#Visual remote assistant salesforce how to
#Visual remote assistant salesforce update

Now, pop over to the dashboard builder for your new or existing dashboard and add the gauge chart component. Next, make sure that your source report is set up for the data that you want to chart. Select E nable Dashboard Dynamic Gauge Charts (Lightning Experience only), and save your changes. From Setup in Lightning Experience, in the Quick Find box, enter Reports and Dashboards, and then select Reports and Dashboards Settings.For example, a gauge chart can show how a subsidiary’s sales are doing relative to your overall business. Build your gauge chart using report metrics and field values that respond dynamically to your business. With dynamic gauge charts, you’re no longer tied to static goals or performance levels. Automatically Tune Your Dashboards to Your Business Goals with Dynamic Gauge Charts (Beta) : – Dashboard gauge charts are awesome to track your performance and business goals, but your business is always changing.

Try it by signing up for the Einstein Search for Knowledge pilot. Assist Your Agents and Customers to Find Knowledge Articles (Pilot) : – Einstein Search for Knowledge is now powered by AI to get service agents and customers the most relevant knowledge articles.For Gmail and Office 365, from Setup, in the Quick Find box, enter Send through External Email Services, and then select Send through External Email Services.Previously, reps could send list emails via Salesforce only. Now, reps can send list emails through Gmail, Office 365, or Microsoft Exchange.

#Visual remote assistant salesforce how to

Send List Email Your Way (Pilot) : – Now your sales reps can choose how to send their list emails.

Now, when your users click Show Cases in the Dynamic Actions Bar, the List View changes to show open cases.

Choose the Object (3) and Filter (4) for your List View as Case and All Open Cases. Then, specify the Component this interaction updates, List View(2).

#Visual remote assistant salesforce update

You want the button to update a component, so in the Interaction picker (1), under Components, select Update Properties.For example, say you want to configure your new button, Show Cases, to update the List View component to show cases instead of accounts.After you name the button, you can choose your interaction type and configure it in the pane.

When you select the Dynamic Actions Bar component on your app page, click Add Interaction in the properties pane.

Add an interaction to your Dynamic Actions Bar just like you would add an action.

An admin can use the Dynamic Actions Bar component to create Dynamic Interactions, which trigger other components to update and transform based on user interactions.

Bring Dynamic Interactions to Your Dynamic Actions Bar (Pilot) : – Now you can update multiple components on your app page with one click of a button in your Dynamic Actions Bar.

In this release, you will find lots of new features, as well as, new enhancements related to Lightning Experience, Salesforce Flow, Lightning Web Component, Apex, Experience Cloud, Field Service, Pardot, Quip, Tableau CRM, myTrailhead and APIs.įor example, features like Bring Dynamic Interactions to Your Dynamic Actions Bar (Pilot), Make Cross-Cloud Connections with the Marketing Cloud Form Component (Pilot), Make Custom Screen Components React to Other Components on the Same Flow Screen (Pilot), Take Control of Which Objects Users See in Search (Beta), Update More Fields from the Report Run Page with Expanded Inline Editing (Beta), and Draw Insights on Salesforce CDP Data (Beta) is now available in Lightning Experience.Īlso, check out these beta and pilot features: On the and 27th of August, Sandboxes will be upgraded, as a result, your organization will get the look and feel of the Winter ’22 release. Currently, the Winter’22 release is available under the pre-release program.