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Our Top Winter '22 Features

9/17/2021

2 Comments

 
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In this short blog we are going to talk about a few of the new features in this release cycle 
we are really excited to get our hands on over the coming weeks.
 
In-App guidance enhancements 

Admins now have the option to specify whether an in-app guidance prompt shows for all record types or a particular record type.
 
Targeted prompts
 
There has also been further enhancements whereby you can specify an element on a page to show a prompt to the user specifying guidance they need to see at that time. We are going to enjoy playing around with this feature, as it will allow us to personalise prompts for our users.
 
Einstein search for all 

In this current release Einstein search is now turned on as default and at no additional cost. Allowing everyone to take advantage of this artificial intelligence driven feature.
 
Take control of which objects users see in search
 
Admins can know choose which objects Einstein search should include in search results, depending on their profile.
 
 
Fields inline editing in Salesforce reports 

You can now update more fields in reports, please remember to use this feature you will need to enable the functionality.
 
It will allow you to edit date, picklist, and lookup fields. A powerful feature that gives Admins the ability to correct data directly in the report itself. We can’t wait to give it a go, it's going to save us a lot of time with some of our data cleaning!
  
Manage your Salesforce account 

Your account app let you manage your invoices and products, a useful tool to stay on top of everything Salesforce billing related.
 
These a just a few of many amazing new features coming our way as part of the Winter ’22 release. We hope you have some fun giving them a go. If you would like any further information on any of these, get in touch at [email protected].

2 Comments
cynixnaresh link
9/9/2024 05:02:19 am

Salesforce is a powerful and widely-used customer relationship management (CRM) platform designed to help businesses manage their interactions with customers, streamline their processes, and enhance their sales and marketing efforts. Here’s a broad overview of what makes Salesforce stand

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cynixnaresh link
9/10/2024 05:50:00 am

Salesforce, widely recognized for its robust CRM solutions, has expanded its offerings to include comprehensive tools for billing and revenue management. These features are integrated within the Salesforce ecosystem to streamline and enhance financial operations for businesses

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Real Systems,  Homeless Link 2nd Floor Minories House, 2 - 5 Minories, London EC3N 1BJ | Registered Charity No 1089173, Company No 04313826
  • Home
  • About us
    • Our charity
  • What we do
    • Client Monitoring Systems
    • System Reviews
    • One-Off Developments
    • Support Packages
    • Reporting Packages
  • News
  • Our customers
  • Contact us