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[MUSIC PLAYING]
What's up?
Hi there.
Welcome.
Welcome to--
Release Readiness Live.
We want to start
off by saying--
Thank you.
Is RRL about to start?
(SINGING) Let's
get it started.
RRL.
It is important to watch
Release Readiness Live so
that you get a
snippet of the coming
attractions of the
functionality that's
coming from Salesforce.
We really focus
on the features
that are going to be most
useful and impactful.
I get to find out what's
new, what's coming.
It's exciting.
It's a way for me to see,
not just read, not just
experience
through webinar,
but see a real
person talking
about what's important.
RRL.
We'd love to hear what
your questions are.
Your feedback
is so important.
I think that's one of
the most amazing things
actually about the
Salesforce ecosystem is
how involved trailblazers
are with the evolution
of our products.
I love getting questions
during Release Readiness
Live.
Sometimes you never know
what you're going to get.
People could ask
potentially anything.
Really helps me think
about things as I'm
developing a feature.
With Release
Readiness Live,
you get the
great opportunity
to actually hear from the
mouths of the people who
spend a lot of
time thinking
about what exactly
you all, as Salesforce
developers and admins, are
actually wanting to see.
And also informs us how
we can improve the product
going forward.
RRL.
The reason why we
stick with Salesforce
is because we feel
like we are heard.
I feel like I'm helping
make decisions, hopefully
good decisions,
that will benefit
all admins,
all developers,
all architects.
That's a good feeling.
I feel like we're
a part of something
greater together.
We'll see you next
time in the cloud.
RRL.
RRL.
Let's get started!
[MUSIC PLAYING]
WELCOME to Release
Readiness Live.
I'm your host, Gillian
Bruce, coming to you
live from San
Francisco where
I'll be joined with
product managers who
are going to show
you the latest
and greatest
innovations coming
with the spring
'24 release.
Now, we might
cover some roadmap
and future-looking
technology
today, so I need to remind
you that you should only
make purchasing
decisions based
on currently
available features
and functionality.
Now, with that
covered, I want
to thank you so much
for joining us today.
By tuning in and giving
us your feedback,
you help make
Salesforce better.
And we have
had a full week
of amazing shows for
Release Readiness Live.
We started with sales
and CRM analytics.
And then we had
service and flow.
And today, we have the
admin and developer
previews.
All of the shows
all week are
going to be
available on-demand.
In fact, a few of
them already are.
So if you missed anything,
after you join us here,
go back and watch
what you missed.
Now, for the
next hour, we're
going to be focusing
on all things admins,
my favorite group.
We're going to be covering
Flow, Prompt Builder,
Einstein Copilot, and
of course, an admin
highlights grab bag from
the amazing lead admin
evangelist, Jennifer Lee.
But before we
get to it, let's
talk about how you can
participate in the show
today.
And I've got a
very special guest
here to join me to
help out with that.
Hi, Ella.
How you doing?
I'm great, Gillian.
This is my favorite
time of the year.
You have been involved
with a lot of Release
Readiness Lives.
Yeah, I'm super excited.
I see a lot of
excitement in the chat,
and I can't wait
to kick it off.
Yeah, people are
already commenting,
which is amazing.
So in fact,
that's a reminder.
So if you want
to participate
in today's show,
we want to get
your questions answered
by our expert PM.
So you can ask your
questions right here
in Salesforce+
in that Q&A tab.
You can also ask
your questions
on the Trailblazer
Community, as well
as on Twitter or X or
whatever we're calling it
these days by using the
hashtag SalesforceRRL.
All right, now,
I think we're
going to kick off
the show because we
got a lot of goodness
to get through.
So to kick us
off, we're going
to start with one of an
admin favorite topic,
Flow, by the one
and only Diana
Jaffe, senior director
of Product Management.
Diana, please
take it away.
Thank you so
much, Gillian.
Hi, everyone.
I'm so happy to be back.
In case you missed
it, I was actually
here yesterday
also talking
with our wider Flow team
and the Flow Release
Readiness Live.
But I know not every admin
has all that extra time
to spare, so
I'm here to do
sort of an in case you
missed it recap really
quickly through what's
new in the spring
'24 release
regarding Flow.
So first off, starting
big out of the gate
is our updates
to screen flows.
There's a really cool
demo in the Flow RRL
if you want to see more.
But just to really
quickly recap,
we are making screen flows
more reactive than ever.
In the last release,
we GAed Reactivity,
but we are not
done until we
make every part of
screen flows, every nook
and cranny as
reactive as possible.
So we've now GAed Reactive
display text, which
I think is really cool.
You can see here you
can change colors
for things as different
values change.
And we've added long text
area and text templates,
as well in this release.
If you want to learn more,
if you're a little behind
the times and haven't
seen the latest
on reactive
screen flows yet,
check out our
Trail Mix for more.
But we're not done
doing really awesome
new exciting things
with screen flows
because we have
an entirely new
exciting feature
called Repeaters
that's going to be in
beta in this release.
So you might be familiar
with this pattern
where you want to
add potentially
an unknown or multiple
number of items.
And you ask the user.
You sort of say all
of those things,
and then you put
this little checkbox
that's like, I want
to add another.
And in your flow,
you do a loop.
You check that checkbox,
and then you redisplay
the screen again.
I think we've
all used this.
We've all done it.
It works, but it's not
the best user experience.
Well, now we
have repeaters.
And what that's going
to allow you to do
is take that form, right,
name, date of birth,
and then we automatically
put that Add and Remove
buttons.
And so the user can
just go in on one screen
and keep adding
those new sections.
This is a really
exciting new way
to make your screen
flows more dynamic.
And it's available as
a beta in spring '24.
But we aren't just doing
cool things in screens.
We realize the
world is getting
more and more complex.
Data-- we keep talking
about big data.
Data is getting bigger.
And so Flow is doing
a lot of things
to make it easier
to handle and ingest
all of that new
big complex data.
One of those things
is our HTTP Callouts.
We're continuing to
invest in this, continuing
to add more new features.
And so the big new feature
for in this release
is the ability to
connect automatically
to your service as you're
configuring your callout
so you don't have to go
in and define your data
structure, worry
about JSON at all.
You can just hit the
Connect button right
there in the builder.
And it's going to go
grab that data directly
real-time from
the system for you
and help you get set up.
I think that's really
cool, especially
if the idea of JSON is a
little bit intimidating.
But once we get
that data, there's
a lot of things we
know admins want
to do with it,
which is why
we are doing a ton of work
to build out Transform.
Every time I see the
Transform element,
it's just more and
more powerful, almost
transformatively powerful.
So in this
release, we have
a bunch of new things.
We have multiple input
sources coming in.
And then once
you're transforming
those values, you're
able to aggregate.
So you can do
roll-ups, like
count the number of items,
sum the number of items,
or put in static
values if you already
know exactly what
you want to set.
That's also still in
beta because there
is just more to come.
There is so much we want
to do with Transform.
And last but not least,
the Salesforce ecosystem
has more data and
is getting bigger.
So we are bringing
Platform and Data
Cloud together using
the power of Flow.
We've been enhancing
our Data Cloud triggered
flows with debug,
with error emails,
a lot of those
goodies we know
you love in Flow today.
But we're also
using flows now
to send back data
to Data Cloud.
So we now
automatically configure
based on your Data Cloud
ingestion configuration
invokable actions
that you can
use to send changes and
updates back to Data
Cloud automatically.
So just a lot of really
exciting big stuff,
both on the screens and
on the back end of Flow.
But it wouldn't be RRL
if I didn't come and talk
at least one more time
about retiring Workflow
Rules and Process Builder.
This has been
a long journey.
Many of you have tuned
in and been here with me
as I've talked about
this in the past.
So I wanted to come
in, give you an update,
and tell you what's next.
So we are saying farewell
to Process Builder
and Workflow Rules.
We turned off the ability
to create a little while
ago.
And we built a
migration tool
to help you move
and migrate.
And I want to share
with you here now--
the official announcement
should come out
in the March time-frame
in our official tech
communications, but you're
hearing it here early.
We are going to announce
an end of support target
for December 31, 2025.
It's been my goal to make
Flow so awesome and so
amazing that you want
to move and to make
the migration so seamless
that it's not a burden
to move.
But I also know
I sometimes
always need a deadline.
And so we decided it
was time to give you
a deadline to say this
is when you really
need to migrate by.
We won't be turning a big
switch off at that time,
but we will no
longer offer support
for it as of
December 31, 2025.
So updates to the
migration tool.
We've continued
to upgrade it.
