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Salesforce
Spring ‘18
Release Highlights
by
Lightning
Personalized Navigation
Manage Items In
Navigation Bar
Increase Your Efficiency
with Quick Text
Salesforce has changed their URL
Current format: https://<lightning.domain.com>/one/one.app/#/sObject/Account/home
New format: https://<lightning.domain.com>/lightning/o/Account/home
Collapsible
Sections
Generate
Leads from
LinkedIn
Find related posts under a hashtag Email Search
Feature
Force.com platform is now Lightning Platform
Deactivate Orgs you don’t use
Create up
to 300
Custom
Themes
Sales
Einstein
Lead Scoring
See the Most Relevant
Reasons Behind Each
Score
Get the Rank and
Department of Each
Lead
Einstein
Opportunity Scoring
Einstein
Forecasting
Let artificial intelligence
help you and your team
prioritize opportunities so
that you can close more
deals
Improved forecasting
accuracy with predictions
about your sales team’s
opportunities based on
past data
Add Products into Opportunity in a fast and efficient
way
Add a Path to any standard object
Add Account Team Members
to Opportunity Teams
Add Products to Price Books
Faster
Marketing
Journey Templates
Available Templates:
● Abandoned Cart - Everyday
Purchase
● Abandoned Cart - Significant
Purchase
● Anniversary Send
● Birthday Journey with Coupon
● Welcome Journey
● Welcome Journey with
Engagement
Email Studio: Live Images Content Blocks
Switch images in email with triggers
● Date and time
● Number of days after send
● Number of impressions
● Number of clicks
● No trigger - user manually
switches image
Distributed Marketing
Brands can:
● Ensure compliance with corporate
marketing brand standards
● Empower anyone to be a digital
marketer
● Understand journey engagement with
deep analytics
Social Studio: Influencer & Demographic Insights
● New overview calendar view
● Facebook Scheduler
● Enriched Twitter Experience
● Create PDF Post Reports in
Analyze
● View Top Influencers in Analyze
Dashboards
● Understand the “who and where”
of conversations
Advertising Studio: Journey Builder Advertising
Create Facebook advertising campaigns
directly within Journey Builder.
Build cross-channel journeys by
combining email, mobile, and Facebook
advertising
Global Delivery
Management
Easily Reach customers and prospects at the right
frequency
Granular control over ad delivery across all media
partners to insure optimal no. of ads received.
Pardot: Multi-touch
Attribution
Marketers can visualize campaign ROI in the
funnel to prioritize the channels and
programs that work best.
Communities
Case Deflection Tracking
Measure the success of your self-service
community with case Deflection Tracking
Enable External User to
self-Deactivate
Let external Community and Chatter users deactivate
their own accounts. Allowing self-deactivation can
comply with certain regulatory requirements.
Calendar Component
Organize your events and view other
user’s calendars in one view directly
from your community
Einstein Answers
Build and Brand Your Community Faster
● Easy to navigate
● Can apply custom css or branding set
● Less scrolling
Quickly See Which Theme
Layout a Page is Based On
Gather Feedback from Your
Community with the Survey
Component
Make Your community a
destination on a marketing
journey
Verify Community
External Users’ Identity
Share Links to Posts with
Your Community
Set Different Login
Policies for Salesforce
and Community Users
(Beta)
Verify Community
External Users’ Identity
1. Add Hashtags to Polls
Easily find all related posts under one topic whenever you want by using hashtags when you
publish polls.
For example, tag all your HR-related polls with #FabPlaceToWork or #Awesome!
2. Jump to Your Community from Email Notifications
3. Get the Top-Five Questions You’re Most Qualified to Answer
Chatter & Files
Share Links to Posts
Apply a Filter and Make It
Stick
Access Files with the View List of Assets
With the View List of Asset Files, you can quickly access all your asset files. Files are listed
in order by the date last modified.
When you click a file’s Unique Name, the Details page appears, and you can view the file.
These changes apply to Lightning Experience, Salesforce Classic, and all versions of the
Salesforce app.
To see your list, go to Setup, enter Asset Files in the Quick Find box, and select Asset Files.
Skip Triggers and Validation Rules on Asset Files
To help avoid package deployment failure, you can prevent triggers and validation rules
from executing on inserts, updates, or deletes related to asset files.
This feature is available in Lightning Experience, Salesforce Classic, and all versions of the
Salesforce app.
Go to Setup, enter Files in the Quick Find box, and select General Settings.
Then select Skip triggers execution and validation rules on asset files.
Upload files from a flow
You can upload files from a flow by adding the forceContent:fileUpload Lightning
component to a flow screen.
This change applies to Lightning Experience and Salesforce mobile web. However, it only
works for the Lightning flow runtime.
