5 Noteworthy Sales Cloud Features in the Salesforce Spring '17 Release


The Salesforce Spring ’17 release is being rolled out to all ORGs later this week, so it’s time to do a recap of my favorite features coming up in the new release. This release includes some of the most-requested Lightning Experience usability enhancements. If you’re like me and have been hesitant to switch your Sales Cloud users over to the Lightning Experience, this release might change your mind.

Are you ready to switch to the Lightning Experience?

Assess your readiness to switch to the Lightning Experience by using the new readiness check. Available from the Salesforce setup menu, you now have the ability to request a personalized readiness report, which includes recommendations on how to switch over to the Lightning Experience. You will also have the ability to sign up for a free consultation with a Lightning Experience expert who will help you implement the recommendations.

Learn more about Lightning Experience Readiness →

Quick access to common tools with the utility bar

The new utility bar is similar to the home page components in Salesforce Classic and the footer in the Salesforce Classic console apps. It gives users quick access to common productivity tools, such as Notes and Recent items. The utility bar, which is only available in the Lightning Experience, is located at the bottom of each page as a fixed footer. You can specify how big the bar is and what label and icon you want to display.

Learn more about the utility bar →

Mass-update, clone, remove, and add campaign members with just a few clicks

As a marketing professional, this feature will come in handy for me. The Campaign related list now allows marketing to mass-update, remove or clone members.

Learn more about Campaign Member actions →

Detect and merge duplicate Accounts and Contacts

Keep the Accounts and Contacts within your Salesforce instance free of clutter by displaying duplicate records. You can now stop a sales rep from ruining your data by giving your reps permission to merge records. This was previously available in Salesforce Classic and is a part of the Spring ’17 release for the Lightning Experience. When you enable duplicate and matching rules for account and contacts, potential duplicates will be returned when an Account or Contact is created.

Learn more about duplicate detection →

Share chatter posts within the Lightning Experience and Communities

Want to share chatter posts with your followers? Available in the Lighting Experience and in the Napili Community template you can share chatter posts and add your own introductory remarks before you post.

Learn more about sharing chatter posts →

What are your favourite features in the Spring ’17 release?

Share them with me via email, send me a tweet @jennamolby, or leave a comment

Related Posts

  • 13/04/2017
    How to Use Salesforce Campaigns in Pardot to Track Campaign Influence

    Identifying which campaigns and channels have influenced an opportunity is a key piece of information to see which marketing campaigns are the most effective. In this tutorial, I’ll walk you through how I use Salesforce campaigns in Pardot to track campaign influence.

  • 19/04/2016
    Everything You Need to Know About Pardot’s Salesforce Integration

    Pardot’s Salesforce connector can be used to pass data back and forth between Pardot and Salesforce. In this article, learn everything about the Salesforce connector including what objects are synced, what happens if the prospect already exists in Pardot and how to map Salesforce users to Pardot users.

  • 29/03/2016
    Salesforce Engage Alerts Cheat Sheet

    Salesforce Engage Alerts provide real-time notifications about prospect activity to your desktop and through Salesforce1. You can create your own filters based on activity type, group by region, country and more. Download this one-page Salesforce Engage Alerts Cheat Sheet to help you identify what all the colours, icons and filters mean within the Salesforce Engage Alerts tool.

Leave A Comment

Your email address will not be published. Required fields are marked *

About Me

Welcome to my blog, where I share, tips, tricks, thoughts and solutions that I learn in my daily life as a sales and marketing professional.


Most Commented
Popular Posts