Dreamforce 2022: Your Complete Guide

Estimated 5 min. read

Dreamforce 2022 Survival Guide

Are you ready? Dreamforce is back in person this year and it is less than 2 weeks away! We created a complete survival guide with everything you need to know to conquer Dreamforce 2022. This complete guide includes 5 survival tips, must-see events, Dreamfest information, and of course, the nightlife parties/events!

5 Survival Tips

Bring a Portable Phone Charger

The last thing you want is your phone or tablet dying in crucial parts of the day at Dreamforce. If you have a portable charger, pack one and if you don’t, buy one. Your devices will die faster than you think due to the venues and presence of other attendees’ devices. One tip could be to put your phone on Airplane Mode and use as much Wifi as you can. With tons of attendees trying to access cell phone networks, your phone will die quick!

Stay Hydrated and Pack a Snack

Hydration will be key. You are going to be talking, walking, and networking all day. Pack a good snack for the event as it’s possible to lose track of time and forget to eat. You do not want to lose energy during Dreamforce so pack something to keep your energy levels at high capacity.

Leave Earlier Than Usual

Whether you walking, taking a Lyft/Uber, the Bart, a bicycle, or any mode of transportation, LEAVE EARLY. Traffic is going to be crazy during Dreamforce and you don’t want to miss crucial sessions or meetings because you are LATE.

Wear Comfortable Shoes

The last thing you need is your feet killing you. Do not wear uncomfortable shoes or new shoes you have not worn yet. If you do, your feet will hate you and you will be in pain. Don’t let your feet be the reason you miss out on important sessions.

Map and Plan Your Events!

Do not underestimate the size of Dreamforce. For you to successfully attend all desired sessions, you will need to MAP and PLAN every event on the schedule and map.

5 Must SEE Dreamforce 2022 Events

Dreamforce Main Keynote

    • Join Co-CEOs Marc Benioff and Bret Taylor along with special guests!
      • When: Tuesday, September 20
      • Time: 10:00 AM – 12:00 PM PDT
      • Where: Keynote Room (Hall F)

The Automation Revolution: Building the New Future of Work

    • Automation will transform our world. How can CEOs contribute to a shift in automation that is democratic? Prepare and adequately equip your people now.
      • When: Tuesday, September 20
      • Time: 1:30 PM – 2:15 PM PDT
      • Where: Yerba Buena Theater

Leading in a Flexible Work World

    • The Digital HQ is now as important as the physical HQ. Discover what challenges CEOs face as they navigate an evolving reality where their people need and want to be successful from anywhere.
      • When: Wednesday, September 21
      • Time: 12:30 PM – 1:15 PM PDT
      • Where: Keynote Room (Level 2)

Future of the Economy

    • Inflation and economic pressures are hitting every industry. Hear Former Treasury Secretary Lawrence H. Summers share his perspectives on how the economy got here and what to expect moving forward.
      • When: Wednesday, September 21
      • Time: 9:00 AM – 9:30 AM PDT
      • Where: Yerba Buena Theater

Accelerate value through industry-led transformation

    • Hear from a leading CPG company who is driving industry-led transformation by harnessing the power of platform diversification across Salesforce Clouds and creating omni channel customer experiences.
      • When: Tuesday, September 20
      • Time: 2:00 PM – 2:40 PM PDT
      • Where: Keynote Room (Level 2)

Dreamforce 2022: Dreamfest!

Dreamfest is the official celebration of Dreamforce, an epic live concert benefiting the UCSF Benioff Children’s Hospitals. Join us for an opening DJ and our headliner Red Hot Chili Peppers. Doors will open at 6:00 p.m., and the party will go until 9:00 p.m. PT.

Heavy snacks and ballpark fare, as well as beer, wine, and nonalcoholic beverages, will be provided, so come hungry and ready to rock.

Dreamfest general admission entry is included with Dreamforce registration, and VIP experiences are available via the UCSF benefit at theconcertforkids.org.

When: Wednesday, September 21, 6:00 p.m.–9:00 p.m PT

Where: Oracle Park

Dreamforce 2022 Nightlife/Events

Monday 19th

Marketers Welcome Bash

The Home for Marketers is where marketers on the Salesforce platform come and hang out, take a break and relax, network with other marketers, participate in fun events, refuel with some amazing food and drinks, and get to learn more about resources and tools to level-up their MOPs.

