Supercharge your workforce efficiency with predictive and generative AI. Salesforce Einstein Summer 24 Release Notes. Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight. CLOUD FEATURES RELEASE NOTE June ’24 Analytics Report Formula Generation Add Calculated Fields to Your Data Cloud Reports with Einstein Generative AI
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
Every month Salesforce announces retirement and sundowning of products and features. For long-time Salesforce power users, this one feels like the end of an era. Salesforce has announced the end of support for Workflow Rules and Process Builder in 2025. Scheduled Paths are a replacement for Scheduled Actions in Process Builder and Time-Based Workflow Rules. And
Publish Date: Mar 5, 2024 Description Salesforce will no longer be supporting Workflow Rules and Process Builder on December 31, 2025, and we recommend that you migrate your automation to Flow Builder by that time. Workflow Rules & Process Builder End of Support You’re also probably wondering why we’re retiring Workflow Rules and Process Builder.
End of Support Publish Date: Mar 5, 2024 Description Salesforce will no longer be supporting Workflow Rules and Process Builder on December 31, 2025, and we recommend that you migrate your automation to Flow Builder by that time. You’re also probably wondering why we’re retiring Workflow Rules & Process Builder. Salesforce wants to focus development
Marketing Cloud Growth extends the platform capabilities to enhance your team’s marketing endeavors. It allows you to integrate multiple data sources with Data Cloud, create content using Digital Experiences, orchestrate complex customer journeys with Flow Builder, and optimize campaigns with Einstein AI. Required Editions: Available in Salesforce Enterprise and Unlimited Editions with Marketing Cloud Growth
Salesforce Flow is a tool designed to automate complex business processes by collecting and manipulating data. Flow Builder, the declarative interface for creating flows, allows users to construct logic similar to coding without requiring programming expertise. When customers engage with a company—whether purchasing tickets, managing bills, or arranging reservations—they anticipate a seamless, personalized experience. Flow
Facilitate constituent referrals to service providers effortlessly by utilizing a guided flow. This streamlined process enables the inclusion of comprehensive information about individuals or households, providers, and other essential details. Enhance the effectiveness of service delivery by sharing the referral record and additional information directly with the service provider. Your caseworkers can easily refer constituents
Salesforce Automation Guide. I cannot lie. There was a time when I thought the greatest thing about Salesforce was that it prevented leads from falling through the cracks. I was a marketing opps person. There was a time I thought readily available information at your fingertips and integration with an email platform was the greatest
Admins sometimes wonder if their work is being used effectively. Salesforce FlowLog is a great solution. While it’s easy to track whether fields are being filled out or new records are being created, many of the things built—such as background flows that automate processes—are harder to measure. These automations often run behind the scenes, making
Understanding the Role of the Running User in Flows Guide to Who is Running Flows. The running user in a flow is the individual who initiates the flow, either the current user or the Automated Process user. This user determines what actions the flow can perform with Salesforce data when executed in user context. Grasping
In today’s fast-paced business landscape, efficiency reigns supreme, and the optimization of processes is paramount for success. Salesforce automation tools stand as indispensable allies in this pursuit, empowering businesses to automate repetitive tasks, eliminate errors, and liberate valuable time for employees to focus on mission-critical endeavors. From sales to marketing and customer service, Salesforce offers
Effortlessly establish seamless integration between your Salesforce org and an external API, all without writing a single line of code. Harness the capabilities of declarative tools in conjunction with OpenAPI specifications to define the functionality of the external API. Connect Salesforce to an external API for increased productivity. External Services will autonomously generate invocable actions
