The Weekend Picklist ☕️ Data Cloud & Einstein 1, Summer ‘24 Release Updates, and Common Case Formulas

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

In today's edition:

• What on Earth Are Data Cloud & Einstein 1 and Why Are They So Important?
• Salesforce Summer ‘24 Release: What to Expect and How to Prepare
• Get Access to Salesforce Einstein Copilot and Prompt Builder Today! 
• Can Salesforce Beat HubSpot & Monday.com With the Release of Salesforce Pro Suite?
• Practical Examples of Salesforce Case Formulas

1. What on Earth Are Data Cloud & Einstein 1 and Why Are They So Important?

So far this year, it’s all been about Data Cloud and Einstein 1 – heralded as the perfect partnership and very much fueled by AI advancements, the two heavyweights are here to stay. 

The figures tell the story best: annual growth may be the lowest on record, but Salesforce stock has increased by 70% over the past year. And Data Cloud itself is the fastest-growing organic product in the CRM’s history, with almost $400M in ARR and 7 trillion (that’s right!) records ingested so far. 

All this makes for a happy Wall Street and, we’re betting, some happy stakeholders too, especially as Einstein 1’s AI capabilities begin to embed.  

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2. Salesforce Summer ‘24 Release: What to Expect and How to Prepare

Yes, we know it’s still Spring ‘24 season, but it’s never too early to start preparing for the next Salesforce release. A number of release updates will be autoenabled at some point, so it’s well worth taking steps to get your own Salesforce org ready for those inevitable changes.

You’ll want to be mindful of making changes in production – perhaps plan these for when your users and/or customers are least likely to be impacted if something does go wrong. As always, enabling changes in a sandbox first is the way to go. 

Here’s what’s in store for Summer ‘24: 

• Allow only trusted cross-org redirections
• Enable EmailSimple Invocable Action to respect organization-wide profile settings
• Migrate to a multiple-configuration SAML framework
• Pass the conversation intelligence rule name as input to a flow
• Run flows in bot user context
• Transition to the Lightning Editor for email composers in email-to-case

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3. Get Access to Salesforce Einstein Copilot and Prompt Builder Today!

Einstein Copilot and Prompt Builder are here at last, and although there’s a price tag attached, there are various ways of getting access:

• Einstein 1 Editions: Salesforce has bundled full access to Copilot and the Einstein 1 Studio into their new Einstein 1 editions (formerly known as Unlimited Edition+). This gives full access to the frontend Copilot chatbot, as well as the Prompt, Model, and Copilot Builder suite of tools.
• Einstein 1 Add-On: Enterprise or Unlimited edition customers can upgrade to access the GPT suite of tools – talk to your account executive and purchase the Einstein add-ons (in the form of Einstein for Sales, Service, and Platform).

• Partner Development Orgs: Salesforce ISVs can get access through the Partner Learning Camp – spin up an org to access the full suite of Einstein Copilot and Einstein 1 Studio tools.
• Einstein 1 Free Trial: Salesforce is offering a 5-day free trial to those who aren’t partners and want to test the water before signing a contract. 

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4. Can Salesforce Beat HubSpot and Monday.com With the Release of Pro Suite?

Attention SMBs… Salesforce is coming for you! With its new and improved Pro Suite (the upgrade to Starter Suite), it feels like Salesforce is looking to increase its 23% share of the CRM market. 

What can you expect to see in each suite? 

Well, Starter boasts Accounts and Contacts, Opportunities, Reporting, Case Management, Email Builder, and payment functionality linked up to Opportunities. Pro then adds to the mix Forecasting, Quoting, and Live Chat, as well as the ability to create custom objects, flows, and approval processes, with access to AppExchange apps. 

Purpose built for SMBs, with guided onboarding, reporting templates, and pre-built dashboards, the likes of HubSpot will be keeping a close eye on Pro Suite – 3,000 customers and counting… 

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5. Practical Examples of Salesforce Case Formulas

We all love a formula for boosting productivity and enhancing the overall user experience in Salesforce. But how about in relation to the CASE function? 

While the widely known IF function checks if a statement is true or false, and returns one of two results, the CASE function verifies whether the actual value of a field, text, or number matches one of the values that went in, returning a corresponding result. The function can be used to return a formula based on a picklist value or to create custom groupings for various use cases. 

Here are some of the most common scenarios which represent the different ways you can leverage the CASE() function across departments and requirements: 

• Use images in formula fields
• Account classification
• Determine the fiscal quarter
• CASE status and response time 
• Combine IF and CASE statements

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