Improvements that matter to your staffing firm - Summer '24 Salesforce Release Top 10

As I reviewed the hundreds of pages that come with each Salesforce release I was struck by the fact that Salesforce releases TONS of new features that the average user will never know about or understand. That sounds negative, but I think it is admirable.

Let me explain by telling a short story.

The first couch I ever bought when I was in my 20s was cheap, but it was new and I thought it looked awesome. I mean, microfiber is cool right? What I didn't know (and couldn't know) was that the internal structure was a disaster. The couch started to fall apart after about 6 months.

I decided to do some surgery and see what was happening. I tipped the couch back and cut open the bottom.

I couldn't believe what I saw.

The internal structure of the couch could only be described as chaotic. It was haphazardly thrown together with boards going here, there, and everywhere. I imagined the assembly line instructions being, "Put that stack of wood into this couch frame. We don't care where you put it, but you can't have any boards left when you are done."

So, the outside looked great but the inside was a mess.

Salesforce, while not perfect, invests heavily in building and improving the stuff under the surface. I respect that. It is a long-term play that benefits all who configure and use the tool. Frankly, I would never put the uber technical updates in a list like this. They are too boring. BUT... they matter. Deeply.

Without further ado, here are the top new non-boring admin and user features that you and your team can put to use right away:

Full disclosure: The descriptions of the improvements come directly from the Salesforce release notes. Also, you can click on any of the blue text to view the actual release note.

Sales and Recruiting Improvements - Top 5

Draft Personalized Sales Emails with Einstein - Einstein Sales Emails empowers busy sales reps to move quickly and expand deals through personalized and informed email content that buyers love. Einstein uses your sales data to generate personalized emails for contacts and leads, a method known as grounding. Sales reps can draft common emails, like a follow-up or a meeting invitation, by choosing an email type or by using generative AI. Email types can include product information or related objects.

Visualize Key Contacts on the Buyer Relationship Map - On opportunities and accounts, you can now visualize contacts across company levels with the buyer relationship map. Discover key stakeholders, deal champions, potential risks, and more. Let insights recommend contacts for you to add and update.