Tag: Sales Cloud

1 Minute Tips

#SalesforceSummer24 – Filter Records in Workspace in Sales Cloud Everywhere

#SalesforceSummer24 Boost sales team productivity with personalized workspaces & filter record options in Sales Cloud Everywhere.
1 Minute Tips

#SalesforceSummer24 – Arrange the Fields as Per Your Preference in Sales Cloud Everywhere

#SalesforceSummer24 As your sales reps use Sales Cloud Everywhere, they can choose the fields they want to see and arrange them the way they want ...
1 Minute Tips

#SalesforceSummer24 – Introducing Buyer Relationship Map

#SalesforceSummer24 Visualize contacts across company levels, on opportunities and accounts, with the buyer relationship map.
1 Minute Tips

#SalesforceSummer24 – Enterprise Territory Management Is Now Sales Territories

#SalesforceSummer24 Manage territories the same way you did by using Enterprise Territory Management, but now under the name Sales Territories.
1 Minute Tips

#SalesforceSummer24 – More Actions in the Intelligence Views

#SalesforceSummer24 Boost productivity with more actions now available in the Account, Contact, and Lead Intelligence views.
1 Minute Tips

#SalesforceSummer24 – Return to Your To Do List Exactly as You Left It

#SalesforceSummer24 The To Do List now helps users pick up right where they left off from the previous session by remembering their filters, sort order, ...
1 Minute Tips

#SalesforceSpring24 – Account Intelligence View

#1MinuteTip #SalesforceSpring24 See account activity, scan opportunity metrics, review cases, and log activities, all in one place in the Account Intelligence view.
1 Minute Tips

#SalesforceSpring24 – Introducing Contact Suggestions from Einstein Activity Capture

#1MinuteTip #SalesforceSpring24 Enhance your sales productivity with Einstein Activity Capture. Learn how to easily find potential contacts from your email and events.
1 Minute Tips

#SalesforceSpring24 – Contact Intelligence View

#1MinuteTip #SalesforceSpring24 Use the Contact Intelligence View to quickly see overview of which contacts are engaging and which need more attention.
Scroll to Top
Introducing All Access Pass