Jax, FL Admin Community Group 05.14.2024 Combined Deck
MarcLester6
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79 slides
May 16, 2024
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About This Presentation
If you weren't able to make it to Florida Dreamin' last Fall, then you are in luck. We are bringing you one of the most talked about sessions during the conference. You won't want to miss this insightful presentation from Cyndy Ferguson, Team Lead, Client Success Manager, Craftsman Tec...
If you weren't able to make it to Florida Dreamin' last Fall, then you are in luck. We are bringing you one of the most talked about sessions during the conference. You won't want to miss this insightful presentation from Cyndy Ferguson, Team Lead, Client Success Manager, Craftsman Technology Group titled: Why I hire and train Junior Admins, and why you should too!
Presentation Description:
You say you don't have time to hire, train and mentor Junior Admins? But you have time to interview 50 people, none of whom fit your current Salesforce Admin job description?
Let me show you how to hire, train, and retain Freshies or Junior Admins, while saving time, money and your sanity. I have developed 30-day, 60-day, 90-day, and 180-day plans to skill up new Admins and make your life easier.
Also, join us to get some key highlights for the Summer '24 Release that will impact and provide value to most Orgs. These updates will be available in your Sandbox and Production Orgs during the months of May and June presented by Marc Lester, Engagement Manager, Coastal.
Did you know most new features are included with your initial purchase? Explore the latest innovations in the release to maximize your ROI from Salesforce.
Some features in Summer ’24 will affect all users immediately after the release goes live, which are already available in your Sandbox and Production Orgs. If you haven't already done so, consider communicating these changes to your users so they understand the updates and know how to best take advantage of them.
Other features require direct action by an administrator before users can benefit from the new functionality.
Learn about some of each of these features and enhancements and which ones will benefit your organization the most.
Size: 144.96 MB
Language: en
Added: May 16, 2024
Slides: 79 pages
Slide Content
Jax, FL Trailblazer Community May, 14, 2024 Admin Learning & Networking Event Why You Should Hire Jr. Amins + Summer Release Highlights (Summer ‘24)
Housekeeping Restrooms WiFi Networking after with drinks and appetizers at Burrito Gallery Brooklyn Station Safety First!
AGENDA 2 : 30 - 3:00 Welcome & Introductions M.C.: Angela Moten, Salesforce Technical Lead @ American Red Cross 3:00-3:45 Why I Hire And Train Junior admins, And Why You Should Too! Presenter: Cyndy V. Ferguson, Team Lead, Managed Services @ Craftsman Technology Group 3:45-4:30 Salesforce Summer '24 Release Highlights Presenter: Marc Lester, Engagement Manager @ Coastal 4: 30 -5: 15 Community Group Updates, Raffle and Closing Remarks M.C.: Angela Moten, Salesforce Technical Lead @ American Red Cross 5:15-7:30 Networking at Burrito Gallery Burrito Gallery Brooklyn Station, 901 Riverside Ave., Jacksonville, FL 32202
Marc Lester [email protected] Engagement Manager Coastal 1 2 + Years in Salesforce Ecosystem Jacksonville, FL Admin Group Leader since 2017 Florida Dreamin’ Conference Planning Team Member since origination in 2018 /marclester @MarcJLester Angela Moten [email protected] IT, Principal - Tech Lead American Red Cross 10+ Years in Salesforce Ecosystem Jacksonville, FL Admin Group participant since 2017 Florida Dreamin’ Conference Speaker 2019 / angelamoten @amoteninc Rich Englhard [email protected] CEO Englhard Consulting Jax, FL Admin Trailblazer Community Group Leaders 12x certified Salesforce Consultant Flownatic, Husband, Father, Golfer Helping companies automate their processes saving time and money with Salesforce. /englhard @ DevelopingFlow
Welcome to the Community Group Goals & Objectives LEARN Get help, answers, and inspiration from your peers and Community Leaders. CONNECT Meet Trailblazers like you and discover opportunities from mentorship to employment. HAVE FUN Enjoy a warm, welcoming culture and make friends from around the world. GIVE BACK Inspire and mentor the next generation while building your skills and reputation.
THANK YOU to everyone that RSVP’ed today
Thank You to the CSX team for Hosting today’s event!!!
ACCOMPLISHMENTS!! CONGRATULATIONS!!
Career Connections?
New to the Trailblazer Community? WELCOME to the Salesforce Ohana!!
