Whether you are enjoying the warm summer in the southern hemisphere or the cold snowy winter in the northern hemisphere, it’s time to welcome the chirping bird and blossoming flowers into your Salesforce instance.
Salesforce started rolling out the first round of Spring ’15 release on the 9th of January which was completed on the 16th of January by upgrading NA1 instance. So far the following instances has been upgrade:
The second round of upgrades for the rest of the instances will start on the 6th of February and the final release weekend will be 13th and 14th of February. Sign up here for early access to the features of Spring ’15 release.
Here are 5 of my favourite features in Spring ’15 release:
1. Duplicate Management
A Maintaining clean and accurate data is one of the most important things you can do to help your organisation get the most out of Salesforce, so we’re excited to introduce Data.com Duplicate Management. Now you can control whether and when you allow users to create duplicate records inside Salesforce; customise the logic that’s used to identify duplicates; and create reports on the duplicates you do allow users to save.
This functionality Uses the Data.com technology but does not require a Data.com license and can match leads against contacts and also prevent duplicate creation when converting leads.
Here are further videos for managing matching rules and duplicates:
2. Sales Path
Among many awesome features released for Sales Cloud, Sales Path has caught my attention. Sales Path guides your reps through each stage of your company’s sales process and helps them stay focused on important sales tasks, so your reps can close their deals quickly.
In Salesforce1, Sales Path guides your reps through each stage of their opportunities. When you set up Sales Path, it’s a good idea to provide links to Chatter posts and other helpful information, like best practices, potential pitfalls, or even words of encouragement – anything to keep your reps eager to close their deals.
3. Process Builder
I am definitely in love with this feature… Lightning Process Builder is a workflow tool that helps you easily automate everything from daily tasks, like follow-up emails, to more complex processes, like order renewals and new-hire onboarding.
With the Process Builder, you can:
- Create a record (e.g. create a case using a workflow)
- Update any related record—not just the record or its parent
- Use a quick action to create a record, update a record, or log a call
- Trigger an autolaunched flow—from immediate and also scheduled actions
- Send an email
- Post to Chatter
- Submit a record for approval
4. Promote Business Continuity with Organisation Sync
With Organization Sync, you can set up a secondary, synced Salesforce organisation where users can work on your most business-critical processes and data whenever your primary organisation is experiencing downtime or maintenance.
Organization Sync is ideal for companies whose users need access to Salesforce at all times. For example, representatives in a 24/7 call center can continue to serve customers during maintenance windows with minimal disruption.
Organization Sync uses the framework of Salesforce to Salesforce, a feature that lets customers share records with other companies that use Salesforce. To set up Organization Sync, you’ll establish a secondary Salesforce organisation with matching metadata and create a data replication connection between the primary and secondary organisations. You can specify which types of data are copied to the secondary organisation by mapping essential objects and fields to the secondary organisation through a publish and subscribe process. Then, records are copied to the secondary organization in a way that ensures that they remain synced.
5. Product Field History Tracking
Very handy when you change the price on your products. New in this release, Products will have Field History Tracking. You can select certain Product fields to track and the changes made in the field will be displayed in the History related list. All entries will include the date, time, nature of the change, and who made it.
Salesforce Spring ’15 Release Notes
The release notes give you brief, high-level descriptions of new Salesforce features and enhancements to existing features. You also get setup information, implementation tips to help you get started, and best practices to ensure your continued success.
Click here to download Spring ’15 Release Notes in PDF format.