SalesforceSummer22 Archives

#SalesforceSummer22 – Natural Language Search for Knowledge Articles

August 10, 2022 / AI / Einstein, SalesforceSummer22

#1MinuteTip #SalesforceSummer22 Natural language search (NLS) makes article management effortless. NLS navigates your Salesforce Knowledge base and identifies your most common article scenarios.

NLS recognizes what you’re searching for as you filter articles by publication, status, creation date, or author. Specify what you’re looking for in the search bar, and NLS returns a relevant list of articles that match your criteria.

Salesforce Natural Language Search for Knowledge Articles

References & Useful URLs

Summer 22 Release Note Article – Manage Your Knowledge Article Base Using Natural Language Search

#SalesforceSummer22 – Restriction Rules Now Supported on External Objects

August 8, 2022 / SalesforceSummer22, Security

#1MinuteTip #SalesforceSummer22 Prior to Summer ’22, an end user could see all records in an External Object (unless the external data source took the user’s context/identity).

In Summer ’22, an administrator can create a restriction rule such that the external data source will only return records that meet the record criteria (defined in the restriction rule)!

Salesforce Restriction Rules on External Objects

References & Useful URLs

Summer 22 Release Note Article – Control Access to External Object Records with Restriction Rules

#SalesforceSummer22 – Capture the Address of Assets

August 6, 2022 / Sales Cloud, SalesforceSummer22

#1MinuteTip #SalesforceSummer22 You can now track the precise address of Assets within a large customer site.
Use an address field on the Asset to track its precise location and make it easier for drivers to get to customers. For example, on a university campus track the precise address of the various Assets in the different buildings.

Salesforce Capture the Address of Assets

References & Useful URLs

Summer 22 Release Note Article – Pinpoint the Location of Your Assets and Service Appointments

#SalesforceSummer22 – Create Reports Based on Selected Salesforce Objects (Beta)

August 4, 2022 / Analytics, SalesforceSummer22

#1MinuteTip #SalesforceSummer22 It can be time-consuming and distracting to search through report types that you don’t need. Now you can filter the report types list in the Create Report window to show only those report types that are based on your selected Salesforce objects.

How: To enable this feature, contact Salesforce Support.

Salesforce Reports Based on Selected Salesforce Objects

References & Useful URLs

Summer 22 Release Note Article – Create Reports Based on Selected Salesforce Objects (Beta)

#SalesforceSummer22 – Get Notifications and Information About Follow-Up Items

August 2, 2022 / SalesforceSummer22

#1MinuteTip #SalesforceSummer22 This is another interesting innovation from Salesforce. Want to quickly see if a meeting has next steps or follow-up questions? Now you can get notified about follow-up tasks and open questions in your notifications and in the Follow Up tab.

This feature is available to users with access to Einstein Conversation Insights (included in unlimited and performance editions, add-on in enterprise edition)

Salesforce Get Notifications About Follow-Up Items

References & Useful URLs

Summer 22 Release Note Article – Get Notifications and Information About Follow-Up Items