Let's get ready to dive deep
into the cutting edge updates
Cloud in the Summer 25 release.
directly from our product experts
the future of sales development.
because this release is loaded
we'll be taking your questions
directly to the product teams
their answers on Salesforce Plus.
So check out the description
because we've got the link
form as well as the schedule
is the pipeline management
that is designed to elevate
the productivity of sellers
by shouldering the burden
of arduous deal management tasks.
and notes linked to opportunities
recommendations for sellers.
Conner Crane, Senior Product
Manager, is here with a demo
to show us how this works,
and I'm so excited to talk
through our latest Agentforce
and increase leadership visibility
the ability to automatically review
sales conversation sources
Let's show you how this works in
a new Agent activity column,
is working across my business.
We can see where Agentforce
has suggestions for key updates
like stage or next steps.
We can see where Agentforce
keeping me in to the loop
for changes that it's making,
and if I want to double click
into a specific opportunity,
I can open the new Agentforce
suggestions made by the agent,
that the agent or others on
I have a great level of depth
is making these suggestions,
which is really important
as well as actually editing.
accepting these suggestions.
we'll see that Agentforce
actually provides the rationale
including the data sources
if it's not relevant or quickly
will now update my pipeline,
and we'll see that I can get on
really powerful unlock as a seller.
This typically takes hours
to make sure that these background
this is actually configured
from an admin perspective.
under Agentforce for sales.
And the first step to enable
this skill is to first enable
supporting features across
or things like you just saw
and accuracy of suggestions.
enabled in your organization.
all you have to do is click
this toggle in the top right
Once you've activated your agent,
now need to go through a step
by step configuration process
to first set the criteria
and update a scheduled flow
a series of opportunities
you'd actually like the agent
how you'd like the agents to act,
whether it's suggesting actions
and updates for your sellers,
or making them automatically
We operate in a suggestive mode,
but can make this autonomous if you
Finally, if you'd like stage
recommendations for your agent
to continue the agent build
That's just a quick overview
for Agentforce for sales.
We're so excited for you to dive in
such as Next Step and Stage,
I want to talk about helping
are some amazing enhancements
can now automate outreach
to contacts and person accounts
contacts or person accounts
as the initial customer record,
your SDR agent can nurture
those relationships as well.
You can also use your SDR agent
Victor Liu, VP of Product
a demo, so let's take a look.
Thank you so much, Carolyn.
VP of Product and Sales Cloud,
through our latest developments
This is our central discovery
for all things Salesforce.
the setup and reduce the friction
by taking dozens of clicks
and making it into a few steps.
All within a single page.
the sales engagement permissions
set licenses from Agentforce
so that customers without full
build and engage with the agent.
will directly address some
First, we now support both
contact and person accounts.
can now proactively engage
across the funnel and support
engagement automation use cases
across win backs, onboarding,
Second, we've added multilingual
We now officially support
I'd also like to share that
we've dramatically improved
the testing and preview experience.
Previously, testing involved
and time consuming process
Now, our users can easily test
within the conversational preview
into that agent's interaction.
We also introduced batch testing
within the Agentforce Testing Center.
This will allow agent managers
to effortlessly test multiple
and build trust before launching.
Finally, to empower our users
with greater control and insight,
through our comprehensive
view our Asian activities across
to quickly identify and address
all the various touch points
that we are scaling with agents.
This release for Agentforce for
sales development represents
a significant leap forward in US
simplifying our configuration
experience expanded across
trust in our agents responses
Handing it back to you. Carolyn.
keep growing with SDR agent
as the ultimate consumer.
recommendation based on my usage.
We might be on to something here.
Up next, the sale signals
in your sales conversations,
you can dive deeper into insights
challenges, and pricing concerns.
and automatic categorization.
you stay ahead of the game.
It adapts your sales strategy
stay strong, even in changing
Dustin Parker Product Management
Director, is here to show you
what's new, so let's take a look.
is our existing sales signals page,
where I can typically go to see key
that are being brought up
about my products and competitors.
But now when I go to choose
new options to select from.
in your individual calls,
new insights such as challenges,
or timing, and also pricing.
