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Tag: piptips

  • Pip Tip #8 – Salesforce coloured favicons

    Pip Tip #8 – Salesforce coloured favicons

    Salesforce Coloured Favicons

    A favicon (short for “favorite icon”) is the small icon that appears in a browser tab next to a website’s title. You can find examples of this in your bookmarks, browser history, and sometimes even in shortcut icons on your desktop or mobile device!Navigating multiple Salesforce orgs simultaneously can be confusing, but the Salesforce Colored Favicons Chrome extension offers a simple solution.

    This handy extension changes the default Salesforce favicon to a unique color for each org, making it easier to distinguish between them at a glance.

    With Salesforce Colored Favicons, you can:

    • Reduce Confusion: Quickly identify different orgs by their distinct favicon colors, helping you avoid mistakes and improve efficiency.
    • Enhance Productivity: Streamline your workflow by easily switching between orgs without losing track of which environment you’re working in.
    • Customisation: Tailor the colours to suit your preferences or organisational needs, ensuring a consistent and intuitive browsing experience.
  • Pip Tip #6 – The end of meeting admin with vinton

    Pip Tip #6 – The end of meeting admin with vinton

    The End of Meeting Admin with Vinton

    Vinton is an AI powered meeting assistant and notetaker from the team over at Native Video.

    Once Vinton has been allocated an email address, simply invite it into meetings as you would with any other team member. Vinton will record and transcribe the meeting, before uploading the recording and transcript to relevant Salesforce records.

    Beyond this, Vinton will condense meetings into an executive summary so that concise updates are always available in Salesforce, extract next steps to create and assign tasks in Salesforce, and even draft follow up emails.

    A Vinton component can even be added to your email integration pane for quick access from your mailbox.In summary,

    Vinton frees up your users to focus on their clients rather than handling Salesforce admin and ensures that your org remains up to date with the quality data and relevant information.

  • Pip Tip #5 – Automation made easy

    Pip Tip #5 – Automation made easy

    Automation Made Easy

    The Summer ’24 update brings us a new automation app, meaning that Flow is now accessible outside of Setup!

    Users with the correct permissions can access their flows, any errors and other community-based links all from one view!Read more here!

    Read more

  • Pip Tip #4 – Become a flow wizard

    Pip Tip #4 – Become a flow wizard

    Become a Flow Wizard

    The Salesforce Summer ‘24 Release brings even more power to Flow — making it easier than ever to automate, customise, and scale your processes.

    Alongside the classic options like Screen Flows, Auto-Launched Flows, and Record-Triggered Flows, this release introduces new Flow types designed to help you streamline work and accelerate delivery.

    Now, you can choose to:· Start from scratch and build your own workflow· Or kick things off with a pre-built template tailored to common use cases

    Here are a few of the new options you can explore:

    • Send Email Flow: Quickly create a flow that sends an email based on a user action or update
    • Create Records Flow: Automatically generate records based on input or conditions
    • Update Records Flow: Make changes to existing records without manual updates
    • Get Records Flow: Retrieve data from Salesforce based on specific criteria
    • Delete Records Flow: Easily automate the safe removal of records as part of a process
    • Create Screen Flow from Template: Save even more time with guided, pre-designed UI flows

    Whether you’re building your first flow or refining an existing automation, there’s a type to fit every need.Take a look at the new tools and start turning ideas into impact – faster than ever.

  • Pip Tip #7 – Easy peasy relationship diagrams: erd editor extension for vs code

    Pip Tip #7 – Easy peasy relationship diagrams: erd editor extension for vs code

    Easy Peasy Relationship Diagrams: ERD Editor extension for VS Code

    Entity Relationship Diagrams (ERD) are used by Developers, Analysts and Architects to create a visual ‘flow-chart style’ representation that represents relationships among stakeholders, objects, places, concepts or events in an IT system.

    Now, you can build these depictions faster than ever before! ERD Editor is a tool that can be used as a web app or extension for Visual Studio Code that allows you to quickly create entity relationship diagrams and saves them in JSON format.

    The extension works by first creating a new file with a .erd or .erd.json extension and opening it within Visual Studio Code. once open, you get a blank screen and you can right click anywhere to:

    – create a new table, memo or relationship

    – control how tables are displayed

    – create a database for various database types including SQLite, MySQL, and MariaDB

    – import from SQL Schema or a json file

    – export to json, SQL Schema, or an image

    – automatically arrange tables

    – open a differences view for an ERD fileRead more on ERD Editor here!

