Salesforce Winter ‘20 Highlights

The Winter ’20 release is finally here! At Cloudshift we are super excited about all the shiny new features that this release brings and have collated for you our top picks of The Salesforce Winter release! So grab your scarf and coat, we are going to dive in a Salesforce winter wonderland.

A brand new mobile app

Get your lightning experience on mobile with the brand-new Salesforce mobile app. You will have access to custom notifications, deep linking, and admins will have free reign to customise the mobile experience for users!

• You can create custom lightning record pages tailored to the needs of your mobile users that they see only when viewing the page on a phone.
• Show or hide record page components based on the type of device they’re being viewed on.
• When you create or edit a lightning app, you can configure which form factors it supports and can be viewed on. You can create an app solely for mobile for example.
• Users will need permission to access to the new Salesforce app

Lightning experience is here to stay

The lighting experience will be turning on for all users and will bring many improvements and add-ons to the experience. Check out our favourites below!

• Lightning will be permanently enabled when it is turned on
• The recycle bin has arrived for lightning – you can view, restore and permanently delete items in your recycle bin and the org recycle bin
• Generate a condensed, minimalist, ink-saving view of your lists and related lists with printable view.
• You can now schedule flows, powerful business automation tool that can manipulate data in Salesforce to update contacts– now you can schedule an auto launched flow to start on a particular date and time and set the frequency to once, daily, or weekly. If you want that scheduled flow to run only for a set of records, you can specify an object and filter.
• Flows are getting dynamic – add filter conditions and logic to a flow screen component’s properties to show or hide that component based on what a user enters or selects for flow resources like picklists or checkboxes.
• Lookups can now be added to flows – users can now search for records just like they do everywhere else in salesforce
• Reports had quite an increase in features as well:
  • • You can now use row-level formulas
    • Field to field comparisons are now possible (beta)
    • Right-to-left language support for reports and dashboards (beta)
    • Count unique values in report results (beta)
    • Easily read wrapped long text fields in report results
    • Account team support was added to reports and dashboards
    • Show territory details on activities reports

Faster case resolution with Service Cloud

Deliver best in class customer service thanks to the many updates to Service Cloud! Improve your productivity with numerous features below:

• Send customers to a specific agent with omni-channel – for faster resolutions, use omni-channel to send customers directly to the correct agent. Direct-to-agent routing respects agent capacity and doesn’t send chat requests to an agent without capacity.
• Attributes for skills-based routing
  • • Use a setup flow to associate an object’s field values with the skills needed to route a work item to the right agent.
    • On the routing configuration for the service channel, select use with attribute setup for skills-based routing.
• Know when you have unread feed items in case feed – unread items now appear in bold in the case feed
• Secondary routing – secondary routing priority moves a work item forward in a queue over older items and resolving conflicts across queues for items with the same routing configuration priority.

What about lightning components?

• Lightning web components are now open source – framework can now be refactored to suit your needs.
• Lightning web components are now available as a custom tab.
• Apex limits are now applied per action within lightning components – apex limits previously applied across all actions.
• Lightning components installed from a package can no longer call public apex methods from an apex class within another package.

Still craving Salesforce’s knowledge? Make sure to read the Winter ’20 release notes to find more in-depth information. Follow our blog for all Salesforce news and updates!