Salesforce Winter '18 Release: Lead Conversion Gets A Makeover!


The Salesforce Winter '18 release includes lots of awesome new features, especially for those organizations who are using Lightning Experience.


One of the major enhancements includes the completely revamped lead conversion screen!


Now you can edit the contact, account, select record types for your newly created record and you can also search for and select any existing record during the lead conversion process.

In addition, as part of the lead conversion process, you can now create a new task for yourself or a team member as a follow up.

Watch the video below to learn more about these cool new features and see them in action.




To read up even more on the Winter '18 release, check out the resources below:



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.


Don't miss a post! Subscribe to this blog via email, or add this blog to your Feedly.