If you are in Higher Education using Salesforce and Lightning, this post would help you to prepare for key features which would help you to do more, provide insights to your users and prevent problems.
Jump Right into Your Most Important List View with Pinned Lists
Print a Record Page
Create Personalized Appointments with Lightning Scheduler
Why: Here are some of the things you can do with Lightning Scheduler.
Create records that represent your employees, and add details about their skills, locations, and availability.
Define office locations and operating hours.
Create appointment topics, such as campus visits, event locations.
Search for employees with the right skills for an appointment, including certifications and areas of expertise.
Schedule customer appointments, and add details about required attendees.
Why this is important: For institutions looking for an appointment management system, this could be an option but this has an add on cost.
Organize Email Templates with Folders and Nesting
Check Tasks Off Your List with a Click
Score Prospects on Engagement Activity
- Expanded Enforcement of Daily External Email Limit for New Orgs
Account For Your Customers’ Email Opt Out Preferences
If you are looking to build new flows, check the app exchange for pre built flow templates .
simple components like get records replacing fast lookup vs single record which will simplify your job.
instead of sobject it will be records in flow
only reason to go to flow designer is to enable rich text editor which will be built later.
use record collection variable with sobject variable.
Return Bounced Emails to Senders as Attached Files
Access Salesforce Information Directly from Google Calendar
Log Emails to People Who Aren’t Email Recipients from Outlook and Gmail
Configure the Salesforce-Pardot Connector with Improved Navigation and Design
Choose Which Records Sync Between Salesforce and Pardot
See Marketing Asset Performance on Campaigns (Generally Available)
Verify Your Customer Communications with Email Draft Approval
Control the messaging between your agents using Lightning Experience and your customers to ensure that the content is as amazing as your company. Require that agents send email drafts to designated approvers when they’re communicating with customers. Previously, email draft approval for case emails was available only in Salesforce Classic.
How: Enable email drafts in Setup on the Support Settings page. Then configure a workflow process on the email message to define approval and rejection actions.
Why this is important: This would help marketing teams to verify branding on customer emails before allowing the admissions team to send emails to students.
Suggest the Right Recommendations with Einstein Next Best Action (Generally Available)
View Transcripts Without a Live Agent License
Increase Engagements by automating badge creation with Missions feature.
Why you should use this: This would help you to drive engagement with your students and alumni and also share knowledge.
Help Your Members Stay on Topic
Provide Search Engines with the Freshest Content Snapshots immediately instead of weekly
Help Students Get Answers Fast, and Lighten Your Support Load
Assess Audience Effectiveness with Google Analytics
Localize Login Prompts and Custom Error Messages for Login Discovery
See What Your Guest Users See
Translate Feed Items on the Spot
Display an Image and Capture Address Information More Easily in Your Flows
Check a Field’s References Before You Edit It (Beta)
Clone, Deploy, Upload, and Validate Change Sets with Fewer Clicks
Save Time by Cloning Sandboxes (Generally Available)
Assign Default Home Pages Based on the Lightning App
Make sure that users see the Home page that’s most relevant to them by assigning default Home pages by app. The app default Home page overrides the org default Home page for users in the app. And if you create app-and-profile assignments, those Home pages assignments override all others.
Why this is important: This should help you to build separate home pages for admissions, marketing and advisor teams on your org.
Force.com IDE Is Being Retired in October 2019
Subscribe to our mailing list and get tips to maximize salesforce to your email inbox.
I am honored to have your subscription. Stay tuned for tips to maximize your salesforce investment
Something went wrong.