The Weekend Picklist ? Top Apps for Professionals, Marketing GPT and Salesforce C-Suite Reshuffle

Every weekend, we’ll be delivering our top headlines – highlights from the previous week for you to enjoy with a cup of coffee!

Top Apps for Salesforce Professionals

Salesforce professionals can improve their productivity, client communication, and project deliveries by using apps to help them organize their responsibilities.?

There are lots on our list for you to take for a spin. Ready? Here we go!?

Useful tools for productivity and communication include Google Workplace and Slack, with Harvest and Kantata aiding in project management and time tracking. Process mapping is streamlined with Lucidchart and Miro. Loom is helpful for video recording and the Lightning Design System plugin for Sketch assists in Salesforce UI design. DocuSign and HelloSign simplify proposal management.

Salesforce functionality can be boosted by various apps. For customization, ORGanizer for Salesforce allows for better org management and Super Round Robin efficiently manages Lead/Case assignments. Metadata deployments are made simpler with Prodly and AutoRABIT.

For data management, Data Loader and ColumnCopy provide robust solutions, and Clouddingo ensures data accuracy and hygiene, thus enhancing overall Salesforce efficiency. [Read More]

Breaking News: Salesforce Announce Marketing GPT

Salesforce introduces Marketing GPT, a significant addition to the Einstein GPT suite, aiming to boost marketing campaign planning, audience discovery, and content creation.?

Marketing GPT enhances efficiency and content personalization by managing time-consuming tasks. Interacting via natural language, marketers can refine results with each interaction, ensuring human decision-making remains central.?

Key features include Segment Creation, enabling rapid audience segmentation with AI recommendations, and Email Content Creation, which auto-generates messages, subject lines, and customizable email components based on successful past campaigns.

Additionally, the tool offers Segment Intelligence for Data Cloud to understand campaign performance relative to audience segments. Rapid Identity Resolution, Segmentation, and Engagement enhance personalization, ensuring up-to-date accuracy of customer identities.?

Lastly, Slack GPT facilitates better collaboration within marketing teams. With these advanced tools, Salesforce continues to augment user experience and productivity. [Read More]

Salesforce Reshuffle their C-Suite with new CRO & CMO

It’s no secret that Salesforce experienced a downturn in 2022 and even lost some key executives, including Co-CEO Bret Taylor, the CEO of Slack, Steward Butterfield, alongside the CEO of Tableau, Mark Nelson. However, the CRM leader has since been on the upswing, having seen a 25% increase in stock price since FY23 earnings.

Salesforce is now set for a C-suite reshuffle. Miguel Milano, a veteran of Salesforce, has returned as the Chief Revenue Officer, while Ariel Kelman, who previously held positions at AWS and Oracle, has joined as the CMO. The current CMO, Sarah Franklin, will now serve as the President and Chairwoman of the Salesforce Advisory Board. Kendall Collins steps in as Marc Benioff's Chief of Staff.?

There is currently attention on Salesforce's Chief Operating Officer, Brian Millham, who seems to be in line to potentially succeed Benioff, as he already manages a significant proportion of Salesforce's employees. [Read More]

Being a Salesforce Developer in the Age of Generative AI

AI advancements are reshaping the role of the Salesforce Developer by helping in day-to-day tasks. Tools like ChatGPT and GitHub Copilot act as technical consultants and pair programmers by providing new architectural insights, generating code, and offering alternate solutions.?

Developers can improve Salesforce org structures, debug errors, and increase productivity by utilizing AI. AI also has potential applications in software quality, including test generation, mutation testing, and image recognition.?

While the perceived novelty of generative AI may cause skepticism, developers are encouraged to embrace its benefits to stay ahead of the curve. Regardless of the occasional shortfall, the ongoing AI revolution presents opportunities for developers to delegate mundane tasks and focus on areas where their skills truly excel. This calls for investing time in understanding what these tools can offer as we adjust to this new era. [Read More]

Salesforce Team Selling: The Ultimate Collaboration Tools

Salesforce continues to optimize the Team Selling experience, with both well-established functionality and new features. This includes Account and Opportunity Teams that permit Account Owners to add colleagues and determine their level of access.

With the upcoming Summer ’23 release, Product Splits will be GA, providing an even more detailed attribution and compensation measure at the Opportunity Product level.?

Furthermore, Salesforce offers Enterprise Territory Management for more scalable and refined account handling, and Territory Planning to optimize the organization of Territories.

Salesforce also brings in Pipeline Inspection for a comprehensive overview of pipeline metrics, and integrates Slack for Sales for rapid collaboration within teams. Salesforce is steadily improving these functions to meet increasingly complex business requirements. [Read More]

Flow Pause Element: The Best Flow Feature You Haven't Heard of Yet

Salesforce Flow enthusiasts might be unaware of the potential uses of the Pause element within their flow designs. A Pause element is similar to a Decision element as it consists of multiple paths, or “Pause Configurations”, that define the scenarios where the flow needs to pause and resume.?

These elements are particularly beneficial in automating actions with specific delays or conditions. However, they are only usable in autolaunched and scheduled flows, not in screen flows. Moreover, each organization can only maintain up to 50,000 paused flow interviews at a time.?

Additionally, a resumed flow interview initiates a batch, which processes in bulk after one hour. It’s worth noting that specific Platform Event types can resume a flow interview. So, when used correctly, Pause elements can enhance flow efficiency and effectiveness by structuring necessary delays. [Read More]