Salesforce has always packed loads of pleasant surprises in their Sales Cloud Spring Releases, and as is the norm, it happened this year too. This edition is focused on delivering maximum productivity with a touch of convenience. Salesforce Spring ‘20 features are targeted at powering up your Sales Reps with a vast range of handy elements to help them close deals faster and better. This Release takes full advantage of pre-existing tools like Einstein Analytics to maximize the effectiveness of your workflow. Salesforce Sales Cloud Spring ‘20 features give your team the power to create the best outcome possible and build a pathway for better returns.
Sales Cloud Spring ‘20 Features that will fuel your Sales with the power it deserves
Prioritize the deals by Scoring opportunities
Sales Cloud Spring ‘20 release offers you Salesforce Einstein Opportunity Scoring without having to get a Sales Cloud Einstein License and at no extra cost. Now, your reps can invest their valuable time over the most promising deals and save your organization loads of work while maximizing ROIs on your investment.
Your Sales Reps and managers can now prioritize and flag the opportunities so that they can entertain deals in the order of relevancy.
Where: The feature is available in Lightning Experience and Salesforce Classic in Enterprise, Performance, and Unlimited editions.
When: To be available in 2020
Who: By default, every user of your org can access this information, but you can set permissions to manage its accessibility across your firm.
How: This Sales Cloud Spring ‘20 feature gives you the Opportunity scoring out of the scale of 100 and is available over reports, list views, the forecasts page, and records.
Search much efficiently with Sales Cloud Spring ‘20 Release
Now Sales Reps can easily search for their favorite tools and products.
Where: The feature is available for Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: Your reps can now easily narrow down the search results by filtering.
One-Step Deletion from Recycle Bin
The new Salesforce Sales Cloud Spring ‘20 feature allows your reps to empty the recycle bin in a single click, unlike the older version. Now your reps don’t have to delete or switch to Salesforce Classic to do it anymore.
The reports and dashboards can easily view or restored back from the recycle bin without the need to switch platforms.
Where: The feature is available in Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Who: The task to Emptying Recycle Bins can be assigned to Admins or else can be modified according to your firm’s needs.
How: Open the Recycle Bin and click on Empty Org Recycle Bin.
Cloning objects along with relevant records
Cloning objects makes it simpler and more effective to handle different repeating business processes with the help of Object Manager. The user can easily select a page layout with the supported object and add the Clone with Related action to the same layout. Although in the dialogue, the order of the options can’t be changed.
Where: The feature is available for Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
Who: Users need to create permission before cloning any object
Why: It makes adding relevant records easier.
Shows similar Account types while searching for opportunities
This new feature provides your reps the omniscience over the accounts and opportunities related to them. In an instant, it gives out other relevant contacts, opportunities, and recent items as well to make the work more productive than ever before. Also, it makes all the accounts searchable, and it becomes easier to find records faster.
Where: The feature is available for Lightning Experience, and all editions except Database.com.
How: It starts giving out relevant search results, and just as the user starts typing, the relevant results start popping up.
Power Up Your Related Lists with Enhanced Related Lists
One of the top features of Spring ‘20 Release is to level up your related list with an enhanced related list. This a flexible feature that allows the user to show results until ten columns with the ability to resize, sort, and perform mass actions.
Where: This new feature is available for Lightning Experience in Essential, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: In the Lightning App Builder, the enhanced related list can be selected from the related list, and further, the number of results shown at once can be customized. It even gives your reps access to that column which appears in a particular field or add and delete other fields.
Handle Multiple Deals with New Salesforce Spring ‘20 Feature
Now the users can easily update the Deals without leaving the forecast page. It allows the user to change or edit multiple opportunities at the same time by clicking a single edit button.
Where: The new feature is available for Lightning Experience in Professional, Performance, and Developer editions and in Enterprise and Unlimited editions with the Sales Cloud.
Ability to clone opportunities and campaigns along with relevant records.
This Sales Cloud Spring ‘20 feature helps your sales reps to create recurring opportunities and campaigns easily. With this, the days when your reps searched and added every single related item one by one to create records are a thing of the past.
Where: This new feature is available for Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
Who: Users need to create permissions on campaigns and opportunities, or access to the record they want to clone.
Opportunities
A rep can renew a subscription by cloning contact roles, products, or product schedules along with an opportunity.
Campaigns
The user can Clone with Related action on a campaign, and duplicate your campaign record along with all its member statuses.
Managing Email Templates from Home Page
Row-Level actions on the email template home pages can be easily performed by the users to let them manage the items in the list view and get a better picture of the process. Also, to make the interface more user-friendly, its buttons reflect the options when viewing the template.
View Events with swift actions of new Salesforce Sales Cloud Spring ‘20 feature
Your Sales Reps can now easily view event details quicker than ever before by simply accessing their event calendars. Unlike before, the reps can now easily edit, create or delete the recent events.
Where: This new feature is available for Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: Just hovering over the event calendar, the reps can get a detailed view of that particular day’s plans and events so your Sales reps can make decisions faster and better.
Resolve Cases faster than ever with Einstein Article Recommendations of Sales Cloud Spring ’20 release
Einstein Article Recommendations analyses the past data to give out the best Article results that help your agents to address your customers and their problems better. When the customer submits any query, the Einstein Article Recommendations goes through the case record, match the most relevant information and gives out article recommendation results on its basis.
The Salesforce Sales Cloud Spring ‘20 features will revolutionize the way you sell, and this is only going to get better. Just watch out for the next release!
To learn more about leveraging the latest Salesforce Winter ’20 Features, talk to our team now!
Content and Image source: Salesforce.com
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