Tag: Sales Cloud

1 Minute Tips

#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
1 Minute Tips

#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.
1 Minute Tips

#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.
1 Minute Tips

#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.
1 Minute Tips

#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 ...
1 Minute Tips

#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
1 Minute Tips

#SalesforceSummer21 – Use Custom Fields in Forecasts

#1MinuteTip #SalesforceSummer21 Now you can base forecasts on custom fields of the currency or number data types.
1 Minute Tips

SalesforceSummer21 – Introducing Pipeline Inspection

#1MinuteTip #SalesforceSummer21 Pipeline Inspection gives sales teams a single view of their pipelines with key metrics, opportunities, etc.
1 Minute Tips

Do More with Opportunity Products

#1MinuteTip #SalesforceSpring21 Now you can create an object relationship and page layout on Opportunity Product.
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