release notes

  • Salesforce Spring ’20 Release – Top Features & Release Date

    For most of us now, the holiday season is behind us, and Salesforce Spring ’20 Release is almost here. With less than a month to go, let’s take a quick look at the latest release from Salesforce.

    When is Spring 20 release scheduled?

    For most environments globally, you can expect Spring 20 release on the weekend of Feb 14th 2020.

    To check the date and schedule time of the release for you specific org, you can check the Maintenance Calendar. Just scroll through the list and check your Salesforce instance against the release dates listed in the calendar.

    Top Features of the Spring 20 Release

    In the Salesforce release cycle, it is the Spring releases which typically deliver refinements and usability improvements. And Spring 20 is no exception.

    Let’s jump in and take a look at what is coming out way.

    Opportunity Scores using Einstein Opportunity Scoring

    Spring ’20 Release will see Salesforce start to roll out some of Einstein features at no extra cost for existing Sales Cloud users.

    Introducing Einstein Opportunity Scoring!

    It is a nice way to get a bit of a taster, of the benefits Einstein AI can bring to your org.

    Opportunity scoring component now available in Spring 20 release for all Sales Cloud users
    Spring 20: Einstein Opportunity Scoring now available for free

    Einstein Voice Assistant (Beta)

    While we are talking about Einstein, Einstein Voice Assistant is now also available to customers in beta.

    You can create specific skills for use with Einstein Voice Assistant, or use default ones such as: Log a Call, Create Contacts or Update Opportunity.

    To watch a video overview of Einstein Voice Assistant in action:

    Einstein Voice
    Einstein Voice Assistant home page on mobile, Spring 20 Release
    Einstein Voice Assistant

    Merge Cases

    One thing which has been missing from ‘out of the box’ Salesforce for a very long time – yet offered on a lot of other service ticketing platforms (like Zendesk) – was the ability to merge cases.

    We saw the beta release in Summer 19 release. But it is now promoted to ‘generally available’, meaning it is ready for prime time now!

    Read more here.

    Related List showing cases that comprise the new merged case in Spring 20 Release
    Spring 20 Release: Merge Cases becomes Generally Available

    Assign Tasks to a Queue

    Another feature which fits in the ‘why wasn’t this already available’ – and has been on the IdeaExchange for 10years.

    But better late than never! And we now can allow a queue to be accessible to Tasks object and allow your users to assign tasks to a queue.

    This is great if you have a team which shares work, like a Sales support team for example.

    Read more here.

    New task creation window in Spring 20 Release, which is showing queues as an option for the Assigned To field
    Spring 20 Release: Assign Tasks to a Queue

    URL Hacks are back! (Aka Default Field Values)

    It has been a few years now, without the ability to create a new record and pre-populate field values via a custom button and the URL (often referred to as URL hacking in the Salesforce community).

    The only way was a Quick Action, and prepopulating the fields via the Action Layout.

    But now, Salesforce has created a way to recreate this Admin favourite way of creating a new record with values pre-populated.

    Admins: Read more here on how to create a button/link using this new feature.

    For developers out there, this is also accompanied by a change to the way to you create/navigate in your components, with new lightning/pageReferenceUtils module and lightning:pageReferenceUtils Aura component. Although this won’t be available in LightningOut/Lighting Communities.

    Devs: Read more here re: Navigate Users to a Record’s Create Page with Default Field Values

    Change Lightning Experience with the Lightning Extension for Chrome

    Salesforce, in Dark Mode? Yes please!

    As part of Spring 20, Salesforce has published a Chrome extensions allowing users to take advantage of a few new UI features, such as Dark Mode, Link Grabber and Component Customisation.

    No doubt, this is the start of new user specified customisations you can allow and enable for your users who want it…

    Read more here.

    Lightning Extension Setup page
    Spring 20 Release: Settings for Lightning Extension for Chrome

    Clone Objects and Related Records

    Cloning records helps speed up the creation of new records, but when you have to then recreate child records – you aren’t saving that much time.

    Classic previously allowed certain records on certain objects to be cloned with their child records. Like Opportunities with Products, for example.

    But Lightning will see this new Clone with Related available across more objects, and allow you to pick and choose which related records are relevant to your new record.

    Read more here, including setup instructions.

