Rosalie Chassat: Good morning, everyone! My name is Rosalie. Welcome to today’s client product update webinar, where we will be presenting version 50.8. I’m Rosalie, your host for today, and joining me as well, we have Yannick. Hi, Yannick!
Yanick Abraham: Happy to be back. A lot of things to show again today.
Rosalie Chassat: Yes, I’ll let a couple of people come in. Shall we go to the next slide?
Rosalie Chassat: Yeah, perfect. So, we have myself, Yannick, as always, and today we have Natalie that will be in the chat, our change advisor. She will be answering your question in the chat and Q&A, and you must be familiar with her by now. Perfect, and as always, to be a great webinar participant, just participate in our polls, use the React button, and drop your question in the Q&A or chat. So, let’s get warmed up with a little
Rosalie Chassat: poll. As always, we are curious to know who’s joining us.
Rosalie Chassat: So, is this your first client webinar? Yes. No, I’m a regular. No, I’ve been to a couple.
Rosalie Chassat: And… I love it, we always have a couple of new faces. So welcome if this is your first time, hopefully not your last.
Rosalie Chassat: All right, let’s have a look at our agenda for today. Perfect. So, last month, we covered version 50.7, which wasn’t as robust, but we used the rest of the time to talk about AI, and we will do that again today. This month, we present to you version 50.8.
Rosalie Chassat: That was released last week, so Monday, October 27th. And we’ll talk about major features, improvement for that version, a couple of minor improvement and fixes, and we’ll finish with what’s in our roadmap for, 50.9.
Rosalie Chassat: All right, and release note upgrade considerations. So, as always, you can find our release notes, in our community and scroll through that after the webinar. For this release, important, I do the little flasher, very important. There are three upgrade considerations, client project transports, my timesheet calendar integration, and the QuickBook. So those three will come back to them during the demo with Yannick, but, just keep that in mind, that you need to do, like.
Rosalie Chassat: Little things, to have access to those features.
Rosalie Chassat: If you upgrade.
Rosalie Chassat: Alright, let’s move on to our next slide.
Yanick Abraham: You wanna close the poll, maybe, Roselius?
Rosalie Chassat: Yeah, right? Good point.
Yanick Abraham: Today.
Rosalie Chassat: We’re gonna touch upon three of our interfaces today. So, My Timesheet, Project Management, and Finance. So, we’ll look at My Timesheet. We made it look better and a bit more functional for our Google Calendar users. Then we’ll dive into project management, we’ll talk about Project Transpose, that’s a very exciting one, and a couple of tweaks we did to the workspace. And then finally, we’ll talk a little bit about QuickBooks.
Rosalie Chassat: So, shall we get started with our demo portion of the webinar? Yannick?
Yanick Abraham: Yes, absolutely, and stay till the end, because at the end, we’re introducing somebody new in the team, so we’re looking forward to that last bit as well.
Yanick Abraham: So, let’s start with my timesheet. So, in My Timesheet, we’ve introduced a new, fresher look, and a smarter indicator to help you make sure that you stay on track in terms of your timing. So, just from the get-go, you can see that we have a little revamp in terms of the UI of the timesheet.
Yanick Abraham: Just give me a sec, I’m gonna change… So, a lot cleaner, a lot simpler, but also you can see there’s some coloring, there’s some color now. And here, for example, you can see for Monday, I was targeting 8 hours, I’m on the green, because it’s aligned with my schedule. Every project resource and client has a work schedule.
Yanick Abraham: So, this one is a line, this one is a bit lower, and for Wednesday, I’m aligned as well, but let’s say I’m lagging an additional hour here, and I’m burying this to 9, it’s gonna become red.
Yanick Abraham: Some people might argue that if you work more, then you’re… supposedly, it might not be red, maybe a green, so in the next release, we’re going to introduce you that you’re gonna be able to change the color coding. For those, for now, it’s red. When you’re over, it follows the out-of-the-box color coding of our utilization.
Yanick Abraham: So, over, usually it’s read in our utilization code.
Yanick Abraham: And let’s say I wanna… let’s say I’m adding another 8 hours here for Thursday, and I’m saving, you’re gonna see that the top portion now is gonna be updated, and the color coding will also change, because unsave.
Yanick Abraham: We, recalculate your total utilization, and your logged hours, and what is your targeted build rate, and then we change the color coding in regards of that. So, green, you’re gonna be spot on, yellow under, and red over. This is gonna be configurable as well.
Yanick Abraham: And one feature that we’re gonna add on the next release will be to calculate it live in terms of which day we are during the week, because you could say that now, at this point in time, I’m in green, because Friday, it’s tomorrow, it’s normal, it’s zero, so I should be green.
Yanick Abraham: So now we just take the total, and the next release, or the release after.
Yanick Abraham: It’s gonna change based on the number of hours, depending on the day.
Yanick Abraham: Make sense? Forgetting anything here, Jose?
Rosalie Chassat: No, it reminds me of when we added all the colors to the workspace. It was a bit the same concept, so hopefully people like it. I… yeah, really fun one.
Rosalie Chassat: And yeah, I think one that’s really related to that, now that you’re in the time today, is talking about the Google Calendar integration, Yannick.
Yanick Abraham: Yes.
Yanick Abraham: Yes, and it’s not over in terms of revamping it, so the next release has a lot of improvement as well on the timesheet, so you will see in our next webinar.
Yanick Abraham: So, another exciting feature, we’ve talked about the calendar sync with Salesforce the other time, but now we also sync with Google. So, if you put on the calendar view in your My Timesheet, and you’re adding this, and you just… let me just remove my Google Calendar, and now you have an Add button, so you’re gonna be able to add a new component, so this one is gonna be a link to
Yanick Abraham: Google Calendar.
Yanick Abraham: You can go ahead, it’s secure and trusted, so you can go ahead and proceed with the signing.
Yanick Abraham: And when it’s gonna resume, it’s gonna refresh my page, and you’ll see that now I have all my calendar events that are being back into
Yanick Abraham: client for me to be able to log those into my timesheet. So now we’re currently doing that webinar, so let’s say I’m gonna spend an hour and a half with the prep.
Yanick Abraham: and everything on that webinar, I can pick up my project that I want to log this into, my task, and then add it. It’s going to turn yellow, because it’s been added in here with the description of the same title as my calendar event was.
Yanick Abraham: And when I’m saving, now it’s gonna turn green, same for the line above, so turn green.
Yanick Abraham: And one other improvement that we did is that if you over and click, or if you hover or click on top of this, you’re gonna have a lot more details now in terms of where it’s been saved, and you have even a link to your timesheet details if you need to go granular. This being said, it is accessible here on top as your new line that has been added. So, this is the configuration of Google Calendar.
Yanick Abraham: The next release, or that we release after, we’re gonna have the Microsoft, Outlook, so before the end of the year, we’re gonna also have Outlook, connection.
Rosalie Chassat: Yeah, I think there’s a couple of chat about it. I think people are interested. Yeah, asking as well about the Microsoft, I don’t think that one is on the roadmap just yet, but…
Yanick Abraham: It is now it’s gonna be completed before the end of the year, so we’re gonna have it, and we have two released left, one that’s gonna be next week, I believe, or the week after, and then one just before the Christmas break, or the new year, so…
Rosalie Chassat: Yeah, and someone is asking, I think it’s still related, if the meetings can automatically be added to the timesheet. I don’t think we’re there yet, but…
Yanick Abraham: Not yet, but this is also one of the time agents, like the AI agent, even select which project and task should be selected, the AI agent has a better success potential of adding it, so you can look at who’s the attendees, and then try to figure it out, so the AI is going to do some part of it, so this is our time agent that we’re going to also talk about a little bit later.
Rosalie Chassat: Eventually, yep. Perfect, and I think there’s an upgrade consideration for that one, Yannick, that’s pretty important, right?
Yanick Abraham: Let me just go back.
Yanick Abraham: What’s up?
Yanick Abraham: Oh.
