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  • Salesforce Summer ’19 Release for Admins

    Get ready for the next release from Salesforce, with Summer ’19 Release just around the corner. What new features are in store for your org and when can you access it? In this post we will take a look at the top new features for admins, so read on to find out more.

    Salesforce Summer ’19: Top Features

    Overall, most of the features in this release seem to be geared towards general improvements to the Lightning UI.

    A lot of this release feels like it is further ‘sanding back’ some of the edges of Lightning and improving productivity further for users.

    The ‘Summer’ release from Salesforce, does historically tend to be more focused on general improvements. And this year is no exception…

    Why? Well, keep in mind this is the release before Dreamforce (where a lot of the new and big features tend to be announced). And most of the Dreamforce announcements tend to be piloted/beta released in Winter or Spring, obviously depending on the dev teams progress…

    With that said, let’s take a look at the top features for Sales/Service Cloud in Summer ’19 release.

    Lightning Transition: Critical Update & Tools

    As announced in Spring ’19 release, from Winter ’20, any user which has the Lightning Experience permission will be automatically switched over to Lightning UI.

    So as part of Summer ’19 (the last release before Winter 20), there are a number tools and updates to support Admins this transition.

    There are a number of tools and tweaks which help, and they are outlined here.

    These aren’t ‘sexy’ features, but they will help with your transition if you are still planning on the move.

    Related Lists in Lightning

    Summer ’19 brings with it a few tweaks to List Views in Lightning.

    First up, we have ‘Enhanced Lists’. “A what?” I hear you ask… An Enhanced List will now allow for up to 10 columns to be displayed in Lightning (rather than the previous limit of 4).

    Enhanced Lists also allow for columns to be resized… YAY!

    Summer 19 Enhanced List Views
    A normal Related List (top) vs an ‘Enhanced’ Related List (bottom)

    Quick Filters on Related Lists

    When viewing ‘all records’ from a related list, you will now have Quick Filters available.

    Opportunities related list open quick filter icon highlighted and quick filter panel open.

    Speed Up your List View Search

    Previous releases introduced the ability to search within a List View, allowing you to speed up the process of finding what you were looking for. Though they didn’t support picklist values, only text.

    Well Summer ’19 release fixes that, and picklist values on a record will also be searched if using the List View search feature.

    Keep the Record Context when switching UI

    Another minor but useful tweak, when switching between Lightning UI or Classic (and vice versa), the record context will be remembered.

    This means for example, when you switch to Lightning from an Opportunity record within Classic UI – you will now be taken to the relevant record you were on but in Lightning UI (if it is available).

    Search Results That Reflect How You Navigate

    Another one for usability, how you navigate in Salesforce will be used to present to you the Search results from the Global Search, including any personalisations the user has made to Navigation Bar.

    This is quite an interesting tweak, and should help once again speed up the process of finding what you are looking for within Salesforce.

    Sales & Service Cloud – Core Improvements

    A number of the feature improvements for Sales and Service Cloud ‘Core’, are bringing in a number of features to increase feature parity between Lightning and Classic. And as a result, closes out the list of features not available in Lightning.

    Sales Cloud: Customisable Product Schedules

    Summer ’19 release brings with it the ability to setup and customise the Line Item Schedules object in Lightning UI.

    You can now enable and setup this object like any other, and create custom fields, buttons, validations, triggers, etc.

    Sales Cloud: Quotas Now in Setup Menu (in Collaborative Forecasts)

    Collaborative Forecasting has also FINALLY received the ability to edit and setup Quotas for Forecasting Users via the Setup menu. Gone is the need to update and add quotas via API / Dataloader.

    Quotas for Collaborative Forecasts is now available in Setup, thanks to Summer '19 Release
    Quotas for Collaborative Forecasts is now available in Setup, thanks to Summer ’19 Release

    This spells the end-of-the-line for Customisable Forecasting (the earlier version), which Salesforce has also announced will be retired after Summer ’20 (next year).

    Sales Cloud: Enterprise Territory Management

    Another one that has finally made it to Lightning, is Enterprise Territory Management, with the relevant object now showing in Object Manager within Lightning.

    And remember you can also forecast against territories in Lightning too. With Summer ’19 adding a new way to view your team’s Territory Forecasts.

    Finally, Salesforce has also announced the original Territory Management module will also be retired in Summer ’20 too.

    Service Cloud: Knowledge Enhancements

    There are a number of improvements to Knowledge in Service Cloud. Starting with in-line editing for article drafts.

    In-line Editing for Articles now available in Lightning
    In-line Editing for Articles now available in Lightning

    You can now also add the Knowledge component to more objects within Lighting, which will speed up the searching for Knowledge Articles.

    Other Knowledge updates are also included in the Summer ’19 Release, including improved reporting, paste images into Rich Text Articles, and more.

    Service Cloud: Merge Cases

    Summer ’19 introduces a new ‘Merge Cases’ feature, though keep in mind it is currently beta.

    It is a feature that has been available in competing platforms for quite a while, but never the less a very handy feature to clean-up your cases.

    And if you have used the Merge Accounts feature, it will look very similar to you…

    Merge Cases from within a case
    Merge Cases option, available in Summer ’19 Release (beta)
    Select the field values to merge
    And the merge wizard allows you to pick the fields to keep/retain as you merge cases together.

    Service Cloud: Improvements to Lightning Flows (aka Guided Action List)

    Another product has changed names, with Guided Action List becoming the new Lightning Flows. But the change also brings with it a few changes and improvements too.

    You will be able to reorder Actions and Recommendations as you like.

    Guidance can now also be added to additional objects: Orders, Products and custom objects.

    Actions and Recommendations now available on additional objects.
    Actions and Recommendations now available on additional objects.

    When will Summer ’19 Release be available?

    As we enter May, the Summer ’19 Release may already be available in a number of pre-release orgs and sandboxes.

    As per Salesforce’s blog, we have now passed the May 3rd cut-off date for sandboxes to be refreshed to gain access to the preview release.

    Production orgs will start to receive the release from this week (May 8th) for some US instances. And for everyone else, we will receive it either June 8th, and June 15th.

    Find your release date:

    • Go to the Trust website
    • Click on the button: ‘Status’, next to the status.salesforce.com text
    • Type in your Instance or Domain
    • Go to the ‘Maintenances’ Tab
    • Scroll and search for: ‘Summer ’19 Major Release’
    Summer'19 Release will hit EU16 on the 9th June.
    Example of the Trust site from Salesforce.

  • 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

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