Things you didn't know you can use in your Salesforce
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I delivered this presentation at PolishDreamin in March 2024 and won the "Master of Presentations" award with that.
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Things you didn't know you can use in your Salesforce
- 1. Things you didn't know you can use in your Salesforce
Editor's Notes
- Admin, consultant, business users?
- 3 releases a year, each roughly 600 pages – who read them?
- I‘ll focus on enterprise edition
- And we will cover all those great things, such as images in dashboards!
- Might need cooperation from the other side, can provision and eventually deprovision users automatically or create on the fly, enforce their access through IdP, solve MFA requirements
- Might need cooperation from the other side https://martinhumpolec.cz/files-connect/
- Search external systems right from Salesforce https://martinhumpolec.cz/federated-search/ (in Czech)
- Still hate this – you want all emails in SF? Data in AWS, not possible to run automation based on the emails But the dashboard might be interesting, these days supported with standard reports as well Recommended contacts looks like handy feature, no need to use 3rd party app such as Introhive Email insights ootb Salesforce meetings component which will extend event page with additional information based on what all you enabled (Quip?)
- You heard about it, right? Christine Marshall has a great presentation
- Best feature of the last a few releases – now you can have multiple related lists for the same object but with different filters
- You know it, right? Record types
- This one as well, right?
- Nothing new, but do you use it?
- Useless according to some as you cannot centrally set them up (only user themselves) plus cannot combine multiple different actions
- The fact that you need to record them limits the possibilities – need to create quick actions for a lot of things and put them on page layout to be able to call them later. Multisteps is a bonus
- I didn‘t notice, but you have Trailhead (no hands-on) right in SF! No ootb automation of assignments (as in myTrailhead/Sales Enablement which was discontinued) Guidance (icon on the top) In-App as a way of documentation – or rather some 3rd party such as Elements.Cloud, Speckit, WalkMe. Louise Lockie presentation
- Can be user created (no chance to limit?), used in reports/list views, on any object, see which records have it associated
- Good bye developers
- Reports are always up to date, what if you need to know how it looked like? Snapshots vs history trend reporting
- https://admin.salesforce.com/blog/2023/best-practices-for-configuring-your-integration-user https://unofficialsf.com/orchestrator-pricing/ Orchestrator is sold via a Service Cloud add-on license. It's a consumption-based SKU which means you pay $1 per orchestration run, and it's sold in yearly increments. We recommend talking to your AE about any additional limitations and ways to include unlicensed users into your orchestrations. All PxE, Enterprise, Enterprise, and Unlimited Editions get 600 runs included (regardless of org size) so that gives you a great opportunity to try it out before purchasing. EE gets 600 runs/year OOTB
- 1 prediction included – yes/no, numeric chance to
- https://help.salesforce.com/s/articleView?language=en_US&id=000795004&type=1 When you pay you potentially get more info
- Important changes visualized, how it went over the period, important records
- Last activity, quickly send email/call, main numbers Where is SLDS?
- Chrome add-on which shows data from SF all the time + allows to quickly create records
- Two versions, one needs the Sales Navigator Teams edition Get data into SF, send inMails etc.
- New component with recommendation based on other cases
- Last dreamforce announcement 25 % cross sell only
- Where to get some (free) extensions