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Jax, FL Trailblazer Community
May, 14, 2024
Admin Learning & Networking Event
Why You Should Hire Jr. Amins +
Summer Release Highlights (Summer ‘24)
Housekeeping
● Restrooms
● WiFi
● Networking after with drinks and appetizers at Burrito Gallery Brooklyn Station
● Safety First!
AGENDA
2:30-3:00 Welcome & Introductions
M.C.: Angela Moten, Salesforce Technical Lead @ American Red Cross
3:00-3:45 Why I Hire And Train Junior admins, And Why You Should Too!
Presenter: Cyndy V. Ferguson, Team Lead, Managed Services @ Craftsman Technology Group
3:45-4:30 Salesforce Summer '24 Release Highlights
Presenter: Marc Lester, Engagement Manager @ Coastal
4:30-5:15 Community Group Updates, Raffle and Closing Remarks
M.C.: Angela Moten, Salesforce Technical Lead @ American Red Cross
5:15-7:30 Networking at Burrito Gallery
Burrito Gallery Brooklyn Station, 901 Riverside Ave., Jacksonville, FL 32202
• 12+ Years in Salesforce Ecosystem
• Jacksonville, FL Admin Group Leader since 2017
• Florida Dreamin’ Conference Planning Team
Member since origination in 2018
/marclester
@MarcJLester
• 10+ Years in Salesforce Ecosystem
• Jacksonville, FL Admin Group participant since 2017
• Florida Dreamin’ Conference Speaker 2019 /angelamoten
@amoteninc
Jax, FL Admin Trailblazer
Community Group Leaders
• 12x certified Salesforce Consultant
• Flownatic, Husband, Father, Golfer
• Helping companies automate their
processes saving time and money with Salesforce.
/englhard
@DevelopingFlow
Welcome to the Community
Group Goals & Objectives
LEARN
Get help, answers, and
inspiration from your peers and
Community Leaders.
CONNECT
Meet Trailblazers like you and
discover opportunities from
mentorship to employment.
HAVE FUN
Enjoy a warm, welcoming
culture and make friends from
around the world.
GIVE BACK
Inspire and mentor the next
generation while building your
skills and reputation.
Thank You to the CSX team for Hosting today’s event!!!
Career Connections?
New to the
Trailblazer Community?
WELCOME
to the Salesforce Ohana!!
Why I Hire and Train Junior Admins,
and Why You Should To
A sanity saving guide for Salesforce Leaders
Why I hire and train Jr Admins, and why you should too!
About Craftsman Technology Group
Our Mission is to help
Nonprofit Organizations
grow and thrive.
www.craftsmantech.com
s to
Knowledge is knowing a
tomato is a fruit;
Wisdom is not putting it in a
fruit salad.
16
About this session
This session is for those who hire, train, manage and rely on Salesforce talent.
• Why I hire and train Jr Admins
• Why You should too
• Use the S.T.I.R. method
○ Situational Leadership Discussion
○ Work the Training Plan 30. 60. 90. 180-day plans
• Questions
17
Poll Results – 49 responses
18
• 25+ years experience in hiring,
leading, and developing dynamic
teams that achieve ambitious goals
• Passionate about Developing Talent
• Adhere to the Situational Leadership
Model of Talent Development and
Influence
Ok Cyndy, why should I listen to you?
Why I hire Jr Admins
20
• Succession Planning
• Talent - Build vs Buy
• Business-Specific Need
What will you do if you only have one Admin
and they quit? You need a bench ready to
step up.
Building an Admin from the ground up only
takes slightly longer than onboarding
experienced talent.
Do you need a specific or hard to find skill
set? Case Management, Marketing,
Nonprofit, Industry.
Why I hire Jr Admins/Freshies
Why you should hire Jr
Admins
22
• Eager to learn
• No bad habits
• Lower Initial investment
• Mitigate turnover**
Jr Admins are MOTIVATED.
They don’t build in Production 
Manage overhead costs. Trailhead
Academy training is an affordable and fast
way to skill up Jr/New Admins.
Possibly mitigate turnover. People leave
managers, not companies.
**Your mileage may vary.
Why you should hire Jr Admins
How to STIR
24
• Select = Select for Aptitude
• Train = Establish Learning Goals
• Invest = Time and Training
• Retain = Long Term Development
Superbadges > Certs
Clear Milestones in Learning
Commit time and resources to training
Establish a Two-way Feedback Loop
S.T.I.R. = The key to Jr Admin Success
25
● Internal Super Users who train others to use Salesforce (Company Knowledge)
● Career Changing End-Users (Business Knowledge)
● Military Service (Focus, Discipline)
● List of Training Programs
○ Talent Stacker
○ Tech Academy, (Formerly HBCU Force)
○ VetForce
○ SuperMums
○ Many more on Trailhead and LinkedIn.
Where do I find Jr Admins?
26
Situational Leadership Infographic
27
Business
Mission
and Goals
Meet Stake
holders
Review
training
plan
Set Goals
Create
Feedback
loop
7 days R1
Shadow
Business
end users
Review
Data Model
and
Processes
in SF
Trailhead
Academy
Give
Feedback
Assign
task-based
work
Prod
Credentials
Build
Reports
Map
solutions
Give
Feedback
Can begin
to work
solo on
lower lever
items
Complete
Admin
Trailmix
Plan for
Admin Cert
Shadow
end users
Most Jr
Admins can
begin solo
admin
work.
Admin Cert
achieved
Set next
cert goal
Adv Admin,
Platform
App
Builder,
etc,
Determine
strengths
and
weaknesse
s of your Jr
Admin
Create
learning to
address
any
weaknesse
s
Admi
should be
100%
capable
14 days R1 30 days R1 60 days R2 90 days R3 180 days R4
Milestone Learning Timeline
Questions and Thank you!
Let’s Connect!
https://www.linkedin.com/in/cyndyferguson/
Twitter @cyndyferg
https://medium.com/@dgcyndyferguson
s to
Salesforce Summer '24
Release Highlights
Presenter: Marc Lester
Engagement Manager @ Coastal
Summer ‘24
Release in a Box
A digital resource for Admins,
Business Users, Developers,
Community Groups, and more.
