So for the sake of clarity, we will use an example for Vertex Netherlands to comply with E-Invoicing Let’s prepare the org. The first thing that we do is create fields on the Invoice level to get the org ready. Help article showing how to create custom fields in Salesforce: Here are the fields that we will create on the Invoice Object:

What is E-Invoicing? Imagine instead of printing an invoice, putting it in an envelope, and mailing it or emailing it, you create it in your accounting software and send it directly to your customer's accounting software in a structured digital format. That's e-invoicing in a nutshell. E-invoicing is the issuance and exchange of invoices in a structured electronic data format, designed for machine-to-machine readability and automated processing.

Learn about routing with the new Acceptance Due Date, where you can set a target date for work to be routed in Omni-Channel, allowing for SLA based routing.

Innovation in agentic orchestration is accelerating rapidly, and our automation product teams have been hard at work improving Flow to make it easier than ever to bring agents and human-centered work together. With the Summer ’25 release, we’ve introduced powerful new capabilities that help you embed Agentforce agents into your automations and extract structured data from agent responses. I also have an update on how we’re tapping into MCP to make Flow and Action Platform capabilities available to the full power of all actions —connect any agent technology to the full power of Salesforce actions.

Part 2 of our Agentforce SeriesIn Part 1, we covered how to get your AI agent live fast with FAQs. Now, we’re moving beyond launch. In this post, you’ll learn how to:🔍 Analyze escalations to uncover what your agent should learn next🧠 Use real case data to expand your AI’s knowledge🔁 Set up a repeatable process to improve performance every sprint…

Introduction Salesforce Scheduler just got a major upgrade with new capabilities powered by Agentforce and it’s a game-changer for appointment booking. Whether you're helping customers over chat or guiding them through a self-service flow, Agentforce makes it easier for agents to schedule appointments quickly and naturally. In this blog, we’ll walk through a few powerful ways to enhance that experience like making search smarter and conversations more human, so your team can deliver faster, more intuitive service.

As a Salesforce administrator, you're always looking for ways to make your org smarter and more efficient. Agentforce has already transformed how you handle sales and service inquiries, but what if your AI agents could access external information from any API to add agentic automation to any task? And what if you could set this up without writing a single line of code?

Disclaimer: This is more of a thought exercise than a valid use case, and contains some anti-patterns. It is meant to give one an example of parsing a prompt's output with Apex. Scenario From a screen flow on the account page, we want to surface a list of the top 5 best products most likely to sell at an account.

Reporting on Salesforce Service Cloud can sometimes feel like navigating a labyrinth. While the platform offers immense flexibility, it often leaves users yearning for more guidance. This blog aims to demystify the process, providing you with the insights and tools needed to harness the full power of Salesforce Service Cloud reporting. Simplifying the Complexity Traditionally, we've made it too hard for customers by offering a plethora of options without clear direction, or even making them aware of the options out there.

Check out our newly published post covering the things we're working on this year at Salesforce for the Flow family.

Check out this great post from Vijay, a VP of Product Management on the Flow team at Salesforce.

Hi Salesforce friends!! I am super excited to share an awesome new feature by the Omni-Channel team in Spring ’25 release: the new ‘Reassign’ standard action. This new standard action allows reps to reassign work to different queues, agents, skills, or even invoke an Omni-Channel flow with just a few clicks. Let’s dive into the details: The new Reassign Action simplifies the setup process and accelerates time-to-value for Omni-Channel.

Revolutionizing Service Oversight with the Live AI Agents View Autonomous AI agents are revolutionizing the service industry, transforming how businesses engage with their customers. But for many service leaders, one critical question remains: What are the AI Agents actually saying to my customers? With the new AI Agents tab in the Service Cloud Supervisor experience, supervisors gain unprecedented visibility into and control of the real-time conversations that Agentforce agents are having with customers.

I've written an article on the Flow Launcher from the App Exchange and included a few use cases showing how to use Datatable Row Actions to launch pop-up screen flows to do things like edit records or add new records to a Datatable. Get the complete story here.

Hey folks! The Flow product team wants to hear from you on making flows even better with Application Lifecycle Management (ALM) processes. We’ve created a short 3-5 minute survey that will give you the opportunity to rank what is keeping you from adopting it more widely in organizations with strict compliance, CI/CD, or development needs. If you like, you can also opt-in to Salesforce Research to provide even more input 1 on 1 with our researchers. Here is the survey:

I’ve released a new version of the Datatable component (4.3.5). In addition to the Remove Row Action, I’ve added a new Standard Row Action and improved reactivity with a new single “Actioned Row” output. When a row is “actioned”, you can fire off other reactive screen components like Flow Launcher or Screen Actions. This lets you now do almost anything you want when clicking on a row action.

I have released a new version (4.3.3) of the Datatable component that adds a new feature and squashes some outstanding bugs. The latest addition lets you specify column filters that will match reco…