Spring’24 release New Features: Empowering Teams with AI and CRM Innovations

Salesforce, a top-notch CRM platform, always seeks to bring fresh tools for teams. The 2024 Spring release puts forth new elements to improve productivity, make processes automatic, and boost client interaction. This article takes a look at the latest tools by Salesforce and explores their potential advantages for different business sectors.

1. Einstein Copilot and Prompt Builder

Salesforce’s Einstein Copilot is an AI-powered conversational assistant that can be integrated across all Salesforce applications. This innovative feature aims to boost team productivity by automating tasks and providing out-of-the-box actions. With Einstein Copilot, teams can create custom actions for Flows, Apex, or MuleSoft APIs, tailoring the AI assistant to their specific needs.

Another exciting addition is the Prompt Builder, a tool that allows users to create, test, and refine prompt templates without the need for coding. Prompt Builder leverages dynamic CRM data, including merge fields and Flow, to ground prompts and enable prompted workflows across the Salesforce platform. By invoking prompted workflows through Flow, Lightning Web Components, and Apex, teams can streamline their processes and improve efficiency.

2. Sales Cloud

In the Spring 2024 release, Salesforce introduces Einstein Copilot Sales Actions, empowering sellers to be more productive. This feature enables sellers to research customers and prospects, follow-up after meetings, and keep the CRM up-to-date. By leveraging AI, Sales Cloud users can automate repetitive tasks, allowing them to focus on building relationships and closing deals.

3. Service Cloud

Salesforce’s Service Cloud now includes Search Answers, a feature that uses generative AI to surface answers to customer questions directly in the Community Portal or Agent Console. By leveraging AI, Service Cloud users can provide quick and accurate responses to customer queries, improving customer satisfaction and reducing the need for manual research.

4. Marketing Cloud

The Spring 2024 release brings Content Creation for Account Engagement to Salesforce’s Marketing Cloud. This feature harnesses generative AI to create content for landing pages, emails, and subject lines. With Content Creation for Account Engagement, marketers can quickly and efficiently generate engaging content that resonates with their target audience.

5. Commerce Cloud

Salesforce’s Commerce Cloud introduces Order Management Enhancements powered by AI insights. This feature utilizes review data and return codes to gain insights into why products are returned. By understanding the reasons behind returns, businesses can identify areas for improvement and make data-driven decisions to enhance customer satisfaction and reduce returns.

6. Analytics

The Spring 2024 release introduces Analytics Collection Components, enabling users to embed specific collections directly into Lightning pages. This feature allows users to access the insights they need seamlessly within their workflow. By integrating analytics directly into Lightning pages, users can make data-driven decisions without switching between different platforms or interfaces.

7. MuleSoft

With the Spring 2024 release, MuleSoft introduces RPA Unified Flow, a feature that streamlines business-IT collaboration, reduces time-to-value, and maximizes efficiency. RPA Unified Flow brings together various features and enhancements to simplify the integration process and enable organizations to leverage the power of automation.

8. Slack

Salesforce’s Slack Canvas enhancements include a new canvas gallery that centralizes templates for quick and easy customization. Teams can access a variety of templates and customize them to suit their specific needs. With Slack Canvas, collaboration and productivity are enhanced, allowing teams to work more efficiently.

9. Platform

Code Builder is a feature that enables code editing from the web, enhanced with generative AI capabilities. This tool empowers developers to write code more efficiently and effectively, speeding up development processes and reducing the time required for manual coding tasks.

10. Data Cloud

The Spring 2024 release introduces Bring Your Own Lake (BYOL) solutions with Google BigQuery, enabling seamless data access and enrichment of unified customer profiles. This integration powers Google analytics and AI models, providing businesses with comprehensive insights into their customer data.

11. Revenue Cloud

Salesforce’s Revenue Cloud now includes Contracts AI, an AI-powered feature that speeds up deal cycles and improves compliance. With AI built into contract lifecycle management, businesses can automate contract-related processes, reduce manual errors, and ensure compliance with legal requirements.

12. Education Cloud

The Spring 2024 release introduces Mentorship Support to Salesforce’s Education Cloud, connecting students with mentors such as alumni, faculty, or peers. This feature enhances the learning experience by providing students with a comprehensive portal to connect with mentors and gain valuable guidance and support.

13. Nonprofit

Salesforce’s Nonprofit Cloud introduces Private Funding Opportunities, a feature that targets projects aligned with funding priorities. This feature ensures that only selected grantseekers can apply, streamlining the grant application process and increasing the efficiency of nonprofit organizations.

Additional Features by Industry

Salesforce’s Spring 2024 release also brings industry-specific features tailored to different sectors. Let’s explore some of the additional features by industry:

Automotive

  • Automotive Data Bundle: Connect and harmonize driver, vehicle, and retail data at scale.
  • Connected Vehicle Visualization: Visualize a vehicle’s connected features and services with a single click.
  • Actionable Telematics: Monitor and act on real-time telematics data.
  • Automotive Calculated Insights: Calculate actionable metrics like driver or vehicle lifetime value.
  • Automotive Loan and Lease Console: Streamline loan and lease data for drivers, households, and vehicles.

