This Summer Release 2024 brings several improvements designed to optimize the user experience. At Skyplanner we selected those new features that we consider most relevant. These include the ability to create group appointments with Salesforce Scheduler, improvements to search with Einstein Search, as well as new tools for permission and access management.
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Today, automation and AI are essential pillars of high-performance field service. They enable prompt real-time assignment of mobile workers, route optimization, inventory management, and more. Additionally, they facilitate communication between field and office staff, improves customer experience, and provides analytics for informed decision making.
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Tableau Pulse is the reinvention of the Tableau platform, now powered by Tableau GPT. It combines automated and personalized analysis to facilitate decision-making, simplifying users’ experience with their data within the workflow itself. It uses natural language and visual formats to present information understandably.
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Data Cloud is a massive-scale data platform, specially created for managing customer relationships. It channels vast amounts of dynamic customer data from various sources in real time, integrating them under a single identity to provide a unified view of each customer, forming the foundation of Customer 360.
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Pro Suite is a comprehensive CRM suite that streamlines business processes through a package of marketing, sales, service, and commerce tools on a unified and user-friendly platform. Specially designed for businesses, it sets itself apart from its predecessor, Starter Suite, with greater customization, automation, and a wider range of advanced capabilities.
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Salesforce CPQ implementation is a complex process that requires valuable technical and human resources. However, the benefits of this powerful tool are worthwhile as CPQ streamlines the pricing and quoting process. By guiding this implementation through best practices, you can ensure your company’s transition to a higher level.
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Einstein Copilot is the new conversational AI assistant, reliable and ready to be used and integrated into the user experience of every Salesforce application. It uses natural language to provide data-driven answers, making it easy to identify opportunities, close deals, generate custom closure plans and execute them.
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Salesforce implementation is a complex process that requires robust planning and cohesion. Its benefits make this CRM a decisive tool for enhancing your organization’s success. With proper implementation, it can improve customer management, optimize business processes, drive productivity, and foster sustainable growth.
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Ensuring success in Salesforce involves adhering to a set of best practices to ensure its functionality. Among these are understanding internal processes, prioritizing user experience, selecting an appropriate consulting partner, and implementing practices such as data management, customization, integration strategies, automation, and AI, along with robust governance.
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This Salesforce Spring ’24 release has presented important changes in the order of the Release Notes and as always it pleases us with many improvements. Don’t miss the selection of Release Notes that our team of administrators considers most important.
Read this postFrom start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.
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