b) Download a Dashboard Image to a File
Previously, to get a dashboard image, you had to rely on a screen capture app. Now, on the dashboard, simply click on Download to obtain an image of your dashboard in a PNG format.
With Pipeline Inspection, sales teams have a single view of their pipeline with key metrics, opportunities, and weekly changes in close dates, amounts, stages, and forecast categories. With greater visibility into the pipeline, the sales teams can concentrate on the most important deals whereas sales managers can provide support in the areas identified.
In Setup, under Pipeline Inspection, select Pipeline Inspection Setup and turn on Pipeline Inspection. Verify that you have Historical Trending enabled and configured for opportunities. Add the Pipeline Inspection button and assign the Pipeline Inspection permission set to the users who you want to have access to Pipeline Inspection.
You can access Pipeline Inspection from the Opportunities tab after it has been enabled in your org.
Sales teams can filter the Pipeline Inspection view in multiple ways. Use the quick filters to narrow the view by time period, team, or sales rep (1). Click any of the pipeline metrics, such as Moved In, to see a list of matching opportunities (2). Or refine the view with filter criteria (3). To see what changed, and when and who made the change, hover over the highlighted text (4).
a) Maintain Business Continuity with the Customisable Service Not Available Page
In the case that your site is down, you can now still continue to maintain brand continuity using the new Service Not Available page in Experience Builder. You can configure the Service Not Available page with a customised message and image to inform your customers of the site’s unavailability. In addition, you can continue to receive cases from your customers by adding Email-to-Case directly on the Service Not Available page.
You can customise the Service Not Available page using the HTML Editor in Experience Builder and add a Rich Content Editor component to include text and images.
b) Redirect Users to Your Experience Builder Sites
Enhancements to the Experience Cloud will enable you to redirect users from pages outside of Salesforce to an Experience Builder site URL on the same domain.
To configure URL redirects, in Experience Workspaces under Administration, click URL Redirects and add the source and target URLs to a CSV file.
a) Strengthen CPQ Access Requirements by Updating Permission Sets and a Setting
You can now assign new permission sets to customers and enable a new CPQ package setting. Users assigned to the CPQ package setting will have their access to data limited and controlled by these permission sets.
For setup, you need to assign one of these permission sets to users as appropriate: Salesforce CPQ User Access or Salesforce CPQ Customer User Access. Then from Setup, under Installed Packages, click Configure and enable the setting Perform Enhanced Data Access Checks in the Additional Settings tab.
b) Strengthen Order and Order Product Actions Access Requirements by Updating Permission Sets
The Summer ’21 release for Salesforce CPQ contains updated permission sets which include new access requirements for several actions involving orders and order products.
These new access requirements are concerned with the actions Create order from quote, Create order from opportunity, Contract an order and Create an order product from a usage product respectively.
a) Designate a Marketing Admin to Handle Pardot Setup Tasks
Previously, to handle Pardot setup tasks, a Salesforce admin and a Pardot admin were needed. Now, with the Summer ’21 release, a Marketing Admin assigned with the new user permission, Manage marketing setup tasks can handle all Pardot setup and management tasks.
b) Mark List Emails in Lightning as Operational
Customers have the option to opt-out of receiving marketing emails. Pardot now allows marketers to bypass their customers’ opt-out status and still send critical and operational emails to them. Simply mark an email as Operational in the email content record to use this feature.
c) Focus on Accounts by Tracking as Campaign Members (GA)
In a view to supporting account-based marketing efforts, the Summer ’21 release enables you to add accounts as campaign members from related lists. In Setup, in the Quick Find box, enter Account, and then select Accounts as Campaign Members (Beta) to enable this functionality. Then, add the Campaign History-related list on account page layouts.