Salesforce For Success

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

In this edition, learn how to unlock your data with Data Cloud and how to prepare your data for the AI era, dive into Einstein for Flows, discover Einstein Copilot for Tableau, and more. Get ahead with the latest Salesforce insights and don't forget to subscribe!

New on Trailhead: Unlock Your Data with Data Cloud

Learn how to unify data from across platforms, gain insights, and create meaningful customer relationships with Data Cloud. Dive into 10+ hours of technical content covering setup, segmentation, implementation, and how to prep for your Data Cloud Consultant Certification!

Explore How Teams Tap AI and Data to Drive Revenue as Service Expectations Rise

Did you know service and field service organizations are increasing their investment in AI to meet rising customer expectations and unlock revenue-generating opportunities? You can go ahead and dive right in to explore the Salesforce Report.

Discover 3 Tips to Prepare Your Data for the AI Era

Connecting siloed data is the first step in taking advantage of AI. But knowing how to do that is easier said than done. Phil Nanus, EVP of Salesforce Customer Success, shares his top three tips for cleaning up your data so you can get started in the AI era.

Get to Know Einstein for Flow

Just write instructions that describe what you want to automate, and Einstein generative AI creates a draft flow in Flow Builder. Learn more about Einstein generative AI and trust, terminology, considerations for use, and how to set up to get started.

Put Your Data to Work

Every interaction, touchpoint, and piece of data holds valuable insights that can move your business forward. Salesforce can help you create a unified view of your data, so you can deliver personalized experiences with AI and Data Cloud. Read the guide.

Explore Einstein Copilot for Tableau

Say hello to a new era of data exploration and visualization with Einstein Copilot for Tableau! Transform your analytics game with an AI assistant. Author stunning visualizations and effortlessly wrangle your data with confidence, knowing you have a trusted companion by your side.

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