Salesforce introduces this feature with winter’14 release. A Salesforce console is designed to increase productivity for users in fast- paced environment. The console’s dashboard-like interface improves the Agent Console by eliminating time-consuming clicking and scrolling, hence you can quickly find, update, and create records. Sales console helps “Inside Sale” reps
Category: Sales cloud
Splitting Credit across Your Sales Team
Opportunity splitting help you to share sales credit across an opportunity team. If your sales process includes multiple team members that should receive some portion of credit for a closed-won sale/deal, then you can use this feature. Business Use Case In Universal container normally single opportunity, get split and credit
Orders Management in Salesforce – Part 2
In last article Orders Management in Salesforce – Part 1 I have gone through the way to Enable, Create and Activate Order. In this article I will be going through Deactivate, Delete and Reduction Order, Reports concepts. Deactivate Orders To activate or deactivate orders it’s required “Activate Orders”user permission in the
Orders Management in Salesforce – Part 1
An order is a contract between a company and a customer to provide services or deliver products with a known quantity, price and date. You can use orders to automate your organization’s post-deal process. After Spring’14, Orders are now generally available. You can use Orders to customize your order management
Add Mass Members into Queues through Data Loader
In Salesforce Queue and Public Group represent group of users. We can add any number of users to Queue or public group. There is no limitation on the number of members per Public Group. Now start with a business requirement. Business Use case Martin Jones is a System Administrator at Gurukul on
Mass Update Records Through Enhanced List View
Objectives: After reading this blog post, the reader will be able to: Create a list view in Lightning Experience Mass update records using list view Create a List View In Salesforce you can create a list view to filter out records based on any field that you have access to. For example,
Create Feed-based Page Layouts
After the Spring’14 release Feed-Based Page Layouts is now generally available. This is similar to the case feed layout, which has been available for a while and is now added to some standard objects and custom objects. This feature is available for Account, Contact, Lead, Opportunity, and custom object records by
Importance of Opportunity Contact Role in Salesforce
Opportunity Contact Role represents the role of Contact/Person account on an Opportunity. There is many-to-many relationship between Opportunity and Contact, through a junction object called OpportunityContactRole. In an opportunity, you may add many opportunity contact roles. There is no restriction on Account from which the Contact can come, you can add