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THE SHIFT BLOG:

A BLOG ON ALL THINGS SALESFORCE + MEDIA
May 17
6

Salesforce Summer 2017 Release: Six things you’ll love (and one you won’t)

By shiftcrm | CRM News, Salesforce, Salesforce Releases | No Comments

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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Mar 19
6

Salesforce Spring ’15 Release: User Interface

By shiftcrm | CRM News, Salesforce, Salesforce Releases | No Comments

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…

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Mar 19
6

Salesforce1 Spring ’15 Release: Salesforce1

By shiftcrm | CRM News, Salesforce, Salesforce Releases | No Comments

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…

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Mar 19
6

Salesforce Spring ’15 Release: Collaborative forecasts

By shiftcrm | CRM News, Salesforce, Salesforce Releases | No Comments

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…

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Mar 19
6

Salesforce Spring’ 15 Release: Chatter

By shiftcrm | CRM News, Salesforce, Salesforce Releases | No Comments

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…

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Mar 19
6

Salesforce Spring ’15 Release: For Administrators

By shiftcrm | CRM News, Salesforce, Salesforce Releases | No Comments

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…

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Mar 19
6

Salesforce Spring ’15 Release: Reports & Dashboards

By shiftcrm | CRM News, Salesforce, Salesforce Releases | No Comments

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…

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