The final countdown is on, Salesforce’s Spring ’22 Release is almost here. With the rollout planned globally over the coming weeks, let’s dive into some of the top features of this release for Salesforce’s key products: Sales, Service and Experience Cloud.

Quick Links

Spring ’22 Release: Housekeeping

Before we get into the fun stuff, let’s get a bit of housekeeping out of the way. And start by taking a look at some of the Release Updates that are scheduled to be enforced as part of Spring ’22 Release.

Analyze Screen Flow Usage (Release Update)

With this update, you can use reports to examine run-time details about your screen flows. Use these metrics to discover usage patterns and in turn to optimize your screen flows for users. This update is available for Salesforce orgs that don’t already capture run-time metrics for screen flows.

Login Credentials Using URL Query Strings Are Disabled (Release Update)

To improve security, users can no longer log in to Salesforce by using a username and password as URL query string parameters to the login URL. Any users who try to do so are redirected to the login page.

There are some additional Release Updates that relate more to the development side of Salesforce, you can check them out here in our other post: Spring ’22 Release for Developers.

Postponed Release Updates

There are a few key Release Updates that were scheduled to be enforced within Spring ’22 Release, have now been postponed, they include:

Product Sharing/Org-Wide Defaults

• Set Organization-Wide Sharing for Products (Release Update)

• Create Sharing Rules to Retain and Control Guest Users’ Access to Products (Release Update)

Others

Use a Default No-Reply Address as System Address for Case Email Notifications (Release Update)

Configure a default No-Reply address from the Organization-Wide Addresses page from setup. Add an email address in Special Purpose Organization-Wide Email Addresses, then follow the steps outlined in the verification email sent to the new default No-Reply address. After you verify your default No-Reply address, set up and start the Test Run in the Release Update.

This update was first made available in Spring ’21 and was scheduled to be enforced in Spring ’22, but we postponed the enforcement date to Spring ’23.

Keep Working with Tab-Focused Dialogs (Release Update)

In Lightning console apps, dialogs no longer stop you from interacting with the rest of the UI. This release update limits the focus of dialogs triggered by a workspace tab or subtab to only the tab that triggered it.

This update was first made available in Winter ’20 and was scheduled to be enforced in Spring ’22, but we postponed the enforcement date to Spring ’24.

Spring ’22 Release: Flows & Reports

Before we get into the cloud-specific changes, there are some really nifty new features relating to Reports and Flows in this release.

Flows (Builder, Runtime Improvements & Migration)

Salesforce continues to improve and add heaps of new features to Flow. With the migration/unification of Process Builders, Workflows and Flow into a single process automation tool.

As per the announcement last year, the roadmap for this migration looks like:

• Migrate from Workflow Rules to Flows in Spring ’22
• Migrate from Process Builders to Flows in Summer ’22
• Disable the option to create new Workflow Rules and Process Builder in Winter ’23

And so, with Spring ’22 Release we see the beta version of the ‘Migrate to Flow’ tool supporting the migration of Workflow Rules to Flows.

Flow Trigger Explorer

Flow Trigger Explorer, is a new feature which helps you dive into the Flows that may be applicable for the object/action within Salesforce, rather than hunting through the list view of Flows trying to find the specific flow.

So if you want to see flows that are associated with a specified object and that run when a record is created, updated, or deleted – now you can.

In this screenshot below, select an object (1) and a trigger (2) to see flows that run when a record for that object is created, updated, or deleted. See all of the before-save (3) and after-save flows (4) that run for the same object and trigger. Click a flow label (5) to open the flow in Flow Builder in a new tab. See any asynchronous paths (6) that are associated with flows that run for the same object and trigger. Click a menu dropdown and select Flow Details and Versions (7) to see details and activate or deactivate versions of the flow (8).

This change, also goes hand in hand with the ability for Admins to now also define the Run Order of Record-Triggered Flows for an Object.

