With the CPQ “bundle” you can create, manage and quote contracts much faster!
No more millions of open windows, and wandering looking for the information you need! It’s easy with CRM from Salesforce! With CRM from Salesforce it’s easy!
Increasing the productivity of the advisors at your company is increasing the productivity of the entire company.
To sum up Salesforce Summer’21 Release, the latest system update, we wrote 6 articles for you, which in our opinion are the most interesting solutions introduced this summer. As the last article in this series, we would like to present you the summary Trailhead (platform for learning Salesforce), where you will find tasks and descriptions… Continue reading Summary Salesforce Summer’21 Release.
LinkedIn Sales Navigator is available to Salesforce users who have Linkedin license – Sales Navigator Team or Enterprise. This solution allows you to view linkedin contacts directly in Salesforce. With the latest Salesforce Summer’21 Release, LinkedIn Sales Navigator is available directly in the system and there is no need to install an external application from… Continue reading LinkedIn with Native Sales Navigator Integration
With the Summer ‘21 Release Salesforce introduced new functionality that allows you to send emails through Gmail, Office 365 or Microsoft Exchange. After doing that, the email looks like it was sent directly from the user. Earlier, sending e-mails was possible only through Salesforce. Below we can see the difference in email address that is… Continue reading Send emails through Gmail from Salesforce
An interesting convenience introduced by Salesforce with the Summer’21 Release is the ability to perform mass actions from the Split View. Previously, mass editing of records was only possible in the Table view. Split View is a combination of viewing records in the form of a table and a full record editing view. The attached… Continue reading Mass Action from Split View
Brief information about the new helpful solution used in Dashboards. The ability to download the Dashboard view in .PNG format has been added, which allows you to create a ‘screenshot’ without having to use an external screen capture tool. This option is available from the drop-down list of buttons in the upper right corner of… Continue reading Download a Dashboard Image to a File – Salesforce Summer’21 release.
Another summer novelty that the Salesforce update brought us is the ability to edit fields in records directly in the Report. This saves time when you want to improve some value by reviewing the data with the report. Thanks to this improvement, we will not have to open each record separately in a new tab,… Continue reading Report Inline Editing – Salesforce summer’21 release
It’s time to get acquainted with the latest Summer’21 Release from Salesforce quarterly updates. A lot of interesting changes have been added, which we will try to present to you in the coming days by publishing articles with the most interesting changes, in our opinion. At this link… https://releasenotes.docs.salesforce.com/en-us/summer21/release-notes/salesforce_release_notes.htm …there are all the changes regarding… Continue reading Sharing Hierarchy – Salesforce Summer’21 Release.