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Salesforce Release Notes Summer’19: What’s New

May 23, 2019

What’s New in Salesforce Summer 19 Release Notes

Have you already checked the Salesforce Summer’19 Release Notes? We scanned the 200+page of the release notes and summed up the most exciting features. Related lists, notifications from reports about significant changes, enhanced letterheads and ability to insert images into email templates and much more!

You can expect these changes to be in your system by June. You’ll know you have it, when you see the Einstein riding a bicycle,  replaced with the bear riding the wave on a surfboard.

So what can you expect?

 

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

 

Table of Contents

  • Salesforce Related Lists
  • Look & Feel
  • Email Templates & Marketing/Branding
  • Email Integration
  • Reports
  • BONUS!
  • Need Salesforce Consulting? We’ll help!

Salesforce Related Lists

Enhanced Related Lists

Take your related lists to the next level. With Enhanced Related Lists, you can show up to 10 columns, resize and sort your columns, perform mass actions, and wrap text.

Example: If I am on an Account record, and I see a related list of Leases, I may want to only up to 10 fields from the Lease record, be able to resize columns as needed.

salesforce enhanced related lists summer release notes 19

 

Use Quick Filters in your Related Lists

Use quick filters in your related lists to find the data that you’re looking for. Related list quick filters are different from regular list view filters in that they aren’t saved, persist only throughout your current session, and can’t be shared.

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Example: If I am on an Account record, and I see a related list of Deals, I may want to only filter it to show Open Deals

How: Open a related list, and select Filter icon to add quick filters.

 

salesforce related list quick filters summer 19 release notes

 

If you want to be able to create related lists that you can save and share with others, you can use Ascendix Search app.

Look & Feel

Choose how to view a record (Salesforce Classic Throwback)

For those who enjoyed how Classic displayed a record and related records, you can opt to make a change in how you see your data.

 

salesforce record page view full and grouped summer 19 release notes

Full view (1)  vs Grouped view (2)

 

How: 

Fo Lightning users:  Navigate to Setup > Record Page Settings

If you migrate to Lightning Experience after Summer ’19, you will configure these settings in the Lightning Experience Transition Assistant before you enable Lightning Experience, or in Setup after enabling Lightning Experience.

Choose if you want to see activities as a timeline or as a related list (another Classic Throwback)

Now it is possible to decide how you will see Activities:

A) As an expandable timeline

record page activity view timeline salesforce summer 19 release notes

 

B) As a Related List

record page related lists salesforce summer 19 release notes

 

How: Navigate to Setup  > Record Page Settings.

 

record page activity view settings salesforce summer 19 release notes

 

Email Templates & Marketing/Branding

Now you can add images to Lightning Email Templates. You can insert images from the web, your computer, or Salesforce files. Simply click on the Images icon to insert an image’s URL in an email. Learn more about sending mass emails via Salesforce.

sales productivity email composer image salesforce mass email summer 19 release notes

 

Enhanced Letterheads

Add your own email headers and footers and unsubscribe language in Lightning Email Templates.

How: open the App Launcher, and select Enhanced Letterheads.

 

sales productivity email templates enhanced letterhead salesforce summer 19 release notes

Use your brand colors for hyperlinks

Now you can set your custom color for hyperlinks.

How: Navigate to Setup > Themes and Branding

hyperlink theming salesforce summer 19 release notes

Email Integration

Salesforce optimized email logging options. Now you can turn on Log Emails Faster option so you no longer have to open the email or event each time you wish to save it to Salesforce. Available for Gmail and Outlook users.

sales outlook integration quick log gmail salesforce summer 19 release notes

 

Reports

When you subscribe to reports, add conditions so you’re notified of significant changes. You can choose to get a summary of the conditions that were met or the whole report in addition to a summary.

Example: If sum of Gross Deal Value on Deals is >5M, send me the Deals report

How: Open a report and add conditions to it in the corresponding section

 

salesforce reports subscription conditions summer 19 release notes

 

BONUS!

Confetti when you close a Deal (or any place you have “Paths” enabled).

Salesforce Confetti

 

If you would like to review an entire list of what is coming, here is a list of all the content.

Need Salesforce Consulting? We’ll help!

Do you need help with your Salesforce? Please feel free to get in touch with us. Ascendix is a Salesforce Consulting Company with multiple years of expertise. We’ve been in CRM business for over 23 years, have worked with no less than 10 CRM platforms and have 17 own CRM tools.

We are flexible and offer competitive pricing thanks to a mix of the onshore and offshore teams.

 

 

Authored By

Chris Petersen

Director of Customer Success at Ascendix Technologies

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