Salesforce Winter, Spring, Summer ’19 Release Notes Summary: What’s New

Have you already checked the Salesforce 19 (Winter, Spring, Summer) Release Notes? We scanned the release notes and summed up the most exciting features introduced in 2019. Learn about unleashed Salesforce features & improvements that got automatically pushed to you by Salesforce or that you needed to turn settings “on” to get a feature.

Let’s start with the Salesforce Winter ’19 released features.

Salesforce Winter ’19: The Most Welcomed Features

1. General Interface

• Now there is a new way to see your info! You have the ability to add a new layout for pages (called Density) – users can choose Compact or Comfy. With Compact, you could see more of your info in one screen with less scrolling.

• If you’re a big fan of using the Kanban view, it is now available for the “Recently Viewed” records (not just a particular view like “All”)

• Search for your data within a List View or within a Kanban view

Recently Viewed Feature in Kanban View

2. Mass Emailing from Salesforce

• Email Tracking: If you send emails through Salesforce, you’ll be able to see who has opened it and who hasn’t. Whoa! To collect and display email tracking information, you must enable Enhanced Email and Email Tracking.

• Email Bounce Back: Determine if some of the emails you have are inaccurate by the new bounce-back feature.

• Now you have the ability to add Attachments to List Emails (mass emails you send from a Contact List View) AND Email Templates (previously set up, scripted messages).

Related Files in Salesforce Email Template

3. Activity Management

• Now there are added filters for the activity timeline, in the event you want to pare down the kind of history you see

• Now you can see your Tasks on your Calendar in Salesforce, and you can define which kinds of tasks appear there

4. Reporting

• If you’ve created many reports, and have trouble locating them, then you’ll find this feature useful. You can now search for specific reports

5. Integrations

There’s now an easy way to connect your LinkedIn Sales Navigator with Salesforce (Separate subscription required).

6. Here’s a Tip

Who decides on the features that make it to the next Salesforce release? Is it a bunch of tech billionaires locked up in a room, throwing around their brightest ideas?

As tempting as that sounds, the features that get released approx. 4 times a year are voted on by the entire Salesforce user community (about 3 million-plus users).

If you go to the IDEA EXCHANGE, you’ll find many threads representing user requests.

Those submissions are upvoted by other Salesforce users who also want that feature. After a certain # of thresholds or votes, the Salesforce committee considers including those features in the next release. That means that you could submit your own ideas or upvote others as well.

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

So what can you expect?

Salesforce Release Notes Spring ’19: the Most Notable Features

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

This is the #1 pesky annoyance clients have reported. You have individual detail sections, but you can’t modify the visibility of the related activities. Note that Admins might disable this feature. Now you’ll 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.

How to Pin an Unpinned List in Salesforce

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

How to Print the Screen in Salesforce Lightning

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.

How to Mark that Your Task Was Complete with One Click in Salesforce

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.

How to Create Follow-Up Tasks with One Click in Salesforce

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.

Salesforce Summer ’19 Release Notes: The Top Features

1. 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

2. 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.

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  to add quick filters.

How to Add Quick Filters in Salesforce

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

2. 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.

Full view (1)  vs Grouped view (2)

How: 

For 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

Activities in an Expandable Timeline

B) As a Related List

Activities As a Related List in Salesforce

How: Navigate to Setup  > Record Page Settings.

How to Set a Default Activities View in Salesforce

3. 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.

How to Add Images to Salesforce Lightning Email Templates

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.

New Enhanced Letterheads in Salesforce

Use your brand colors for hyperlinks

Now you can set your custom color for hyperlinks.

How: Navigate to Setup > Themes and Branding

How to Use Your Brand Colors for Hyperlinks in Salesforce

4. 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.

How to Log Emails Faster in Salesforce

5. 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 the 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

How to Add Conditions to Salesforce Report

6. BONUS!

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

Confetti When You Close a Deal

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

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