It may not look like spring outside, but it is the time of year for the Spring Release of Salesforce!
The Spring ’19 Update provides a host of new features for users, administrators, and developers. Artificial intelligence (AI) has quickly become a dominant feature in the Salesforce platform. Einstein, Salesforce’s moniker for its AI feature stack, promises to play an increasingly important role in all future releases of the Salesforce product.
The Spring ’19 release provides several new AI features that include the introduction of Einstein Prediction Builder and Next Best Action. Spring ’19 also promises to improve all users’ Salesforce experience by reducing waiting times and presenting a more responsive and helpful portal.
In addition, we recently learned that Salesforce will be turning on the Lightening experience for all customers on a rolling basis beginning on October 12, 2019. The time to begin the transition from Classic to Lightning is now!
We’ve grouped our Spring ’19 new features into two categories. Part 1 of our blog focuses on the new features that improve the Salesforce experience for users and Part 2 covers the enhancements that benefit administrators and developers.
Pinned List Views
We started with the Pinned List Views feature because it affects every user on the Lightning platform. When viewing any object (Accounts, Opportunities, Contacts, etc.) the default view was “Recently Viewed” and there was no option for the user to change the setting. In Spring ’19, users can create a custom view for each object and pin the list view to make it the default when the user opens the object.
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Salesforce Spring ’19 Release Notes
High Velocity Workspace
High Velocity Workspace is a Spring ’19 feature designed to improve sales team productivity. The new feature provides sales team members will a robust interface that streamlines the entire sales process life cycle. In addition to displaying the information they need to interact with potential customers; the new interface allows the salesperson to easily complete the most common activities performed during the sales process.
The High Velocity Workspace screenshot below shows customer highlight information (1), workspace (2), contact lead score and top positives (3), ability to pin tabs to easily access additional information (4) and a customizable queue (5) that allows users to prioritize their work by different criteria. The interface allows sales personnel to call prospects using the Lightening Dialer, log notes from the call, update personal information and send a follow-up email without leaving the High Velocity Workspace.
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Salesforce Spring ’19 Release Notes
Sales Cadences
One of the features of the High Velocity Workspace is Sales Cadences. Sales Cadences allow users to create a series of tasks (1) using the Sales Cadence Builder. This feature allows the sales person to easily know exactly what needs to be done for each prospective customer. Some examples of these tasks include sending an email (2), setting up a call (3), establishing a wait period (4) or a custom task (5).
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Salesforce Spring ’19 Release Notes
The user will be able to access a Sales Cadence tab that allows them to see their Targets (1) and view the Sales Cadence steps (2).
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Salesforce Spring ’19 Release Notes
Lightning Historical Tracking Reports
Another big feature in Spring ‘19 is Lightning Historical Tracking Reports. Salesforce has been adding numerous reporting features to Lightning in the last few releases and Spring ’19 is no different. In this latest release, users will have the ability to view historical data when running reports, providing them with the ability to see how the data has changed over time.
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Salesforce Spring ’19 Release Notes
New Dashboard Enhancements
There are a couple of new enhancements to dashboards in the Spring ‘19 release. New 1×1, 1×2 and 2×2 dashboard component sizes provide more visibility into important data. The screenshot below shows a row of 1×1 metric components (1) and a set of 1×1 and 1×2 components (2) providing details on the opportunity pipeline.
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Salesforce Spring ’19 Release Notes
Additionally, dashboards can now be created using the new 12 column width. These two enhancements will give users the ability to add more information to dashboards than in previous releases.
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Salesforce Spring ’19 Release Notes
Improve Productivity with Pop-Out Utilities
Users will be able to pop out standard and custom utilities into their own windows. This is another Spring ’19 new feature that is intended to increase user productivity by keeping them on one page for as long as possible. When used in conjunction with the High Velocity Workspace, users will be able to see more information and perform actions that previously required them to navigate to multiple Salesforce pages. The utilities can be popped back into the Utility Bar or users can close the window when finished.
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Salesforce Spring ’19 Release Notes
Salesforce CPQ and Billing
Usage-based pricing is now available in Salesforce CPQ (Configure-Price-Quote). In Spring ’19, consumption schedules can be set up when configuring variable pricing based on the volume of usage. Spring ’19 users can define a unit of measurement (1) and a rating method (2). Users can also configure a billing frequency based on usage (3) that tells Salesforce Billing when to send an invoice. Consumption Schedules allow for more flexibility in pricing and billing for volume-based products and services.
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Salesforce Spring ’19 Release Notes
Wrapup
We hope you found Part 1 of our series on Spring ’19 new features to be informative. In Part 2, we’ll cover our favorite features for Salesforce administrators and developers.
Thanks for reading!
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Eric Stephan
Certified Salesforce Administrator and RadixBay Salesforce Business Analyst
Eric enjoys spending his spare time with his wife Jennifer and their dog Lucy. His other pastimes include golfing with his friends and gaming. Eric is passionate about helping underprivileged animals and hopes to one day run an animal assistance non-profit organization.