SalesforceSummer22 Archives

#SalesforceSummer22 – In-App Guidance Prompts on Lower-Level Components

August 20, 2022 / SalesforceSummer22

#1MinuteTip #SalesforceSummer22 In In-App Guidance, you can now show prompts on lower-level elements like:

Einstein Search in global header
Help in global header
Trailhead in the global header
Action buttons in the Actions Ribbon on list views and record pages, or
Target elements in the Utility Bar

In-App Guidance Prompts on Lower Level Components — Image Source: Salesforce Summer ’22 Release Overview Deck

References & Useful URLs

Summer 22 Release Note Article – Help More Users Succeed with Targeted Prompts
Blog Post – Step By Step Guide to In-App Guidance in Salesforce

#SalesforceSummer22 – Manage Expiry of Permission Sets & Groups

August 17, 2022 / SalesforceSummer22, Security

#1MinuteTip #SalesforceSummer22 Managing the expiration of permission sets and permission set groups has been simplified.

First enable this feature in User Management Settings as shown below.

Salesforce Enable expiry of permission sets & groups

Then specify the expiration date either while adding the assignments or from ‘Manage Assignment’ button.

Salesforce specify expiry date while adding or managing permission sets or groups

References & Useful URLs

Summer 22 Release Note Article – Manage Permission Set Assignment Expiration with an Enhanced User Experience (Generally Available)

#SalesforceSummer22 – Emails with Objections Flagged by Einstein

August 16, 2022 / AI / Einstein, SalesforceSummer22

#1MinuteTip #SalesforceSummer22 Einstein Email Insights can now flag objects made in the email. Help sales reps stay on top of critical emails that mention concerns that are stopping an engagement from moving forward. Insights make it easier to send the perfect response at the perfect time.

Salesforce can now flag emails with objections — Image Source: Salesforce Summer ’22 Release Overview Deck

References & Useful URLs

Summer 22 Release Note Article – Discover Lead Objections Sooner with a New Einstein Email Insight

#SalesforceSummer22 – Monitor Critical Changes to Permissions

August 14, 2022 / SalesforceSummer22, Security

#1MinuteTip #SalesforceSummer22 You can now Create transaction security policies to monitor critical changes made in permission sets and permission set groups. If a change doesn’t comply with internal usage, compliance, or security policies, create policies to notify you and block changes. You can also track multi-factor authentication for user interface logins.

Salesforce Monitor Changes to Permissions — Image Source: Salesforce Summer ’22 Release Overview Deck

References & Useful URLs

Summer 22 Release Note Article – Monitor Critical User Permissions (Generally Available)
Blog Post – How to Secure Your Salesforce Org with Transaction Security Policy

#SalesforceSummer22 – Matrix Question in Salesforce Survey

August 12, 2022 / SalesforceSummer22, Survey

#1MinuteTip #SalesforceSummer22 Salesforce Survey now supports matrix questions that allow participants to respond to multiple questions with the same set of choices.

Matrix questions help boost survey completion rates. Create shorter surveys by grouping related questions and including one or more selection questions in a single matrix question. Participants can easily evaluate the common set of choices in a matrix question and complete surveys faster.

References & Useful URLs

Summer 22 Release Note Article – Increase Survey Completion Rates with Matrix Questions