« Michael Haigh: Top Retail Loan Officer with CitiMortgage | Main | The Fundamentals of Mortgage CRM: Part 2 »

Salesforce Spring '08: New Features

Over the last few days Salesforce has updated all accounts to the new Spring '08 release. There are a number of new features that have been added to the application. Some are relevant to MyLoanBiz for Salesforce.com users and some that are not. I just wanted to take a moment to highlight those that are:

Sfdc_spring_2008

Dashboard Scheduling
You can now schedule When Dashboards are automatically refreshed and emailed. To turn this feature on go to the Dashboard tab and click the down arrow that is next to the Refresh button and select Schedule Refresh. Learn More

List View Builder
The interface for creating and modifying List Views has been improved. You can now easily change the order of columns. You do not need to do anything to activate this feature. Learn More

Drag-and-drop Calendaring & Other Calendar Enhancements
Users can quickly reschedule events by dragging them to a new time or day within the single-user day/week view. Users can also toggle between day, week, and event detail views as well as scroll horizontally to view additional dates. users can also send an email when assigning tasks. A new “Send Email Notification” checkbox allows users to quickly specify that a task assignee should receive an email for a new task assignment. To activate this feature go to Setup>App Setup>User Interface> Select Enable Drag-and-Drop Editing on Calendar Views. Learn More

Spell Check for Activities and Notes
Users can enjoy the benefits of spell-check functionality to make sure their comments are now spelled correctly. To activate this feature go to Setup>App Setup>Customize>Activities>Activity Settings>Select Enable Spell Checker on Tasks and Events. Learn More

TrackBack

TrackBack URL for this entry:
http://www.typepad.com/services/trackback/6a00d83452448069e200e5505782938833

Listed below are links to weblogs that reference Salesforce Spring '08: New Features:

Comments

Verify your Comment

Previewing your Comment

This is only a preview. Your comment has not yet been posted.

Working...
Your comment could not be posted. Error type:
Your comment has been posted. Post another comment

The letters and numbers you entered did not match the image. Please try again.

As a final step before posting your comment, enter the letters and numbers you see in the image below. This prevents automated programs from posting comments.

Having trouble reading this image? View an alternate.

Working...

Post a comment