With each new release, Lightning Experience is getting sophisticated and robust. It is now faster, quicker and easier to maintain. If you are still using Salesforce Classic user interface, Winter’19 release will give you hundreds of reasons to switch to Lighting Experience. If your users are frequently switching to Salesforce Classic, now you can prompt a form to your users for feedback when they switch back to Salesforce Classic.
Some of the key features, that are now available in Lightning, include – View Page Performance by Browser and Other New Metrics in the Lightning Usage App, External Objects Now Supported in Lightning Console, Forecast Sales by Territory (Generally Available) and See Your Email Impact with Email Tracking, etc.
Currently, Winter’19 release is available under the pre-release program. On the 7th and 8th of September, Sandboxes will be upgraded; as a result, your organization will get the look and feel of Winter’19 release.
If you have not read the entire 470 pages of Salesforce Winter’19 release notes, check out Winter’19 release quick summary written by me.
I combed through the release notes and highlighted the most exciting, interesting, and useful Lightning Experience features. Believe me, it was hard to stop at just ten! To kick things off, here is my take on the coolest Lightning features from Winter’19 release.
1) Schedule Event Series (Beta):- Now onwards your reps can schedule daily, weekly, monthly, or other repeating events from Lightning Experience and the Salesforce app.
–> To let your reps schedule event series, on the page layout for events, add Repeat.
2) Change Your View with Display Density Settings:- Two new Lightning Experience display density settings give you more control of how you want to view data without changing the page layout. Select one of the settings as the default, but users can choose their own display density at any time from the user profile menu.
- The Compact setting, which has labels to the left of fields and less space between page elements, fits 30% more fields on the page.
- Comfy has labels on the top of fields and more space between page elements. It’s similar to previous versions of Lightning Experience.
3) Find the Data You Need in a Jiffy with List View Search: – You can now use the new search bar to search the field data in your list views and find the records you need in record time.
4) Save Your Chatter Posts as Drafts: – Have you ever lost your work in the middle of writing an important Chatter post? It is very frustrating. After Winter’19 release, you can Draft Posts, a new option to automatically save all your unpublished feed items.
Make sure to enable Allow draft posts under Chatter settings. This feature is available in Lightning Experience in Contact Manager, Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer edition
5) Bounce Back from Email Bounces: – Sales reps need to know when their emails to contacts, leads, and person accounts don’t go through. Without a warning, they’re waiting for a response that’ll never come. Now reps know which lead, contact, or person account has a bad email address, and they know which specific email wasn’t delivered.
To activate Bounce Management navigates to Setup | Email | Enhanced Email, then click Deliverability. Select Activate bounce management.
6) Access Live Agent Setup Pages in Lightning Experience:- No more switching back to Salesforce Classic just to set up and customize Live Agent! Stay in the modern Lightning Experience that you’ve come to know and love. All Live Agent setup pages, such as Live Agent Settings, are available in Lightning Experience.
7) Collaborate with Ease with List View Sharing: – Have a list view with an amazing set of filters that you’d love to share with your team? Or maybe you have a list view that you only want a select few to access. Take collaboration to the next level by sharing your list views with user groups in your Org.
You can search through the roles, public groups, Territories in your org to find the groups you want to share your list view with.
8) Map Case Fields to Data Categories for Better Search Results: – Make suggested articles and Knowledge component searches more relevant when solving cases in Lightning Knowledge. Similar to Salesforce Classic, you can map case fields to data categories so that the Knowledge component is automatically filtered to show articles that have those categories mapped to the fields on cases.
To set up category mapping, perform the following steps:
- Navigates to Setup | Feature Settings | Service | Knowledge | Data Cataogery Mappings
- In the Case Field column, use the dropdown list to add a field.
- In the Data Category Group column, use the dropdown list to map the information from the lookup field to a data category.
- In the Default Data Category column, use the dropdown list to assign a data category when the field value does not match any categories from the category group.
- Once done click on the Add button.
This change applies to Lightning Knowledge in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions with Service Cloud. Salesforce Knowledge is available in Professional, Enterprise, and Performance editions as an add-on.
9) Use Joined Reports as Source Reports for Dashboard Components: – With a joined report as its source report, a dashboard component can contain data from multiple standards or custom report types. Or, you can provide multiple views of the same object. To use a joined report as a source report, it must have a chart. To add a chart to your joined report, edit it with the Lightning Experience report builder or edit it in Salesforce Classic.
This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
10) Recover Your Unsaved Text After Getting Timed Out:- Sometimes your Lightning Experience session is interrupted, whether you’ve been inactive too long or you lost your connection. You used to see the same timeout message, regardless of how your session ended. Now the message that pops up is specific to your scenario and tells you how to recover the unsaved text.
If your session is interrupted, return to the page to copy unsaved text, like a Chatter post, so you don’t lose it during a new session. This change applies to Lightning Experience and the Salesforce app in all editions.
Additional enhancements worth noting!
1. Get More Relevant Search Results Without the Wait: – Search results now instantly prioritize the objects you interact with. That means new users, or users changing roles, don’t have to build up interaction history to see what’s most important when they search. Previously, it took some time to accrue interactions with objects and prioritize those objects in search results. Now any object your users open, create, or update gets an instant boost when using global search.
This change applies to Lightning Experience in all editions.
2. Get the Kanban View for Recently Viewed Lists: – Everyone’s favorite Kanan View is now available for the recently viewed list. Users can switch to the Kanban view from the Recently Viewed list view of almost any object.
3. Set Component Visibility-Based on Standard and Custom User Permissions: – Now you can make your Lightning pages more dynamic by configuring component visibility filters based on the permissions of the person viewing the page. For example, you can create a rule for a component to display for users with a specific permission, but it’s hidden for everyone else. Component visibility filters are supported for standard components, custom components, and components from AppExchange.
You can either use Standard or Custom Permission to define the filter. This change applies to components on record, Home, and app pages in Lightning Experience in the Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
What are your favorite Winter’19 release note gems?
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