But one of the
things we've
learned from a lot of
our admins and feedback
is that because it's
going to require
additional testing, this
might be a great time
to revitalize your
automation, review what's
doing.
A lot of us have
miscellaneous things
we don't use
anymore that are
just lingering around in
a workflow rule somebody
wrote 10 years ago.
So check out Jen Lee and
the Automate This podcast
if you want to get some
more tips and tricks
from real world admins.
But we're not done.
We are continuing
to invest in Flow.
All those new features
I told you about,
those are all part
of the new vision.
So once you move
to Flow, expect
this is just going to
allow us to continue
to deliver more
and more value
and help you grow your
business with the power
of Flow.
So before I go, I know
those are all really
cool big things, but they
all require work, right?
They all require you
to need a business
requirement, ingest
data, all of that.
And I know some of you
are very busy admins.
So this is a really quick
recap of five things
that I think you could
use in Flow in spring
'24 today.
First stop, you can
save as a draft.
So now, you can save your
flow even with errors,
even if you
haven't filled out
all your required
fields, which
is going to make it a
lot easier as you're
drafting and going.
Next up, the 5,000 paused
flows limit is gone.
So we are no longer
requiring that.
That's really
important if you
have a lot of screen
flows that are paused,
or if you're using
Flow orchestrations.
Next up, we would love
to just change this,
but that's hard for
a lot of reasons.
We have added a tooltip
on input validation
and screen flows
because that
is the opposite true-false
of validation rules.
And we know this
drives admins crazy.
It's really hard for
all of us to remember,
so we at least put a
tooltip to say reminder,
just so you know, this
is a little tricky.
Then my favorite--
workflow action
email alerts are now going
to show you which flows
use that email alert.
So if you make a
change to the email,
and you want to make
sure that it rolls out
everywhere
properly, you can
go ahead and use this.
And last but certainly
not least, we
do a lot of work
that no one ever sees
on the back-end to
continue to make
Flow function a lot.
And a shout-out to
our engineering team
who spent a lot of time.
We heard from many
of you that if you
have a lot of APEX
invokable actions,
that Actions panel can
take a really long time
to load.
So our team did a ton
of underground rewiring
and work.
And it can be up to
nine times faster.
We also use
this to improve
installing and
upgrading packages
that use Flow to make
that a lot faster as well.
So shout-out to our
engineering team.
Sometimes that stuff can
be a little thankless,
but I know you'll really
appreciate it, especially
if you have that
particular Actions panel.
So that was a really
quick run-through of Flow
and everything
we got going.
Back to you, Gillian
Thank you so much, Diana.
I love that we got
a little sneak peek
at some of the
Flow greatness
that you showed yesterday.
Now, a reminder,
if you want to ask
your questions to Diana,
please do so right here
in the Salesforce+
Q&A tab.
You can also ask
your question
on the Trailblazer
Community using
#SalesforceRRL, as
well as on social using
#SalesforceRRL on X.
Diana, thank you so much.
So much Flow goodness.
So much Flow.
So much Flow.
So much Flow.
Speaking of Flow, I
bet the commentary
is flowing, huh, Ella!
It's really flowing.
Grace broke the
Salesforce+ chat actually
with a JSON Derulo
reference there.
No, no.
So amazing.
And a lot of love
for repeaters
and new validation
features
from the last
release in Flow.
So, so much
excitement here.
I love to hear it.
I want someone to sing
like a Jason JSON--
I know.
If I had a better
voice, I would
try to do that Jason, you
know that auto-tune thing
he does with his name.
But I'm not going to
attempt that live.
Maybe we'll get some
music later in the show.
Yeah.
We can layer that in
on the sound effects.
Do you have any questions
for Diana coming in?
Yeah, there's one from
Salesforce+ from Leia.
And Leia asks, is the
Transform functionality
in Flow meant to
be a replacement
to the declarative roll-up
summary application?
No.
I think that has
some different
characteristics.
I think Transform
is meant to do
a lot more complex things
and be a little closer.
We're looking more
at some of the things
like DataWeave, things
in MuleSoft and Tableau
can do in terms of
transforming data.
So while it does address
that use case, I think--
for some things,
I think that one's
a little more optimized
for that roll-up.
And so we're not
looking to compete.
It's just often part of
a bigger story or things
you want to do
externally is
what Transform is going
to be really powerful for.
OK, well, speaking
of Transform,
we had one of the top
questions yesterday
was a complaint
that we didn't have
a Flow plushy on the set.
Yes.
I heard you brought
a little something.
I brought a little plan.
Well, I wasn't,
in a day, able
to somehow source
a Flow plushy.
But I figured for
all of our fans
out there, if you
can't have a squirrel,
you can still
be the squirrel.
So I am prepared
to offer myself
up or just encourage
any real fans of Flow
out there to just
dress up as Flow.
We may not have a
plushy, but we can still
embrace the power of
the flying squirrel, so.
Salesforce mascot cosplay.
Yeah, exactly.
I love it.
I'm gonna-- you know,
Salesforce bound as Flow
for this Release
Readiness Live.
So we couldn't get
you the plushy,
but here to offer
myself up instead.
I mean, real life Flow.
Real life Flow.
There we go.
Can't have the Flow?
Be the Flow.
All right, I'm
going to ask
you one more question
before we move
on to our next section.
We actually even
had some questions
that we didn't even get to
yesterday during the flow
session.
Oh, my goodness.
So let's ask,
is there a plan
to allow using
filters based
on data from related
objects in Flow triggers?
I would love to do that.
That is a lot of work.
We've definitely
heard that.
It is on my wish list,
but I think given--
so in entry conditions in
record-triggered flows,
we added formulas, which
allows you to do it.
Can be a little slower.
It's a little more
complex to configure,
so we would
absolutely love
to optimize it and
also put in those entry
conditions, put it in
schedule flow triggers.
It's just not a
small amount of work.
So we talked a
lot yesterday
about idea exchange and
getting those points
in there.
So yeah, it's on
the wish list.
But we have to
balance that with some
of the other things
we're trying to do.
OK, well, if you
really want that,
then really put it--
Vote for that.
I really want that.
[INTERPOSING VOICES]
Absolutely.
Love it.
Thank you so much, Diana.
Thank you so much.
Any other fun
things we want
to talk about in the
chat before we move
on to our next section?
I mean, everybody just
loves real life Flow.
And they say be
the Flow that you
want to see in the world.
Be the Flow you want
to see in the world.
And I feel like
that's what
we're doing here today.
There we go.
All right.
Well, we're going
to flow right
into the next section
here of the admin preview.
And this is a really
exciting section.
I hope you all
pay attention.
This is about
Prompt Builder.
And to talk to us
about Prompt Builder,
we have the amazing Tiaan
Kruger, senior director
of Product Management.
Take it away, Tiaan.
Thank you, Gillian.
So I get to talk to you
about one of the hottest
things in tech right
now, generative AI.
What we noticed
here at Salesforce
is that companies
were already
bringing generative AI
into their businesses,
but there was a
couple of struggles
that they were
dealing with in trying
to do that.
First, bringing their
data and integrating it
into the existing
flows that's
there is really
difficult. There's
risks of leaking
your data.
And then, lastly,
putting those
processes back
into the workflows
you already have is
really, really difficult.
So here at Salesforce,
we took on the challenge
to build a
solution for that.
Introducing
Prompt Builder.
So if you've seen some
of the demos that's
out there, it's really,
really powerful,
but it's really
simple to use.
Prompt Builder is
where your instructions
to your AI come
together with your data.
With this simple
resource picker,
you can find any
data that you
want to bring in
and simply merge it
into your prompt template
that is then ultimately
generating a prompt
that's sent to an LLM
to get a response back.
But that's great, but
what about what it looks
like for real users?
So let's actually go
in a little deeper.
So many of the demos
you've seen already
uses generative AI to
generate great sales
emails, like the
one in front of you.
But I'm not going
to show you email.
I'm actually going to show
you something much more
custom.
So I'm going to click
this button over here,
and what it's
going to do--
Flow is everywhere.
So like you just
saw, and I'm actually
going to use a
screen flow here
in a modal on my
contact record.
And what you're
going to see
is it's going to allow
me to pick a product.
And when I pick that
product and I click Next,
it's going to generate
a quick call to action.
This is a call to
action that you
can send via text
message or WhatsApp
to a customer.
And there you go.
You've got a great
call to action here.
Enhance Acme Sugar
Company's customer
experience with
Wong's cocoa nib
infused olive oil.
How great is that?
And every time
you run this,
it will actually
generate a different call
to action.
Now, this is great, right?