Speaking of Flow and how they run, there are a stack of ‘behind the scenes’ changes to Flow Builder for admins and Flow Runtime as part of this release, so be sure to check them out too.

Reports

Finding the Report Type you want to actually use, can be a pain in the backside sometimes. And Salesforce is now rolling out a beta version of the ‘enhanced report type selector’. (That’s a mouthful!).

With the enhanced report type selector, quickly access recently used report types and view the fields and objects that are included. See at a glance which report types are standard or custom, and keep the number of available report types manageable by hiding ones that you don’t need.

Salesforce is also rolling out a beta version of the In-Line Edit within Reports, allowing users to edit multiple fields at the same time. No need to re-run a report after making an in-line edit to a field…

Spring ’22 Release: Sales Cloud

New features for Collaborative Forecasts

One simple but killer feature – at least for Sales teams which use Collaborative Forecasts – is the ability for admins to now create a Custom Filter within a Forecast Type!

Rather than having all opportunities grouped together based on owner/territory… Forecasts gives you the ability to include or exclude particular RecordTypes, allowing sales team to improve their forecasting accuracy.

While we are talking Forecasting, Sales Leaders will now be able to view recent changes made to a forecast for their team, by checking the ‘Show Changes in Last 7 Days’ option:

When selected, users will be able to see changes made week-on-week, within each Forecast Category:

Sales Leaders now also have the ability to see ‘Gap to Quota’ and ‘Pipeline Coverage’ as new columns within their Forecast, allowing for quicker understanding of what is happening within their teams.

And for Admins, setting up a Forecast Type is about to become much easier. Spring ’22 Release combines Forecast Settings and the ability to now setup Forecast Types directly from the Setup Flow.

Pipeline Inspection: Overview

The use cases for Artificial Intelligence (AI) within Salesforce are countless. And we are seeing more features rolled out across the broad to surface key information that Sales teams can action.

Spring ’22 rolls out a few cool AI enhancements for Pipeline Inspection, surfacing information about when a deal isn’t predicted to close and other factors that could influence it.

In the picture below, you can see a snapshot of key opportunity metrics (1), insights that indicate a deal’s likelihood of closing (2) and informational insights about the opportunity or its account (3).

There may be a few dependancies for Admins, as per the release notes:

This change applies to Pipeline Inspection, available at no cost in Performance and Unlimited editions. Pipeline Inspection is also included with Revenue Intelligence, which is available for an extra cost in Enterprise Edition.

To show your users the opportunity score tier and related insights, make sure to set up Einstein Opportunity Scoring. Set up Einstein Deal Insights in Pipeline Inspection so your users can see which opportunities scheduled to close this month are unlikely to be won during the same month. Also, when you set up Einstein Account Insights, your users get more of the informational insights.

Pipeline Inspection: Activities

Activity and engagement details are also available within Pipeline Inspection. This allows sales users to see details about past and upcoming activity relating to their pipeline.

To view the tab, you will need to enable Activity Metrics with Einstein Activity Capture.

Below, you can see the Activity tab (1), total number of activities or activities broken down by type (2). See what activity is coming up (3) and the next step (4). Plus, review past activity along with relevant insights (5). Finally, take immediate action, for example, by sending an email (6).

Pipeline Inspection is also rolling out filters to track territory, territory team, and opportunity team pipelines.

Allowing leaders within sales teams, the ability to apply relevant filters and view team/territory pipelines in one location.

Finally, there is also a great flow visualisation within Pipeline Inspector. (If you have Revenue Intelligence, which is available for an extra cost in Enterprise and Unlimited editions).

This chart shows the changes to opportunities in different forecast categories over time. Users can filter results to see the data that’s most useful to them.

Einstein Activity Capture

Additionally there are some new features to give admins more control regarding how Einstein Activity Capture is configured. So you can check them out here.

