See What’s New: Public Sector, Suites, CSG Success Plans

Learning Objectives

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

• Describe the latest features and enhancements for Public Sector, Suites, and CSG Success Plans.
  

Modernize public services and maximize your platform investment with specialized tools, out-of-the-box AI capabilities, and real-time success tracking. By transforming policy documents into executable decision logic and grounding technology adoption in goal-based metrics, these features allow your organization to navigate complex regulatory landscapes while accelerating time to mission value.

Public Sector

Taxpayer Advocate

Taxpayer Advocate gives taxpayers a single view of filings, refunds, payments, and notices, and helps advocates resolve cases faster.

Suites

Agentforce Coworker in Starter Suite and Pro Suite

Agentforce Coworker brings autonomous AI natively to Starter and Pro Suite. It’s connected to your CRM data from day one, with one-click setup and no additional cost.

CSG Success Plans

Objective Based Scoring

Score what matters most—your key business goals—right within your Salesforce products.

Goal-Based Recommendations

Get clear, actionable recommendations to reach your key business goals faster.

Technical Health Scores Weekly Refresh

Your Technical Health score now updates weekly, not monthly.

Salesforce Health Insights

Available for Signature customers as an app within Salesforce, Health Insights give you recommendations on how to improve your org health based on Salesforce standards.

Success Plans for Slack

Success Plans are coming to Slack. Get a full range of innovative tools, guidance, and support from a team of experts to drive real value from Slack, your AI work platform.