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  • Pip Tip #1 – How Einstein search can relieve your admin burdens

    Pip Tip #1 – How Einstein search can relieve your admin burdens

    How Einstein Search can Releive Your Admin Burdens

    Einstein Search is an AI-powered search capability that allows users to quickly find relevant information across Salesforce objects, records, and files. It uses natural language processing (NLP) and machine learning to understand the intent behind a user’s search query and provide more relevant and personalised search results.

    Leveraging Einstein Search has many benefits, such as improved search relevance, significant time-savings and contextualised results.

    Explore cases to resolve priority issues faster, locate relevant reports in an instant and easily filter your records with Salesforce’s intuitive search tool.

    How to Use Einstein Search:

    • Enter your search query in the Salesforce search bar using natural language phrases or keywords.
    • Einstein Search will analyse the query and provide a ranked list of relevant records, files, and other Salesforce data based on your intent and permissions.
    • You can refine your search by applying filters, such as object types or fields, to narrow down the results further!
  • Pip Tip #10 – Draft personalised sales emails easily with Einstein

    Pip Tip #10 – Draft personalised sales emails easily with Einstein

    Draft Personalised Sales Emails Easily with Einstein

    The Einstein Sales Emails feature helps sales reps swiftly create personalised and informed email content, improving efficiency and deal expansion. Using sales data, Einstein generates tailored emails for contacts and leads, known as grounding. Sales reps can draft emails like follow-ups or meeting invitations using predefined types or generative AI, which can include product information or related objects.

    In short: Sales representatives can use Einstein Sales Emails to quickly draft messages, leveraging AI to enhance efficiency and expand deals.

    This feature requires an Einstein for Sales license and is available in Lightning Experience for Performance and Unlimited editions.

    N/B: Users need the Einstein Sales Emails permission set, to use in Gmail or Outlook, set up the respective integrations.How do I use this feature?

    1. In Lightning Experience, use the email composer or the email application pane in Outlook/Gmail integrations.

    2. Start creating an email and click “Draft with Einstein”.

    3. Choose pre-made instructions or enter custom instructions.

    4. If using Salesforce information, select the relevant product.

    5. Review and edit the proposed draft email before sending.

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  • Pip Tip #18 – See how object access is granted in object manager

    Pip Tip #18 – See how object access is granted in object manager

    See How Object Access Is Granted in Object Manager

    The new Object Access Summary in Object Manager gives you a clear, read-only view of permission sets, permission set groups, and profiles that grant access to an object, including the level of access. Perfect for troubleshooting, reviews, or determining access needs.

    Key Features:

    • Quickly identify how object access is granted.
    • Understand access levels with ease.

    How To Use It:

    1. Go to Setup → Object Manager.

    2. Select an object.

    3. In the sidebar, click Object Access to view the summary.

    Available in: Lightning Experience (all editions).Learn more on Salesforce.com

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  • Pip Tip #17 – Salesforce models api

    Pip Tip #17 – Salesforce models api

    Salesforce Models API

    The Salesforce Models API empowers developers by offering direct access to large language models in a highly flexible and customisable manner. It complements Salesforce’s suite of tools by allowing users to design workflows that fully align with their specific business goals, unrestricted by default functionality.

    A key highlight here is the ability to leverage Salesforce’s “Bring Your Own Model” capability, which allows you to seamlessly integrate custom-trained models to be accessed via the API.

    One great feature is the API’s ability to generate embeddings, these powerful vector representations can be stored in your Org. A good use case for this functionality would be reducing the overhead of LLM queries by implementing spacial comparisons such as dot product comparisons directly in your Org.

    This would enable faster, more efficient matching in situations such as semantic search, recommendations, and personalised user interactions!

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  • Pip Tip #20 – Manage details about a user in one place

    Pip Tip #20 – Manage details about a user in one place

    Manage Details About a User in One Place

    The new User Access Summary page consolidates user information, making it easier to view and edit. Standard and custom user fields on this page match those in the User Details section of the user’s assigned profile layout.

    Key Features:

    • Access all user details in one streamlined view.
    • Match information directly with the user profile layout.

    How To Use It:

    1. In Setup, enter Users in the Quick Find box.

    2. Select a user and click View Summary to manage their details.

    Available in: Lightning Experience and Salesforce Classic (not available in all orgs).

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