No need for a groundhog to tell us whether or not Spring has arrived.
Salesforce ushers in the Spring season with their Spring 17 release.
The Spring 17 Release Notes contain a mix of Lightning Experience features as Salesforce continues its steady roll-out, along with Classic features for those who have not fully migrated. Here’s a quick look at a few of the new features in the latest release…
The Genius of Einstein for Sales Cloud
Sales Cloud Einstein is new in Lightning Experience and contains four new features to help your team. Lead Insights is one of these features which uses artificial intelligence (AI) to combine data science and machine learning to prioritize Leads for your business. It displays a predictive Lead score (1-99) based on what fields are important to you.
Lead Insights is available in list views, reports, dashboards, and lead detail pages.
This feature is available in both Classic and Lightning experience.
Additional subscription fees may apply.
Please contact the Cloud Co-Op team for pricing details.
Consistent Seal of Approval
Users now enjoy the same approval experience regardless of platform: Lightning Experience, Salesforce Classic, or Salesforce1. No need to frantically search through records to find which one contained an approval process.
The Items to Approve component in the Lightning App Builder and the Approval Request navigation bar allow users to view pending approvals in one convenient location. This eliminates the need to switch between Salesforce Classic and Lightning Experience.
Additionally, Lightning Experience and Salesforce1 users can now manually select the next approver in your process if required to do so. This capability was previously limited to Salesforce Classic only.
Let’s not forget the classic UI
Salesforce continues to roll out more Lightning features since its initial release a few years ago, but many users have not fully migrated from Salesforce Classic. Have no fear, this release still produced features for those of you who have not yet been “struck” by Lightning.
In addition to the features above, Flows received a Lightning Experience skin giving it the look and feel while remaining in Salesforce Classic. All it takes is enabling the Lightning runtime from Process Automation Settings.
Similarly, the Process Builder Icon designs now match the Lightning Experience whether you are in Salesforce Classic or Lightning.
Overall, Salesforce continues to expand its Lightning Experience with more features while providing its Classic users a similar feel. Check it out and see for yourself.
Sean Lee US Army Veteran Certified Salesforce Consultant Ft. Lauderdale, FL
Groundhog Credit: Hema Narayanan Moment Getty Images