Summer 18 Release – Lightning Experience Highlights

Salesforce released its latest features this summer of 2018.  I’ve gone through the 521 Pages release notes and providing you the summary of the features.  Heavily focused on Lightning, as usual, the norm in Salesforce releases now, I have split the highlights into 4 different posts: Lightning Experience Highlights, Development Highlights, Lightning App Builder Highlights, Lightning Flow Highlights.

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Summer 18 – Development Highlights

Summer 18 – Lightning App Builder Highlights

Summer 18 – Lightning Flow Highlights

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This post is about Lightning Experience Highlights.  

Track adoption and usage of Lightning Experience

The Lightning Usage App includes charts for daily and monthly active users, number of users switching to Salesforce Classic, and more. These quantifiable measures help you understand your users’ experience and optimize your resources for training and other support.

New URL Format for Lightning Experience

Object Homepage

• Previous format: https:///one/one.app/#/sObject/Account/home
• New format: https:///lightning/o/Account/home

Record page

• Previous format:  https:///one/one.app#/sObject/006R000000245p1IAA/view
• New format: https:///lightning/r/Opportunity/006R000000245p1IAA/view

Personalize the Navigation Bar in Less Time

Salesforce made it easier for users to personalize their navigation in Lightning apps. Users can simply drag items around the navigation bar to quickly adjust the order.

To disable edits to the navigation bar for a specific app, go to the App Manager. Edit the desired app. On the App Options page, select ‘Disable end-user personalization of nav items’ in this app.

List Views Updates

Inline editing and filtering logic come together to make your list views more powerful. No setup needed! In Lightning Experience, you can start making inline edits to your list views that use filter logic right away. A few exceptions: Inline editing doesn’t work for multi-record type list views or when the field isn’t editable.

Field Dependencies While Editing a Record Details Page

It’s now easy to view and update all dependent and controlling fields when editing a picklist or checkbox on a Record Details page.

Salesforce Surveys

Salesforce Surveys gives you more control to create beautiful surveys that gather exactly the data you need.  Use logic rules to present a participant a particular follow-up question based on the answer to a previous question. By adding logic rules, participants don’t have to wade through irrelevant questions, and you can gather more accurate data.

Sharing on Campaign Members

Sharing rules for campaign members can inherit from lead and contact rules or from the campaign.  To let users see only the campaign members whose lead or contact records they have access to, in Sharing Settings choose Controlled by Lead or Contact. To let users who have access to a campaign see campaign member details, choose Controlled by Campaign.  Access provided by a user’s role or profile supersedes the organization-wide defaults.

Add All Contacts from an Account to Campaigns

Users can search for contacts by account and add some or all contacts to a campaign.  From the Campaign Members related list on a campaign, click Add Contacts. Search for an account name (1). The list of contacts for that account appears (2). Then select some or all (3) contacts to add to the campaign.

Send List Emails to Campaign Members

Save time and effort by sending list emails directly to members of a campaign. The emails appear in the campaign’s activity timeline and are associated with the campaign record.  From the Campaign Members related list on a campaign or any contact or lead list view filtered by a campaign, click Send List Email.  

Marketing users can find all leads or contacts associated with a campaign without leaving the Leads or Contacts tab.

Schedule and Product Date Forecasts

Forecast opportunity revenue and quantity based on schedule and product dates. Forecasting by schedule or Product date can provide a more accurate view of expected sales than forecasting by opportunity close date.

When you forecast by schedule date, Salesforce uses the values from a product schedule’s Date and Revenue or Quantity fields to calculate forecast amounts. If a schedule isn’t available for an opportunity product, Salesforce uses the product’s Date and Total Price or Quantity fields.   The Forecasted Amount column in the opportunity list shows the amounts that contribute to forecasts, not the overall opportunity amounts.

Lead Conversion Enhancements

If your business uses Contacts to Multiple Accounts, when sales reps convert a lead to an existing contact, they can now associate the contact with a new or existing account.  These changes apply to Salesforce Classic as well.

Control Who Can Merge Leads More Securely

A new Lead setting and changes to organization-wide defaults improve your control over who can merge and delete leads. The Public Read/Write/Transfer organization-wide default now only allows users to merge and delete leads if your org also has the Org-Wide Merge and Delete setting.

