Salesforce Spring '19 Release

I must say there are several new features that I am really excited about but my favorite is the List Views with Pinned lists (only in Lightning Experience; side note - I am always working in Lightning Experience). 

 

I get really tired of seeing the Recently Viewed list view every time I select an object like Accounts, Contacts, or Opportunities.  With Spring ’19 each user can pin the list view that they want to see every time they click on a certain object.  Here’s what Salesforce has to say…

 

 

Jump Right into Your Most Important List View with Pinned Lists

Do you have a go-to list view that you want to load as your default list? Now you can. With pinned lists, all users can make any list their new default.

 

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

 

How: To pin an unpinned list, click its pin icon. To pin a different list, select the list view and pin it instead. The default pinned list for all objects is Recently Viewed.

 

Print a Record Page

Print key details and related lists from a record page in Lightning Experience, just as in Salesforce Classic. Specify record details visibility on the printable page and print the page from the browser. This feature is available for all users, for Account, Campaign, Case, Contact, Contract, Lead, Opportunity, Order, and custom objects.

 

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

 

How: On a record home page, click Printable View. The sections and fields on the printable view reflect the current user’s page layout. The related lists reflect the current user’s related list preferences.

 

 

The printable view opens with the record details expanded or collapsed, based on visibility on the record home page. You can change visibility for all record details or for individual detail sections. Related lists are visible in printable view, and you can’t modify their visibility for printing.  

 

 

Admins can remove the Printable View button from the record page layout in the Page Layout Editor to disable the feature.

Lightning Scheduled available for extra cost in Enterprise and Unlimited editions.

 

 

Reports

Review Data More Easily from the Run Page (Generally Available)

Updated headers in the run page (formerly called the Enhanced run page) make gaining insights from your report data faster.

 

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

 

Why: For a quick view of key metrics in a report, look no further than the Lightning Experience report header. It now displays up to 8 metrics, in the order that they appear in the report, from left to right. These metrics include grand totals, subtotals, record counts, and formula column results.

 

Also, scrolling through jumbo-sized reports is more manageable. Column headers are now sticky. So, they don’t go out of sight as you page through report records.

 

 

Resize Columns to Fit Your Content

If truncated data and unused white space in columns aren’t your favorite things, wave goodbye to them. You can now adjust report column widths in Lightning Experience report builder and the run page.

 

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

 

How: To resize a column width, hover over the column header’s right edge. When the resize cursor appears, drag the edge until the data fits right for you. When you’re done, click the cursor to set the new width.

 

 

Gather Insights Faster with Stacked Summaries

You created those complex—but awesome— matrix reports so you could summarize large volumes of data and compare values in different fields. But the summarized metrics that you wish to compare are not always conveniently located next to each other. For a more viewer-friendly version of the report involves less scrolling, view the report with Stacked Summaries option enabled.

 

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

 

How: The Stacked Summaries option is available for all matrix reports in the report footer. By default, stacked summaries are enabled in Lightning report builder and the run page. Take a look at how enabling stacked summaries makes it effortless to review and compare the same data.

 

 

 

Open a Window into Productivity with Pop-Out Utilities (Critical Update)

Pop utilities out of the utility bar and into their own separate windows. You can arrange popped-out utilities, even move them onto different monitors. You can interact with a popped-out utility alongside your main window, making multitasking a breeze. When you’re done using the utility, pop it back into your utility bar or close the window.

 

Where: This change applies to Lightning Experience for Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. Lightning console apps are available for an extra cost to users with Salesforce Platform user licenses for certain products. Some restrictions apply. For pricing details, contact your Salesforce account executive.

 

When: Pop-out is automatically available for most standard utilities in Spring ’19. The critical update enables pop-out for custom utilities. This critical update will be activated for custom utilities on June 17, 2019. If a custom utility isn’t ready to pop just yet, or if you never want users to be able to pop it out, you can disable pop-out per utility.

 

How: In the utility bar, open a utility and then click the pop-out icon to open the utility in its own window.

 

 

You can pop out these standard utilities.

  • Open CTI Softphone

  • History

  • Rich Text

  • Report Chart

  • Visualforce

  • Flow

  • List View

  • Recent Items

  • Chatter Feed

  • Chatter Publisher

 

Manage Your Workspace with New Subtab Options

The subtab has received a long-deserved promotion! If you’re working on a subtab and need more space, you can promote a subtab to a workspace tab. You can also refresh an individual subtab, and customize its titles and icons.

 

Where: This change applies to Lightning Experience for Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. Lightning console apps are available for an extra cost to users with Salesforce Platform user licenses for certain products. Some restrictions apply. For pricing details, contact your Salesforce account executive.

 

How: Use the new dropdown menu on a subtab to close, refresh, customize, or promote it to a workspace tab.

 

 

 

Add Custom Resources to the Refreshed Lightning Experience Help Menu

We redesigned the Help Menu to make room for your own resources. Guide users as they work in your org with links to your own URLs to websites, PDF files, videos, or Trailhead mixes. A getting-started section helps both users and admins to get on-boarded to the new user experience. Everyone can now search for and see documentation results from within the Help Menu.

