Looks like you have been enjoying the Winter ’18. What if we tell you it’s springtime already? Yes! We are in Feb and Spring ‘18 is here already.
*Get off your reading desk now for a happy dance, come back and start reading.*
Ah! How nice it feels to welcome the warm Spring after the long, icy winter! So fellas, now is the time to get over that cold snow and brace the blooming new updates you are going to experience with this Spring ‘18 package.
What Winter ‘18 had been up to?
The Winter ‘18 release had made a bunch of operations easier to perform and navigate such as updates in UI, configurable objects, sharing business contacts, filtering agent views, translating flows, Process Builder updates, Collaborative forecasting, Salesforce DX, security and encryption in addition to many mobile, chatter, IoT and community enhancements across Salesforce Lightning as well as Classic, amounting to over 300 product innovations.
Likewise, the Spring ‘18 release has not been any less exciting. A whole new set of compelling features and raised bar of functionality makes it more interesting. The release contains something for everyone. Here is the list of enhancements you must look for in Spring ‘18 production release.
Spring ‘18 set to bring blossoms to your Salesforce experience
Firstly, there are certain enhancements that are applicable to both SF Lightning and Classic, some for Lightning experience only, and rest of them are made for mobile platforms and the communities too. The release does not show any signs of enhancements applicable only to Salesforce Classic.
No more ado, let’s move to decipher the fantastic new features and updates (Don’t take the heed of this order though, everything is equally important).
Personalized Navigation: Classic productivity hack [New feature][Lightning Experience]
If you are using SF Lightning experience platform, you can now set your app’s navigation bar to match with your unique style of working. You have all the power to add, organize, rename and even remove the items as per your choice (up to 50 items, including default ones).
Salesforce Classic users have already been using Customized Tabs. The personalized navigation does a similar job. however, it is more efficient and better. In Lightning experience, you can even add accounts, dashboard lists, social personas, records and much more to the navigation bar; just the way you like it. That means, whatever you use the most is more easily accessible to you.
Heads up! You still cannot mess with the default items added by admins, and admins cannot mess with yours. Plus, the navigation changes you make here won’t reflect in Classic.
Convert leads without creating opportunities: Conversion above all [Updates] [Lightning Experience]
Your team need not create opportunities upon converting leads? Yes, you heard it right. While it may sound a bit atypical, the new Lightning Experience gives your sales teams the option to bypass opportunity creation during lead conversion. Creating opportunities is not mandatory and you can update this in new default lead conversion settings for opportunities.
New functionalities in Lightning Console App: Jazz up your Consoles[New feature][Lightning Experience]
Console users, here is your chance to reinvent your Lightning experience with add-ons like quick text and macros. As for admins and developers, the SF arsenal just got bigger with the inclusion of pinned region pages, accordion component, tools for integration & automation.
Few noteworthy inclusions are:-
- Access to third-party content and external web applications within the application through web tabs
- Deeper control over what is visible to users when viewing/recording or opening a list
- Ability to use Visualforce URLs in Lightning openTab and openSubtab Methods
- Facility to detect Lightning Console UI Theme with Visualforce Pages
- Accordion Component to collapse and expand sections within the Console App page
Richer features in Lightning App Builder: Thunderbolt, not Lightning[New feature][Lightning Experience]
This one-stop shop tool allows you to modify and design your Lightning apps just the way you want. With the App Builder, complete app customization and management of pages is under your control. Moreover, custom Lightning components help create awe-inspiring workflows and give users te much-needed visibility into the current stage.
Some of the new features that merit mention are:-
- Ability to aggregate components into collapsible sections and thereby, avoid screen clutter
- Facility to create pinned regions that remain displayed even as you move to subtabs in the console app
- Addition of Paused Flow Interviews component to help users resume their traverse in the flow
Ace Campaigning with Value Added Utilities: “Yes, We Can”
Setting up and executing full-fledged campaigns while keeping note of countless minute things is definitely challenging. Your marketing team does know this better. Thanks to the Salesforce Team, a lot of these operations have been streamlined by the addition of several required utilities.
Some of the pivotal additions are:-
- Addition of members to campaigns without leaving campaign detail page [New Feature][Lightning Experience]
- Paths to track campaign progress [New Feature][Lightning Experience]
- BI reports to understand the impact of campaigns on opportunities and generated revenue [Update][Lightning Experience/Classic]
Enhancements on Mobile: Time to hit the road
Sales reps can get necessary updates, collaborate with fellow team members and perform important tasks; all of this, while they are not at their desk. The latest SF Mobile app comes with access to key features – Enterprise Territory Management, Enhanced Charts for BI reports, Push Notifications for Group Mentions, File Upload Component to attach files from the flows etc for a seamless mobile experience.
BI Reports, Dashboards and Einstein Analytics: Intelligence is intoxicating[New feature][Lightning Experience][Einstein]
Generating business insights just got exciting, with the soon-to-be-released reports’ builder that lets users categorize more data with buckets, cross filters, and summary formulas. Dashboards are expected to get more insightful with enhanced tables and custom charts. Also, with Einstein Analytics, users can soon integrate their dataflows to a slew of data warehouses – Azure, Snowflake, AWS RDS etc, thereby revising data access limits. Saving improvements to Einstein’s AI capabilities – Opportunity Scoring, Sales Forecasting etc for some other time. Nonetheless, Einstein Data Insights, presently in pilot mode, is a cutting-edge addition that seeks to generate actionable insights from the available data.
Integration with Google and Microsoft: Keep your Partners close [Update][Lightning Experience/Classic]
Sales Leaders, sync-up your SF system with Google – Gmail, Google Calendar and Microsoft – Outlook, Calendar to create a single point-of-control for all the sales related activities-follow up emails, appointments etc. Marketers, envision Lead Gen campaigns in Microsoft’s Linkedin and add the leads generated to your SF system.
Macros and Quick Text in Lightning Console Apps: Mundane work, not anymore [Update][Lightning Experience]
Performing the recurring tasks won’t drive you insane, thanks to Macros and Quick texts. You can create macros to work with any object that allows quick actions. Quick text comes to your rescue and saves you from having to write same messages hundred times over. Greetings notes or answers to FAQs; you can generate a quick text snippet for anything you wish and cast it to places like email, social updates, chats.
Spring ‘18 release notes
And that’s not all folks!You just read some of the most exciting part of the release. Now go to the entire Spring ‘18 release notes and check out further updates.
All for one and one for all seems to be the vision of Spring ‘18 release. Sales reps, agents, and other console users get more efficient and time-saving tools. Admins have more flexibility and control over setting up functionality and environment. Developers are bestowed upon with tools and tackles to build high-quality integrations and automation.
How do you think Spring ‘18 release will benefit you/your organization? Do share your thoughts with us.