An administrator is configuring sales productivity tools and workspace components within the Lightning Sales Console. Match each Salesforce feature to the business requirement it fulfills.
- MacrosAutomate multi-step, repetitive tasks such as updating fields and sending templates with a single click.
- Einstein Activity CaptureAutomatically sync emails and calendar events from external accounts to the record activity timeline.
- Split ViewDisplay a collapsable list view on the side of the screen for rapid record switching inside the console.
- Utility BarProvide persistent, fixed footer access to productivity tools like Notes, History, and CTI softphone across pages.
Cevap
Macros match multi-step automation; Einstein Activity Capture matches automatic email and calendar sync; Split View matches side-by-side list view record navigation; Utility Bar matches persistent footer productivity components.
Macros automate user actions in single clicks; Einstein Activity Capture handles external email/calendar activity streaming; Split View maintains list view visibility alongside open console tabs; and the Utility Bar provides persistent footer access to background components like softphones and notes.
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Anahtar Kavram
Matching Sales Console and Productivity Tools to Specific Business Requirements