Salesforce

Salesforce Spring Release Highlights 2019

By February 6, 2019 August 30th, 2019 No Comments

The vernal equinox is yet here but Salesforce Spring Release has arrived!

(ICYMI: Punxtawney Phil prognosticates positive percentages)

We highlight all the key features in the latest Salesforce spring release notes so you can dive into all the changes coming to Sales Cloud, Service Cloud, Lightning and Einstein.

Tweaks to Lightning Experience & Salesforce Classic

Spring 2019 introduces the new Lightning Flow Builder, a drag-and-drop functionality with a simplified toolbox. The Flow Builder will be the default for all orgs, and no migration is needed.

Other smaller changes we can soon expect is Pinned List View, which makes any list the default view, Subtabs and Pop-out utilities in the Lightning console window as well as the ability to clone sandboxes and simpler user email addresses format.

It’s clear in Salesforce recent announcement that the company is keen on globalization. This release includes new question type, targeted invitations, custom reports, and link expiration in addining to improved translation for Surveys.

CPQ & Salesforce Billing

Salesforce has expanded CPQ & Billing flexibility with usage-based pricing and consumption schedule. In Pardot Advance, users now have access to the Einstein Behavior Scoring, which is based on prospect engagement activities.

Lightning Scheduler & Dialer

With Lightning Scheduler introduced, the ability to set appointments, office hours and required attendees is now easily accessible in the console. Available for Enterprise and Unlimited editions at an extra cost, Lightning Scheduler and Lightning dialer personalizes appointments and auto-create records.

New in Quip

New live apps for this release include the ability to directly embed from Box and Dropbox with Filesharing and placing live Salesforce data inside quip documents with Salesforce Record live app. In addition, the new Quip Document Lightning Component allows edit/comment/embed options on live documents, spreadsheets, and slides. Quip Slides connect live data and charts with team-based slide presentations and Task Drawer helps consolidate list of all user assigned tasks.

Community Cloud in Salesforce Spring Release

Create custom-branded apps for iOS & Android with pre-built components using the Mobile Publisher for Community Cloud.

Partner Account Relationships will enable point-to-point sharing of select information from a lead or opportunity between partner types, such as distributors and resellers.

Reuse components and design libraries built with 3rd-party UI frameworks using the Lightning Container Component.

Critical Updates.

Beginning February 2019, Salesforce classic will be sent out to the pasture. All innovations will transition to Lightning Experience. The Migration tool is available to move from Classic to Lightning Knowledge. This transition introduces a name change, as Lightning Component are now called an Aura Component. Aura Components and Lightning Web Components work in conjunction as part of the Lightning Component framework. Another item set to retire: Customizable Forecasting.

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Data Storage Increase

Salesforce users will soon get the added benefits of an extra 10GB of minimum storage to their total organization, starting March 2019. Per Salesforce’s release notes “This change applies to Lightning Experience, Salesforce Classic, and all versions of the Salesforce app in Contact Manager, Group, Essentials, Professional, Enterprise, Performance, and Unlimited editions.”

High Velocity Sales

The latest in Sales Cloud will introduce the Sales Cadence Builder, a processes flow sequencing the activities and steps to successful sales. Spring 2019 also introduces an improved lightning Scheduler as well as Lightning dialer, a native click-to-call in the Salesforce console. Click here to watch a demo of the builder and High Velocity Sales in action.

Einstein AI

Users may remember Einstein Lead Scoring by its former name, Predictive Lead Scoring, but the 2019 version adds a lot more meat (and machine learning) to the recommended actions feature. With Lead Scoring, Einstein will recommend ‘spot-on’ next best actions to convert leads, such as setting a follow-up appointment based on past interactions and lead data.