15+ New Einstein Features in Salesforce Spring '24 Release
The highly anticipated Spring ‘24 release notes for Salesforce have brought a wealth of new features and innovations for Einstein AI users. In this blog, we've curated a comprehensive exploration of all the new features and updates, showcasing how each one adds value to the convenience of Salesforce users.
Before we dive deep into these updates, here’s a quick 5-min summary for you:
What’s New in Spring 24?
Goals and Recommendations: Offers AI recommendations for efficient store setup and growth.
Commerce Concierge Bot: Comes with advanced conversational product discovery and reordering capabilities.
Smart Promotions: Effortlessly create promotions with Natural Language and Gen-AI.
Page Meta Tags: Enhance SEO performance through optimized Page Title Tags and Meta Descriptions.
Return Insights: Analyzes return reasons and improves product listings to reduce return rates.
Einstein Search: Implement Einstein Semantic Search for improved product discovery.
Segment Creation: Use Gen-AI in Data Cloud to effortlessly create targeted audience segments.
Einstein Search : Enjoy an enhanced search experience with Einstein Search, now enabled by default.
Search Answers: Extract relevant snippets from knowledge articles using Search Answers.
Contracts AI: Simplify contract management, automate digitization of legacy contracts with Contracts AI
Call Explorer and Call Summaries: Gain deeper insights into calls with Call Explorer and Call Summaries.
Einstein Suggestions: Now quickly find contacts from email and event activity using Einstein Suggestions.
Sales Emails: Draft effective sales emails using Gen-AI directly from Sales Cloud inboxes.
Einstein Conversation Mining: Analyze customer interactions, create bot intents with Einstein Conversation Mining.
Work Summaries: Now supports French, German, Italian, Japanese, and Spanish.
Service Replies: Service Replies feature is now Generally Available, supporting multiple languages.
Now that you have a brief idea about all the Einstein updates from Spring 24 release, let’s dive deep and explore what’s inside these updates.
1. Improve Store Performance with Goals and Recommendations
Want to achieve key business goals - boosting site conversion, ramping up site traffic, and increasing average order value? The all-new Goals and Recommendations feature in Commerce Cloud will help you do that. With its guided framework enriched with AI-powered recommendations, this Einstein AI feature allows you to take smart and efficient actions to set up and grow your store faster than ever.
Source: Salesforce.com
2. Commerce Concierge Bot for Optimized Shopping Experience
If you are looking to transform the shopping journey of buyers and shoppers further, take advantage of the Commerce Commerce Concierge Bot, a new feature in Commerce Cloud with superior conversational product discovery and reordering capabilities.
You can now build a robust shopping assistant by creating an advanced bot with the new Commerce Concierge template, connecting effortlessly to a state-of-the-art Einstein AI bot.
Alternatively, enhance your existing bot with the innovative Commerce Concierge bot blocks, empowering customers to authenticate, access multiple accounts, reorder, and leverage Salesforce Einstein features like personalized product discovery and feedback.
3. Create Smart Promotions with Einstein AI
Smart Promotions is yet another feature expected to be rolled out in Commerce Cloud. Powered with Einstein capabilities, this feature allows users to draft Smart Promotions with just a few clicks.
From creating quirky sale captions for upcoming events to writing descriptions, the Natural Language instructions and Generative AI capabilities of Einstein will allow you to create promotions that entice your prospects to click and buy.
Source: Salesforce.com
4. Boost SEO with Einstein for Page Meta Tags
Meta tags are a crucial factor in deciding your page’s SEO score. Use Einstein generative AI to create Page Title Tag and Page Meta Description fields on products. This will help convey essential information about your page to search engines, significantly enhancing SEO performance.
Source: Salesforce.com
To view and manage a product’s page meta tags, open the product record and navigate to the SEO tab.
Source: Salesforce.com
This does not mean, you can’t create page meta tags manually. If you intend to do so, simply go to the SEO tab on a Product record and add tags as required.
5. Decrease Return Rates with Einstein Return Insights
Are high return rates one of your biggest concerns? Now you can improve your product listings and decrease return rates by analyzing return reasons with the Return Insights feature.
You can select up to 20 high return-rate products at a time and Einstein will analyze, sort, categorize, and display the return reasons, giving you a complete overview of the customer return patterns.
6. Bring Products to Customers with AI-Powered Search (Generally Available)
Facing challenges in product discovery? Take advantage of Salesforce’s all-new Einstein Semantic Search, a feature added to help customers easily find products. Semantic search, powered by natural language processing, understands queries, considering synonyms, alternative spellings, typos, and more.
For instance, it seamlessly matches terms like “couch” and “sofa,” or “jumper” and “sweater,” delivering results aligned with the searcher’s intent.
Source: Salesforce.com
Here, the query snack returns results for the semantically similar term energy bar.
7. New Feature to Create and Target Different Audience Segments
Like all Salesforce Clouds, Gen-AI has also made its way into Data Cloud. Now you can use generative AI to build targeted audience segments in Data Cloud with Einstein Segment Creation.
