Salesforce News Archives - gettectonic.com
Salesforce Launches AI-Powered Agentforce for HR Service to Transform Employee Support
05May

Salesforce Launches AI-Powered Agentforce for HR Service to Transform Employee Support

Salesforce Inc. (NYSE: CRM) today unveiled Agentforce for HR Service, a new AI-powered solution designed to revolutionize employee support by automating routine HR tasks and delivering personalized, conversational assistance. Built on Salesforce’s existing HR Service platform, Agentforce for HR Service integrates directly into Slack and Employee Portals, enabling workers to manage common requests—such as time-off approvals, benefits updates, and payroll inquiries—through natural language interactions. For more sensitive or complex issues, the AI seamlessly hands off conversations to human HR representatives with full context, ensuring a smooth transition. AI as a Digital HR Partner HR teams are under increasing pressure, with 57% of professionals reporting they are overcapacity, according to a 2024 Society for Human Resource Management (SHRM) study. Agentforce aims to alleviate this strain by handling high-volume, repetitive tasks while allowing HR specialists to focus on strategic initiatives and employee well-being. Key capabilities include: Proven Results at Salesforce Salesforce has already deployed Agentforce for HR internally, reporting a 96% self-service resolution rate across nearly 10 million employee inquiries. “The future of work is humans and agents collaborating,” said Nathalie Scardino, President and Chief People Officer at Salesforce. “We’re leading this shift by empowering HR teams to scale support while maintaining a human touch.” Industry Adoption Underway Early adopters like Indeed Inc. are already using Agentforce to streamline hiring and employee support. Analysts see strong potential for AI to redefine HR efficiency. “HR, like every department, is being asked to do more with less,” noted Rebecca Wettemann, Principal Analyst at Valoir. “Agentforce enables HR teams to deliver faster, more consistent support by centralizing data and automating workflows.” Availability Agentforce for HR Service is now available via the Agentforce Platform, HR Service Console, and Employee Portal, with Slack integration coming in June. For more details, visit Salesforce.com. About SalesforceSalesforce is the global leader in CRM, empowering companies to connect with customers in a whole new way. For more information, visit Salesforce News. Why This Matters Salesforce’s latest innovation underscores its commitment to AI-driven productivity, positioning HR as the next frontier for agentic AI adoption. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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May 5, 2025in Agentforce Platform, Agentic AI, Data, Salesforce, Salesforce Data Cloud
AWS Salesforce
01May

AWS AppFabric Supports Salesforce

Today, AWS AppFabric announces support for three new data sources: Salesforce, Azure Monitor, and Google Analytics. Starting now, IT administrators and security analysts can use AppFabric to quickly integrate with 29 supported SaaS applications, aggregate enriched and normalized SaaS audit logs, and audit end-user access across their SaaS apps.  AWS AppFabric Supports Salesforce. AWS AppFabric quickly connects SaaS applications with security tools like Barracuda XDR, Dynatrace, Logz.io, Netskope, NetWitness, Rapid7, and Splunk, or data lakes like Amazon Security Lake. With AppFabric, IT and security teams can more easily manage and secure SaaS applications by aggregating and normalizing log data into a central repository, and employees can soon complete everyday tasks faster using generative artificial intelligence (AI). With today’s announcement, IT and security analysts can improve their SaaS security posture across 29 SaaS applications without managing application specific API integrations. AWS AppFabric is generally available in the following AWS Regions: US East (N. Virginia), Asia Pacific (Tokyo), and Europe (Ireland). AWS AppFabric Supports Salesforce What is AWS AppFabric? AppFabric quickly connects software-as-a-service (SaaS) applications across your organization. IT and security teams can then easily manage and secure applications using a standard schema, and employees can complete everyday tasks faster using generative artificial intelligence (AI). The core of the data fabric architecture is a data management platform that enables the full breadth of integrated data management capabilities including discovery, governance, curation, and orchestration . Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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May 1, 2024in Google Analytics, Salesforce, Salesforce Implementation Services
summer 24 analytics release notes
24Apr

Summer 24 Analytics Release Notes

Analytics summer 24 enhancements include new and updated features for Lightning reports and dashboards, Data Cloud reports and dashboards, CRM Analytics, Intelligent apps, and Tableau. Summer 24 Analytics Release Notes. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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April 24, 2024in Salesforce, Salesforce Marketing Cloud, Salesforce Tableau
Summer 24 Release Updates
20Apr

