Ascendix TechnologiesOpen/Close Panel

CRM Consulting Services and Commercial Real Estate Software Since 1996

Open Search
  • Services
    • CRM Consulting
    • Dynamics 365 Consulting
    • Salesforce Consulting
    • Salesforce Implementation Services
    • Salesforce AppExchange App Development
    • Salesforce Integration Services
    • Software Development Outsourcing
    • Ascendix CRM Concierge Service
  • Products
    • Ascendix Search
    • AscendixRE CRM
    • AscendixRE Pricing
    • AscendixRE Capital Markets
    • AscendixRE Land
    • Composer
    • MarketSpace
    • Property Listings Website
  • Industries
    • Financial Services
    • Commercial Real Estate
  • About
    • Our Team
    • Meet Our CEO
    • Engagement Models
    • How We Work
    • Ascendix Videos
  • Clients
  • Blog
  • Contact
  • Login

Salesforce Release Notes Spring ’19: What’s New

January 15, 2019

Salesforce spring release notes 19 Ascendix

As many of us embark on new beginnings, be it personal or professional, Salesforce is providing its global client base with a fresh new upgrade for “Spring ’19.”

Generally speaking,  Salesforce upgrades its platform 3-4 times a year.  These upgrades are pushed to you automatically.  The upgrade usually address some features the user community (like you!) have requested, or it may address some bug fixes.

I scanned the 200+page of the release notes, and summed up the most welcomed. You can expect these changes to be in your system by end of February, if not sooner.

So what can you expect? Nothing major but some tweaks. See below and click on the links for the direct article/screenshot from Salesforce.

 

💡 Still a Salesforce Classic User? Learn Why You Should Hurry Up with Migration to Lightning

 

Table of Contents

  • 1. Finally!!! Say Good Bye to “Recently Viewed”
  • 2. Print a Record View
  • 3. A “1 click” approach to completed Tasks
  • 4. A “1 click” approach to creating Follow-Up Tasks
  • 5. Outlook integration – You can log emails to contacts not in the CC’ or in the TO line of the email
  • Ascendix Search App for Salesforce

1. Finally!!! Say Good Bye to “Recently Viewed”

This is the #1 pesky annoyance clients have reported. You’ll r individual detail sections, but you can’t modify the visibility of the related activities. Note that Admins might disable this feature.now be able to pin a favorite view (like All Contacts or My Prospects).

How: To pin an unpinned list, click its pin icon. To pin a different list, select the list view and pin it instead. The default pinned list for all objects is Recently Viewed.

Salesforce pin list views Ascendix

2. Print a Record View

Many of you have asked if you could just basically print the screen in Salesforce Lightning. This was not possible, until now.

Salesforce consulting services middle banner

How: Open a record and click Printable View. The sections and fields on the printable view reflect the current user’s page layout. The related lists reflect the current user’s related list preferences.

You can change visibility for all record details or fo

Salesforce print record view lightning Ascendix

3. A “1 click” approach to completed Tasks

Now you can mark that your task was complete with one click right in the activity timeline or the task detail view. Also, you can re-open the task with one click.

salesforce sales productivity activity mark activitity timeline ascendix

salesforce sales productivity activity mark complete task ascendix

salesforce sales productivity activity reopen task ascendix

4. A “1 click” approach to creating Follow-Up Tasks

The new button ‘Create Follow-Up Event’ will let you create a new event with the key information copied from the original task so you don’t need to copy-paste the information.

salesforce follow up event task Ascendix

5. Outlook integration – You can log emails to contacts not in the CC’ or in the TO line of the email

Before this release, you could log email from Microsoft® Outlook to contacts, leads and person accounts in Salesforce if they were located in TO or CC fields. Now you can search for other people in your Outlook or Gmail and log the emails. Salesforce will include them in the record’s activity timeline and will update the last activity date field. 

If you would like to review an entire list of what is coming, click here for the entire set of Release Notes.

Ascendix Search App for Salesforce

As you might know, a year ago we launched an app for Salesforce Ascendix Search to help Salesforce users decrease time on report creation and get the most out of their data by running advanced searches with a few clicks. We’ve just added new useful features to let you filter your records by related activities, e.g. it is easy to create a list of contacts that have tasks in the future or to see leads you called last week.

Watch the short video below to see it in action and read more here. Try Ascendix Search for free!

