Salesforce Summer 19 Release Overview

Summer ‘19 Release Overview Deck

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Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
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Forward-Looking Statement

 InApp Guidance
 Lists
 Full Record View
 Search
 Lightning on iPad (Beta)
Overall User Productivity
Additional features (may involve additional cost)
 Surveys
 Lightning Scheduler
 MyTrailhead
NEW: Introducing the new Salesforce Mobile App, coming late 2019
 Get a sneak peek and sign up for the Pilot

Core Sales
 Forecasting
 Territory Management
 Accounts
 Path
 Product Schedules
Sales Cloud
Sales Productivity
 Einstein Activity Capture
 Lightning Email Experience
 Email Templates
 Activities
 Calendar
Additional features
(may involve additional cost)
 Google Integration
 Microsoft Integration
 Inbox App
 High Velocity Sales
 Lightning Dialer
 Pardot
 CPQ & Billing

 Case Management
 Case Merge (Beta)
 Agent Productivity
 Conditional Macros
 Lightning Flow for
Service
 Actions & Recommendations
 Quick Actions
 Channels
 Messaging
 Chat
 Email
 Social Customer Service
Service Cloud (additional licensing may be required)
Other/Add ons
 Field Service Lightning
 Time Sheets (Beta)
 Shifts
 Mobile Enhancements
 Dispatcher Console
enhancements
 Omni-Channel
 Attribute-based Routing (Beta)
 Supervisor features
 Knowledge
 Knowledge Component
Everywhere
 Inline Edit drafts
 Insert Community URLs in case
emails
 Right-to-left support
 Actions

 Report Builder
Enhancements
 Row level formulas
 Historical Tracking
 Conditional Formatting
 Subscriptions
 Report Notifications
 Dashboards
 2 level sorting, subtotals
Analytics
 Einstein Analytics enhancements
(add-on licence required)
 Filter logic UI
 Dots in Combo Charts
 New App templates
 Einstein Analytics for Financial Services
 Einstein Analytics Dashboard Component
 Einstein Discovery: Einstein Predictions

 Lightning Flow
 New Flow Builder enhancements
 Flow Templates
 Automation Home (Beta)
 Use Custom Metadata Types in
Process Builder
 Notification Builder
 Notification types
 Globalization
 Right-to-left support
Customization and Development
 General Administration
 Salesforce Connect
 Change Data Capture
 Event Monitoring
 Authentication & Identity
 Shield Platform Encryption
 Platform Events
Platform DX
 Lightning Web
Components
 Apex
 Visualforce

 Financial Services Cloud
 Einstein Analytics for Financial
Services Cloud
 Insurance Agent Console App
 Lightning Flows for Financial
Services Cloud
 Person Live Events
Industries and Communities
 Health Cloud
 Life Sciences Program Management
 Care Program Lightning Component
 Communities
 Mobile Publisher
 New Lightning App for CMS (Beta)
 Lightning Self-Service
enhancements
 Partner community enhancements

Salesforce Overall
User Productivity

In-app guidance (Beta)
https://releasenotes.docs.salesforce.com/en-us/summer19/release-
notes/rn_lex_optimize.htm

On-board and train users, highlight configuration changes, introduce features, and more
Use clicks, not code to create prompts

Admins can use clicks, not code to create in-app guidance to engage directly with their
users.
Add In-App Guidance for Training, Onboarding, and News (Beta)
Search for “Guidance” in Setup to launch the
Declarative Authoring UI and click Add Prompt
Open an Authoring Bar that will allow them to add prompts
as they navigate to various pages.

Click “Add Prompt” to open the dialog and simply walk through
the process steps for creation.
To view other prompts that might exist
on this page already, click “Prompts
on This Page” to preview and edit.
The Authoring bar enables the
creation, editing and previewing of
prompts.
Simply navigate to the desired page
and click “Add Prompt”.

Place it near the item or area you’re discussing in the prompt message, but not
overlapping it.
Choose where to position the prompt and who sees it
The Docked Prompt will show in the
bottom right of the page and show up
to 4000 characters, including html
markup via the Rich Text Editor.
The Floating Prompt will appear in 1
of 6 positions. Tip: Place it near the
item or area you’re discussing in the
prompt message, but not overlapping
it.
Allow Everyone in the Org to see the
prompt, or restrict it so it shows only
to users with specific permissions.

Provide some brief content in the body of the prompt.
Give the prompt a Title
Give the prompt a Title and provide
some brief content in the body of the
prompt.
Provide a button label for the user to
dismiss the prompt.
This is the button click that is tracked
for reporting and in the main list view
page for prompt authoring.

