Everything You Need to Learn About Dreamforce 2023: Major Announcements
Dreamforce 2023 is done and dusted. The year-long wait for the largest AI event powered by Salesforce served everything that the largest global tech community deserves. With the three days of the event gathered hundreds and thousands of Trailblazers, and through the 1,500 sessions they hosted, the chanting of Data + AI + CRM + Trust was in the air. In this blog, we unpack the highlights of Salesforce’s flagship conference, the top announcements, and how we relished each moment of it. #1. Einstein 1 Platform Salesforce took the global community by surprise through the relaunching of the Einstein 1 Platform. It’s made to showcase the significant enhancements for both Salesforce Data Cloud and Einstein AI capabilities, all of which are seamlessly integrated into Salesforce’s fundamental metadata framework. This trusted AI platform, designed for customer-centric businesses, empowers organizations to securely connect diverse datasets and create AI-driven applications with minimal coding, ushering in innovative CRM experiences. Remember, Everyone is an Einstein Now! #2. Einstein Copilot It was phenomenal to introduce Einstein Copilot as a booster of productivity! Salesforce brought a brand-new, reliable, and readily available conversational AI assistant seamlessly integrated into every application’s user interface. Einstein Copilot enhances productivity by providing real-time assistance to users as they navigate their workflow. It allows them to ask questions using natural language and receive accurate, dependable answers derived from secure, company-specific data sourced from the Data Cloud. #3. Einstein Copilot Studio Within Einstein Copilot Studio, Adminis and other Salesforce professionals wield a unique combination of authority and customization. Here, you have the ability to harness the potential of generative AI to enhance user productivity while maintaining full control over its implementation. Also, you can decide which processes benefit from generative AI and precisely define the scope of prompts to ensure a tailored and effective user experience. Develop prompts that can be reused and are linked to both company and customer data. Prompt Builder: Develop prompts that can be reused and are linked to both company and customer data. Skill Builder: Empower Copilots with additional abilities to serve you. Model Builder: Provide versatility in choosing AI models, which may involve partnerships with Anthropic, Cohere, Databricks, Google Cloud’s Vertex IX, and OpenAI. #4. Free Data Cloud And Tableau Licenses The announcement for free Data Cloud and Tableau Licenses was a game-changer moment for many Trailblazers. The free licenses are now accessible to customers using Enterprise, Unlimited, and Unlimited Plus editions. So, there’s no need for a purchase to access Data Cloud Everywhere, which includes up to 250,000 data service credits. #5. Data Cloud Triggered Flow For years, we have been building automation using Salesforce Flow, typically activated by specific actions like data modifications. However, today, as Data Cloud is seamlessly integrated into the Einstein 1 platform, we can now fuel automation with dynamic data originating from Data Cloud. This includes real-time data as well as data from a multitude of diverse systems. This particular type of Flow initiates when the conditions tied to the Data Cloud Data Model Object (DMO) or Calculated Insight Object (CIO) are accomplished. Wooo… It seems like Dreamforce 2023 was more epic than ever! With major announcements that blew Trailblazers away, DF23 is going to be the talk of the town for some time now. Like every year, the presence of team XfilesPro at Dreamforce 2023 was obtrusive this year as well. And the best part was that followed by last year, we received Salesforce’s Partner Innovation award 2023 just before the DF23 magic began. And, the fun was doubled this time because we were recognized for not one, but two prestigious ISV categories. Industries – Communications (ISV) for the product DataArchiva Emerging Tech – Customer 360 (ISV) for the product 200 OK That was awesome! With the pride of PIA23 and the brimming excitement for the reunion of Trailblazers, we relished the AI-powered innovation at San Francisco. We met with innovation seekers, partners, and customers at the APAC Lounge and paved new paths to a bright future, together. Like any year, Dreamforce has been an experience like no other this year as well. We will cherish the amazing moments we had with the global trailblazer community. Until next time, see you! AMARLAL
Making History: CEPTES Bags Salesforce’s Partner Innovation Award for the Second Consecutive Year
Salesforce’s Partner Innovation Award is here, once again! And, guess what…CEPTES wore the crown! You read it right! Followed by last year, CEPTES has added the PIA23 feather to its cap once again this year. And, what doubles up the excitement is that this time, we received remarkable recognition for not one, but two prestigious ISV categories. CEPTES has been recognized as the Industries – Communications (ISV) winner for our product DataArchiva and Emerging Tech – Customer 360 (ISV) winner for our product 200 OK. Yes, we’re growing strength to strength with the power of TWO! And, this was the right time. As the excitement for Dreamforce 2023 mounts up, we couldn’t find a more perfect way to energize our spirits for the largest AI event of the year. At the same time, we’re elated to learn that our eligibility has been audited and approved by International Data Corporation (IDC). For being one of the players out of the hundreds of competitors in the Salesforce ecosystem, we’re grateful to see the peaks we have crossed in such a short time. On this occasion, we take a moment to appreciate the continued efforts of our leaders, partners, employees, and customers towards our progress. We owe #PIA23 to you! And, hearty congratulations to all the winners for crossing this biggest achievement along with us! No surprise, this is the age of ISVs. And Salesforce is the favorite battleground for them. ISVs have transformed the Salesforce ecosystem over the years by helping it meet the diverse requirements of organizations, paving the way for tapping the maximized ROI. Being leading players in the ISV world for more than a decade, XfilesPro and DataArchiva have been focused on customer success by delivering advanced functionalities that help organizations crush their goals. And, that helped us to reach here – to PIA23! The next stop is Dreamforce! With the pride of the Partner Innovation Award, we’re making it to San Francisco to attend the biggest gathering of global Trailblazers. We’re pushing all the stops to present our data and document management suites in a way like never before to the hundreds and thousands of innovation seekers. With the addition of seeding capability, this time, we’re showcasing DataArchiva as a fully-fledged suite of data management platforms that comes with data archiving, backup and recovery, and seeding options for Salesforce. On the other hand, XfilesPro will remain the most advanced platform providing file management and auto document generation applications. So, make sure you meet with our team at the APAC Lounge. Considering the limited slots, we request you to schedule a meeting with us in advance, right away! See you soon at Dreamforce! AMARLAL
Why You Need to Meet XfilesPro at Dreamforce 2023?
