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Tip of the Week

Tip of the Week – Simplifying Salesforce Spring ’18 (Part 2 of 3)

The Spring ‘18 release of Salesforce is big. Really big! So we have put together a 3 part series to simplify everything and highlight 15 of the top features. Welcome to part 2 of 3 of our guide to a simplified Spring ’18 Salesforce release. If you missed last week’s part 1, you can catch up here. For part 2 … read on!

Salesforce Surveys

Gathering quality feedback from clients and customers can be a key to growth and success and a source of giant headaches, all at the same time. While there are a large number of survey apps out there on the AppExchange, as part of the Spring release, Salesforce has created an intuitive survey builder. The easier it is to gather feedback, the better.

The best part about this feature, is that all your survey data is stored in your org, so you can view data, create reports and dashboards, and share insights within your company. This feature is generally available in Classic and Lightning Experience.

Data Privacy and GDPR (General Data Protection Regulation)

Coming in May, new regulations in Europe will play a big role in shaping how companies use and collect data on individuals. Salesforce has rolled out a number of changes to help make it easy for you to approach the coming changes and remain compliant. Some specifics are:

  • New Objects
    • There are many new objects, and particularly the “Individual” object will help companies remain compliant. This object allows tracking of individual customers and their individual preferences and data.
  • Delete Log Files
    • GDPR states that individuals can request to have their data deleted, so Salesforce has added the ability to delete data, and the associated log files
  • Data Privacy Preferences
    • Spring ‘18 makes is possible to store specific preference for individuals
  • Email Read receipts
    • If desired, Salesforce now allows for preventing users from getting read receipts for email messages they send.
  • Additional Resources
    • Finally, if all of this feels complex, Salesforce has added plenty of resources to help guide you

Custom Navigation Bar

In last week’s post, we talked about the highly anticipated customization features included in myLightning, which allows users the ability to customize the look and layout of their screens. Another customization feature being added as part of this release is: users can now significantly modify their navigation bar.

In Lightning, you can now add any object, no matter how granular, to your navigation bar. Accounts, Dashboards or even individual records, or whatever object you need easy access to, can now be popped right onto your nav bar. Further navigation bar updates allow you to reorder items, rename or remove items that you’ve added and add temporary tabs for individualized sessions.

 

Image of two young businessmen using touchpad at meeting

 

CPQ (Configure Price Quote) and Billing Improvements

Salesforce CPQ and Billing offers an end-to-end solution for creating quotes, closing deals, settling invoices, and reporting revenue.  – Salesforce

What’s not to like about that? All directly in Salesforce.

For CPQ, Salesforce is adding:

  • Updated Visualforce pages and line selection abilities
  • The ability to track the status of background contracting jobs
  • Use of the Prorate Multiplier for Order Products

For Billing, Salesforce is adding:

  • Customized billing with dynamic invoice plans
  • Better tools to manage tax for credit and debit notes
  • Improved reporting tools
  • A new payment center to seamlessly manage invoices and payments
  • Pre-rated usage for order products

Community Calendars

The introduction of Community Calendars allows users to share and view calendars from their Lightning community. This is a great way to keep in touch with everyone in your community, plan group events and coordinate meetings. The details of your calendar are also customizable, so if you don’t want to see it on the side panel, no problem. Finally, you can choose who sees your calendar and add the calendars of other team members that you want to view. Simple but effective.

That rounds it up for today’s installment. We hope you learned something and will see you here next week for the final installment of Simplifying Salesforce Spring ‘18!

-Ryan and the CMB Team

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