See What’s New with Revenue Cloud, Analytics, and Slack
Learning Objectives
After completing this unit, you’ll be able to:
- Explain how to instantly create a renewal quote with Agentforce for Revenue.
- Describe how to access autonomous AI analytics directly in Slack.
- Define how to accelerate time to insight and empower self-service analytics.
- Explain how to bring homegrown systems and on-prem data into Slack’s enterprise search.
Revenue Cloud
Quoting Enhancements
Agentforce for Revenue now supports instant renewal quote generation, enabling faster repeat sales and improved customer retention. Additionally, Ramp Deals with Groups allows users to combine ramped and non-ramped elements in a single quote for a streamlined quoting workflow.
Billing Enhancements
Elevate the customer experience with self-service portals, integrated payments, and improved invoice sequencing. These tools help reduce friction, boost clarity, and accelerate cash flow.
Salesforce Go for Revenue Cloud
Salesforce Go makes it easier to get started with Revenue Cloud. Accelerate deployment, reduce errors, and simplify implementation with a one-click base setup that gets you up and running fast.
Analytics
Tableau Next Concierge in Slack
Uncover analytics autonomously within team conversations. With Tableau Next, you can ask natural language questions about your data and get instant, accurate answers with a visualization from Agentforce. Then, share responses across channels and DMs directly within Slack.
Tableau Next: Data Pro
Accelerate time to insight and access self-service analytics. Data Pro, a Tableau Next prebuilt analytics skill, enables semantic data modeling with Agentforce, reducing manual effort and lowering barriers to data modeling with AI-powered features.
Tableau Semantics Connector
Power Tableau Server with context-rich data by using Tableau Semantics as a Tableau data source. This enables you to explore and visualize data from Tableau Semantics right in Tableau Server.
Slack
Enterprise Search: Custom API Connector
Bring homegrown systems and on-premises data into Slack’s enterprise search. Create Slack apps that define specialized search remote functions in your app manifest, including search queries, filters, and data to generate AI answers.