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, explore our new AI-powered conversational assistant - Einstein Copilot, witness the launch of generative AI in Slack, discover a new era of insights driven by generative AI with Tableau Pulse, tune in to the Experts of Experience podcast, and more. Get ahead with the latest Salesforce insights – don't forget to subscribe!

Discover a New Way to Work with Einstein Copilot

Say hello to Einstein Copilot, conversational AI for your CRM. Accelerate deal closures, expedite case resolutions, craft impactful campaigns, and amplify revenue with our cutting-edge AI-powered conversational assistant. Dive in and explore a plethora of AI-infused actions seamlessly integrated into your workflow.

Learn How to Use Generative AI in Slack to Stay Up to Date?

Slack AI is a trusted and intuitive generative AI experience available natively in Slack, where work happens. You can easily tap into the collective knowledge shared in Slack through guided experiences for AI-powered search, channel recaps, thread summaries, and soon, a digests feature. These capabilities will enable you to find answers, distill knowledge, and spark ideas faster.

Explore Generative AI-Powered Insights with Tableau Pulse

Tableau Pulse is now generally available and is free with all Tableau Cloud editions and Embedded Analytics solutions. Make better, faster decisions with trusted generative AI and analytics.

Tune in to the “Experts of Experience” Podcast — Sponsored by Salesforce Customer Success!

On a recent episode of “Experts on Experience,” Jim Roth , Salesforce’s President of Customer Success, shared how Salesforce is continually innovating the customer experience. Listen to the episode to learn how Salesforce uses digital technologies and AI to empathize with and better serve their customers.

Watch and Learn How to Increase Conversions with Data Cloud Double Click

In this 3-minute demo, you'll learn how Data Cloud enables advertising insights, waterfall segmentation, and real-time personalization - helping you increase conversion rates through personalized shopping experiences. Learn more about Data Cloud Marketing.

Learn How to Prevent Ignored Filters and Group Settings From Displaying on the Dashboard After Refresh

Tag along as Eric Praud, an Answers Leader in the Salesforce Trailblazer Community, offers step-by-step guidance on how to allow ignored filters and group settings to display on the dashboard after a refresh.

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