Einstein AI

  • Adam Gill5th May 2020
    0

    Salesforce Spring ’20 Release – Top Features & Release Date

    For most of us now, the holiday season is behind us, and Salesforce Spring ’20 Release is almost here. With less than a month to go, let’s take a quick look at the latest release from Salesforce.

    When is Spring 20 release scheduled?

    For most environments globally, you can expect Spring 20 release on the weekend of Feb 14th 2020.

    To check the date and schedule time of the release for you specific org, you can check the Maintenance Calendar. Just scroll through the list and check your Salesforce instance against the release dates listed in the calendar.

    Top Features of the Spring 20 Release

    In the Salesforce release cycle, it is the Spring releases which typically deliver refinements and usability improvements. And Spring 20 is no exception.

    Let’s jump in and take a look at what is coming out way.

    Opportunity Scores using Einstein Opportunity Scoring

    Spring ’20 Release will see Salesforce start to roll out some of Einstein features at no extra cost for existing Sales Cloud users.

    Introducing Einstein Opportunity Scoring!

    It is a nice way to get a bit of a taster, of the benefits Einstein AI can bring to your org.

    Opportunity scoring component now available in Spring 20 release for all Sales Cloud users
    Spring 20: Einstein Opportunity Scoring now available for free

    Einstein Voice Assistant (Beta)

    While we are talking about Einstein, Einstein Voice Assistant is now also available to customers in beta.

    You can create specific skills for use with Einstein Voice Assistant, or use default ones such as: Log a Call, Create Contacts or Update Opportunity.

    To watch a video overview of Einstein Voice Assistant in action:

    Einstein Voice
    Einstein Voice Assistant home page on mobile, Spring 20 Release
    Einstein Voice Assistant

    Merge Cases

    One thing which has been missing from ‘out of the box’ Salesforce for a very long time – yet offered on a lot of other service ticketing platforms (like Zendesk) – was the ability to merge cases.

    We saw the beta release in Summer 19 release. But it is now promoted to ‘generally available’, meaning it is ready for prime time now!

    Read more here.

    Related List showing cases that comprise the new merged case in Spring 20 Release
    Spring 20 Release: Merge Cases becomes Generally Available

    Assign Tasks to a Queue

    Another feature which fits in the ‘why wasn’t this already available’ – and has been on the IdeaExchange for 10years.

    But better late than never! And we now can allow a queue to be accessible to Tasks object and allow your users to assign tasks to a queue.

    This is great if you have a team which shares work, like a Sales support team for example.

    Read more here.

    New task creation window in Spring 20 Release, which is showing queues as an option for the Assigned To field
    Spring 20 Release: Assign Tasks to a Queue

    URL Hacks are back! (Aka Default Field Values)

    It has been a few years now, without the ability to create a new record and pre-populate field values via a custom button and the URL (often referred to as URL hacking in the Salesforce community).

    The only way was a Quick Action, and prepopulating the fields via the Action Layout.

    But now, Salesforce has created a way to recreate this Admin favourite way of creating a new record with values pre-populated.

    Admins: Read more here on how to create a button/link using this new feature.

    For developers out there, this is also accompanied by a change to the way to you create/navigate in your components, with new lightning/pageReferenceUtils module and lightning:pageReferenceUtils Aura component. Although this won’t be available in LightningOut/Lighting Communities.

    Devs: Read more here re: Navigate Users to a Record’s Create Page with Default Field Values

    Change Lightning Experience with the Lightning Extension for Chrome

    Salesforce, in Dark Mode? Yes please!

    As part of Spring 20, Salesforce has published a Chrome extensions allowing users to take advantage of a few new UI features, such as Dark Mode, Link Grabber and Component Customisation.

    No doubt, this is the start of new user specified customisations you can allow and enable for your users who want it…

    Read more here.

    Lightning Extension Setup page
    Spring 20 Release: Settings for Lightning Extension for Chrome

    Clone Objects and Related Records

    Cloning records helps speed up the creation of new records, but when you have to then recreate child records – you aren’t saving that much time.

    Classic previously allowed certain records on certain objects to be cloned with their child records. Like Opportunities with Products, for example.

    But Lightning will see this new Clone with Related available across more objects, and allow you to pick and choose which related records are relevant to your new record.

    Read more here, including setup instructions.

    The Clone with Related action on an opportunity, and the dialog where you can choose to include products and contact roles in the new opportunity
    Spring 20 Release: Clone with Related Records

    Official Resources to get Release Ready

  • Adam Gill14th March 2019
    0

    The week in review (Quip Slides, Einstein Voice, Benioffs buy Time, Dreamforce next week)

    There is less than a week until Dreamforce…. and the announcements have started already!  This week we have seen two new product launches with Quip Slides and Einstein Voice.  And although not specifically Salesforce news, Marc Benioff & his wife have announced they are buying Time Magazine.  So let’s jump on in…

    Salesforce introduces Einstein Voice (watch out Alexa!)

    Salesforce Einstein, ready for takeoff?

    Roll on Dreamforce…. If this is the scale of announcements we can expect to hear! (pardon the pun)

    Salesforce has announced the new Einstein Voice app for use dictation and navigation.

    Have a look at the video to see it in action, shared by Salesforce on Twitter.

    The video shows a voice memo being captured, including a note and some action items.  Then Einstein gets to work, and analyses the words and tries to correlate it to data within your Salesforce (such as updating a opporutnity amount and close date).

    So simple, yet very very effective.  And after all, isn’t that what AI and ultimately Salesforce Einstein is all about…  I mean that and world domination #helloSkyNet

    The announcement before Dreamforce could have been as a response to Microsoft’s recent Dynamics 365 AI announcement.  But I do hope it is a taster of a number of exciting products announcements next week!

    Read more about this over at VentureBeat.

    Quip launches Quip Slides…

    Salesforce Quip Slides

    Salesforce’s Quip has just completed the Office ‘trifecta’, by announcing the launch of Quip Slides.

    In a move which allows users of Quip to now create collaborative slide decks using the new product.

    If you haven’t used Quip previously, the power of platform is how it drives collaboration on the documents teams use regularly.

    You can follow documents, get alerts when updated, prepare/update the document as a team and even chat about the document/project/etc in a team feed (similar to Chatter).  And the power of your CRM (Salesforce obviously) can easily be pulled in to these documents automatically.

    Previously you could create documents and sheets.  And now, firing a shot across the bow of Microsoft (and Google), slides and presentations are included!

    Here is a demo video of the new feature in action:

    Read more, over at GeekWire or visit the Quip Slides site.

    Benioff’s buy Time…

    Although not specifically Salesforce, the Benioff’s have announce they are buying Time Magazine.  Now there is a lot of news announcing this acquisition into the personal assets of the Benioff’s – one article in particular caught my eye.

    Over at the NYTimes, they had an interesting take on the Benioff announcement to buy Time.  Specifically relating to how the personal fortunes of CEOs, when mixed with media and politics – can cause tension in the current US political regime.

    Regardless of your political persuasions, it is an interesting read and covers how the purchase personally of a media organisation may complicate things for the company’s board/shareholders.

    Read move, over at NYTimes (or read about the acquisition via the BBC).

    Dreamforce, is almost here!

    And finally, in case you have been hiding under a rock, Dreamforce is almost here!  Kicking off next Monday 24th Sept. survive Dreamforce

    It is another sell-out this year, and you can read all about 9 tips to survive Dreamforce here.

    Additionally, all announcements from the week will be showcased on this site – so stay tuned…

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