Salesforce Maps Summer 24 Update

To improve scale and performance, Salesforce Maps is updating its mapping framework from raster to vector. This update also improves integrations with Esri data and includes a refined user experience.For Summer ’24, Sandbox and Production Orgs will remain on Raster maps by default. You can enable the new Vector maps experience by enabling the “Preview Enhanced User Experience” setting in Maps Permission Groups.It’s best to test vector maps in sandboxes or with a subset of users in production environments before the production-wide upgrade affects all users in a future major release. At that time, Salesforce Maps will retire its raster maps framework.Salesforce Maps Summer 24 Update How does the vector maps upgrade affect my Salesforce Maps implementation? Some Salesforce Maps customers who implemented custom code under a MapAnything statement of work can experience problems with those customizations. Those problems can require updates, such as references to new APIs. Updating custom code may also require you to migrate code to a screen flow or Lightning Web Component within Salesforce Maps as a custom action. Salesforce Maps Summer 24 Update Learn how sales mapping software can help you visualize data to fuel better decisions, streamline field operations, and optimize territories faster. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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April 20, 2024in Salesforce
Salesforce CMS Sundown
29Feb

Notice of Non-Renewal – Salesforce CMS Sundown

Salesforce is retiring the following CMS products, which will no longer be renewable after March 1, 2025. Salesforce CMS Sundown. CMS Enterprise EditionCMS Performance EditionCMS Unlimited Edition Salesforce CMS Sundown What is Salesforce CMS abbreviation? Salesforce: A leading customer relationship management (CRM) platform that helps businesses manage their interactions and relationships with customers and prospects. CMS: Short for Content Management System, it’s a software application designed to create, manage, and optimize digital content. Who is impacted? You have an active subscription to Salesforce CMS within Marketing or Experience Cloud. How am I impacted? Beginning March 2, 2025, you won’t be able to renew your Salesforce CMS subscriptions. Will I lose service or access? No, you can continue using your current Salesforce CMS subscription through your existing subscription term. Do I need to take any action? No. If you have questions, contact your Account Executive about your Salesforce CMS subscription. Salesforce CMS is a hybrid content management system (CMS) where you can create, edit, organize, and manage digital content from a centralized location. Share content by publishing to channels such as a commerce site, marketing email, customer community, partner portal, or any digital experience. What are the types of CMS in Salesforce? CMS Content Types Salesforce CMS comes with three standard content types: Document, Image, and News. You can also create custom content types for your specific needs, like blog posts or product announcements. What is an example of a CMS? Examples of the most widely used open source CMS platforms include: WordPress. Joomla. Drupal. What is the difference between CMS and Knowledge in Salesforce? Salesforce Knowledge and Salesforce CMS are two powerful tools to author contents and it’s honestly a debate on usecases and its effectiveness. One hand CMS can create the rich content with created once and used in any Digital channels concept. On the other hand Knowledge can facilitate granular level of accessibility. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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February 29, 2024in Salesforce
Salesforce
22Jan

Spring ’24 Salesforce Enhancements to Health Cloud and the Financial Services Industry

Salesforce Enhancements to Health Cloud and the Financial Services Industry bring about big changes for Health Cloud and financial services solutions. Enhancements Home Health Enhancements Health Cloud Deliver connected health in the home with new slot broadcasting, intelligent medication management, and a self-service patient portal. Provider Relationship and Network Management Enhancements Health Cloud Process referrals faster with automated intake, guided flows, and fax-conversion. Simplify provider searches with filters for conditions, services, and geographic location. Advanced Therapy Management Enhancements Health Cloud Use e-signatures to maintain FDA compliance with a digital trail of custody. Interoperability Enhancements Health Cloud Accelerate healthcare interoperability with clicks, not code. Use real-time APIs for EMRs, embedded analytics, and bulk data ingestion to simplify integration. Personalized Financial Engagement Financial Services Unify terabytes of customer data across legacy and third-party systems into a single view. Ignite your personalization strategy at scale by using out-of-the-box calculated insights to create targeted segments and improve employee efficiency. Automation Templates Enhancements Financial Services Deliver self-service embedded into your digital banking solutions, move faster with an expanded library of prebuilt service process templates, and streamline transaction disputes with a dedicated data model and smart intake capabilities. Transaction Dispute Management Enhancements Financial Services Streamline complex dispute processes to drive faster resolution. Generate personalized email communications drafts using prompts based on relevant customer data. Eliminate the inefficiencies of switching between systems and reduce operational costs. Actionable Segmentation Enhancements Financial Services Build more advanced lists with Data Cloud and AI-driven Propensity Scores. Drive business outcomes with new actions like adding list members to a Sales Cadence. Salesforce Enhancements to Health Cloud and the Financial Services Industry Stay tuned to Tectonic’s Insights for more details and news from Salesforce. Salesforce Enhancements to Health Cloud and the Financial Services Industry Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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January 22, 2024in Life Sciences Cloud, Salesforce Financial Cloud, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud
Salesforce Logo
20Jan

