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

  • 02/06/2020
    7 Tips for Organizing Your Campaigns in Salesforce

    Salesforce campaigns can help you track each of your marketing initiatives in detail. These can include online advertisements, emails, or more specialized marketing events such as demos and tradeshows. You can use campaigns to analyze how many leads you are generating, how much pipeline you are building, and how many deals are closing as a result of your marketing efforts. However, in order to track and analyze your campaigns effectively, you need to have an organizational structure in place. Whether you are setting up campaigns for the first time or looking for a way to get more out of campaigns, here are 7 tips to help you get started with your campaign organization.

  • 01/03/2020
    A Beginners Guide to Date Stamping in Salesforce

    Date stamping can be used in Salesforce to record the date or date/time when a particular field is changed. This is used frequently for capturing the date the lead entered a particular stage or when a lead was first actioned. These fields can be used in reports and dashboards. Let’s dive into how to set this up and some example use cases.

  • 17/12/2019
    8 Noteworthy Features in the Salesforce Spring ’20 Release

    The Salesforce Spring ’20 release is quickly approaching and soon you’ll be able to take advantage of exciting new features and functionality. Here is a recap of 8 of my favorite features in the release, assigning tasks to a queue, group permission sets, before-save updates in flows and more.

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 Marketing Operations leader.

Most Commented
Popular Posts