Sales: New and Improved Einstein Features, LinkedIn Integration for Leads, and Enhanced Productivity Tools

Get smarter with Einstein Forecasting and Einstein Opportunity Scoring. Use LinkedIn as a source for lead generation. Help reps be more efficient with call monitoring in Lightning Dialer, improved list email, and other tools.

Sales Cloud Einstein: A Smarter Sales Process at Every Step
Use the improved Einstein Readiness Assessor to see if your org is ready to start using Sales Cloud Einstein. Say hello to Einstein Opportunity Scoring and Einstein Forecasting. Enjoy enhancements to Einstein Lead Scoring and Einstein Activity Capture. Get your sales teams up and running with Sales Cloud Einstein features and dashboards. These changes apply to both Lightning Experience and Salesforce Classic.
Core Sales Features: More Features, More Sales
Blaze your path to success even faster with new and improved features in core sales areas. Source new leads from LinkedIn. Find out how customers are engaging with your campaigns. Use Path to manage the life cycle of your accounts. Share credit for a deal with your team with Opportunity Splits in Lightning Experience. And many more features to help you close more deals. Most changes apply to Lightning Experience only, but we’ve tucked in a few gems for the Salesforce app and Salesforce Classic, too.
Productivity Features: Sales Console Improvements, Call Monitoring, and Email Enhancements
Help your reps maximize their productivity in Lightning Experience with a slew of console features, Call Monitoring in Lightning Dialer, and list email improvements.
Data Quality: Global Duplicate Management, Company Search and Import
Duplicate jobs give you control over duplicate accounts, contacts, and leads. And sales teams using Discover Companies can fill their pipeline with new prospects. These features are new in Lightning Experience.
Google Integration: Flexible Record Creation, More Opportunity Insights, and More Sync Options
Get your reps working their Salesforce deals directly from Gmail™ and Google Calendar™. Lightning for Gmail provides reps flexibility to add records from emails that don’t match a person in Salesforce. More Einstein insights and auto-completed record fields get reps working faster. Plus, help reps stay productive with more sync features, like person account sync, a new sync direction, and more availability for event attendee sync. These changes apply to Lightning Experience, Salesforce Classic, and all versions of the Salesforce app.
Microsoft® Integration: Flexible Record Creation, More Opportunity Insights, and More Sync Options
Get your reps working their Salesforce deals directly from Microsoft Outlook®. Lightning for Outlook provides reps flexibility to add records from emails that don’t match a person in Salesforce. More Einstein insights and auto-completed record fields get reps working faster. Plus, help reps stay productive with more sync features, like person account sync, more sync directions, and more availability for event attendee sync. These changes apply to Lightning Experience, Salesforce Classic, and all versions of the Salesforce app.
Salesforce CPQ and Billing: Quote and Payment Improvements
Deliver quotes, proposals, and contracts quickly and accurately. Automate your billing and payment process with flexible tools and terms. Salesforce CPQ and Billing offers an end-to-end solution for creating quotes, closing deals, settling invoices, and reporting revenue. Available in Lightning Experience and Salesforce Classic.
Pardot: Campaign Alignment (Beta), Campaign Engagement (Beta), Lead–Account Matching, Support for Japanese
Sync Pardot and Salesforce campaign records, see how campaign members are engaging with campaigns, match leads to accounts, and use Pardot in Japanese. These changes apply to Lightning Experience only.
Other Changes in the Sales Cloud
We’ve added adjustable column widths in the forecasts grid and a new permission required to access the forecasts page in Lightning Experience. We removed data for contacts in the UK and Ireland from the Data.com Connect database and we added zero quantity order lines to order products.

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