Jasmine Lychee – June Salesforce Trailmix

It’s Trailmix release day and we’re ready to “tea-off!”


  • Create a Process for Managing Support Cases: Streamline workflow and improve productivity with new processes, record types, and rules.


  • Financial Services Cloud for Users: Learn the basics of working in Financial Services Cloud and watch your productivity soar.
  • Client Management with Financial Services Cloud: Understand households, manage accounts, and track interactions with your customers.
  • Client List Growth with Financial Services Cloud: Grow your business with referrals and metrics.
  • Marketing Content Creation: Learn the value of successful content and how our tools can help you create it.
  • Content Builder Basics: Configure and customize this powerful tool to implement a successful content strategy.
  • Marketing Cloud Connect: Configure Salesforce CRM and Marketing Cloud to share key data across your clouds.
  • Artificial Intelligence for Customer Service: See how artificial intelligence is changing customer service, from chatbots to analytics.
  • Field Service Preventive Maintenance: Track the installation, replacement, and periodic maintenance of your customers’ assets.
  • Daily Productivity Tips for Sales: Learn how the best sales reps get more out of their day.
  • Datasets and Dashboards in B2B Marketing Analytics: Use datasets, lenses, and dashboards to organize and analyze your marketing data.
  • Einstein Bots Basics: Learn how to make customer service smarter and easier with chatbots.
  • Architecture of Commerce Cloud Digital: Learn the architecture and tools you use to develop for Commerce Cloud Digital.
  • Commerce Cloud Digital for Developers: Get to know the tools and technologies you use to develop for Commerce Cloud Digital.


Check out the full Trailmix on Trailhead.Salesforce.com.