Salesforce has introduced new security and sharing policies for external/guest users. Starting with Summer 20 release, Salesforce will be actively promoting relatively controlled access for external users in your Salesforce org. Here is everything you need to know about the change.
Customer and user experience have become the 2 biggest drivers in the CRM space lately. Salesforce itself has had Customer and user experience at the epicenter of its offerings. All Salesforce products justify this initiative of Salesforce and Salesforce makes it a point to regularly upgrade and improve the customer and user experience for its users.
Salesforce core platform provides many great features and automation tools to enable users from different teams to work collaboratively and efficiently. Amongst these, user queues and tasks are 2 common features. User queues help your teams to manage a case, leads and other objects in collaboration and a group of users can own a record collectively. Cases and leads can be assigned to both users and queues.
Maintaining clean and accurate data is one of the most worthwhile things you can do to make the most out of Salesforce. Be it account, contact, lead, case or any other data within Salesforce. While Salesforce does have the standard out-of-the-box functionality of duplicate management for Account, Contact and Lead object, it doesn’t support duplicate management for Cases. That was a big drawback for support agents. To compensate, Salesforce now with Spring’20 release has provided the options to merge case duplicates with the ‘Case Merge’ feature.
In the volatile world of SaaS, continuous improvement is the only way systems can sustain. And the World leader in CRM aka Salesforce.com knows this better than any other provider. This is why Salesforce ensures improvements in its offerings and performance at regular intervals. Fancy as it sounds, enabling the practice of continuous Innovation and delivering it to thousands of users at the same time, takes more than just effort. So, how they do it? One word “Updates”.
Using Mozilla Thunderbird To Increase Your Email Productivity Opening multiple tabs to read your messages can hurt your productivity. You need a desktop email client to make the most of your reading time.