Sales Cloud

#SalesforceSpring23 – Build Custom Forecasts Pages

#1MinuteTip #SalesforceSpring23 You can now customize desktop forecast pages using Lightning App Builder to support your unique business.

Give your sales users all the information they need to make informed decisions without leaving the forecasting page.

  • Drag and drop standard components onto the Forecast page, e.g. embed reports directly into the forecast page.
  • Add custom-built components and external data to guide your forecast.
  • Activate either at an org or user or profile level

Product Area: Sales -> Core Sales Features

Build Custom Forecasts Pages

References & Useful URLs

  • For Related Spring ’23 Release Note Article – Click here

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#SalesforceSpring23 – Import Contacts and Leads with a Guided Experience

#1MinuteTip #SalesforceSpring23 Give sales reps access to a guided process to import contacts and leads using a sample CSV file and a simple data-mapping interface.

The new import option provides users who have permission to import data a choice about how to import data based on the features they have permission to use. Users that need a more robust data import experience still have access to import tools they previously used.

This option seems to be available in Professional and Enterprise editions with the Sales Cloud. I did not see this option in the Developer Edition Org.

Product Area: Sales -> Core Sales Features

Import Lead and Contact with Guided Experience
Image Source: Salesforce Spring ’23 Release Note Article

References & Useful URLs

  • For Related Spring ’23 Release Note Article – Click here

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

#SalesforceSummer22 – Capture the Address of Assets

#1MinuteTip #SalesforceSummer22 You can now track the precise address of Assets within a large customer site.
Use an address field on the Asset to track its precise location and make it easier for drivers to get to customers. For example, on a university campus track the precise address of the various Assets in the different buildings.

Salesforce Capture the Address of Assets

References & Useful URLs