Salesforce Summer 24 Sales Release Notes

Changes are afoot for Salesforce Sales Cloud. Salesforce Summer 24 Sales Release Notes.

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Einstein for Sales
Let Einstein draft sales emails from a sales rep’s inbox and include related information with generative AI. Ramp up on accounts and opportunities by visualizing your contacts in a relationship map. Add buyer profile data to your contacts automatically to avoid manual data entry. Sales reps can draft emails using Einstein generative AI.
- Draft Personalized Sales Emails with Einstein
  Einstein Sales Emails empowers busy sales reps to move quickly and expand deals through personalized and informed email content that buyers love. Einstein uses your sales data to generate personalized emails for contacts and leads, a method known as grounding. Sales reps can draft common emails, like a follow-up or a meeting invitation, by choosing an email type or by using generative AI. Email types can include product information or related objects.
- Control Whether Users Can Enter Their Own Sales Email Prompt Instructions
  Sales reps can now enter prompt instructions for Einstein to use in creating a unique draft email. This feature is on by default. If your company isn’t ready to let sales reps use generative AI to create sales emails, disable this feature.
- Relationship Selling
  Close deals faster by visualizing your contacts in a relationship map. Let Einstein generative AI add buyer profile data to your contacts automatically. No more manual data entry is required.
Sales Foundations-Salesforce Summer 24 Sales Release Notes
Find your next best customer with the power of AI. Create contacts automatically from email and calendar activity. Apply personal labels to organize and find records. Get more information on the Seller Home page. And boost productivity with the power of standard and custom list view actions in the Account, Contact, and Lead Intelligence views.
- Contacts
  Let Salesforce create contacts automatically from your email and calendar activity. Also, add buyer profile data to your contacts automatically through Einstein generative AI.
- Activities
  The To Do list now saves filters, sort order, and side panel visibility.
- Organize and Find Records Easily with Personal Labels
  Now users can apply their own labels to records to help them organize, track, and find the records they need quickly and easily. Add labels to records related to a region, project, campaign, or anything else that helps keep work organized. Labels that users add to records are separate from labels that are added to To Do List items.
- See More Valuable Information in Seller Home
  Seller Home now includes information about a user’s best prospects, forecast commit, and Salesblazer articles. With a fuller view of their landscape, reps can pinpoint exactly where they need to start their day.
- IdeaExchange Delivered: Save Time with More Actions in the Intelligence Views
  Boost productivity with the power of standard and custom list view actions in the Account, Contact, and Lead Intelligence views. For example, send an email to an entire list of contacts; change ownership for multiple leads; or add a label to a group of accounts. Select up to 200 records and update them in bulk instead of one at a time. And, now you can update multiple records to the same value inline. We delivered this feature thanks to your ideas on IdeaExchange.
Einstein Conversation Insights
Get a bird’s-eye view of your sales teams’ conversations with Conversation Signals. Using AI technology, Conversation Signals groups different product or competitor mentions into relevant topics that you can dive into and explore. Another Einstein feature, Generative Conversation Insights, allows you to create custom insights powered by generative AI. Einstein Conversation Insights can now process single-user meetings. Users can also easily expand edit access to record collections, and we’ve rolled out more dashboard improvements.
- See the Topics That Matter Most to Your Customers with Conversation Signals
  Use large language models (LLMs) to see the topics that your customers are bringing up with your sales teams. Filter topics by category and keyword to see a dashboard of relevant conversations. These conversations are based on products or competitors you identified while setting up ECI. Drill into each topic for more details, so that you and your team can identify any obstacles or opportunities.
- Configure Custom Insights with Generative Conversation Insights
  Use Generative Conversation Insights to answer any questions you have about your teams’ sales calls. Define prompts that query a large language model (LLM) with the transcript of the call, and show relevant insights on the call record. Using generative AI, get answers to things such as customer sentiment or deal terms surfaced for sales conversations automatically.
