Author: Tim Combridge – Cludo

It’s that time of year again – that’s right, Salesforce’s annual SUMMER Release. This year, our screens have been graced with the presence of Codey the Bear and Koa the Dog sharing a stand-up paddle board ride together.

Salesforce has been packed full of goodies this Release that are sure to make every admin excited, every developer enthused, and every user thrilled!
 

What’s In Store For Admins?

I’ll start by diving into why every #AwesomeAdmin will love the new release. Salesforce loves admins and is constantly innovating to ensure we have more power than before with each release. 

Enhanced Related Lists – Link

Salesforce is based on a wonderful relational database – this means that records refer to one another throughout the system to make it easy to find things within the system and keep it running efficiently. Related Lists allow Users to be able to access related records with ease, and with Enhanced Related Lists they are now able to see and do more than ever before. 

Enhanced Related Lists can show up to 10 columns (which are now resizable and can be used to sort records), perform actions to multiple related records at a time, and allow text to be wrapped to show more information on the same page. Not only that, but you can choose whether or not you want to display the list view action bar (We’ve been waiting for this for a LONG time!)

Undo, Redo, and Duplicate Elements in Flow Builder (FINALLY!) – Link

Was I the only one who had a party at my desk when I heard about this? Maybe? Okay, I get a bit excited about things like this! Flow Builder was such an excitingly different tool to Flow Designer, but I personally found for all its glory, there was still room for improvement. As nice as it was to have a simplified Toolbox and cleaner interface, I struggled with the inability to duplicate elements or to simply undo my mistakes as I made them. As of Summer ‘19, it seems Salesforce has answered my prayers! The Undo, Redo, and Duplicate buttons are now available in the updated Flow Builder! 

Automation Home (Beta) – Link

Automation Home is exactly as it sounds – a homepage for all things automation! Here you can access the various automation tools at your disposal, find new Flow Templates on AppExchange (New in the Summer ‘19 Release – Link), and see the automation activity within your org. You’ll also find a summary of errors and guidance for optimising automations to ensure your users have an efficient and enjoyable time. 

 

What’s In Store For Developers?

Admins aren’t the only ones who will love the Summer ‘19 Release! There are a whole stack of new and exciting features that Developers will love too!

Force.com IDE Is Retiring – Link

The Force.com IDE plugin for Eclipse has been one of the main pieces of equipment for developers for years. Sadly, we’ll soon be seeing it ride off into the sunset. As we wave it goodbye, tears in our eyes, we can rest easy knowing that the hole in our hearts will be patched with other tools such as the Salesforce Extensions for Visual Studio Code (Link). You can read more about this change on Salesforce Developers Blog – The Future of Salesforce IDEs (Link).

Important Changes to Apex, CLI, Lightning Components, and Lightning Web Components

There are a number of changes to various technical tools within Salesforce that all developers should be aware of. I won’t go into too much detail in this post, but I’d strongly suggest reviewing the following notes:

  • Salesforce CLI: New and Changed Commands (Link)
  • Apex: New and Changed Classes and Interfaces (Link)
  • Lightning Components: New and Changed Items (Link)
  • Lightning Components: Lightning Web Components in More Places (Link)

Enforce FLS in Apex (Link)

Apex can now contextually determine the level of access a User has to a particular field and restrict the code at runtime accordingly. If a User doesn’t have the required access to create a particular field on a record, and the code is trying to insert a record, then it will strip out that field from the code before inserting. This is done by using the Security and SObjectAccessDecision classes. To read more and see an example, click here.

What’s In Store For Business Users?

Business Users are also going to gain access to some exciting new features and tools that will change the way they use Salesforce. 

Filter Related Lists Using Quick Filters (Link)

There’s nothing worse than sieving through an extensive list of related records trying to find what you’re looking for, especially with the lack of filterability on Related Lists! Huh, it’s almost like Salesforce could hear your pain and decided to grant your wish! Introducing Quick Filters for Related Lists in Salesforce. All you need to do is navigate to a Related List and open the new Filter menu on the right hand side, and voila! You can now filter your records however you require! 

You heard it here first – Keanu Reeves is now a Salesforce Employee*
* Not actually true, but we can dream!

Access Super Cool New Features With Lightning Extension For Google Chrome (Link)

You’ve probably scrolled through this article and thought to yourself, “I wonder why all these screenshots were taken in Dark Mode… and how can I access Dark Mode?” (Well, that’s what I would have thought anyway) Wonder no more! Salesforce has included an extension for Google Chrome called Lightning Extension that will let users test out new features, just like Dark Mode, from their own browser. This doesn’t require any change to be made by a developer or an admin, just the extension itself. Try it today! 

