Cadence Builder Classic Archives

Salesforce Winter 25 Forecasting and other Enhancements

Capture Forecasts with Forecast Submissions Track sales forecasts accurately: Submit and review forecasts to keep them up-to-date with the latest estimates and quota comparisons. Available in Lightning Experience for Professional, Developer, Enterprise, and Unlimited editions with Sales Cloud. Forecast SubmissionsHow: Enable Forecast Submissions by navigating to the Forecast Settings page in Setup. Sales reps and

Public Sector Approval Process Queue

Share the workload effectively by establishing queues in Public Sector Solutions to enable reviewers to access ready-to-process applications. This involves creating queues with assigned members based on user roles, such as a queue for application reviewers managing initial approval steps. Multiple queues, like those for compliance officers handling onsite inspections, can be created. During the

Cadence Builder Classic

Salesforce Winter 25 Forecasting and other Enhancements

Public Sector Approval Process Queue

Recent Posts

Salesforce Data Migration Tools

Redefining Autonomous AI for the Enterprise

NetSuite Salesforce Collaboration

Account Engagement Selective Sync

Salesforce Agentforce is Here

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Cadence Builder Classic

Salesforce Winter 25 Forecasting and other Enhancements

Public Sector Approval Process Queue

Recent Posts

Salesforce Data Migration Tools

Redefining Autonomous AI for the Enterprise

NetSuite Salesforce Collaboration

Account Engagement Selective Sync

Salesforce Agentforce is Here

Category

Tags

Archives

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