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Welcome to Release Readiness Live.
It is important to watch Release
Readiness live
so that you get a snippet
of the coming attractions
of the functionality.
That's coming from Salesforce.
We really focus on the features
that are going to be most useful
and impactful with release readiness.
Why have you got the great opportunity
to actually hear it
from the mouths of the people
who spend a lot of time
thinking about what exactly
you all are
Salesforce developers and admins,
or actually wanting to see
your feedback is so important.
I think that's
one of the most amazing things
actually about the Salesforce
ecosystem, is how involved
trailblazers are with evolution
of our products.
Is really about to start.
Let's get started.
Gillian Bruce here,
your former host of Release
Readiness Live.
You know what?
It's time to pass the baton.
I mean, actually, the tour.
I am passing the microphone
to the one and only Carolyn Bathauer.
Who is going to be
your phenomenal future
host of Release Readiness Live.
Gillian,
thank you so much for the opportunity
and for the responsibility.
I know the community loves you.
So I have a really,
really big shoes to fill.
I really appreciate it
and I'm so excited to get more embedded
and more ingrained in this community.
So make sure you tune in
to the next episodes
of Release
Readiness Live right here
on Salesforce.
Plus, we will be with you October 9th,
10th, and 11th
and I can't wait to see you there.
Live.
Welcome to Release Readiness Live.
I'm Carolyn Bathauer senior
customer and product evangelist.
It is an honor
to be your new host of RL.
We have three days of content
coming your way.
And to kick things off,
I am here
with the amazing team from Sales Cloud.
These experts are here to bring you
exciting new product innovations
that are coming your way in the Winter
25 release.
We are excited to chat
with you all about Agentforce.
So we're going to talk about
how assisted and autonomous agents
help sales reps to be more effective
and more productive,
and how out of the box agents
such as Agentforce
SR and Agentforce sales coach help.
Let's get started quickly.
But before we get into it,
I need to remind you
to only make purchasing decisions
on existing features and functionality.
So with that covered,
I also want to thank you
for joining us on Sales Force Plus
and for all of your valuable feedback.
It really does help
our technology teams
build solutions
centered around your experience
and we have a great lineup.
So day
one, the latest innovations
from Sales Cloud and Salesforce Flow.
Day two
we covered Developer Preview
Plus Service
Cloud and a bonus
episode featuring Health Cloud.
And on day
three, we'll
wrap up with CRM analytics
and our admin preview.
All of our episodes
will be available
on demand on Salesforce
Plus, and over the next hour,
you'll see live demos
highlighting the top earning
sales features.
We're talking AI innovations
and account
plan, sales
Cloud Go and Partner Connect
just to name a few.
So as you watch, please join the chat
on Salesforce
Plus and drop your questions
in the Q&A tab.
I've got my iPad here ready
and we'll have the product experts
standing by,
and we'll take some of
those questions live.
If you do still have questions
after the show,
please post them in
the trailblazer community
hashtag Salesforce URL.
So let's get started.
So first up, Connor Crane,
senior Product Manager.
He's here to show
how you can enhance
productivity with Agentforce
and give your sales teams
incredible insights
in the prospecting center that combines
AI, data and CRM.
So Connor
let's give the people what they want.
Awesome. Thanks, Carolyn.
Appreciate that warm intro.
Excited to kick us off
with all of the innovation
that we've been driving
for seller experiences,
including Agentforce for sales,
starting with our Agentforce
SDR agent.
Let's ignite your pipeline
with an agent that continuously
and autonomously works
your leads 24 over seven.
Built with your business context
and grounded in your enterprise data.
This agent can take action
on your behalf,
including
sending personalized outreach,
answering product questions,
or even booking meetings
for your teams.
But what's really important
is that this agent comes in
with built in guardrails
that you can control
how it actually engages
externally, including
when and how it reaches out
and when it actually will need
to loop
in a member of your team for
a warm handoff to the lead
moving forward.
What if you
could give every rep
a dedicated coach
to make them their best?
Or say hello to sales coach, agent,
and agent that's equipped
for a variety of role play scenarios,
including practice pitches,
handling objections
as well as preparing
for negotiating negotiations.
And what's really great
is that sellers
get consistent and objective feedback,
all grounded in CRM data and actionable
about how
they can drive their deals forward.
Beyond agents were also in the process
of rolling out Prospecting Center
Sales Cloud's
first data app,
which harmonizes first
and third party data to help
you find your next best prospect
in sales and marketing.
Teams can harmonize their data
and data cloud
to build segments or promotions,
which then allows reps
to prioritize
their outreach and add prospects
directly to cadences
from within Prospecting center.
Next, we've updated our
Gmail integration
with the new Chrome side panel.
This experience is easy to launch
and has just a few step
onboarding process,
and comes
with Agentforce built
in bringing the power of AI
where you work.
And last
but not least,
we've revamped the Sales
Cloud Cloud mobile app.
This experience is faster than ever
and built with sellers in mind.
Whether it's accessing
CRM data, preparing for upcoming
meetings, sending emails,
or making calls.
This app
truly enables productivity on the go.
So with that, I'm
going to switch over to our demo
and run through as a starting place.
The setup
for how we can get started
with creating an agent.
Starting with our SDR.
I'm first going to give the agent
all of the permissions that it needs.
Next, I'll create
the user record and assign the manager
for the agent
as well as select the avatar.
This is always a fun
part of the process that I enjoy.
Next is a really critical
part of the setup flow.
I'm going to define the guardrails
for which this agent will engage,
including the language
that it will use, its tone,
the number of attempts
and when it will reach out,
as well as the topics
that it has at its disposal.
For now,
I'm going to use the system defaults
and move to the next step.
To complete the setup process.
Similar to any other member
I'm onboarding to my team.
I need to give our agent context
to be able to complete its role.
So to do this, I'm
going to quickly
add files from our internal repository.
And upload
now using the Power of Data
Cloud's vector database.
Our agent using the power of Rag,
will be able
to access all of this
unstructured information
quickly and accurately
as it's engaging externally.
So diving into a quick workflow
for an agent,
you'll see the agent workflow
here on the left
as well as how it's engaging live.
Here on the right,
our agent
automatically reaches out
to our prospect Simon,
with a personalized email based on.
It's based on his e-book download.
A really nice touch
is that the agent
also identifies itself as an agent,
which builds trust
with the prospect immediately.
Now our prospect responds
with a totally unscripted
question about pricing.
And if you recall,
in the setup process,
I gave our agent both the power
to answer this question
as well as the context
that it needs to answer it.
