The Weekend Picklist ?? Flow Action Buttons, Prompt Builder Templates, and List Views for Every Org

Every weekend, we’ll be delivering our top headlines – highlights from the previous week for you to enjoy with a cup of coffee!

In today's edition:

• Flow Action Buttons Deep Dive (New in Salesforce Summer '24 Release)
• Example Prompts for Einstein Prompt Builder
• List Views for Every Salesforce Org
• Key Salesforce Terminology for Beginners
• The Salesforce Ben Productivity Demo Jam

Flow Action Buttons Deep Dive (New in Salesforce Summer ‘24 Release)?

Ready, set, action buttons! The Summer ‘24 release gave us plenty to shout about, including this gem of an enhancement for Salesforce Flow.

So what do action buttons actually do? Well, in essence, they can be placed within any screen flow to perform complex actions without the user – drum roll – having to leave the page!?

As with subflows, these are actions that take place outside your flow while having significant impact within. It’s a small but significant step forward which really is going to reshape users’ real-time interactions with screen flows.

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Example Prompts for Einstein Prompt Builder

Launched officially in Spring ‘24, Prompt Builder has been making waves since it was introduced last year. Inviting every admin to try their hand at building prompts, the skill known as “Prompt Engineering”, this tool paves the way for professional, personalized, and impactful communications, with a real focus on accessibility, efficiency, and productivity.?

Prompt Builder aims to keep things simple in terms of creating, testing, and refining prompts, making it nice and easy even for those without technical expertise. The tool also loves to learn, by encouraging experimentation and user feedback to improve prompts.?

From follow-up emails to deal summaries, we have some handy templates to help get you started.

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A message from?Nylas

One simple package to capture all email data in your Salesforce

Salesforce Developer, Lincoln Rychecky, helped create a simple package that captures all email data (even from non-Salesforce users) and offers a full suite of customization. Revenue leaders are already using these insights to drive GTM alignment. Join his live discussion on June 13th to learn more and get started in just a few minutes.

Register Now

Useful List Views for Every Salesforce Org

List views in Salesforce… This simple but extremely effective display gives users quick access to a specific subset of Salesforce records according to specific criteria.

Any Salesforce object with a tab can have one or more list views, but which objects actually need them? If you’re looking for a good rule of thumb, consider one for any object where people are going to be reviewing multiple records at once. So it’s well worth knowing your way around them.?

Here are some of the most common for standard objects:?

• Accounts – My Target Accounts
• Opportunities – My Opps Closing (Soon)
• Leads – My Open Leads
• Cases – Critical/High Priority Cases

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Key Salesforce Terminology for Beginners

Reports, records, roles… there are countless terms to get to grips with while navigating Salesforce. We thought it might be useful to put together a glossary of key terminology – not only for beginners starting out, but also for anyone seeking to brush up on their knowledge.?

Here’s a teaser:?

• Activity: Actions (such as events, tasks, logged calls, or emails). When related to other objects like Accounts, Leads, Opportunities, or Cases, they help in managing and maintaining customer relationships effectively as all actions/activities are tracked.
• Case: Customer questions, feedback, or issues that need to be resolved. A case serves as a record of interactions, as well as any attempts at problem-solving which can be used to track and resolve these inquiries.
• Sandbox: A separate environment used for development, testing, and training purposes without affecting the actual production environment.

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Demo Jam: Boost Your Productivity?

The SF Ben Demo Jam is back in town. This time around it’s all about productivity, and we have eight industry leaders lined up to take on the challenge…?

Each competitor will have just three minutes in the spotlight. There are two coveted titles up for grabs: the best app for everyday use and the most creative solution. The winners will be crowned by our live audience.?

Join Ben and the team on Thursday, June 20 at 9 am PST / 12pm EST. The live event will be streaming via our LinkedIn and YouTube channels. See you there!

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