Discover the top release features for you.

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Automate workflows and connect data quickly.

  • Drive performance and boost agent productivity
  • Use trusted AI to automatically create emails, replies, and work summaries for sales and service teams
  • Create dynamic forms with standard objects on mobile
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Information Technology

Run tech stacks safely and efficiently.

  • Take control of data privacy
  • Reduce the administrative overhead needed for complex customer document collection
  • Increase service efficiency with new self-service capabilities
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Streamline your data.

  • Enhance the efficiency and speed of data access 
  • Copy assets from your sandbox to production with ease 
  • Level up your digital experiences with headless identity

Find additional features tailored for your industry.

Fleet Management
Streamline fleet operations.

Inventory Management Enhancements
Transfer vehicle inventory across retail locations.

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B2B Quoting Process Visualization
Visualize entire quoting process and surface reports with insights quickly.

New Agent Consoles for B2B and SMB
Reduce operational expenses and improve customer satisfaction.

Enterprise Self-Service Dashboard
Improve efficiencies with single dashboard for quoting and contracting for complex enterprise accounts.

Cart-Based API Services
Increase scalability and performance with cart-based API services in Core.

Dynamic Agent Dashboard
Optimize the customer experience with prebuilt console for all post sales needs.

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Trade Promotion Optimization
Build more actionable account plans to increase margins and revenue.

Account Scenario Planning
Identify the optimal mix of promotions to drive account objectives.

Visual Studio Code-Based Modeler
Simplify the installation, consumption, and maintenance process for faster implementations.

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Clean Energy Program Enhancements
Drive program adoption for energy efficiency, demand management, conservation, and electrification initiatives with workflow automation, personalized intelligence, and real-time data.

Utility Field Service Short-Cycle Mobile Apps
Demonstrate best practices in field service for utility’s short-cycle work use cases with preconfigured field service mobile apps.

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Integrated Onboarding Enhancements
Make onboarding processes quick and easy with new out-of-the-box templates.

Service Process Automation Enhancements
Move faster with an expanded library of prebuilt service process templates, and streamline transaction disputes with a dedicated data model and smart intake.

Financial Goals and Plans
Empower your customers’ financial success using a prepackaged goal capture experience, or integrate goals from a financial planning platform for a complete picture.

Document Matrix
Complex customer document collection, simplified for the admin.

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Home Health Enhancements
Deliver personalized and coordinated care in the home.

Referral Management Enhancements
Streamline referrals from one single system.

Integrated Care Management Enhancements
Deliver human-centered, integrated care delivery.

Advanced Therapy Management Enhancements
Orchestrate intelligent care programs for advanced therapies.

Marketing Cloud Engagement for Health Cloud
Personalize health consumer engagement at scale.

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Warranty Insights
Improve claim processing efficiencies and reduce warranty costs.

Ship and Debit Insights
Get insights about claims and track revenue-to-claim ratios.

Intelligent Document Reader
Digitize and unify the end-to-end document management lifecycle.

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Advertising Sales Management Enhancements:Programmatic Support
Add an extra advertising sales channel on the same platform as direct, increasing capacity and efficiency.

Advertising Sales Management Enhancements:Calendar View
Easily view advertising inventory availability.

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Programs and Project Tracking
Manage individual sustainability programs and track outcomes for clear, actionable insights.

What-If Scenario Analysis Tool
Experience improved forecasting, clearer direction, and more granular what-if analysis.

Enhanced Carbon Accounting
See your renewable energy credits and get more granular input options for fuel and emission factors.

CSRD Report Builder
Leverage social and governance data to meet ESG disclosure requirements.

Emissions Factors Data Availability
Buy and sell third-party ESG data in addition to carbon credits on the Net Zero Marketplace.

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Provider Service Delivery Data Model
Track provider service delivery.

Provider Search
Find the right provider faster.

Constituent Snapshot
Understand constituents in a whole new way.

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Get to know the latest release with highlights, demos, and through our Trailblazer network.

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Take the Release Highlights Trail to skill up in each new product category.

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Sign up for Release Readiness Live to learn more about the latest innovations.

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