Spring is often referred to the season of new beginnings; fresh buds bloom, hibernating animals awaken, and the kind folks over at Salesforce gift us some brand new updates. Ahh nature, isn’t it lovely? Here are some of the team’s top picks from the Salesforce Spring ’18 release notes.
Store certain data privacy preferences
This one’s great for the impending nightmare that is GDPR. Data privacy records let you store certain data privacy preferences for your customers, based on the Individual object. These records can help you respect your customers’ wishes when they request only specific forms of contact from your company. In data privacy records, you can track and store customers’ preferences for:
Collecting, storing, and sharing their personal data
Packaging their personal data so they can take ownership of it
Deleting records and personal data related to them
Solicitation of products and services
Tracking their geolocation and web activity.
Einstein comes of age
In this release, Einstein can do a lot more for your organisation. Opportunity scoring, forecasting, easier setup, and other enhancements. New features and improvements have heightened Einstein’s ability to help you close deals, predict your bottom line, strengthen customer relationships, and more. The shackles are off. Here’s a comprehensive list of all the new bits Einstein’s learnt to do for Sales, analytics, Communities, development, and Trailhead.
A relatively small but mighty update here — instead of being limited to Stage and Status, now you can create a Path that references any picklist field on standard objects. This helps you make sure your path works exactly how you want it to.
Visual Flow updates
Add WebEx meetings to Salesforce Events
We use WebEx all the time, so this is perfect for us! Salesforce users who also use Cisco WebEx for their meetings can add their personal room or a new meeting to Salesforce events. Your users can add a WebEx meeting from the Event record page.
Assign separate standard action overrides for different experiences
You can now override standard actions (eg. new, view, edit) in different ways for each ‘experience’. For example, in Salesforce Classic you might override the New Lead action with a Visualforce page, but in Lightning Experience you could override that same action with a Lighting Component or Lightning Page. Here’s a little more on that.
Organise components into collapsible sections
In Lighting Experience, manage screen clutter by grouping components into collapsible sections. The new Accordion component is like the Tabs component, but vertically stacked. You can use the Accordion component on all record pages. Here’s an example of how that looks for you.
There are tonnes of updates in this release targeted squarely at boosting productivity, including the ability to use Macros almost everywhere and to use email templates created in Salesforce Classic within your Macros. View the whole list of useful updates here.
Generate leads from LinkedIn
Automatically add leads to Salesforce from LinkedIn Lead Gen advertisements. When prospective customers fill out a form on your LinkedIn ad, Salesforce convert the data directly to new Salesforce leads. This feature is new in both Lightning Experience and Salesforce Classic.
Assign the new leads to the user or queue of your choice. Apparently, you can add up to 500 leads from LinkedIn per day. If the number of leads you get in a day exceeds the limit, Salesforce email the additional leads to the default lead creator you designate in Setup. Here’s how.
Gather feedback with Salesforce Surveys
With Salesforce Surveys you can now make beautiful, easy-to-use forms for collecting feedback and data from your users or customers. All survey data is stored in your Salesforce org, so you’re able to view data, create reports and dashboards, and share those insights internally. You can also embed surveys into Lightning pages and communities if you want to branch out to a wider audience.
Pardot are integrating much more into Salesforce with Lightning app! For example, now you can use Pardot and Salesforce features within Salesforce when you enable B2B Marketing in Setup. Plus, you can see the Pardot engagement history data within your Salesforce org, too. This is still in Beta at the moment.
Assign audiences to page components
Much like in Lightning App Builder, you can now dynamically show or hide specific components in a Lightning Community based on various criteria. This makes it so much easier to get the right content in front of the right members. Use just about any audience criteria for your component, except Record Type. Here’s an example.
Use CRM fields to target audiences
The audience features of Lightning Communities let you display a completely —or subtley — different view of a page to one user versus another, based on things like their Profile or Role. Spring ’18 takes this to the next level, allowing you to target audiences based on fields on the user’s Account or Contact records (plus many more). A good example would be to think of a Partner Community where you wanted each Partner Type (a field on the Account object) to have a different view of the same page in your Community. Check it out.
A brand new UI means customising the theme of your Lightning Community just got faster and much, much easier. Spring ’18 provides a streamlined theme management experience which gathers all your visual configuration controls into one place. This means you can spend less time making your Community look great, and more time helping your customers.
List “contains” method
Salesforce have added a list “contains” method to Apex, which lets developers check whether a list contains a specified element. This might seem really basic, but it was an omission until now.
New Lightning Base Components
As always, Salesforce have released a raft of new and nifty Lightning Base Components. These are building blocks that developers like oe:gen can use to build new apps and interfaces more quickly and easily. If we had to pick one highlight from this release, it would be the improvements made to the Lightning Datatable component.
Oh, and Oli loved the logo…
If you want to have a look at the whole Spring ’18 release, just follow this link!