Spring ’22 Release: Service Cloud

A big focus this release for Service Cloud appears to be on the Voice Channel improvements within Omni-Channel & Omni-Supervisor. These changes appear mostly for users who have either the ‘Service Cloud with Amazon Connect’ or ‘Service Cloud Voice with Partner Telephony’ (view the Telephony Models).

That doesn’t mean that the rest of Service Cloud was left out though – with a number of changes made. Some of the highlights I found include…

Incident Management

Incident Management within Salesforce continues to be improved. It is now supported in Omni-channel, related lists showing related Assets or parent incidents/etc and the ability to create Milestones/Entitlements too.

Knowledge

Now that multiple Lightning Components can be on a single page, the accuracy for Knowledge Article view counts has been improved.

And users can know share a Knowledge Article link which doesn’t expire.

And finally, Workforce Engagement received a swag of improvements, if you use that feature/product within Service Cloud.

Spring ’22 Release: Experience Cloud

The next release comes with some pretty small, but highly useful changes for Experience Cloud admins…

With Spring ’22, admins will now be able to archive Experience Cloud sites! Previously available as beta, this is now generally available!

Another ‘bonus’ for admins, when making updates to a site, if you deactivate the site Salesforce will display a branded Service Not Available page on your site to non-admin and customer users. However, Admins can still access the site, make updates, and see the changes in real time.

Additionally If you use Salesforce CDN, you have the ability to fully customise this ‘Service Not Available’ page. And your users won’t be redirected to a generic page URL. Instead they can remain on the page they tried to access and ‘refresh’ the page when site is back up.

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.

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

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.

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.

Joined Reports in your Dashboards

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

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.

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.

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:

• Salesforce – Official Release Notes
• Salesforce – Admin Countdown to Winter 19
• Youtube – Winter 19 Release Playlist

And the blogosphere:

• SalesforceBen – Winter ’19 First Look
• Chendys World – Quick release overview
• Oegen – Winter ’19 Overview
• SalesforceCast – Video overview of the release
• AutomationChampion – Top 10 Lightning Experience Gems

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.
• Extended support for Javascript API via Lightning Console.

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…

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.

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

Other blog resources

• Salesforce Weekly – Release in Action, with an 8min video of the release
• SalesforceBen – Complete Guide to Summer ’18
• NT Balanarayan’s recap of Summer ’18 features to watch out for
• Jenna Molby’s breakdown of highlights

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.

Maintaining a clean Salesforce org, doesn’t need to be a battle. Recently, I was watching a great webinar by Kelly & Leanne entitled ‘Cut that Clutter‘. And it got me thinking about how the problems faced by a cluttered Salesforce, and how it can easily consume an Admin’s time and effort. And it not only affects us as Admins, but also our end users! So in this post I am going to recap some of the awesome tips shared in this webinar, and also see offer some additional FREE tools to tackle the problem that so many of us face!

The War Against Clutter

Ok, ok. I admit that this header is full of hyperbole.

But a cluttered Salesforce creates a lot of frustration and anxiety for me. And I assume most it does for most of you reading this too! My personal vendetta against clutter drives me to ensure I am always improving the org for my end-users…

I have previously written about how we started to tame the Technical Debt beast haunting our primary orgs and removed over 2 million records from an org (hint: very manually).

But there is still so much to do…

It is a seemingly never-ending fight. But as Admin’s we are always looking for tools and resources to help us in our day to day Admin Superhero duties. And to help us in maintaining a clean Salesforce org…

Cut that Clutter! – The Recap

Now before we get much further. If you have a spare 30mins I strongly recommend that you watch the webinar as I am only going to briefly summarise it here…

Cut that Clutter! Maintain a Clean Org

If you have hundreds of custom fields on an object, 20+ installed packages and more page layouts than you know what to do with, it’s time to clean your org. ...

YouTube

The session covers the Three-S’s. These are the primary areas to focus on, to ensure your CRM is kept in tip-top shape.

• Security – making sure you know who can see what in your CRM
• Structure – does the setup of Salesforce ensure data security and meet any data governance requirements
• Strategy – how to plan and scale while ensuring you don’t have to keep doing ‘big clean-ups’ each year

If you want to hear more, then please check out the video.