So our agent responds
with basic pricing information and ask
or ask the prospect
if he would like to continue
to meet with a rep,
the prospect confirms.
And our agent
then goes through the meeting
scheduling workflow.
It shares Heather's
times and goes
ahead and books
the meeting with the prospect.
But the workflow doesn't stop there.
Our agent
then takes the next
step of making a warm
handoff with our rep, Heather,
making sure that she has
all of the context
from these conversations
so that she's set up for success.
When she first talks
with Simon, our prospect.
But Agentforce for sales isn't
just about nurturing pipeline.
It's also about elevating
all of our reps
to make them their best.
And that's where sales coach comes in.
Jumping in to Salesforce.
We landed an opportunity
that's in the negotiation phase.
This is just the type of opportunity
where a little bit
extra practice in preparation
can help me nail that conversation
and close this deal.
Jumping into the role play,
our coach will first outline me
through the scenario
and then we'll jump in live.
I'll be able to practice
my talking points.
And my sales coach
will take on the persona of the buyer,
their talking points, their tone,
as well as give me
an idea of the objections
that I might hear.
Ending the practice.
What's really incredible for me
as a rep is I get instant feedback.
It's objective, it's
nonjudgmental, judgmental,
and it's actionable.
I see where the conversation went well,
where I have growth opportunities,
and it's all grounded in CRM data.
Clicking finish.
The last thing that I want to show here
is that
my role play
is immediately
updated to our activity timeline,
which gives our leadership
the ability to conduct
ROI analysis on the deals where sellers
are engaging sales
sales coach versus those that it's not.
So switching gears to my final demo,
I'm now going to run
through Prospecting center,
which starts in cell or home.
Scrolling down,
we see that
prospecting center curates
my top prospects for the day
clicking view.
We'll see
a list of prospective accounts
curated by my engagement score
fit an intent
coming down into the account grid.
I can hover over the account
score and understand
what's actually driving this momentum,
whether it's first party data
like email opens or meetings,
or my rich ecosystem of third
party data, whether it's
high spot
zoom
info or intense
signal from demand base.
If I'd like to prioritize this list,
a new feature that we have
is the ability to filter
for segments
that are controlled by our sales
and marketing team and data cloud.
I'm specifically going to filter
for a really successful event
that we had in San Francisco
a few weeks ago, and click upon apply.
Zooming in
to this more focused list of account,
I'm now going to review
the individuals related to Omega.
I can see the relevant
contacts, their buyer attributes,
which gives me more context
into who they are
automatically captured
through Einstein activity capture.
And then
I'm going to go ahead and click
to add these folks to a cadence.
I'll deselect
some people.
I'll add them to our event
follow up cadence.
And you'll see that in a process
that previously was time
intensive and difficult for me
to pull all of the data together.
I'm easily able
to go through
a few step workflow of
finding my key
prospects, prioritizing them
based on segments or promotions
that my team has put together,
and then taking action
by adding them to a cadence.
So with that, those are my demos
and I'll hand it back over to you.
Awesome.
I had previews of this
and how exciting it is
when I used to be an account executive,
and I
sit back and say
all of the things
that I used to spend all the time on.
And now we are automating those things
and identifying as an agent.
It makes me
almost want to get back into sales.
So, Awesome, awesome.
We do have time for Q&A.
And so for the viewers at home,
you can post your questions
in the Q&A tab on Salesforce Plus,
but we've got some reactions.
Dave Gore says been
in the new mobile app.
It is fantastic.
So good work there.
Let's start with the Agentforce SDR.
Because
cultivating leads
is one of the hardest things
and the most time
consuming for any sales person.
So how does Agentforce
begin working on those? Yeah.
And that's something that I glossed
over a little bit in my demo,
but it's all controlled
based on your organization's
lead routing.
So that really
the idea behind Agentforce
SDR is that
you can segment
your higher value leads
to the members of your team
that want to work them.
And Agentforce
SDR will take
maybe the lower value ones to make sure
that those are continuously
getting worked.
So you can define that
using your lead routing.
Once the lead is assigned to the SDR,
it'll automatically start
taking action.
Yeah, I remember a statistic
somewhere where it takes
eight touches in order
for somebody to be interesting.
And I can imagine with
just the digital world
we live in, it's probably more so.
Being able to automate
some of those is pretty awesome.
And then I also used to be a leader,
and so sales coach is super exciting.
I think practicing
and being able to really hone that,
which is exciting.
Where can I seller
get coaching then within this tool?
Yeah, absolutely.
So our sales coach
is all tailored to an opportunity.
So across their opportunities
we really wanted to focus on
business context
and applicable scenarios
where they can get the feedback
that they need
to drive their business forward.
So everything lives
within the context
of a single opportunity.
That's absolutely, absolutely amazing.
Okay.
And then,
the last question that I have here
is talking
about that prospecting center,
every deal is unique.
Every business is unique.
We measure on different things
to make sure
that we are qualifying them.
That's best for our business.
So are the scores
in Prospecting Center.
Are they configurable?
Yes. Work through that.
Yeah, they're all configurable.
That's that's feedback
that we've gotten along the way.
Everything from the data
that's driving the scores
as well as the filtering
for the conditions
that ultimately make
that score light up.
All of that's configurable
and extensible for our customer.
And I can imagine
you can measure it over time
and make tweaks.
The business
changes, market conditions change,
segmentation, the whole thing.
That's amazing.
Well,
thank you for your demo,
for your insights
and for answering those questions.
You'll be back with us
to answer a little bit more Q&A
and just do that.
But we're going to continue to hear
about how AI innovation
trends are driving
actual sales change with Jonah May.
He's the director
of Product Management.
And here to show how Agentforce
topics and actions come together
to drive action autonomously.
Jonah, take it away.
Okay, well, very excited to walk
you all through the amazing innovation
from sales AI in this upcoming release.
As I mentioned,
I'm joined by Director of Product
within the sales AI team
here at Sales Cloud.
Now what better,
better place
to start than Agentforce us.
So in this release,
we've taken
all of your Agentforce sales
assistant actions.
We've organized them into topics
using the same amazing foundation
technology foundation
that Connor mentioned for,
the sales cloud agents.
And this is going to make your sales
assistant actions
more accurate
and responsive than ever before.
So this is a huge uplevel
for the quality of work
that Agentforce
is able to help sellers
perform in this upcoming release.
But that's not all.
It's not just about
the quality of work.
It's about what work can we help with.
