Dreamforce 2024 Day 2: Key Announcements
As Day 2 of Dreamforce unfolds, the atmosphere is electric with anticipation and enthusiasm. This annual gathering of innovators, thought leaders and tech enthusiasts has transformed the Moscone Center into a bustling hub of creativity and collaboration. Attendees are immersing themselves in a wealth of sessions, each designed to spark inspiration and foster meaningful connections. From the moment the doors opened, the energy has been contagious. Participants are diving headfirst into a diverse array of topics, from groundbreaking product launches to discussions on the future of AI and customer engagement. The excitement is palpable as industry experts share their insights, and attendees engage in thought-provoking conversations that challenge conventional thinking. With so much happening, it’s a perfect time to highlight some of the major announcements; Salesforce Learning Center Salesforce revealed plans to open a new AI learning center at its San Francisco headquarters in 2025. This center will offer in-person community training courses, empowering users to harness the full potential of AI in their businesses. Innovating with Agentforce Salesforce also showcased its commitment to innovation with a platform keynote focused on building and governing custom AI apps and agents using low-code tools. This session highlighted the capabilities of Agentforce, making it easier than ever for businesses to create tailored AI solutions that drive efficiency and engagement. AI-Powered Radio Station Music artist Will.i.am announced the launch of his AI-powered radio station, highlighting how AI can change the way we listen to music. He talked about using AI to create personalized playlists, improve listener engagement, and provide unique insights into music trends. A Night of Music for a Cause The day wrapped up on a high note with performances by Pink and the rock band Imagine Dragons as a charity concert benefiting UCSF Benioff Children\’s Hospitals. The energy in the room was electric as attendees came together for a great cause, enjoying music while supporting a vital community resource. With the launch of Agentforce at Dreamforce, key discussions followed. Concern about the risk of employees using personal AI tools at work, and on how AI might impact entry-level jobs. To this the team said, While automation is a concern, younger workers view AI as a tool to increase productivity. Salesforce has been investing in education to prepare for these changes, ensuring that while some roles may shift, new opportunities will emerge as the job market evolves. Reassuring that AI agents will assist humans, not replace them. As Day 2 wrapped up, the buzz at Dreamforce is still going strong. With big announcements, exciting performances, and meaningful discussions, the future of AI and customer engagement looks promising. Stay tuned for more highlights from Dreamforce! Poornima GConnecting businesses with top SaaS and CRM solutions through engaging content All Posts
Dreamforce 2024 Day 1: Key Announcements
The energy at Dreamforce 2024 is off the charts! If you thought Dreamforce 2023 was groundbreaking with its AI focus, you’re in for a treat this year. The major announcement is set to redefine everything we thought we knew about AI. As trailblazers embark on this new chapter: One thing is clear, Salesforce is leading the charge in defining the next wave of technological advancement. Building on last year’s remarkable advancements in AI, this year’s launch of Agentforce, a suite of AI agents that does all the heavy lifting in sales, marketing, and service, to power moves with NVIDIA, this year it’s all about pushing the boundaries of what’s possible. With 45000 trailblazers eagerly waiting to witness the next innovation of Salesforce at the Moscone Centre, the excitement was sky-high. Then, stepping onto the stage was our first speaker Lynne Zaledonis, EVP for partner and customer success at Salesforce, ready to welcome the attendees. Then, the moment everyone had been waiting for arrived, Marc Benioff, the maestro behind Salesforce, took the stage. Marc’s entrance was the perfect prelude to the groundbreaking announcements to come. He begins by saying, “This Dreamforce is really like no other Dreamforce we’ve ever had. This is about humans and robots driving customer success together.” Third Wave Of AI: Agentforce As AI took center stage in recent years, Salesforce kicked off with Einstein, bringing predictive AI into the spotlight. Acknowledging that Copilot world had its ups and downs, he stated, “We don’t see how this Copilot world is going to get us the better business results we’ve been looking for.” Salesforce is now set to change the game. By launching Agentforce, autonomous AI agents built to automate tasks across sales, marketing, and service, we have stepped into the third wave of AI he says. They’ve combined all their Customer 360 apps into one platform, creating the most accurate AI system ever. This new approach integrates