Spring ’24 Enhancements to Salesforce Analytics, Data Cloud, Einstein, and Net Zero Cloud

Discover the Spring ’24 Enhancements to Analytics Data Cloud Einstein and Net Zero Cloud Enhancements to Salesforce Analytics, Data Cloud, Einstein, and Net Zero Cloud in Spring’24. Reports and Dashboards for Data Cloud Enhancements Analytics Create custom report types, more core semantics, calculated insights, and date and time formulas. Analytics Collection Components Analytics Curate related analytics assets for better organization and easier consumption. Embed a specific collection directly into Lightning pages to easily access the insights you need right in your workflow. Enhanced Dashboard Customization Analytics Easily create and remember custom colors for widgets. Save hours in development time by applying layouts and colors to all widgets in a dashboard with just a few clicks. Revenue Intelligence Enhancements Analytics A new streamlined setup helps you get started even faster, and a library of KPI components lets you further customize Forecast Insights. To better understand conversation rates, use the new Win Rate Funnel view. Data Graphs Data Cloud Combine multiple data model objects and calculated insights into a unified view. New Profile API improves query performance to power near real-time use cases across Customer 360. Bring Your Own Lake with Snowflake Data Cloud Share data between Data Cloud and Snowflake with zero-ETL. With Data Federation, you can now share your data bidirectionally and access Snowflake datasets in Salesforce to enrich your unified customer profiles and unlock new insights. Bring Your Own Lake with Google BigQuery Data Cloud Share data between Data Cloud and Google BigQuery with zero-ETL. With seamless data access, you can enrich your unified customer profiles with BigQuery datasets, helping you unlock new insights and better power your Google Analytics and AI models. Streaming Data Ingest for Salesforce CRM Connector Data Cloud Ingest changes to Salesforce standard and custom objects in near real-time with streaming data ingest for the Salesforce CRM Connector. Now, existing batch ingestion checks for more frequent updates to your Salesforce objects. Einstein Copilot Einstein Embed Einstein Copilot—a conversational AI assistant—across all Salesforce applications to help teams be more productive. Automate steps or tasks with out-of-the-box actions, or create custom actions that call flows, Apex, or MuleSoft APIs. Prompt Builder Einstein Create, test, and refine prompt templates easily without code. Ground prompts with dynamic CRM data, including merge fields and flows. Invoke prompted workflows across the Einstein 1 Platform through Flow, Lightning Web Components, and Apex. ESG (Environmental, Social, and Governance) Disclosure Authoring with Generative AI Net Zero Cloud Use Einstein to generate more efficient Corporate Sustainability Reporting Directive (CSRD), Global Reporting Initiative (GRI), and Carbon Disclosure Project (CDP) reports. Einstein can access and use the internal information you’ve uploaded to Net Zero Cloud to write and answer specific questions required for these reporting standards. Disclosure and Compliance Hub Plugin for Microsoft Word Net Zero Cloud Net Zero Cloud now provides sustainability managers more flexibility to support multiple authoring formats using Microsoft Word Office 365. Multiuser collaboration, easy navigation, and rich text support create a cleaner and easier experience. Marginal Abatement Cost Visualizations Net Zero Cloud With marginal abatement cost visualizations, customers can gain insights into required investments for various programs and forecast future emissions based on the cost to offset carbon. Sustainability Program Visualizations Net Zero Cloud Visualize the combined effects of multiple environmental, social, and corporate governance (ESG) initiatives and gain a deeper understanding into different ESG projects and specific metrics within these projects. Improved Emissions Factors Management Net Zero Cloud Automatically integrate emissions factors from Net Zero Marketplace into Net Zero Cloud to easily manage and apply the data, for improved transparency and visibility in one location. Stay tuned to Tectonic’s Insights for more details and news from Salesforce. Enhancements to Salesforce Analytics, Data Cloud, Einstein, and Net Zero Cloud. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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January 20, 2024in Google Analytics, Salesforce Data Cloud, Salesforce Einstein, Salesforce Marketing Automation, Salesforce Net Zero Cloud
Salesforce Logo
19Jan

