The Salesforce Release notes for Summer '19 was released earlier this week, and people are very interested to know what the future holds for their Salesforce Org.
Today, we hope to shed a bit of light on the best new updates and features to arrive - especially for those who do not have time to read the 472 pages of notes.
With each Salesforce release comes a host of new updates, features and bug fixes.
Summer 19 release is set for May 17th/June 7th/June 14th (you can check the current status here).
Preparing for a New Release
One way to prepare for a new release is to check out the Trailhead for the upcoming release. The Trailhead for Summer '19 badge will be available from the 3rd of May onwards.
Salesforce has a strategic plan of action for users when it comes to updates. By following along with the trailhead you will learn their 7 step strategy - ‘learn, educate, plan, communicate, test, go live, and iterate’.
Another task is to actually read the release notes if you have time. We know this can seem daunting at first, as there is a lot of information and detail included. Of course, you are not going to read every single part, only what affects your org and work. When viewing the Salesforce release notes, you can search for specific clouds or features, which will shorten down your research.
Taking a look at the timeline will help you prepare and set deadlines, etc. You can also take a look at ‘Trust’ in your Salesforce org to see when your Org will be updated.
Timeline
April 22 - Release notes for Summer '19 are available
May 3/4 - Sandbox Orgs are updated
May 3 - Summer '19 Trailhead now available & Release website published
May 7 - Feature Matrix & Overview Deck released
May 17/18 - Release Weekend 1
Early June - Webinars, Demos & Q&A’s go live - exact dates to be announced
June 7/6 - Release Weekend 2
June 14/15 - Release Weekend 3
July - Trailhead Summer '19 Exam - Date to be announced
Here is the official graphic from salesforce for you to see what is happening and when.
General
1. Two Record View Options to Choose from
With choice comes appreciation and productivity. It is now possible to choose between two default record views. The current view, which is now called ‘Grouped view’ and a ‘Full View’ option. The new full view shows the related lists and displays more details all on the same page.
Applies to: Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
2. Enhanced Related Lists.
As Salesforce says, ‘Take you related lists to the next level’. Showing up to 10 columns, the options to resize, sort and execute mass actions with the new Enhanced Related Lists are excellent.
Applies to: Lightning Experience in Essential, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
[Release notes here]
3. Clicks, not Code - In-App Guidance for Training, Onboarding, and News
Create guidance in-app with clicks instead of code. You’ll have the option to write your own content and insert what buttons and URL’s you want.
Note: This is still in Beta, which means Salesforce doesn’t guarantee general availability and can cancel it at any time.
Applies to: Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
[Release note here]
4. Merge Cases into a single record - up to 3 cases at once
It is now possible to merge 2 or 3 cases into one master record. Whether it’s two duplicate records or two similar ones that need to be part of a master record, you can merge up to 3. This is a great addition, as before this was only possible to achieve with either custom development or an app from the appexchange.
Note: This is still Beta, which means Salesforce doesn’t guarantee general availability and can cancel it any time.
Applies to: Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
[Release note here]
5. Zoom Through Related Lists with Quick Filters
What differs with Related Quick Filters is that they are not saved and cannot be shared. They will only remain in use during the current session. This will help maximise your time and help you find the data you’re looking for fast.
[Release note here]
6. Notification Builder - Keep your Users in the loop and up-to-date
Maybe you want your users to be updated for important events, like a support case being logged on a deal they’re trying to close. You might also want them updated on every step of the workflow. Whatever it may be, Salesforce has made it easier to send notifications, automate them and send them to who and when you want. Previously, you could send standard reports that were predefined by Salesforce.
Applies to: Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions and all versions of the Salesforce app.
[Release note here]
7. Surveys - Send them for free
A good feature that will make a lot of users - especially Marketing users - happy is that you will no longer need a licence to send surveys. Any of the 4 users (Contract Manager, Marketing user, Standard user, System administrator) can avail of sending unlimited Surveys for free.
Applies to: Lightning Experience in Performance, Enterprise, Developer, Partner Developer, and Unlimited editions where Salesforce Surveys is enabled.
[Release note here]
More items visible in Menus on the Navigation bar
From 3 to 5, Salesforce has increased the number of items shown in item menus with 2 more items listed.
Applies to: Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
[Release note here]
Bonus Update:
Path: Celebrate Sales Milestones
It is now possible to have confetti sprinkled across the screen for specific achievements. Available to turn on in Path Settings, the admin can select what to celebrate. Whether it’s winning a big opportunity or celebrating daily occurrences, Salesforce is here to help you celebrate your users' milestones.
Applies to: Lightning Experience and all versions of the mobile app in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
[Release note here]
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