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Salesforce Spring ’18 Release Notes Review

Spring is in the air… if you are in the Northern Hemisphere… in Australia (where I am) it is stinking hot Summer in the air.

By now your sandboxes have been updated and you should be wondering when will that Bear be watering my production environment. The answer is Feb 11 (for APAC orgs.)

Below I have reviewed the release notes and provided a greatest hits list for some of the new features that caught my eye. Please reach out if you have any questions, I would be happy to answer them.

Lightning Changes

Personalized Navigation

Lightning Apps allow Admins to select the Tabs that will be available to users, but with this feature, the power to customise the application tabs is in the hands of your users (like it was in classic.) Users can reorder, remove and rename the tabs in their application.

https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_lightning_personalized_nav.htm

 

Themes in Lightning Experience

Last release Lightning introduced the coloured background to increase the contrast within the application, now these can be customised to your preferences or branding guidelines.

Create themes that control the colours, banners, images and avatars for your org. The themes can be applied at the org level and at the application level.

https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_lightning_themes.htm

 

New URL

Salesforce is changing the URL used in Lightning Experience. The new format is now readable, for example:

  • Current format: https://<lightning.domain.com>/one/one.app/#/sObject/Account/home
  • New format: https://<lightning.domain.com>/lightning/o/Account/home

This feature needs to be enabled in all orgs that were created prior to Spring ‘18.

https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_general_enhanced_urls_cruc.htm

 


Quick Text and Macros

Macros are available in Lightning apps on most standard and custom objects. Quick text joins your Lightning Experience toolbox.

https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_general_macros_quicktext.htm

 

Force.com is now the Lightning Platform

Force.com has been renamed Lightning Platform. That is all.

https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_general_force_dot_com_rebrand.htm

 

Path Updates

The Path feature is now available on Cases, Accounts and Campaigns.

 

Collapsible Sections Lightning Component

There is a new component in town, think of it like the Salesforce Tabs Component but vertically stacked. You can put any other component within a section of the component.

 

Salesforce Surveys

I imagine that there would be a lot of businesses on the AppExchange that are concerned that Salesforce has built their own functionality for what was a classic and well used flatform extension.

Surveys can be added to Lightning Pages and Communities. This will be a fantastic way to collect information.

https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_general_surveys.htm

 

Duplicate Jobs

Administrators can now run a duplicate job check to get all the records that match the defined duplicate rules. This will make keeping a database nice and clean.

https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_sales_data_quality_duplicate_jobs.htm

 

Flow

This release see’s the Salesforce Flow engine get a massive upgrade. The tool seems to be getting more and more customisable. These features seem to require the standard flow engine to be extended with the help of Lightning Components and code (which means you’ll need a developer.)

Some of the noteworthy features:

  • Customise the styling of a flow with a lightning component.
  • Upload files into a flow
  • Override the standard header and footer of a flow
  • Launch Flows into subtabs of lightning console apps
  • Launch a flow from an object specific action
  • Bulk flow handling improvements

https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_forcecom_flow.htm

 

LinkedIn Advertising Integration with Leads

Link your LinkedIn advertisements with Salesforce Leads. This integration will allow a mapping from your LinkedIn advertisement into your Lead object.

https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_sales_features_core_leads_linkedin_integration.htm

 

Shield

Shield platform encryption keeps getting attention and featured. This release brings many new features to the table for those customers who require encryption of their customer database.

Some of the notable features:

  • Bring your own key. Now you don’t have to use the Salesforce generated key, but can generate one yourself and upload it to Salesforce.
  • More fields are available for encryption on Contracts and Opportunities now.
  • Encryption can be applied to Activities, Emails, Email to Case and the name of a custom object (pilot feature.)
  • Include encryption fields in duplicate matching rules.
  • Mass decrypt fields. If you want to make a change to the fields that you encrypt or change a tenant secret, then you can now disable encryption for a field and the system will decrypt it automatically.
  • Check your encryption coverage statistics.

https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_security_pe.htm

 

Sales Cloud Features

Lead Conversion Control

The Lead conversion process can now be controlled by your administrators. Take control over the default Opportunity creation process when a Lead is created or hide the section all together.

https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_sales_features_core_leads_conversion_oppty_config.htm

 

Campaign Enhancements

The Campaign page now has a quick component which allows Leads, Contacts and Person Accounts to all be added to a Campaign from the one screen. From the Campaign Members related list, click Add Contacts.

https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_sales_features_core_campaigns_add_members.htm

 

Opportunity Splits now in Lightning

That is all.

 

Service Cloud Essentials

A new Service Cloud license has been created called Service Cloud Essentials. This is targeted at Small businesses looking to build their CRM customer services platform. Not much more detail on this yet, but looks to target those smaller businesses that usually look elsewhere when they see the Salesforce sticker price.

https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_salesforce_service_cloud_essentials.htm

 

Social Customer Service

Social Customer Service gets an overhaul this release with the ability to view even more information about your customers social presence, sentiment and author labels.

https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_social_customer_service_find_out_the_buzz.htm

 

Lightning Experience Report Builder

Still in Beta but with heaps of new features added, the Lightning Experience Report Builder now lets you use buckets, cross filter records, summarise data and use formula columns.

https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_rd_reports_lightning_report_builder.htm

 

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