Salesforce has set a new standard with its Summer '24 release, introducing a variety of features designed to enhance efficiency, streamline workflows, and offer a more user-friendly experience. Let's take a closer look at some of the important highlights in this recent update.

1. Sales Cloud Everywhere + Copilot

Find Prospects across the Web:  Salesforce has introduced a new Chrome extension that helps salespeople enhance their productivity when working with email and the web. It can be installed on any Chrome browser and linked to your Salesforce org. With the Salesforce Summer '24 Release, this feature has been improved. Now, salespeople can easily find matches for their accounts and reach out to leads and personal accounts while browsing the web. If these contacts don't already exist in the CRM system, they can be added with just a few clicks.

Sales Cloud Everywhere Chrome extension panel on the right-hand side.

Personalized Fields: Users frequently request custom fields or pick-list values for customization. With Sales Cloud Everywhere, users can now self-serve and customize the fields that appear within their record view. On the record page, they can choose which fields to display and in what order, enabling them to sell more effectively when working across email and the web.

Einstein Copilot helper: Sales Cloud Everywhere now includes Einstein Copilot, bringing intelligence directly into the platform. This means you can access insights and intelligence on your CRM data from anywhere you work. In addition, sellers can use the Sales Cloud Everywhere Chrome extension to log emails and Gmail and leverage email logging capabilities with the Outlook add-in.

Einstein Copilot helper sumarizes information from the profile page for you and gives next steps options.

2. Prospecting Center

Single view across Customer 360: It's a new application that comes to the Sales Cloud which connects Data Cloud with unified data across the Customer 360 pulling in marketing and sales information. Gives a unified view of all of the prospects.

Identify & prioritize top accounts: While using Prospecting Center, user can identify and prioritize top accounts as a seller and work with the target prospects within those accounts, using segmentation and scores that help reach out to the best prospects.

Filter your accounts using "Segment Filter".

Activate prospects for engagement: Then those prospects can be added to a cadence for follow-up, as well as when the user login on the seller's home, which has all of those other amazing enhancements. Shows which those top accounts are and engage with them based on their engagement score. 

By choosing a customer user can choose a prospect to follow up on using the panels that open after choosing a customer.

Conclusion

With a host of new features and enhancements, this update promises to deliver greater efficiency, more insightful data analysis, and a better overall user experience. Whether you are a developer, an admin, or a sales representative, there’s something in this release for everyone. Stay ahead of the curve by exploring these new features and integrating them into your Salesforce environment today.

More to Explore:

ADMIN PREVIEW: Exciting new features from Salesforce Summer '24

SERVICE CLOUD: Exciting new features from Salesforce Summer '24