Salesforce Updates

December 12, 2020   -------------------------------------------

Next top 4 features of the latest Salesforce Winter'21 release and how these latest updates can help your business to stay updated.

Opportunity Deal Change Highlights

Highlight what has changed in the pipeline to easily see which deals grew or shrank, and which deals were pushed out or pulled in. 

Lead Score Global Models

Global models will provide a predictive lead scoring option for customers that did not have a good data shape, or enough of the right kinds of data to create a valid, accurate model.

Multi-Account Management

  Now, you can efficiently self-manage user administration across multiple accounts – including user access, passwords, and permissions with just a few clicks.

Territory Planning Enhancements

You now have the ability to create and compare scenarios based on both the number of Territories and the distribution of Attributes. This feature results in new Alignments with Territories.

December 12, 2020   -------------------------------------------

Next top 3 features of the latest Salesforce Winter'21 release and how these latest updates can help your Sales team to stay updated on the movement of deals and provide the ability to update Sales stages.

 

OPPORTUNITY HIGHLIGHTS  

This feature will help your sales team to prioritize work by showing recent changes to amounts and close dates. It helps sales managers with their weekly coaching sessions. In the opportunities list view and Kanban view, text colors and arrows indicate amounts and close dates that changed during the last seven days. And users can hover over an arrow to get details.

ACTIVITIES ENHANCEMENT

Einstein Activity Capture has several enhancements, such as new sync options and the new Request email insight. Sales reps can include suggested meeting times in their emails by choosing available times from their calendar. Recipients choose from among the suggested times, making it easier to set up meetings. And reps have a new option for easily and quickly creating engaging email templates.

VELOCITY ENHANCEMENT 

This enhancement helps to create more efficient and productive sales processes. Sales reps can save your schedule availability into your emails to eliminate back and forth. Call coaching users can now see new insights and share voice calls. Plus, they are able to organize and share sales cadences with folders, reassign targets to a different rep, pause targets in sales cadences, and use improved filters.

December 12, 2020   -------------------------------------------

Next top 4 features of the latest Salesforce Winter'21 Release. Hope you are learning new thing and enjoying using your Salesforce Org 

TIP 1: BOOST AGENT PRODUCTIVITY WITH PREBUILT MACROS

New prebuilt Macros let agents control cases and send mass emails to customers with a streamlined interaction that’s will help your service team to manage case more efficiently & its included with your Salesforce subscription.

Where: This change applies to Lightning Experience in Professional, Enterprise, Unlimited, Performance, and Developer Editions.

How: Go to Support Settings in your salesforce org, and then please turn on Show Closed Statuses in Case Status Field.

 

TIP 2: STREAMLINE CUSTOMER INTERACTIONS WITH QUICKTEXTS

New prebuilt Quick Texts enhance agents’ workflow with instant productivity. Agents can resolve cases, request more information from customers, and follow up via email after closed cases or to troubleshoot with only a few clicks.

Where: This change applies to Lightning Experience in Professional, Enterprise, Unlimited, Performance, and Developer Editions.

How: Share the folder Sample Quick Texts 1, and give read access to the service agents you want to access QuickTexts.

TIP 3: IMPROVE AGENT INTERACTIONS WITH PREBUILT FLOWS

Three flows now come out-of-the-box with your Salesforce subscription to help expedite repetitive processes in your agents’ daily efforts.

Where: This change applies to Lightning Experience in Professional, Enterprise, Unlimited, Performance, and Developer Editions.

How: Create a Case walks agents through case creation to eliminate user errors and streamline agent workflows. Reset Password guides agents through the customer password reset experience, letting agents prioritize tasks. And Verify Identity flow empowers agents to resolve cases of missing credentials in seconds.

TIP 4: ENHANCE SECURITY WITH THREADING FOR EMAIL-TO-CASE

 Email-to-Case threading behavior matches incoming emails with their header information instead of through a Ref ID from the subject or body. 

Where: This change applies to Lightning Experience in Professional, Enterprise, Unlimited, Performance, and Developer Editions.

 How: New orgs default to this new threading behavior. Admins for existing orgs can turn the new behavior on or off with a Release Update until the switch is auto-enforced in Summer '21. Existing orgs continue to work based on ref ID until new behavior is enabled to give time to try out new functionality before auto enforcement.

December 03, 2020   -------------------------------------------

1).

If you’ve ever created a custom report type, you will know the frustrations of keeping it up to date when adding new custom fields, this has to be done manually. Salesforce has finally provided us with an option to automatically add new custom fields to custom report types and now you can get report results in .csv or .xlsx format delivered to your inbox without having to sign in to Salesforce.

2).

This futuristic Einstein features used to be a paid feature, now they have been made accessible to the whole Salesforce community. You can now exclude certain records from the Einstein Opportunity Scoring model, as well as ignore fields of your choosing. In addition, Einstein Lead Scoring used to require 1000 new leads and 120 lead conversions to start scoring your leads, now you can turn it on instantly! Bring your Org into the future with these features.

3).

This incredibly powerful tool allows a level of customization unheard of before. Dynamic forms allow you to create mini-page layouts that can be placed anywhere using the Lightning App Builder, these can be hidden on a per-user basis as well. In a similar fashion, it allows you to show/hide actions based on the user viewing the page, for a cleaner user experience.

4).

Have you ever had Lightning users complain at page loading speeds? Well, you’re not alone, this can be an issue with chunky Lightning pages that are displaying a lot of information. Now you can get to the bottom of the components that are contributing to the bad user experience, simply hit the “Analyze” button at the top of the Lightning App Builder to get recommendations for improvement.