Salesforce's Summer '24 release is here, packed with exciting advancements in Einstein AI. From personalized sales emails to advanced conversation insights, this release is set to revolutionize your sales and service operations.

In this blog post, we'll explore some key Einstein Summer ’24 Release updates and see how they can be helpful in your day-to-day operations.

1. Calculated Fields in Data Cloud Reports 

The new Einstein Report Formula Generation feature makes report customization much easier. with its generative AI power, Einstein can create row-level and summary formulas. Simply describe a calculation, and it will find the relevant data and suggest the perfect formula for you. Previously, creating formulas for calculated fields was complex and required expertise.

Where: This update is focused on Data Cloud and is applicable in Enterprise, Performance, Unlimited, and Developer editions with either Einstein 1 Sales Edition or Einstein 1 Service Edition, along with the DC Report GPT add-on. Additionally, users can access Einstein generative AI within Lightning Experience.

2. Pre-Work Brief Customization

With the Einstein Summer ’24 Release, a customizable version of the Pre-Work Brief can be created through the Prompt Builder. Get the template and customize the prompt for your use case. The alerting capability makes sure that when mobile workers are in the field, they will have a fully personalized, AI-generated briefing with all the key details they require to perform their scheduled tasks which directly improves their field preparation and performance.

Where: This update applies to Lightning Experience in Einstein 1 Field Service Edition, requiring the Field Service managed package installation. Additionally, the feature extends to the Field Service mobile app for both Android and iOS platforms. 

3. Build Draft Flow Using Einstein (Beta)

With Einstein updates in Salesforce Summer ‘24, businesses can effortlessly achieve their automation objectives. By simply describing the automation requirements, Einstein can handle screen flows, record triggers, scheduled tasks, or even auto-launched workflows, streamlining operations seamlessly.

Note: This feature is a Beta Service.

Where: This change affects Lightning Experience, all Einstein 1 editions, Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein for Platform add-on.

4. Data Extraction with Contracts AI

The updated contracts digitization feature now allows users to modify default field descriptions, enhancing the accuracy of field value extraction from files based on predefined fields. Additionally, Context Definitions can be used to create extraction templates, further improving the efficiency and accuracy of the process.

Where: This Einstein Updates in Salesforce Summer ‘24 applies to Lightning Experience across Enterprise, Unlimited, Professional, and Developer editions.

5. Help Partners Send Personalized Sales Emails

Salesforce has integrated Einstein Sales Emails and custom sales email prompt templates into Experience Cloud sites built on the Aura framework. With the latest Einstein Generative AI update, partners can effortlessly craft impactful communications directly from the email composer on contacts and leads. Additionally, any custom email templates created in Prompt Builder will be accessible to partners, ensuring a consistent and effective sales approach across the entire team.

Where: This update applies to Experience Cloud Aura sites accessed through Lightning Experience, specifically in Enterprise and Unlimited editions. To access it, each partner user must have both a PRM add-on license and an Einstein for Sales add-on license.

6. Einstein Conversation Insights

In the Salesforce Summer Release '24, significant enhancements have been introduced to Einstein Conversation Insights. With these upgraded capabilities, organizations can now leverage generative AI more effectively to extract valuable insights from their sales calls and meetings. Below are some of the key enhancements.

1. Custom Insights Creation: Users can define prompts to query the LLM, facilitating the extraction of insights tailored to specific business needs.

Where: This feature is available in Lightning Experience within Unlimited and Performance editions. It requires both Einstein Conversation Insights and Einstein for Sales for full functionality.

2. Support for Single-User Meetings: Einstein Conversation Insights now supports processing for meetings involving single user, providing detailed transcripts, insights, and coaching for sales pitches and meetings.

3. Share Edit Access with Other Users: Collaborate more effectively by sharing write permissions for record collections with different users or groups.

4. Access More Dashboard Improvements: Enjoy enhanced dashboard features, including new pages for Coaching and Related Record Calls, offering a comprehensive view of your Einstein Conversation Insights data.

Where: The Salesforce Einstein features and updates apply to Einstein Conversation Insights in Lightning Experience, available across Enterprise, Performance, and Unlimited editions. Additionally, it serves as an add-on in Enterprise Edition for more than 10 users

7. Einstein for Sales

This Summer release brings exciting updates and enhancements to Einstein for Sales, featuring streamlined sales processes and enhanced customer engagement.

