Top 10 Salesforce Summer ‘21 Features

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Top 10 Salesforce
Summer 21 Features
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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.
LETS TAKE A LOOK AT THE TOP TEN FEATURES OF
THIS UPDATE
Salesforce Einstein feature updates
Personalization, natural language search, and
actionable instant results are now available to
all Einstein Search users at no additional cost.
Einsteins classification tools have been
improved and extended, including Einstein Case
Wrap-Up, which is now available to the general
public.
With all of Salesforce Einsteins functionality,
you can work more productively and get more
reliable and customized results.
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1. Einsteins Key Account Identification
Einsteins 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. Einsteins
Account Tier uses letters to rate the accounts,
similar to Pardot ranking. This ranking, unlike
Pardot scoring, changes itself automatically. You
wont have to depend on individual decisions to
set the rules instead, youll 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.
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2. Boost Email Engagement with Einstein Send Time

Optimization
3. Build Multicolumn Screens in Flow Builder
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 Einsteins
  machine learning capabilities to determine the
  best time to send each email to each prospect.
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B2B Commerce advancements
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.
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The Commerce App The Salesforce Commerce app
enables
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you to configure product hybrid lists, and get a
product list for each store at the same time.
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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.
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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 products
billing and tax rules caused problems.
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