All you need to know about Salesforce Summer ’20 Release Notes
Salesforce Summer ’20 Release Notes: I hope everyone is safe and taking all the care to cross the hurdle of Covid-19. I am sure you have started enjoying the quarantine time with family and friends trying to have fun as well as learning new stuff. To enhance your learning mode, Here comes the summary of some cool and important features for admins and developers in Salesforce Summer ’20 Release.
Work Through Lists with Ease Using Split View for Standard Navigation.
Do you often find yourself working through multiple records in a list? With split view, you can see a list view and a record side by side. To move on to a new record, select it from the split view, and the new record opens with the list still in view. No more navigating back and forth between your list and your records. Split view is great for going through records in sequence or for quickly skimming through a set of records. The split view panel is collapsible for extra flexibility.
How: To access split view, select Split View from the Display As dropdown menu. If you select split view for an object, that object automatically loads in split view until you change its Display As view.
Break Up Your Record Details with Dynamic Forms (Non-GA Preview)
Dynamic Forms is the next step in the evolution of Lightning record pages. It adds the ability to configure record detail fields and sections inside the Lightning App Builder.
With Dynamic Forms, you can migrate the fields and sections from your page layout as individual components into the Lightning App Builder. Then, you can configure them just like the rest of the components on the page, and give users only the fields and sections that they need.
It’s easier and more intuitive to create prompts and walkthroughs. To make way for walkthroughs, the user interface for authoring in-app guidance is now similar to other builder tools in Salesforce.
From Setup in Lightning Experience, enter In-App Guidance in the Quick Find box, and then select In-App Guidance. Click Add to open the In-App Guidance Builder in a new tab.
Now you have two record page view default options. Choose between the current view—now called Grouped view—and the new Full view. Full view displays all details and related lists on the same page(Similar to classic). If you’re transitioning to Lightning Experience, this view is similar to Salesforce Classic. This feature, which is generally available, includes the same functionality as the beta release and is available to qualifying Salesforce orgs.
You can now use Lightning Experience to set up automatic email notifications for opportunities that reach a threshold of amount and probability. Previously, setting up Big Deal Alerts required you to switch to Salesforce Classic.
Where: This change applies to Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.
How: In Setup, use the Quick Find box to find Big Deal Alerts. In the Sender Email field, enter your own Salesforce email address or a verified org-wide email. You must have the View All Data permission to set up alerts.
Einstein Search: Clearer Setup Process, Natural Language Search Examples, and Better Recommended Results on the Salesforce Mobile App (Beta).
You can turn on Einstein Search at no additional cost and benefit from all it has to offer. Complete all the steps outlined by a clearer setup process. Learn how to use natural language search by following examples. See improved recommended results on the mobile app.
Einstein Search is personal, natural, and actionable. To give your users the full Einstein Search experience, enable all Einstein Search features. Begin in Setup, where the option is now labeled Enable Einstein Search. This page lists the steps to turn on personalization, natural language search, and enhanced instant results.
Natural language search lets users enter common words and phrases in the search box to find the records that they want. Natural language search is supported for accounts, cases, contacts, leads, and opportunities.
Get optical character recognition (OCR) models that detect alphanumeric text in an image with Einstein OCR. You access the models from a single REST API endpoint.
Detect Text in an Image with Einstein OCR (Generally Available)
Get optical character recognition (OCR) models that detect alphanumeric text in an image with Einstein OCR. Access the models from a single REST API endpoint. Each model has specific use cases, such as business card scanning, product lookup, and digitizing documents and tables.
When people subscribe to a report, a new option lets them choose to receive results as a .csv file attached to the subscription email. The email itself includes the report name in the subject line, but there is no email body. Row-level record details are included in the attached .csv file instead. And small changes to the Edit Subscription menu design include a new Attach File button and a refined layout.
In Setup, from Reports and Dashboards Settings, select Let users attach reports as files to report subscription emails in Lightning Experience, and save your changes.
To attach files to a report subscription, subscribe to a report, click Attach File, choose Details Only. The attachment format is Comma Delimited .csv by default. Optionally change encoding or keep the default, and save your changes. The edit subscription dialog shows that the subscription includes an attachment. Finish setting other subscription criteria, such as frequency, and click Save.
