The Salesforce Spring ’20 release is quickly approaching and soon you’ll be able to take advantage of exciting new features and functionality. Here is a recap of 8 of my favorite features in the release, assigning tasks to a queue, group permission sets, before-save updates in flows and more.
1. Assign Tasks to a Queue
Let sales reps share their workload by setting up queues for tasks. Reps can assign tasks to their shared queues, and then individuals can take ownership of those tasks from the queue’s list view.
2. Group Permission Sets Based on User Job Function for Easier Assignment
Now you can assign users a single permission set group instead of multiple permission sets. Permission set groups combine selected permission sets to provide all the permissions that users need for their job. Similarly, remove individual permissions from a group with the permission muting feature to ensure that users do not get permissions that are not relevant to their job functions. A new user interface helps you create and manage permission set groups.
3. Turn Off Automatic Updates to the Report Preview to Edit Reports Faster
Edit reports faster by turning off automatic preview updates. When off, you can make multiple edits without waiting for the preview to refresh after each edit. When you’re ready to preview data, manually refresh the report preview. Or, see sample records returned after each edit by keeping automatic previews on.
4. Simplify Logins and Profiles on Salesforce-Related Sites with Trailblazer.me
With Trailblazer.me, you access multiple Salesforce-related sites with one login, and manage your profile and settings in one place.
Trailblazer.me is generally available in January 2020.
5. Update New and Changed Records 10 Times Faster by Using Before-Save Updates in Flows
Creating or updating a record can now trigger an autolaunched flow to make additional updates to that record before it’s saved to the database. Before-save updates in flows are much faster than other available record-triggered updates. For example, a before-save update in a flow is 10 times faster than an update in a record-change process that’s built in Process Builder. Replace your record-change processes with flows to minimize how often the spinner appears when users save records.
6. Configure Get Records Elements Without Selecting Fields
When you add a Get Records element to a flow, we automatically store the fields that you need. You no longer have to select each field manually, but you can still opt to do so. Get Records elements that were created before Spring ’20 aren’t affected by this change.
7. Run Flows Without Worrying About User Permissions with System Mode
Normally, how a flow is launched determines whether the flow runs in the context of the user or the system. Now you can bypass the running user’s permissions by setting your flow to run in system context with sharing. The flow still respects org-wide default settings, role hierarchies, sharing rules, manual sharing, teams, and territories, but it ignores object permissions, field-level access, or other permissions of the running user.
8. Attach Formatted Spreadsheets to Report Subscriptions (Beta)
When people subscribe to a report, a new option lets them choose to receive results as a formatted spreadsheet attached to the subscription email. The email itself includes high-level report details, such as report name and time run, plus a link back to the full report in Salesforce. It does not include row-level record details, which are included in the spreadsheet instead.
Getting Release Ready
Here are some other resources to get ready for the Spring ’20 release: