Salesforce for Success Newsletter

Welcome, Salesforce for Success readers! Check out self-help content, valuable Salesforce success tips, and the latest product features.

In this edition, you can learn about the transformative capabilities of the Data Cloud Vector Database, designed to seamlessly unify diverse business data. Then, explore techniques for obtaining more refined AI responses through Retrieval Augmented Generation. Additionally, discover the steps to sign up and start your journey with Data Cloud. Get ahead with the latest insights from Salesforce – don't forget to subscribe!

New Vector Database in Salesforce Data Cloud Will Power AI, Analytics, and Automation Using LLMs with Business Data for Use Across the Einstein 1 Platform

The Data Cloud Vector Database is set to integrate and consolidate all business data, encompassing unstructured formats (such as PDFs, emails, and transcripts) with CRM data. This integration facilitates the utilization of AI prompts and Einstein Copilot, eliminating the requirement for expensive and intricate fine-tuning of Large Language Models (LLMs). Learn more about the integration .

How to Use Retrieval Augmented Generation for Better AI Answers

Retrieval Augmented Generation is a technique that allows you to use semantic search to help generative AI deliver precise answers about your business data. Watch a quick video to learn more about this technique and see how Salesforce can help you get better answers from generative AI.

Take Advantage of Free Access to Data Cloud and Transform Customer Experiences with Data + AI + CRM + Trust

Salesforce customers with Enterprise Edition and above can power their Sales and Service applications with unified customer data. Data Cloud helps your sales team prioritize top accounts and gives your service teams a 360 view of customers by unifying and harmonizing data across multiple sources. Learn more about what is included in this free Data Cloud offering and see if you qualify . Once you activate the product, follow the Get Started with Data Cloud Trailmix .

Get Your Lightning Web Components (LWC) Ready for Native Shadow Document Object Model (DOM) in Spring ’24

The implementation of native shadow DOM in your LWC components will enhance alignment with web standards, incorporate new browser features, and elevate overall performance. See how to prepare your components before the Spring ’24 release.

Improve Tableau Dashboard Load Times at Scale

Enhance your Tableau experience with expert strategies. See how to improve dashboard load times at scale, streamline processes for faster performance, and create a seamless user experience.

Strategic Slack Channel Management for Salesforce Admins

As an admin, being a strong functional leader is one of your core responsibilities. Check out Slack channel management best practices designed to help you elevate engagement and drive action.

How To: Closed-Won Opportunities Percentage in Monthly Case Analysis

Discover how to calculate the percentage of Closed-Won opportunities out of the total cases opened in a month . Follow the step-by-step guidance of Mohit Agarwal , an Answers Leader in the Salesforce Trailblazer Community.

A Beginner’s Guide to Metadata API and GraphQL

Calling all admins interested in dashboard details! Gain insights from Amy Wu , a Tableau Ambassador, as she shares expert tips on how to extract calculated fields and pinpoint data sources using Tableau Metadata API and the GraphQL in-browser tool .

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