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manrastechnology · 1 year ago

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Salesforce Spring ’24 Features: Important Flow Updates

With the imminent arrival of Salesforce’s Spring ’24 Feature Release, the Salesforce platform is gearing up for transformative enhancements that promise to reshape the landscape of workflow efficiency and data management. Among the notable Salesforce updates are advanced features within the Salesforce Flow, introducing a wave of innovation in CRM automation.

In this article, we’ll break down what Salesforce Flow is, closely examine the new features in Spring ’24, and dive into the details of the process release updates.

What is Salesforce Flow?

Salesforce Flow is a powerful tool designed to simplify and automate processes within the Salesforce platform. Think of it as a smart assistant that allows Salesforce users to create automated workflows effortlessly. For instance, you can use Flow to update a record and then automatically send an email to a customer. The beauty of Flow is that it doesn’t require advanced coding skills. It offers a straightforward, user-friendly way to build these automated processes with just a few clicks.

New features in Spring ’24 for Flow

Now, let’s look at the exciting improvements made to Salesforce Flow, as highlighted in the Salesforce Spring ’24 Feature release:

1. Transformation and Aggregation in Flow

In Salesforce’s Spring ’24 Feature Release, the Transform element in Flow gains the ability to aggregate data from source collections. This means you can count or summarize items within a collection, providing a flexible way to use the resulting data in your Flow. For example, you can assign the total number of Allergy records captured in a Screen Flow to a field on the lead called “Number of Allergies.”

2. Input Validation Menu for Flow Data Table and Components

Salesforce’s Spring ’24 Feature Release introduces the Validate Input properties menu for the Data Table component in Salesforce Flow. This feature extends to components like Name, Address, Lookup, and URL, improving input validation capabilities. It lays the groundwork for more interactive functionalities, enhancing the user experience.

3. Reactivity in Text Templates

Reactive Components, recently incorporated into Salesforce Flow, now extend their reactivity to Text Templates in Salesforce’s Spring ’24 Feature Release. Text Templates displayed on a Screen will update in real-time as users interact with the Flow. This dynamic feature offers a responsive user experience, mainly when users populate primary fields, such as building an email draft in real-time.

4. Repeater Component for Screen Flows (Beta)

Simplifying data entry, the Repeater component in Screen Flows allows Flow Builders to capture repetitive data on a single screen. This eliminates the need for multi-page forms and provides a more user-friendly experience. For example, if you have multiple favorite foods, you can populate all options on one page before moving on.

5. AI Predictions from Data Cloud in Flow

Building on AI advancements in 2023, Salesforce’s Spring ’24 Feature Release integrates Data Cloud AI Predictions into Flow. Users with Data Cloud can leverage AI models within their Flows for better decision-making based on predictive insights. The Data Cloud category in the Flow Actions element enables seamless integration with AI models.

6. Enhancements in HTTP Callouts

Salesforce’s Spring ’24 Feature Release improves HTTP Callouts in Salesforce Flow, facilitating more effortless connectivity to external systems without coding. Notably, you can now pull a sample response from the endpoint to configure the HTTP callout automatically, simplifying the setup process and enhancing connectivity.

7. Unlimited Paused Flows

In Salesforce’s Spring ’24 Feature Release, Salesforce removed the per-org limit for the number of paused and waiting flow interviews. Users can now have unlimited paused Flows, providing greater flexibility in managing workflow instances without restrictions.

8. Auto-Save Improvements in Flows

Expanding on Winter ’24’s auto-save functionality, Salesforce’s Spring ’24 Feature Release extends this feature to all elements except Screens and Actions in Flow Builder. Users can skip required fields, and errors are now treated as warnings, making the flow-building experience smoother and more flexible.

9. Platform Event Run-As Enhancements

Salesforce’s Spring ’24 Feature Release introduces the option for Platform Events to be executed as the default workflow user. This allows actions to be attributed to the default user instead of the user triggering the Flow, offering greater customization in event execution.

10. User Interface Enhancements in General Flow

Spring ’24 brings minor changes to the Flow user interface, enhancing the organization of elements. The nested hierarchical grouping of compatible variables with user-friendly labels improves the accessibility of variables when configuring element properties, ensuring a cleaner and more streamlined experience.