Yanick Abraham: The, upgrade consideration for the calendar, yes, and the pop-up improvement, mainly for the calendar. So, there’s two things at this point in time. So, first, you need to go… one admin in your company needs to go do and add a remote site settings, for, the connection.
Yanick Abraham: So this is mandatory. So if you don’t do this, then your user won’t be able to connect to Google Calendar, meaning that if you don’t want to enable that feature, just don’t do that. If you want to enable it, then you need to do this.
Yanick Abraham: And at this point in time, for this release, you need to send us the information, so you need to send us a support ticket with the information below.
Yanick Abraham: This is not gonna be, necessary in, the release before, the break as well, so,
Yanick Abraham: But at this point, if you want to use that functionality, you need to send us a ticket, so we can make some back-end change. But again, if you wait until the end of the year, you won’t have to do that.
Rosalie Chassat: Perfect. Let’s move on to our next topic, project management, so specifically the project transpose. I just wanted to do a quick poll about this one before, we move forward. Out of curiosity, we’re curious to know, how often do you need to shift an entire project timeline?
Rosalie Chassat: Rarely, monthly, weekly, every day, because this is what this functionality is about, so we’re curious to know how… great, okay, so it looks like…
Yanick Abraham: The key thing is that you said entire project, right, for this one? Yeah.
Rosalie Chassat: Yeah, yeah, yeah, because I imagine if I said, if you need to challenge, like, any dates of any task, then everybody’s gonna say every day, but yeah, so we have the people say rarely, and then the rest monthly, weekly, some every day, so we’re all over the place here.
Yanick Abraham: And I’m gonna talk about one specific use case that happened quite often, and this is one of the main reasons why we, we, released that, that app.
Yanick Abraham: added functionality, and it’s usually linked with the sales process. So, this is a Salesforce opportunity that we’re looking at, and during that sales process, during the negotiation review, even sometimes during the proposal price quote stage.
Yanick Abraham: Our customer would create projects, either create them automatically based on the type or the product in the opportunity.
Yanick Abraham: But, also, they might just create them manually to do some estimation, and you know that when you’re using a project for estimation and planning, you spend a lot of time aligning dates and time and timeline and properly setting up, as well, some utilization, so you can really track your future usage.
Yanick Abraham: But then what…
Yanick Abraham: Quite often happens is that a sales guy is telling you that it’s gonna close tomorrow.
Yanick Abraham: But actually, no, it’s gonna be postponed for at least a month if it’s not 2, so in December. So then, in this case, in the past, what you had to do is that when you had a proper setup like this, you could just change the date and move it around, so let me just move it a little bit. Or you could have selected several tasks and moved them, but this was a bit messy, and it cannot be automated in the past.
Yanick Abraham: So now, what you have is that you have access to our new interface to change this.
Yanick Abraham: And I’m gonna show you two ways of doing it. So, first, let’s open up the project.
Yanick Abraham: And look at the new button that, if you want to have that button, you need to add it in your page layout, but you have a new button, transpose project.
Yanick Abraham: And it’s gonna bring that interface that’s gonna ask you what do you want to do? Transpose the entire project?
Yanick Abraham: or transpose from a specific task, so all the child of the task. So, for example, if I want to move all my workshop and all the days within my workshop, I could select this, and then decide if I want to transpose to a specific date, or by a certain number of days, so… and then I could just save and it would do it.
Yanick Abraham: In our specific example, what we want to do is that we want to transpose the entire project to a specific date. So, let’s say I want to push it to December 1st, I’m going to save it.
Yanick Abraham: the system is gonna say it’s done, and then if I just refresh my page, you’re gonna see that everything has moved to December, and my signature and everything followed. Okay, so that’s, that’s if you want to use it manually.
Yanick Abraham: the real…
Yanick Abraham: plus value and the automation part is to tie this with the change of date, right? So you don’t have to go and press the button, and so this is the real change. So let’s say it changed again, and now it’s gonna be just a January deal instead. So now, if I just…
Yanick Abraham: change the close date here. There’s an automation, if you look at the date here, if I just save…
Yanick Abraham: then the date of the project will start, will change, and be aligned specifically at the date I’ve changed it. And again, if I open up the My Project.
Yanick Abraham: I’m looking at my, Gantt, it’s gonna be changed for January start, and everything as follows.
Yanick Abraham: So this is really useful, should save a ton of time to your project manager. It should provide you, and maybe this is even one reason that you were not creating your project before selling them, because there was too much maintenance to try to forecast.
Yanick Abraham: But with this now, you can absolutely forecast future revenue, future effort for all your resources and your utilization.
Yanick Abraham: So you should absolutely do it. Before I switch to the technical part on how to set it up, I don’t know, Rosalie, is there anything else?
Rosalie Chassat: Yeah, there’s just a couple questions. Someone’s asking if it only works if you’re using proposals.
Yanick Abraham: No, not at all. And this is the opportunity object, and the button is on the project object, and you can call, as you will see, it’s a flow that’s calling in the background, so this is gonna be what I’m gonna show you in a sec. The flow I built this morning. It took me 2 minutes to do that change.
Yanick Abraham: So, I’ll show you this in a second.
Rosalie Chassat: Someone’s asking if it only works if you have dependencies in your project or not.
Yanick Abraham: No, that’s the beauty of this one. Transpose really transposed everything, and it doesn’t recalculate the rescheduling, though. It’s gonna reschedule, but as is, it’s not really gonna recalculate everything. You might need to do other operation on top, but it’s really a transpose.
Rosalie Chassat: Perfect, yeah, let’s… let’s see what you built.
Yanick Abraham: Okay, how do you set it up? It’s, you’re gonna see it’s very easy. So, in the UI that I’ve shown you, we were, it was asking a few questions, right? So, it’s gonna be pretty much the same thing in the flow. So, it’s a flow, depending on your object, if you’re using the proposal, it’s gonna be on the proposal. If it’s on the opportunity, you’re gonna have a record-triggered flow.
Yanick Abraham: And, you need to, look for the, close date. So, if the close date is changed, then something’s gonna happen. So, then we’re gonna get the projects that are linked to that opportunity. In this specific example, I did it very simple into a single project to transpose.
Yanick Abraham: And then you can just call our apex action, called transpose project.
Yanick Abraham: And then you pass the parameter. So, the date method, you just need to write exactly the same text that you see in the help, so in this case, I want a specific date. I pass my project ID as text, then transpose type, again, the same text that I want, so the entire, not just specific task.
Yanick Abraham: the start date I want to pass based on the opportunity close date, and then the rest I can leave empty, I didn’t need them, and that’s it. And just with this, it’s going to do that transpose. If you have multiple projects, look into your opportunity, and perhaps you want to put some filtering, making sure that close one opportunity don’t change, or…
Yanick Abraham: That, some opportunities don’t change, you can just build the flow you want, and you have access with our Apex H action called transpose project.
Rosalie Chassat: I love it. I know so many customers as well had come up with some workarounds that were kind of working, but this is great.
Yanick Abraham: Yeah, and
Yanick Abraham: We were talking about flow, and you’re gonna see later on, we’re coming back for a fun and interesting and learning trip at Dreamforce, the team, and for building flow, I’m gonna just talk about it in a second. There’s new tools as well that’s gonna allow you to build flow very easily, even if you’re not a technical person, so…
Rosalie Chassat: Stay tuned for that as well.
Rosalie Chassat: Okay.
Yanick Abraham: Going back to the deck, I think the,
Yanick Abraham: Other two things were on the global workspace, so I had the… another toggle, and then the… just a simple help,
Yanick Abraham: That’s gonna be useful as well for knowing what you can do with our workspace.
Yanick Abraham: So, in the global workspace, if I’m just filtering some of my projects, you can see here I have a list of projects based on my filter, and I have one here as a template, and in the past.
Yanick Abraham: We just made it really a simple toggle to really hide and show those, templates, so it’s easier to filter them out.
Yanick Abraham: There’s also another list here that’s available by default, which is your template project, so this one is going to list all your template projects, so if, this is just to simplify the life of people when they would easily toggle option that we introduce pretty much everywhere.