So I don't want you
to get caught up
on the particular
use case.
I actually want you
to imagine in your org
what you can do
with generative AI,
and where you
would put it.
The reason that
is very exciting
is because in the GA
that is shortcoming here,
you will be able
to actually create
a couple of
different types
of prompt templates.
You can do field
generation.
You can do
record summaries.
You can do sales emails.
You can also do a thing
called flex templates.
So what's a flex template?
A flex template
allows you to create
a prompt template
that takes data that
is unique to your org.
You can literally create
inputs of data including
custom objects
that you can
pass into your
prompt template
to then use to generate
an interesting response,
like a quick
call to action.
So let's jump to this
template we just used.
And here, you'll see
we've got our instructions
to the LLM here.
All of our merch fields
for the data to come in.
We've got the
preview down here.
And when I
actually run this,
so let's grab that
same product we used.
Actually, let's use
a different one.
There we go.
So you can pick any
product you have there,
and you can actually run
this against the LLM.
You can see on the left
bottom here what actually
was sent to the LLM.
So what was the prompt
that was created.
So it's just
like the prompts
that you would use
in, say, ChatGPT.
But instead of having
going back and forth
to add the data, you
can actually just merge
the data straight in.
And on the right, you
can see the response.
All right.
One more thing
to point out.
One of the things
that I am particularly
excited about
here at Salesforce
is we are LLM agnostic.
We actually bring a
whole bunch of LLMs
that's available for you
right out-of-the-box that
you can pick from so you
can run the right LLM
with your prompt, but you
can also bring your own.
So if you have a specific
LLM you want to use,
you can actually use
it on the one or two
or 20 or 100 prompt
templates that actually
make sense for it.
This allows for
incredible flexibility
in your system.
Now, great.
So we've built a
custom prompt template
or a flex template.
We chose to pass in a
contact and a product,
but how could we use this?
How do we put this
into our workflows?
Well, I'm going to show
you the Flow example,
but these things
are actually
invokable actions.
So anywhere you can
an invokable action,
you can actually
call a flex template.
But let's look
specifically inside
of Flow because this is
an Admin Release Live,
and we want to show you
that you can actually
be a prompt engineer
with no code, just
clicks and a little bit
of instructions to an AI.
One of the very
exciting features that's
coming with RGA
is the ability
to call prompt templates
as an invokable action.
So inside of your
invokable actions list,
you can actually now see
there is a new option
called Prompt Template.
And in this, you can
pick the exact same one
we just had, generate
quick call to action.
And you're going
to see that it's
going to ask us to
pass in the data
that you selected when
you created that flex
template.
What this ends up
looking like is you
can pass in the
contact and the product
that we picked in
our screen flow
and then actually put
out the customer message
that the customer
can then see.
This allows you to
take prompt templates,
generative AI.
Take your data,
your instructions,
put them together, and
put the result anywhere
where a user has a
need for an AI moment
to lift their productivity
and speed up their job.
With that, that
is my demo.
Thank you, Gillian.
Thank you so much, Tiaan.
Very exciting stuff.
I bet you've
got questions.
And believe me-- we
are trying to keep
track of them right here.
So get your question right
now into the chat right
here in the
Salesforce+ Q&A tab,
or you can ask
your question
on the Trailblazer
Community or on X,
Twitter, the twits as I
sometimes affectionately
call it, using
#SalesforceRRL.
OK, Ella, I bet
people are going wild.
What's happening?
There is a lot
of excitement
in the chat about
the possibility
with this new
generative AI tool.
So this is
really exciting.
And we also have folks
on X. Squire says,
what could be better
than going on vacation?
Admin Preview Live
right beforehand.
That's pretty amazing.
So folks are
really excited--
Thank you, Squire.
--to be tuning in today.
I love that.
OK, so let's get
into some questions.
Thank you, Tiaan,
for showing that.
Amazing stuff.
Let's get into
some questions.
The first question
I want to ask you
is, how does the trust
layer protect you
when you're using prompt
templates through Flows
or Copilot?
Yeah, so the trust layer
is incredibly important.
One of the big things
that every customer
I've spoken to has
as a top concern
is how is my data safe?
There's a couple
of different ways
that the trust
layer protects you.
We have zero
retention agreements
with all of our
LLM providers,
so they will not store any
of the prompts you send
or the responses.
It all gets stored in
Data Cloud in your org.
So you have it, which
is really, really good.
We also do masking
of any sensitive data
that we detect on the way
out and on the way back.
So we-- and
we're continuing
to develop that
layer, to add
additional protections
for you, but all of that's
in there so that
you can feel
confident about using
generative AI even
with your sensitive
data and get
great results to lift up
your users' workflows.
Well, trust is our number
one value at Salesforce,
right?
It really is.
So we take it seriously,
especially when
it comes to AI.
Exactly.
So it's good to know.
Ella, do you have a
question for Tiaan?
I do.
Well, first, I just
want to shout-out
that Andrew in the chat
is saying that he's
been using Prompt Builder
for the last three months
and it is game-changing.
So a lot of excitement--
Hey, Andrew.
--being shared there.
He's in the pilot, so.
He's in the pilot.
Christian had a question
on Salesforce+ around
will end users be able
to edit the prompt before
a response is generated?
No.
So it's a little bit
more subtle than that.
Where you use
prompt templates,
it could vary drastically.
They can be
used in Copilot.
They can be used in Flow.
They can be used
in triggers.
There's all different
kinds of ways
that you can integrate
prompt templates
into your system.
So depending on how
the end user decides
to implement that,
there's a decision
that they can make during
that implementation-- can
the user interface with
it or interact with it.
The places where we
have it right now,
no, the user
can't basically
modify or edit the prompt
before it goes out.
And there are security
reasons for that, too.
If you let somebody change
the prompt that's sent,
they can try to override
some of the safety
mechanisms in
there, et cetera.
So generally, no.
Doesn't mean you
can't go build it.
I mean, I just showed you.
You can literally build
whatever your heart
desires.
I love it.
Let them build it.
Let them build it.
OK, we have more
questions for you
before you're out
of the hot seat.
Yeah, sure.
All right.
Are there limits to
how much you can put
into a prompt template?
Yes.
So if you've worked
with any kind
of generative AI,
you know that there
are limits to
how much data
you can send in on a given
request or the responses
you can get back.
Good news is the
LLMs keep getting
bigger and bigger.
You can send more
and more data.
Of course, takes a little
longer to come back.
So what we recommend
is as you're building
and testing your
prompt templates,
make sure that
you're really
thinking about that
data that you pass in.
If that data can grow
kind of unexpectedly,
you may actually run
into some limits.
We're actually working
on some features that's
going to help you
manage that a bit.
That being said, be very,
very data conscious,
especially when you pick
a model that has a smaller
window of data.
So yeah.
I mean, I think that
data conversation
is so important when
it comes to AI, right?
It's making sure the
data is accurate.
Making sure the
data is protected.
Making sure
that it's clean.
So reminder--
best practices.
And generative AI use a
little bit like a person,
right?
It wants to give
you an answer.
And if you don't
give it the data
to give you a good answer,
it'll make something up.
So remember as
you're building
these prompt
templates, right?
So as you get
this tool, and you
get playing with it, make
sure that you protect
your end users by
giving as much data
as the LLM needs to give
you a really good quality
answer and don't
hallucinate.
I love that.
OK, well, thank
you, Tiaan.
We're going to have
more questions for you
and Diana.
Don't worry.
We've still got questions
coming in for you two.
We'll get to that.
We're going to get
to our other section
here next from
the Admin Preview.
And this one--
I mean, speaking
of Einstein and
Prompt Builder,
this one is all about
Einstein Copilot,
some very exciting
new technology.
And to present this to us
is the incredible Carlos
Lozano, director of
Product Management.
Carlos, take it away.
Thanks, Gillian.
Thank you for having
us, and thank you
for tuning in.
I'm excited to be here.
So let's get started.
With Einstein
Copilot, we're
making it easy
and possible
to deploy a trusted
conversational AI
assistant using the data
and processes you already
have in Salesforce.
So let's imagine
I'm a sales rep,
and I'm wondering
what's on my new patch
and how to get
familiar with it.
With Einstein
Copilot, instead
of clicking all
over the place,
I can simply express
these questions
in natural language like,
list all my accounts
and get a useful
generative AI answer
on desktop,
laptop, and mobile.
And because
Einstein Copilot
is conversational, I
can reply with something
like, show me a list
for my open optees
for the second one.
And I'll be understood
in the context
of this ongoing
conversation.
