Salesforce Spring ’19 New Feature Rundown

Salesforce Spring ’19 New Feature Rundown

Flowers blooming, winter chill slowly fading, hibernating bears awaking from their months-long slumber, and, most importantly, Salesforce updates! Spring 19’ is upon us, and with it comes a fresh batch of Salesforce updates that are sure to leave you feeling warm and fuzzy inside about your cloud CRM investment. In this article we venture through the updates that caught our attention from the Salesforce Spring 19 features, first frolicking through quick wins that you can implement in your org today before romping around the denser updates.

Quick Wins

Let’s swing into Spring 19’ with standalone updates we believe will be immediately useful to you.

Email Template Folders

Now you can organize your email templates into sub-folders. You were only allowed a main folder prior to this update. Quick note – you can only implement folder security via the Main folder. Giving access to the main folder also gives access to its sub-folders.

Salesforce Spring 19 feature- email

 

“Where is this used?” Button (Beta)

Find different metadata references to a field before editing it via the Where is this used button on the field definition page.

Salesforce Spring 19 Feature email beta

 

Pinned List Views

Set a default list view other than Recently Viewed! Simply click the pin icon next to the list view name to set it as your default view.

Salesforce Spring 19 feature Pinned List Views

 

Increased Data Storage

Minimum data storage has been increased from 1GB to 10GB. For orgs with fewer users, this will mean a substantial increase in data storage space.

Salesforce Spring 19 feature data

 

Sales Cadence

Sales Cadence is a High-Velocity Sales App feature enabling managers to specify a sequence of actions for salespeople to take when prospecting Leads/Contacts with a particular set of characteristics. Managers can manually add Prospects to a particular cadence, or Prospects can be automatically assigned to a cadence via Process Builder/Apex, ensuring adherence to best practices when selling to particular Prospect segments. Once prospects are added to a particular Sales Cadence, they are included in the H.V.S.A. Work Queue, where salespeople see what actions they should take on each Prospect in accordance with the logic configured in the Sales Cadence Builder.

Salesforce Spring 19 feature Sales Cadence Builder

Einstein Lead Scoring and Lightning Dialer Features in Salesforce Spring 19 Rundown

When combined with native features like Einstein Lead Scoring and Lightning Dialer, the High-Velocity Sales App is teeming with productivity-enhancing potential. As such, it is only available at an extra cost.

Pardot: Einstein Behavior Scoring

Salesforce Spring 19 feature Pardot: Einstein Behavior Scoring

Behold the advent of Einstein Account-Based Marketing! Spring 19’ brings us the first fruit of Salesforce’s Einstein-driven initiative to align Sales and Marketing in the form of Einstein Behavior Scoring (available for Pardot Advanced license holders), whose central benefit is A.I. powered contextualization of prospect marketing engagement (i.e. what email click-rate percentile a particular prospect is in). Though prospect engagement data was already trackable via Pardot scoring, Einstein Behavior Scoring removes the need for marketers to configure scoring rules governing what interactions increase engagement scores. When used in tandem with Einstein Lead Scoring (which provides the probability of lead conversion based on your org’s historical lead conversion data), salespeople can make extremely informed decisions about which prospects to prioritize.

Pardot: Einstein Behavior Scoring Salesforce spring 19 feature

 

Reports and Dashboards

The eyes and ears of your Salesforce org, Reports, and Dashboards have also undergone exciting rejuvenations in Spring 19’, the first of which is the addition of Joined Reports to Lightning Experience!

Salesforce Reports and Dashboard Spring 19 feature

Now you can utilize the Lightning Report Builder in the creation of joined reports, making them easier to use and read by end-users.

Conditional formatting has also sprung its way into Lightning Report Builder (as a beta feature). Color your reports to your heart’s content, making metrics of interest easily distinguishable.

Salesforce Spring 19 feature Conditional formatting

Lastly, you can now schedule reports to Groups or Roles. No longer must you replace/add a user from a report/dashboard subscription – simply assign them to the Group or Role configured in the schedule.

Lightning Scheduler

Salesforce Spring 19 feature Lightning Scheduler

Also sprouting from the Spring 19’ release is a native scheduling solution in the form of the new Lightning Scheduler. Create records specifying employee skills and availability, subsequently enabling your customers to schedule meetings with whoever is available at the time of their choosing. Now you can use a scheduling solution that will not only undergo constant innovation as a native part of the Lightning Platform but can also seamlessly hook into your existing workflow automation logic.

