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Top 5 Salesforce Summer ’20 Release Features in DIGITAL TRANSFORMATION

Updated: Sep 14, 2020

The published Salesforce Release Notes for Summer ’20 brings hundreds of new features and enhancements across a wide variety of Salesforce products and cloud solutions.

Six weeks ahead of the production release dates, Salesforce kicks off its Treasure Hunt, an online event in the Release Readiness Trailblazers Community, where Salesforce crowdsource the community’s favourite features. Members dig into their pre-release orgs or preview sandboxes and share the gems they appreciate the most.

Here’s a quick review of the top five features of the Summer ’20, as ranked by the community.

1. Dynamic Forms on Custom Objects

What is it? Dynamic Forms is an evolution of Salesforce’s Lightning record pages. It adds the ability to configure Record Detail fields and sections inside the Lightning App Builder.

Why people love it: The more fields on a page layout, the more the Record Detail component becomes a monolithic block of uncustomizable, unalterable fields. Dynamic forms provide simpler layout management, better page performance, and visibility rules to show and hide fields and sections.

Learn more: With Dynamic Forms, you can take out the fields and sections from a page layout as individual components, and migrate them into the Lightning App Builder

Note: Dynamic Forms currently support custom objects only. It will be available for standard objects in a future release.

2. Split View for Standard Navigation

What is it? With Split View, you can now see a list and a record side by side in a standard navigation Lightning App.

Why people love it: No more navigating back and forth between your list and your records. Split view is great for going through records in sequence or for quickly skimming through a set of records. The split view panel is also collapsible for extra flexibility.

Learn more: To access split view, select Split View from the Display As drop-down menu. If you select a split view for an object, that object automatically loads in a split view until you change its Display As view.

3. New In-App Guidance Builder

What is it? The In-App Guidance Builder now has an improved interface for authoring in-app prompts and walkthroughs. More options for positioning and creating prompts have also been added.

Why people love it: It’s easier and more intuitive to create prompts and walkthroughs. The user interface for authoring in-app guidance is now similar to other Salesforce builder tools.

Learn more: From Setup in Lightning Experience, enter In-App Guidance in the Quick Find box, and then select In-App guidance. Click Add to open the In-App Guidance Builder in a new tab.

  1. The right sidebar is where you specify the in-app guidance type, prompt type, position, and content.

  2. When you create the walkthrough, a left sidebar appears to display all the steps of the walkthrough.

  3. Return to settings by clicking the settings icon in the builder header when editing a prompt.

  4. Helpful instructions are on the header.

  5. Access other in-app guidance on the page from the dropdown at the top.

  6. See the status of the in-app guidance you are editing on the top right.

  7. Use action buttons, depending on the in-app guidance type and if you’re previewing or authoring.

4. Attach CSV files to report subscriptions (beta)

What is it? When people subscribe to a report, a new option lets them choose to receive results as a CSV file attached to the subscription email.

Why people love it: This has been a highly requested feature that has been discussed on Salesforce’s IdeasExchange forum because of how much it does to make work easier.

Learn more: On the Edit Subscription menu, click the new Attach File button and choose Details Only. Row-level record details will then be included in an attached CSV file instead of in the body for the report subscription email message. To enable this feature in Setup, select “Let users attach reports as files” to report subscription emails in Reports and Dashboards Settings.

5. Trigger a flow to run after a record is saved

What is it? Creating or updating a record can now trigger a richer flow to run after that record is saved to the database.

Why people love it: Previously, a record-triggered flow could only run before the record was saved, and could only make updates to that new or updated record. After-save record-triggered flows can access other records, perform actions, and use more types of flow elements. These flows can even replace most workflow rules and record-change processes that are built in Process Builder.

Learn more: Perhaps you’re familiar with the Process Builder and using a record change process to execute actions, such as sending emails every time a new account is created. An after-save record-triggered flow can accomplish that same goal, but with these added benefits of choosing to trigger the flow to run only when records are updated, a standard list view for flows, and ability to access other object records and execute loops.

This blog post is an adaption of an article by Salesforce. To read the original article, click here.


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