chatbots and copilots, with plans to expand further. It’s a complete, all-rounder solution that’s both automated and easy to use. New Data Cloud features Salesforce is rolling out new features for its Data Cloud to significantly enhance the capabilities of its AI agents. These updates include advanced data lakes for managing extensive information, support unstructured data like audio and video, add 50 new connectors, and include a low latency data layer for quicker responses from AI agents. Salesforce expects these enhancements to help its AI agents manage complex tasks, offer personalized interactions, and ultimately increase sales and customer satisfaction. Keynote with Jensen Huang from NVIDIA Jensen Huang’s keynote at Dreamforce spotlighted the impactful collaboration between NVIDIA and Salesforce. By integrating NVIDIA’s advanced GPU technology with Salesforce’s Einstein AI, both companies have achieved significant advancements. For Salesforce, this partnership has enhanced Einstein’s processing power, enabling faster and more accurate AI-driven insights and interactions. For NVIDIA, the collaboration has demonstrated the effectiveness of their technology in real-world applications, showcasing their GPUs’ role in powering cutting-edge AI solutions. This synergy has driven innovation, improved performance, and showcased the strengths of both companies in advancing AI capabilities. AI-Powered Partnership At Dreamforce 2024, Salesforce announced key partnerships with Google and IBM to enhance AI capabilities within business workflows. As Dreamforce 2024 Day 1 wraps up, it’s clear that Salesforce and its partners are not just setting new standards, they’re redefining the future of AI. From Marc Benioff’s exciting keynote to partnerships with NVIDIA, Google, and IBM, these collaborations prove that Salesforce is not just pushing the limits of AI; they’re smashing through them, making the future of work smarter and faster than ever before. We’ll be back with all the latest and greatest from Dreamforce! Stick around as we dive into Day 2 in our upcoming blog. Poornima GConnecting businesses with top SaaS and CRM solutions through engaging content All Posts
Watch XfilesPro’s in Action at Dreamforce 24!
Dreamforce 2024 is around the corner. Whether you’re a seasoned Salesforce pro or just starting your journey, this is the place to be. From September 17th to 19th, San Francisco becomes a hotspot for innovation, creativity, and networking. Want to know what Dreamforce has in store? Check out our latest blog for all the details! We’re excited to announce that XfilesPro FiDo will be making waves at Dreamforce 2024. FiDo’s first debut was in 2023, and called it “the biggest tech event” he’d ever attended. If you haven’t met Captain FiDo yet, he’s our beloved product mascot, representing XfilesPro, the ultimate Salesforce document management app. XfilesPro At Dreamforce As a leading ISV partner and a proud two-time winner of the Salesforce Partner Innovation Award, We’ve proudly been a part of Dreamforce for over a decade. Throughout the years, we’ve witnessed and been part of the incredible evolution of Dreamforce. Since XfilesPro’s launch in 2013, we’ve pushed the boundaries of what’s possible, and now it’s bigger and better than ever. During Dreamforce 2023, XfilesPro made its mark once again, but this year, we brought something extra special—our new mascot, FiDo. FiDo quickly became a fan favorite, adding a fun and engaging element to our presence at the event. We had the pleasure of connecting with many of our customers and partners, as well as introducing XfilesPro to countless new attendees. XfilesPro was initially launched to seamlessly integrate with external cloud storage platforms like SharePoint, Google Drive, OneDrive, and AWS. Our team has since introduced features that make managing Salesforce documents easier. With XfilesPro, you can easily move files to your preferred external cloud storage, customize folder structures, securely share files, apply tags, and more. Want to learn more about XfilesPro? Book a demo with our experts today! Building on our success in storage optimization, we introduced the XfilesPro document generation app—DocuPrime to trailblazers, which was launched just before Dreamforce 2023. This year DocuPrime has been upgraded with new features to simplify document lifecycle management, from template creation to review, approval, and e-signature. Let’s face it—no one has time for chaotic document creation. DocuPrime streamlines the entire process, so you can focus on what truly matters. Meet FiDo at Dreamforce 2024 Team XfilesPro is once again making its presence felt at Dreamforce 2024. To know more about what’s new with XfilesPro meet us in person by reserving a slot. Our team will be available to answer all your questions and provide insights into our latest and most exciting features. Get an exclusive look at what we’ve been developing and discover how it’s set to enhance your Salesforce experience. Poornima GConnecting businesses with top SaaS and CRM solutions through engaging content All Posts
