Sales Cloud Essentials: Setup Improvements, Badges for Progress
Set up and get started faster than ever with improved flows for
deleting sample data and adding custom fields. Along the way, celebrate your team’s wins with
in-app Trailhead badging. These changes apply to Lightning Experience
Create Custom Fields Fast
Set up custom fields in a snap with an enhanced setup flow. With custom fields, your records, reports, and dashboards are tailored to your business.Adding custom fields allows reps to see all the information they need to close their next deal. And don’t forget, the added detail also gives you more targeted insights about your business in your reports and dashboards.
Delete Trial Data in a Jiffy
Make sure that your data is just that, yours. Sample data is great for when you’re learning but can throw off your real data after you’re ready to use the app. With a click of a button, remove the trial data that we include to help you learn about the product.
Sync Your Emails and Activities
Work smarter with the new setup flow for Einstein Activity Capture. It helps you sync your email and activities so you don’t need to switch between applications.