Here’s a non-exhaustive list of our favourite Winter ‘19 Salesforce features. Stay tuned for future release digests.
Collaborate with Ease with Forecast Sharing & List View Sharing
Have a list view with amazing filters that your team would benefit from…?
What about a forecast?
Here’s an example.
David can share his forecasts with Jennifer, a stakeholder in Sales Ops and when he leaves on holiday, he shares with Meryl, a co-worker who’s covering for him.
…To view forecasts that are shared with you, select a co-worker from the My Shared Forecasts list on the forecasts page.
Save Your Chatter Posts as Drafts
Have you ever lost your hard work in the middle of writing a critical Chatter post? Frustrating… we know.
Draft Posts (when enabled) will automatically save all your unpublished feed items. Including Files, Links, images, mentions, hashtags and any other rich text. It’s all saved!
To enable – Navigate to the Chatter setup menu. Under the Draft Posts section, select Allow draft posts.
Enjoy the Compact View Everywhere in Lightning Experience
Use the compact view wherever in Lightning Experience to increase the density of your User Interface. Cram more information onto your page!
Quick Search: Find Reports, Dashboards, and Folders Fast
Global search is great for finding objects across your whole org. But what if you want to look within reports and dashboards? That’s where quick search comes in. Search for reports, dashboards, and folders directly from the reports or dashboards tab.