Financial Services Cloud – Actionable Relationship Center
This update helps you “visualize customers and their relationships with related businesses, people, and financial accounts in one place.” Gain holistic views of each customer and their relationships, and much more.
Health Cloud – Sales Visit and Inventory Management
This update “empowers sales teams with new visit and inventory planning tools to ensure they have the right products and resources at every visit.” Reps
This update does exactly what it sounds like – users can take advantage of Visit Planning Enhancements to improve the visit planning process with embeddable maps and filters on various store information within maps. It comes with an enhanced task framework designed to help you meet your unique needs.
Salesforce.org – Accounting Subledger
This “prepares your fundraising information for your accounting system,” saving your financing and fundraising departments “significant time and budget.”
You read it right – Volunteering for Philanthropy Cloud is now supported on iOS devices! You can donate to your favorite causes, sign up to volunteer, and sync your volunteer events with your mobile calendar using the app.
Einstein Analytics for Salesforce Sustainability Cloud
This helps you “get deeper insights into your organization’s carbon footprint data with three new detailed Einstein Analytics dashboards.”
Find the latest hands-on workshops and resources to help you get the most out of Essentials
Access Quip template metrics in Salesforce.”
Data Import Wizard Enhancements
Enhanced Data Import brings all of your customer data into Essentials faster, helping you to become a more efficient and smarter salesperson. “Upload information you’ve stored in spreadsheets using the guided step-by-step walkthrough.”
In-App Help Enhancements
These enhancements help you to get the most out of Essentials. In-App Help now provides “the latest hands-on workshops and resources.”
Now, you can access Quip template metrics in Salesforce as of the Summer 2020 Release. “Track usage for specific templates and processes in Quip, and view metrics alongside other Sales and Service data.”
Image Credit: Salesforce Trailhead, Featuring Einstein Discovery – Tree-Based Models
There are a few enhancements to Einstein Analytics in the Salesforce Summer 2020 Release.
Data Prep Enhancements
Now, you can “create datasets with the new, approachable editor, powered by machine learning.”
Einstein Discovery – Tree-Based Models
This expands modeling capabilities past linear models, to two new tree-based model types.
Direct Data for Snowflake
Now, you can “explore third=party data from Snowflake directly in real-time.” Salesforce says users can now gain “live insights in dashboards without the need to sync data to and prep data for Einstein Analytics.”
Success Cloud and Enablement
There are many important updates to Success Cloud and Enablement that delegate technical work to Salesforce and help you improve your skills while your organization and individuals become more efficient as a result.