Yanick Abraham: And the next one is that if you hit F1 on your keyboard, it’s gonna bring that help pop-up, and then you can follow all the different shortcuts that we have, including the workspace grid keyboard shortcut.
Yanick Abraham: The task side panel, and then if you add to move tasks together, you also… you could select multiple lines and move it just with drag and drop.
Yanick Abraham: But this is a small improvement for getting ELP based on standard F1 help, F1 Trigger ELPS, pretty much everywhere, just following the same standard.
Rosalie Chassat: Yay!
Yanick Abraham: Okay, another exciting topic.
Yanick Abraham: QuickBooks Sync. Purchase Record Sync.
Yanick Abraham: Okay, we, continue to expand on our bridge, our accounting bridge, and now we’ve seen back for some of our customers. They’ve been asking this to be able to get from QuickBooks the purchase record.
Yanick Abraham: And a purchase record could be a credit card that you’ve received in QuickBooks, so it doesn’t originate from something you bought in…
Yanick Abraham: client or in Salesforce, it’s something that your bank and your
Yanick Abraham: QuickBook would know, so bring… trying to bring back those expands, so you can then assign them to your project, so you can count for their cost, so that’s the goal of this purchase record thing.
Yanick Abraham: In the integration setting page, you have two new checkboxes, so get expense from Purchase and Sync Receive File with QuickBooks, so those two are new in regards of this release.
Yanick Abraham: And the concept is that, like I said, let’s say you have in QuickBooks a credit card line with some amount,
Yanick Abraham: this can be done automatically, there’s an initial setup, but after that, it can be done automatically. It can gather all your expenses, and it’s just gonna create an expense record object in client, the same expense record, and there’s a new field here that’s the accounting system purchase ID, so it’s gonna map to that specific
Yanick Abraham: link in QuickBook.
Yanick Abraham: And just like that, the information’s gonna…
Yanick Abraham: come back, and then you can do whatever you want with it, if you want to associate it to a project. And if you want to get the files as well, it’s going to be the same thing, you just need to enable the checkbox on the,
Yanick Abraham: And the configuration I showed you just before.
Rosalie Chassat: Perfect. Simple enough, then do a live demo.
Yanick Abraham: So, but .
Rosalie Chassat: All this is in the release notes as well, so…
Rosalie Chassat: Alright, so that was kind of our main features there. We also have… all of these are, like, less notable improvements and fixes. We won’t go through all of them, but we’ve kind of ordered them in a logical way, so you can have a look at that afterwards.
Rosalie Chassat: And let’s move to our ideas, voting, and roadmap. So, as always, your ideas are helping us develop our roadmap. A lot of the ideas we just presented were all coming from feedback, actually. I think most of them, the majority, and in our upcoming releases as well. This month, we retained one idea, which is enhanced project visibility in Resource Planner, so that was quite a popular one, as you can see on the screen.
Rosalie Chassat: So this one will be added to the roadmap,
Rosalie Chassat: And I don’t know, Yannick, if you have some more details on that one?
Yanick Abraham: It’s, the resource planner, we’ve improved it, but there’s another layer that’s quite often interesting, so let’s say you have a resource, but you want to see other roles, availability under that specific to under… you could switch right from there, so we’re gonna add more into this, so we can look at the description here, it’s gonna be very similar to the description, but there’s gonna be some, added, functionality as well, but
Yanick Abraham: The idea is to be able to consume in the resource planner, seeing one assignment, but then maybe seeing other people to see if we can swap them or assign them right from there. So this is what we’ve been working a little bit on, and I think with the proof of concept we saw, it’s,
Yanick Abraham: It’s good enough that now we can put it in the roadmap and be confident that we can develop something very cool for our customers.
Rosalie Chassat: Perfect. And yeah, you can log into our community, upvote these, and please continue to,
Rosalie Chassat: send your feature request to our support team. I saw an example, Marjorie was saying that, you know, this transpose project is gonna save her one hour for our whole team. That’s great. If there’s other things that you’re doing on your day-to-day that is taking you way too much time, maybe it’s time to just log a feature request, tell us how we can, like, shorten that for you. But yeah, just keep sending those.
Rosalie Chassat: And then let’s have a look at our roadmap, of what’s coming up. Yeah, so we have a couple of things coming up for timesheet, workspace, resource planning. Next release should be November 21st.
Rosalie Chassat: And then we’ll have our webinar about 2 weeks after that. So what’s coming? Really exciting, I know Yannick is really into that one. The first one, the Jira app. Anyone that’s using Jira, watch out for this one, we’ll talk about it on our next webinar.
Yanick Abraham: but I still want our people to only work in client, but…
Rosalie Chassat: It’s kind of a…
Yanick Abraham: feeling about it, but yes, it’s exciting and an exciting application.
Rosalie Chassat: Yeah, the mass update fields in Workspace, we’ve talked about it a couple of releases, so hopefully it’s coming on the next one. Presets in my timesheet and my deadline, so presets are great, why not spread them around in all our interfaces? Quickbooks bill sync to expense.
Rosalie Chassat: We also have a resource planner. When you’re filtering your, your resource planner, it’s hard to know what you’re filtering right now, what you’re looking at, so just more visibility on that.
Rosalie Chassat: And, we’re having, as well, the timesheet split spanning 2 months, so this was a winning idea that we’re finally delivering on the next,
Yanick Abraham: Finally, but we’ve picked it in the last webinar.
Rosalie Chassat: No, I mean…
Yanick Abraham: It’s already ready.
Rosalie Chassat: I mean, it’s been on the top of the votes for a while, then we pick it up, and the next ver- like, the next release we’ve released.
Yanick Abraham: Yeah, the development went very well. I’ve been following it up, the development is going very well on this one, so, yeah.
Yanick Abraham: Should be released, in the next one.
Rosalie Chassat: Yay! And then there’s a couple more things coming up. You see our last release is planned for, like, New Year’s Eve, or something like that. So there’s a couple of cool things coming up, that have been there for a little while, but, the Outlook thing that we were mentioning earlier, so before the end of the year. Yay!
Yanick Abraham: New scans for the workspace. We’re trying to get some, teaming as well in the workspace, so we should see.
Rosalie Chassat: All right, Yannick, passing you the ball.
Yanick Abraham: Yes! So I was, saying that we made a great trip, so, we’re back, it was already 2 weeks ago, we’ve been to Dreamforce for a week, so it’s the biggest Salesforce event, and then we’ve been to TSIA, which is the biggest professional service event in Vegas.
Yanick Abraham: We did more than just go see Metallica. We decided Metallica versus Benson Boone, but we’ve learned a lot. It was very inspiring. The AI is real this year. We can really do a ton. They showed us Salesforce Vibe, so now there’s a new interface that you have some created for free that you could, for example, ask him to develop the flow that we just talked about.
Yanick Abraham: It would develop the flow automatically with that prompt.
Yanick Abraham: So this is Salesforce Vibe, so there’s a ton of new stuff that came in. And KSIA, we had a boot, it was great, great attendance, but we’ve learned a lot as well, and the professional service is changing, right? So AI is changing everything, so now flows that used to take us hours to develop, with Salesforce Vibe, it’s gonna take us 5 minutes to develop, so we need to, to realign, and…
Yanick Abraham: This is, as well, where we launched our AI initiatives, and where we launched our new messaging, which is the new era of services, where humans will lead, but agents will deliver. So this is really, really where we’re going, and we’re putting a… you’ve seen it in our latest webinar, we are all in on AI.
Yanick Abraham: and where we are at in terms of deploying that AI, and this is a process for us to really learn, try things out, but also share with you. So, even if it’s not ready, I think we’re all in this together, it’s all new stuff, nothing has the truth, the absolute truth, so we need to experiment, and I’m…
Yanick Abraham: I like to be, share… I like to share, I’m being transparent, so I want to share with you. Please do the same with us if you’re experimenting stuff.
Yanick Abraham: And this is our roadmap. So, we’ve talked about it before, but we are using AI to develop our software. Roselli is going to talk about us, our new customer support agent we just released. We are currently developing awesome agents, and one that we’re currently developing, it’s an agent.
