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A throwback to Winter 2017, Salesforce had just introduced a few of its most important Lightning features. In 2021, we dug out our top tips from the time, as they’re still useful to read about and make sure you’re getting the most out of Salesforce Lightning. In this blog, we covered Kanban view, merging leads, Lightning Voice (now Lightning Dialer) and integrated email.
Until 2017, this view was only available for Opportunities. However, as a well-received element of Lightning Experience, Salesforce opened up the feature to Leads, Campaigns and Contacts. See the screenshot from Salesforce’s help guides:
Following the introduction of Salesforce’s own duplicate management tool in Spring ‘15, they made further enhancements to this with the “Potential Duplicates” Panel. The feature is completely automated and presents potential dupes on the Lead viewing screen, without the need to search! Of course, this is all fully customisable and administrators are able to define what constitutes a match.
Check out the example below:
Clicking “View All” presents each matching Lead:
Comparing the records gives the opportunity to merge:
Computer telephony integration (CTI) apps within the Salesforce ecosystem started seeing notable success before 2015. This encouraged Salesforce to introduce their own tool in 2016, Lightning Voice. This tool lets users make phone calls with their keyboard or the on-screen dialer. It removes the requirement for records to have a phone number associated. It also grants access to call history and forwards calls to the sales reps’ mobile phone.
Since 2017, users have been able to take advantage of several features:
In Winter ’21, Lightning Sync was replaced by Einstein Activity Capture to sync contacts and events between Microsoft® or Google applications and Salesforce. Read more about the comparisons between these two features to understand the value of Einstein Activity Capture.
These features were introduced in 2017 but it’s worth noting them today, as they are just as useful to be aware of:
It’s great to see so many features being bundled into each release. We at BrightGen always use the new additions quickly and easily. If you haven’t migrated to Salesforce Lightning yet, take a look at our Lightning migration service. We can get you there in about a month!
Stay on top of Salesforce releases on a quarterly basis by listening into our webinars with Keir Bowden giving you the highlights.
24th February 2021
by Keir Bowden
16th February 2021
by Jon Maynard
15th February 2021
by Julia Valentine
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