When it’s easier for you to use our documentation, it’s easier for you to use Salesforce. With that in mind, we’re always making improvements so that you can find what you need.
To kick off the New Year we’re introducing a few changes. After the Spring ’17 release, you can filter the Release Notes based on the UI—Salesforce Classic, Mobile, or Lightning Experience. Use the UI experience filter to find the content that’s relevant to you without wading through content that’s not.
You can also still filter by edition, feature impact, and product area. Select any combination of filters, and right away you get a pared-down table of contents tailored to what you’re looking for. To share your filtered release notes, copy the URL and distribute it however you want.
The release notes aren’t the only part of our documentation getting an upgrade. The Salesforce Help & Training portal is getting a makeover and some new functionality. The Help & Training portal gives you easy access to a host of resources, including the Salesforce Success Community, our release notes, and, of course, our online help documentation.
Now the Help & Training portal gives intelligent recommendations. When you’re looking for documentation, check out the right sidebar under Recommended Learning for training opportunities and other topics that might interest you based on what you’ve already looked at. Intelligent recommendations can help you amp up your admin skills, find a training class you didn’t know about, or learn something new about Salesforce.
The Help and Training site isn’t just more functional—it looks better, too. We’ve aligned the styling more closely with Lightning Experience and made it easier to navigate on mobile.
We’re always looking for ways to make your experience better. Give us your feedback on the Help and Training portal by scrolling to the bottom of the page and clicking thumbs-up or thumb-down. In the Release Notes, click Rate Our Filters to tell us what you think.
More improvements are in the pipeline. Keep an eye on our Help & Training portal for future updates.
Have you ever wished you could give your users exactly the right guidance at just the right moment? That’s the magic of Next Best Action! Whether it’s helping a sales rep spot the perfect opportunity for a follow-up or guiding a service agent with a recommended solution, Next Best Action allows you to create custom […]
In today’s digital landscape, ensuring the security of customer data is one of the top priorities for Salesforce Admins. With the increasing frequency of security breaches, the need for robust protection of sensitive information is more critical than ever. Exposing services to the public internet inherently opens up vulnerabilities that can lead to unauthorized access, […]
Automation is one of our superpowers as Salesforce Admins, and modular flows make that power even stronger. If you’ve noticed, flows are everywhere! Your flow-building expertise is key to preparing your company for Agentforce by creating custom flow actions for agents. However, as we shift toward building autonomous agents, we must rethink our approach from […]