So not only are we shipping
those new topics out of the box,
but new actions are coming
inside of those topics
they're going to cover
helping sellers close deals,
manage deals, communicate
with customers, explore conversations,
and forecast sales revenue
so your agent for sales
assistant is going to be able
to help with the selling process
from start to finish in a way
that wasn't possible before,
and we'll demo more of
that in just a moment.
Switching gears to Einstein
Conversation Insights
we're excited to deliver
in this release
your all new Conversation Hub.
Conversation hub is your home base
for all of your conversation data,
bringing it all in one place.
Not having these experiences
sprinkled across
all of the places
that your sellers work.
We're bringing all of those
conversations together under one hood.
On top of that,
we have an all new way of filtering
and searching through conversations.
Conversations can create
a mountain of data to parse
through very valuable data,
but it can be a lot of work.
So we're building
all of these
new tools
through this search
and filtering experience
that are going to enhance
the way that sellers
and sales leaders
can find the data that
they need faster than ever.
We're also excited to
deliver sales signals.
I'm personally very,
very excited to get sales
signals into all of your hands.
Sales
signals is your way to have radar
through the fog.
As a sales leader,
what sales signals does is
it looks across
all of your conversations,
proactively identifies
trends that are emerging
in your most recent conversations
to tell you not just
who is being talked about,
what competitors
are being talked about,
what features are being talked about,
but what are we actually saying
in the market about those competitors?
What are people feeling in the market?
So we'll do a demo of that,
which is very, very exciting.
And then in relationship selling
in previous releases,
we were really excited to share
with you all the relationship map
your crystal ball into the way
your customers operate.
You know, who reports to who,
who are the decision makers?
All of that.
We were excited
in previous releases to share
and we're
in this release bringing relationship
map all over CRM.
So you'll see it in account plans.
You'll see it accessible
via Agentforce as well.
And we'll see demos of that,
just in a moment to
so let's dive into demos
okay.
So let's start with Agentforce.
So what you're looking at here
is your Agentforce sales assistant.
Now, it's great
that we've organized
all of the data into topics
to get the output to be more accurate
and responsive than ever before,
but really it comes down to
what actions can I perform
well with our all
new plan, my day action sellers
now have the ability to,
with just one simple
ask of their Einstein sales assistant,
create a plan for me.
What should I be focusing on today?
And Einstein
will go look across
all of your sales data,
your opportunities, your calendar,
your leads and events
and put that all in
one prioritized list for you to attack.
So every seller has the superpower
to start their day with a plan
that Einstein,
that their agent for sales assistant
help them with
to get them off and running.
Now, let's say that plan
involved,
scheduling an upcoming meeting,
a really,
really common thing
that all sellers
and sales
teams have to do
well with new agent
for force actions
available in this release,
we can now ask Agentforce us
what's the best way
to connect with this contact?
Looking at the relationship map,
looking at historical data
on how we've interacted
with this contact in the past,
now sellers have the confidence to know
not just what should I be saying,
but where should I be saying?
What's the best channel for this,
this contact to be reached?
And then you can ask Agentforce us, hey,
I know how I want to reach out.
Help me with the what?
Draft that meeting, email,
draft that outreach for me.
And with just a couple clicks,
we have this email here out
ready to go.
And I'm off and running,
executing against the plan
that Agentforce helped me generate.
Now, after the meeting,
now I have all this data
that I need
to record things
that I want to make sure it
get into CRM,
and we have new Agentforce actions
for that as well.
Now with Agentforce us,
it's quick to log a call
with Agentforce us.
I can, ask agent
for us to perform that for me.
The data will end up
with,
just a couple clicks into CRM
without you having to dig
across different record
pages, bringing all of that
capability under the Agentforce hood.
And you can also ask Agentforce
now to initiate,
excuse me,
to add a contact to a cadence,
making all of those follow up
activities after calls
easier than ever before
with your sales assistant.
Okay, that's a lot with Agentforce,
but now switching gears to Einstein
Conversation Insights,
what we're looking at here
is your conversation hub.
Like we said before,
it's your home base
for all of your conversation data.
You have
sales signals here,
which we'll dive into in just a moment.
In more detail.
All of your
most important conversations
prioritize for you
right here on this right hand panel.
And so let's say you, as a seller,
have a meeting upcoming
that you want to prepare for.
You can look right here on the side
and see all of the conversations
that matter for that deal.
And dig into some of the details
so I can see it right here.
Open up the details.
I have access to the Einstein summary
that's been prepared for me,
so I can quickly orient myself
for this upcoming meeting.
I have access to the insights
that have been pulled out,
and if I click through these,
I can look at all of
the pricing mentions all right here.
And if I need to,
I can dig into the full transcript.
Again, I can do all of that
on multiple conversations,
all without leaving Conversation Hub.
I even have access to call explore
right here.
So I can ask, was pricing
discussed on the call?
And Einstein will go out
and review the entire transcript
and give me the answer.
So preparing for
calls is easier than ever before
with Conversation Hub.
Now let's say there's a conversation
I'm looking for that's not recent.
Something specific
that I want to go find
with our all new search
and filtering experience.
It's easier than ever for sellers
to find the conversations
they're looking for
based on search criteria,
like the date,
the related record fields.
On that related record,
I can find exactly what I'm looking for
with a fine tooth comb in this release.
Now let's look here at sales signals.
So sales signals,
like we said
before, it proactively analyzes
all of my conversations
to pull out trends.
I don't have to ask any.
And I don't have to know
what questions to ask.
It's almost like,
Einstein finds the right questions
to ask for me and presents the answers.
So if we drill in, we can see.
Let's say I have a competitor
called Wonka's Widgets.
Sales signals
has proactively identified
that Wonka's widgets
is running an end of year promotion.
This is something that I wouldn't
have known
had it not been proactively identified
by the sales signals.
I and as I drill in, I can see
what are the key themes.
What are people saying about this
end of year promo?
So I can not just know it's happening,
but what should I do about it?
Do I need to match it?
Are people
buying because of this promotion?
What should I be doing?
All of that can be deciphered
from these key themes.
Again, these are AI generated.
I can see
what opportunities are affected.
So I need to
if I need to adjust my tactics
for any given opportunity,
I have the information
to do so right here.
And if I want to really drill
into the details,
I can look at each exact conversation
and see exactly what was said
that contributed to that topic.
And so now I have the opportunity
to really dig in deep
to the signals that matter most to me.
So that's the demo.
Okay. Thank you.
Yeah. Me too.
Absolutely amazing.
