Streamline and automate end-to-end processes for your sales, service, marketing, commerce, and revenue teams, and industry-specific workflows.
- Batch Management
Get better control over Batch Management workflows with CSV support and a new operator for filtering records. - Business Rules Engine
Process multiple outcomes from a single decision table lookup within context-aware expression sets. Manage CSV-based rule versions and resolve conflicts using custom activation ranks. Track rule executions against context service records for enhanced Decision Explainability. Package BRE components seamlessly using second-generation managed packages (2GP). Scale complex operations with increased decision table limits. - Context Service
Streamline automation with Apex classes generated from your context definitions to mirror metadata in Salesforce Flow without coding. Build more complex data structures with increased design-time limits for nodes and attributes. You can also use Data Processing Engine to apply complex logic, such as hierarchical rollups, directly to your context data for use cases such as document generation. - Data Processing Engine
Transform context data with intricate product hierarchies and groupings at scale for business processes such as document generation. Debug DPE definitions directly in the builder for CRM Analytics runtime to pinpoint and resolve logic issues faster before writing back transformed data. Validate configurations during the design phase by using data preview to trace data flow and identify errors before saving Data 360 runtime definitions. - Omnistudio
Omnistudio provides a comprehensive, low-code suite of services and components, designed to build engaging, industry-specific digital experiences. It accelerates the path from development to production, enabling you to create guided customer interactions by using data from Salesforce and external sources. - AI Relationship Research
AI Relationship Research is an AI-powered feature that automatically discovers, analyzes, and presents relationship intelligence about the people and organizations connected to your Salesforce records. It scans multiple data sources such as your CRM records, public web content, and Data 360 simultaneously and provides the top-ranked connections directly within your workflow, so you can act on them without leaving Salesforce.