Cut that Clutter: Resources mentioned

Next up, the ladies mentioned some great tools to help you in maintaining your Salesforce org.

From Salesforce:

• Salesforce Optimizer (aka Optimiser in non-US/Canada countries 🙂 ) – I am in LOVE with Optimizer reports. It is such an amazing tool to help you analyse and understand where the Technical Debt is likely to be hiding within your org. This should be your first port of call, in maintaining a clean Salesforce. That is how much I love it!
• Security Health Check – helps you understand any vulnerabilities you may have within your Salesforce. This covers areas like Password Policies, Critical Updates, etc.

From AppExchange:

• Field Trip – this tool is one I install in every org I have managed now for a number of years!! It is a great tool to help analyse and understand just which fields are being populated and used by your end users. It is worth noting, that if you have a field that is always updated automatically by a trigger/workflow… Then it will obviously show as being used, even if that trigger/workflow update isn’t actually required. But overall it will help you understand your org in very tangible way.
• The Permissioner – can help you when mass assigning/removing Permission Sets from your users.

From Trailhead:

Additionally the ladies have set up an Admin Trailmix.

This covers a number of modules covering: Salesforce Profiles/Permission Sets, User Authentication, Data Quality, Data Management and finally Reporting & Dashboards.

Extra, extra! Two more tools to add to your Salesforce Cleaning toolkit…

Now for the bonus round.

There are always so many tools and ideas out there helping admins when maintaining a clean Salesforce org. And I am only skimming the surface with these next two tools…

Compare Permission Sets & Profiles

When watching the webinar, albeit not live, I started shouting at my screen.

During the Security section, there was a point around Profiles/Permission Sets. As an admin it is a mammoth task to compare all profiles/permission sets and what they might grant access to within your org. This can be kryptonite to Salesforce Superadmins…

There was a recommendation to switch off Enhanced Profile View, and then compare the permissions… But why do that? Especially, when there is a secret weapon at your disposal?

Perm Comparator by John Brock is that secret weapon!

Seriously… More people need to know about this tool! And I am not even on commission! 🙂

Stop duplicates in their tracks…

Salesforce hasn’t always been an admin’s best friend when it came to cleaning an org…And without getting all ‘back in my day’-ish…

But there was a time Optimizer, Security Health Check and those tools simply didn’t exist.

There was also a time Salesforce didn’t have an easy way to prevent duplicates… Admins had to either buy other tools to identify and manage duplicates, or create complex formulas and validation rules to try and prevent exact match duplicates.

But when planning your strategy for maintaining a clean Salesforce, you should investigate the in-built duplicate management tools from Salesforce.

After all, what good is cleaning up your security (profiles, access policies, passwords) and clearing out fields you don’t use any more – if your end users are still swimming in duplicate records?!

The in-built feature will take care of the basics, but depending on your use case, there may still be a reason to buy a tool like Cloudingo or DemandTools (just to name a few).

What is in your toolkit?

As I mentioned I only skimmed the surface here… And this is a topic I can (and will likely) write more about in the future. I have rambled more than enough for now…

So to wrap up the post, feel free to add any other suggestions or recommendations for your ‘Cleaning Salesforce Toolkit’ into the comments section below.

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.

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.

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:

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

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):

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

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!

It is the holiday season, and it is a time for being with family and friends. It is also a time to celebrate the year that was, along with planning for the year that is to come. Can you believe it, it is now 2018…. And with a new year, comes new expectations. In the Salesforce world, this means new features and new use cases. In this post we are going to look ahead to a number of Salesforce predictions for 2018.

Salesforce Prediction #1: Salesforce revenue tops $12.5bn

This one shouldn’t be a a massive surprise, as it has been forecast in every quarterly update. But unless things go horribly wrong over the first three months, Salesforce will confirm it has sailed past the target of $10B revenue for its FY17/18 and pass $12.5bn for FY18/19!!!

