Salesforce Release Winter 2024

AI would not exist without the power of your data. However, it was revealed that for some companies, approximately 71% of the applications are not connected and the data is therefore not usable in a linked way. However, Salesforce can bring these applications together so you can use it in your AI.

• That is why there is the Salesforce Einstein 1 Data Cloud. It allows companies to connect all of their data to gain a consistent picture of their customers, as well as incorporate AI, automation, and analytics into every customer experience.

• Einstein 1 is the foundation for the next generation of all Salesforce CRM applications and now includes Einstein Copilot - A dialog-based AI assistant that securely and reliably uses business and customer data.

As with many new technologies, there seems to be a so-called trust gap. It turns out that 52% of customers don't believe that AI is safe – and that's because it handles sensitive data. That's why Salesforce is committed to protecting customer data. How? With the help of the "Einstein Trust Layer". A secure AI architecture natively integrated with the Salesforce platform. Einstein Trust Layer meets the highest security standards. So your teams can benefit from generative AI and your customer data remains protected.

Slack is the productivity platform that transforms people, their everyday communications, and the way they work. Now increase sales productivity with Slack Sales Elevate, an offer specially developed for sales teams.

• Now everyone can automate, whether with the simple "No-Code Workflow Builder" or through apps in Slack.

• Use native AI functions to increase productivity.

• Help teams track their collaborative work, with Slack lists.

Productivity is about enabling everyone to do their best work. Slack makes this possible by connecting teams, customers, partners, apps, data and systems in one intelligent productivity platform.

• Barcode scanning: Use the app to scan barcodes instead of entering numbers manually. Ideal for managing inventory, for example.

• Easier linkingDeep linking makes it easier to share data between different parts of the app or from other apps. This saves time and reduces errors.

• Customizable menu bar: Customize the menu bar of your app according to your needs. Previously this was not possible.

• Automatic time stamps: Keep track of your employees' exact arrival and departure at the job site. These timestamps also work offline and are more accurate than manual entries.

• Multitasking on Android tablets: Work more conveniently by displaying two apps on the screen at the same time. No need to switch between apps.

With these functions, the use of Field Service Mobile more efficient and user-friendly.

You now have the ability to customize and adapt your service documents to your business. The new documents offer previews, signature functions, image integration and PDF creation. With the document generator, you simply drag building blocks into a template to design matching documents. You can also develop your own elements to get exactly what you need. In addition, special data fields can be integrated to include all important information from other data sets.

Where: This change applies to Lightning Experience, Salesforce Classic, and all Enterprise, Unlimited, and Developer Edition versions of the mobile app.

Like: Under Setup, in the Quick Search box, type Field Service Settings, and then select the check box Activate document generator. You will receive a notification that your company is registered. After registration, you can start creating service document templates. Only Salesforce administrators with access to the Setup menu can access the generator interface and create service document templates.

The extended Planning and optimization helps you address business priorities by controlling service resource workloads using work capacity limits. Multi-day work tasks are now supported by advanced scheduling and optimization. You can also combine service appointments at the same location when scheduling.

If you used Salesforce prior to Summer '23, you can move to advanced scheduling and optimization with a simple flow. Enhancements to the workforce management tool provide search and filter capabilities to help you find the service resources and skills you need for your workforce.

Gantt enhancements to the dispatcher console improve usability and dispatcher productivity.

Set maintenance rules based on how things are used. For example, you can schedule maintenance on a car based on how many miles it has driven or how many hours a machine has run since it was last checked.

Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer Editions.