Prepared for Apto Customers
Salesforce is planning to release its Spring 15 update during February 6 - 14th. What does this mean for Apto customers? Apto users benefit from all the platform enhancements that Salesforce rolls out this spring. Here are some of the highlights:
For details and instructions to enable these features, see the Salesforce release notes.
Faster and more relevant Search Results
The global search in Apto is now more powerful. Phone numbers and emails are now recognized in the search box and new records show up in search faster.
Duplicate Alerts and Blocking
Eliminating duplicate entries is now a built-in functionality that Apto customers can use. Apto lets you create matching and duplicate rules that can prevent multiple users entering the same data. You can create the rules for all the objects within Apto. The matching rules on Company and Contact are created by default. Check the Apto Knowledge Base in your Apto Org to get more information on creating duplicate alerts.
Import contacts from your favorite sources
Import Companies and Contacts directly from Gmail, Linkedin, Outlook or any other data sources listed below: