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The account list view gives you the ability to see all of your clients in one glance.
Open any account to instantly view key details, including must-see business news highlighted by Einstein AI.
The contacts list displays everyone you know in a given account, along with their information.
Find everything you need to know about a contact in one place. You’ll be able to see what you’ve talked about, what connection you’ve had with them, and how to best reach them.
It’s easy to check out your past activity with a customer. It’s all there for you in one consolidated list.
When you need to create new activities for the future and associate them with clients, don’t worry. It’s easy.
You’ll also be able to access and engage with all of this information in the Salesforce1 Mobile App.Finish