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Granular Locking in Salesforce

Granular Locking in Salesforce

Granular Locking in Salesforce: Enhancing Performance & Reducing Contention Granular locking in Salesforce is a powerful feature designed to minimize record lock contention, particularly in high-data-volume environments or those with complex automation processes. By refining traditional locking constraints, this mechanism allows Salesforce to manage simultaneous updates more efficiently, improving system performance and reducing errors. What is Granular Locking? Granular locking is an advanced record-locking mechanism that applies locks at a more detailed level, preventing unnecessary locking of parent or related records. This is especially useful in scenarios where multiple records are updated concurrently, reducing row lock contention in parent-child relationships. Key Features: ✅ Fine-Grained Locks – Prevents excessive locking of parent or related records.✅ Enhanced Concurrency – Allows multiple simultaneous updates to child records without conflicts.✅ Improved Performance – Minimizes errors like “Unable to lock row” by reducing contention. Why is Granular Locking Important? 1️⃣ Concurrent Record Updates 2️⃣ Optimized Automation 3️⃣ Scaling High-Volume Transactions How Granular Locking Works Granular locking ensures that:🔹 Parent records remain unlocked when child records are updated.🔹 Locks apply only to the specific records being modified instead of affecting entire datasets. Example: 🚫 Without Granular Locking: Updating an Opportunity record locks the parent Account and all related child records.✅ With Granular Locking: Only the specific Opportunity record is locked, allowing the Account and other child records to remain accessible. When Does Granular Locking Apply? 🔹 Master-Detail Relationships – Prevents parent records from being unnecessarily locked during child record updates.🔹 Campaign Hierarchies – Ensures that updates to child campaigns don’t lock parent campaigns.🔹 Sharing Recalculations – Reduces locking issues when Salesforce recalculates sharing rules for parent-child data relationships. Benefits of Granular Locking 🚀 Reduced Lock Contention – Minimizes conflicts in multi-user environments.📉 Fewer Errors – Decreases “Unable to obtain exclusive access to this record” errors.⚡ Faster Automation – Improves workflow and trigger execution speed.📊 Better Scalability – Enhances performance in high-transaction environments. Best Practices for Using Granular Locking ✅ Optimize Relationship Design: Avoid complex parent-child structures that could lead to unnecessary locking.✅ Minimize Simultaneous Updates: Reduce concurrent updates on the same parent record.✅ Use Asynchronous Processing: Implement Batch Apex or Queueable Apex for large data operations.✅ Test in High-Volume Scenarios: Simulate real-world data loads in a sandbox environment.✅ Monitor Locking Issues: Use debug logs and Event Monitoring to track and resolve locking conflicts. Common Issues & Solutions ❌ Error: “Unable to Lock Row”🔹 Cause: Simultaneous updates to related records.🔹 Solution: Redesign workflows or use asynchronous processing to reduce contention. ❌ Slow Performance in Campaign Updates🔹 Cause: Hierarchical campaign relationships triggering excessive locks.🔹 Solution: Ensure campaigns are structured to take advantage of granular locking. ❌ Automation Conflicts🔹 Cause: Multiple automation tools acting on the same records.🔹 Solution: Consolidate triggers and workflows to minimize overlaps. How to Enable Granular Locking for Campaign Hierarchies Although granular locking is enabled by default for most Salesforce operations, certain features (like hierarchical campaign locking) require manual activation. 🔹 Steps to Enable Granular Locking in Campaign Hierarchies:1️⃣ Navigate to Setup.2️⃣ Go to Campaign Settings.3️⃣ Check the box for Enable Improved Campaign Management (Granular Locking).4️⃣ Save your changes. Conclusion Granular locking is a vital feature in Salesforce that optimizes record management by reducing contention, minimizing errors, and improving system performance in high-transaction environments. By implementing best practices and leveraging fine-grained locks, organizations can scale efficiently while ensuring smooth automation and record updates. For teams handling complex data relationships, granular locking provides the flexibility, scalability, and reliability needed to maintain a high-performing Salesforce environment. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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salesforce agentforce ai powered agentic agents

