10 Exciting New Salesforce Features Vital for Every User’s Success

Introduction:

The longer your tenure with Salesforce, the deeper your understanding of its functionalities will grow. Although Salesforce organizations are highly customizable to align with specific business requirements, certain features within Salesforce CRM are almost inevitable for Salesforce Admins to encounter, while others may have eluded notice. Let’s delve into Salesforce features.

1. Editing Salesforce Reports Directly within the Interface

List views in Salesforce are beloved for their simplicity: they display records in a list format, akin to reports. A key advantage has always been the ability to edit multiple records simultaneously, resembling Excel functionality.

Now, Salesforce reports feature inline editing, allowing users to modify field values directly within the report interface, eliminating the need to navigate to individual records.

To sum up, inline editing brings the convenience of list views to reports, resulting in fewer clicks, reduced frustration, and ultimately, increased user engagement with Salesforce.

2. Refine Filters for Different Salesforce Report Categories

Explore Salesforce report types as customizable frameworks, dictating included objects, relationships, and accessible fields for report building.

However, for some users, navigating the menu of report types posed challenges. This enhancement enables users to preview report details before report creation, streamlining the process and enhancing user-friendliness.

Discover Optimal Report Types: Access available objects and fields within report types (Generally Available).

Generate Reports from Specific Salesforce Objects: Refine report types by filtering available objects (Beta).

Generate Reports from Specific Salesforce Fields: Refine report types by filtering available fields
Preview Available Objects and Fields in Report Types (Winter ’23).

3. Pipeline Inspection

Pipeline Inspection offers invaluable insights for sales managers, furnishing critical details on a specific representative’s or team’s sales projections within a defined timeframe.

A comprehensive display of pipeline metrics, opportunities, weekly fluctuations, AI-generated insights, forecasted close dates, and activity data.

4. Einstein Search

Einstein Search revolutionizes the Salesforce search experience, empowering users to access personalized and actionable search outcomes. It’s complimentary for Unlimited, Enterprise, and Performance edition clients – a valuable opportunity not to be missed.

In the latest update, Einstein Search has been expanded (e.g., to Knowledge) and improved, empowering users to place greater trust in the search functionality.

5. To Do List

Salesforce has undergone several UI revisions aimed at enhancing task management, prioritizing vital information, and streamlining actions to minimize clicks.

The latest update, the “To Do List,” accessible through the Utility Bar, presents users with a consolidated, user-friendly view of assigned tasks.

I wasn’t particularly enthusiastic about the Utility Bar for Sales Users before. However, I’m glad to admit that my perspective has shifted with the inclusion of the “To Do List.”

6. Trailblazer.me Profile

Your Trailblazer.me profile serves as your reliable CV within the Salesforce ecosystem. The upgraded profile allows you to not only highlight your Salesforce qualifications but also display them across MuleSoft, Tableau, and Slack platforms.

As the Trailhead learning platform continues to expand and with the introduction of the Salesforce Associate certification, users now have even more incentives to enrich their Trailblazer.me profiles!

7. Migrate to Flow Tool

Flow represents the future—a comprehensive tool for Salesforce Administrators to fulfill all declarative automation needs. Unlike Workflow Rules and Process Builder, Salesforce Flow offers a wide range of functionalities that are unmatched.

As Salesforce plans to phase out Process Builder and Workflow Rule automation, it becomes imperative to initiate the migration of these legacy automations. However, a one-click migration may not always be feasible.

Instead, a strategic approach is required, involving the consolidation and enhancement of automations while transitioning to Flow, a process known as “refactoring.”

Upon accessing the ‘Migrate to Flow’ feature in Salesforce Setup, administrators will encounter a list of Workflow Rules eligible for migration to Flows.

8. Flow Builder Canvas

In the Winter ’23 update, the Flow Builder canvas underwent a significant revamp to enhance navigation and usability:

Now, you can conveniently cut and paste Flow elements, eliminating the need for copying, pasting, and then deleting the original element. This streamlines the process and saves considerable time when rearranging elements.

For Flow elements with multiple incoming connections, you can easily view them listed on the side for improved clarity and organization.

Additionally, various other enhancements were introduced to further optimize the Flow Builder experience.

9. Permission Sets & Permission Set Groups

Ensuring robust security measures within Salesforce is paramount to guarantee that each user accesses only the relevant record data pertinent to their responsibilities. As evident to those familiar with the Certified Administrator certification, mastering this aspect is crucial, albeit challenging.

The primary Salesforce security controls—Profiles, Roles, and Permission Sets—collaborate to finely tune data visibility within your Salesforce organization, catering precisely to your team’s requirements. Additionally, Permission Set Groups offer a way to bundle Permission Sets and assign them to users, addressing scenarios where Profiles are overly encompassing, or Permission Sets are too granular.

In recent times, Permission Sets have received notable enhancements, including the ability to:

• Define Field-Level Security directly on Permission Sets during field creation.
• Utilize the User Access and Permissions Assistant for streamlined permission assignments management.
• Employ Permission Set expiration, complemented by an improved user interface for efficient management of permissions.

10. Picklists

Picklist fields necessitate users to choose a single value from a predefined list, enhancing data quality by providing structured and clearly presented options.

While seemingly mundane, the inclusion of picklists is notable due to recent enhancements aimed at boosting productivity and efficiency in picklist configuration:

Bulk Management of Picklist Values: Enables simultaneous deletion, activation, deactivation, or replacement of multiple custom picklist field values, eliminating the need for individual adjustments.

Inactive Values: Receive email notifications listing custom picklist fields with inactive values, streamlining the process of identifying such fields.

Cleanup of Inactive Picklist Values: Introduces a “delete unused values” action for bulk removal of inactive values, simplifying maintenance tasks.

Duplicate Values: Enhanced error messaging alerts users to duplicate values when adding new entries, facilitating error identification and resolution.

Conclusion:

These Salesforce features enhance user experience, productivity, and security, aligning with evolving business needs and fostering platform versatility.

To learn more, talk to our experts today. Book your free consultation now!

You may also connect with us by mail at info@wrinom.com.