Salesforce Release

Spring ’20 Salesforce Lightning Experience Highlights

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The list of Spring ’20 features below apply to Salesforce Lightning Experience only.

There are additional Spring ’20 features available to Salesforce Classic only, Salesforce Lightning Experience and Classic, Community Enhancements, Mobile Enhancements, Other Enhancements in the Spring ’20 Release Highlights post.

Note: These features are not listed in any specific order.

1.Assign a Task to a Queue. TaskQueue.png

2. Ability to Clone Objects with Their Related Records for Opportunities and Campaigns. With the “Clone with Related” button, users can now clone a record along with the original object’s related lists. Note: Admins will need to add the button to the page layout. CloneRelatedRecords.GIF

3. See the Related Account when Searching Contacts or Opportunities.SeeRelatedAccount-ContactOppSearch.GIF

4. When Creating/Editing Contact List Views, You Can Filter on All Account Fields. ContactListView-AcctFilter.GIF

5. Customize Account and Opportunity Team Related Lists. AccountTeamRelatedList.GIF

6. You Can View Details from any Price Book Entries Related Lists.

7. Macros Enhancements:

  • Agents Can Run Bulk Macros on Multiple Records. To run bulk macro on multiple records, select the records from a list view, select a macro and run it. Note: Agents will need Read, Create and Edit permissions on macros and Run Macros on Multiple Records permission to create and run bulk macros. Add the macro browser in the Service Console.
  • Macros Run Quicker on the Record Home Pages. If a lightning bolt icon displays next to the macro, it will be run in the background and a toast message will display once it’s finished. Otherwise, the macro will run client side and the Agent sees the macro run on screen.

8. Create a Path for the Order Fulfillment Object To Give Visibility To Order Status.

9. (Beta) Use Time-Related Filters on Records in a Conversational Search. Search for “cases closed this year.” Note: This requires an Einstein Search permission set license.

10. Lightning App Builder Enhancements:

  • Configure Record Pages, Page Templates and Component Visibility Rules for the Phone Form Factor for use in the new Salesforce mobile app. Note: Users will be upgraded to the new mobile app the week of February 17, 2020.
  • View Tips On How to Improve Lightning Pages with Guidance for App Builder. Select View Tips under the Help Menu. Or, to hide the tips docked prompt, select Mute Tips from the Help Menu.
  • Add Up to 100 Components on a Lightning Page Region, From 25.

11. In-App Guidance Enhancements:

  • Specify Profiles For In-App Guidance Prompt. Previously, you could only use permissions to specify a prompt to specific users. InAppGuidance-Profile.JPG
  • Add a Video in Your Docked In-App Prompt. InAppVideo.GIF
  • Set a Delay Between Prompts or Specify To Show Prompt When Page Loads InApp-Delay.GIF

12. Ability to Minimize the Omni-Channel Widget When Work is Accepted. In Setup, for the service channel, select “Minimize the Omni-Channel widget when work is accepted.“

13. (Generally Available) Merge Duplicate Cases with Case Merge. Duplicated cases are either added to the Merged Cases related list on the master case or soft-deleted, depending on how you configure the settings. “[Merged]” is appended to the subject. Merged is a link to the master case. CaseMergeSettings.JPGMergedCase.JPG

14. Control How Timestamps are Displayed in the Case Feed. In Setup, Chatter Settings, you can select to “Show relative timestamps” or show absolute time. Note: relative time is the default setting.

15. View/Edit/Delete Case Details from the List View Case Hover. CaseListViewHoverButtons.JPG

16. The “Show Closed Statuses in Case Status Field” is Disabled By Default and Closed Statuses are Hidden. To enable it, you do to Support Settings in Setup and check the box for “Show Closed Statuses in Case Status Field.” ShowClosedStatusesInCaseStatusField.JPG

17. “Escalated” Arrow Icon Shown Next to The Case Subject For Quicker Identification. When you check the “Is Escalated” checkbox on a case, the arrow icon will appear on list views, case hover and compact layout. CaseEscalation.GIF

18. View Case Record Followers from Followers Related List. Previously, Agents could not see who was following an individual case.

19. Agents Can Add Code Snippets Within Case Feed Emails. Click the insert code icon <> to add code to an email. EmailCodeSnippet.GIF

20. Analytics Enhancements:

  • Add Territory Fields to Standard Account Reports.
  • (Generally Available) Turn Off Automatic Updates to the Report Preview to Edit Reports Faster. Edit reports faster by turning off automatic preview updates. Manually refresh the report preview once done.
  • (Beta) Attach Formatted Spreadsheets to Report Subscriptions. There is a new option for users when subscribing to reports, they can choose to receive the information in a formatted spreadsheet attached to the subscription email.rd_reports_subscribe_attachment_spreadsheet.png
  • (Generally Available) Filter a report by comparing the values of two different report fields. This feature was beta in Winter ’20. To use this feature, on Reports and Dashboards Settings page, check the box for ‘Enable Field-to-Field Filtering in Reports (Lightning Experience Only).
  • Exclude Confidential Information Disclaimer from Formatted Report Exports. By default, all formatted export reports have a confidential disclaimer. You can now hide this disclaimer by going to Setup | Reports and Dashboard Settings, select “Exclude Disclaimer from Formatted Report Exports in Lightning Experience” and Save.
  • (Generally Available) Reports and Dashboards Now Support Right-to-Left (RTL) Languages and Locales.
  • (Generally Available) Count Unique Values in Report Results. This feature was released as beta in Winter ’20. To use this feature, on the Reports and Dashboards Settings page, check the box for ‘Enable Unique Row Count Aggregate in Reports (Lightning Experience Only).’ ShowUniqueCountReport.GIF

21. Ability to Inline Edit Multiple Opportunities on the Forecast Page.

22. Secure Your Sandbox Data with Salesforce Data Mask. Salesforce Data Mask allows you to specify what field to mask and how it is masked (Anonymization – scrambled and unreadable; Pseudonymization – updated to a readable value unrelated to the original value; or Deletion – converting the field into an empty data set). This process is irreversible. Data Mask is a managed package that you install in a production org. Then, you can run the masking process from any sandbox created from that Production org. Note: I heard there is a cost to this feature, but nothing is mentioned in the release notes. Ask your Account Executive for more information.

