Author: John Carroll

Salesforce Winter ’24 Release Notes: Marketing Cloud Account Engagement

Welcome to the Salesforce Winter ’24 Release Notes for Marketing Cloud Account Engagement (MCAE), formerly known as Pardot. This update brings pivotal changes to MCAE, changing how you interact with prospects and optimize engagement strategies. Learn more about the latest features and enhancements for MCAE below.

Restrict Which Domains Can Display Account Engagement Assets

To help protect the security of your data, you can now restrict or limit iframing for your Account Engagement assets, such as forms and landing pages. From your Business Unit Settings, you can restrict iframing completely, allow iframing only for specific domains, or have no restrictions. Business units created after the Winter ’24 release have iframing restricted by default. Business units created before the Winter ’24 have iframing unrestricted by default.

Chart Historical Prospect Changes by Feature

Review prospect changes at a glance using the new Prospect Change Monitor histogram in the Account Engagement Optimizer. Easily focus on specific feature areas or view all changes across your business unit.

Restore a Paused Prospect by Deleting Their Visitor Records

Prospects are paused when their activity levels are high enough to impact Account Engagement’s performance. If you have a paused prospect who is important to your business, you can restore the prospect by deleting their visitor activity records. Choose a date in the past and Account Engagement removes the prospect’s activity records before that date. When you remove enough activity records, Account Engagement restores tracking for that prospect. If the prospect exceeds the activity threshold in the future, they’re paused again.

Design Engagement Programs with More Precise Wait Times

Prospects can now wait in Engagement Studio Program steps from 2 to 8 hours. Previously, wait times were limited to increments of days.

Update Email Templates with Invalid Senders

As part of the domain validation requirement from Spring ’23, Account Engagement doesn’t send email templates with a sender address that includes an unverified domain. You can now review templates with invalid senders on the Email Templates page. To continue using the template, change the sender or validate the sending domain.

Remove Unconverted Visitor Activity Records

Free up system bandwidth by removing old visitor records that didn’t convert to prospects. Use the new Stale Unconverted Visitors option in your Business Unit Settings to automatically remove unconverted records older than 365 days.

Account Engagement API: New and Changed Items

Access more of your data with new and updated objects for Account Engagement API version 5. Copy marketing assets from sandbox to production business units using Salesforce Flow.

Updated Objects in Version 5

New Dynamic Content Endpoint
Added support for Dynamic Content endpoint.

Optimized Exports
Improved large export processing speeds.

Query by ID Array
Added support for querying by ID array.

Other API Changes

Copy Marketing Assets Using API Version 5 for Flow
Now you can copy marketing assets between business units or from sandbox to production business units using Salesforce Flow.

New Account Engagement Sandbox to Production Flow
An example flow is included to help you model your own custom copy flows.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Marketing Cloud Account Engagement, please contact us.

About Corrao Group

For two decades, Corrao Group has stood as a pillar of expertise, assisting B2B organizations across various industries and sizes in implementing and optimizing their business processes through Salesforce and integrated third-party applications. With an unwavering dedication spanning 21 years, we have cultivated a deep knowledge and understanding of Salesforce as power users ourselves. This recognition of Salesforce’s flexibility empowers us to cater to various departments’ needs, ensuring seamless alignment. Our mission is to seamlessly translate your business processes into Salesforce, promoting not only successful integration but also widespread user adoption.

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Salesforce Winter ’24 Release Notes Marketing Cloud Account Engagement

Salesforce Winter ’24 Release Notes: Service Cloud

The Salesforce Winter ’24 Release Notes for Service Cloud is here! From harnessing AI to answer FAQs using Article Answers, to optimizing agent responses with Einstein Service Replies, the Service Cloud enhancements are poised to reshape how your organization delivers customer support. Learn the latest features that will allow your company to drive customer loyalty, empower agents, and elevate your customer experience.

Answer FAQs with Article Answers AI (Generally Available)

Article Answers is now generally available in English, French, German, Italian, Portuguese, and Spanish. Article Answers combines machine learning and traditional search to process your customers’ free text inputs and serve up relevant fields from your knowledge articles directly in the bot conversation. Set up Article Answers to quickly build an FAQ bot, or connect a bot to your knowledge base with one bot dialog. Tailor your bot’s responses to your customer segments with knowledge data categories. Easily view customer feedback on Article Answers responses with included feedback collection dialogs, event logging, and standard reports.

Optimize Agent Productivity and Response Quality with Einstein Service Replies (Generally Available)

Get real-time response recommendations for your agents. Now generally available, Einstein Generative AI follows a chat conversation as it unfolds, then drafts and recommends fluent, courteous, and relevant, replies for your agents to review, edit and post.

