ECHO’s Favorite New Features for Salesforce Spring ‘20

ECHO’s Favorite New Features for Salesforce Spring ‘20

General Features 

Enhanced Related Lists (Generally Available)

Previously released as beta in Summer ’19, enhanced related lists are now generally available in Lightning Experience! You can now show up to 10 columns as you did in Classic, and Salesforce has added even more features such as the ability to resize and sort columns, perform mass actions and wrap text. 

Learn more about enhanced related lists.

Clone Opportunities and Campaigns with Related Records

Save yourself time by cloning opportunities or campaigns with related records! When cloning an opportunity, users can now choose to clone contact roles, products, or product schedules along with it. When cloning a campaign, users can also clone the member statuses you’ve already set up.

Recycle Bin Enhancements

Salesforce released a few new features in Lightning Experience so you don’t have to switch back to Salesforce Classic. Now you can manage deleted reports and dashboards from the Recycle Bin as well as empty your organization’s Recycle Bin with a handy button!

Learn more about recycle bin report dashboards.

Learn more about emptying the recycle bin in a single step.

Opportunity Scoring

If you’re already using Sales Cloud, you might be able to take advantage of artificial intelligence technology at no extra cost with Einstein Opportunity Scoring. Each opportunity is given a score from 1 to 99 indicating the likelihood an opportunity will be won. Just turn on Einstein and it will analyze you sales teams’ past opportunities to build a scoring model that’s refreshed at regular intervals so it’s always up to date.

Learn more about opportunity scoring.

Secure Sandbox Data

Salesforce released Salesforce Data Mask to allow admins and developers to automatically mask personal data when using a sandbox for building and testing new features. Data Mask is a managed package installed in production. When you run the masking process in the sandbox, you can choose to mask some or all sensitive data at varying levels.

Learn more about opportunity securing Sandbox data.

Pardot

Einstein Behavior Scoring

This feature is now available for all of your prospects in Pardot, regardless of whether they are synced to lead or contact records in Salesforce.

Analytics

Attach Formatted Spreadsheets to Report Subscriptions (Beta)

Now when users subscribe to a report, they can choose an option to receive report results as a spreadsheet attached to the subscription email. The subscription email includes high-level report details, and row-level details are saved for the attached spreadsheet. Keep in mind this is a beta feature!

Learn more about attaching formatted spreadsheets to report subscriptions.

Count Unique Values in Reports

Released as a beta feature in Winter ’20, showing the unique value count in reports is now generally available with Salesforce’s newest release! If you have a report with multiple Opportunities from the same Account, you can now add the unique value count to see how many individual Accounts are included in the report.

Learn more about counting unique values in reports.

Field-to-Field Filters (Generally Available)

Also released in Winter ’20, the ability to compare two field values and filter a report is now generally available for Spring ’20.

Learn more about field-to-field filters.

Community Cloud

Channel Menu (Generally Available)

If you use Service Cloud, your customers likely want to engage with you in a variety of ways including phone, email and social. With the now generally available Channel Menu, you can select up to six channels and embed this within your Salesforce Community or Site.

Build Reports in Communities (Generally Available)

For Partner Community or Customer Community Plus license users, you can allow users to create, delete and edit reports directly from the Community. This feature is now generally available!

Learn more about building reports in communities.

View Reports in Communities (Generally Available)

Also generally available in the Spring ’20 release, users can now run reports directly in the Community to review, analyze and collaborate on report records. Again, Partner Community or Customer Community Plus licenses are needed if you want users to access this feature.

Learn more about viewing reports in communities.

Log In with Apple ID

Salesforce already provides a variety of options for Community login, and now they can login using their Apple ID with the new Apple authentication provider!

Learn more about loging in with Apple ID.

Verify Identity via Text Message

For added security, you can now have Community users verify their identity via text message instead of email if they’ve verified their phone number.

Learn more about verifying identity via text message.

Mobile Publisher Playground (Beta)

You can now test and preview the mobile app experience of your Communities with the Playground app, available for iOS and Android. You’ll be able to test most features and functionality of the full Mobile Publisher for Communities app before applying your organization’s branding assets. This feature is in beta and requires activation from Salesforce.

Learn more about mobile publisher playground.