Salesforce new facilities in 2023 and what it promises for 2024.

Salesforce provides its customers with new product releases, services, or improvements three times a year. These releases are the outcome of substantial investments in research and development over several years, aimed at assisting customers in achieving cost savings, improving efficiency, and fostering trust.

Looking at the new improvements planned for Salesforce, Marc Benioff, Chair and CEO of Salesforce, declared: “At the same time, we are leading the next major revolution in CRM — infusing trusted, secure generative AI across our entire product portfolio. Salesforce’s generative AI ecosystem wields Einstein GPT, Slack GPT, and Tableau GPT, delivering trusted power across our product portfolio.

Source: https://www.salesforce.com/news/press-releases/2023/05/31/fy24-q1-earnings/

Salesforce has made several updates and improvements to its platform in 2023:

In the Spring '23 release, which became generally available on February 13, 2023, Salesforce introduced hundreds of new features, including enhancements to its Sales Cloud, Service Cloud, and Marketing Cloud products.
- Account Discovery – help identify accounts at risk and with upside.
- WhatsApp Business Messaging: Direct Integration for building new messaging experiences on WhatsApp.
- Salesforce Contact Center: Insights & Scheduling` – onboard agents quickly and schedule the right agents on the right channels at the right time.
- Quick Promotion Setup – Loyalty Management programs have predefined eligibility, reward, and rule criteria easily configurated with a few clicks.
- Automotive Cloud Intelligence – prebuilt KPI and embedded dashboards.
- Service Process Automation – easy-to-deploy automated processes for common service requests.
Salesforce also updated its Flow product in the Summer '23 release, which brought new functionality, tools, and improvements to the platform, which generally will become available on June 12, 2023:
- Sales Planning – an end-to-end solution that transforms planning from clunky to intuitive.
- Service Catalog - unlock the power of automation with pre-built catalog items.
- Account engagement
- TikTok Integration for Commerce Enhancements
- Join Data User Interface – connect multiple Data Cloud Data Model objects.
- Slack Canvas – include content in a single Slack view.

While there is no specific information on new facilities for the Salesforce platform in 2024, these updates and enhancements demonstrate the company's ongoing commitment to enhancing its products and providing value to its customers.

What are the new features in Salesforce?

The company has also been working on other products, such as Salesforce Einstein Discovery, released in 2017. As a result of this investment, the platform can now use artificial intelligence (AI) to help users make better decisions.

Source: https://www.salesforce.com/news/stories/product-release-news-spring-2023/#

New object types for apps, flows, and templates: Apps, flows, and templates can now be created with any object type. This means using standard objects like Accounts, Contacts, or Leads and custom objects created through the developer console.

The following is a list of the new features and updates included in the Salesforce '23 release:

Enhanced Flow Builder Interface

The updated interface will include a series of changes that make it easier for users to create custom flows, including new icons that provide more apparent visual cues and improved user experience. This update also includes an enhanced visual editor with expanded capabilities, such as support for drag-and-drop actions and conditional logic.
Personalized Campaigns

A new “Personalized Campaigns” feature will allow users to send personalized campaigns based on the recipient's behavior, demographic information, and interests. This feature can be used for email marketing, push notifications, or SMS updates. The new feature will allow users to segment their audience based on a number of factors, such as behavioral patterns and location. A user can then send out a campaign to one or several segments with the goal of increasing engagement rates.
Push Notification Campaigns

Push notification campaigns will allow users to create and send push notifications to their users directly from the Power BI interface. Power BI has also added new data connections, including Microsoft Azure SQL Database, SQL Server, and Google BigQuery.
Data Connections

Users can now connect to data from multiple sources at the same time. Users can also view data from different sources in one report or dashboard. This feature is useful for users who work with large datasets and need to combine them into a single report or dashboard. Data Analysis Tools Power BI has also introduced new data analysis tools such as forecasting, clustering, and forecasting with machine learning.
New Mobile App

The new mobile app will allow users to create and manage campaigns without logging in on their computers. It will also include a “What's New” section highlighting the platform's latest features and capabilities.

Source: https://www.salesforce.com/solutions/mobile/overview/

As mentioned above, in this year’s release, Salesforce updated its Flow product with new features and tools. These updates are designed to make it easier for users to automate tasks using the platform while providing a more streamlined user experience. Some of these new features include:

A revamped designer tool that allows users to create flows visually rather than having to do so manually.
A new Task Flows feature allows users to create tasks automatically assigned to other users when a trigger is activated.
An integration with Salesforce Einstein lets users take advantage of advanced AI features like natural language processing and machine learning.
A new "Flow Builder" tool that can be used to build flows without any coding at all.
A new integration with Microsoft Office 365 and Google GSuite applications such as Docs, Sheets, and Slides.
A new integration with Jira that allows users to create Jira issues directly from their Flow workflows.
A new "Recipes" feature allows users to create templates for everyday tasks.
The ability to create flows using any standard web editor, including Microsoft Word and Google Docs, and then publish them as standalone applications.
Support for the integration of third-party applications with Flow.
A new API that allows developers to build add-ons for Flow.
New ways for users to create and manage flows.
A new wizard-like feature that will walk you through creating flows.
A new “Add a Step” tool allows users to create custom actions without writing code. This update will also provide a better experience for non-developers, with simplified tools that allow them to create flows without needing any coding knowledge.

Look forward to new facilities releases and updates as Salesforce invests more in platform improvements, as there is a 30% digital commerce increase forecasted for 2024.

OPTI delivers solutions and integrations based on Salesforce. Please contact us here.

Book a meeting!