Salesforce Data Cloud Spring ‘24 Release
Introduction
Salesforce has unveiled the Data Cloud Spring ’24 Release, introducing innovations aimed at enhancing the usability of data within Salesforce CRM applications and platform services. New features like Data Cloud Related Lists and Data Cloud Triggered Flows allow users to seamlessly access and automate customer engagement data across Salesforce, from website interactions to individual customer records.
Data Cloud facilitates the integration of data from diverse sources or data lakes into everyday business applications. Leveraging Salesforce’s foundational metadata layer, Data Cloud provides a unified language that integrates all Salesforce applications and platform services, including Einstein AI, Flow for automation, Lightning for UI, and Apex for customization.
Why it matters?
The significance of this lies in addressing the pervasive challenge of data fragmentation and silos, which hinder crucial business tasks such as enhancing customer experiences. Salesforce Data Cloud serves as the pioneering data platform that not only consolidates enterprise-wide data but also harnesses it to power AI and applications integral to daily business operations.
David Schmaier, President and Chief Product Officer at Salesforce, underscores the transformative potential of this unified data-CRM approach. By combining rich customer data with CRM capabilities, businesses can create personalized experiences and leverage Einstein AI services for predictive insights grounded in trusted data.
This integration of data and CRM empowers customers to deliver real-time, personalized experiences while tapping into the full potential of AI-driven insights.
Latest updates in Salesforce Data Cloud Spring ‘24 Release
- Data Spaces is now Generally Available (GA): With Data Spaces, customers gain the ability to logically segregate data, metadata, and processes, catering to departmental, regulatory, and compliance requirements.
- Model Builder is now Generally Available (GA): Customers can now opt for an LLM or construct an AI model tailored to specific tasks. Model Builder offers a no-code, low-code, and pro-code approach for companies to develop predictive AI models trained on their Data Cloud data. Additionally, for generative AI, customers can choose from LLMs managed by Salesforce or bring their own models. Predictive and generative AI models from Salesforce partners, such as Amazon Bedrock, Amazon SageMaker, Anthropic, Cohere, Databricks, Google Cloud’s Vertex AI, and OpenAI, are also accessible, enabling businesses to train select models on Data Cloud data without the need for data migration.
- Data Cloud Related Lists is now Generally Available (GA): This feature enables the surfacing of Data Cloud data across the Einstein 1 Platform in a Related List on any Salesforce Object. B2B companies can now enrich their leads, contacts, and account records with real-time engagement data from Data Cloud instantly.
- Data Cloud Copy Fields is now Generally Available (GA): With Data Cloud Copy Fields, customers can display insights generated in Data Cloud directly in the core CRM, eliminating the necessity for complex data integrations and custom development. This feature allows customers to copy data from a Data Model Object or Calculated Insight Object into a field on the Contact or Lead record.
- Data Cloud for Industries Enhancements: Customers can leverage pre-built connectors, data models, calculated insights, and data kits to power industry-specific AI, automation, and workflows. Notably, Data Cloud for Financial Services is now Generally Available (GA).
- Data Graphs Enhancements: Data Graphs in Data Cloud now enable customers to define relationships between data points, eliminating the need for SQL queries or manual data joins. With drag-and-drop functionality, users can trace related fields and rearrange relationships effortlessly. Real-Time Data Graphs, currently in pilot, empower brands to access and update key customer data in milliseconds.
- Service Intelligence is now Generally Available (GA): Service teams can derive insights about service quality using AI models to predict the ‘propensity to escalate’ and ‘time to resolve’ cases based on Data Cloud data.
- Data Cloud Triggered Flows Enhancements: With Data Cloud Triggered Flows, customers can automate business processes based on changes in a data point across all Data Cloud data sources or when calculated insight conditions are met. Users can now test and troubleshoot their Flows before activation.
Read more from https://www.salesforce.com/news/stories/data-cloud-tdx-news/
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