Improve or simplify most common sales workflows

Enabled for Public preview Early access General availability
End users, automatically - This feature is released. Aug 2, 2019 This feature is released. Oct 6, 2019

Business value

Simplified workflows will introduce ease of access to commonly used components. Enhancements to sales stakeholder and sales team management processes will help improve their productivity while offering flexibility in product management and UI-based product reparenting.

Feature details

  • Make the Documents tab visible in the main form for Contact, Opportunity, Lead, and Account entities.
  • Enhance the Opportunity form user experience.
  • Support reparenting of products and the addition of properties at the product level (supported on both the legacy web client and the Unified Interface).
    • While defining a product catalog, admins can update the parent of a product, bundle, or family in cases where products need to be realigned. Additionally, they can add properties directly at the product or bundle level.

Note

This feature is available in the Unified Interface only.

See also

Improve or simplify most common sales workflows (blog)