Sales Cloud

Salesforce Introduces Sales Planning

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#1MinuteTip Salesforce introduces Sales Planning – a new solution for Sales Cloud that makes it easy to build end-to-end plans fueled by CRM data. Sales Planning will allow companies to drive growth by efficiently distributing capacity, territories, quota, compensation, and more.

With new Sales Planning capabilities customers can:

  • Build plans informed by CRM data
  • Speed up and simplify planning cycles
  • Connect planning stakeholders
Salesforce Einstein Studio
Image Source: Product Demo Video (link below)

References & Useful URLs

#SalesforceSummer23 – Increase Productivity with Calendar Enhancements

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#1MinuteTip #SalesforceSummer23 Switch to Lighting Web Components for Calendar and increase productivity with Calendar enhancements in Summer ’23. Get a clearer overview of your schedule with up to 500 events in your calendar view. Easily scan your upcoming meetings with longer event text and overlapping tiles. And prevent accidental event expansion by clicking one time to preview and again to open.

Previously limitations in the Aura implementation of calendar prevented new features from being implemented effectively. There were limitations on the number of events viewed on the calendar and the way events were displayed was difficult to navigate.

Product Area: Sales Cloud -> Calendar

1. Enable Lightning Web Components for Calendar

Enable Lightning Web Component for Calendar

2. Enjoy the productivity enhancements

Enjoy the productivity enhancements

References & Useful URLs

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#SalesforceSummer23 – View Calendar with One Click

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#1MinuteTip #SalesforceSummer23 You Easily pop open your calendar in a new tab as you schedule events from a record so you can see when you have conflicts. Previously, from the Salesforce console you went to your calendar and away from your current view.

In the dynamic activity composer, click View Calendar from the New Event dropdown.

Product Area: Sales Cloud

View Calendar with One Click

References & Useful URLs

  • For Related Summer ’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.

#SalesforceSummer23 – Create Quotes Without a Related Opportunity

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#1MinuteTip #SalesforceSummer23 You no longer have to follow the opportunity-to-quote flow. You can fast-track deals by creating quotes without first creating an opportunity, speeding up delivering quotes to their customers for review. Quotes must be related to an account when they’re converted to orders.

Product Area: Sales Cloud

Create Quotes Without a Related Opportunity

References & Useful URLs

  • For Related Summer ’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.

#SalesforceSpring23 – Forecast using Custom Dates

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#1MinuteTip #SalesforceSpring23 To make accurate predictions for your unique business process, forecast using custom dates. For example, if your company recognizes revenue when products ship, add a custom date field to capture planned shipping dates. Then, use that field to create your forecast types.

Previously, based on the forecast type, sales leaders could forecast only by Close Date, Product Date, or Schedule Date.

Product Area: Sales Cloud -> Core Sales Features

Forecast using Custom Dates

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.

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