Ensure the best user experience by preventing multiple prompts from appearing at once
Choose the schedule to show the prompts to the users
Choose the schedule to show the prompts to the users.
Pick a start date and optional end date.
Also choose how many times to show the prompt and
the delay of days in between.
A user won’t see subsequent prompts any more
frequently than once per 24 hours, so the system
automatically creates a delay to provide a positive user
experience.
If the user clicks the Action Button, they will not be
shown the prompt again, no matter the number in the
“Times to Show”.

Admins/ISVs can include In-App Guidance with Custom Apps and deliver via managed
packages
Create a managed package and include prompts
Create prompts for Custom App and
include in managed package for
distribution to subscribing Orgs.
Handy if you’re an admin for several
orgs!

Lists
notes/rn_lex_enhanced_related_lists.htm

Show up to 10 columns, resize and sort your columns, perform mass actions, and wrap
text.
Enhanced Related Lists

Use quick filters in your related lists to find the data that you’re looking for.
Zoom Through Related Lists with Quick Filters

Full Record View
notes/rn_record_page_default_view.htm

.. the current UI is so different, I need to invest money and time to retrain my users.
Even then, they still just want the UI they are used to.
I would like to move to Lightning Experience but ..
Record Details (behind a tab)
Related Lists
(excluding Activities)
Activities as a separate
component
Related List
Quick Links (hovers)
Record Details
Related Lists
(including Activities)

Related Lists
Transition to Lightning Experience faster, smoother, and with less friction than ever
New Full Record View
Related List
Record Details
Related Lists
Related List
Record Details
Related Lists

Admins can pick which view they want
Current Lightning Experience v Full Record View

Surveys
notes/rn_general_salesforce_surveys.htm

Email Integration
Introducing a brand new distribution channel
for surveys
Embed Question in Email
Embed questions like NPS, Scoring and
Rating within an email
Mobile Readiness
Survey taker experience has been
enhanced to support all devices and
browsers as per Salesforce’s device
compatibility matrix
General Fit and Finish
New background image and alignment of
answer choices.
Collect actionable data by connecting with your customers.
Salesforce Surveys

Search
notes/rn_search.htm

On the search results page, it’s easier for users to see which objects were searched and
how many results were found. No more wasted time guessing.
See Which Objects Were Searched at a Glance

Lightning Scheduler
notes/rn_search.htm

Precision Scheduling with Self-Service
Customers can now book and manage appointments
with the right resource at the right time and the right
location using the standard out-of-the-box appointment
scheduling flows.
Available in Communities and via Embedded
Service
Embed Lightning Scheduler flows on Communities, or
on a custom website via Embedded Service to enable a
tailored customer appointment scheduling experience.
Tailor the Experience with Template Flows
All Lightning Scheduler appointment scheduling flows
are available as templates in the Flow Builder, so an
Admin can easily clone and customize. Also, leverage
the individual UI screens with the invocable actions to
build new appointment scheduling experiences.
Inbound Scheduling with Lightning Scheduler
Streamline Customer Appointment Scheduling

Lightning Experience on iPad (Beta)
notes/rn_lex_on_ipad.htm

Same Desktop Lightning Experience on an iPad
Lightning Experience on iPad Browsers (Beta)

Turn on “Lightning on iPad Browsers (Beta) to enable the full desktop Lightning
Experience for all users on iPad browsers
Simple for an Admin to enable for their Org

Users with slow iPads, old iOS, or wrong browser are prompted to improve their
Lightning Experience
User Warning to make users aware of device issues
Users are prompted if their iPad is running slow
(older model), their iOS is out of date, or they
are not using Safari
● Show each issue once. They would be shown
again after each release upgrade if issue
persists
● The prompt will be shown once with all possible
issues once the speed test is done
● All events will be logged to include details about
why it was logged

Create as many myTrailhead modules and trails for your users as you like.
myTrailhead - Reinvent Learning at Your Company
Trailmaker Content
Format your content, add graphics and videos,
and create quizzes with Trailmaker Content, an
intuitive content-styling tool.
Trailmaker Release
Create releases for your content, and publish them
with the click of a button using Trailmaker
Release.
Build Trailmixes
Learning paths that combine your custom content
with resources outside myTrailhead to offer a well-
rounded educational experience.

