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Things you didn't
know you can use in
your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce

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Things you didn't know you can use in your Salesforce

Editor's Notes

  1. Admin, consultant, business users?
  2. 3 releases a year, each roughly 600 pages – who read them?
  3. I‘ll focus on enterprise edition
  4. And we will cover all those great things, such as images in dashboards!
  5. 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
  6. Might need cooperation from the other side https://martinhumpolec.cz/files-connect/
  7. Search external systems right from Salesforce https://martinhumpolec.cz/federated-search/ (in Czech)
  8. 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?)
  9. You heard about it, right? Christine Marshall has a great presentation
  10. Best feature of the last a few releases – now you can have multiple related lists for the same object but with different filters
  11. You know it, right? Record types
  12. This one as well, right?
  13. Nothing new, but do you use it?
  14. Useless according to some as you cannot centrally set them up (only user themselves) plus cannot combine multiple different actions
  15. 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
  16. 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
  17. Can be user created (no chance to limit?), used in reports/list views, on any object, see which records have it associated
  18. Good bye developers
  19. Reports are always up to date, what if you need to know how it looked like? Snapshots vs history trend reporting
  20. 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
  21. 1 prediction included – yes/no, numeric chance to
  22. https://help.salesforce.com/s/articleView?language=en_US&id=000795004&type=1 When you pay you potentially get more info
  23. Important changes visualized, how it went over the period, important records
  24. Last activity, quickly send email/call, main numbers Where is SLDS?
  25. Chrome add-on which shows data from SF all the time + allows to quickly create records
  26. Two versions, one needs the Sales Navigator Teams edition Get data into SF, send inMails etc.
  27. New component with recommendation based on other cases
  28. Last dreamforce announcement 25 % cross sell only
  29. Where to get some (free) extensions