1 Minute Tips
Updates to Sample Salesforce Apps
#1MinuteTip Sample Salesforce apps updated to Summer ’22 release
#SalesforceSummer22 – Manage Email Associations for Einstein Activity Capture
#1MinuteTip #SalesforceSummer22 Emails that Einstein Activity Capture users send and receive are captured and automatically added to the activity timeline of related account, contact, lead, opportunity, contract, and quote records.
Now you can override these automatic associations in the activity timeline. You can remove some or all the associations between an email and related records or add new associations.
For example, Einstein Activity Capture adds an email to the activity timeline of an opportunity record. But you determine that the opportunity doesn’t have much to do with that email, so you remove the association to it. You can search for and add an association to a more relevant opportunity.


References & Useful URLs
- Summer 22 Release Note Article – Manage Associations Between Automatically Captured Emails and Related Records
4 Career Personas for Salesforce Consultant
#1MinuteTip Want to be a Salesforce Consultant? Here are the 4 career personas to choose from and the key skills required for these consulting roles.


References & Useful URLs
#SalesforceSummer22 – Discover Objects and Fields with Search Manager
#1MinuteTip #SalesforceSummer22 Easily view all searchable objects and the search status of each field with the Search Manager. Save time and narrow your search using filters so that you can verify whether a field is searchable.


References & Useful URLs
- Summer 22 Release Note Article – Discover the Objects and Fields Available to Users with Search Manager
Salesforce Launches Sales Cloud Unlimited
#1MinuteTip Salesforce today introduced Sales Cloud Unlimited, a unified platform with everything sales teams need in one place to drive growth and turn sales reps into trusted advisors. This includes:
- Eight new built-in AI solutions – powered by Sales Cloud Einstein and Einstein Activity Capture
- Sales Engagement and Salesforce Inbox
- Embedded call coaching and conversation insights
- Subscription Management for Revenue Cloud
- Five new, industry-tailored versions of Revenue Intelligence
- Sales Cloud for Slack


References & Useful URLs
- Salesforce New Article – Salesforce Launches Sales Cloud Unlimited to Accelerate Productivity with AI and Automation
#SalesforceSummer22 – Choose More Opportunity Fields to Include or Exclude from Your Forecasts
#1MinuteTip #SalesforceSummer22 With custom filters, your sales team can filter by standard number, currency, and picklist fields for forecasts to pinpoint the data to study. For example, you can filter forecasts by new business to compare to renewal forecasts. Previously, you could filter only by record type. You can’t filter on custom data types.


References & Useful URLs
- Summer 22 Release Note Article – Choose More Opportunity Fields to Include or Exclude from Your Forecasts
Salesforce Introduces Business Analyst Certification
#1MinuteTip Salesforce Introduces Business Analyst Certification. This exam is designed for Business Analysts with Salesforce experience. The successful candidate understands business needs, captures requirements, and collaborates with stakeholders to support the development of Salesforce solutions which drive business improvements.


References & Useful URLs
- Salesforce Certified Business Analyst – Certification Home Page