Salesforce has just unveiled the much-anticipated Summer ‘24 upgrades for Comms Cloud, packed with exciting features to enhance your sales team’s efficiency. We want to take you through some of Palladin’s favorite updates in the new release!
Enterprise Sales Management
The latest release introduces a slew of features designed to enhance efficiency for your sales teams. Among these additions is the new grid view, complemented by the ability to view line items grouped by product name. This empowers representatives to make bulk in-line edits to both quote and order line items. Gone are the days of tediously editing each line item individually, especially when dealing with larger orders requiring modifications to multiple lines simultaneously. With the grid view, your team can seamlessly keep the system updated, significantly reducing the time spent on manual, one-by-one changes.
Industries Configure Price Quote (CPQ)
Industries CPQ made a step forward with the deleteCartsItems API, aimed at streamlining the process of making deletions. Now, representatives can swiftly delete all child items associated with a root item with just a single click. Upon completion of the deletion process, pricing rules are automatically applied to the updated cart, ensuring accuracy. Furthermore, users now have the freedom to delete items without the prerequisite of removing any associated promotions first. As a product is removed, applied promotions are evaluated against the remaining items for eligibility and subsequently kept or removed.
Product and Feature Name Changes
It wouldn’t be a Salesforce release without some products and features being renamed so let’s review those!
- Billing Inquiry (Pilot) ➡️ Billing and Usage Inquiry (Pilot)
- Bill Inquiry Assistant (Pilot) ➡️ Billing and Usage Assistant (Pilot)
- OmniStudio DataRaptor ➡️ Omnistudio Data Mapper
For a comprehensive look at all the new features and changes, you can review the full Summer ’24 Comms Cloud Release Notes on Salesforce Help.
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Director, Innovation & Pre-Sales Architecture
Nicole Parrish is a seasoned Salesforce Architect with 9 years of experience and 14 certifications, including Certified Application Architect. As Director of Innovation & Pre-Sales Architecture at Palladin Technologies, she connects Sales and Delivery by crafting precise Statements of Work, reducing project risk, and leading efforts to scale IP and drive ongoing platform innovation.
A dynamic and agile expert, Nicole is passionate about leveraging the Salesforce platform to boost productivity, efficiency, and operational excellence. She adeptly manages time, projects, and relationships to deliver proven results with a human-centric approach to technology.
