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  • 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

  • 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…

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