    The Clone with Related action on an opportunity, and the dialog where you can choose to include products and contact roles in the new opportunity
    Spring 20 Release: Clone with Related Records

    Official Resources to get Release Ready

  • Winter ’20 Release brings new Salesforce Mobile App

    While not the most obvious of changes when reading the release notes, behind the scenes Winter ’20 Release brings new Salesforce Mobile App which aligns the mobile experience with Lightning Experience on desktop. Let’s take a quick look at what you can expect, and how to make the transition a smooth one for your users.

    Why the change?

    The short answer is, that Salesforce1 (or Salesforce Mobile) hasn’t changed much since it was released in late 2014.

    The slightly longer answer though adds a bit more nuance. After Salesforce1 brought in a new way of navigation and accessing your data, Salesforce then turned its focus to building out a new desktop experience, which ultimately led to Lightning Experience.

    Before this, users were able to use the Salesforce1 app via their desktop instead of using what is now referred to as Salesforce ‘Classic’ UI. The main benefit of this was to test how something would look on Mobile or to use it via browser on an iPad or similar device.

    But with Lightning Experience, Salesforce has had its hands full migrating all products and features over, and ensuring improvements were delivered. Certain elements were similar across mobile and desktop now, so there wasn’t a huge need to update/refresh.

    That was until late last year, when Salesforce and Apple announced a strategic partnership. With the partnership aiming to integrate voice commands (ie Siri) with Salesforce Mobile and rollout a Salesforce SDK for developers, which integrates with Swift (the preferred programming language on Apple devices).

    Introducing the new Salesforce Mobile App

    And so, here we are – with a new Salesforce Mobile App heading our way.

    The primary focus of the app appears to integrate the mobile vs desktop experiences further. This will allow for more admin control over what is made available to users, with mobile navigation introducing the App Launcher:

    A Lightning app's desktop navigation items are reflected in the mobile app
    App Launcher coming soon to new Salesforce Mobile App.

    Key improvements to navigation:

    • Navigation Bar at the bottom of screen will now feature Favourites, Search and Notifications . This is a change from the global / quick actions.
    • App Launcher finally appears on Salesforce Mobile. Allowing users to select standard/custom apps, and display the related tabs.
    • Personalisation of Nav Bar, will be reflected for users on Lightning Experience (aka Desktop) and Mobile App.

    What other changes are coming?

    Changes to Page Layouts are also included, and now the same page will display for Lightning Experience or Mobile App. Admins will only need to create one page now.

    What does this mean in the real world? It means you will have control to hide components which don’t make sense on either desktop or mobile experience.

    Voice Commands

    “Hey Siri, show me my dashboard.” and now Siri will actually listen… With the new Salesforce Mobile App opening up your dashboard page.

    The new Salesforce Mobile App will also (and obviously) tie into the recently announced Einstein Voice and Einstein Platform Services, which will allow users to dictate notes, get Einstein recommended updates, etc on Apple/Google/Alexa devices.

    What do you need to do?

    This new mobile experience is opt-in, so even if users get the new mobile app – from the App Store/Play Store – without the new permissions, they will not experience any changes.

    Salesforce has given control to admins to prepare for the transition, similar to Lightning Experience Transition.

    From a high level, Salesforce recommend the following steps:

    When will the new app be available?

    This should become available globally, starting from October 14th 2019. Users will

    Additionally the new User Permissions will be available as part of Winter ’20 release, which should be rolled out globally (for majority of orgs) by the 14th October.

    Resources

  • 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.

    New sub-headings in the Summer '18 Release Notes
    New sub-headings in the Summer ’18 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:

    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:

    Summer '18 Release: Lightning Guided Engagement
    Lightning Guided Engagement

     

    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!

    Summer '18 Release: Lightning Report Builder

    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

    Summer 18 Release: Joined Reports now available in beta
    Joined Reports (beta)

    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!

    Summer '18 Release: Report Sub-Folders
    Report Sub-Folders

     

    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!

    Salesforce Summer '18 Release: Filter by Old or New Values on History Reports

    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…

    Summer '18 Release: Search by specific object

    Boom!

    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.

    Summer '18 Release: Update dependant picklists

     

    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.

    Salesforce Summer '18: Topics now in Lightning

    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!

    Scramble user data before and after

     

    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…

    Summer 18 release - key dates

    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

    Other blog resources

  • Time to prepare for Summer ’18 Release

    It only feels like a few months since Spring ’18 release… Oh wait, it was.  As time marches on, we are now due for the next release from Salesforce with Summer ’18 release.  Over the coming weeks we will start the normal release readiness prep, but what are the key dates of the release?  And when will Summer ’18 be released? Additionally what features might we expect to see from Salesforce Summer ’18 release?

