Salesforce made one hell of a New Year's resolution : "To be the most user-friendly platform on earth." And they're off to a good start! Starting on February 14th, Salesforce will roll out the new spring’20 release to your environment with lots of new features. In this article I mention my top 5.
1. Clone Objects Along with Their Related Records
You can clone Opportunities and Campaigns with their related records. Eg: Opportunity Contact Roles, Products. Add the "clone with related" button to the page layout and you're good to go.
2. Focus on the Right Deals with Opportunity Scores
This former paid feature is now available for all users. Let artificial intelligence help you and your team prioritize opportunities so you can close more deals. Each opportunity is given a score, from 1 to 99, which is available on opportunity records and list views. To predict which opportunities are most likely to be won, Einstein analyzes your and your team’s past opportunities to build a scoring model. The criteria used in the analysis includes each opportunity’s and related account’s record details, history, and related activities. (contact us for more information on activation)
3. Mobile: An Upgraded Experience for All
In Spring ’20, all active Salesforce mobile app users get upgraded to the new Salesforce mobile app. Admins and users alike can take advantage of expanded customization options, powerful Lightning functionality, and improved performance. Join our free webinar on January 22nd to be fully prepared to make the transition.
4. Enhanced Search with Einstein Search (beta)
With Einstein Search, you can find and do things faster with search results that are more actionable and tailored to how you work in Salesforce.
5. Assign Tasks to a Queue to Share Work Efficiently
Let sales reps share their workload by setting up queues for tasks. Reps can assign tasks to their shared queues, and then individuals can take ownership of those tasks from the queue’s list view.
This was just a small selection of the wide range of new features. Check the release notes to learn more about the Spring ‘20 release for your Salesforce org or contact us.
Read the Spring '20 Release Notes here.