Sales Cloud

#SalesforceSpring24 – Contact Intelligence View

#1MinuteTip #SalesforceSpring24 Contact Intelligence View engagement metrics let sellers quickly see an overview of which contacts are engaging and which need more attention. Insights include case insights, email insights, and Einstein Conversation Insights. And activity metrics now include events as well as tasks.

Product Area: Sales Cloud

1. Turn on Contact Intelligence View under Setup

Turn on Contact Intelligence View under Setup

2. In the Contact tab, click on ‘Intelligence View’

Switch to Contact Intelligence View

3. Contact Engagement metrics include:

  • Not contacted—No calls or emails occurred in the last year
  • Contacted attempted—Outgoing calls or emails occurred in the last 30 days, without meaningful engagements
  • Engaged—At least one inbound engagement occurred
  • Meeting scheduled—At least one event is scheduled in the next 30 days
  • Meeting declined—A scheduled event was declined
  • Disqualified—The contact has a call result of unqualified or not interested, or has opted out of calls or emails
Contact Intelligence View

References & Useful URLs

  • For Related Spring ’24 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.

#SalesforceSpring24 – Contact Intelligence View Read More »

#SalesforceSpring24 – Lead Intelligence View

#1MinuteTip #SalesforceSpring24 Lead Intelligence View engagement metrics let sellers quickly see an overview of which leads are engaging and which need more attention. Insights include case insights, email insights, and Einstein Conversation Insights. And activity metrics now include events as well as tasks.

Product Area: Sales Cloud

1. Turn on Lead Intelligence View under Setup

Turn on Lead Intelligence View under Setup

2. In the Lead tab, click on ‘Intelligence View’

Switch to Lead Intelligence View

3. Lead engagement metrics include:

  • Not contacted—No calls or emails occurred in the last year
  • Contacted attempted—Outgoing calls or emails occurred in the last 30 days, without meaningful engagements
  • Engaged—At least one inbound engagement occurred
  • Meeting scheduled—At least one event is scheduled in the next 30 days
  • Meeting declined—A scheduled event was declined
  • Disqualified—The contact has a call result of unqualified or not interested, or has opted out of calls or emails
Lead Intelligence View

References & Useful URLs

  • For Related Spring ’24 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.

#SalesforceSpring24 – Lead Intelligence View Read More »

#SalesforceSpring24 – New Seller Home in Sales Cloud

#1MinuteTip #SalesforceSpring24 Now Sales team members can start their day with a complete view of their business. Seller Home shows users an overview of their opportunities, accounts, leads, and contacts, along with their day’s agenda. Seller Home also lets users set goals and track progress and view their to-do items, recent records, and contact suggestions from Einstein.

Seller Home is the default Home page for the Sales, Sales Console, and Sales Engagement apps. It appears automatically if you haven’t applied a custom home page to these apps or as your org-wide default

Product Area: Sales Cloud

New Seller Home in Sales Cloud

If you’ve customized these pages, you can manually enable Seller Home from the Home item in Setup. Once enabled, select the App System Default as the Home page for the Sales, Sales Console, and Sales Engagement apps.

Enable Seller Home

References & Useful URLs

  • For Related Spring ’24 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.

#SalesforceSpring24 – New Seller Home in Sales Cloud Read More »

New AI & Data Innovations in Sales Cloud

Salesforce launched new AI and data innovations in Sales Cloud. These innovations provide sellers with a variety of AI-powered tools to streamline research and manual tasks like summarizing meetings and creating emails.

These innovations include:

New AI & Data Innovations in Sales Cloud
  • Copilot for Sales gives sellers an AI assistant to research accounts, update their CRM, and prepare for meetings from anywhere, including their mobile device and browser.
  • AI-powered Call Summarization and Exploration automatically extracts call details, helping reps create and share meeting summaries with their teams.
  • Sales Email uses generative AI to create personalized outreach emails for common sales scenarios, such as introductions or follow-up notes, in the seller’s unique tone and style.
  • Automated Prospecting creates prospect lists based on account segmentation, customer fit, and buyer engagement scores to help sellers engage customers when they’re most likely to purchase.
  • Process Intelligence: Sales operations teams can easily build data models from internal and external data sources to optimize performance indicators, such as win rate or attrition metrics.
  • Sales Cloud Everywhere: Sellers can bring the power of Sales Cloud to Outlook, Gmail, and web browsers to effortlessly manage opportunities, update accounts, and look up CRM data from wherever they’re working.
Sales Cloud AI & Data Innovations
Image Source: Salesforce News Article (link below)

References & Useful URLs

New AI & Data Innovations in Sales Cloud Read More »

#SalesforceWinter24 – Field History Tracking on Opportunity Team & Split

#1MinuteTip #SalesforceWinter24 You can now track changes to opportunity teams and splits. With Audit History, you get the details of all changes to opportunity splits, opportunity product splits, and opportunity team members.

In Object Manager, go to the Opportunity Split, Opportunity Product Split, and Opportunity Team objects. In Fields & Relationships, go to Set History Tracking and select your fields.

Product Area: Sales Cloud

Field History Tracking on Opportunity Team & Split

References & Useful URLs

  • For Related Winter ’24 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.

#SalesforceWinter24 – Field History Tracking on Opportunity Team & Split Read More »

Scroll to Top
Introducing All Access Pass