    Summer ’18 Release: Key Dates

    As with every release, there are a number of key dates you have to be aware of.

    Most of this is sourced from the Release Readiness Group and you can download a handy infographic here (source: Salesforce).

    April 19th – Pre-release orgs are available to preview the new release.

    April 23rd – The Preview Release Notes will be published.

    May 4th – Sandbox cutoff date.  Remember to check here for instructions on which sandbox instance a refresh will land on.

    May 18th, June 1st, June 8th – there are three release windows for Summer ’18 into production environments.  Which depends on your Salesforce instance.  You can check the dates relevant for your instance, here.

    There will also be a number of Release Readiness webinars, and sessions which will be posted via the Release Readiness Group in the Trailblazer Community.

    Summer ’18: Possible Features

    Because I am not one to generally wait…  Impatient, I know…  So I started searching the product roadmaps to see what is likely to be released as part of the Summer ’18 release.  Combined with a number of webinars I have watched, this is a list of some of the features likely to show in this release.

    But please note – this list isn’t definitive or guaranteed list.  And we will get official confirmation within the next week as the Pre-Release Orgs & Preview Release Notes become available. 

    So let’s jump in and speculate as to what we might see…

    Lightning Report Builder & Dashboards

    We are likely to see a lot more features being rolled out to the new Report Builder feature.  These are likely to include:

    • Joined Reports, finally in Lightning – albeit this is likely to be a beta/pilot release
    • The ability to create field to field filters. This will allow you to compare two fields directly within the report builder, without needing to build report formulas or custom fields. For example you could run a filter where Created Date equals any custom date field on your object.
    • The ability to create reporting sub folders.  So you could setup a ‘Sales’ folder, but then have sub folders for each sales team within it.
    • Ability to sort columns based on a summarised/aggregated value.
    • Setting dashboard schedules for multiple users

    Files

    Files is likely to see the introduction of a Library-type functionality.  This will be no doubt be a nudge for users still on Content/Libraries to move over to the newer Files functionality.

    Platform Enhancements

    The rollout of branding/themes started with the last couple of releases.  We will likely get the ability to now theme/brand each app individually (rather than one theme applying org wide).

    List views will also see Mass Quick Actions rolled out to more objects too.  While Persons Accounts should get the ability to create custom Quick Actions on the object.

    And Product Schedules should finally become available in Lightning Experience.  This should stop users having to switch back to Salesforce Classic to enable product schedules, or to establish/modify schedules for products.  Which is something one of my orgs uses alot, and has blocked Lightning roll-out for that team.

    Wrap up

    We will see if these possible features are actually included in Summer – and no doubt there will be a number of other additions which haven’t been included here… There are always 1,000s of features in each release – so I know we only touched the surface here!

    Appendix

    If you want to know more, one of the most helpful videos outlining some of the new features on the roadmap, is this one: True to the Core, which was originally included in my last post Dreamforce 2017 roundup.

    Also the Lightning Roadmap is available here, but a little out of date now Spring ’18 is in preview, it is available here.

    Hope that helps with exploring in more detail.

  • How to Plan Your Move to Lightning Experience

    For many businesses, now is the time to move to Salesforce Lightning.  But moving to Lightning can feel like a daunting task.  Where should you start?  How to you make sure you don’t disrupt the business?  So in this first post, we will take a look at how to plan your move to Lightning Experience.

    In the next post, we look at how to implement your plan and go-live!  But in the meantime, if you have any tips of your own, feel free to add them in the comments section below.  And let’s start planning…

    Planning your move

    migrating to Lightning is all about planning

    Before we start, let’s just clear the air.

    As an #AwesomeAdmin you probably already know there is planning required to make the switch over.  The old adage – ‘failure to plan, is planning for failure’ – is never truer than when changing how a user works within a system.

    But driving user adoption and making the transition as smooth as possible, doesn’t need to be overly complicated process though.  And by planning your transition you set yourself up for the best possible result.

    So let’s get started.

    WIIFM?!… What’s In It For Me?

