Here!! In this Post, I tried to Point out the Most prominent Highlights of the Salesforce Spring’19 Release…
Salesforce solicits feedback randomly to a subset of users in an org. Starting March 2019, a feedback form now appears in Lightning Experience to hear from more users, appearing at the bottom of the app. Admins can disable the form.
Remove the account team and opportunity team in one click instead of one at a time.
Now, when you transfer account ownership, you have additional options of what you want done just to open opportunities and open cases, or to all opportunities or cases.
You can now pin a list as your default list view instead of having it default to the Recently Viewed. Just navigate to the list view and pin it.
You can now print pages in Lightning for account, campaign, case, contact, contract, lead, opportunity, order and custom objects! From a Lightning record page, click on the Printable View button. It will show the details expanded and collapsed depending on the visibility of the record page.
(Critical Update) In lightning console apps, there is now the ability to pop-out most standard utilities into its own window. Review the release notes for the standard utilities.
Subtabs in the console app gets some love. If a rep needs more space than a subtab, a rep can set a subtab as a workspace tab, refresh tab, etc.
You can now specify a two region page template for console apps.
Add Lightning Web Components to your utility bar by adding lightning_UtilityBar target to the lighting Web component’s meta configuration.
(Critical Update) Lightning Experience Honors Target Values for Hyperlinks in formula fields. This CU is enabled in Summer ’19 on 5/17. Prior to the CU, Lightning ignore the target value when opening a hyperlink.
You can now store email templates into nested folders beyond the Private and Public folders
Set access to email templates based on the folder it is stored in.
Your reps can quickly complete tasks in a button click. Your reps can also re-open a completed task.
The ability to schedule recurring event series is generally available. Users can view, schedule and update events in a public calendar without switching to Salesforce Classic.
Assign resources to events. In Setup, create a resource calendar. Then add Attendees to the Event page layout.
Reps can add Salesforce users, contacts, person accounts, and leads to their events without using Lightning Sync. Just add the Attendees field to the Event page layout.
Users of Chrome, Internet Explorer and Firefox can print up to 12 hours of events in a week view or an entire month from the calendar view.
If file(s) is/are associated to an event, anyone with access to the event can view the files.
Translate your surveys in more than 10 languages
Use two new questions. The Net Promoter Score® (NPS®) question type helps you assess your customers’ loyalty for your products and services. The Ranking question type helps you gauge your participants’ preferences from a list of choices.
Sales teams can forecast product family revenue by sales territory. This includes teams who use Collaborative Forecasts.
Forecast managers can share their territory forecasts with any Salesforce user. This includes teams who use Collaborative Forecasts.
Add sales reps to groups and queues based on territory assignment.
Lightning Knowledge Migration Tool (Generally Available) – Now, you can use a tool to migrate your Salesforce Knowledge to Lightning Knowledge. You will need to contact Salesforce Support to enable this and test out the migration in a full copy sandbox prior to enabling the migration in Production.
Lightning Knowledge enhancements:
In Lightning, you can now manage Knowledge articles with Add the Restore, Edit as Draft, and Archive buttons.
Use the Insert Article to Email Action to attach Knowledge article files from the related list.
Community users can now request contact, which allows them to provide information on the issue and request an agent to call them back to provide support.
Agents have the ability to pop-out their softphone utility into its own window.
Use relative dates in macros. Select Relative for date and time fields and specify the value and duration.
Ability to select Add Close Tab Instruction in a macro to close the tab after the macro is completed.
You now have the ability to have agents send email drafts to approvers when they’re communicating with customers.
Ability to view a case hierarchy when working cases.
Ability to view case contact roles.
You can now get a quick view of up to 8 key metrics in a report in the Lightning Experience report header. Additionally, column headers are now sticky.
Resize report column widths in Lightning Experience report builder and the run page.
Ability to switch between 12- to 9-column for Dashboard width sizes.
You can now create one row by one column (1×1) components on your dashboard.
Ability to set up group or role subscriptions to reports or dashboards so your lists remain current when users are added or removed from a group or role.
You can now add hyperlinks in a Chatter post and comment.
Organize your asset library files into folders.
Create a Flow to Let Community Users Request Help: Using a flow solution, let community users request your support reps call them back. Use the new Contact Request Flow type and the Create Customer Contact Request action when creating your flow.
Switch Your Lightning Page to a Different Template. This is huge. Have you ever created a lightning record page only to find out that it is better with a different template design and you had to re-create the page from scratch in the new template? Now, you can change the template and specify where the existing components should move to.