Why I Hire and Train Junior Admins, and Why You Should To
A sanity saving guide for Salesforce Leaders Why I hire and train Jr Admins, and why you should too!
About Craftsman Technology Group Our Mission is to help Nonprofit Organizations grow and thrive. www.craftsmantech.com s to
Knowledge is knowing a tomato is a fruit; W isdom is not putting it in a fruit salad.
About this session This session is for those who hire, train, manage and rely on Salesforce talent . Why I hire and train Jr Admins Why You should too Use the S.T.I.R. method Situational Leadership Discussion Work the Training Plan 30. 60. 90. 180-day plans Questions
Poll Results – 49 responses
25+ years experience in hiring, leading, and developing dynamic teams that achieve ambitious goals Passionate about Developing Talent Adhere to the Situational Leadership Model of Talent Development and Influence Ok Cyndy, why should I listen to you?
Why I hire Jr Admins
Succession Planning Talent - Build vs Buy Business-Specific Need What will you do if you only have one Admin and they quit? You need a bench ready to step up. Building an Admin from the ground up only takes slightly longer than onboarding experienced talent. Do you need a specific or hard to find skill set? Case Management, Marketing, Nonprofit, Industry. Why I hire Jr Admins/Freshies
Why you should hire Jr Admins
Eager to learn No bad habits Lower Initial investment Mitigate turnover** Jr Admins are MOTIVATED. They don’t build in Production Manage overhead costs. Trailhead Academy training is an affordable and fast way to skill up Jr/New Admins. Possibly mitigate turnover. People leave managers, not companies. ** Your mileage may vary . Why you should hire Jr Admins
How to STIR
Select = Select for Aptitude Train = Establish Learning Goals Invest = Time and Training Retain = Long Term Development Superbadges > Certs Clear Milestones in Learning Commit time and resources to training Establish a Two-way Feedback Loop S.T.I.R. = The key to Jr Admin Success
Internal Super Users who train others to use Salesforce (Company Knowledge) Career Changing End-Users (Business Knowledge) Military Service (Focus, Discipline) List of Training Programs Talent Stacker Tech Academy, (Formerly HBCU Force) VetForce SuperMums Many more on Trailhead and LinkedIn. Where do I find Jr Admins?
Situational Leadership Infographic
Business Mission and Goals Meet Stake holders Review training plan Set Goals Create Feedback loop 7 days R1 Shadow Business end users Review Data Model and Processes in SF Trailhead Academy Give Feedback Assign task-based work Prod Credentials Build Reports Map solutions Give Feedback Can begin to work solo on lower lever items Complete Admin Trailmix Plan for Admin Cert Shadow end users Most Jr Admins can begin solo admin work. Admin Cert achieved Set next cert goal Adv Admin, Platform App Builder, etc , Determine strengths and weaknesses of your Jr Admin Create learning to address any weaknesses Admi should be 100% capable 14 days R1 30 days R1 60 days R2 90 days R3 180 days R4 Milestone Learning Timeline
Questions and Thank you! Let’s Connect! https://www.linkedin.com/in/cyndyferguson/ Twitter @cyndyferg https://medium.com/@dgcyndyferguson s to
Summer ‘24 Release in a Box A digital resource for Admins, Business Users, Developers, Community Groups, and more.
This presentation contains forward-looking statements about the Company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue, net income, earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals, expected capital allocation, including mergers and acquisitions (such as the proposed acquisition of Slack Technologies, Inc.), capital expenditures and other investments, expectations regarding closing contemplated acquisitions and contributions from acquired companies. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the Company’s results could differ materially from the results expressed or implied by the forward-looking statements it makes. The risks and uncertainties referred to above include those factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: risks associated with our ability to consummate the proposed Slack Technologies, Inc. transaction on a timely basis or at all; our ability to successfully integrate Slack Technologies, Inc.’s operations; our ability to realize the anticipated benefits of the proposed transaction; the impact of Slack Technologies, Inc.’s business model on our ability to forecast revenue results; disruption from the transaction making it more difficult to maintain business and operational relationships; the impact of, and actions we may take in response to, the COVID-19 pandemic, related public health measures and resulting economic downturn and market volatility; our ability to maintain service performance and security levels meeting the expectations of our customers, and the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate performance degradation and security breaches; our ability to secure and costs related to data center capacity and other infrastructure provided by third parties; our reliance on third-party hardware, software and platform providers; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy; current and potential litigation involving us or our industry, including litigation involving acquired entities such as Tableau; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product features, including any efforts to expand our services beyond the CRM market; the success of our strategy of acquiring or making investments in complementary businesses and strategic partnerships; our ability to compete in the market in which we participate; the success of our business strategy and our plan to build our business; our ability to execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success of our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations; our dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term license revenue products; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our brands; the valuation of our deferred tax assets and the release of related valuation allowances; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property; uncertainties regarding the effect of general economic conditions; and risks related to our debt and lease obligations. 031621 Forward-Looking Statements
Feature Summaries Helpful Links End Users This deck includes high-level summaries of the top innovations for each product Most innovations contain links to 1-2 minute digestible demos and/or links to learn more Identify the right features for your end users by using the color-coded legend (Admin, Business User, Developer) What’s Included?