And Einstein Copilot can
also help me take action,
enabling me to
say things like,
no, no, focus on what's
closing this month.
And later saying something
like, and summarize it
for me, please.
And again, I'll
be understood
and get a good result.
Interactions like
this will empower every
team to work faster.
And the amazing news is
that what we're showing
you will be available
out-of-the-box very soon,
which means you'll be able
to bring the efficiency
benefits of trusted
conversational AI
to your business.
But eventually, end users
and admins will discover
a question related to
their business that
Einstein Copilot
cannot answer.
For example, if I reply
with something like,
what can I sell for this
accounts opportunity?
We'll see that Einstein
Copilot does not yet
have this capability.
But this challenge
is actually
a huge opportunity
because it gives us
a chance to talk about how
Einstein Copilot works.
And more
importantly, how you
can adapt it to
your business.
And it all begins here in
Einstein Copilot Studio,
where you can customize
your Einstein Copilot.
And the key way
Einstein Copilot
will do that is through
these library of actions,
these actions that give
Einstein Copilot all
of its capabilities like
finding, summarizing,
and updating records
or drafting emails.
And what you're
looking at here
are just some of the
standard Copilot actions
we're shipping.
But notice, you can
also add your own custom
Copilot actions
to extend Copilot
with new capabilities.
For example,
this is a flow
that this company built
before they were even
thinking about
conversational AI.
And they've been
using it to identify
the most
appropriate products
for each
customer's account.
The flow will
take as an input
the account's name,
which will be extracted
from the conversation.
Then, it will use this
to get the account's
details, industry, and
the products previously
purchased to then
return a list
of recommended
products that
will be relevant for it.
And if you recall,
we asked Copilot
what can I sell for
this opportunity?
And this flow is the
answer to that question.
And how do we give
Einstein Copilot
the ability to
use this flow?
Create a custom Copilot
action and point
to that very product
recommendation flow.
This is almost
the only thing
we need to do to
enable Einstein
Copilot to inherit
the capabilities
of this flow.
But there is still one
critical step remaining.
We need to make
sure we have
good description for
what this flow does
and how it should be used.
And why is this important?
Because Einstein Copilot
is using NLP capabilities
of LLMs to interpret
the user's input,
its library of actions,
and making dynamic
plans to fulfill requests.
And that's it.
Descriptions is
all you need.
And where can we use this?
In the Copilot studio
where we can help
you preview your Copilot
and inspect how it works.
And here, as an
admin, notice
how I was able
to impersonate
how my business
users will interact.
I was able to recreate
the conversation
and how, notice at
every user request,
there's a dynamic
plan and its execution
to fulfill it.
Let's take a look
at that very example
showing biggest
opportunities in how
it was able to understand
that in context
in a multi-turn fashion
and using conversation
history.
Great.
Now, let's go ahead and
add our custom Copilot
action to it.
And let's retry that
original question of, OK,
what products
can I sell here?
And now, what we'll see is
that Einstein Copilot use
its natural language
understanding to not
only understand
their question
but correctly make a
dynamic plan involving
our new action, which then
executed and generated
a useful AI answer
based on a flow
we already have.
So to recap, we
took a quick tour
to showcase how with
Einstein Copilot
the benefits of
conversational AI
will become
accessible to you
with, first, a turnkey
solution and, two,
a turnkey solution
that can then
be extended and adapted
to your business using
the skills you
already have
and the customizations
and automations
you've already
built in Salesforce.
Thank you.
Amazing.
Thank you so much, Carlos.
We've got a lot of
new information coming
your way.
And viewers, I bet you
have a lot of questions.
So please, as a reminder,
ask your questions right
there in the Q&A tab
right here on Salesforce+.
You can also ask
your questions
in the Trailblazer
Community,
as well as on Twitter
using #SalesforceRRL.
Carlos, thank you so much.
That was amazing.
You showed us a lot
of great things.
We're going to get
to some questions.
But first, we're going
to check in with Ella.
Ella, what's going
on in the chat?
There's a lot of interest.
This is definitely a new
technology for admins.
And so I see
a lot of folks
wanting some
more resources
and to learn more.
So very exciting
to see that.
Yeah, and just
as a reminder,
a lot of this
technology is really
new for our community.
And so that's
why we're here.
We're here to help
everyone learn and get up
to speed and get
prepared for when
this becomes applicable
to your business.
You can start learning
now and get the skills
and get a grasp
on the technology.
And that's what we're
doing right now.
All right, so speaking
of that, Carlos,
now you're in
the hot seat.
Let's ask you
some questions.
Sounds good.
All right, so
let's start--
I'm going to start
with a question.
Then, Ella, I'll
throw it to you
because I know there's a
bunch of questions coming
in here.
So I guess on what
you said earlier
from the chat,
where can people
learn more about Copilot?
I think TDX is a great
opportunity for folks
to come and join us.
There will be a number
of breakouts happening.
And also, two workshops
that folks cannot miss
to get hands-on and
Einstein Copilot.
And so Trailblazer DX is
our developer conference,
which is for admins.
It's for developers
and for architects.
It's for all of
our builders.
And it's on March 6 and 7.
So shameless
plug right there.
Come join us.
You can also join
virtually as well right
here on Salesforce+
in fact.
So hope you can make it.
And yes, great
way to learn more.
All right, Ella,
any other questions
coming in for Carlos?
Yeah, Karina in the
Salesforce+ chat asked,
can Einstein Copilot
help fill out records?
Yes, absolutely.
So there's a number
of operations
that you can do with
Einstein Copilot.
And some of the
things we were not
able to show in
this very fast demo
were what type of
actions actually can I
use for Einstein Copilot.
So if you're a Salesforce
admin, a Salesforce
developer, you're already
using APEX and Flows.
And if you're already
using prompt templates,
these are basically
the underlying actions
that can help
you turn them
into conversational
Copilotable actions
that you can use in a
conversational flow.
And so whatever you
do with the Flow
or with an APEX or
with Prompt templates,
you're basically
going to be
able to do it
conversationally
with Einstein Copilot.
So let's dig into
that for a little bit
because you talked
about how Copilot works
with Prompt Builder.
Can you guys unpack
that a little bit more
for our audience?
Absolutely.
Tiaan, you want
to take it away?
I think it would
be a great actually
opportunity to
showcase what
is the next step here.
What could I actually--
we didn't have
time to show it,
but we would
show it, right?
Like, so how does
prompt template
and Einstein Copilot
actually join hands?
Yeah, so that's
a great question.
And Einstein Copilot
and Prompt Builder
is like match
made in heaven.
Prompt templates,
as you build those,
can do all kinds of
clever things, right?
Where you're taking
instructions and data
and bringing them
together to get an action.
But as you're starting to
build those in your org,
if any of those
templates actually
fit the use cases
where a user would want
to discover it in Copilot
and actually run it,
you can just plug any of
those prompt templates
that you have already
built into Flow
and anywhere
else in the org,
and just set them
up just like you
did in your demo.
For that Flow, you can
call a prompt template
and actually have a Prompt
template produce a result
right there in Copilot.
Absolutely.
And for example,
one of the things
we showed in the
demo was the ability
to summarize the
record, right?
This is actually
leveraging
a prompt template
behind the scenes.
You can create your custom
prompt templates and turn
them into Copilot
custom actions
and use them
conversationally.
Perhaps an upgrade
to the demo
that we were
showing, remember
that we were showing
recommended products,
would be to
say, what would
be the next level
of recommendations,
not only I provide
a recommendation
but why are we providing
this recommendation?
And use the power
of prompt templates
to give us that
reasoning, right?
Since all of
the information
is in Salesforce,
we can basically
leverage prompt
templates in that regard.
I love that.
We got these two very
powerful AI tools
that really put admins
in the strategic role
of figuring
out how to best
the uses for
their business is.
And so thank you
both for being here.
And I'm sure
we're going to dig
into lots more
questions, but we
are going to continue.
Because we have one more
section here of the Admin
Preview that we
want to get to.
And that might be one
of my favorite sections.
I'm sorry-- not to--
no shade on any
of you guys.
It might partially be
because of the presenter.
But this last
section is all
about admin highlights
coming in the Spring
'24 release presented
by the amazing colleague
of mine, lead admin
evangelist Jennifer Lee.
Take it away, Jen.
Thanks, Gillian.
I'm super excited to
be in the studio live.
And I'm going to
show you a few more
features that admin
should be excited about.
So first up,
Cross-Object fields.
Bring in fields
from related objects
into your Lightning
Record page
using dynamic forms in
Lightning App Builder.