    • When: 4-8 PM
    • Where: Pink Elephant Alibi

Ice, Ice Breaker Happy Hour

After a busy travel day, break the Dreamforce ice with the teams from Introhive and Uncommon Purpose. Join us on Monday, September 19 at the Bottle Club Pub, as we bring together our closest friends from across the Salesforce ecosystem to start your Dreamforce experience off right.

    • When: 5-7:30 PM
    • Where: Bottle Club Pub

Tuesday 20th

Salesforce & FinancialForce: Transformation for the Long Run

Join Salesforce & FinancialForce at Fogo de Chão, just across the street from the Dreamforce campus, on Tuesday September 20th from 5:00 PM – 7:00 PM for drinks and light appetizers and hear FinancialForce leaders discuss what it takes to succeed in an era of digital transformation.

    • When: 5-7 PM
    • Where: Fogo De Chao
    • Registration

Cocktail Chillout – Meet & Mingle

Meet and mingle with fellow trailblazers! There will be a free T-shirt for the first 100 people to register and attend!

    • When: 5:30 PM
    • Where: Bookbinders Museum

A Night of Enchantment

This epic bash includes a live DJ, memorable activities and prizes, and exclusive VIP experiences. Regardless of your vibe, there’s something for you — a dance floor to go a little crazy, a quiet art gallery bar to network and have a glass of wine, and exclusive VIP rooftop access to take in the views.

    • When: 7-11 PM
    • Where: Temple Night Club

Third Republic & Salesforce Ben Present: Dreamforce Paradise

Starting at 7pm, we’ve managed to secure one of the most unique destinations in the city – the tiki-inspired Zombie Village – for a night like no other. They’ll be an open bar and DJ all night, a Salesforce Tarot Reader, a media team to capture the night and exclusive Salesforce Ben and Third Republic cocktails! We will also be hosting a silent auction to raise money for causes close to our heart.

    • When: 8 PM – 12 AM
    • Where: Zombie Village

Wednesday 21st

Dreamfest Happy Hour

Celebrate the return of the in-person Dreamforce conference with Odaseva, WithSecure & AppOmni at the San Francisco hot spot: Local Edition. Visit with new and old friends in the historic Hearst building which features the ambience of California’s famous printing and newspaper legacy.

    • Time: 5:00-7:00 PM
    • Where: Local Edition

Californication Cocktail Party

Pump up for the Peppers with us!

    • Time: 5:00-8:00 PM
    • Where: Thriller Social Club

Dreamfest

Dreamfest is the official celebration of Dreamforce, an epic live concert benefiting the UCSF Benioff Children’s Hospitals. Join us for an opening DJ and our headliner Red Hot Chili Peppers. Doors will open at 6:00 p.m., and the party will go until 9:00 p.m. PT.

    • When: Wednesday, September 21, 6:00 p.m.–9:00 p.m PT
    • Where: Oracle Park

Thursday 22nd

Wine-Down

Dreamforce is over. But not quite. Come and enjoy a glass of wine (or equivalent) and chat about the best bits of Dreamforce and network with your peer.

    • When: 4-7 PM
    • Where: Elements Spaces

10th Annual Cigar Shindig

Salesforce Saturday and Boba Blazers are joining forces to host Michalforce’s Cigar Shindig!! This is the 10yr Anniversary and we are going ALL out to make Michael Farrington proud!

    • When: 4:00-7:00 PM
    • Where: Cigar Bar and Grill

Dreamforce 2022 Ultimate Pump-Up Spotify Playlist

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce TPM Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Is Salesforce Trade Promotion Management (TPM) Right for You?

Estimated 3 min. read

Trade Promotion Management Today

As we are midway through the year, the Consumer Goods industry continues to confront economic challenges. Supply chain and customer demand continue to be volatile as consumers are making buying decisions based on what they can afford versus what they want. As these issues extend, competition in the industry will only increase. Digital Transformation is now no longer seen as an option but as a necessity. As Salesforce recently stated, customers expect fast, digital, and on-demand experiences or they will take their business elsewhere. Leaders across the country are focusing on efficient growth, cost savings, and increased productivity. In our last blog, we mentioned that Trade Promotion Management was one of three investments that were prioritized for CG leaders during 2020. Managing and optimizing trade spending is vital to driving profitable growth in today’s economy.

What is your ROI from Trade Promotions?

