What are the latest updates in Salesforce?

Embracing changes are evident anywhere for improved results. Excellent notable changes are frequently seen in the Salesforce platform. The world’s #1 CRM platform of Salesforce is extensively used for CRM solutions and also other characteristic sales, marketing, HR, analytic, and other sectors of businesses. The incorporation of new features and services in this cloud system is not uncommon.

However, this is just to enhance easier customization and manageability to the users for adequate and appropriate business applications. This article shows a significant drop in such renovations from an oceanic depth of latest updates in Salesforce.  

New Updates in Salesforce

The Salesforce platform has exclusively user-friendly features to help business users to utilize its services without confusion. However, the Company always revives its spectacular services by sharpening its tools. This year also it showered many significant updates on the platform. Here is a nutshell of some of the important latest Salesforce updates that will be more useful for your business operations. Have a quick look at them.

BETA – Full View for Records

New default options are now available in Salesforce. The general current view is now termed as a Grouped view. You now have a chance to select between the current view (grouped view) and the new Full view. With the help of this full view display, the related lists and details will be viewed on the same page.  

It also includes many other characteristics like the setting of org defaults and rich text editors.

The Setting of Org Defaults for Activity Display

Generally, we view the activities going on in record pages. In order to control it, there are certain new org defaults. You can set it to the newer expandable activity timeline. You can also select certain preferable activities related lists views that are more known to certain Salesforce Classic users. Based on their needs, users can change these choices.

This is applicable in different Salesforce editions including Essentials, Professional, Enterprise, and Developer. This is because there will be an activity timeline showing various details like event, mail, task, and event within an expandable timeline view. To accomplish this, you can just go to the Setup and enter Record Page Settings in the quick find box. Now, you should choose the Records Page Settings.

Upgraded Rich Text Editors

Now, there are new upgraded rich text editors in Salesforce. They are updated to the CKEditor version 4.11.2 and are used in Salesforce Classic, Lightning Experience, and also all editions of the Salesforce App. This version will be able to fix certain bugs and also introduce certain minor updates.

This updated CKEditor is used by Email Composer and Lightning Components in Lightning Experience. In the Salesforce Classic platform, it is used by Idea Themes, Knowledge Article, Flow Builder, Custom Fields, Chatter Publisher, and Groups.

Add Customized Colors to Hyperlinks

Elegance in websites, services, and applications makes the Salesforce platform usage more interesting and effective. Now, the hyperlinks are being colored by the use of the new option of theming and branding. It will be used in different Salesforce editions.

For doing this, you have to go to the Setup and then search the Themes and Branding in the box. Now select it and then create your own new one or update an existing custom theme. Click on the ‘Use brand color’ for adding color now.

More Items Visit in the Navigation Bar

Till now, you are able to view three recent items in the item menus. Now, it is changed to five. So, you can see more items in the navigation bar now and find it easy while working on the recent ones. When opening an object’s item menu, there will be a display of up to five items each in either Recent records, Favorites, or Recent lists. Apart from this, there are even other latest additions like bold section names and separators to enable styling enhancements.

Maintaining Record Context While Switching from Salesforce Classic to Lightning Experience

The Record Context will now be remaining the same if it exists when you shift from the Salesforce Classic to Lightning Experience. Otherwise, you will be going to a default landing page – this can be done, however, based on your customizations and default orgs. This feature will be available in all editions and helpful for diversified Salesforce users.

Updated Salesforce App with New Mobile Notifications and Sales Features

New updates have now made your mobile Salesforce apps more effective and user-friendly. It enables new processes to set up custom notifications on records. Even if the users are busy at any place, they can get new mobile notifications. With minimum requirements, you can now access Salesforce on your mobile devices. You can just install Salesforce on Android or iOS-based mobile devices and download the Salesforce app from App Store or Google Play.

Enable Salesforce Growth with Your Business

As your business grows, you will have to increase the Salesforce features adoption. When you are using the Essentials, then you can make use of additional functionality on the checkout page. There will be new characteristics like Chat and Messaging, file storage, data storage, and Dialer. To use this, go to the Setup and click on the ‘Manage Subscription’ and then choose the additive ones whichever you like to buy.

Boosted Support with Chat and Contact Requests

Drag and drop features of Salesforce in the self-service help centers help the customers a lot. Specific Embedded Service Chat components are available in the platform – they enable better chatting among the team members. In order to enable this, one should first add a trusted site to the help center. Your customers can also get instant help from your team by adding the Contact Request Button and Flow component.

Excellent Analysis with Einstein Forecasting for Sales Processes

Specialized updated custom fields are now possible in Salesforce to optimize your forecasting model. Artificial Intelligence is really a boon to business users using Salesforce. The platform uses specialized AI tools for customized services named Salesforce Einstein for improving many sales processes. This is especially helpful to make excellent predictions and forecasts by using custom opportunity fields.

So, instead of closing the deals, you can have opportunity fields. However, you can even arrange a new setup wizard for ignoring such a custom field if you want by the Sales Cloud Einstein License by the Sales Managers. The forecasting model is, therefore, more effective for salespeople now.

Apart from these prominent latest features, there are many advancements in the Salesforce platform. While working on the environment or pursuing Salesforce training, make a note on the latest considerations so that you can get easier insightful derivations useful for your company.