Monitor Your Service Operations with Case Dashboards

Get a comprehensive view of your service team’s caseload. Spot high-level stats, such as total escalated cases, average time to close, percentage of first contact resolution, customer satisfaction scores (CSAT) by channel, and more.

Improve Agent Performance with Omni-Channel Dashboards

Quickly identify the routing efficiency and agent performance across Omni-Channel routing and queues. Check on work volumes, accepted or declined work, average handle times, average speed to answer, percentage of service levels met, and more.

See Top Customer Requests with Einstein Conversation Mining Dashboards

Review key reasons why your customers reach out for help with Einstein AI. See top topics or contact reasons by volume, duration of conversations, times conversations pass from a bot to an agent, average cost per interaction, and more.

Capture Feedback as Records with Survey Invitation Field Data

Create or update records with survey invitation field values by using data maps. Define the target object field values by passing the survey invitation field values on submission of a response.

Stay on Top of Survey Responses by Receiving Custom Notifications

Get custom notifications based on invitation and merge field data for timely actions. Specify notification recipients using invitation data, participant data, or other data in a data map.

View and Manage Your Catalog Easily in a Central Hub

Use the Service Management Setup page to view and manage all your catalog items and categories in one place. This page makes your catalog management easy because you can assign items as featured or assign them to a category. You can also view the indexing of all your catalog items, categories, and their hierarchies as they appear to customers. Previously, Service Catalog was managed through the catalog item builder.

Open Your Service Catalog to Partners and Customers

Create a Service Catalog site using the Lightning Web Runtime (LWR) framework from Experience Cloud. With the Service Catalog site, you provide an intuitive self-service experience for your customers to browse and request catalog items in your Service Catalog. Build, style, and launch your site effortlessly with point-and-click LWR components built for Service Catalog. Previously, Service Catalog supported only Aura.

Share Incident Updates Based on a Product

Send targeted broadcast emails for product incidents to impacted customers. Incident teams can send proactive emails to customers, even before they experience an issue, to deflect new cases and increase customer trust. Previously, broadcast emails were available only for predefined contact lists and case-related contacts.

Send Automated Notifications with the Send Conversation Messages Action

Send important updates to customers with messaging components and a new invocable action. This feature is now available in enhanced WhatsApp channels and Messaging for In-App and Web. Previously, you could send automated notifications only in standard Messaging channels.

Improve Customer Service and Agent Training with Conversation Sentiment Analysis

To evaluate agent performance and identify coaching opportunities, supervisors can view the sentiments of a phone conversation between an agent and a customer inside the recording player. The supervisor can easily spot moments when the customer or agent isn’t happy, listen to the corresponding recorded call segments, and then provide training. In addition to Sentiment Journey, we added Agent Sentiment Score and Supervisor Sentiment Score fields to the VoiceCall entity for easy reporting. Post-call Sentiment Journey is available for contact centers in North America only.

Listen In to an Amazon Connect Voice Call through Salesforce

To support an agent, supervisors can listen in to a call directly from Salesforce through Omni Supervisor. Previously, supervisors had to listen in from Amazon Connect.

Check Voice Channel Performance with More Metrics (Generally Available)

To help you identify anomalies in your contact center, and fix them on your own with documentation, Voice performance metrics is generally available. Add two new Voice objects to your custom report types to spot trends on disconnected calls, missed calls by agents, call error rates, and other call actions. This feature includes a sample package with prebuilt reports and dashboards so you can see trends easily. Some metrics are only available for Service Cloud Voice with Amazon Connect. All data for the new Voice objects is deleted after 30 days.

Send Calls to the Most Qualified Agents with Skills-Routing (Pilot)

To route a call to an agent with the right skill set, use Omni-Channel skills-based routing. This feature is available if your telephony provider supports skills-based routing.

Speed Through Work with the Omni-Channel Enhanced Agent Experience

Omni-Channel boasts a newly designed UI for agents that shows information in a more useful way and easily integrates various work modes. Instead of the old console tabs, Omni-Channel features an inbox-style view for work. In the widget, see which work items are open, which are paused, which were updated, and so on. Click an item in the Omni-Channel widget to work on it.

Structure Your Help Site with Data Categories (Beta)

Help your customers discover self-serve solutions with Data Categories in LWR sites. Structure your internal knowledge and catalog items, which help you efficiently classify, discover, and show the most relevant article, question, or idea to your users. Previously, internal knowledge articles were mapped to topics instead of data categories, and catalog items couldn’t be linked to LWR sites.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Service Cloud, please contact us.

