It’s been a month since Spring ’18 hit our orgs! With this in mind we wanted to share three features from the most recent release that will be of most help to customers.
We are super excited by the standard survey component! The ability to create easy-to-use forms for collecting feedback from your users or customers is fantastic. All the data collected via the forms is stored in Salesforce allowing you to utilise the power of reporting and dashboards to share insights with your team.
An added bonus is the ability to embed these forms in Lightning pages and communities making it even easier for you to connect with your customers.
Of course, there are some small limitations. Surveys are available by default in Developer, Performance, Enterprise and Unlimited editions with Health Cloud. If you don’t have Health Cloud, don’t worry, surveys are available in all of the above editions without but, an additional fee applies.
Other than adding a company logo, Salesforce has been limited in terms of customisation… until now!
Available by default in Group, Professional, Enterprise, Performance and Unlimited editions, Themes allow you to customise your org with colours and logos like never before. You are able to choose from one of Salesforce’s built in Themes or create custom ones in a few clicks.
There are a number of things to take into consideration when using Themes. The main one being that only one Theme can be used at any one time and it applies to your entire org. By default, orgs use the built-in Lightning blue theme which cannot be modified or cloned. However, you can create up to 300 custom themes. If you have any Chatter External users, they will only see the default Lightning blue theme
Store Certain Data Privacy Preferences
The GDPR enforcement date is fast approaching and Salesforce is doing what it can to help you honour and respect your customers’ wishes when they request only specific forms of contact from your company.
Data privacy records, based on a standard object called, the Individual, let you store certain data privacy preferences for your customers. The Individual object includes fields for storing data privacy preferences in data privacy records. These records are then associated with Leads, Contacts and/or Person Accounts in Salesforce. If you have special policies with which your company complies, Salesforce has added the option to create your own custom fields on the Individual object giving you greater control over your customer data.
To find out more about all the features in the recent Spring ’18 release, check the Salesforce Release Notes.