This presentation contains forward-looking statements about the Company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non-
operating results, including revenue, net income, earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance
obligation growth, expected tax rates, stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals,
expected capital allocation, including mergers and acquisitions (such as the proposed acquisition of Slack Technologies, Inc.), capital expenditures and other investments, expectations regarding closing
contemplated acquisitions and contributions from acquired companies. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and
assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the Company’s results could differ materially from the results expressed or implied by the forward-
looking statements it makes. The risks and uncertainties referred to above include those factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission,
including, but not limited to: risks associated with our ability to consummate the proposed Slack Technologies, Inc. transaction on a timely basis or at all; our ability to successfully integrate Slack
Technologies, Inc.’s operations; our ability to realize the anticipated benefits of the proposed transaction; the impact of Slack Technologies, Inc.’s business model on our ability to forecast revenue results;
disruption from the transaction making it more difficult to maintain business and operational relationships; the impact of, and actions we may take in response to, the COVID-19 pandemic, related public
health measures and resulting economic downturn and market volatility; our ability to maintain service performance and security levels meeting the expectations of our customers, and the resources
and costs required to avoid unanticipated downtime and prevent, detect and remediate performance degradation and security breaches; our ability to secure and costs related to data center capacity
and other infrastructure provided by third parties; our reliance on third-party hardware, software and platform providers; the effect of evolving domestic and foreign government regulations, including
those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy; current and potential litigation involving us or our industry, including
litigation involving acquired entities such as Tableau; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and
product features, including any efforts to expand our services beyond the CRM market; the success of our strategy of acquiring or making investments in complementary businesses and strategic
partnerships; our ability to compete in the market in which we participate; the success of our business strategy and our plan to build our business; our ability to execute our business plans; our ability to
continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability
to limit customer attrition and costs related to those efforts; the success of our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our
customer base and operations; our dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and
uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term license revenue products; the performance
and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our brands; the
valuation of our deferred tax assets and the release of related valuation allowances; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual
property; uncertainties regarding the effect of general economic conditions; and risks related to our debt and lease obligations.
031621
Forward-Looking Statements
Feature Summaries Helpful Links End Users
This deck includes high-
level summaries of the
top innovations for
each product
Most innovations
contain links to 1-2
minute digestible
demos and/or links to
learn more
Identify the right features
for your end users by using
the color-coded legend
(Admin, Business User,
Developer)
What’s Included?
This Asset Looks Different. What Changed?
Release in a Box Changes
We heard your feedback and redesigned this
asset to help you more quickly pinpoint the
innovations that are relevant for you.
The new Release in a Box simplifies your
learning journey so you can spend more time
diving right into the features that will drive
your Salesforce ROI.
Clearer end users
Streamlined preview of
top features
Screenshot of first
feature
Easier navigation to
demos & release notes
Jen’s Top Summer ’24 Release Features | Be Release Ready
Admin Release Countdown: Get Ready for Summer ’24
Salesforce Summer’24 Release Quick Summary
The Future of User Management | Summer ’24 Be Release Ready
Incredible New Salesforce Flow Features in Summer 24
2
5
1
4
3
Table of Contents
6 15 Hottest Salesforce Summer ’24 Features For Admins
Important Summer ‘24 Release Dates
Below are the most important dates you’ll want to mark in your calendar for Summer ’24.
Admin Release Countdown: Get Ready for Summer ’24
Jen’s Top Summer ’24 Release Features | Be Release Ready
By Jennifer W. Lee
 Add a new field to Dynamic Forms-enabled Lightning record pages via a wizard
 See where custom fields are used on Dynamic Forms-enabled Lightning pages
 View and manage your field history tracking all in one place
 Customize the search for your users using Search Manager (GA)
 Take control of the overall look of your record pages with the new blank space component
 Set component visibility on tabs to show relevant tabs at the right time
 Direct logins to Salesforce production orgs have MFA turned on by default
 Add rich text headers in App Builder
 Show your record fields in two columns on Tablets
 Use the new more granular ‘Freeze Users’ and ‘Monitor Login’ permissions
 A Bunch of Flow Awesomeness!
The Future of User Management Summer ’24 | Be Release Ready
By Cheryl Feldman
 Automate and migrate access with User Access Policies
 Apply Policy Manually or Automate
 See where custom fields are used on Dynamic Forms-enabled Lightning pages
 Gain a comprehensive view with User Access Summary
 Get all the details with Permission Set and Permission Set Group Summaries (GA)
 See where a public group is used with the Public Group Access Summary
Incredible New Salesforce Flow Features in Summer 24
By Salesforce Break (Andy Engin Utkan)
 New Automation App
 Enable under Process Automation Settings
 Easily view details related to Flow
• Recently Modified Flows
• Errored Flows
• Join the Flow Community
• Learn About Salesforce Flow
 Flow tab
• Standard Home page with ability to
create list views that are editable
Salesforce Summer ’24 Release Quick Summary
By Automation Champion
 A bunch of Developer, CRMA and AI Stuff
 Some of the same stuff as Jen, Cheryl and Andy
 Post from CRM Analytics to Slack
 Create and Verify Your Default No-Reply Organization-Wide Email Address to Send Email
(Release Update)
 Limit Who Receives Notifications About Certificate Expiration
Other Notable Update
 Transition to the Lightning Editor for Email Composers in Email-to-Case
15 Hottest Salesforce Summer ’24 Features For Admins
By SF Ben
 Einstein for Formulas
 See Fields in Compact Density When Configuring a Lightning Record Page
 Salesforce offers two display densities that can improve navigation:
• Comfy: A spacious view that takes up more space, with labels on the top of fields and increased space between page elements.
• Compact: A denser view with labels to the left of the fields and less space between page elements.
 Save Time with More Actions in the Intelligence Views
 Intelligence Views will display standard and custom actions to boost user productivity when using these views.
 Get Better Performance for List Views
 List views for custom objects will now render with Lightning Web Components (LWC) instead of Aura which is much faster.
Watch the demo videos
Visit salesforce.com/releases
Join the Release Readiness
Trailblazers Community Group
Take the Release Highlights Trail
Dive into the detailed Release Notes
2
5
1
4
3
How do I Learn More?
Community Group Updates and
Closing Remarks
Check out monthly at
https://trailhead.salesforce.com/quests
Exciting new ways to explore
Trailhead and earn special prizes
Each month new quests are
available with special prizes and
unique badges
Trailhead Quests
JOIN THE MOVEMENT & START HAVING AN IMPACT TODAY 🤗
CALL OUT!!!
for
Speakers at a Future Meeting
We would love to have a customer present
about how they are using Salesforce!
Please let Marc, Rich or I know
if you are interested.
