Summer '22 release is round the corner. Below is my top pick from Sales Cloud perspective: -
Enable Person Accounts Without Contacting Salesforce Support
You can now enable Person Accounts without reaching out to Salesforce Support. Person accounts store information by combining certain account and contact fields into one record. This allows you to store information about a person in a record that can act like an account when necessary.
How: You can enable person accounts after you meet these prerequisites.
- The account object has at least one record type.
- User profiles that have read permission on accounts have read permission on contacts.
- The organization-wide default sharing is set so that either Contact is Controlled by Parent or both Account and Contact are Private.
Choose More Opportunity Fields to Include or Exclude from Your Forecasts
With custom filters, your sales team can filter by standard number, currency, and picklist fields for forecasts to pinpoint the data to study. For example, you can filter forecasts by new business to compare to renewal forecasts. Previously, you could filter only by record type. You can’t filter on custom data types.
How: When you create a forecast type in the setup flow, select the standard fields and condition logic to filter by. You can add up to three conditions and use the AND operator only.
Share Individual Campaigns with Colleagues in Lightning
Now you can manually share an individual campaign record with another Salesforce user. This Classic feature is now available in Lightning Experience. A campaign owner can set sharing settings and view the sharing hierarchy from the action menu on a campaign record.
Why: Campaigns and their related records are governed by org-wide sharing settings. Sometimes that relationship hides records from users who actually need access to them. Manual sharing is already available on other Salesforce objects, such as accounts and opportunities.
How: To share a campaign with a new user or group, a campaign owner can open the campaign’s action menu and choose Sharing (1). To view who already has access to a campaign, select Sharing Hierarchy (2).
Gotcha - When org-wide sharing settings are set to Public Full Access, the sharing options don't appear on individual campaigns because they can't be shared further.
Close More Deals with New Insights Sources and Recommended Actions in Einstein Deal Insights
Sales teams get a deeper understanding of deal heath in Pipeline Inspection with new insights from service cases, activities, Einstein Opportunity Scoring, and more. Einstein Deal Insights include recommended actions, so reps can quickly take the next step toward closing deals.
Why: Here’s how deal insights with recommended actions help sales reps close more deals. For example, an insight indicates that the number of activities is low compared to similar deals with higher win rates. This insight includes an action to prompt the sales rep to review their activities on the opportunity.
Manage Associations Between Automatically Captured Emails and Related Records
Emails that Einstein Activity Capture users send and receive are captured and automatically added to the activity timeline of related account, contact, lead, opportunity, contract, and quote records. Now you can override these automatic associations. You can remove some or all the associations between an email and related records, or add new associations. For example, Einstein Activity Capture adds an email to the activity timeline of an opportunity record. But you determine that the opportunity doesn’t have much to do with that email, so you remove the association to it. Then you search for and add an association to a more relevant opportunity.
How: To open a captured email from the activity timeline on a record, follow these steps.
Expand the email (1) (2), and click View full email (3).
See all the related records that are associated with the email (1). To edit the associations, click Manage Associations (2).
Search for a different record to associate the email with in Relate a Record (1). To remove an association, deselect it (2). Save your changes (3).
High Velocity Sales to be Renamed Sales Engagement
The automation features within the product have grown to include customer engagement tracking, chatbots, and sales cadences. The new name captures all the tools required to automate processes and engage strategically with leads and customers so your sales team can focus on selling.
Updated Send Limits for Automated Emails in High Velocity Sales
If your company sends email through external services such as Office 365, Gmail, or Inbox, you can now send more automated emails in High Velocity Sales (HVS). Each sales rep can send up to 1,000 automated emails a day. HVS automated emails don’t count toward your org’s email or list email limits.
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