This Asset Looks Different. What Changed? Release in a Box Changes We heard your feedback and redesigned this asset to help you more quickly pinpoint the innovations that are relevant for you. The new Release in a Box simplifies your learning journey so you can spend more time diving right into the features that will drive your Salesforce ROI. Clearer end users Streamlined preview of top features Screenshot of first feature Easier navigation to demos & release notes
Jen’s Top Summer ’24 Release Features | Be Release Ready Admin Release Countdown: Get Ready for Summer ’24 Salesforce Summer’24 Release Quick Summary The Future of User Management | Summer ’24 Be Release Ready Incredible New Salesforce Flow Features in Summer 24 2 5 1 4 3 Table of Contents 6 15 Hottest Salesforce Summer ’24 Features For Admins
Important Summer ‘24 Release Dates Below are the most important dates you’ll want to mark in your calendar for Summer ’24. Admin Release Countdown: Get Ready for Summer ’24
Jen’s Top Summer ’24 Release Features | Be Release Ready By Jennifer W. Lee Add a new field to Dynamic Forms-enabled Lightning record pages via a wizard See where custom fields are used on Dynamic Forms-enabled Lightning pages View and manage your field history tracking all in one place Customize the search for your users using Search Manager (GA) Take control of the overall look of your record pages with the new blank space component Set component visibility on tabs to show relevant tabs at the right time Direct logins to Salesforce production orgs have MFA turned on by default Add rich text headers in App Builder Show your record fields in two columns on Tablets Use the new more granular ‘Freeze Users’ and ‘Monitor Login’ permissions A Bunch of Flow Awesomeness!
The Future of User Management Summer ’24 | Be Release Ready By Cheryl Feldman Automate and migrate access with User Access Policies Apply Policy Manually or Automate See where custom fields are used on Dynamic Forms-enabled Lightning pages Gain a comprehensive view with User Access Summary Get all the details with Permission Set and Permission Set Group Summaries (GA) See where a public group is used with the Public Group Access Summary
Incredible New Salesforce Flow Features in Summer 24 By Salesforce Break (Andy Engin Utkan ) New Automation App Enable under Process Automation Settings Easily view details related to Flow Recently Modified Flows Errored Flows Join the Flow Community Learn About Salesforce Flow Flow tab Standard Home page with ability to create list views that are editable
Salesforce Summer ’24 Release Quick Summary By Automation Champion A bunch of Developer, CRMA and AI Stuff Some of the same stuff as Jen, Cheryl and Andy Post from CRM Analytics to Slack Create and Verify Your Default No-Reply Organization-Wide Email Address to Send Email (Release Update) Limit Who Receives Notifications About Certificate Expiration Other Notable Update Transition to the Lightning Editor for Email Composers in Email-to-Case
15 Hottest Salesforce Summer ’24 Features For Admins By SF Ben Einstein for Formulas See Fields in Compact Density When Configuring a Lightning Record Page Salesforce offers two display densities that can improve navigation: Comfy : A spacious view that takes up more space, with labels on the top of fields and increased space between page elements. Compact : A denser view with labels to the left of the fields and less space between page elements. Save Time with More Actions in the Intelligence Views Intelligence Views will display standard and custom actions to boost user productivity when using these views. Get Better Performance for List Views List views for custom objects will now render with Lightning Web Components (LWC) instead of Aura which is much faster.
Watch the demo videos Visit salesforce.com/releases Join the Release Readiness Trailblazers Community Group Take the Release Highlights Trail Dive into the detailed Release Notes 2 5 1 4 3 How do I Learn More?
