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
By Shannan Hearne, Tectonic Marketing Consultant Based on Nov 2023 Salesforce post from Cesar Castro As part of the ongoing evolution of Salesforce’s Einstein AI, Salesforce provided an update on how Einstein is impacting one of your favorite tools in your Salesforce admin toolkit: Salesforce Flow. Flow, with its numerous powerful capabilities, has been instrumental
Capitalizing on the public’s eagerness to travel post pandemic, the travel and hospitality industry finds its most lucrative opportunity may be in 2024. Salesforce and the Impact on Transportation and Hospitality industries is here to help. A significant 44% of Americans are anticipated to embark on leisure holiday trips this year, emphasizing the need for
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 Harnesses AI and Data Integration to Drive Autonomous, Intelligent Enterprise-Einstein GPT Links to Flow and Data Cloud Salesforce is forging ahead with innovative advancements, seamlessly integrating Einstein GPT and Data Cloud into Flow to propel the autonomous, intelligent enterprise. This article explores how these technologies collaborate to enhance customer experiences and streamline business operations.
Salesforce has recently unveiled exciting new capabilities for Flow, Einstein GPT Integration with Flow and Data Cloud. Introducing Einstein GPT and Data Cloud features to its growing family of automation tools. This development empowers everyday administrators, eliminating the need for extensive engineering teams to harness large datasets for automation purposes. The groundbreaking aspect lies in
Flow serves as a comprehensive platform designed for the creation and management of automated processes and workflows throughout the entire Salesforce ecosystem. Users harness the capabilities of SFDC Flow to construct personalized processes triggered by various events, including new record creation, task completion, or specific field updates. This flexibility empowers organizations to streamline and automate
Salesforce Queues serve as a streamlined and collaborative solution for the management of records and tasks. The value of queues in Salesforce is the ease of access they provide for records. They offer an organized and automated method to structure, distribute, and assign work items among users or teams efficiently. Visualize a Salesforce Queue as
Salesforce campaign member statuses are often undervalued, yet they play a crucial role in understanding prospect interactions and campaign performance. Salesforce Flow for Campaign Member Statuses. To enhance this process, Pardot (or Marketing Cloud Account Engagement) can automatically update Salesforce campaign member statuses based on prospect engagement using completion actions. However, a key hurdle is
Salesforce Sales Cloud, a fully adaptable CRM solution, consolidates customer information into an integrated platform that encompasses marketing, lead generation, sales, customer service, and business analytics. Salesforce Sales Cloud Process Flow saves time. Additionally, it offers access to a myriad of applications through the AppExchange. Here’s a guide on how to set up a Salesforce