- Use Einstein Conversation Insights with Single User Meetings
  Do you want to get transcripts, insights, and coaching for your sales pitches and other preparatory meetings? Einstein Conversation Insights now supports processing for meetings that include only one user.
- Share Edit Access for Record Collections with Other Users
  Need a colleague’s help creating a collection of all-time-best sales calls for new sales reps? It’s now easier to update collections with others. You can share write permissions for record collections with different users or groups.
- Access More Dashboard Improvements
  Enhanced dashboard features are available to Einstein Conversation Insights (ECI) users, including new pages for Coaching and Related Record Calls.
Sales Engagement
Find your next best customer with the power of AI. Help your sales teams identify and prioritize their best prospect. Link cadences, use screen flows as cadence steps, and create and edit email templates in Cadence Builder 2.0. Prepare for Cadence Builder Classic retirement.
- Identify Your Best Prospects with Prospecting Center
  Help your sales team identify and prioritize their best prospects with Data Cloud analysis of historical account data. Prospecting Center provides sellers key signals to increase top-of-funnel velocity. Fit scores show which accounts are the best targets for your offerings. Engagement scores show reps which accounts are most responsive to your outreach. By easily seeing their top-scoring accounts, sales teams can build their pipeline faster and more efficiently by focusing effort in the right place.
- Find Your Next Customer with Account Scoring
  Use trusted data and AI to find your next best customer and close your deal. Identify the accounts that are most likely to buy by using scoring rules. Use external and internal signals to calculate the Fit and Engagement scores, all powered by Data Cloud. Sellers get the right insights on time, so they can direct their efforts towards nurturing the appropriate prospect.
- Use Screen Flows as Cadence Steps in Cadence Builder 2.0
  Now sales managers can specify a screen flow as a cadence step in Cadence Builder 2.0. Use screen flow steps to let reps create a case, event, or task or to perform another action. The screen flow runs when the sales rep initiates the step for a target from their To Do List, Work Queue, or the Sales Engagement component on target records. Use the Cadence Step Flow process type to create screen flows for cadence steps, or use the included flow templates.
- Create More Customized Sales Playbooks in Cadence Builder 2.0
  Sales managers can create more flexible sales outreach playbooks by linking multiple cadences together in Cadence Builder 2.0. When prospects go through one cadence, they’re automatically added to the next one. Sales managers can design one cadence for hot leads and connect it to a cadence for leads that don’t convert during the first one.
- Save Time by Creating Email Templates with Cadences
  When users create a cadence, they can now create, view, or edit an email template directly from within the email step card in Cadence Builder 2.0. Previously, users had to create email templates before adding them to a cadence.
- Cadence Builder Classic Is Being Retired
  In Summer ’25, Salesforce is retiring Cadence Builder Classic (1.0) within the Sales Engagement product. Cadence Builder Classic uses an older structure to allow responsiveness to target engagements. Cadence Builder 2.0 replaces that structure with a simpler one.
Revenue Intelligence
Nurture relationships with stakeholders and identify opportunities to expand markets with lead metrics in the Einstein Account Management Account Inspector. Update your revenue data more frequently with the new hourly app refresh schedule. Explore all the Revenue Insights resources after a successful app installation using the Resources tab.
- Navigate Revenue Insights Dashboards More Easily
  Move quickly between your dashboards and insights with tabs across the top of your Revenue Insights app. You can also pin your preferred dashboard so that it opens automatically.
- Use Custom Fiscal Forecasts in Revenue Insights
  If your forecast types are configured with custom fiscal quarters or periods, you can now use them in Revenue Insights. For example, you can look at the total amount of closed won opportunities for the custom fiscal period defined for your group.
- Increase Your Deal Potential with Lead Data in Einstein Account Management
  Nurture relationships with stakeholders and identify opportunities to expand markets with lead metrics. Now, you can see lead metrics in the Einstein Account Management Account Inspector. You can see details such as the breakdown of leads by industry, source, or status. And you can see the conversion rate for leads and drill down into lead details.
