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Showing posts from August, 2023

5 Must-Try New Features in Salesforce Flow Winter '24

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New Intelligence View for Leads and Contacts in Salesforce | Winter '24

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Do you ever feel like you're drowning in leads and contacts? Are you struggling to keep track of which leads are active and which ones need your attention? If so, then you're not alone. The Winter '24 release of Salesforce introduces a new feature called Intelligence View for Leads and Contacts. This feature provides a centralized view of all your leads and contacts, along with useful activity metrics. This can help you to quickly identify which leads are most important and need your attention. See Which Contacts Need Attention and Take Action Directly from Contact Home Users can view contact activities, take action, and update records, all in one place in the Contact Intelligence View. Previously, Contact Home provided only simple list views and required users to navigate to individual records to take action. How to get started: To enable Intelligence View for Contacts, follow these steps: Go to Setup > Search intelligence in Quick Find Box Select Contact Intelligence