Salesforce Summer Release 2018: What your organization should look for

shutterstock_660624601We’re excited that the Salesforce Summer Release 2018 is now live! Schools and nonprofits using the platform will notice several new features, updates, and upgrades. You can read the full release notes from Salesforce here.

What should you keep an eye out for? Read on to learn about some of the most notable updates and how they can help you and your organization.

More ways to communicate with supporters

Many organizations use Salesforce for communicating with their constituents. Built-in email functionality allows you to create emails for lists and then send them to segments of supporters. For example, when running an event in a certain city, you can generate a list of constituents living there and send a mass email to them.

You can now send a list email directly to participants in a certain campaign, adding more communication options and efficiency. This can be done from the campaign view to all or select members. It will also track the list of emails sent within the campaign, which can be very useful when you review your results. For example, after your year-end campaign, you can easily go back and see the emails sent as part of it. Then, you can see which performed best and where you can improve for better results next year.

Improved task management

A key tool in Salesforce has always been task tracking. Whether it’s a follow-up call with a donor, the time to check-in on a pledge payment, or a document that needs work, the feature allows you to stay on top of work and assign it to others on your team.

In the Salesforce Summer Release 2018, this functionality has been expanded. Now, you can do more than see all your tasks on a checklist. You 'll be able to designate tasks into the following categories:

  • Not started
  • In progress
  • Completed
  • Waiting on someone else
  • Deferred

This improvement should allow for much more flexibility in task management. For example, if you’re spending a few days working on a pledge proposal, you can clearly mark it as ‘in progress’, and then ‘completed’ when it’s finalized. If you need a member of your executive team to review it, you can mark it as ‘waiting on someone else’. And if you need to speak to your supporters before continuing, but learn that they’re away on vacation, you can list it as ‘deferred’ so that it is tracked separately from your other day-to-day projects.

Additional functionality for GDPR tracking

With the new GDPR rules put forth by the EU, organizations are placing a higher priority on privacy and data management. In this release, Salesforce has continued creating tools that make this simpler for users.

As the regulations are focused on how individual data is collected and managed, Salesforce has added more control over the individual object. It is also now easier to see and manage data when merging records.

Another key part of GDPR is that an individual should be able to ask to be ‘forgotten’ and have all their data removed. You can now choose to ‘scramble’ or ‘anonymise’ a constituent’s data so that it cannot be tracked to any person. Should a donor or supporter request that their information be removed, this option will now be available to your organization.

Lightning user interface enhancements

Salesforce’s Lightning UI has been bringing an even more modern, updated, and intuitive look-and-feel to the platform. Causeview has been excitedly redesigning our pages to match Lightning style.

In the Salesforce Summer Release 2018, more improvements have been made to the core functionality in the CRM for those who have switched to Lightning.

Among the changes in the Lightning version of Salesforce will be:

  • A tool to customize your style and theme with colours and image cropping
  • A simpler, faster tool to edit your Salesforce Navigation bar
  • The ability to search for records within a specific object from anywhere

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