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Today on the Salesforce Admins Podcast, we talk to Brinkal Janani, Director of Product Management at Salesforce. Join us as we chat about the future of AI-powered customization that’s coming with Generative Canvas.
You should subscribe for the full episode, but here are a few takeaways from our conversation with Brinkal.
Brinkal has always been fascinated by how admins can build dynamic user experiences without code. He was on the original team of engineers that built Dynamic Forms, and as a product manager, he’s been leading the charge on Lightning App Builder and AI-generated apps.
Today on the pod, we’re going to take a sneak peek at what Brinkal’s working on right now. Think of all of this as one big Forward looking Statement but right now, they’re calling it Generative Canvas.
I’ve been in the ecosystem long enough to remember how much of a game-changer things like Lightning Forms, Lightning Page Builder, and Dynamic Forms were for admins. These tools put admins in the driver’s seat to guide users to the insights they need. However, as Brinkal points out, it’s difficult to anticipate what users will need in terms of data and workflows.
The concept of Generative Canvas is to leverage AI agents to go beyond static user interfaces to something more dynamic and responsive. The user prompts an agent that responds with Lightning Components that can be slotted directly into the UI.
As an admin, you build the agents, connect the relevant data, and Generative Canvas takes care of the rest. Suddenly, without any coding, you’ve built AI-powered dynamic layouts for your users.
You really have to see a video of Generative Canvas in action to get how big this is going to be. But imagine a team is collaborating for a sales meeting. You can drop the pitch deck into the UI and ask for an outline to work from. Another person can pull up data about the customer from Data Cloud, and maybe a chart built from public data showing growth in the market. And this is just scratching the surface of what Salesforce Admins will be able to build with no code.
If all of this is exciting to you, make sure to listen to the full episode for more from Brinkal. And don’t forget to subscribe to the Salesforce Admins Podcast to catch us every Thursday.
Mike Gerholdt:
So Brinkal, welcome to the podcast.
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
And for years I’ve seen Salesforce admin utilize technologies such as Lightning App Builder, Dynamic Forms, even Page Layouts to control how the UI appears, period. And these no-code tools are the best and have been the best in what they do, but it’s also nearly impossible to anticipate the full spectrum that the end users would need in terms of data and workflows, which is where Generative Canvas as a technology becomes really important. It unlocks a whole new way of interacting with data and workflow. So the general concept of Generative Canvas is, it goes beyond static user interfaces to more interactive and dynamic ones where you’re talking to an agent and having those responses stored as Lightning components on the layout. That’s the crux of it.
Mike Gerholdt:
Brinkal Janani:
So imagine a sales executive who is handling multiple accounts and is literally in back-to-back situations with meetings when it comes to talking to these accounts and customers. And what it really is, and it’s what you’ve seen with our customers, is like a very personalized approach, a personalized pitch. And executives not having enough time to prep that pitch, or even prepare for that meeting, has been the biggest disadvantage.
And even if they do get time, they usually go to multiple UIs or even leverage multiple tools to be able to create that insight, which is why this was the first use case we felt is the best fit to tackle with Generative Canvas. Because Generative Canvas will make it super easy for any executive starting with sales executives to focus on the job to be done, and not a tool. And the reason I say this is because it’s a single-page application where they are interacting with the agents on the backend.
And as I said, agents are responding via text, via components that you put and organize on the UI. And not just that, you can personalize this layout or UI by moving these responses/components around on the Canvas and even resizing them so it exactly fits the way you would have imagined the UI could look like and carry this UI into the meeting so you have something to talk about, you have talking points to break the ice, or even you have insights if you want to cross-sell or upsell any of our products. So I think that example really nails the value of what we are trying to achieve with Generative Canvas. And obviously it’s a start and we are going to grow from this use case to multiple other use cases, but hopefully this shows a value.
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
If you enjoyed this episode, hey, do me a favor, share it with a fellow admin. You can tap the dots in Apple Podcasts and click share episode and then that way you can post it on whatever social platform you are on or, text it to a friend. Or share it in your community user group. I’d be a fan of that. Of course, all the resources, including the transcript, are in the show notes for this episode. And where are those? Well, those are your one-stop shop for everything admin, which is admin.salesforce.com. Now don’t forget to join the conversation over in the Admin Trailblazer group. Don’t worry, the link is in the show notes. Where’s the show notes? Admin.salesforce.com. Look at that. It’s like we thought about this ahead of time. I promise we did. All right. Until next time, we’ll see you in the cloud.
The post AI-Powered Dynamic Layouts for Salesforce Admins appeared first on Salesforce Admins.
