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Should sales reps manually log sales calls in Salesforce?
Salesforce enables sales reps to log calls manually. However, this process could take up reps’ valuable time, which could otherwise be spent on higher priority tasks like selling.
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.
How do I customize my 8×8 Salesforce integration call logs?
Customizing your 8×8 Salesforce integration v2.8 call logs requires a few primary steps, in the following order: Verify that the following pre-requisites are met, and then continue with the configuration. Log in to Salesforce Lightning mode as an administrator. From the Setup icon click on Setup. Search for and click on Installed Packages.
How much time does it take to log data in Salesforce?
If it takes up roughly about two minutes to log a call, it adds up to 100 minutes each day. Reps that make 100 calls a day might need to spend about 3 hours each day logging data into Salesforce. How exhaustive? What if there was a way around this manual process?
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…
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!
What are Salesforce release notes?
Salesforce periodically provides release updates that improve the performance, logic, security, and usability of our products. The Release Updates page provides a list of updates that can be necessary for your organization to enable.
What is Salesforce Summer 22 release date?
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 is the current release in Salesforce?
current version is 43.0 summer18. * http://www.salesforce.com/customer-resources/releases –> 404 Oops, the page you’re trying to view isn’t here.
What is Salesforce Spring 22 release date?
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.
What is Salesforce release cycle?
Let’s begin with release cycles and dates. Each Salesforce release unfolds in a predictable cycle, starting about 3 months before it goes live in production. Upgrades happen automatically on specific dates that are published up to a year in advance on the Salesforce Trust website.
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.
What is Salesforce Winter 22 release?
The Salesforce Winter 2022 Release is underway. The Release Date for Winter ’22 will depend on your instance of Salesforce, the main release weekends are: September 11th. October 2nd.
What is winter 22 Salesforce?
Announced a few months back, Dynamic Interactions are included in the Winter ’22 release. They allow developers to create Lightning Components that dynamically react to user activity on another component.
Where can I find Salesforce release notes?
Some of our documentation has preview versions available several weeks before the release. To access a preview version on Salesforce Developers, select Preview from the Documentation Version dropdown list. The filters narrow down the list of release notes on the right side of your screen, not the content on the left.
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.
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.
Overview
These instructions will guide Salesforce administrators through implementing customized call logs for the 8×8 Work for Salesforce integration, from Salesforce Lightning mode. The changes will apply to all created Tasks regardless of which Salesforce mode being used.
Verify Pre-Requisites for Customizing Call Logs
Verify that the following pre-requisites are met, and then continue with the configuration.
Add New Custom Activity Fields
The next step is to create custom Activity fields that will apply specific call data to your Salesforce user call records.
Edit the Task Layout
The 8×8 Virtual Office for Salesforce integration stores call records in Salesforce Tasks when a call is dispositioned.
Edit the Call Center Call Log Custom Field Mapping
The final step in this process is to enable and configure custom call logging in the 8×8 call center.
Final step for your Salesforce users to perform
If users were logged in to the 8×8 communication panel during your configuration process, they should log out and then back in.