Marc Benioff has been quoted in the media saying: “We did this faster than any other enterprise software company in history. Our continued momentum as the leader in CRM, the fastest-growing segment of our industry, combined with more than $15 billion in billed and unbilled deferred revenue, puts us well on the path to $20 billion and beyond.”

Why is this interesting? Firstly we could see Salesforce start acquiring more companies over the coming 12mths. Last year was all about bedding in the huge number of acquisitions from 2016. We are likely to continue to see new products and features from the purchases, but are there new ones on Benioff’s radar?

This will make the battle between the Enterprise SAAS titans all the more interesting over the coming year, as Salesforce’s competitors gear up to take on the CRM behemoth. 2018 will see this competition among CRM platforms heat up… Which can only be a good thing for us as they all push each other to further innovate.

Salesforce Prediction #2: Artificial Intelligence

Buzzword and passing fad? Or a trend to look out for? However you feel about it, Artificial Intelligence (AI) will still be all around us in 2018. Einstein has celebrated its first birthday in 2017. After a slow start, new AI-enabled features being rolled out more frequently now.

But it isn’t just about Einstein. Recently I attended the “Week of Innovation” here in the lovely Salesforce Tower (aka Heron Tower) in London. One of the sessions that caught my eye was a Salesforce Ventures presentation. In it they highlighted the venture capitalist strategy, but also their portfolio of recent investments. And a number of these are also looking to leverage AI to solve specific business problems.

For example, Digital Genius for AI in a Customer Service environment, TalkIQ for AI powered insight on call coaching your reps and Squirro for event-driven insights. All of these companies have been invested in by Salesforce Ventures, which shows that Salesforce is taking AI very seriously and looking to grow the AI & CRM ecosystem.

Salesforce Prediction #3: Dreamforce customisation features (my, my, my)

Another solid prediction… New features! My, oh my! But just bear with me…

If you have been to a Salesforce presentation… Everything starts off with the ‘Forward Looking Statement’ (used to be called the Safe Harbor Statement). And this section will be no different! 🙂

2018 will continue to see the standard 3x releases bring in a number of new features. So we will continue to be kept busy keeping up to date with all the planned features.

To start with, the big ‘my’ announcements at Dreamforce should all become available throughout 2018:

• myLightning and all the custom theme goodness, is due for release in Spring ’18 (it is in the preview notes)
• myTrailhead is expected to be generally available after a beta period. This is likely to be GA in H2 2018 (which is most likely to be the Winter ’19 release).
• mySalesforce, myIoT, myEinstein will also likely become available too either in Summer ’18 or Winter ’19.

Salesforce Prediction #4: New features keep on coming, to Lightning though…

Another prediction for 2018: Salesforce will continue the trend of “Lightning Experience only” with new features. But what features can we expect to see in 2018? I have dug through a number of online videos, presentations and roadmaps to find out what is coming our way and here are some of the best features I found:

Reports and Dashboards

Reports and Dashboards in Lightning will get a lot of attention over the coming releases:

• Dashboard tables will get reworked. Instead of being tied to the source report, the upcoming feature will allow you to have access to all the fields on your report type. (Likely Spring ’18 & Summer ’18)

• Dashboard & Chart colour configuration allowing you to essentially create a custom look for your dashboard. (This should be available in Spring ’18)
• Winter ’18 brought us Dashboard & Report folders within Lightning. But next year we will likely see the ability to create subfolders. (Likely in Summer ’18)
• 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. (Likely Summer ’18)
• Joined Reports in Lightning (Likely Summer ’18 via beta/pilot)
• Ability to sort columns based on aggregate (Likely Summer ’18)
• General usability updates, including ability to resize columns on reports and rename field labels in the report (Likely Winter ’19).

Dynamic Lightning Components

We saw the first iteration of this in Winter ’18 release, but there will be more ways to control dynamic components in upcoming releases. Potentially including the ability to filter the component by who the user is or by device being used.