One of the most relevant issues facing brands right now is how they are managing and optimizing trade promotions. According to Mckinsey, CPG companies worldwide invest about 20% of their revenue annually in trade promotions. Stunningly, 59% lost money (72% in the US). Clearly, there is a huge opportunity for both CPG manufacturers and retailers to improve ROI on their TPM investment. If CPG leaders want to focus on growth, cost savings, and increased productivity, the current systems being utilized are not working just to break even.

Some companies are managing their Trade Promotion on homegrown systems, which is associated with risks such as limited knowledge, internal integration problems, and future enhancements. At the end of the day, whether you use a homegrown system or not, can you accurately measure ROI from trade promotions? If you can’t, then it’s time to start thinking about moving to a digital and unified platform.

Salesforce Trade Promotion Management

Salesforce recently released its Consumer Goods Cloud Retail Execution solution, Trade Promotion Management, to help the consumer goods industry drive revenue growth and collaborate across teams on one connected platform. Having a centralized system that supports integrations with ERP, POS, and other data sources is critical. Salesforce TPM helps accelerate the monitoring of key metrics and improve ROI and forecasting in real time. Salesforce Post-event analysis allows brands to conduct an analysis to determine the ROI achieved for individual activities, contracts, programs, and account plans. If you are managing more than $30 million in TPM funds, you should be looking into Salesforce’s TPM solution.

If you would like to learn more about Salesforce TPM or Salesforce Consumer Goods Cloud please contact us.

Learn More about Salesforce Trade Promotion Management

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Salesforce Winter ’23 Release: Service Cloud

Estimated 4 min. read

The Salesforce Winter ’23 Release Notes are here! We’ve gone through every page and highlighted new features and enhancements for Salesforce’s Service Cloud.

Swarming

    • Swarming with the power of Service Cloud gives Service organizations the tools they require to collaborate at scale with experts, solve customer issues, and report on Swarming participation and impact. Tackle customer issues as a team directly from Slack with the Service Cloud for Slack app, now generally available. Reduce your time-to-swarm with an enhanced Swarming setup page. To save time, agents can now add multiple swarm members at the same time, more easily understand field names, automatically close swarms, and update swarm record names.

Swarm on Customer Issues in Slack (GA)

    • Swarming with the power of Service Cloud gives Service organizations the tools they require to collaborate at scale with experts, solve customer issues, and report on Swarming participation and impact. Swarming gives agents the necessary tools to involve other experts and seamlessly log collaboration, participation, and ownership. So, your service team can collaborate with others to turn a new or complex issue into a closed case or incident. Agents save time and increase customer satisfaction by eliminating the need for a tiered and inefficient service model. The Service Cloud for Slack app, now generally available, includes some enhancements since the beta release.

Speed Up Your Time-to-swarm with Guided Swarming Setup

    • Get your team up and swarming with the enhanced setup page. Now you can turn on swarming, give users access to objects, set up your Service Console, and configure flows, all from one place. If you use Slack as your collaboration tool, the setup takes you to the new unified Salesforce for Slack Apps setup.

Add Multiple Users to your Swarms

    • Save time adding swarm members one by one as you create a swarm or after the swarm is created. Now you can add multiple users when you manually select users by name and add them all at once.

Boost Agent Productivity with Einstein Search for Knowledge

    • Now your service agents can find relevant articles faster and respond to customers more accurately for expedited case resolution. Einstein Search for Knowledge is now generally available.

Resolve Cases Quickly with Interactive Einstein Search Answers (Pilot)

    • Your agents can take immediate action by using Einstein Search Answers to extract the most relevant information from a knowledge article. The returned answers are just three lines so that agents can copy the answer and its internal link to their clipboard and then share it without leaving the page. Previously, agents opened the record page and then copied the URL and section of an article.

Set and Track After Conversation Work Time

    • Give agents a set amount of time after a customer call or messaging session to wrap up their work before they start a new one. Agents can use this time to send follow-up emails, update a case, or finalize their notes. Supervisors can use Omni Supervisor and reports to track the amount of time agents spend on wrap-up work.

Play back Voicemails

    • Route voicemails to agents so they can follow up with customers. Agents can play voicemail recordings and read voicemail transcriptions for all voicemails routed to them.

