Learn about other changes we’ve made to improve usability.
Cloud Scheduler Is Being Retired
Cloud Scheduler began phased retirement in Winter ‘17. It’s unavailable in Salesforce orgs created in Winter ‘17 or later. If you enabled Cloud Scheduler before Winter ‘17, it remains available in your org until Winter '18. This change applies to Salesforce Classic only.
Make It Easier to Create Orders
You can now add Orders as global actions, so you can choose the pages in Salesforce where your reps can create orders. This change applies to both Lightning Experience and Salesforce Classic.
Add and Edit Multiple Order Products
In Lightning Experience, reps can now add multiple products to orders and edit multiple order products at the same time. This change applies to Lightning Experience only.
Email Quote PDFs with One Click
In Lightning Experience, reps can now email one or more quote PDFs by clicking Email PDF in the Quote PDFs related list or list view. This change applies to Lightning Experience only.
Preview Quote PDFs in Firefox
In Salesforce Classic, reps can now preview quote PDFs in Mozilla Firefox. Support for Firefox quote PDF previews in Salesforce Classic began in Spring ’17. This change applies to Salesforce Classic only.
Person Accounts Show All Cases in Related Lists
The Cases related list on person account records now includes cases where the person account is listed in the Contact Name field. Previously, only cases where the person account was listed in the Account Name field appeared in the Cases related list. This change applies to Lightning Experience only.
Duplicate Management Setup Items Consolidated
In Lightning Experience, the Setup items Duplicate Error Logs, Duplicate Rules, and Matching Rules are now grouped under Administer | Data Management | Duplicate Management. In Salesforce Classic, these items, along with Duplicate Record Sets and Duplicate Record Items, are grouped under Administration | Data | Duplicate Management. Previously, in Lightning, these items were found under Feature Settings | Data.com; in Salesforce Classic, they were found under Data.com Administration | Duplicate Management. These changes apply to both Lightning Experience and Salesforce Classic.
Ineffective Matching Rules Can’t Be Activated
Sometimes a matching rule defines matches so broadly that too many records are defined as possible duplicates. Salesforce blocks activation of such a rule and sends an email with more details to the admin who tried to activate it. This change applies to Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.
Data.com Prospecting Insights in Lightning Separated from News Component
Prospecting Insights is now a separate component in Lightning Experience. Previously, it was included in the News component. In some orgs the News component was moved in Summer ’17, but the Prospecting Insights component remains on account and opportunity pages. You can move or remove it any time using the Lightning App Builder. This change applies to Lightning Experience only.
Data.com Tab to Be Available Only to Prospector Customers
The Data.com tab in Salesforce Classic will be available only to licensed customers of Data.com Prospector as of Winter ’18. Currently, all Salesforce customers can search for companies, contacts, and leads in the tab. Licensed customers of Data.com Prospector can also import records. This change applies to Salesforce Classic only.
Data.com Account Data Assessment to Be Retired
Free account data assessments using the Company Info for Accounts data integration rule are scheduled for retirement in Salesforce as of Winter ’18. You will no longer have access to assessments that you’ve run before Winter ’18. If you have a Data.com Premium Clean license, you can still use the rule to update your accounts with company information. This change applies to both Lightning Experience and Salesforce Classic.