Lightning Platform

Salesforce Mobile Sites

Lightning Components

Customer Community

Download and install a Salesforce universal connector for their smartphones and computers.

Download and install the Salesforce for Outlook connector on their smartphones and computers.

Forward emails using their Email-to-Salesforce email address from their smartphones and
computers.

Copy and paste emails manually to the customer record in Salesforce from their smartphones and
computers.

Enable validation rules on the opportunity.

Map custom lead fields to corresponding custom opportunity fields.

Create an Apex trigger to perform data quality checks.

Enable validation rules on the lead.

Enable the lead conversion permission.

Campaigns in which a contact became a member within the last 60 days will be associated and
displayed in Campaigns with Influenced Opportunities Report.

All contacts associated with campaigns will be added to the campaign influence related list.

Sales reps can choose which campaigns created within the last 60 days should be added to the
campaign influence related list.

All campaigns created within the last 60 days will be added to the campaign influence related list.

Converted amounts are based on exchange rates that use the oldest entry.

Converted amounts are based on the exchange rates entered in the opportunity.

Converted amounts are based on exchange rates that use the current entry.

Converted amounts are based on the historical exchange rate associated with the close date.

Instruct sales users to enter 0$ for the opportunity amount.

Configure the first stage with the omitted forecast category.

Override the forecast to be 0$ for first stage opportunities.

Assign 0% probability to the first sales stage.

Have the sales representatives manually share the accounts and opportunities with their assigned
sales engineers.

Create criteria-based sharing rules to share the accounts and opportunities with sales engineer.

Enable account teams selling and have each sales representative configure their default teams.

Create a trigger to add the sales engineers to their sales representatives’ account and opportunity
teams.

Reference the last modified date on the quotes.

Reference the synced quote field on the opportunity record.

Reference synced quote history on the opportunity.

Follow the opportunities’ quotes in Chatter.