Share Incident Updates with Customers at Scale with Broadcast Communications 

    • Send mass communications to customers to keep them informed during an incident with broadcast communications. Help your incident teams send timely progress reports to impacted customers with broadcast emails available right from the incident record. Broadcast site banners help deflect customer cases by alerting authenticated or guest users of your Experience Builder sites about an ongoing incident. This saves your contact center time and maintains customer trust.

Route Work Faster with Estimated Wait Time for Customers 

    • To improve the customer experience, notify customers how long they must wait to speak to an agent. By knowing the estimated wait time, customers can make informed decisions about whether to contact your organization at a different time or use a different service channel. For example, if the wait time for a call is too long and the issue isn’t urgent, the customer can send an email instead.

If you would like to learn more about the Salesforce Winter ’23 Release and Service Cloud, please contact us.

Learn the latest features for Sales Cloud, Account Engagement, the Salesforce experience, and Reports and Dashboards.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce TPM Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources/Photos

Salesforce Winter ’23 Release Notes

salesforce_winter23_release_notes

Top 8 Salesforce Winter ’23 Release Features

Estimated 4 min. read

The Salesforce Winter ’23 Release is here! We’ve gone through every page and highlighted key features our top 8 features!

Boost Agent Productivity With Einstein Search for Knowledge (Generally Available)

    • Now your service agents can find relevant articles faster and respond to customers more accurately for expedited case resolution. Einstein Search for Knowledge is now generally available.

Resolve Cases Quickly With Interactive Einstein Search Answers (Pilot)

    • Your agents can take immediate action by using Einstein Search Answers to extract the most relevant information from a knowledge article. The returned answers are just three lines so that agents can copy the answer and its internal link to their clipboard and then share it without leaving the page. Previously, agents opened the record page and then copied the URL and section of an article.

Track and Sort All Your Tasks With the To Do List

    • Now your users can see all the tasks assigned to them in one component that’s available throughout Salesforce. With the To Do List docked in the Utility Bar, users can see, sort, and organize all their tasks in a single actionable view. Users can apply labels to tasks in the To Do List to customize how they organize and prioritize them. Sales Engagement users can also see tasks from cadences.

Enhance More Object Record Pages With Dynamic Forms

    • You can make your account, including person account, contact, and opportunity record pages more robust by configuring them with Dynamic Forms.

Create Custom Address Fields (Generally Available)

    • To improve address data accuracy and your users’ experience, create custom fields that mimic the behavior of standard address fields.

Access CRM Analytics with One Click

    • Explore and analyze your Customer Data Platform data in CRM Analytics with a single click. You can augment your analysis without moving the data from Customer Data Platform. In Customer Data Platform, select a data object, and click the new Explore in Analytics button to use the CRM Analytics dashboards.

Collaborate around data with Lightning Reports and Dashboards in Slack

    • Slack isn’t just for CRM Analytics anymore. Now all Salesforce users can browse, search, view, share, and subscribe to Lightning reports and dashboards using the CRM Analytics for Slack app. Teams can easily share reports and dashboards through scheduled subscriptions or posting to the team anytime. You can also run Einstein Discovery on Lightning reports and share the predictions and recommendations.

Work Smoothly with Improved Usability of Salesforce Desktop Site Forecasts

    • Sales reps and other forecast users can benefit from improved visualization and navigation on the forecasts page. Quota attainment percentages are shown as progress bars in the summary view. If a forecast value was adjusted and changed recently, you can see more information in a single popup, rather than two. To keep your time frame as a point of reference, the time period column is frozen as you scroll horizontally in summary view.

If you would like to learn more about the Salesforce Winter ’23 Release, please contact us.

Learn the latest Features:

Sales Cloud

Account Engagement

Salesforce experience

Reports and Dashboards

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce TPM Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources/Photos

Salesforce Winter ’23 Release Notes

salesforce_winter23_release_notes

Salesforce Winter ’23 Release: Sales Cloud

Estimated 4 min. read

The Salesforce Winter ’23 Release Notes are here! We’ve gone through every page and highlighted new features and enhancements for Sales Cloud.

Create Custom Calculated Forecast Columns to Reflect Your Business

    • You can tailor your forecasts to meet your business needs using up to five custom calculated columns per forecast type. For example, add custom columns for commit coverage or best-case-to-commit ratios. You can show, hide, and reorder most standard and custom columns on the forecasts page.

