Turn your sales data into a customer 360 view

Sales Cloud is great, but wouldn't it be better if you could:

• Turn your customer data into a combined, ordered timeline
• See how related Account data has been added over time
• See Product & Pricing information without having to hunt for it
• Create AND edit Opportunities, Contacts, Cases and Activity from the same page
• Highlight records that are at a certain status or are missing data

Introducing Relatable.

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See More

• Our timeline will combine some key Sales Cloud records for an Account into a single ordered View
• It will sort all records by created date, letting you see what was created when and in what order
• We will include some of our chosen objects child records too, so users can see a layer deeper without having to navigate to a different page
• We are going to add conditional formatting rules to highlight data integrity issues, categorise source by colour and highlight Won/Lost opportunities
• We can also add some text styling to make certain columns stand out

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Do More

• Create new records, without navigating elsewhere. Creating more than one at a time
• Make multiple updates to any of the rows quickly with inline or record editing
• Apply some cross object filters, this will let us hone in on specific data, all from the same component 
• Export our View into a csv with a click of a button 
• See existing files and attach new ones to our records 

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   TURN THIS….                                                                                                                                                              

    INTO THIS

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