| Asset Management |
| Simplify Asset Service Lifecycle Management Feature Discovery and Setup |
|
|
Yes |
|
| Timesheets and Labor Cost Optimization |
| Edit and Delete Timesheets By Using Agentforce |
|
|
Yes |
|
| Manage Crew Timesheets in the Field |
|
|
Yes |
|
| Create Multiple Timesheets for a Date Range |
|
|
Yes |
|
| Review Timesheets with Enhanced Summary Views |
|
|
Yes |
|
| Create Automatic Idle Timesheet Entries |
|
|
Yes |
|
| Edit and Resubmit Rejected Timesheets |
|
|
Yes |
|
| Refresh Timesheet Data on Mobile with a Pull-Down Gesture |
|
|
Yes |
|
| Automotive |
| Agentforce for Automotive |
| Manage Warranty Claims and Coverage with AI Assistance |
Yes |
|
|
|
| Enhance Sales Productivity for Dealers |
Yes |
|
|
|
| Automotive Finance |
| Efficiently Extend the Duration of Lease Contracts |
|
|
Yes |
|
| Streamline Refund Requests and Transaction Disputes |
|
|
Yes |
|
| Resolve Automotive Finance Requests Automatically with AI Agents |
|
|
Yes |
|
| Accelerate Document Validation with AI |
|
|
Yes |
|
| Streamline Goodwill Repair Claims with a Prebuilt Service Process |
|
|
Yes |
|
| Accelerate Automotive Feature Setup with Solution Bundles |
|
|
Yes |
|
| Enhance Automotive Insights with Tableau Next Analytics |
|
|
Yes |
|
| Expand Automotive Data Access By Using New Data Model Objects |
|
|
Yes |
|
| Import Vehicle and Product Data in Bulk By Using Templates |
|
|
Yes |
|
| New and Changed Objects for Agentforce Automotive |
|
|
Yes |
|
| Changed Metadata Type for Agentforce Automotive |
|
|
Yes |
|
| Channel Revenue Management |
| Manage Granular Financial Liabilities with Advanced Accruals |
|
|
Yes |
|
| Translate Data into Insights with Channel Revenue Management Data Kit |
|
|
Yes |
|
| Optimize High Volume Processing with DPEs on Data 360 |
|
|
Yes |
|
| Accelerate Setup with Salesforce Go |
|
|
Yes |
|
| Changed Objects for Channel Revenue Management |
|
|
Yes |
|
| Communications |
| Communications Features Released by Month |
|
|
|
|
| Agentforce for Enterprise Quoting |
| Automate Enterprise Quoting with Invocable Actions for Agent-Assisted Flows |
|
|
|
|
| New Invocable Actions in Enterprise Sales Management |
|
|
|
|
| Billing and Usage Assistant Is Deprecated |
|
Yes |
|
|
| Enterprise Sales Management |
| Automate Complex Quote Recreations Using Deep Clone APIs |
|
|
|
|
| Handle Multiple Sub-Order Creations and Submissions Simultaneously |
|
|
|
|
| Assign Member Values to Read-Only and Hidden Attributes in Enterprise Quotes |
|
|
|
|
| Capture and Reuse Product Configurations with Cart Templates |
|
|
|
|
| Control Asset Viewer Actions with a Custom Permission |
|
|
|
|
| Read Data More Easily with Optimized Table Layouts |
|
|
|
|
| Einstein Quick Quote for Enterprise Sales Management Is Scheduled for Deprecation |
|
|
Yes |
|
| Other Changes in Enterprise Sales Management |
|
|
|
|
| Accelerate Large-Scale Price Overrides by Using Bulk Price Update API |
|
|
|
|
| Update Product Attributes in Bulk on Large Quotes by Using an Asynchronous API |
|
|
|
|
| Revenue Cloud for Communications on Salesforce Platform |
| Manage Quotes and Orders with the Enhanced Line Editor |
Yes |
|
|
|
| Multisite in Revenue Cloud for Communications |
|
|
|
|
| Multi-Subscriber in Revenue Cloud for Communications |
|
|
|
|
| Consumer Sales in Revenue Cloud for Communications |
|
