Salesforce Summer ’19 Release

  • Posted by: Barbara Ozimic

Summer (’19) is coming… and with it comes a bevy of new features from Salesforce.

We’ve reviewed the release notes and identified changes of interest to OnePlace clients. We’ve listed these below. Please note that during the preview period these features may not work exactly as expected and that Salesforce may choose to change or eliminate features before they apply the release to production environments in May and June.

The release date for Summer ’19 will depend on your instance of Salesforce, but the main dates are 18 May, 8 and 15 JuneIf you already know the instance your production org is located on, you can head over to Salesforce Trust, click on your instance name and hit ‘Maintenances’ which will show you the date of the Salesforce Summer ’19 release hitting your org.

The full list of changes can be found on the Salesforce Summer’19 Release Notes page.

Note that Salesforce’s Winter ‘19 release, due in October, will include the automatic turning on of Lightning Experience in all orgs.

Compatibility

Microsoft® Internet Explorer® *Microsoft® EdgeGoogle Chrome™Mozilla® Firefox®Apple® Safari®
IE 11 (EOL December 31, 2020 but has significant performance issues)LatestLatestLatestLatest

*As of April 5, 2019, Internet Explorer 9 and 10 are no longer supported

Improved Related Lists, Searching, New Record View Options…and Confetti

 Power Up Your Related Lists with Enhanced Related Lists

Related ListsChoosing Enhanced List affects all related lists in the component. To customize which columns appear in a particular related list, edit the related list in the page layout editor and add more fields.

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.

From the related lists component in the Lightning App Builder, select Enhanced List from the Related List Type dropdown. You can customize how many records to display at once and choose whether to show the list view action bar.

More info on this…

Zoom Through Related Lists with Quick Filters

Use quick filters in your related lists to find the data that you’re looking for. Related list quick filters are different from regular list view filters in that they aren’t saved, persist only throughout your current session, and can’t be shared. Open a related list and select Filter icon to add quick filters.

More info on this…

Search Results That Reflect How You Navigate and More Details About Your Search Results

Search results prioritize what’s in an app’s navigation bar, so searching is more relevant to the way your users work. On the search results page, see how many results were found for each object. Also, more objects are searchable.

More info on this…

Search Picklist Fields in List Views

You don’t have to manually pick through your list views to find the picklist values you’re looking for. List view search now includes picklists in your query results. Dependent picklists and picklists with translated values aren’t searchable.

More info on this…

Set Org Defaults for How Activities Display on Record Pages

Control how your users view activities on record pages. Set the default view to  the newer  expandable activity timeline, or choose the activities related lists view that will feel familiar to Salesforce Classic users. Users can switch between options whenever they want.

To change the default activities view, in Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.

More info on this…

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.

If you’re already using Lightning Experience, you can change your org’s default record view in Setup. If you turn on Lightning Experience after Summer ’19, you configure these settings in the Lightning Experience Transition Assistant before you enable Lightning Experience, or in Setup after enabling Lightning Experience.

In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.

More info on this…

Set Org Defaults for How Activities Display on Record Pages

Control how your users view activities on record pages. Set the default view to the newer expandable activity timeline, or choose the activities related lists view that will feel familiar to Salesforce Classic users. Users can switch between options whenever they want.

More info on this…

Celebrate Milestones

Confetti CelebrationsHelp your teams celebrate their successes. Toss some virtual confetti when users reach a designated stage, for example, winning an opportunity. You can choose the frequency, such as always for those hard-won victories or only sometimes for daily occurrences.

In Setup, use the Quick Find box to find Path Settings. Enable Path and create a path, or edit one.

More info on this…

Reports and Dashboards

To improve presentation and consumption of dashboard data, we’re introducing new organizational and summary tools. Two-level sorting expands sorting options for every dashboard component, enabling dashboard builders to better curate data. Subtotals on Lightning table components provide summaries of displayed data. And for those times when data in a Lightning table column looks a bit cramped, go ahead and open it up by resizing it.

More info on this…

Sort Dashboard Components by Groups and Measures

We overhauled sorting in dashboard components and improved how components sort data. Instead of choosing to sort by label or value, you can sort by a named group or measure. Plus, dashboard components now support two-level sorting. So you can sort a component by stage and then by sum of amount, or by average age and then record count.

More info on this…

Show Subtotals on First-Level Groups in Lightning Tables

Two-level grouping in Lightning tables is a powerful way to summarize data on a dashboard. For example, see sum of amount for opportunities grouped by type and then stage. Previously, after adding a second group, you could see the sum of amount for opportunities by the second group (stage), but not by the first group (type). Now, you can see sum of amount for both! Show subtotals to summarize data from the first-level group.

More info on this…

 

General

Add In-App Guidance for Training, Onboarding, and News (Beta)

Pinned ListsUse clicks, not code to create in-app guidance to engage directly with your users. Write your own content, and include action buttons to an important URL of your choice in the prompts. You can pick the target audience and specify where the prompts appear and for how long. Choose between two types of prompts. You can place the floating prompt in the top or bottom on the left or right, or in the center. The floating prompt stays in your placed position.

More info on this…

Access Lightning Experience from Safari on iPad Devices (Beta)

Give your users the ability to run the full desktop version of Lightning Experience on their iPad device when they’re away from their desktop or laptop. In Setup, enter Lightning Experience in the Quick Find box, and then select Lightning Experience on iPad Browsers (Beta).

More info on this…

 

If you use OnePlace and have any questions around the new Salesforce features, please get in touch with our support team.