The latest Salesforce release, Summer ’17 has landed and a host of great new features across the Salesforce platform are now available to users.
Here are our top 10 features you should be sure to check out:
1) Lightning for Gmail
Experience the power of Salesforce Lightning CRM, now in Gmail.
See the power of your Salesforce Lightning CRM and the Lightning App Builder right in Gmail. Lightning for Gmail is a brand-new, native integration between Salesforce CRM and Gmail that lets you see all of the contextual records related to each email, bring new apps into the Gmail side panel, and much more. It’s the power of Lightning, now in Gmail.
2) Lightning Report Builder
Build powerful reports, lightning fast. Hide the complexity of report building from users so they only see a simple and intuitive interface. New Lightning report builder is completely redesigned to focus on a business user that needs access to their data in minutes.
3) Lightning Contact Hierarchy
Visualise Contact Hierarchies, now in the Lightning Experience. See up to 2,000 records in a easy-to-read, easy-to-use visual display with Contact Hierarchies — now in Lightning. Quickly configure and customise displayed columns. Plus, see detailed information about that record and its related lists just by hovering over a record name.
4) Data Quality: Duplicate Detection Across Objects, Better Duplicate Alerts, and Assessments of AppExchange Package Data
Salesforce have created standard duplicate rules that work across contacts and leads. In Lightning Experience, you can now use the Potential Duplicates component to surface potential duplicates that span objects. They’ve also streamlined duplicate alerts when reps create or edit records in Lightning Experience. It all helps protect your company’s reputation, keep your data clean, and make sales reps more successful. And before you purchase AppExchange packages with industry data, make sure that the data can enhance your sales efforts by getting a free Data Assessment.
5) Microsoft® Integration: More Improvements, Increased Productivity
Help reps maximise productivity directly from their Microsoft email and calendars. Now Lightning for Outlook integrates with more features, like Email Experience and Email Templates. Reps can take advantage of even more Salesforce content from the comfort of Microsoft Outlook®. And for Microsoft Office 365® and Lightning Experience users, now Lightning Sync can sync reps’ events both ways between their Microsoft and Salesforce calendars.
6) Pardot Features
Manage Prospect Assignments from Engagement Programs via Salesforce Queues.
Push unassigned prospects to your Salesforce queues, and manage prospect assignments using your workflows in Salesforce.
Adjust Scoring Category Scores Based on Prospect Activity: Increase or decrease a prospect’s Scoring Category score. The new Adjust Score in Scoring Category Engagement Program action lets you adjust scores for product lines, regions, and divisions, right from your Engagement Program.
Check Scoring Category Scores in Engagement Programs: Segment and define paths based on a prospect’s score in a specific scoring category. Now you can segment prospects based on different product lines, regions, and divisions, right from your Engagement Program.
7) Mobile: Improved Search and Approvals, Updated Requirements, and Mobile Classic Retirement
Salesforce mobile apps help your users stay productive throughout their busy days, no matter where they are. So Salesforce have added new ways to help your users outside of the office. Salesforce1 offers improvements to search, approvals, and many other sales features, so sales professionals can take care of even more business from their phones.
8) Case Improvements
Less Is More—the Compact Case Feed
If you’ve ever had a case that drags on and on, you know that the case feed becomes a very busy place. So summer ’17 will cut out “noise” for your agents using Lightning Service Console. Filter Your Case Feed in Lightning Experience Support agents can find what they’re looking for in a case faster by using filters in feed-based case page layouts. This change applies to Lightning Experience only.
9) Service Console: Increased Efficiency for All (Generally Available)
The Service Console in Lightning Experience is now generally available and includes a bunch of enhancements. Features like split view, keyboard shortcuts, case hovers, and more are aimed at keeping your support agents productive. With Community 360, agents can see which articles a customer has looked at. But we didn’t forget about our awesome admins. Now you can set up service-related features like Lightning Communities and Lightning Knowledge in a jiffy.
10) Chatter Improvements
Organise your feeds and discover relevant people to follow and groups to join.
Feeds: Enhanced Streams, Search, and Publisher Streams have a new home, actions, and notifications. Sort feed global search results by relevance. The Chatter publisher has improved security, speed, and rich-text options for comments and answers.
Groups: Improved Member Management, Notification Settings, and Group Information Enjoy consolidated member management, updating your notification settings with ease in the group page, and seeing and doing more in the group tile view.
Those are our top features that could really make a difference to your Salesforce Org.
If you need support implementing any of these features contact us on 08456 525 625 or simply fill in your details here.