Yanick Abraham: It’s a discovery agent that’s listening to a recording of a call.
Yanick Abraham: package, or a project, create a project with a work breakdown structure based on the discovery of the call. So this is one of the agents that I saw a demo this week.
Yanick Abraham: And where we’re going is that we’re gonna have a hybrid human and agent delivery, so we’re gonna assign agent and human on task to eventually go to that autonomous project delivery, which is a goal for us in 2026. So, and the technology is ready now. Salesforce has some really cool stuff.
Yanick Abraham: And we have something exciting to announce as well, Jose?
Rosalie Chassat: Yay! So, yeah, speaking of AI, we’re entering, and that’s the era where human leads, agent delivers, so we want to keep you informed on everything we’re doing. This is the first thing we’re doing, official thing. So, we have Clara.
Rosalie Chassat: our new AI agent, and Clara stands for Client Live Assistance and Response Agent, so… But we treat her as one of our colleagues, so she’s built right into client, she’s ready to help you find your answers faster when you need them. So you see, when you logged in the community, you see the little chat icon at the bottom right.
Rosalie Chassat: So when you log into the community, you can just click on it, start a conversation. She can help answer your questions about client, guide you through different features, hopefully she saves you time searching through our documentation. Don’t worry, you can still reach out to our customer success or support team anytime, we’re not going anywhere. Clara hopefully just gives you a little,
Rosalie Chassat: faster help. A few quick things to know, like any AI, she can make mistakes, so think of her as your helper, but she’s not, like, the absolute source of truth. So disclaimer, I think all the agents do that. Your chat history is going to stay active when you’re in a session, if you, but it’s going to reset if you log out and come back in. And then, last thing, very important, we would love to get your feedback, so she’s in training.
Rosalie Chassat: This is her very first, second day, so please share your feedback, how we can make her better and be more helpful to you. If anyone on your team wants to use Clara and doesn’t have community login, just send us a message, we’ll,
Rosalie Chassat: create the login for you. And in the meantime, we’re just curious to know, I’m curious to know, we’re all curious to know, will you give Clara a try after today’s webinar?
Rosalie Chassat: So I want to know if you will. And then what kind of questions are you looking to ask, Clara first?
Rosalie Chassat: So, if you can take a few seconds and just let us know that. So, we’re curious. And then, again, like, we’re very much in a continuous development mood, internally, so we’ll be looking at feedback every day and trying to improve her.
Yanick Abraham: and make her even better. And I think, Yannick, you’ve tried something, right?
Yanick Abraham: It takes a little bit of time, but it gave us a great response. So, how to configure Google Calendar for my timesheet?
Yanick Abraham: So here in the description, it even linked the release note, this is what I was showing in the background. The cool thing is that it gives you a confidence level as well, so we don’t want our agent to hallucinate or make up some stuff, so we’re trying that as a confidence level, so be aware of that confidence level when she’s answering. We know that she doesn’t understand everything.
Yanick Abraham: and she doesn’t, like, give me the coolest stuff in the latest release. She was still struggling, so it’s like, what’s the analogy you gave us? It’s like a… not a toddler, but an intern, you know?
Rosalie Chassat: But she’s very motivated to learn, and she’s very eager, but she’s not, like, at level just yet.
Yanick Abraham: We still need to train her a little bit, so every day we’re gonna be training her, but having your feedback in terms of if it works, in terms of what she gave you.
Yanick Abraham: And what didn’t work, we’re interested in both, so please just write to support. We’re trying to have, like… this is based on Agent Force, so this is based on the Salesforce technology.
Yanick Abraham: The…
Yanick Abraham: there’s still functionality that we haven’t used, like, the feedback is not properly there yet, but we want to have, like, a thumbs up, thumbs down, so we’re gonna also continue improving. The goal is to help with support, but also to help with adoption. How can I introduce surveys to my team, or what is needed to configure those surveys, so all of this is gonna be what Clara is going to be able to,
Yanick Abraham: To help you out with. So please, give it a try, tell us what you think.
Rosalie Chassat: Perfect. Yeah, and I see already people are chatting about the… the edits.
Rosalie Chassat: So, yeah, anything you want to share, feedback, anything, you can just email us afterwards, or… I mean, I talk to you on calls, we all talk to you on calls, so informal feedback is also great. This kind of wraps up our version 50.8 webinar. That was a shorter one, great. Get time back. As always, we’re just curious to get feedback on the webinar, so how engaging it was, if you… what do you enjoy most, and…
Rosalie Chassat: how we can make the webinar better. As always, we’re going to send you a follow-up email.
Rosalie Chassat: With the recording, presentation, slide, summary, etc. Be sure to register to our last webinar of the year, December 11th. Again, we’re gonna have really fun things to, showcase, like you saw on our roadmap. So we’ll see you there. Yaning, did you want to add anything else?
Yanick Abraham: No, we’re gonna keep you, appraised as well of our progress on AI, so every week we have new stuff, so we’re gonna keep you,
Yanick Abraham: Updated.
Rosalie Chassat: Perfect. Have a great day, everybody. Bye-bye.
Yanick Abraham: Thank you, Leslie. Thank you, everyone.
Yanick Abraham: See you soon.

Rosalie Chassat: Good morning or afternoon, everyone! Welcome to our September product update webinar. Thank you for joining us today. Today we will be presenting version 50.7.2 that was released about 2 weeks ago.
Rosalie Chassat: All right. So, my name is Rosalie, I’m Customer Success Manager at Client, and I will be your host today. As always, we have Yannick, our CEO, that will be demoing some of our features and more. Hi, Yannick.
Yanick Abraham: Hey, what was that Eve?
Yanick Abraham: Thank you for pushing back this webinar. It was due for last week, but happy to be here this week.
Rosalie Chassat: Great. And we also have Isabelle that will be answering your questions in the Q&A and chat today. So, little quick slide that we always have, yeah, just how to be a great participant, just make sure you participate to the polls, we don’t have that many today, but make sure to use the React button. There’s a whole portion of the webinar during which we really want you to use the React button, so when we start talking about AI, very important.
Rosalie Chassat: So make sure you locate that on your end.
Rosalie Chassat: And of course, you can use the Q&A, for questions.
Rosalie Chassat: And I just want to launch this really quick poll that we always have. Just want to know if this is your first client webinar? Yes, no, I’m a regular. No, I’ve been to a couple. It’s the first webinar of, like, the school year type of thing, so maybe we have new faces, maybe we don’t.
Rosalie Chassat: And we do have some new faces, so welcome!
Yanick Abraham: Like that?
Rosalie Chassat: Yay! Perfect! Thank you so much for answering.
Rosalie Chassat: Okay, so what do we have on the agenda for today? First, yeah, as Yannick mentioned, we just want to apologize, because we did have to push this webinar, one week, so sorry about that. You will see also today is October 2nd, and the webinar is called September. It’s okay, just keep in mind, like, it’s about the release that was released in September, so 50.7.
Rosalie Chassat: Now, thank you for making it today. For today’s agenda, so as usual, Yannick is going to be demoing, we have, like, two new features, from 50.7.2, so it’s a smaller, release. We will also be addressing ideas voting, product roadmap, but then the bigger part of the webinar will be dedicated to AI. We’ve mentioned it in the invitations as well.
Rosalie Chassat: So, Yannick is gonna be doing us a nice presentation on AI, and of course, we want to hear from you if you have any questions, reactions, and all that fun stuff.
Rosalie Chassat: Perfect, so let’s get started. So, as always, we have this slide where we show you if there’s any upgrade consideration for the release. For this one, there’s just one, concerning enhanced cost and revenue fields that we’ll talk in a moment, but just to make sure to add them to your page layout, if you want to use them.
Rosalie Chassat: Alright, and these are the three, features we want to talk about today. I will actually just showcase the first two. The third one we’ll mention on our next webinar. So, go for it, Janik, I’m passing you the ball.
Yanick Abraham: Okay, thank you.
