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📣 New for Salesforce Easy: Spotlight and Homepage, Quicklook Trail, Admin Podcast, and Feedback Survey

 

We have a few exciting announcements for Salesforce Easy! First, we’ve released two new features that are now available for all Easy users: Spotlight and Homepage

 

Spotlight onboards new users to Easy with a personalized, guided experience. Based on their sign-up survey selections, users are directed to key features — Leads, Contacts, Opportunities, and more — that drive the most business value for their role, whether they’re focused on selling, customer service, or both. With these features, customers see faster time to value and boost productivity across their team.

 

Homepage is a new dashboard that provides a snapshot of your daily activities and where users can take quick actions. Users can quickly see high-priority Opportunities, get updates on Leads and Contacts, and take action with individual To-do Lists and Recommended Actions. The Homepage gives users an easily accessible overview of their business’s health to help users save time and be more efficient.

 

In addition to the new features, we’re excited to share the new Salesforce Easy Quicklook Trail. This is a great way to quickly get acquainted with Salesforce Easy and learn about its features and functionality — and earn a brand new Trailhead badge! Check it out here.

 

Also, check out the latest Easy-focused Salesforce Admin Podcast. Mike Gerholdt chats with Eddie Cliff, Senior Director of Product Management for Salesforce Easy, to highlight what Easy means for #AwesomeAdmins and how it can benefit them. Listen on the Admin Podcast site or subscribe & listen on iTunes.

 

Finally, we’d love to hear your feedback on Salesforce Easy! If you’d like to share your thoughts, participate in future paid surveys, or are interested in marketing opportunities with us, please fill out this survey.

 

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6 comments
  1. May 16, 2024, 5:26 PM

    @Dr Barry Thompson - If you're new to reporting and would like a 30 minute walkthrough for tips and tricks, I'd be happy to schedule time with you and show you around.

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