- Access Your Revenue Insights Resources in One Place
  Explore Revenue Insights resources after a successful app installation. These resources consist of insights and assets, including dashboards, components, and Einstein Studio models. View data assets such as datasets and data model objects, and see transformations including recipes and batch data transforms.
- Get Your Revenue Data Even Faster
  Update your revenue data more frequently with the new hourly app refresh schedule option.
- Monitor Your Revenue Insights Installations and Upgrades
  When Revenue Insights is installed or upgraded, the process progress displays the elapsed time.
Collaborative Forecasts
Sales managers can choose to review forecast rollups by team, then by forecast group or product family, or by group or product family, then by team.
- View Forecasts Grouped How It Makes Sense to You
  Review forecast rollups by team, forecast group, or product family on the forecasts page. For user role hierarchy forecast types that include groups or product families, Sales Managers can select to view forecasts rolled up by team, then by product family or group. Or, they can select to view forecasts rolled up by group values or product family, then by team.
Pipeline Inspection
Boost productivity with the power of standard and custom list view actions in Pipeline Inspection. Get insight into potentially risky contacts on a deal.
- Save Time with More Actions in Pipeline Inspection
  Boost productivity with the power of standard and custom list view actions in Pipeline Inspection. You can update the close date of multiple deals, add opportunity products to opportunities, or even create quotes, without leaving the Pipeline Inspection view. Select up to 200 records and update them in bulk instead of one at a time. And, now you can update multiple records to the same value inline.
- Identify Potentially Risky Contacts on Deals
  With a new insight in Pipeline Inspection, sales reps can now learn whether a contact is a detractor on one of their deals. To see the detractor’s relationships with other contacts on the deal, reps can view the Buyer Relationship Map directly from the insight.
Sales Programs and Partner Tracks with Enablement
Elevate the performance, confidence, and impact of your sales team and drive business growth with a community of informed and engaged partners. Give sales reps immediate, actionable feedback on their sales pitches, courtesy of Einstein, all in their flow of work. Create programs that align with your most complex revenue metrics, and provide more transparency and accountability to users who take your programs. Integrate the governance of your Enablement rollout with other Salesforce systems and processes.
- Provide Users with Coaching-Inspired Feedback Driven by Einstein Generative AI
  Give sales reps private, personal, and timely coaching so they can excel in their roles without adding to a peer or manager’s workload. With Einstein Coach in Enablement programs, Enablement admins can create Feedback Request exercises where Enablement users receive AI-generated coaching on their sales pitch in their flow of work. Einstein analyzes how reps introduce themselves, set context, articulate the value and benefit of the product or solution, define a business solution, make compelling points, use storytelling, and deliver complex information.
- Make Your Enablement Goals More Effective with Advanced Milestone Options
  Build more powerful milestones and outcomes related to your company’s revenue goals, with no customization required. With new composite goals, your company can more easily integrate complex but critical metrics that require evaluating multiple objects. Associate two measures with a milestone or outcome and specify a calculation logic to aggregate the measure results. The aggregated measure result is compared against the target to track users’ progress toward a goal. For example, count the total number of activities such as calls and emails, which track separate objects, on the same milestone. Previously, milestones or outcomes could reference only one measure, and more complicated use cases required customization such as custom objects or fields.
- Get Transparency on Your Goal Progress with Itemized Progress Details
  Enablement users can now gain deeper insights on their progress toward an outcome or a milestone with display of the data being measured. The qualifying records tables in the Guidance Center and in supported Experience Cloud site pages show individual records that contribute to a goal completion. Users can analyze the qualifying records to validate their progress toward a goal and take strategic decisions to complete the program.
- Help Users Discover and Complete Enablement Program Goals on Time
  Encourage discovery, adoption, and completion of your company’s sales programs in Lightning Experience or partner programs in Experience Cloud sites. Provide accountability and transparency for users who contribute to your revenue outcomes by keeping them informed about upcoming due dates for programs, outcomes, and milestones. Help users stay focused by minimizing the noise and turning on only the notifications that make sense for your company and fine-tuning when those notifications are sent.
