Productivity Features: Task Reminders, Enhanced List Views, and Forecasting in the Sales
Help your reps maximize their productivity in Lightning Experience
with task reminders, list view improvements, and more calendar options. Collaborative Forecasts
are also now available in the Sales Console.
Sales Console: Welcome Forecasting to the Console
You’ve been patiently waiting for Collaborative Forecasts to come to the Lightning Sales Console. The wait is over! Plus, we’ve made other great improvements to Lightning console apps, including the ability to add favorites, navigation rules to make your users’ workflow more efficient, and additional keyboard shortcuts.
Email: Introducing List Email
Your company’s marketing and sales teams can take email marketing farther with list emails. They can curate a list view of targeted contacts, leads, and person accounts. They can also send a separate, personalized email to each recipient on the list. These changes apply to Lightning Experience only.
Notes: Keep Sensitive Data Private with Private Notes
Your reps rely on notes to streamline their workflow and increase productivity. With private notes, they can record sensitive information while keeping the note in context. Reps can also selectively share private notes. This change applies to Lightning Experience and all versions of the Salesforce app.
Calendar: More Robust Calendar Options in Lightning Experience
Collaborate more efficiently with your colleagues in Lightning Experience. Reps can share calendars and add attendees to events that are syncing with Google Calendar. These changes apply to Lightning Experience, Salesforce Classic, Salesforce for Android, Salesforce for iOS, and Salesforce mobile web.