1. Personalized sales emails: Einstein can draft personalized sales emails using sales data directly to the sales team’s inbox. These emails are tailored to the customer's interests, ensuring relevance and boosting engagement.

Where: This feature is accessible in Lightning Experience for Performance and Unlimited editions. Additionally, Einstein generative AI is now integrated into Lightning Experience.

2. Generative Ai for Sales Rep: The sales team now has the ability to provide prompts to Einstein for personalized emails. This default-enabled feature can be disabled if necessary.

Where: This feature is accessible in Lightning Experience for Performance and Unlimited editions when using the Lightning email composer. Additionally, Einstein generative AI is available in Lightning Experience.

3. Einstein Automated Contacts is retiring: Salesforce has announced the discontinuation of Einstein Automated Contacts and recommends using Automatic Contact Creation instead to create content-rich profiles. The automated contact feature will be retired in February 2025.

Where: This update affects both Lightning Experience and Salesforce Classic across Enterprise, Performance, and Unlimited editions.

4. Relationship Selling: Businesses can now visualize contacts in a relationship map using Einstein generative AI. This feature automatically adds buyer profile data, eliminating manual data entry and enriching contact profiles. 

Where: The Visualization update is for Lightning Experience users across Enterprise, Performance, Unlimited, and Einstein 1 Sales Edition editions equipped with Sales Cloud and enabled Buyer Relationship Map functionality.

8. Einstein for Service

The latest Summer 24 advancements in Einstein for Service are designed to revolutionize customer support and enhance agent productivity:

1. Einstein Conversation Mining: The updated Einstein Conversation Mining can build reports to identify common service issues using data from In-App and Web messages.

Where: This update affects Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions

2. Einstein for Feedback Summarization: Businesses can now utilize generative AI to summarize responses and survey data, providing insightful perspectives conveniently.

Where: This update affects Lightning Experience in Enterprise, Unlimited, and Developer editions with the Einstein for Service add-on where Feedback Management - Starter or Feedback Management - Growth is enabled.

3. Einstein Work Summaries: In addition to English, the updated Einstein Work Summaries can now catch up on conversations in five new languages: French, German, Italian, Japanese, and Spanish. Additionally, agents can save valuable time with Einstein Work Summaries for Email, by generating high-quality, concise summaries of individual emails or entire email threads.

Where: The Conversation Catch-Up update affects all enhanced messaging channels and Messaging for in-app and web. The update also extends to Voice channels within the Lightning Experience for Enterprise and Unlimited editions, provided the Einstein for Service add-on is in use.

The Email enhancement update will be applicable for Live Chat conversations in Lightning Experience for Enterprise and Unlimited Editions with the Einstein for Service add-on license.

9. Einstein for Service Catalog

The Summer 24 release introduces a beta feature of Einstein CoPilot that enhances customer service. With Einstein CoPilot, customers can seamlessly resolve inquiries without navigating the catalog or needing agent assistance. 

Leveraging generative AI, CoPilot identifies and executes relevant actions, streamlining processes for both customers and agents. Additionally, CoPilot empowers businesses to enhance self-service capabilities by sharing URL links to catalog items, providing customers with quick access to relevant resources.

Note: This feature is a Beta Service.

Where: This update affects Lightning Experience in Enterprise, Performance, and Unlimited editions with Service Cloud, the Customer Service Catalog add-on, and the Einstein for Service add-on.

Conclusion

The Einstein Summer ’24 release features and updates we've covered are compiled from various Salesforce products, illustrating the versatility and power of Einstein's generative AI. Whether it's personalized sales emails, automated contacts, or insightful conversation mining, Einstein AI is set to transform how businesses interact with customers, simplify workflows, and boost productivity.

As Salesforce Implementation Partners, Concretio excels at making configurational changes and ensuring our clients' orgs are fully optimized with the latest features. Consult our experts to leverage the latest Salesforce Einstein features, keeping you a step ahead of your competitors.

References

1. Add Calculated Fields to Your Data Cloud Reports

2. Customize the Pre-Work Brief with Prompt Builder

3. Let Einstein Build a Draft Flow for You

4. Tailor Your Default and New Field Prompts

5. Case Resolution in Service Catalog

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