The Classic Side of Winter ’19 release

This has become a bit of a thing that I do when a new release comes out. It seems that most folks focus on the Lightning side of the release notes, which makes sense since the majority of the new features are geared that way. However, there are still so many companies out there that are using Classic that I want to dedicate a post to them to call out the features or relevant updates for those Classic folks.

This round of release notes seems to have brought more to call out than usual, so I hope you find this useful!

Microsoft

  • Lightning for Outlook in the Microsoft store is now going to be called Salesforce Lightning for Outlook and automatically will include the Inbox features for those who have a license.
  • There are no planned updates for the old Salesforce for Outlook plugin. Salesforce is pushing for users to move over to Lightning for Outlook
  • It has finally happened! Going forward new users will NOT be able to use Salesforce for Outlook.
    • If your users were using the downloadable plugin, but have not been using it regularly, they will NO longer be able to use it and the admin will not be able to create or edit the previous configuration.

Service

  • You will now be able to require a ReCaptcha on Web 2 Case. The is a measurement to help fight against spam getting into the system.

Reporting

  • Dashboards can now have up to 50 values per filter! This is an increase from the previous 10.

Pardot

  • If you have been dealing with GDPR and trying to update contacts or leads in Salesforce and wanting to Opt them back in, then you have run into the mess that is the connection between the 2 systems to be able to achieve this. As a result, Salesforce has made a change that will allow you to update the Opt-In status for up to 100 prospects/ per day. The setting for this is in the Pardot portal.
  • Campaign members will now stay synced between Salesforce and Pardot. This process is now handled automatically where the records exist.

Files

  • Quip can be integrated with Classic! Add Quip documents to most Salesforce standard and custom objects.

Sales

Misc.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s