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Salesforce Winter ’18 Release Notes: a tardy review!

Author: James Keaney

I know Spring ’18 is around the corner, but I thought I would back fill my release notes summaries. (Apologies for the tardiness of this post.) There were some big changes in the Lightning Experience features in Salesforce’s latest release, and I am pleased to have reviewed the release notes to bring you this post of the features that I think are the most notable. I hope everyone has had a great break over the New Year!

 

Lightning Experience Gets a New Look and Feel

The biggest change in this release was the UI updates made to the Lightning Design System. Most notable is the new blue background colour that you would be used to by now. This can be hidden and reverted back to the uniform grey white. This background will become fully customised in one of the upcoming releases.

https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_general_lightning_look_and_feel.htm

Leads: Speed Through Lead Conversions with Added Flexibility

The Lead conversion process has been upgraded in this release. Now users can enjoy the feature parity with the old classic conversion process. The new conversion screen allows users to create new Accounts, Contacts and Opportunities from the Lead, as well as being able to take advantage of the matching rules engine to match an existing record.

https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_sales_features_core_leads_new_convert_ui.htm

Expand Your Reps’ Email Reach with List Email

Emails can now be send from list views to multiple contact, lead and person accounts. This will merge fields as well. This is one of those features that users have expected but lived without for years.

https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_sales_productivity_email.htm

Edit More Records at Once with Mass Inline Editing

List views can now edit records in line, up to 200 at a time.

https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_sales_productivity_list_views_mass_inline_edit.htm

Route Work to Agents in Lightning Experience (Generally Available)

Omni Channel is now GA in Lightning. This means that the Case routing feature that allows you to switch the way you take on cases in your business is available in the nw Lightning Experience. Agents can now accept or reject Cases based on their skills and status. This also includes the ability to push web chats to agents.

https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_omnichannel_lex.htm

Build Macros and Save Time in Lightning Experience

Actions can now be built by agents using Macro’s in Lightning. Build a macro for your team to quickly close a case or put bulk Cases on hold.

https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_macros_builder.htm

Use Case Milestones in Lightning Experience

Milestones and Entitlements are now support in lightning experience. This includes a new lightning component which shows the time and details of the current support milestone on a Case record.

https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_cases_milestone_comp.htm

Chat with Customers in Lightning Experience

Web Chat is now fully supported in Lightning. The console now comes alive with chats that can be routed through Omni Channel into a window which allows you to communicate live with your customers, view their past chats and even link to a Case record.

https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_live_agent_lex.htm

Lightning Report Builder (Beta)

Orgs can turn on the Lightning Report Builder to try out the brand new reporting engine that you will get to know and love this year. The report build is build with the new design in mind and include automatic report type selection based on your groupings, edit charts in the builder. Keep in mind that this is in beta and includes a long list of features that are not supported. You can hand this out to individual users with a permission set if you want to try it out.

https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_rd_reports_lightning_report_builder.htm

Embed Dashboards on the Home Tab and in Lightning Apps

Dashboards can now be added to the home page app in Lightning experience. This is a big win for ensuring that the right information is in the right place for your users.

https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_rd_dashboards_embed_dashboards.htm

Make Your Lightning Pages Dynamic

Lightning pages can be set up to be made Dynamic. This means that you can control the visibility of a component based on the record attributes. For example, for a Case which is for a Contact that is not in the system, display the create new Contact flow that will create the record and link it to the case on the screen. If the Contact is linked, then the flow will be hidden.

https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_forcecom_lab_dynamic_pages.htm

View Related List Data Quickly with Related List Quick Links

A new component has been introduced which allows you to hover and view related lists in lightning the same way that used to be in Classic!

https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_forcecom_lab_related_list_quick_links_comp.htm

Track Time with the Time Field Type (Beta)

There is a new field type in town: time! This can be used to track the time of cases, events and project management. To support using time in formulas, this beta release introduces the TIMEVALUE and TIMENOW functions, as well as new HOUR, MINUTE, SECOND and MILLISECOND functions.

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Thank you for your time and attention. If you have any questions please reach out to me and the team at Cludo.

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