Salesforce
Spring '07 is here! This new release comes right on the tail of the Winter '07 release and offers even more functionality to the Salesforce application:
- Customizable Forecasting Enhancements. Provide one-click access to key forecast and opportunity information. Users can now override a forecast number or access a list of deals related to a specific forecast period with greater efficiency.
- Customizable Search Results. Inline paging and sorting features simplify the task of working with large sets of search results. Powerful filtering and scoping functions narrow searches and results. Customization options enable users to design search results layouts that are tailored for the way they work.
- Recent Item Hovers. With recent item hovers (in the Sidebar), you no longer need to drill down to view recently modified data. Just move the cursor over the link to a recently edited record for an instant, pop-up view of the key data in the record.
- Time-Based Workflow. Workflow functionality is now based on time-either a time that has passed or a time that is approaching. Time-dependent actions can be based on any date/date time field on a record.
- Email Relay. With Spring '07, you can archive emails, append disclaimers, and do content filtering to meet regulatory compliance requirements. When email relaying is activated, Salesforce-generated emails will be delivered by your company's mail server, not by Salesforce.
- Email Approvals. Spring '07 brings additional approval functionality with the ability to approve or reject requests and even add comments by email, a useful feature for heavy users of mobile email devices.
- Case Hierarchies. Spring '07 streamlines case resolution by linking related cases. Users can create a hierarchy of relationships between cases and can quickly update cases when the root cause is changed. Users can create multiple sub-cases under one parent case to ensure that complex issues are properly tracked and resolved.
Interested in learning more about the features? In New England, please contact Bob Stables at (781) 530-3736, x103 or bstables@harvestsolutions.net. In Florida, please contact Ernie Maldonado at (954) 734-2837 or emaldonado@harvestsolutions.net.