Upcoming Administrator Group Events
❑ Summer Fun Joint Networking Event hosted by Capstorm in July. Details will be posted soon.
❑ Updates from any other group leaders (Architect, Nonprofit, Developer, WIT or Slack)?
○ Jax Slack Group - Thurs, 5/16 - Advanced Workflow Builder
○ Jax Nonprofit Group - Fri, 5/24 - May Virtual Lunch Break
○ Jax Developer Group - Wed, 5/29 - Strategies for seamless Data Integration
Don’t Miss Any Posts
Make sure to change your Post
frequency to Every Post to ensure
you don’t miss any posts, that may
include upcoming event, new
members, job postings and more!
Join our Chatter Group
Jacksonville, FL Admin Group
Scan this QR Code to
join the Jax Admin
Chatter Group
Share Your Learning and Fun!
Post, Tweet, and Share with
#TrailblazerCommunity #SalesforceOhana
@JaxFL_SF_Ohana
A few examples from previous Jacksonville Trailblazer Community Group Meetings
Thank you
Appendix Slides by the below categories
Sales
Slack
Einstein AI
Life Sciences
Energy & Utilities
Consumer Goods
Analytics
Nonprofit
Manufacturing
Service
Platform - Trusted
Services
Net Zero
Education
Public Sector
Marketing
Platform - AI App
Dev
Customer Success
Media
Commerce
Automotive
Platform - Heroku
Financial Services Health
MuleSoft
Revenue
Data Cloud
Communications
Identify
Features by User
Admin
Developer
Business User
Prospecting Center
Automate discovery of your next best customer.
Automated Contacts
Eliminate manual data entry with automated contacts.
Einstein Sales Coach
Get reps pitch perfect with Einstein Sales Coach.
Release Notes >>
Watch Demos >>
Sales
Conversation Signals
Know exactly how the competition is impacting your deals.
Einstein Copilot: Sales Actions Enhancements
Your AI assistant for Sales.
Einstein Account Management: Lead Inspection
Grow your revenue through new opportunities and stakeholders.
Einstein Copilot: Field Service Actions
Streamline everyday activities with a conversational and generative AI
assistant in the flow of work.
My Service Journey
My Service Journey helps you easily build a pathway to Service business
outcomes with capabilities and next steps.
Generative Knowledge Answers in Bots
Empower customers to self serve by surfacing auto-generated answers
to their questions, grounded in trusted knowledge.
Field Service: Proactive Asset Service
Get ahead of downtime with real-time updates on asset performance
powered by Data Cloud.
Release Notes >>
Watch Demos >>
Service
Cross-Object Merge Fields
Increase personalization beyond your standard merge fields.
Goal-Based Product Recommendations
Boost conversions with AI-powered product recommendations.
Einstein Copilot: Marketing Actions
Save time by building campaigns with Einstein Generative AI.
Waterfall Segmentation
Prioritize campaigns with the right individual in the right segment.
Release Notes >>
Watch Demos >>
Marketing
Checkout
Convert faster across any Salesforce app with a unified checkout for all your
customer touch points.
Self Implemented D2C
Launch a direct-to-consumer storefront in no time with self-implemented
direct-to-consumer commerce.
Consumer Grade D2C
Boost shopper satisfaction with stylized templates or custom pages that have
faster page loads and component responses.
Commerce
Release Notes >>
Watch Demos >>
Commerce App
Designed to complete any job in less clicks, the modern UI includes an
easy to access left-navigation panel and the ability to easily make and
preview changes in real-time.
Data Cloud for Commerce
Grow customer loyalty and achieve higher conversions.
Intelligent Document Processing
Effortlessly extract data from documents in any format with unparalleled
accuracy powered by AI.
Anypoint Partner Manager Enhancements
Build a composable partner ecosystem and connect to a centralized OMS.
Anypoint Flex Gateway Enhancements
API Gateway to protect IBM Power Apps and help drive modernization.
DataWeave Expression Builder
Accelerate data transformation between systems and applications.
Anypoint Monitoring Enhancements
Trace requests as they move across your apps & export that data to 3rd
party monitoring tools.
Invocable Actions Enhancements
Package code functionality into declarative, reusable building blocks.
MuleSoft
Slack Sales Elevate
Elevate sales leaders with real-time CRM insights, trusted AI, and
automation in the flow of work.
Lists
Track work where you are already collaborating with your team.
Slack AI
Empower everyone with trusted AI, right where you're already working.
Release Notes >>
Watch Demos >>
Slack
Privacy Center Enhancements
Delete data from Salesforce that does not require frequent direct access and retain
it in a Hyperforce-managed data store.
Data Mask Enhancements
Protect your sensitive Sandbox data faster with a new masking engine.
Trusted Services for Government Cloud
Secure your government data with Security Center and Privacy Center - now
FedRAMP authorized
Event Log Objects Beta & ELF Enhancements
Analyze new low latency Event Log Object data at high scale & get 1 year of
ELF retention.
Release Notes >>
Watch Demo >>
Platform - Trusted Services
Code Builder Enhancements
Adding the Code Builder PSLs to the Dev Pro, Partial and Full
Sandbox AddOns SKUs.
Sandbox Enhancements: Scratch Org Snapshots
Capture the current state of a scratch org and use it as a starting point to
create other scratch orgs quickly.
Salesforce Backup Enhancements
Leverage Backup with more customization around backup schedule,
record identification, and more ease in file restoration.
Release Notes >>
Watch Demo >>
Platform - AI App Dev
Large Dynos
Expanded Memory and Compute with Heroku's New Larger Dynos.
Code Builder Enhancements
Adding the Code Builder PSLs to the Dev Pro, Partial and Full Sandbox Add-Ons SKUs.
Release Notes >>
Watch Demo >>
Platform - Heroku
Digital Wallet
Monitor consumption easily in near real-
time.
Vector Database
Unify structured & unstructured data into Data Cloud Vector Database to power
automations, analytics, and AI.
Zero Copy Integration with Amazon Redshift
Securely share data between Data Cloud and Amazon Redshift with zero copy.
Zero Copy Integration with Databricks
Securely share data between Data Cloud and Databricks with zero copy.
Release Notes >>
Watch Demos >>
Data Cloud
Bring Your Own LLM Expansion
BYO LLM expansion to connect instances of Google Gemini and
AWS Bedrock models.
Text inputs for Prompt Templates
Pass text as an input into a prompt template.
Search Retrievers
Search for unstructured data to ground your generative AI results.