Building Trusted AI

Building Trusted AI: A Roadmap for IT Leaders AI is revolutionizing how organizations operate, fueling workflows, creativity, and innovation at unprecedented levels. It’s no surprise that nearly 70% of senior IT leaders now consider AI a top business priority. But with great potential comes great responsibility. AI introduces challenges around trust, security, and ethics, extending far beyond today’s implementations. To fully harness AI’s power—while ensuring transparency and security—IT leaders must take a structured, responsible approach. Here are five key steps to maximize AI’s potential without compromising trust. Step 1: Build AI on a Foundation of Quality Data AI is only as good as the data it’s built on. Generative AI models rely on vast datasets to generate meaningful outputs—but poor-quality data can lead to bias, irrelevance, or even harmful results. To ensure data integrity:✔ Diversify data sources to reflect different perspectives, scenarios, and contexts, reducing bias.✔ Clean and normalize data to minimize noise and ensure consistent quality.✔ Use tools like Privacy Center to manage data across multiple sources and eliminate duplicates.✔ Continuously refine datasets to stay aligned with evolving trends and insights. By prioritizing high-quality, well-managed data, organizations set a strong foundation for ethical and reliable AI systems. Learn how AI works and how to use it responsibly on Trailhead, Salesforce’s free learning platform. Step 2: Define Ethical Boundaries and Strengthen Data Privacy Trust is built on respecting customer privacy and protecting sensitive data. With AI systems handling personally identifiable information (PII) and other confidential data, strong policies are essential. Key actions to prioritize AI ethics and privacy: 🔹 Adopt secure, compliant data handling from collection to storage (Privacy Center helps manage retention policies).🔹 Implement data minimization—collect only what’s needed and retain it only as long as necessary.🔹 Encrypt sensitive data and limit access to authorized personnel and systems.🔹 Form an ethical AI task force to oversee compliance and mitigate legal or reputational risks. Transparency in data collection and usage builds trust and helps prevent misuse. Step 3: Conduct Regular AI Audits Even with ethical safeguards, AI can produce unintended biases, inaccuracies, or misinformation—especially in critical decision-making scenarios. A robust AI auditing strategy includes: ✔ Automated compliance checks to scan AI outputs against ethical standards and policies.✔ User feedback loops (surveys, interviews) to assess AI performance and its real-world impact.✔ Risk identification and mitigation—proactively addressing emerging challenges. Regular audits ensure AI remains accurate, fair, and aligned with business objectives. Step 4: Strengthen AI Security and Monitoring AI systems process valuable data, making security a top priority—especially in regulated industries. In response, governments worldwide, including the U.S. White House and the EU, are introducing policies for independent AI audits. How to protect AI systems: ✔ Define strict access controls to limit AI interactions to authorized users only.✔ Use tools like Security Center to manage user permissions and secure configurations.✔ Conduct ongoing security reviews (including penetration testing and quality control).✔ Enable Event Monitoring to set alerts or block unintended AI actions. By embedding security into every layer of AI processes, organizations can trust the AI they deploy. Step 5: Prioritize Transparency and Encourage Feedback A lack of transparency breeds distrust. In fact, only 42% of customers trusted businesses to use AI ethically in 2024—a 16% decline from the previous year. How to build AI transparency: 🔹 Clearly label AI-generated content so users know when AI is at work.🔹 Document AI processes to explain how data is collected, processed, and used.🔹 Disclose AI auditing and security measures to reinforce trust.🔹 Actively gather feedback to assess AI’s impact and align it with organizational values. Transparency isn’t just about compliance—it’s about building lasting trust with customers and stakeholders. Trusted AI is a Journey, Not a Destination Building trustworthy AI requires continuous effort—not just a one-time fix. Organizations must take a proactive approach to data quality, security, audits, and transparency. Platforms like Agentforce are designed to support responsible AI adoption—from policy creation to implementation—helping businesses innovate securely and ethically. By embedding trust into AI strategies today, businesses can lead with confidence tomorrow. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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HIPAA