Just describe the target audience, and the Einstein Segment Creation feature will produce a segment in seconds using trusted customer data available in Data Cloud. You can also edit and fine-tune the segment as required.
Source: Salesforce.com
Segment creation in the Data Cloud using Einstein’s Gen-AI capabilities
8. Einstein Search Salesforce is Enabled by Default!
The Einstein Search Salesforce was introduced in 2019 and since then, it has received several updates. In the Spring ‘24 release, it is enabled by default in all Salesforce orgs making the search experience better than ever. Now by just entering your search query in the Global Search Bar, you’ll have access to all the relevant search results.
Source: Salesforce.com
Note: If this feature is not enabled in your org, ensure the DoNotAutoEnable flag is turned off.
9. Search Answers From Knowledge Articles
Finding answers to complex inputs and phrases did not always give the desired outcomes before. From the Spring ‘24 release, Salesforce is enhancing the user search experience with the Search Answer feature.
Just type in your question or phrase in the global search bar, knowledge sidebar, or an Experience site and the Search Answer will extract the most relevant snippet from your knowledge articles to create a summarized response tailored to your question. For now, this feature supports English-only articles.
Note: With this general availability release, pilot customers who have Search Answers enabled must have the required SKUs and re-enable Search Answers to turn on Search Answers.
10. Contracts AI for Enhanced Contracts, Clauses, and Docs Handling (Preview)
Say goodbye to the contract chaos! The Spring '24 release brings you Contracts AI to transform your contract game. No more manual headaches – breeze through the digitization of legacy contracts and effortlessly create records.
Now you can automate the process of digitizing PDF contracts, identify clauses and contract fields, and draft legal clauses using Generative AI, bringing the much-required accuracy while saving hours of your time.
Note: To enable the Contracts AI setting, from Setup, in the Quick Find box, enter Contract Lifecycle Management, and then select Contracts AI.
11. Improved Conversation Insights with Call Explorer and Call Summaries
This time around, Salesforce has introduced two revolutionary features in Sales Cloud i.e. Call Explorer and Call Summaries, bringing greater conversation insights for users.
Powered by Einstein, the new Call Explorer allows users to quickly gather information about a call, such as product mentions, deal risks, or outstanding customer questions. You can turn on the feature from the Einstein for Sales page in Setup.
Source: Salesforce.com
Call Summaries feature, on the other hand, provides users the ability to play recordings of conversations, jump to key mentions, and potentially access features powered by generative AI to supercharge their sales process.
Note: Ask your Sales team to connect their Google Meet and Microsoft Teams accounts to Salesforce to get transcripts, insights, and action items for their video meetings.
12. Einstein Suggestions to Find New Contacts Quickly
Seller Home, which is the default Home Page for the Sales, Sales Console, and Sales Engagement apps has received an update. In the Contact Suggestions area of Seller Home, Einstein now lists potential contacts from your email and event activity.
You can add a suggested contact, see an activity timeline for context, or remove Einstein’s suggestion using the + and … buttons.
Source: Salesfoirce.com
13. Write Personalized Sales Emails With Einstein AI
Sales Cloud is now powered with Einstein AI, allowing users to draft sales emails using Gen-AI capabilities, right from their inboxes.
Sales Cloud users can leverage sales data and gen-AI to create effective emails for contacts and leads, improving communication and expanding deals. For this, they can pick from ready-made email types or craft their own, covering product details or related items in the best way possible.
14. Create Bot Intents using Einstein Conversation Mining
Ever wondered what your customers are saying? In the Spring ‘24 release, Salesforce has provided users with a new feature i.e. Einstein Conversation Mining that offers a deep dive into customer interactions.
This AI powerhouse sifts through chat transcripts, pinpointing the exact contact reasons, using specific customer dialog excerpts. You can create mining reports using Einstein Conversation Mining Wizard and use them to build bots or add dialogs to existing bots.
Source: Salesforce.com
15. Work Summaries Available in More Languages
The work summaries feature was introduced in the Winter ‘24 release to create wrap-up summaries of service cases and customer engagements based on case data and customer history. This feature utilizes Einstein AI to generate a brief overview, predicting and populating a summary, issue, and resolution.
In Spring ‘24, this feature has extended support for five more languages: French, German, Italian, Japanese, and Spanish.
Source: Salesforce.com
16. Knowledge Article Links for Service Replies
Launched in Winter ‘24, the Service Replies feature will be Generally Available from Spring ‘24. This will allow agents can see the Knowledge Article Einstein used to Draft Service Replies. Einstein AI Service Replies for Chat now supports French, German, Italian, Japanese, and Spanish languages, expanding to its English language support.
Conclusion
The Salesforce Spring ‘24 release rollout stage continues and will end in February. It's a great time to get yourself educated about new features and updates in Einstein, so you can test out these changes before implementing them for users. If you haven’t started implementing these release notes updates, let Concretio be your partner in implementation so you can get the most out of the latest Salesforce enhancements without worrying about possible complexities and risks.
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