Data Residency Enhancements
Maintain data residency requirements outside of the US.
Recommended Actions
Surface standard actions as single-click options specific to the page context.
Release Notes >>
Watch Demos >>
Einstein AI
ESG Report Accuracy Assessment
Assess and improve ESG report accuracy with Einstein.
Template Designer for ESG Disclosures
Simplify compliance reporting with Template Designer integrated in
Microsoft 365.
CSRD Report Builder Enhancements
Accelerate ESRS reporting via enhanced Report Builder.
Data Export and Automated Audit Trail
Enhance ESG transparency and trust by offering access to raw data
for calculations and history logs.
Release Notes >>
Watch Demos >>
Net Zero
Simplified Data Collection Flow
Streamline data acquisition with a simple user
interface.
Success Plans for Tableau
Get more value with a proven way to fast-track success with Success
Plans, now available for Tableau.
Signature Success Plan Enhancements
Align, strategize, and partner together to achieve your goals.
Customer Success Score Enhancements
Measure your progress across product adoption, customer expertise,
and technical health with the Customer Success Score.
Signature Success Plan for Marketing Cloud Intelligence
Access to our fastest support and proactive, personalized expertise to help you
maximize ROI.
Expert Coaching Digital Catalog
Enhanced expert guidance to scale and grow with new and refreshed Expert
Coaching Sessions.
Customer Success
Release Notes >>
Connected Vehicle
Power immersive vehicle experiences with the Einstein 1 Platform.
Actionable Telematics Framework
Monitor and act on telematics data in real-time.
Remote Vehicle Actions
Power real-time remote actions on your vehicle.
Vehicle Status Monitoring
Track the health or status of any vehicle.
Vehicle Data Visualization
Visualize a vehicle's connected features and services.
Automotive
Release Notes >>
Billing Inquiry Manager Enhancements
Leverage Einstein's predictive and generative AI capabilities and empower
service agents to manage customer billing and payment-related processes
without ever leaving the Salesforce Service Console.
Enterprise Sales Management Enhancements
Empower sales agents and customers-alike with self-service tools.
Work Order Estimation
Inform Customers with Contextual Work summaries, grounded with
their unified profile.
Release Notes >>
Watch Demos >>
Communications
TM Forum API Enhancements
Streamline complex product catalogue management.
Direct Store Delivery
Manage logistics, sales and marketing processes in DSD markets.
MuleSoft Accelerator for Consumer Goods Enhancements
Optimize promotional activities with integrated TPM pricing data.
Consumer Goods
Data Cloud for Consumer Goods
Consolidate retailer and consumer data into a single account view.
Release Notes >>
Marketing Cloud Growth Edition
Better engage with your stakeholders.
Nonprofit Cloud Einstein 1 Sales and/or Service Edition
The best of Salesforce with trusted AI & data.
Nonprofit Cloud Fundraising Enhancements
Deliver fundraising efficiency for staff.
Nonprofit Cloud Programs Suite Enhancements
Ensure better programs tracking.
Nonprofit Cloud for Grantmaking Enhancements
Create, launch and manage grant application forms with an intuitive user
interface for grantseekers.
Release Notes >>
Watch Demos >>
Nonprofit
Education
Data Importer for Common App
Recruit and admit students faster with an easy way to import Common App
first-year data into Education Cloud.
Application Insights
Drive applicant and admissions team success with clear insights into action
items needed for completion.
Intelligent Question Generator
Boost staff productivity and better assess students’ needs with AI-generated
intake questions.
Mentorship Enhancements
Empower high impact mentoring relationships established through filtering and
selection to best match mentors and mentees.
Release Notes >>
Watch Demo >>
Einstein Copilot: Financial Services Actions
Resolve banking and insurance service inquiries faster with
AI-powered service processes.
Digital Lending
Exceed customers’ expectations with a unified, modern lending platform.
Transaction Dispute Management Enhancements
Streamline transaction dispute resolutions with enhanced case details.
Automation Platform Enhancements
Uplevel automated workflows with Stage Management and Integration
Orchestration.
Policyholder Self-Service Portal
Empower your policyholder to take control with modern self-service experience.
Personalize Financial Engagement Enhancements
Deliver financial wellness with actions derived from complete and unified data
Release Notes >>
Watch Demos >>
Financial Services
Integrated Care Management Enhancements
Personalize Care Plans based on Industry Standard MCG Assessments.
Provider Search Enhancements
Gain 360-degree view of provider network with advanced search capability.
Provider Network Management Enhancements
Optimize the entire provider onboarding journey.
Health
Home Health Enhancements
Simplify home visits with mobile patient app.
Release Notes >>
Benefits Verification
Expedite access to treatments with enhanced benefits verification
and management.
Participant Enrollment
Seamlessly screen and enroll participants for clinical trials.
Life Sciences
Watch Demos >>
Work Order Estimation
Maximize revenue by accurately estimating work order costs and enhancing visibility.
Product Service Campaigns
Efficiently manage service campaigns, saving time and resources.
Warranty Supplier Recovery
Streamline supplier claims, foster collaboration, and strengthen relationships.
Manufacturing
Release Notes >>
Social Insurance
Streamline social insurance claims processes.
Change of Circumstance Guided Flow Enhancements
Simplify eligibility renewals, updates, and reviews with automation.
Outcome Management for Public Sector Enhancements
Measure the impact of government programs.
Interaction Notes Enhancements
Capture and share caseworker notes with ease.
Public Sector
Release Notes >>
Advertising Sales Management Enhancements
Empower ad sellers to drive revenue growth and targeting with a
comprehensive view of media plans.
Release Notes >>
Watch Demo >>
Media
Dynamic Revenue Orchestrator
Dynamically decompose and orchestrate orders across
the revenue lifecycle.
Release Notes >>
Watch Demos >>
Revenue
Data Cloud for Energy & Utilities
Streamline access to charger data and leverage it across Salesforce applications
to accelerate time-to-value.
Dynamic Assessments
Create dynamic questions and tasks to simplify data capture for inspections.
Warranty Management
Establish warranty eligibility rules, define service standards, capture claims, and
adjudicate claims.
E&U Cloud Trial Org Enhancements
Get hands-on experience with Energy and Utilities Cloud in a full-featured trial
experience.
Energy & Utilities
Release Notes >>
Write to Data Cloud
Accelerate your Data Cloud journey by writing any CRM Analytics datasets to Data Cloud objects.
