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.
1. Finally!!! Say Good Bye to “Recently Viewed”
This is the #1 pesky annoyance clients have reported. You’ll 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.
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.
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 for individual detail sections, but you can’t modify the visibility of the related activities. Note that Admins might disable this feature.
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.
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.
5. Outlook integration – You can log emails to contacts not in the CC’ or in the TO line of the email
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.
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!
Director of Customer Success at Ascendix Technologies