 

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

 

Why: The Help Menu is a one-stop shop for learning journeys, getting-started tips, contextual help topics—and now resources you’ve created for your org’s users.

 

The Help Menu now has four main sections.

  • Custom Help—If you choose to add one, your custom help section appears at the top of the Help Menu on every page in Lightning Experience. You get to name the section and pick the resources to display.

  • Getting Started—Resources to help users and admins get up and running in Lightning Experience. Different resources are shown to users and admins. As you read the suggested resources, more topics are rotated to the top of the list, so you’re continually learning something new.

  • Help for This Page—Page-relevant assistance for when users have a question while working.

  • More Resources—Links to keyboard shortcuts and feedback. Admins also see links to support and release notes. Everyone can search for Salesforce documentation in the Help Menu, see top results, and read topics without leaving the app.

 

How: From setup in Lightning Experience, enter Help Menu in the Quick Find box, then select Help Menu. Title your custom help section, and then add up to 15 resources. Turn on Customize the Help Menu so users see the resources. After adding custom help, you can hide Getting Started, Help for This Page, and selected items under More Resources. The links to keyboard shortcuts and feedback to Salesforce are always displayed. As an admin, you always see all resources. Turn off Show Salesforce Help Content to Users on the Help Menu setup page.

 

 

Build Flows More Intuitively with Flow Builder

Your flow-building experience just got a whole lot better! We’re replacing Cloud Flow Designer with a much faster tool: Flow Builder. It streamlines flow building and maintenance with a simplified user interface.

 

Where: Flow Builder is available in Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. Flow Builder isn’t supported in Internet Explorer 11 and earlier.

 

Who: Like Cloud Flow Designer, Flow Builder is available to admins with the Manage Flow user permission.

 

Why: If you’re familiar with other builders on the Salesforce Platform, like Lightning App Builder or Community Builder, you should feel right at home.

 

With Flow Builder, we streamlined the toolbox, so it’s easier to choose the right element or resource for your flow. For example, we consolidated the data elements and how you create variables. No more keeping track of whether to use a Fast Create or Record Create, or which type of variable you need. We also renamed some elements and resources to be more intuitive. For example, the sObject data type is now called “Record.”

 

 

How: Flow Builder is now the default flow-building tool in all orgs, Salesforce Classic or Lightning Experience, so no migration is needed. When you modify an existing flow or click New Flow, you open Flow Builder.

 

When you use Flow Builder, the only change is how you build or modify flows. The new Flow Builder doesn’t affect how your flows behave or your users’ experience when flows run.

 

For now, you can still access flows with both flow tools. Cloud Flow Designer is disabled by default, but you can turn it back on. From Setup, go to Process Automation Settings and deselect Disable access to Cloud Flow Designer. When Cloud Flow Designer is re-enabled, you see the New Flow in Cloud Flow Designer button on the Flows page. When both tools are enabled, a flow opens in the tool that it was built with.

 

 

Turn On Lightning Experience (Critical Update)

Salesforce will turn on Lightning Experience on a rolling basis starting in Winter ‘20 to empower users to move faster, do more, and be more productive. We encourage everyone to start preparing to transition to Lightning Experience soon so that your users can benefit from everything the new interface has to offer. The future of the Salesforce user experience and platform is Salesforce Lightning. Moving forward, all innovations will be in Lightning Experience. Take advantage of the lead time before Lightning Experience is turned on to understand how your org’s features and customizations perform in the new interface and to prepare your users via change management. Start now to ensure a better experience for everyone when Lightning Experience is turned on later. Better yet, take control and turn on Lightning Experience for your users before this update is auto-activated, on your terms.

 

Where: This change applies to Group, Developer, Professional, Enterprise, Performance, and Unlimited editions for orgs that don’t yet have Lightning Experience turned on yet.

 

When: This update starts appearing under Critical Updates in February 2019. The update begins auto-activating in Winter ‘20.

 

Who: All users with the Lightning Experience User permission enabled are affected by this critical update. This includes all users with standard profiles and users with custom profiles or permission sets that have the Lightning Experience User permission enabled by an admin. In Salesforce Classic, users see two options to switch to Lightning Experience: a link to switch to Lightning Experience appears in the header and in the user profile menu.

 

To encourage everyone to work in Lightning Experience, users working in Salesforce Classic are switched to Lightning Experience on a weekly basis. Users can switch between Salesforce Classic and Lightning Experience from the user profile menu.

 

How: From Setup, enter Critical Updates in the Quick Find box and then select Critical Updates. For Turn on Lightning Experience, click Review. When you’re ready to turn on Lightning Experience, you can Activate the update either in Critical Updates or Lightning Experience in setup.

 

Enjoy Increased Data Storage

Data storage for select editions is increasing from 1 GB to 10 GB, giving you lots more room to grow. For example, previously a Professional Edition org with 10 users received 1 GB, because 10 users multiplied by 20 MB per user allotment is 200 MB. Now, a Professional Edition org with 10 users receives 10 GB + 200 MB.

