Slaesforce FAQ

how to be successful with salesforce spring 18

by Sonia Mraz Published 3 years ago Updated 2 years ago
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5. Duplicate Jobs

Keeping your Salesforce data clean and tidy can be a constant struggle and may even keep some of you up at night. Over the last few releases, Salesforce has improved its duplicate prevention and detection on single records.

4. Brand Salesforce with Your Company Colors Using Themes in Lightning Experience

Salesforce is such a big part of all our organizations, why not make it feel like it for all your users. In the Spring ’18 release, Salesforce introduces Themes and Branding. This cool new feature allows you to customize the look and feel to match your companies brand. Through Setup, you can upload a brand image and choose brand colors.

3. Personalized Navigation in Lightning Experience

If you have upgraded from Classic to Lightning Experience, you have probably been asked, “What happened to all my Tabs; I used to have a lot more than this?” Your Classic users may be missing the days of old when they could click the plus button on their navigation bar and add a tab that wasn’t in the default navigation.

1. Paths Everywhere!

If you are like us, then you are probably screaming from the mountain tops right now… FINALLY! Paths are finally available on Cases. The feature that you and your users have loved utilizing on Opportunities since the existence of Lighting Experience is now available on Accounts, Campaigns, and Cases.

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