Yanick Abraham: So, we’re coming back to a project status report, and while we, as the first one, so we’ve announced the generation of older technology, we’re going to be talking about something exciting with AI later on, but this we’re coming back to the basic stuff with older technology, such as PDF.
Yanick Abraham: But that’s still very useful, so let’s, let’s go see how we’ve improved the, project status PDF.
Yanick Abraham: To, to,
Yanick Abraham: to go with the evolution we had recently with all the configuration you can do in project statuses, now the PDF has been, as well, embellished, and goes a lot,
Yanick Abraham: A lot better, works a lot better. Okay, so I’m in this project, I’m gonna launch a project status report. So this is the, kind of, HTML version, control the fields that you can see here, they’re all controlled, but with the new addition to the product. But when you download the PDF, or when you’re sending it to by email.
Yanick Abraham: It is generating a PDF that has now been a little bit improved, so I’m gonna do a comparison between the older PDF and the newest PDF. So, I have this old project status report, so some of the things that you can note is that the font has been updated. There was blue fonts everywhere, so for visibility, we’ve put it black.
Yanick Abraham: some of these sections and the tables, you will see, and tables, I have some questions for you, so please do react, like Rosalie mentioned. This one is really a table, and… but the table, they cause problems when you have long fields and description fields, like you can see here.
Yanick Abraham: And when you’re putting images, we had problem resizing images in those rich text areas, so those are the main things that we’ve improved in the newest version.
Yanick Abraham: So, as you can see, the font has been changed, images resized perfectly, and now we have, the tables have been replaced at this point by fields with their label on top for every one of them. This means…
Yanick Abraham: you’re not limited in the number of columns you can add, and you’re not limited in terms of what type of field it is, so when it’s a rich text area, like the issue details and resolution, it’s going to be broken down in separate lines, so it’s not going to clog one specific column. And also, when you’re going to put images, it’s going to just resize the image perfectly, and this way, visibility is going to be a lot better.
Yanick Abraham: My question to you is that,
Yanick Abraham: looking back at that older version of PDF, I still love… I’m not sure if love is a good word, I saw the art coming up, so maybe that’s why I said love, but I like the fact that sometimes it’s a grid, and it works well when it’s a grid with just rows and columns, when you don’t have a description field, for example, as soon as you have text. So, should maybe we introduce something, like, if it’s less than 7 columns, because if you have too many
Yanick Abraham: column as well, it’s gonna… it’s gonna break. Less than 7 columns, and no description, then put it as a table.
Yanick Abraham: Otherwise, put it as we have it now in the new version, with the label and the text behind. So, not sure, this is not an official poll, I didn’t prompt you, but maybe thumbs up, thumbs down, in terms of having it as a table, or do you like this version of it? So, thumbs up, do we need a table?
Yanick Abraham: Let me see you.
Yanick Abraham: Only, only one so far, so no, no, no, no need for the table at this point. Perfect, so I’ll put this on the…
Rosalie Chassat: I know some people that were not using the project status report yet, and we’ve made some developments, maybe they’re starting to use it, and eventually they will get to this, but…
Yanick Abraham: Yeah, we’ll come back to it and see usage, but this could be an option, so I’ll put it a little bit on the back burner, but it’s definitely an option in terms of what we can generate in terms of project statuses. Okay, so coming back to the deck, yeah.
Yanick Abraham: The next improvement, it’s about cost and revenue fields, so we’ve introduced a bunch of new fields in this release, some for consistency, some for adding some depth into what you can report on.
Yanick Abraham: A lot of those fields, most probably, you’ve created yourself as a custom field at some point, so that’s why it was not high in priority, because you can always do… add those fields. This being said, now we’ve introduced a bunch. So, Rosalie highlighted a few of those here. For example, on the task assignment, we have estimated hours, estimate cost, estimate revenue that are rolled up, with the percentage hour spent. That’s one of our
Yanick Abraham: feels that one of our customers added and told her about our formula of hours spent on a task, we’ve introduced that. On the project, open task, completed tasks, so it’s just kind of counters.
Yanick Abraham: And, for presenting that feature, I was thinking of just showing you the release note, because I think the team did a great job of showing the, what has been improved. So first.
Yanick Abraham: In the release note, you can see that you have all the different fields that have been added with the description, and even the formula, for those that are formula fields.
Yanick Abraham: So we have on-task assignment, on-task, and on-project, so please go look… take a look at that, release notes.
Yanick Abraham: But also, we’ve identified and showed them across some page layouts, and I’ll show you in a second how you can easily change and adapt your page layout. But for example, here you have scheduled revenue and cost, so with all the revenue at completion, cost at completion, remaining scheduled revenue, remaining scheduled cost, so the concept of remaining.
Yanick Abraham: Has been, also, reintroduced, so this is on the project.
Yanick Abraham: On the task itself, we have, for example, that hour spent that we were talking about, but also all the revenue and cost field that have been introduced, and for those that were missing, some set log costs that just been added as well.
Yanick Abraham: The upgrade consideration you’ve mentioned, Ozadi, it’s really that you should be adding those into your page layout, so we can take a second just to show the two different ways there is to add to page layout.
Yanick Abraham: If it makes sense with you.
Rosalie Chassat: Yeah, and we just got a question from the chat that I can maybe mention. Someone is asking for, the spreadsheet form of,
Rosalie Chassat: that spreadsheet, I think this is a screenshot we have in the release.
Yanick Abraham: Nothing?
Rosalie Chassat: We probably have that spreadsheet that we can send as a follow-up in the follow-up email.
Rosalie Chassat: Yep.
Yanick Abraham: Okay, so two ways that you can easily change page layout. So, you can either go edit object, this was the old way, and edit the main page layout, and for example, for us, the main page layout, we have it here on the detail page. This is where we added some of those fields, so this will show all the pages, but Salesforce has introduced
Yanick Abraham: A few years ago, the concept of page, so if you just do edit page.
Yanick Abraham: It’s gonna bring you to that builder, if you have the credentials to do so, for sure. But you’re gonna see that now you can easily create sections
Yanick Abraham: key field section, so if I click here on the fields tab, and I take field section, I can easily drop new field section, and then I can drop some of those new fields that we’ve added. Because on existing environment, we cannot change, and we don’t want to mess up your page layout.
Yanick Abraham: So that’s why those new fields, they are not going to be added by default into your, into your pages, so you will need to do either changing the main page layout or going in here and adding fields on your page yourself, so…
Yanick Abraham: This is the, upgrade consideration.
Rosalie Chassat: We also had a question, Yannick, if we’re able to change the field labels, for those.
Rosalie Chassat: Or not.
Yanick Abraham: Changing the field labels. If you want to, go on top of our field labels, the, the best way is using the translation workbench, or to be… to kind of rename some of those labels, so you can always change labels, but our fields labels,
Yanick Abraham: They’re part of the, they’re like any other fields that we have in trained.
Rosalie Chassat: Right?
Rosalie Chassat: Okay.
Rosalie Chassat: So, I think we’re on our next, yeah, next section.
Yanick Abraham: Sorry?
Rosalie Chassat: Perfect, we’re… yeah, perfect, okay.
Yanick Abraham: You’re back.
Rosalie Chassat: improvement. We only have a couple as well, and those are mostly fixes, so if any of those spark interest or ring a bell to you, I just invite you to click on the link and then… or go see our release notes and read more about it, but it’s pretty straightforward, so we won’t be showcasing any of those.
Rosalie Chassat: And so let’s head into ideas voting, our next slide.
Rosalie Chassat: Yeah, perfect. Ideas voting. Okay, so for this month, oops, sorry, for this month, we actually retained an idea, for development, so you can see from, our community, we have 25 ideas or so, we had 25 or so. The number one that got the most rating was the auto-split timesheet across calendar months. It got, like, lots of votes, so we’re finally gonna be developing it, so it’s been picked.
Rosalie Chassat: So, yay for everyone that voted for it. I don’t know if anyone on the webinar had voted for that idea. You can send a little emoji or a little reaction if you did. Essentially, it would be to be splitting, generating two timesheets instead of one if you…
Rosalie Chassat: have a work week that spans across two calendar months. Hopefully, it’s going to help you for not having to do so much manual adjustment and get more accurate reporting.