Native CRM Analytics Dashboard component for Lightening Web
Runtime Experience Sites
Integrate analytics with the whole new native LWC component.
Virtual Private Connection for Snowflake on AWS
Connect to Snowflake on AWS over a private connection.
Post CRMA Dashboards to Slack
Post CRMA Dashboards directly to Slack with one-click button.
Embedded Collections Component
New and improved embedded collections component for LWC pages.
Streamlined Apps Setup
Setup Revenue Insights & EAM Apps in same place.
Analytics

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一比一原版(UMN毕业证)明尼苏达大学毕业证如何办理
 

Jax, FL Admin Community Group 05.14.2024 Combined Deck

  • 1. Jax, FL Trailblazer Community May, 14, 2024 Admin Learning & Networking Event Why You Should Hire Jr. Amins + Summer Release Highlights (Summer ‘24)
  • 2. Housekeeping ● Restrooms ● WiFi ● Networking after with drinks and appetizers at Burrito Gallery Brooklyn Station ● Safety First!
  • 3. AGENDA 2:30-3:00 Welcome & Introductions M.C.: Angela Moten, Salesforce Technical Lead @ American Red Cross 3:00-3:45 Why I Hire And Train Junior admins, And Why You Should Too! Presenter: Cyndy V. Ferguson, Team Lead, Managed Services @ Craftsman Technology Group 3:45-4:30 Salesforce Summer '24 Release Highlights Presenter: Marc Lester, Engagement Manager @ Coastal 4:30-5:15 Community Group Updates, Raffle and Closing Remarks M.C.: Angela Moten, Salesforce Technical Lead @ American Red Cross 5:15-7:30 Networking at Burrito Gallery Burrito Gallery Brooklyn Station, 901 Riverside Ave., Jacksonville, FL 32202
  • 4. • 12+ Years in Salesforce Ecosystem • Jacksonville, FL Admin Group Leader since 2017 • Florida Dreamin’ Conference Planning Team Member since origination in 2018 /marclester @MarcJLester • 10+ Years in Salesforce Ecosystem • Jacksonville, FL Admin Group participant since 2017 • Florida Dreamin’ Conference Speaker 2019 /angelamoten @amoteninc Jax, FL Admin Trailblazer Community Group Leaders • 12x certified Salesforce Consultant • Flownatic, Husband, Father, Golfer • Helping companies automate their processes saving time and money with Salesforce. /englhard @DevelopingFlow
  • 5. Welcome to the Community Group Goals & Objectives LEARN Get help, answers, and inspiration from your peers and Community Leaders. CONNECT Meet Trailblazers like you and discover opportunities from mentorship to employment. HAVE FUN Enjoy a warm, welcoming culture and make friends from around the world. GIVE BACK Inspire and mentor the next generation while building your skills and reputation.
  • 6.
  • 7. Thank You to the CSX team for Hosting today’s event!!!
  • 8.
  • 10. New to the Trailblazer Community? WELCOME to the Salesforce Ohana!!
  • 11. Why I Hire and Train Junior Admins, and Why You Should To
  • 12. A sanity saving guide for Salesforce Leaders Why I hire and train Jr Admins, and why you should too!
  • 13.
  • 14. About Craftsman Technology Group Our Mission is to help Nonprofit Organizations grow and thrive. www.craftsmantech.com s to
  • 15. Knowledge is knowing a tomato is a fruit; Wisdom is not putting it in a fruit salad.
  • 16. 16 About this session This session is for those who hire, train, manage and rely on Salesforce talent. • Why I hire and train Jr Admins • Why You should too • Use the S.T.I.R. method ○ Situational Leadership Discussion ○ Work the Training Plan 30. 60. 90. 180-day plans • Questions
  • 17. 17 Poll Results – 49 responses
  • 18. 18 • 25+ years experience in hiring, leading, and developing dynamic teams that achieve ambitious goals • Passionate about Developing Talent • Adhere to the Situational Leadership Model of Talent Development and Influence Ok Cyndy, why should I listen to you?
  • 19. Why I hire Jr Admins
  • 20. 20 • Succession Planning • Talent - Build vs Buy • Business-Specific Need What will you do if you only have one Admin and they quit? You need a bench ready to step up. Building an Admin from the ground up only takes slightly longer than onboarding experienced talent. Do you need a specific or hard to find skill set? Case Management, Marketing, Nonprofit, Industry. Why I hire Jr Admins/Freshies
  • 21. Why you should hire Jr Admins
  • 22. 22 • Eager to learn • No bad habits • Lower Initial investment • Mitigate turnover** Jr Admins are MOTIVATED. They don’t build in Production  Manage overhead costs. Trailhead Academy training is an affordable and fast way to skill up Jr/New Admins. Possibly mitigate turnover. People leave managers, not companies. **Your mileage may vary. Why you should hire Jr Admins
  • 24. 24 • Select = Select for Aptitude • Train = Establish Learning Goals • Invest = Time and Training • Retain = Long Term Development Superbadges > Certs Clear Milestones in Learning Commit time and resources to training Establish a Two-way Feedback Loop S.T.I.R. = The key to Jr Admin Success
  • 25. 25 ● Internal Super Users who train others to use Salesforce (Company Knowledge) ● Career Changing End-Users (Business Knowledge) ● Military Service (Focus, Discipline) ● List of Training Programs ○ Talent Stacker ○ Tech Academy, (Formerly HBCU Force) ○ VetForce ○ SuperMums ○ Many more on Trailhead and LinkedIn. Where do I find Jr Admins?
  • 27. 27 Business Mission and Goals Meet Stake holders Review training plan Set Goals Create Feedback loop 7 days R1 Shadow Business end users Review Data Model and Processes in SF Trailhead Academy Give Feedback Assign task-based work Prod Credentials Build Reports Map solutions Give Feedback Can begin to work solo on lower lever items Complete Admin Trailmix Plan for Admin Cert Shadow end users Most Jr Admins can begin solo admin work. Admin Cert achieved Set next cert goal Adv Admin, Platform App Builder, etc, Determine strengths and weaknesse s of your Jr Admin Create learning to address any weaknesse s Admi should be 100% capable 14 days R1 30 days R1 60 days R2 90 days R3 180 days R4 Milestone Learning Timeline
  • 28. Questions and Thank you! Let’s Connect! https://www.linkedin.com/in/cyndyferguson/ Twitter @cyndyferg https://medium.com/@dgcyndyferguson s to
  • 29. Salesforce Summer '24 Release Highlights Presenter: Marc Lester Engagement Manager @ Coastal
  • 30. Summer ‘24 Release in a Box A digital resource for Admins, Business Users, Developers, Community Groups, and more.
