Sales: Einstein Lead Scoring, Collaborative Forecasts, and Campaign Influence
Deliver high-impact Lightning Experience features that keep sales
teams laser-focused on the leads and deals most likely to generate sales. Help reps stay
focused on the sales pipeline directly in Outlook and Gmail.
Sales Cloud Einstein: A Smarter Sales Process at Every Step
Einstein Lead Scoring comes to Salesforce Classic. Plus, we improved setup for Lead Scoring and give you more control over what your lead scoring model is based on. Einstein Automated Contacts gets automated and includes a new dashboard. Einstein Activity Capture has better integration with Microsoft and support for quotes and contracts. These changes apply to Lightning Experience and Salesforce Classic.
Google Integration: Flexible Record Matching, More Template Options, Two-Way Event Sync, and Required Change to Lightning Sync Setup
Get your reps working their Salesforce deals in Gmail™ and Google Calendar™. Lightning for Gmail gives reps added flexibility when they’re matching email recipients with relevant Salesforce records. More email template options, Einstein lead scoring, and Salesforce tasks get reps working smarter—not harder. Lightning Sync now includes two-way event sync for Lightning Experience and Salesforce1 users. In addition, customers syncing events from Google Calendar to Salesforce need to update their Lightning Sync setup to continue syncing events in Winter ‘18. These changes apply to Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.
Microsoft® Integration: Task Management, Pardot Engagement, and Sync for the Masses
Get your reps working their deals in Outlook email and calendars. Access to Salesforce tasks, more email template options, and even Pardot Engage features get your reps to master the sales process. What’s new with Lightning Sync? Service and Force.com licenses. Read about it! These changes apply to Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.
Security: Encryption of Sales Data
Protect more of your critical sales data, including customers’ personally identifiable information (PII) using Shield Platform Encryption.