So now you can fully track
across these different signals.
since we have greatly changing
are coming up around budget
see what topics are coming up.
an individual conversation
because it listens to everything.
It helps categorize and organize
so that you can understand quickly
what trends are occurring now.
Because we also link these calls
You can see how this topic occurs
across different accounts,
as well as the customer sentiment.
consistently budget constraints
and affordability issues.
Now that sounds like a red flag
and I'd love to understand more.
straight into the details
because signals is going to help
that are coming up around this
So I can see that customers
can't afford the current offering.
there's recent budget cuts,
which is never a good sign,
integration and product costs.
So this is definitely something
and even a featured mention
from a customer verbatim.
Now, if I want to dive in
and see the individual details
all of the individual signals
I could even click on the call
So now with sales signals,
I'm able to quickly understand
are coming up in my conversations
across new supported insights
so I can quickly change and adapt
This one's a game changer
Cutting through the noise
Your partners to be exact.
You can elevate your partner
interface is built on the Aura
framework, and allows partner
experience builders to create
sleek and intuitive portals.
Pawan Kumar Adda, Product Management
from the Sales Cloud product team
the new Partner central 2.0
Salesforce design principles.
information architecture,
an out of the box experience,
showcasing the recent innovations
delivering in the PRM space.
Now, let's begin with a demo.
You can find the new Partner
under the Digital Experience app,
where you could go to create,
manage and publish sites.
old partner centric template,
looks visibly fresh and moderate.
Now, to save us some time,
I've already deployed a site
The homepage, as you can see,
Every element is thoroughly spaced
clarity and draws appropriate
attention to each component.
each element on this page
For example, quick links.
These links could be changed
according to your requirements
or could be used out of the box.
through some of the other elements
actually get started very quickly.
Here you will see sections
that you have self enrolled into,
assigned by the channel manager.
I have all the programs that I need
Similarly, we also have a section
all the programs that are available
self enroll and get enabled.
That is the selling part of it
here as part of Partner Central
that all the latest innovations
around the leads, opportunities
in the template out of the box.
the new intelligence view
already enabled for the leads view.
all the leads in a list format
which is clean and easy to work on.
if they like to look at all
also sometimes called as deals
they should be able to leverage
which is now also available
Partners can also benefit
Einstein scoring intelligence,
for them to take a decision
on which deals to work on.
like to visualize their pipeline
They could always use the
of the pipeline pipe inspector.
Now, last but not the least.
by covering the whole user journey
with a clean, modern and rich look.
more and more comprehensive
and we'll be adding more features
template, looks more fuller
with revenue, cloud and more.
and usability for our partners.
So updated sales enablement
and analytics pages. I'll take it.
And I'm sure they will too.
So next up is more productivity
with Einstein activity Capture
emails as Salesforce records,
your team gains powerful new ways
and act on every customer
Einstein activity captured
automatically syncs emails
from your connected account,
platform tools on this data.
Salesforce activity changes this.
unlocking multiple benefits.
You continue seeing emails logged
directly on your account page,
and also in the opportunities page.
Emails are now usable in standard
Salesforce reports and dashboards.
You can aggregate on this data.
or aggregate on interactions.
flexibility on data privacy.
You can now configure easy
to sync header on the emails.
This specifically excludes
from being stored in Salesforce.
to track interaction frequency
and also protect sensitive content.
existing activity sharing rules.
You can match email to CRM records.
You can customize activities
much email to records flow.
link emails to existing contacts,
Salesforce automation like flows.
For example, you can triage email
as urgent based on the subject.
The default matching is improved
matching or missing match.
Regarding data management,
you control data retention.
emails consume core data storage
reporting tools like activity 360
and the Activities Analytics
are scheduled for retirement
You can take your activity data
your standard APIs to do so.
setting for any customer,
email sync for the first time.
the migration tool will be launched
your historical email data
Okay, that was incredible
because imagine, as a sales
and as an organization, ensuring
all that activity is captured,
of a few of the top features
in summer 25 for Sales Cloud.
to check out the release notes
Make sure you fill out the Q&A
form to get your questions
answered by the product team.
You can tune back in to Salesforce
Pacific to hear from this amazing
So thank you for joining us
and we will see you in winter.
