If you’ve been itching for better ways to organize your data, get the most out of your email sends, and gain more control over your Salesforce instance, we’re excited to show you how to do just that with our top picks for exciting features to boost your marketing capabilities. For more: https://docmation.com/salesforce-summer-features/

1. Top 10
Salesforce
Summer
‘21
Docmation | 2021

2. Salesforce
Einstein
feature
updates
LET’S TAKE A LOOK AT THE TOP
TEN FEATURES OF THIS
UPDATE…
Einstein Lead Scoring has a guided setup flow, and it
gives the option to users to score segments of
potential prospects for more precise results.
Personalization, natural language search, and
actionable instant results are now available to all
Einstein Search users at no additional cost.
Einstein’s classification tools have been improved
and extended, including Einstein Case Wrap-Up,
which is now available to the general public.
With all of Salesforce Einstein’s functionality, you can
work more productively and get more reliable and
customized results.
Docmation | 2021

3. 1. Einstein’s Key
Account Identification
Einstein’s Key Account Identification gives you the exposure since Salesforce
does all the dirty work of scrubbing data and deciphering attributions to show
you which prospects are most likely to generate revenue.
Einstein’s Account Tier uses letters to rate the accounts, similar to Pardot
ranking. This ranking, unlike Pardot scoring, changes itself automatically. You
won’t have to depend on individual decisions to set the rules; instead, you’ll
be able to make more informed decisions on how to convert the prospects
this grading system poses to you.
With so many data generated by accounts, identifying the most recurring
aspects in each account can be time consuming. Einstein will show you how
those accounts compare to others based on their industry and historical
engagement in this game-changing release.
Docmation | 2021

4. Flows launched from the Einstein Next
Best Action and Actions &
Recommendations components now
support the Section component.
Translation Workbench now supports
labels for components in parts. Use the
Section component in Flow Builder to
easily organize screen components
into multiple columns.
With Einstein Send Time
Optimization, you can forget about
guesswork and complicated
segmentation.
Send list emails to individual prospects
at their preferred times as it uses
Einstein’s machine learning
capabilities to determine the best time
to send each email to each prospect.
Docmation | 2021
2. BoostEmail
Engagement with
Einstein SendTime
Optimization
3. BuildMulticolumn
Screensin Flow
Builder

5. B2B
Commerce
advancements
The Commerce App
The Salesforce Commerce app
enables
you to configure product hybrid lists, and
get a product list for each store at the
same time.
01
2. B2B Commerce Search
The improved B2B commerce search
feature enables Einstein search
recommendations, organizes product
search results, loads prices independently,
and removes the redirect if no product
search results are found.
02
Payment tokens for a
seamless checkout
Payment tokenization should be used to
collect customer information early in the
checkout process. You may use a payment
token to gather payment information, turn it
into a token, and transfer it into the
checkout process without storing
confidential payment information.
03
Docmation | 2021

6. Salesforce CPQ and Billing
improvements
1. Updated Permission Sets
for Access Requirements
After assigning new permission sets to
standard and customer users, allow a new
CPQ package setting. The setting restricts
access to data regulated by permission sets
to those that have been delegated to them.
3. Credit Notes Created with
Cancel and Rebill Now
When you cancel and rebill an invoice,
the resultant credit notes inherit the tax
and billing laws from the source invoice
row.
Previously, inheriting the parent product’s
billing and tax rules caused problems.
Docmation | 2021

7. Doyouhave
any
questions
?
Send it to us! We hope you
learned something new.

8. Contact
Us
!
+14704008988
info@docmation.co
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