How to create collaboration space in salesforce

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  • Click the Groups tab, click New.
  • Fill in the new group information: Group Name: All Support Description: Collaboration space for all things related to Support Access Type: Private
  • Click Save & Next, Next, then Done.
  • Post a welcome message to the All Support group. …
  • Click Share.

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Answer

What is sales collaboration in Salesforce?

Sales Collaboration. With powerful social tools built right inside Salesforce, sales teams can collaborate like never before. Find experts, share competitive data, and more to help close more business from anywhere. watch demo. Keep up with critical projects, topics, and teams in a social feed that’s easy to access.

How can Salesforce help you grow your business?

Work together on sales opportunities, capture organizational knowledge in a single location, and drive progress from anywhere. Find the right information and people. Salesforce recommends relevant people, files, and information for you to follow based on your activity and interests.

What are the benefits of Salesforce and Microsoft Teams integration?

With Salesforce and Microsoft Teams advanced integration, you can automatically create a pre-built workspace for each Salesforce record. This way, your team members can easily collaborate on your key accounts and opportunities without the need to juggle between platforms.

What is Salesforce CRM and how does it work?

There you create dozens of teams for different purposes. You also customize your teams by integrating multiple apps, uploading files, and adding the right people. At the same time, you salespeople use Salesforce CRM to collect customers’ data, store contacts, and create new deals with all essential information.

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