Tag: Sales Cloud
#SalesforceSummer23 – Increase Productivity with Calendar Enhancements
#1MinuteTip #SalesforceSummer23 Switch to LWC for Calendar and increase productivity with Calendar enhancements in Summer '23.
#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.
#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.
#SalesforceSpring23 – Forecast using Custom Dates
#1MinuteTip #SalesforceSpring23 To make accurate predictions for your unique business process, you can now forecast using custom dates.
#SalesforceSpring23 – Build Custom Forecasts Pages
#1MinuteTip #SalesforceSpring23 You can now customize desktop forecast pages using Lightning App Builder to support your unique business.
#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 ...
#SalesforceWinter23 – Quota Attainment Visualization
#1MinuteTip #SalesforceWinter23 You can now view visual quota attainment bar with percentages. Visually distinguish what needs most attention.
#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.
#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 ...