To continue to drive our customers’ value in and use of Salesforce.com, the Rainmaker team compiled a list of 40 highlights from the Winter 18 Release notes that we believe can have a positive impact on your business.
The Winter ’18 Release Top 40
Note: Keep in mind that the page numbers listed are subject to change.
1. The Lightning Experience Readiness Check (p. 52)
• Business Impact: The readiness check has been updated to provide more return on investment (ROI) and level of effort (LOE) insight into the transition from Salesforce Classic to LEX. It now includes more accessible content, like graphics, estimated productivity gains, and LOE estimates for migration.
2. Visualforce (p. 533)
• Admin Impact: Use the LEX Visualforce check to generate a report that flags pages that need changes before they’re ready for prime time in Lightning Experience. The Visualforce Report looks at all the pages that your organization has used within the past 90 days and identifies features that aren’t available in LEX.
3. Dynamic Lightning Pages (p. 437)
• User Impact: For years, customers have asked, “Can this field only be visible if this other condition is met?” Now, the answer is, “Yes!” If you switch to LEX, this is now possible.
4. Lightning Console Apps (p. 62)
• User Impact: Lightning Console Apps enable a user to more easily navigate between records and view multiple “panes” of information within the context of a related record. In this release, Salesforce added “favorites,” enabling users to bookmark records, dashboards, etc. that they use most often. Custom navigation also provides the ability to automate certain console behaviors, like opening a contact as a sub-tab of an account, to produce a better user experience.
5. Lightning for Gmail (p. 124)
• User Impact: Users of Lightning for Gmail can now access templates that were created in Salesforce Classic, a feature that was not previously available. Admins no longer have to recreate templates in LEX manually, and there is no more switching to Salesforce to add or check off items on daily to-do lists. This change applies to both LEX and Salesforce Classic.
6. List Email (p. 109)
• Business & User Impact: Sales reps can curate a list view of targeted contacts, leads, and person accounts, and then customize individual emails by using email templates and merge fields.
7. Duplicate Records (p. 122)
• Admin Impact: You can now use duplicate record sets in LEX. When the Report option is selected in a duplicate rule, Duplicate Management creates duplicate record sets of duplicates found by the rule. You can also create duplicate record sets, adding any records you like as duplicate record items. In LEX, you can even use duplicate record sets to merge items on the same object.
8. Cloning List Views (p. 115)
• Admin Impact: It is tedious to create the same list view for different team members, ensuring that all the right criteria are selected to filter and display. Now you can just clone a list view – just like you could in Salesforce Classic.
9. Emojis (p. 388)
• User Impact: Emojis are now available in Chatter posts and comments in LEX. Emojis give organizations more creative ways to engage their team members and audience in communications.
10. Einstein Lead Scoring in Salesforce Classic (p. 89)
• User Impact: Einstein lead scoring is now available in Salesforce Classic. It uses historical data to make predictive recommendations about lead prioritization and score. In organizations with a heavy reliance on leads, this could help sales reps to more easily prioritize their efforts, focusing on the best leads first. This is also a glimpse into LEX capabilities for those still leveraging Salesforce Classic.
11. Einstein Automated Contacts (p. 91)
• Business Impact: Let Einstein add contacts and contact roles for you. This new automated feature allows your sales reps to spend time doing what they do best: selling.
12. Analytics Data Integration (p. 277)
• Business Impact: Data integration has never been easier with improvements to the dataflow editor, dataset edit page, and replication setup page. The new upload wizard lets you view and change file properties and file attributes before you upload data.
13. Audience Targeting (p. 341)
• Business & User Impact: Your audience is comprised of every partner who consumes your content. New functionality allows you to change what your audience sees within your community based on criteria such as city, company name, or title.
14. Dynamic Branding (p. 336)
• Business & User Impact: In communities, you can now create a single community and tailor its appearance and style to your audience. Using branding sets, there is no longer a need to create individual communities for each customer or business need.
15. External Files (p. 367)
• Business Impact: Previously only available in Salesforce Tabs and Visualforce communities, you can now access external files in your LEX communities using Files Connect. Get files from Quip, Google Drive, SharePoint, Box, and OneDrive for Business.
16. Libraries (p.368)
• Business Impact: In communities, library managers can now create, rename, and delete folders in libraries, and move files between folders. They can also create multiple levels of subfolders. Every user who has access to the library can see the folders.
Partner Relationship Management
17. Channel Programs and Levels (p. 372)
• Business Impact: As a channel manager, you need to provide a customized community experience for your different channel partners – based on your relationship. Now, you can organize channel partners and provide access to resources and features based on their program level.
