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Salesforce Spring '24 release

Blockbuster innovations in the Salesforce Spring ’24 Release

SalesforceBusiness SolutionsIndependent professionals

The arrival of the Salesforce Spring ’24 release brings a wave of new features, rolled out from January 12 to February 9.

Alongside specific technical upgrades for developers and administrators, this release unveils innovative AI-driven products poised to reshape workflows within the Salesforce ecosystem for you, your company, and your clients. Let’s explore five standout highlights.

1. Copilot: your personal AI assistant covers all applications

In the Salesforce Spring ‘24 Release, Einstein Copilot embeds conversational AI across all Salesforce applications. This generative AI chatbot serves as a personal assistant within the CRM app, responding instinctively to user queries and automating tasks seamlessly. From gathering personalized data to providing informative answers based on specific client needs, Copilot empowers Salesforce professionals and users to make more informed decisions and enhance customer interactions at every touchpoint. Automate steps or tasks with out-of-the-box actions or create custom actions that call Flows, Apex, or MuleSoft APIs.

2. Streamlining sales actions in the Salesforce Spring ‘24 Release

Einstein Copilot also extends its capabilities to streamline sales actions, empowering sellers to boost productivity throughout the sales cycle. From researching customers and prospects to following up after meetings and keeping CRM data up-to-date, Copilot serves as a trusted ally, providing personalized assistance and automating repetitive tasks. With Einstein Copilot by their side, sales professionals can focus their efforts on building meaningful relationships and driving revenue growth.

3. Prompt Builder: empowering personalized content creation

Salesforce Prompt Builder puts the power of personalized content creation into the hands of users, without the need for code. This feature allows professionals to easily create, test, and refine prompt templates, generating tailored content such as emails, social media posts, and website pages. By leveraging dynamic CRM data, including merge fields and Flow, Prompt Builder enables you to deliver highly relevant and engaging content that resonates with your audience, driving customer engagement and loyalty.

4. Service Cloud Einstein: get the answers you need, fast

Service Cloud Einstein revolutionizes customer support with its Search Answers feature in the Salesforce Spring ‘24 release, powered by generative AI. This advanced functionality quickly answers agents’ and customers’ questions, directly within the Community Portal or Agent Console. By leveraging trusted Knowledge Articles, Search Answers ensures customers receive precise solutions to their queries, leading to improved satisfaction and retention rates.

5. Commerce Concierge: simplifying B2B purchases

Commerce Concierge transforms the B2B purchasing experience with its AI-powered conversational selling experiences. By leveraging plain language prompts, photos, and unstructured data, buyers can easily search for products and receive personalized responses across digital channels. This innovative feature in the Salesforce Spring ‘24 Release simplifies the purchasing process, making it more intuitive and efficient for both buyers and sellers, ultimately driving higher conversion rates and customer satisfaction.

In conclusion, the Salesforce Spring ’24 Release marks a significant leap forward in enhancing productivity, streamlining workflows, and delivering exceptional customer experiences within the Salesforce ecosystem. With these innovative features at their disposal, Salesforce professionals are poised to unlock new levels of efficiency and success in their roles, driving growth and value for their organizations and clients alike

Find out more about K2 University’s wide range of official Salesforce courses and get world-class training on the latest Salesforce features.

Simon Mortlock, Head of content

Simon Mortlock, a seasoned writer and editor, is an expert in producing content across diverse digital channels. Having joined K2 in 2023, he brings over a decade of specialized experience covering talent-related subjects.

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