7 Top Salesforce Summer ‘20 Release Highlights

7 Salesforce Summer '20 Release Highlights

To help get you ready for the Summer ‘20 Release, Ad Victoriam’s team of certified consultants have once again poured through the latest Salesforce innovations across mobile, industry solutions, content management, AI, and more to highlight seven of the standout new features.

1. Trigger a Flow That Performs Actions After a Record Is Saved

AdVic Note: This allows Admins to bypass the need for a Process Builder that is only being utilized for triggering a Flow. This should help simplify some automation, by allowing more use cases of people migrating away from Workflow Rules.

Salesforce Overview: Creating or updating a record can now trigger a flow that performs actions such as sending an email after the changes are saved to the database. Use record-changed flows to perform after-save actions and make before-save updates. You can replace most of your workflows and record-change processes that you created in Process Builder.

2. Run Flows That Bypass User Permissions

AdVic Note: This allows Admins to control what is done in a Flow, without necessarily giving the User more permission outside of the context of the Flow. This should help with making Flows easier to deploy and less impactful to sharing/security rules in the system.

Salesforce Overview: Allow guest users to create or edit records they don’t have direct access to by setting your flow to run in the system context without sharing. Flows running with this setting ignore object-level security, field-level security, org-wide default settings, role hierarchies, sharing rules, manual sharing, teams, and territories.

Save the Flow - Salesforce 2020 Summer Release

3. Better Manage Your Community Pages

AdVic Note: This will allow Admins to have a better experience when managing a Community. It will be easier to see the different pages being utilized and how they can customize them.

Salesforce Overview: The improved Community Pages Menu makes it easier to navigate to and edit your pages. Search for a page to see the folder where a page lives and select and edit the page directly from the search results.

4. Determine Agent Capacity Based on Work Item Status

AdVic Note: Admins can now set up assignments to be more dynamic and take into account status-based capacity for omnichannel. This will allow for a better implementation of Omnichannel.

Salesforce Overview: Measure agent capacity more accurately. Omni-Channel can now determine agent capacity based on the status of accepted work rather than the previous method of open tabs. If agents are unavailable, their work remains assigned, and reflected in their capacity, until the work is completed or reassigned.

Omni-Channel Setting - Salesforce 2020 Summer Release

5. Show Extended Record and Polymorphic Relationships with the Related Record Component

AdVic Note: This is a great way to bring in more information to a page, and it now allows us to go another level deeper on the lookup relationship making it even more powerful!

Salesforce Overview: Now your agents can look up more information with fewer clicks. Agents can use the updated Related Record component to look up two levels of record relationships to get more context for their customers.

6. Debug More Flows Faster

AdVic Note: Improves the debugging ability of Flow by allowing you to select a record and for you to rollback changes to the database so that you can continue to test with that same record.

Salesforce Overview: When you debug an auto-launched flow that saves changes to the database such as create records; you don’t have to revert those changes manually anymore. In Flow Builder, use rollback mode and let it save you the hassle. You can now use the debug option in Flow Builder for schedule-triggered flows. And the debug option includes the Lookup screen component so that you can set record variables more easily.

Debug the Flow - Salesforce 2020 Summer Release

7. Break Up Your Record Details with Dynamic Forms

AdVic Note: This feature will give admins greater flexibility when customizing record pages allowing for an improved user interface experience.

Salesforce Overview: Dynamic Forms is the next step in the evolution of Lightning record pages. It adds the ability to configure record detail fields and sections inside the Lightning App Builder.

If you need help implementing any of the Summer ’20 Releases, you need a partner with extensive knowledge, depth of experience, and proven customer success. The Ad Victoriam team is ready to help you figure out your needs now! Just click here.

 

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6 Top Salesforce Spring ‘20 Release Highlights

6 Top Salesforce Spring ’20 Release Highlights

Ready for spring? Salesforce is too, as their Spring ‘20 Release will be globally available on February 17, 2020.