Need Salesforce consulting? We’ve been in CRM business for 22 years and can help with CRM requests of any difficulty. Our team is globally located so we can offer very competitive pricing. Contact us and let’s discuss your needs!

Authored By

Chris Petersen

Director of Customer Success at Ascendix Technologies

salesforce consulting company dallas Ascendix Technologies banner

Recommended For You:

  • Commercial Real Estate Technology Tools: Luxuries or…
  • How to Implement Salesforce: The Definitive…
  • What is Salesforce? Expert Insight on What…

Blog Salesforce Salesforce Release Notes

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

About us

  • About Ascendix
  • Our Services
  • Case Studies & Reviews
  • Ascendix Videos

Products

  • Ascendix Search
  • AscendixRE CRM
  • AscendixRE Capital Markets
  • AscendixRE Land
  • Composer
  • Commercial Property Listings Website

Contact Us

  •   +1 888-346-3276 Ext 2
  •   +1 972-889-8090
  •   Contact Sales
  •   Request Support
  •   Ascendix Corporate Office
    12222 Merit Drive Suite 1760
    Dallas, Texas 75251
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

© 2021 Ascendix Technologies. All Rights Reserved | Privacy Policy Sitemap

We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
Read MoreCookie settings
REJECTACCEPT
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience. Read our privacy policy.
Necessary
Always Enabled

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

CookieTypeDurationDescription
__cfduid11 monthThe cookie is set by CloudFare. The cookie is used to identify individual clients behind a shared IP address and apply security settings on a per-client basis. It does not correspond to any user ID in the web application and does not store any personally identifiable information.
cookielawinfo-checkbox-advertisement01 yearThis cookie is set by GDPR Cookie Consent plugin. The purpose of this cookie is to check whether or not the user has given their consent to the usage of cookies under the category 'Advertisement'.
cookielawinfo-checkbox-analytics01 yearThis cookie is set by GDPR Cookie Consent plugin. The purpose of this cookie is to check whether or not the user has given the consent to the usage of cookies under the category 'Analytics'.
cookielawinfo-checkbox-necessarypersistent11 monthsThis cookie is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-non-necessarypersistent11 monthsWe use this cookie to store the user consent for the cookies in the category "Non Necessary".
csrftoken011 monthsThis cookie is associated with Django web development platform for python. Used to help protect the website against Cross-Site Request Forgery attacks
iopersistentSessionThis cookie is set by HeyOliver and it preserves user session state across page requests.
pctrk01 yearUsed to count page views by unauthenticated users against license usage.
PHPSESSIDpersistent1 yearThis cookie is native to PHP applications. The cookie is used to store and identify a users' unique session ID for the purpose of managing user session on the website. The cookie is a session cookies and is deleted when all the browser windows are closed.
viewed_cookie_policypersistent11 monthsThe cookie is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

