Quick Salesforce Pipeline Management Review 9 4 23

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  • Опубліковано 3 вер 2023
  • I wanted to share a quick feature that I know has been around for a little bit but is standard in certain brand new ☁ #salesforceorgs.
    #pipelinemanagement is an enhancement to a normal list view that allows you to drill down on #data to get a quick, current picture of a #salespipeline. In the past, we've had to create a ton of reports and embed them into custom #lightningpages so that each team could manage their workflow, or we would configure the #salesforecast 💹 tool that no one seems to like or believe in. I can see this as a huge timesaver to the #salesforceadministrator and #salesforcedeveloper on your team!
    Can you think of some other ways that this can be used? Have you used it and have an opinion about it? Drop your ideas and comments down below please! 👇
    #salesforceadmin #salesforceadministrator #salesforcecertified #crm #salesforce #sales

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