Admins / Events

TrailblazerDX 2024: Top Insights for Salesforce Admins

By Christine Marshall

TrailblazerDX is a big event in the Salesforce calendar which brings together the ‘builders’ (admins, developers, architects, and more) of the ecosystem, inspiring them to innovate within their own businesses using the Salesforce platform.

TrailblazerDX focuses on the more technical aspects of Salesforce – typically taking a deep dive into features, product demos, and the product development roadmap, as well as exciting announcements. In this article, we’ll explore the top insights for Salesforce Admins from TDX ’24.

AI Will Change the Way Salesforce Admins Build

Salesforce is doubling down on the message that AI is the way of the future; the TDX keynote made it clear that AI will change the way admins build on the Salesforce platform. Looking ahead, creating custom objects, fields, or complex flows will no longer be enough. Every admin will be expected to harness the power of AI and apply it to their own Salesforce org.

Trusted AI Requires Trusted Data

The biggest risk to the successful use of AI is bad data. We all know the saying “garbage in, garbage out”, but the stakes are even higher once we involve AI. 

Data quality has always been a challenge for admins and we know it results in poor user adoption of Salesforce. AI tools will require a financial investment from businesses – as a result, poor adoption will mean reduced return on investment.

It’s not just bad data, it’s also siloed data, meaning data stored is disparate systems that are not connected. To reap the benefits that AI can bring, your data needs to come together to ensure you get a complete view of every customer. 

TDX has put forward Data Cloud as the solution, as it allows you to surface and use data across platforms.

There have also been announcements about the following features, which are currently available in GA and pilot.

READ MORE: Salesforce Data Cloud: Things You Should Know Before You Enable It

Einstein 1 Studio

So, once you accept that there’s no avoiding AI and that you need to connect your data, what comes next? 

The key message at TDX was this: “Everyone, at every company, can become an Einstein.” But how? It’s time to embrace Einstein 1 Studio, a family of low-code conversational AI tools.

Metadata really is the secret sauce in Einstein 1 Studio, which is being described as a metadata aware suite of products. Not only is it aware of your data, but it’s also aware of your configuration changes and unique business set up. 

One key bonus of being metadata aware is that Einstein 1 Studio is aware of, and respects, your security configuration. It can see what level of access a user has (or not) and ensure it only returns information that they have permission to view. 

Prompt Builder

Prompt Builder is now generally available (GA). It allows you to create templated, reusable prompts that can be deployed across your entire org in existing functionality such as Custom Buttons and Flow.

I attended a hands-on Prompt Builder workshop which involved 90 minutes of creating prompts. It was clear to see the vast number of use cases for prompts, and building them was pretty simple and speedy. In fact, the interface felt like a combination of Process Builder and Flow Builder. It was intuitive to use and also incorporated elements of adding merge fields. Overall, I would say that the majority of admins will find Prompt Builder both familiar and easy to skill up – fast.

Copilot Studio

Copilot Builder, now released in beta, allows you to customize the user-facing Einstein Copilot chatbot. By utilizing a set of tools, you can integrate Apex, Flow, and MuleSoft APIs, as well as generative AI components, to create custom functionality.

Model Builder

Model Builder allows you to choose a Large Language Model (LLM) for a specific use case, as opposed to other solutions such as ChatGPT. Salesforce believes that this will become extremely important in the future, particularly as specific AI models develop and businesses begin to build out their own LLMs.

READ MORE: The Salesforce AI Revolution Is Here: Einstein 1 Studio Is Released

Summary

The message at TrailblazerDX ’24 was clear: it’s the AI-way or the highway. Salesforce has invested heavily in AI tools and will continue to do so. How long it will take for the majority of companies to hop on board the AI-train, and how the cost of these tools will impact that transition, remains to be seen. But to me, the cat (Einstein) is out of the bag, the Genie (Data Cloud) is out of the lamp, and there’s no going back!

Don’t forget, you can catch up on all the latest updates at TrailblazerDX via Salesforce+ here.

The Author

Christine Marshall

Christine is the Courses Director at Salesforce Ben. She is an 11x certified Salesforce MVP and leads the Bristol Admin User Group.

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