Overview of Salesforce Spring 2018 Features

• Date: March 2018 •
A good thing about Salesforce is that it is a cloud solution, meaning that you don't have to buy a new version to get the benefits of its updates and that the downtime due to releases is little to none. Salesforce launches new packs of features three times a year – in the spring, summer and winter. In early February, the Salesforce community got a lot of stuff to play with thanks to the release of Spring' 2018 features. Probably you had already heard about some of them even before the update, when Salesforce published the release notes and launched Pre-Release Program. Still, the Release Notes is an extensive document of over four hundred pages, and this doesn't include links to Salesforce Help pages, which makes the amount of information to digest quite overwhelming. If you haven't dared (or didn't have a chance yet) to plunge into the sea of awesome new features yet, this article is for you. We at Twistellar challenge ourselves to unscramble some of Salesforce's greatest new features.

Salesforce New Features in Spring 2018

The update concerns almost every aspect of the CRM, and to cover it all in a single article would be an unachievable task. So we are going to cover the features which we believe are the most awesome and interesting to you. Check them out.

Lightning Experience

Customizable interface.
One new feature that every Salesforce user loves is the ability to create branded themes for orgs. You can now customize your Lightning apps with brand colors, upload brand image, default avatar, and background image. Surely, this doesn't impact your team's productivity directly but the new look and feel makes users feel more at home when working on some routine tasks.
Personalized navigation.
Add object and granular items to the navigation bar and change their order to match your workflow. Access items which aren't in the app through temporary tabs.
Another UI improvement allows grouping elements into collapsible sections. This significantly reduces the mess on record pages, helping users keep their mind on important things and easily find what they need.
Lightning Components in flow screens.
This is a great navigation enhancement that makes user experience more intuitive and provides for more customization opportunities. The feature is also available to Classic UI users but surely more enjoyable in LEX, as it allows developers to use flow screens better.

Enhanced reporting

The new Salesforce' UI users can now make use of Report Builder, which allows using buckets to categorize data, applying cross-object filters and summarizing records with newly available formulas. This is the second beta release of Report Builder.

Improvements for call centers

The Call Monitoring feature helps new reps hone their selling skills by identifying mistakes and weak points in their interactions and enabling personalized coaching.
Salesforce took care to improve the quality of audio recordings through noise filtering. The noise filter can be applied to existing recordings.
Reps can now see which exact number tied to a record has been dialed, which is great for handling records with several phone numbers. The information is available in Call History.

Artificial intelligence

Though some Salesforce AI features are only available in pilot, all of them are still quite awesome. Given Salesforce' focus on artificial intelligence and analytics, these are surely not all Salesforce Spring 2018 release AI innovations. Still, we've gathered the most amazing ones.
  • Einstein insights for mobile users. Account and opportunity insights, notifications and reminders are available through Salesforce for iOS and Android apps. Users can take action based on the insights right from their mobile device.

  • Enhanced lead scoring. Salesforce enhanced its predictive algorithms and now provides you with more information about how leads are scored.

  • Opportunity scoring. The feature is no longer in beta – it's available to all Salesforce users, both in Lightning and Classic UIs. It allows surfacing opportunities with new customers and existing clients.

  • Einstein forecasting. This new feature allows managers and supervisors get insights into how their sales teams performing.

  • Einstein data insights for reports. Sifting through reports is easier than ever with this pilot feature, which gathers the most critical data and organizes them in easy-to-read charts.

Einstein Language APIs for developers. We have already written about this upcoming natural language processing tool, and now app developers have access to the learning curve API, precision-recall curve for model metrics and an opportunity to build them into their apps.


Instead of relying on third-party apps from AppExchange, you can now use Salesforce Surveys to gather feedback from your clients. The feature allows creating reports based on collected data and share them within your company. It's a pity though that Surveys are only free for Health Cloud users, while others have to pay an extra fee to get hold of the feature.
If you need help implementing the new add-ons and apps, get in touch with at Twistellar. As a registered Salesforce Consulting Partner, our team has the necessary experience to take on whatever project you have in mind, be it an AI-based application for your business, your org's optimization or any other.
Our team has completed dozens of successful projects on Salesforce consulting, optimization, and custom development and is eager to add your company to its stellar portfolio. Feeling thrilled about implementing Salesforce predictive analytics in your org? Get in touch to discuss your ideas today!