Developer Enhancements Salesforce Flow Enhancements Flow Orchestrator Enhancements How to Access and Use Key Salesforce Features View the Automation Lightning App: Manage Steps in an Orchestration Stage: Customize the Flow Orchestration Work Guide Component: Customize SMS One-Time Password Delivery for Experience Cloud Sites: Control Authenticated Callouts Permissions: Improve Data Transmission Speed and Security with TLS
Capture Forecasts with Forecast Submissions Track sales forecasts accurately: Submit and review forecasts to keep them up-to-date with the latest estimates and quota comparisons. Available in Lightning Experience for Professional, Developer, Enterprise, and Unlimited editions with Sales Cloud. Forecast SubmissionsHow: Enable Forecast Submissions by navigating to the Forecast Settings page in Setup. Sales reps and
Simplifying Repayment Schedules: Elevating Borrower Experience with Salesforce In the rapidly changing financial services industry, managing loan repayment schedules efficiently is vital for both lenders and borrowers. A well-designed system can significantly enhance the borrower experience, streamline operations, and boost overall efficiency. Salesforce software emerges as a powerful solution that simplifies repayment schedules and fosters
Salesforce Winter 25 Release notes are here. Salesforce Overall Learn about new features and enhancements that affect your Salesforce experience overall. August 8: Get early access by signing up for a Pre-Release org Admins can sign up for a pre-release Developer Edition environment, which is full of all the Winter ’25 features to explore to your heart’s content. Developer
Tectonic: Elevating Complaint Management in Banking with Salesforce Customer satisfaction is key in banking, but complaints are unavoidable. Banking Complaints to Profits is not only learning from complaints but increasing revenue by them. Banking complaints also present a unique opportunity. Handled effectively, complaints can offer valuable insights that drive process improvements and ultimately strengthen customer
The concept of the Connected Car has been a topic of discussion for years, often accompanied by ambitious predictions from consultants about its market potential. For example, McKinsey in 2021 projected that by 2030, Connected Cars would constitute 95% of all vehicles on the road. Central to the success of these vehicles is data, with
Salesforce is a powerful tool, but a generic homepage can overwhelm you with information. Salesforce Home Page Customization is the solution. The good news? You can customize your Salesforce homepage to create a personalized dashboard that enhances productivity and keeps you focused on what matters most. In this insight, we’ll explore the steps to customize
Editor’s Note: AI Cloud, Einstein GPT, and other cloud GPT products are now Einstein. For the latest on Salesforce Einstein The Rise of Generative AI: What It Means for Business and CRM Generative artificial intelligence (AI) made headlines in late 2022, sparking widespread curiosity and questions about its potential impact on various industries. What is Generative
The Winter ’25 release is available through the pre-release program. Winter 25 Release new features On August 30, 2024, Sandboxes will be upgraded, providing your organization with the Winter ’25 release experience. This release brings numerous new features and enhancements across various areas, including: Additional improvements are included in Salesforce Scheduler, Field Service, and Marketing
Replacing the ‘New’ Opportunity Button on a Contact with a Screen Flow Description:An organization seeks to replace the standard ‘New’ button on the Opportunity related list in Contact records with a custom flow. This flow will allow them to create an Opportunity record with additional customization that the standard screen does not offer. Solution:In this
Marketing success hinges on delivering consistent, timely, and engaging content. According to the Salesforce State of Marketing report, 78% of high-performing marketers identify data as their most critical asset for creating cohesive customer journeys. Yet, only 49% report having a unified view of customer data sources. This disconnect highlights a significant challenge many marketing teams
SigFig, a leading provider of digital wealth management solutions, has upgraded its Engage platform with advanced AI features designed to enhance the effectiveness of financial advisors. The Engage platform seamlessly combines human expertise with state-of-the-art technology, equipping financial advisors and their teams with a range of tools to boost their efficiency. New AI-driven functionalities in
70% of Sales Teams Rely on CRM Systems, but 43% Struggle with Data Management—Here’s a Solution CRM platforms like Salesforce have become indispensable tools for modern sales teams aiming to optimize workflows and gain critical insights. Despite their importance, many teams still face challenges with data management, often due to the sheer volume of data
GLYNT.AI Launches Net Zero Hero for Salesforce Net Zero Cloud Net Zero Hero Sustainability Data + Net Zero Cloud GLYNT.AI, a leader in providing investor-grade sustainability data, has announced the launch of Net Zero Hero on the Salesforce AppExchange. This new offering enables sustainability and finance teams to access accurate, automated, and audit-ready data on
The Rise of AI-Powered Copilots in the Workplace: The New Age of Office Helpers As more businesses embrace AI tools, the tech world is buzzing with a new kind of office assistant: the AI-powered copilot. These digital sidekicks are here to revolutionize how we interact with information—think of them as the high-tech, caffeine-free version of