Rosalie Chassat: So this should be developed by the end of the year. We don’t have a set date on it, but keep an eye on our roadmap. We should be adding it very soon.
Rosalie Chassat: And as a reminder, if you want to vote for any of our ideas, you just head over to the ideas tab in our community, and then you can just click the thumbs up. We did do a little cleanup, so the ideas that didn’t get so many votes, since we started this initiative, we just removed them, so we now have a total of 20 ideas, and I expect in the next month we should be adding some more for you to vote on, so keep it up.
Yanick Abraham: Absolutely, yeah.
Yanick Abraham: Keep submitting ideas, there’s a lot of cool stuff that you guys recommend that we are putting on a platform, and as you will see with the AI part, we’re going faster than ever, so a lot of your ideas can make it.
Rosalie Chassat: Yep.
Rosalie Chassat: All right, so for our roadmap, our next version should be released, in October, on October 22nd-ish. So that would be version 50.8.
Rosalie Chassat: And you can see we highlighted what should be coming up in that release, so we’re gonna be some… doing some… it’s nothing new, I think we’ve all mentioned these things, in the past, but they’re actually happening in a couple of weeks. So yeah, optimization on the QuickBooks site.
Rosalie Chassat: The client Jira app that I think Yannick’s gonna mention some more on later. My timesheet, Google, integration, so we’ve mentioned that on our last webinar as well, that we had released,
Rosalie Chassat: Duh.
Rosalie Chassat: Was it the… the other one
Rosalie Chassat: I have a blank, but yeah. And we have the auto-shift task on project start date and update, that’s actually an idea that got a lot of votes that we’re finally gonna put into action, so we call it Project Transpose. So I think that’s a very popular one that people are waiting for. And then in the workspace.
Rosalie Chassat: It’s been a little while since we added new stuff, but, mass update fields, in the grid, we’ve mentioned that in the past.
Rosalie Chassat: So, yeah.
Yanick Abraham: A lot of things coming up in October.
Rosalie Chassat: Yeah, we have a… sorry, what?
Yanick Abraham: A lot of things coming up in October.
Rosalie Chassat: Yeah, yeah, and we’ll mention this at the end, but we’ll be presenting those, actually, in November webinar, so, yeah. Alright.
Rosalie Chassat: I think that’s pretty much it for 50.7, so short and sweet. And let’s dive into AI, Yannick.
Yanick Abraham: Yeah, and I call it the AI bubble.
Rosalie Chassat: AI bubble.
Yanick Abraham: Oh, and I thought we’d be doing something a bit different today. We are going to a trade show called,
Yanick Abraham: Just give me a sec so I can set up them.
Yanick Abraham: Trying to connect.
Rosalie Chassat: And this is the part you can get ready on the React buttons and, like, start reacting as we go. From now on, if you haven’t yet.
Yanick Abraham: Not sure why I’m not able to connect to my deck here.
Yanick Abraham: Bizarre.
Rosalie Chassat: We can see it like that as well.
Yanick Abraham: Yeah, I cannot put it in full screen.
Rosalie Chassat: All right, if you can think in the meantime of any AI-related question you’d like to ask Yannick, feel free to send them in the chat. We will be going through the little presentation at the beginning, but for sure we’ll address them towards the end, so if you can think of anything that you’re really curious about.
Rosalie Chassat: Feel free to add them, and you can add them in the chat, or you can send them as Q&A as well.
Rosalie Chassat: Whatever you prefer.
Yanick Abraham: If I can present, seriously, the first time it happens, my Google slide deck doesn’t open.
Yanick Abraham: Let’s start crawling, though.
Yanick Abraham: Huh.
Yanick Abraham: Doesn’t work well presenting an AI rulemap without an AI deck.
Yanick Abraham: Nice, I’ll send you the… Here we go.
Yanick Abraham: Finally.
Yanick Abraham: Woof!
Yanick Abraham: Wow. Can you still hear me? Can you still see my deck?
Rosalie Chassat: Yeah.
Yanick Abraham: Better be worth it, Yannick. Yeah, I know. Very sorry about this.
Yanick Abraham: Let’s edit it. It’s not a good start to a technology advance like AI without being able to show a deck.
Yanick Abraham: So, okay, we’re presenting at the SIA World, it’s an event for professional service firms. The event is going to be called Don’t Burst Your AI Bubble, and it’s client… five client tips we want to present to help get you started on AI. And I thought it would suit it because it talks about, what we’ve been doing at Client with AI.
Yanick Abraham: And on the 28th of August, in our all-hands, with the team, I’ve declared to the team that we are all-in on AI. So this is what’s really the word I’ve used, so… and it was because a few days before, I kind of had an aha moment using cloud code on one of my pet projects, and this made me rethink everything, and that’s when I went all-in.
Yanick Abraham: And, but…
Yanick Abraham: It’s not my first aha moment I had in AI either. Like, my first AI moment was… aha moment in AI was in 2001 in university. I was building a robot, a forklift, autonomous forklift, that would not enter the walls based on fuzzy logic and performance obscination with generic algorithm. And what stunned me when I found back my picture is that we were still calling it
Yanick Abraham: agent in 2001, so… but this AI aha moment that we have now feels a lot different than the one in 2001, because this one, it’s a lot more real, it’s a lot more actionable, and it’s a lot more accessible, so it makes everything
Yanick Abraham: can now… and what does it mean? It means that pretty much everything can now change. I was debating should I just use everything
Yanick Abraham: Could change, can change, will change.
Yanick Abraham: But things are changing, and they’re changing fast. So we have people like Marvin Yaff, frontrunner in the AI space, that’s saying that 50% of his work at Salesforce is now done by agent. So it does change our industry totally.
Yanick Abraham: But on the same week, on Forbes and Gartner, they’re saying that in 2027,
Yanick Abraham: 40% of the AI Agiant project will be canceled, so we need to be careful where we invest. And on top, the same way as well, Sam Atman, the founder of ChatGPT OpenAI, says that we should not trust the technology. So…
Yanick Abraham: It’s kind of also time to do a kind of a bit of reality check, so our moment is great, so I’ll have some time to…
Yanick Abraham: temper myself, but let’s do kind of a quick reality check. So, AI is good to understand natural language. We all use it to write email, to talk with it, to get trip advisory, so we can summarize data and suggest actions. In the business world, it changed everything we do with communication.
Yanick Abraham: It also generates code, like development, software, and content, so it’s great at that. This being said, it still makes mistakes, you still need to unhold it, and you need to do automation.
Yanick Abraham: And it’s not magic. AI is not magic yet.
Yanick Abraham: And yes, it is a bubble, and yes, the bubble will probably burst, but the technology is absolutely there to stay. So, we need to be using it, we need to start, be really involved in it, and evolve with it. So, where to start? So this is where we’re coming in with our
Yanick Abraham: client tips to get you started with AI, so you… and I’m going to present this as a… kind of the details of it, but then an example of what we’ve been doing at Plion. So, first.
Yanick Abraham: you should be doing proof of concept. So we should be doing a POC, and a good POC, it’s really defined by picking a good team.
Yanick Abraham: identifying an idea, and then, in this case, using AI to execute this idea. What does it mean? So, for example, for a development team, a software development team, it could be develop a new feature, a new functionality with cloud code.
Yanick Abraham: For the customer, the support, team, it could be answer cases, automatically, with… on support with Agent Force, the Salesforce,
Yanick Abraham: agent that can do a service request, or maybe in customer success, all those meeting notes and action plans should be leveraged with Gemini and Copilot, so it’s really defining one good idea, concept, and really go into it and going with it. And at Klein, what we did is that we’ve picked a team, our development team, it’s core for us.
Yanick Abraham: And what we’ve picked is an idea. While we advocate for all our customers to run their entire business on clients, some customers still use Jira. I sometimes use the term occult when I’m talking to Jira, so it’s very difficult to get people out of it, and sometimes some development teams, so…
Yanick Abraham: Instead of fighting it, we decided to have an app in Jira, being able to log time in client.
