--000000000000865e05062048ead2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Everyone- To ensure Salesforce users are well-prepared for the new Time Warp functionality, we've created the following training materials for reference and rescheduled the release date to tomorrow, August 23rd. Please be sure to review the documentation (below & at this link ) and contact sfit@thekey.com if you have any questions or concerns. Thank you! Here is a brief video on the functionality: https://www.youtube.com/watch?v=3DD2k26qaKztk Introduction Salesforce Time Warp is a powerful tool that provides users with a comprehensive, 360-degree view of their customer data. This guide will walk you through the benefits, functionality, and step-by-step instructions on how to use this tool to visualize and interact with your data effectively. Benefits of Salesforce Time Warp 1. Holistic View of Customer Data 1. Gain a complete view of your customer data, including Leads, Accounts, Contacts, Cases, and Assets. 2. Easily identify patterns, trends, and key events in your customer=E2= =80=99s journey by visualizing related records on a timeline. 2. Interactive and Intuitive Interface 1. Navigate your data with an intuitive interface that allows you to scroll, zoom, hover, and click on timeline elements. 2. Quickly access detailed information by interacting directly with the timeline, saving time compared to traditional data viewing methods. 3. Improved Decision-Making 1. With a visual representation of data over time, you can make more informed decisions by understanding the sequence of events and their impact on your business. 2. Time Warp helps in identifying gaps, delays, or opportunities in your customer management processes. Functionality Overview 1. Interactive Timeline Visualization 1. View a timeline of related records for Leads, Accounts, Contacts, Cases, and Assets. 2. The timeline is fully interactive, allowing you to navigate through your data with ease. 2. Scroll and Zoom Features 1. Use the scroll feature to move horizontally across the timeline and view events over different time periods. 2. Zoom in to focus on specific timeframes for detailed analysis or zoom out for a broader overview. 3. Hover and Click Actions 1. Hover over timeline elements to see quick details of each event or record. 2. Click on any element to access more detailed information or to navigate directly to the related Salesforce record. 4. Customizable Views 1. Tailor the timeline view to focus on specific data types or records that are most relevant to your needs. 2. Filter by date range, record type, or other criteria to customize the timeline display. How to Use Salesforce Time Warp - Step 1: Accessing Time Warp - After installing Salesforce Time Warp from the AppExchange, you can access it directly from your Salesforce instance. - Navigate to the relevant Lead, Account, Contact, or Case record page. - Step 2: Viewing the Timeline - On the record