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Top 5 Salesforce Summer ‘20 release features that skyrocket productivity

by | Sep 30, 2020 | Blog

Salesforce has just published its’ release notes for Summer ’20! It’s packed with a plethora of enhancements and newly introduced features for Salesforce clouds and products. And, with so many feature updates available, we had a whale of a time researching each one of them and are really amazed at the thought and the effort that must have gone in to make this happen. Picking just 5 to highlight is a tough task, but we’ve decided to give it a try. So, let’s dig-in deep to explore the top 5 handpicked Summer ’20 release features that will add agility and smartness to your Salesforce products and tools.

Here are some of the coolest Salesforce Summer ’20 Features

Dynamic Forms on custom objects

What is Dynamic Form?

Dynamic form is an advancement in the concept of Lightning record pages. It enables the users to configure the field objects and sections of records pages in the Lightning Builder App.

Why do people like it? 

The Dynamic Forms has a simple layout management system that helps Dynamic forms to make pages perform better and provides visibility rules to hide and show the fields and sections of pages.

Dynamic Forms on custom objects

Learn More:

 In the Summer ’20 release features, the Dynamic Forms gets more productive. It helps the user migrate the sections and fields from a page layout to the Lightning App Builder as an individual component. This way, pages can be configured like the rest of the page components. Also, it provides users with the field and sections they require.

Where to find it? 

This Salesforce summer ’20 release feature will be available in Lightning Experience in Performance, Unlimited, Group, Professional, Enterprise, and Developer editions.

Standard navigation with split-view

What is split view?

Split View is the new display view that allows you to see a record and a list view side-by-side in the Lightning App’s standard navigation. It helps you quickly skim through any set of records without having to navigate back and forth between lists and records.

Standard navigation with split-view

Why do people like it?

It enforces productivity in the user and helps them complete tasks without switching screens. The ability to collapse the split-view panel gives you the flexibility to switch to whichever screen is needed.

Learn more:

Accessing the split view is possible by drop-down menu, just select an object and that object will load into the split-screen view.

Where to find it? 

This Salesforce summer ’20 release feature will be available in Lightning Experience in Performance, Unlimited, Group, Professional, Enterprise, and Developer editions.

New In-App Guidance Builder

What is New In-App Guidance Builder?

The New In-App Guidance Builder is an improved interface that helps walkthroughs and designing in-app prompts with new options for creating and positioning prompts.

New In-App Guidance Builder

Why do people like it?

The UI for authoring in-app guidance is as similar and easy to adapt as other Salesforce builder tools. It is easy and intuitive to create walkthroughs and prompts with this tool.

Learn more:

Search and select In-App Guidance in the Quick Find box of Lightning Experience. Click the Add button to open a new tab with In-App Guidance Builder in it. This way, you can continue to build prompts and walkthroughs using templates.

Where to find it? 

This Salesforce summer ’20 release feature will be available in Lightning Experience in Essential, Unlimited, Group, Professional, Enterprise, Performance, and Developer editions.

Attaching CSV files into report subscriptions

One of the new Salesforce Summer release ’20 features is the ability to receive the results as a CSV file in the mail when subscribing to a report.

Attaching CSV files into report subscriptions

Learn more: 

The email includes the report’s name in the subject line. Row-level details of the records are available in the attached .csv file. Also, there are small changes to the Edit Subscription menu design to include an Attach File button with a refined layout.

Where to find it?

 This Salesforce summer ’20 release feature will be available in Lightning Experience in Essential, Unlimited, Group, Professional, Enterprise, Performance, and Developer editions.

Triggering flow to run after a record is saved

Previously, a trigger flow could only run before the Record can be saved, and the flow could only make changes to updated or new records. Now, updating, creating or accessing a record can be done by record-triggered flows after saving to the database.

Triggering flow to run after a record is saved

Why do people like it?

Record-triggered flows can now access other records and perform actions like editing, deleting, or creating after saving records to the database. These flows replace most workflow rules and even record-change processes built using Process Builder.

Where to find it?

 This Salesforce summer ’20 release feature will be available in Salesforce Classic and Lightning Experience in Essential, Unlimited, Group, Professional, Enterprise, Performance, and Developer editions.

This wraps up our top 5 handpicked Summer ’20 release features that are meant to boost the flexibility in workflow and induce productivity. Stay tuned for more Salesforce news and updates on the summer ’20 release.

To learn more about leveraging the latest Salesforce Summer ’20 Release, talk to our team now!

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