Community Group Updates and Closing Remarks
Check out monthly at https://trailhead.salesforce.com/quests Exciting new ways to explore Trailhead and earn special prizes Each month new quests are available with special prizes and unique badges Trailhead Quests
JOIN THE MOVEMENT & START HAVING AN IMPACT TODAY 🤗
CALL OUT!!! for Speakers at a Future Meeting We would love to have a customer present about how they are using Salesforce! Please let Marc , Rich or I know if you are interested.
Upcoming Administrator Group Events Summer Fun Joint Networking Event hosted by Capstorm in July. Details will be posted soon. Updates from any other group leaders (Architect, Nonprofit, Develope r, WIT or Slack) ? Jax Slack Group - Thurs, 5/16 - Advanced Workflow Builder Jax Nonprofit Group - Fri, 5/24 - May Virtual Lunch Break Jax Developer Group - Wed, 5/29 - Strategies for seamless Data Integration
Don’t Miss Any Posts Make sure to change your Post frequency to Every Post to ensure you don’t miss any posts, that may include upcoming event, new members, job postings and more! Join our Chatter Group Jacksonville, FL Admin Group Scan this QR Code to join the Jax Admin Chatter Group
Share Your Learning and Fun! Post, Tweet, and Share with #TrailblazerCommunity #SalesforceOhana @JaxFL_SF_Ohana A few examples from previous Jacksonville Trailblazer Community Group Meetings
Appendix Slides by the below categories Sales Slack Einstein AI Life Sciences Energy & Utilities Consumer Goods Analytics Nonprofit Manufacturing Service Platform - Trusted Services Net Zero Education Public Sector Marketing Platform - AI App Dev Customer Success Media Commerce Automotive Platform - Heroku Financial Services Health MuleSoft Revenue Data Cloud Communications
Identify Features by User Admin Developer Business User
Prospecting Center Automate discovery of your next best customer. Automated Contacts Eliminate manual data entry with automated contacts. Einstein Sales Coach Get reps pitch perfect with Einstein Sales Coach. Release Notes >> Watch Demos >> Sales Conversation Signals Know exactly how the competition is impacting your deals. Einstein Copilot: Sales Actions Enhancements Your AI assistant for Sales. Einstein Account Management: Lead Inspection Grow your revenue through new opportunities and stakeholders.
Einstein Copilot: Field Service Actions Streamline everyday activities with a conversational and generative AI assistant in the flow of work. My Service Journey My Service Journey helps you easily build a pathway to Service business outcomes with capabilities and next steps. Generative Knowledge Answers in Bots Empower customers to self serve by surfacing auto-generated answers to their questions, grounded in trusted knowledge. Field Service: Proactive Asset Service Get ahead of downtime with real-time updates on asset performance powered by Data Cloud. Release Notes >> Watch Demos >> Service
Cross-Object Merge Fields Increase personalization beyond your standard merge fields. Goal-Based Product Recommendations Boost conversions with AI-powered product recommendations. Einstein Copilot: Marketing Actions Save time by building campaigns with Einstein Generative AI. Waterfall Segmentation Prioritize campaigns with the right individual in the right segment. Release Notes >> Watch Demos >> Marketing
Checkout Convert faster across any Salesforce app with a unified checkout for all your customer touch points. Self Implemented D2C Launch a direct-to-consumer storefront in no time with self-implemented direct-to-consumer commerce. Consumer Grade D2C Boost shopper satisfaction with stylized templates or custom pages that have faster page loads and component responses. Commerce Release Notes >> Watch Demos >> Commerce App Designed to complete any job in less clicks, the modern UI includes an easy to access left-navigation panel and the ability to easily make and preview changes in real-time. Data Cloud for Commerce Grow customer loyalty and achieve higher conversions.
