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Uptake the “Around Me” Improvements Now!

edited Aug 5, 2024 3:20PM in Sales

Summary:

What we are announcing

As part of 22B, we have improved the “Around Me” functionality in CX Sales Mobile App by enabling sales reps to use Workspace saved searches to view Accounts, Contacts, Opportunities, and Leads that are near their location.

The older “Record Set” based filtering of sales records in “Around Me” will be deprecated along with the Release 23A Update.

Content:

What you need to do

Follow the instructions in the What’s New Guide (here: to uptake the new experience. If not updated, the “Around Me” functionality will stop working from 23A Update.


After successful Publish of Adaptive Configurations, validate that you can see Workspace Saved Searches in “Around Me”

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