Top Salesforce Spring '23 Sales Cloud Features
Updated: Jan 9, 2023
As you might have already read, we went through the top 10 Salesforce Spring '23 release features in our previous blog. Now, it is time to dive deeper into every individual cloud feature and discuss its functionalities in detail starting with Sales Cloud.
With additional improvements to core and productivity capabilities, sales management procedures may be simplified, reps' work can be automated, and deals can be closed more quickly. Users of Revenue Intelligence can test out Account Discovery, a new tool that includes dashboards and Einstein Discovery, models. Enablement teams can use Einstein Conversation Insights to check whether their initiatives alter how sales representatives communicate with clients. Experience how simple everything is with the dynamic Activity Composer.
Utilize the updated forecasts page experience and track forecasts based on personalized dates. When using Enterprise Territory Management to track your reps' territory assignment dates, you may calculate their pay. And use Dynamic Forms to divide record details in leads.
Track the history of the assigned territories
Using Enterprise Territory Management, determine the reps' compensation based on their territory assignments' beginning and end dates. By reporting on those assignment dates, you can examine sales success, plan for future sales, and determine when your reps participated in deals.
Where: The Performance and Developer editions of Lightning Experience and Salesforce Classic, as well as the Enterprise and Unlimited editions with the Sales Cloud, are all affected by this change.
How: Select the option that begins the process of recording assignment activity in your active model under Territory Settings.
Using Territory Models as the main object, create a custom report type. Territory and User Territory Association Logs object relationships should be added. Run a report that includes columns like Territory Label, Full Name, Start Date, and End Date using the custom report type.
Create Personalized Forecasting Pages That Are Effective for Your Business
Create personalized desktop forecast pages with all the details sales leaders need to generate precise projections supporting your particular organization. You can create pages utilizing both common and unique components thanks to the simplicity of creating flexipages with the Lightning App Builder. Your website layouts might change as quickly as your sales procedures.
Where: The Professional, Performance, Developer, Enterprise, and Unlimited editions of Lightning Experience with the Sales Cloud are all affected by this change.
Who: Create, modify, and activate predictions pages using the Lightning App Builder with access to see and construct Lightning pages for Salesforce admins.
How: An initial default page is available when Collaborative Forecasts is enabled. It is possible to create many forecast pages and select which ones to activate and assign. Open a forecast page from the Forecasts menu to view and change it. Select Edit Page from the Setup menu after that.
Who: Create, modify, and activate predictions pages using the Lightning App Builder with access to see and construct Lightning pages for Salesforce admins.
How: An initial default page is available when Collaborative Forecasts is enabled. It is possible to create many forecast pages and select which ones to activate and assign. Open a forecast page from the Forecasts menu to view and change it. Select Edit Page from the Setup menu after that.
Additionally, you can design and modify forecast pages by beginning in Setup's Lightning App Builder.
For the optimum user experience, combine the Forecast Opportunity List component, which displays the related opportunities that contribute to the forecast, with the Forecast Opportunity Summary component, which displays the actual forecast data.
The prediction panel displays at the same height as the Forecasts Summary component if Einstein Forecasting is enabled and a user picks a value in the Einstein Prediction column.
Break Up Record Details in Leads
Create flexible record pages for leads using Dynamic Forms instead of working in the page layout editor. Add fields and field sections using the Lightning App Builder. Configure the fields and sections similarly to other page elements, using visibility rules to display to users only the information they require at the appropriate time.
Where: This modification is applicable to the Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions of Lightning Experience.
How: The Field Section choice and the fields that are accessible for each object are located on the Fields tab when you create a page using Lightning App Builder. The page can be moved around by dragging portions and fields.
Opening a Lightning page and choosing Edit Page from the Setup menu will allow you to move a layout to Dynamic Forms.
The page can be accessed through Setup's Lightning App Builder. The dynamic form for the page is expanded by the upgrade setup flow to include the fields and sections from the page layout.
Enable users to automate and improve their sales processes
Users can save time by quickly creating their own procedures to manage cadence targets they own with Automated Actions. Users can automatically add, remove, pause, or restart cadence goals, as well as alter target assignees, using straightforward if-this-then-that logic, depending on the criteria they specify. Users can design automated actions to add newly allocated leads to a cadence, for instance.
Where: This modification is applicable to Sales Cloud's Lightning Experience in the Enterprise, Performance, and Unlimited editions.
Who: Users having the Sales Engagement User or Sales Engagement Cadence Creator permissions as well as the Automated Action User permission can access this functionality.
How: Allow users to create automated activities should be enabled under Automated Actions Setup. Then grant users access to Automated Action User. 50 automatic activities may be produced by assigned users.
The users navigate to Automated Actions in the Sales Engagement app. They select the task they want to complete by clicking New.
They then select the object for which they want to set conditions and the field value conditions that cause the action to take place. Actions can be initiated automatically by leads, contacts, personal accounts, opportunities, cases, bills, and engagements.
Two additional sections in the Sales Engagement app allow users to build automatic actions.
By choosing to Add an Automated Action while manually adding a target to a cadence, users can automate adding records to that cadence.
Users can automate adding records to a quick cadence by choosing to Add an Automated Action when building a rapid cadence.
For Important Time Periods, View Pipeline Changes in Pipeline Inspection
To better assess the state of their pipeline, sales teams may now use a set of indicators that demonstrate changes to deals over time. Prior to this, they could only see their pipeline via the lens of anticipated category indicators.
Where: This modification is valid for Pipeline Inspection-equipped Lightning Experience in Performance and Unlimited editions. Revenue Intelligence, which is offered in the Enterprise Edition at an additional cost, also comes with Pipeline Inspection.
Why: Sales teams may focus on the proper deals and decide how to proceed with closing deals with the use of KPIs like new opportunities created, growth or declines in amounts, and late opportunities. When using the Increased and Decreased metrics filters, a Change field enables users to see exactly how changes in one opportunity's status affect the pipeline as a whole.
The metrics for pipeline changes can also be seen by users in a waterfall chart.
How: Go to Pipeline Inspection Setup to control the metrics that users see. In the section titled "Define How Metrics Are Grouped," you have control over which metrics kinds are visible. The metrics for Pipeline Changes and Forecast Category are both enabled by default. A drop-down menu allows users to choose between the metrics for forecast category and pipeline modifications.
Hence, these are some of the important Sales Cloud features. If you wish to implement these features into your organization, get in touch with us today. Visit our website to know more about us and the services we offer. In case of any queries, write to us at info@apphienz.com.