Salesforce released their new Spring 2018 update for Classic and Lightning users yesterday, and the tech team here at IGNITE Alliance have been busy checking out all the neat features they've introduced. Here are our favourite five:
Everyone thinks differently, that’s why the one size fits all approach doesn’t really work for big organisations. Some users from the same department might like to visualise things in a different way, some staff might be interested in a slightly different area of their department than others. Now with personalised navigation everyone will be happy. There are few parts to the new personalised navigation update which we will outline here:
- Manage views with tabs
As you navigate through Salesforce any objects, records, reports and dashboards you access will open as tabs in the top navigation bar. This lets you to easily get back to that specific task you had to navigate away from when you’re bombarded by chatter notifications. You can even make these tabs a permanent addition, meaning you can keep those frequently used reports bookmarked and only a click away.
- Manage items in navigation bar
Now that you’ve pinned that report it keeps appearing at the very end of objects along the nav bar, or even pushed in to the ‘More’ drop down tab. I guess it lives there now? Not anymore! Now you can organise the navigation tabs in any order you like, and this will only affect your view, so feel free to add your most viewed records and move these right to where you want them to be. The limitation to this feature is that you cannot remove object tabs that admins added when creating the app you use.
LinkedIn now allows lead generation forms to automatically populate Salesforce with recorded information. You can link-in a LinkedIn account to Salesforce and set default field values for these newly created leads. It even allows up to 3 LinkedIn questions to be mapped to Salesforce custom fields. This streamlines the process and does away with expensive and cumbersome third party integration tools that are usually a pain to bridge these two pieces of software.
Not all companies use the standard Salesforce process of gauging interest of a lead to determine if they are an opportunity for a sale. Some deal with inquiries that culminate in a sale almost immediately. In these instances having the extra step of Opportunities being created becomes a data sink and an admin burden. This feature allows the option to skip the opportunities step altogether, turning leads into accounts and contacts without the opportunity being created
No matter how vigilant you are when updating data and ensuring your records are valid, there is always a chance that some records might slip through the cracks. Whether this be due to that sly account that slipped in during a data import, or a hasty admin error, Duplicate Jobs will now have your back in this time of need. Standard objects can now be scanned for duplicates and either be merged which keeps activity history and related objects of both records, or alternatively, deleted altogether.
This was always possible with de-duplicator applications on the Salesforce app exchange, but now it is an inbuilt feature of Salesforce, with added peace of mind knowing you aren’t going to run into any integration errors, or have to worry about out of date apps.
Another great new feature which is currently in development of Spring release is the ability to create a clone of a sandbox. This is useful as sandboxes are usually ahead of production in terms of future releases.
Cloning sandboxes will allow multiple users to work under the same conditions without affecting each others changes. It also paves the way for version control (branching) for Salesforce developers. Cloning Sandboxes is only in Beta at the moment, so it may not be working perfectly, but we are really excited for the future of this feature.
All in all, we're pretty stoked about the new updates, and our admins have already saved a bunch of time swapping between tabs and making new apps which take advantage of these features.
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IGNITE Alliance helps clients across Australia build and support Salesforce implementations. We can help with object setup, automation, customisation and integration with other technologies such as Xero.
If you would like to learn more, grab a time on my calendar here and I'll introduce you to IGNITE Alliance and our Salesforce services.