See What’s New with Sales

Learning Objectives

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

  • Describe how to access your forecasting from anywhere.
  • Explain how to leverage sales cadences on any top sales object, at any stage of the sales cycle or deal.
  • Describe how to leverage even more field safety capabilities within the Salesforce Maps Field Safety Kit.

Forecast Adjustments on the Salesforce Mobile App

Access your forecasting from anywhere. Users now have the ability to view and make adjustments to forecasting using the Salesforce mobile app.

The Forecasts touchscreen in the Salesforce mobile app, with the new Adjust button highlighted

Learn more about Forecast Adjustments on the Salesforce mobile app.

High Velocity Sales for Opportunities

You can now leverage sales cadences on any top sales object, at any stage of the sales cycle or deal. Track and engage directly and automatically on Lead, Contact, Opportunity, Account, or Person Account records using the best practice steps from Sales Cadences.

Learn more about High Velocity Sales for Opportunities.

Salesforce Maps Field Safety Kit

In addition to the COVID trend data layer, which is already available to customers, more features of the Field Safety Kit are available. Now you can prepare for site visits with in-field safety questionnaire templates triggered for review by account executive check-in/check-out.

An example of a in-field safety questionnaire called Pre-Meeting Checklist

Learn more about the Salesforce Maps Field Safety Kit.

Resources

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