Sales Cloud

#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

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#SalesforceSummer22 – New Free Features in Sales Cloud

#1MinuteTip #SalesforceSummer22 Good News! Sales Cloud Unlimited & Performance Editions now include more features and functionality that previously required an add-on license. These features include:

  • High Velocity Sales (soon to be renamed to Sales Engagement)
  • Inbox in Gmail and Outlook
  • Sales Cloud Einstein
  • Einstein Conversation Insights, and
  • Einstein Activity capture.

Just navigate to setup and enable the specific features you want for your business.

New Free Features in Salesforce Sales Cloud

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#SalesforceSummer22 – Share Individual Campaigns with Colleagues in Lightning

#1MinuteTip #SalesforceSummer22 Now you can manually share an individual campaign record with another Salesforce user. This Classic feature is now available in Lightning Experience. A campaign owner can set sharing settings and view the sharing hierarchy from the action menu on a campaign record.

Share Individual Campaigns with Colleagues in Lightning

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#SalesforceSummer22 – Choose More Opportunity Fields to Include or Exclude from Your Forecasts

#1MinuteTip #SalesforceSummer22 With custom filters, your sales team can filter by standard number, currency, and picklist fields for forecasts to pinpoint the data to study. For example, you can filter forecasts by new business to compare to renewal forecasts. Previously, you could filter only by record type. You can’t filter on custom data types.

Opportunity Fields in Forecast

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