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.

Email Associations for Einstein Activity Capture

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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:

  1. Eight new built-in AI solutions – powered by Sales Cloud Einstein and Einstein Activity Capture
  2. Sales Engagement and Salesforce Inbox
  3. Embedded call coaching and conversation insights
  4. Subscription Management for Revenue Cloud
  5. Five new, industry-tailored versions of Revenue Intelligence
  6. Sales Cloud for Slack
Salesforce Sales Cloud Unlimited

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#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.

Opportunity Fields in Forecast

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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.

Salesforce Certified Business Analyst

References & Useful URLs

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