Conclusion

To sum it up, the latest Salesforce Spring ’24 Feature release promises a more efficient and innovative experience within Salesforce Flow. These enhancements open up new possibilities for CRM automation and customization, empowering users to elevate their workflow capabilities.

For businesses looking to harness the full potential of Salesforce and implement these cutting-edge features seamlessly, partnering with a certified Salesforce consultant is key. Manras, a distinguished Salesforce consultant, stands ready to guide organizations through implementing these Spring ’24 features. With Manras’s expertise, businesses can optimize their Salesforce experience, ensuring a smooth transition and unlocking the full benefits of the latest enhancements.

Read more: https://www.manras.com/salesforce-spring24-features-important-flow-updates/

#salesforce

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bugendaitechgerman · 2 years ago

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Salesforce Einstein GPT-The AI-Powered Solution for Personalized Marketing

Introducing EinsteinGPT, the revolutionary technology that challenges the very foundations of scientific knowledge.

Although OpenAI GPT version has taken many industries with the aid of typhoons, it can be thoroughly said that the Salesforce atmosphere may be very enthusiastic about the opportunities ChatGPT will provide.

An overview of EinsteinGPT

When the beta was released on November 30, 2022, people did not take long to recognize that ChatGPT could generate Apex code, Lightning pages, validation regulations, and plenty greater. Which begs the question: Will Salesforce Developers and Admins turn out to be out of date in the near future?

Although there have been existential questions flying about, a clichéd reaction appears to summarize an extensively held opinion: ChatGPT gainers replace developers. However, it would replace individuals who fail to use AI to assist them. Since the preliminary release, there have been other use cases that Salesforce professionals have been mastering approximately – from summarizing textual content, producing mock information, and writing proposals.

Coincidentally, on the same day that Marc Benioff announced the mixing, we noticed the release of one of the first Salesforce ISVs to announce an integration with GPT AI. Pipe Launch has announced its beta integration to tie the GPT model into its sales utility, helping income customers to generate prospecting emails and overcome objections. This is the fastest adoption of a generation ever seen in the field. Even though Salesforce has exciting popularity for jumping on the bandwagon(NFT Cloud and Blockchain, for example), not jumping in with GPT may want to spell doom.

If you consider that, it has been functioning as a logo. It has numerous functions of its own. Einstein is, without difficulty, available across the agencys important cloud merchandise. So, it is as it changed into a part of its Spring Release in 2017. We can see that there may be an upgradation in Einstein. It consists of a few features referred to as Einstein Vision. Einsteins Vision brings within the issue of photo popularity. This is one of the particular merchandises of the Salesforce Suite.

At the start of 2023, there was extensive communication about the usage of AI and Einstein in Salesforce global; in 2017, even though it had existed, there was not a lot of use for this generation.

Lets explore the features of EinsteinGPT:

The tweet does not, without a doubt, make it respectable, but it has discovered many exciting functions of EinsteinGPT, specifically the writing reports component.

Write reports.

Predict client behavior.

Generate leads.

Finalize deals.

We are considering whether this will be an extension of Einstein Search, which fits quicker, retrieve more relevant effects, and is known for completing responsibilities immediately from the search consequences.

The applications of EinsteinGPT:

Einsteins Language discovers intent in a couple of languages and might come across the sentiment within our bodies of text. Salesforce Einstein analyzes the numerous types of client touch with your business, including emails, bureaucracy, notes, or chatbot inquiries, and scans the text to determine sentiment.

Einstein Bots paintings through virtual channels and are connected to your CRM. They are clever chatbots designed to enhance customer success by answering commonplace questions and increasing your commercial enterprises productivity by releasing your personnel as much as tackling more binding obligations.

Einstein Vision consists of photo category, item detection, and text reputation.

Einstein Voice connects to Siri, Google, or Alexa and offers everyday briefings for your reps. They can get a brief evaluation in their day-by-daytime table and indicators on any new updates for at-chance clients that they need to touch.

Its Impact on Business:

Integrating AI into the sales enterprise is simply the start of what EinsteinGPT can do. With its advanced capabilities, organizations can assume multiplied productiveness, better lead generation, and better close fees.

Conclusion:

The highly anticipated EinsteinGPT launch at TrailblazerDX 23 on March 7th is ready to convey a brand-new innovation stage to the sales industry. The integration of Einstein, Salesforces AI generation, with OpenAI GPT version is poised to revolutionize income approaches and produce a brand-new level of efficiency. As we eagerly count on the outcome of this integration, it is clear that the destiny of sales is rapidly evolving. The use of AI, together with Einstein, has the potential to convert the income industry and trade the way we approach sales.