See Insights Related to Customer Objections

    • Sales reps and managers can now easily identify user objections made during calls with objection insights. Objections related to budget, authority, need, and timing are surfaced on video and voice records. They’re also visible on the activity timeline in relevant areas

Work Smoothly with Improved Usability of Salesforce Desktop Site Forecasts

    • Sales reps and other forecast users can benefit from improved visualization and navigation on the forecasts page. Quota attainment percentages are shown as progress bars in the summary view. If a forecast value was adjusted and changed recently, you can see more information in a single popup, rather than two. To keep your time frame as a point of reference, the time period column is frozen as you scroll horizontally in summary view.

Choose Custom Opportunity Fields to Include or Exclude from Your Forecasts

    • Now your sales team can filter by custom number, currency, and picklist fields for forecasts to pinpoint the data to study. Salesforce also improved your user experience by updating custom filter setup labels for readability.

Keep Deals Moving with Einstein Conversation Insights and Email Insights in Pipeline Inspection

    • Show sales teams a select group of Einstein Conversation Insights and Email Insights in Pipeline Inspection so they can dig deeper into customer interactions to keep deals on track. Insights also include suggested actions, such as viewing calls and email records.

Track and Sort All Your Tasks with the TO Do List

    • Now your users can see all the tasks assigned to them in one component that’s available throughout Salesforce. With the To Do List docked in the Utility Bar, Sales Engagement users can see, sort, and organize tasks from records or cadences in a single actionable view. Users can apply labels to tasks in the To Do List to customize how they organize and prioritize them.

View Territory-Based Forecast Types in the Salesforce Mobile App

    • Like in the Salesforce desktop site, you can see and use forecast types in the Salesforce mobile app that are grouped by territory hierarchy. For example, you can forecast opportunity revenue by territory. Previously, in the Salesforce mobile app, you could view forecast types grouped by user role only.

Assign Leads to Territories (Generally Available)

    • Ensure coverage for your sales teams’ prospects when you distribute leads among territories manually. You determine access levels for the leads in your reps’ territories.

Add Contacts to Cadences from Opportunities

    • Add opportunity contacts to cadences directly from opportunities and Pipeline Inspection. The opportunity is also automatically related to the contacts.

Create and Share Different Revenue Insights Apps to Meet Your Teams’ Needs

    • You can create multiple versions of the Revenue Insights app to match your sales organization structure. Team members can easily switch between versions in the Revenue Insights tab.

See Items That Need Attention on the Action Items Tab

    • The Follow Up tab was renamed to Action Items on voice and video call records. The tab includes a new Needs Attention subsection and continues to be your one-stop shop for follow-up items. Items include suggested actions, such as sending an email or creating a task.

If you would like to learn more about the Salesforce Winter ’23 Release and Sales, please contact us.

Learn the latest features for Account Engagement, the Salesforce experience, and Reports and Dashboards.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources/Photos

Salesforce Winter ’23 Release Notes

salesforce_winter23_release_notes

Salesforce Winter ’23 Release Reports and Dashboards

Estimated 3 min. read

The Salesforce Winter ’23 Release Notes are here! We’ve gone through every page and highlighted new features and enhancements for Reports and Dashboards.

Reports and Dashboards in Slack

    • Take your reports and dashboards into Slack, with sharing, collaboration, and subscriptions right in the app. Demystify report creation with custom report type structural details before you start. Manage your experience better with contextual search and filters in Analytics Home

Review a Custom Report Type’s Structure During Report Creation

    • Not sure what custom report type to use when you create a report? You can now view the structure of available custom report types and choose the best one for your needs. The details panel shows the relationships between the joined objects, and tooltips explain the outcome of the joins.

Collaborate around data with Lightning Reports and Dashboards in Slack

    • Slack isn’t just for CRM Analytics anymore. Now all Salesforce users can browse, search, view, share, and subscribe to Lightning reports and dashboards using the CRM Analytics for Slack app. Teams can easily share reports and dashboards through scheduled subscriptions or posting to the team anytime. You can also run Einstein Discovery on Lightning reports and share the predictions and recommendations.

Subscribe to Lightning Reports and Dashboards Directly in Slack

    • Get reports and dashboards that you want to see regularly by subscribing for yourself and others in the CRM Analytics for Slack app. No need to go out to Salesforce to set up and import a subscription. You can subscribe to up to seven reports or dashboards in Slack. A subscription refreshes the report or dashboard on a schedule that you set and posts a snapshot of the item to you and your specified recipients in Slack.

