#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

#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

#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