snowman17As West Coast Consulting Group continues to keep its current and potential customers up to date on Salesforce, we present below the highlights from last week’s Dreamforce 2016 conference about what is contained in the Winter ’17 Release. As you may know, Salesforce normally has three releases a year, with the Winter release being the most comprehensive.

This new release is no exception. For example, the new feature artificial intelligence (AI) is used to include predictive analytics and natural language processing to the Customer Service Platform. In addition, one can now prioritize the highest value leads every time with Predictive Lead Scoring for Sales, determine which customers are most likely to engage with Predictive Scoring for Marketing, and automatically capture customer data to discover next steps and closest connections with Salesforce Inbox.

Listed below are main features from the Winter ’17 Release:

Sales Cloud

  • Predictive Lead Scoring
  • Salesforce Engage in Lightning
  • Quotes, Contracts and Campaign Influence in Lightning
  • Kanban on Leads, Campaigns and Contracts
  • Wave for B2B Marketing

Service Cloud

  • Lightning Open CTI
  • Instagram Social Customer Service
  • Instagram Hashtag Monitoring
  • Field Service Lightning for Communities
  • Advanced Work Order Management

Health Cloud

  • Care Plan Templates
  • Telehealth (Patients can connect with Caregivers via the cloud without actually requiring a Clinic visit)

Financial Services Cloud

  • Wave for Financial Services
  • Lightning Client and Household

Marketing Cloud

  • Replicates lot of the Pardot functionality within salesforce
  • Email Templates
  • Scoring Predictor (Email Open, Email Clicks, etc.)
  • Emailing to a list
  • Journey Builder Lightning

Community Cloud

  • Themes
  • Lightning Partner Communities
  • Lightning Field Services
  • Community Launch Pad

Analytics Cloud

  • Wave for Sales 2.0
  • Wave Dashboard Designer
  • Trend in Wave
  • Wave on Lightning
  • Wave on Android

Salesforce Inbox

  • Activity Intelligence (emails and events need not be logged)
  • Support for Custom Object
  • Favorite Object
  • Report Search
  • Salesforce Email Templates

For a detailed review of the new features please contact us at info@westcoastconsulting.com to obtain a free assessment of your current Salesforce implementation.

By Benafsha Irani, Managing Partner, West Coast Consulting Group