49 results for Lead

(Displaying 1–25)

Leads: Speed Through Lead Conversions with Added Flexibility

Your reps now save time when they convert leads. The new lead conversion process matches leads with contacts and accounts already in Salesforce. At the same time, reps create an opportunity or select one already in the works. This change


Einstein Lead Scoring: Lead Scores in Salesforce Classic, Lead Conversion Flexibility, and Detailed Enablement Status

Use Einstein Lead Scoring in Salesforce Classic, set up lead scoring with more types of lead conversion, and see detailed information about issues that occur during setup. These changes apply to both Lightning


Distribute Leads with Ease

Make it easy for partners to accept leads from their channel account manager. And you can take it easy while setting up lead distribution. The guided setup walks you through configuring visibility, lead queues, lead processes, lead


Use More Types of Lead Conversion with Einstein Lead Scoring

Reap the advantages of lead scoring regardless of whether your business generates opportunities when converting leads. Previously, Einstein could analyze your historical leads only if sales reps had created opportunities during


Other Changes in Sales Cloud Einstein

Experience and Salesforce Classic. What New Name Einstein Lead Scoring: score field on lead records and list views Einstein Score


Keep Track of and Control Einstein Lead Scoring Enablement

We made setup easier by providing helpful information about issues that arise during lead scoring enablement and initial analysis. After enablement, you can now turn off lead scoring if needed. This change applies to both Lightning


Sales Cloud Einstein: A Smarter Sales Process at Every Step

Einstein Lead Scoring comes to Salesforce Classic. Plus, we improved setup for Lead Scoring and give you more control over what your lead scoring model is based on. Einstein Automated Contacts gets automated and includes a new dashboard.


Zero In on the Leads Most Likely to Convert

Following up with the most promising leads first helps your reps win more deals. Einstein Lead Scoring in Lightning for Outlook helps reps determine what’s promising! This change applies to both Lightning Experience and Salesforce Classic.


Zero In on the Leads Most Likely to Convert

Following up with the most promising leads first helps your reps win more deals. Einstein Lead Scoring in Lightning for Gmail helps reps determine what’s promising! This change applies to both Lightning Experience and Salesforce


Take the Easy Path and Use Guided Setup to Configure Features

…record types, layouts, and assignment rules for features that optimize your partner community. From start to finish, guided setup leads you on your journey to greatness. As long as you have a Partner license, you can access


Create and Manage Referrals with Intelligent Need-Based Referrals and Scoring

… Intelligent Need-Based Referrals and Scoring. Users can manage referrals assigned to them, and even convert more referrals faster with Einstein Lead Scoring. Automatic email notifications keep users up to date on new referral assignments.


New Financial Services Cloud Record Types

FinancialAccount: Auto Loan, Checking Account, Credit Card, HELOC, Loan Account, Mortgage, Savings Account Lead: Referral


Use Path on Contracts, Orders, Quotes, and Custom Objects

Path guides your users along the steps in a process, such as working an opportunity from a fresh lead to a successfully closed deal. Now you can use the Path component on contracts, orders, quotes, and custom objects in communities, in


Turn Data into Dollars with Sales Analytics, Now Powered by Einstein

The latest version of Sales Analytics brings your hottest leads right to the surface with Sales Cloud Einstein integration. You can also embed powerful visualizations into the Lightning Experience home page to get immediate access to deep data


Assign a Default Community to a User Profile

Default Community setting comes into play. Default Community controls how those notifications are branded and where notification links lead—straight to the default community. Give your record notifications context. The


Sales: Einstein Lead Scoring, Collaborative Forecasts, and Campaign Influence

Deliver high-impact Lightning Experience features that keep sales teams laser-focused on the leads and deals most likely to generate sales. Help reps stay focused on the sales pipeline directly in Outlook and Gmail. Trailhead:


Use Einstein Lead Scoring in Salesforce Classic

Add the Einstein Score field to your Salesforce Classic lead page layouts so that sales reps see their leads’ scores and factors that support them. This change applies to Salesforce Classic only. Adding the component in the Page


Google Integration: Flexible Record Matching, More Template Options, Two-Way Event Sync, and Required Change to Lightning Sync Setup

Gmail gives reps added flexibility when they’re matching email recipients with relevant Salesforce records. More email template options, Einstein lead scoring, and Salesforce tasks get reps working smarter—not harder. Lightning Sync now


Google Integration: Flexible Record Matching, More Template Options, Two-Way Event Sync, and Required Change to Lightning Sync Setup

Gmail gives reps added flexibility when they’re matching email recipients with relevant Salesforce records. More email template options, Einstein lead scoring, and Salesforce tasks get reps working smarter—not harder. Lightning Sync now


Lightning for Outlook: Time-Saving Features and New Insights

Lightning for Outlook, keeping tabs on to-do lists is easier for your sales team. Get a taste of artificial intelligence with Einstein Lead Scores for leads on your emails. This feature is available to be managed from both


Email: Introducing List Email

…company’s marketing and sales teams can take email marketing farther with list emails. They can curate a list view of targeted contacts, leads, and person accounts. They can also send a separate, personalized email to each recipient


Core Sales Features: Campaign Influence, Collaborative Forecasts, and Enterprise Territory Management

And access more information when projecting sales. Set up Enterprise Territory Management from Lightning Experience. But that’s not all! Leads: Speed Through Lead Conversions with Added Flexibility Your reps now save time when they


Lightning for Gmail: Time-Saving Features and New Insights

…debuting in Lightning for Gmail, keeping tabs on to-do lists is easier for your sales team. Get a taste of artificial intelligence with Einstein Lead Scores for leads on your emails. This feature is available to be managed from both


Keep Track of List Emails in the Activity Timeline

…your sales reps, the activity timeline rules the screen. Now the timeline shows an activity when a list email has been sent to a lead or contact. This change applies to Lightning Experience only. List email activities only appear


Microsoft® Integration: Task Management, Pardot Engagement, and Sync for the Masses

Lightning for Outlook, keeping tabs on to-do lists is easier for your sales team. Get a taste of artificial intelligence with Einstein Lead Scores for leads on your emails. Lightning Sync for Microsoft