Products: Work with Schedules

With product schedules fully available in Lightning Experience, reps can now do it all in one place. Establish, update, and delete revenue and quantity schedules on opportunities. To turn on or configure product schedules, search for Product Schedules in Setup

No more switching to Classic for Person Accounts

Update dependent picklists from Path

Do more with Tasks

List views, kanban views for tasks

More Filters with Activities

Users can see their filter settings in the filters summary (1). Default (all time) is now labeled All time (2). The same date ranges and activity types are available as in previous releases, but users with Einstein Activity Capture see a different set of data ranges.

The Activities to Show option (3) lets reps decide whether to show only their activities. For example, if a rep sends an email to an owned contact, it displays when the rep chooses My activities. All activities shows emails to contacts from all reps on the sales team.

Configure Email Relays for Each Domain

If your company sends email from more than one email domain, you can now configure separate email relays for each domain. An email relay routes email sent from Salesforce through your company’s email servers.

From Setup, enter Email Relay Activation in the Quick Find box, then select ‘Email Relay Activation’

Boost the Effectiveness of Email Templates with HTML

You can now add HTML to Lightning email templates.  While creating or editing a Lightning email template, click Source. Edit the HTML tags and the content. Click Source again to see a preview.

Handlebars Merge Language (HML)

The Handlebars Merge Language (HML) is replacing the Salesforce Merge Language (SML) in Lightning email templates. When you specify a merge field for a recipient, the merge field shows the corresponding field for a contact, lead, or user. No need to create separate templates for contacts, leads, and users, because they can all be in one template. You can also continue to use your SML templates.  This change applies to Lightning Experience

Create a template, or open an existing one in Lightning Experience. Click    in the email template to open the merge field picker and insert merge fields.

Merge fields have a new format: {{{Object.Field}}}.

Here’s how to convert  a Lightning Email Template from SML to HML

Visualforce Email Templates to Work in Lightning Experience

Sales reps can use the email templates in Lightning Experience. Because Lightning email templates can’t replicate all the functionality available with Visualforce, reps can use these email templates in Lightning Experience and access the Visualforce features.  You can use Visualforce email templates only in regular emails, not in list emails.

Kanban: Update Dependent Picklists

Enhanced Calendar View

Use side panel.  You can Drag and drop the events to reschedule.

Duplicate Management on Custom Objects

Duplicate jobs aren’t just for accounts, contacts, and leads anymore. You can now run jobs on the custom objects you’ve created to support your business processes. Field-by-field comparison and merging of records aren’t supported

Show Your Trailhead Badges in Your Chatter User Profile

Now you have a ready view of your accomplishments. Your user profile shows the Trailhead badges you’ve earned. It’s a great way to show off all your hard work and expertise.  The compact view shows three Trailhead badges, and the full view shows five. Click View All to go to your Trailhead profile page and see all your earned Trailhead badges.

Lightning App Builder – Badges Component

You get the Badges feature automatically in your Salesforce Org. The Badges component is also available in the Lightning App Builder. Use it to add the Badges component to your custom pages.

Link to Records from a Post or Comment

Now you can! Enter a forward slash (/), and type the record name. You can link to any record type that’s enabled for your org, such as work records, accounts, opportunities, and cases. Link to up to 25 records in each post or comment.

Let’s link to an account named Account14. In a post, enter /a to see a list of matches.

And you can pin posts too.

Which Data Privacy Record to Retain when Merging Records

If you’d prefer to always retain the most recently modified data privacy record, you can specify that preference in Setup. Just enter Individual Settings in the Quick Find box, and then select Individual Settings. Then select Retain the most recently modified data privacy record.

Individual Object Supports Standard Object Features

The Individual object is now a complete standard object. You can:

• Create custom actions, buttons, and links for individuals
• Create different individual record types
• Undelete an individual that you had deleted
• Use individuals with workflows or with Process Builder

Make Users’ Personal Data Unusable by Salesforce

When users no longer want their personal data recognized in Salesforce, you can permanently scramble it with the new System.UserManagement.obfuscateUser Apex method.  The Apex method permanently scrambles the user’s data and replaces it with random character strings.  It affects the standard fields of the user object, excluding a few fields, such as the user ID, time zone, locale, and profile.

Enable it here.

 

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Summer 18 – Development Highlights

Summer 18 – Lightning App Builder Highlights

Summer 18 – Lightning Flow Highlights

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