Last Updated on April 15, 2022 by Rakesh Gupta

With each new release, Lightning Experience is getting faster, quicker and easier to maintain. Spring’20 release will give you a plethora of reasons to switch to Lightning Experience.

Spring is here

Currently, Spring’20 release is under the pre-release program. On the 3rd and 4th of January, Sandboxes will be upgraded, as a result, your organization will get the look and feel of Spring’20 release.

In case you have not read the entire 523 pages of Salesforce Spring’20 release notes, check out Spring’20 release quick summary written by me.

I combed through the release notes and highlighted the most exciting, interesting, and useful Lightning Experience features. Since Lightning Experience is getting faster and better with every release, it was a challenge to stop at just ten! To kick things off, here is my take on the coolest Lightning features from Spring’20 release.

1. Combine Duplicate Cases with Case Merge:- Now you can allow your agents to merge duplicate cases like they merge duplicate accounts and contacts with Case Merge. Now, support agents can consolidate up to three duplicate cases so they can cut through the clutter and focus on what’s important: your customers

To enable it, navigate to Setup (Gear Icon) | Setup | Feature Settings | Service | Case Merge and then select Case Merge checkbox and specify what happens to duplicate cases after your agents merge them.

2. Use Advanced Currency Management in Lightning Experience:- You can manage dated exchange rates within opportunities without switching to Salesforce Classic. Advanced currency management is now available in the Lightning Experience.

3. Focus on the Right Deals with Opportunity Scores: – Staring in 2020 (on a rolling basis) your sales reps now have access to Einstein Opportunity Scoring at no extra cost. Yes, you heard it right.

Einstein Opportunity Scoring gives each opportunity a score, from 1 to 99, which is available on opportunity records, list views, the forecasts page, and reports. Scores help your sales reps to prioritize opportunities and flag at-risk opportunities so they can close even more deals.

4. Assign Tasks to a Queue: – Now 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.

When reps assign tasks to a queue, those tasks are available to members of the queue, which means everyone can pitch in to help. No more relying on one sales rep to do it all. Now others on the team can lend a hand without waiting for work to be delegated or reassigned.

5. URL Hacking is back!: – Now you can create custom buttons (Similar to URL Hack) and links that pass default field values to a new record. To construct a custom button or link that launches a new record with prepopulated field values, 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)}

This change applies to Lightning Experience in all editions. This change doesn’t apply to Lightning Out, Lightning communities, or the Salesforce mobile app.

6. Attach Formatted Spreadsheets to Report Subscriptions (Beta) – When people subscribe to a report, a new option lets them choose to receive results as a formatted spreadsheet attached to the subscription email. The email itself includes high-level report details, such as report name and time run, plus a link back to the full report in Salesforce. It does not include row-level record details, which are included in the spreadsheet instead.

7. See the Related Account When You Search for Contacts or Opportunities: – Looking for a contact or opportunity but not sure which account it belongs to? Now when your sales team searches, they see the related account in instant results and recent items. And best of all, the related account is searchable, so it’s easier to find the right record fast.

Typically, an object’s search results layout determines which fields appear as the secondary field. For contacts and opportunities, the related account is always the secondary field because it’s a key piece of information. When you start typing, any matching results show the related account.

8. Specify Profiles When Creating Prompts (In-App Guidance): – Now you can fine-tune your In-App prompt’s message for a specific audience, what objects and data they have access to, or what they can do. Previously, you could only use permissions to display prompts to specific users. Starting in Spring ’20, use standard and custom profiles too.

If you select multiple profiles, the prompt appears to any of the profiles specified. You can select a combination of up to 10 profiles and permissions for each prompt. If you select multiple items, the prompt appears to users who have all the permissions specified and any of the profiles specified.

9. Customize Outreach Based on Email Engagement (High-Velocity Sales): – Sales managers can create sales cadences that lead reps through different outreach steps depending on whether a prospect engages with an email. New listener branch steps wait for prospect engagement with an email and advance to the next appropriate step based on that engagement.

For example, sales reps can follow one path if a prospect clicks a link in an email and another path if a prospect doesn’t. This change applies to High-Velocity Sales in Lightning Experience

10) Schedule and Manage Scheduled Emails in Lightning Experience:- Now sales reps can specify email arrival times to increase the chances of an email being read. They can schedule an email to arrive at the start of a contact’s workday, for example. The new Scheduled Emails component lets reps update the content of a scheduled email, and change its scheduled date and time.

To schedule an email, sales reps select Send Later in the email composer. Users with the Use Inbox user permission, also available with the High-Velocity Sales or Inbox license can use this feature.

What are your favorite Spring’20 release note gems? Care to share?

–> You can download release notes in HTML format!, for PDF file.