• Emily Malone

Our top picks from the Summer ’19 Release for Users and Admins

Our Head of Salesforce Development has been an absolute legend and highlighted some of the best new features for users and admins from the Summer ’19 release. Thanks, Mark!

Now, we’ve got to say that this release is in preview, so don’t make any purchase decisions based on these yet — make them instead based on the generally available products and features of Salesforce, yada yada yada. Got that? Awesome. Anyway, here they are!

Reinvent learning at your company with myTrailhead!

With the Summer ’19 release comes myTrailhead — a platform that lets you create, manage and publish your own modules and trails for your users. For example, say you need help onboarding new employees — you can create content that welcomes new employees and orients them to their job role and your company and design custom training programmes.

With the tools available through this release, you can format your content, add graphics and videos, create quizzes, create releases for them, and customise it based on your company’s unique brand colours and imagery.

myTrailhead is available to customers with Enterprise, Performance, or Unlimited editions for an extra cost.

Zoom through related lists with Quick Filters

Now you can use quick filters in your related lists to find the data you’re looking for, dead fast. These are different from your bog-standard list view filters because they aren’t saved, persist only throughout your current session, and can’t be shared.

This applies to Lightning Experience in Essential, Group Professional, Enterprise, Performance, Unlimited, and Developer editions.

Choose from two record view options

Now you have two default record page view options. One is the current view — now called Grouped view — and the new shiny view is called Full view. You can choose which view is best for you, but Full view displays all details and related lists on the same page, whereas Grouped view focuses on specifics by grouping information across tabs and columns.

How do you make use of this new feature, you ask? Well, if you’re already using Lightning Experience, you can change your org’s default record view in Setup.

If you turn on Lightning Experience after Summer ’19, however, you configure these settings in the Lightning Experience Transition Assistant before you switch on Lightning Experience, or in Setup after switching on Lightning Experience.

In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings. 

Power up your Related Lists with Enhanced Related lists.

With new Enhanced Related lists, you can show up to 20 columns, resize and sort your columns, perform mass actions, and wrap text. To take your related lists to the next level, select Enhanced List from the ‘Related List Type’ dropdown via the Related Lists component in Lightning App Builder. Here, you can customise how many records to display at once and choose whether to show the list view action bar.

Choosing Enhanced List affects all related lists in the component. To customise which columns appear in a particular Related List, edit the Related List in the page layout editor and add more fields.

This change applies to Lightning Experience in Essential, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

More in item menus on the navigation bar

Salesforce have increased the number of recent items shown in item menus from three to five. They also made some styling enhancements, such as bold section names and separators, just so it’s a little easier to tell the difference between sections. This means an object’s item menu now displays up to five times each in the Favourites, Recent Records, and Recent lists sections.

This applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Find what you need fast with search results that reflect how you navigate

The items in an app’s navigation bar now help determine your top search results in Lightning Experience. And because your users can personalise an app’s navigation bar, they have more say in how they search in Lightning Experience. This applies to Lightning Experience in all editions and affects search results only for the app currently in use.

Access Lightning Experience from Safari on iPad devices (beta)

Now, users can run the full desktop version of Lightning Experience on their iPad device, which is handy for when they’re away from their desktop or laptop. In Setup, simply enter Lightning Experience in the Quick Find box, and then select Lightning Experience on iPad Browsers (Beta). 

This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

It’s worth noting that Lightning Experience on iPad browser is a beta feature, meaning it’s a preview and isn’t part of the “services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion and make your purchase decisions only on the basis of generally available products and features. Learn more here.

Keep Record Context When Switching from Salesforce Classic to Lightning Experience

Spring ’19 has brought with it the ability to keep record context when switching over to Lightning Experience.

When you switch, you’ll land on the same page in Lightning Experience, if it exists. If the same page doesn’t exist in Lightning Experience, you’re redirected instead to your default landing page, whatever that may be set to in your org’s customisations.

This applies to Lightning Experience and Salesforce Classic in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

New email template stuff: enhanced letterheads and images

Want more consistent branding and compliance? With enhanced letterheads, you can now include header and footer info in Lightning email templates. You can also add images and global merge fields to letterheads and email templates to give your messaging that extra li’l something.