I read somewhere
and we may even have put this.
This is a guy
that sales rep spend around
30% of their week
actually out in sales activities.
So when you think about the impacts
to productive,
the the features and functions
that we're releasing have, it's the
the power is endless.
So it makes me super excited.
And when we talk about these questions
that are coming in,
one of the things is around
that sales assistant
you mentioned, it helps
they start their day with a plan
like that to me, is
you know exactly what you need to do,
but can these actions be customized
if we want to tweak the outputs? Yeah.
So the Agentforce
platform is designed
to work for your organization.
So the topics,
the actions
you can create your own custom actions
if you want to deliver something
that goes beyond what we do
out of the box
with all of the Agentforce
capabilities, you can control
prompts and flows that,
contribute to those actions.
So it's really endless what's possible.
And then you can organize
those into topics to get the experience
that you want for your sellers.
So everything about
it is customizable, amazing.
Which, you know,
we stay true to those low-code
no code
pro code roots
and giving people options
to customize for their business.
Now you started talking about
sales signals.
You got really excited.
I also got really excited.
Do sellers have tools to see insights
about conversations already?
What's so different about all signals?
Yeah, it's a great question.
So I think we've always had the ability
to know competitor.
This competitor was mentioned
this number of times and that's useful.
But really what matters is
not just this
competitor was mentioned
but what was said
in the ten minutes after that.
The problem is
I don't have time to review
ten minutes of content
for every time
a competitor is mentioned.
So that's really what sales
signals unlocks
for sales leaders,
for sellers, is the ability to analyze
those ten minutes
that I care about at scale
and derive the insights
that matter from them.
Yeah.
I think
what I love most about
this is it's
not just about that individual
and then the team think about the ways
you can aggregate
that across the business.
So if you mentioned it
a specific example, there's pricing
and packaging that's being discussed
or a discount
towards the end of any quarter or year.
Imagine being able
to activate your marketing teams,
your campaigns teams,
and then even things
like your competitive
intelligence teams.
So aggregating those conversations, it
activates the whole business
around trends
that you would had to
look at every single column.
We have a table of product
managers here.
I think all of us would benefit
greatly from sales
signals where we can see exactly
you know, the trends that are emerging
and feel like we're confident.
And. Yep.
And it all starts with
with actually turning on ECI.
You have to have
the conversations recorded.
And as a former sales person,
it's uncomfortable.
But when you can see the output across
all of my teammates, I'm
now contributing to,
some of the action that we take in.
If I'm actually participating.
So, okay, final question here.
I'm just navigating my new iPad.
Let's see, we have sales signals.
How will I know the signals
I see are still relevant.
So what's that that type of constraint.
And how do we manage that.
Yeah.
So it's a
the beauty of it
is it's a continuously running process.
So you will always have the freshest
signals that are emerging
at the top of the list.
So you'll,
you know,
you'll still have access
to the information
that was from last month.
But this is always running proactively.
And so you will always have
the latest information,
the latest signals
from your fresh conversations. Amazing.
I can just imagine the business impacts
across the business
and all of the teams
that rally around the sales team.
And so thank you so much
for sharing that. Yeah.
And next up
we have,
Raghavan,
Director of Product Management,
who's here to show you
the latest innovations
in account plans, pipeline
forecasting and partner connect.
Aubry, are you ready?
Yeah. Over to you.
Thank you. Carolyn.
Hi, everyone.
My name is Aubry,
and I'm excited to share
what is new with core
Salesforce platform and automation.
So let's get into it.
So we know from talking
to a lot of our customers
that account plans
is something that is really difficult
right now in terms of
there's not a lot of consistency around
how our customers are building
account plans.
You could be building them
in slides
or in spreadsheets
or somehow hacking together
some sort of homegrown solution.
But there hasn't been one
centralized place in
to have account plans inside CRM.
So in winter 25,
we are super excited
to announce account plans
natively within Salesforce.
We are entire sales,
marketing and support team
can collaborate
on your account objectives.
So account
plans really help at all
different stages of the account.
Planning process.
It helps you streamline
your account outreach and, and research
by having customizable
and standardized
frameworks to choose from.
It also helps
define your measurable goals
by allowing you
to select different objectives,
whether it's to grow revenue
or to improve a certain relationship.
And finally,
we know account
planning does not happen in a silo.
It's not just your account manager,
but you need people
from all different functions,
leaders, service
support to be able to collaborate.
And since it's built on the Salesforce
platform, things
like visibility
and perms allow you
to get the right information
to the right people
at the right time in order
to reach your account. Goals.
Next up, forecasting.
So we
know that the key to,
forecasting experience
that is successful
is that it's both insightful
and configurable
to the way that you do business,
both functionally and operationally.
So new and winter 25,
we have forecast submissions
and forecast submissions
are basically a point in time.
Look at a sales rep forecast for,
the upcoming forecast period.
And what it allows you to do is
look at your forecast submissions
over time to identify trends
and really allow you
to change strategies
and drive that forecast rigor
for your organization.
Then also, if you've checked out
forecasting in the past
and it didn't exactly map
to the way
that your revenue model worked,
I encourage you to take another look,
because with Winter 25,
you can easily even use forecasting
if you're splitting, your target,
if you're working
your sales team by territories
or using opportunity
splits or even opportunity
product split.
And finally, for an admin manager,
judgment values are now available
in reports and dashboards.
Next up,
Partner relationship management,
otherwise known as PRM.
So the new innovation here is
Partner Connect.
And with Partner Connect
the idea or the process
where your partners
were copying
all their opportunity or lead data
from your CRM to their CRM
is a thing of the past.
So with the new
flexibility of Partner Connect,
it gives your partners the,
flexibility to work their leads
and your opportunities
from their own CRM.
And that really breeds a lot of trust,
which I cannot emphasize
the importance of enough
when you're extending your sales team
outside the
four walls of your organization.
And finally, Sales Cloud
Go, which is my personal favorite,
because I work on it.
So how many of you
all tuning in struggle with keeping up
with the latest updates
and innovations from Sales Cloud?
The answer is probably all of you.
Since you are all here
and you're all tuning
in trying to find out what's next.
So sales Cloud Go
is kind of us hearing you
and trying to deliver something
for admins and customers
that helps you keep up with what
we're doing.
So it allows you to see
all the features
that you've talked about,
that we've talked about here today,
gather resources,
share them with your team,
and even activate
them in a single click.
So let's
go through
some of that stuff in the demo.
So first up we have account plans.
And I'm looking at an account
plan for my strategic account
a surety corporation.
