How to Clean Up Duplicate Records
Duplicate data = messy reporting.
Fix it with Duplicate Rules and Matching Rules!
Setup → Duplicate Rules → New Rule (e.g., Leads) → Choose Action (Block or Alert)
Clean data = confident decisions.
Yes, Salesforce can do that too!
Use a Flow or Process Builder to send emails based on triggers – like a case being closed or an opportunity won.
Just add the “Send Email” element in Flow or create an Email Alert in Process Builder.
Quick to set up. Huge time-saver
Did you know that Salesforce offers a range of time-saving shortcuts to streamline your workflow?
Here are a few must-know shortcuts to supercharge your productivity:
Did you know that, in the Spring ‘26 release, Salesforce are retiring permission sets on profiles?
Put simply, this means that permissions and access will no longer be granted via Profiles, but in Permission Sets instead.
To manage this change, Salesforce Admins will need to analyse and adjust permissions & permission assignments for their orgs in time for the updates.
Make sure to read up on the changes to help your team prepare ahead of new releases!
Enhance the user experience by creating personalised reports with dynamic filters.
Set a dynamic report filter on the user field to tailor results for the running user:
Simply choose “Use relative value” when filtering on user fields and watch as $USER is automatically populated into the value field!
The report will show only the Opportunities the viewer has created!
A feature of the Salesforce Spring ’23 release, Account Discovery provides dashboards and Einstein Discovery models to help you identify Accounts with potential for growth.
It works by analysing measures such as the number of deals closed, deals open, win rate, activities and products. Each Account is assigned to a cluster based on commonalities found in these measures.
The Accounts are then benchmarked against the cohort (cluster) average and Key Performance Indicators (KPIs).
As a Sales Leader or Sales Rep, you can also use Account Discovery to quickly identify and prioritise at-risk Accounts, and take the necessary steps to mitigate.
It’s a powerful tool for sales teams to manage and grow their Accounts!
Sorting list views just got a major upgrade! You can now sort list views on object home pages by up to five columns, making data more actionable and intuitive.
Choose ascending or descending order for each column and refine your views effortlessly.
Key Features:
How To Use It:
1. Open a list view and click Sort by multiple columns.
2. Select the columns you want to sort by and define the order.
3. Click Apply to see your sorted view.
Available in: Lightning Experience (all editions except Starter and Pro Suite).
Now, you can take customisation to the next level with custom text and images.
Personalise your dashboards like never before: Add tailored messages to highlight key metrics.
Incorporate images to make your data stories more engaging.
Create dashboards that truly reflect your brand and resonate with your audience.
Whether you’re designing for teams, clients, or executives, this enhancement lets you go beyond numbers and charts – telling a story that sticks!
Ready to transform your Salesforce experience? Start exploring today!
Einstein generative AI helps you achieve automation goals by creating draft flows based on your descriptions. It can build screen, record-triggered, schedule-triggered, or auto launched flows using any element and most resources, including custom objects.
Draft flows can have up to six elements, and you can provide feedback to improve Einstein’s capabilities.
This feature applies to Lightning Experience and it available in all Einstein 1 Editions, Enterprise, Performance, and Unlimited Editions with the appropriate Einstein add-ons.
How do I use this feature?
1. Enable Einstein generative AI in Setup.
2.In Setup, activate Einstein for Flow (Beta).
3. From the Flows section or Automation Lightning app, click “New Flow”.
4. Select “Let Einstein Help You Build” and click “Next”.
5. Provide instructions or use sample instructions to create a draft flow.
The Public Group Summary Page now simplifies managing group members with enhanced performance and usability. Search across members, add or remove up to 100 members at a time, and edit or delete the public group directly from its summary page.
Key Features:
How To Use It:
1. In Setup, enter Public Groups in the Quick Find box.
2. Select a public group and click View Summary.
3. Manage members under All Public Group Members.
Available in: Lightning Experience (all editions).Learn more on Salesforce.com.
