Salesforce’s summer release for 2023 brings a range of enhancements to improve the user experience and save time through efficiency. Admin and CRM enhancements, Account Engagement (formerly Pardot) and feature upgrades for Commerce have all been included in this edition.
Admin and CRM enhancements have enabled users to customize the experience and find things faster. These updates include consolidated address fields, phone numbers and well-spaced elements to improve readability and navigability. Users can also customize and optimize app pages, making information more accessible and digestible. Salesforce has also adopted gender-neutral salutations and the dashboard is now customizable and can be tailored to customers with the ability to add custom images and text. The calendar feature has also been revamped to include a drag-and-drop capability and color-coded events for better usability.
Account Engagement, formerly known as Pardot, has also received several significant updates to improve efficiency and effectiveness. Trigger partner completion actions with external actions in the same setup, as well as using the optimizer tool to identify areas to improve performance and create more efficient touchpoints for your customer. It now works with Salesforce Data Cloud to connect data from multiple sources and unify that data into unified customer profiles. This allows Account Engagement users to segment and personalize their customer communications, driving increased engagement and revenue.
Guest check-out, self-service reorder portal, Pay Now feature, and saved payment methods have all been included in the Commerce enhancements. The guest check-out feature allows customers to browse and check out anonymously, making the shopping experience faster and less intrusive. The self-service reorder portal simplifies the process of placing repeat orders and the Pay Now feature makes it easier to process payments without going through the checkout process. Saved payment methods also enable quicker checkouts by eliminating the need to re-enter payment information each time.
The Salesforce Summer ‘23 Release notes are available for those who want to see all the details. Businesses can take advantage of these updates to improve the user experience, save time and increase efficiency, enhancing the customer journey and creating opportunities for increased engagement and revenue.
Originally reported by Martech: https://martech.org/salesforce-summer-2023-release-the-business-executives-guide/
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