Salesforce HIPAA Compliance

Compliance plays a critical role in managing sensitive information, especially under regulations like the Health Insurance Portability and Accountability Act (HIPAA). Salesforce HIPAA Compliance. Enacted in 1996, HIPAA establishes national standards for safeguarding sensitive health information. Organizations and individuals who store, manage, or transmit healthcare data are subject to these regulations, which prioritize the confidentiality, integrity, and availability of patient information. While Salesforce provides tools to support HIPAA compliance, the responsibility for ensuring compliance ultimately lies with the data-processing organization or individual—not solely the platform itself. This insight explores Salesforce’s role in HIPAA compliance, key features for safeguarding electronic Protected Health Information (ePHI), and best practices for adhering to regulatory requirements. Understanding HIPAA Salesforce’s flexibility as a CRM platform allows it to serve industries that require HIPAA compliance, particularly healthcare and life sciences. At its core, HIPAA protects Protected Health Information (PHI)—any patient-identifiable information in medical records. PHI extends beyond traditional medical data to include names, addresses, birth dates, Social Security numbers, and more. When PHI is managed or transmitted electronically, it’s classified as electronic Protected Health Information (ePHI), which is subject to additional safeguards. Entities Covered by HIPAA HIPAA applies to several types of entities: While Salesforce is classified as a Business Associate, organizations using the platform remain responsible for adhering to HIPAA’s security requirements. Salesforce and the Business Associate Agreement (BAA) As a Business Associate, Salesforce must enter into a Business Associate Agreement (BAA) with healthcare organizations and other Covered Entities to define responsibilities and security measures for handling ePHI. The BAA outlines the Salesforce features and services eligible for HIPAA compliance. Notably: Without a signed BAA, organizations face significant penalties for HIPAA violations, even in the absence of a data breach. HIPAA-Compliant Salesforce Solutions Salesforce offers various solutions and features to support HIPAA compliance. These are categorized into platform security measures and specific compliant services: Key Security Features HIPAA-Compliant Services It’s important to note that not all Salesforce features are HIPAA-compliant, and proper configuration is critical to ensure compliance. Restrictions and Challenges While Salesforce offers robust security tools, some limitations and risks exist: Additionally, some Salesforce services, like certain social or mobile features in Health Cloud, are not compliant by default and require explicit mention in the BAA to be used with ePHI. Best Practices for HIPAA Compliance To maximize HIPAA compliance with Salesforce, organizations should: HIPAA Compliance Checklist Here’s a concise checklist to guide your HIPAA compliance efforts: Leveraging Third-Party Tools Solutions like GRAX can enhance HIPAA compliance in Salesforce by adding capabilities such as data backup, archiving, and recovery. GRAX’s security features include: However, integrating third-party solutions requires careful vetting to avoid compliance risks. Salesforce HIPAA Compliance Salesforce is a powerful tool for healthcare organizations, but achieving HIPAA compliance requires understanding its capabilities and limitations. A well-configured Salesforce environment, combined with diligent user management and third-party tools, can help organizations meet regulatory requirements while safeguarding patient data. By embracing best practices and staying informed about shared responsibilities, organizations can ensure HIPAA compliance, avoid penalties, and build trust with patients and stakeholders. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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salesforce government digital transformation

Salesforce Drives Digital Transformation in Governmental Agencies

How Salesforce Drives Digital Transformation in Governmental Agencies in 2025 In the evolving digital age, government agencies face an increasing demand to modernize their services, improve citizen engagement, and deliver seamless digital experiences. These organizations require transformational technologies that not only streamline internal operations but also adopt a citizen-first approach. Salesforce emerges as a key enabler of this transformation, empowering government agencies with tools to build unified, transparent platforms while fostering efficiency and enhancing citizen interaction. Leveraging Salesforce Commerce Cloud and Salesforce CRM, agencies can overcome common challenges and embrace a more digitally enabled public sector. Let’s explore the pressing challenges government agencies face and how Salesforce provides practical, scalable solutions to address them. 1. Citizen Engagement and Accessibility: Bridging the Digital Divide Challenge: Citizens now expect government services to be as user-friendly and accessible as private-sector experiences. Lengthy response times, disconnected platforms, and inconsistent experiences across digital and physical touchpoints erode trust and hinder accessibility. Solution: 2. Data Security and Compliance: Safeguarding Citizen Trust Challenge: Handling sensitive citizen data requires robust security and strict compliance with regulations like GDPR, CCPA, and other local data privacy laws. Solution: 3. Legacy Systems and Integration: Modernizing Infrastructure Challenge: Legacy systems often limit agility, making it difficult to integrate new technologies and slowing the pace of digital transformation. Solution: 4. Budget Constraints: Implementing Cost-Effective Solutions Challenge: Budget limitations often hinder the adoption of new technologies, especially those requiring significant upfront investment. Solution: 5. Efficient Service Delivery: Streamlining Workflows Challenge: Paper-heavy, bureaucratic processes delay service delivery and frustrate both staff and citizens. Solution: 6. Data-Driven Decision-Making: Analytics for Informed Policies Challenge: Generating actionable insights from vast amounts of data is challenging, affecting policymaking and government efficiency. Solution: 7. Enhancing Collaboration: A Unified Workforce Challenge: Siloed departments hinder collaboration and reduce overall productivity, making it difficult to provide cohesive citizen services. Solution: 8. Real-Time Responsiveness: Meeting Citizen Expectations Challenge: Citizens expect real-time support and proactive communication from government agencies. Delays lead to frustration and diminished trust. Solution: Transforming Government Services with Salesforce Salesforce Commerce Cloud and Salesforce CRM are tailored to address public sector challenges in 2025. By leveraging these tools, government agencies can: Salesforce offers a clear path to a digitally empowered future, enabling government agencies to meet today’s demands while laying the foundation for innovation. Ready to Transform?If your agency is ready to embrace digital transformation, streamline operations, and enhance citizen services, Salesforce can help you get there. Let’s discuss how Salesforce solutions, supported by expert implementation, can drive meaningful change for your organization and your citizens. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Data Governance for the AI Enterprise

