The Salesforce Spring ’20 release officially went into effect on February 17th, bringing with it a slew of new functions designed to help companies of every size redefine their Salesforce experience. The latest CRM updates include features and products that drive account planning success, such as queue task assignments and email scheduling. Beyond email scheduling, the Spring ’20 Release also has several other inbox integration tools developed to help employees work both faster and smarter.

Here are a few additional ways to bring Salesforce to your inbox and optimize results:

Client Email Restrictions

Previously, sales reps had to reference a contact or lead in the CRM system to determine specific email privacy settings. However, Spring ’20 features allow users to integrate Salesforce directly into their inbox and see customers’ designated privacy settings. This latest email update applies to Lightning Experience as well as Salesforce Classic in the following editions:

– Essentials
– Group
– Performance
– Professional
– Enterprise
– Unlimited
– Developer

Email privacy preferences show up once the integration is complete, with no additional setup required to ensure users can honor their contacts’ privacy preferences.

Event Classification
Not all contact and lead communication are alike – and Salesforce recognizes the importance of being able to designate specific engagements with both customers and prospects. The new Spring ’20 Release allows Salesforce users to select an event type, including a call or meeting, in the CRM system from the Gmail integration. Available in the Lightning Experience and Salesforce Classic, Event Classification provides more in-depth insight on client communication as well as improves business processes, reporting, and analysis.

Salesforce Mobile Inbox
Salesforce Spring ’20 features even allow users to take the enhanced integrated inbox experience on the road. The latest release offers updates and improvements to the Salesforce Mobile Inbox, which syncs email and calendar functions with the CRM system. The integration enables sales reps to more efficiently manage work sales and increase message productivity, whether they are in the office or out in the field.

Sadhana Consulting Drives Salesforce Efficiency and Productivity

Are your reps optimizing the latest Salesforce release features? Sadhana Consulting can help. Our team of Salesforce specialists create customized support services to increase user adoption and output. Contact us today to learn more about our process, including our Admin On-Demand solution.

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