See What’s New: Financial Services, Healthcare, and Media
Learning Objectives
After completing this unit, you’ll be able to:
- Describe the latest features and enhancements for Industries, including Agentforce Financial Services, Healthcare, and Media.
Discover the impact of innovative technology on Salesforce Industries. Tailoring the tools you use to the nature of your mission is essential to success. These are the latest innovations that help you do just that with new features for subscriptions, inventory, and more.
Financial Services
B2B Account Origination
Banks and credit unions serving SMBs have long relied on slow, manual processes to open business deposit accounts, gathering business data by hand, verifying identity across disconnected systems, and onboarding customers over days or weeks. The prebuilt Business Deposit Intake Template in Digital Origination delivers an OmniScript-powered application journey that covers business checking, savings, and CD accounts, with configurable KYB/KYC verification and onboarding orchestration capabilities. Banks now onboard SMB deposit customers digitally in minutes, with far less manual effort and a configurable template that reduces implementation time.
Run My Day
Agentforce surfaces each advisor’s highest-priority clients, tasks, and alerts each morning so that every day starts focused, not buried in systems. Run My Day is an AI-curated daily workspace that eliminates decision fatigue at the start of every advisor’s morning. Autonomous agents evaluate client signals like attrition risk, life events, portfolio thresholds, outreach gaps, and market triggers and surface the highest-priority items organized across four focus areas: Retain, Grow, Service, and Comply. Taking action invokes additional agents to execute downstream tasks. The result: advisors start every day knowing exactly who to call and why, and firms can scale personalized, proactive service across a larger book of business without adding headcount.
Enhanced Client Details
Enhanced Client Details is an agent-powered view of every client and household that combines financial data, relationship context, life events, activity history, and AI-generated insights into a single unified record. Two purpose-built profiles, Client and Household, give advisors everything they need before a client conversation, including meetings, cases, life events, portal activity, financial goals, portfolio performance, and relationship mapping. A Client Pulse component surfaces AI-driven insights and recommended next actions. Advisors walk into every conversation fully prepared and spend less time searching across systems and more time building the relationships that grow AUM.
Healthcare
Home Visit Caregiver Briefs
Reduce prep time and post-visit admin with Agentforce. Before a visit, Agentforce pulls together patient history, prior visit notes, medications, and care plan information from the electronic health record (EHR) into a single structured brief, so caregivers arrive prepared and informed. After the visit, caregivers simply record a voice memo. Agentforce transcribes and summarizes it alongside structured report data to produce a complete, ready-to-submit visit summary–eliminating manual write-ups and reducing post-visit documentation time.
Home Care Ambient Capture
Ambient listening captures patient interactions in real time, and AI pre-fills assessments from the transcript so clinicians leave every visit with documentation nearly done.
Media
Media Plan Subscriptions
Media companies that sell data and analytics subscriptions alongside ad campaigns have long had to manage two separate quotes in two separate systems. That workflow adds time to every deal and friction to every advertiser relationship. Media Plan Subscriptions lets planners add subscription-based services directly to a media plan alongside digital banners, TV spots, and other ad products. The system automatically calculates end dates and billing frequency based on the product’s configured term, so planners don’t have to do the math. The result is a single, unified quote that covers the full deal, and an advertiser experience that’s simpler and faster to close. That’s the kind of connected, end-to-end efficiency that keeps customers subscribed.
Read-Only Media Plan Access
When every stakeholder who can view a media plan can also edit it, campaign data integrity is always one accidental keystroke away from a problem. Read-Only Media Plan Access lets administrators grant view-only permissions to designated users and user groups so that planning, sales, and operations teams can all see exactly what they need, but planners retain full control of the record to keep deal cycles clean and UAT phases protected. Trust in the data Agentforce acts on starts with controlling who can change it.
Inventory Calendar Status Indicators Enhancement
Ad sales planners depend on the Inventory Calendar’s color signals to make fast, accurate decisions on available inventory. When those colors don't render correctly, every availability check slows down and deal velocity drops. The Inventory Calendar Status Indicators Enhancement fixes the color rendering logic, so green, grey, and red availability signals display accurately and consistently every time a planner opens the calendar. Planners get back the at-a-glance confidence they rely on to keep sales cycles moving. Reliable visual signals mean Agentforce always has accurate inventory context to act on—the foundation of any connected, agentic operation.
Inventory Calendar User Defaults Enhancement
Every session that a sales rep spends manually selecting their Inventory Calendar template is friction that adds up. And a wrong template selection means planning errors that compound across deals. The Inventory Calendar User Defaults Enhancement lets admins assign a default template per user or user group so the correct view loads automatically the moment a rep opens the calendar. Reps go straight to their territory view, every time, with no manual setup required. Removing workflow friction helps ensure that the data Agentforce acts on is always accurate and rep-specific from the start.
Inventory Calendar Timezone Support Enhancement
Global media teams that work across multiple time zones can’t afford inventory date misalignment–when a Tokyo planner and a New York planner see different dates for the same slot, campaign scheduling breaks down. The Inventory Calendar Timezone Support Enhancement adds UTC as a configurable option for date handling in Inventory Management so that every team has a single, consistent date reference regardless of where they’re located. Administrators configure UTC once, and all date fields reflect that shared baseline across regions. Successful businesses depend on data consistency, and for global media organizations, that starts with keeping correct time.