Spring ’24 Enhancements for Salesforce Sales Cloud and Service Cloud

Enhancements for Salesforce Sales Cloud and Service Cloud in Spring ’24 release. Einstein Copilot Sales Actions Sales Cloud Introducing our conversational AI assistant for sales. Empower sellers to be more productive at every step of the sales cycle as they research customers and prospects, follow up after meetings, and keep the CRM current. Call Exploration Sales Cloud Analyze sales conversations with generative call exploration. The conversational interface helps you quickly understand more about a sales call and how to follow-up and move the deal along. Forecast Groups Sales Cloud Group forecasts to align with selling motions or business segments. With a single view, see total attainment across the business and sales organization to drive forecast accuracy. Seller Home Sales Cloud Allow a sales team to see their most important customer data in one place. Keep sales teams informed of their real-time contributions to the business, setting their own individual weekly goals and identifying where to accelerate connecting with their customers. Maps Lite Sales Cloud Visualize up to 50 accounts, contacts, or leads within your CRM with Maps Lite, now available in Sales Cloud Unlimited. You no longer need to manually look up where your customers are located before planning out events and focusing campaigns. Enablement for Partners Sales Cloud Onboard partners faster and help them gain relevant product knowledge with outcome-based enablement. Tie partner activities to performance and metrics within the Salesforce PRM (partner relationship management) experience. Build and implement partner enablement programs that motivate and engage them to learn as they generate revenue and move business. Search Answers Service Cloud Deflect more cases by surfacing answers to agents’ and customers’ questions directly in the Community Portal or Agent Console using generative AI. Rather than combing through multiple, lengthy knowledge articles, get precise answers grounded in trusted knowledge articles with Search Answers. We provide citations for the answers that Einstein generates. Service Cloud Einstein: Knowledge Enhancements Service Cloud Use generative AI to quickly draft knowledge articles based on case data, saving agents time. Once the knowledge article is drafted, it goes through a standard review and approval process to ensure accuracy and relevance, which helps formalize institutional knowledge. Service Intelligence Enhancements Service Cloud Allow agents to proactively take action with out-of-the-box Customer Effort Score and an AI-model for Propensity to Escalate. Meanwhile, Feature Management makes it easy to identify which knowledge articles deliver value and drive efficiency. Unified Messaging for WhatsApp Service Cloud Turn one-way marketing promotional messages into two-way service conversations within the same WhatsApp thread for better engagement, higher conversions, and faster resolutions. Meet your customers where they are–and go from “do not reply” to “please reply.” Document Builder Service Cloud Create impactful, tailored service documents with Document Builder, which adapts to various use cases like service reports, asset certificates, and quotes. User-friendly and loaded with Lightning web components, Document Builder lets you embed images, customize content, and go global with language localization. Tailor your documents to match your workflow, from one asset to many, and speak your customers’ language effortlessly. Stay tuned to Tectonic’s Insights for more details and news from Salesforce. Enhancements for Salesforce Sales Cloud and Service Cloud in Spring ’24. Like Related Posts Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Asset Management Salesforce Can Salesforce do asset management? You can manage assets in Consumer Goods (desktop) and in the Consumer Goods offline mobile Read more Lookup Relationship in Salesforce What is Lookup relationship in Salesforce? Salesforce’s lookup relationships is a significant capability that allows users to connect two objects Read more What is Salesforce? Salesforce is cloud-based CRM software. It makes it easier for companies to find more prospects, close more deals, and connect Read more

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January 19, 2024in Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce
16Jan

Spring ’24 Enhancements for Salesforce Mulesoft, Slack, and Salesforce Customer Success

