Sales: Einstein Call Coaching and Engagement Details for High Velocity Sales, Custom Opportunity Splits, Quick Actions for Task Queues, and Pardot B2B Marketing Features

Use Einstein Call Coaching to analyze conversational data, and review engagement details to see when prospects engage over email. Create more custom opportunity split types. Set up quick actions to assign tasks to queues. Pardot adds Einstein Attribution and the Marketing Campaign Intelligence app. Get more control over opportunity access via territories. Path features come to Kanban. And email integration helps you boost productivity more than ever.

High Velocity Sales: Einstein Call Coaching, Engagement Details, and More Sales Cadence Customization
Sales managers can analyze sales calls with Einstein Call Coaching. Sales reps can see when prospects engage over email, such as when a sales cadence email is opened or a link is clicked. There are also many new features for sales cadences, like removing prospects automatically from sales cadences when specified exit criteria are met.
Sales Cloud Einstein: Opportunity Scoring Includes Consistent Labels and Field-Level Security, Improved Scoring Model for Leads and Opportunities, and New Account Insight
Opportunity Score is the field name everywhere scores appear. Field-level security controls which scoring factors sales reps see. Einstein Opportunity Scoring models now include products, quotes, and price books. Einstein Lead Scoring models now include leads’ activity data. And Einstein Account Insights lets reps know when companies are cutting costs.
Core Sales Features: Enhancements to Opportunities, Orders, and Enterprise Territory Management
Create more custom split types. With a B2B Commerce license, use orders in Salesforce while managing products and price books in an external platform. And get more control over opportunity access via territories.
Productivity Features: Email Threading, Tasks to Queues, New Email Insight, and Improved Kanban Views
Sales reps can enjoy more efficiency when selling. High Velocity Sales users can use threaded emails to see an entire conversation. Quick actions make it easier to assign tasks to queues. The Not Interested email insight lets reps know when a customer isn’t interested in their sales pitch. And add company-specific tips and expertise to Kanban views.
Integration with Google: Track Email Setup Changes, Text Shortcut Improvements, and Lightning Sync Setup Available to More Admins
You can turn the email tracking feature on and off from a single setting for all Gmail integration and Inbox users. Plus, we added a keyboard shortcut to make adding text shortcuts to an email easier than ever. Starting in Winter ’21, Lightning Sync availability is changing. And in Spring ’20, Lightning Sync admins can delegate setup to admins with more restrictive permissions.
Integration with Microsoft®: Track Email Setup Changes, Text Shortcut Improvements, Changes for Lightning Sync and Retirement for Salesforce for Outlook
You can turn the email tracking feature on and off from a single setting for all Outlook integration and Inbox users. Plus, we added a keyboard shortcut to make adding text shortcuts to an email easier than ever. In Winter ’21 Lightning Sync availability is changing. And Salesforce for Outlook will no longer function starting in December 2020. Keep reading to learn more about the retirement and moving to the next-generation features.
Salesforce CPQ and Billing: Change Quote Line Editor Column Width, Automatic Usage Summaries for Evergreen Subscriptions, and Improved Error Management for Finance Periods
Change column widths in the quote line editor. Get automatic usage summaries for usage beyond the initial 12 summaries on an evergreen subscription order product. Create amendments without using the original contract’s product bundle structure. And quickly review and correct errors encountered when opening or closing finance periods.
Pardot
Pardot launches new B2B Marketing features, such as Einstein Attribution and a Marketing Campaign Intelligence app, as well as a number of enhancements to security, syncing, content reuse, and feature setup. Some features become available in June, and others with the Salesforce Summer ’20 release.
Other Changes in the Sales Cloud
Learn about other changes we’ve made to improve usability and permission changes for duplicate management, email, and Enterprise Territory Management.

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