Filter Knowledge Reports by Category

Reporting is easy now with new filter type “category filters” specially designed for Knowledge reports. It will Return information about entire categories and subcategories of knowledge articles.

Say you have categories defined by geographic region. The root category lists countries like the United States, Mexico, and Canada. Under the United States, categories include individual states like Arizona, California, and Oregon. Under each state, categories include cities. Category filters have their own operators:

  • at—Return knowledge articles in the specified category.
  • above—Return knowledge articles above and in the specified category.
  • below—Return knowledge articles below and in the specified category.
  • above or below—Return all knowledge articles above, below, and in the specified category. If there is more than one root category, then the filter returns only knowledge articles that are part of the parent root category.

So with a category filter on the United States below Arizona, your report returns knowledge articles about cities like Tucson and Phoenix. Or, with a category filter on the United States above Arizona, your report instead excludes knowledge articles about cities in Arizona.

How: While editing a report, add a category filter from the Filters pane. To filter by the United States

at Arizona, click icon| Add Category Filter (1). A category filter section appears in the filters pane (2). Select the United States for Category, above for operator, and Arizona for Value, then click Apply (3).

Note: Data category filters are only available on report types that include the Knowledge object, such as Knowledge Articles or Knowledge with Cases.

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Add Dynamic Values to Dashboard Text Without Code – Einstein Analytics

If you use Einstein Analytics and want to add data from queries directly to your dashboard text then this new feature will definitely help you.

Numbers and charts are great for visualizing data, but sometimes it helps to put it in writing. That’s why Salesforce made it easier to add data from queries directly to your dashboard text.

For example, want to say “Sales revenue this quarter is $1,234,567”, or “Sita closed the most opportunities this month”? It’s easy when “$1,234,567” and “Sita” come straight from your data and get updated dynamically. Best of all, you can add dynamic values to your dashboard text without creating a binding to another query with code.

Einstein Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.

Steps:

Create a text widget, place your cursor where you want to add a dynamic value (1), then click Add Query Data (2). Choose a query as the source for your dynamic text (3), then choose a field from the source query (4). Available fields from the query appear as columns in a table.

You can remove a dynamic value by deleting it in the text box.

You can also choose whether a dynamic text value is based on the result of the query (5), or whatever’s selected in the dashboard (6). Keep in mind that if you show values based on selection, the text is blank until you make a selection on the dashboard.

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Reorder Navigation Menu Items on Mobile for Lightning Apps

Mobile users now will have more control over how they set up their navigation bar and navigation menu. In any Lightning app with personalization enabled, users can reorder their navigation items in the Salesforce mobile app. Previously, users had to make changes in the desktop version of a Lightning app. These changes affect the mobile navigation menu, the mobile navigation bar, and the desktop navigation bar.

When: This change is available the week of July 20, 2020.

Whether a user is mostly mobile or just on a long trip, reorganizing navigation items to suit the mobile workflow is a smart productivity move. Users can reorder their navigation items to put the items they use most frequently at the top of their navigation menu. The first four items on the menu also appear in the navigation bar at the bottom of the screen, where they’re always within easy reach. And now that users can make changes from within the Salesforce mobile app, they can personalize the navigation items for a mobile-only Lightning app without having to ask their admins for help.

To reorder items, go to the navigation menu, tap the Edit icon, then drag items as needed.

Note for Admins: Personalization is enabled by default in a Lightning app. But if you don’t want your users to personalize the navigation bar for a specific app, disable personalization. From Setup in Lightning Experience, go to the App Manager. For the desired app, select App Options. Select “Disable end-user personalization of nav items in this app.”

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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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