Salesforce Summer ’20 release will be upgrading your Salesforce orgs the first two weeks in June. I have highlighted my top five features that I think will help your productive.
Salesforce is making life easier with time saving features in List Views.
The Split view option is now available as a List View display option throughout Salesforce. It allows you to see your list of records and the details of a selected record on the same page. This feature has been available in the Salesforce Console App. I love this feature as it helps you to save time and get to the information you need more quickly. No more jumping back and forward between list views and records. Split view is great for going through records in sequence or for quickly skimming through a set of records. The split view panel is collapsible for extra flexibility.
Select Split View from Display As.
Kanban View Upgraded to Show/Hide Details
Now when using the Kanban view you have the option to Show/Hide Details. When showing the details, you see basic details about the opportunity: Opportunity Name, Account, Close Date and Amount. If you use Path, you can also see Path Key Fields and Guidance for Success for the stage the record is on. Key Fields can be edited from the Detail view. Note on Path: Using Path really helps users to visualize the processes that your company works through with Leads, Accounts, Contact, Opportunities, etc.
Reward your hard-working users with a Confetti Celebration for their successes, such as winning an opportunity. A Confetti Celebration creates a little fun and boosts morale when a milestone is reached. Now Kanban views toss confetti, too.
Note: Celebrations are activated in Path.
The Salesforce Optimizer app is an interactive way to review and act on expert recommendations for maintaining your Salesforce org’s implementation. Nothing to install; just enable the App from Setup, Run the Optimizer, and review results. It even gives you Recommendations and Help documents. You can open each item for review in different tabs.
Here are some handy report features new in Summer ’20.
Filter Knowledge Reports by Category
Summer release gives you the option to return information about entire categories and subcategories with the new filter type, category filters. You can now use at, above, below, or above or below. Data category filters are only available on report types that includes the Knowledge object.
Work with up to 5 Unique Fields in Report Row-Level Formulas
In Summer ’20 Salesforce is raising the limit from 3 to 5 on how many unique fields a report row-level formula can reference.
Report on Price Book Entries
Summer ’20 gives you the ability to report on Price Book Entries. In the past you could only report on the Price Book or Product, now you can report on the price book entries. You can now have price book entries as the Primary object or the secondary object to price book or products.
Full View Record View
Full View Record View is now generally available. The Full View Record View is especially helpful for those that have not made the transition to Lightning Experience since this view is very similar to Salesforce Classic. You can now choose from Grouped View or Full View. Full View is not available for all orgs. To qualify for this view, you must have no more than 50 fields, 12 related lists and no inline Visualforce components on your page layout. To switch to Full View, In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.
Please let me know if you still need help to make the transition to Lightning Experience.
Click here for information on these and more Salesforce Summer 20 Release features.