If you haven’t heard Salesforce announced their Summer ‘18 Release, and we are loving the new features! The Summer ‘18 release delivers more personalized and integrated customer journeys while enabling your team to work smarter with new levels of data insight across your org. With 3 new releases a year, Salesforce is consistently trying to upgrade Salesforce to better work for your company’s needs. And here at Roghnu, we are always up-to-date on the latest and greatest features Salesforce has to offer!
So, without further ado, here are 8 features that are really going to change the way you work with Salesforce:
- Custom Themes
You have never really been able to customize the look and feel of Salesforce, however, Summer ‘18 is the end of the bland Orgs! You now have the ability to completely customize the colors of your Lightning Application!
- Improved Search Functionality
The Customize Global Search function can now be customized to show just the objects you want to search for by using the drop-down box beside the search field.
- Duplicate Jobs (Reactive Dupe Management)
Duplicates are a pain for most organizations. When there is so much data incoming from all directions, it’s hard to be on top of it all. With the Salesforce ’18 recent release, it is becoming incredibly easy to block or alert users of potential duplicates. You can now view and merge duplicate records, including contacts, business and person accounts, and leads by using the Potential Duplicates component in Lightning App Builder
- Add HTML and Attachments in Lightning Email Templates
Do you use HTML email templates instead of plain text? Well, here’s a new feature just for you! You can now add HTML and attachments to emails!
- Subfolders for Reports and Dashboards
A particularly nice addition for those who love to stay organized, you can now create subfolders for reports and dashboards with a maximum of 3 levels.
- List View for Tasks
A simple but nice new feature to keep your company organized is there is now a list view for tasks. All you have to do is filter by status to make sure you get your most important tasks done that day
- Kanban View for Tasks
It would appear there has been a big focus on UI and organization in the Summer ’18 Release! Tasks can also be viewed using the Kanban. If you’ve got a lot on your plate, this is super helpful for giving a visual representation of where you’re at with your workload.
- Subscribe Others to Dashboards
Did you just create a shiny new dashboard and want to share it with your team? No problem! Now you can subscribe others to your dashboard and make sure they get up to date information at the right time.
These are just a few highlights of the Summer ‘18 Release we think will help your company go further. Do you want to learn more? Download the full release notes here!
Are you not quite sure how to use all these new features to benefit your company? No worries, Roghnu’s team of Salesforce consultants can help! Give us a call at 844.764.4681 or email us at firstname.lastname@example.org to get help today!