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            Considerations for Using Workspace in Sales Cloud Everywhere

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            Considerations for Using Workspace in Sales Cloud Everywhere

            See what considerations to know when working in Workspace, part of the Salesforce Chrome extension.

            Required Editions

            Available in: Lightning Experience
            Available in: Starter, Enterprise, Performance, Unlimited, and Developer Editions with Sales Cloud

            These entities are supported:

            • Account
            • Contact
            • Lead
            • Opportunity
            • Case
            • Contract
            • Quote

            All custom entities are supported.

            Supported field types include:

            • String
            • Phone
            • Email
            • Url
            • Boolean
            • Currency
            • Int
            • Double
            • Percent
            • Date
            • DateTime
            • Reference
            • Picklist
            • MultiPicklist
            • TextArea

            Up to 2,000 records can be displayed. The default sort column and sort order, and the choice to show records that you own or also records you have access to, affects which records are retrieved from the database.

            Filtering, sorting, and querying in Workspace is done on the returned records only.

            When you delete the last Workspace, the default Workspaces reappear.

            Changes are saved when you navigate away from the field.

            There’s no horizontal scrolling.

            There’s no text wrapping.

            A user can have up to 10 individual workspaces, including the four default workspaces. The default workspaces can be edited and deleted.

            Person account data isn’t available.

            In a workspace, the polymorphic field OwnerId supports user identity records only.

             
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