Get more connected teams, data, and AI from our biggest release yet.

Einstein Account Summarization for Service Agents
AI-driven account summaries provide service agents with a comprehensive view of customer interactions including top selling products, in-store compliance insights, transaction summaries, and personalized responses to sell more and serve faster.

Data Cloud for Consumer Goods Enhancements: Retailer Segmentation
Run targeted promotions and prioritize field activity according to each segment's unique needs.

Direct Store Delivery Enhancements: Van Sales
Allows direct store delivery drivers to place orders for products in their on-truck inventory.

Trade Promotion Optimization Enhancements: Product Clustering and Seasonality
Group products based on common characteristics to more accurately predict baseline and uplift of promotions. Leverage seasonal product algorithm to predict seasonal performance with fewer historical data points.

Retail Execution Enhancements: Bluetooth Keyboard Connectivity
Field teams can now connect bluetooth keyboards to the mobile app. Free up screen space and type faster with the ability to use the keyboard your team prefers.

Watch Retail & Consumer Goods demos

Data Cloud for Communications
Generate a robust customer view by ingesting actionable data from multiple back office systems. Enrich console views so any team can take action. Make it easier for IT teams to develop and support integrated views with pre-built connectors.

Salesforce Pricing for Communications
More rapidly configure pricing and offers with a drag and drop pricing editor built on the Agentforce Action Platform. No code configuration allows you to build context rules based on any field in Salesforce, ensuring accuracy and compliance.

Einstein Quick Quote
Generate complex enterprise quotes faster and more accurately.

Service Excellence for Communications: Troubleshooting
Improve agent effectiveness and quickly resolve common inquiries like outages or diagnostics by equipping agents with the right context, scripts, diagnostic tools and network data with TM Forum APIs.

Salesforce Contracts for Communications
Streamline contract creation with pre-approved templates to ensure compliance. Collaborate on amendments and enable intelligent contract authoring and clause generation.

Watch Communications demos

Asset Lifecycle Service Management
Service assets and deploy the right technicians by blending customer and asset data and generate quotes & time estimations from existing work order items.

Enhanced Service Apps
Energy & Utilities Cloud Service capabilities are now deployed on the Salesforce Agentforce Action Platform, enabling Gen AI on Service Apps such as Contact Centre Console or Self Service Portal, and removing the need to install a managed package to activate.

Connected Energy Assets
Connect Energy Consumption and the data from Energy Assets to Energy & Utilities Cloud apps. With Connected Energy Assets, you can automate monitoring, drive proactive service, predict maintenance needs, and optimize performance.

Learn more about Energy & Utilities

Connected Vehicle Enhancements
Leverage new pre-built templates for vehicle telematics event orchestration, and get faster time to value with out-of-the-box remote actions.

Digital Lending for Automotive
Create better vehicle loan and lease experiences with simplified loan origination processes and expedited decision making.

Asset Service Lifecycle Management Enhancements
Manage the entire vehicle service lifecycle within the CRM with one view of active service entitlements or work orders, and visibility into service-related outreach, like recalls or upgrades.

Learn more about Automotive

Intelligent Appointment Management Enhancements
Seamlessly book appointments with multiple providers or assets, like rooms or equipment, ensuring availability of all resources with a single calendar view. Schedule multiple patient appointments in the same time slot based on real-time availability.

Einstein for Health Cloud
Improve quality of care by equipping care managers and admins with AI capabilities to generate summaries of appointments, discharge, benefits, and provider networks. Quickly generate outreach emails and update records with a single prompt.

Provider Network Management Enhancements
Build and maintain efficient provider networks by keeping critical provider information, like rates and contracts, up to date and accurate. Payers can now easily manage large and complex roster files sent by network members.

Home Health Enhancements
Simplify home appointments with a mobile app that allows patients to book, re-schedule or even cancel appointments. Provide real-time visit details including time elapsed and options to get additional support.

Integrated Care Management Enhancements
Save partially completed forms to easily pick up where you left off in a clean list of in-progress assessments. Update care plans automatically with every new health assessment.

Watch demos for Healthcare

Sales Agreement Enhancements
View quantity metrics with decimal flexibility, control quantity spread, and define sales agreements on any day with custom periods, all to minimize revenue leakage and improve accuracy.