Yanick Abraham: On a task. So, and we decided to use, cloud code and doing pure vibe coding, so it’s not writing line of codes anymore, it’s prompting the system to write code.
Yanick Abraham: And what was that you?
Yanick Abraham: It’s been an amazing…
Yanick Abraham: proof of concept, because… and it’s not been just a proof of concept, we even have a final releasable product that we’re gonna be able to sell, meaning that we have a new revenue stream that’s been built
Yanick Abraham: within 2 weeks, because it took us 2 weeks to develop this, in an environment that we didn’t know, Jira, it’s called Forge, the development language, we didn’t even know about it, using a tool that we’ve only first used, like, intensively for the first time, Cloud Code.
Yanick Abraham: All this within 2 weeks.
Yanick Abraham: And now what’s even better, and we’re gonna talk about it later, but it’s that the AI used us for requirement writing. It’s been used by… to develop the entire tools, but now also we’re using it for release notes.
Yanick Abraham: for the L Particle. And this morning, Laura validated, but we have now even our marketing client feature spotlight.
Yanick Abraham: being written automatically as well with Cloud Code, meaning that
Yanick Abraham: It changed everything in terms of software development. So, very exciting.
Rosalie Chassat: And in January, we won’t even be on the webinars, it’s all gonna be…
Yanick Abraham: That’s its point four, are you going too fast?
Yanick Abraham: Okay, so the first client tips is pick a proof of concept, pick a team, identify an idea, use AI to execute, but also share the knowledge. We’re all new in this, we’re all learning, like, I’m writing this, and maybe it’s obvious for everyone, but I thought we’re all learning about AI and what it can do, so we should be meeting, we should be talking about it, we should be hosting Lunch and Learn, we’re doing this internally, but I’m even thinking of doing it with
Yanick Abraham: some of you guys, business owners and leaders and people that want to make their team progress so we can talk about it. So share the knowledge is very important.
Yanick Abraham: Okay? Point number two.
Yanick Abraham: data, and this is key, we are… we all hear about it, like, you cannot do anything if you don’t have clean data. In the past, I was saying BI, business intelligence, before AI, so cleaning the data.
Yanick Abraham: Now I call it Get Your Data Straight, so it’s really aligning your data, and before we talk about specific example of data, let’s look at what a LLM prime, like what we’re using now in LLM, so it’s not the fuzzy logic and genetic algorithm, the LLM didn’t exist in 2001, so now it’s really about large language model that you’re going to be using. And there’s four main things, if we
Yanick Abraham: We really dumb it down. There’s the prompt that we all know, so things that we ask.
Yanick Abraham: But in the back, there’s also a set of instructions. Sometimes we put the instruction in the prompt, saying, like, write in a funny tone, or write in a confident way, or don’t use that term, but instruction can be built in, so every time it answers, it’s gonna look at those instructions before answering. So, there’s the prompt, the instruction.
Yanick Abraham: And then there is the grounding, so the… sometimes it’s called knowledge, but knowledge is more on the model itself, so grounding, it’s more like the content… for example, L particle. If you want to write a support agent, all the L particles would be grounding material, so you can base itself on accurate data of your business.
Yanick Abraham: And then you have the data, which kind of colossal states, so it’s really, like, the project statuses that you might have, the case that are coming in with the case subject, and the case description, and the screenshot, and the activity story, so those would be the data itself. So, you need to have your data, get your data straight if you want to be able to benefit from, from AI.
Yanick Abraham: What you should be doing to get this correctly is that you should write
Yanick Abraham: prompt, so write a few conversation starter, this is all it’s called, so build your own AI agent, we’re gonna talk about it after, but you’re gonna need to write some few conversation starter. You need to define your tone and your guiding principle in your instruction. For this, you can ask ChatGPT to help you build that
Yanick Abraham: instruction, so you can use AI everywhere. Then provide the grounding knowledge, and eventually connect everything with your data so you can benefit from it. Okay, so get your data straight is the second point.
Yanick Abraham: At the end, we’re going to be talking about the product agents that we have, so, and the roadmap and the pieces, and we’re going to be using a lot of agents, and this is what I want to talk in the client set number 3. You should be doing a lot of agents, and it’s a lot of agents that I think should be built, and it’s not only one agent, so…
Yanick Abraham: And I don’t know if you saw the Matrix movie when the agent Smith is asking for more of himself to try to fight Neo, but more… this is pretty much the thinking on that front, for us at least, is that you have several agents that will be doing your job, so you need to create a lot of agents.
Yanick Abraham: You need to use your agent, so monitor who’s using it, monitor the usage, monitor if it’s doing good results or not. Do lunch and learn to make sure that we always evolve.
Yanick Abraham: And this way, then, you can improve your agent, and how you improve them, it’s with the data we just talked about. So, your data, your grounding, your instruction, your conversation starter, all this you need to refine and refine and refine to get proper results.
Yanick Abraham: And the way I see it is that now you can do pretty much everything. On the software side, at least, creativity is the only limit.
Yanick Abraham: You can get…
Yanick Abraham: very complex software done in a short amount of time, so I do believe that it’s the era of creativity. And I just want to get you through three of the agents that we are involved in at Client. So, the first one, as you were mentioning, Rosalie, that maybe the next webinar, we will have our clones.
Yanick Abraham: But I’m trying to have my clone.
Yanick Abraham: And it’s MyGPT, so in ChatGPT, I’m not sure if it’s on the Pro version, but you can create your MyGPT,
Yanick Abraham: And by creating your GPT, I’ve tried to create my Yannick clone, so in French, it’s intelligence artificial, instead of AI, it’s IA. So, this is my clone agent that’s supposed to be a subject matter expert to answer all questions related to client, and I want to use this to
Yanick Abraham: my conversation starter, answer RFPs, for example, or write a LinkedIn post more direct, or summarize some business benefits on a sales deck, so that’s why that agent Yannick has been created. And when you create your own ChatGPT, you set it, the default value, I’ve told you, so the instruction.
Yanick Abraham: conversation starter, and then you can upload some knowledge or some grounding with PDF document in this case. Sometime with Salesforce, it’s gonna be linked directly to your database, and in this case, the only data is that capability is the web search, but there’s no data source linked to it. But, yeah, this is my… another pet project that I have, building my agent, Yannick, and we’re using it, myself and marketing, and with Lara to
Yanick Abraham: get our messaging out and being on point in terms of how we should present the tools and everything. So all, pretty much, our conversation goes through that agent before coming out of our LinkedIn posts or our different communication channel.
Yanick Abraham: I said agent with an S, right? So my other agent that I’m using on my pet project and the entire team do have that, the development team, we all have our coding agent.
Yanick Abraham: And now, at this point, we have separate coding agents that we improve ourselves, but the idea is to, like, help us grow, and that, for example, with our coding agent, you can have it embedded in Visual Studio Code, so you talk to him, it gives you a plan, and then it does the development, and you can create things very complex and very…
Yanick Abraham: little amount of time, I’m talking about seconds, to include the graph engine, and to include… so…
Yanick Abraham: coding, my coding agent, you should explore what you can do for the Salesforce crowd and the people here, our customer, you can even develop Salesforce flow with it. So you tell them what you want, and instead of doing point-and-click, Claude or the other engine will develop this for you, so you don’t even have to do the point-and-click, you can just talk to it.
Yanick Abraham: Very exciting part. And now for what we’re gonna be releasing to you, our customer, very shortly, will be our support agent. So, really, a live chat agent based on the agent force of Salesforce that’s going to be able to answer a question about client.
Yanick Abraham: An example, a prompt, for example, would be how to create an approval process of invoices, or I’m having difficulty doing something, and then, that engine force is going to answer you.
Yanick Abraham: An example of instruction for this agent, so use a helpful and clear tone, step-by-step instruction, if they’re prerequisite.
Yanick Abraham: Only use official product functionality, no guessing. So this is the kind of text you have in an instruction. Grounding will be the FAQ, the release notes.