Here are the feature details, as described by Salesforce themselves:

  1. Use Enhanced Letterheads to Increase the Effectiveness of Lightning Email Templates Standardize the information in the header and footer of an email template with enhanced letterheads. Include your company’s logo and contact information, or add legal disclaimers and subscription links. Create your enhanced letterhead in a rich text editor, or paste in your own custom HTML for full control of styling. Add merge fields, images, and links.

  2. Find Existing Letterheads in a New Location in Salesforce Classic Looking for the letterheads that you created in Salesforce Classic? They’re still there in Setup, under the renamed menu option Classic Letterheads.

  3. Include Images in Your Email Templates and Letterheads Make your email messages stand out by including images in your emails templates and letterheads.

  4. See the Entire Email Template in the Sales Console When using the email template home page or opening an email template in Sales Console, users now see the whole screen. Previously, some information was cut off.

  5. Keep Messaging on Target in Case Emails Agents and reps using case emails can no longer use Save or Save As to edit or create email templates. The email templates you’ve created remain on target and aligned with your brand.

Create Knowledge actions and Global Quick actions

You can now create an article from pretty much wherever you fancy. Simply choose Knowledge when you build global quick actions that create a record. Plus, new Knowledge-to-Knowledge lookup fields are now a thing, helping you make actions in the Buttons, Links, and Actions screen in the Object Manager.

This change applies to Lightning Experience only. Salesforce Knowledge is available in Essentials, Developer, and Unlimited editions, and for an additional cost in Professional, Performance, and Enterprise editions.

MORE lookup features for Lightning Knowledge

Create an article from a lookup while creating other records, and add article-to-article lookup fields so you can use a related list of articles and build even more types of article actions.

Have I said “article(s)” too much? Has it lost all meaning now?

This change applies to Lightning Experience only. Salesforce Knowledge is available in Essentials, Developer, and Unlimited editions, and for an additional cost in Professional, Performance, and Enterprise editions.

  1. Create master-detail relationships

This allows you to make use of Knowledge as the parent in a master-detail lookup relationship. Say you wanted to create a master-detail relationship between articles and the records in an article review custom object. Well, now you can. Then, you can create roll-up summaries from fields in the custom object.

  1. Use Cascade-Delete with Knowledge

Cascade-delete is this new thing which removes related records in a lookup when articles are deleted. You can use this in lookups from custom objects to Knowledge.

If you wanted to, you could delete records from an article review custom object when the article version is deleted. Just bear in mind that lookups to Knowledge link to a specific article version, and if you publish an article and don’t use the option to Publish as a new version, the previously published version is deleted. Child records in a master-detail relationship using cascade-delete are therefore also deleted. 

  1. Build Knowledge-to-Knowledge lookups

Now you can choose Knowledge as the target in a lookup field on the Knowledge object — just add the Knowledge related list to your page layouts. This change also lets you create new Knowledge record actions in the Buttons, Links, and Actions screen of the object manager, and create global quick actions with Knowledge.

  1. Create an article from the lookup while creating a related record 

When you create a record with a lookup to Knowledge, you can now choose to create an article from the lookup dropdown. And once you save the article, it’s linked to your new record.

Evaluate each record in reports with row-level formulas (beta)

If you need to answer business questions, you’ll sometimes need to make a calculation on every row in a report. For example, if you were to calculate the number of days between each opportunity’s created date and close date, you’d subtract the created date from the close date.

With row-level formulas, you don’t need to export report data to a spreadsheet or ask an admin to help you out with a one-off custom formula field — instead, you write a row-level formula directly into the Lightning report builder.

You can enable the row-level formulas beta feature from Setup. Just enter Reports in the Quick Find box, then click Reports and Dashboards Settings. Select Enable Row-Level Formulas (Lightning Experience Only) and click Save. 

Please note that this feature is in beta, so don’t go making any purchasing decisions based off this yet.

New Salesforce CMS (beta)

So CMS for Community Cloud has gotten even bigger and better, and is calling itself Salesforce CMS. Salesforce wanted to improve its usability and flexibility, so there are loads of new features.

