Salesforce and Trailhead Branding Elements No Longer Appear on myTrailhead
If you are a myTraihead user then this feature will definitely help your company to showcase your company’s branding instead of Salesforce branding. Astro, Codey, and friends are welcome companions on Salesforce Trailhead. But they can confuse myTrailhead users, who aren’t always familiar with Salesforce branding. Salesforce removed images of Trailhead characters and other Salesforce-specific brand elements from myTrailhead. Note: myTrailhead is available to customers with Enterprise, Performance, or Unlimited editions for an extra cost. Users with the myTrailhead Content Access permission can log in to their company’s myTrailhead site. For example, the Trailmixes page on Salesforce Trailhead shows the Salesforce characters Astro and Codey. The Trailmixes page on myTrailhead does not. Request a Free Consultation YOU MIGHT ALSO LIKE
Allow Custom File Types to Download as Attachments
To increase the security of your Salesforce data, allow your users to download all custom file types as attachments. Where: This change applies to all editions of Lightning Experience and Salesforce Classic. How: Select Download custom file types as attachments from the File Upload and Download Security page in Setup. With this preference enabled, Salesforce securely downloads unrecognized file types instead of opening them in the browser. We strongly recommend that you enable the setting and see how it affects your configuration before this preference is automatically enabled. 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.” Request a Free Consultation YOU MIGHT ALSO LIKE
Get to the Point with Report Highlights-Salesforce Mobile App
This new feature by Salesforce will make your reporting more valuable in Salesforce mobile app. You can get a high-level overview of the reports on the Salesforce mobile app. Report Highlights shows summaries of up to eight key metrics, including average amounts, grand totals, subtotals, record counts, and formula column results. For summary and matrix reports, users can also see totals for groups based on the first-level group field. Note: This change is available the week of July 20, 2020, for iOS in all editions. When you view reports on a mobile device, you want information at a glance, instead of scrolling (and scrolling) through a long, detailed report table. Summed totals help you to get in and out of the data, and on with the day. In order to customize the metrics that appear in Report Highlights, you can go to the report run page on Lightning Experience desktop. Request a Free Consultation YOU MIGHT ALSO LIKE
The Importance of Filtering Knowledge Reports by Category
Reporting is easy now with the new filter type “category filters” specially designed for Knowledge reports. It will Return information about entire categories and subcategories of knowledge articles. Filtering Knowledge Reports by Category 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: 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. For more details, visit CloudVandana. Request a Free Consultation YOU MIGHT ALSO LIKE
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. Request a Free Consultation YOU MIGHT ALSO LIKE
Reorder Navigation Menu Items on Mobile for Lightning Apps
Make navigating your Lightning apps on mobile easier by learning how to reorder your navigation menu items. Follow these simple steps to get started! Mobile users will now 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 the 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.” Request a Free Consultation YOU MIGHT ALSO LIKE
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. Request a Free Consultation YOU MIGHT ALSO LIKE
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. Request a Free Consultation YOU MIGHT ALSO LIKE
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. Request a Free Consultation YOU MIGHT ALSO LIKE
Use Quick Actions to Assign Tasks to Queues
The queue is here for task management as well, teams can work as a group by sharing a task queue, whether their focus is on selling, customer service, or just the pleasure of efficient business processes. Tasks are assigned to a queue that’s shared by a group of users. Anyone of those queue members can take ownership of a task, which creates a pipeline of work items that can be completed more efficiently. With the latest updates now you can set up quick actions on record pages or as global actions so reps can assign tasks to queues more quickly. It’s easy and your sales reps can save time when they collaborate on sales tasks. How Task Queues Can Benefit Your Teams Most business processes involve collaboration, and it’s crucial to optimize your processes by eliminating lag-time between hand-offs, during allocations, and from miscommunications. Here are some examples of how task queues can help you enhance your team’s performance and, hopefully, your customer experience: For more details, visit CloudVandana. Request a Free Consultation YOU MIGHT ALSO LIKE