Communications

  • Billing Inquiry Manager: Boost productivity with multiple source summaries that provide service agents with next-best actions for billing inquiries.
  • Enterprise Sales Management Enhancements: Enable access to a similar set of functionality whether using Classic Journey or Guided Journey, such as adding products, visualizing product details, and eligibility rules.
  • TMF API Enhancements: Perform address validation and serviceability checks for uploaded locations.

Retail and Consumer Goods

  • Promotion Transfer: Increase productivity with automated promotion transfers from Trade Promotion Management to Retail Execution.
  • Flexible Time Planning Dimensions: Maximize account ROI with flexible planning that aligns with customer promotions and account plans.
  • UI and Business Logic Extensibility: Increase efficiency for order and pricing implementations.

Energy & Utilities

  • Clean Energy Program Management: Drive adoption and track impact for clean energy programs on a connected relationship management platform for multiple stakeholders.
  • Net Zero Goals: Meet shared net zero goals together.

Financial Services

  • Personalized Financial Engagement: Deliver financial wellness with real-time data and intelligence.
  • Automation Templates Enhancements: Get a head start with prebuilt service process templates.
  • Transaction Dispute Management Enhancements: Elevate the customer experience with AI-powered streamlined dispute resolution processes.
  • Actionable Segmentation Enhancements: Build more advanced lists and engage with customers in new ways.

Healthcare and Life Sciences

  • Assessment Generation: Leverage generative AI to quickly set up assessments needed for patient visits.
  • Home Health Enhancements: Deliver connected health in the home with features like slot broadcasting, intelligent medication management, and a self-service patient portal.
  • Provider Relationship and Network Management Enhancements: Streamline care requests from a single system.
  • Advanced Therapy Management Enhancements: Maintain FDA compliance with digital custody trails using e-signatures.
  • Interoperability Enhancements: Accelerate healthcare interoperability with clicks, not code.

Manufacturing

  • Sales Agreement Enhancements: Simplify complex tasks and views with dynamic filtered products, merged columns, and inline editing.

Media

  • Linear TV Media Planning Enhancements: Improve spot calendar-based media planning by leveraging demo codes, impressions, and rating points.
  • Advertising Sales Management Enhancements: Streamline ad sales processes with spot calendar distribution and simplified workflows featuring intuitive navigation.
  • MuleSoft Direct for Media Cloud Integration Apps: Simplify media ecosystem integrations with out-of-the-box integration apps.

Net Zero

  • ESG Disclosure Authoring: Access and use internal information to write and answer specific questions required for multiple reporting standards.
  • Disclosure and Compliance Hub Plugin for Microsoft Word: Support multiple authoring formats using MS Word Office 365 for multiuser collaboration, easy navigation, and rich text support.
  • Marginal Abatement Cost Visualizations: Gain insights into required investments for various programs and forecast future emissions based on the cost to offset carbon.
  • Sustainability Program Visualizations: Visualize multiple ESG projects to gain a deeper understanding of specific metrics.
  • Improved Emissions Factors Management: Manage emissions factors seamlessly with improved integration between Net Zero Marketplace and Net Zero Cloud.

Public Sector

  • Change of Circumstance Guided Flow: Simplify the process for constituents to report a change in circumstance and for caseworkers to recheck eligibility and adjust disbursement amounts.
  • Grantseeker Collaboration: Collaborate and speed up application completion by securely sharing applications and controlling access.
  • Caseworker Productivity Dashboard: Identify trends, boost efficiency, and visualize caseworker impact with out-of-the-box analytics.

Getting to Know the Latest Release

To fully understand and make the most of the Spring 2024 release, Salesforce provides various resources and trails for users.

Technical Implementation with Release Notes

The release notes provide detailed information about each new feature and enhancement introduced in the Spring 2024 release. By diving into the release notes, users can gain insights into the technical implementation of these features and understand how they can be leveraged to drive business success.

Release Highlights Trail

Salesforce offers a Release Highlights Trail that allows users to skill up in each new product category. This trail provides step-by-step guidance, tutorials, and exercises to help users master the latest features and get the most out of the Spring 2024 release.

Making the Most of Each Release

Salesforce encourages users to continuously stay updated and make the most of each release. By exploring the resources available, attending webinars, and participating in the Trailblazer community, users can stay informed about the latest innovations and best practices.

Conclusion

The Spring 2024 release of Salesforce brings a range of new features and enhancements across various clouds and industries. From AI-powered assistants to streamlined workflows, these innovations empower teams to work smarter and more efficiently. By leveraging the power of Salesforce’s new features, businesses can enhance customer engagement, automate processes, and drive growth in their respective industries.

References

Salesforce Spring 2024 Release
Salesforce Spring 2024 Release Notes