Read our blog for the latest insights on sales and marketing Take Me There
Webinar: Use Sugar Data to Easily Generate Complex Documents Register
Webinar: Advanced Calendar Solution for Sugar Register
The Winter ’19 release delivers more connected customer experiences with new features that help your teams drive lasting customer relationships.
Salesforce made it easier to find what you need in the supported browsers' documentation. Supported browsers for Salesforce vary depending on whether you use Salesforce Classic or Lightning Experience. As of April 5, 2019, Salesforce no longer supports Internet Explorer 9 and 10. You can continue to access these browsers, however, Salesforce will not provide support for issues that you encounter using them.
Salesforce introduces new ways to ease and encourage users to transition to Lightning Experience. Also, get insight into why users are switching back to Salesforce Classic with a new feedback form. Personalize your view in Lightning Experience with display density controls. Fast track your communication with predefined quick text messages in emails, tasks, events, and chats. Search within list views, and share your favorite list view with your team. Check out the ways that Salesforce bolstered surveys, search filters, and Lightning console apps. And that’s only half of it.
Lightning Experience: A Modern and Intelligent User Experience
Lightning Experience is a completely reimagined interface. Even better, it’s built on Salesforce's UI platform, so the experience can grow and evolve with your needs. Check out the new features and considerations in this release.
Stay in the app to celebrate, set up, and subscribe to Salesforce Essentials with in-app Trailhead badging, improved setup flows and a new subscription page. In Sales Essentials, tackle more tasks with improved setup flows. In Service Essentials, create a self-service help center and use CTI to let agents make calls from their computers with a softphone.
Improvements and new features in Einstein Forecasting, Activity Capture, Bots, and Analytics give you greater flexibility, quicker setup, and easier insights. Take a look at the brains we packed into your business machine.
Custom fields in Einstein Forecasting make Salesforce more intelligent. Measure sales performance with territory-based quotas and forecasts. Extend the world’s No. 1 CRM to email and calendar via integration with Microsoft® and Google. Build recurring relationships with your customers with CPQ Evergreen Subscriptions. And get smarter marketing automation with Pardot in Lightning Experience.
Enjoy a cornucopia of new features to help bring your customer service to the next level. LiveMessage in Lightning Experience lets you engage with customers on top messaging channels from the Lightning Service Console. With Help Center, create a help site to share Knowledge articles and let customers log cases for issues that require human intervention. In Lightning Flow for Service, view completed steps in the Guided Action History and alert agents to required steps. Share dispatching responsibility with your field service contractors by giving them access to the dispatcher console from a community. Finally, power your Einstein bots to do more for your customers with process automation flows.
Drive decisions with insights from reports and dashboards and Einstein Analytics. Drill down in Lightning Experience reports to get the details behind the numbers. Create Einstein Analytics assets with templates, enhanced sharing security, file-based data connectors, and much more.
Communities elves have been hard at work this release, bringing amazing features and improvements. Your community members can finally have actual conversations using threaded discussions. Recognition badges help motivate community members and drive adoption. Guest community users can use flows to do a host of things in a community without logging in. And your customer support can help customers help themselves by quickly setting up a knowledge base community using the new Help Center template. All this and a host of new components, security features, and general improvements to keep your community implementations buzz-worthy.
Automatically save your posts as drafts as you’re composing. Now when you post, the cursor moves to the text body instead of the To field so you can start writing your post right away.
Files: Sharing Folders Publicly and File Details on Mobile
Use public links to share folders, so you can deliver collections of files to your employees, partners, customers, and prospects. Access file details on the go with mobile file detail pages.
Check out the latest features for getting more done no matter where you are.
Standardize customer engagement processes with Action Plans task templates. Find out what’s on customers’ minds with Salesforce Surveys. Give bankers a more holistic view of customers with the Commercial Banking Console Lightning app. And help customers help themselves with Einstein Bots for Financial Services Cloud. Plus, accelerate data insert and update operations with the enhanced rollup framework in Financial Services Cloud.
Health Cloud: Utilization Management, Health Insurance Data Model, More Usability Enhancements
Health Cloud now supports seamless collaboration among healthcare providers and payers. Providers can submit and track requests for authorization, and payers can process requests to make sure patients get the right care, at the right time, in the right place. And new Lightning components have been added to make it easier to build your own custom record pages for your users.
Continue making your org smarter with the Einstein Next Best Action pilot. Make your Lightning pages more dynamic and more useful with a new component visibility rule parameter and new components. Beef up your flows with a host of new screen components, expanded limits, and the ability to deploy flows and processes as active.
Your community members and other external users can now use an email address or a phone number to log in or sign up, and with single logout, you can identify which user sessions to end. You can encrypt many more fields and control who can change encryption policies. The new transaction policy wizard makes creating transaction security policies faster and easier. And your users are safer with alerts that warn them before they are redirected from Salesforce.
Salesforce IoT has innovations to help you create unique and memorable customer experiences. You can add your Salesforce IoT data on any page in Salesforce with our new IoT Insights Lightning component. New troubleshooting features let you send event messages inside the app and view the messages as they are received. Salesforce also makes contexts easier to use and improving trackers.
Whether you’re using Lightning components, Visualforce, Apex, or Salesforce's APIs with your favorite programming language, these enhancements to the Salesforce Platform help you develop amazing applications, integrations, and packages for resale to other organizations.
Marketing Cloud is the premier platform for delighting customers with 1:1 customer journeys. It enables you to build a single view of your customer-leveraging data from any source, and plan and optimize unique customer journeys based on your business objectives. Deliver personalized content across every channel and device at precisely the right time, and measure the impact of each interaction on your business so you can optimize your approach in real time and deliver better results.
This release includes a new critical update for email security. And the critical update that enforces stricter content security policy for Lightning components will be retired.
For a full list of changes, download the PDF version of these release notes.