The presentation I saw on this actually went as far to say that Salesforce are working towards being able to release dependent page layouts… Which would be fascinating in the possibilities it would unlock for Admins and Developers on the platform!

Lightning & Lists

Inline edits when in list view have been in Lightning now for a number of releases. But the ability to mass action/update records has been limited.

Moving forward, we will see a number of improvements to how you can work with lists when in Lightning. Things like the ability to mass change owner of records. Or updating multiple records from a list view with a Lightning Action…

When will we see these? Well it is on the future roadmap for post-Spring ’18 releases.

Wrap up

So that is it for now. That was a glimpse at the crystal ball for 2018.

As we all know, Salesforce is an ever-evolving beast of a platform. It will no doubt continue to drive industry-specific focus via packaged CRM features for industries (like Health Cloud or Financial Services Cloud). Are we likely to see a Retail Cloud some time soon?

The year ahead also introduces a number of challenges for Admins, Developers and Specialists in the form of new privacy regulations. The largest change coming our way is GDPR, for companies dealing with individuals within the European Union.

But as with every year, there is always a lot to look forward to. So happy new year and let the good times roll!

Share your predictions

Do you have any Salesforce predictions of your own? Feel free to share in the comments section below.

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.

Were you fortunate enough to head to this year’s Dreamforce?  If not, have you caught up on all the new goodies that were announced?  If you are like me and couldn’t attend, we have to catch up on all the new announcements from this session via Youtube, Facebook,  Linkedin and other blogs.

So to help out, below is an overview of some of the resources I have found useful to catch-up on all things Dreamforce 2017, and feel free to add your comments & own resources in the comments section at the bottom of the post.

Fourth Industrial Revolution

The key theme this year was around the 4th industrial revolution.

And it contains a key message about the impacts on the impacts this next digital revolution will have on society, from AI and the workplace of the future, to how we treat each other…

Dreamforce 2017: over 3200 sessions of learnings!

If you have been fortunate enough to attend Dreamforce, the scale is massive.  It literally takes over San Francisco for a week and brings together people from so many different backgrounds to learn and network.

But where to start though?  Catching up on everything is a mammoth task and with over 3200+ sessions, there is so much for people to catchup on.  New use cases and successes shared with the Salesforce community… It is what Dreamforce is all about!  That is why no two wrap-ups will be the same, as everyone has there own personal journey through the week.

But key highlights for me include Salesforceben with two great posts stand out for me: Admin perspective or Nov roundup) and Jen Lee’s fantastic recap and her sessions about process automation and workflows.  Also David from SFDC99 has a great recap too.

Salesforce has the videos published from most of their keynotes and a number of the larger sessions from the week, and you can access them on the Salesforce Youtube playlist.

Key Youtube videos I have found useful include:

And personally, I love the T-Mobile story at this year’s keynote, where they demonstrated a number of the new ‘mySalesforce’ features (such as my Trailhead, my Lightning and my Einstein).  You can catch that session including a live demo here:

The future roadmap of Salesforce core platforms

One session I always try to catch up on is the core platform update/roadmap sessions.  This next session has a number of the Product Owners talking about some of the features that are coming up over the next few releases.

Want a crystal ball into Salesforce’s thinking and where they are focusing their efforts? Look no further.

They also go into the Ideas Exchange, why some ideas can’t/haven’t been delivered so far (even though they might seem really simple from the outside looking in), and how Lightning is actually allowing Salesforce to drive the pace of delivery of new ideas that Classic simply couldn’t do…

So without further ado, here is the True to the Core overview from Parker Harris and co…

The future roadmap of Salesforce’s core products definitely looks promising and personally I can’t wait for the discussed improvements to reports & dashboards (Sub folders… Field to field filters?!  OMG)

Comments always welcome

Got any key videos / blogs / resources you have used to catch up on Dreamforce this year?  Share in the comments below.