18. Salesforce for Outlook Upgrade (p. 130)
• User Impact: Avoid Salesforce for Outlook upgrades with Lightning for Outlook and Lightning Sync. These cloud-based products are automatically upgraded when updates are available. Most features are available in both LEX and Classic.
19. Dashboard Tables (p. 217)
• Admin Impact: New to LEX, Lightning tables can show up to 200 records and 10 columns from the fields available in a source report’s report type.
20. Case Comments (p. 170)
• User Impact: Previously in LEX, users could not add Case Comments. Now, a feature native to Salesforce Classic is back and available in Lightning.
21. Mass Inline Editing (p. 116)
• User Impact: Sales reps can now update up to 200 records without leaving a list view. This feature eliminates redundant manual processes and makes changes quicker and easier.
22. List Data (p. 438)
• User Impact: With the Related List Quick Links component, users can view multiple related lists in quick succession just by hovering over a link. They can also complete actions – like header actions, mass actions, row actions, and text wrapping – right from within the hover pane.
23. Sharing Calendars (p. 118)
• User Impact: With this new feature, sales reps can now share their calendars with each other. Meetings can be added directly to a shared calendar, avoiding wasted time exchanging emails or voicemails.
24. Syncing Events (p. 126)
• User Impact: Sales reps can now save time and unnecessary data entry by setting up events to sync between Google Calendar and Salesforce. Reps can create and edit meetings from either application.
25. Support Macros (p. 201)
• User Impact: Macros improve efficiencies, letting users perform multiple case process steps at one time.
26. Tracking Milestones (p. 200)
• User Impact: Milestones – which capture the progression of a Case against Entitlements – are now available in Lightning and Salesforce1. Support agents can view active, completed, and violated milestones from the Case.
27. Lead Conversions (p. 98)
• User Impact: The new lead conversion process lets you relate a lead to existing account, contact, and opportunity records that match the lead based on your duplicate management rules. You can view details of the matched records and create follow-up tasks all from one screen.
28. Opportunity Forecast Categories (p. 106)
• User Impact: Not possible in LEX or the Salesforce1 mobile app previously, you can now fine-tune forecasts by changing an opportunity’s forecast category – regardless of its stage.
29. Private Notes (p. 117)
• Business Impact: Confidential information about clients and their businesses can now be saved with access reserved for certain team members.
30. Private Files (p. 396)
• Business Impact: Keep attachments private, if desired. Previously, anybody with Read access to a record could view the attachments or files associated with that record.
31. Out of Office (p. 392)
• User Impact: Set dates and custom out-of-office messages that will appear next to your name in Chatter – and almost everywhere that your name appears.
32. Custom Big Objects (p. 602)
• Business Impact: Custom big objects allow you to store and manage vast amounts of data on the Salesforce platform, providing consistent performance when working with one million to more than one billion records. Salesforce is becoming a true business intelligence (BI) tool.
33. Apex Code (p. 540)
• Admin Impact: Avoid errors down the road. All of your Apex code is now recompiled automatically before completing a metadata deploy, change set, package install, or package upgrade.
34. Starting a Process (p. 456)
• Admin Impact: Instead of being restricted to triggering a process when records are created or updated, you can now create a process that starts when a platform event occurs.
35. Adjustable Search Results (p. 56)
• User Impact: On the search results page, users can now adjust column widths and text wrapping, and sort results more easily.
36. Salesforce App Development (p. 495)
• Business Impact: With a focus on source-driven development, the new features of the Salesforce Developer Experience (Salesforce DX) make it easier for developers to build together and continuously deliver. These features can be used with open and standard tools, including Git, Selenium, VS Code, and Eclipse.
37. Debugging Log Events (p. 557)
• Admin Impact: Debug processes and flows that subscribe to platform events with the latest debug log events.
38. Proxy.salesforce.com Retirement (p. 474)
• Admin Impact: Proxy.salesforce.com usage with SAML Single Sign-On has been retired with the Winter ’18 release. You may need to take action to prevent disruption to your Salesforce service.
39. Quip Documents (p. 394)
• User Impact: Quip lets you create, share, and collaborate on documents and spreadsheets in Salesforce. There is no need for an external file provider, and you can create Quip Documents that are record-specific.
40. 131 Encryption (p. 131)
• Admin Impact: Protect more of the personally identifiable information (PII) in standard fields on accounts, contacts, and leads. This feature is available in LEX, Salesforce Classic, and all versions of the Salesforce1 mobile app.