Friday, September 5, 2014

SalesForce Winter 15 Sales Cloud Enhanacements

SalesForce has a number of exciting enhancements coming to the Sales Cloud.  They include the following exciting enhancements:

  • Duplicate Checking - Finally, SalesForce has released Duplicate Checking natively in the system.  No third party applications are needed.  Of course, it still is in Beta and doesn't support Custom Objects, etc. yet.  But, it is still forward moving progress!
  • Convert Leads on SalesForce1 - Sales Reps on the go can now review leads (which they already could do), but also convert them, all on their mobile!
  • Territory and Forecasting Enhancements - In a constant effort to enhance the Territory and Forecasting functionality in SalesForce, many important enhancements coming.  They include a more logic configuration of Territory Management and allowing Forecasting Revenue Splits!
There is many enhancements coming to the Service Cloud too.  We will be posting about them soon!

Wednesday, September 3, 2014

SalesForce1 Winter Enhancements

The upcoming SalesForce Winter 15 has many exciting enhancements coming to SalesForce1.  They include:

  • SalesForce1 Configuration Wizard (for Administrators) - when you first click on SalesForce1 in the Setup menu (in a regular browser on desktop/laptop) you will be provided a visual workflow of the settings to configure.  Presently you have to navigate across a number of different menus!
  • SalesForce1 List Customization - users can now create or customize existing views (for Leads, Contacts, etc.) on mobile.  This will help decrease the number of views since users won't need to have special views just for mobile.  Users can also now sort the records
  • SalesForce1 Quick Action Toolbar - To make SalesForce1 easier for users there is now a quick action toolbar (see bottom of screenshots below).  This will make it easier for users to perform key actions they need.

Keep watching this blog for more information about the Winter 15 Release

Monday, September 1, 2014

Winter 15 Release Notes Now Available

As an SalesForce Administrator will know, it seems there is always another release around the corner after the last one.

The Winter 15 Release Notes and Promotional Materials are now available!

Some of the big exciting new features coming include:

  • SalesForce1 Mobile Action Bar
  • Ability to Convert Leads on SalesForce1
  • Preventing Duplicates on SalesForce1 and Sales/Service Clouds when entering records
  • Viewing System Status in the SalesForceA app
  • Much More!
We will be posting individual details about the above in the weeks to come to help you prepare for Winter 15!