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

In:

The Salesforce Winter ’17 release is almost here! So it’s time to do a recap of my favourite features coming up in the new release. This release has a whopping 300 new and improved features that came from over 65,000 suggestions on the IdeaExchange! Here are my top 5 picks for the Winter ’17 release including customizable campaign influence, activity filters and the ability to add multiple people to campaigns quickly.

Relate contacts to multiple accounts

Contacts can now be connected to multiple accounts. Your sales reps will easily be able to manage the relationships between people and businesses. This many-to-many data model is available in Lightning Experience, Salesforce Classic and all versions of the Salesforce1 mobile app.

Learn more about account contact relationships →

Customizable Campaign Influence

Out of the box, the Salesforce influence model attributes 100% of revenue credit to the primary campaign and 0% to any other campaigns.

Customizable campaign influence allows you to setup multiple ways of tracking the influence that marketing campaigns have on opportunities. This means improved alignment between sales and marketing as well as better business intelligence.

For example, you can create a model that would evenly distribute credit for an opportunity across all campaigns that the lead touched, or set up a model that distributes 100% of the credit to the last campaign the lead touched.

Learn more about campaign influence →

Activity Filters

Sales reps can now filter their activity timeline to show the content that’s most relevant to them. Reps can filter by date range, activity type or both. This feature is only available in Lightning Experience.

temp_timline_filter

Learn more about activity filters →

Add members to a campaign quickly

Maybe sales reps will add more leads to your marketing campaigns now that you can bulk add them from list views. From lead and contact views sales reps can effortlessly add up to 200 members at a time to a campaign by clicking on the add to campaign button and assigning a status to them. This feature is available in Lightning Experience and Salesforce Classic

add-campaign-members-quickly-salesforce

Learn more about adding campaign members →

Google calendar sync

Your sales reps now have an easy way to get their Google Calendar events into salesforce with NO DATA ENTRY. The new Lightning Sync works with Google Calendar so sales reps can get important information into Salesforce effortlessly. This feature is available in both Lightning Experience and Salesforce Classic.

Learn more about Google Calendar sync →

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

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

Related Posts

  • 21/07/2017
    How to Integrate Zoom with Marketo: Tips and Best Practices

    A couple weeks ago my company decided to switch from using WebEx for webinars to Zoom for webinars. Since Zoom doesn’t have a native integration with Marketo, you need to use Marketo web hooks to get the data from Marketo to Zoom. I’m going to share with you everything I learned from integrating the two platforms to save you some headaches if you run into the same issues.






  • 05/07/2017
    Make Your Marketo Forms More User-Friendly With This Tip

    I was registering for a webinar this week and when I went to select my Country from the drop-down, I was greeted with a search feature for the drop-down. I immediately started Googling what JavaScript plugin they were using to see if I could use it on Marketo forms. It turns out, you can and not only is it super easy to implement, but it also makes long drop-down in your Marketo forms more user-friendly. I’ll walk you through how I did this in 4 easy steps.






  • 24/05/2017
    8 Tips for Creating Marketo 2.0 Email Templates From Scratch

    Over the past couple of months, I have been creating email templates using the new(ish) email template syntax in Marketo and I’ve learned a couple tricks along the way. To save you from some headaches, here are 8 tips that I’ve learned from creating Marketo 2.0 email templates from scratch.






Leave A Comment

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

About Me

I’m a Marketing Operations Manager and Marketo Certified Expert who is passionate about front-end development, web design, data, and email marketing. LEARN MORE

Categories
Most Commented
Popular Posts