It’s Springtime for Salesforce
It is the time of the year again, and if you have not had the opportunity to digest the release notes of the Salesforce Spring ’20 update, which are available since February 17, 2020, we will cover 10 of the most interesting features.
- Free Opportunity Scores for Sales Cloud Einstein
In a highly competitive CRM market, artificial intelligence is an essential resource for suppliers who want to differentiate their offers from competitors and increase their market share.
Einstein Opportunity Scoring uses artificial intelligence to generate a quality score from 1 to 99 for each Opportunity.
The scores help sales teams to focus on higher-quality Opportunities that have a greater chance of closing than their lower-ranked counterparts. Scores are available in records, reports, forecast pages, and list views.
The Spring ’20 release provides all Sales Cloud users with access to Einstein Opportunity Scores at no additional cost!
- Increase productivity with local development for Lightning (Beta) web components
Lightning Web Components now offers local development so you can create component modules and see your changes live without publishing your components in an organization.
This change applies to Lightning Experience and all versions of the Salesforce application in the Enterprise, Performance, Unlimited and Developer editions.
- Help your chat agents respond faster with Einstein’s response recommendations (pilot)
Einstein’s response recommendations analyze chat transcript data to create chat responses that answer your clients’ questions.
Agents select the most relevant chat response from a list in the Lightning Service Console while communicating with customers.
After Einstein creates the suggested answers, approve or change to meet your company’s needs.
After an administrator approves the responses, they appear on the Einstein Suggestion Card in the Lightning Service Console.
While agents chat with customers, Einstein analyzes the chat and dynamically presents the most relevant responses.
Agents can select and send suggested answers that best solve their customers’ problems.
- Repetition made easy with cloning
The Clone with related action simplifies the handling of multiple repeated business processes.
When you click Clone with related, all records related to the original object are also added to the cloned object.
- Decide Email Scheduling in Lightning Experience
It turns out that sometimes sales representatives lose important emails if they arrive at unproductive hours.
This new feature in this version offers the option of defining your own preferred schedule for incoming emails, for example, at the beginning of the day.
This helps the user not to miss any important information. The ‘Scheduled Emails’ component allows users to alter the email’s decided dates and timings.
- Talk to customers wherever they want with the Channel menu
Offer your customers the opportunity to contact via any channel they wish. Customize an Embedded Channel Menu and add up to six channels – such as chat, phone, and custom URL for Salesforce Classic and Lightning only channels: text message, Facebook Messenger, and WhatsApp – and the agents can respond directly from their Service Cloud.
- Empty the Recycle bin with a Lightning speed- all at once
Previously, it was a difficult task for Lightning Experience users to clean the trash completely. Users can now empty the Trash from the Salesforce organization with a single click on Lightning Experience.
In the past, users had to choose individual items to remove or switch to Salesforce Classic to permanently delete all items at once. Now, with the new version, it is possible to do this.
- Organizing Queues for Sharing Tasks
To share work between sales representatives, there is a new feature in this version that assigns tasks to a queue.
Users can assign tasks to shared queues and, consequently, those responsible can own this job in the view.
All relevant users in the queue can contribute to the assignment of tasks. This gives liberty to all, not confining the entire chunk on one person’s head. It can be done as a team activity.
- Filter Opportunity Products
A quick improvement on the Opportunity product page makes it easy to find specific products.
If you have opportunities with many lines of opportunity products, scrolling down to find a specific line is definitely a pain, but no more.
Now a handy search bar and a filter list have been added to the page that allows you to search for a specific product and narrow the Opportunity Product records to just what you searched for. Super handy.
- Protect Your Sandbox Data with Salesforce Data Mask
Salesforce Data Mask is a powerful new data protection feature for Salesforce administrators and developers.
Instead of providing data manually and accessing the sandbox org, administrators can use Data Mask to automatically mask data in the sandbox.
Salesforce has a lot to offer and the latest release of Spring ’20 says it all. Testing is the only way to understand the positive aspects of this release.
There are many more features available in the Salesforce Spring’ 20 release. This article covers just a small set of our favorites.
To check out all of Salesforce’s latest features, please review the Salesforce Spring ’20 release notes.