As Salesforce adds more to its platform with its every new release, here are 10 new updates for admins and developers in the Salesforce ’20 release notes.
1. Latest Lightning Experience Features with the Lightning Extension for Chrome
Use the Lightning Extension to get access to the latest features of Lightning. Add the lightning extension to your Chrome browser and from the extension settings you can select which feature to enable.
It’s all in Beta, so lower your expectations and enjoy the future improvements (give feedback).
2. Assign a Task to a Queue
You can now assign tasks using shared queues to assign a task to a queue, that task is accessible to the queue members. Just remember to manage the behavior of the members to make sure that all tasks are being completed.
As a leader, or Admin of a Salesforce Org, the natural tendency is for your users to ignore the data that you ignore and vice versa. Maintain data integrity with a series of reports, list views and inspections to make sure that your users are engaging in a way that supports your business processes.
3. Empty the Recycle Bin in Single Step
Now, you can free your Salesforce org’s recycle bin space in Lightning Experience in a single click. Until now, you were deleting selected individual items or had to switch to Salesforce Classic to delete all items permanently.
4. Update Records 10 Times Faster Using “Before-Save” Updates in Flows
“Before-save” updates are faster than other record triggered updates available when using Flows. To create or update a record, use the auto-launched flow to obtain additional updates to that record before it is saved to the database.
For instance – a before-save update in a flow is 10 times faster than an update in a record-change method using process builder. Speed up your record-change processes with flows to minimize the time that the spinner appears while saving records.
If you’re not familiar with Flows, then blaze your trail here.
5. No Maximum Daily Cap for API Calls
Now, the maximum daily cap of 1,000,000 API requests have now been eliminated. Hooray for that!
6. Customize When Prompts Appear to Users
If you haven’t joined the “In-App Guidance” Train, you’re leaving your users behind. It’s your ‘built-in’ training team and you should definitely involve your training department in developing this tool for your users.
You can now pass over the global delay time to show a prompt while the first page loads or to show multiple prompts in a day without making a change to global delay time for all prompts. This will speed-up the onboarding prompts or increase the delay for making announcements and updates as well.
Just type In-app guidance in the Quick Find box of the Setup Menu, and choose In-App guidance.
Click on the Prompt Settings and you can make changes to the Delay Between Prompts. You can specify up to 99 hours and 59 minutes. And, by default, the prompt appears no more than once every 24 hours per app to users.
7. Target Profiles When Creating In-App Guidance Prompts
Nobody likes useless information. Do your users a huge favor by targeting the right messages to the right users at the right time. By grouping your audience you can send your message to the users that will appreciate the communication. Previously, you were able to use only permissions to show the prompts to your specific audience.
A combination of up to 10 profiles and permissions for each prompt can be chosen. If your Admin needs help choosing the messaging, remember to include both Marketing and Training members of your organization to collaborate to communicate (also, create a group for Marketing, Training and Managers to collaborate on the right messaging to the right groups – Admins – You MUST control the communication to the users so that they are NOT overwhelmed).
8. Attach Formatted Spreadsheets to Report Subscriptions (Beta) (if you must)
When your audience subscribes to a report, the option allows them to choose to receive the results in the form of a formatted spreadsheet attached to the email.
While this is a great feature if you like spreadsheets to act like documents, I want to remind you that exporting data from a report is the “start of a bad habit” of not relying on Salesforce data every day.
Remember, Salesforce Reports are “LIVE DATA” and Spreadsheets are “STATIC DATA” (or Dead Data); Spreadsheets are great for referencing a snapshot in time from the past, but are not reliable to provide the most up to date information.
To Setup – Subscribe to the report and select Attach results as a formatted spreadsheet file before you click to Save.
9. Schedule an Appointment That Immediately Follows Another (Beta) when using Field Service App
Set up service appointments that take place back-to-back, when you create Immediately Followed by Dependency between them. Follow the Help documentation here.
10. Help Your Chat Agents Respond Faster with Einstein Reply Recommendations (Pilot)
Respond faster with Einstein Reply Recommendations. Einstein Reply Recommendations monitor data from chat transcripts and generate chat replies for your customers’ inquiries. Agents choose the most relevant chat reply from a list in the Lightning Service Console as they interact with customers.
Chat Agents Respond Faster With Einstein Chat Recommendations Video
This is just a small portion of the Summer ’20 release notes and the link to the Trailhead Trail to guide you through all of the most notable features. I welcome your comments and I will endeavor to create “training” type responses. The “how to” so that you can “get to” your work.
If you need any support or training in your organization, then reach out to us via our Contact Us Page.