(Beta) Get Things Right with Right-to-Left Languages: For Arabic, Hebrew, and Urdu customers, columns and sidebars flow from right to left, and text is aligned appropriately.
Create Objects from Spreadsheets: Create a custom object by importing its fields and field data from a Google sheet, a Quip spreadsheet, an Excel file (.xls or .csv format). This can be done from the Navigation Items tab inside a Lightning app in Lightning App Builder. Edit a Lightning app, access the Navigation Items tab, then click the “Create” button at the top of the Available Items list.
Assign Default Home Pages Based on the Lightning App
When you platform encrypt the Event Description field, your event series also becomes encrypted.
Lightning Components: Navigate to a URL with the standard__webPage Page Reference Type: The standard__webPage type replaces the force:navigateToURL event. Refer to pageReference Types in the Spring ’19 Lightning Components Developer Guide for more information.
Reference Asset Files with the $ContentAsset Global Value Provider: Rather than reference files using long file paths or URLs, you can now reference a specific asset file in component using $ContentAsset.assetDeveloperName or for orgs with a namespace, $ContentAsset.yourNamespace__assetName.
Save on expenses: Decrease operating costs by using an analytics platform that operates entirely out of the cloud. This means no expensive installation or maintenance costs, and no need to invest in analytics-specific onsite hardware.
Get set up quickly: Take advantage of advanced analytics within minutes, thanks to powerful big-data solutions available right out of the box.
Cut out the fluff: Don’t waste money paying for features you don’t use. Salesforce Einstein Analytics offers multiple packages and per-use pricing, so you always have the analytics tools you need, at a price that you can afford.
Customize your solution: Trust the analytics tool that conforms to the unique needs of your business. Salesforce Einstein Analytics is built on a fully customizable CRM platform, designed to meet you more than halfway. With Einstein Analytics, you’ll always have the analytics solution that works best for you.
Integrate your data: Don’t wait for your IT teams to optimize your software for data analysis. Salesforce Einstein Analytics incorporates analysis tools into every application and system, meaning integrated, easy-to-use analysis functionality that leads to faster results.Salesforce knows that when it comes to on-point data analysis, the last thing you want is to have to wait. Einstein Analytics is designed with speed and usability in mind, so that from the moment you turn it on, you’ll be gathering, analyzing, and employing valuable data. After all, the data stream isn’t going to wait for you. Trust the analytics solution that eliminates analytics down time, and start putting your data to work for you from day one.Connect Across Departments.
Integrate with the entire Salesforce ecosystem: Salesforce Einstein Analytics is a core component of the Salesforce Customer Success Platform, and integrates perfectly with Sales Cloud, Service Cloud, Marketing Cloud, and Platform (to name a few), giving every team access to the same client data, for a seamless customer journey across every department.
Easily explore customer data from every source: Gather and investigate data from any source, giving your team an hyper-detailed look at the numbers that matter.
Bring your people together: Connect sales, service, marketing, and every other team through cloud-based data analytics that can be accessed and collaborated on by authorized users across every department.
Unify your goals: Give your teams a united vision and objectives they can strive for, with data that is insightful, reliable, and actionable.
Collaborate from the dashboard: Make collaboration simple by working with other colleagues over a user-friendly interface that displays relevant information updated in real time.
Generate presentation-worthy visuals: Use built-in tools to turn data insights into appealing and informative visuals, perfect for presentations. With Einstein Analytics, everyone in your organization can keep up with the numbers.
Be a part of the conversation: Take advantage of social media technology to improve team communication, with Salesforce Chatter for Einstein Analytics.
Put it all into context: Provide a consistent view across every department with embedded dashboards, so reliable analytics information is never more than a click away.
Never be out of reach: Work with your teams and your data over any device, from anywhere in the world, thanks to mobile-first design compatible with any desktop, laptop, or mobile device.Salesforce Einstein Analytics gives you and your teams the power to turn data analysis into a team effort. Connect with your people over user-friendly dashboards to explore data in real time. Jump on social feeds to discuss findings and share insights. Access collaborative tools over mobile devices. Einstein Analytics makes it possible for you and your teams to put their heads together for data solutions that lead to success.Analyze Your Business.
See team performance: Use real-time, easy-to-follow reports to chart team performance with Service Wave Analytics, identifying and improving trouble areas before they get out of hand.
Access relevant KPIs: Access Sales Analytics to explore key performance indicators, such as quota attainment, sales cycle, pipe generation, and more, across your entire organization, to ensure your strategy is always right on target.
Track call-center efficiency: See trends related to your customer support channels right on your home dashboard, so you can make informed decisions to promote better client services.
