The Weekend Picklist: Trailhead Coach, Einstein GPT, Outstanding Women in the Ecosystem, and More!

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

1. Einstein GPT Officially Announced

Salesforce has launched Einstein GPT, the world's most powerful, intelligent, generative CRM,?combining public and private AI models with CRM data to deliver auto-generated AI content right within the Salesforce platform.?

Einstein GPT can be used for Slack, sales, service, marketing, commerce, and app builders – making every employee more productive and every customer experience better. Users can ask natural-language prompts directly within Salesforce CRM and AI-generated content is delivered that continuously adapts to changing customer information and needs, thereby saving time.?Data is being pumped into these models in real-time from Salesforce clouds and the Salesforce Data Cloud to ingest, harmonize, and unify all of a company's customer data.

Einstein GPT for Service can auto-generate personalized agent chat replies, generate knowledge articles from past case notes, and auto-generate a natural language summary during case wrap-up.?

Einstein GPT for Sales can auto-generate composing emails, scheduling meetings, and preparing for the next interaction, surface external news for prospect research, add contacts not already in Salesforce, and generate additional collaboration channels.?

Einstein GPT for Marketing can create copy variations for emails and landing pages, surface relevant images and videos, add social media posts to a marketing calendar, and recommend the next best action for a prospect.?

The friction in sales reps wanting to move fast to meet their quota, having to leave Salesforce to send customer communication or do prospecting research, and spending too much time finding information stored in various parts of the CRM has been reduced with Einstein GPT.?

Einstein GPT is certainly big news to land, and it will be interesting to watch how it’s adopted by this range of Salesforce personas.?[Read More]

2. Top 5 Announcements at TrailblazerDX '23

Salesforce’s first ‘major’ conference of the year, TrailblazerDX, took place this past week in San Francisco.?This flagship event focuses on the technical aspects of Salesforce – diving into features, product demos, even dropping new announcements.?

1. Deliver auto-generated AI content within the Salesforce platform with?Einstein GPT?– the product combines public and private AI models with CRM data such as Salesforce’s private AI models. These can be leveraged by customers using features from the Einstein technology layer.?
2. There are now?900 out-of-the-box Flow templates available?for users to build and automate faster to simplify business processes.
3. Flo the Flying Squirrel?was named the new Flow mascot.
4. Soon Salesforce will offer?free Salesforce Integration User Licenses. Until recently, the cost was prohibitively expensive to purchase licenses to be used with various APIs and integrations.?But, having a license per API/integration is best practice.
5. Trailhead is getting a facelift with Trailhead Coach.?The guided path for ecosystem newcomers includes guided learning pathways, free certification exam vouchers, and automatic access to interviews with employers.?isting feature that could help increase your ROI and user adoption – for free.?[Read More ]?

3. New Trailhead Coach

?Salesforce’s free learning platform Trailhead has recently welcomed Trailhead Coach into its folds.?Designed for anyone pursuing a career in the ecosystem, the platform offers a guided learning pathway equipped with self-paced learning, free certification exam vouchers, and automatic access to interviews with employers.?

Trailhead Coach is available to participants of?Salesforce’s Workforce Partner Program ?and?Talent Alliance Career Cohorts .?The network of organizations teach Salesforce skills all around the globe and the career cohorts connect job seekers from underrepresented communities with potential employers.?[Read?More ]

4. [LinkedIn Live] How to Increase Sales User Adoption in Salesforce?

?Salesforce used to be the go-to place for all your sales team’s needs, but is that still the case??Are sales users starting to give Salesforce a case of the cold shoulder?

?Join Ben Asfaha (CEO & Co-Founder of PipeLaunch ), and Ben McCarthy (CEO & Founder of Salesforce Ben ) to explore how users can fall back in love with Salesforce again.

?Join us to learn about:

• What role does data play in this?
• How to leverage the power of apps. Salesforce is the tool not the execution.
• Machine learning and CRM improvement.
• What the future looks for CRMs, and what you can look forward to. [Register ]

5. International Women's Day: Women You Must Follow

On International Women’s Day we celebrate working alongside so many talented, inspiring, and influential women.?Here are ten inspiring women in the Salesforce ecosystem who deserve a shout-out for their contributions to the industry – but this list could easily run into the hundreds and beyond.

?The list includes Lilith Van Biesen , a newly minted Salesforce MVP who is passionate about sharing her knowledge as a certified Salesforce Technical Architect. There is also Sarah Franklin , the Chief Marketing Officer at Salesforce who has been with the company for over 15 years and has a passion for democratizing technology.?

?Also on the list is Stacy O'Leary O’Leary, an independent Salesforce Consultant and frequent blogger who creates easy-to-understand tutorials and has valuable administrative content. Megan Tuano , a Salesforce consultant and founder of the Salesforce Professionals Discord Server, who is an advocate for those seeking a successful Salesforce career, is also included.?

?Finally, Melissa Hill Dees, MBA Hill Dees, Salesforce MVP and founding partner of HandsOn Connect Cloud Solutions, is recognized for her work in the nonprofit sector, co-founding Nonprofit Dreamin and #foodforce , serving on the Board of Amplify and FoodBank USA, and co-running Campfire Stories with Stacey.?[Read More ]?

6. Salesforce Summer '23 Release Date & Preview Information

Salesforce's Summer '23 release is just around the corner, and it's essential to be prepared.?There are two primary things to keep in mind: 1) how to prepare your sandbox, and 2) when your instance will be upgraded.

It's crucial to test all of your org's primary use cases before your production instance is upgraded to ensure everything works correctly. Although Salesforce's releases rarely have major bugs, it's still crucial to perform these checks.

The Summer '23 release date assigned to your org will depend on your Salesforce instance, with the main release weekends being on May 6, June 3, and June 10, 2023. You can find out the specific date for your instance by visiting Salesforce Trust.

It's also important to know how and when your sandbox will be upgraded, as this is the first chance to test your system on the new release. Most sandboxes will be upgraded on May 6, 2023, although the exact dates depend on whether your sandbox is a "Preview" instance or a "Non-Preview Instance."

?Salesforce's release notes are the most anticipated aspect of the release cycle, offering the first look at the new features and upgrades. The date for the release notes has not yet been announced, but keep an eye out for updates to stay informed.?[Read More ]?