  • 31. This presentation contains forward-looking statements about the Company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non- operating results, including revenue, net income, earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals, expected capital allocation, including mergers and acquisitions (such as the proposed acquisition of Slack Technologies, Inc.), capital expenditures and other investments, expectations regarding closing contemplated acquisitions and contributions from acquired companies. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the Company’s results could differ materially from the results expressed or implied by the forward- looking statements it makes. The risks and uncertainties referred to above include those factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: risks associated with our ability to consummate the proposed Slack Technologies, Inc. transaction on a timely basis or at all; our ability to successfully integrate Slack Technologies, Inc.’s operations; our ability to realize the anticipated benefits of the proposed transaction; the impact of Slack Technologies, Inc.’s business model on our ability to forecast revenue results; disruption from the transaction making it more difficult to maintain business and operational relationships; the impact of, and actions we may take in response to, the COVID-19 pandemic, related public health measures and resulting economic downturn and market volatility; our ability to maintain service performance and security levels meeting the expectations of our customers, and the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate performance degradation and security breaches; our ability to secure and costs related to data center capacity and other infrastructure provided by third parties; our reliance on third-party hardware, software and platform providers; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy; current and potential litigation involving us or our industry, including litigation involving acquired entities such as Tableau; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product features, including any efforts to expand our services beyond the CRM market; the success of our strategy of acquiring or making investments in complementary businesses and strategic partnerships; our ability to compete in the market in which we participate; the success of our business strategy and our plan to build our business; our ability to execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success of our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations; our dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term license revenue products; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our brands; the valuation of our deferred tax assets and the release of related valuation allowances; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property; uncertainties regarding the effect of general economic conditions; and risks related to our debt and lease obligations. 031621 Forward-Looking Statements
  • 32. Feature Summaries Helpful Links End Users This deck includes high- level summaries of the top innovations for each product Most innovations contain links to 1-2 minute digestible demos and/or links to learn more Identify the right features for your end users by using the color-coded legend (Admin, Business User, Developer) What’s Included?
  • 33. This Asset Looks Different. What Changed? Release in a Box Changes We heard your feedback and redesigned this asset to help you more quickly pinpoint the innovations that are relevant for you. The new Release in a Box simplifies your learning journey so you can spend more time diving right into the features that will drive your Salesforce ROI. Clearer end users Streamlined preview of top features Screenshot of first feature Easier navigation to demos & release notes
  • 34. Jen’s Top Summer ’24 Release Features | Be Release Ready Admin Release Countdown: Get Ready for Summer ’24 Salesforce Summer’24 Release Quick Summary The Future of User Management | Summer ’24 Be Release Ready Incredible New Salesforce Flow Features in Summer 24 2 5 1 4 3 Table of Contents 6 15 Hottest Salesforce Summer ’24 Features For Admins
  • 35. Important Summer ‘24 Release Dates Below are the most important dates you’ll want to mark in your calendar for Summer ’24. Admin Release Countdown: Get Ready for Summer ’24
  • 36. Jen’s Top Summer ’24 Release Features | Be Release Ready By Jennifer W. Lee  Add a new field to Dynamic Forms-enabled Lightning record pages via a wizard  See where custom fields are used on Dynamic Forms-enabled Lightning pages  View and manage your field history tracking all in one place  Customize the search for your users using Search Manager (GA)  Take control of the overall look of your record pages with the new blank space component  Set component visibility on tabs to show relevant tabs at the right time  Direct logins to Salesforce production orgs have MFA turned on by default  Add rich text headers in App Builder  Show your record fields in two columns on Tablets  Use the new more granular ‘Freeze Users’ and ‘Monitor Login’ permissions  A Bunch of Flow Awesomeness!
  • 37. The Future of User Management Summer ’24 | Be Release Ready By Cheryl Feldman  Automate and migrate access with User Access Policies  Apply Policy Manually or Automate  See where custom fields are used on Dynamic Forms-enabled Lightning pages  Gain a comprehensive view with User Access Summary  Get all the details with Permission Set and Permission Set Group Summaries (GA)  See where a public group is used with the Public Group Access Summary
  • 38. Incredible New Salesforce Flow Features in Summer 24 By Salesforce Break (Andy Engin Utkan)  New Automation App  Enable under Process Automation Settings  Easily view details related to Flow • Recently Modified Flows • Errored Flows • Join the Flow Community • Learn About Salesforce Flow  Flow tab • Standard Home page with ability to create list views that are editable
  • 39. Salesforce Summer ’24 Release Quick Summary By Automation Champion  A bunch of Developer, CRMA and AI Stuff  Some of the same stuff as Jen, Cheryl and Andy  Post from CRM Analytics to Slack  Create and Verify Your Default No-Reply Organization-Wide Email Address to Send Email (Release Update)  Limit Who Receives Notifications About Certificate Expiration Other Notable Update  Transition to the Lightning Editor for Email Composers in Email-to-Case
  • 40. 15 Hottest Salesforce Summer ’24 Features For Admins By SF Ben  Einstein for Formulas  See Fields in Compact Density When Configuring a Lightning Record Page  Salesforce offers two display densities that can improve navigation: • Comfy: A spacious view that takes up more space, with labels on the top of fields and increased space between page elements. • Compact: A denser view with labels to the left of the fields and less space between page elements.  Save Time with More Actions in the Intelligence Views  Intelligence Views will display standard and custom actions to boost user productivity when using these views.  Get Better Performance for List Views  List views for custom objects will now render with Lightning Web Components (LWC) instead of Aura which is much faster.
  • 41. Watch the demo videos Visit salesforce.com/releases Join the Release Readiness Trailblazers Community Group Take the Release Highlights Trail Dive into the detailed Release Notes 2 5 1 4 3 How do I Learn More?
  • 42.
  • 43. Community Group Updates and Closing Remarks
  • 44. Check out monthly at https://trailhead.salesforce.com/quests Exciting new ways to explore Trailhead and earn special prizes Each month new quests are available with special prizes and unique badges Trailhead Quests
  • 45. JOIN THE MOVEMENT & START HAVING AN IMPACT TODAY 🤗
  • 46. CALL OUT!!! for Speakers at a Future Meeting We would love to have a customer present about how they are using Salesforce! Please let Marc, Rich or I know if you are interested.