Data Governance for the AI Enterprise

Salesforce Introduces Data Governance for the AI Enterprise Salesforce this month unveiled Data Governance for the AI Enterprise, a comprehensive suite of tools designed to help IT teams navigate the growing regulatory landscape surrounding generative AI. Why it matters: As governments worldwide work to implement stricter rules governing the use of AI, like the EU’s AI Act, data governance has become a top priority for businesses. According to Salesforce research, ensuring robust data security and governance is now the leading concern for Chief Data Officers. Cloud Data Security & Privacy SolutionsExplore the new suite: How Salesforce’s Data Governance for the AI Enterprise Can Help: Salesforce’s latest solution is designed to help companies proactively address both current and future regulations. Built on the Salesforce platform and integrated with Data Cloud, the suite offers advanced data management, enhanced security, and privacy features: Salesforce’s perspective:“Data governance is a top priority for every organization deploying AI, especially given the complexity of the regulatory landscape,” said Alice Steinglass, EVP and GM for Salesforce Platform. “Our Data Governance for the AI Enterprise suite equips businesses to tackle these challenges.” Customer success story:“Data encryption is essential to our data governance strategy,” said James Ferguson, Principal Security Architect at AWS. “With Salesforce’s flexible encryption solutions, we can maintain top-tier security while delivering innovative customer experiences.” Availability: For Data Cloud users: Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Event Monitoring Analytics App

Event Monitoring Analytics App

Event Monitoring Analytics App The Event Monitoring Analytics App integrates with your event monitoring and setup audit trail data to provide insights into user and organizational behavior. It’s a built-in tool for exploring your monitoring data within Salesforce, featuring easy setup, prebuilt dashboards, and datasets to help you quickly analyze your data. This app allows you to identify suspicious activities, slow page performance, and user adoption issues efficiently. Required Editions and User Permissions User Permissions Needed: As part of the Event Monitoring service, the Event Monitoring Analytics App allows you to upload and access data included in your subscription. Ensure that users only access the data provided and do not use the app to upload or access other data. Salesforce may monitor such usage. Note that the app is available in English only, and if you have a CRM Analytics Platform license, you can view dashboards within the Event Monitoring Analytics app. Keep in mind that hourly event log file integration is not supported, with data refreshed daily. Although data retention lasts 30 days, Event Monitoring doesn’t guarantee the availability of 30 days’ worth of data per dataset upload into CRM Analytics. The app is subject to CRM Analytics limits. Event Monitoring log files serve as a source of truth but are not a system of record for user activity. Data loss may occur during Salesforce site switches, instance refreshes, or unplanned outages. For instance, a production instance move might create gaps in event log data. Salesforce strives to maintain data integrity and minimize loss by replicating event logs during site switches or instance refreshes. Setting Up Salesforce Permissions for the Event Monitoring Analytics App Creating and Sharing the Event Monitoring Analytics App Once permissions are set, configure the app. You can choose between two configurations: Upgrading the Event Monitoring Analytics App Stay current with the latest features by upgrading to the newest version of the EM Analytics App whenever a new release is available. Scheduling the Daily Dataflow Schedule a daily refresh to update the dataflow, ensuring that your data is current before you begin analysis with Event Monitoring Analytics. Prebuilt Dashboards The app includes prebuilt dashboards for immediate data exploration. Data from your organization is automatically loaded into the app’s datasets as it is generated. Understanding App Terminology Familiarize yourself with the metrics and terms used in the Event Monitoring App to make the most of its features. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Winter 25 Release Notes