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Find Your Reports and Dashboards Faster in Analytics Home

    • Use new filtering and browsing capabilities to find and manage your Lightning reports and dashboards. Users now get an upgraded browsing experience with a series of filters to narrow search results and make it easier to manage analytics.

Filter Custom Report Types by Salesforce Fields (Beta)

    • Streamline report creation by finding custom report types that include specific standard or custom Salesforce fields. You can filter report types by up to 20 fields to ensure that the report contains the fields you need. For example, find the right report type to show which accounts bought which products by filtering on Account Name, Opportunity Name, and Product Model Number.

If you would like to learn more about the Salesforce Winter ’23 Release and Reports and Dashboards, please contact us.

Learn the latest features for Account Engagement and the Salesforce experience.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources/Photos

Salesforce Winter ’23 Release Notes

salesforce_winter23_release_notes

Salesforce Winter ’23 Release Account Engagement

Estimated 3 min. read

The Salesforce Winter ’23 Release Notes are here! We’ve gone through every page and highlighted new features and enhancements from Account Engagement (Previously Pardot).

Automate Tasks with Extensibility Enhancements

    • As part of extensibility enhancements, you can now take actions on prospects outside of Account Engagement. Supercharge Engagement Studio programs by automatically registering prospects for a webinar, sending them an SMS text, creating a new lead Salesforce, and more. External actions are built on invocable actions, so you can customize them to fit your business needs. Use external actions independently or in combination with external activities to close automation gaps across platforms.

Simplify Prospect Opt-Out Status between Account Engagement and Salesforce

    • The prospect Opted Out field now requires a designated system of record, giving you one place to check for a record’s opt-out status. Choose between Account Engagement or Salesforce as the primary value for the prospect Opted Out field. Previously, the Opted Out field inherited the value from the most recently updated record.

Review Prospects with Bot-Like activity

    • To protect the health of your business unit, Account Engagement can pause activity tracking for prospects with an excessive amount of activity. When a prospect’s activity tracking is paused, an icon appears on the prospect list view and an error appears on the prospect record. A prospect’s activity tracking is paused only if it impacts Account Engagement’s performance. Paused prospects who are opted in can still receive marketing emails.

Form Security Features Now Mandatory

    • A security update that better protects your forms and marketing content can affect forms served over the default go.pardot.com domain. For continuous form support, we recommend that you use a custom domain with forms or use them with Pardot landing pages. To find out where affected forms are being used, refer to the Content Served Using the Default Domain report in Pardot Settings.

Give Access to Account Engagement with a Dedicated Permission Set License and Permission Set

    • To accommodate Account Engagement users who don’t require full access to Salesforce, you can now assign them the Account Engagement permission set license and Account Engagement User permission set. This permission set grants users access to most of the marketing tools available in the Account Engagement Lightning app. It doesn’t include full access to campaigns in Salesforce.

Sync All Prospects Records with One Click

    • Use the Sync All Prospects option to sync prospect records with Salesforce. Previously, you needed to update a prospect field to trigger a full sync. Business units with fewer than 500,000 prospects can trigger a full sync every 7 days.

Pardot Classic App is Being Retired

  • The Pardot Classic App is scheduled for retirement in all Salesforce orgs by October 17, 2022. To access Account Engagement in Salesforce and get access to the latest features, use the Account Engagement Lightning app (formerly the Pardot Lightning app). You can also continue to access the standalone legacy application at pi.pardot.com.

If you would like to learn more about the Salesforce Winter ’23 Release and Account Engagement, please contact us.

Sources/Photos

Salesforce Winter ’23 Release Notes

salesforce_winter23_release_notes

Salesforce Winter ’23 Release: Quick Highlights

Estimated 3 min. read

The Salesforce Winter ’23 Release Notes are here! We’ve gone through every page and highlighted new features and enhancements that affect your Salesforce experience overall.

General Enhancements

Be ready for Multi-Factor Authentication Auto-Enablement

    • The requirement to use multi-factor authentication (MFA) when accessing Salesforce products went into effect on February 1, 2022. All users must now use MFA when they log in to Salesforce, whether they’re logging in directly or using single sign-on (SSO). To help customers satisfy this requirement, in the first half of 2023, Salesforce is automatically enabling MFA for direct logins. In fall 2023, Salesforce is enforcing MFA by making it a permanent part of the Salesforce login process.

