49 results for Leads

(Displaying 1–25)

See Fewer False Positives for Leads Matched to Accounts

When you use the Matched Leads component, you no longer get matches based on personal email addresses. The standard matching rule for leads on accounts now ignores email addresses ending in widely used domains such as gmail.com and yahoo.com.


Leads: Converting with Contacts to Multiple Accounts and Secure Control of Lead Merge

Multiple Accounts feature. Let sales reps add opportunities faster during lead conversion. And have more control over who can merge and delete leads. Convert Leads with Contacts to Multiple Accounts and Other Conversion Enhancements


Match Leads to Accounts Without a Website Value

If you use the Matched Leads component and your accounts have low coverage on the Website field, you now get better match rates. When an account has no value for Website, the standard matching rule for leads on accounts scans the account’s top


Filter Lead and Contact List Views by Campaign

Marketing users can find all leads or contacts associated with a campaign without leaving the Leads or Contacts tab.. Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and


Control Who Can Merge Leads More Securely

A new Lead setting and changes to organization-wide defaults improve your control over who can merge and delete leads. The Public Read/Write/Transfer organization-wide default now only allows users to merge and delete leads if


Search: Object-Level Searching for Better-Focused Results, Standard Synonym Groups, and More Filters

…focus global search to any searchable object, use standard synonyms without having to create them, filter search results for opportunities, leads, contacts, and other objects, plus other enhancements. Search the Object You Want


Streamline Your List Views with Detailed Filters

Experience for Essential, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions. Why: Want to see all the open leads in your sales queue from your latest email campaign? How about your opportunities in Asia


Perform Mass Quick Actions on More Objects

…create up to 100 records in a list view, except for recently viewed lists, with a mass quick action. You can use a mass quick action with cases, leads, accounts, campaigns, contacts, opportunities, work orders, and custom objects in


Filter Search Results for More Objects

So many opportunities (or leads or contacts) with similar names, and so little time to find the one that you’re looking for. Now, in addition to accounts and files, you can now filter search results for opportunities, leads, contacts, cases,


Organizer and Attendee Details No Longer Exported with Events

…detail pages, the organizer, attendee, and attendee status are no longer exported to the .ics file. And it’s better this way! Now contacts and leads invited to exported meetings get fewer functionality surprises from their calendar


Pardot: Permanent Deletion of Prospects, Responsive Layouts, Preview As, Repeating Engagement Programs, and More Goodies

… files in Engage emails, use new prebuilt layouts to create responsive landing pages, and get better match rates when you use the Matched Leads component. Plus, preview emails as specific prospects and let prospects flow through


Determine Which Data Privacy Record to Retain when Merging Records

We've simplified the process to merge leads and contacts that have corresponding data privacy records. If you’d prefer to always retain the most recently modified data privacy record, you can specify that preference in Setup. Just enter


Use Activity Timeline in Communities

…and view them from a record information tab in your community. The activity timeline is supported for accounts, campaigns, contacts, contracts, leads, opportunities, orders, quotes, and activity-enabled custom objects. Where: This


Duplicate Management: Run Duplicate Jobs on Custom Objects

Duplicate jobs aren’t just for accounts, contacts, and leads anymore. You can now run jobs on the custom objects you’ve created to support your business processes. Field-by-field comparison and merging of records aren’t supported. Where:


Enhance Productivity with Salesforce Inbox

…using plug-ins for Gmail and Outlook, plus Android and iOS mobile applications. Users can view and manage client details; create referrals, leads, and opportunities; assign tasks; and send invites to events straight from their email


Add the Quip Lightning Component

Add the Quip Lightning Component to your pages so Quip files are easy to access. Add to accounts, opportunities, leads, most other standard objects, or your custom objects. Click Setup, and then click Edit Page.


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


Campaigns: Sharing Members, Account-Based Marketing, and Other Enhancements

…if Roll up activities to a contact’s primary account is enabled. Filter Lead and Contact List Views by Campaign Marketing users can find all leads or contacts associated with a campaign without leaving the Leads or Contacts tab.. View


Access Quip Files

…the Quip Lightning component to pages to give people easy access to their Quip files. Users can collaborate on accounts, opportunities, leads, and most other standard or custom objects. With Quip files handy, users don’t need to switch


Give More Details with Campaign Marketplace (Generally Available)

…what they’re most interested in running. They can also add data fields to provide more information, such as which campaigns are generating new leads and which are launching a new product. Where: This feature is available in Lightning


Eliminate Duplicate Records

… Where: This change applies to Sales Cloud Lightning Essentials. Why: Duplicate Management automatically merges duplicate contacts, accounts, and leads into a single record. How: Duplicate Management is available to all sales reps on


List Email Limitations

…limitations apply to list emails. List emails can contain up to 32,000 characters. You can manually select up to 200 contacts or leads from a contact or lead list view. You can send up to the daily list email limit by


Other Changes in the Sales Cloud

attendee, and attendee status are no longer exported to the .ics file. And it’s better this way! Now contacts and leads invited to exported meetings get fewer functionality surprises from their calendar applications.


Core Sales Features: Improved Campaign Management, More Forecast Types, and Enhancements for Lead Conversion and Product Schedules

…quantity forecasts on schedule and product dates. You can also show product family totals in the opportunity list on the forecasts page. Leads: Converting with Contacts to Multiple Accounts and Secure Control of Lead Merge Experience


Live Agent Transcripts

…the chat transcript is created when the chat’s requested by a visitor. You can associate a transcript with cases, accounts, contacts, and leads, or you can link it to other objects. NoteIf you have the correct permissions, you