About Corrao Group

For two decades, Corrao Group has stood as a pillar of expertise, assisting B2B organizations across various industries and sizes in implementing and optimizing their business processes through Salesforce and integrated third-party applications. With an unwavering dedication spanning 21 years, we have cultivated a deep knowledge and understanding of Salesforce as power users ourselves. This recognition of Salesforce’s flexibility empowers us to cater to various departments’ needs, ensuring seamless alignment. Our mission is to seamlessly translate your business processes into Salesforce, promoting not only successful integration but also widespread user adoption.

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Salesforce Winter ’24 Release Notes Service Cloud

Salesforce Winter ’24 Release Notes: Einstein Generative AI

Experience the future of Generative AI-powered interactions with the arrival of the Salesforce Winter ’24 Release Notes. From enriching product fields in commerce stores to providing AI-generated briefs for mobile workers, Einstein Generative AI ushers in a range of enhancements designed to revolutionize the way you do business. Learn more as we explore the transformative release of Einstein Generative AI.

Enhance Product Fields in Commerce Stores with Einstein Generative AI

Generate product text fields for multiple products in one step with Einstein Generative AI. Einstein uses your instructions and any linked reference fields to generate revised product text for the selected products. Product fields generated by Einstein support instructions in English only. You can generate product fields in languages in your B2B or B2C store Then, review the generated text and accept or discard the changes. You need the Einstein Generative AI license to use Einstein Generative AI. Contact your account executive for more information.

Show Frequently Bought Items to Customers

Increase average order value by recommending frequently bought items to customers. Add the Einstein Frequently Bought component to the product detail page to market similar items. Recommendations are generated based on shopper interactions with the storefront.

Get Your Mobile Workers Up to Speed with Mobile Work Briefing

Show mobile workers an AI-generated brief that tells them everything they need to know about their upcoming work orders. Previously, workers had to switch between the work order’s tabs to find the relevant information.

Create Call Summaries Powered by Einstein GPT

Want to harness the power of generative AI to create a snapshot of everything your teams need to know about a customer call? Einstein Conversation Insights users can create generative call summaries on voice and video calls. Powered by Einstein GPT, the new Summary tab on call records allows users to create editable summaries that include next steps and customer feedback, and share summaries for easier team collaborations in the flow of work.

Personalize Sales Emails with Einstein GPT for Sales

Sales Emails empowers busy sales reps to move quickly and expand deals through personalized and informed email content that buyers love. Einstein GPT uses your sales data to generate personalized emails for contacts and leads, a method known as grounding. Sales reps can draft common emails, like a follow-up or a meeting invite, by choosing from the preset email prompt types.

Optimize Agent Productivity and Response Quality with Einstein Service Replies (Generally Available)

Get real-time response recommendations for your agents. Now generally available, Einstein Generative AI follows a chat conversation as it unfolds, then drafts and recommends fluent, courteous, and relevant, replies for your agents to review, edit and post.

Close Cases Faster with Einstein Generative AI Work Summaries (Generally Available)

Save agents time with AI-generated case summaries, now generally available. Based on a Chat conversation between an agent and customer, Einstein predicts and fills a summary, issue, and resolution. Agents can then review, edit, and save these summaries.

Get Service Insights and Build Bot Intents with Einstein Conversation Mining (Generally Available)

Use Einstein Conversation Mining, now generally available, to transform conversation data into service insights and build bot intents. Einstein Conversation Mining replaces time-consuming transcript analysis that otherwise takes weeks.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Einstein GPT, please contact us.

About Corrao Group

For two decades, Corrao Group has stood as a pillar of expertise, assisting B2B organizations across various industries and sizes in implementing and optimizing their business processes through Salesforce and integrated third-party applications. With an unwavering dedication spanning 21 years, we have cultivated a deep knowledge and understanding of Salesforce as power users ourselves. This recognition of Salesforce’s flexibility empowers us to cater to various departments’ needs, ensuring seamless alignment. Our mission is to seamlessly translate your business processes into Salesforce, promoting not only successful integration but also widespread user adoption.

Sources

Salesforce Winter ’24 Release Notes Einstein Generative AI

Salesforce Winter ’24 Release Notes: Sales Cloud

The Salesforce Winter ’24 Release Notes for Sales Cloud gives sales teams a wave of innovation and improvements. From visualizing customers and prospects on a map for more efficient planning to harnessing AI-powered call summaries for enhanced customer interactions, the Sales Cloud release is full of features designed to empower your sales team. Learn the exciting new features below that can unlock Sales productivity and efficiency.