And any good account manager
needs to look at the high level
bird's eye view of their account,
what is currently going on
and what has gone on.
So I can see in the report at the top
what's the revenue that I've closed
maybe last quarter at this quarter?
What's the win rate
and what open opportunities do
I need to be paying attention
to for the account?
And then in terms
of creating the account plan,
there's a ton of research
that needs to go into it.
And right now
you may have like a slide
and different eyes
or doing account plan
research in different ways.
But with this structured
and standardized format,
we've now allowed you
to have a way to categorize
the key
information that you need to build
your strategic account plan.
So scrolling down,
I can see,
different pieces of information
around the customer landscape.
What are my customers
strategic priorities for this year?
What are the KPIs
that they're measuring?
What are some of the challenges
or industry trends.
And you can even capture information
about, your accounts, competitors
and all of these signals
and pieces of data
can be used
to actually create
your strategic account
plan using Swot analysis,
which is just a fancy name
for categorizing strengths,
weaknesses, opportunities, and threats.
And I could do this in a silo.
But as I said,
I want to use the power of Salesforce
and the platform
to share my account plan
with key stakeholders.
So I want to share this
with one of my service reps,
because a surety is no stranger
to filing cases and letting us know
when they're upset
with different things.
So using different record
level access and perms,
I can share
this account plan
with whoever I need to collaborate with
and as Jonah mentioned earlier,
we are bringing the buyer relationship
map to more places
because another key
part of the account planning process
is knowing
who is involved in the account,
who are all the different players,
who are maybe the detractors,
the decision makers.
And so,
popping over to the relationship map,
I can take a look
right from the account plan,
and see
who is going to be
the person on my upcoming call.
Where are all the detractors,
decision makers,
champions and sponsors?
And I notice here
that, Jim
Collins, the head of legal, is
a potential detractor.
So with my upcoming
strategic account plan for this year,
I want to really figure out
how I can turn
Jim from a detractor, into a sponsor.
And so, going back in
to the account plan.
I can
solve my,
solve that issue with objectives.
So objectives
is the way that you're
actually going to categorize
what are the things
that I want to see change
in this strategic account plan.
And you can create objectives
based on revenue
goals, relationship goals,
success goals
and I can see
I have a few other
already,
but I want to really create
that relationship goal.
So I want to say
I want to improve my relationship
with legal.
Maybe by,
you know,
the end of this year,
I'll just select something.
For now,
I'm going to assign myself
as the owner, as the account manager.
And this is not a measurable goal.
It's more qualitative.
But if I had something
more quantitative to tie to it as well,
I could do that.
And there you have it.
You just saw how we were able
to build an account plan
in a standardized way
with measurable objectives,
and understand
all the players, at play
and then switching over to Sales
Cloud go.
So again, my favorite,
this is a new set up
and admin experience, for Sales Cloud.
And it's your one stop shop
to discover everything
that your Salesforce Edition
has to offer you to drive
sales success.
So let's say
I was really curious
about Einstein conversation
insights and sales signals.
I can go and search
Einstein Conversation
insights, from Sales Cloud Go.
And that's going to bring me
to these feature sets,
which helped me understand
what these features
are actually used and helpful for.
So in the automated guide selling,
that is what I'm interested.
I want to figure out
how I can save time for my reps,
and I can see all of the features
that I have available to me,
to help my reps
automate and guide their selling
so I can take a look at Einstein
Conversation Insights,
the one I was interested
in learning about.
And what's really cool is
I can take this clickable
interactive guided tour,
which is basically like a demo,
but you can do it at your own pace
and you don't have to listen
to one of us, talk the whole time.
And once I get a really clear
overview of what
this is, what it's
going to look like for my end users,
I can then be ready to click this
and turn this on.
So with composability,
I can see exactly
which ones I want to turn on.
And then I can click
that turn on button
where we'll be sure
to show you any legal disclaimers
or any considerations
or default settings
that you may need to know
or worry about before
turning that feature on.
And finally,
I can also see any other features
that I may not have available.
I know it's a super common question
in Release Readiness Live.
Do I actually have access
to this feature?
Well, now you can go to Sales
Cloud, go, to find out.
And that's all for me.
I'm going to pass it
back to you, Caroline, I love that.
That is wonderful.
And I'm I'm so glad
that you're giving insight to everyone
on what they can deploy in their orgs.
And and how they can become
more efficient and productive.
So, account plans.
Selling is a team sport.
Yes, we've always said that.
But buying is now a team sport.
And so making sure you understand
what those relationships are
and then where do you need to progress
is is really impactful.
And David is telling us
that they've been using account
plans and quip
and moving them to native
Salesforce is huge.
So thank you, David.
Thank you for being,
our support center, in this section.
Okay. So let's get to it.
We have an account plans.
Can you display
different parts
of account plans to different users?
I know you can share it
with different people,
but if they're sensitive data,
and things like that,
how do you make sure you're sharing
what people need to see?
Of course. So yes, definitely.
And the great part about account plans,
all the components
that you saw
earlier, customizable
and Lightning App Builder,
which we know our admins know and love.
So things like visibility roles
and then also
we do have different permissions
that you can assign to say, oh,
I don't want them
to see these objectives,
or I only want them to be able
to see kind of like the high level
if it's like a leader.
So definitely customizable
and configurable to whatever
your data sensitivity. Yeah.
And the things that you showed, I'm
imagining this progression
of building an account
plan, getting the team
together to rally against that,
assigning out
different activities
and responsibilities
to drive that forward.
But then as a sales leader,
that could drive one
on one conversations
and then pipeline forecasting,
now you're getting more accurate
pipeline forecasting
because it all kind of works
together, it seems. Okay.
And so with partner connection,
we know
partners are super important
to a lot of our customers businesses.
Can you use that with custom objects
and then are the updates bidirectional?
Yes, absolutely.
So we know that a lot of folks
may not use leads and opportunities, as
are the standard out of the box object.
So you can export any custom object
from your CRM to their CRM.
And then what's really cool is
you can do the field
mapping that you want.
So you can say
from this CRM to that CRM,
these are the fields
that I want to map.
And then any update that happens
either in your CRM
or their CRM is super bidirectional.
So having that
shared view of the shared pipeline
between you and your partners,
is just super important in terms
of like fostering that trust
and creating that transition
and driving more business together.
I think that's super important.
When you have that transparency,
you can have actual conversations
about where
the improvements are needed,
what's going.
Well, and maximize that. Okay.
Final question here.
