Start tracking your progress
Trailhead Home
Trailhead Home

See What’s New with Sales

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe how to customize account teams and opportunity contact roles to suit your business needs.
  • Describe how to customize your Sales Cadences to reflect different call scenarios.
  • Explain how sales leaders can predict outcomes more frequently and with more accuracy.

Account Teams and Opportunity Contact Role Enhancements

You can now customize account teams and opportunity contact roles. Improve collaboration on accounts by adding custom fields, triggers, and business processes that reflect the roles that account team members play in your company.

Learn more about enhancements to account teams and opportunity contact roles.

High Velocity Sales: Sales Cadence Branching

Customize your Sales Cadences to reflect different call scenarios with branching for call disposition categories. Whether you speak with your prospect or leave a voicemail, your Cadence moves on to the best next step.

Learn more about High Velocity Sales: Sales Cadence Branching.

Sales Cloud Einstein: Forecasting Enhancements

Predict outcomes more frequently and accurately. Now you can forecast sales organization performance on a quarterly basis with Einstein Forecasting.

Learn more about Einstein forecasting enhancements.