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Strategic Salesforce Customization: A Guide to Elevating CRM Effectiveness

Introduction Salesforce serves as a gateway to a multitude of opportunities, providing a cloud-based CRM platform that can be customized to align with your company’s vision and objectives. The need for customization often arises as organizations seek to enhance the platform’s effectiveness, but the process requires a delicate balance of configuration and development expertise. Renowned […]

Unread by Owner Field on Lead – An Intelligent Way to Track the Lead Owner Activity

GOAL There is a field called “Unready by Owner” on Lead only visible in List View. Let’s understand how it can help our Sales team to track the activities of the Lead Owner. DESCRIPTION A Salesforce user (Sales Executive) will have a list of unread leads that they own and can be viewed under the […]