Description

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