23. Lightning Component Enhancements:

  • @track Decorator No Longer Required for Lightning Web Components (LWC). All fields in a Lightning web component class are now reactive. The framework observes changes to a field’s value, rerenders the component and displays the new value. Note: There is still one use case for @track. When a field contains an object or an array, you need to tell the framework to observe changes to the properties of an object or to the elements of an array, decorate the field with @track as there is a limitation to how deep it can track changes.
  • Style Lightning Web Components with Custom Aura Design Tokens. Use a custom Aura token to ensure that your design is consistent in a Lightning web component’s CSS file by using the standard var() CSS function. Prepend –c- to the custom Aura token.

// myLightningWebComponent.css

color: var(–c-myBackgroundColor);

  • Salesforce CLI Now Tracks Changes to LWC in a Scratch Org. This is available in Salesforce CLI with salesforcedx v48, which releases on February 15, 2020.
  • Lightning Base Components Are Now Open Source. The Base Components Recipes GitHub repository provides you read access to a subset of the components shown in the Component Library.
  • Aura Components in the ui Namespace Are Deprecated. Salesforce will end support of the ui namespace aura components on May 1, 2020. View the complete list. You can continue to use them, not there is no support for them.
  • Control Which Resources a Lightning Component Can Load from a CSP Trusted Site. In Setup, go to CSP Trusted Sites, edit the trusted site and select the directives for which to whitelist the site.
  • Use Components in Lightning Communities with Lightning Locker Disabled. Add lightningCommunity__RelaxedCSP in the new <capabilities> tag of your LWC’s configuration file.
  • Navigate Users to a Record’s Create Page with Default Field Values. Use lightning/pageReferenceUtils and lightning/navigation to navigate to a record’s create page instead of force:createRecord.
  • (Beta) Communicate Across Salesforce UI Technologies with Lightning Message Service. In Lightning Experience, when you have multiple components on a page, you can use the Lightning Message Service API to handle that communication between those components.
  • (Beta) Increase Productivity with Local Development for LWC. Use Local Development Server to build component modules and view your changes live without publishing your components to an org with the new Salesforce CLI plugin lwc-dev-server. Access the local development server from the command line (sfdx force:lightning:lwc:start) and the Lightning Web Components Extension for VS Code. View the server at http://localhost:3333/.
  • (Previously Released Critical Update) Enforce Access Modifiers on Apex Properties in Lightning Component Markup. Salesforce will automatically remove a private access modifier on the getter and change the class variable definition as a Apex property cannot be readable outside the Apex class if the access modifier is set to private or protected.

24. Recycle Bin Enhancements:RecycleBin.JPG

  • Empty the Recycle Bin in One Button Click (Empty Org Recycle Bin). Previously, you had to select each item individually or switch to Classic to delete.
  • View, Restore and Permanently Delete Reports and Dashboards in the Recycle Bin.

25. Knowledge Enhancements:

  • (Beta) See What’s Changes in a Knowledge Article Between Versions. Track changes with the Article Version Comparison component. 224_knowledge_version_comparison.png
  • Users Can Add Links to Articles in Chat and Messaging. Note: “Allow users to share articles via URLs” needs to be enabled for users to utilize this feature.
  • Customize your conversations with the customer. Specify the field labels to show for an Article, and whether to disallow files to be attached to emails. Configure this via Communication Channel Mappings in Object Manager.
  • Resize Images in RTFs in Chrome.
  • Make Attachments Visible to All Who Can View the Article. In Setup, Salesforce Files | General Settings, check “Set file access to Set by Record for files attached to records.”

26. [Einstein Analytics Plus, Einstein Predictions or EinsteinBuilderFree license] Einstein Prediction Builder Enhancements. Note: You can turn on Einstein Prediction Builder at no additional cost.

27. URL Hacks Are Back! Navigate to a Record’s Creation Page with Pre-Populated Field Values. Create a custom button or link, use this sample formula:

/lightning/o/Account/new?defaultFieldValues=

    Name={!URLENCODE(Account.Name)},

    OwnerId={!Account.OwnerId},

    AccountNumber={!Account.AccountNumber},

    NumberOfEmployees=35000,

    CustomCheckbox__c={!IF(Account.SomeCheckbox__c, true, false)}

28. (Generally Available) Take Related Lists To Next Level with Enhanced Related Lists. Select the Enhanced List from the Related List Type picklist in Lightning App Builder. This will allow you to show up to 10 columns, size and sort, wrap text and perform mass actions.

29. (Generally Available) Try New Lightning Features With Lightning Extension for Chrome. Download the Lightning Extension for your browser and then choose the features you want to test drive. LightningExtensionForChrome.GIF

 

 

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