Salesforce Sales Cloud – Get ready for the Spring ’18 Release

Are you ready for the Salesforce Spring 18 release? We sure know we are! Make sure you familiarise yourself with the exciting new features available in the Sales Cloud.


A few highlights

  • Related List Quick Links on Records:
    • Displays related lists without having to scroll
    • Action a record on the related list directly
  • Accounts: 
    • Matched Leads can convert directly into the Account
    • Territories show up as a Related List
    • Accounts can have Paths (similar to Sales Path on the Opportunities)
  • Opportunities:
    • Opportunity Splits in LEX
    • Single-click creation of Opportunity Team from the Account Team
  • Activity Management:
    • Activity Timeline display preference to reduce scrolling
    • “Clear All” option for Activity Reminders
    • Event Reminders to alert to upcoming meetings/appointments
    • Integrated Emails allowing predefined recipient fields
  • Reports and Dashboards:
    • Global Search and Ability to “Favourite” Report Folders to help locate reports quickly
    • Enhanced Filtering – including Role Hierarchy Filtering and Cross Filtering
    • Improved Summary actions – including Summary Formulas and Bucketing
    • Dashboard Themes – by Dashboard or Component
  • Lightning Console
    • Pinned Regions for better usability
    • Lightning Dialler to help with call coaching
  • Einstein
    • Opportunity Scoring to help prioritize your pipeline

Want more information? Check out these Release Notes for more information.