4.7
199199 ratings
Today on the Salesforce Admins Podcast, we talk to Brinkal Janani, Director of Product Management at Salesforce. Join us as we chat about the future of AI-powered customization that’s coming with Generative Canvas.
You should subscribe for the full episode, but here are a few takeaways from our conversation with Brinkal.
Brinkal has always been fascinated by how admins can build dynamic user experiences without code. He was on the original team of engineers that built Dynamic Forms, and as a product manager, he’s been leading the charge on Lightning App Builder and AI-generated apps.
Today on the pod, we’re going to take a sneak peek at what Brinkal’s working on right now. Think of all of this as one big Forward looking Statement but right now, they’re calling it Generative Canvas.
I’ve been in the ecosystem long enough to remember how much of a game-changer things like Lightning Forms, Lightning Page Builder, and Dynamic Forms were for admins. These tools put admins in the driver’s seat to guide users to the insights they need. However, as Brinkal points out, it’s difficult to anticipate what users will need in terms of data and workflows.
The concept of Generative Canvas is to leverage AI agents to go beyond static user interfaces to something more dynamic and responsive. The user prompts an agent that responds with Lightning Components that can be slotted directly into the UI.
As an admin, you build the agents, connect the relevant data, and Generative Canvas takes care of the rest. Suddenly, without any coding, you’ve built AI-powered dynamic layouts for your users.
You really have to see a video of Generative Canvas in action to get how big this is going to be. But imagine a team is collaborating for a sales meeting. You can drop the pitch deck into the UI and ask for an outline to work from. Another person can pull up data about the customer from Data Cloud, and maybe a chart built from public data showing growth in the market. And this is just scratching the surface of what Salesforce Admins will be able to build with no code.
If all of this is exciting to you, make sure to listen to the full episode for more from Brinkal. And don’t forget to subscribe to the Salesforce Admins Podcast to catch us every Thursday.
Mike Gerholdt:
So Brinkal, welcome to the podcast.
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
And for years I’ve seen Salesforce admin utilize technologies such as Lightning App Builder, Dynamic Forms, even Page Layouts to control how the UI appears, period. And these no-code tools are the best and have been the best in what they do, but it’s also nearly impossible to anticipate the full spectrum that the end users would need in terms of data and workflows, which is where Generative Canvas as a technology becomes really important. It unlocks a whole new way of interacting with data and workflow. So the general concept of Generative Canvas is, it goes beyond static user interfaces to more interactive and dynamic ones where you’re talking to an agent and having those responses stored as Lightning components on the layout. That’s the crux of it.
Mike Gerholdt:
Brinkal Janani:
So imagine a sales executive who is handling multiple accounts and is literally in back-to-back situations with meetings when it comes to talking to these accounts and customers. And what it really is, and it’s what you’ve seen with our customers, is like a very personalized approach, a personalized pitch. And executives not having enough time to prep that pitch, or even prepare for that meeting, has been the biggest disadvantage.
And even if they do get time, they usually go to multiple UIs or even leverage multiple tools to be able to create that insight, which is why this was the first use case we felt is the best fit to tackle with Generative Canvas. Because Generative Canvas will make it super easy for any executive starting with sales executives to focus on the job to be done, and not a tool. And the reason I say this is because it’s a single-page application where they are interacting with the agents on the backend.
And as I said, agents are responding via text, via components that you put and organize on the UI. And not just that, you can personalize this layout or UI by moving these responses/components around on the Canvas and even resizing them so it exactly fits the way you would have imagined the UI could look like and carry this UI into the meeting so you have something to talk about, you have talking points to break the ice, or even you have insights if you want to cross-sell or upsell any of our products. So I think that example really nails the value of what we are trying to achieve with Generative Canvas. And obviously it’s a start and we are going to grow from this use case to multiple other use cases, but hopefully this shows a value.
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
Brinkal Janani:
Mike Gerholdt:
If you enjoyed this episode, hey, do me a favor, share it with a fellow admin. You can tap the dots in Apple Podcasts and click share episode and then that way you can post it on whatever social platform you are on or, text it to a friend. Or share it in your community user group. I’d be a fan of that. Of course, all the resources, including the transcript, are in the show notes for this episode. And where are those? Well, those are your one-stop shop for everything admin, which is admin.salesforce.com. Now don’t forget to join the conversation over in the Admin Trailblazer group. Don’t worry, the link is in the show notes. Where’s the show notes? Admin.salesforce.com. Look at that. It’s like we thought about this ahead of time. I promise we did. All right. Until next time, we’ll see you in the cloud.
The post AI-Powered Dynamic Layouts for Salesforce Admins appeared first on Salesforce Admins.
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