Salesforce

Salesforce Spring ’18 – New Release

Next weekend, on February 2nd (for most Orgs), we get the highly anticipated Spring ’18 update. There’s quite a bit in this release. There’s new Lightning Experience only features (Themes, anyone?), Platform wide features and enhancements (What up Dev Hub Scratch Orgs!), awesome new Community Cloud Enhancements, and of course, all the amazing developments in Salesforce’s AI platform, Einstein. I’ll cover a few of my favorites below.

Themes

We still have flashbacks of the trial and error of downsizing and compressing our Logos to get them under 20kb. At least I do. Luckily, with the Winter ’18 release, Salesforce gave us a glimpse of what is to come, even expanding on what they showed us at DreamForce, they gave us a background in Lightning Experience. While in some cases it relieved the eyes from the stark-white that we’ve grown accustomed to, in other cases it presented issues in which some (custom) components clashed, as they didn’t inherit the white content background.

With the Spring ’18 release, they give us much much more. We can now set —

  • Brand Image
  • Brand Colors (Primary brand color, page background color, and a header background color, with a calculated secondary color palette)
  • Page Background Image
  • Default Avatar Image (but who doesn’t upload their LinkedIn profile pic to their Salesforce profile when they create their account?)

LinkedIn Integration for Leads

Not too long ago, we received a free AppExchange package that integrates with Facebook, pulling in Lead Ad leads for free. This was a god send at the time, as the company I was working with was running several A/B lead ads per day. Without hosting an arbitrary solution on a separate server, our automation options looked pretty bleak (we weren’t trying to spend money outside of the Ad costs). The new integration for LinkedIn comes along at a very convenient time. I am currently working with a company that needs to run very targeted ads on LinkedIn to try and recruit a very niche group of professionals.

The integration itself is very simple, a prospective customer fills out a form on your LinkedIn ad, and the form data is converted to new Salesforce leads. There is a limit of 500 leads per day, but it’s not necessarily a hard limit. The excess leads are simply emailed to the default lead creator you designate in Setup.

Set Up Einstein Opportunity Scoring

This one is short and sweet, but has been teased to us a few times in the past, most notably at DreamForce.

Finally, we are able to get Opportunity scores in Records, list Views, and (if you use them) Collaborative Forecasts. To take advantage of this, assuming your Org has Sales Cloud Einstein available, add the fields to your custom layouts (they’re automagically added to compact views!), and List Views. To add to your Collaborative Forecast, just add the field to the Opportunity List on the Forecasts page.

I’m unsure whether the relevant scoring criteria that’s being added to Leads will also work on Opportunities. I, for one, hope so.

Connect Your Pardot Campaigns to Salesforce Campaigns (Beta)

This one is Lightning Experience only, but it’s still pretty badass. Now, once you enable B2B Marketing in Setup, users can connect their Pardot Campaign records to the corresponding Salesforce records. Whenever users work with either Pardot or Salesforce, they’re directly interfacing with just the Salesforce record. No need to multi-manage the same records across different platforms. This does have some small requirements though —
  • Pardot users must now have login access to both platforms. They can still operate independently within Pardot, but without Salesforce access, they cannot take advantage of the unified engagement.
  • Once campaigns are aligned, the Pardot campaigns are read only. Remember, the user is now interacting with the Salesforce record set, even if they’re using Pardot features.
  • The Marketing User permission, and the B2B Marketing Automation App must be assigned to the user.

One additional mini-feature here, is that once a campaign is connected, the Pardot engagement history becomes available within Salesforce.

Use Email Templates and Attachments in Macros

Last but not least, something that I have long been waiting for! One of my more recent projects was the implementation of Lightning Service Console, as a way of migrating from Desk.com to a 100% unified Salesforce solution.

This has been a feature of Desk.com for some time now, and one of the very first questions I was asked by the support engineers at the company I was consulting for, was “Email templates can be used in Macros, right?” Due to the timing of the implementation, Macros weren’t even available yet in Lightning Service Console, which is what they wanted implemented. In the end, we decided to make do, and push on without the feature. This new addition even goes a step beyond that particular use case, and allows for attachments within the Macro template. It also allows you to selectively combine pieces of templates, perhaps using a subject of one template, a body section of another, and an attachment from a third. If the email template is updated, the macro automagically updates as well. Blake is going to be so excited.

What are you most excited about in the new Spring ’18 release? Re-post from my personal blog.

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