Quick Tips for improving your Salesforce Experience – Part 6

Here at makepositive we are extremely lucky to work on a huge variety of projects across multiple sectors. With this variety, it means our consultants are exposed to a wide plethora of Salesforce functionality across multiple Clouds. 

Our consultants have chosen to share some of the key tips they have extracted from these client projects as well pulling upon expert knowledge within Salesforce. Within this week’s post, we look to share our knowledge of Einstein Search, Omnistudio, Log in as and Historical Data Reporting.  

For our previous top tips blog post we covered topics such as Inline editing on Reports, UI Images and Custom Permissions. If you missed it, please visit the following link

Tom Phillis’ favourite new feature is Einstein Search 

What is it?

This feature extends the traditional and sometimes ambiguous Salesforce global search function by introducing tailored search results to the specific need of each user. 

How can I get it?

Einstein search is available for Unlimited, Enterprise and Performance edition customers who have Lightning enabled. With the introduction of the Winter ’22 release, Einstein Search is on by default, therefore we can begin to highlight the benefits of this feature to our clients. 

How do I set it up?

With the introduction of the Winter ‘22 release, we don’t need to turn on Einstein Search, however, we can check via: Setup > Einstein > Einstein Search > Settings.

From this page, we can turn the features on/off. 

Customise Search Layouts to Show Results Users Want:

This is the perfect point to define what search result layouts and what actions users will be able to take. Search layouts are the ideal feature to do this. 

For each unique profile, you can create a search layout for standard/custom objects allowing us to drill down which fields users can see while defining what may be most relevant to the user. Saving time and ultimately money for our clients. 

Note: The search layout applies to both global and lookup searches.

How do I find it?

Setup > Object Manager > your desired object > Search Layouts

For more information on customising Search Layouts, please refer to the article below:

https://help.salesforce.com/s/articleView?id=sf.customizing_search_layouts.htm&type=5

Take Control of Which Objects Users See in Search (Beta)

With the Winter ‘22 release, you can now fine-tune the search scope so the relevant objects are searched across your org. The search scope is a set of objects that Einstein Search looks at to deliver search results. Simply, its objects that Einstein will always find when providing search results. These objects will be included in top search results. 

How do I find it? 

Setup > Quick Find Box, enter Search Results Objects > Search Results Objects. Within this page, you can assign objects to different user profiles or use the default search profile. 

Note: it is possible to define the search scope on a profile basis. 

Tom Fray wants to draw your attention to Omnistudio.

What is Omnistudio?

Omnistudio is Salesforce’s term for the tools used to configure Salesforce Industries. Salesforce purchased Vlocity (previously an app) in 2021, and are now selling it as a key part of the package for new customers.

Salesforce Industries includes purpose built solutions to help clients who fit in industries such as Communities, Energy and Utilities and many more.

How is it configured?

Omnistudio is configured in a completely different way to standard Salesforce functionality. It makes use of FlexCards, OmniScripts, Integration Procedures and more to display information, take users through guided journeys and integrate with other systems. It even has its own version of Quote to Cash! As such, it is going to be a very specialised area, and will require specialist resources. 

What next?

Omnistudio is a big growth area for Salesforce and makepositive. At the moment it is only available to greenfield customers that have one of the Salesforce Industries products, but we wouldn’t bet against some, or all, of it becoming part of the core platform in the coming years. Therefore it’s worth getting ahead of the game and seeing if it is something you are interested in learning once you have completed your base certifications.

This video does a great job of giving you an introduction to the tool. There are also some modules on Trailhead to learn more.

In summary, now is a good time to increase your knowledge of the area, keep an eye on it and see what happens!

Will Taylor has a nice time saver!

When in a sandbox, logging in as a specific user to do some testing is a good way to troubleshoot a user-specific issue. However, once you’ve finished and logged out of that user, you are immediately forced to log back into the org again…which can be a faff.

Some of you may know this setting already but if you go to ‘Session settings’ and Deselect ‘Force re-login after Login-As-User’. 

You can log out as that user without having to fully leave the org. (https://help.salesforce.com/s/articleView?id=000312323&type=1)

Highly recommend deselecting this setting in test environments as it saves a lot of time. 

Sarah Neville looks at the different options available for reporting on historical data:  

  1. Reporting Snapshots
  • A custom object must be created
  • Map every column for the report to a field on the custom object
  • Schedule when and how frequently the snapshot should run
  • The report result is stored as a record on a custom object each time the snapshot runs
  • Users then run reports on the custom object
  • The report can have only 2000 result rows (create multiple snapshots as a workaround).
  1. Field History Tracking
  • Max. 20 fields per object
  • History is tracked for 18 months (24 months via API)
  • Run a ‘Object’ History report to compare old value/new value of tracked fields
  • A standard Opportunity History report exists to report on Stage, Amount, Probability, Close date (even if these have not been set as tracked fields)
  • Customers who purchase Salesforce Shield can track up to 60 fields per object for 10 years with Field Audit Trail
  1. Opportunity trend report
  • A snapshot of the pipeline month by month (run on the first day of the month).
  1. Historical Trending reports
  • Available for Opportunity, Case, Forecast and up to 3 custom objects
  • Set 8 fields per object – some fields are pre-set for opportunities and forecasts
  • Data for the current month and previous 3 months
  • Compare up to 5 date values.

This video outlines the above options in further detail.

We hope these tips have helped you explore more functionality within Salesforce. Please feel free to share any of your own top tips in the comments as makepositive strives to build a stronger Salesforce community.

Stay tuned for more of the team’s top tips! If you would like to speak to one of makepositive’s Salesforce experts about how you can improve your Salesforce experience please reach out to us at info@makepositive.com or complete the Contact Form below.

 

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