Winter ’20 Release Notes

Winter '20 Release Logo

Another release hit the rest of instances over the weekend, so it is finally time to find out what is new and great. Also this should be the first southern hemisphere friendly release, which shows summer related logo in winter.

Turn On Lightning Experience not longer scheduled for Winter release. We have time to January.

In-App guidance now allow to disable Salesforce build-in messages and testing prompts you created.

Recycle bin is available as a tab in Lighting Experience. I would never believe that this would take so long and that people would be so happy to see it, as this new feature is probably in every list of new features I saw across the internet. So it cannot be exception here.

Another “finally” things is, that topics display records, which has them assigned. We implemented topics in one organization a while ago and were really waiting for this thing.

Printable list views. In Summer we got the ability to print records, now we can print list views. It always was the quickest way how to export the data to Excel (just copy and paste) and looks like we can do it again. Awesome! Available on most objects, but not all of them.

Navigate directly to an app – you can create an URL, which will open the right app, just add the app name to URL (/lightning/app/standard__LightningSales/o/Case/home).

Search Box with Enhanced Instant Results is in beta but looks super cool. You need the Einstein Search permission set license to use it.

Search box with Enhanced Instant Results

It looks like Einstein Analytics goes directly into Salesforce, as you can use Conversational Search (beta) and just type things like “my opportunities this month” to get kind of “report” with the data you need.

Profile specific Search layouts is the next thing in beta, when reading it I realized that I customized this thing maybe twice in my life.

A tons of changes to surveys, looks like Salesforce is serious about them after a few releases and once they gave them for free (till some amount). Skip welcome page, detailed insights, support in process builder and a few more.

Probably as a reply to the permissiongedon a few months back you can now specify security contacts for your org, whom will Salesforce contact in case of any incidents.

Dialogs no longer block you from work in console app, you can freely switch to another record even when you have some dialog opened.

New Salesforce Mobile App. I had a preview for a while and it opens a new world of customization. You can tweak any Lightning Page for mobile device (means simplify or change order of components) and use any Lightning app (means access to only some objects and not all of them as before). The navigation bar always contain the first tab in the Lightning app they use, no way to customize Favorite, Search and Notification. Actions were moved to top and it shows the first three actions from page layout (one less from previous version). On iOS you can press and hold the navigation bar to “expand” to sides and you can scroll through all of them. And for extra costs you can buy Mobile Application Management to secure your app.

New navigation in Salesforce Mobile App

Notification Delivery Settings looks promising, I’m just surprised that it is in the Setup menu and not personalised.

Notification Delivery Settings

Opportunity Contact Roles can be customised for better insights into your business. This sounds like small but important change which will extend the standard Opportunity Splits, which were used for something similar for internal team. The same applies to Account Team.

Customisation of Opportunity Contact Roles

Sorting of Quote/Opportunity Lines is another small tweak, which some organisations might really appreciate. You can also enable that quantity is 1 by default and save some time when inserting products into opp.

You can easily attach a files related to record to an email. Sounds like one of the best and important new features so far 🙂

Attach related files to email

Pasting images, adding tables and setting default font is another great thing. And from Summer Salesforce plans to support UTF-8 email addresses. Don’t think anyone use them, but great to see anyway. Plus easier way to search for the right contact you wanted to put in the email as well, responsive templates due to support of head, meta, title and style HTML tags.

Activities grouped by month looks like a small but nice change. And you can interact with the old ones. Plus infinite scrolling, so you don’t have to click on anything.

Grouping activities by month

Pardot Engagement History Dashboard in Sales Cloud Account record.

Pardot Engagement History Dashboard

Secondary Routing Priority in Omni-Channel should help push the super urgent cases to the top even though they were moved through different queues several times. Curious when we’ll get Triple Routing Priority. And if you have the (new) Digital Engagement add-on you can use Omni-Channel in Sales Cloud as well.

Unread/Read on Compact Case Feed will show the unread feed items in bold. You need to contact support to enable it.

Reports got some great new features as well – row-level formulas, so we don’t need to create formula field on objects just to do some calculations and you can filter, group and sort based on them; filter reports using field-to-field comparison is in beta and has to be enabled, but it means another formula field less. Count of unique values means that we don’t have to use PowerOfOne anymore (still in beta and has to be enabled).

Enhanced reports

Salesforce also enforce a new security update, which doesn’t allow self-registration of users in community using standard profiles. Also guest users no longer own records they created, it is possible to hide private information about other users and use sharing rules to share records with guest user and you can also share files related to records they have access to.

Manufacturing Cloud is a new cloud, which looks like awesome extension of partner portal with Sales Agreements and Agreement Terms, tracking of actual sales through orders and contracts, with special community template and account based forecasting.

Manufacturing Cloud

Consumer Goods Cloud is a new cloud for chains. Stores, In-Stores, visits, inventory audits, order capture, promotion campaigns, Einstein Object Detection, integration with maps. Well, this sounds awesome. And not a single screen in release notes 🙁

Financial Cloud looks better and better as well, with a new portal for independent agents, flow improvements, life events, contextual actions. I wonder whether it has something to do with the almost lost client as Benioff describes in his book and how versatile the whole cloud is, whether it can be used in Czech Republic as well. Because it really looks not just cool but powerful.

Financial Cloud improvements

Schedule a flow to run at specific time. They really go the click-not-code approach, there is just limit of 250 000 records which can be processed in 24hours. Auto creating of output variables is also great and will save a lot of clicks. And conditional visibility is super awesome. And Activate button right in the Flow Designer is the best feature of this release (to me).

Schedule Flow

Another super important update is, that when you change a layout (page layout, compact layout, lightning page) on custom objects, it will display the updated layout after 15 minutes when you reload the page (with the exception of lightning page where you see the change immediately) and other users won’t see it for an hour. Logout and login again to see changes immediately.

Lightning Message Service might be useful for developers who want to communicate across Visualforce pages, Aura and LWC.

Lightning Components can only access public APEX methods in the same package. I wonder what will happen to my hack with DocuSign Gen. Hopefully they defined it as global.

Aura ui components are scheduled to retire in Summer 21, sounds like I have year and half to redo all those old things 🙁

Callouts are excluded from long-running request limit, no more wondering whether they will make it in 5 seconds.

Custom Metadata Types access permissions – now you can specify per profile and per metadata, which they can access.

Second-Generation Packaging generally available. Anyone already use it?

recalculateFormulas APEX method that update all formula fields on the input sObjects.

Improved integration between Quip and Salesforce – link Quip documents to Salesforce records, see them in Mobile app, log a call from Quip, insert reports to Quip, open related record from Quip and such things.

Other sources besides the long release notes:

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