Keep Working with Tab-Focused Dialogs (Release Update)

    • This release update has been postponed indefinitely and not enforced in its present form. Don’t enable it.

Create Custom Address Fields (Generally Available)

    • To improve address data accuracy and your users’ experience, create custom fields that mimic the behavior of standard address fields.

Einstein Search

Boost Agent Productivity with Einstein Search for Knowledge

    • Now your service agents can find relevant articles faster and respond to customers more accurately for expedited case resolution. Einstein Search for Knowledge is now generally available.

Resolve Cases Quickly with Interactive Einstein Search Answers (Pilot)

    • Your agents can take immediate action by using Einstein Search Answers to extract the most relevant information from a knowledge article. The returned answers are just three lines so that agents can copy the answer and its internal link to their clipboard and then share it without leaving the page. Previously, agents opened the record page and then copied the URL and section of an article.

Salesforce Winter '23 Release Einstein Search helping resolve case issues quickly

Salesforce Scheduler

Scheduling Recurring Shifts

    • Territory managers and service resources can now create shifts in recurring patterns, such as daily, weekly, or monthly. The recurrence period must be less than or equal to 120 days from the date that the recurrence period begins.

Connect with Customers from Anywhere

    • Provide service resources the flexibility to take appointments from anywhere by creating shifts with different engagement channels. An admin can create engagement channels, such as in-person, video, and phone, that service resources can add to their shifts and work types. Territory managers and service resources can define the availability of resources for these engagement channels by adding one or more engagement channels to a shift. Salesforce Scheduler shows service resources and available time slots based on the engagement channel that a user selects while creating an appointment.

Let Service Resources Add Multiple Topics to a Shift

    • Territory managers and service resources can define the availability of resources for multiple topics by adding one or more topics to a shift. Use Work Type Group to define topics. If the Salesforce Scheduler for Health Cloud option is enabled, then define topics by using Work Type. Salesforce Scheduler shows service resources and available time slots based on the topic that a user selects when creating an appointment.

If you would like to learn more about the Salesforce Winter ’23 Release, please contact us.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce TPM Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

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Salesforce Winter ’23 Release Notes

salesforce_winter23_release_notes

Salesforce Consumer Goods Cloud Customer Segmentation

Estimated 2 min. read

Salesforce Consumer Goods Cloud has released new features specifically on retail execution to help the consumer goods industry digitally transform. Exciting releases of the Consumer Goods Cloud Summer ’22 Offline App include Penny Perfect Pricing, Conditional Surveys, Asset Management, Payment Collection, Inventory & Quotas, Live Reporting, Substitution Management, Gamification, Supervisor Management, and Customer Segmentation.

Salesforce Consumer Goods Cloud Customer Segmentation

Salesforce Consumer Goods Cloud Customer Segmentation clusters customers and outlets to focus on retailers with the highest potential and improve personalization. Customer Segmentation benefits brands by giving them the power to:

    • Segment accounts based on specific classification attributes, such as priority, class of trade, store size, number of checkouts, etc.
    • Store results in reusable dynamic customer sets which can be assigned to promotions, activities, and penny-perfect pricing.

If you would like to learn more about Customer Segmentation or the Consumer Goods Cloud Summer ’22 Offline Retail execution release, please contact us.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources
Salesforce

Salesforce Consumer Goods Cloud Supervisor Management

Estimated 2 min. read

Salesforce Consumer Goods Cloud has released new features specifically on retail execution to help the consumer goods industry digitally transform. Exciting releases of the Consumer Goods Cloud Summer ’22 Offline App include Penny Perfect Pricing, Conditional Surveys, Asset Management, Payment Collection, Inventory & Quotas, Live Reporting, Substitution Management, Gamification, Supervisor Management, and Customer Segmentation.

Salesforce Consumer Goods Cloud Supervisor Management

Salesforce Consumer Goods Cloud Supervisor Management helps management achieve targets for a supervisor by coaching and monitoring the performance of your entire team. Supervisor Management benefits brands by giving them the power to:

    • Review activities of the team (e. g. visits, store audits, orders, tasks).
    • Monitor time utilization for working time and non-productive time.
    • Plan visits for the team.
    • Setup substitutions for the team.

If you would like to learn more about Supervisor Management or the Consumer Goods Cloud Summer ’22 Offline Retail execution release, please contact us.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources
Salesforce