Salesforce Summer ’24 Release: Top Features to Watch

This Summer Release 2024 brings several improvements designed to optimize the user experience. At Skyplanner we selected those new features that we consider most relevant. These include the ability to create group appointments with Salesforce Scheduler, improvements to search with Einstein Search, as well as new tools for permission and access management.

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Field Service Automation - hdr

Field Service Automation: Enhancing Efficiency through Salesforce

Today, automation and AI are essential pillars of high-performance field service. They enable prompt real-time assignment of mobile workers, route optimization, inventory management, and more. Additionally, they facilitate communication between field and office staff, improves customer experience, and provides analytics for informed decision making.

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Tableau Pulse - header

Tableau Pulse: the dream tool for data analysis is here

Tableau Pulse is the reinvention of the Tableau platform, now powered by Tableau GPT. It combines automated and personalized analysis to facilitate decision-making, simplifying users’ experience with their data within the workflow itself. It uses natural language and visual formats to present information understandably.

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Marketing Cloud for Einstein - hdr

Exploring Einstein solutions for Marketing Cloud

Einstein products for Marketing Cloud provide valuable insights into your audience, the optimal time to send messages, engagement frequency, and the most effective content. Additionally, they enable hyper-personalization of every customer interaction, ensuring highly effective campaign creation and maximizing ROI.

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Salesforce Prompt Builder - header

Unleash the Power of AI: The Prompt Builder as your strategic intermediary

The Prompt Builder is a specialized tool that facilitates effective communication with a Large Language Model (LLM), by creating specific and contextualized prompts. It streamlines content and response generation, speeding up workflows and boosting productivity. Allows you to harness the full potential of generative AI in Salesforce by generating suitable prompts for it.

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Salesforce CPQ Implementation - hdr

Best Practices in Salesforce CPQ Implementation

Salesforce CPQ implementation is a complex process that requires valuable technical and human resources. However, the benefits of this powerful tool are worthwhile as CPQ streamlines the pricing and quoting process. By guiding this implementation through best practices, you can ensure your company’s transition to a higher level.

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Miami User Group-Event-2024-Q1

First Annual Meeting of the Salesforce Miami User Groups

On March 19th, the Miami Salesforce User Groups held its first annual meeting in grand style. These quarterly gatherings are free and open to all CRM users, from beginners to multi-certified experts. The aim is to provide an inclusive environment for sharing best practices and solutions to common problems.

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Einstein Copilot - hdr

Einstein Copilot, Your 24/7 Tailored Ally

Einstein Copilot is the new conversational AI assistant, reliable and ready to be used and integrated into the user experience of every Salesforce application. It uses natural language to provide data-driven answers, making it easy to identify opportunities, close deals, generate custom closure plans and execute them.

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Trusted by great companies.

From start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.

Green Building Initiative
Banco Sabadell
Norwegian Cruise Line
Larkin Community Hospital
Discovery Channel

What people are saying

Five starts

Five stars on customer satisfaction and Salesforce appexchange ratings.

"Excellent Consultants. During the training I received by the SkyPlanner team, I was lucky to better understand the powerful capabilities of They were very effective, straight-to-the-point, and with a solid knowledge of the CRM and the platform. Definitively they showed us how to streamline the business process within our company. Great group of people spreading valuable knowledge to make businesses grow. I highly recommend them."

Ramiro Allen — Chief Software Engineer @ TurboPay Limited

"Excellent partner! We have been working with SkyPlanner for almost one year now. It has been a pleasure working with their team. If it wasn't for them we would have not been able to go-live with our platform when we did. They understood our needs and were not only able to execute but guide us in our decisions. We continue using them for our on-going projects. They have a deep understanding of the overall platform. Their team is always ready, willing and able to help."

Ivan de Moya — VP Innovation Technology @ SunStreet

"SkyPlanner was professional, creative, reliable and extremely accommodating. From the onset of the project, it was clear that we had found the right partner. Our project was complex and every time we hit a roadblock, SkyPlanner was helpful in identifying and implementing a solution. Jorge Fernandez [SkyPlanner's Co-Founder & Managing Director] was our primary contact and we cannot say enough about what an asset he was in bringing our project to resolution."

Ryan Borcherds — Marketing @ Deliver Lean

"On time, on budget, great quality on every project. Whenever I get asked to recommend a partner, I do not hesitate on my reply: Go with SkyPlanner. I had the privilege to have worked with many teams over the years, none have brought to the table the enthusiasm the SkyPlanner team has. This combined with their professionalism and expertise are the reasons I ONLY recommend one partner: SkyPlanner. In every project (and we have done many) they have consistently delivered on time and on budget with significantly superior quality."

Juan Meza — Strategic Business Development Director @ Sony Electronics Inc.

"Outstanding Service! Happy to have them as our partner! SkyPlanner is by far the most experienced and reliable Salesforce partner. We almost gave up on Salesforce thanks to our previous partner, fortunately we found SkyPlanner and they came to the rescue! They took their time to understand our needs and complexity of our organization. Highly talented, professional and dedicated team. I cannot stress enough how happy we are to have them as our partner and we look forward to continue building our relationship."

Nolan Pereira — Project Manager @ BLU Products

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