Custom Report Types for Price Book Entries

Custom Report Types are the templates to build amazing, complex, and dynamic reports that the standard report provided by Salesforce does not provide.

Standard report groups standard objects together for you that you might need to report on like Accounts with Contacts, Accounts with Opportunities, Opportunities with Products, etc. By creating a custom report type, you can define the relationships between different objects to report on. 

Now you can create custom report types based on Price book Entries. Users can now report on products and their prices as well. By using Price Book entries as a primary object, you can add products and their information in the same report. Or by using products as a primary object, you can use price book entries as a secondary object.

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Dynamic Forms in Salesforce

Salesforce introduced an amazing new feature to the Lightning Record Pages called Dynamic Forms. It seamlessly integrates the functionalities of the Lightning Record Pages and page layouts. 

Now you do not need to change different page layouts to change fields for the UI. You can use fields individually on the record pages to create your own Dynamic form. You can add a single field or select a whole section from the page layout to add to the record page. 

There are a lot of benefits to using Dynamic forms. You are no more required to use the Classic page layout. You can change the layout on the Lightning App Builder itself. In order to hide/show the fields or sections, you can use the component’s visibility rules because each field or section would act as a separate component and can be handled or placed anywhere on the Lightning record page.

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New Email Insights for Einstein Activity Capture

Einstein Activity Capture has a new feature where it provides new email insights for the conversation between the Sales Rep and the customer. It will now automatically give you insights on how the conversation is happening. For example: as seen in the screenshot below, the customer is explicitly mentioning that he/she is not interested. The insight will pick up signals from the conversation and point it out.

It is a very important feature as it has the potential to grow to a very crucial part of the Einstein Activity Capture functionality.

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