Summer into Top Ten Gems of Salesforce Lightning Experience Summer20 Release!

Summer into Top Ten Gems of Salesforce Lightning Experience Summer20 Release!

Last Updated on June 23, 2020 by Rakesh Gupta

With each new release, Salesforce is adding tons of new functionalities to Lightning Experience. Which make you more productive and help you to provide better customer experience. 

Currently, Summer’20 release is available under the pre-release program. On the and 29th of May, Sandboxes will be upgraded, as a result, your organization will get the look and feel of Summer’20 release

In case you have not read the entire 526 pages of Salesforce Summer’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 Summer’20 release.

1. Attach .csv Files to Report Subscriptions (Beta):- When people subscribe to a report, a new option lets them choose to receive results as a .csv file attached to the subscription email. The email itself includes the report name in the subject line, but there is no email body. Row-level record details are included in the attached .csv file instead. And small changes to the Edit Subscription menu design include a new Attach File button and a refined layout.

  1. To enable it, navigate to Setup (Gear Icon) | Setup | Feature Settings | Analytics | Reports & Dashboards |Reports & Dashboards Settings and then select Let users attach reports as files to report subscription emails in Lightning Experience.
  2. To attach files to a report subscription, subscribe to a report, click Attach File, choose Details Only. The attachment format is Comma Delimited .csv by default.Summer20.1

2. Work Through Lists with Ease Using Split View for Standard Navigation:- Do you often find yourself working through multiple records in a list? With split view, you can see a list view and a record side by side. To move on to a new record, select it from the split view, and the new record opens with the list still in view.

rn_split_view_table

No more navigating back and forth between your list and your records.

rn_split_view_opened_record

Split view is great for going through records in sequence or for quickly skimming through a set of records. The split view panel is collapsible for extra flexibility. 

3. Create Multi-Step Walkthroughs for In-App Training: – Create a guided, step-by-step experience for your users inside the app with walkthroughs, the latest addition to In-App Guidance.
226_rn_customhelp_wt

If you subscribe to myTrailhead, show up to 500 walkthroughs to users. Onboarding, training, and feature adoption walkthroughs are quick to create and easy to show to specific users.

4. Break Up Your Record Details with Dynamic Forms (Non-GA Preview): – Dynamic Forms is the next step in the evolution of Lightning record pages. It adds the ability to configure record detail fields and sections inside the Lightning App Builder.

With more fields on your page layout, the more that the Record Detail component becomes a monolithic block of fields that you can’t customize. With Dynamic Forms, you can migrate the fields and sections from your page layout as individual components into the Lightning App Builder. Then, you can configure them just like the rest of the components on the page, and give users only the fields and sections that they need.

Dynamic Forms benefit you in these ways.

  • An instant upgrade from page layouts: Place fields and sections wherever you want.
  • Better page performance: Put fields and sections into accordion components or tabs to significantly improve page load times.
  • Dynamic layouts: Use visibility rules to show and hide fields and sections.
  • Simpler layout management:
    • Manage the fields and sections on your pages in the Lightning App Builder without touching the page layout editor.
    • Reduce the number of page layouts you need with component visibility rules.
    • Take advantage of a single assignment model for the Lightning page instead of the dual model of assigning a Lightning page and a page layout.

To enable Dynamic Forms in your org, navigate to Setup (Gear Icon) | Setup | User Interface | Record Page Settings and then click on the Dynamic Forms section, flip the switch to On.

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After you enable Dynamic Forms, new features appear in the Lightning App Builder. A new Fields tab in the component palette contains Field and Field Section components, which are the building blocks for Dynamic Forms.

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To get started? Open an existing record page in the Lightning App Builder, then click Upgrade Now from the Record Detail properties pane to launch the Dynamic Forms migration wizard. With only a few clicks, the wizard adds fields and field sections to the page for you.

5. Get Guidance on Your Company’s Processes in Kanban Views: – Your users can now benefit from the same tips and expertise whether they use paths or a kanban view to work deals. When you use a path to specify key fields and guidance for a sales process or a project, corresponding kanban views now surface that information, too.

rn_sales_kanban_details_panel

6. Build Reports Based on Price Book Entries: – Create custom report types based on price book entries. Managing and updating pricing is easier and more efficient now because users can build reports based on products and pricing. When creating custom report types, you can use price book entries as a primary object. For custom report types that have a product as the primary object, we added price book entries as a secondary object.

7. Customize the URLs for the Help and Logout Landing Pages (myTrailhead): – Direct your myTrailhead users to your help site when they’re stuck, instead of to Salesforce Help. Send them to a page that you choose—such as your myTrailhead home page—when they log out of myTrailhead. You can customize these URLs on the Navigation page in Trailmaker Settings.

On the Navigation page in Trailmaker Settings, enter the web addresses of your choice for Help URL (1) and Logout Landing Page URL (2).

Navigation page in Trailmaker Settings, showing Help URL and Logout Landing Page URL fields

When myTrailhead users log out or click the help icon, they land on the pages that you designated.

Help icon on myTrailhead

8. Get Actionable Metrics on Your Quip Templates: – Keep your sales reps organized and accountable with data on how many Account Plans are created from a template. With metrics on document views, comments, and edits.

226_quip_metrics_dashboard

With Quip for Customer 360 metrics, you can build Lightning dashboards in Salesforce that track your users’ template adoption.

9. Add Dynamic Actions to the Highlights Panel for Custom Objects (Beta): – For custom objects, you can use the Lightning App Builder instead of the page layout editor to choose which actions appear in the Highlights Panel on the object’s record page. Control visibility for each action based on factors that you specify.

In the Lightning App Builder, add the Highlights Panel to a custom object’s record page. In the properties pane, select Enable Dynamic Actions (Beta, desktop only) (1). Actions that you add are listed in the properties pane. An eye icon Eye icon next to an action’s name indicates that visibility rules are applied (2).

Summer 20.4

To add an action, click Add Action (3). In the Actions modal, choose an action (4) and click Add Filter (5) to assign visibility rules. You can specify action visibility based on record field, device type, and other filters, to control which actions appear for which users.

10. Centralize Your CMS Content with Image and Document Types:- With image and document content types, you can organize your content without leaving the CMS app. Create, manage, and share your work—all in one place.

rn_create_content
Redefine the content experience for your users without worrying about any record limits, because images and documents don’t count towards content record limits. As your business grows, so can your content. 

Additional enhancements worth noting!

1. Set Up Alerts for Big Deals in Lightning Experience: – You can now use Lightning Experience to set up automatic email notifications for opportunities that reach a threshold of amount and probability. Previously, setting up Big Deal Alerts required you to switch to Salesforce Classic. 

2. Track More Article Usage with Linked Articles: – When an article is used in a Chat, Messaging, or Social conversation, it’s attached to the Linked Article list. An article shared in a social post within a case is still attached to the case in the Case Article object, while an article shared in stand-alone social conversations is attached in the Linked Article object. Previously, the Linked Article object was only associated with work orders, work types, and work order line items.

Formative Assessment:

I want to hear from you! 

What are your favorite Summer’20 release note gems? You can download release notes in HTML format!, for PDF file.

Let me know by Tweeting me at @automationchamp, or find me on LinkedIn.

Note: – I am grateful to Copado, Docomotion, FormAssembly, OwnBackup, and Conga for sponsoring my blog.

Author: - Rakesh Gupta
Technical Editor: - Munira Majmundar

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