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Salesforce
Read the customer picture
Find records and their relationships
Search accounts, contacts, leads, opportunities, and other accessible objects for a customer or pipeline brief.
Pull reporting context
Run supported CRM queries and retrieve reports, dashboards, list views, and record counts.
Keep CRM work moving
Maintain records and next steps
Create or update customer and opportunity records, add notes or tasks, and maintain campaign membership.
Handle larger record updates
Use supported batch, composite, and bulk-data actions for an agreed import or CRM maintenance task.
Work with your custom CRM structure
Inspect or maintain custom objects, fields, and validation rules for the way your organisation works.