Enhancements for Salesforce Mulesoft, Slack, and Salesforce Customer Success Spring ’24. Anypoint Code Builder for Desktop MuleSoft Design, develop, and deploy APIs and integrations from a single environment. RPA—Unified Flow MuleSoft The Spring ’24 release brings together features and enhancements that streamline business-IT collaboration, reduce time-to-value, and maximize efficiency. These include new I/O variables based on JSON that make integration easier, bots that can be pooled to scale up or down as needed, Anypoint/Composer flows that can be invoked by RPA, and more. Anypoint Studio Update MuleSoft Studio 7.16 includes improvements to asset import, API development, and CloudHub deployment experiences. Anypoint Flex Gateway: Policy Development Kit MuleSoft Policy Development Kit allows developers to simply and easily build custom policies for Anypoint Flex Gateway using Rust. MuleSoft Direct for Industry Clouds: Loyalty, Automotive, and Manufacturing MuleSoft Connect to industry systems faster directly from Salesforce for Loyalty, Automotive, and Manufacturing Cloud. Anypoint Monitoring: Data Exporter for OpenTelemetry MuleSoft Centralize data export for all telemetry data in Anypoint Platform for faster integration with third-party monitoring services using Data Exporter for OpenTelemetry. Azure Event Hubs Connector MuleSoft MuleSoft’s newest Azure Event Hubs connector seamlessly integrates with MuleSoft applications, allowing users to send and receive messages from Azure Event Hubs without the need for complex coding or configuration. This connector is ideal for constructing real-time data pipelines and event-driven applications. Workflow Builder Enhancements Slack Create time-saving automations with new connectors that seamlessly connect your business tools. Create even more powerful workflows that automate work across multiple systems. Slack Canvas Enhancements Slack Create, organize, and share essential information–right in Slack. The new canvas gallery is a centralized place to quickly find templates to use as-is or customize to suit your needs. Customer Success Score Enhancements Customer Success Signature Success Plan customers now have new data for sandboxes and Data Cloud. The Success Score now provides AI-powered actionable recommendations to improve business outcomes. Expert Coaching Enhancements Customer Success Expert Coaching offers new refreshed sessions, all-new programs, and more. Experts guide you on how to get the most out of Salesforce through sessions to onboard, adopt, and grow your business. Stay tuned to Tectonic’s Insights for more details and news from Salesforce. Enhancements for Salesforce Mulesoft, Slack, and Salesforce Customer Success. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Integrations How do you make Salesforce even better? Integrate it with all the third party apps you already use. From productivity Read more Salesforce Health Cloud Information Since its inception in 2016, Salesforce Health Cloud has evolved significantly, adapting to the intricacies of the sensitive and dynamic Read more Retirement of Salesforce Data Recovery Service In July 2020, Salesforce announced that they were retiring their last-resort Data Recovery Service because it did not meet their Read more

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January 16, 2024in Mulesoft, Salesforce Slack
Salesforce Release Notes
29Dec

What’s New With Salesforce’s Release Notes?

Explore the latest updates in the Salesforce Release Notes! Discover new features designed to enhance your usage of the release notes. Effectively treating this page as your go-to source for updates. Visit regularly with each seasonal release to stay informed about the latest enhancements. Know that Salesforce values your feedback. The Salesforce release notes are meant to be a source of information AND a place to ask questions. Effortlessly Access Salesforce Release Information Based on user feedback on how customers navigate and utilize this valuable content, Salesforce has strategically positioned the Release Updates section near the top of the Release Notes. By the table of contents. Easily locate it right after the Salesforce Overall section for swift access. Unified Einstein Features for Seamless Discovery They’ve streamlined the Einstein and Einstein Generative AI sections of the release notes into a consolidated Einstein section. This simplifies the process of finding the most intelligent features and platform improvements. In true Salesforce fashion all powered by predictive AI, generative AI, or a combination of both. Expect Einstein features and platform changes to be rolled out as frequently as monthly. Prudently check back often. Stay Updated with Salesforce Customer Success on X As part of Salesforce’s evolution, they are retiring the @salesforcedocs X handle and joining forces with Salesforce Customer Success at @asksalesforce. Follow them there for curated documentation updates and highlights to stay in the loop. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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December 29, 2023in Salesforce
Salesforce Release Notes
30Nov

Salesforce’s Off Schedule Releases

Salesforce introduces features and enhancements far more frequently than three times a year for certain products. To help you stay updated on the latest developments on Salesforce off schedule releases. Let’s deep dive into these feature enhancements, with updates occurring as frequently as monthly, right in the seasonal release notes. As you navigate through the content, remember the following points: For instance, the Spring ’24 release commences its rollout to customer instances in mid-January 2024. Release notes for features introduced in January or February are linked under a topic named “February ’24 Release,” while those for features launched in March 2024 are found under the “March ’24 Release” topic. Salesforce off schedule releases can really sneak up on users and admins if they don’t stay in the know. Now you know. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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November 30, 2023in Salesforce
Salesforce DevOpps
24Oct

Where Can I Find Release Notes and Bugs from Salesforce?

