#EINSTEIN PLATFORM ACCOUN UPGRADE#
#EINSTEIN PLATFORM ACCOUN FULL#

Close Date (with indicator initial push date and Einstein prediction).

Amount (with the increase or decrease indicator).

Opportunity Name (with Deal Insight overview).

You can create a new view for yourself or for your users, but you cannot modify the default 'My Pipeline' view for your users, so vote for my idea here.

But, the system will remember if you are in Pipeline Inspection or list view, the next time you click the Opportunity tab, you will be landed based on your last usage.Īs mentioned in the important opportunities above, there will be 2 views available by default, 'My Pipeline' (default) and 'My Important Opportunities'. Admin is unable to set the user by default landed at Pipeline Inspection when clicking the Opportunity tab. Once setup is completed, to access Pipeline Inspection, users must click the 'Pipeline Inspection' button from the Opportunity tab, so this is not to replace the list view. Assign permission set to users, it can be the standard permission set 'Pipeline Inspection User', or custom permission set with the Pipeline Inspection license. Enable the Pipeline Inspection button in the Opportunity object, look from 'List View Button Layout'.ģ. Enable Pipeline Inspection from the setup menu, this will auto-enable historical trending for opportunities.Ģ. When clicking the Opportunity tab, all users will always land in Total metrics for This Month for Me, it will be great if the system remembers my last filters and metrics selected.ġ. Unfortunately, you cannot customize the metrics, such as using the Stage Name (without changing Forecast Category), renaming, or hiding any of the metrics, so vote for this idea.Ĭlicking the metric will filter the opportunities shown in the table below the metrics. Moved Out (total opportunities moved out of the selected period, including opportunities with closed date in the selected period when it started and new opportunities created during the period).Moved In (total opportunities moved into the selected period, including opportunities with closed date moved into the selected period and new opportunities created).Open Pipeline (with forecast categories of Commit, Best Case, Pipeline).Best Case (with forecast categories of Closed Won, Commit, Best Case).Commit (with forecast categories of Closed Won or Commit).Those opportunities marked as important will be shown in the 'My Important Opportunities' view too. You can mark up to 200 opportunities as important. This marking is for each user and can't be shared with other users. Next is the 'Important Opportunities', click this icon to filter opportunities that you have manually marked as important. When selecting an internal user, because it is 'Teams', this will include all opportunities owned by users below the role hierarchy. There is no way to hide partner community users from the dropdown, so vote for this idea.

#EINSTEIN PLATFORM ACCOUN FULL#

Include Partner Community users, for internal users', the name end with 's Teams, such as John Smith's Teams, while partner community users only have the full name.Then, you can select opportunities owned by: Me, My Team (people under me in the role hierarchy), My Opportunity Teams (opportunities where I am added to the Opportunity team), and every user below me under the role hierarchy, users available here: Starting from the top, you can select opportunity closing: This Week, This Month, This Quarter, Next Week, Next Month, Next Quarter, or Custom.

Those features are great for reps and their manager to manage their pipeline. With this intelligence, sales teams can focus on the most important opportunities and forecast revenue more accurately.' quote from salesforce article. 'Pipeline Inspection gives sales teams a consolidated view of pipeline metrics, opportunities, week-to-week changes, AI-driven insights, close date predictions, and activity information. In short, you must be on Unlimited or Performance edition, then assign a permission set that has Pipeline Inspection User permission enabled. You will have this Pipeline Inspection license if you use Unlimited or Performance edition. To access Pipeline Inspection, you need to have Pipeline Inspection User permission, which is available under the Pipeline Inspection Included permission set. Before we discuss further Pipeline Inspection, let's see what is required to access Pipeline Inspection.

#EINSTEIN PLATFORM ACCOUN UPGRADE#

Pipeline Inspection probably is an upgrade of the list view, but just for the Opportunity object.

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