Summer ’18 Release: Top Sales & Service Cloud Features
Time marches on and 2018 continues hurtling towards summer (or winter for the southern half of the planet). But it is that time of year again where we get to investigate and plan for the Summer ’18 release from Salesforce, which is due to be released to most orgs within the next month.
Additionally, we see Lightning continue to be the primary focus for Salesforce with a number of key new features, as predicted, being included as part of this release.
Release Notes – New breakdown
Firstly, you may notice a subtle but helpful new format of the Release Notes.
Most features and changes included in the release notes, now appear to be broken down into easier to digest sub-headings covering the all important: Where/Why/How/When/etc.
It is a subtle but useful change, given the volume of information in the 478 page document!
Summer ’18 Release: Features Breakdown
As with any Salesforce release nowadays, there are thousands of new features, and narrowing them down to a is getting harder and harder! But let’s dive on in, and take a look at the Top Sales & Service Cloud Features.
1) Lightning Console – To feature parity and beyond…
With Summer ’18 Release, we see Lightning Console pretty close to matching Classic Console, with some additional new features added in for good measure.
Now I know I am cheating in the top 10, as I am going to group a couple of features together in this one… But it will be worth it 🙂
For the console changes, click here.
Console specific features in the release include:
- Omni Channel Utility allowing users to set their presence status within the Console.
- Being able too copy and share your workspace and active subtabs, all by URL.
Guided Engagement with Flow
But the pièce de résistance though is the new Guided Engagement Console feature. Allowing you to combine the power of Console and Flows, to give your users guided forms/scripts to work from:
2) Reports & Dashboards
Summer ’18 Release from Salesforce includes a bonanza of features and updates for all things Reports & Dashboards… So again, I am grouping a few distinct features under one topic here – otherwise my top 10 would just be reports and dashboards!!
For all Report & Dashboard features, click here.
Lightning Report Builder
First up, Summer ’18 Release sees Lightning Report Builder come out of beta, and become Generally Available. With a few extra tweaks since Spring ’18 also added in!
One thing to note: the user permissions have changed due to the feature becoming ‘generally available’, and this now allows you to hide Classic Report Builder from users, if you wish to…
Lightning Joined Reports (Beta)
Additionally, we see Joined Reports enter public beta within Lightning! There are a few limitations listed in the release notes, but the biggest appears to be having to use the Salesforce Classic Report Builder
Get organised: Folders and sub-folders
I have to admit, this one makes my inner Salesforce geek very happy! And I wrote about it in the predictions post back in January… As soon as I heard it was on the roadmap for this year, I have been eagerly awaiting this feature!!!
Sub-Folders, within Folders! OMG! 😀 😀 It is Lightning Experience only – but this has been a pain in the backside of many Admins, since even before I started working with Salesforce!
Export reports & keep your formatting
Lightning Experience now allows you to export your report and keep the formatting of the report. Simple…
Filter History Reports by Old and New Values
In Classic, another bug-bear of mine (and many others) was the fact you could not filter a History Report by the old or new field values… It would only display them in the report or the history related list if the field was tracked.
This ended up with a lot of reports being exported and then working with the data in Excel… GRRR
But GRRR no more! With the ability to now filter by these values!
Thank you Salesforce!
3) Lightning Experience improvements
Another area with a number of smaller feature improvements, Lightning Experience continues to get refined with each release.
Click here for all of them… Otherwise, read on!
Speed up your search
Summer ’18 Release will allow your users to search by specific objects, from the global search bar…
Dependant picklists and Path
Path is an amazing feature, allowing you to guide users through almost any process just based on a single picklist. But with Summer ’18 release, any dependant picklists will now also prompt users when they move steps.
Group by Topics
Topics are now available in Lightning Experience!
Many users used Topics in Classic, and it is great to seem them ported over to Lightning Experience now.
If you haven’t used them before, it allows your end-users to group and organise records, by a topic. Imagine it like a #tag on Twitter/Facebook/LinkedIn/etc, allowing you to then search for the topic and get all related records.
4) Privacy (Support for GDPR)
With the upcoming GDPR changes, Salesforce has continued to add in features to assist businesses (and us Admins) to get ready.
Changes to Individual object
The Individual object was a little limited when it was first released in Spring ’18. The object wasn’t like a standard object, meaning access was very limited. And creation of records/etc Apex coding was required…
But no more! In Summer ’18 the object is now a standard object with all the bells and whistles that comes with that – including the ability to now use workflows/process builder!
You will be able to now:
- Create custom actions, buttons, and links for Individuals
- Create different Individual record types
- Undelete an Individual that you had deleted
- Use Individuals with workflows or with Process Builder
Make a Users’ personal data unusable
As part of the new privacy regulations, and the ability to request your personal information is removed from a system, presents a bit of a challenge for anyone who has a user record within Salesforce. These could be community users or internal users…. And is due to the fact you cannot delete a Salesforce user record, ever.
So to get around this, Salesforce is now including a new system method ‘obfuscateUser()’ , which will scramble user information.
This one definitely falls into the ‘advanced’ category, as it requires Apex knowledge (or how to invoke Apex via Process Builder/Flow).
And would require planning and testing, as Salesforce is warning: that it cannot be reversed!
Summer ’18 Release: Key Dates
There are a number of key dates you need to know for Summer ’18 Release. So to help highlight what they are, here is a handy infographic from Salesforce. Remember the dates shown below are in US date format though…
What is the release date for Summer ’18 Release?
The release weekend for your org will depend on the instance it is on, but the release will occur on the weekend between the 18th May – 8th June 2018.
Summer ’18 Release: Additional Resources
Official Salesforce resources
- Official Release Notes
- Salesforce Release Youtube channel
- Release Readiness group on Trailblazer Community