|
|
|
| New and Changed Objects in Revenue Cloud for Communications |
|
|
Yes |
|
| Education |
| Education Features Released by Month |
|
|
|
|
| Show Application Deadlines with Date and Time |
|
|
Yes |
|
| Agentforce for Education |
| Streamline Support with the New Financial Aid Inquiry Agent |
|
|
Yes |
|
| Empower Students with Self-Service Financial Planning Tools |
|
|
Yes |
|
| Enhance Collaborative Course Management and Student Support in Slack |
|
|
Yes |
|
| Student Recruitment Agent for Agentforce Education (Generally Available) |
|
|
Yes |
|
| Provide Transfer Credit Estimates to Prospective Students with Agentforce (Generally Available) |
|
|
Yes |
|
| Discover the Right Courses Easily with the Course Search Agent (Generally Available) |
|
|
Yes |
|
| Set and Achieve Career and Life Goals with Agentforce: Student Goals (Generally Available) |
|
|
Yes |
|
| Transform the Student Financial Experience |
|
|
Yes |
|
| Manage Financial Accounts with Enhanced Visibility |
|
|
Yes |
|
| Financial Summary Other Improvements |
|
|
Yes |
|
| Increase Financial Aid Transparency with New Lightning Web Components |
|
|
Yes |
|
| Manage Financial Aid Data with the Education Data Kit |
|
|
Yes |
|
| Evaluate Unarticulated Transfer Credits and Automate Equivalency Rule Creation |
|
|
Yes |
|
| Measure the Impact of Corporate Relations |
|
|
Yes |
|
| Enhance Course Discovery with Advanced Search |
|
|
Yes |
|
| Guide Students to Conflict-Free Course Schedules |
|
Yes |
|
|
| Optimize Course Operations with Tableau Next |
|
|
Yes |
|
| Monitor Student Success Key Performance Indicators with Tableau Next |
|
|
Yes |
|
| Unify Institutional Data with Semantic Model Updates |
|
|
Yes |
|
| Capture Patient Philanthropy with Grateful Person Involvement Records |
|
|
Yes |
|
| Extend Institutional Data for Higher Education Statistics Agency (HESA) Compliance |
|
|
Yes |
|
| New and Changed Objects in Agentforce Education |
Yes |
|
|
|
| New and Changed Connect REST APIs for Education |
|
|
|
|
| Consumer Goods Cloud |
| Interact with Agents as You Work |
|
|
Yes |
|
| Deploy Tableau Next Dashboards with Salesforce Go |
|
|
Yes |
|
| Other Improvements in Sync Management |
|
Yes |
|
|
| Trade Promotion Management |
| Reset Product Selections and Filters with a Single Click |
Yes |
|
|
|
| View Bill of Materials Impact on P&Ls by Aggregating Component Values |
Yes |
|
|
|
| Changed Objects in Trade Promotion Management |
|
Yes |
|
|
| Changed APIs in Trade Promotion Management |
|
Yes |
|
|
| Make Informed Promotion Decisions with Real-Time Performance Insights |
|
|
|
|
| Other Improvements in Sync Management |
|
Yes |
|
|
| Energy & Utilities |
| Energy & Utilities Features Released by Month |
|
|
|
|
| Manage Milestones for New Utility Connections |
|
|
Yes |
|
| Receive Slack Notifications for Multisite Quote and Auto Quote Data Sync |
|
|
Yes |
|
| Provide Self-Service and Assisted Tariff Comparison |
|
|
Yes |
|
| Manage Add-On Products Using Enhanced Flow Templates |
|
|
Yes |
|
| New and Changed Objects in Energy & Utilities |
|
|
Yes |
|
| New and Changed Invocable Actions in Energy & Utilities |
|
|
Yes |
|
| Financial Services |
| Financial Services Features Released by Month |
|
|
|
|
| Agentic Advisor for Wealth Management |
| Client Detail |
|
|
|
|
| Run My Day |
|
|
|
|
| Connector Library |