For Sales Cloud Go,
this is a great one page feature
that allows our customers to understand
what's available to them.
We know we've seen you all
the work you do
and the rapid pace of innovation.
It is sometimes hard to keep up with.
So this is a great way.
But can anyone go in
and turn on features?
How does that work?
How do we make sure that we're
giving them what they have access to?
Yeah, of course.
So, it is right now in set up.
So if you have, you know,
modify all data
or customize app
or if you set up,
that is the only way
that you'll be able to get in.
And then we have special controls.
To make sure only you as an admin
can actually turn things on.
But what we do have,
which I didn't quite show,
is you can share all those assets
and all of those resources
with your end users
or your different
stakeholders, say, like you're
you're going into these meetings
and you're trying to understand
or your leaders
are trying to understand.
They came back from Dreamforce
and they said, okay, like I do.
We have ECI, like, what does ECI do?
You can actually share those resources
with those stakeholders
to drive alignment
and actually start commerce. Right?
So it gives access to you.
Here's
what you could potentially deploy.
Here's how you might do it,
or even start
the conversation internally
so that you can
maximize,
what you are getting out of it.
So thank you.
That was wonderful.
And you'll be back
in a little bit for Q&A again. Okay.
So last up, we have Nomi Nara, senior
product manager, who's
going to show us
how some exciting updates to sales
planning, sales
programs, maps and spiff
are driving a ton of productivity.
So Nomi, take it away. Awesome.
Thank you Carolyn.
Hello everyone.
I'm super excited to showcase
all of the innovation
that's coming up in Winter
25 in the SBM portfolio.
So let's jump in.
The SBM flywheel starts
with sales planning, right?
Unified collaborative
data driven sales
plans are easy and fast
when you have all the data
you need in one single platform
and then you can help
fine tune
your seller activity
with, personalized or,
personalized programs
and coaching or outcome
based programs and coaching.
And you can personalize their guidance
for all your reps at scale,
you know, really helping them
achieve their targets.
And then you have Salesforce Maps
where you can help
your day to day reps,
day to day efficiency.
You can really prioritize engagement.
So they're always talking
to the right account.
And you can optimize their time
and field,
ensuring effective
and efficient visits.
And then finally,
you can help your team
focus on the goals that matter.
You can automate
and adjust your compensation plans,
and also surface.
There's commissions
right in the flow of work
so your sellers know
exactly how they earn.
And all of this while capturing
critical data
that flows back into sales planning,
helping you achieve even
more efficient growth.
So without
further ado, let's
jump into the demo and see in action
all of the wonderful 1
to 25, features coming up.
Awesome.
So I'm going to step into the shoes
of, sales ops in a medtech company.
We've observed that
in the last two quarters.
A few of our key competitors
have been eating into our pie.
And so as we plan our next fiscal year,
we want to make some fundamental shifts
in how we go to market.
With hyper focus selling motions
for specific industries
and also introducing
additional overlay roles.
So let's start with sales
planning for this motion
with a focus on
what's coming up in winter 25.
Sales planning is introducing
a lot of cool features
and territory planning in winter 25,
so our sales ops
team has already completed
designing the segments
and they're ready to move
into territory planning.
They've identified
some key verticals here,
so I'm going to dig into one of these.
I'm going to pick manufacturing.
So the goal is to take
the customer base.
So that is 472 records
you're seeing here.
And then assign that across
different industries,
different territories
within manufacturing.
So let's dig into this segment.
I'm going to click on manufacturing.
That will bring me here.
And then I'm going to click
on the existing territory plan
that the team has already started.
And I will bring me here.
And I'm going to click
on Open Alignment.
Now
that's going to take a minute.
The beauty of
beauty of live demos okay.
So as you can see
this is the territory model
that I've already imported
from sales territories.
Now I'm really happy with this model.
So I'm going to go ahead and hit apply.
And in a second.
We will see
some magic happen.
Great.
So we would have seen an in-app
guidance pop up here
that really helps
you walk through
the most important actions
that you would have to take.
And then another cool feature here
is this tabular view.
The this really helps customers
who aren't geo focused
to see all of the attributes and also,
track the impact,
the changes in the alignment.
Now I'm going to make some,
changes here.
I'm going to
unassigned these for a second.
So these these are the 472
units that we saw
at the beginning of this demo
that have been unassigned.
And so now what I want to show
you is basically,
how are we able to assign this across
all of the territories.
So I'm going to go ahead
and click on optimize.
And I'm going to balance on units.
I'm going to prioritize balance.
And I'm going to hit next.
And in a second
we will be able to see
how it's actually dividing
all of the units across
all of the territories.
Great.
So before I go ahead and hit apply,
I can actually see a preview
of what the segmentation looks like.
And so you can see that it has divided
all of the units
equally across all of the territories.
And so this looks good to me
I'm happy with that.
I'm just going to go ahead
and hit apply.
And just like that
all of my unassigned units
or all of my customers
are now assigned
to all of the territories.
And this can now be published back
to your sales territories.
So that's what's new in sales planning.
Now let's
switch sides and go to sales programs.
So, sales programs can really help,
you know,
give that guidance to your reps
and also help them,
with the path forward
on how to counter your
counter, your competition.
So new in winter
25 sales programs are now package able.
And we're leveraging this
and we are creating programs
already to use programs
for various use cases.
And we're not just stopping there.
We've even partnered
with industry experts
to create some expert programs
and have all of that available
for you on Appexchange now.
So with just a few clicks,
you can just easily install program
for a use case that you're working
on, and also surface
expert sales
best practices
and methodologies
from country
directly in the flow of work
for your sellers
with the right licenses.
All of these programs on Appexchange
are free for you to use.
And so this program you're seeing here
is one of those programs
that I've installed from Appexchange.
So obviously I want to train my reps
on how to beat the competition.
And the outcome of this program
is to close one
competitive deal in 30 days.
And the program also lists a bunch of,
resources that I need to
that I need in order to achieve
that outcome. Super helpful.
I've already customized
this program with content
that is specific for my company,
and so that customization is possible
for you too.
You can delete exercises,
add exercises,
make this really fit for your use case.
Now a couple of things
I want to point out.
One is the let's take an example.
Let's look at this milestone
where I'm tracking the number
of calls my reps have made.
Now, you know, all my reps
don't necessarily
set the subtype of task to call
when they're logging a call.
Sometimes they just mention the keyword
call in the subject.
And so with the
introduction of the content does
not contain, filter operator
in the measure builder,
I'm now able to create measures
more accurately.
