Welcome to Release Readiness Live.
I'm Gillian Bruce, Director of Developer
Marketing at Slack, and I am so honored
to bring Release Readiness Live to you,
because this is where we get to get nerdy
and cover all the new product innovations
coming your way in the next release.
You take and you type and boom,
you have a response.
Well, welcome to the hotseat.
Thank you.
Thank you. I definitely feel hot.
Well, you're in the hot seat
because this is the chance now
to get a bunch of questions answered.
I'm sure people have questions.
I think I always go to the customers.
I always learn from the customers.
I know that they know it better than I do.
So I think that's something
that I have learned
over the course of these eighteen years
with the products.
I'm so excited for these updates.
I'm afraid I might flow up.
So without further ado, let's get started.
So I'm going to put on my flow goggles
because we are going to go at a breakneck
speed.
I'm going to start off with a bang.
This is our biggest new feature
in the summer release.
We are now infusing Einstein into flow.
So if I go to the demo here,
you'll see we have a new option
when I'm creating a flow
that says Let Einstein help me build
and what it's going to do, it's
going to give me some different ideas
of prompts that I can do,
or I can just go ahead and create my own.
But I think it's great
to start with some of these prompts
because we've vetted them.
They're really helpful in trying
to figure out exactly how to phrase
the right prompt for creating a flow, but
I'm going to go ahead and put in my own.
I'm going to create a screenflow that
collects my new opportunity information.
I put in some extra details
and then creates the opportunity record.
So let's go ahead and launch
that and look at that we have created.
We have my new opportunity screen
which I can take a look at.
It's got all the different fields
that I specified.
And we have the record created
with all of those fields.
Now I'd like to dive in here
and share with you a little bit
about Prospecting Center,
which is an exciting application
that brings together the unified data
across sales and marketing.
So I can start from the cellar home
and dig in to see the list of prospects
that are pulled in for me,
these prospects
are sorted based on an account score,
as well as a calculated fit
score and engagement score.
And I've got segments here
that have been pulled in from data cloud
that select the prospects
that I want to follow up with
for this particular account.
But before I dive in
and do any prospecting,
I wanted to show you the admin
a little bit of how easy it is to set up
So as I mentioned, prospecting center
requires data cloud.
And we've made it really easy
to connect this all together
and spin up a data
cloud based application in Sales Cloud.
So a couple of things that I'll call out
here as we help you select
the unified profile that pulls together
the prospect and account
information, the unified individual
unified account namely,
and then also the accounts scoring
and who has access to prospecting center.
So all of this is pulled
into a single setup page.
That's easy
for you to access, set up and configure.
Hello, spiff, I can't help
but notice that you all match.
Do you have an update for everyone
about these amazing shirts
and how might other fanatics get them?
Yes, we are wearing almost
all the same shirt I got all the way from
to celebrate that, there is a fanatic
shirt on the trailblazers store.
Unfortunately not on the impact in EMEA.
One forward looking statement.
So how many of you are excited about Jen
I on reports
I am I truly am excited about this.
So let's go to a data cloud report.
Let me add some fields to this
So now that I have some fields
here, let me add a grouping.
And let
me try to now add a row level formula.
You will see that if you are on a data
cloud report and you try to add
a row level formula,
you see Einstein show up right here.
So let me ask you the question.
How many accounts have a parent account.
Now you see that it is returned back.
And I can actually insert this formula.
And it says has parent account
and it has a good description of it.
Then let me just validate
this and click on apply.
And boom
you see the formula right here is in that.
And I'm sorry
that formula generation. Yes.
I wish that was around when I was first
learning how to build reports.
Yes, that is a game changer 100%.
And it's just the beginning,
so I'm pretty excited about it.
Okay, well, just a beginning.
I'm looking forward to what's next.
That's amazing.
I have a simple class to show it to you.
It's called reservation Controller.
So I'm using this class to pull
all the reservations that are there
in the data cloud for a particular contact
in, in Salesforce.
so I can just run the query.
You can see that, you know, I'm able
to now just use circle directly on these
DM objects directly, just like how we are
used to on the platform.
so here I'm actually looking for a table
called
Unified Link T individual cci ID table.
So you know, all of you
working on data Cloud, you know that
this is the table that you sort of unify
all all your records.
So now I'm able to query that table
just like as its normal platform queries.
and then you can see that I am able to
now easily pull the reservations.
I can set rules and guidelines
for copilot.
So it's always answering the questions
in the way I want it.
So for this case
I really want to make sure that
copilot is tailoring responses
based on specific user queries
or their account details
that they provided them,
and then to never give troubleshooting,
steps.
I only wanted to answer questions.
So let's go ahead and take it for a spin.
I put in a question about how to activate
dining rewards towards a reservation,
which is a pretty common question
I could expect for,
restaurant reservation software.
So what copilot is doing right now
is kind of understanding the intent
of the question and going and finding
what's the right topic
to answer this question
and what I see that it said, okay,
this question is related to a pretty
frequently asked question.
Here are the instructions
that I already got.
And here's the action that is assigned
that can answer this question directly.
So in this case it's answering questions
with knowledge.
And the L1 went through executed that
and gave me this really robust response
about how I can locate my dining points
and activate them
and apply them to my,
next restaurant reservation.
I mean, anyone could do it.
I wish it would do things like teach
my toddler to eat whatever they want.
Then you figure that out, you let me know
because I have the same problem.
Let's say that I am a business leader
at a company, and I'm looking
to improve the productivity
of my service agents.
First, we will launch my service journey
and I'll open up the page,
which is available to all customers
regardless of
if you have the service
called license or not.
the left hand side, you can see that
we have,
bucketed
or categorized these capabilities
into different service areas
so that you can focus on the service area
that you owned
or that you care most about.
So let's select the Agent Console
service area,
since that's what we are focused on.
And we can select improved
productivity as our business goal filter.
So we've also received a lot of feedback
from customers that our capabilities
typically fall under one of four major
business goals increase
self-service, improve productivity, grow
the business, and capture better data.
So you can use these business
skill filters to really hone
in on the capabilities that,
drive the most impact
against those business goals.
So if you're ready to see
how my service journey can help your team
thrive, please check it out
in sandbox and Production Instances.
If you missed any portion of our six
live shows
this week, you can go back and watch them
on demand on Salesforce Plus.
Again, we covered sales, we covered
CRM analytics, we covered developers,
we covered admins, we covered service.
How do I forget flow?
One of the most fun ones.
Anyway,
thank you all so much for tuning in.
It's been my honor
to bring you Release Readiness Live,
and I'll catch you next time in the cloud.
