Salesforce is rolling out a bunch of nifty new features in the latest update to its Data Cloud platform to make data more accessible across its CRM apps.
In the newest release of its Data Cloud platform, Salesforce is offering a fresh set of features that improve data accessibility across its CRM apps and other business systems. The updates give the company’s hyperscale data platform a bit of oomph, letting users craft bespoke customer experiences that combine data from the platform with Salesforce’s Einstein AI to generate predictive insights that speed up business results.
Sat on the company’s core metadata layer, Data Cloud makes it a breeze to pull data from all sorts of places and data lakes into various Salesforce apps and its easy-peasy, low-code platform services.
This mash-up creates a shared vocabulary that smooths out workflows and boosts teamwork while bringing in nifty tools like Salesforce’s Flow for automation, Lightning for UI, and Apex for tailoring things just right.
Cool new bits like Related Lists and Triggered Flows let channel partners add customer engagement data from website visits to a customer record, with an auto alert pinged over to a sales rep to get on the case.
Loads of businesses are wrestling with data fragmentation and silos that muck up essential tasks. A recent study shows 81 per cent of IT business leaders are up against issues caused by data silos.
Salesforce’s Data Cloud brings customer data together across the company, allowing organisations to use that data for AI-driven insights that help create personalised customer experiences.
David Schmaier, Salesforce’s President and Chief Product Officer, said the update was key to integrating enterprise data and enhancing AI applications.
“Salesforce Data Cloud is the first data platform that not only brings data together from across the company but also taps into this neat data to power the AI and apps businesses use daily,” he said.
The Data Cloud Spring ’24 release is showing off a bunch of key features that make using data and getting insights a piece of cake:
• Data Spaces: This lets customers split up data, metadata, and processes for different company needs, including adhering to the rules.
• Model Builder: This tool helps you create predictive AI models using Data Cloud data, with choices for no-code, low-code, and pro-code wizards.
• Data Cloud Related Lists: Integrates Data Cloud data across the Einstein Platform, beefing up CRM records with bang-up-to-date engagement data.
• Data Cloud Copy Fields: Let customers shift insights from Data Cloud into their leading CRM, skipping the hassle of complex integrations.
• Data Cloud for Industries Enhancements: This offering offers solutions made just for specific industries, with special tweaks for the finance crowd.
• Data Graphs Enhancements: Makes it dead easy to define relationships between data points and gets you to the crucial customer data without a fuss.
• Service Intelligence: Arms service teams with AI-driven insights to up their game.
• Data Cloud Triggered Flows Enhancements: This feature lets users set up business processes to run automatically based on changes in data points or when certain insight conditions are met.
The new bells and whistles open opportunities for Managed Service Providers (MSPs) and resellers. The company claims that with its platform’s knack for creating richer, more personal customer experiences, MSPs and resellers can buddy up as partners in their customers’ digital transformation adventures and deliver solutions that really make a mark on business outcomes.