Salesforce recently published its Summer 2017 release notes, and at almost 600 pages long, it’s about the same length as the average Harry Potter book. You could read through it, but if…
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Import Accounts & Contacts with Ease Salesforce’s take: A new wizard was created to make importing accounts and contacts easier from LinkedIn, Gmail, MailChimp, etc. Our take: Although, the wizard…
See more record details on object home pages (tablets only) Salesforce’s take: To take advantage of the larger screens on tablets, Salesforce1 uses a different object home page interface than…
Collaborative Forecasts Salesforce’s take: Sales Reps now have the power to adjust their own forecasts without changing the underlying opportunity value. And sales managers can save time by adjusting the…
Chatter: Creating a Task/Action directly from a post Salesforce’s take: The Create New Task action lets users create a task directly from a post in their feed. Action links are…
Enterprise Territory Management & Collaborative Forecasts Enterprise territory management Salesforce’s take: In the latest release, “Territory Management” has been renamed “Enterprise Territory Management” to reflect the latest features, which offer more options for…
Reports and dashboards: Report notifications Salesforce’s take on Salesforce Spring ’15: Users can now sign up for report notifications to stay up-to-date on the metrics they care about most. Users…
