Salesforce for Success Newsletter

Welcome, Salesforce for Success readers! Enjoy self-help content, valuable Salesforce success tips, and the most recent product features.

In this edition, we shine the spotlight on the TSIA STAR awards for Innovation in Customer Success. Discover how the Salesforce Customer Success Score is transforming customer interactions and stay updated on the latest trends, including Large Language Models, Tableau Cloud migration, Mulesoft Anypoint Code Builder, reports and dashboard limits, and more. Get ahead with the latest insights from Salesforce. Don't forget to subscribe!

Salesforce Wins 2023 TSIA STAR Award for Customer Success Innovation

Salesforce , a global CRM software leader, has been honored with the 2023 TSIA STAR Award for "Innovation in Customer Success." This recognition underscores Salesforce's commitment to pioneering customer success strategies and elevating the customer experience.

Salesforce is committed to exemplifying our core values of Trust and Customer Success, and in doing so, we are redefining the way we deliver on this pledge to our customers. The Customer Success Score is a key strategic development that empowers us to provide customers with an objective, quantifiable reflection of their product adoption, customer engagement, and technical health.

? Read the TSIA Case Study

Customer Success Scores Unveiled: The What and How

The Salesforce Customer Success Score measures the current state across three key pillars of success:

1. Product Adoption: This pillar measures how effectively customers are adopting and using Salesforce products.
2. Technical Health: This pillar measures the health of their Salesforce implementation.
3. Customer Engagement: This pillar measures how customers are consuming Salesforce resources available to them.

The Score is based on relevant signals in each success pillar and is measured against Salesforce-defined best practices and customer benchmarks. The Score also offers valuable suggestions and actionable insights to enhance product usage and overall performance in specific areas.

?? Customer Success Score Overview

?? Customer Success Score Overview Video

How to Unlock the Power of Generative AI Without Building Your Own LLM

Large language models (LLMs) are the foundation for today's groundbreaking AI applications. Instead of training an LLM on a massive dataset, save time by using an existing model with smart prompts grounded in your data. For more information, read the article.

Making the Move to Tableau Cloud with Tableau Blueprint

Learn how Tableau Blueprint gives you an overview and roadmap to migrate from Tableau Server to Tableau Cloud. Tableau Solutions Success Architect Director George Peck walks through the Tableau Blueprint to get you there. For more information, read the article for more information.

Salesforce Announces MuleSoft Anypoint Code Builder – Now Generally Available

Anypoint Code Builder is an integrated development environment (IDE) that lets developers build APIs and integrations with modern tooling through Visual Studio Code, use natural language prompts to generate code, and access a variety of deployment environment options available for desktop and cloud IDEs.

? Learn more about MuleSoft Anypoint Code Builder

? Download Anypoint Code Builder for Desktop?

Unlocking Insights: The Secrets of Reports and Dashboards Limits

During data analysis, it's crucial to stay mindful of dashboard limits and constraints. These parameters impact how you visualize and present data, ensuring that you work within the boundaries set by your reporting tools for a more accurate and effective data analysis process. Read more on limits and allocations.

Disable Ref ID and Switch to Lightning Threading

Discover the latest Email-To-Case threading enhancements! Dive in to learn more about this exciting update.

Cloning Opportunities with Preserved Line Items: A Step-by-Step Guide

Learn how to clone an opportunity while maintaining its opportunity products/line items. Jonathan Fox, an Answers Leader in the Salesforce Trailblazer Community, takes you step by step. Read the article now.

Tableau Desktop Resources for Newbies

Are you new to visualizing data using Tableau? Get a solid starting point with this helpful collection of resources. Katie K. , a Tableau Ambassador, shares expert tips for newbies to Tableau Desktop. Read the article now.

Unlocking Data Access for Business Users in Tableau: A Step-by-Step Guide

Getting the right data to the right people at the right time is a challenge for many users. Matthias Giger , a Tableau Ambassador, takes you through this expert guide to empowering business users with data access in Tableau. Read the article now.

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