Experience with Accounts, Leads and Contacts Intelligence View
What do you like best about the product?
I have worked with Salescloud for over 2 years and I love the easy navigation and UI in general. Ive found Accounts and Contacts objects to be super useful in my experience and lightning experience makes it all better.
I love list views and more so with the launch of Intelligence views in Spring 24. Its very easy for me now to view all Accounts data in once place for example-
I dont have to revert back to account record page again and again and can just see all the info i need from selecting the name in the list.
Having Leads Contacts data activity is also very useful for customer analytics and removes the need for excel sheet in many business scenarios
I love list views and more so with the launch of Intelligence views in Spring 24. Its very easy for me now to view all Accounts data in once place for example-
I dont have to revert back to account record page again and again and can just see all the info i need from selecting the name in the list.
Having Leads Contacts data activity is also very useful for customer analytics and removes the need for excel sheet in many business scenarios
What do you dislike about the product?
I didnt like Flow Builder much. Its hard to learn and very complex for me. Logic building is not that easy.
What problems is the product solving and how is that benefiting you?
Account , Leads and Contact Intelligence Views are great.
Lightning app builder allows dymanic action on standard objects for mobile now, which is also very useful for user view customzation
Lightning app builder allows dymanic action on standard objects for mobile now, which is also very useful for user view customzation