Sales Agreement Summary
Einstein for Manufacturing Cloud simplifies deviation, revenue & margin impact analysis, and offers actionable recommendations for sales agreements.

Connected Assets
Monitor performance metrics, enhance safety, and provide remote assistance, improving Asset Lifetime Value through better performance and innovation.

Asset Service Lifecycle Management
Unify asset and customer data for proactive service with real-time insights and AI predictions.

Inventory Search and Transfer
Gain visibility into external inventory. Search field service inventory across locations and transfer stock efficiently.

Learn more about Manufacturing

Media Plan Bundle Enhancements
Effortlessly curate and manage advertising packages across digital, print, radio, and more to deliver comprehensive, integrated proposals that drive advertiser revenue

RFP Ingestion Tool
Quickly extract essential details, generate editable drafts tagged to an opportunity record to speed up turnaround times, and transform ad sales proposals

Watch demos for Media

Information Library
An Einstein AI-powered library with trusted ESG information like an organization's policies and strategies, enabling easy collection, management, collaboration, and approval of ESG data that can be searched and reused across all ESG disclosures.

ESG Reporting Workflow Enhancements
An Einstein AI-powered ESG reporting workflow that automates report generation, ensures visibility into source data, and facilitates collaboration and approval with stakeholders.

Updated ESG Report Packages
The out-of-the-box reporting packages for CDP, ESRS, and GRI with updated reporting standards directives, enabling organizations to meet compliance mandate effortlessly.

Learn more about Net Zero

Talent Recruitment Management
Equip the HR team with tools custom-designed for government organizations to accelerate hiring. Automate application screening, manage job postings, and collaborate. Enhance efficiency with real-time tracking of candidate progress

Talent Recruitment Management - Applicant Portal
Empower candidates to take charge of their hiring journey through direct job applications, easy document uploads, and real-time progress tracking. Offer an intuitive user experience with tools that provide clear visibility into the recruiting process

Investigative Case Management
De-clutter complex investigations and solve them accurately with a purpose-built app through task automation and real-time collaboration. Boost investigative efficiency through holistic view featuring timelines, critical details, and connections

Grantmaking Enhancements
Create, customize, and manage application forms with ease and review progress reports of all grants to keep projects on track and accountable with a unified view designed for optimal reviewer collaboration

Einstein for Public Sector Solutions
Transform scattered data into actionable insight with AI tailored for casework. Enable caseworkers to generate application overviews, identify inspection violations, and create personalized follow-up to bring about successful outcomes

Watch demos for Public Sector

Participant Recruitment and Enrollment Enhancements
Leverage Einstein for Life Sciences Cloud to auto-match candidates to relevant trials. Get a comprehensive view of all the live research studies in your organization, count of patients in each stage of enrollment, and keep tabs on your tasks using the console app.

Financial Assistance Programs
Support financial assistance programs and patient services agents with quicker actions around eligibility checks, copay calculations, and appeals tracking.

Patient Program Outcome Management
Build effective care programs using contextual outcome assessments to measure performance at each stage. Enable program leads to improve adherence with AI-powered outcome summaries and engagement analyses. Equip agents with a complete view of patient, benefit, and payer details with the console app.

Quote and Agreement Automation
Automate the creation of quotes from existing sales agreements and vice versa using a seamless flow. Enable sales team to create or renew quotes and agreements faster using the existing data.

Pharmacy Benefits Verification Enhancements
Improve agent productivity with AI-powered call scripts and benefits summary. Leverage bulk re-verification flow for improved benefits interpretation. Seamlessly create requests and update benefit coverage fields.

Watch demos for Life Sciences

Invoice Management
Automate billing for one-time and recurring charges at scale while streamlining the interface between Salesforce and your ERP.

Usage Management
Seamlessly manage and customize metered usage products, from selection through to post-purchase adjustments via a flexible subscription manager.

Ramp Deals
Structure one or more products within a quote, allowing each ramp segment to be tailored with specific quantities, discounts, and uplifts to provide customers with enhanced flexibility, predictability, and transparency.

Quote and Order Line Groups
Streamline proposal generation and organization by using groups to manage quote and order lines effectively, saving time and providing customer-friendly proposals.

Advanced Approvals
Automate and streamline approval processes with configurable chains, audit trails, and notifications.

Watch demos for Revenue Cloud