Salesforce’s Winter ‘23 Release Notes were 700-plus pages long. This concern executive’s usher summarizes the caller features that, if successfully implemented, tin interaction your business. 

Marketing, Loyalty Programs and Customer Service features from the wintertime merchandise are summarized successful this edition. Part 1 featured updates to Commerce and Sales. 

Perhaps the astir breathtaking update is the caller Ecommerce Marketing Insights App, 1 of the galore caller features wrong the Intelligence platform. 

As digital-first user engagement and transactions proceed to go the norm for brands, ecommerce and selling insights are critical. Thus, selling and commerce teams indispensable travel unneurotic to recognize however selling investments interaction commerce spend. But oftentimes, these teams run successful silos and don’t needfully stock each of their information and insights appropriately. 

The caller Ecommerce Marketing Insights app helps interruption down these silos, allowing teams to harvester their information from the constituent of consciousness and consideration, each the mode done conversion. This helps to summation insights that pass loyalty and retention strategies, arsenic good arsenic optimize engagement and transaction experiences. 

Marketing Cloud supports much third-party integrations

External Actions were updated to alteration marketers to integrate third-party martech apps into Marketing Cloud Engagement. Marketers tin bash each kinds of things each from wrong an engagement workplace program, including:

• Sending an SMS connection to a prospect.
• Registering a imaginable for a webinar.
• Sending retired surveys.

External Actions are afloat customizable and built connected apical of Salesforce Invocable Actions, which provides options from nary codification to afloat codification to physique your ain actions. External Actions tin besides beryllium listed connected the AppExchange, which implicit time, volition supply a increasing room of out-of-the-box tools for selling teams to use.

There were respective enhancements to prosecute loyalty members done journeys and improvements successful gamifying retention strategies successful the latest release. 

You tin present physique stronger subordinate relationships with caller loyalty subordinate badges that tin beryllium displayed connected subordinate profiles and are wholly customizable. Let’s accidental you privation to reward your transmission partners for carrying caller products. You tin specify the badge type, however agelong it’s valid for and the representation you’d similar to usage for the icon. 

Also, you tin further prosecute your customers by embedding Member Engagement Widgets connected outer portals and websites to alteration loyalty programme enrollment, presumption subordinate loyalty accusation and presumption and enroll members successful promotions. The widgets are easy configured based connected your branding needs and you tin make widgets to thrust differentiated subordinate experiences.

One of the reasons you astir apt chose Salesforce is that you’re getting these updates without having to bash immoderate enactment yourself — they’re rolled retired to each Salesforce users nary substance however engaged oregon disengaged from the level they are. While that makes it casual connected the surface, it besides makes it casual to autumn into the trap of not truly paying attraction to them. 

Collaborative lawsuit work added to Service Cloud

One of the biggest items successful Service is upgrades to swarming ability, which enables organizations to collaborate with experts to lick lawsuit issues. The caller capabilities are disposable successful a fewer ways, including:

• An enhanced swarming set-up page.
• The quality to lick issues arsenic a squad straight from Slack with the Service Cloud for Slack app.
• The quality for agents to adhd aggregate swarm members astatine once, automatically adjacent swarms and update swarm grounds names.

The Service level has besides enhanced its capabilities for Facebook Messenger. Services teams present person the quality to present richer lawsuit conversations by creating an extended room of interactive connection components. This makes it easier for agents to stock enhanced links, nonstop questions with static oregon dynamic options and docket appointments. 

Additionally, agents volition present beryllium capable to transportation a league to different cause oregon flow, arsenic good arsenic leverage caller league statuses to way and way messaging sessions much intelligently.

Next release

Throughout the coming year, I’ll beryllium breaking down each of the Salesforce Releases to assistance you amended recognize however they tin assistance your business. Look for my adjacent nonfiction connected Salesforce Spring ‘23 Release soon — the aboriginal preview looks similar it volition beryllium a large one.

Opinions expressed successful this nonfiction are those of the impermanent writer and not needfully MarTech. Staff authors are listed here.