|
|
Yes |
|
| Households |
|
|
|
|
| Intelligent Referral Management |
|
|
|
|
| New Connect REST APIs in Agentic Advisor for Wealth Management |
|
Yes |
|
|
| Agentforce for Financial Services |
| Banking Service Assistance |
|
|
|
|
| AI-Powered Document Validation |
| Improve Document Verification Accuracy with AI |
|
Yes |
|
|
| Digital Origination |
| Get Your Salesforce Org Ready for Digital Lending in a Few Clicks |
|
Yes |
|
|
| Simplify Retail Deposit Account Origination with the Discovery Framework Template |
|
Yes |
|
|
| Fast-Track Business Deposit Account Intake with a Discovery Framework Template |
|
Yes |
|
|
| Enhanced Setup Experience with Salesforce Go |
| Get Started Faster with Commercial Banking |
|
Yes |
|
|
| Get Started Faster with Transaction Dispute Management |
|
Yes |
|
|
| Flexible Hierarchies |
| Show Summary Rollup Metrics in Flexible Hierarchies for Executive-Level Insights |
|
|
Yes |
|
| Visualize the Full Account Network with Direct and Indirect Contacts |
|
|
Yes |
|
| Troubleshoot Hierarchy Validations with Record-Level Insights |
|
|
Yes |
|
| Explore Hierarchies with Enhanced Graph and Grid Views |
Yes |
|
|
|
| Search All Node Types at Once in Flexible Hierarchies |
Yes |
|
|
|
| Changed Connect REST API Response Bodies |
|
Yes |
|
|
| Unify the Advisor-Client Meeting Lifecycle with Meeting Concierge |
|
|
Yes |
|
| Meeting Concierge |
| Identify the Sources in Client Summary |
|
|
Yes |
|
| Clearer File Type Guidance in Meeting Notes and Documents |
|
|
Yes |
|
| Capture Auditable Transcription Consent from Meeting Participants |
|
|
Yes |
|
| Review AI-Suggested Tasks Before Saving |
|
|
Yes |
|
| Update Your Meeting Playbook Structure When Plans Change |
|
|
Yes |
|
| Other Changes in Meeting Concierge |
|
|
Yes |
|
| New and Changed Objects in Meeting Concierge |
|
|
Yes |
|
| Get Started Faster with a Prebuilt Template for Complaint Management |
|
Yes |
|
|
| Automate Dispute Investigation Tasks with Action Plans |
|
Yes |
|
|
| Move Data Directly into Financial Account and Related Objects with Salesforce Integration User License |
|
Yes |
|
|
| Track Interactions on the Salesforce Calendar for Financial Services |
Yes |
|
|
|
| New and Changed Financial Services Objects |
|
|
Yes |
|
| New Financial Services Metadata Types |
|
Yes |
|
|
| Health |
| Health Features Released by Month |
|
|
|
|
| Accelerate Agentforce Health Setup with Salesforce Go |
|
|
Yes |
|
| Agentforce for Health |
| Use Page Ranges to Extract Relevant Information from Documents |
|
Yes |
|
|
| Automate High-Volume Document Extraction Using a Batch Template |
|
|
Yes |
|
| Set Up Agentforce for Prior Authorization and Provider Network Status Quickly |
|
|
Yes |
|
| Review Prior Authorization Data Faster by Using Data 360 Zero-Copy Tools |
|
|
Yes |
|
| Use Agent Actions to Improve Provider Network Searches |
|
|
Yes |
|
| Deliver Effective, Patient-Centric Care with Intelligent Assessment Suggestions |
|
|
Yes |
|
| Compare Insurance Plans and Generate Quotes with Digital Health Insurance |
|
|
Yes |
|
| Health Engagement |
| Optimize Multichannel Member Engagement with Patient and Member Outreach |
|
|
Yes |
|
| Empower Members with Agentic Self-Service |
|
|
Yes |
|
| Home Health |
| Automate Invoicing for Completed Home Healthcare Visits |
|
|
Yes |
|
