Tag: Sales Cloud
#SalesforceWinter22 – See Which Deals Are Unlikely to Close This Month with Einstein Deal Insights
#1MinuteTip #SalesforceWinter22 Einstein Deal Insights predicts when opportunities are unlikely to be won during the same month
#SalesforceWinter22 – Plan and Visualize Territories Using a Heat Map
#1MinuteTip #SalesforceWinter22 See how your territories align with a relevant attribute like annual revenue or order volumes.
#SalesforceWinter22 – Push Counter on Opportunities
#1MinuteTip #SalesforceWinter22 The Push Count field shows the number of times an opportunity’s close date is pushed out by a calendar month.
#SalesforceWinter22 – Save Time by Creating Custom Pipeline Views and Filters
#1MinuteTip #SalesforceWinter22 Sales managers and reps can save their most frequently used pipeline views to avoid recreating them each time they visit Pipeline Inspection.
#SalesforceWinter22 See When a Commitment Is Made to a Customer or Prospect
#1MinuteTip #SalesforceWinter22 Knowing when a commitment is made to a customer or prospect makes it easier for sales teams to follow through. The new Commitment ...
#SalesforceSummer21 – Record Calls by Default in Sales Dialer
#1MinuteTip #SalesforceSummer21 You can now enable default recording for Sales Dialer. Your users can still decide whether to record individual calls
#SalesforceSummer21 – Use Custom Fields in Forecasts
#1MinuteTip #SalesforceSummer21 Now you can base forecasts on custom fields of the currency or number data types.
SalesforceSummer21 – Introducing Pipeline Inspection
#1MinuteTip #SalesforceSummer21 Pipeline Inspection gives sales teams a single view of their pipelines with key metrics, opportunities, etc.
Do More with Opportunity Products
#1MinuteTip #SalesforceSpring21 Now you can create an object relationship and page layout on Opportunity Product.