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  • Salesforce Summer ’20 Release: Top Features

    The Summer ’20 Release is coming our way, but it is safe to safe, it has been a crazy couple of months to start 2020…

    Salesforce has even had to shuffle the offical release date, allowing for a little bit extra time for business, admins and the to get to terms with the large-scale affect COVID-19 has had.

    But as they say, ‘the show must go on’.

    And today, the Salesforce’s Summer ’20 Release Notes have now been published, we can now dive under the hood to see what the top features are!

    Summer ’20 Release: Timeline

    • May 4th – Release notes are published
    • May 29th – Sandbox refresh deadline/cutoff date, to ensure your sandbox gets early access to Summer ’20 features. You can use the Sandbox Refresh Calculator to help you check your sandbox environments.
    • June 12th & July 10th – Some early access instances of Salesforce will get the Summer ’20 release.
    • July 17th-18th – Most Salesforce environments will get the release over this weekend.

    Top Features of Summer ’20 Release

    Historically, Summer releases from Salesforce tend to generally focus on the usability side of the equation.

    Summer ’20 seems to also fit that mould, with a large focus in Sales/Service Clouds on general productivity improvements to improve how users can interact with Lightning… So here are some of the top features coming our way.

    Sales Cloud

    • Opportunity Scoring has some general improvements, increasing consistency and only display access to Scoring Factors a user has access to.
    • Some general tweaks to Opportunity Splits, Territory Management and ability to create Orders without Pricebooks
    • Additional Email Insight now available, showing if a customer has indicated they are ‘Not Interested’
    Not Interest insight highlighted in the Activity Timeline.
    Email Insight showing customer is ‘Not Interested’
    Kanban view of all opportunities with a card selected and the details panel open
    Record Details available in Kanban view

    Service Cloud

    Service Cloud also gets a number of updates to its feature list:

    • Related Record lookup, allowing agents to navigate up to 2 levels of record relationships within Salesforce. (ie directly access the Account of a Contact, which is linked to a case).
    • Knowledge Sharing (available in beta). Allowing you to define sharing rules like standard/custom objects in Salesforce, instead of via Data Categories.
    • And, Einstein Recommended Response is now Generally Available:
    Chat Replies component
    Einstein Replies in Summer 20, now ‘Generally Available’ and out of Beta.

    Salesforce CMS

    A number of new features are coming out way, if you are a Salesforce CMS user, including:

    General Improvements

    Split view after opening a record
    Lead with Split View

    Flow, Flow, Flow

    And finally, deserving of its very own section… Flow!

    After receiving a fair amount of attention in Spring 20 Release, Flow continues to push the boundaries between Admin versus Developer!

    One-Stop Shop for Automation: Starting a Flow

    As part of the change, the trigger points for a Flow have been brought ‘in-house’. No longer requiring a trigger/apex or Process Builder to start the flow.

    Along with being able to start Flows directly, and Admin can also choose if they are run before or after a record has been created or edited!

    For example, this would allow you to update field values on the record BEFORE it is saved to the database. Need to override a specific field when criteria is met? You can now do this via Flow!

    Flow Builder Toolbox and canvas
    You can now configure how/when a Flow starts, within Flow Builder.

    Admins, can also configure a flow to start directly if a Platform Event is received.

    To also recognise these changes, you can also use the Flow Wizard to select the new ‘type’ of Flow:

    The Templates tab of the New Flow window
    New Flow Templates in Salesforce, as part of Summer ’20 Release

    Debugging a Flow, gets a little easier too. With the ‘Rollback Mode’, allowing you to undo any record changes that were made as part of debugging a Flow:

    Debug options section of the Debug the flow window
    Flows: Now with Rollback Mode

    And Flows now also have the ability to run, as a ‘System User’.

    One use case for this would be to allow the Flow to ignore Sharing Rules within your org.

    Under Show Advanced, System Context Without Sharing—Access All Data is selected for How to Run the Flow.
    ‘System Context’ now available in Flow! Use with care…

    I can’t wait to get my hands on some of these Flow improvements!

    What are your favourite features?