    One of the first steps to planning any change should to be understand the ‘what’s in it for me’.  It is the first question most users want to know about any change…

    Salesforce Lightning adoption - answer 'What's in it for me' from your end-users point of view
    Understanding ‘What’s In It For Me?’will help drive adoption…

    Sure Lightning Experience looks great.  You can now customise the colours to match your company identity…

    But that doesn’t really engage end-users in using the platform.  After all we want them to use the system once we make the change, don’t we?…

    Be honest with yourself.  Would a typical sales, customer service or partner really care about that?

    Answering this question for each type of stakeholder is one of the best ways to ensure everyone buys-in to making the move.

    A great example is dealing with a stakeholder from Sales.  Lightning offers many new features which benefit most sales users.  Here are a few…. Sales Path to guide on what to do in the system to move to the next stage.  Kanban board for managing your pipeline with drag-and-drop ease.  What about Sales Console?  Use of macros practically anywhere in Salesforce?

    The point here is to you need to demonstrate you understand your end-users by understanding their problems.  If you understand the problem, you can effectively position a feature or benefit that solves it.  And this helps engage these stakeholders early on…

     Why should we invest in making this change?

    The next step is to develop a business case.  It sounds horrible, but it can really help in convincing your senior stakeholders on why they should support the change.  And to drive adoption when launched, you need their support…

    Salesforce Lightning Experience across multiple devices
    Even Astro loves Lightning Experience…

    This may not be applicable for all business, but I always try to work out a rough cost/benefit to any changes my team make.  Even if it is just an estimate.  And this loops back to understanding the WIIFM within your business.

    Every business problem – and in turn the potential solution – have a potential time/cost associated with them.

    This is the gold dust in developing your business case to answer the question most senior stakeholders within business would ask,

    As an example, a simple cost-to-benefit calculation could be based on decreasing sales admin time.  By improving the time taken to process and close a contract within the system, you can quantify the potential upside to the business.

    So if an average salesperson closed an extra 2 deals a day/month/year due to improving the sales workflow in Lightning, how much is that worth to your business?  (average contract value * extra deals per day = potential upside).

    Keep in mind, this is only an estimate.  But it can be a useful way to engage the business and to capture metrics relating to the success of the project once completed.

    Mind the gap…?

    Salesforce has spent the last couple of years attempting to make Lightning match the features of Classic.  But there are still some gaps between Classic and Lightning Experience.

    The next item on our list is to check what these gaps actually mean your org.  By doing so you ensure your users can still use all key features they need.

    If there is a feature gap or limitation, the next step should be to look at the publicly available roadmap.  This outlines the upcoming features planned for release and may cover the feature that is a priority for you.

    Also each published version of the release notes now include a section on what is and what is not included in Lightning Experience.  For the Spring ’18 section, please have a look here.

    Side note: The roadmap is scheduled to be updated after the Spring ’18 release, but a handy video to watch about the Force.com platform and upcoming features is the True to the Core video.  Or there is a breakdown of the expected features in the 2018 predictions post here.

    Resources

    Salesforce is clearly invested in supporting all orgs to move to Lightning Experience.  Releases now introduce most new features as Lightning Experience only.  But to help, there is a wealth of content available for free to sink your teeth into.

    For starters there is a great Trailhead module specifically on getting hands-on with a Lightning Experience roll-out.  There is also a quick overview of the steps on the Admin blog.  But personally I highly recommend jumping to the Power of Us site, which has been setup to cover best practice for making the jump to Lightning.

    Each and every org now also has the Lightning Readiness Check built-in.  And the check gets an update every release to give you more and more insight into your org’s compatibility into making the change.

    If you want more information about how to take a business-first approach to rolling out Lightning, I found this article over on SalesforceBen.

  • Spring ’18 Deep Dive: Reports & Dashboards

    Spring ’18 release brings with it a swag of new features.  But it also brings with it a big makeover for reports and dashboards.  In this post we are going to take a deep dive into reports and dashboards in Spring ’18, and see what is coming our way.

    Additionally (and most excitingly) this is the starting point for new reporting and dashboard features within the Lightning.  With another more features heading out way over the coming releases.  To see what this includes, check out feature predictions for 2018 here.  Otherwise let’s get started!

    Dashboards in Spring ’18

    Coming in Spring ’18 your users will now be able to subscribe to dashboards easily within Lightning.

    By setting up a subscription schedule (either Daily, Weekly or Monthly), Salesforce will then schedule a refresh of the dashboard and send out an email update to the user.

    Subscribe to Dashboard in Salesforce Lightning
    Subscribe to a dashboard. Source: Salesforce

    And keeping with the myLightning ability to theme and customise your Lightning instance, dashboards now support more customisation and personalisation by selecting a colour theme.

