10 Of My Favourite Salesforce Spring ’20 Features

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We’re approaching the end of another exciting year in the Salesforce ecosystem. We’ve seen some surprising acquisitions such as MapAnything & Tableau, as well as Lightning become the standard by being switched on for all Org’s in the Winter ’20 release. But the excitement isn’t over yet…Salesforce Spring ’20 Release notes have become available today, giving all Salesforce professionals something to look forward to in the new year.

All of the team here at SalesforceBen.com and our extended network of guest contributors, love covering each release. We aim to make it easier for you as an Admin, Developer or Consultant, to get the most out of each release by providing you with easy to digest content. Without further ado, here are my favourite Salesforce Spring ’20 features…

1. Einstein Opportunity Scoring (For Free!)

You’ll be glad to know, that from the new year you will be able to add the Einstein Scoring lightning component to your page layouts. This previously paid feature uses AI & Machine Learning in order to score your Opps of the likelihood of closing. Not only this, but it will tell you why, and what you can do to improve.

2. Clone Objects with Related Records

A very overdue feature in my eyes, the ability to clone a record, but take with it all of the related records. Previously, this has required custom functionality using Apps, Flow or Apex. This opens up a lot of possibilities for users to be even more efficient in Salesforce.

3. Einstein Voice – Talk to Salesforce like Alexa! 

As demonstrated by Parker Harris & Marc Benioff at the Dreamforce Keynote, Einstein Voice is now available as a Beta feature. This new-age feature allows you to make updates to Salesforce like creating and updating records, all with your voice!

4. Lightning News in more Countries

The Lightning News component is a helpful way to see company and industry news from right within Salesforce. Previously only available for the United States, earlier in the year Salesforce added support for Australia, Ireland, New Zealand, South Africa, and the United Kingdom. Now in Spring ’20, support for France, Germany, Brazil, Japan, India, and the Netherland will be added.

5. URL Hacking is back! 

Remember the good old days of URL Hacking? These were swiftly replaced with Actions when the Lightning Experience came out. However, Salesforce has brought back functionality to allow you to prepopulate default fields in a new record. Check out the below as an example…

6. Assign Tasks to a Queue

Start managing your team’s workload better by assigning tasks to a queue. This can be done manually by a user, or automatically using a process builder or similar.

7. In-App Guidance Improvements 

In-App Guidance was released back in Summer ’19, and allowed companies to start creating slick training, onboarding and announcement processes directly in Salesforce. This release gives you the ability to add a video directly into your pop up prompt, specify the profile as well as further customisations.

8. Advanced Sales Cadences 

Sales Cadence tools are becoming more universally used to support BDR’s in performing the right steps to get in contact with a prospect. Salesforce’s High Velocity Sales is a product that has been around for a couple of years now and has some really exciting features.

9. Case Hover & Edit

A super simple but effective feature coming to Service Cloud for all case agents. The ability to quickly see case details, and edit or delete them, directly from within the List View. For agents working on large amounts of cases, this is taking efficiency to a whole new level.

10. Guests can use Lightning Scheduler

A feature that I seldom see being used is the Lightning Scheduler. This feature that is relatively fresh in the Salesforce world, gives companies the ability to easy schedule meetings with customers using the power of Flow. In this release, Salesforce has given the ability for unauthenticated guests to use the feature, opening up a new world of possibilities!

Summary

We’ve hoped you’ve enjoyed our summary of the new Salesforce Spring ’20 release. If we’ve missed out a feature you see to be particulary important, let us know in the comments below! In the meantime, ensure you know the release date of Spring ’20, as well as how to get your hands on a preview Org.

12 thoughts on “10 Of My Favourite Salesforce Spring ’20 Features

  1. Avatar

    I regularly follow your contributions which will share latest happenings on salesforce. I thoroughly enjoyed this summary of the new Salesforce Spring ’20 release and looking forward to find more interesting stuff.

    1. Lucy Mazalon

      Yes, you assumed correct! Are you considering purchasing it? I am interested in hearing candid thoughts on value-add HVS has in an organisation.

  2. Avatar

    As for the URL Hacking, there is a problem. When the user clicks Cancel on the modal window, it does not return the page that called the URL. A blank page shown instead. And the user is forced to click the Back button on the browser several times.

    I’ve tried including a return URL, but no luck.

    1. Lucy Mazalon

      Hi Jun, we are working on a full tutorial for this – so watch this space! I did a quick config myself, and it worked. What use case were you trying to do this for out of interest?

      1. Avatar

        Hi Lucy,

        Thank you so much for the reply. Our requirement is to simply create a Case record from an Opportunity and to prepopulate the Account, Opportunity and Contact fields. So we created a custom list button that appears on a related list on the Opportunity record. And here is the URL that we use:

        /lightning/o/Case/new?defaultFieldValues=
        RecordTypeId={!},
        AccountId={!Opportunity.AccountId},
        Opportunity__c={!Opportunity.Id},
        ContactId={!Opportunity.ContactId__c}

        So now when the user clicks on this button, the New Case record modal pops up and the relevant fields are prepopulated beautifully! However, if the user chooses not proceed with the creation of the new record, and clicks on either the Cancel button or ‘X’ to close the modal window, the system does not return to the Opportunity record but displays a blank page instead.

        And for the user to return to the Opportunity record, they have hit the browser’s back button a couple of times, which makes for a horrible user experience.

        Hope this helps!

  3. Avatar

    How can I add Einstein Scoring lightning component? I am on the Spring prerelease sandbox and I cant see this component? Is there a tutorial of what steps i need to implement to see this component?

    1. Lucy Mazalon

      Hi Edgar, we have a tutorial coming soon all about Einstein Scoring – so keep your eyes peeled in the next few weeks approaching Spring ’20.

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