What's New

Note: 1Full release information is available in the Spring '25 Release Notes.

Described below are the key changes delivered with this release:

MaxAI

With MaxAI installed, you can seek assistance from Agentforce in three scenarios:

In the example shown below, Agentforce is assisting finding relevant contacts who are missing from an account relationship map.

For guidance on installing and customizing MaxAI, see Introduction to MaxAI.

Account Manager

Linking objectives with insights

Link objectives to insights belonging to the same account. This can be performed in account plans or Account Manager plans, via the icon indicated below.

For more information, see Linking Objectives and Insights (for account plans) or Linking Objectives and Insights (for Account Manager plans).

Note that this feature needs to be enabled by an administrator. For more information, see Enabling Insight Linking.

Test and Improve for account plans

Establish a best-practice meeting cadence for your Altify account plans with regular test & improve events. Test & improves for account plans are accessed via the Account Plan launchpad as indicated below.

For more information, see Test & Improve.

Account plan access for partner users

Partner users such as third party consultants or salespeople can now easily access account plans via the Account Plan launchpad on a partner portal (as shown in the example below).

Access can be configured to assign read-only or read/write permission per partner user.

For more information see the following:

Relationship Map

Viewing ZoomInfo data in a relationship map

Integration with ZoomInfo is now supported in the following ways:

  • When a contact leaves the company associated with the relationship map, they are flagged and highlighted in yellow on the map – as indicated in the example below.

  • Show activity history of contacts (including ZoomInfo data) with a custom panel. In the use case shown below, a contact’s activity history is shown in the custom panel. Activity data captured by ZoomInfo will also be included in this view.

For help with this integration, see Adding ZoomInfo Data in Relationship Maps.

Insight Map

Enhanced insight validation

By default, an insight can be moved from ‘Unconfirmed’ to ‘Confirmed’ status. A third level of validation is now available as follows:

  • Goal: 'Unconfirmed' → 'Confirmed' → 'Achieved'

  • Pressure: 'Unconfirmed' → 'Confirmed' → 'Resolved'

  • Initiative: 'Unconfirmed' → 'Confirmed' → 'Completed'

  • Obstacle: 'Unconfirmed' → 'Confirmed' → 'Overcome'

  • Solution: 'Unconfirmed' → 'Confirmed' → 'Implemented'

New status can be selected on the insight card or details panel (as indicated in the example below) and a validation message indicates when the status was assigned.

For more information, see Marking Insights as Completed.

Enhanced validation is not available to your users by default and the new values can be translated as required. For more information, see Enabling Enhanced Insight Validation.