Salesforce Inbox features increase sales reps’ productivity on every email message, whether they’re on the go or at their desk. Inbox integrates your email and calendar in Salesforce so sales reps can manage their work more efficiently. An Inbox license unlocks Inbox features in the Outlook integration, Gmail integration, and Lightning Experience, and also provides
The Service Console serves as a standard Salesforce Lightning console app designed to cater to various service requirements, allowing customization for a personalized touch. What defines the service console? The Salesforce Service Console stands as the central interface within the Salesforce Service Cloud, a dedicated application for customer service, support, and customer experience. This unified
The highly anticipated #1 requested feature has arrived from Salesforce after 13 years, during which it garnered 10,771 votes and merging 30 ideas in the Salesforce Idea Exchange. Salesforce Dynamic Forms are now accessible in your organization. Introducing Salesforce Dynamic Forms: Dynamic Forms revolutionize user-centric page layouts by presenting relevant information at the right time.
Service Cloud, developed by Salesforce, functions as a powerful customer relationship management (CRM) tool explicitly tailored to bolster a business’s customer service operations. This platform streamlines communication between customers and companies, utilizing channels such as email support, live chat, and phone interactions to aid customer agents in promptly identifying and resolving customer issues. Service Cloud,
Why Switch from Salesforce Classic to Lightning? Salesforce is actively advancing the Lightning interface, and the reasons are compelling. The Lightning platform offers numerous advantages, including an improved user interface, quicker development times, and extensive customization options. With user-friendly features like drag-and-drop functionality, Lightning enhances the overall user experience (UX). Many companies are opting to
The introduction of the Pardot Lightning App marks a significant milestone in Pardot’s integration with the Salesforce platform. Salesforce’s long-standing goal has been to unite marketing and sales teams, which historically operated in silos. Pardot Lightning seamlessly integrates Pardot into the Salesforce Lightning Experience (LEX), affecting not only the user experience (UX) but also Pardot’s
Lightning provides users with a more intuitive interface compared to Salesforce Classic, while offering more advanced features like custom branding and activity timelines.
Ever considered having a static section in Salesforce for essential items like training links, flows, external links, visualforce pages, phone dialer, and more? Look no further – enter the Salesforce Lightning ‘Utility Bar.’ This insight provides a quick introduction to the utility bar, detailing how to set up and make the most of this handy
What do Salesforce Lightning page layouts entail? As previously discussed, Salesforce page layouts play a crucial role in determining the fields visible to users on a record. They enable the addition of fields, sections, links, custom buttons, and various other features. Record types provide the flexibility to offer diverse business processes, picklist values, and page
Considerations when merging duplicate leads in Sales Cloud: Campaigns When merging duplicate leads in Sales Cloud associated with different campaigns, Salesforce preserves the campaign Member Status Updated date for each campaign to which the merged lead belongs. Related Items, Chatter Feeds, and Attachments In the case of merging duplicate Sales Cloud, leads, records linked to
