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Top Features from Salesforce Summer ‘20 Release Notes

Top Features from Salesforce Summer ‘20 Release Notes
May 10, 2020 Akhil R. Nath

Top Features from Salesforce Summer ‘20 Release Notes

It has been a crazy first couple of months this year, isn’t it? Salesforce also had to change its official release date due to the crisis that COVID-19 caused.

Now that Salesforce has published the Summer ‘20 release notes, we take a dive into the top features published.

  1. Split View for Standard Navigation in List View

This feature is really useful for users when they are working with multiple records as it will help them to avoid extra navigation back and forth between your list and records. This will help us in quickly skimming through a set of records. Once Summer ’20 changes have been deployed, you will see an extra option in the “Display As” field, and you can turn this on as and when required.

2. Dynamic Forms to dynamically display fields

This is probably one of the most exciting features for Admins. It will allow you to create sub-sections of page layouts and place them as you want on a Lightning page. We get the ability to break up record details and configure record detail fields and sections in the Lightning App Builder. This feature is currently available only for custom objects.

Steps to enable Dynamic Forms on your page:

  • Click Setup.
  • Go to Record Page Settings.
  • Switch ON the Dynamic Forms section.

Now go to Lightning App Builder.

Click Upgrade Now from the Record Details Properties Pane to launch the Dynamic Forms migration wizard.

3. In-App Guidance Builder

This feature will assist you to build helpful prompts and on-boarding sequences for new users. Admins can now create guidance for new users using an app.

4. Good NEWS – There are some major flow updates too!

So, this has always been one of the most deserving of its own section – Flows!

Flows have received a couple of major updates in the Summer ’20 release. The first thing you need to know is that you can now trigger a flow before/after a record is saved. You can also now easily kick off a Flow with the new and improved Start Element.

  • Run Flows that Bypass User Permissions

You now have the option to allow guest users to create or edit records that they don’t have direct access to. To do this, you have to set your flow to run in the system context without sharing. The Flows that are set to run with this setting ignores object-level security, field-level security, org-wide default settings, role hierarchies, sharing rules, manual sharing, teams, and territories.

  • Access Apex-Defined Variables from Outside Flows

Users can now pass values into Apex defined variables when a flow is launched from a subflow element, from a Visualforce page, or as an action. Now you can also access the values of Apex defined variables as the flow runs, whereas previously, you could access only variables of other data types from outside flows.

You can also create and edit flows more easily with the improved new flow types.

There are 3 new Flow types added in the Summer ’20 Release.

— Platform Event Flow

— Record Changed Flow

— Scheduled Flow

Debug More Flows Faster

This new feature is your best friend when you want to test a new flow or troubleshoot a flow that fails. You can easily set input variables, see real-time details of what your flow does, and restart the flow anytime to debug a different branch. There is also a rollback option in Debug logs, which if enabled, will allow you to roll back the changes you made.

5. Speed up org maintenance with Salesforce Optimizer App

The earlier version of this tool was in the form of a PDF download, but with the Summer ’20 release, an interactive app has been created. This makes it easier for Salesforce Admins in ensuring that their Org is meeting the best practices that has been set by Salesforce.

6. Einstein Voice

Known as the “Amazon Alexa” of CRM’s, you can now swiftly setup Einstein Voice Assistant in the Salesforce mobile app. With the help of this feature, users can quickly find records, add notes and many other tasks. The feature will save lots of time and make the process easy and fast.

7. Full View Layout

We have personally seen that many users still prefer the Classic style view. Salesforce has now made the Lightning “Full View” available which gives a more classic feel to the page layout.

8. Setting Alerts for Big Deals in the Lightning experience

You can now use Lightning Experience to set up automatic email notification of Opportunities. Previously setting up Big Deal alerts required you to Salesforce Classic.

9. New and Changed Lightning Web Components

The following Lightning Web Components have changed.

  • lightning-badge
  • lightning-breadcrumb
  • lightning-datatable
  • lightning-input
  • lightning-input-field
  • lightning-tabset
  • lightning-tree-grid

10. Set Up Alerts for Big Deals in Lightning Experience

Now you can use Lightning Experience to set up automatic email notification of Opportunities. Before it was needed to switch to Salesforce Classic.

These are among the best features that we have seen in the Summer ’20 release notes. There’s more. For all the features for Summer 20 Release Notes, please refer to the Salesforce website.

For more details on the release calendar, please visit salesforce website.

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