Intelligent Document Processing Effortlessly extract data from documents in any format with unparalleled accuracy powered by AI. Anypoint Partner Manager Enhancements Build a composable partner ecosystem and connect to a centralized OMS. Anypoint Flex Gateway Enhancements API Gateway to protect IBM Power Apps and help drive modernization. DataWeave Expression Builder Accelerate data transformation between systems and applications. Anypoint Monitoring Enhancements Trace requests as they move across your apps & export that data to 3rd party monitoring tools. Invocable Actions Enhancements Package code functionality into declarative, reusable building blocks. MuleSoft
Slack Sales Elevate Elevate sales leaders with real-time CRM insights, trusted AI, and automation in the flow of work. Lists Track work where you are already collaborating with your team. Slack AI Empower everyone with trusted AI, right where you're already working. Release Notes >> Watch Demos >> Slack
Privacy Center Enhancements Delete data from Salesforce that does not require frequent direct access and retain it in a Hyperforce -managed data store. Data Mask Enhancements Protect your sensitive Sandbox data faster with a new masking engine. Trusted Services for Government Cloud Secure your government data with Security Center and Privacy Center - now FedRAMP authorized Event Log Objects Beta & ELF Enhancements Analyze new low latency Event Log Object data at high scale & get 1 year of ELF retention. Release Notes >> Watch Demo >> Platform - Trusted Services
Code Builder Enhancements Adding the Code Builder PSLs to the Dev Pro, Partial and Full Sandbox AddOns SKUs. Sandbox Enhancements: Scratch Org Snapshots Capture the current state of a scratch org and use it as a starting point to create other scratch orgs quickly. Salesforce Backup Enhancements Leverage Backup with more customization around backup schedule, record identification, and more ease in file restoration. Release Notes >> Watch Demo >> Platform - AI App Dev
Large Dynos Expanded Memory and Compute with Heroku's New Larger Dynos. Code Builder Enhancements Adding the Code Builder PSLs to the Dev Pro, Partial and Full Sandbox Add-Ons SKUs. Release Notes >> Watch Demo >> Platform - Heroku
Digital Wallet Monitor consumption easily in near real-time. Vector Database Unify structured & unstructured data into Data Cloud Vector Database to power automations, analytics, and AI. Zero Copy Integration with Amazon Redshift Securely share data between Data Cloud and Amazon Redshift with zero copy. Zero Copy Integration with Databricks Securely share data between Data Cloud and Databricks with zero copy. Release Notes >> Watch Demos >> Data Cloud
Bring Your Own LLM Expansion BYO LLM expansion to connect instances of Google Gemini and AWS Bedrock models. Text inputs for Prompt Templates Pass text as an input into a prompt template. Search Retrievers Search for unstructured data to ground your generative AI results. Data Residency Enhancements Maintain data residency requirements outside of the US. Recommended Actions Surface standard actions as single-click options specific to the page context. Release Notes >> Watch Demos >> Einstein AI
ESG Report Accuracy Assessment Assess and improve ESG report accuracy with Einstein. Template Designer for ESG Disclosures Simplify compliance reporting with Template Designer integrated in Microsoft 365. CSRD Report Builder Enhancements Accelerate ESRS reporting via enhanced Report Builder. Data Export and Automated Audit Trail Enhance ESG transparency and trust by offering access to raw data for calculations and history logs. Release Notes >> Watch Demos >> Net Zero Simplified Data Collection Flow Streamline data acquisition with a simple user interface.
Success Plans for Tableau Get more value with a proven way to fast-track success with Success Plans, now available for Tableau. Signature Success Plan Enhancements Align, strategize, and partner together to achieve your goals. Customer Success Score Enhancements Measure your progress across product adoption, customer expertise, and technical health with the Customer Success Score. Signature Success Plan for Marketing Cloud Intelligence Access to our fastest support and proactive, personalized expertise to help you maximize ROI. Expert Coaching Digital Catalog Enhanced expert guidance to scale and grow with new and refreshed Expert Coaching Sessions. Customer Success Release Notes >>
Connected Vehicle Power immersive vehicle experiences with the Einstein 1 Platform. Actionable Telematics Framework Monitor and act on telematics data in real-time. Remote Vehicle Actions Power real-time remote actions on your vehicle. Vehicle Status Monitoring Track the health or status of any vehicle. Vehicle Data Visualization Visualize a vehicle's connected features and services. Automotive Release Notes >>
Billing Inquiry Manager Enhancements Leverage Einstein's predictive and generative AI capabilities and empower service agents to manage customer billing and payment-related processes without ever leaving the Salesforce Service Console. Enterprise Sales Management Enhancements Empower sales agents and customers-alike with self-service tools. Work Order Estimation Inform Customers with Contextual Work summaries, grounded with their unified profile. Release Notes >> Watch Demos >> Communications TM Forum API Enhancements Streamline complex product catalogue management.