    With the Summer 20 Release fast approaching, share in the comments below what you are looking forward to the most…

  • Winter ’19: Top Sales and Service Cloud Features

    The first release of 2019 is almost here… Yes, I typed that right, 2019!  I was sitting in a meeting today, and we were planning the roadmap out to 2021.  It’s crazy to think…  But as the seasons change, we hit the start of the three-releases-a-year cycle with the Winter ’19 Release from Salesforce.

    winter19 - snowboarding Astro
    Winter ’19 – Snowboarding Astro

    Now I have to admit, I was caught a little off-guard by the release.  It wasn’t until I saw the new snowboarding Astro in a developer sandbox, that I realised I had completely missed the normal pre-release build up. :-O

    Where did the last 2 months go?!

    At least there is plenty of time until Dreamforce 😀

    Is it just me…?

    I struggle to be “wowed” with this release.  Now don’t get me wrong, there are some nice usability tweaks for sure.  And some additional features which do really help make Lightning a more robust and complete user experience.

    But I am left wondering, where is the “Salesforce magic”?

    Maybe there is more to be announced shortly at Dreamforce?  But what about Dreamforce last year?  Where is “myTrailhead” (there is an answer buried in the FAQ)?

    I assume the strategy for this year must be revolving around bedding-in the various acquisitions and general improvements to Lightning Experience.

    Top Features of Winter ’19 Release

    Stepping down from my little soap-box now…  And I will admit there are some really useful and cool usability features coming our way!

    So let’s have a look at the top features focusing on improvements to Sales/Service Cloud.

    Search List Views & Bulk Change Records

    List views have received some attention this release, and now have a cool ‘Search this list’ feature.  Such a simple idea, but I am hooked to using it now in my sandbox environment.

    Winter 19 Release: Search List Views

    You can now also do a number of bulk actions from the list view too, such as selecting multiple records and changing the owner.  This now brings yet another ‘small’ but useful feature from classic into Lightning Experience.

    Enhanced Run Page in Reports (Beta)

    Another cool feature – albeit a ‘beta feature’ – is the new Enhanced Run Page within Lightning Reports.  You can easily adjust what is displayed in the report, without having to edit the report and re-run…

    Also drilling down into a group/column is now a whole lot easier, matching Classic.

    winter19 - Enhanced Run Page in Reports
    Enhanced Run Page in Reports

    Joined Reports in your Dashboards

    Finally!!! Joined Reports can now be used as components on a Dashboard….

    Winter19 - Joined Report as a Dashbaord component

    Forecasts

    From memory it has been a little while since the last touch-up to Forecasts.

    Winter 19 will bring a number of new features, including the ability to now forecast by territory.

    Email tracking for your Sales and Service users

    In Lightning you can now track email responses, seeing if the email has been opened.  And actually displaying this information back in the Activity Timeline within Lightning, presenting this back in a way that is easy to view.

    Winter 19 - Email Tracking

    Live Agent Setup in Lightning

    You will now be able to setup Live Agent in Lightning Experience.  Another small thing, but one less reason to have to switch back to Classic!

    Bonus: Flow Builder

    So although not technically part of the Winter ’19 it was announced alongside the Winter ’19 release…  Early next year (likely Spring ’19 release), we will have a new Flow Builder.  Which will get a much-needed redesign.

    Removing the dependency on Adobe Flash is a huge benefit and one of the things I am most excited about.  It feels like every second day, I have to update Flash before I can then use Flow Designer.

    Salesforce's new Flow Builder
    The new Flow Builder… Coming soon!

    Wrap Up

    So aside from me being a little jaded, there are some nice usability features being added in this release which add a bit more flesh onto Lighting Experience.  (And if you haven’t migrated to Lightning yet, what are you waiting for?!)

    There are a lot of new features overall to the platform, and I am not sure if it is just the sandbox instance we are using or if it is the release… But Lightning Experience does feel a bit more responsive overall too.

    What are your top features?  Have I missed something?  Feel free to tell me / yell at me in the comments 😀

    Resources

    Other resources to help get #releaseready with the upcoming Winter 19 release.

    Salesforce Official resources:

    And the blogosphere:

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