Tag: Sales Cloud

1 Minute Tips

#SalesforceSummer23 – Increase Productivity with Calendar Enhancements

#1MinuteTip #SalesforceSummer23 Switch to LWC for Calendar and increase productivity with Calendar enhancements in Summer '23.
1 Minute Tips

#SalesforceSummer23 – View Calendar with One Click

#1MinuteTip #SalesforceSummer23 It is now much easier to pop open your calendar in a new tab directly from dynamic activity composer.
1 Minute Tips

#SalesforceSummer23 – Create Quotes Without a Related Opportunity

#1MinuteTip #SalesforceSummer23 You no longer have to create an opportunity for creating quotes. Fast-track deals by creating quotes directly.
1 Minute Tips

#SalesforceSpring23 – Forecast using Custom Dates

#1MinuteTip #SalesforceSpring23 To make accurate predictions for your unique business process, you can now forecast using custom dates.
1 Minute Tips

#SalesforceSpring23 – Build Custom Forecasts Pages

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

#SalesforceSpring23 – Import Contacts and Leads with a Guided Experience

#1MinuteTip #SalesforceSpring23 You can now give sales reps access to a guided process to import contacts and leads using a sample CSV file and a ...
1 Minute Tips

#SalesforceWinter23 – Quota Attainment Visualization

#1MinuteTip #SalesforceWinter23 You can now view visual quota attainment bar with percentages. Visually distinguish what needs most attention.
1 Minute Tips

#SalesforceWinter23 – Territory Management Now Supports Leads

#1MinuteTip #SalesforceWinter23 Similar to Accounts, Enterprise Territory Management in Salesforce now supports leads also. Just Enable the option and define rules.
1 Minute Tips

#SalesforceSummer22 – Capture the Address of Assets

#1MinuteTip #SalesforceSummer22 You can now track the precise address of Assets with address field on Asset object. Use an address field on the Asset to ...
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Introducing All Access Pass