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Digital Transformation

Spring ’24 Release – Explore What’s new with the Latest Data, AI, and CRM Features

Today, Salesforce announced that the Spring ʼ24 release preview is now live

Why it matters: The Spring ʼ24 release includes hundreds of new features, including generative AI capabilities. These features will be generally available on February 12, 2024 and help companies:

  • Bring conversational AI to any workflow, user, department, and industry with Einstein Copilot.
  • Accelerate work with AI and automation.
  • Safeguard sensitive customer and company data with Einstein’s Trust Layer.

Highlights from the Spring ʼ24 Product Release:

  • Copilot — Embeds Einstein Copilot, a conversational AI assistant, across all Salesforce applications to help teams be more productive. Now, companies can automate steps or tasks with out-of-the-box actions or create custom actions that call Flows, Apex, or MuleSoft APIs.
  • Prompt Builder — Users can create, test, and refine prompt templates easily without code. In addition, they can ground prompts with dynamic CRM data including merge fields and Flow and invoke prompted workflows across the Einstein 1 Platform through Flow, Lightening Web Components, and Apex.
  • Service Cloud Einstein: Search Answers — Quickly surfaces answers to agents’ and customers’ questions, directly in the Community Portal or Agent Console, using generative AI. It provides precise answers grounded in trusted Knowledge Articles, which will ultimately deflect more cases.
  • Einstein Copilot: Sales Actions — Empowersing sellers to be more productive at every step of the sales cycle as they research customers and prospects, follow-up after meetings, and keep their CRM up-to-date.
  • Commerce Concierge — Companies can simplify B2B purchases with AI-powered conversational selling experiences. Buyers can now use plain language prompts, photos, and unstructured data to easily search for products and get personalized responses on any digital channel.

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