Access Workspace list experience from the Salesforce Chrome extension side panel.
Workspace opens in a new browser tab, where you can personalize your list view to .work with
just the records you’re interested in. Filter, search, query, and update records directly in
each Workspace list.
Required Editions
| Available in: Lightning Experience |
| Available in: Starter, Enterprise, Performance,
Unlimited, and Developer Editions with Sales Cloud
|
- Quickly Update Multiple Records in Sales Cloud Everywhere with Workspace
You can view, sort, query, and edit your latest leads, open opportunities, recently updated contacts, and recently updated accounts in the Workspace list experience. Access Workspace from the Salesforce Chrome extension side panel; it opens in a new browser tab.
- Filter Records in Workspace
You can view, sort, filter, and edit your leads, opportunities, contacts, and accounts in the Workspace list experience. Set up your workspaces with filters so that you can immediately start working with the relevant records.
- Considerations for Using Workspace in Sales Cloud Everywhere
See what considerations to know when working in Workspace, part of the Salesforce Chrome extension.