Yanick Abraham: And the data in this case, because it’s a case object, the account information to see which subscription, how many licenses, do we have access to the module invoice or not, so it’s gonna depend. If they have access, I’m gonna tell them a different answer, and they can even look into the case history. So, this is also an agent we’re gonna be releasing soon. We are already using it internally, but now we will be releasing it to our customer, through our customer community.
Yanick Abraham: And, A few, weeks.
Yanick Abraham: Unleash your creativity.
Yanick Abraham: Now, there’s another one, automate, I’m gonna skip it for now, but it’s all you do, the link in between, and it’s called action, so the action that your agent are doing, so we can spend more time talking about the client PSA agents.
Yanick Abraham: So, this is where I want to talk about what we can do in the platform, so… and what you should be looking for as well with your different tools. So, you should not be reinventing the wheels.
Yanick Abraham: And your tools should… your existing tools should incorporate AI agents. And like I said with… like I’ve shown you with Salesforce, we already have a great platform if you want to build some custom stuff, or some service cloud
Yanick Abraham: action directly from there. But now, also, client will come with its own client PSA agents.
Yanick Abraham: And this is the different area that we will be targeting in the next months, okay? So, we’re gonna be talking about a project agent, a resource agent.
Yanick Abraham: time agent, an estimate agent, billing, and customer agent. So this is the area where we’re developing agent.
Yanick Abraham: And in terms of what it should be doing, and I’m not sure for you, Rosalie, but I’m getting, like, nausea looking at that screen, so I’m just gonna switch everything in white.
Yanick Abraham: Color was going… getting me crazy. So, that kind of conversation we have with all of those agents would be something like for a project agent.
Yanick Abraham: what are my most at-risk projects, or what’s my next priority? Or send my project status, or tell me the project status. So this is the kind of conversation that you might have with a project agent, and…
Yanick Abraham: I can let you read it, you’re gonna read it faster than I’m gonna tell you all those lines, but the idea is that what you want to ask yourself?
Yanick Abraham: So, I’m asking you, our customer, so what would be the question you want to answer? So, I’m not sure if Marjorie is on the call, but Marjorie, there’s a few answers already in the deck. You’ve asked if we should have, like, that support agent we’ve talked about, so this is going to be really soon.
Yanick Abraham: The project agent to see if it’s at risk, the resource agent to identify skills or the best resource for this project. So…
Yanick Abraham: This is what we’re going with, but I’m curious to see if there are something specific, and because we cannot develop everything at once.
Yanick Abraham: which one should we start with? I was very exciting about doing a fill my timesheet for me, so that I never have to do a timesheet ever again. But, again, maybe more project statuses.
Yanick Abraham: discussions for… and Tani or Rosalie, if we have any posts, or if any questions showing up.
Yanick Abraham: But at this point…
Rosalie Chassat: There was one, yeah, someone was asking if, there would be any course or assisted training if they’re interested in knowing more.
Rosalie Chassat: becoming more expert with agents. I think as we develop those, probably we’ll get into that, right?
Yanick Abraham: Yeah, and there’s a different aspect, because you don’t have those agents in the product yet.
Yanick Abraham: But you’re still benefiting from everything AI-related we do at Client, and that’s why also I presented this, so we developed features faster, we are supporting you better, and now we’re gonna integrate those things. And what I was saying at the beginning, like, AI, it’s not magic.
Yanick Abraham: It’s also… there’s a lot of things that, give me the product at… project at risk.
Yanick Abraham: you can already see with the project at risk, with the proper list view, with the proper remaining hours versus budget, and you will be good with this. It’s just now AI is introducing a new way to talk, and to… it’s kind of a new UI, it’s a new interface, so you can ask.
Yanick Abraham: So, this is where it’s not magic, and it will do things, it will do action, but now it’s really good for, like I said at the beginning, do a summary of content, and generating some content, but the actions still need to be developed.
Yanick Abraham: Yourself,
Rosalie Chassat: No.
Rosalie Chassat: Yeah, we’re curious to know if there’s any of, like, if you have other questions you’d like to ask the agent, but also from all those ones, like, Yannick, you mentioned, like, the one you’re really into is, like, fill my timesheet for me. There’s so many of those, so it’s also helpful for us to know, like, if one of them, you’re like, oh, which invoice are overdue? That’s, like, my most important. It’s good for us to know that this is most important for you, and there may be another way you can still get that information until we have the agent.
Rosalie Chassat: So…
Yanick Abraham: So, what I’m thinking we’re gonna do as that, we’re gonna take those, the feedback we have, and, also populate those as ideas.
Yanick Abraham: On the idea exchange, and then have them voting on the idea exchange, so, all those agents, and perhaps we can tweak some of those conversation starters, or the different texts, but let’s have them voted on the idea exchange.
Yanick Abraham: So this way, we can get more of your feedback. But this is where we’re going, and it will be released within the next few months. You should see the first agent coming out.
Yanick Abraham: There is always the question of licensing and the question of the architecture of it, that we’re gonna bring back more information in the next few…
Yanick Abraham: Weeks.
Yanick Abraham: Good! So this is it.
Yanick Abraham: Let’s gone back to your, the original deck, over the video.
Rosalie Chassat: Yeah, so we’re heading to our conclusion, so just a couple more minutes, and then we’re done. First of all, one thing, we wanted to mention,
Rosalie Chassat: Officially, you can now register to the last two webinars of the year, so we just added them to our website, and they’re now available for registration. So, our next webinar is going to be on November 6th.
Rosalie Chassat: So, I know usually we did it at the end of the month, but we’re changing things up a little bit, because we were kind of in between two cycles on the development side, so now we’re kind of realigning things.
Rosalie Chassat: So next webinar, November 6th. I added the links here, and I think, yeah, Isabelle just added them on the chat. So, November 6th, and then after that, it’s gonna be December 11th. And then that’s gonna conclude the year, and then in 2026, we’ll have robots doing the one. No, that’s not true, but then we’ll come back with the dates, later, this year for next year.
Rosalie Chassat: Second thing that, Yannick, you’ve been mentioning as well,
Rosalie Chassat: and you may have heard from on our different communication channels, but we will be attending two events in October, so the client team. The first one we will be attending is Dreamforce in San Francisco.
Rosalie Chassat: From October 14 to 16. Yay! So, Yannick, myself, and Stephanie are gonna be there. And then the team is going to be heading over to TSIA. Like Yannick mentioned, he’s gonna be doing the talk about, AI, and then we’ll have more people on the team, so Yannick, Stephanie, Ariane, Laura, and so what we want to know, I’m just gonna do a quick poll.
Rosalie Chassat: Yeah, just out of curiosity, is anyone, like, you’re attending the webinar today, but you or someone from your team, anyone joining, any of these events? So if you’re joining Dreamforce, TSIA, nobody’s joining, or you have no idea what we’re talking about, so just let us know in the, in the poll, we’re curious to know.
Rosalie Chassat: And of course, if you are attending, we’d love to meet up.
Rosalie Chassat: And then the last thing I wanted to mention,
Rosalie Chassat: as a little parenthesis, I’ve been on maternity leave for a little while, but I will be back in November, in my Customer Success Manager function, so I really look forward to seeing you every webinar, but also, connecting back on our quarterly check-ins.
Rosalie Chassat: So I’ll be back the first week of November. And finally, as always, we will be sending a follow-up email. There’s a couple of things I took note, that, people were asking about that we’ll just recap, in that follow-up email. And then, before you leave, please just make sure you fill in our little survey, webinar survey.
Rosalie Chassat: So…
Rosalie Chassat: I’ve just put it on right now. All right, so thank you very much, Yannick, I don’t know if you had anything else you wanted to add?
Yanick Abraham: Well, thank you very much. Thanks for the deal. Looking forward to be on the road with you at Dreamforce and TSIA.
Rosalie Chassat: Perfect. Have a great rest of your day, everyone.
Yanick Abraham: Thank you, everyone, thank you for being here.
Rosalie Chassat: Bye.