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All Things Salesforce Summer '23
Manage episode 362563574 series 3473502
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Episode 2 of Banking on Disruption featuring Heather Rhyne-Christensen and Elliott Spence, sharing what they are most excited about in the Summer ‘23 Salesforce release.
In this episode, you will:
- Discover Decision Optimization and Customer Segmentation Scoring Framework
- Uncover the updates in Salesforce mobile app
- Hear the latest on integrating Slack with Salesforce and other applications for seamless collaboration
- Lean in on CRM-A and why banks are increasing adoption
- Understand the significance of risk management and governance in the financial services sector
Key moments in this episode include:
00:05:17 - Decision Optimization and Customer Segmentation
00:08:36 - Scoring Framework for Financial Services Cloud
00:13:01 - CRMA and its Features
00:14:35 - Increasing Use of CRMA
00:14:55 - HTTP Callout and Flow Features
00:17:48 - Surprising "Duh" Features
00:20:52 - Salesforce and Slack Integration
00:25:56 - Unexpected Omissions in Summer '23
00:29:20 - Lightning Layouts and Omni Studio
00:33:55 - Tips & Tricks to keep up with Salesforce updates
00:37:30 - Using AI to ingest information from Release Notes
00:42:06 - OpenAI's Chat GPT and Twitter's Infrastructure Compared
00:47:42 - Risk Management in Banks
00:53:11 - Data Privacy and Salesforce Misconfigurations
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