Author – Izaaz Gaffar, Cludo
Its that joyous time of year again! No not Christmas, although each Salesforce release is almost as exciting as the festive season! Welcome to Cludo’s Winter 19 Quick Release summary. This blog is designed for give partners, customers and salesforce enthusiasts with a snapshot of the top 5 highlights for both customers and admins! Unless your someone like me who enjoys reading through pages upon pages of detailed release notes.
Want a sneak peak to play with the new features before it hits production? Make sure your sandboxes are active for the pre-release dates of September 7 and 8. For more info on Sandbox preview instructions, make sure you check out Salesforce blog: Sandbox Preview Instructions for the Salesforce Winter ’19 Release. Now lets get stuck into the new features!
Amazing customer experience is critical to any successful Salesforce implementation. Check out the below top 5 features that will electrify your customers lightning experience!
Shake up your Salesforce View with new Density Settings!
Have you ever had a request from a customer that the new Lightning interface has too much white space? Salesforce now has the ability to change your density display settings.
Say goodbye to whitespace, with compact density, fields appear with labels to the left and white space is reduced between components. This fits approximately 30% more fields on a page. The comfy density setting is similar to Salesforce’s previous page experience.
How? – This feature can be configured from Setup -> Density Settings. Remember, the org level setting cannot override an individual users setting.
Quick Text spreads its Wings!
Have you ever implemented quick text and received minimal adoption due to reps forgetting the quick text hotkey? Or as a rep are you booking an event and tired of typing the same canned response over and over? Salesforce has improved quick text by spreading its wings to Tasks and Events, as well as a handy visual icon to ensure your reps are not forgetting this power-saving feature!
Make switching back to classic a thing of the past!
Are you running classic in parallel to Lightning for end users? Are you wanting to understand why your users are switching back to classic? Salesforce have implemented an optional feedback feature which prompts users upon switching back to classic give feedback. This feedback is stored in a chatter group where admins and users can collaborate, educate and resolve request on the go!
How? – To setup the feedback form in LEX, navigate to Setup -> Onboarding & Assistance -> Switch to Classic Feedback Form. Both the default question can be modified and the chatter group can be configured
Did someone say List View Search?
You asked for it, Salesforce Delivered it! Users now have have the ability to filter their records within a list view with a search bar. The search bar can also be added to the list view component in the Lightning App Builder. Searchable fields appear not to be disclosed, but this is one step closer to declarative domination!
360 Degree View of Email Activity
Ever sent an email to a prospect and wondered if they had opened it? Or maybe it was a dud email address? In Lightning Experience, Salesforce have introduced bounce back warnings which now appear on lead, contact or person account records which have a bounced back email address.
On top of bounce backs, Sales reps can now intuitively view an email activity record and identify if an email is being tracked, last opened and first opened
Admins to the Rescue
Supercharged admins equal happy customers! Check out my top 5 highlights that will boost your efficiency.
Unable to share list views in Lightning is now a thing of the past!
Remember creating a list view in lightning and not having the ability to share it with specific groups or roles? Tired of updating security settings in classic for list views? I know I am, Salesforce Lightning now has the ability to properly control list view security within Lightning!
Winter Release? Or should we call this Flow-Release?
Flow-natics rejoice, crack open a beer and preach clicks over code because Salesforce has taken flow to another level with the below improvements:
Dependent picklists are now available in flow screens. This component utilises the field dependencies setup in the org.
Opt In / Toggle Component
No more dull checkboxes or picklists to capture user preferences. Utilise the new toggle screen component to improve your customers experience.
Gather a users rating between a range of values with an aesthetic, interactive slider.
Previously entered values
During a flow, if a user fills in fields on a screen, then navigates to the next screen, the details filled in the initial screen is not saved if the user navigates back to it. With this new feature, flows now remember the values of attributes when moving between screens. You will need to setup appropriate input/output values to support this.
Multiple record change processes
In Process Builder, it is best practice to have one record change process per object. If an org has multiple record change processes on the one object, it is likely that the org will hit governor limits such as SOQL queries. In addition to governor limits, if there are multiple record change processes per object, Salesforce is unable to guarantee which record change process fires first, second and so forth. Now with this new feature, Process builder will now display a list of active record change processes per object. This is great from an architecture perspective to ensure limits are not breached and administration is simplified.
Custom Permissions – An App Builders new friend!
Have you ever created a lightning component and wanted to dynamically hide it based on specific criteria? Perhaps the object did not have a great field that you could utilise as the filter to define the visibility. Or maybe the component visibility was relevant to some user groups not others? All of your these use cases are now addressed with the ability to filter lightning components based on custom permissions. Custom permission can be applied on a profile level or a user level using permission sets.
reCAPTCHA – showing spammers and bots whos King!
Salesforce now have the ability to reject both cases and leads that are generated from Web-to-Case and Web-to-Lead that have not been verified using reCAPTCHA. This setting can be turned on by simply navigating to Setup -> Web-to-Case or Web-to-Lead respectively. Once turned on, don’t forget to update your sites with the updated HTML code!
Field References – Goodbye Eclipse, Hello Salesforce! (PILOT)
Now, this feature is in Pilot, and only available to users who are on the pilot program. Lets hope this feature becomes GA in the future. This functionality is so amazing, it needs a mention in this blog! Previously, when you were looking to edit a field in the backend, you may have been unaware as to where those fields were referenced. The field could be used in reports, validation rules, flows, triggers and the list goes on. Now, yes there are methods to find where these references exist, by utilising tools such as Eclipse, or simply attempting to delete the field – you would be presented with some references. This pilot feature allows you to navigate to the field of choice, click the button “Where is this Used” and boom! Presented with a list of hyperlinked references. Amazing right? Lets pray this feature becomes GA!
Now it comes to the sad end of the the post, I’d like to thank you for reading this and hope it was beneficial to you and your customers. Until next time!