Getting Ready for Dreamforce 2024: What You Need to Know
Brace yourselves, Trailblazers! Salesforce Dreamforce 2024 is here, and it’s bigger and better! Are you new to Salesforce & looking for the ultimate guide to make your Dreamforce 2024 experience epic? You have landed in the right place. This blog will help you navigate everything Dreamforce 2024 has to offer. You might be wondering, “What is Dreamforce, and Why is there so much excitement around it?” Or maybe you’re asking yourself, “How Dreamforce is different from any other tech event?” Towards the end of this blog, you’ll find answers to all your questions. Dreamforce: The Biggest Salesforce Tech Event Dreamforce is more than just a conference—it’s a vibrant gathering of the Salesforce Ohana, which includes customers, partners, developers, and industry leaders. As one of Salesforce’s largest events, it features keynotes, product launches, hands-on workshops, and countless networking opportunities. Dreamforce 2024, Salesforce’s annual event, spans three days, starting on the 17th and running until the 19th of September 2024 in San Francisco. Since its launch in 2003, Dreamforce has adapted to the times, moving online during the pandemic. Today, it continues in a hybrid format, offering both in-person and virtual experiences. So, if you can’t secure a ticket, don’t fret—simply tune in on Salesforce+ to watch all the events live. What’s the big deal about Dreamforce? Salesforce has undergone its biggest transformations over the years, with all major announcements being made at Dreamforce. From the launch of Salesforce1 in 2013 and the introduction of Einstein AI in 2016 to strategic acquisitions and the latest innovations like Einstein Copilot, Dreamforce has been the stage for Salesforce’s most significant milestones. Dreamforce 2023, which took place from September 12-14, saw about 40,000 attendees on-site, with over 200,000 people signing up to participate online. The event featured over 1,000 sessions, including keynotes, workshops, and interactive discussions. In addition to the educational sessions, Dreamforce turned up the excitement with Dreamfest, featuring a live performance by the Foo Fighters. What You Can Expect From Dreamforce 2024? What makes Dreamforce different from other tech events is that it fosters community by uniting professionals from around the world to learn, network, and collaborate on the latest industry trends. While many tech events focus on specific areas, Dreamforce covers a wide range of topics, from AI and cloud computing to sustainability and social impact. There’s something for everyone, regardless of their role or industry. This year, Dreamforce is showcasing over 70 AI researchers, innovators, ethics experts, and thought leaders, all sharing their insights and expertise. Some prominent speakers include Daniela Amodei (President & Co-Founder of Anthropic), Kate Hudson (Oscar Nominated Actress, Singer, and Songwriter), Raj Subramaniam (President & CEO of FedEx), Sallie Krawcheck (CEO & Founder of Ellevest), Matthew McConaughey (Academy-Award Winning Actor, NYT Bestselling Author & Salesforce Brand Partner) and more. Hands-On Learning In addition to the impressive lineup of thought-provoking speakers, Dreamforce also offers 1500+ learning sessions, including practical, hands-on learning experiences, training sessions, and interactive demos. These sessions will help enhance your Salesforce knowledge and skills, equipping you with the tools and strategies to deal with real-world challenges and inspiring innovation in your role and company. Networking Opportunities Dreamforce brings together people from various backgrounds, offering the perfect opportunity to connect with like-minded individuals and build meaningful relationships. If you are a first-timer you’ll be welcomed into a vibrant community of Salesforce admins, developers, and Trailblazers. Dreamforce usually has a packed schedule with so many events happening at once, that it’s impossible to catch them all. If you’re wondering which ones to prioritize, depending on your role or what you’re passionate about, here are some must-attend sessions and activities that will help you connect with your kind of people. Sessions to Look For 10 Tips to Prepare for Mission-Critical Events Event type: Theater Who should attend: Administrator, IT Product focus: Marketing Cloud, Success Plans Know More Automate Your Business Processes Event type: Roundtable Who should attend: Administrator, IT Product focus: Salesforce Platform Know More Sandbox Best Practices Event type: Theater Who should attend: Administrator, Developer Product focus: Salesforce Platform Know More True to the Core at Dreamforce ’24 Event type: Keynote Who should attend: Developers, Admins, Partner Product focus: Salesforce Platform, Datacloud Know More Workshop: Trusted AI and Data for Health and Life Sciences Event type: Workshop Who should attend: Administrator, Developer, IT Product focus: Health