Tag: Sales Cloud
Adjust Your Forecasts on the Go
#1MinuteTip #SalesforceSpring21Â The Salesforce mobile app now supports forecast adjustments. You can adjust your own forecasts on the go
Find Recent Changes to Opportunity at a Glance
#1MinuteTip #SalesforceWinter21 Opportunity deal change highlights help your sales team prioritize work by showing recent changes to amounts and close dates.
How to Import Contacts in Salesforce From Mobile Device & Google Contacts
Learn how you can enable your users to easily create a contact in Salesforce by importing the contact from your mobile device & how to ...
How to Customize Product Multi-Line Layout in Salesforce
Customize the Product Multi-Line Layout to change the columns that display when you click 'Edit All' in the Products related list on Opportunity and Quote.
Step By Step Guide to Setting Up Web-to-Lead & Web-to-Case in Salesforce with reCAPTCHA
Step by step guide to setup Web-to-Lead & Web-to-Case with reCAPTCHA. Convert your website inquiries and complaints into Salesforce Leads and Cases automatically
How to Show Account Logos in Salesforce
In Salesforce, you can enable Account Logos in setup along with Automated Account Fields to show logos to reps when they are viewing an account.
How to handle junk / spam leads in Salesforce
What is the best way to stop junk / spam leads coming into Salesforce through web-to-lead form?