For now, it is time to sit lower back and take a look at this thrilling new chapter unfolding in the international of income. The capacity for boom and development is tremendous, and we cannot wait to see how EinsteinGPT will form the enterprises destiny.

#chatgpt #einsteingpt #salesforce marketing cloud developer

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ericvanderburg · 2 years ago

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Salesforce Spring 2023 Release: Out With the Old, A Lot of the New

http://i.securitythinkingcap.com/Slbyvs

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allywiredsoft · 3 years ago

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The top 5 features of Salesforce's and the most common issues that decrease salesforce performance in 2022 Spring Release

Salesforce is a tough job. Whether it’s finding new customers, closing deals or satisfying existing clients, everything you do in your day-to-day efforts impact your company’s bottom line. Salespeople often do not get sufficient time to work through these challenges. Here are 5 of the most common issues with sales teams and how to fix them. To achieve maximum results, you need to set clear expectations at every level and make sure everyone involved is on board from beginning to end.

Salesforce released their 2022 Spring Release back in February and it already has some popular new features. Let’s take a look at the top 5 that are getting people excited about the future of Salesforce.

1) Role Based Access

Users will be able to see, edit and create only that data they’re authorized to. This could dramatically improve security and minimize errors.

2) File as a Service

Collaboration is an integral part of project management, but that doesn’t mean you have to deal with email attachments. Salesforce’s File as a Service lets users upload files directly from their desktop to your database and even annotate them. This new feature streamlines file collaboration and decreases time spent on formatting and uploading documents.

3) Security Automation

In salesforce Automation is one of 2023’s most impactful themes. Salesforce customers will be able to use tools like workflow rules and approval processes to dynamically handle internal and external requests, with minimal input from admins.

4) Data Quality

Improving data quality has long been a core tenet of Salesforce’s product development efforts. This time around, new Data Quality APIs provide organizations with even more control over how their data is managed, letting them create rules for combining or cleansing information on-demand. With better access to clean and complete information, organizations can improve customer service and deliver more relevant experiences.

5) Security Analytics Dashboard

This has now been added to Salesforce, which will provide users with live insight into high risk activities and enables admins to analyze data from across their organizations. This will allow them to respond faster and protect their systems from cyber-attacks. With improved reporting and alerting, it is easier for companies to meet compliance regulations for audit trails and auditing requirements.

Your sales force is your most important team member, so it’s vital to ensure they’re in top shape, ready to make you money! However, many managers are unaware of the common issues that decrease salesforce performance and therefore contribute to lower productivity and company revenue. In order to correct these errors, we must understand what these issues are. Here are five of the most common issues that decrease salesforce performance.

Most common issues that decrease salesforce performance

1) Deactivating Users

If you’re not careful, your organization can end up with a number of inactive users on your Salesforce instance. The danger here is twofold. First, inactive users (particularly inactive administrators) take up valuable space on your Salesforce instance and may cause technical problems over time. Second, if you have inactive users who are still in possession of strong passwords, there’s always a possibility those accounts will be hacked or otherwise compromised.

2) Underestimating Chatter

Most companies give Chatter just lip service. Chatter is a great tool, but it requires investment. Sales reps must be trained on how to use it effectively, and tools such as Salesforce Communities need to be implemented so people can take advantage of them. Be prepared to invest in it because you'll get what you put into it.

3) Losing Sight of Standard Processes

Salesforce With so many things to do and roles to fill, it’s easy for your team to lose sight of standard processes. But ad-hoc work doesn’t pay off; so make sure your employees have all they need to deliver consistent quality and service in a timely manner. If not, take time each month to focus on educating them on proven ways to reach goals.

4) Not Caring About Education

Making excuses for not being properly educated can come at a big cost. If you’re new to a profession, you’ll need to learn about it to be successful; if you don’t, others will pass you by. Keep up with industry and news trends by reading about them regularly. Also, attend educational workshops and conferences for further development. Your career depends on it!

5) Using Salesforce As A To-Do List

Salesforce is great for tracking leads, but it’s also an amazing tool for capturing daily tasks. Salespeople can add just about anything to their lists, and items don’t even have to be work-related.

Conclusion

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