    Additionally you can then choose the theme by individual component to highlight sections.

    Set a colour pallette for your Dashboards
    Colour your dashboards whichever way you want! Source: Salesforce

     

    Report Builder (Lightning)

    Lightning Report Builder was first introduced in the Winter ’18 release.  But the new report builder is in beta, meaning there are a number of known limitations.  Reports and dashboards in Spring ’18 starts to bridge that gap.

    Most features in Spring ’18 release are migrated Classic features.  But these features are reworked to operate in a very Lightning way.  After all what good is it having a new user interface, and not take advantage of reworking how users can use the system?

    Most importantly it is easy to see how this is a stepping stone to the future for Reports & Dashboards in Lightning Experience.

    Summary Formulas, Buckets & Cross-Filters

    As mentioned above, these aren’t specifically new features.  But they are new for the new Report Builder and operate a little differently.

    For example being able to create a summery bucket on a column, simply select the column dropdown and create:

    Report Builder and creating a Bucket column
    Creating a summary bucket within the Lightning Report Builder. Source: Salesforce

    Or creating a cross-filter, which is also easily done now within the new Report Builder:

    Create a Cross-Filter within the Lightning Report Builder
    Create a Cross-Filter within the Lightning Report Builder. Source: Salesforce

    How to activate the new Lightning Report Builder

    To get access to all of the new features of reports and dashboards in Spring ’18, you will need to first activate the new Report Builder.

    A note before we start, there is a key dependency to activating Lightning Report Builder… That prerequisite is  enhanced folder sharing needs to be enabled.

    If your org was created after the Summer ’13 Salesforce release, you already have enhanced folder sharing. If your org isn’t already using enhanced folder sharing, see Turn On Enhanced Sharing for Reports and Dashboards in the Salesforce Help.

    Go to Setup -> Reports and Dashboards Settings -> Enable Lightning Report Builder (beta):

    Enable Lightning Report Builder (Reports and dashboards in Spring '18)
    Enable Lightning Report Builder

     

    Once enabled, remember to also update either a profile or permission set to include access to the Report Builder (Lightning Experience) too:

    Enabling Report Builder Lightning Experience
    Enabling the Report Builder (Lightning Experience) on a profile

    Remember, if you don’t see this option, you need to check your Folder Sharing rules within Salesforce.  And you will have to check via Classic Setup…  The irony isn’t lost – this dependant setting is only available via Classic Setup menu currently. 🙂

    Before enabling though, ensure you are aware of the implications of doing so.  Especially how this will impact end-users within your org.  When you are ready, jump back into Classic UI and then go to: Setup -> Folder Sharing -> “Enable access levels for sharing report and dashboard folders”.

    Wrap up

    The changes to reports and dashboards in Spring ’18 gives us an insight into where Salesforce is taking the analytics features of the platform.  Along with the added flexibility the Lightning Experience grants.

    Overall reports & dashboards within Salesforce are finally getting much deserved makeover…  And there is more to come over the next few releases!

  • Salesforce Spring ’18 Release is almost here!

    Wait, what?!  Wasn’t it just Dreamforce last month?  Oh no, that was two months ago now!  And hold up, doesn’t it feel like winter has really only just started?  (I’m looking at you, US of A & Canada, and your freezing temperatures this last week).  Well as far as the good folks at Salesforce are concerned, that is the perfect time to start preparing for the Spring ’18 release.

    After making a number of feature predictions for 2018 in the last post, I am eager to see what has been included in this release.

    So let’s get release ready and warm up by the fireplace (or cool down by the aircon if you’re in the Southern hemisphere). And let’s look at the top 10 features for Sales and Service Cloud coming in the Spring ’18 release…

    Top Sales & Service Cloud Features in Spring ’18

    Macros, macros, everywhere!

    Macros are now available almost everywhere in Lightning Experience
    Macros are now available almost everywhere in Lightning Experience

    Spring ’18 release brings one killer feature that was only previously available in Console Apps.

    Macros!!!!  Technically Quick Text is now also available too in Spring ’18.  But as you can probably see, it is Macros that really have me revved up!

    You can now setup and use macros on pretty much every object now.  That’s right, most custom and standard objects are now available to use with macros – providing they support Lightning Experience.

