Salesforce Release

Summer ’21 Salesforce Experience Highlights

The list of Summer ’21 features below apply to Salesforce Experience enhancements. There are additional Summer ’21 features available to Salesforce Classic only, Lightning Experience and Salesforce Classic, Lightning Experience only, Mobile Enhancements, Other Enhancements in the Summer ’21 Release Highlights post. Note: These features are not listed in any specific order. 1.Terminology update: A. Experience… Continue reading Summer ’21 Salesforce Experience Highlights

Salesforce Release

Summer ’21 Salesforce Classic Highlights

The list of Summer ’21 features below apply to Salesforce Classic. There are additional Summer ’21 features available to Lightning Experience and Salesforce Classic, Lightning Experience only, Salesforce Experience Enhancements, Mobile Enhancements, Other Enhancements in the Summer ’21 Release Highlights post. Note: These features are not listed in any specific order. 1.Original Territory Management Has Been Retired.… Continue reading Summer ’21 Salesforce Classic Highlights

Salesforce Release · Uncategorized

Summer ’21 Mobile Highlights

The list of Summer ’21 features below apply to mobile enhancements. There are additional Summer ’21 features available to Salesforce Classic only, Lightning Experience and Salesforce Classic, Lightning Experience only, Salesforce Experience Enhancements, Other Enhancements in the Summer ‘21 Release Highlights post. Note: These features are not listed in any specific order. 1.(Generally Available) Manage How URLs… Continue reading Summer ’21 Mobile Highlights

Salesforce Release

Other Summer ’21 Highlights

The list of Summer ’21 features below apply to other Summer ’21 enhancements. There are additional Summer ’21 features available to Salesforce Classic Only, Lightning Experience only, Lightning Experience and Salesforce Classic, Salesforce Experience Enhancements, Mobile Enhancements, in the Summer ’21 Release Highlights post. Note: These features are not listed in any specific order. Tableau CRM Enhancements… Continue reading Other Summer ’21 Highlights

How To

Clone a Task/Log a Call for Multiple Accounts

Sometimes, a customer service rep (CSR) may service a person that is associated with multiple WhatIds (accounts, policies, opportunities, etc.) and when they create a task or log a call, they can only relate the task to one account, policy, opportunity, etc. There is no option to relate it to multiple things. Instead, they create the first log a call or task and relate it to the one account, policy, opportunity, etc. and then they clone the log a call/task and relate it to another account, policy, opportunity, etc. If there is another account, policy, opportunity, etc., they need to repeat the cloning step again. 

What if, we can make this more efficient for the CSR? 

What if, they can select the accounts, policies, opportunities, whatever they need to relate the task to on one screen and upon submit, it clones the tasks for each account, policy, opportunity, or whatever it is for them?

Mind blown!

Let’s delight those CSRs and increase their overall productivity so they can move onto the next customer.

How To

Send An Email with an Attachment When an Event is Created or Event Date Revised

This blog post was inspired by Yvonne Navas. Here are a few lessons learned from implementing this use case: Use an email alert with a Classic Email Template to send an email with a file attachment Use a record triggered after save/update flow to send the appropriate email Business Use Case:  Addison Dogster is the system… Continue reading Send An Email with an Attachment When an Event is Created or Event Date Revised

How To

Record the Last Event With A Contact

Your company has a business model where multiple sales people representing different channels or product focuses, or an internal/external sales team, may interact with the same individual. There is a business need to track calls to the contact or events with the contact. These two use cases will be covered in a 2-part article series.… Continue reading Record the Last Event With A Contact