To help get you ready for the Spring ‘20 Release, Ad Victoriam’s certified consultants have poured through the latest Salesforce innovations across mobile, industry solutions, content management, AI, and more to highlight six of the standout new features.

1. Run Flows Without Worrying About User Permissions with System Mode

AdVic Note: It’s taken a while, but this Ad Victoriam-suggested idea has finally been delivered by Salesforce. We’re excited about the possibilities here within screen flows!

Salesforce Overview: Normally, how a flow is launched determines whether the flow runs in the context of the user or the system. Now you can bypass the running user’s permissions by setting your flow to run in system context with sharing. The flow still respects org-wide default settings, role hierarchies, sharing rules, manual sharing, teams, and territories, but it ignores object permissions, field-level access, or other permissions of the running user.

Run Flows Without Worrying About User Permissions with System Mode

 

2. Display Questions Based on Participant Responses

AdVic Note: This gives your customers a better experience when filling out a survey. Less clicking between pages to get additional information.

Salesforce Overview: Choose which questions your participants view on a page. Based on how participants respond to the previous questions on a page, decide which questions they view next.

Display Questions Based on Participant Responses

 

3. Customize When Prompts Appear to Users

AdVic Note: Admins can now customize the onboarding experience for Users.

Salesforce Overview: Quickly change the amount of time to delay prompts. Decrease the global delay time to accelerate onboarding prompts or increase the delay to spread out announcements and updates. Ignore the global delay time to show a prompt when a page first loads or to show multiple prompts a day without changing the global delay time for all prompts.

Customize When Prompts Appear to Users - 1

To ignore the global delay time, check Show prompt when the page loads on the Schedule page when creating a prompt.

Customize When Prompts Appear to Users - 2

4. Assign Tasks to a Queue to Share Work Efficiently

AdVic Note: Ad Victoriam’s certified Salesforce consultants have collectively labeled this Spring ‘20 Release “a big one!”

Salesforce Overview: Let sales reps share their workload by setting up queues for tasks. Reps can assign tasks to their shared queues, and then individuals can take ownership of those tasks from the queue’s list view.

Assign Tasks to a Queue to Share Work Efficiently - 1

How: In Setup, enter Queues in the Quick Find box and then select Queues. From the Queues setup page, select New. Then, create a queue and assign Task as the supported object.

Display Questions Based on Participant Responses

5. Welcome to the New Salesforce Mobile App

AdVic Note: It’s always great to get an app update, but this Spring ‘20 Salesforce Mobile app update, in particular, offers some great admin customization options.

Salesforce Overview: The new Salesforce Mobile app is going prime time! The new app debuted in Winter ’20. In Spring ’20, all active Salesforce mobile app users, including Salesforce Classic and Lightning Experience users, get upgraded to the new Salesforce mobile app. Admins get access to more customization options. End users get an intuitive UI, faster performance, and familiar Lightning features that make switching between desktop and mobile easier than ever.

Welcome to the New Salesforce Mobile App

6. Update and Deploy Lightning Communities with ExperienceBundle

AdVic Note: This is a step in the right direction for deploying communities. Communities have often seemed to be overlooked when it comes to deploying because the Metadata is often lacking around the Community.

Salesforce Overview: The ExperienceBundle metadata type, which was previously available as a pilot program, is now generally available. ExperienceBundle provides human-readable, text-based representations of the different Experience Builder settings and site components, such as pages, branding sets, and themes. Whether it’s for your own org or you’re a consulting partner or ISV, quickly update and deploy Lightning communities using your preferred development tools, including Salesforce Extensions for VS Code, Salesforce CLI, Workbench, or your favorite IDE or text editor.

Update and Deploy Lightning Communities with ExperienceBundle

And if those AdVic team-chosen highlights from the Spring ’20 Release haven’t whet your appetite enough, you can see even more top new features for each product category in Salesforce’s library of demo videos, here.

If you need help implementing any of the Spring ’20 Releases, you need a partner with extensive knowledge, depth of experience, and proven customer success. The Ad Victoriam team is ready to help you figure out your needs now! Just fill out the form below, or click here.

 

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