Winter 25 Release Notes

The Winter ’25 release is available through the pre-release program. On August 30, 2024, Sandboxes will be upgraded, providing your organization with the Winter ’25 release experience. Set Up Your Pay Now Store Quickly and Easily Use the streamlined automated setup to get your Pay Now store up and running effortlessly. The guided process walks you through each step needed to configure your store. This feature is available in Salesforce Payments for Enterprise, Unlimited, and Developer editions. How to Set Up: Gain Insight into How User Permissions Are Granted Simplify user management with visibility into the profiles, permission sets, and permission set groups that grant permissions to a user. The User Access Summary now provides detailed information about a user’s assigned object, field, user, and custom permissions. Previously, identifying the source of a user’s permissions required multiple steps, but now you can access this information with just a few clicks. This change applies to Lightning Experience in all editions. How to Use: See How Object Access Is Granted in Object Manager Quickly view the permission sets, permission set groups, and profiles that grant access to an object, along with the level of access provided. The read-only Object Access Summary in Object Manager allows for quick checks during troubleshooting, reviews, or when deciding how to grant user access. This update is available in Lightning Experience across all editions. How to Access: Improve Performance for List Views on Custom and Standard Objects To enhance performance and meet the latest accessibility standards, list views for both custom and standard objects now render using Lightning Web Components (LWC) instead of Aura. LWC, Salesforce’s latest framework, delivers data faster and enables new features for list views. Previously, only custom object list views in sandboxes used LWC. This update applies to Lightning Experience in all editions. How to Use: Configure Record Highlights in Lightning App Builder Enhance your Lightning pages with the new Dynamic Highlights Panel, which lets you configure important fields directly within the Lightning App Builder. Previously, this was only possible through compact layouts in Setup. The Dynamic Highlights Panel can hold up to 12 fields and adjusts responsively to browser size. This feature is available in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions. How to Implement: Make Record Fields Stand Out with Conditional Formatting Highlight key information on record pages using conditional formatting in Lightning App Builder. On Dynamic Forms-enabled pages, you can assign custom icons and colors to fields based on defined criteria, such as field values or other conditions on the page. This feature is available on a rolling basis starting in early September 2024 for Group, Professional, Enterprise, Performance, Unlimited, and Developer editions. How to Use: Save Time with New Messaging Components for Enhanced Bots (Generally Available) Empower customers and save service agents’ time with the new messaging components for enhanced bots. These include authentication, custom, form, and payment messaging components, which can handle more complex use cases on enhanced Apple Messages for Business channels. The form component is also available for Messaging for In-App and Web. These updates apply to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions, with bot setup available only in Lightning Experience. How to Implement: Enhance Your LWR Site Experience by Curating Data Providers on a Page (Beta) Enhance LWR site pages by adding and configuring data providers in Experience Builder. This feature allows you to access data from different sources, such as Apex or Record data providers, directly within your site page and its components. This change is available in Professional, Enterprise, Unlimited, and Developer editions for LWR sites accessed through Lightning Experience. A community license is required to use this feature. How to Use: To configure data providers on an LWR Site page in Experience Builder: Enabling or Disabling Modernized Record Experience in Aura Sites You can now use upgraded record components based on Lightning web component technology to see stylistic changes in your Aura sites. These updates, previously limited to sandbox environments, are now available in production environments for the Create Record Form, Record Banner, and Record Detail components. This update is applicable to Aura sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions. When you enable the Use Lightning web components on your record pages in Aura sites setting, the Create Record Form, Record Banner, and Record Detail components display minor style changes. Some key updates include: Daily Summary of Service Appointments Requiring Immediate Attention Boost dispatcher productivity by using Einstein Copilot Field Service actions to get a daily summary of service appointments needing immediate attention, such as those with rule violations, overlaps, SLA risks, or emergencies. Each category in the summary is converted into a filter in the appointment list for quick resolution. Customize the summary to include additional categories. This feature is available in Lightning Experience in the Einstein 1 Field Service Edition with the Field Service Managed Package installed. To use this feature: Assigning Opportunity Splits to Territories Sales teams can now assign opportunity splits and opportunity product splits to territories, enabling them to report on how territories contribute to overall sales. Previously, splits could only be associated with the parent opportunity’s territory. Now, teams can also forecast based on split amounts across territories. This update applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions. To enable this feature: Strategic Planning with Account Plan Enhance your strategic planning with Account Plans by nurturing existing relationships and growing key accounts. Use Account Plans to research and analyze accounts, set objectives with actionable metrics, and monitor growth and development from a single repository within Salesforce. This feature applies to Lightning Experience in Enterprise, Performance, and Unlimited editions and in Einstein 1 Sales Edition. This feature will be rolled out to production environments after the Winter ’25 release and will be available to all customers by October 29, 2024. It is accessible in sandboxes only after its production release. To use Account Plans: Forecast Submissions Forecast submissions

