Platform Updates – SalesCloud.2025.8
Object Type–Based Filtering in Forms Form configurations involving Object Types are now smoother and more user-friendly. The Form Designer has been enhanced to ensure that only Activity and…
Object Type–Based Filtering in Forms Form configurations involving Object Types are now smoother and more user-friendly. The Form Designer has been enhanced to ensure that only Activity and…
Introducing powerful enhancements to ticket management, search, chat, and feedback collection. From tags and email translation to improved search filters and flexible survey options, these updates are designed…
Introduced V2 API to Fetch Opportunity by Lead Unique Fields What’s the benefit? This enhancement simplifies API calls, improves performance, and makes it easier to retrieve opportunities using…
We’ve rolled out a series of updates to enhance visibility, control, and collaboration across your support workflows. From improved chat insights to smarter process tracking, here’s everything new.…
Lead/Opportunity Check-In with Location Tracking With Lead/Opportunity-level Check-In Location Tracking, managers can now – Gain full visibility into their field team’s movement during customer visits. Monitor not just…
Lead/Opportunity Check-In with Location Tracking With Lead/Opportunity-level Check-In Location Tracking, managers can now – Gain full visibility into their field team’s movement during customer visits. Monitor not just…
Journey Templates Management You no longer need to log in to the web app to create Journeys Templates! Save time and effort by creating these templates directly from…
Journeys Templates Management on Mobile You no longer need to log in to the web app to create Journeys Templates! Save time and effort by creating these templates…
Multiple Billing User Support for all Accounts Administrators can now assign multiple users as billing users, granting them access to the Manage Subscription page. This enhancement allows more…
We’re rolling out powerful updates to elevate service performance and control. From agent-level CSAT insights, multi-level SLA reminders and smarter workflows, to enhanced field permissions and improved chat…
We’ve introduced four new Lead Action Templates in Universal Data Sync (UDS) to simplify lead management operations. These templates eliminate the need for manual API setup and allow…
Configurable Opportunity Sorting Fields Currently, all opportunity fields are available for sorting on both web and mobile platforms. However, users prefer to have only selected fields available in…
1. My Teams 1.1 Map View for User Location Tracking The Map View in My Teams lets you monitor your field team’s real-time or last known locations on…
1. My Teams 1.1 Map View for User Location Tracking The Map View in My Teams lets you monitor your field team’s real-time or last known locations on…
Chat Conversation Logs View detailed logs of all Service CRM chat conversations on your account, including chat handover time, agent details, assignment status, and more. To know more,…
Opportunity Term Renaming in Forms Opportunity-related terms in forms have been updated to match the revised nomenclature used across the platform, ensuring consistency in how opportunities are referenced.…
My Team – Your Entire Field Team at a Glance Introducing My Team – a feature for Sales Group Managers and Reporting Managers to get real-time visibility and…
My Team – Your Entire Field Team at a Glance Introducing My Team – a feature for Sales Group Managers and Reporting Managers to get real-time visibility and…
We’re rolling out major improvements to streamline ticket management. With enhanced dedupe rules, automated notifications, upgrades to reports and user experience, and more, these updates are designed to…
Gen AI for Email Campaigns You can now generate subject lines and email content for both one-to-one emails and emails to lists using LeadSquared’s GenAI Feature. This enhancement…
Revamped Domain Mapping To simplify domain configuration before publishing a portal, we have enhanced the setup process. Users can now host portals in either a custom domain or…
Agent WhatsApp Number Field A new system user field, “Agent WhatsApp Number”, has been introduced, similar to the Agent Phone Number field. One or more WhatsApp numbers can…
Auto-Approval Feature for Pending Plans in Journeys The new Auto-Approval feature in Journeys streamlines your workflow and eliminates unnecessary delays in plan execution. If the admin enables this…
Auto-Approval Feature for Pending Plans in Journeys The new Auto-Approval feature in Journeys streamlines your workflow and eliminates unnecessary delays in plan execution. If the admin enables this…