Visualize Customers and Prospects on a Map

Keep reps focused on meeting and exceeding sales targets as they plan for in-person and virtual visits with accounts, contacts, and leads in key geographic areas with Salesforce Maps Lite. Identifying customers and prospects on a map helps your reps better plan their routes with fewer miles and set up appointments with fewer gaps in their schedules.

Create Call Summaries Powered by Einstein GPT

Want to harness the power of generative AI to create a snapshot of everything your teams need to know about a customer call? Einstein Conversation Insights users can create generative call summaries on voice and video calls. Powered by Einstein GPT, the new Summary tab on call records allows users to create editable summaries that include next steps and customer feedback, and share summaries for easier team collaborations in the flow of work.

Review Calls with Ease

Sales managers and other Einstein Conversation Insights (ECI) users can quickly scan through a call list, viewing call details without needing to switch back-and-forth between a list view and a record detail view.

Monitor the Health of your Sales Engine

Track changes in your sales forecast in the Forecast Insights dashboard. Monitor velocity, pipe coverage, and other KPIs with period-over-period analysis.

Explore Sales Scenarios with the Commit Calculator

Use the Commit Calculator to test different scenarios and understand how changes to your pipeline can affect your bottom line.

Understand How your Products Sell in Different Segments

Optimize your sales strategy using the Product Insights dashboard. Track customer purchases, opportunities to position products in new segments, and market trends. Quickly see how well your sales teams deliver new offerings to the market.

Keep Deals Moving by Involving the Right People

Sales managers and their sales reps want to understand deal health and risk, so they can increase their confidence that deals close on time and sales forecasts are accurate. Now you can tell at a glance who’s part of a deal. Learn whether the right stakeholders are involved for deals in your pipeline and how engaged they are.

Speed Through Your Opportunities with a Revamped Pipeline Inspection Page

Get an improved experience with a refreshed Pipeline Inspection UI. A modern look makes Pipeline Inspection more intuitive and easier to navigate. Pipeline Inspection is automatically updated to the new version.

Improve Sales Forecast Accuracy with Manager Judgments

As part of forecast reviews and assessments, forecast managers can now apply their judgment to the opportunities in their forecasts to help them make more accurate and informed forecast adjustments. By applying judgment at the opportunity level, managers increase their visibility into which deals they have the highest confidence of closing. Previously, managers could adjust the committed forecast number only, and could see how their judgment influenced the adjusted forecast.

Get More Insight About Opportunities in Sales Forecasts

Gain a deeper understanding about the opportunities that make up your sales forecasts with enhanced details available when reviewing forecast rollup values. When viewing the grid view in the forecasts page, the opportunity list now includes the same information and the same edit capabilities that are available in Pipeline Inspection, without having to switch to the Pipeline Inspection page. Previously, forecast owners and sales managers opened Pipeline Inspection to dive deep into details about opportunities, such as activity updates and deal insights.

See Your Data Your Way in Workspace

Users can create and manage up to 10 personal workspace tabs to see data in a grid-like layout. In the list, users can sort, filter, and query the data, as well as update it. They have a choice of what type of data to show and how to show it in their workspace. After creating a tab, they can modify the workspace to show related data.

Salesforce for Outlook Is Retiring in June 2024

Full product retirement for Salesforce for Outlook is scheduled for June 2024. For the latest integration with Microsoft Outlook, we recommend moving to our next-generation products, the Outlook integration and Einstein Activity Capture. These products replace Salesforce for Outlook features and give users new capabilities. We continue to introduce enhancements for these products every release.

Meeting Studio Is Being Retired

Meeting Studio is being retired with Spring ’24.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Sales Cloud, please contact us.

About Corrao Group

For two decades, Corrao Group has stood as a pillar of expertise, assisting B2B organizations across various industries and sizes in implementing and optimizing their business processes through Salesforce and integrated third-party applications. With an unwavering dedication spanning 21 years, we have cultivated a deep knowledge and understanding of Salesforce as power users ourselves. This recognition of Salesforce’s flexibility empowers us to cater to various departments’ needs, ensuring seamless alignment. Our mission is to seamlessly translate your business processes into Salesforce, promoting not only successful integration but also widespread user adoption.

Sources

Salesforce Winter ’24 Release Notes Sales Cloud

Salesforce Winter ’24 Release Notes: Retail Execution

The Salesforce Winter ’24 Release Notes are here, as they bring a host of innovations and enhancements! Among these updates, Consumer Goods Cloud Retail Execution introduces many transformative features set to streamline your retail operations. Explore the exciting possibilities the Retail Execution release notes hold for optimizing your retail and consumer goods processes.

