Salesforce Release

Winter ’18 Salesforce Classic & Lightning Experience Highlights

The list of Winter ’18 features below only apply to both Salesforce Classic and Lightning Experience. There are additional Winter ’18 features available to Lightning Experience only and Salesforce Classic only. Visit the Winter ’18 Release Highlights post.  1. Orgs with Person Accounts enabled can now define contact sharing rules and manually share business contacts in Org Wide Default Settings.… Continue reading Winter ’18 Salesforce Classic & Lightning Experience Highlights

Salesforce Release

Winter ’18 Salesforce Mobile Highlights

The list of Winter ’18 features below only apply to the Salesforce mobile experience. There are additional Winter ’18 features available to Lightning Experience only, Salesforce Classic only and both Lightning Experience and Salesforce Classic. Visit the Winter ’18 Release Highlights post. 1.Visual flow enhancements: (Beta) You can pick from a list of available active screen flows when creating a… Continue reading Winter ’18 Salesforce Mobile Highlights

Salesforce Release

Winter ’18 Salesforce Einstein Enhancements

Here are a list of Winter ’18 Salesforce Einstein features below. There are additional Winter ’18 features available to Lightning Experience only, both Lightning Experience and Salesforce Classic, Salesforce Classic only or Mobile. Visit the Winter ’18 Release Highlights post. 1. Sales Cloud Einstein enhancements:  [Classic] Add the Lead Insights component to your Salesforce Classic lead page layouts so that sales reps… Continue reading Winter ’18 Salesforce Einstein Enhancements

Salesforce Release

Other Winter ’18 Highlights

Here are a list of other Winter ’18 features below. There are additional Winter ’18 features available to Lightning Experience only, both Lightning Experience and Salesforce Classic, Salesforce Classic only or Mobile. Visit the Winter ’18 Release Highlights post. 1. Lightning for Gmail: Allows you to pull in Classic email templates, manage tasks within Gmail, locates and allows users to relate records… Continue reading Other Winter ’18 Highlights

Salesforce Release

Winter ’18 Communities Enhancements

Here are a list of Winter ’18 Communities features below. There are additional Winter ’18 features available to Lightning Experience only, both Lightning Experience and Salesforce Classic, Salesforce Classic only or Mobile. Visit the Winter ’18 Release Highlights post. 1. Manage External Community Users in Lightning Experience. No more switching over to Classic! View image full screen 2. Manage the appearance and… Continue reading Winter ’18 Communities Enhancements

How To

Highlight Account Contact Relationship Attribute on the Contact Record [Lightning Experience]

This is the second of four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Previous blog posts: High level overview of individual posts: Highlight Record Attributes Using Flow [Lightning Experience] Highlight Account Record Attributes on the Contact Record [Lightning Experience] Here are a few lessons learned… Continue reading Highlight Account Contact Relationship Attribute on the Contact Record [Lightning Experience]

How To

Highlight Account Record Attributes on the Contact Record [Lightning Experience]

This is the first of four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Please read the blog post “Highlight Record Attributes Using Flow [Lightning Experience]” which provides a high level overview of the individual posts. Here are a few lessons learned from implementing this use… Continue reading Highlight Account Record Attributes on the Contact Record [Lightning Experience]