  • 47. Upcoming Administrator Group Events ❑ Summer Fun Joint Networking Event hosted by Capstorm in July. Details will be posted soon. ❑ Updates from any other group leaders (Architect, Nonprofit, Developer, WIT or Slack)? ○ Jax Slack Group - Thurs, 5/16 - Advanced Workflow Builder ○ Jax Nonprofit Group - Fri, 5/24 - May Virtual Lunch Break ○ Jax Developer Group - Wed, 5/29 - Strategies for seamless Data Integration
  • 48. Don’t Miss Any Posts Make sure to change your Post frequency to Every Post to ensure you don’t miss any posts, that may include upcoming event, new members, job postings and more! Join our Chatter Group Jacksonville, FL Admin Group Scan this QR Code to join the Jax Admin Chatter Group
  • 49. Share Your Learning and Fun! Post, Tweet, and Share with #TrailblazerCommunity #SalesforceOhana @JaxFL_SF_Ohana A few examples from previous Jacksonville Trailblazer Community Group Meetings
  • 51. Appendix Slides by the below categories Sales Slack Einstein AI Life Sciences Energy & Utilities Consumer Goods Analytics Nonprofit Manufacturing Service Platform - Trusted Services Net Zero Education Public Sector Marketing Platform - AI App Dev Customer Success Media Commerce Automotive Platform - Heroku Financial Services Health MuleSoft Revenue Data Cloud Communications
  • 53. Prospecting Center Automate discovery of your next best customer. Automated Contacts Eliminate manual data entry with automated contacts. Einstein Sales Coach Get reps pitch perfect with Einstein Sales Coach. Release Notes >> Watch Demos >> Sales Conversation Signals Know exactly how the competition is impacting your deals. Einstein Copilot: Sales Actions Enhancements Your AI assistant for Sales. Einstein Account Management: Lead Inspection Grow your revenue through new opportunities and stakeholders.
  • 54. Einstein Copilot: Field Service Actions Streamline everyday activities with a conversational and generative AI assistant in the flow of work. My Service Journey My Service Journey helps you easily build a pathway to Service business outcomes with capabilities and next steps. Generative Knowledge Answers in Bots Empower customers to self serve by surfacing auto-generated answers to their questions, grounded in trusted knowledge. Field Service: Proactive Asset Service Get ahead of downtime with real-time updates on asset performance powered by Data Cloud. Release Notes >> Watch Demos >> Service
  • 55. Cross-Object Merge Fields Increase personalization beyond your standard merge fields. Goal-Based Product Recommendations Boost conversions with AI-powered product recommendations. Einstein Copilot: Marketing Actions Save time by building campaigns with Einstein Generative AI. Waterfall Segmentation Prioritize campaigns with the right individual in the right segment. Release Notes >> Watch Demos >> Marketing
  • 56. Checkout Convert faster across any Salesforce app with a unified checkout for all your customer touch points. Self Implemented D2C Launch a direct-to-consumer storefront in no time with self-implemented direct-to-consumer commerce. Consumer Grade D2C Boost shopper satisfaction with stylized templates or custom pages that have faster page loads and component responses. Commerce Release Notes >> Watch Demos >> Commerce App Designed to complete any job in less clicks, the modern UI includes an easy to access left-navigation panel and the ability to easily make and preview changes in real-time. Data Cloud for Commerce Grow customer loyalty and achieve higher conversions.
  • 57. Intelligent Document Processing Effortlessly extract data from documents in any format with unparalleled accuracy powered by AI. Anypoint Partner Manager Enhancements Build a composable partner ecosystem and connect to a centralized OMS. Anypoint Flex Gateway Enhancements API Gateway to protect IBM Power Apps and help drive modernization. DataWeave Expression Builder Accelerate data transformation between systems and applications. Anypoint Monitoring Enhancements Trace requests as they move across your apps & export that data to 3rd party monitoring tools. Invocable Actions Enhancements Package code functionality into declarative, reusable building blocks. MuleSoft
  • 58. Slack Sales Elevate Elevate sales leaders with real-time CRM insights, trusted AI, and automation in the flow of work. Lists Track work where you are already collaborating with your team. Slack AI Empower everyone with trusted AI, right where you're already working. Release Notes >> Watch Demos >> Slack
  • 59. Privacy Center Enhancements Delete data from Salesforce that does not require frequent direct access and retain it in a Hyperforce-managed data store. Data Mask Enhancements Protect your sensitive Sandbox data faster with a new masking engine. Trusted Services for Government Cloud Secure your government data with Security Center and Privacy Center - now FedRAMP authorized Event Log Objects Beta & ELF Enhancements Analyze new low latency Event Log Object data at high scale & get 1 year of ELF retention. Release Notes >> Watch Demo >> Platform - Trusted Services
  • 60. Code Builder Enhancements Adding the Code Builder PSLs to the Dev Pro, Partial and Full Sandbox AddOns SKUs. Sandbox Enhancements: Scratch Org Snapshots Capture the current state of a scratch org and use it as a starting point to create other scratch orgs quickly. Salesforce Backup Enhancements Leverage Backup with more customization around backup schedule, record identification, and more ease in file restoration. Release Notes >> Watch Demo >> Platform - AI App Dev
  • 61. Large Dynos Expanded Memory and Compute with Heroku's New Larger Dynos. Code Builder Enhancements Adding the Code Builder PSLs to the Dev Pro, Partial and Full Sandbox Add-Ons SKUs. Release Notes >> Watch Demo >> Platform - Heroku
  • 62. Digital Wallet Monitor consumption easily in near real- time. Vector Database Unify structured & unstructured data into Data Cloud Vector Database to power automations, analytics, and AI. Zero Copy Integration with Amazon Redshift Securely share data between Data Cloud and Amazon Redshift with zero copy. Zero Copy Integration with Databricks Securely share data between Data Cloud and Databricks with zero copy. Release Notes >> Watch Demos >> Data Cloud
  • 63. Bring Your Own LLM Expansion BYO LLM expansion to connect instances of Google Gemini and AWS Bedrock models. Text inputs for Prompt Templates Pass text as an input into a prompt template. Search Retrievers Search for unstructured data to ground your generative AI results. Data Residency Enhancements Maintain data residency requirements outside of the US. Recommended Actions Surface standard actions as single-click options specific to the page context. Release Notes >> Watch Demos >> Einstein AI
  • 64. ESG Report Accuracy Assessment Assess and improve ESG report accuracy with Einstein. Template Designer for ESG Disclosures Simplify compliance reporting with Template Designer integrated in Microsoft 365. CSRD Report Builder Enhancements Accelerate ESRS reporting via enhanced Report Builder. Data Export and Automated Audit Trail Enhance ESG transparency and trust by offering access to raw data for calculations and history logs. Release Notes >> Watch Demos >> Net Zero Simplified Data Collection Flow Streamline data acquisition with a simple user interface.
