Some great new features await Salesforce users in the Salesforce Spring ’20 Release. Here are our top five highlights:
New Salesforce Mobile App for All
Salesforce revealed major upgrades to the mobile app in the Winter ’20 release and on the Dreamforce stage. Although the initial release was more of a pilot than a full implementation, Salesforce announced a “hard launch” in the Spring ’20 release. The upgrades made to the app significantly improve user experience, closing the gap between the experience on desktop and your mobile device. Salesforce has provided a QuickStart guide in Setup to make the transition easy for your team, eliminating any potential headaches. From here you can easily do the following:
- Add the mobile form factor to all your Apps.
- Add the mobile form factor to all your Lightning Pages.
- Upgrade the default navigation.
- Customize branding and notification options.
- Setup App Security Controls.
The best part of the new mobile app are the mobile form factors. These mobile lightning pages give you the ability to optimize record pages with the lightning components that are most beneficial to your users. The old app did not allow you add your custom lightning components directly to the record page without major customization, now just drag and drop them onto the page. If your team was using the old mobile app prior to this release, get ready for increased productivity. If your team was not using the mobile app prior to this release, there are no more reasons to wait!
Default Fields with Custom Buttons
One of the features that Classic users were missing when they moved to Lightning was the ability to create custom buttons/links that set default values on the record. Salesforce’s interim solution was to utilize quick actions. That was a good temporary solution, but had its limitations. You were required to rebuild an entire page layout in the quick action, but best practice is to have eight or less fields in a quick action. Additionally, on objects like Case, quick actions only appear in the Feed and were not in the custom button section.
Bringing back this feature in Lightning allows you to place the new button/link in the button section, custom link section or the detail page or in a related list. Best of all, when you click your new custom button, the entire record page opens using the default page layout so you or your users can complete filling out the entire record, not just the recommend eight fields.
Salesforce has been improving Einstein AI for a couple of years, but 2020 will be the first time where Opportunity Scoring will be included in your Sales Cloud licensing. With this added feature you will be able to see a score from 1-99 on each of your opportunities, helping you and your users gauge how likely they are to win the deal. Additionally, hovering over the score will provide you with a detailed list of positives and negatives about that opportunity. You can view the score from the Record page, Compact Layout, List View, Collaborative Forecast, and Reports.
Artificial Intelligence is for everyone and even though the limits have been decreased in this release, it’s important for new users to remember you need 200 Closed Won & 200 Closed Lost opportunities in the last 6 months to get started.
Use Filters When Selecting Opportunity Products
Using pricebooks and products just got easier for your sales team with the Spring ’20 release. With this release, you can filter your search results when adding products to opportunities, a feature that was generally available in Classic but had been missing from the Lightning Experience. The upgrade should eliminate the amount of scrolling your sales team has to do to find the products, increasing productivity by cutting down on admin time.
Activity Management Upgrades
The activity management process received an upgrade in this release including:
- assigning tasks to queues
- whole conversation view
- event hover
You can now assign a task to a queue allowing your team to share workload. Assigning tasks to queues could also help manage a team member’s workload while they are on vacation or leave. Additionally, with whole conversation view your sales team will be able to see emails grouped in a single thread, organizing communication with prospects and customers. Finally, for those who use the calendar feature, view event details via hovering over the record on a calendar. This avoids a click and helps your team get the information they need more efficiently. All three of these new features boost productivity and provide you additional platform value.
These and many other features await. See all of the release notes here. As always, if you need assistance with these new features or have other Salesforce related questions, do not hesitate to reach out to your Salesforce consultants here at Revolution Group.