So for example, you can
bring your account fields
onto your contact
record page.
And you can span two
levels of relationships.
So you can go from
contact to account
to parent account.
And this is a
true-to-the-core request
that covered
35,000 points.
Note that Cross-Object
fields are currently
read-only.
So use those
Cross-Object fields today
and do away with
the form fields
and other workarounds.
Now, we delivered on a key
ask from the Trailblazer
Community with
dynamic actions
on mobile for
standard objects.
So now, you can
configure dynamic actions
on mobile in the
Highlights panel,
as well as the Page
Properties in Lightning
App Builder.
And as you configure
those dynamic actions,
you can view them
at design time
by switching over to
the phone form factor.
Now, this was a
long standing gap
and a true-to-the-core
request,
so we're very excited to
deliver on both features.
Now, wouldn't
it be awesome
if you had an
assistant that
translated formulas for
you and explained them?
Well, relief
is coming soon
for those on Unlimited
and Enterprise editions.
So with Einstein
for Formulas,
you can have
Einstein explain
your configured formulas
in formula fields,
validation roles, and
default values in fields.
So in Spring
'24, you can have
Einstein explain those
configured formulas.
And looking down
further in the roadmap,
in Summer '24, Einstein
will debug and fix
formula errors for you.
That's super cool.
And in Winter '25, you
can use natural language
to describe your
formula, and Einstein
will create it for you.
No more needing to
Google to figure out what
the right syntax to use.
All right, so the
best part about RRL
is the demos.
So we're going to go
and do a quick demo.
I'm in my Mochi
Cupcakes fictional org.
And previously,
when we needed
to bring in fields
from related objects,
we needed to
resort to things
like adding formula fields
or using the related
record component in
Lightning App Builder.
Well, not anymore.
With Cross-Object
fields, you now
go into dynamic forms.
Locate the related
object, then the field,
and you drag it
onto the canvas.
It's that easy.
And because it's in
Lightning App Builder,
you can set
component visibility.
So we're going to say
best method of contact
is email.
Now, notice over
to the left,
we'll see the
breadcrumb path.
And over to the right
in the Page Properties
panel, we'll see
the related object
and the field API name.
Now, mobile just
got even better
with dynamic
actions on mobile.
But first things
first, we need
to go to the Salesforce
mobile app and set up.
And we need to go to
Dynamic Actions on mobile
and enable it.
Then, we're
going to go over
to Lightning App Builder.
And this time, we're on
the contact record page.
So we're in the
Highlights panel.
We're going to upgrade
to dynamic actions.
And I'm going to
add a custom action
that I already created.
And again, because we're
in Lightning App Builder,
we could set the
component visibility.
So I'm going to set it to
form factor equals phone.
Now, if you're only
interested in setting up
dynamic actions for the
Salesforce mobile app,
you can go into page and
then check the box here
to enable page
level dynamic action
for Salesforce mobile app.
So here, I'm going to
configure that view map
action.
And I'm going to add edit.
And note that if you
use the page level
dynamic actions, those
will take precedence
over any dynamic actions
that you configure
in your Highlights panel.
And since we're in
Lightning App Builder,
I can preview
those changes
by going to the
phone form factor.
Now, with all
that excitement
around AI innovations,
I'm really
excited to finally see an
AI tool that helps admins
be more productive.
So I'm an admin.
I need to go in and make
a change to an existing
validation role.
I need to first
understand what
is going on with
that validation role
before I make any changes.
But I may have not
created this formula,
or it might be pretty
complex to figure out.
I can have
Einstein help me
by clicking the
Explain Formula button.
And that will
activate Einstein
and prompt
Einstein to explain
that formula for me.
So Einstein came
back and said
that it validates if
the specified contact
method is selected and
the corresponding contact
field is blank.
Now, I can click
More Details
to get a more detailed
explanation, which
may include field names.
And we can also provide
feedback to the AI model,
right?
Thumbs up if it
was accurate.
Thumbs down to provide
it additional information
as to why it didn't
meet the criteria.
So that's it for
my demo, and I'm
going to kick it
back to Gillian.
Thank you so much, Jen.
Amazing job.
I mean, come on,
Cross-Objects?
Anyway, you're all
going to have questions.
I know you do.
So please, a reminder to
ask your questions right
here in the Salesforce+
chat in that Q&A tab.
Also, you can ask
your questions
on the Trailblazer
Community,
as well as on Twitter
using #SaleforceRRL.
Also, a quick
shout-out, so I know
admins we care a
lot about improving
how our product
is used, making
product enhancements.
We heard a little bit
earlier from Diana
about the idea exchange.
A reminder that
the idea exchange
is very powerful.
Our product
managers really
do use that information
to help them prioritize
what they build in
their product roadmap.
So if there's something
that you're not seeing,
or you have an idea about,
go to the idea exchange.
Put it on there.
Vote about it.
All right, Ella, I want
to check in with you.
What is going
on in the chat?
Oh, my God, Jen, the
chat was just absolutely
lighting up throughout
your presentation.
People were so excited
about formulas.
There's so much.
Yes.
Wow, finally.
Oh, my gosh.
Leah said this is
game-changing, guys.
Holy cow.
And of course, a lot
of excitement as well
for Cross-Object fields.
Someone said,
this is the best.
There it is.
So, so much excitement
there in the chat.
Yeah, mic drop.
Yeah, gosh, if that
Einstein for Formulas
existed when I was
first trying to learn
how to use formulas, uh!
That would have saved so
much time in Googling.
Yeah, 100%.
Yeah.
OK, so, Jen, let's get
to some questions for you
because, I mean, you
and I could go and talk
about that forever.
But I'm sure other people
have things to talk about
that they don't always
get to sit next to
and talk to about.
All right, so let's
start with this question.
Will Cross-Object fields
be available via the Page
Layout Editor?
The answer is no.
So unfortunately,
it is only
available in dynamic
forms in the Lightning App
Builder.
OK.
Thank you for the
clarification.
Ella, do you have
a question for Jen?
Oh, my gosh.
I'm sorting through all
of the questions that
came in here.
Give me a second.
There's a lot.
OK.
All right.
I mean, I can keep going
if you need a minute.
The chat is on fire.
You're keeping Ella
busy, everybody.
OK, I have another
question for you, Jen.
And then, again, about
Cross-Object fields.
Will they support
visibility roles?
Yes.
So as you saw in the demo,
because it's in Lightning
App Builder, and I love
component visibility,
I could be using it over
and over and over again.
But yes, you could set
it at the field level.
I love that.
That's good.
OK, Ella, are
you ready now?
Do you have a question?
I do.
I do have a
question for Jen.
And it actually
comes from someone
who's watching who's
a newer admin who's
saying a lot of
these features
that we've talked about
today, a lot of them
for folks with not as much
admin experience could
seem quite advanced.
Do you have any
advice for folks
who are kind of newer to
the role of a Salesforce
admin and how
they can kind of
prepare for releases
and learn more
about these features?
Yeah, so definitely
read through
my highlights blog on
the admin.salesforce.com.
Great plug.
Yes.
But spend some time
with Release Notes.
I know those could
be overwhelming
because I think they're
like 500 plus pages.
But focus on
the areas that
are important to
your business, right?
And then get a sandbox
and play around with it.
Because the best part--
and to have it like
really sink in--
is to actually go in,
enable it, play around
with it.
And then once
you absorb what's
going into release,
what I used to do
was do lunch and learns
with my business users
and with my overall
team to even like share
my knowledge so that
everybody is up to speed
with the latest release.
I love that.
Yeah.
There's a lot of new
technology coming.
It can be pretty
overwhelming.
And your post
that you put up on
are my favorite website--
admin.salesforce.com
is a great way to
get up to speed
with this release.
And I think
just in general
it's a lot to take
on as a new admin
because our platform
is so robust.
And we have amazing
new AI capabilities.
And we have automation
capabilities.
And it's really-- it can
be a little overwhelming.
But I think between some--
I mean, we have that
Admin Beginner Trail
on Trailhead, which is
a great way to start.
And really just starting
to see the content,
especially we put out
on admin.salesforce.com
is really helpful between
blogs and podcasts.
It's Thursday.
There's a new Salesforce
Admins podcast out.
Download it today.
It's a really
great way to start
to understand some
of these concepts
and how people
are using them.
And I think, Jen,
you hit the nail
in the head with regards
to using a sandbox,
right?
It will be the same for
Prompt Builder and for--
keep me honest, right?
And for Einstein
Copilot, right?
You want to get used
to these technologies
and to this new
way of working.
And sandbox is
the way to do it.
