The latest Salesforce enhancements in content management, customer engagement and data security.
The Salesforce Winter 2024 release brings many enhancements designed to improve user experience and streamline business operations in content management, customer engagement and marketing strategy.
This edition highlights enhancements in personalization, data optimization and the evolution of the Marketing Cloud.
Boosts to content management
Salesforce continues improving content management and customizable dashboards, along with enhancements in sales capabilities, personalization and online payment methods.
CMS workspace
You can now reference CMS content from both enhanced and non-enhanced CMS workspaces. Previously, content referencing was limited to enhanced CMS workspaces with enhanced Lightning Web Runtime (LWR) sites, which was time-consuming and costly. Now, you can reference back and forth, all within your CMS workspace.
Salesforce AI Lightning Web Component (LWC)
Marketers can now showcase products often purchased with the new Salesforce AI LWC. It can display frequently bought products to facilitate cross-selling and upselling.
You can also apply visibility rules to variations of the same component, allowing you to show or hide components dynamically based on platform data. This will help deliver better, more personalized experiences for various audiences.
Payment links and B2B Commerce
Generate payment links, directing customers to a Pay Now page with multiple payment method options. This feature is particularly valuable for B2B Commerce, enabling customers to pay invoices as soon as the final total, including shipping, is calculated.
Personalization improvements
With the introduction of the 10-image carousel, marketers can present more tailored personalized products and subsequently increase revenue. This carousel can be dragged and dropped directly into an email without coding, providing efficiency and innovation.
We’re also seeing improvements with Einstein AI Solutions. Einstein can now personalize content and outreach based on live weather conditions, such as the anticipated forecast for precipitation and temperature. For example, your customers in Florida can receive an email promoting hot weather clothing, while customers in Vermont can receive outreach featuring fall sweaters.
Customer experience enhancements
Customer communication gets another lift in the winter ‘24 release. We’re seeing improvements that enhance customer engagement and efficiency in managing accounts and marketing efforts.
Marketing Cloud Engagement
To help marketers work more efficiently and catch issues, the platform now automatically and practically gives configuration warnings, pulling out data not configured correctly and helping you optimize the customer journey and limit hiccups in real time.
Additionally, with the acquisition of Slack, Salesforce is continuing to integrate more and more with cross-cloud programs — making scanning and detecting errors ahead of time, improving back-end functionality and identifying mistakes before go-to-market possible.
Order placement in the service console
Customer service representatives can now place orders for customers directly from their service console without requiring an Order Management license. Agents no longer need to switch windows to complete an order on a customer’s behalf.
Dynamic Forms
Dynamic Forms is now supported on hundreds of Lightning Web Component-enabled standard objects. This means a smoother admin experience, faster page performance and the ability to control what users see based on visibility rules, expanding its use beyond just custom objects and a limited number of standard objects.
Transferring dashboard ownership
Now, instead of creating a new dashboard when a user leaves the company, you can simply transfer ownership of the existing dashboard to another user without having to clone and rebuild it.
Quick actions on related lists
Your users can create related records for items in the list without leaving the page and perform mass updates for up to 100 records.
Insights on data security
Unified data is yet again empowering innovation. In this release, we’re seeing features related to security, reporting and forecasting, which are all essential for data management, analysis and decision-making.
Security
With Permission Set Assignment as the primary object, you can create a custom report type that allows you to view all users assigned to a custom Permission Set or Permission Set Group.
There’s also a change to improve Permission Set visibility with all enabled objects, users and field permissions displayed on a single page. You can also view a count of how many Permission Set Groups a Permission Set belongs to.
Reporting
With the power of Account Share object reporting, you can discover who’s tapping into accounts from sharing. You can also report on who has been added to various public groups or roles.
Forecasting
Managers can utilize Manager Judgments to filter out opportunities based on their insight, thereby improving the accuracy of forecasts.
Read the full Salesforce Winter 2024 release notes here.
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MarTechAbout the author
Joe is Vice President, Salesforce Technology at Shift7 Digital. As a member of the Shift7 leadership team, Joe works to craft solutions and architectures that meet ambitious client goals using the power of the Salesforce platform, including product ownership for Shift7’s Industry GTM Accelerators. Joe brings more than 20 years of experience implementing Salesforce and other digital platforms including enterprise solutions and complex technology implementations. He sits on the Salesforce B2B Commerce product advisory board. Shift7 Digital is a Salesforce Ventures-backed agency, revolutionizing the digital experience for manufacturers, distributors, and their customers.
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