Chart changes: Track team performance across extended timelines and more easily see patterns, dips, and upcoming opportunities.
Eliminate the holes in your campaigns: Perform whitespace analysis to identify and close up the gaps in your strategy.Salesforce Einstein Analytics gives you the ability to put your business under the microscope. Chart progress, rate performance, and shore up weaknesses in real time, thanks to cloud-based dashboards and visually rich reports. Get a bird’s-eye view of your entire operation, or get up close and personal with individual data sets. With Einstein Analytics, the data that drives your business is always at your fingertips.Find the Key to Sales Success.
See the big picture: Explore all the data relevant to your sales operations in a single location via the Sales Executive Dashboard.
Eliminate borders: See your business across geographies, products, customer demographics, and time periods, for atrue view of how your sales are progressing.
Find the devil in the details:Increase win rates by digging down deep into the specifics of your sales pipeline.
Predict the future: Chart historical trends to accurately forecast which strategies are likely to be most effective with which leads. Additionally, employ the Salesforce Einstein AIfor automated predictive accuracy that improves over time.
Reduce churn: Get detailed insights into the motivations, preferences, and goals of each individual customer, ensuring personalized customer journey that is more likely to lead to conversion.
Focus on the right leads: Analyze your prospects to see which are the most likely to convert, and which are not.
Evaluate your lead sources: See which sources result in the most valuable leads, so you can better focus your efforts where they’re going to pay off.
Recognize your biggest wins: See your top-five closed deals, so that you can set standards that lead to real improvement.
Optimize the customer experience: Solve issues and track client satisfaction by the numbers, directly from the Salesforce platform, for happier clients and better returns across the board.Understand key performance drivers, recognize emerging trends, predict future events, and more. Optimize your pipeline, and give your sales associates the information they need to provide their customers with the best possible experience. Salesforce Einstein Analytics gives your sales team the power to turn data into insight, and insight into profit.Market Smarter.
Dive deeper: Get to the heart of your marketing data, with detailed analysis of funnels, campaigns, lead conversion rates, and even the marketing channels themselves.
Present the right message: Create messaging to spire and entice your target audience, and get valuable insight into the individuals who make up that audience.
Be your own data analyst: Marketing data analysis is too important to place in someone else’s hands. Become your own marketing analyst, with easy-to-use tools and clear, visually-focused reports.
Make B2B marketing your speciality: Take advantage of unique and effective B2B marketing tools to get ahead of the competition.
Understand the brand experience: Use reliable data to see what your clients see, and make positive changes with the customer experience as your key focus.The data that drives marketing campaigns is generally very complex, but that doesn’t mean that it should be confusing. Salesforce Analytic Cloud gives you the insight you need to get behind the data, and see what’s driving your business, what’s guiding your customers, and how your business can turn that information into real results.Optimize Service.
Set your priorities: Use service manager to prioritize open cases, so that the your teams always have a direct view of which customers need their attention.
Evaluate your accounts: Quickly identify which accounts have the largest number of cases and highest opportunity amount.
Connect with your agents: Access the dashboard and see at a glance which agents are responsible for which cases, then assign notifications for when specific conditions are met.
Review your service backlog: Compare relevant data, to identify service trends over time, and see how totals compare between years.Service is what keeps you clients coming back for more. Give your teams the tools to provide the levels of high-quality service that your customers expect, and then go above and beyond. Analytics cloud empowers you to optimize service.Revolutionize Analytics for Your Business.
Integrate with third-party applications: Extend your analytics aptitude beyond the Salesforce core systems, with advanced integration options for any third-party website.
Go mobile: Act on data wherever you are, with mobile access to every aspect of the Salesforce platform. Search resources, review vital data, and optimize your various campaigns all from your mobile smart device.
Automate your analysis efforts: Salesforce Einstein AI is designed to automatically analyze millions of data combinations, for results that are as informed as they are extensive.
Enjoy the highest level of data security: Share data across any device from anywhere, comfortable in the knowledge that Salesforce Einstein Analytics uses the same cloud security best practices as the core Salesforce Customer Success Platform, trusted by more than 150,000 businesses worldwide.
Push the limits: Extend your analytics abilities through custom-made applications, courtesy of app development tools from Salesforce Platform. Or, find the perfect ready-made app to fill your specific analytics needs, available from the Salesforce AppExchange.
Keep up the pace: Don’t let yourself get slowed down by having to work with data spread thin across your organization. Abandon the spreadsheets and cut your dependence upon IT, and let Salesforce Einstein Analytics consolidate your data in a single, central location, so that your business is as dynamic as the data that powers it. – Sumanth A[01/04/19]