45 results for Leads

(Displaying 1–25)

Connect the Dots Between Leads and Accounts

Pardot, help your teams practice account-based marketing by using your Salesforce data in a new way. In Lightning App Builder, add the Matched Leads component to your business account pages to show leads matched to an account, with the


Generate Leads from LinkedIn

Automatically add leads to Salesforce from LinkedIn Lead Gen advertisements. When prospective customers fill out a form on your LinkedIn ad, we convert the data directly to new Salesforce leads. This feature is new in both Lightning


Add Campaign Members Faster

Your marketing team can now quickly select, search for, and add leads, contacts, and person accounts to campaigns without leaving the campaign detail page. Previously, when users added leads, contacts, or person accounts, they were sent


Leads: LinkedIn Integration and Conversion Configurability

Integrate with LinkedIn and customize the lead conversion window. Generate Leads from LinkedIn Automatically add leads to Salesforce from LinkedIn Lead Gen advertisements. When prospective customers fill out a form on your


Pardot: Campaign Alignment (Beta), Campaign Engagement (Beta), Lead–Account Matching, Support for Japanese

Pardot and Salesforce campaign records, see how campaign members are engaging with campaigns, match leads to accounts, and use Pardot in Japanese. These changes apply to Lightning


Accounts: Path, Lead–Account Matching, Better Email Support for Person Accounts, and More

Manage the life cycle of your accounts with Path. Boost your account-based marketing efforts with the Matched Leads component. Send emails to person accounts with ease, and sync person accounts and Microsoft contacts. These


Other Changes in Einstein Lead Scoring

… These changes apply to Lightning Experience only. Einstein Lead Scoring Reports Now Omit Leads Without a Score For orgs that have not yet enabled Einstein Lead Scoring, the


Campaigns: Faster Flow for Adding Members, Track Campaigns with Path, Customizable Campaign Influence Reporting, Pardot Campaign Alignment, and Engagement History

…and see prospect engagement. Add Campaign Members Faster Your marketing team can now quickly select, search for, and add leads, contacts, and person accounts to campaigns without leaving the campaign detail page.


Data Quality: Global Duplicate Management, Company Search and Import

Duplicate jobs give you control over duplicate accounts, contacts, and leads. And sales teams using Discover Companies can fill their pipeline with new prospects. These features are new in Lightning Experience. Stay on Top of


Get More Context in Chatter Notifications

Experience and Salesforce Classic. See Also Turn Emails from Unknown Addresses into Contacts, Leads, or Person Accounts


Get More Context in Chatter Notification Emails

Experience and Salesforce Classic. See Also Turn Emails from Unknown Addresses into Contacts, Leads, or Person Accounts


Standard Matching Rule for Leads on Accounts

The standard matching rule for leads on accounts is activated with the purchase of a Pardot Professional or Ultimate license. The rule populates the content of the Matched Leads component. By reducing redundant data, the rule and the component


Core Sales Features: More Features, More Sales

Blaze your path to success even faster with new and improved features in core sales areas. Source new leads from LinkedIn. Find out how customers are engaging with your campaigns. Use Path to manage the life cycle of your accounts. Share


Streamline Lead Conversion Without Opportunities

Speed up the conversion process for sales teams that don’t create opportunities when they convert leads. Choose new default lead conversion settings for opportunities, or hide the opportunity section of the conversion window altogether.


Give More Reps Access to Attendees

More reps can see which contacts, leads, and other Salesforce users are invited to their meetings, and others can extend invitations. The attendees field is now available for reps on Microsoft® Exchange 2016 and 2013, and for reps syncing


Create Reports on Duplicate Records

…reports based on the custom record type you’ve created. Example Let’s say that you’re using the standard duplicate rule for leads. You want to report on the duplicate leads that your rule detected. Create a custom


Lightning for Gmail: Flexible Record Creation, Unknown Email Recognition, and Einstein Intelligence

…records and capture more information with ease from emails without a record match and leverage more artificial intelligence for leads in your emails with Einstein Opportunity Scoring and Opportunity Insights. This change applies


Cases: Mass Quick Actions, Cases for Path, and Email Enhancements

We are really opening up the capability of Quick Actions where you can run actions on multiple records of Case, Leads, or Custom Objects. Mass quick actions for creating and updating records allows agents to be more efficient. Use Path for


Calendar and Events: Attendee Auto-Relate, Attendee Access for More Reps, and Improvements to Shared Events

… Salesforce Classic, and all versions of the Salesforce app. Automatically Relate Important Meetings to Contacts and Leads Now it’s no sweat to track important sales meetings so that reps, coworkers, and managers


Mass Quick Actions in Lightning Experience

Agents can now perform mass quick actions on up to 200 items in a list view for Cases, Leads, and custom objects. Not only is this a huge time saver for your agents, but managers will love this because keeping clean data just got much easier.


Create and Personalize Partner Campaigns with Distributed Marketing

… you can offer a preconfigured campaign, connected to a journey, to the brokers who are marketing the new program. Brokers can add leads or contacts as members and let Marketing Cloud send marketing messages on their behalf.


Lightning for Outlook: Flexible Record Creation, Unknown Email Recognition, and Einstein Intelligence

…records and capture more information with ease from emails without a record match and leverage more artificial intelligence for leads in your emails with Einstein Opportunity Scoring and Opportunity Insights. This


SOAP API

…fields and values are deleted. match() Evaluates sObjects provided as an input for matches among Leads, using the matching rule specified in the input MatchOptions.


Sales: New and Improved Einstein Features, LinkedIn Integration for Leads, and Enhanced Productivity Tools

Features: More Features, More Sales Blaze your path to success even faster with new and improved features in core sales areas. Source new leads from LinkedIn. Find out how customers are engaging with your campaigns. Use Path to


Release Note Changes

… Connect the Dots Between Leads and Accounts Added back the previously published