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App of the Week – Salesforce Labs Solutions Guide

App of the Week – Salesforce Labs Solutions Guide

If you regularly browse the Salesforce AppExchange to see the latest and greatest applications and functionalities available out there, like we do here at CloudMyBiz, then you will most likely have run across the Salesforce Labs Solutions once or twice. The Labs Solutions are add on apps, created by Salesforce themselves. They provide powerful functionality, and act as both a testing ground for improvements Salesforce are considering adding to the base package of their platform, as well as giving user some powerful functionality that can boost their org.s right away, for free

Well there are quite a few of these Labs Solutions available, and as part of the 2020 rollout, Salesforce has put together a handy guide to their Labs Solutions.

 

Check it out here!

 

Coming Soon: Einstein Opportunity Scoring for Salesforce

Coming Soon: Einstein Opportunity Scoring for Salesforce

Announced as a part of the Spring release of Salesforce for 2020, a previously paid feature of Einstein is going widespread. Einstein Opportunity Scoring will be fully available to all Salesforce Sales Cloud users who have Enterprise, Performance, or Unlimited Editions.

What does Einstein Opportunity Scoring give you? The Einstein AI essentially gives sales reps and managers an intuitive, real time rating of each opportunity based on current and previous data. Scores are on a scale of 1 – 99, with some key positives and negatives highlights.

So if your org qualifies, keep a look out for this feature once Spring ‘20 rolls out, as admins will need to activate the Einstein Scoring feature.

Click to read the release notes!

 

-Ryan and the CloudMyBiz Team


 

Want to get started with Salesforce? 

Need custom development or consulting to enhance the Salesforce you already have?

 

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App of the Week – Mass Delete from Salesforce Labs

App of the Week – Mass Delete from Salesforce Labs

The more you use Salesforce, the more you will find opportunities to work with large numbers of records at once. Whether its from a list view, a campaign or any other list of records, you will need to be efficient. One action that often comes up as desired, but is missing from Salesforce by default, is Mass Delete! With this app from Salesforce Labs, you can say goodbye to deleting records one at a time!

A set of custom list buttons that you can add to your standard list views or related lists. Users can select any number of records and delete all of them with a single click.

 

Check it out here!

 

What Can You Do with Einstein Voice for Salesforce?

What Can You Do with Einstein Voice for Salesforce?

Announced at Dreamforce, Salesforce is improving their Einstein Voice product with the intention to make it a central, and heavily utilized features across their entire platform. Einstein Voice was announced over a year ago, and the newest set of updates and features are known as Einstein Voice Skills – enabling admins and developers to build custom, voice-powered Salesforce apps tailored to any role or industry, giving every employee a personalized CRM guide.

Einstein Voice, similar to Google’s Alexa or Apple’s Siri, is a voice powered AI that can help users with all things Salesforce. However, with the new updates, Einstein will be more than just a voice activated search feature.

Users can update Salesforce records and create tasks using natural language requests, or tap Einstein Vice Assistant to navigate through Einstein Analytics dashboards and surface metrics like open service cases and performance guidance. You can also set it up to deliver a daily brief of “key priorities” like upcoming calendar appointments and teams pipeline updates.Finally, because Einstein is siloed and restricts data pulls to individual users’ accounts, it can be “taught” to recognize jargon, acronyms, and slang in an organization’s lexicon.

What voice activated AI would be complete without its own designated speaker device? Salesforce also unveiled its Einstein Smart Speaker, which offers tantalizing possibilities. Imagine being in a meeting room, and being able to ask, “Einstein, what is our closing ratio for this year? And how much did that improve over last year?” and rapidly getting the answer from your AI assistant!

Einstein Voice is currently in Beta, and expected to be fully released in 2021

 

Click to learn more!

 

-Ryan and the CloudMyBiz Team

 


 

Want to get started with Salesforce? 

Need custom development or consulting to enhance the Salesforce you already have?

 

Contact us

App of the Week – Sertifi Billing for Salesforce

App of the Week – Sertifi Billing for Salesforce

A fully featured billing, contracting and payments app can be hard to come by. The Sertifi Billing for Salesforce app gives you just about everything you could want, from eSignature and payment capture, to collaboration and markup features. It has helped companies increase revenue and increase worker productivity, which is a great benefit of any app that also gets you paid.

Sertifi helps businesses around the world to finalize their agreements securely, efficiently, and conveniently.

Check it out here!