A Deep Dive In Salesforce Summer ’18 Features

Salesforce has recently released its Summer ’18 notes for its users all across the world

A Deep Dive In Salesforce Summer ’18 Features

Find Out What Summer ’18 Release Notes Of Salesforce Are

Salesforce has recently released its Summer ’18 notes for its users all across the world. It is the time when all Salesforce users will be keen to work on the updates and the new features introduced in their Salesforce org over the coming months. The release notes as expected have arrived with new and advanced features delivering brief and high-level descriptions of enhancements. In this summer release note you will find the comprehensive list of tips of getting started with Salesforce, complete setup information, and the best practices to ensure the success of your business.

Some of the newly introduced features in Summer ’18 would come to affect in the system immediately as soon as the user goes live. Thus, you must aware your users beforehand about these changes so that they can be prepared. There are also some features that would require the permission of system administrator to be implemented henceforth.

  • Salesforce Overall

Improved Productivity in Lightning Experience with more ways to discover, adopt, and personalize.

Encourage users to discover and adopt Lightning Experience with automatic switching and feature prompts.

Track Lightning Experience usage to better understand and optimize your adoption. See where you’re going before you click with shorter and easier to read URLs.

Personalize the navigation bar in Lightning Experience with fewer clicks. Make global search more specific with object-level searching, and use synonym groups without having to create them. Show what’s most important to you in list views
with more-detailed filters. Organize records with theme-based topics. Enhance your console app with guided flows, improved link sharing, and more Lightning Console JavaScript APIs. Get guidance on keeping individuals’ personal data secure and private.

  

 

 

  

  • Search the Object You Want Easily From Anywhere

When you want to search an object, cut the clutter, and see results only for what you’re searching for, from anywhere in the app. Choose any searchable object in the dropdown list next to the global search box. Enter your search term, and both instant results and full search results are limited to that object.

 

  • Organize Records With Topics

Topics provide a way to organize records by theme. Now you can use topics on records in Lightning Experience by adding the Topics component to record pages. Topics are automatically enabled for all available standard objects. If you used topics on records in Salesforce Classic, after you add the Topics component, your users see previously added topics on the same records in Lightning Experience.

 

  • Collaborative Forecasts: More Detailed Forecasts & Forecasting Options

Let your sales team forecast opportunity revenue and quantity based on schedule and product dates. Forecasting by schedule or product date can provide a more accurate view of expected sales than forecasting by opportunity close date.

If your sales team forecasts on product families, give your reps a clearer view of where their product family forecast amounts come from. In the opportunity list on the forecasts page, show the product family totals—not just the overall opportunity totals—that roll up into product family forecast amounts.

 

  • Lead Conversion

Users can experience faster lead conversion with improved support for the contacts to multiple accounts feature. Let sales reps add opportunities faster during lead conversion. And have more control over who can merge and delete leads.

If your business uses Contacts to Multiple Accounts, when sales reps convert a lead to an existing contact, they can now associate the contact with a new or existing account. Sales reps can now expand the Opportunity section of the Convert Lead window by clicking the opportunity name. In Setup, the option Select Don’t Create an Opportunity by Default in Convert Lead Window now works in Salesforce Classic.

 A new lead setting and changes to organization-wide defaults improve your control over who can merge and delete leads. The Public Read/Write/Transfer organization-wide default now only allows users to merge and delete leads if your org also has the Org-Wide Merge and Delete setting.

   

  • Lightning Dialer

Sales reps can record multiple voicemail messages for different types of prospects, then “drop” (or send) the prerecorded messages to recipients’ voicemail boxes. Reps are no longer limited to a single voicemail drop recording. Less time leaving messages means more time selling. Increase the number of customers who engage with your team’s calls. Local Presence dynamically displays phone numbers with the same area code as the prospects your reps are calling, so more calls are answered. The phone numbers are dedicated to your org. When a prospective customer returns the call, Local Presence routes it to the rep who made the initial call. When dialing, sales reps previously saw a Dialing state that didn’t allow reps to take notes or log calls that weren’t connected. Lightning Dialer now automatically transitions to an active screen while dialing. Reps can log call details even if a prospect doesn’t answer.

 

  • Lightning Data

When someone on your sales team declines new data from a third-party data service, the status of those records is changed to Reviewed. Now those records retain that status until someone updates them manually or the data service record becomes unavailable. Previously, the Reviewed status was changed back to Different whenever the data integration rule ran.

 Lightning Data packages now convert currency values from US dollars to the record currency. Any numerical field mapped to a currency type field is converted using the conversion rate you’ve defined when enabling multiple currencies.

 

 HAVE ANY QUESTIONS?

 

  • Cases

Edit or create up to 100 records in a list view, except for recently viewed lists, with a mass quick action. You can use a mass quick action with cases, leads, accounts, campaigns, contacts, opportunities, work orders, and custom objects in Lightning Experience. Previously, create and update mass quick actions only worked on cases, leads, and custom objects in Lightning Experience.

Add internal comments right where you need them. Agents can insert a case comment when they close a case. No more switching to the Case Comments related list before closing a case! Previously, you had to switch to the Case Comments related list, add a comment or update one, then close the case.

A case can have lots of changes during its life cycle. To help your agents stay on top of things, email notifications now work in Lightning Experience. Agents receive an email when the case owner changes and when case comments are added. Even contacts can receive email notifications when the case is created, updated, or comments are added. Previously, case email notifications worked only in Salesforce Classic.

Search for comments associated with your case from the Service Console in Lightning Experience. Previously, you couldn’t search for case comments.

Salesforce summer 18

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