  • 65. Success Plans for Tableau Get more value with a proven way to fast-track success with Success Plans, now available for Tableau. Signature Success Plan Enhancements Align, strategize, and partner together to achieve your goals. Customer Success Score Enhancements Measure your progress across product adoption, customer expertise, and technical health with the Customer Success Score. Signature Success Plan for Marketing Cloud Intelligence Access to our fastest support and proactive, personalized expertise to help you maximize ROI. Expert Coaching Digital Catalog Enhanced expert guidance to scale and grow with new and refreshed Expert Coaching Sessions. Customer Success Release Notes >>
  • 66. Connected Vehicle Power immersive vehicle experiences with the Einstein 1 Platform. Actionable Telematics Framework Monitor and act on telematics data in real-time. Remote Vehicle Actions Power real-time remote actions on your vehicle. Vehicle Status Monitoring Track the health or status of any vehicle. Vehicle Data Visualization Visualize a vehicle's connected features and services. Automotive Release Notes >>
  • 67. Billing Inquiry Manager Enhancements Leverage Einstein's predictive and generative AI capabilities and empower service agents to manage customer billing and payment-related processes without ever leaving the Salesforce Service Console. Enterprise Sales Management Enhancements Empower sales agents and customers-alike with self-service tools. Work Order Estimation Inform Customers with Contextual Work summaries, grounded with their unified profile. Release Notes >> Watch Demos >> Communications TM Forum API Enhancements Streamline complex product catalogue management.
  • 68. Direct Store Delivery Manage logistics, sales and marketing processes in DSD markets. MuleSoft Accelerator for Consumer Goods Enhancements Optimize promotional activities with integrated TPM pricing data. Consumer Goods Data Cloud for Consumer Goods Consolidate retailer and consumer data into a single account view. Release Notes >>
  • 69. Marketing Cloud Growth Edition Better engage with your stakeholders. Nonprofit Cloud Einstein 1 Sales and/or Service Edition The best of Salesforce with trusted AI & data. Nonprofit Cloud Fundraising Enhancements Deliver fundraising efficiency for staff. Nonprofit Cloud Programs Suite Enhancements Ensure better programs tracking. Nonprofit Cloud for Grantmaking Enhancements Create, launch and manage grant application forms with an intuitive user interface for grantseekers. Release Notes >> Watch Demos >> Nonprofit
  • 70. Education Data Importer for Common App Recruit and admit students faster with an easy way to import Common App first-year data into Education Cloud. Application Insights Drive applicant and admissions team success with clear insights into action items needed for completion. Intelligent Question Generator Boost staff productivity and better assess students’ needs with AI-generated intake questions. Mentorship Enhancements Empower high impact mentoring relationships established through filtering and selection to best match mentors and mentees. Release Notes >> Watch Demo >>
  • 71. Einstein Copilot: Financial Services Actions Resolve banking and insurance service inquiries faster with AI-powered service processes. Digital Lending Exceed customers’ expectations with a unified, modern lending platform. Transaction Dispute Management Enhancements Streamline transaction dispute resolutions with enhanced case details. Automation Platform Enhancements Uplevel automated workflows with Stage Management and Integration Orchestration. Policyholder Self-Service Portal Empower your policyholder to take control with modern self-service experience. Personalize Financial Engagement Enhancements Deliver financial wellness with actions derived from complete and unified data Release Notes >> Watch Demos >> Financial Services
  • 72. Integrated Care Management Enhancements Personalize Care Plans based on Industry Standard MCG Assessments. Provider Search Enhancements Gain 360-degree view of provider network with advanced search capability. Provider Network Management Enhancements Optimize the entire provider onboarding journey. Health Home Health Enhancements Simplify home visits with mobile patient app. Release Notes >>
  • 73. Benefits Verification Expedite access to treatments with enhanced benefits verification and management. Participant Enrollment Seamlessly screen and enroll participants for clinical trials. Life Sciences Watch Demos >>
  • 74. Work Order Estimation Maximize revenue by accurately estimating work order costs and enhancing visibility. Product Service Campaigns Efficiently manage service campaigns, saving time and resources. Warranty Supplier Recovery Streamline supplier claims, foster collaboration, and strengthen relationships. Manufacturing Release Notes >>
  • 75. Social Insurance Streamline social insurance claims processes. Change of Circumstance Guided Flow Enhancements Simplify eligibility renewals, updates, and reviews with automation. Outcome Management for Public Sector Enhancements Measure the impact of government programs. Interaction Notes Enhancements Capture and share caseworker notes with ease. Public Sector Release Notes >>
  • 76. Advertising Sales Management Enhancements Empower ad sellers to drive revenue growth and targeting with a comprehensive view of media plans. Release Notes >> Watch Demo >> Media
  • 77. Dynamic Revenue Orchestrator Dynamically decompose and orchestrate orders across the revenue lifecycle. Release Notes >> Watch Demos >> Revenue
  • 78. Data Cloud for Energy & Utilities Streamline access to charger data and leverage it across Salesforce applications to accelerate time-to-value. Dynamic Assessments Create dynamic questions and tasks to simplify data capture for inspections. Warranty Management Establish warranty eligibility rules, define service standards, capture claims, and adjudicate claims. E&U Cloud Trial Org Enhancements Get hands-on experience with Energy and Utilities Cloud in a full-featured trial experience. Energy & Utilities Release Notes >>
  • 79. Write to Data Cloud Accelerate your Data Cloud journey by writing any CRM Analytics datasets to Data Cloud objects. Native CRM Analytics Dashboard component for Lightening Web Runtime Experience Sites Integrate analytics with the whole new native LWC component. Virtual Private Connection for Snowflake on AWS Connect to Snowflake on AWS over a private connection. Post CRMA Dashboards to Slack Post CRMA Dashboards directly to Slack with one-click button. Embedded Collections Component New and improved embedded collections component for LWC pages. Streamlined Apps Setup Setup Revenue Insights & EAM Apps in same place. Analytics