 

Where: This change applies to Lightning Experience, Salesforce Classic, and all versions of the Salesforce app in Contact Manager, Group, Essentials, Professional, Enterprise, Performance, and Unlimited editions.

 

When: Orgs will begin to see the increase beginning in late March 2019.

 

Email Integation

Gmail

Get Lightning for Gmail and Salesforce Inbox in One Chrome Extension
The Chrome Web Store listing for Lightning for Gmail is now called Salesforce. The Chrome extension brings sales reps the Salesforce experience within G Suite Gmail, regardless of whether they’re set up to use standard features or premium Inbox features. The single extension provides the base Gmail integration features at no cost, and the option to add Inbox features with the purchase of an Inbox license.

 

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

 

How: If you’re already using Lightning for Gmail, you’re all set. No need to replace the Lightning for Gmail extension you have installed. If you want to add Inbox features to your Gmail integration and don’t have an Inbox license, contact Salesforce.

 

Find all the Gmail integration settings on the Gmail integration and Sync page in Salesforce Setup.

 

Log Emails to People Who Aren’t Email Recipients from Gmail™
Previously, sales reps could log emails from Gmail to contacts, leads, and person accounts in Salesforce that matched an address in the To or CC fields in the email. Because an email can include important information, reps can now log messages to any people record, ensuring that pertinent information is recorded in Salesforce. Sales reps can search for other people using global search in the Gmail integration pane. Emails logged to other people records are included in the record’ s activity timeline.

 

 

Outlook

Log Emails to People Who Aren’t Email Recipients from Outlook®
Previously, sales reps could log emails from Microsoft® Outlook to contacts, leads, and person accounts in Salesforce that matched an address in the To or CC fields in the email. Because an email can include important information, reps can now log messages to any people record, ensuring that pertinent information is recorded in Salesforce. Sales reps can search for other people using global search in the Gmail integration pane. Emails logged to other people records are included in the record’s activity timeline.

 

Run Outlook Integration in Outlook® 2019
The Outlook integration is now supported in Outlook 2019. As with other Outlook versions, we recommend that you run the latest build of Outlook 2019 to ensure that the integration works as expected.

 

 

Einstein Next Best Action

Display the right recommendations, at the right moment, to the right people with Einstein Next Best Action. Integrate business rules, predictive models, and data—both inside and outside of Salesforce—to create unique strategies for all your use cases. Maybe you have offers, like discounts and upgrades, that are only relevant under specific conditions. Perhaps service agents have multiple ways to assist customers, and you want to guide the agent to the best action. Consider using Einstein Next Best Action.

 

Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, and Unlimited editions.  Every org gets 5000 requests per month - free. 

 

Why: For example, when an agent opens a contact record, the Einstein Next Best Action component requests a set of recommendations from Strategy Builder and displays recommended offers for that contact. Three possible actions could surface, so the strategy runs and produces the best one.

  • The first action is filtered out because the customer’s credit score isn’t above a certain threshold.

  • The second action is filtered out because it’s an upsell offer for a service that the customer already has.

  • The final action is surfaced and recommended because the customer’s satisfaction score is above average, and a different upsell offer is appropriate.

How: Create recommendations to filter through your strategy. Create and activate screen flows that include actions or offers, and connect them to your recommendations. When a user accepts a recommendation, the associated screen flow launches.

 

Find Strategy Builder under Next Best Action in Setup. Create strategies that load recommendations and filter or sort those recommendations based on rules, predictions, field values, and external data.

 

Display recommendations for a given strategy by adding the Lightning component to your record pages. For Lightning record pages, add the Einstein Next Best Action component. For Lightning community pages, add the Suggested Actions component. For Visualforce pages, use Lightning Out to add the lightning:nextBestAction component.

 

 

Salesforce Notifications:

Internet Explorer (IE) 9 and 10 will be retired on April 5, 2019

After April 5, 2019, you can continue to access Salesforce Classic using IE9 and ID10. However, Salesforce will not provide support for any issues you may encounter using these browsers. To avoid functionality issues, Salesforce encourages you to move to a supported browser like Chrome, Firefox, Safari, Edge and IE 11.

 

Field History Tracking

Starting with Spring ’19 Salesforce will enforce the 18-month retention policy and begin the process of removing field history data beyond 24 months.  If you have data beyond 24 months that you would life retain, action needs to be taken before the Spring ’19 release. You have two options:

1) Purchase Field Audit Trail (FAT) - FAT preserves data in Field History Tracking and provides a FieldHistoryArchive standard big object for automated archival. FAT also lets you define a custom policy to retain archived field history data up to 10 years from the time the data was archived. To purchase FAT, contact your Salesforce Account Executive.

 

2) Data older than 18 months is available only via Data Loader or the API. Data older than 24 months is also available, but only until the Spring ’19 release. After Spring ’19, Salesforce begins removing data older than 24 months. Use Data Loader or the queryAll() API to retrieve old field history and then import the field tracking history to a Big Object in Salesforce.

 

Click here to see Salesforce Spring '19 Release Notes.

 

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