| Save an In-Progress Home Healthcare Assessment to Complete Later |
|
|
Yes |
|
| Integrated Care Management |
| Find Assessments More Efficiently with a Unified Search Experience |
|
|
Yes |
|
| Improve Patient Outcomes with Historical Access for Internal Assessments |
|
|
Yes |
|
| Personalize Care Plans Faster with Targeted Goal Recommendations |
|
|
Yes |
|
| Referral Management |
| Accelerate Patient Access and Referral Management Setup |
|
|
Yes |
|
| Triage Referrals with AI-Powered Scoring and Automated Intake |
|
|
Yes |
|
| Automate Prior Authorization Necessity Checks |
|
|
Yes |
|
| Track Referral Progress with Action Plans |
|
|
Yes |
|
| Track Versions and Automate Logic for Action Plans and Templates |
|
Yes |
|
|
| View athenahealth API Consumption in Digital Wallet |
|
|
Yes |
|
| New and Changed Connect REST API Resources in Health |
|
Yes |
|
|
| New and Changed Invocable Actions in Agentforce Health |
|
|
Yes |
|
| New and Changed Objects in Agentforce Health |
|
|
Yes |
|
| Insurance |
| Insurance Features Released by Month |
|
|
|
|
| Insurance Policy Administration |
| Offer Bundled and Flexible Benefits with Multi-Level Coverage Structures |
|
Yes |
|
|
| Renew Policies at Scale with Bulk Processing for Single and Multi-Root Policies |
|
Yes |
|
|
| Changed Connect REST APIs in Insurance Policy Administration |
|
Yes |
|
|
| Claims Management |
| Process Claims on Child Coverages with Hierarchical Limit Consumption |
|
|
Yes |
|
| Use More Contextual Data in Claims Adjustment and Policy Limit Calculations |
|
|
Yes |
|
| Pay Multiple Claim Amounts in a Batch |
|
|
Yes |
|
| New and Changed Connect REST APIs in Insurance Claims Management |
|
Yes |
|
|
| New and Changed Invocable Actions in Insurance Claims Management |
|
|
|
|
| Digital Insurance |
| Automate Billing with Policy Lifecycle Integration |
|
Yes |
|
|
| Process Price Change Endorsements for Milestone Billing |
|
Yes |
|
|
| Process Price Change Endorsements for Upfront and Term-Based Billing |
|
Yes |
|
|
| Changed Connect REST APIs in Digital Insurance |
|
Yes |
|
|
| Insurance Brokerage |
| Support Producer Split Management for Person Accounts |
|
Yes |
|
|
| Reinstate Canceled Policies in Insurance Brokerage |
|
Yes |
|
|
| View Policy Details in Insurance Brokerage |
|
Yes |
|
|
| Enhance Plan Benefits with Attribute Validation and Data Type Support |
|
Yes |
|
|
| Handle Price Change Endorsements with Milestone Billing |
|
Yes |
|
|
| Handle Price Change Endorsements for Upfront and Term-Based Billing |
|
Yes |
|
|
| New Connect REST APIs in Insurance Brokerage |
|
Yes |
|
|
| New Invocable Actions in Insurance Brokerage |
|
|
|
|
| Create Custom Actions on Policy Participants and Coverages |
|
Yes |
|
|
| Change the Writing Carrier Account During Policy Renewal |
|
Yes |
|
|
| Prevent Billing Errors with Billing Type Validation |
|
Yes |
|
|
| Accelerate Initial Setup for Insurance |
|
Yes |
|
|
| Streamline Claim Intake with Agentforce |
|
|
|
Yes |
| Boost Underwriting Rule Evaluation with Constraint Rules Engine |
|
|
Yes |
|
| Calculate and Add Fees to the Price of Insurance Products |
|
|
Yes |
|
| Replicate Insurance Setup Data Between Orgs with Ease |
|
|
Yes |
|
| New and Changed Objects in Insurance |
|
|
|
|
| New Metadata Types in Insurance |
|
|
|
|
| New Tooling API Object in Insurance |
|
|
|
|
| Life Sciences |