No need to install a package, just enable the app, click to run, and sit back while we inspect your org. Quickly identify issues that require immediate attention by using the sortable results list view. Read through the Salesforce recommendations to plan next steps. Use quick links on result pages to go directly to the applicable Setup page. Previously, you could only consume Optimizer content by scrolling through an English language report delivered as a PDF file.
How: From Setup in Lightning Experience, enter Optimizer in the Quick Find box, then select Optimizer.
From the list view, it’s a click away from the full results (1) and recommendations (2) and the Setup page to make any changes (3) for over 40 features analyzed as part of the Optimizer.
Review Important Org Changes with Release Updates (Beta).
Understand and act on updates that impact your Salesforce org using an improved user interface. View your updates and alerts information in a single, easy-to-use page.
From Setup, type Release Updates in Quick Find. The release updates page has four tabs: Needs Action, Due Soon, Overdue, and Steps Completed. The page view defaults to Needs Action. From this tab, select a release update to review. You can:
Check the Complete Steps By date; testing may not be supported after this date.
View in which release an update is automatically enforced. For specific dates, go to https://status.salesforce.com/ and check information about your instance.
Learn more about an update, including the impact you can expect it to have on your org, by clicking View Details.
Start or stop a test run, and view step update history by clicking Get Started.
Proceed with the update steps and confirm when you finish them.
In Flow Builder, use rollback mode and let it save you the hassle. You can now use the debug option in Flow Builder for schedule-triggered flows. And the debug option includes the Lookup screen component so that you can set record variables more easily. For example, a flow updates a child record that causes an Apex trigger to fire and to update the parent record. The update to the parent record is also rolled back.
How: To use rollback mode when you debug an autolaunched flow, click Enable rollback mode.
Previously, to select the trigger type for a flow, you double-clicked the Start element. This design made it difficult to discover flow triggers. And errors were possible when you added other elements to the canvas before you configured the trigger, when that trigger didn’t support those elements.
How: Create a flow. Choose the flow type and click Create. For record-changed, scheduled, and platform event flows, the Start element includes other configuration options. For example, for scheduled flows, the Start element provides options for setting a schedule and choosing an object.
Click Show Advanced in the Save as or Save the flow window. Select a different trigger type or flow type in the Type dropdown. If you change the trigger type for your flow, save it as a new flow.
When: Salesforce plans to end support for Aura components in the ui namespace on May 1, 2021. You can continue to use these components beyond May 1, 2021, but we won’t accept support cases for them after that date.
Please refer to the list of the components being deprecated here.
Customize a component’s behavior based on whether the current user has a specific permission. To check a user’s permission assignment, import Salesforce permissions from the @salesforce/userPermission and @salesforce/customPermission scoped modules.
How: To check whether a user has a permission, import a static reference to the permission and evaluate whether it’s true or false.
Custom permissions can include a namespace. Orgs use namespaces as unique identifiers for their own customization and packages. If the custom permission has a namespace, you must prepend the namespace followed by __ to the permission name.
For all the features for Summer 20 Release Notes, please refer to the Salesforce website.
Salesforce Summer 20 Release Date
Here’s the new Summer ’20 release schedule:
Sandbox preview: May 29-30, 2020
Summer ’20 Production release
First Release window: June 12
Second Release window: July 10
Third Release window: July 17-18, 2020
On March 16, 2020, our CEO Marc Benioff shared an update regarding our response to COVID-19 and reiterated our commitment to continue to deliver the highest levels of performance, availability, and security. That commitment includes making any necessary adjustments to create stability and consistency for our customers.
Salesforce Summer ’20 Release Date Schedule Calendar
The Sandbox Preview window for Summer ‘20 begins on May 29, 2020. Get early access and take advantage of exciting new features, functionality, and customizations
For more details on the release calendar, please visit salesforce website.
Stay Home, Stay Safe, and Stay Healthy. Let’s fight the pandemic together.
Hi Ankush! When does the Salesforce Certification tests update their version of the tests? I mean if I am enrolling for a certification test today, I see the version as SP’20 but if I register today and book my test for July 4th, 2020
1. Does my test update to Summer’20 exam?
2. Will I be answered questions from the Summer’20 release notes?
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Hi Ankush! When does the Salesforce Certification tests update their version of the tests? I mean if I am enrolling for a certification test today, I see the version as SP’20 but if I register today and book my test for July 4th, 2020
1. Does my test update to Summer’20 exam?
2. Will I be answered questions from the Summer’20 release notes?
Great post! I got all information needed, thanks for the blog post.
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