Cloud, Life Sciences Cloud, Data Cloud Know More Visit the Dreamforce 2024 page to get more info on all the sessions. These interactive sessions feature high-profile speakers and typically attract a diverse audience. Major Salesforce announcements are often made during these sessions, drawing industry experts and peers who share similar interests. It’s a great chance for you to get industry insights and network with professionals which can be beneficial for your personal and business growth. You’ll leave the event with a wealth of knowledge and actionable insights. If you’re keen on gaining valuable industry insights and elevating your expertise, Dreamforce is the perfect event for you. Dreamforce is all about learning, connecting, having fun, and giving back. While attending sessions and completing quests are great, don’t forget that Dreamforce is a vibrant and engaging event in itself. You’ll find plenty of fun activities, including Dreamfest. Dreamfest features a live band, adding an extra layer of excitement to the event. Salesforce CEO and Co-Founder Marc Benioff is a passionate advocate for philanthropy, and this spirit is deeply embedded in Dreamforce. The event not only focuses on innovation and learning but also emphasizes giving back to the community. Also, Did you know that Dreamforce is a game-changer for its attendees? According to Salesforce data, 96% of participants found solutions to their business challenges, and 95% discovered ways to boost efficiency and save time. Plus, 94% uncovered tools that improved customer engagement, while 93% discovered innovations that positively impacted their business. Meet XfilesPro at Dreamforce 2024 XfilesPro offers two key applications for Document Storage & Document Generation on AppExchange, now enhanced with document lifecycle management in its Document Generation app XfilesPro DocuPrime. Customers benefit from streamlined document management with
Document Management Revolution: Highlights from Our London World Tour
Blowing the Trailblazer community away with some groundbreaking announcements on the ‘AI revolution,’ World Tour London buttoned up on a high note! Experiencing the potential of the event firsthand, we must say that World Tour London is your ticket to the future of tech. Because, Salesforce has launched its first-ever dedicated AI Center in London to deal with rising customer demand for the technology. This new space will allow industry experts, developers, and customers to collaborate on innovation and develop new skills. “AI has the potential to drive major growth for UK businesses – with the UK AI market predicted to reach over $1 trillion by 2035. To realize this opportunity, industry-leading experts must work together to develop innovative solutions and overcome obstacles,” says Zahra Bahrololoumi, CEO of Salesforce UK. Moreover, Salesforce has introduced over 200 new Data Cloud Connections, including integrations with social media giants Snapchat, LinkedIn, and Meta during the event. So, how can we resist ourselves from saying that World Tour London is a gateway to the future of tech? A One-of-a-kind Experience For XfilesPro, World Tour London was an outstanding opportunity to extend our footprint in the UK market. We debuted the event as a sponsor that brought a fully-fledged document management solution to empower Salesforce users. Here’s how our World Tour day at ExCel London went. Showcased the XfilesPro Potential We were thrilled to witness how the XfilesPro booth turned out to be a crowd-puller at the World Tour London. Trailblazers from around the world and varied industries including education, finance, and technology joined our experts to discover how XfilesPro can level up and streamline their document management experience in Salesforce. While a huge number of booth visitors showed interest in exploring our document generation application, the number of attendees wanting to learn more about the storage and collaboration app was even more. Based on their requirements, compliance needs, and challenges, Salesforce users voiced a variety of concerns. The best part was that XfilesPro knocked everyone’s socks off with its advanced functionalities! Our ground-breaking solution is a perfect fit for the European market as XfilesPro is packed with multiple functionalities along with security features. Customers can not only generate and store documents in their preferred location using XfilesPro, but the app offers eSignature, secure document sharing, secure document access, seamless collaboration, and much more. We were delighted to see the response and can’t wait to work with new European businesses. Building Global Connections Beyond hosting an amazing crowd at the booth, World Tour London also provided us with an opportunity to extend our network to hundreds of more Trailblazers. We were immersed in the pool of innovation seekers and business leaders who look forward to scaling nothing less than excellence in their business. We met, exchanged ideas, and talked business, all while