Christmas has Arrived to the Salesforce Sales Cloud - in May


Salesforce Professional Edition Admins:

It seems that most Professional Edition customers got their FREE UPGRADES last night which includes:

  • Workflow Automation (including Process Builder!!)
  • Standard Sales Console
  • Custom Profiles & Page Layouts
  • Record Types for Custom Processes
  • Unlimited Apps & Tabs
For most of you, I am guessing that Process Builder will be a HUGE hit with your team, as you can automatically update records, create tasks, send alerts and post to Chatter based on your business needs.

Record Types, Profiles and Page Layouts will allow you to define who sees what type of functionality and data and what type of fields appear on the screen based on the user or the type of record you are looking at.

This is a big deal and using these features for your user groups does take some planning and thought.

To help you out - here is a link to Trailhead where you can find trails to help you learn more about these features and how to use them.

Salesforce Enterprise Edition Admins:

It seems that most Enterprise Edition customers got their FREE UPGRADES last night which includes:
For most of you, I am guessing that the Customizable Sales Console will be a HUGE hit with your end users, as it can dramatically revolutionize the way they work with records and see multiple lists, records and other resources (macros, knowledge, etc.) throughout the work day.

This is a big deal and preparing your Sales Console(s) for your user groups does take some planning and thought.

I've done this before to roll out the Service Cloud Console for a large group of users, and while the end result is pretty slick, there is a sizable amount of prep work needed to ensure a successful rollout.

To help you out - here is a link to the Salesforce Console Implementation Guide.

If you need further assistance to better understand how to use (or roll out) these fantastic features, let me know. 

I'm always happy to help.

Enjoy!
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About the author: David Giller

David Giller a Salesforce Trainer, Consultant, Blogger & Author. Although he started his professional career as an attorney, he entered the world of enterprise-scale IT management at NBCUniversal, and continued at GE Capital, where he was first introduced to Salesforce & became known as "The Salesforce Guru." David is now CEO of Brainiate. You can read more about David's bizarre career path here.

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