Now you can share content across communities more easily and collaborate with local and regional teams on your projects. You can also create content outside of your communities in CMS workspaces, which has some lovely perks. You can also take advantage of role-based access to control who can author content and access settings.

Here are some reasons this is all a bit nice:

  1. Assign content access with new contributor roles that don’t require administrative access to your communities.

  2. Create one or more CMS workspaces to organize your content and share it across multiple communities at once.

Within your individual communities, you can also customise the experience for your users.

  1. Reuse content published from one or more CMS workspaces.

  2. Curate content into collections that automatically refresh as content changes.

  3. Reuse your existing CRM data, such as inventory, to help users find what they need.

  4. Connect to an external CMS to reuse content you already host elsewhere with CMS Connect.

This is available automatically to all Community Cloud customers, so if you’re already one of those, check it out in the App Launcher!

Again, Salesforce CMS is a beta feature. Community admins, Salesforce admins, content managers, and content admins can access this beta feature in the Salesforce App Launcher and in the Content Management workspace of any community. You can provide feedback and suggestions for Salesforce CMS in the Community Cloud group in the Trailblazer Community.

It’s available in Lightning Experience for Lightning communities in Enterprise, Essentials, Performance, Unlimited, and Developer editions.

Set up mass quick actions in Communities

You can set up mass quick actions in Communities now, same as in Lightning Experience. This means your customers can select up to 100 records in a list view and perform mass updates, rather than painstakingly updating records one at a time.

This applies to Lightning Communities accessed through Lightning Experience and Salesforce Classic in Enterprise, Essentials, Performance, Unlimited, and Developer editions.

Increase password complexity requirements for Communities

Salesforce have upped their security by offering a password complecity option that needs internal and external users to include at least three of the following characters in their passwords: one number, one uppercase letter, one lowercase letter, and one special character (! ” # $ % & ‘ ( ) * + , – . / : ; < = > ? @ [ \ ] ^ _ ` { | } ~).

This applies to Lightning and Salesforce Tabs + Visualforce communities accessed through Lightning Experience and Salesforce Classic in Essentials, Enterprise, Performance, Unlimited, and Developer editions.

Analyse your automated business processes in Automation Home (beta)

Salesforce’s new Automation Home helps you with automated business processes. With it, you can:

  1. Explore flow templates on AppExchange, or navigate to an automation tool.

  2. Get a quick view of the most commonly used automation types.

  3. See your org’s flow activity in charts, such as total errors and total started automations.

  4. Learn how much time it’s taking users to complete screen flows, so you can optimize as needed.

This change applies to Lightning Experience and Salesforce Classic in Professional, Enterprise, Performance, and Unlimited editions.

Again, this is in beta, so you know what not to do…

Salesforce Surveys: free sending, customised email invites, and an improved UX

Now you can create surveys and send invitations for free, and only pay based on the number of responses you receive after the free allotment. You no longer need a license to create and send surveys. Anyone who has been assigned one of the provided four profiles can create and send unlimited surveys for free. Receive up to 300 survey responses for free. After the first 300, you can purchase an add-on response pack based on the number of responses you receive.

To help improve your response rates, you can also personalise your email invitations to participants. Plus, you can up the user experience of surveys and have more words to play with due to the increased character limit for questions, response choices, and participant comments. Mobile devices work well with these surveys too, meaning participants can fill them out on-the-go.

Path: Celebrate sales milestones with… confetti!

This one’s dead fun. Imagine celebratory confetti raining down on your screen whenever you win an opportunity. Yep, you can now help your teams celebrate their successes by throwing some virtual confetti whenever reps reach a designated path stage.

To set this up, in Setup, use the Quick Find box to find Path Settings. Then, enable Path and create or edit a Path.

I mean, it’s much better for the planet than throwing actual confetti, at least!

This applies to Lightning Experience and all versions of the mobile app in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

So, as you can see there are lots of great new features to get your teeth into this Summer. What’s your favourite? Was there anything you were hoping for that isn’t in the Summer ’19 release? Let us know in the comments below!