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Comnexa - Salesforce Spring '18 updates - key features
- 1. Spring ‘18 Sales Cloud Our top new features in
- 2. Introduction - Salesforce provides 3 major releases per year - Each release is packed with new features and functionality - With Salesforce – you’re always on the latest version! - Spring '18 retired over 111,000 points of customer-initiated ideas from the IdeaExchange - This release is packed with over 300 innovations – we’re going to cover 6 key features today - Now available to you
- 3. Introduction
- 4. 1. Custom Themes The ability to customise the look and feel of Salesforce has never really been available (apart from attempting to get your logo under 20kb to upload to documents!). The ability to completely customise the branding of your Salesforce Lightning Org is here! You can have up-to 300 custom themes for various occasions such as company milestones, though only 1 can be active at a time.
- 6. 2. LinkedIn Lead Generation You now have the ability for LinkedIn Lead Gen advertisements to create Leads inside your Salesforce org. Leads are automatically syned into Salesforce and any workflows and assignment rules fire immediately. This gives your team all the information they need to follow up quickly and efficiently while the Lead is still hot. It could save your marketing teams hours!
- 7. 3. New GDPR module Salesforce have started to ensure their systems are compliant with GDPR. With Spring ’18 comes a new object called “Individual”. This new object gives you the ability to track individuals customers preferences in terms of: – Collecting, storing, and sharing their personal data; – Packaging customers personal data so they can take ownership of it; – Deleting records and personal data related to customers.
- 8. 4. Lightning Report Builder With the Winter ‘17 release Salesforce released Lighting Report Builder. With Spring ‘18 various enhancements have been made. Lighting report builder still in beta stage must be enabled in your Salesforce Org.
- 9. 5. Lightning for Outlook Quick Add You can now “quick add” new records, such as Contacts, Accounts and Opportunities using the Lightning for Outlook sidebar. Adding objects via the Lightning Sidebar now applies any required fields rules etc from Outlook.
- 10. 6. Mass Edit List Types With Spring ‘18, you can now mass edit records in a list view.
Editor's Notes
- This presentation is here to help guide your conversation with a customer. Follow these directions, be prepared for your customers, and win more business. The high-level flow is as follows: Opening Who We Are Why We Are Different What We Sell and Why It Matters Industry Point of View The Customer Vision Driving Customer Success Appendix Talk Track Hi Everyone, my name is [NAME] and I’m [TITLE] at Salesforce. Here at Salesforce, our goal is to help our customers connect with their customers in a whole new way. The world is changing, and giving us amazing new opportunities to understand and redefine relationships with your customers. The individuals leading this movement are Trailblazers — like Liezele and Adam. Trailblazers are individuals and companies who use Salesforce to drive innovation, solve problems, transform their companies, and grow their careers. Together, we're blazing a trail with our customers into the future. Key Messages This is the most exciting time in Salesforce history. We have a differentiated vision and platform for our customers and prospects to connect to customers, partners and employees in a whole new way. We're on this path together with our customers, partners, community - our Ohana to help deliver new levels of customers success. Pro Tips Let the customer know that this is all about them. Create a conversation with your customer. This presentation should be tailored to support a vision of what we can do for each individual customer as an Ohana. Remember to make it your own and help them make it their own.
- Talk Track At the heart of Salesforce are four core values that the company was built on. When it comes to trust, nothing is more important than the open, transparent relationship we have with our customers. We deliver the most trusted infrastructure for security, reliability and performance in the industry. Growth is based on mutual success. We help our customer grow, which is how we deliver customer success. In turn, we grow from that. Innovation — We deliver 3 innovative releases per year, and by having the latest technology, our customers are able to innovate and build. Equality is a core tenet of how we run our business and we believe that equality and diversity make us a better company. Transition As part of this, we're working towards a more equal word. Key Message: Values are our guiding principles. Pro Tips Before meeting with a customer, research the customer and find out what their values (can usually be found on the company website) are and build value alignment. Discuss how our values are important to you and how these values come into play in your daily activity at Salesforce.
- Talk Track At the heart of Salesforce are four core values that the company was built on. When it comes to trust, nothing is more important than the open, transparent relationship we have with our customers. We deliver the most trusted infrastructure for security, reliability and performance in the industry. Growth is based on mutual success. We help our customer grow, which is how we deliver customer success. In turn, we grow from that. Innovation — We deliver 3 innovative releases per year, and by having the latest technology, our customers are able to innovate and build. Equality is a core tenet of how we run our business and we believe that equality and diversity make us a better company. Transition As part of this, we're working towards a more equal word. Key Message: Values are our guiding principles. Pro Tips Before meeting with a customer, research the customer and find out what their values (can usually be found on the company website) are and build value alignment. Discuss how our values are important to you and how these values come into play in your daily activity at Salesforce.
