Top 9 Features of Salesforce Winter '17 Release

Leah Wentz, Senior Marketing Coordinator

As with every release, there are a lot of new features and updates that we can all get excited about. But it can be a bit overwhelming trying to read through those release notes, so we’ve compiled a short list to help get you up to speed with the latest release. Our list includes one of our favorite features for each cloud (Sales, Service, Marketing, etc.), totaling nine awesome features that you and your company can benefit from.

Some features in Winter ’17 affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.

Sales Cloud

Salescloud Leadscoring Feature

Predictive Lead Scoring*

This is your company’s data, put to work for you. Taking all of the historical lead information, from industries and titles to time-to-conversion metrics, predictive lead scoring tells each rep where their valuable time will yield the best results. It takes the guesswork out of lead nurturing, so you create the best opportunities.

*Currently in Pilot

Service Cloud

Servicecloud Instagram Feature

Instagram Social Customer Service

Deliver a personalized service experience on the channels your customers prefer – now including Instagram. Connect your Instagram account directly to Service Cloud to engage directly with customers. Empower agents to track conversations about your brand, and stay productive by responding directly to customers without leaving the console.

Marketing Cloud

Marketingcloud Mobileemail Feature Smaller

Marketing Cloud Mobile App Email Sends

Marketing Cloud Mobile App customers can now send Content Builder emails and status-approved emails from their iPhone or iPad. This new feature uses a mobile-optimized send flow that enables customers to select an existing email, edit the parameters, and send directly from the app. 

App Cloud

App Cloud Heroku Feature

Apache Kafka on Heroku

Apache Kafaka on Heroku, a streaming data service optimized for developers, provides the foundation for a new generation of intelligent apps. It allows App Cloud developers to capitalize on millions of transactions or billions of events to deliver an engaging customer experience. Apache Kafka on Heroku is built for social, mobile, and IoT speed and scale of streaming data that is highly performant for real-time use cases.

Analytics Cloud

Analytics Cloud Wave Dashboard Feature

Wave Dashboard Designer

Users can now easily create beautiful, customizable Wave dashboards. Any user can surface complex, analytical insights and embed smart alerts across every dashboard widget to stay up to date on their most important business metrics via instant email and push notifications. Now, building Wave charts, tables, and filters is easier than ever.

Community Cloud

Community Cloud Lightning Partner Communities Feature

Lightning Partner Communities

Easily launch a Lightning Partner Community to give partners the tools they need to sell faster with Community Templates. Drag and drop dashboards and reports into the community to give partners a 360-degree view of their business. Help partners accelerate sales by guiding them through your sales process with a customizable sales path.

Financial Services Cloud

Financial Cloud Profiles Feature

Lightning Client and Household Profiles

Every financial services firm runs its business differently. With Lightning App Builder, you can now customize your client and household views with drag and drop configuration. Highlight the exact information that your advisors need to drive stronger client relationships and ensure seamless data integration with an enhanced API.

Health Cloud

Health Cloud Care Plan Templates Feature

Care Plan Templates

Simplify care team workflows by starting with care plan templates. Create or purchase templates from leading content providers that can be customized and applied to patients. Goals, problems, and tasks can be automatically generated, so you can easily guide patients along their care journey.

Salesforce Inbox

Salesforce Inbox FeatureSalesforce Inbox

Support for Custom Objects

For customers who have customized Sales Cloud, now it’s easy to access custom objects from your inbox, allowing you to log emails, get CRM context, and update data with fewer clicks.

Source Links

Salesforce Winter ‘17 Preview (video)

Salesforce Winter ‘17 Top Features

Salesforce Winter ‘17 Release Notes

Downloads

More Top Features from Winter ’17

Winter ‘17 Release Notes

Leah Wentz

Leah Wentz

Leah Wentz is the Senior Marketing Coordinator at Trifecta and a Salesforce Certified Administrator and Pardot Specialist. She manages Trifecta’s brand within the market and  coordinates all marketing-related events and activities. When she's not at work, Leah enjoys wine tasting with her hubby and finding new places to explore with their two dogs.

Contact Leah at or visit her LinkedIn profile.