Service, Mobile
& Security
Insert Article Content
into Case Emails
Managers and authors can reassign
drafts if the owner can’t finish the article
Cases: Mass Quick Actions, Cases for Path, and Email
Enhancements
Add Style to Posts and Comments
Use Path
to Track
Campaign
Progress
Use Path to Build
Relationships
with Accounts
1. New User Login Flow
2. Salesforce Shield
● Increase Data Protection by deleting event logs files
● Review events hourly to improve activity visibility
● Fields retired in EventLog file
○ Knowledge Article View - USERNAME
○ Logout - USER_NAME
Created by

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Salesforce spring 18 release highlights by thinqloud

  • 3. Personalized Navigation Manage Items In Navigation Bar Increase Your Efficiency with Quick Text
  • 4. Salesforce has changed their URL Current format: https://<lightning.domain.com>/one/one.app/#/sObject/Account/home New format: https://<lightning.domain.com>/lightning/o/Account/home Collapsible Sections
  • 5. Generate Leads from LinkedIn Find related posts under a hashtag Email Search Feature
  • 6. Force.com platform is now Lightning Platform Deactivate Orgs you don’t use Create up to 300 Custom Themes
  • 8. Einstein Lead Scoring See the Most Relevant Reasons Behind Each Score Get the Rank and Department of Each Lead Einstein Opportunity Scoring Einstein Forecasting Let artificial intelligence help you and your team prioritize opportunities so that you can close more deals Improved forecasting accuracy with predictions about your sales team’s opportunities based on past data
  • 9. Add Products into Opportunity in a fast and efficient way
  • 10. Add a Path to any standard object
  • 11. Add Account Team Members to Opportunity Teams Add Products to Price Books Faster
  • 13. Journey Templates Available Templates: ● Abandoned Cart - Everyday Purchase ● Abandoned Cart - Significant Purchase ● Anniversary Send ● Birthday Journey with Coupon ● Welcome Journey ● Welcome Journey with Engagement
  • 14. Email Studio: Live Images Content Blocks Switch images in email with triggers ● Date and time ● Number of days after send ● Number of impressions ● Number of clicks ● No trigger - user manually switches image
  • 15. Distributed Marketing Brands can: ● Ensure compliance with corporate marketing brand standards ● Empower anyone to be a digital marketer ● Understand journey engagement with deep analytics
  • 16. Social Studio: Influencer & Demographic Insights ● New overview calendar view ● Facebook Scheduler ● Enriched Twitter Experience ● Create PDF Post Reports in Analyze ● View Top Influencers in Analyze Dashboards ● Understand the “who and where” of conversations
  • 17. Advertising Studio: Journey Builder Advertising Create Facebook advertising campaigns directly within Journey Builder. Build cross-channel journeys by combining email, mobile, and Facebook advertising
  • 18. Global Delivery Management Easily Reach customers and prospects at the right frequency Granular control over ad delivery across all media partners to insure optimal no. of ads received. Pardot: Multi-touch Attribution Marketers can visualize campaign ROI in the funnel to prioritize the channels and programs that work best.
  • 20. Case Deflection Tracking Measure the success of your self-service community with case Deflection Tracking Enable External User to self-Deactivate Let external Community and Chatter users deactivate their own accounts. Allowing self-deactivation can comply with certain regulatory requirements.
  • 21. Calendar Component Organize your events and view other user’s calendars in one view directly from your community Einstein Answers
  • 22. Build and Brand Your Community Faster ● Easy to navigate ● Can apply custom css or branding set ● Less scrolling Quickly See Which Theme Layout a Page is Based On
  • 23. Gather Feedback from Your Community with the Survey Component Make Your community a destination on a marketing journey
  • 24. Verify Community External Users’ Identity Share Links to Posts with Your Community
  • 25. Set Different Login Policies for Salesforce and Community Users (Beta) Verify Community External Users’ Identity
  • 26. 1. Add Hashtags to Polls Easily find all related posts under one topic whenever you want by using hashtags when you publish polls. For example, tag all your HR-related polls with #FabPlaceToWork or #Awesome! 2. Jump to Your Community from Email Notifications 3. Get the Top-Five Questions You’re Most Qualified to Answer
  • 28. Share Links to Posts Apply a Filter and Make It Stick
  • 29. Access Files with the View List of Assets With the View List of Asset Files, you can quickly access all your asset files. Files are listed in order by the date last modified. When you click a file’s Unique Name, the Details page appears, and you can view the file. These changes apply to Lightning Experience, Salesforce Classic, and all versions of the Salesforce app. To see your list, go to Setup, enter Asset Files in the Quick Find box, and select Asset Files.
  • 30. Skip Triggers and Validation Rules on Asset Files To help avoid package deployment failure, you can prevent triggers and validation rules from executing on inserts, updates, or deletes related to asset files. This feature is available in Lightning Experience, Salesforce Classic, and all versions of the Salesforce app. Go to Setup, enter Files in the Quick Find box, and select General Settings. Then select Skip triggers execution and validation rules on asset files.
  • 31. Upload files from a flow You can upload files from a flow by adding the forceContent:fileUpload Lightning component to a flow screen. This change applies to Lightning Experience and Salesforce mobile web. However, it only works for the Lightning flow runtime.
  • 33. Insert Article Content into Case Emails Managers and authors can reassign drafts if the owner can’t finish the article
  • 34. Cases: Mass Quick Actions, Cases for Path, and Email Enhancements Add Style to Posts and Comments
  • 35. Use Path to Track Campaign Progress Use Path to Build Relationships with Accounts
  • 36. 1. New User Login Flow 2. Salesforce Shield ● Increase Data Protection by deleting event logs files ● Review events hourly to improve activity visibility ● Fields retired in EventLog file ○ Knowledge Article View - USERNAME ○ Logout - USER_NAME