Sunday 19 March 2017

Spring 17 - Sales Cloud Features


Global Actions Added for Contracts and Orders


Global actions are available for the Contract and Order objects, so you have more control over customizing actions for these objects.

Quick Actions are added in the Salesforce Classic Publisher section to the page layout editor for Contracts and Orders and made global actions available there.


Rich-Text Editor for Notes Is Now Using Quill


Rich text editor used in notepad is replaced with Quill editor. It has same functionality as Rich text editor but slightly different visual appearance. This change applies to Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.

Business Processes Use Name Field to Evaluate Person Accounts
Previously, an account-related process that used the Name field looked only at business accounts, even when the person account’s first and last names matched the rule criteria. Now, a process that uses the Name field looks at person accounts.
If you prefer processes continue to ignore person accounts, add the IsPersonAccount field to the criteria so that person accounts are excluded.
Triggers, validation rules, flows, approvals, workflow, and Process Builder evaluate person accounts more effectively.

Account Autofill Now Called Automated Account Fields

Automated Account Fields is the new name for the account feature that displays US-based companies in the Account Name field as sales reps enter information. Reps can select a suggested company from the list, making it easier to create business accounts.This change applies to Lightning Experience only.

Sales Console Permissions Are Easier to Assign in Salesforce Classic

A standard permission set is now available for the Sales Console in Salesforce Classic. Standard permission sets save you time when working with permission set licenses. When you purchase the Sales Console permission set license, you can immediately assign the permission set to users.

Lead Assignment Rules Visible in Lightning Experience

Salespeople can now see the Lead Assignment checkbox on new leads in Lightning Experience. This change applies to Lightning Experience only.

Fields Changed in Quotes Related Lists

In Winter ’17 and earlier, the quotes related list on opportunities, contacts, and contracts included Discount and Grand Total fields.

In Spring ’17, we removed those fields and added Subtotal and Total Price fields. The Discount and Grand Total fields still appear on the quote line item record home.

Subtotal is the line item’s sales price multiplied by the quantity and minus the discount.

Total Price is the total of the quote line items after discounts and before taxes and shipping.

Discount is the difference between the sum of the QuoteLineItem record’s Subtotal and the sum of the QuoteLineItem record’s Discount totals. Expressed as a percentage.

Grand Total is the total price of the quote plus shipping and taxes.

Refer Release Notes here




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