    These are so useful for speeding up those really common processes that are so repetitive and tiresome for your users.  Click here, send that, update this field, mark as complete… Can now all be done at a click of a button (obviously once setup).

    Also Macros Utility Bar & Macro Builder both have an updated/easier to understand layout too.

    myLightning

    myLightning was announced at Dreamforce this year, and will be released in Spring ’18.  Truth be told, it seems that myLightning was just marketing ‘packaging’ for a number of new features which takes Lightning even further.

    Lightning Experience - Custom Themes with Dynamic Pages

    Custom Themes

    First up, there is Custom Themes which allow you to brand and theme your Salesforce instance to make your company’s brand (like the T-Mobile example, pictured left).

    Lightning Experience & Components

    Another killer feature, and of course Lightning Experience only, is the new Dynamic Components feature.  It allows you to control when to display certain Components within the Lightning App.  There are some limitations to what filters can be used, but there is plans to expand this feature over the coming releases (refer the features section in my last post for more).

    On top of this, Salesforce are now expanding the ability to set Component Visibility Rules across related objects and fields, instead of being limited to the record you are viewing.  This expands the options to control what is displayed and when…

    And when arranging your components on any Lightning Page into collapsible sections (accordion style).  This allows your users to now de-clutter what they are seeing and find what they need a whole lot quicker.

    Example of Accordion sections
    Spring ’18 and Collapsible Sections!

     

    Choose your own Path

    There is a very easy to miss feature has been included in this release.  Possibly due to the fact it is still only a preview feature.  But you can now setup a Path based on any picklist, across all standard objects.

    If you are not aware of what Path is, it provides your users with a quick guide on what are the next steps to progress a deal or a lead.  But it was only limited to the status or stage field, and only on a handful of objects.

    Personally I think it is an amazing feature that can really help drive adoption in a simple and easy to understand way.  But now, Salesforce are opening the doors to help all admins drive system and process adoption by expanding what options you can use to set up a Path for your users…

    Here is the example in the Release Notes.  It shows how you might setup a Path, and help your users on-boarding a new client:

    Salesforce Lightning Experience & Sales Path
    Path, now helps you go your own way… (click for full image)

    Mass Quick Actions

    BOOM - Spring 18 introduces Mass Quick Actions

    Bulk editing records from a list view, has been frankly a little tiresome within Lightning.  But fret now, you can now allow your users to use Mass Quick Actions to update up to 200 records within a list view.  It is only available for Cases, Leads and custom objects at this stage.   But I think it still deserves a little **BOOM**

    Clean your data

    Who doesn’t love a clean Salesforce?

    Spring 18 introduces new ways to clean your data

    I have been using Salesforce now for over nine years, and every single org has always had some form of record duplication.

    Salesforce has been taking steps to help Admins over the years when introducing the built-in duplication management toolkit.  But Spring ’18 has upped the ante.

    Rather than waiting for a duplicate to be blocked or alerted, you can now run a Duplicate Job when using your existing Matching Rules.  Right from the Setup menu.  It works for Business Accounts, Person Accounts, Leads and Contacts at this stage.

    And with Spring ’18, when the Duplicate Job has completed you can report on the results, share the results or take action directly within the Duplicate Job feature and merge those pesky records!!!

    Data privacy

    With GDPR and other privacy regulations coming into effect shortly, Salesforce has included a range of tools to support the Salesforce community through this change.  There is even a new standard object for storing an Individual’s privacy preferences.

    Now is the time to read up on all features relating to GDPR, and a quick search of the release notes will show you all specific updates regarding GDPR.  Here are two points that may help you in preparing for these changes.

    When does the Sandbox Preview for Spring ’18 start?

    Any sandbox refreshed before the 5th/6th January 2018, will routed to a Preview Instance.  This means that if you want to Preview the Spring ’18 release in a sandbox you have to refresh before this date.  For more details, check out this Salesforce page.

    All refreshes completed after the 9th/10th January, will be routed through to a sandbox with Winter ’18.

    When does Spring ’18 get released?

    Salesforce is planned to start rolling out the Spring ’18 release from February 3rd 2018.

    Other Resources

    As per every other release, there is a wealth of information available to get up to speed with the changes.

    Got a favourite feature in Spring ’18?

    Tell us about it below in the comments section!

    Adios for now…

  • Salesforce Summer ’17 is here!

    The Seagulls have landed (and hopefully not stolen your chips!).  For those eagerly awaiting the Salesforce Summer ’17 release, the preview notes are now live.

