Spring '24 Release Updates: New AI, Data, and CRM Features Unveiled

Great news! Salesforce has just revealed the preview of the Spring '24 release, packed with exciting updates. These changes will officially roll out on February 12, 2024, bringing many new features, including powerful generative AI capabilities. Let's take a closer look at why this matters and what you can expect from the latest release.

Why it Matters:

The Spring '24 release introduces hundreds of new features aimed at helping companies enhance their operations. With the addition of generative AI capabilities, businesses can now bring conversational AI to various workflows, users, departments, and industries through Einstein Copilot. This release also focuses on speeding up work processes with AI and automation while ensuring the security of sensitive customer and company data through Einstein's Trust Layer.

Highlights from the Spring '24 Release:

  • Copilot:

Einstein Copilot, a conversational AI assistant, can now be embedded across all Salesforce applications. This helps teams boost productivity by automating steps or tasks through out-of-the-box actions or custom actions that call Flows, Apex, or MuleSoft APIs.

  • Prompt Builder:

Users can now easily create, test, and refine prompt templates without coding. Additionally, prompts can be grounded with dynamic CRM data, including merge fields and Flow, invoking prompted workflows across the Einstein 1 Platform through Flow, Lightning Web Components, and Apex.

  • Service Cloud Einstein: Search Answers

Using generative AI, this feature quickly surfaces answers to agents' and customers' questions directly in the Community Portal or Agent Console. It provides precise solutions based on trusted Knowledge Articles, ultimately deflecting more cases.

  • Einstein Copilot: Sales Actions

Sellers can now be more productive throughout the sales cycle. From researching customers and prospects to follow-ups after meetings, this feature empowers sales teams to keep their CRM up-to-date seamlessly.

  • Commerce Concierge:

Buyers can use plain language prompts, photos, and unstructured data to easily search for products and receive personalized responses on any digital channel.

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