- Talk Track At the heart of Salesforce are four core values that the company was built on. When it comes to trust, nothing is more important than the open, transparent relationship we have with our customers. We deliver the most trusted infrastructure for security, reliability and performance in the industry. Growth is based on mutual success. We help our customer grow, which is how we deliver customer success. In turn, we grow from that. Innovation — We deliver 3 innovative releases per year, and by having the latest technology, our customers are able to innovate and build. Equality is a core tenet of how we run our business and we believe that equality and diversity make us a better company. Transition As part of this, we're working towards a more equal word. Key Message: Values are our guiding principles. Pro Tips Before meeting with a customer, research the customer and find out what their values (can usually be found on the company website) are and build value alignment. Discuss how our values are important to you and how these values come into play in your daily activity at Salesforce.
- Talk Track At the heart of Salesforce are four core values that the company was built on. When it comes to trust, nothing is more important than the open, transparent relationship we have with our customers. We deliver the most trusted infrastructure for security, reliability and performance in the industry. Growth is based on mutual success. We help our customer grow, which is how we deliver customer success. In turn, we grow from that. Innovation — We deliver 3 innovative releases per year, and by having the latest technology, our customers are able to innovate and build. Equality is a core tenet of how we run our business and we believe that equality and diversity make us a better company. Transition As part of this, we're working towards a more equal word. Key Message: Values are our guiding principles. Pro Tips Before meeting with a customer, research the customer and find out what their values (can usually be found on the company website) are and build value alignment. Discuss how our values are important to you and how these values come into play in your daily activity at Salesforce.
- Talk Track Trailhead is our online learning platform. It provides everyone — admins, developers, business users — interactive, guided journeys to learn Salesforce, business skills, and so much more. Trailhead is fun, free and easy to use. Anyone can create an account and start learning. We've built in gamification so you can earn badges and track your progress. The newest feature is Trail Mixes. You can curate a list of trails for yourself or your team! Transition We launch new badges each month. These help you advance your career and up-to-date on the latest Salesforce features and technology. Key Message: Trailhead is a learning tool to empower Trailblazers with Salesforce, business skills and more. Zach Otero’s Trailblazer Story: https://www.forbes.com/sites/laurencebradford/2017/04/30/how-zac-otero-went-from-a-high-school-dropout-to-salesforce-administrator/#81e0e0442fa4
- At Dreamforce ‘16 we announced five transformations in enterprise software. Each of these five transformations are key to bringing us closer to our customers: intelligence, productivity, speed, mobility, and connectivity. Talk Track We've identified five key transformations that are happening across the enterprise software landscape — intelligence, speed, productivity, mobility and connectivity. Salesforce helps business solve for these transformations with Einstein, Lightning, Commerce Cloud, Quip, Salesforce1 and Thunder. Transition Let's first talk about intelligence and Salesforce Einstein. Key Messages Salesforce is the only technology partner who can help customers take advantage of the opportunity offered by each transformation. Salesforce can help customers take advantage of new opportunities that emerge.
- Talk Track The second transformation is all about speed. We know businesses are moving faster than ever, which is why we launched Salesforce Lightning. Lightning is a new user experience, framework, and ecosystem for our applications that helps business people work faster. These features help you build and deploy apps faster, close deals and create quotes seamlessly, and focus sales reps on the most important actions. Key Messages Business are going to go faster with Lightning. Lightning allows developers to focus on building apps without worrying about infrastructure, upgrades or devices. Get Started with Lightning Experience Trail: https://trailhead.salesforce.com/trails/lex_admin_implementation
- Talk Track The second transformation is all about speed. We know businesses are moving faster than ever, which is why we launched Salesforce Lightning. Lightning is a new user experience, framework, and ecosystem for our applications that helps business people work faster. These features help you build and deploy apps faster, close deals and create quotes seamlessly, and focus sales reps on the most important actions. Key Messages Business are going to go faster with Lightning. Lightning allows developers to focus on building apps without worrying about infrastructure, upgrades or devices. Get Started with Lightning Experience Trail: https://trailhead.salesforce.com/trails/lex_admin_implementation
- Talk Track The second transformation is all about speed. We know businesses are moving faster than ever, which is why we launched Salesforce Lightning. Lightning is a new user experience, framework, and ecosystem for our applications that helps business people work faster. These features help you build and deploy apps faster, close deals and create quotes seamlessly, and focus sales reps on the most important actions. Key Messages Business are going to go faster with Lightning. Lightning allows developers to focus on building apps without worrying about infrastructure, upgrades or devices. Get Started with Lightning Experience Trail: https://trailhead.salesforce.com/trails/lex_admin_implementation
- Talk Track The second transformation is all about speed. We know businesses are moving faster than ever, which is why we launched Salesforce Lightning. Lightning is a new user experience, framework, and ecosystem for our applications that helps business people work faster. These features help you build and deploy apps faster, close deals and create quotes seamlessly, and focus sales reps on the most important actions. Key Messages Business are going to go faster with Lightning. Lightning allows developers to focus on building apps without worrying about infrastructure, upgrades or devices. Get Started with Lightning Experience Trail: https://trailhead.salesforce.com/trails/lex_admin_implementation