Search for Contacts Using the Account Name

Now you will be able to find the right person, right away. Simply by entering a contact and account name while you search. This change will apply to Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app. It is available in All Editions except Database.com.

It’s easier finding a contact than it ever was. Enter a first or last name, or both, also the account name. Contacts matching the search terms and relate the specified account are returned.
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admin June 5, 2017 0 Comments

View Account Relationships Using Account Hierarchy

Account hierarchy gives the sales team an overview of the relationships between parent and child accounts. This feature is now available to Lightning Experience users with a plus point: Now you can customize hierarchy columns to show the details that are most useful to your sales teams. This change is available in Lightning Experience only. Account hierarchy is available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.

On account record page, clicking on Actions dropdown menu will show you the View Account Hierarchy action. If you customized the Salesforce1 and Lightning Experience Actions of the account page layout before Spring ’17, add the action to your account page layout.

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admin June 5, 2017 0 Comments