Desktop Lightning Experience on iPad (Beta) (Link)

This one may only be exciting for a select few… but it just so happens that I myself am one of those select few, so I’ve decided to make a note of it! 

For years, I’ve felt like my iPad Pro should be capable of a lot more than it had the ability to do, and I wasn’t alone! Apple themselves have announced that in the new iPadOS (due for public release in September) will feature an upgraded, desktop grade Safari web browser, and with Summer ‘19 I noticed that Salesforce also have realised the potential that the iPad has. You can now ask your admin to enable the desktop version of Lightning Experience for iPad users and test it out in Safari! 

Note: This feature is currently in beta and may not work reliably. Keep that in mind when using Salesforce on your iPad. 

Conclusion

In a very short summary – Salesforce Summer ‘19 is going to be a whopper! There are so many features that I wasn’t able to cover in this post, so be sure to head over to the official Salesforce Summer ‘19 Release Notes (Link) to read more for yourself. 

Ian Goodwin, Managing Director

Recently I was speaking with a client who asked, “How do we ensure we get maximum value from a Salesforce solution?” She went on to say, “Many of the people I talk to who have implemented Salesforce are frustrated that, in spite of the platform’s great features, they are not getting the benefits they expect. How do we ensure we’re not one of these?”

These questions led me to reflect on a career spanning over two decades where I have worked on countless technology programs and projects across a range industries and led the delivery of CRM solutions into a range of organisations. You name it and I’ve seen it – the good, the bad and the ugly. I’ve seen fantastic CRM technology well implemented yet not achieve any of the expected business outcomes.  

So what is the sweet spot in delivering a vibrant, viable and effective Salesforce CRM solution? What do organisations considering a CRM solution need to focus on to ensure objectives are met, desired outcomes are produced and expected value is delivered? Fundamentally, it’s about delivering an effective capability. And in my book, effective capability delivery is achieved through the synthesis of 3 elements – alignment, execution and managing change.  

The first element, alignment, reflects the criticality of ensuring the envisaged solution is positioned to achieve the results the organisation expects. It’s about clarifying objectives, outcomes and value expectations. To help establish this, ask “what does the solution need to do?”, “what does the organisation expect to get?” and “how will it be measured?”.

The second element, execution, is about ensuring not only that that the work defined in the project plan is completed, but that there is a coordinated focus on the People, Process and Technology dimensions that combine to deliver the CRM capability. At the end of the day, Salesforce, for all its brilliance, is a tool, so unless the other non-technology pieces of the puzzle are comprehensively addressed, the expected results of a CRM initiative will typically fail to be realised.

The third critical element is managing change to ensure effective user adoption of the CRM solution. This is about bringing users on the CRM journey and transitioning to a better way of operating by providing adequate levels of training and support to ensure the new CRM technology and related processes are adopted and that the change ‘sticks’.

Put these 3 elements together and you will have a viable and effective Salesforce CRM capability that hits the sweet spot and delivers expected business outcomes and benefits.
Obviously synthesising these elements is easier said than done, however with the right Salesforce delivery partner, you can start your journey with confidence.

Want to know more? Get in touch [contact-form] 

Spring ’17 is here.  But what does that mean?

In a nutshell it means that Salesforce have upgraded their platform (this happens 3 times per year.)  This release includes some new features within the lightning interface that being it in line with the functionality of the older Salesforce Classic interface.

If you want an overview of some of the specific features that I am excited about, please look back to my previous posts:

If you are an admin, create a new application for your users to use the new Lighting Console for Sales or Service.  Remember to pilot it first with a small set of users and provide instructions for changing between apps and/or interfaces.

Bonus feature review:

Salesforce Reports and Dashboards get some enhancements that will make lives in Lighting much more productive:

  • Users can now subscribe to reports in the Lighting Experience (previously only available in Classic)
  • Reports can be filtered via URL parameters. This used to be a feature in Classic that was achievable via a URL hack.  Now it is a fully supported Salesforce feature for the Lightning Experience.  This means that you can now place links within your record pages to reports and filter them based off of data from the source record.
  • Dashboards are now visible as other users in the Lighting Experience (previously only available in the Classic interface.)
  • Use chatter within Dashboards to share report charts.  This will be a great way to bring users into a conversations about actual performance.
  • Funnel and Scatter charts are now available in Lighting Experience Dashboards.  Now you can represent your pipeline as a funnel (like it always should of been!)