    But what are some of the key takeaways of the Summer ’17 release?  What does the Salesforce Summer ’17 release potentially have in store for you?  And what are the top 10 stand-out features of the release?

    So let’s get started and dive on in.  And if you haven’t already check out the preview release notes here.

    Salesforce Summer ’17

    Salesforce Summer '17 Release logo
    Are you ready for the Summer ’17 release?

    Overview

    There is no surprise but this is a yet another very Lightning Experience focused release.   As per my last post, I mentioned that there will be a continued focus on feature parity with Salesforce Classic.  Additionally there seems to be performance improvements too when using Lightning (at least in the Preview Dev instance).

     

    Top 10 features of Summer ’17

    Now let’s jump straight into my top 10 features from the Salesforce Summer ’17 release.

    1. A key feature of this release includes a revamped Migration Assistant and options to drive user adoption of Lightning Experience. Providing you with more insights into how ready your org is to make the switch, and includes a focus on helping Admins resolve migration issues with things like JavaScript custom buttons.  Plus you can ‘encourage’ adoption of Lightning Experience, with the ability to now remove access for users to switch back to Classic.

      Salesforce is really making a big push for users to make the switch over to Lightning Experience.  As mentioned before it is no real surprise that this release is very Lightning Experience oriented and most of the features are gaining parity with Salesforce Classic.  But at least with the Migration Readiness report you can make an educated decision and start planning for a Lightning Experience roll-out.Salesforce Summer '17 - Lightning Migration Wizard

    2. Keyboard shortcuts now available throughout Lightning Experience.  Just press CTRL-/ (WIN) or CMD-/ (Mac) to see what is available.
    3. You can now setup and view Field History lists in Lightning Experience.  This is one fits in the “why wasn’t this there already?” bucket!
    4. Another one for all Admins out there.  Got a picklist field on an object, but want to change it to a Global Picklist?  Worried about migrating the field values?  Worry no-more!  You can now promote a picklist to a Global Picklist.Summer '17 - Global Picklist
    5. There are a swag of improvements to Global Search.  The stand out for me is the ability to now setup a connected search provider, and then use that to search from within Salesforce.  This utilises OpenSearch and allows you to see results from connected external search engines, right from the Salesforce search results page.  And best of all, this feature is available in Lightning Experience & Classic.So imagine connecting up your Sharepoint or Dropbox and your users can simply search within Salesforce and see the relevant results without having to change systems/websites.
    6. Lead conversion process will be a lot easier now in Lightning Experience.  Summer ’17 finally brings the ability to have related files and records link to the account/contact/etc that’s created after the lead conversion.The lead conversion process also benefits from the new Account Matching feature which now allows you to type ahead or deal with multiple matches.
    7. Console has continued its feature development, with Lightning Sales Console now becoming available! Hello split views, come at me!
    8. Jump to ‘Object Setup’ in Lightning from the object in question.  This is similar to the Force.com Setup Menu you have in Classic, but using the new Object Manager.  Sound like such a little thing, but it will save so much time for Admins.
      Salesforce Summer '17 - Object Setup shortcut
    9. Lightning Service Console is now closer to the Classic Console.  You can now add Omni-Channel Utility to the Console, in addition small improvements like preview case details by hover-overs and the previously mentioned keyboard shortcuts will make Service Cloud users happier.  Still no mention of macros being supported though…
    10. Lightning Experience now gives you big productivity improvements in how your teams will use Activities within Salesforce.  First up is an improved timeline view, where you can now show/hide details of an individual task or expand details for all tasks.Summer '17 - Activity Timeline
      Secondly the streamlined activity composer will help your users log their activities.

     

    Bonus mentions

    I haven’t included this next one in my top 10 as it is only available in USA/Canada currently.   But Lightning Voice…  Oops, sorry it is now Lightning Dialer, looks slick and offers a new call list functionality.  In addition to the send a pre-recorded voicemail feature, this product is shaping up quiet nicely and I wish it would just be available in the UK already!

    To finish off on, Salesforce Summer ’17 release also appears to be the start of Salesforce addressing the disparity between a number of similar areas, namely Notes & Attachments, Notes, File, Content/Libraries.  I highly recommend taking a look at this section of the release notes if you use Content/Libraries, as they are about to go through a divorce in this release.

    It also appears that Files finally becomes quite useful as part of this release (now with drag and drop :-)).

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