When Salesforce does a release, in addition to email notifications, you have a website you can access 24/7 to monitor release issues. This is where you can find Release Notes and Bugs. Salesforce Known Issues Site Once the Salesforce’s New Release is live, you’ll be able to see information about updates and available workarounds for technology bugs. Bookmark this page to check out in the future! Locating Release Notes and Bugs Here is an example: Release Notes and Bugs Salesforce periodically provides release updates that improve the performance, logic, security, and usability of our products. The Release Updates page provides a list of updates that can be necessary for your organization to enable. Some release updates affect existing customizations. Every time a release update is created, it gets scheduled to be enforced in a future release. We announce each update and its schedule here as soon as that schedule is known, but occasionally, updates are postponed or canceled. If that happens, we let you know in the section that describes that specific release update. Often, release updates provide a Test Run option so you can enable an update and examine any changes to your org, including changes to customizations, before that update’s Complete Steps By date. To view release updates, from Setup, in the Quick Find box, enter Release Updates, and select Release Updates. Enforced with This Release These updates are scheduled to be enforced this release. Disable Rules for Enforcing Explicit Access to Apex Classes (Release Update)This update disables the requirement for a user running a flow to have explicit access to Apex classes invoked by that flow. This update was first made available in Summer ’20 and was scheduled to be enforced in Spring ’23, but we postponed the enforcement date to Summer ’23. Enable Content Sniffing Protection (Release Update) Help shield your org and network from malicious attacks with content sniffing protection. This change helps prevent the browser from loading scripts disguised as other file types when your users access external content and websites from Salesforce. This update was first made available in Winter ’23 and was scheduled to be enforced in Spring ’23, but we postponed the enforcement date to Summer ’23. Enable Sharing for Flow Orchestration Objects (Release Update) In Summer ’23, Salesforce enables sharing for Flow Orchestration objects. With this change the Manage Flow user permission no longer grants user access to Flow Orchestration objects. To cancel or debug an orchestration or to reassign an orchestration work item, a user needs the Manage Orchestration Runs and Work Items user permission, along with sharing access to Flow Orchestration objects. Users who run orchestrations and execute work items must still have the Run Flows user permission. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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October 24, 2023in Salesforce
Salesforce
22Oct

Salesforce Winter ’24 Release Highlights

Excitement is building in the Salesforce community. Dreamforce and the Winter ’24 release align within the same hot 30-day period, bringing a wave of new updates and announcements for the Salesforce ecosystem. Salesforce Winter ’24 Release Highlights are amazing. As the release date approaches, focus should be on two key aspects. Preparing your sandbox and knowing the upgrade timeline for your instance. Salesforce Winter ’24 Release Date: Understanding when your production instance will undergo the Winter ’24 release is necessary. To determine this, check your instance on Salesforce Trust by clicking on your instance name and selecting “Maintenance.” This will reveal the specific date of the Winter ’24 release for your organization. It’s essential to conduct thorough testing of your main use cases before this date to ensure a smooth transition. Release weekends for Winter ’24 are scheduled on: If you’re unsure about your instance, navigate to “company information” within “Setup” on your Salesforce platform. Winter ’24 Sandbox Preview Information: Equally critical is understanding how and when your sandbox will be upgraded, providing the first opportunity to test the new release within your custom Salesforce system. Salesforce has two release windows for sandboxes based on whether they are “Preview” or “Non-Preview” instances. Most sandboxes are expected to undergo upgrades on Aug 26th, 2023. Stay tuned for additional information on Sandbox previews. Winter ’24 Pre-Release Org: Pre-release orgs offer an excellent way to familiarize yourself with the new features ahead of sandbox upgrades. Existing preview orgs have been upgraded with the Winter ’24 release. For those without a pre-release org, sign up for a Winter ’24 Org to explore the latest features. Winter ’24 Release Highlights: While the dates are significant in the Salesforce release cycle, the most anticipated date is the official release of “Salesforce Release Notes.” Expected in early August 2023, consider these notes as providing the first insights into the features and enhancements. They are the first look into what will be applied across the entire Salesforce suite. And its always great to be the first to know. As the Salesforce community eagerly awaits these milestones, stay tuned for updates and announcements to make the most of the upcoming Winter ’24 release. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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October 22, 2023in Salesforce
Salesforce
02Oct

Did Your Salesforce Product Name Change?

