Winter has been especially cold, harsh and long in the Central US where I live. The meteorologists can’t seem to provide forecasts that I like so I decided instead to focus on the Summer forecast of Salesforce new features.
I took at look at the Salesforce Lightning roadmap that Salesforce provides and reduced the pages and pages of features down to just the features planned for Summer 2019.
While there are several Reports and Knowledge enhancements on the Summer 19 Roadmap. I think the hottest Summer 19 feature will be the Related List Preview showing up to 10 columns and the ability to Filter Related Lists. Just think how useful and efficient that will be to end users to see key information at a glance AND interact with it without having to drill-down to another page.
One of my favorite features of Summer 19 will definitely help automate and save your end-user time and mistakes, but sadly will probably be underutilized. I am referring to Macros with Conditional Steps. If you have not already I strongly encourage you to build Macros for your Salesforce end users. With macros, repetitive tasks–such as sending an email and updating a case status–can be reduced from multiple clicks to one. Macros work great today already and the addition of conditional steps will make it an even more powerful tool.
I can’t wait for these and the other hot new Summer 19 features to be released to Sandboxes about mid-May and in Production around mid-June. Hopefully summer will be here before we know it.
Here are all 18 features listed on the Lightning Roadmap as of March 2019:
- Dashboards: Scheduled refresh (without email)
- Reports: Historical trending in tabular format (create, edit)
- Reports: Joined reports
- Reports: Notifications
- Branding and Theming: Per Lightning app
- Related Lists: Show up to 10 columns on preview
- Related Lists: User filters on related lists
- Console Chrome extension
- Utility Bar: Right-align buttons
- Accounts: Account Partners related list
- Opportunities: Opportunity partners
- Lightning Knowledge: Detach related files
- Lightning Knowledge: Inline edit
- Lightning Knowledge: Knowledge Component Action — Insert URL to Case Publisher
- Lightning Knowledge: Knowledge Component available for all objects (search only)
- Lightning Knowledge: Mass actions (delete, submit for translation)
- Macros: Conditional steps
- Social Customer Service: Mass approvals and recall
Whew! Once again Dreamforce proved to be an amazing four days of learning, networking, and peering into the future of Salesforce.
I don’t know about you, but I only now feel like I’ve got caught up on the work I missed and readjusted to my time zone to finally have time to digest all that I learned at DF14. Here’s my plan of attack post-Dreamforce:
1. Expo Hall Vendors
According to Fitbit, I chocked up 36.89 miles of walking the week of Dreamforce–most of that on the floor of the expo hall. Now I’m getting tons of calls and emails from all the booths I stopped by (which was just a fraction of the total booths). I grabbed a flyer for those vendors I felt had the most compelling solution for my needs. I keep these near my desk so that when a vendor calls I can dig for their flyer to remind myself about them. If they don’t have a flyer–well then good luck Mr. Telesales because I’m expecting you to sell me.
I also went through my flyers post-Dreamforce to see which ones I want to learn more about. I try to notate on them while at the booth my initial thoughts so I can recall them later and determine which ones I want to see a demo of.
2. Dreamforce Breakout Sessions
After Dreamforce I like to re-read the notes I took for the sessions I attended. I also check out the Dreamforce section of Success.Salesforce.com to download the presentation.
Due to schedules, it wasn’t possible to attend all the sessions I wanted to. Fortunately, I “Favorited” them so now I can go back to the ones I favorited and download those presentations, read the Chatter comments and, in most cases, catch a recording of them.
3. Dreamforce Announcements
Obviously lots of new products and features, like The Analytics Cloud, Journey Builder for Apps, Process Builder, and Lightning, were announced at Dreamforce product keynotes. Now that I’m back home I take the time to learn more about these products to see if they are a good fit for me.
4. Dreamforce at User Group Meetings
Despite my best efforts, I almost always tend to miss something really noteworthy or helpful that was shared at Dreamforce. That’s why I love connecting with other users at my local User Group meeting to see what they saw and learned. Be sure to find your local Salesforce User Group today and don’t miss their post-Dreamforce meet-up.
Lastly, I type up all my notes from the vendors, sessions and keynotes into one central document that I can reference in the future and distribute to my co-workers.