It’s that time of year again with the Salesforce Summer release coming in June. This release contained many incremental improvements to non-SalesCloud apps, especially ServiceCloud.
Below are the features that were noteworthy for me. What features were noteworthy for you?
See the Summer 19 Release notes for more info.
Keep Record Context When Switching from Salesforce Classic to Lightning Experience
When you switch from Salesforce Classic to Lightning Experience, you land on the same page in Lightning Experience, if it exists. If the same page doesn’t exist in Lightning Experience, you are redirected to your default landing page, which is determined by the org default or your customizations
Summer 19 Release Notes
Power Up Your Related Lists with Enhanced Related Lists
Take your related lists to the next level. With Enhanced Related Lists, you can show up to 10 columns, resize and sort your columns, perform mass actions, and wrap text.
Where: This change applies to Lightning Experience in Essential, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: From the related lists component in the Lightning App Builder, select Enhanced List from the Related List Type dropdown (1). You can customize 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 (2). To customize which columns appear in a particular related list, edit the related list in the page layout editor and add more fields
Summer 19 Release Notes
Ironically, I thought related lists already showed up to 10 columns so this is a nice addition. What really piqued my interest is the ability to do mass actions on the related records.
Choose from Two Record View Options
Now you have two record page view default options. Choose between the current view—now called Grouped view—and the new Full view. Full view displays all details and related lists on the same page. If you’re transitioning to Lightning Experience, this view is similar to Salesforce Classic.
Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: We’re giving you more out of the box options so that you can choose a view that fits your users’ business needs and preferences. In addition to the view that currently exists, we’ve added Full view, an alternative view. Full view displays all details and related lists on the same page. Grouped view, the original Lightning Experience record view, focuses on specifics by grouping information across tabs and columns.
Summer 19 Release Notes
It’s nice to be able to have records displayed like they were in Classic to ease the transition.
Guide Users Through Simple Tasks with Embedded Flows
Save your team’s time and add more value to your self-service offerings with embedded flows. Embed flows into your website or help center to help your customers and visitors complete common tasks, such as reporting an issue, indicating interest in your product or service, or troubleshooting a problem. Your flows can create Salesforce records in the background, like contacts, leads, or cases, so that your team has everything they need to get the job done.
How: Create a flow with the type Screen Flow using the Flow Builder. Then head to the Embedded Service page in Setup. Create a new deployment, and select Start under Flow Settings.
Summer 19 Release Notes
This has all sorts of use cases for integrating simple wizards on self-service sites that interact with Salesforce. This could be used to create better web-to-case or web-to-lead forms that are more sophisticated without requiring developers. Granted, Flows require a good deal of technical expertise but it’s an interesting option to explore.
Products: Tailor Product Schedules to Your Business Processes
Spare your sales team the grunt work of managing complex sales processes for incoming revenue and outgoing orders. Enable customizable product schedules to use custom fields, validation rules, and Apex triggers and to optimize schedule layout and buttons. Enabling customizable product schedules disables Salesforce Classic actions on product schedules, and makes them read-only. In addition, Line Item Schedule is added to the object manager, but it’s unavailable in Process Builder and Workflow.
Where: This change applies to Lightning Experience and all versions of the Salesforce app in Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: Make it easy for sales teams to work with complex sales models. Streamline and automate processes by customizing product schedule layouts and fields (1) and adding custom buttons (2) and Apex triggers. Improve tracking and forecasting by adding validation rules
Summer 19 Release Notes
So glad that product schedule’s are more customizable, especially with adding custom buttons and Apex triggers. This will be helpful for custom revenue scheduling which was a recent ask that was encountered.
Customizable Forecasting Is Being Retired
Customizable Forecasting is scheduled for retirement as of Summer ’20. After the feature is retired, users can’t access the Customizable Forecasting feature and its underlying data. We encourage you to migrate to Collaborative Forecasts.
Summer 19 Release Notes
Most new clients use Collaborative Forecasting but for those still using the original forecasting model should start making the switch.
Original Territory Management Is Being Retired
The original territory management feature is scheduled for retirement as of Summer ’20. After the feature is retired, users can’t access the original territory management feature and its underlying data. We encourage you to migrate to Enterprise Territory Management.
Summer 19 Release Notes
Most new clients are using Enterprise Territory Management but for those still using the original territory management, start making plans to switch.
Include Images in Your Email Templates and Letterheads
Make your email messages stand out by including images in your emails templates and letterheads.
Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: You can add an image from the web, your computer, or Salesforce files.
Summer 19 Release Notes
Allowing images in emails will help with read rates and hopefully response rates since they’re more interesting according to research.
Reports and Dashboards: Row-Level Formulas (Beta), Report Results Search, Subscription Conditions
Reports: Row-Level Formulas (Beta), Search, Lightning Historical Tracking
Row-level formulas (beta) offer a powerful way to calculate new values for every record in reports. After running a report, it’s easier to find specific data with report results search. Track changes to data over time by creating and editing historical tracking reports in Lightning Experience
Summer 19 Release Notes
Make Data Stand Out with Conditional Formatting (Generally Available)
Keep your eyes on the opportunities and accounts that matter most. For insights in a flash, add conditional formatting to summary or matrix reports in Lightning Experience to highlight fields that match specific criteria. This feature, now generally available, adds support for conditional formatting on reports deployed or retrieved with managed packages.
Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: Want to know at a glance which accounts have opportunities valued between $100,000 and $500,000? Or, keep a close watch on the total number of open cases per support agent? In Lightning Experience, you can now apply up to five formatting rules to a report. And, you can define up to three bins for each rule you apply. You can use the standard palette or custom colors for each bin. How: Open a summary or matrix report with at least one measure or summary in edit mode. Click Conditional Formatting. In Add Conditional Formatting Rule, select a summary or custom summary formula field that serves as a KPI for your business. You can also apply conditional formatting to grand totals in a matrix report. Set the breakpoint values and the range colors for each bin. When you’re ready to apply the conditional formatting rule, click Done.
Summer 19 Release Notes
Being able to visually identify certain conditions more easily is a very nice addition to reporting.
Reference Custom Metadata Type Records in Process Builder
Reference custom metadata type records from a Process Builder formula to automate your business processes reusing functionality that you define. To change a value, you can update it in the custom metadata type instead of in your process and any hard-coded formulas that your process uses.
Where: This change applies to Lightning Experience and Salesforce Classic in Professional, Enterprise, Performance, and Unlimited editions.
Summer 19 Release Notes
Store More and Larger Debug Logs
We raised the maximum size of a debug log from 5 MB to 20 MB. With the 20 MB limit, 99.99% of debug logs aren’t truncated. We also raised the limits for debug log storage per org and debug logs that you can generate in a 15-minute window from 250 MB to 1,000 MB.
Where: This change applies to Lightning Experience, Salesforce Classic, and all versions of the Salesforce app in Enterprise, Performance, Unlimited, Developer, and Database.com editions.
Summer 19 Release Notes
Enforce Field-Level Security in Apex (Pilot)
Apex has a new security feature for field-level data protection, which is accessed through the Security and SObjectAccessDecision classes. To ensure secure processing in Apex in the context of the current user’s read, create, or update operation, use the stripInaccessible
method.Based on the field-level security of the current user, this method can be used to strip the fields from query results that the user can’t access. The method can also be used to remove inaccessible fields from sObjects before a DML operation to avoid exceptions and to sanitize sObjects that have been deserialized from an untrusted source.
Summer 19 Release Notes
It’s really nice to see Salesforce adding more native security support for Field Level Security which will help reduce ISVs from having to do as much coding for apps released on the AppExchange in order to get through security review.