In the ever-changing ecosystem of Salesforce and enterprise technology in general, product capabilities continually evolve and adapt. This holds true for Salesforce’s product portfolio, where not only functionalities but also product names undergo transformations. Salesforce Product Name Change happens all the time. The ‘formerly known as’ guide presented here explains the reasons behind these name changes and provides insights into the evolution of specific Salesforce products. The rationale for altering product names often stems from the need to enhance clarity, align with product developments, or signify the introduction of something new or retired. While this creates significant challenges for the sales and marketing teams at Salesforce and its partners and customers, it also impacts things like your search for information on a product or resources for implementation. Salesforce Product Name Change Feel free to bookmark, save, or print this list. Data Cloud: Data Cloud, Salesforce’s Customer Data Platform (CDP), takes the evolutionary spotlight with its frequent name changes, reflecting the rapid evolution of this technology. From Customer 360 Audiences to Salesforce Genie and eventually settling as Data Cloud in 2023, each name adjustment signifies big advancements and adaptability, particularly with generative AI innovations. CRM Analytics: The journey of CRM Analytics, previously known as Edgespring, Wave, and Einstein Analytics, illustrates the consolidation of Salesforce’s analytics offerings. The final nomenclature, CRM Analytics, emerged in April 2022, reflecting a desire for consistency and immediate recognition. Salesforce Industries: The evolution from Vlocity to Salesforce Industries in 2020 demonstrates Salesforce’s recognition of the distinctive nature of industry-specific requirements in the platform. This transition resulted from the acquisition of Vlocity and the integration of its industry-specific CRMs into Salesforce’s family of product offerings. Account Engagement (formerly Pardot): The renaming of Pardot to Account Engagement emphasizes Salesforce’s commitment to consistency and immediate understanding within the expansive Marketing Cloud product suite. The new name aligns with the product’s focus on B2B marketing automation. One can hardly remember when the product was known as Exacttarget. Marketing Cloud Offerings: Several Marketing Cloud products underwent renaming in April 2022. Personalization (formerly Interaction Studio) and Marketing Cloud Intelligence (formerly Datorama) highlight Salesforce’s effort to streamline and provide clarity within its diverse marketing solutions. Quip: Quip, initially acquired in 2017, underwent various phases, from Salesforce Anywhere to Canvas within Slack. Despite a potential interim name as “Live Documents,” the product eventually reverted to the concise and distinct name Quip. One small example of the more things change, the more they become the same. Einstein GPT: The launch of Einstein GPT highlights Salesforce’s innovation in generative Artificial Intelligence tools, emphasizing its broader scope, including the Data Cloud as its foundation. Subsequent changes, such as the introduction of the Einstein 1 Platform and Copilot, indicate the platform’s ongoing evolution. Prompt Builder: The evolution from Prompt Studio to Prompt Builder within Copilot Studio shows Salesforce’s commitment to consistency in naming conventions across different parts of its platform. Salesforce Starter Edition: Originally introduced as Salesforce Easy and later renamed Salesforce Starter, this CRM edition targets small businesses, emphasizing guided onboarding and built-in AI capabilities. The product remains a great entry-level platform for smaller businesses looking to move to the Salesforce ecosystem. Work.com: While not a name change per se, the revival of Work.com for a different purpose reflects Salesforce’s adaptability. The legacy Work.com, focused on social performance management, contrasts with the contemporary Work.com, offering applications, resources, and content for creating resilient workplaces. What’s in a Name? Salesforce’s approach to name changes aims to signify innovation, clarity, and relevance to evolving functionalities. The transparent communication from Salesforce leadership underscores their commitment to keeping users informed about the reasons behind such changes. As the Salesforce ecosystem continues to evolve, names may change, but the intention remains rooted in highlighting what’s new and driving progress. Salesforce Product Name Change is just a part of the evolution of the ecosystem. Like1 Related Posts Who is Salesforce? 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October 2, 2023in Salesforce
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