Place Orders Efficiently

Use a prepopulated product list to select products easily from the Order Items window while placing a New Advanced Order. Products are prepopulated based on the authorization list of the relevant trade org nodes in the account hierarchy. Enter the quantities for the listed products directly without manual search and add products from the product master.

Use the new filters and customer attributes in customer lookup to perform an advanced search for customers and to select the right customer on the New Order window. Narrow down the search for products on the Add Items window by using the Description, Product Code, GTIN, Category, Brand, Promoted, and Listed filters. You can further search for products on the Order Items window by using Category, Brand, and Order Template.

Add Custom Attributes in Penny Perfect Pricing Calculation

Use the new object, Pricing Context Definition, to add custom attributes to the pricing context. Use the custom attributes to search for pricing conditions and in user exits.

Enhance Promotion Planning and Execution

Leverage advanced analytics to implement a promotional dashboard by using the additional metadata in the Job Definition Template object. Use the updated picklist values in the Primary Survey Policy field to analyze store participation, placement, and quality of the display of assets. Also, use the new Competitor Relevant field to analyze competitor situations (promotions, price, or placement of assets).

Easily Share Attachments in Consumer Goods Cloud Offline Mobile App

Use the app’s sharing feature to share attached files (with file types such as PDF, XLS and DOCX) from various tiles such as Customer, Sales Folder, Promotion, and Products.

Analyze the Trend and Effectiveness of Promotions

Customize the Related list to view the approval history of a promotion. You can effectively streamline, track, and manage the approval process for standard promotions.

Preview Signatures in the Print Layout

Use signature templates to configure the signature flow for an object and to include the signatures of multiple roles in the Print Layout. As an out-of-the-box solution, Order Confirmation PDF now includes the Store Manager’s signatures confirming the order. You can even create custom print layouts for other processes such as customer contracts and daily reports. We delivered this feature thanks to your ideas on IdeaExchange.

Additional Permissions for Sales Org

Using the additional metadata, get create and edit permissions on the Sales Org object. Starting with Winter ‘24, you’re no longer required to add these permissions manually.

Optimize the Settings of Your Mobile Synchronization

Experience the speed and reliability of the synchronization processes for large datasets between Salesforce and the Consumer Goods Cloud offline mobile app. Admins can set the increased default response time limit for the execution of batch SOQL and named fetch trees (NFT).

Allow Bluetooth Permissions for Consumer Goods Cloud Offline Mobile App in Android Devices

Make sure that you allow bluetooth permission after you upgrade to the Winter ’24 version of the Consumer Goods Cloud offline mobile app on your Android devices.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Retail Execution, please contact us.

About Corrao Group

For two decades, Corrao Group has stood as a pillar of expertise, assisting B2B organizations across various industries and sizes in implementing and optimizing their business processes through Salesforce and integrated third-party applications. With an unwavering dedication spanning 21 years, we have cultivated a deep knowledge and understanding of Salesforce as power users ourselves. This recognition of Salesforce’s flexibility empowers us to cater to various departments’ needs, ensuring seamless alignment. Our mission is to seamlessly translate your business processes into Salesforce, promoting not only successful integration but also widespread user adoption.

Sources

Salesforce Winter ’24 Release Notes Retail Execution

Salesforce Winter ’24 Release Notes: Trade Promotion Management

It’s that exciting time again as we reveal the much-anticipated Salesforce Winter ’24 Release Notes, bringing a ripple of innovation and improvements. Amidst all of the features and cloud enhancements, there’s one area that’s catching our attention: Trade Promotion Management. The spotlight is on Trade Promotion Optimization (TPO), a game-changing feature that can help consumer goods companies improve the effectiveness of their trade promotion strategies. Let’s dive into the latest enhancements and features for Salesforce Trade Promotion Management.

Improve Performance of Promotions By Predicting the Sales Uplift Volume

Improve the effectiveness of trade promotion strategies by predicting the sales uplift volume for each promotion. Use these predictions to understand the impact of a particular combination of promotional tactics and attributes, improve the uplift volume by changing the promotional tactics for products, and maximize your investments in trade promotions.

Easily Identify Custom Periods by Using Custom Labels

Enable custom labels in your Sales org to use a custom period’s short description as a label. See the custom labels in various views in Trade Promotion Management, including Trade Calendar, promotion P&L views, volume planning cards, spend planning cards, account plans, customer business plans, and real-time reports.

Choose the Best Scenario for Your Customer Business Plan

Create scenarios in your customer business plan (CBP) while planning for current and future financial years. Easily exclude promotions from a scenario and manually adjust key performance indicators (KPIs) to simulate different strategies. Compare KPIs from different scenarios and activate a suitable scenario to maximize your revenue and sales.