- Develop, Test, and Deploy Enablement Programs and Measures More Easily
  Elevate your Enablement rollout strategy by integrating programs and measures with other sophisticated enterprise operations in your Salesforce implementation. After you develop and test Enablement programs and measures in a sandbox, easily deploy them to production with Metadata API for change sets and Salesforce CLI. Previously, Enablement admins could develop and test programs and measures in a sandbox but couldn’t move them to production.
- Tailor Your Enablement Programs to Your Company’s Preferred Content System – Developer Preview
  Provide a more streamlined connection between your company’s preferred content management system and your Enablement programs. Create custom exercise types that reference content from your own repository or a third-party repository. With custom exercise types, you can easily bring content from anywhere into your program. Previously, exercise types in Enablement programs supported content only from Salesforce systems, including Digital Experiences content, Trailhead, and Assessment surveys. Your sales reps can view custom exercise content in the flow of a program without navigating to a different page.
- Other Changes in Enablement
  Salesforce admins, Enablement teams, and content creators benefit from other enhancements throughout the Enablement workflow.
Sales Performance Management
Get a serious bump in processing performance while plotting high-volume data such as ArcGIS Online layers and complex shape layers when you preview the new Salesforce Maps framework. Distribute work within territories fairly by applying the drive-time network in Territory Planning. And determine compensation for reps based on their effective territory assignment dates in Enterprise Territory Management, now named Sales Territories.
- Salesforce Maps and Salesforce Maps Advanced
  Plot high-volume data such as ArcGIS Online layers and complex shape layers in a fraction of the usual time when you try out the new Salesforce Maps framework. And get the scoop on changes underway for importing data from custom data sources within Salesforce Maps Advanced.
- Territory Planning
  Assign work within territories fairly by applying the drive-time network, update details and assignments directly from the legend, and anticipate changes that affect how users interact with the legend.
- Sales Territories (Formerly Enterprise Territory Management)
  Get to know Enterprise Territory Management as its new name, Sales Territories. And determine compensation for reps when their effective start and end dates differ from the dates they were added to and removed from their assigned territories.
Email, Calendar, and Integrations
Sales reps can use generative AI in their Salesforce email integrations. Inbox mobile has been retired. The retirement date for Salesforce for Outlook has been extended.
- Einstein Activity Capture
  Downloaded connection status reports now have more understandable field names.
- Outlook and Gmail Integration
  Sales reps can use generative AI in their Salesforce email integrations.
- Salesforce Inbox (Retired)
  Review information about the Inbox mobile retirement.
- Salesforce for Outlook (Retiring)
  Full product retirement for Salesforce for Outlook is scheduled for December 2027. If you’re sticking with Salesforce for Outlook for now, you can access past release notes about the current version from the Trailblazer Community.
Sales Cloud Everywhere
As sales reps search for prospects on the internet, the Sales Cloud Everywhere Chrome extension keeps up with their web investigations. And sales reps can choose which fields to see in their detail pages, and in which order.
- Research Companies and Individuals with One Click
  While looking for future customers, your sales reps research companies and individuals on the internet. Click Search Page to scan the page they’re viewing and identify the company or person mentioned, and then see if they’re in the database. Previously, for sellers who had activated the contextual insights feature, pages were scanned automatically as sellers browsed across the web.
- See the Fields You Want in Sales Cloud Everywhere
  As your sales reps use Sales Cloud Everywhere, they can choose the fields they want to see and arrange them the way they want to work.
- Focus on the Right Records and Personalize Your Workspace
  Your sales reps don’t need to wade through extra, unwanted records. Instead they can create a workspace to filter their records and focus only on the data they need. With a personalized targeted workspace with fewer records, they can get right to work.
Other Changes in the Sales Cloud
Learn about other changes we made in Summer ‘24.
- Enable New Order Save Behavior (Release Update)
  After the New Order Save Behavior is enabled, whenever an order product update causes a change to the parent order, Salesforce runs custom application logic. Previously, in this scenario, Salesforce didn’t correctly evaluate custom application logic on the parent record.