Direct Store Delivery Manage logistics, sales and marketing processes in DSD markets. MuleSoft Accelerator for Consumer Goods Enhancements Optimize promotional activities with integrated TPM pricing data. Consumer Goods Data Cloud for Consumer Goods Consolidate retailer and consumer data into a single account view. Release Notes >>
Marketing Cloud Growth Edition Better engage with your stakeholders. Nonprofit Cloud Einstein 1 Sales and/or Service Edition The best of Salesforce with trusted AI & data. Nonprofit Cloud Fundraising Enhancements Deliver fundraising efficiency for staff. Nonprofit Cloud Programs Suite Enhancements Ensure better programs tracking. Nonprofit Cloud for Grantmaking Enhancements Create, launch and manage grant application forms with an intuitive user interface for grantseekers. Release Notes >> Watch Demos >> Nonprofit
Education Data Importer for Common App Recruit and admit students faster with an easy way to import Common App first-year data into Education Cloud. Application Insights Drive applicant and admissions team success with clear insights into action items needed for completion. Intelligent Question Generator Boost staff productivity and better assess students’ needs with AI-generated intake questions. Mentorship Enhancements Empower high impact mentoring relationships established through filtering and selection to best match mentors and mentees. Release Notes >> Watch Demo >>
Einstein Copilot: Financial Services Actions Resolve banking and insurance service inquiries faster with AI-powered service processes. Digital Lending Exceed customers’ expectations with a unified, modern lending platform. Transaction Dispute Management Enhancements Streamline transaction dispute resolutions with enhanced case details. Automation Platform Enhancements Uplevel automated workflows with Stage Management and Integration Orchestration. Policyholder Self-Service Portal Empower your policyholder to take control with modern self-service experience. Personalize Financial Engagement Enhancements Deliver financial wellness with actions derived from complete and unified data Release Notes >> Watch Demos >> Financial Services
Integrated Care Management Enhancements Personalize Care Plans based on Industry Standard MCG Assessments. Provider Search Enhancements Gain 360-degree view of provider network with advanced search capability. Provider Network Management Enhancements Optimize the entire provider onboarding journey. Health Home Health Enhancements Simplify home visits with mobile patient app. Release Notes >>
Benefits Verification Expedite access to treatments with enhanced benefits verification and management. Participant Enrollment Seamlessly screen and enroll participants for clinical trials. Life Sciences Watch Demos >>
Work Order Estimation Maximize revenue by accurately estimating work order costs and enhancing visibility. Product Service Campaigns Efficiently manage service campaigns, saving time and resources. Warranty Supplier Recovery Streamline supplier claims, foster collaboration, and strengthen relationships. Manufacturing Release Notes >>
Social Insurance Streamline social insurance claims processes. Change of Circumstance Guided Flow Enhancements Simplify eligibility renewals, updates, and reviews with automation. Outcome Management for Public Sector Enhancements Measure the impact of government programs. Interaction Notes Enhancements Capture and share caseworker notes with ease. Public Sector Release Notes >>
Advertising Sales Management Enhancements Empower ad sellers to drive revenue growth and targeting with a comprehensive view of media plans. Release Notes >> Watch Demo >> Media
Dynamic Revenue Orchestrator Dynamically decompose and orchestrate orders across the revenue lifecycle. Release Notes >> Watch Demos >> Revenue
Data Cloud for Energy & Utilities Streamline access to charger data and leverage it across Salesforce applications to accelerate time-to-value. Dynamic Assessments Create dynamic questions and tasks to simplify data capture for inspections. Warranty Management Establish warranty eligibility rules, define service standards, capture claims, and adjudicate claims. E&U Cloud Trial Org Enhancements Get hands-on experience with Energy and Utilities Cloud in a full-featured trial experience. Energy & Utilities Release Notes >>
Write to Data Cloud Accelerate your Data Cloud journey by writing any CRM Analytics datasets to Data Cloud objects. Native CRM Analytics Dashboard component for Lightening Web Runtime Experience Sites Integrate analytics with the whole new native LWC component. Virtual Private Connection for Snowflake on AWS Connect to Snowflake on AWS over a private connection. Post CRMA Dashboards to Slack Post CRMA Dashboards directly to Slack with one-click button. Embedded Collections Component New and improved embedded collections component for LWC pages. Streamlined Apps Setup Setup Revenue Insights & EAM Apps in same place. Analytics