Understand the Calculations Behind Your Promotion’s Profit and Loss

Use APIs to analyze information related to your promotion’s Profit and Loss calculations, including both raw data and calculated key performance indicators (KPIs). Review the source KPIs, calculation variables, and formulas used in the calculated KPIs. See how weekly values are distributed into daily values.

Export Key Performance Indicator Grids Using APIs

Use APIs to export Key Performance Indicator (KPI) grids in Trade Promotion Management. The APIs can trigger calculation events and retrieve KPI information based on product levels, subsets, periods, and period types. Retrieve data for a specific period in JSON, serialized JSON, or CSV format.

Gain Valuable Insights with Better Visibility into Bill of Material Products and Components

Export component level key performance indicators (KPIs) with their associated components in a CSV file. The exported CSV file contains information about promotions and their associated bill of material components, along with a field that indicates whether a product is a bill of material or not.

Add Product Attributes in Real-Time Reports

Define the product attributes that are available in a real-time report based on your specific requirements. Show additional product attributes, such as Product ID, Product Code, or global trade item number (GTIN), in a real-time report. Previously, real-time reports used only the product dimension, and you couldn’t define multiple product levels in the product hierarchy.

Use Real-Time Reports More Intuitively

Real-time reports in Trade Promotion Management now show totals at the top of the details section of a Key Performance Indicator (KPI) report, instead of at the bottom. If a promotion or tactic falls within the selected report time frame by at least one day, it’s included in the KPI report.

Get Intelligent Document Reader with Trade Promotion Management

Automatically extract information from uploaded documents by using Amazon Textract through your AWS account. Use the extracted information to create or update record fields, or to verify data that’s already in Salesforce.

Updates for Permission Sets

Improvements have been made to the permissions that are assigned to CGCloud Finance Admin, CGCloud Business Admin, CGCloud Finance User, and CGCloud Finance Manager permission sets to provide better access control. The CGCloud Refresh Update Activation Service permission set is no longer available in Trade Promotion Management.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Trade Promotion Management, please contact us.

About Corrao Group

For two decades, Corrao Group has stood as a pillar of expertise, assisting B2B organizations across various industries and sizes in implementing and optimizing their business processes through Salesforce and integrated third-party applications. With an unwavering dedication spanning 21 years, we have cultivated a deep knowledge and understanding of Salesforce as power users ourselves. This recognition of Salesforce’s flexibility empowers us to cater to various departments’ needs, ensuring seamless alignment. Our mission is to seamlessly translate your business processes into Salesforce, promoting not only successful integration but also widespread user adoption.

Sources

Salesforce Winter ’24 Release Notes Trade Promotion Management

Salesforce Winter ’24 Release Notes: Analytics

The Salesforce Winter ’24 Release Notes for Analytics brings exciting new features to improve data-driven decision-making. From the seamless integration of Tableau views in CRM Analytics dashboards with custom filters, to the improved navigation experience, these features empower your team to navigate complex data sets easily. Learn more as we explore the release of Salesforce Analytics, and Reports & Dashboards.

Explore Tableau Views in CRM Analytics Dashboards With Custom Filters (Beta)

You can now add custom filters to explore Tableau views within dashboard components and unlock additional insights. Instead of generating multiple component views to support different data scenarios, add a filter parameter to interact with static values or a filter in a CRM Analytics dashboard. Maintain a single Tableau view without creating and switching between different views.

View Report and Dashboard Asset Details From the Analytics Tab

Use Asset Details to view metadata for your reports and dashboards, such as create date and owner. Asset Details also include data sources to help you differentiate between reports created with Salesforce and Data Cloud.

Refine Your Search Results with Sort

Find what you need faster by sorting the column headers in your search results. You no longer have to scroll through pages of reports, dashboards, and CRM Analytics assets to find what you want. We delivered this feature thanks to your ideas on IdeaExchange.

Experience the Improved Home Tab in CRM Analytics for Slack

Get reduced clutter and boosted Home tab performance with the new way to access subscriptions and notifications in Slack. In the reorganized Home tab, your lists of subscriptions and notifications are now available in separate windows. Previously, these lists filled the app’s Home tab.

Experience Improved Table Performance with Pagination

Your dashboard tables are now more responsive and load faster. Pagination of table results limits the amount of data loaded up front. As users page through the table results, more data loads as needed.

Reset Dashboard Navigation with the Clear Selections Interaction

Let dashboard users quickly return to the start of a curated journey with a single click. When you build a navigation flow, you can now add the Clear Selections action. After drilling deep into a navigation flow, users can easily return to the initial state. Clear Selections is only available for text widgets.

