1 / 31

Salesforce Spring 2018 Release Features - Yes CRM

Salesforce Spring 2018 Release Features by Yes CRM

yescrm
Download Presentation

Salesforce Spring 2018 Release Features - Yes CRM

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. YES CRM Consultants Salesforce Spring’18 Release Features YES CRM Confidential - All rights reserved. - 1 -

  2. Agenda ➢Enabled for All Users by Default ➢Enabled for Administrators/​developers ➢Requires Administrator Setup YES CRM Confidential - All rights reserved. - 2 -

  3. ENABLED FOR USERS YES CRM Confidential - All rights reserved. - 3 -

  4. Salesforce Overall Change applies : Lightning Experience only. Features Available : ➢ Supercharge Your Productivity with Personalized Navigation ➢ Fine-Tune Account and File Search Results with Filters ➢ View Help Topics Wherever You Are in Lightning Experience Click here for the document YES CRM Confidential - All rights reserved. - 4 -

  5. Sales YES CRM Confidential - All rights reserved. - 5 -

  6. Core Salesforce Features : Campaigns Available in : Professional, Enterprise, Performance, Unlimited, and Developer Editions Change applies : Lightning Experience only. Features Available : ➢ Add Campaign Members Faster Click here for the document YES CRM Confidential - All rights reserved. - 6 -

  7. Productivity : Email Features Available : ➢ Increase Your Efficiency by Managing List Emails in One Place ➢ Email Person Accounts Faster Click here for the document YES CRM Confidential - All rights reserved. - 7 -

  8. Analytics YES CRM Confidential - All rights reserved. - 8 -

  9. Reports Change applies : Lightning Experience only. Features Available : ➢ Enhancements to Reports in Lightning Experience Click here for the document YES CRM Confidential - All rights reserved. - 9 -

  10. Dashboards Change applies : Lightning Experience only. Features Available : ➢ Add Tables with Up to 10 Columns to Dashboards ➢ Improved Experience for Sharing Dashboard Components on Chatter ➢ Subscribe to Dashboards to Schedule Refreshes and Get Email Updates Click here for the document YES CRM Confidential - All rights reserved. - 10 -

  11. Chatter YES CRM Confidential - All rights reserved. - 11 -

  12. Chatter Available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions Features Available : ➢ Apply a Filter and Make It Stick ➢ Use Hashtags in Polls Click here for the document YES CRM Confidential - All rights reserved. - 12 -

  13. Services YES CRM Confidential - All rights reserved. - 13 -

  14. Services Available in: Enterprise, Performance, Unlimited, and Developer Editions Features Available : ➢ Reply and Forward Email ➢ Increase Your Efficiency with Quick Text Click here for the document YES CRM Confidential - All rights reserved. - 14 -

  15. Enabled for Administrators/​Developers YES CRM Confidential - All rights reserved. - 15 -

  16. Salesforce Overall Change applies : Lightning Experience, Salesforce Classic, and all versions of the Salesforce app. Features Available : ➢ Get Search Results for More Objects Click here for the document YES CRM Confidential - All rights reserved. - 16 -

  17. Sales Cloud Change applies : Lightning Experience only Features Available : ➢ Edit Email Signatures Before Sending a List Email ➢ Send Emails with Predefined Recipients Click here for the document YES CRM Confidential - All rights reserved. - 17 -

  18. Chatter Available in : Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions Change applies : Lightning Experience and Salesforce Classic Features Available : ➢ Automate Chatter Tasks with Process Builder and Workflow Rules Click here for the document YES CRM Confidential - All rights reserved. - 18 -

  19. Files Available in :Enterprise, Performance, Unlimited, and Developer Editions Change applies : Lightning Experience and Salesforce Classic Features Available : ➢ Upload Files from a Flow Click here for the document YES CRM Confidential - All rights reserved. - 19 -

  20. Customization Available in :Enterprise, Performance, Unlimited, and Developer Editions Change applies : Lightning Experience and Salesforce Classic Features Available : ➢ Edit Lightning Apps with the Lightning App Builder ➢ Manage Your Lightning Pages Inside the Lightning App Builder ➢ Make Your Lightning App and Home Pages Dynamic Click here for the document YES CRM Confidential - All rights reserved. - 20 -

  21. Customization Contd Available in : All Editions Change applies : Lightning Experience and Salesforce Classic Features Available : ➢ Keep Your Record Type Value Settings When You Convert a Custom Picklist to a Custom Multi-Select Picklist ➢ Control the Visibility of Roles and the Role Hierarchy with a New Permission Click here for the document YES CRM Confidential - All rights reserved. - 21 -

  22. Customization Contd Available in : Group, Professional, Developer, Enterprise, Performance, Unlimited, and Database.com Change applies : Lightning Experience Features Available : ➢ Start Flows Dynamically from Apex ➢ Launch a Flow from an Object-Specific Action Click here for the document YES CRM Confidential - All rights reserved. - 22 -

  23. Customization Contd Available in : Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions Change applies : Lightning Experience Features Available : ➢ Access Schema Settings in Setup ➢ Include Related Fields and Other Objects in Component Visibility Rules Click here for the document YES CRM Confidential - All rights reserved. - 23 -

  24. Development Features Available : ➢ Apex: New and Changed Classes Click here for the document YES CRM Confidential - All rights reserved. - 24 -

  25. Security and Access Available in :Professional, Enterprise, Performance, Unlimited, and Developer Editions Change applies : Lightning Experience and Salesforce Classic Features Available : ➢ Take Full Control of Your Login Process with Visualforce Page Login Flows Click here for the document YES CRM Confidential - All rights reserved. - 25 -

  26. Requires Administrative Setup YES CRM Confidential - All rights reserved. - 26 -

  27. Sales Cloud Change applies : Lightning Experience only Features Available : ➢ Generate Leads from LinkedIn ➢ Streamline Lead Conversion Without Opportunities ➢ Use Path to Track Campaign Progress Click here for the document YES CRM Confidential - All rights reserved. - 27 -

  28. Sales Cloud Contd. Change applies : Lightning Experience only Features Available : ➢ Turn Emails from Unknown Addresses into Contacts, Leads, or Person Accounts ➢ Automatically Relate Important Meetings to Contacts and Leads Click here for the document YES CRM Confidential - All rights reserved. - 28 -

  29. Analytics Available in :Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions Change applies : Lightning Experience only Features Available : ➢ Categorize Data with Bucket Columns ➢ Filter Across Objects with Cross Filters ➢ Evaluate Report Data with Summary Formulas Click here for the document YES CRM Confidential - All rights reserved. - 29 -

  30. Customization Available in :Enterprise, Performance, Unlimited, and Developer Editions Change applies : Lightning Experience and Salesforce Classic both Features Available : ➢ Execute All Autolaunched Flow Interviews When Invoked in Bulk Click here for the document YES CRM Confidential - All rights reserved. - 30 -

  31. Thank you YES CRM Confidential - All rights reserved. - 31 -

More Related