having enormous fun. Needless to say, the post-event networking was the cherry on top, which opened the door to more business opportunities for us. We received a lot of partnership proposals, product queries, and many other chances to win together with the growing community. “World Tour London hit it out of the park! We met some tech enthusiasts who were in search of solutions for their document handling challenges. I’m glad they found XfilesPro” Says Harish Kumar, CEO & Co-founder of CEPTES Meeting More Trailblazers Although we connected with a massive crowd during World Tour London, we would like to meet many more. Because we understand that it’s high time Salesforce users need to supercharge their document management operations using XfilesPro. So, our team has decided to stay in London for some more days. We will meet our customers, partners, and anyone interested in elevating their business with us. If you missed visiting our booth during the event and would like to meet the team, please schedule a meeting. They are thrilled to see you! The Bottom Line World Tour London was a spectacular experience. We have witnessed the magic of CRM + AI + Data + Trust in building business. With the amazing memories and opportunities we gathered, here we bid adieu to one of the much-awaited Salesforce Tours by expressing heartfelt gratitude to every Trailblazer who joined us. See you next time! Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
Top 3 Reasons to Meet Team XfilesPro at World Tour London
World Tour London is back! And, we have good news! We couldn’t be more proud and thrilled to announce that XfilesPro, the #1 document management application for Salesforce is making its debut at the best of World Tours as a proud Sponsor. Our team is heading to London to showcase the X-factor in the document management realm of Salesforce. As you’re excited to explore 70+ sessions, mind-blowing demos, and the top innovations powered by CRM, AI, Data, and Trust, here’s why you shouldn’t miss joining team us at ExCeL London on 6th June 2024. Showcasing the X-factor for Salesforce Document Management At World Tour London, XfilesPro is presenting a comprehensive suite for all your document management needs in Salesforce. Our platform is fully-fledged, advanced, and capable of accomplishing your everyday requirements to deal with Salesforce documents — from its creation to approval and storage in a secure environment. Here’s a brief overview of the capabilities you would explore upon meeting our team at the World Tour. 1.A Superior Solution for Automated Document Generation Joining us, you will discover the cutting-edge functionalities of XfilesPro’s document generation app for Salesforce. Right from pulling data from various objects to creating the document either by importing your template or building a new one, XfilesPro’s document generator accomplishes document production in Salesforce with the power of automation. Using the app, you can create documents of any type, size, or quantity without your involvement. 2. Later, Route it for Approval and eSign Once the document is generated in the Org, it’s time to channel it for review and approval by several users. With XfilesPro, you can automate this hectic process and eliminate the long waiting time associated with the multiple review and final approvals. And, after the approval, the document will land in the hands of authorized people for eSign. 3. Finally, Store the Documents in a Repository You’re done with review, approval, and eSign. Now, it’s time to store your documents somewhere out of Salesforce considering the limited file storage space of the platform. XfilesPro allows you to transfer documents from Salesforce to any of your preferred, secured external systems (SharePoint, OneDrive, AWS S3, & Google Drive) so that your file storage will never get exhausted. The best part is that since the external storage is owned by you, you will gain 100% ownership and control over your documents and no one else. Finally, once the documents are moved to the external repository, you have accomplished the lifecycle of your documents. That means a meet-up with team XfilesPro at World Tour London will give you the best opportunity to elevate your document management experience in Salesforce. We’re presenting you with a single platform for end-to-end document handling, which eliminates the need to switch between apps or deal with multiple vendors for different purposes. Not this alone, upon meeting us, you will also get the chance to discover the potential of many more applications including Salesforce data archive and backup, and no-code integration. Plus, there will be a door to join our Partner Program and our growing community. So, shall we meet and help each other? Don’t forget to stop by our booth at ExCel London! Before that, please book a slot here to avoid the rush! Looking forward to seeing you! Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
Why Should You Join XfilesPro at Salesforce World Tour Essentials Dubai 2024?