And that track those
specific keywords, small
but a very mighty feature.
So let's go back to the program again.
Now, another cool thing
I want to point out
is let's say
you have your content strategy
in a third party system
like Google Drive.
I already have a slide
deck there
that I think is really useful,
and I want to pull that
into the program here.
Now in the past,
you would either have to create
that slide deck in Salesforce
if you wanted that to show up
in flow of work for your sellers,
or at least link that slide deck
and that would have taken the seller
to a new tab to view that content.
But with custom exercises in winter 25,
you can easily create an integration
with any of the third
party systems of your choice,
like Google Drive
in this case, or High Spot
or Vimeo and easily.
And you can not only pull that data
directly into programs,
but your sellers are also able
to consume that data
directly in the flow of their work.
So I'm going to just show you a quick,
quick example.
I'm going to pull in Google Slides
here.
The cool thing about this is
you can actually search
for your Google Slides
right from the program builder,
and you select the file.
You can even preview that file
within the program builder.
And again,
like I said,
your sellers will be able to view
that content
directly in the flow of their work
within the guidance center.
Now, one other thing
I do want to call out
is the feedback
exercise type and new in winter 25.
You can now get instant
feedback from Einstein.
So in the past
you would have to
select, peer a manager or,
you know, to give that feedback
and actually fill out
an assessment survey,
to give feedback on a pitch
that you've submitted.
But really saving that time
from your peers
and improving productivity.
We wanted to and, use Einstein or,
to give that instant feedback for you.
So that's what's in sales.
So let's
programs and let's move
on to Salesforce Maps.
So in winter,
starting winter 25,
and we're super excited
to announce
that the sales, maps enhanced
user experience
will be available
for all of our customers.
And on top of that,
you can really,
consume a lot of the, opportunities.
Or you can
you can really preview
those opportunities
by exploring thousands of
subscription free data
sets from Ezra's Living Atlas catalog.
And you can overlay that data
set on maps, along with your CRM data,
like the overlay
you're seeing here
to really see the regional,
health trends.
Now, as a wrap in the medtech,
industry,
this data set is super helpful, right?
Because now you can see
the severity
of health issues in a region,
so you can make recommendations
on the products
or the volume of products
that the medical, facilities
would need in those regions.
Now, now that you have your data set,
that you have your data here,
it's time
to make customer calls
with the physicians
at these medical facilities.
So this used to be an arduous task
because your medical
facility information is in the CRM,
and your physician information
would have been
in a third party system.
But with maps and data cloud,
you can now
get a unified view of this data.
So I'm going to click on this
medical center here.
And if you see the related list,
all of the physician information,
including their phone
numbers, names, etc.
would have been shown
in this related list. There we go.
So all of this
data is right in front of me
so I can spend less time
planning my customer engagements,
and actually more time
having those face to face conversations
with my customers.
Awesome.
And then
last but not least, let's go to spiff.
New Winter
25 prep is now integrated
with Data Cloud.
This instance of spiff
is already enabled with Data Cloud.
So you could just see
the status of that sync here.
And so with this integration
you can use the spiff data
with the data cloud features
and also allows
for visualizations in Tableau and CRM.
Now I want to show you
how the setup step,
flow would look like.
If your instance is not set up
with the data cloud.
So I'm going to go to Admin
and Settings,
which would bring me here.
Again this instance is already set up.
But if it's not
you would not have been able
to move to the next step
without completing the first one.
So you'd have to authenticate
into Data Cloud
before you can install the package.
And then this toggle will show you
or will indicate
when that sync is successfully
set up or enabled.
Great.
So let's take a look
at how I can add data to the sink.
If I go to reports and configuration
that would bring me here.
All of the fields that you're seeing
here are all the fields
that have already been sent
to Data Cloud.
So I want to add new fields.
I'm going to go to add new data.
And this is all of the available fields
in Smith. Right.
So I'm going to select
one random field.
Let's select contract
length year save changes.
And if I come search there we go.
The field is now
being sync to Data Cloud.
It's just as simple as that.
And the other cool thing is
I can actually edit the name and also
the format of this field
to ensure that everybody,
you know,
all users are able to easily
understand what this field is for
and maybe
also give an opportunity
to fix any of the type issues
or the format issues on the field.
And with that,
I am at the end of my demo. Great.
Thank you, thank you.
That was wonderful.
Just so everyone knows,
we have a ton of questions
that are coming in.
So we're going to do some
rapid fire Q&A
across the board,
and we're going to start
at this end of the table
and make our way.
So if we don't get to your question,
just make sure we,
you know, that
we will get you the answer.
So let's start.
Okay.
No.
Me does Einstein coach
in sales program support role play?
Great question.
So we've started with just a stand
and deliver
experience of what
you would
have seen that in sales coach.
So you would submit a pitch
and Einstein
would just give you
feedback on that pitch.
All the role play, introducing role
play into that
or the wholesale to coach experience
into programs is on our roadmap. Great.
Something to look forward to. Awesome.
Very good.
People will be excited about that.
Okay, Aubrey, you in the hot seat?
I got a lot of questions for you.
So let's first start with,
the reporting capabilities.
Are there any available
for account plans?
Yeah, I think standard reporting
capabilities,
and all of the fields on the account
plan that you saw.
So the objectives,
the like strengths,
weaknesses, all of those fields
should be available
and in standard reporting. Great.
I'm going to stay with you.
Because Andrew is asking,
how does Sales Cloud go?
Kind of help
address
some of the challenges
admins are facing
with configuring features?
An amazing question.
So right now,
really what we've tackled
so far
is just helping
with really quick activation
and making that experience,
quick and seamless
or allowing you to like,
find legal terms
or understand disclaimers.
What is on our roadmap
is really digging
into that configuration.
So I'll be excited to be standing here
in maybe 3 to 4 months talking
about what we've done to help
with configuring
and getting some feedback
clearly from everyone
about how that goes.
Okay. Here.
Yes. Awesome.
All right.
Now back to this side of the table.
Two questions
to kind of a two part question.
Raji wants to know our conversation
insights based on calls
or chats or both.
Yeah.
So today's
conversation insights
Einstein Conversation Insights
pulls in your call data.
So it's going to be based off
of live conversation that can be video
or voice.
You'll see more integration
with other channels
coming soon and Conversation Hub
and it signals as well. Great.
And then a couple follow up questions.
How is the call data coming in to you
CRM yeah.
So through
Einstein conversation Insights
you can set up connectors.
So there's no manual data
entry required from any of the sellers.