Optimize Quote to Order Process by Using Process Visualizations

Get a comprehensive view of your quote process and analyze each step to identify missing data and streamline task completion. The process visualization dashboard is seamlessly integrated into the Quote to Order guided setup and helps you identify areas that need attention.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Analytics, please contact us.

About Corrao Group

For two decades, Corrao Group has stood as a pillar of expertise, assisting B2B organizations across various industries and sizes in implementing and optimizing their business processes through Salesforce and integrated third-party applications. With an unwavering dedication spanning 21 years, we have cultivated a deep knowledge and understanding of Salesforce as power users ourselves. This recognition of Salesforce’s flexibility empowers us to cater to various departments’ needs, ensuring seamless alignment. Our mission is to seamlessly translate your business processes into Salesforce, promoting not only successful integration but also widespread user adoption.

Sources

Salesforce Winter ’24 Release Notes Analytics

Retail & Consumer Goods Roundtable

Join us for an exclusive webinar in collaboration with Salesforce, where we delve into the pressing pain points of the planning and forecasting process for RCG companies. In this insightful 45-minute session, we will take a look at the challenges businesses face and the significant impact these obstacles have on overall performance.

One of the pain points discussed during the webinar will be the ongoing struggles when planning and forecasting within Excel. Many organizations heavily rely on spreadsheets, but this approach often leads to major inefficiencies and errors. We will explore the limitations of Excel and offer alternatives that can streamline processes and improve accuracy.

Accurate forecasting is a critical aspect of effective planning, and we will address the challenges associated with achieving precise forecasts. From unpredictable market trends to changing consumer demands, businesses encounter obstacles that impede their ability to generate reliable predictions. Our webinar will provide insights into how Salesforce Customer Planning and Forecasting can help overcome these obstacles, enabling businesses to make data-driven decisions with confidence.

Another prevalent pain point is the lack of visibility across various departments and functions within an organization. Outdated processes and siloed technology often obstruct seamless collaboration and hinder decision-making. We will discuss strategies to break down these obstacles and demonstrate how Salesforce’s solutions can provide instant visibility, fostering a cohesive and collaborative environment.

Additionally, the webinar will shed light on the importance of adaptability to market changes. In today’s dynamic business landscape, organizations must be prepared to respond swiftly and adjust their strategies to meet evolving customer needs. We will showcase how Salesforce’s technology equips businesses with the agility to adapt to market shifts efficiently.

By participating in this webinar, you will gain invaluable knowledge about the pain points faced by the retail and consumer goods industries and the corresponding solutions offered by Salesforce. Equipped with accurate forecasting, enhanced visibility, and state-of-the-art technology, you will be empowered to stay ahead of the competition.

Don’t miss out on this extraordinary opportunity to transform your company. Register now and embark on a journey toward unlocking the full potential of your business with Salesforce.

About Corrao Group

As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. We’ve worked with nearly 1,100+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. We are proud to be on the Consumer Goods Cloud Partner Advisory Board and Salesforce Managed Service Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot. If you want to learn more about how Corrao Group can help your company, read our reviews on G2!

Salesforce Summer ’23 Release: Analytics

The Salesforce Summer ’23 Release notes have arrived! The latest update for Analytics introduces many new features and improvements. From unifying all your analytics in the updated Analytics home to improving recommendations with Decision Optimization, these features will take your analytics to the next level. Keep reading to learn more about the top updates for Salesforce Analytics in the Summer ’23 Release.

Unify All Your Analytics in the Analytics Home (Generally Available)

Rather than managing analytics scattered across different tools, find what you need in the updated Analytics home. This personalized environment for CRM Analytics and reports and dashboards organizes all your content in a cohesive and intelligent experience. Go to See Also to learn more about the reimagined Analytics home for CRM Analytics and reports and dashboards.

Post Lightning Dashboards with CRM Analytics for Slack

Share analytics with colleagues across your Slack workspaces and channels. Recipients can view dashboard details, share, subscribe, view a real-time snapshot of the dashboard, and quickly open the dashboard in Salesforce.

Enhance Your Visualizations with Images, Rich Text, and Dashboard Widgets

Explain Lightning dashboard charts, describe metrics and KPIs, and clarify tables with rich text right where users need it. Add company logos and branding, flow diagrams, and embedded images. Guide users through their data with section titles, narrative text, and even animated GIFs. Components are now called widgets in Unlimited Edition. Dashboards now support up to 25 widgets, including a maximum of 20 charts and tables, 2 images, and 25 rich text widgets. The previous limit was 20 in total.

