The Salesforce Winter ’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 9 of my favorite features in the release, including unique values in report results, scheduling a flow, and more.
Here are the most important dates you’ll want to mark in your calendar.
1. Count Unique Values in Report Results (Beta)
See how many distinct values your report returns with a unique count. For example, opportunity reports often list multiple opportunities with the same account. Add a unique count to the Account Name column to see how many individual account values appear in the report. Unique counts appear as grand totals at the bottom of the report and as subtotals for each group.
2. The recycling bin is available in Lightning
You no longer have to switch to Salesforce Classic to access the Recycle Bin. You can now view, restore, and permanently delete the items in your Recycle Bin and the org Recycle Bin.
3. Schedule a flow
Do you have flows that are launched from Process Builder every time a record is saved, even though you need them to run only once a week? Do you wish you could schedule flows to run with the same ease as setting up a meeting? Now you can schedule an autolaunched 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.
4. The New Salesforce Mobile App
With the new Salesforce mobile app, your users can have a truly seamless experience across desktop and mobile devices. Users will have access to their favorite Lightning apps, improved navigation, and deeper functionality on every page.
5. Send Custom Notifications with Flow Builder
Previously, custom notification actions were fully supported only in Process Builder. Now the Notification Type IDs that you create in Notification Builder are available directly in the Flow Builder UI, so you can more easily reach your users when important events occur.
6. Scan and Scroll the Activity Timeline
Improvements to the activity timeline make scanning, finding, and acting on activities easier for your sales reps. Infinite scrolling eliminates clicks and eases scanning for the activity that a rep is looking for. No more Load More Activities button. Grouping activities in the activity timeline by month lets reps find activities quickly and make sense of periods of time without customer activity. Relative dates, for example, one, two, or three months ago, let reps see the pace of activities.
7. Filter Reports Using Field Comparisons with Field-To-Field Filters (Beta)
Filter a report by comparing the values of two different report fields. For example, see which cases were modified after the closing date by filtering on cases with a last modified date after the closed date.
8. Automate Survey Invitations with Process Builder
Define the criteria for the Send Survey Invitations action type in Process Builder, and email survey invitations to leads, contacts, and users.
9. Printable View for Lists
You don’t have to print your entire screen just to make a hard copy of your list. Generate a condensed, minimalist, ink-saving view of your lists and related lists with Printable View.
Getting Release Ready
Here are some other resources to get ready for the Winter ’20 release:
- Sandbox preview instructions
- Salesforce Ben’s Top Picks
- Salesforce Winter20 release quick summary by Automation Champion
- Prepare for Salesforce Releases Trailhead
- Join the Release Readiness Trailblazers Group