Summer ’24 is approaching fast! Discover the latest enhancements in Flow Builder, such as the Automation App, Action Button (beta), and more. Dive into Be Release Ready for additional resources to help you prepare for Summer ’24. Curious to see these features in action? Join Salesforce product manager Sam Reynard and me as we showcase
Approvers and Approver Groups in Salesforce. An approver in Salesforce CPQ Advanced Approvals is a user who receives approval request emails and can either approve or reject the request. An approver record can represent an individual user or a group of users. Utilizing approver groups (like Salesforce queues) is beneficial when you need to route
In order to Manage Sales Cloud Users Access to Einstein Features, follow these steps. Duplicate the Sales Cloud Einstein For Everyone permission set, activate the permission, and allocate it to users. Navigate to Setup and enter “Permission Sets” in the Quick Find. Then, choose Permission Sets. Locate and click on the Sales Cloud Einstein For
Since Salesforce announced its acquisition of Slack for $27.7B in late 2020, the cloud software mega-giant has paused its acquisition strategy due to factors like rising interest rates, declining revenues, and a laser focus on profitability. However, recent leaks from The Wall Street Journal and other news publications suggest that Salesforce in a Mega-Data Deal
Develop plans to accomplish tasks essential for business processes, such as application reviews and approvals. When you configure and use Action Plans in Public Sector you work from an Action Plan Template. Learn more. Action Plans consist of sets of tasks or checklist items designed for tracking and automating processes with repeatable steps. Assigning each
The importance of effective customer service, particularly through self-service options, cannot be overstated. Both customers and organizations often prefer self-service solutions: customers to avoid waiting on hold and speaking with potentially uninformed agents, and organizations to reduce the load and cost associated with live agent interactions. Despite the clear benefits, the customer experience with self-service
Salesforce Einstein Discover the power of the #1 AI for CRM with Einstein. Built into the Salesforce Platform, Einstein uses powerful machine learning and large language models to personalize customer interactions and make employees more productive. With Einstein powering the Customer 360, teams can accelerate time to value, predict outcomes, and automatically generate content within
Explore How Governments Can Modernize Services for Citizens with Government CRM System What is CRM in Government? CRM (Customer Relationship Management) systems in government streamline administrative tasks, allowing public servants to concentrate on enhancing citizens’ daily lives. Does the US Government Use Salesforce? Salesforce is valuable to the US federal government due to its highly
A charity auction to have lunch with Salesforce CEO Marc Benioff launches in May carrying on a long tradition. The lunch featured Berkshire Hathaway’s Warren Buffett for many years. Glide will field bids for the “Power of One Charity Lunch Auction” with Benioff from May 5-10, according to a Tuesday press release put out by eBay on
Explore the array of tools and components tailored for caseworkers, case managers, and other professionals to comprehend constituents’ needs and deliver exceptional customer service. Constituent Service Toolkit in Public Sector Solutions Public Sector Solutions offers a comprehensive suite of components, tools, and features designed to enhance the efficiency of caseworkers and other staff in addressing
The Salesforce Summer ’24 release is coming soon. Salesforce Summer ’24 Sandbox Preview announced this week. Use your sandbox to get early access to new features and test your configurations before the production upgrade. Here’s how: If you still have questions about your sandbox options for Summer ’24, open a support case via Salesforce Help. Salesforce
Introducing AI in Slack If you are unfamiliar with the Slack collaboration tool, learn more here. Incorporating Artificial Intelligence (AI) into Slack marks a significant milestone, one that is a real gamechanger. Slack’s ability to consolidate projects, data, and conversations into one platform has been a time saver for businesses, fostering collaboration and enhancing productivity.
The bold new future of enterprise AI requires a new type of platform. What is Salesforce Einstein 1? One platform that can handle terabytes of disconnected data, gives you the freedom to choose your AI models, and connects directly into the flow of work, all while maintaining customer trust. The Einstein 1 Platform unifies your
Public Sector Solutions Record Aggregation to Simplify Information Access for Caseworkers Caseworkers often need to review benefit applications and associated benefits for household members to determine eligibility. However, this process can be complex due to the indirect relationship between benefit assignments and party relationship groups. Caseworkers must navigate through multiple objects to access this information,
Salesforce offers hospitality professionals the tools to address marketing, sales, and customer support needs through the Marketing, Service, and Sales Cloud. Hotel Salesforce CRM for Hospitality. Customer Relationship Management (CRM) software tailored for hotels assists in engaging guests, managing reservations, coordinating projects, and streamlining communications. Hotel CRM software simplifies operations within the hospitality sector. Salesforce