Focus Your View with More Dashboard Filters

Save time and effort and reduce dashboard redundancy. No more cloning dashboards for different teams and business units. Refine and target your dashboard data with up to five filters on Lightning dashboards. The previous limit was three filters.

Improve Recommendations with Decision Optimization (Beta)

Control Einstein’s suggested improvements by incorporating your business rules, objectives, and constraints to ensure that the recommendations are relevant, feasible, and aligned with the big picture. For example, send field service reps to improve customer satisfaction while limiting the number of appointments. Or, focus your sales reps on maximizing revenue and not just their win rate by optimizing for opportunity amount and suggesting actions within time limits and budget constraints.

Learn More about the Salesforce Summer ’23 Release Notes

If you want to learn more about the exciting new features of the Salesforce Summer ’23 Release for Analytics, don’t hesitate to contact us and we’ll be happy to provide you with all the information you need.

About Corrao Group

As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. We’ve worked with nearly 1,100+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. We are proud to be on the Consumer Goods Cloud Partner Advisory Board and Salesforce Managed Service Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot. If you want to learn more about how Corrao Group can help your company, read our reviews on G2!

Sources

Salesforce Summer ’23 Release: Analytics

 

Salesforce Summer ’23 Release: Marketing Cloud Account Engagement

The Salesforce Summer ’23 Release is packed with new features and updates, and we’re here to highlight the key updates for Marketing Cloud Account Engagement. One exciting addition is the ability to trigger external actions after a prospect engagement, allowing for even more personalized and targeted marketing efforts. Plus, the Optimizer feature is now generally available and includes new tools to help keep your business units running smoothly. Keep reading to learn about additional updates, including the Prospect Change Monitor, the ability to convert dynamic lists to static, and more.

Trigger an External Action After a Prospect Engagement

Now you can trigger an external action on any Account Engagement asset that has a completion action. For example, after a prospect completes a sign-up form, you can register the prospect for a webinar. You can send a text message after a prospect clicks a custom redirect link or send an alert to your sales team when a prospect visits a pricing page.

Keep Your Account Engagement Business Unit Running Smoothly with Optimizer (Generally Available)

Get performance information, recommendations, and required steps on the Optimizer page when you need them. The Optimizer feature, now generally available, also includes some changes since the last release. Diagnose and treat setup problems that are blocking your access to features with the Configuration Issues table. The Performance Improvement Measures table now includes good measures so that you can see what’s working well in your business unit. Plus, the new Prospect Change Monitor helps you understand which features result in the most prospect changes for your business unit.

Monitor the Source of Prospect Changes

Find out which features are creating or updating prospect records in your business unit with the Prospect Change Monitor. Use the monitor to help you adjust your API integrations and automations that could be eating up processing power in your business unit. Access the Prospect Change Monitor from the Optimizer page in Account Engagement.

Convert Unused Dynamic Lists to Static Lists

Save processing power in your business unit by converting your old or unused dynamic lists to static lists. After you convert a dynamic list, you must manually add and remove prospects because the list no longer updates based on rule criteria. Select inactive or unused dynamic lists and use the table action dropdown menu to convert them to static. You can also convert individual lists from the record home.

Use a New Opted Out Field Status

Based on customer feedback, you can now use the most recently updated field value as a source of truth for the prospect Opted Out field. You also choose either Salesforce or Account Engagement to use as the system of record instead. Previously in the Spring ’23 release, selecting a system of record was required. Business units created after October 18, 2023 use the Account Engagement value by default.

Get First-Touch Attribution When Visitors Consent to Tracking

Tracking cookies are now added retroactively after a prospect confirms consent. Previously, tracking cookies were added before a prospect clicked the consent banner and then deleted if they didn’t consent.

Enhanced Builder Columns Are Evenly Spaced

The Enhanced Email Builder now aligns images evenly. Previously, the content in the far right column was wider and taller than the columns to the left. Check to see if images in email templates published before this update need to be adjusted.

Learn More about the Salesforce Summer ’23 Release Notes

If you want to learn more about the exciting new features of the Salesforce Summer ’23 Release for Marketing Cloud Account Engagement, don’t hesitate to contact us and we’ll be happy to provide you with all the information you need.

About Corrao Group

As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. We’ve worked with nearly 1,100+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. We are proud to be on the Consumer Goods Cloud Partner Advisory Board and Salesforce Managed Service Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot. If you want to learn more about how Corrao Group can help your company, read our reviews on G2!

Sources

Salesforce Summer ’23 Release: Marketing Cloud Account Engagement