Access Lightning Experience on iPad Devices (Generally Available) – Do More
Get Guidance on Your Application’s Processes in Kanban Views – Save Time
Partner Relationship Management for International Students: Account Hierarchy Enhancements – Do More
Connect multiple tiers of external International partners to do business together. Create up to 7 levels of distribution on a partner account record with clicks, not code, so you can easily ensure the right data rolls up to the right stakeholders.
For Universities dealing with multiple indirect international partners, this would provide visibility into how to organize your partner accounts. The real cool thing would be to roll up opportunities at the top tier level. Hope this happens one day 😳
Einstein Reply Recommendations – Save time and More insights
Give your advisors AI-powered recommendations for replies to customer requests. To surface these recommendations, take advantage of a deep learning model that looks at the previous messages of a conversation to understand the context and suggest a reply based on a list of your approved response templates.
This is an add on with digital engagement but would be a huge time saver for advisors and admission who continuously type repeated responses for students.
Content Builder – Interactive Email – Do More
Evolve the inbox experience, starting with the Email Form block. Marketers can build in-email forms using five different templates. Subscribers can complete the form without leaving their inbox, and data collected from that form can drive actions and personalization in Marketing, Sales, and Service.
With this feature, you can collect data from your students inside their email and get more feedback using progressive profiling.
Einstein Copy Insights
Marketers can gather language-related insights related to subject lines in an intuitive dashboard to figure out what drives engagement and improves campaign performance.
This would be a key feature for marketing teams to measure the subject lines and email performance.
Pardot: Einstein Attribution
New AI-powered multi-touch attribution model that monitors all of the conversion patterns of your campaigns and highlights which channels and campaigns are most effective. Look at the complete journey from marketing to sales across multiple activities that connect a prospect to an opportunity – even if wasn’t linked through an opportunity contact role!
Take Personalization Further with Navigation Menus, Tile Menus, and CMS Collections
If you have international Students logging into your community, you can now create separate menus for each user and have a personalized experience.
Salesforce CMS: New Image and Document Types, Mass Import, and B2B Integration – Do More
Forecast your applications with Einstein Template
If you are using EDA, Here is a reason to leverage the application and test score object from EDA. If you use managed packages like Targetx or Enrollment RX, you should build automation to populate application and test score objects. With the new einstein template, you can get more insights with applications, test feeder schools providing students, and test score data.
Fund Raising Solution Overview
If you are in advancement, the above picture provides a roadmap of solutions on each stage of your donor lifecycle. With salesforce payment services, you can now integrate payment service gateways to collect donations in realtime. Giving pages will provide you mobile responsive forms to get donations easily from your donors.
The above is a roadmap for features for fundraising in the upcoming releases of Salesforce.on their accounts for their sales team.
Use the New Minimum Access User Profile
Create Multi-Step Walkthroughs for In-App Training
Onboard new hires to their workspace
Highlight a series of key but related features
Provide a navigational or feature overview
Guide users through a multi-step procedure
Work Through Lists with Ease Using Split View for Standard Navigation
Search with Everyday Words Using Einstein Natural Language Search (Beta)
Natural language search lets users enter common words and phrases in the search box to find the records that they want. Natural language search is supported for accounts, cases, contacts, leads, and opportunities.
For example, if your admission team enters my closed cases last year, Einstein Search interprets those words as a person does. The results show every closed case owned by that sales rep in the last year. Examples of natural language searches are available in the Help documentation.
Use Quick Actions to Assign Tasks to Queues
Send Mobile Activity Reminders (Pilot)
Event and task reminders are now available as push and in-app notifications for the Salesforce mobile app. Previously, event and task reminders were only available on the desktop.
This would help your sales team to get a push notification on record updates and will help to increase mobile adoption.
Speed Up Org Maintenance with the Optimizer App
Trigger a Flow That Performs Actions After a Record Is Saved
Access field values that are set only after the record is saved, such as the Last Modified Date field or the ID of the new record.
Create or update related records.
Debug More Flows Faster
Available for auto launched flows.
Non-DML statements, such as HTTP requests, are executed and are not rolled back.
Asynchronous actions and asynchronous DML statements are not rolled back.
The Pause element and some actions don’t support rollback mode. If you debug a flow with one of those elements or actions, the flow stops before executing the element or action. All DML statements are executed before the element or action are rolled back.
Pass In the Record When Launching a Flow from a Lightning Page or a Quick Action
To summarize the key features for Higher ed, here are my top 3 features which will add more value.
- Leverage In-App guidance to increase adoption with your current users in Salesforce.
- Use flows more than triggers on record inserts and updates actions.
- Leverage application and test score objects from EDA which would help you to provide more insights from the new Einstein Template.
As always, you can feel free to send me an email to email@example.com for further questions or post your comments below.