FeaturesReleases

Salesforce Spring ’18 Release is almost here!

Top features for Sales & Service Cloud

Wait, what?!  Wasn’t it just Dreamforce last month?  Oh no, that was two months ago now!  And hold up, doesn’t it feel like winter has really only just started?  (I’m looking at you, US of A & Canada, and your freezing temperatures this last week).  Well as far as the good folks at Salesforce are concerned, that is the perfect time to start preparing for the Spring ’18 release.

After making a number of feature predictions for 2018 in the last post, I am eager to see what has been included in this release.

So let’s get release ready and warm up by the fireplace (or cool down by the aircon if you’re in the Southern hemisphere). And let’s look at the top 10 features for Sales and Service Cloud coming in the Spring ’18 release…

Top Sales & Service Cloud Features in Spring ’18

Macros, macros, everywhere!

Macros are now available almost everywhere in Lightning Experience
Macros are now available almost everywhere in Lightning Experience

Spring ’18 release brings one killer feature that was only previously available in Console Apps.

Macros!!!!  Technically Quick Text is now also available too in Spring ’18.  But as you can probably see, it is Macros that really have me revved up!

You can now setup and use macros on pretty much every object now.  That’s right, most custom and standard objects are now available to use with macros – providing they support Lightning Experience.

These are so useful for speeding up those really common processes that are so repetitive and tiresome for your users.  Click here, send that, update this field, mark as complete… Can now all be done at a click of a button (obviously once setup).

Also Macros Utility Bar & Macro Builder both have an updated/easier to understand layout too.

myLightning

myLightning was announced at Dreamforce this year, and will be released in Spring ’18.  Truth be told, it seems that myLightning was just marketing ‘packaging’ for a number of new features which takes Lightning even further.

Lightning Experience - Custom Themes with Dynamic Pages

Custom Themes

First up, there is Custom Themes which allow you to brand and theme your Salesforce instance to make your company’s brand (like the T-Mobile example, pictured left).

Lightning Experience & Components

Another killer feature, and of course Lightning Experience only, is the new Dynamic Components feature.  It allows you to control when to display certain Components within the Lightning App.  There are some limitations to what filters can be used, but there is plans to expand this feature over the coming releases (refer the features section in my last post for more).

On top of this, Salesforce are now expanding the ability to set Component Visibility Rules across related objects and fields, instead of being limited to the record you are viewing.  This expands the options to control what is displayed and when…

And when arranging your components on any Lightning Page into collapsible sections (accordion style).  This allows your users to now de-clutter what they are seeing and find what they need a whole lot quicker.

Example of Accordion sections
Spring ’18 and Collapsible Sections!

 

Choose your own Path

There is a very easy to miss feature has been included in this release.  Possibly due to the fact it is still only a preview feature.  But you can now setup a Path based on any picklist, across all standard objects.

If you are not aware of what Path is, it provides your users with a quick guide on what are the next steps to progress a deal or a lead.  But it was only limited to the status or stage field, and only on a handful of objects.

Personally I think it is an amazing feature that can really help drive adoption in a simple and easy to understand way.  But now, Salesforce are opening the doors to help all admins drive system and process adoption by expanding what options you can use to set up a Path for your users…

Here is the example in the Release Notes.  It shows how you might setup a Path, and help your users on-boarding a new client:

Salesforce Lightning Experience & Sales Path
Path, now helps you go your own way… (click for full image)

Mass Quick Actions

BOOM - Spring 18 introduces Mass Quick Actions

Bulk editing records from a list view, has been frankly a little tiresome within Lightning.  But fret now, you can now allow your users to use Mass Quick Actions to update up to 200 records within a list view.  It is only available for Cases, Leads and custom objects at this stage.   But I think it still deserves a little **BOOM**

Clean your data

Who doesn’t love a clean Salesforce?

Spring 18 introduces new ways to clean your data

I have been using Salesforce now for over nine years, and every single org has always had some form of record duplication.

Salesforce has been taking steps to help Admins over the years when introducing the built-in duplication management toolkit.  But Spring ’18 has upped the ante.

Rather than waiting for a duplicate to be blocked or alerted, you can now run a Duplicate Job when using your existing Matching Rules.  Right from the Setup menu.  It works for Business Accounts, Person Accounts, Leads and Contacts at this stage.

And with Spring ’18, when the Duplicate Job has completed you can report on the results, share the results or take action directly within the Duplicate Job feature and merge those pesky records!!!

Data privacy

With GDPR and other privacy regulations coming into effect shortly, Salesforce has included a range of tools to support the Salesforce community through this change.  There is even a new standard object for storing an Individual’s privacy preferences.

Now is the time to read up on all features relating to GDPR, and a quick search of the release notes will show you all specific updates regarding GDPR.  Here are two points that may help you in preparing for these changes.

  • Data.com Connect will have all UK & Ireland contact details removed
  • Data Deletion processes (included common examples/use cases and what to do)

When does the Sandbox Preview for Spring ’18 start?

Any sandbox refreshed before the 5th/6th January 2018, will routed to a Preview Instance.  This means that if you want to Preview the Spring ’18 release in a sandbox you have to refresh before this date.  For more details, check out this Salesforce page.

All refreshes completed after the 9th/10th January, will be routed through to a sandbox with Winter ’18.

When does Spring ’18 get released?

Salesforce is planned to start rolling out the Spring ’18 release from February 3rd 2018.

Other Resources

As per every other release, there is a wealth of information available to get up to speed with the changes.

Got a favourite feature in Spring ’18?

Tell us about it below in the comments section!

Adios for now…

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