In this blog, we’ll explore key updates from the Salesforce Admin Keynote at Dreamforce 2024, including the evolving admin role, the introduction of Agentforce for AI-driven app development, advancements in Data Cloud and AI integration and the latest features for Flow Builder.
Here is a quick summary of the key updates from the Salesforce Admin Keynote:
Salesforce introduced Agentforce, an innovative technology that significantly changes low-code app development, at Dreamforce 2024. It allows Salesforce professionals to build conversational AI agents and solve problems. With Agentforce, developers can use familiar tools and skills like Flows and prompts to build agents.
Empowering Admins in the AI Era:
Salesforce is enabling administrators to use Agentforce to make their ideas a reality. Salesforce actively provides admins with the necessary tools and resources for their success.
Enhancements to build low-code builders, App builder, Flow Builder, Report Builder and manage User access: Access Granted By Object Permissions Enhanced User List View management and feature discovery are coming in the Winter ’25 release.
Key Differences Between Traditional Applications and Agents:
Traditional applications have complex interfaces, require user input to guide the process, and follow a predetermined path. Agents, on the other hand, are conversational, AI-driven and can adapt to different situations. Developers can build agents using familiar tools like Flows and prompts.
Data Cloud
Data Cloud will connect and unify your data, then enrich the page layout with the data along with granting and managing user access, it will improve data quality, increase business value, and boost adoption. It will also secure data and access.
Data streams allow us to connect the data from various sources (website, marketing cloud, and CRM) and sync the data right into the Data Cloud.
Key functionalities:
- With a unified customer profile, admins can create richer data-driven experiences.
- Data Cloud-related lists allow admins to display relevant Data Cloud data alongside core Salesforce data, similar to existing Salesforce-based related lists.
- Admins can map Data Cloud data directly into Salesforce fields, keeping everything clean and action-ready. (e.g., copying lifetime value from Data Cloud to a Salesforce contact record).
- A new User Listview allows easier user management with inline filtering, editing, and sharing capabilities.
- Description fields for public groups improve transparency.
- New Data Governance policies in the Data Cloud let admins categorize data sensitivity and manage user access with tags and policies.
Prompt Builder
Dreamforce 24 also showcases how Prompt Builder and Model Builder empower admins to build intelligent solutions and boost productivity.
- Pre-built Templates: Available templates get admins started quickly with prompt authoring.
- Customer Overview Template: This template generates a case summary using all relevant details.
- Resource Picker: Provides access to data connected in Salesforce (record snapshots, related records, etc.).
- Testing & Previewing: Sample cases can test templates and preview model responses and Resolution.
- Adding Prompt Templates to Lightning App Builder:
- Lightning App Builder now features a Dynamic Highlights panel for easy drag-and-drop placement of fields and actions.
- You can apply conditional formatting to fields based on their status, without using custom formulas.
- We can also drag and drop fields and actions to the page without managing in setup.
- Prompt templates can be easily added to pages by selecting a field and binding it to the desired template.
Service Rep Experience:
- Service reps can interact with the prompt template by clicking “Edit” on a specific field.
- A new action “Generate Response” appears, utilizing the chosen prompt template to create a case overview in real-time.
- Service reps can refine the response by interacting with the AI agent and providing feedback (thumbs up/down).
- For future analysis, we can compile feedback data into Data Cloud Reports and Prompt Builder.
Prompt Templates within flows and slack:
- Flow Integration: Admins can integrate prompt templates into Salesforce Flows to provide AI-powered summaries and insights directly within their workflows. Example: A flow can fetch transcript data from an external database and combine it with case details. This information is then passed to a Prompt Template, generating a case overview and sentiment analysis.
- Slack Integration: Prompt templates can be used within Slack record channels associated with Salesforce cases. This enables the generation of summaries and analyses based on case status changes within Slack.
Automating Processes with Flow Builder
- One of the most significant enhancements is the ability to search and filter flows, a long-awaited feature. We can take advantage of this by creating custom list views to categorize their account onboarding flows.
- Additionally, Salesforce is introducing low-code integration for Flow Builder. This will provide pre-built connectors and a user-friendly setup experience for connecting to external services like JIRA, NetSuite, QuickBooks, and other Salesforce orgs.
Also, Learn about lightning URL Hack in Salesforce
FAQs
1. What is the Einstein Trust Layer that Dreamforce 2024 introduced?
The Einstein Trust Layer actively protects sensitive information in chat transcripts. Admins can customize how much information is hidden before AI models process it. This ensures data privacy. Additionally, the Trust Layer can be adjusted to handle different data privacy requirements based on the region and language being used.
2. What are the free certification offerings at Dreamforce 2024?
AI Associate and AI Specialist certifications: These certification exams will be free until December 31, 2025. For more details click here
Conclusion
For Salesforce administrators, Dreamforce 2024 brought innovative advances. While Data Cloud improves data integration and management, Agentforce gives administrators the ability to create AI-powered apps. Flow Builder facilitates automation procedures, while Prompt Builder makes it easier to create intelligent prompts.
These developments give Salesforce administrators the means to lead innovation, boost productivity, and provide outstanding value to their companies in the AI generation.