| Life Sciences Features Released by Month |
|
|
|
|
| Streamline Event Planning and Execution |
|
Yes |
|
|
| Set Up Life Sciences Customer Engagement Using a Prebuilt Solution |
|
Yes |
|
|
| Make Data Change Requests Accessible from the Record Page |
|
Yes |
|
|
| Engagement Planning |
| Turn Account Data into Visit-Ready Briefings |
|
Yes |
|
|
| Manage Key Accounts Better with Data Model Objects and Lookup Filters |
|
Yes |
|
|
| Optimize Time Selection for Time-Off Territory |
|
Yes |
|
|
| Engagement Execution |
| Conduct Remote Visits with Microsoft Teams (Generally Available) |
|
|
Yes |
|
| Log Engagements More Accurately with Automated Healthcare Organization Capture |
Yes |
|
|
|
| Log Visits with Voice-Based Visit Logging (Pilot) |
Yes |
|
|
|
| Show Custom Lightning Web Components in the Agentforce Chat Window on Mobile |
|
|
Yes |
|
| Display Signature Disclaimers Based on a Healthcare Professional’s Country and Language |
Yes |
|
|
|
| Add Communication Channels During Consent Capture |
|
Yes |
|
|
| Provide Users with a Consistent Medical Insights Experience on Web and Mobile |
|
Yes |
|
|
| Validate Visits on Save and Return Warnings from Custom Scripts |
|
|
Yes |
|
| Capture Visit Details Faster with Dependent Picklists |
|
|
Yes |
|
| Streamline Consent Capture and the Opt-Out Experience |
|
|
Yes |
|
| Institutional Doctor Accounts |
| Generate Institutional Doctor Accounts Automatically |
|
Yes |
|
|
| Get a Unified View of All Account Activities |
|
Yes |
|
|
| Manage Insights, Inquiries, and Visits for Institutional Doctor Accounts |
|
Yes |
|
|
| Identify Institutional Doctor Accounts Accurately |
|
Yes |
|
|
| Intelligent Content |
| Deliver Interactive Presentations on the Desktop Site |
Yes |
|
|
|
| Keep Your Presentation Context in Focus in the Service Console |
|
|
Yes |
|
| Expand Data 360 Insights with Email Template Data Streams |
|
|
Yes |
|
| Email Template Territory Filtering Was Improved in the Mobile App |
|
|
Yes |
|
| Save Custom Presentations Without Unexpected Warnings |
Yes |
|
|
|
| Patient Engagement |
| Control Ad Hoc Task Creation in Advanced Therapy Management |
|
Yes |
|
|
| Manage Home Visits Efficiently with Home Health for Agentforce Life Sciences |
|
Yes |
|
|
| Provider Engagement Compliance |
| Streamline Provider Engagement Compliance with Templates |
|
Yes |
|
|
| Track Provider Engagement Compliance More Efficiently with Automated Updates |
|
Yes |
|
|
| Update LifeSciConfigRecord Files for New Profile Naming Format |
|
|
|
|
| New and Changed Connect REST API Resources in Life Sciences Cloud |
|
Yes |
|
|
| New and Changed Objects for Life Sciences |
|
Yes |
|
|
| New and Changed Life Sciences Metadata Types |
|
Yes |
|
|
| Manufacturing |
| Agentforce for Manufacturing |
| Manage Warranty Claims and Coverage |
|
|
|
|
| Streamline Dealer Sales Operations |
|
|
|
|
| Drive Faster Order Conversion from Samples |
|
|
|
|
| Streamline Distributor Procure-to-Receive Operations |
|
|
|
|
| Tableau Next Apps for Manufacturing |
| Track Key Accounts and Sales Agreement Performance |
|
|
|
|
| Analyze Your Service Revenue Streams |
|
|
|
|
| Translate Data into Insights with Warranty Management Datakit |
|
|
|
|
| Simplify Manufacturing Setup with Salesforce Go |
|
|
|
|
| Standardize Goodwill Claim Initiation with Pre-built Service Process Template |
|
