For the #Cubeforce team members living near our headquarters in King of Prussia, Pennsylvania, springtime can’t come soon enough. The weather is cold, the days are short, and the precipitation is plentiful. However, there is light at the end of the cold tunnel, and the Salesforce Spring ‘20 release reminds us warmer days are on the way.
With updates for Salesforce admins, developers, and business users, the Spring ‘20 Release builds on exciting advances unveiled at Dreamforce ‘19. New features for AI-powered Einstein capabilities are stealing the show, and the release includes valuable new capabilities for Community Cloud, Manufacturing Cloud, Financial Services Cloud, and more.
The Spring ‘20 Release is available after February 17, 2020.
Saving Precious Time with Einstein
Voice-enabled devices are changing the way we live and work every day. Asking Siri, Google, or Alexa to complete tasks, like playing background music, turning on lights, and giving the weather report, has become commonplace in many homes.
Building on the ease of use offered by these devices, Salesforce has extended Einstein capabilities to include using voice commands to complete tasks on the platform. While the Einstein Trailhead character-shaped device was well received at Dreamforce ‘19, the device was for demonstration purposes only. Salesforce users will give commands using Salesforce mobile app for iOS and Android in Professional, Enterprise, Unlimited, and Developer editions.
Using the Einstein Voice Assistant, Salesforce users can complete the most common tasks through voice commands. Examples of tasks include logging field service calls, creating contacts and leads, and creating follow-up tasks or updating records. The Voice Assistant is customizable, and Salesforce developers can tailor the app to enable voice commands that are relevant to individual user needs.
Personalizing Community Cloud Experiences
To further build on the idea of digital transformation through customer-centric business practices, Salesforce has added capabilities to Community Cloud that personalize customer experiences.
Not every customer prefers using a ‘Contact Us’ form to communicate with business representatives. Each customer is unique and may feel more comfortable using other contact methods. To meet this challenge, Salesforce has created an alternative to the traditional ‘Contact Us’ website form on the Community Cloud platform.
Now, businesses can select up to six contact channels through which customers can communicate with representatives through a user-friendly channel menu. Customers can use the channel menu to communicate through SMS text messages, Facebook Messenger, WhatsApp, web chat, or by telephone. Channels that appear on the menu are customizable to business needs.
Improving Sales Forecasts in Manufacturing Cloud
Accurately predicting sales revenue through forecasts is essential in manufacturing. That’s why Salesforce is forever working to improve and expand forecasting capabilities in Manufacturing Cloud. In addition to improving predictions for sales forecasts, the Spring ‘20 Release makes it easier to tailor forecasts to individual business needs.
Among the enhancements to sales forecasts in Manufacturing Cloud are:
Leveraging APIs in Financial Services Cloud for Mortgage Processes
The 1003 Residential Loan Application process just got easier for Salesforce Financial Services Cloud users. In the past, loan officers were duplicating work due to siloed processes when completing mortgage applications. With mortgage business APIs, Salesforce developers can connect Financial Services Cloud to third-party loan origination or mortgage point-of-sale systems.
Streamlining Document Management for Financial Services Cloud
With so many regulatory compliance documents and client onboarding forms, financial services companies need a secure and reliable system in place to issue, track, and store sensitive documents. Financial Services Cloud already provides these functions, but the Spring ‘20 Release includes several enhancements.
Clients, loan officers, and other agents now have a more complete picture of the loan application process with customized action plan templates. These templates offer step-by-step guidance to everyone involved in the process. The action plans allow Salesforce FSC users to define repeatable steps and processes to automate task assignments and processing.
Getting Ready for the Spring ‘20 Release
Salesforce release notes can get pretty detailed and may cause audiences to go down the ‘rabbit hole’ if they don’t know what to look for. While navigating the release notes, resist the urge to read every piece of information. Salesforce is great at making user-friendly guides to navigate their tech-heavy content.
Here are two easy-to-follow Spring ‘20 Release guides you can use to find updates that are most relevant to your Salesforce usage:
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