Before you even
roll it out.
100%.
Absolutely.
Yeah, we don't ever
want to test anything
in production, right?
No.
That's just no.
We don't do that.
We don't do that.
All right, Ella,
do you have
another question for Jen?
I do.
My next question for Jen--
let's see here-- can we
use the record detail
component to display the
primary record fields
and use dynamic forms to
show cross object fields
in Lightning Record page?
So we don't recommend
mixing the two
just because
it could result
in unexpected
results behavior.
So stick with
one or the other.
I highly recommend
dynamic forms.
OK, take it from
Jen, trusted source.
OK.
I think now we can open
up the Q&A to all of you
now.
You've all now technically
been in the hottest seat,
but now all the seats are
warm, if not more than
warm.
It's semi-hot.
So let's go
ahead and tackle
some of these amazing
questions that
have come in.
Ella, do you have one that
you want to start with?
Yeah, we can start with
this question from Nathan
on Salesforce+.
Diana, I think this
one is for you.
And Nathan asked, as an
admin, one of the biggest
worries about a
major version upgrade
is having things
overwritten.
Does this release
reset any settings back
to default?
No, we were very
careful about that.
That is a big no-go.
So unless-- the only
times I've seen things
like that happen
are usually
around some kind
of security thing
where we have to
push something out
and then we
attempt to do it.
So in Flow, in
particular, there
is a version in the
Advanced Settings.
So like, for example,
screen flows,
a lot of the cool
stuff I showed
you doesn't work on the
old versions of screen
flows, but we
don't touch those.
So if you don't need
to make those reactive,
those keep running.
But we do recommend
that you upgrade
to at least Version
59 if you want to use
those new features.
So you as the
admin can choose
when to upgrade those.
And that's when Jen was
talking about the release
notes.
The release notes try to
make that really clear.
In Flow, we have
a separate section
around version stuff.
So any time we're
making a change that
would affect existing
or running automation,
we put it in there.
And if something breaks,
things go haywire.
We roll it back, or
we do massive amounts
of communication in those
very rare instances where
it's something
like security
that we can't
continue to sustain.
It's also why I
mentioned that help text.
We have this
weird thing where
it's false instead
of true elsewhere.
We would love to
fix it, but that
would break
everybody's ones that
are assuming it's true.
And if we changed it
in some places and not
others on the
version upgrade,
then it would be really
confusing for builders
depending on which
Flow they're building.
So we end up having
to live sometimes
with the results of
these decisions because
of this.
But it also means we do
take it really seriously.
Yeah.
Yeah.
And it's nice.
I mean, the admins,
like you said,
have the control of
when to use the latest
version--
Use that latest version.
Exactly.
Excellent.
Excellent.
OK.
Well, we got lots
more questions.
So let's see.
This is actually I
think, Tiaan, this
is going to come
back to you.
This is a question
about your demo.
How did you get a
screen flow in a modal?
That's from Kevin
on Salesforce+.
That's a sneaky question.
Yeah, so there's actually
an AppExchange package
that gives this
wonderful ability
to put a screen
flow in a modal.
And why that's not
standard functionality,
I'm not sure.
Maybe some idea exchange--
You might want
to ask somebody.
I'm just saying.
Idea exchange points?
Yeah, it's a
great feature.
And one of the
other things
you can do with
it, which is
going to be very handy
with generative AI,
is you can actually make
a modal pop without them
clicking a button.
So if you, for
instance, have a summary
that you want to pop
up on an account right
before somebody
goes onto a call
or summarize
a case, right,
that somebody
comes in, you
can automatically run
a prompt template right
as the record
loads, which it's
a great little plug-in.
It's free.
And it's built by somebody
here at Salesforce.
And it's really,
really handy.
So yeah, figured it was
handy for me to use.
So maybe some other
people can get some use
out of it, but good spot.
OK.
The Admin Preview
viewers pay attention
to everything.
So there's no sneaking
anything past them.
All right, Ella,
what do you got?
The next question, Diana,
comes to you from Denise
in the Salesforce+ chat.
Will process
builders continue
to work if left alone?
Yes.
So we are not--
like I said,
we're not kind of turning
off a giant light switch
that they just stop
running one day.
But we won't be investing
in bug fixing on them.
So things might
kind of naturally
degrade over time.
I think there's other
retired features
on the Salesforce
platform that
have met similar
fates where they don't
disappear, but they might
run into more problems
or just get more
behind the times.
And also, we want to
protect our support team,
so calling into
support, getting help
with all of those
kind of things.
So we recognize
some of this
might take a long time.
We know admins are
really strapped.
That's why we've announced
this three years ago
to try to give people as
much time as possible,
but we also understand
we can't just sort
of strong arm it, so.
But we do want to
make sure we're
investing our time
in the future, so.
We got till December 2025.
December 2025.
I mean, that's long--
There's plenty of time.
--that's a long time.
All right, Carlos, I have
a question coming to you
about Copilot.
Jenna on Salesforce+
wants to know,
will the admins have
any visibility into what
questions their
users are asking?
Yes, there will be
reporting and logs,
as well, that
you basically
can consume and
can customize
benefiting from the
beauty of having
an open platform.
See what users
are asking, right?
Absolutely.
Better optimizing
for that.
OK.
Yeah.
Great.
That's wonderful.
Ella, what you got?
Diana, I have another
question for you.
You ready?
All right, Ben
wants to know,
does Flow now handle push
notifications to users?
That's one thing
that's holding me back
on Process Builder.
I'm not sure.
I know we have
custom notification
as an out-of-the-box
action.
Jen, do you know if that--
I honestly don't
know the extent
of what that
supports or what
might be available
in the AppExchange.
I know you could do
custom notifications,
but I'm not sure
if you could--
I'm not sure
if that's push.
Ask that in the
Trailblazer Community.
And I'll check
with the team.
I don't know.
Yeah, any of the
questions that either we
aren't able to fully
answer right here,
or we just don't have
time to answer, please
ask them in the
Trailblazer Community.
That lives on beyond
this live show,
whereas the
Salesforce Q&A,
the Salesforce+ Q&A chat
doesn't necessarily.
We are taking
the questions
and putting them
in these docs,
but if you've
got a question,
and also if you're
viewing this on-demand,
please ask it in the
Trailblazer Community.
That way we'll be able
to get an expert answer
for you because that
is where our product
teams are
checking and where
we'll be able to make
sure they're checking.
OK, we have
more questions.
Jen, I'm going to
ask this to you.
And I'm not sure if
you know the answer,
but this is about
Cross-Object fields.
Carl from Salesforce+
wants to know,
will they show
up on reports?
Have you tested that out?
I have not tested
it out, but I
believe the PM
Elizabeth might
be on Salesforce chat.
So if not, then
definitely throw it
into the Trailblazer
Community,
and we'll get that
answered for you.
Yeah, shout-out to
Elizabeth Martin,
the amazing PM who
worked on those features.
So yeah, ask that question
in the Trailblazer
Community, and
we'll make sure
that you get a
follow-up answer.
Ella, what do you got?
I'm just going to
continue my roll
with all these amazing
Flow questions.
But--
You're in the flow.
Yeah, I'm in
the flow here.
Many people
have used flow.
Yeah.
Everything's really
cool that they're doing.
Everyone knows all the--
You'll get a lot
more questions.
I got a lot more.
Nooks and cranny
questions in Flow.
Well, Jen might be
able to help you out
with this one.
This one came
from Salesforce+,
and this person's
new to Flow.
Do you have any tips for
them to learn quickly?
Oh, my goodness.
Anybody on the
panel because Tiaan
had to build a Flow
for his demo, right?
Trailhead Is definitely
the first place.
Yeah, absolutely
Trailhead to start.
It's like so many like
hands-on challenges now.
Yeah, shout-out
to Mark Ross who's
been a community member.
Joined Salesforce
and has been actively
building out Trailheads
for the last year or two
just to support--
One of the original
Flownatics.
One of the-- coined
the term Flownatic.
Yeah.
Any tips from
either of you?
No, I think Trailhead
is fantastic.
I was a Salesforce
admin and developer
for 13 years, and I
lived in Trailhead.
I mean, you learn
so much there.
And that's true for Flow.
It's true for Copilot.
True for Prompt Builder.
There's already trails
out there for it.
There's some hands-on
trails coming maybe soon
for those products.
Forward-looking statement.
Forward-looking statement.
But yeah, that's going
to be the number one
place to learn it.
And then there's just
so many trailblazers out
there that's
willing to share.
Google is a great
resource and--
Yeah.
Community.
Yeah.
