My Favourite Salesforce Summer ’19 Features

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It’s that time of the year again, and Salesforce is bringing us a whole host of new features and functionality to play around with and delight our users.

A lot has been going on in the last couple of weeks, we already have details for the Sandbox preview and release dates for Summer ’19. As well as our Complete Guide to Summer ’19 which includes a lot more key dates, as well as some useful links to the release notes. Now as these have just become available, there will be a lot more content over the comings weeks here at SalesforceBen.com, digging deeper into the features and functionality.

To kick this off, here are my favorite features from this release…

Lightning Experience Prompts

As many of you have probably heard by now, Lightning is getting switched on for all Org’s in Winter ’20 (October 2019). This means that although you will still be able to work in classic, Lightning will be turned on as a critical update and therefore heavily encourages you to transition by this date (Read more in our post to learn how to support your rollout.)

A fantastic feature in this release allows you to create your own prompts using clicks not code, to allow you to better train and onboard your new users onto Lightning. Let users know about new functionality or anything they should pay particular attention to.

Send Surveys for Free

Salesforce Surveys was released around a year ago and let Salesforce users send out surveys to their customers and users. This allowed functionality that updated Salesforce records as responses were recorded. Previously Salesforce Surveys incurred a license fee, however, they are now being made free to send. You will get charged based on how many responses you get after the initial free limit. Check it out in your pre-release Org!

Power Up Related Lists

Some of my favorite functionality that gets released, is additions to the Lightning page layouts. Putting power in the Admins hands to customize record pages ensures that users have everything they need to do their job (Check out all the standard lightning components you can add in this post!). In this year’s Summer release, Salesforce has extended the customizing power of related lists, allowing you to show up to 10 columns, resize and sort your columns, perform mass actions, and wrap text.

Merge up to 3 Case Records

This feature is going to be a favorite among a lot of my customers. Considering that before this feature came about, custom development or AppExchange Apps had to be used to achieve the same functionality. From the release notes, we can see that this will have almost the exact same functionality as Account merge functionality.

Easily Update Sales Quotas

Believe it or not, before this release, Sales Quotas had to be updated via API or the data loader. While Apps were available to ease this pain, this was a nuisance. Now Admins and Managers can easily update quotas using this point and click tool directly from within Salesforce.

Two Record View Options

For customers who want a “softer” transition to the Lightning Experience. Salesforce now has two record view options when setting up a record page. This second option looks more similar to classic and allows you to view a lot more records on one screen. While my preference is with the Lightning look and feel, this classic option may appeal to some users who need to see a large number of records.

Salesforce Confetti Celebration

A nice little addition to the Summer ’19 release is the added ability to add a confetti celebration once an Opportunity sales path (Or any other path), hits a certain stage. You can set the celebration to fire off at any stage, and also choose the frequency of this. Give your users a nice surprise by turning on this nifty feature!

 

How did you like this release so far? What is your favorite feature? Let us know in the comments!

4 thoughts on “My Favourite Salesforce Summer ’19 Features

  1. Avatar

    The comment about surveys being free is a little misleading. Prior to this release, you could create one, and only one, Survey for your org. But for this one survey, there was no limit on the number of responses you could have. Now, you can have multiple surveys for free, but you have to pay for responses. From the release notes – “Receive up to 300 survey responses for free. After the first 300, you can purchase an add-on response pack based on the number of responses you receive.” No information on the cost of a response packs.

    The creator license was $600 a years, with unlimited responses.

    Would love to see some costing information on survey response packs.

  2. Avatar

    Thanks Ben,

    Really good list – I like the Related Lists one most (up voted that Idea)… Four Fields was way too low and we needed the flexibility of resizing columns.

    Nice to have the Trailhead confetti in Salesforce – I’ll use that but you can use GIFs – my favourites that I use are a Bell that rings on any deal over $5k and an Approved Stamp that looks cool. Confetti is still nice.

    Enjoy Summer!!

    (That would be Winter for us hemispherically challenged Australians!)

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