Tag: SalesforceSummer22
#SalesforceSummer22 – Share Individual Campaigns with Colleagues in Lightning
#1MinuteTip #SalesforceSummer22 Now you can manually share an individual campaign record with another Salesforce user. This Classic feature is now available in Lightning Experience.
#SalesforceSummer22 – Find the Best Report Type for New Reports
#1MinuteTip #SalesforceSummer22 Take the guesswork out of report type selection when creating a report. With the enhanced report type selector, quickly access recently used report ...
#SalesforceSummer22 – Einstein Activity Capture & Sensitive Information
#1MinuteTip #SalesforceSummer22 Einstein Activity Capture attempts to identify emails with sensitive information and automated responses before they’re added to the timeline, and it sets sharing ...
#SalesforceSummer22 – Edit Multiple Fields on the Report Run Page
#1MinuteTip #SalesforceSummer22 Now you can update statuses and clean up data without rerunning your reports. Save time while staying up to date by editing multiple ...
#SalesforceSummer22 – Manage Email Associations for Einstein Activity Capture
#1MinuteTip #SalesforceSummer22 You can now manage email associations that Einstein Activity Capture users send and receive. You can remove or add association to relevant 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 ...
#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. ...
#SalesforceSummer22 – Create an Event Quickly by Clicking in Availability View
#1MinuteTip #SalesforceSummer22 Scan to see who’s free and create an event by clicking directly in any calendar in availability view in Lightning Experience.
#SalesforceSummer22 – Create Relevant Flows from Flow Trigger Explorer
#1MinuteTip #SalesforceSummer22 Speed up the creation of flows. Create flows in Flow Trigger Explorer with pre-filled settings based on the category and context that you ...