And all the
streaming platforms
has amazing
trailblazers out there
teaching each other, so.
Yeah, I always think also
it kind of depends on
how you learn, right?
Different people--
Yeah.
--like, the hands-on
can be really good.
Another strategy that
I've employed because I've
gotten very overwhelmed--
I joined Salesforce
without knowing
the platform at all-- is
focusing on the business
case and what you
need to learn.
And then maybe going to
the community and saying,
if you're not sure which
topics to pick, right?
You're like, I need to
do this kind of thing.
And then they can
say, OK, now's
a good time to learn
about screen flows or LWC.
And you don't
have to worry
about scheduled flows
and back-end automation
unless you're trying to
do this kind of thing.
So I think you don't
need to learn all of Flow
at once.
Like the push
notification question,
there's areas we
all focus ourselves.
So focus on what
you're going
to need for your
business first,
and that can
help ease you in.
I think that's a
really good point.
And I know, Jen, you
talk about this a lot.
Like, think about
the use case
before you even
start talking
about the
technology solution.
I mean, even when it comes
to Copilot and Prompt
Builder, right?
Like, what use
case are you trying
to help before
you actually
start mapping out and
building anything.
Or start with the basics.
Learn from Trailhead
the very basics of Flow.
And then you
don't even have
to focus on
business use cases.
Think of your
own personal--
Personal use cases, yes.
--right?
And get a sandbox and
just play around with it.
And find ways to
understand and learn
about use cases that
other folks are using.
Like, you mentioned-- I
think you both mentioned
Automate This--
Automate This.
--which is an amazing
YouTube series
that Jen hosts, and
that's a great opportunity
to see others use
cases for Flow.
And for me, I'm
someone that learns
by seeing those stories.
And I've found that
super helpful in kind
of building my
Flow knowledge.
See how other
people are using it
and then apply
that to whatever
it is I'm trying to do.
That's a nice plug.
One of the
wonderful things
about the
Salesforce platform
is that you can get a
free environment to play
with for you personally.
And you know, I've been
in Salesforce ecosystem
for almost 20 years.
I still maintain that
org that I go in and try
things out and play
with new technology,
dynamic forums, and all
of these exciting things.
So that's a phenomenal
resource to keep around.
And when it complains
it's going to time out,
just tickle it, and
just keep using it.
It's a phenomenal learning
tool just a hands-on
to go play with it.
Plus, when you go into
interviews for jobs,
you can pull it up
and show the person
what you built.
Yeah.
Look at that.
It's a demo resume.
I love that.
Great advice.
Thank you, everybody.
I bet we have some more
questions, though, Ella,
don't we?
We definitely do.
Diana, no surprise,
another one for you.
You're in the
hot seat, again.
It's the scarf.
Yeah.
The scarf and
the goggles--
[INTERPOSING VOICES]
Get ready for this one.
This is from Wendy.
And Wendy wants to
know-- so Wendy finds
the Workflow Rules and
Process Builder migration
tools very helpful.
But will there
ever be an option
to migrate multiple
at a time to Flow?
Probably not.
I think we want to
modulate our investment
on the tool, which
we know you'll only
use for a limited
time with things we
can do in the long-term.
And what we heard
more from people
is that they wanted
to dynamically
combine three workflow
rules or split things up.
We made it possible to
split up Process Builder.
But things like that
are combination end
up being a lot
more complicated.
And we find that
those are probably
still going to have to
be manually migrated.
Or you are going to
have to go if it's just
wanting to do a bulk,
probably we'll still
have to go through one
by one on each of those
just for how the
back-end works
and saving all
those flows at once.
So probably not on there.
If it's a real hurdle,
maybe talk to us,
but don't wait for it.
We're all about
transparency here.
[INAUDIBLE] this live.
Getting the real answers.
OK.
I'm actually going to
come back to you, Carlos.
We have a question from
Angelo on Salesforce+.
Can you set up
Copilot action
to call a screen flow,
or are the actions
limited to
auto-launch flows?
For the launch, limited
to auto-launch flow.
As a fast follow, we
will be supporting
screen flows absolutely.
OK.
Yes.
It's the Flow,
Einstein, everything
is all together here.
It's weird.
It's like we all had
on the show together
for a reason.
The future is
looking bright.
It sure is.
It sure is.
All right, Ella, what else
do you got over there?
Jen, I think this
one is for you.
Can we relabel these
Cross-Object fields?
Do you know this one?
Currently, no.
OK.
There you go.
And Elizabeth can
elaborate more
in the chat.
OK, let's see here.
We've got one.
This is actually--
I mean, this
is kind of-- we hinted
on this earlier,
but I think this is a good
discussion both for you,
Tiaan and Carlos.
As admins are
just now starting
to think about AI
and how it applies
to their business,
the question
is kind of a general
question we've
seen pop up is,
what at its core,
what do admins need to
know about generative AI?
All right.
So this is actually a
really good question
and actually a really
important question.
So we used to
have shirts that
said accidental admins.
We should now make
sure that says
accidental prompt
engineer, right?
Suddenly, all these
admins, all of you
are going to be put right
in the middle of business
to create prompt
templates and interact
with generative AI.
And there are a
fundamental set
of things that
you absolutely
want to follow.
For instance, I gave
the one earlier.
If you want to build--
if you don't want to have
hallucinations, which
is when the AI
makes up answers,
make sure that
you ground things
with good data,
the right data.
If you ask it to generate
an Airbnb listing,
it will do it for you.
It'll make up the house.
It'll make up the rooms.
It'll make up the plates,
the city, not useful.
But if you give it some
grounding information,
it'll actually produce
a really, really good
result.
Inside of your business
is no different.
And so we already gave
a plug to Trailhead,
but again, we already
have Trailheads up.
And they actually don't
start at Prompt Builder.
They don't start
at Copilot.
They start all
the way back
at prompt engineering.
And they actually teach
you the fundamentals
about what is
hallucinations.
What's an LLM?
How do you
interact with it?
What should be
in a prompt?
What's important?
What's the things you
should think about?
So do those trails now.
They're available already.
And you can get ready for
this revolution that's
coming.
Because I will tell you,
once this feature is
available in your org,
your company is going
to come to you
and say, hey, I
heard you can
put generative
AI in my process
here or here.
Can please do that?
And can you do
it yesterday?
And so go build
those skills now.
But absolutely, go build
those fundamental skills
because it is a
different world.
It is a different
beast altogether.
You can do
incredible things
with very, very
little, but it's
a little bit of
an art for sure
to get these LLMs to do
the right thing if you
want to do repeatedly.
That's the key.
Just because
it works once--
and I didn't
call that out.
Don't do it just once.
Do it multiple times with
multiple pieces of data.
Test it.
Make sure that
it's not just
working once or twice, but
it's working repeatedly.
I love that.
Anything to add, Carlos?
Yeah.
I'll plus one that.
I think the quality of
the data is everything,
right?
Like, I would just
summarize it as garbage
in, garbage out, right?
So I think we have to
start thinking about,
is my data in the
most accurate state?
How are my knowledge
articles looking?
Are they reflecting
my company policy?
The way, you
know, I provide
discounts for products.
What do I want to
expose publicly
to customers, right?
So if the data
is up to date,
you know, and it's
semantically meaningfully
described, it will--
that's basically
80% of the job, right?
So to say.
And you know, what's
amazing is that if you're
able to provide
semantically
meaningful descriptions,
that is the only thing
you need to
basically leverage
Einstein Copilot.
Descriptions is
all you need.
And if only we had
a product that's
really good at cleansing
and harmonizing
your data, right?
Data Cloud, fantastic tool
that works really well.
We don't have Data
Cloud represented here.
But it's a beautiful
tool that actually works
really well with all of
these different tools
because it does help
you clean your data,
harmonize your data, and
then ultimately drive
some really cool
features that's
coming over the next
couple of years,
next couple of
months, actually.
Yeah, forward-looking
statement.
Hey, I was very vague.
You were.
You got that right.
It's a bright future.
That was a forward-looking
statement as well.
Bright future.
You mentioned the
Trailhead resources
that are available
today with maybe more
coming soon potentially.
But there are also a
few blogs and podcasts
as well on the
admin website,
admin.salesforce.com
as well.
That you help author.
Yes.
Yes.
Yeah.
I think they're great.
They help me learn.
Like, I love when we
can write something
about what are
hallucinations.
What is a deep dive
on Prompt Builder?
And then, in
the process, I
get to learn a lot, too.
So those are definitely
good resources,
and I would
recommend two of them
published this week.
So everybody
should definitely
go check those out.
