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The Top 5 Most Treasured Summer ’20 Release Features
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The Top 5 Most Treasured Summer ’20 Release Features

Every major Salesforce release brings hundreds of new features and enhancements across a wide variety of products and clouds. Here are the Summer ‘20 top five requested features.

The published Release Notes for Summer ’20 brings hundreds of new features and enhancements across a wide variety of products and clouds.

Six weeks ahead of the production release dates, we kick off our Treasure Hunt, an online event in the Release Readiness Trailblazers Community, where we crowdsource the community’s favorite features. Members dig into their prerelease orgs or preview sandboxes and share the gems they appreciate the most.

Here’s a quick review of the top 5 features in Summer ’20, ranked by the community.

1. Dynamic Forms on custom objects

What is it? 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.

Why people love it: The more fields on a page layout, the more the Record Detail component becomes a monolithic block of uncustomizable fields. Dynamic forms provide simpler layout management, better page performance, and visibility rules to show and hide fields and sections.

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Learn more: With Dynamic Forms, you can migrate the fields and sections from a page layout as individual components into the Lightning App Builder. Then, you can configure them like the rest of the components on the page, and give users only the fields and sections they need.

Note: With Summer ’20, Dynamic forms support custom objects only. It will be available for standard objects in a future release.

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2. Split View for standard navigation

What is it? With Split View you can now see a list view and a record side by side in a standard navigation Lightning App.

Why people love it: No more navigating back and forth between list and 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.

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To access split view, select Split View from the Display As drop-down menu. If you select a split view for an object, that object automatically loads in a split view until you change its Display As view.

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3. New In-App Guidance Builder

What is it? The In-App Guidance Builder has an improved interface for authoring in-app prompts and walkthroughs. Now there are more options for positioning and creating prompts.

Why people love it: It’s easier and more intuitive to create prompts and walkthroughs. The user interface for authoring in-app guidance is now similar to other Salesforce builder tools.

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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.

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  1. The right sidebar is where you specify the in-app guidance type, prompt type, position, and content.
  2. When you create a walkthrough, a left sidebar appears to display all the steps of the walkthrough.
  3. Return to settings by clicking the settings icon in the builder header when editing a prompt.
  4. Helpful instructions are on the header.
  5. Access other in-app guidance on the page from the dropdown at the top.
  6. See the status of the in-app guidance you are editing on the top right.
  7. Use action buttons, depending on the in-app guidance type and if you’re previewing or authoring.

4. Attach CSV files to report subscriptions (beta)

What is it? When people subscribe to a report, a new option lets them choose to receive results as a CSV file attached to the subscription email.

Why people love it: This highly requested feature retires 89,310 Points on the IdeasExchange.

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On the Edit Subscription menu, click the new Attach File button and choose Details Only. Row-level record details will then be included in an attached CSV file instead of in the body for the report subscription email message. To enable this feature in Setup, select Let users attach reports as files to report subscription emails in Reports and Dashboards Settings.

Edit subscription

5. Trigger a flow to run after a record is saved

What is it? Creating or updating a record can now trigger a richer flow to run after that record is saved to the database.

Why people love it: Previously, a record-triggered flow could only run before the record was saved, and could only make updates to that new or updated record. After-save record-triggered flows can access other records, perform actions, and use more types of flow elements. These flows can even replace most workflow rules and record-change processes that are built in Process Builder.

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Perhaps you’re familiar with Process Builder and using a record-change process to execute actions, such as sending email every time a new account is created. An after-save record-triggered flow can accomplish that same goal, but with these added benefits of choosing to trigger the flow to run only when records are updated, a standard list view for flows, and ability to access other object records and execute loops.

Configure trigger

If you like to see these new features — along with a whole bunch more — in action, view our Summer ’20 Release Overview Webinar recordings for demos and Q&A discussions with product experts. Learn how to make the most of Salesforce’s major releases with the Release Readiness Strategy Module and explore more Summer ’20 Highlights on Trailhead.

What treasures do you love in the Summer ’20 release?

Keep the conversation going and stay up to date on all the latest resources for Summer ‘20 and beyond in the Release Readiness Trailblazers Community.

Astro

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