See What’s New with Slack, Marketing, Commerce, and Consumer Goods

Learning Objectives

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

• Describe how to create and automate workflows using new plug-and-play templates and third-party triggers in Slack
  
• Explain how you can integrate and customize sales templates in Slack to automate and optimize sales processes
  
• Explain how to align teams and prompt action by setting up and managing real-time Salesforce updates in Slack
  
• Describe how Data Cloud Communication Capping can control and optimize the frequency of marketing messages
  
• Describe how Bluetooth keyboard connectivity in mobile apps boosts efficiency for field teams in retail execution
  

Workflow Builder Enhancements

Slack

Save time and effort with template and trigger enhancements. Simplified plug-and-play templates make setting up workflows as easy as typing a sentence! Automate processes when something happens outside of Slack with third-party triggers, like PagerDuty. Whenever an incident event is created in PagerDuty, customers can trigger a workflow that adds the right people to a Slack channel, where critical context from PagerDuty is shared directly in Slack.

Sales Templates

Slack

Gain a library of templates for sales processes, including account plans, executive briefings, and more. Customize the templates based on your team’s best practices, and scale them across your organization. Automatically pull in Salesforce account data to remove admin work for sellers.

Event Triggers

Slack

Align your team with real-time Salesforce updates in Slack, ensuring everyone’s on the same page without manual checks. Help sellers prioritize work, foster collaboration, and prompt action with real-time notifications and alerts that keep deals moving forward.

Data Cloud Communication Capping

Marketing

A configurable cockpit controls the frequency of communications that you can send by channel (email, SMS, ads) and audience level (customer, profile, department, company level, geography). Help campaign managers avoid oversaturating customers with marketing messages and optimize marketing budgets across departments and lines of business.

Learn more about Data Cloud Communication Capping.

Rule-Based Dynamic Content

Marketing

Build more personalized emails and create better experiences for customers by customizing content based on known attributes, with dynamic content for the body, subject line, and pre-header.

Opportunity Influence

Marketing

Justify marketing’s seat at the revenue table and prove marketing's impact on the bottom line. Understand how marketing influences sales opportunities using engagement generated directly from the campaign.

Learn more about Opportunity Influence.

Journey Audit

Marketing

Allow marketers to view the entire history of creating, modifying, activating, deactivating, stopping, and deleting a journey. This feature provides insights into marketer activities and helps marketers troubleshoot changes in campaigns.

Hyperforce Canada

Marketing

Marketing Cloud Engagement is now available on the next-generation Salesforce infrastructure architecture. Better serve your customers with data residency control, improved security, and faster development environments.

Business Manager Enhancements

B2C Commerce

Manage global sites more efficiently with a modernized, state-of-the-art user experience for the Business Manager merchandising tool. Improve time-to-value and productivity with new tools and insights and the ability to customize individual screens by role.

Learn more about Business Manager Enhancements.

Salesforce Commerce Bundles

Commerce

Unlock the power of Salesforce Commerce, Order Management System, and Revenue Lifecycle Management to boost revenue by offering convenient, value-packed product bundles. Improve inventory turnover and provide your buyers and shoppers with a streamlined, easy method of ordering related items.

Order Management Enhancements

Commerce

Drive scale, buyer confidence, and ease of use. The new Inventory UI empowers agents to manage inventory in-app without needing a developer. Plus, increase conversion with delivery estimation.

Einstein Account Summarization for Service Agents

Consumer Goods

Help service agents sell more and serve faster. AI-driven account summaries provide agents with a comprehensive view of customer interactions, including top-selling products, in-store compliance insight, transaction summaries, and personalized responses.

Data Cloud for Consumer Goods Enhancements: Retailer Segmentation

Consumer Goods

Use B2B and B2C data to segment retailers into key groups based on industry-specific criteria like visit activity, sales performance, and geography. Run targeted promotions and prioritize field activity according to each segment’s unique needs.

Direct Store Delivery Enhancements: Van Sales

Consumer Goods

Van Sales allows direct store delivery drivers to place product orders in their on-truck inventory. Sellers can place the order with penny-perfect pricing, generate the invoice, and collect the cash payment all from their driver cockpit.

Learn more about Direct Store Delivery Enhancements: Van Sales.

Trade Promotion Optimization Enhancements: Product Clustering and Seasonality

Consumer Goods

Group products based on common characteristics to predict the promotion baseline and uplift more accurately. Use a seasonal product algorithm to predict seasonal performance with fewer historical data points.

Learn more about Trade Promotion Optimization Enhancements: Product Clustering and Seasonality.

Retail Execution Enhancements: Bluetooth Keyboard Connectivity

Consumer Goods

Field teams can now connect Bluetooth keyboards to the mobile app. This allows them to free up screen space and type faster, using the keyboard their team prefers.

Learn more about Retail Execution Enhancements: Bluetooth Keyboard Connectivity.