Admin.salesforce.com,
my favorite website.
Now, just as a reminder
to everyone viewing.
You might be like,
hey, it's after 10:00.
Why are they still going?
We are going till
10:15 because we
have so much to cover.
We have so many questions.
So we've still got
about, what, eight,
nine minutes left
of the broadcast.
So please, please, please,
please ask your questions
live here in the Q&A
chat in Salesforce+,
as well as on the
Trailblazer Community.
That's where we'll
get to questions
that we don't
have a chance
to get to right now.
And we're also watching--
well, I'm not watching,
but Ella is watching
Twitter and seeing
what people are
talking about on there
using #SalesforceRRL.
OK, let's get back
to some questions.
Ella, what you
got over there?
Diana, there's a question
for you from Aajay.
Again, thank you
so much for taking
all these questions.
Does Repeater support
lookup fields?
So I'm not the
screenflow's PM.
You could [INAUDIBLE]
if they're not
in the chat, Adam
White and Sam Reynard,
who will
definitively answer.
I think it is.
If not in the
beta, I think
it will be at GA in the
next release or two.
But I think--
Ask it in the
Trailblazer Community.
[INTERPOSING VOICES]
Actually, I'm not sure.
So yeah, I don't want to--
I know the plan
is, I believe,
for it to be
in there, but.
It's on the
roadmap for sure.
It's definitely
on the roadmap.
[INTERPOSING VOICES]
I just don't know
exactly whether it's
in the already done or
not done yet category.
So ask Adam White
or Sam Reynard.
Sam Reynard.
We'll shout them out in
the Trailblazer Community
if you ask your
question there, Aajay.
OK, we have another
question here.
Let's see.
This is a question
about Einstein,
so I think, I mean,
Tiaan or Carlos,
I think either one
of you can take this.
This is a question
from Jason.
Can Einstein be
used to search
to see if an
account name exists
and then assist in
creating that record?
I think that's a
Copilot question.
Out-of-the-box.
So I think what's
interesting to understand
is that Copilot ships with
actions out-of-the-box.
Out-of-the-box, standard
Copilot actions.
And essentially is
a turnkey for you
to do conversational
CRM off-the-bat.
And this is a
typical use case.
What are the other actions
that are out-of-the-box?
So the ability to
basically query
your CRM, the ability
to summarize records,
obviously, update records,
draft and refine emails.
So those are the first
cohorts of out-of-the-box
standard Copilot actions
that we're shipping.
And of course, you will
be able to leverage
your own Salesforce
created custom actions
and turn them
into Copilotable.
As fast follow, clouds
are basically going to be
shipping their very own
out-of-the-box Copilot
actions to basically
solve each and every one
of those vertical
use cases.
Yeah, and if
anyone's tuned
in to the shows
earlier this week,
we saw Copilot actions
for Sales demoed earlier
in the Sales Cloud.
And I think we even talked
a little bit about it
in Service as well.
So there are
lots more actions
on the roadmap coming out.
And so thank you for--
Absolutely.
The ability to,
for example,
chat with your
knowledge base,
an out-of-the-box
Copilot action, right?
So answer questions
on knowledge.
It's a fantastic use
case where we basically
take unstructured
data, which
is the data in your
knowledge articles,
and give you the ability
to chat with that data.
Yeah.
We saw-- we got
a great demo
of that in the Service
show yesterday.
I think yesterday
was Service.
Yes.
So watch it on-demand.
It's available now.
Thank you.
Ella, you got
another question?
Yeah.
And before I do, I just
want to call out the chat
because folks
are also helping
each other answer these
questions, especially
on Repeater.
So thank you, Jonathan and
Gail and everybody else
for jumping in and sharing
your expertise there.
Love that.
Yeah, it's amazing.
Jen, I think this next
one might be for you.
And the question is,
is Cross-Object fields
in dynamic forms
available now?
In the spring release.
Yes.
So once your sandbox
or once your production
org upgrades, then, yes,
it will be available.
Yay.
Love it.
OK, Diana, coming
back to you.
This question is from
Claudia on Salesforce+.
Can the flows in an org
use different versions?
Yes.
OK, great.
One word answer.
Love those on the show.
OK, Ella, you got
another question?
Let's go back.
Diana, I think this is
a question that maybe we
didn't have time to get
to on the Flow broadcast.
For scheduled
flows on debug,
can you provide
an option for us
to select the record
to test against?
I love that question
because we are actually
work-- safe harbor--
we are working
on that currently.
So ideally, coming soon.
Awesome.
I love that.
Coming soon.
OK, well, we got
more questions.
OK, let's see.
We talked about that
one a little bit.
OK, this question
is another one
about Copilot.
All right, so this is from
Dalton on Salesforce+.
Would Copilot give
solutions to the user,
such as if a duplicate
account is shown,
will Copilot suggest an
account or contact merge?
So if there is an action
or invokable action that
already covers
this use case,
then we can turn
this invokable action
into a Copilotable action.
OK.
I like that.
Into a custom
Copilot action.
So the idea is that
think about the actions
and customizations and
automations you already
have in Salesforce.
You will leverage those.
And you will be able to
wrap those and turn those
into custom
Copilot actions.
Of course, we're bringing
you the choice, right?
There's out-of-the-box
functionality coming out
at launch that would
be fed as fast follow
release after release
per cloud and also
for the platform.
But we need to give
you the opportunity
to build on what you
already have, right?
And this is a great
use case for that.
Excellent.
Thank you.
Thank you.
Ella, coming back to you.
Tiaan, the next
question is for you.
Can prompt responses
be localized?
That's a great question.
We have-- so it's
a complex answer
to a simple question.
Localization is a
difficult topic.
So I'm going to try
and keep it high-level.
The LLMs have some
capabilities to work
with multiple languages.
So for instance, you can
ask a prompt template
to respond in
Spanish, for instance.
But you want to be very
sure that the trust
layer already
has the ability
to detect toxicity,
et cetera,
for that language.
So in the Release
Notes, we're
talking about exactly
what languages the trust
layer supports.
We're constantly adding
more, but verify there.
Secondly, sometimes
the response
would need to be localized
depending on the use
case.
For instance, if
you're responding
to a customer via
email, or you're
responding to a case,
you might actually
want to respond in
the end customer's
language versus the rep or
the sales rep's language.
So it's pretty complicated
in terms of how
localization works.
So there are some
capabilities that's
in GA, but there's
more capabilities
coming pretty quickly.
And if you work in more
difficult languages,
for instance, something
like Japanese, where
the existing LLMs
maybe are not perfect,
you can actually look
at bringing your own LLM
in to produce results
that works better
in that language
or that locale.
Again, check the
trust layers.
Really, really important.
The trust layer
is what checks
to see if
there's toxicity,
or if there's issues with
what you're getting back.
And if we don't have that
locale or that language
support in the
trust layer,
we won't catch
things like that.
So I know it's complicated
complex answer.
Localization is always
a really complex topic.
But we have some support.
We'll add more as time
progresses because we
fully understand that,
especially to our AMEA
audience, this is
a really, really,
really big ask.
Yeah.
No, for sure.
I think these are very
important problems
that we're working on.
So obviously, like
language coverage
and also the tone, right?
What Tiaan is
inferring to, right?
So every brand
has their tone
or their personality,
if you will.
And we are working on it
as fast follow, and it's
extremely important.
If you have
multiple brands,
then probably you're
managing multiple tones,
right?
And this is also
something we're
going to have to
factor in, right?
A customer support exposed
Copilot probably has
to be very professional.
But perhaps internally
in your company,
your employee experience,
if your heart so
desires--
It's like talking to
me versus a customer.
I get it.
It's a choice, right?
Yeah.
And those are
important problems
we will be solving as
well along the way.
Excellent.
If you need to respond
as Astro, for instance.
Right.
Astro and Cody will
respond differently,
right?
Exactly.
They will.
As will Cloudy.
Shout-out to Cloudy.
Thank you so
much, all of you,
for putting together
these presentations,
all the work
that your teams
are doing to build
the future for admins
and the ecosystem.
And really appreciate
you taking the time
to be here and answer
all these questions.
If you have a question
that did not get
answered, don't worry.
Ella and I will make sure
that it gets answered.
Ask it in the
Trailblazer Community.
Thank you so much
for joining us today.
Reminder, we've
got one more great
show Release Readiness
Live coming your way
in just a little under
an hour with Developer
preview.
And you can watch all of
the shows from this week
on-demand on Salesforce+.
I hope you have
a great day,
and we'll catch you
next time in the cloud.
[MUSIC PLAYING]
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