1000+ sessions, 4000+ attendees, 45+ keynotes, and a ton of unlimited fun — it feels like yesterday Dreamforce 2022 unfolded. While we still relish the unforgettable moments of one of the best tech events, the time is here to roll up our sleeves for Dreamforce 2023. The biggest Salesforce conference once again knocks on our door for new beginnings. Team CEPTES at Dreamforce 2022 Unlike ever before, this year, Dreamforce is going to evolve from being the largest tech event in the world to the largest AI event in the world. The global Trailblazers are gathering to witness how AI + Data + CRM powers the future and the way the brightest minds shaping technology. Taking place from September 12th to 15th, the three days event will reunite the Ohana community for innovation, learning, and fun. Memories of Dreamforce 2022 Join Team XfilesPro at Dreamforce 2023 When the world is gearing up for the biggest AI tech summit of the year, how can we stay apart? We are thrilled to announce that team XfilesPro is making it to San Francisco this year as well to experience the magic of Salesforce’s flagship conference in person. We’re excited to leverage the action-packed sessions, hundreds and thousands of fresh content, groundbreaking product innovation, and enormous fun while giving back to the community at the heart of Dreamforce. We’d love it if you share a handshake and join us for a journey of learning and innovation. If you’re wondering what XfilesPro has in store for you, here’s a sneak peek into the two exceptional products that we’re eager to showcase. XfilesPro File Management: The #1 Document Management App for Salesforce Just like any Trailblazer, you’re in for Dreamforce to find solutions for many of your challenges. Efficient file/document management in Salesforce is one such challenge that demands an intelligent solution. Considering the troubles associated with the management of your growing file volumes in Salesforce, XfilesPro provides an advanced file management platform for your requirements. What makes XfilesPro stands out is, with this superior application, you can manage your overloaded file storage space in Salesforce by moving them externally. Not clear? We will explain better. XfilesPro File Management helps you to automatically migrate your files from the file storage space of Salesforce to your preferred external storage such as SharePoint, AWS S3, Google Drive, OneDrive, and on-premise system (SFTP, SMB, and Network Drive) so that your storage space will remain free up. Now, let’s see the benefits of this automatic file migration process. By moving files out of the CRM platform, you can free up the storage space and regain the performance of your Salesforce app, which will be a big step toward achieving a streamlined file management experience. So, let’s look into the next-gen capabilities that XfilesPro delivers, making the application a cut above the rest. Seamless External Storage Integration: XfilesPro seamlessly integrates Salesforce with your preferred external storage systems (as mentioned above) without the need for an additional integration tool, which comes with extra charges. Automatic File Migration: You can automate the end-to-end file migration from Salesforce to your external storage (or can opt for the manual process) as per your business demand. Customized Folder Structure Creation: If you prefer to keep your migrated files in a certain format or in folders in the external storage, XfilesPro can create a customized folder structure matching your requirement. Complete File Ownership: Since XfilesPro is highly concerned about the file security, the app empowers you with the ultimate ownership of your files, where you will decide who can view and access them. Massive File Migration: Apart from automating the migration of new files, XfilesPro can also move your existing files (in any volume) from the file storage space to the external storage in one shot. Bi-directional File Syncing: With XfilesPro, you can have the modifications made on a Salesforce file to be automatically reflected on the subsequent file in the external storage and vice-versa. SharePoint Tagging: This functionality allows the users to tag the content contained in a file against the specific columns so that you can learn about the information in the file without opening it. Yes, that’s a bit about one of the apps we’re presenting to you at Dreamforce. Now, let’s look into the second one. XfilesPro DocuPrime: 100% Native and Auto Document Generation App for Salesforce You know firsthand manual document generation claims your productive work hours. Even for your journey to San Francisco, you must have created a number of documents for varied purposes. What if you could automate the process within the Salesforce platform? By getting it all done with one click? This is exactly what XfilesPro DocuPrime does for you. We are presenting you an application that can automatically obtain the relevant data from multiple Salesforce objects and generate documents 100% natively within Salesforce. The bright side is that you can create documents of any type and size with this next-gen doc gen application for Salesforce. Now, let’s discuss the capabilities of XfilesPro DocuPrime. Template Access Control: Just similar to the file ownership capability that XfilesPro’s file management app provides, XfilesPro DocuPrime gives you with the supreme authority of your documents, where you can control its access by different users. Existing Template Import: If you want to continue with your existing template format, XfilesPro DocuPrime helps you upload it to your Salesforce for the document generation process. Custom Template Creation: If you prefer to create a new template as per your evolving business needs, you can customize one within Salesforce with our application. Multiple Document Type: XfilesPro DocuPrime supports different document types including Word, Excel, and ppt for your easy workflow. eSignature Support: With XfilesPro DocuPrime, you can easily get done with the approval of your document as the application supports all popular eSigns. Sounds cool? During DF23, we will show you a glimpse of the two advanced applications under the big brand XfilesPro. If you think any of these apps are something you’re searching for
