Wednesday, January 11, 2017

Salesforce Spring 17 Sales Cloud Improvements

With the Spring 17 Salesforce release, many exciting features are forthcoming.  Over the month we will be reviewing each of the clouds and how they will be changing.  We will start with Sales Cloud since it touches the most users.

The key features that we will be covering are:
  • Forecasting in Lighting
  • Kanban Views for Anything
  • Re-Captcha on Forms
  • Lead Scoring in Salesforce
When it comes to Lightning, it has greatly evolved and introduced a great User Interface.  However, one thing that has consistently been missing for most organizations is Forecasting.  Well, no more.  In the Spring Release this is finally being resolved.  Now, if you are using Collaborative Forecasting you will be able to access your Forecasts in Lighting.  This is a great step forward for customers with Sales Teams who have been waiting for Forecasting before moving to Lightning.  Unfortunately you can’t see the Quota Attainment or see a specific user’s forecast, but these will have a great impact on Sales Managers who could still use Salesforce Classic.  You can see the complete release details here on this feature here.
Salesforce Forecasting in Lightning
When Salesforce Lightning was first introduced, a big feature that users loved was the Kanban view on Opportunities and Leads.  Well, now you can see it just about anywhere in Salesforce Lightning.  You just have to click the cog (in the top right corner of a list view) and you can see this on anything.  You can see the complete release details here on this feature here.

On the Web to Lead forms, not much has changed, nor has it needed to.  That is because the Web to Lead forms do what they need to.  However, there was always the high risk of SPAM leads coming in from bots.  Well, no more.  You can now, out of the box, have a CAPTCHA code on your Web to Lead form.  You can see the complete release details here on this feature here.

Finally, Salesforce is introducing a feature (as a beta) that will allow you to leverage the Einstein Machine Learning to score your leads.  Previously this was only available if you were using a Marketing Automation tool like Hubspot and Marketo.  You can see some initial details about this here.


To learn more about when Spring 17 will be available in your org, you can visit the Salesforce Status Page (https://status.salesforce.com/status) and on the right side you will see the dates the Spring Release is being introduced to your Salesforce instance.   

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