|
|
|
| Increase Partner Efficiency with Enhanced Channel Management |
|
|
|
|
| New and Changed Objects for Manufacturing |
|
|
|
|
| New and Changed Connect REST APIs for Manufacturing |
|
Yes |
|
|
| New and Changed Metadata Types for Manufacturing |
|
|
|
|
| Media |
| Media Features Released by Month |
|
|
|
|
| Media Planning for Linear Media Products |
| Schedule Television and Radio Ad Spots with the Spot Calendar |
|
|
Yes |
|
| Create Converged Media Plans with Demo Ratings |
|
|
Yes |
|
| Manage Pricing for Linear Media Placements with Rate Cards |
|
|
Yes |
|
| Build Media Proposals Faster with Ad Proposal Agent |
|
|
Yes |
|
| Streamline Advertising and Subscriber Management Setup |
|
|
Yes |
|
| Improve Media Planning Efficiency with Bulk Actions in Advertising Sales Management |
|
|
Yes |
|
| Migrate Ad Targeting Data with Data Processing Engine Templates (Beta) |
|
|
Yes |
|
| Persist Line Item Updates Across Tabs |
|
|
Yes |
|
| Check Inventory Across Multiple Ad Servers |
|
|
Yes |
|
| Debug Failures with New Detailed Error Logs |
|
|
Yes |
|
| Customize Media Pricing Logic by Using Procedure Plans |
|
|
Yes |
|
| Subscription Lifecycle Management |
| Close Deals Faster with Configurable Promotions and Coupons |
|
|
Yes |
|
| Capture Subscription Market Share with B2C Sales Features |
|
|
Yes |
|
| Streamline Subscriber-Based Quoting and Ordering |
|
|
Yes |
|
| Apply Promotions to Cart in Consumer Sales to Boost Sales |
|
|
Yes |
|
| Manage Quotes and Orders with the Enhanced Line Editor |
|
|
Yes |
|
| New and Changed Objects in Agentforce Media |
|
Yes |
|
|
| New and Changed Connect REST APIs in Agentforce Media |
|
Yes |
|
|
| New Invocable Actions in Agentforce Media |
|
|
|
|
| Maximize Revenue with Term-Based Subscriptions |
|
|
Yes |
|
| Net Zero |
| Generate Estimated Energy Use Records by Intelligently Managing Data Gaps |
|
|
Yes |
|
| Improve Accuracy of Market-Based Emissions Calculations |
|
|
Yes |
|
| Simplify Feature Discovery and Setup |
|
|
Yes |
|
| New and Changed Objects in Net Zero |
Yes |
|
|
|
| Nonprofit |
| Simplify Feature Discovery and Setup |
|
Yes |
|
|
| Updated Feature for Grants Management Managed Package |
Yes |
|
|
|
| Changed Connect REST API for Nonproft |
|
Yes |
|
|
| Public Sector Solutions |
| Public Sector Features Released by Month |
|
|
|
|
| Simplify Feature Discovery and Setup for Public Sector |
|
Yes |
|
|
| Collect Fees for Public Sector Services with Inbound Payments |
|
|
Yes |
|
| Track Public Sector Outbound Payments and Financial Disbursements |
|
|
Yes |
|
| Extract Data from Documents Stored in Amazon S3 Automatically |
|
|
Yes |
|
| Improve Service Delivery with a Unified Constituent Profile for Benefit Management |
|
|
Yes |
|
| Gain Faster Insights with Tableau Next Dashboards |
|
|
Yes |
|
| Accelerate Public Sector Hiring with Recruitment Collaboration in Slack |
|
|
Yes |
|
| Enable Internal Employees to Apply for Jobs Through Self-Service Portals |
|
|
Yes |
|
| Streamline Employee Services with AI-Powered Agents |
|
|
Yes |
|
| Enhance Employee Self-Service with HR Service and IT Service Agents |
|
|
Yes |
|
| Schedule Appointments in Agentforce Public Sector with Workforce Scheduling (Generally Available) |
|
|
Yes |
|
| Take Advantage of Agentforce IT Service for Public Sector |
|
|
Yes |
|