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What is Salesforce Health Cloud

Explore Salesforce Health Cloud

Empower Your Healthcare Team with Salesforce Health Cloud Equip your healthcare team with comprehensive 360-degree views that help connect and engage every patient, member, employee, and partner. Explore Salesforce Health Cloud Explore Health Cloud Understanding the capabilities of this platform is the first step to transforming your organization’s patient management. Let’s explore what Health Cloud offers to various types of healthcare organizations. Introducing Salesforce Health Cloud: A CRM Solution for Patient Management Over 600 companies, including industry leaders like Lilly, Pacific Clinics, United Healthcare, Progyny, Stanley Healthcare, and Humana, trust Salesforce Health Cloud for their patient management needs. As the healthcare industry rapidly evolves, effective patient information management is essential. This insight looks into Salesforce Health Cloud’s capabilities, features, integration options, and benefits, including its security architecture. What is Health Cloud? Salesforce Health Cloud is a cloud-based technology designed specifically for the healthcare industry. It centralizes patient information, giving healthcare professionals a complete view of patient records, enabling more effective treatments and better patient care. Key Capabilities of Salesforce Health Cloud Salesforce Health Cloud is a robust platform offering key capabilities such as: Salesforce in the Healthcare Industry Salesforce is increasingly popular among healthcare organizations for several reasons: Salesforce Health Platform Features Salesforce Health Cloud offers three main sets of features: Salesforce Health Cloud Architecture The architecture of Salesforce Health Cloud includes: Salesforce Health Cloud Security Salesforce Health Cloud is designed to securely manage healthcare data, featuring: Revolutionizing Healthcare Delivery with Salesforce Health Cloud Salesforce Health Cloud is designed for healthcare organizations to automate processes and provide personalized patient care. Since its launch in 2016, Health Cloud has evolved to address the complexities of the healthcare industry, including the introduction of Customer 360 for Health, an AI-driven healthcare solution. Why Choose Salesforce Health Cloud? Salesforce Health Cloud connects healthcare teams to ensure that patients receive the right care, supported by multi-layered security to protect sensitive patient data. It integrates clinical and non-clinical patient data, streamlining workflows and enhancing patient satisfaction. Top Features of Salesforce Health Cloud Key features include Patient 360, Care Plans, Care Coordination, Health Timeline, and Einstein Analytics for Healthcare, among others. Salesforce has also introduced AI-powered innovations under the Patient 360 for Health initiative, enhancing patient care and operational efficiency. Integration with MuleSoft Salesforce Health Cloud’s integration with MuleSoft allows organizations to connect with existing healthcare systems, ensuring accurate and up-to-date patient information, unlocking the full potential of their data, and improving decision-making. Conclusion Salesforce Health Cloud is more than just a platform—it’s a comprehensive solution for managing doctor-patient interactions, recordkeeping, and delivering personalized care. By leveraging Health Cloud, healthcare organizations can transform patient experiences, streamline processes, and ensure data security and compliance, positioning themselves for a brighter future in healthcare. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Security Identity and Privacy Summer 24 Release Notes

Security Identity and Privacy Summer 24 Release Notes

External Client App Manager, OAuth 2.0 token exchange handlers, and Event Log File Browser are each now available in Setup. Also, external client apps now support a bunch of new OAuth flows. Give users access to manage custom domains with a new, more targeted user permission. Create uninterrupted user experiences across Salesforce and custom interfaces with the new Single-Access UI Bridge API. Access your Data Cloud encryption policy status from the Security Center Encryption Policy metric. Scratch orgs on Salesforce Edge Network use partitioned domains. And Android mobile connected apps now require the Admin SDK private key and project ID from a Google Firebase project. Security Identity and Privacy Summer 24 Release Notes. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Summer 24 Salesforce Development Release Notes

Summer 24 Salesforce Development Release Notes

Whether you’re using Lightning components, Visualforce, Apex, or Salesforce APIs with your favorite programming language, these enhancements help you develop amazing applications, integrations, and packages for resale to other organizations. Summer 24 Salesforce Development Release Notes. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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