Winter '18 Release - Favorite Features by Salesforce MVP Denise Carbone


I recently asked several Salesforce MVPs to identify their favorite Winter '18 enhancements.

Here's what impressed Denise Carbone:

This feature is only available in LEX. It makes this process less confusing and more intuitive for users by keeping the conversion process on one page. You have the ability to create new OR add to an existing record. The feature allows you to select existing Opportunities as well as Record Types. 

This makes Lead Conversion just about fool proof! 



The ability to use Macros has existed for years in Classic, it’s also a staple feature in Desk.com.
Macros automate common repetitive tasks used by agents, t’s a time-saver must have, for users who are communicating with customers as they enable agents to be  efficient and consistent. 

In LEX, a user with a Service Cloud license can create and edit a Macro with the Lightning Macro Builder. The experience is compared to the Lightning App Builder. The macros Instructions tab show instructions for the macro. Instructions are composed from quick actions and their corresponding fields which can be selected.

Marcos also has a Homepage, where Service Cloud Users can view, edit and clone Macros 


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.


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