Five Things to Know About the Salesforce Summer ’20 Release


By JJ Gangelhoff

Salesforce has evolved once again. Its Summer 2020 Release Notes are live and ready to be digested by Salesforce admins around the world.  It’s the first step to prepare for the release, which will be rolled out to all users by July 18.

If you’re a Salesforce admin newbie, let’s first start with how to identify your instance’s specific release date.

  1. Open status.salesforce.com in a new tab.
  2. Type the name of your instance into the search bar and select it from the search results (there’s no auto-identification here, unfortunately).  The name of your instance is the actual Salesforce server on which your org is running and can be found on your Company Information page accessed through the Salesforce setup. Look for the field “Instance,” as shown in the screenshot below.
  3. Click on the Maintenance tab in the Status webpage and find the row “Summer ‘20 Major Release”. This row will have the date when your org will be updated to Summer ‘20.

As you read through the Summer ‘20 Release Notes, don’t forget to keep these things in mind. 👇

PRO TIP 1: Before reading the notes, keep this frame of reference in the back of your brain—as you review features, ask yourself if those new features could potentially replace any custom-built parts of your org. If you can solve a business problem through out-of-the-box functionality, always take advantage of the out-of-the-box functionality first. 

PRO TIP 2: To avoid deployment issues, make sure you get yourself acquainted with whatever planned production deployments you have for your org prior to the Summer ‘20 release. 

PRO TIP 3: Don’t forget to perform a regression test against Summer ‘20 critical updates and feature enhancements in use.

Here are top five Summer ‘20 release updates you need to consider for your org:

GET RETURNING TO WORK RIGHT WITH WORK.COM

Note: The Work.com features outlined below are available at additional licensing costs. For more information, please contact us or your Salesforce account executive.

Achieve Mission Success When Disaster Strikes
Use Emergency Response Management products and solutions to serve residents, communities, and agencies when they need it most. Provide access to emergency information, deliver care to those affected, and allocate resources and services with more speed and efficiency than ever before.

Manage Your Return to Work in One Place with Workplace Command Center
Workplace Command Center helps you monitor return-to-work readiness and decide when to safely bring people back to the workplace. When employees return to work, keep everyone safe by monitoring employee health and location readiness. Workplace Command Center comes with Employee Wellness Check components, Operations Feed, and Global COVID-19 Tracker.

Invite People Back to Work With Shift Management
You want to get your teams back to work, but have to do it carefully. Shift Management for Work.com helps you schedule employees’ return to their respective workplaces. Create facility plans and use wellness survey responses to schedule your transition through the COVID-19 crisis. Get insights into your workplace and employee utilization on Workplace Command Center’s home page.

Ensure Workforce Readiness With Trail Tracker
Track myTrailhead badge completion trends at specific workplace locations or across your whole company—right in your Workplace Command Center. Use that information to determine workplace readiness and to see how quickly your employees earn all your back-to-work badges on myTrailhead.

INTRODUCE MORE USER-FRIENDLY VIEWS TO YOUR SELLERS

Work Through Lists With Ease Using Split View for Standard Navigation
Are you a multitasker who finds yourself working through multiple records in a list at a time? Look no further; all of your viewing woes are over. If you’re a non-console user and using standard Salesforce views, you now have access to split view, a feature that’s traditionally only been provisioned through console-related licensing. 

With split view, you can see a list view and a record side by side. In order to jump to a new record, you simply select it from the split view, and a new record opens with the list still in view. No longer is it necessary to navigate back and forth between your list and records. Split view is super useful when moving through records in sequence or for quickly skimming through a set of specific records. Additionally, the split view panel is collapsible for extra flexibility.

Get Guidance on Your Company’s Processes in KanBan Views
KanBan views are one of the most underrated Salesforce functionalities right now. If you’re a sales rep who’s managing varying account opportunities, you can now benefit from the same Guidance for Success tips and expertise that you can access through Paths in KanBan to work deals. When you use a Path to specify Key Fields or Guidance for Success, corresponding KanBan views will now surface that information too.

EVOLVE AUTOMATED PROCESSES QUICKLY WHEN UNCERTAINTY PRESENTS ITSELF

Know When Companies are Cutting Costs
Keep a weather eye out for industry lifecycle stages and competitor growth and decline by staying educated on which companies are cutting costs through Einstein Account Insights. Same as Account Insights, Cost-Cutting Insights can now appear (in real-time) in front of business development reps to make more informed decisions on how to identify, nurture and acquire new customers while driving bottom-line revenue. 

These Cost-Cutting Insights are supercharged with articles from reputable, English language-based news sources. Note: this feature is available for Sales Cloud Einstein licensing only.

Use Quick Actions to Assign Tasks to Queues
Sales reps are always collaborating with other sales reps on completing one-off tasks. Save them time by setting up Quick Actions on record pages or Global Actions so a group of users can assign a Quick Action to a queue and not just an individual user. 

For instance, if your sales rep needs additional support with a customer, a sales leader might go to the customer’s account record and click a “Sales Support” Quick Action to create a task record that is assigned to your Sales Support team.

PROVIDE SERVICE AGENTS WITH TRANSPARENCY INTO RECORD RELATIONSHIPS

Show Extended Record & Polymorphic Relationships With the Related Record Component
Your customer service reps can now understand customer context information with fewer clicks. To do this, agents can take advantage of the newly updated Related Record component to track down two levels of record relationships. Here’s an example: 👇

Say there’s a specific discount being applied to a specific product (or service). 

Now say, you have a customer that calls a customer service rep about not receiving the right discount amount off their shampoo online. 

So the customer service rep navigates to the child record (the discount record). 

And now, with the new release, that agent is able to both view and edit both the parent record (an Account Record) that might be associated with their account AND the grandparent record (an Account Record).

EMPOWER YOUR OWN SYSTEM MANAGEMENT PERFORMANCE WITH MORE ROBUST REPORTING & CUSTOMIZATION CAPABILITIES

Discover Details About the Flows You Build With the Screen Flows Report
Flow is every Salesforce admin’s best friend—and for good reason. Salesforce has been pouring money and resources into perfecting this advanced automation tool’s ability to allow admins to run reports off of the flows they’ve built. Flow is an application that gives system admins the report cards they need to analyze how well the system they’ve built is performing against an organization’s goals. Flow is especially helpful for troubleshooting in this regard. 

With the new release, Salesforce admins can now analyze the time spent in Screen Flows by using a prebuilt reporting tool that helps them identify who’s running which screen flows. 

The new Sample Flow Report—Screen Flows custom report type and report are ready to go— no configuration (on your part) is required.

Pass in the Record When Launching a Flow From a Lightning Page or a Quick Action.
Now, it’s a walk in the park to pass records into your flows and prepopulate fields like client meeting notes. Each quick action automatically passes the record into the flow’s record variable named “recordId.”In Lightning App Builder, a simple checkbox lets the Lightning page pass the record into a record variable in the flow.

Get in Touch

Need an extra set of eyes with implementing any of these release features? Talk to JJ or another one of our experts today.

 

ABOUT THE AUTHOR

JJ Gangelhoff is a Solution Architect at Canpango. JJ’s 5+ years of CRM consulting experience has helped him build applications and systems that not only positively impact his clients’ day-to-day workflows, but also elevate employee satisfaction and engagement through intuitive user experiences. JJ has helped create operational success for an expansive array of industry sectors including insurance, retail, financial services, software, contract research, pharmaceutical, refining & chemical, and home & office products.

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