Streamline and automate end-to-end processes for your sales, service, marketing, commerce, and revenue teams, and industry-specific workflows.
- 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. - Business Rules Engine
Run expression sets and decision tables as actions in Agentforce. Use the List Branch element to build if-then-else rule conditions on list data in context-aware expression sets. Process multiple decision table outcomes in standard expression sets, even without Context Service. Select picklist values from a dropdown instead of typing them in expression set conditions. Call decision tables directly from Omniscripts. Speed up decision table refreshes with parallel processing and automatic incremental refreshes. Use more data types and manage null values and empty cells in CSV-based decision tables, and see each table's status from the list view. - Context Service
Track changes to your context definitions with Setup Audit Trail for create, update, and delete actions across context definitions, nodes, attributes, mappings, and filters. Context Service resolves parent-child relationships between data model objects (DMOs) in Data 360 and returns complete multilevel data hierarchies in a single hydration call. This includes zero-copy DMOs backed by external warehouses. - Data Processing Engine
Control how currency values behave with multiple currencies so your calculations stay consistent and business-aligned. Run definitions faster, track partial failures, and protect active definition runs from interruption. Decide whether parent records count toward rollup totals, and keep layered calculations together in one place. - 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.