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How to log a call in Salesforce lightning experience?
Step 1: Log into Salesforce.com Lightning Experience. From the Home page select the Lead or Contact that you want to log a call for Step 2: On your contact card, click on Log A Call under the Activity Component Step 3: Fill in the information Subject (Inbound or Outbound, Answered or Unanswered), Comment, Related to which Account or Opportunity.
Is Salesforce classic going away?
Salesforce have given no indication that it is going away. However, they have confirmed that no new features will be released on Classic – meaning that users that remain will lose out on all the valuable new developments. What is going to happen is that everyone using a “Standard User Profile” will be moved over.
Is Salesforce going from classic to lightning?
Gil Levy is a Salesforce Consultant at Cloud Integrate and Salesforce Saturday enthusiast. Back in May 2019, Salesforce Admins received an email from Salesforce noting the imminent switch from Classic to Lightning.
How do sales reps log a call in Salesforce?
After a meeting, the sales rep can go back to their car, login to Salesforce from the phone, and from the Opportunity, select Log a Call. Then they should use the voice to text feature of the phone and talk their call notes into the Comments section. Then that’s it. They’re done. No more filling out call reports at the end of the day or week.
When was Salesforce Summer 21?
Head over to Salesforce Help & Training to read the Salesforce Summer ’21 release notes. The release dates are scheduled for May 15th, June 4th, and June 11-12th, but be sure to check Trust to find out when your Salesforce org will get access to the new features.
What new features do you know that were recently released and will be released by Salesforce?
Salesforce Winter Release’ 22 FeaturesEinstein Search. … Improved Page Performance. … Flow Updates. … Outbound Messages Feature. … Dynamic Gauge Charts in Dashboards. … Added New Forecast Category. … “Your Account” App. … Customization of Button Labels in the Flow Screen Footer (Beta)More items…
What is Salesforce next release?
Today, Salesforce announced that the Spring ’22 Release preview is live and, for the first time, includes new innovations from Slack. The Spring ’22 Release update will be generally available on February 14 and will include hundreds of new products and features.
How many Salesforce releases are there in a year to bring new features?
The reason is their consistency to provide more and more features to their customers without impacting business, and Salesforce has three major releases per year, and in each release or version, they offer many new features/updates for existing features. You just read three releases per year! Yes, it is true!
Which is the latest Salesforce release?
Today, Salesforce announced that the Summer ’22 Release preview is now live. The release, which will be generally available on June 12, includes new features and enhancements from across the Customer 360 platform.
What are the new features in Salesforce?
Some of the features include….Record-Triggered Flow Start Element Changes.Call a Subflow from a Record-Triggered Flow.Screen Flow: New Roll Back Records Element.Relabel the Navigation Buttons in a Screen Flow.Ability to Reconnect Flow Elements in Auto-Layout.More items…•
Which season is going on in Salesforce?
Generally speaking, The Spring release is around February, the Summer release is around June, and the Winter release is around October.
What are dates for Salesforce releases?
Salesforce Summer ’22 Release DateMay 21st 2022.June 4th 2022.June 11th 2022.
How often are Salesforce releases?
three times a yearAt Salesforce, we’re proud to deliver hundreds of innovative features to you three times a year during our seasonal releases: Spring, Summer, and Winter. With our multitenant, metadata-driven platform, we provide customers with seamless, automatic upgrades each release, delivered in real time, with no downtime.
Does Salesforce update automatically?
All Salesforce Orgs do get automatically updated to the newest release following the schedule, my first developer org which I created in 2012 is on Winter 17 so the current release.
How often does Salesforce update?
three times a yearThe Salesforce platform is constantly evolving, with regular releases three times a year (Winter, Spring, Summer) that include many new features. As an admin, having a release strategy can help you, and your staff, stay on top of changes so you can take full advantage of new functionality.
Log A Call in Salesforce Classic
Step 1: Log into Salesforce.com. From the main page select the Lead or Contact that you want to log a call for
Log A Call in Salesforce Lightning
Step 1: Log into Salesforce.com Lightning Experience. From the Home page select the Lead or Contact that you want to log a call for
Log A Call in Salesforce1 Mobile App
Using the Salesforce1 app, you can manually log calls in Salesforce from your mobile devices as well. This is a nice feature, but it still requires reps to want to log a call in Salesforce and then take the time to do so.
What does “log a call” mean in Salesforce?
Log a Call can simply mean any interaction we’ve had. It could be an email, a completed task that we didn’t actually have logged into Salesforce previously, likewise a Salesforce Event that we didn’t have logged, a chance encounter at a Starbucks…the possibilities are endless.
Why don’t salespeople log activities?
And yet another key reason that salespeople won’t log activities is that they fear being micromanaged from above. Interestingly this same fear is often shared at the leadership level, as they don’t want to be perceived as micromanagers. But none of these reasons, frankly, hold much water.
What does “log a call” mean?
Perhaps our favorite activity of all. Log a Call is so versatile that it can be used to capture any significant interaction between our users and our prospects or customers. Log a Call is super easy to use, provided the user understands a few basic concepts. And the very first concept is this – Log a Call, even though it is implied, does not have to mean a “phone call”. Log a Call can simply mean any interaction we’ve had. It could be an email, a completed task that we didn’t actually have logged into Salesforce previously, likewise a Salesforce Event that we didn’t have logged, a chance encounter at a Starbucks…the possibilities are endless.
Can you send emails from Salesforce?
Plain and simple, the user can choose to send emails right out of Salesforce. There are all sorts of standard template options as well and users can create all sorts of branding to go along with their emails, and of course, when they send an email within Salesforce it gets recorded as a Past Activity.
Is Salesforce email capturing important?
First of all, capturing emails in Salesforce is really, in our opinion, not nearly as important as the other activities, as its unlikely that emails are one of your leading indicators. And secondly, there are various options, both free and fee based, for integrating either Outlook or Gmail with your Salesforce.
What does it mean when a Salesforce profile is unticked?
If the profiles you use are unticked it means they are Standard profiles and will be affected by Salesforce’s enforced move to Lightning Experience. …if none of the profiles that you actually use are Standard (i.e. they’re all ticked/custom) then you don’t need to take any action.
Is Salesforce going away?
Salesforce have given no indication that it is going away. However, they have confirmed that no new features will be released on Classic – meaning that users that remain will lose out on all the valuable new developments. What is going to happen is that everyone using a “Standard User Profile” will be moved over.