| Pre-populate Application Forms with Data Cloud Document AI |
|
|
Yes |
|
| Bring Agentforce Public Sector Data into Data 360 with Ease |
|
|
Yes |
|
| New and Changed Objects in Agentforce Public Sector |
|
Yes |
|
|
| New and Changed Invocable Actions in Agentforce Public Sector |
|
Yes |
|
|
| Industries Common Features |
| Industries Common Features Released by Month |
|
|
|
|
| Action Plans |
| Edit Multiple Tasks at Once for the Action Plans and Action Plan Templates |
|
|
Yes |
|
| Discovery Framework |
| Present Multi-Language Forms with Entity Data Translation |
Yes |
|
|
|
| Criteria-Based Search and Filter |
| Changed Criteria-Based Search and Filter Connect REST API |
|
Yes |
|
|
| Fundraising |
| Improve the Donor Experience with a Self-Service Donor Support Agent |
|
|
Yes |
|
| Streamline Data Migrations by Managing Gift Validations |
|
Yes |
|
|
| Process Recurring Gift Commitments Concurrently |
|
|
Yes |
|
| Capture Patient Philanthropy with Grateful Person Involvement Records |
|
|
Yes |
|
| Capture Donor Meeting Notes and Tasks with the Donor Engagement Agent |
|
|
Yes |
|
| Identify Potential Major Donors with AI Predictions (Pilot) |
|
|
Yes |
|
| Changed Objects and Fields for Fundraising |
|
Yes |
|
|
| Grantmaking |
| Give Grant Seekers Instant Answers with a Dedicated Support Agent |
|
|
Yes |
|
| Updated Objects and Fields in Grantmaking |
Yes |
|
|
|
| Industries Configure, Price, Quote (CPQ) |
| Manage Standard Cart API Migration with Mixed Mode Control |
|
|
Yes |
|
| Refine Product Discovery with the Availability and Eligibility Interfaces |
|
|
Yes |
|
| Load Large Carts Efficiently with API Trim Mode |
|
Yes |
|
|
| Improve Scalability and Support for Large Promotions in the Compile Pricing |
|
Yes |
|
|
| Automate Product Removal Within Multi-Product Bundles |
|
Yes |
|
|
| Save and Reuse Cart Configurations with Templates |
Yes |
|
|
|
| Automate Complex Quote and Order Recreations That Use Precision Deep Cloning |
|
Yes |
|
|
| New and Changed Objects in CME Managed Package |
|
Yes |
|
|
| Omnistudio for Industries |
|
|
|
Yes |
| Outcome Management |
| Outcome Management Updated Objects |
|
|
Yes |
|
| Process Compliance Navigator |
| Extract Regulation and Policy Clauses with Generative AI |
|
|
|
|
| Enforce Compliance Requirements with Compliance Assistance |
|
|
|
|
| Automate Compliance Controls with Prompt Templates |
|
|
|
|
| Streamline Compliance Mapping with Impact Analysis |
|
|
|
|
| New Connect REST APIs for Process Compliance Navigator |
|
Yes |
|
|
| Program and Case Management |
| Streamline Administrative Tasks with the Enhanced Participant Management Agent |
|
|
Yes |
|
| Prepare for Client Meetings Faster with Agent-Prepared Participant Summaries |
|
|
Yes |
|
| Stage Management |
| Manage Complex Workflows with More Stage Transition Conditions |
|
Yes |
|
|
| Timeline |
| View Tasks and Events on the Vertical Timeline |
|
|
Yes |
|
| Unified Catalog |
| Speed Up Service Intake Setup with the Enhanced Service Process Builder |
Yes |
|
|
|
| Deploy Multiple Service Processes from the Template Library |
Yes |
|
|
|
| Deploy Service Processes and Dependencies Across Orgs More Securely |
Yes |
|
|
|
| Standardize Your Service Request Fulfillment |
Yes |
|
|
|
| Track Service Request Performance and SLA Compliance |
Yes |
|
|
|
| Get Service Process Details |
|
Yes |
|
|