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Time Estimate

Topics

See What’s New with Success Plans and Net Zero

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain how to access ongoing support to address any gaps or challenges as you progress with Salesforce.
  • Describe how to get more personalized advice and practical experience through virtual interactive workshops.
  • Explain how to streamline report preparation using a prebuilt CSRD report builder.

Salesforce Success Plans

DORA Support

Financial Services customers can request Salesforce assistance to meet European Union Digital Operations Resilience Act (DORA) Compliance incident management reporting requirements. DORA Support is included for Premier and Signature Success Plan customers. Standard customers can access DORA Support as an à la carte purchase per request.

Customer Success Score Enhancements

The Customer Success Score is a comprehensive measure of your success with Salesforce. We’ve expanded the score to include new clouds and feature usage signals, and we’re laying the groundwork to continue to enhance our user experience.

Success Reviews for Premier

Success Reviews are now available to Premier customers. Premier customers can meet one-on-one with an expert to review progress toward their goals. Together, we review your Success Path, evaluate current objectives, provide updated recommendations, help solve challenges, and make sure you’re maximizing your value with Salesforce. Following the Success Review, you receive an updated Success Path with guidance for your business objectives.

Trailhead Mobile App Enhancements

We’ve improved the Trailhead mobile app with case management capabilities, always-on support, push notifications, view my case, and an org switcher.

Expert Coaching Enhancements

Gain knowledge directly from experts with new ways to learn Salesforce. Virtual interactive workshops and enhanced individual sessions are designed to give you more personalized advice and practical experience.

Net Zero

Intelligent and Automated Report Authoring in Google Docs

The ability to use Einstein to generate ESG reports more efficiently is now available in Google Docs. The plug-in uses internal information you’ve uploaded to Net Zero Cloud to compose answers to questions required for specific reporting frameworks.

Using Einstein generative AI in Google Docs to generate an ESG report

Materiality Assessment for CSRD

Accelerate Corporate Sustainability Reporting Directive (CSRD) compliance with Materiality Assessment. Easily identify, track, and visualize impacts, risks, and opportunities (IROs) with intuitive, autogenerated heatmaps. Ensure audit traceability by mapping IROs to topics in the Information Library.

XBRL Tagging Providers on Net Zero Marketplace

Tag CSRD reports with the XBRL (eXtensible Business Reporting Language) standard by using providers on the Net Zero Marketplace. XBRL tagging allows disclosures to be human- and machine-readable, improving analysis, accessibility, and comparability.

Simplified CSRD Report Setup

Accelerate CSRD compliance with a simplified, quick, and hassle-free report preparation process using a prebuilt CSRD report builder in Net Zero Cloud.

Agentforce for Net Zero Cloud

Agentforce for Net Zero Cloud is a suite of tools designed to create and customize agents specialized in ESG management and reporting. It integrates data, AI, and human actions to complete tasks within an organization. Agentforce for Net Zero Cloud is powered by an organization’s private data and designed to be accurate and secure. It allows for human oversight to mitigate risk, prevent bias, and maintain trust.

Share your Trailhead feedback over on Salesforce Help.

We'd love to hear about your experience with Trailhead - you can now access the new feedback form anytime from the Salesforce Help site.

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