Sales: High Velocity Sales Enhancements, Einstein Activity Metrics, Customizable Product Schedules, and New Einstein Features for CPQ and Pardot

Link sales cadences to address complex sales processes. Activity Metrics gives Einstein Activity Capture users a complete view of their activity data. Customizable product schedules can support more complex sales processes related to incoming revenue and outgoing orders. Drive sales teams to more intelligent pricing with CPQ Einstein Pricing Guidance. And use Einstein Campaign Insights to find similarities among prospects who engage with your campaigns.

High Velocity Sales: Person Account Support, New User Welcome Experience, and Improvements to Sales Cadences
High Velocity Sales (HVS) now supports person accounts and third-party calling solutions. Sales managers and reps can also assign prospects to any HVS user, not just the record owner. New users are greeted with resources to get up and running quickly. And we added lots of new sales cadence features, including the ability to chain together different sales cadences.
Sales Cloud Einstein: Quarterly Forecasting, Data Segmentation, and Global Models
Einstein Forecasting welcomes quarterly forecasts and data segmentation. Learn about global data models. Plus, enhancements to Einstein Activity Capture improve setup and sharing options.
Core Sales Features: Customizable Product Schedules, Quotas in Setup, a New View of Territory Forecasts, and Confetti to Celebrate
Customize product schedules to support your business processes. Manage sales quotas without Data Loader or the API. Users see all their territory forecasts on one page. And help your teams celebrate successes.
Productivity Features: Improved Einstein Activity Capture, New Customizations with Email and Templates, and Enhancements to Inbox
Einstein Activity Capture brings better sharing control and improved setup. Add images to email, and get enhanced letterheads in email templates. Use Inbox Now to see all the details and insights about the day’s activities.
Lightning Data: Choose Which Records to Target or Skip
You now have more control over Lightning Data updates and assessments. For instance, you can avoid running Lightning Data rules uselessly on old leads. Or skip the rule for records updated by other systems or when your company’s security or compliance policies prohibit data flow between certain records and a data service. For each Lightning Data rule, create a custom checkbox field, name it as specified, and add it to your records. The rule runs on records with the checkbox selected, and skips the rest.
Data.com Prospector and Data.com Clean Are Being Retired
Data.com Prospector and Data.com Clean licenses can’t be renewed after July 31, 2019. These products are scheduled for retirement on July 31, 2020. Current licenses will be honored.
Gmail Integration: Faster Email Logging and Email Tracking Improvements
Sales reps can opt to keep the options for logging an email to Salesforce open as they move through their email. Email tracking, available with an Inbox license, includes location information. Tracking information for emails sent from Gmail is available in the Salesforce activity timeline.
Integration with Microsoft: Faster Email Logging and Email Tracking Improvements
Log emails from Microsoft® Outlook® to Salesforce with fewer clicks. Get more focused information about tracked emails. Plus, learn about the latest Salesforce for Outlook version. Or give up Salesforce for Outlook upgrades altogether by moving to a cloud-based alternative.
Salesforce CPQ and Billing: Pricing Guidance, Improved Invoice Line Crediting, and Reliable Amendments and Renewals for Large Contracts
Drive your sales team to close deals by providing them with pricing guidance based on historical deals and product pricing trends. Amend and renew large contracts with lower risk of timeouts. Credit multiple invoice lines at once, and apply credit tax all in one convenient location.
Pardot: Data Visualization for Sales Users, New Einstein Insights, and More Goodies
Engagement History features now include dashboards for campaign records and prospect activity related lists for marketing asset records. Use Einstein Behavior Scoring values to tailor automated processes and find new campaign insights about marketing forms and landing pages. Plus, you can find Quick Filters and Full view options on some Pardot Lightning app objects.

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