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Showing posts from January, 2020

Salesforce Spring'20 Release - Sales Cloud Top Features

Spring'20 release is round the corner. Below is my top pick from the Sales Cloud perspective: - Path: Streamline Order Fulfillment Improve your customers’ shopping experience by creating a path on the Fulfillment Order object. An order fulfillment path gives call center agents visibility into order status, and warehouse workers can easily update item status. Gotcha - The Fulfillment Order object is available to customers with a Salesforce Order Management license. Clone Opportunities or Campaigns Along with Their Related Records The Clone with Related action makes it simple to create recurring opportunities and campaigns. Your account reps no longer have to find and add related items one by one when they re-create those records. In the Object Manager, find the Opportunity or Campaign object and select Page Layout. Add the Clone with Related action to the layout, and save. In the dialog, the order of the options can’t be changed. Opportunities - A rep can renew a s