The calls are automatically pulled in.
We transcribe them.
We derive the insights.
So no manual work at all
for the sellers to bring that data in.
Great, great.
All right.
Now we're moving down to the table.
Connor.
One of the questions,
and maybe we can all jump in here
because this is a popular one
across all of our customers.
What's the difference
between Einstein copilot, agent for
prop builder?
Can we have a little bit
of a discussion on what
those things are?
What did we rename?
What's net new that kind of
you want to take this one?
Yeah, sure. Yeah.
I can
I think the
way to think about it,
or at least
I think about Agent
Force, is the platform
that's orchestrating
everything, and Agentforce
has access to a number of tools
that it can leverage.
Prompts are one of them.
Actions, topics.
So those are all things
that Agentforce
has access to when it's
doing work on your behalf.
The next piece is
when does Agentforce do work?
What's the interface
that I'm interacting with.
So and one of the demos
that I was showing,
you see the kind of
on demand way
to interact with Agentforce.
That's where I have a, an action
I want to perform.
I ask Agentforce for help.
So there's on demand.
And then Connor
showing with these agents
that come out of the box,
more autonomous ways
to leverage Agentforce,
where Agentforce is doing work
based off of, an inbound email,
let's say.
So the platform is Agentforce
prompts, actions, topics.
Those are the tools that
Agentforce can leverage.
And then when it does
work is the fun part.
And there's many interfaces
that that it can leverage. Great.
So let's talk about the out of box SDK.
Because one of the questions is
what versions is that available on.
And another popular question
do you need data
cloud to power these things.
Yes.
So specifically with Data Cloud
you do need data cloud.
And the key there
is that all of the context
that your agent
needs to be able to answer
answer questions efficiently
and accurately comes from data cloud
and our vector database,
which these agents
will then leverage drag to retrieve
the information
that needs based on questions. Great.
Thank you for that.
David asks, are all the updates
for Winter 24 Agentforce based?
But I think we covered
that as we got further into.
So David, thank you for the question.
More reactions.
Mitch is very excited
about the new maps experience.
So, Nomi,
maybe we'll come back to you,
and talk a little bit about,
can you still use
map as well as tables
when planning territories?
Yes. Great question again.
Absolutely.
The longitude and latitude
data can be added after the fact.
And also territory
planning can be used
with the map user interface.
For deal based customers.
Great.
I feel like my like constant
device usage
is training me for this
in a lot of questions.
So I love it. Keep them coming.
Danny is asking
when is Sales Cloud Go available?
Should be rolling out with the release.
So. Great.
If you don't see it yet
in your sandbox, it is coming.
And then to production
shortly thereafter.
So. Well, it's winter 25.
That's awesome.
So let's stay with account plans.
Tim says their company
is currently using quip
for account planning.
Is there a way to migrate
from quip to account plans?
It's a really good question.
I don't quite think so.
But we can check and get back to you
on that.
So a conversation around
process technology
trying to figure out
what's the best way,
especially depending on Tim,
how much information
your eight years
are contributing
to their account plans.
I'm sure
there's lots of processes
that go behind that and change manager.
So thank you for that question.
Okay, then
let's go
to John, Conversations Hub,
what can we hide or only make visible
to specific users.
So security
is an important question here.
Not being searchable for all users
but only specific.
What security is it using?
Great question.
So at the base level,
access controls
built into Einstein
conversation insights.
So you can determine
who has access to what calls,
what permissions do people have.
And then all of the features
search hub
signals will all adhere
to the data
access control rules that you set up.
Great.
It's it's all built on the platform.
It's great.
Okay.
One last question,
because I think this one,
this one's pretty fun
when you're talking about account teams
because you never know
who you're going to run into.
So Aubrey
Stacy wants to know if the relationship
map, can have photos.
Oh, I love that.
I don't think so.
But they are based on contacts,
so I think that's a great feature
request.
Yeah, I think, yeah, yeah,
I get it logged in.
Well,
I just have to say
this was a wonderful induction
for me as a first show,
so thank you all
so much for all of your hard
work on behalf of our customers,
as well as taking the time
to show and showcase
what you're working on.
I really appreciate it.
And so does our audience.
So if you have more questions
about what you've seen today,
post them in the trailblazer community
hashtag Salesforce RL
and we'll make sure
to get you an expert answer.
Thank you so much for watching.
Your feedback matters
and helps make our products
and this broadcast better.
So tell us what you thought
of this episode.
Scan the QR link on the screen
to take a short survey as a thank you.
You'll be entered into a sweepstakes
to win one of five
Salesforce certification vouchers,
and we've got lots more to
come on Winter 25.
We're going to take a quick break
and be back at 11 a.m.
Pacific for Salesforce Flow.
And tomorrow we're back at you
with Developer Preview
Service Cloud
and a special bonus
episode featuring health Cloud.
And we'll round it out on day
three with CRM,
analytics and Admin Preview.
And you can catch it all
on demand on Salesforce
Plus coming up later this month.
Discover Agentforce
what I was meant to be.
Make sure to scan the QR code
on your screen to register.
The live launch event
kicks us off on Salesforce
Plus on October 29th at 9 a.m.
Pacific. Here.
From companies
that are using autonomous agents
to take action
and drive results 24 seven
and then get ready to build your own,
you won't want to miss it.
Well, I'm Carolyn bath Hour
and that's all for now.
We will catch you next
time in the cloud.
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Sales Cloud Winter '25
Learn how to simplify your Sales Cloud features with Sales Cloud Go, a new way to turn on Sales Cloud features with one click. Plus, see how the new Einstein Conversation Insights can help sales teams identify and prioritize metrics and conversations.
Starring
- Nomi NarraSenior Product Manager, Salesforce
- Aubrey GavinSenior Product Manager, Salesforce
- Jonah MayDirector, Product Management, Sales AI, Salesforce
- Conner CraneSenior Product Manager, Salesforce
Developer Preview Winter '25
Learn about the latest developer features including how to capture more events with new Data Cloud integration upgrades. See how you can improve developer productivity and code quality with new Lightning Web Components and TypeScript. Plus discover our top innovations in Prompt Builder, Agentforce, and more.
Health Cloud Winter '25
Discover how you can improve productivity and effectively manage patients with the latest Einstein for Health Cloud innovations. Learn how to enhance your CRM Analytics dashboards with interactive, engaging, and actionable content by incorporating Widget Flow Interactions. Find out how to build dashboards and calculate insights with Health Cloud’s Connected Ecosystem.
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