Flow Builder

Salesforce Spring 19 Feature Flow Builder

Out with the old Cloud Flow Designer and in with the new Flow Builder! Now you can build powerful automated processes without having to download Adobe Flash. In addition, a refined Toolbox panel replaces the Palette, Resources, and Explorer tabs, enabling easier management of data, logic, and action elements.

Honorable Mentions

While researching for and writing this article, very many productivity-enhancing ideas blossomed in my mind. I hope you’re relishing a similar feeling now. Thank you for reading – now spring forth and try implementing some of these new features in your new org. Let us know your thoughts below.

Need some Help Utilizing these New Features? Contact us for Salesforce Consulting Services

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Charles Scripps, Board Member

Chad has over ten years of experience investing in dynamic, growing businesses in diverse industries and geographies. His private equity experience includes HIG Capital, which has over $12B in capital under management, and AEA Investors, which manages over $3B of invested and committed capital. While at HIG and AEA, Chad led diligence, structuring, and financial analysis of potential and existing investments, and completed transactions in the industrial products and consumer services industries. Chad also has experience investing in the public equity markets, most notably as a Managing Director at Fox Point Capital, a $1B fund seeded by Julian Robertson of Tiger Management. He invested across a number of industries, including industrials, financials, technology, and consumer products, and led Fox Point’s international research. Prior to focusing his career on investing, Chad was a management consultant at McKinsey and Company, solving strategic problems for the world’s leading companies. Chad earned an MBA with Honors in Finance from the Wharton School at the University of Pennsylvania and a BS with Distinction in Chemical Engineering from the University of Wisconsin-Madison.

Lester F. Alexander II, Board Member

Les Alexander is a partner with Jefferson Capital Partners where he provides mezzanine and equity capital for growth and buyout transactions. Mr. Alexander is a member of the firm’s investment committee and serves on the board of directors of several portfolio companies where he is actively involved in strategic planning and corporate governance. Prior to joining Jefferson Capital, he worked at Advantage Capital Partners where he completed several portfolio company investments and served on the investment committee. Before becoming a private equity investor, Mr. Alexander served as president of Ferrara Fire Apparatus, Inc., a leading fire truck and emergency vehicle manufacturer. At Ferrara, he was responsible for managing a workforce of 450 employees producing over 300 vehicles annually for its domestic and international customers. As an investment banker for 15 years with such firms as Howard Weil, Southcoast Capital, and J.C. Bradford & Co., Mr. Alexander completed over 50 public offerings of debt and equity securities, private placements, and merger and acquisition transactions totaling more than $7 billion for public and private companies in a variety of industries. Mr. Alexander is an adjunct professor at Tulane University and Loyola University where he teaches graduate and undergraduate classes in investment banking, private equity & venture capital, advanced financial management, investments, and entrepreneurship. He is also the board president for Benjamin Franklin High School, a public charter school in New Orleans. Mr. Alexander is the former Chairman Finance of the Association for Corporate Growth (ACG) and served on the global Board of Directors. He is a founder of the Louisiana chapter of ACG and was a recipient of the ACG global Meritorious Service Award and the Louisiana chapter’s Outstanding Service Award. Mr. Alexander received his bachelor of science in Commerce from the University of Virginia in 1989 and his MBA from the University of North Carolina in 1993.

Patrick F. Healy, Board Member

Based in Kansas City, Mr. Healy is a co-founder of C3 Capital. He has been an active private equity investor since 1985 and was a co-founder of C3 Holdings in 1994. Prior to this time, he sponsored and structured equity investments in real estate. He gained extensive workout and restructuring experience as chair of the creditor’s committee of a $1 billion bankruptcy and from being called upon to rescue a publicly-traded company from a major fraud. Mr. Healy was a senior tax partner at Mayer Hoffman McCann, a regional CPA firm, for eleven years. He received a Bachelor of Science in Accounting from the University of Kansas.

Chris Waters, VP of Strategic Sales

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Keith Fox, GM Salesforce Canada

Keith Fox is a software and consulting veteran for the past 34 years. Keith started his career at EDS which was followed by 4-year stint offshore in Bermuda. Keith then returned to Canada where he held a number of progressive sales and technical positions with software companies such as Sybase, BEA, and Oracle. After his stint with Oracle, Keith founded Cloudware Connections, a premier Salesforce consulting partner. 11 years down the line, Cloudware was acquired by A5, and Keith joined as GM for Canada.

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PJ Alfrejd, CFO

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Vinay Kruttiventi, President & CEO / Chairman of the Board

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