#SalesforceSummer24 – Filter Records in Workspace in Sales Cloud Everywhere

#1MinuteTip #SalesforceSummer24 When working in Sales Cloud Everywhere, your sales reps don’t need to wade through extra, unwanted records. Instead, they can create a workspace to filter their records and focus only on the data they need. With a personalized targeted workspace with fewer records, they can get right to work.

(Sales Cloud Everywhere is a Chrome extension by Salesforce that allows you to view/create/update data in Salesforce when working on the web, without switching between Salesforce and your web page. For more details and a demo video, please refer the links below)

Product Area: Sales Cloud

Open workspace from Sales Cloud Everywhere and click on Manage Workspace

Click on Manage Workspace in Sales Cloud Everywhere

Add filters based on field values. For example, maybe you want to see all the opportunities that close on a certain date, or this week.

Filter records in Workspace in Sales Cloud Everywhere

References & Useful URLs

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