The future of business is coming to Dubai, and so are we! We’re immensely proud to announce that we are a Gold Sponsor of Salesforce World Tour Essentials Dubai 2024! While the global Ohana gathers to discover new product innovations and the winning formula of CRM + AI + Data + Trust, we can’t resist joining the enthusiastic crowd. So, we’re meeting you at the Madinat Jumeirah Conference Centre, Booth Number 3 on 16th July 2024 with solutions for some of your major pain points using Salesforce. Unveiling Innovative Products at World Tour Essentials Dubai As the world steps into a new era of technology at World Tour Essentials Dubai, team XfilesPro is thrilled to expand our horizon further in the Gulf Tiger. We will not only connect with business leaders and tech enthusiasts at the biggest annual event but also look forward to meeting our customers and learning from them about their new requirements. Along with XfilesPro, we’re bringing a wide range of advanced applications to the event that are capable of resolving potential challenges of Salesforce users. You will explore solutions for efficient document and data management, seamless Salesforce integration, real-estate automation application, and many more upon joining us. So, make sure you meet our team at World Tour Essentials Dubai! Why You Need to Join Team XfilesPro? We welcome you to Booth 3 to not miss an opportunity to explore the futuristic innovations in the document management realm of Salesforce. We’re proud to present XfilesPro as the fully-fledged solution for your end-to-end requirements for dealing with documents from its generation stage to getting them approved and stored in a secure environment. Let’s take a brief look at the advancements of XfilesPro before you head to our booth. Document Generation: This is the modern application you need to automate your daily document generation process in Salesforce. With XfilesPro’s auto document generation tool, you can create documents in bulk in any format either by using your existing template or building a new one. Needless to say, the application charts the way to increased process efficiency, reduced time, and productivity boost for your business. Review, Approval, and eSign: Once the document is created, automatically route it for final review, approval, and eSign by multiple users and eliminate the repeated manual work and waiting time associated with it. Through review and approval automation with XfilesPro, you can streamline the workflow, ensure compliance, and accelerate the decision-making process with ease. Storage and Collaboration: Here’s where XfilesPro addresses the limited file storage concerns in Salesforce. As the growing documents eat up the file storage, XfilesPro helps you optimize the space by enabling the automatic movement of documents from Salesforce to any of your preferred external storage (SharePoint, AWS S3, OneDrive, Google Drive) by establishing a quick, seamless, and no-code integration between both platforms. So, you can rest assured about the freed-up storage space every time. In short, XfilesPro offers a comprehensive and one-stop platform to accomplish the lifecycle of your Salesforce documents. And, it also means you need to stop by our booth and talk to our experts! They are eager to help you by; Presenting live demonstrations highlighting the advanced functionalities of XfilesPro Learning your challenges and what you’re looking forward to achieve Explaining how XfilesPro can help you scale document management efficiency in Salesforce Mark your calendar and join us at Salesforce World Tour Essentials by scheduling a meeting. Looking forward to hosting you! Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
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
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
