Salesforce Lightning Roadmap - Sales

Now that the Winter '18 Salesforce release is available, I'm willing to bet that you're curious to know what's included and what new features are on the roadmap for Lightning.

Below you will see the items included with the Winter '18 release associated with core Sales features, as well as the items currently slated for Spring '18:

Winter '18
  • Calendar - Scheduling - GCal
  • Calendar - Event Invitees - GCal
  • Calendar - Share with Users
  • Email - Mass Email for Leads, Contacts and Person Accounts
  • Lead Convert - Display matching accounts in Account drop-down
  • Lead Convert - Pre-populate company name in Account & suggest Opportunity name
  • Lightning for Outlook/Lightning for Gmail - use Classic UI templates to craft emails
  • Merge - Person Accounts
  • Notes - Private Notes
  • Opportunity - Owner edit-ability of Forecast Category
  • Opportunity - Save and add products
  • Opportunity - Opportunity Teams - add/edit multiple team members
  • Tasks - Reminders
  • Enterprise Territory Management - Related List on Account, Territory field on Opportunity
Spring '18
  • Calendar - Scheduling - Exch 13/16
  • Calendar - Event Invitees - Exch 13/16
  • Email - Custom HTML Templates in Lightning, Template Management (Beta)
  • Opportunity - Opportunity Contact Roles - add/edit multiple contacts
  • Opportunity - Opportunity Splits
  • Person Accounts - Prepopulate person account in Lightning Send Email Action
  • Person Accounts - Display all related records for a person account in related list (Assets)

If you're interested in learning more, you can download the Lightning Roadmap here.

David Giller a Salesforce MVP, User Group Leader, Trainer, Consultant, Blogger & Author.

Although he started his career as an attorney, David entered the world of enterprise-scale IT management at NBCUniversal, & continued at GE Capital, where he was first introduced to Salesforce & became known as "The Salesforce Guru."

David is now CEO of Brainiate, helping companies unleash the power of Salesforce.

You can read more about David's bizarre career path here.

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