Summer ’20 Treasure Hunt: Pre-Release Orgs Are Live!

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Summer ’20 pre-release orgs are live, so it’s time for a preview party! We’re gifted with some wonderful improvements to the platform we love. The exciting period of time where the changes are released in preview orgs kicked off towards the end of last week, where we are able to explore features before they’re pushed to Production, and play freely without any impact to our business operations. Now is the ideal time to learn how we can harness these new powers to our advantage when they are released (July 10th and 18th, depending on your Salesforce instance – full details here).

As usual, there’s a unique Trailhead Treasure Hunter badge that you can earn by posting about treasures you discover! You’ll need to post your treasure either as a comment on this post in the Trailblazer Community, or on Twitter (just don’t forget the hashtag #Summer20Treasure!)

“Whatfix"

Even though we are only a couple of days in, there have already been discoveries within Summer ’20 that are sure to blow your mind! Here are my top personal favourites discovered so far:

1. Release Updates (Beta) Page in Setup

Finally! An aesthetically pleasing and wonderfully organised page to manage all the updates that are coming for your org.

At a glance, you’ll see your ‘Overdue’ actions highlighted in red, ‘Due Soon’ actions in yellow, and others that don’t need any urgent attention just in plain ol’ white with no extra highlighting.

Other things to note are:

  • Each item has a brief summary of what the change is and a date when it needs to be completed by.
  • Your actions are broken down into steps and have a wizard-like interface that guides you through what’s required.
  • The tabs along the top help you drill down further.

Take a look!

2. Dynamic Forms

Dynamic Forms will allow you to completely customise the placement of fields across the App, create visibility rules that show and hide your fields and sections, which opens up unlimited customisations possibilities using the Lightning App Builder.

As Christine said in her report of ‘unmissable Admin announcements at Dreamforce ‘19’:

“The team running the Lightning keynote were met with near hysteria as Dynamic Forms were demoed.”

Before you get too excited, Dynamic Forms aren’t expected to be released until Salesforce Winter ’21 which will be around October 2020…but, we can get a taste of what’s to come in this release because you can participate in the Dynamic Forms Non-GA Preview by enabling it in the preview under Record Page Settings. Currently, Dynamic Forms are available only for custom objects in this preview.

3. Split View in Standard Navigation

Standard Navigation gets a Console makeover! Console view displays multiple records and their related records on the same screen, and ‘Split View’ displays a List View within a record page:

This means that you can quickly work through records – ideal for updating overdue Tasks, all Opportunities in your pipeline, or the new Leads assigned to you…or anything you use List Views for!  Split View was only available in Console before, so take advantage of this if your users love List Views:

Thanks for the find Jason Connell @003jasonc and Michelle Reinhold linkedin.com/in/michelle-reinhold

4. Lightning Report Subscriptions – Add Attachments

No matter how great Salesforce Reports and Dashboards are, Admins will get requests from users who simply prefer information in Excel/CSV format.

Basically, what this will do, is generate a report export alongside the report snapshot that’s emailed. The Excel/CSV report export will be sent with the email as an attachment.

This will be big for users who need to work in Excel as critical to their role. It will also be a big deal for users who are married to Excel, where now you will be able to meet them in the middle – as the saying goes, you can lead a horse to water, but you can’t always make it drink!


5. Salesforce Optimizer

The Salesforce Optimizer gives Admins direction on how to simplify org customizations and drive feature adoption. Many of you may have generated the PDF report, which analyzes features such as

Now we have the option to run the report as an in-app console experience more “interactive and actionable format”

Thanks for the find Mohammed Oovais Mansuri linkedin.com/in/oovaismansuri

6. Before/After Handling in Flow Triggers

We recently saw Flows inherit an ability from Apex: the ability to act as a Trigger. You could select criteria which a Flow would be called automatically, and handle data.

With Summer ’20, we’re seeing yet another step in Flow becoming a fully-fledged declarative alternative to Apex: the ability to handle before and after events. This is a huge step for Flow and will grant even more power to declarative users.

Instead of being an Auto-Launched Flow, this will now be known as a ‘Record Changed’ Flow (one of a number of new Flow Types).

7. Flow Loop Variables are Automatically Created

This is a huge personal peeve of mine! In every iteration of Flow Builder and Designer to date, we’ve had to create our loops, then create a separate loop variable resource. It’s just an extra step that felt so unnecessary.

Salesforce has addressed this by creating this resource automatically when you create a loop. Let’s say you had a loop called ‘lead_loop’, Flow Builder will automatically create a resource called ‘Current Item from lead_loop’. The result? It will save you a ton of time, and make it much easier for new Flow users to learn how to use the tool.

8. Rollback Mode in Flow Debugger

With rollback mode enabled in your Flow Debugger, any changes that are executed by your Flow won’t be saved while you test it. This helps to keep your data clean and tidy while you create and test your Flows. This is one of those tiny changes that will have a huge impact.

Simply check the box on the first screen of the debugger to enable it, and your database will remain 100% intact.

9. CPQ Objects Go Standard

Attention CPQ Specialists! CPQ-related objects are now standard objects instead of part of a managed package (eg. ConsumptionRate, ConsumptionSchedule, ProductConsumptionSchedule).

Thanks for the find Andrés Catalán @sfdx__andres

10. Source Tracking in Sandboxes

You can now enable Source Tracking in Developer and Developer Pro to use the Salesforce Command Line Interface (CLI) to view, pull, and push changes in the Sandbox. Once enabled, any new Sadnobxes you create will have tracking enabled automatically, and after refresh for any existing Sandboxes.

Thanks for the find Jason Walke linkedin.com/in/jasonwalke/

Bonus: Minor Setup UI Enhancements

It looks like Salesforce is responding to Setup features that are used the most, and ensuring they are visible and easily accessible when we are working with Salesforce Setup.

  • Optimizer has earned a place at the top of the Setup menu on the left, as has the new Release Updates page.
  • The canvas toolbar within Flow has moved to the bottom left, presumably to be closer to the resource manager.

While these are not massive changes, it’s great to see the Setup menu getting some love.

One enhancement I’d LOVE to see here in the future is the ability to change up the navigation bar in Setup – I would definitely be pinning Flows right there next to Home and Object Manager!

Summary

There you have it! Those are my five favourite features that have been uncovered so far. There’s stacks more out there to be found, and I’d encourage you to sign up to a pre-release org yourself and see what you can find.

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