CookieTypeDurationDescription
__utma02 yearsThis cookie is set by Google Analytics and is used to distinguish users and sessions. The cookie is created when the JavaScript library executes and there are no existing __utma cookies. The cookie is updated every time data is sent to Google Analytics.
__utmb030 minutesThe cookie is set by Google Analytics. The cookie is used to determine new sessions/visits. The cookie is created when the JavaScript library executes and there are no existing __utma cookies. The cookie is updated every time data is sent to Google Analytics.
__utmc0The cookie is set by Google Analytics and is deleted when the user closes the browser. The cookie is not used by ga.js. The cookie is used to enable interoperability with urchin.js which is an older version of Google analytics and used in conjunction with the __utmb cookie to determine new sessions/visits.
__utmt010 minutesThe cookie is set by Google Analytics and is used to throttle the request rate.
__utmz06 monthsThis cookie is set by Google analytics and is used to store the traffic source or campaign through which the visitor reached your site.
_gapersistent2 yearsThis cookie is installed by Google Analytics. It registers a unique ID that is used to generate statistical data on how the visitor uses the website.
_gat_gtag_UA_76342539_1persistent1 minuteGoogle uses this cookie to distinguish users.
_gat_UA-76342539-1persistent1 minuteThis is a pattern type cookie set by Google Analytics, where the pattern element on the name contains the unique identity number of the account or website it relates to. It appears to be a variation of the _gat cookie which is used to limit the amount of data recorded by Google on high traffic volume websites.
_gidpersistent1 dayThis cookie is installed by Google Analytics. The cookie is used to store information of how visitors use a website and helps in creating an analytics report of how the wbsite is doing. The data collected including the number visitors, the source where they have come from, and the pages viisted in an anonymous form.
_uv_id02 yearsThe cookie is set by Slideshare.net. It collects data on the user's visits to the website, such as which pages have been read.
bcookiepersistent2 yearsThis cookie is set by linkedIn. The purpose of the cookie is to enable LinkedIn functionalities on the page.
browser_idpersistent1 yearA unique indentifier for the web browser
bscookie12 yearsUsed by the social networking service, LinkedIn, for tracking the use of embedded services.
cusidpersistent30 minutesThis cookie is set by Clickdimensions and is used to establish and continue a user session with the site. When a user views a page on the site, the script code attempts to update this cookie. If it does not find the cookie, a new one is written and a new session is established. Each time a user visits a different page on the site, this cookie is updated to expire in 30 minutes, thus continuing a single session for as long as user activity continues within 30-minute intervals. This cookie expires when a user pauses on a page on the site for longer than 30 minutes.
cuvid02 yearsThe cookie is set by ClickDimensions. This cookie is typically written to the browser upon the first visit to the site from that web browser. If the cookie has been deleted by the browser operator, and the browser subsequently visits the site, a new __cuid cookie is written with a different visitor unique ID. This cookie is used to determine unique visitors to the site and it is updated with each page view. Additionally, this cookie is provided with a unique ID that the application uses to ensure both the validity and accessibility of the cookie as an extra security measure.
cuvonpersistent30 minutesThis cookie is set by Clikdimensions and is used to signal the last time a visitor viewed a page. It expires in 30 minutes from set/update.  
GPS030 minutesThis cookie is set by Youtube and registers a unique ID for tracking users based on their geographical location
heyo_pPersistentRegisters a unique ID that is used to generate statistical data on how the visitor uses the website.
heyo_ssessionRegisters a unique ID that is used to generate statistical data on how the visitor uses the website.
ho_*-active_quickview_tabPersistentKeeps the current state of the web app and is set by HeyOliver.
ho_*-heyoliver_referrersessionThis cookie is set by HeyOliver and collects information of the user's referrer.
ig_did19 yearsThis cookie is set by Instagram.
li_sugrpersistent2 monthsLinkedIn Insight Tag, when IP address is not in a Designated Country
lisscpersistent1 yearUsed by the social networking service, LinkedIn, for tracking the use of embedded services.
UIDR01 yearThis cookie is set bu scorecardresearch.com. The cookie is used to tracks the users activity across the internet on the browser such as visit timestamp, IP address, and most recently visited webpages. and may the data send to 3rd party for analysis and reporting to help their clients better understand user preferences.
vuid02 yearsThese cookies are used by the Vimeo video player on websites.
YSC1This cookies is set by Youtube and is used to track the views of embedded videos.
Advertisement

Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.

CookieTypeDurationDescription
_fbppersistent2 monthsThis cookie is set by Facebook to deliver advertisement when they are on Facebook or a digital platform powered by Facebook advertising after visiting this website.
fr12 monthsThe cookie is set by Facebook to show relevant advertisments to the users and measure and improve the advertisements. The cookie also tracks the behavior of the user across the web on sites that have Facebook pixel or Facebook social plugin.
IDE12 yearsUsed by Google DoubleClick and stores information about how the user uses the website and any other advertisement before visiting the website. This is used to present users with ads that are relevant to them according to the user profile.
uid01 yearThis cookie is used to measure the number and behavior of the visitors to the website anonymously. The data includes the number of visits, average duration of the visit on the website, pages visited, etc. for the purpose of better understanding user preferences for targeted advertisments.
UserMatchHistorypersistent1 monthThis cookie is set by Linkedin and is used to track visitors so that more relevant ads can be presented based on the visitor's preferences.
VISITOR_INFO1_LIVE15 monthsThis cookie is set by Youtube. Used to track the information of the embedded YouTube videos on a website.
Functional

Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.

CookieTypeDurationDescription
langpersistent1 yearThis cookie is used to store the language preferences of a user to serve up content in that stored language the next time user visit the website.
lidcpersistent1 dayThis cookie is set by LinkedIn and used for routing.
mid09 yearsThe cookie is set by Instagram. The cookie is used to distinguish users and to show relevant content, for better user experience and security.
test_cookiepersistent11 monthsThis cookie is set by doubleclick.net. The purpose of the cookie is to determine if the users' browser supports cookies.
upersistent2 months
Save & Accept