The Summer '24 release of Salesforce brings significant enhancements to Intelligence Views, designed to save you time and boost your productivity. From more powerful quick actions and dynamic dashboards to advanced AI-driven insights and improved collaboration tools, these updates ensure you can get the most out of your data. Dive into these new features to enhance your Salesforce experience and drive better business outcomes.
Advantages for Users
- Increased Productivity: Users can execute tasks more swiftly and efficiently without navigating away from their current view.
- Enhanced User Experience: Streamlined workflows and an user-friendly interface design enhance overall user satisfaction.
- Greater Flexibility: Salesforce’s customizable platform allows organizations to tailor the system to their specific business processes, enhancing their adaptability.
- Better Decision-Making: Direct access to actionable insights within Intelligence Views supports quicker, data-driven decisions
How to access Intelligence Views.
Step 1: Enable Intelligence view
-Click on the gear icon to open the Quick Find box, then search for and select Intelligence view setup.
-Enable Intelligence view and add button.
Figure 1: Enable Intelligence View from Intelligence view Setup Page
Step 2: Open Intelligence view from List view.
-Click on the Intelligence view button from list View.
Figure 2: Open Intelligence View from list View.
Step 3: Perform quick action from the intelligence view dashboard as per your requirements.
Figure 3: This is how the intelligence view Dashboard looks.
Step 4: Select multiple records and do your quick action.
Figure 4: Select multiple records to assign labels efficiently.
Figure 5: Selected records are assigned to Labels.
Conclusion
The Salesforce Summer '24 release introduces innovative features that enhance productivity and support user success. With More Actions in Intelligence Views, users can fully leverage Salesforce to streamline workflows, save time, and make data-driven decisions. In the competitive business environment, Salesforce continues to be a reliable partner in boosting efficiency and achieving organizational goals.
For any queries on this blog please reach out to support@astreait.com