CRM Analytics in Salesforce Mobile : Summer'23 Salesforce Release

-

                                      Accessible analytics insights for on-the-go users


Customer Need

Ability to view Analytics assets in Salesforce Mobile Home screen.


Solution

A customizable CRM Analytics Card in the native Salesforce Mobile Home that can display a Collection, which will include Lightning Reports, Dashboards & CRM Analytics Content.


Use Case

On-the-go business user can quickly access their preferred analytics content right from Salesforce Mobile Home.


Impact

Immediate access to Analytics content on Mobile

User productivity and efficiency


 

Comments

Post a Comment

Popular posts from this blog

Set Field-Level Security for a Field on Permission Sets Instead of Profiles (Generally Available)

-
Image
  When you create a field, set its field-level security on permission sets instead of profiles. Or, modify the field-level security for an existing field for all permission sets in Object Manager. This change makes it easier to follow the user access control best practice of using permission sets to manage your users’ permissions rather than profiles. This feature, now generally available, includes an enhancement so that you can see each permission set’s object permissions for the field’s object without leaving the page. Where:  This change applies to Lightning Experience and Salesforce Classic in all editions. How:  From Setup, in the Quick Find box, enter  User Management Settings , and then select  User Management Settings . Enable  Field-Level Security for Permission Sets During Field Creation . Now, when you create a field, set field-level security on an existing field, or change a custom field’s type, you assign field-level security for permission set...
Read more

Einstein GPT - Generative Responses : Summer'23 Salesforce Release

-
Image
                                                         Einstein GPT innovations Customer Need Agents need a faster way to reply to customer questions and want to spend their time adding value to the conversation, rather than writing or repeating the same response across customers. Solution / How To Configure Configure Messaging for In-app and Web and Einstein GPT Reply Recommendation component. Use Case Automatically generate/suggest responses to assist agents in a Messaging conversation with a customer. Impact Reduce Average Handle Time Increase CSAT
Read more

Program Assignment Invocable Action : Summer'23 Salesforce Release

-
Image
                                   Invocable Action in Flow to dynamically assign Programs Customer Need Assign Enablement Users to Enablement Programs based on any criteria supported in Flow. Solution / How To Configure Users with the Manage Flows permissions can create “assign enablement program” actions in Flow builder . Use Case Automatically assign reps to Enablement onboarding programs based on their inclusion in a new group, account, opportunity. Impact User productivity
Read more