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Learning Objectives

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

  • Describe how to personalize the self-service experience with 24/7 dynamic content, actions, and workflows embedded throughout the customer portal.
  • Explain how to understand campaign impact across channels and touchpoints with custom attribution reporting.
  • Define how to grow revenue and loyalty with a personal shopper assistant on your storefront.

Service Cloud

IT Service

IT Service maximizes uptime with an agentic console for managing internal IT issues, improving IT operations and team success. Agentforce accelerates issues resolution with an employee portal, native Slack integration, incident detection, and root-cause analysis wherever employees work.

Agentic Portal

Turn self-service into a highly personalized concierge experience with 24/7 dynamic content, actions, and workflows embedded throughout the customer portal—including interactive guidance and support to help customers self-serve faster with minimal clicks.

Salesforce Go for Service Cloud

Salesforce Go for Service Cloud makes it easy to discover, set up, and scale service fast. With guided setup, built-in insights, and self-serve tools, teams can launch quickly and deliver exceptional service with minimal complexity.

Marketing Cloud

Flexible Attribution: Marketing Intelligence

Understand campaign impact across channels and touchpoints with expanded custom attribution reporting, which now includes custom conversion data sources.

Automated Path Selection: Marketing Cloud Advanced Editions

Optimize automated journeys in Marketing Cloud by testing messaging, timing, and channels in Flow Builder for Marketers. Automated Path Selections auto-selects the best path based on email engagement and custom metrics like purchases, sign-ups, or webinar attendance.

Automated Path Selection shown in Salesforce Flow

Commerce Cloud

New Shopper Agent Template

Increase revenue and loyalty with a guided shopping agent on your storefront and messaging channels that guides shoppers through discovery to purchase. Promote conversion with agents that mirror the in-store experience.

Catalog Feed for LLMs

The Catalog Feed for LLMs is a native integration that lets you use Business Manager to easily make your product catalog discoverable through popular LLMs. This feature helps shoppers find your products when they search, increasing visibility and driving sales by seamlessly integrating your products into their search results.

B2B Product Configurator

The new native product configurator for B2B Commerce uses Revenue Cloud’s constraint-based configurator and unlocks self-service sales of configurable products and bundles for buyers on B2B storefronts.

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