Introducing: The New Salesforce Mobile App
Coming late 2019, Pilot open in Summer ‘19

Every mobile user gets a new level of productivity, personalization, and speed
The New Salesforce Mobile User Experience
Get to Your Apps Easily
Unified with the Lightning Experience, mirroring
user’s preferences; New personalized App
Launcher
Be More Productive
New modern navigation; Rich unified Record
Pages with powerful mobile features
Work Fast
Siri Shortcuts for quick data access; Rich
actionable push notifications
Powered by Lightning

Become a mobile hero by building powerful mobile apps tailored to your users' needs
The New Salesforce Mobile Builder Experience
Build Fast
Build once, run on both desktop and mobile;
Optimize for mobile using new App Builder features
Build Custom
Customize record pages with enhanced use
of Lightning Components and visibility rules
Empower Users
Enable quick access Siri Shortcuts and build
actionable push notifications with clicks
Powered by Lightning
Cheryl Feldman
Salesforce MVP

Pilot the all new Salesforce App on your
Sandbox and Developer orgs.
Please sign up here!
Pilot Open for Summer ‘19!
All New Salesforce Mobile App, coming late 2019

Forecasting
notes/rn_sales_features_core_forecasting.htm

Say goodbye to Data Loader and the API, at least when it comes to managing
quota data. Now you can easily add and update quotas on the new Forecasts
Quotas page in Setup.
Forecasting Quota UI - Easy tool to upload/update quotas
Select the period, forecast types, and
product family (if product family
forecast types)
Update the quota through a list. There
is option to mass edit records and
search to make it easier to find specific
records.

Users can use quick actions to edit an opportunity without leaving the forecasting
tab.
Improved list view on the Forecasts Page
Adjust width and wrap text

One page view of territory forecast
Territory Forecast Summary View
See all territories forecasts
that a user belongs to

Territory Management
notes/rn_sales_features_core_territory_management.htm

Assign Territories on Lightning Account Page
Assign Territories More Easily in Lightning Experience

Territory Objects in Lightning Object Manager
Do More with Territory Management Setup
Perform administration and
configuration tasks, such as
add custom fields, modify
page layout, define triggers,
on territories objects within
Lightning object manager,
instead of switching back to
Classic.

Path
notes/rn_sales_features_core_path.htm

Admins can now celebrate the success of their users by configuring confetti within the
Path component.
Path Celebrations
Close a big deal on the road?
We can make it rain confetti on
the opportunity on Salesforce
Mobile.

Admins can configure their successful state and
the frequency of the celebration.
To set it up:
• Enable Celebrations for the Path
• Select the Picklist Values that will trigger the
celebration. Note: Lead Convert stage is not
supported.
• Set the frequency of the Celebration. This will
randomly trigger the celebration for your end
users. For example an admin might select
“Always” for the New Business Path and
“Sometimes” for the Renewal Business Path
Promote positive behavior and make work more enjoyable by adding moments of
celebration to your business process.
Celebrate the success of your users with confetti in Path

Manage your leads on the go.
Path with key fields and guidance is a great way to streamline
your lead management process on the Salesforce mobile app.
The Path component will appear on the Salesforce Mobile App
when the admin configures a path on Lead/Record Type
Key Fields and Guidance can be configured in Path setup
Guide your users along the steps in your lead process on mobile
Mobile Path on Lead

Accounts
notes/rn_sales_features_core_partner_related_list.htm

Users can now manage partner relationships for their accounts and opportunities
Account & Opportunity Partners – now in Lightning Experience
Partners Related List on
the Account Record
Home
Add Account Partner
Partners Related List on
the Opportunity Record
Home
Add Opportunity
Partner

Customize the related list layout and configure partner roles
Account & Opportunity Partners - Setup
Set one primary
Partner
Partner Roles can be
configured in Setup
Select any Account or Person
Account. All Opportunity
Partners are also added to the
Account Partner Related List

Products
notes/rn_sales_features_core_products.htm

Meet your unique business needs with customizable product schedules
Customizable Product Schedules
Enabling Customizable
Schedule will add “Line Item
Schedule” to the object manager
and disable the Classic actions
on Product Schedules

Line Item Schedule is added to the object manager
Customizable Product Schedules Setup
Line Item Schedule in
Object Manager
Custom Buttons/Links
Custom fields, validation
Rules, triggers, etc
supported.

Einstein Activity Capture
notes/rn_sales_productivity_einstein_activity_capture.htm
If you have at least one Einstein Activity Capture user through
Sales Cloud Einstein, High Velocity Sales, or Inbox, you can use
Activity Metrics.

Control when non-Einstein Activity Capture users see Einstein Activity Capture activities
Einstein Activity Capture for Everyone
Admins determine whether or not to allow non-Einstein
Activity Capture users to see activities captured for
Einstein Activity Capture users.
If the preference is enabled, non-Einstein Activity
Capture users will now be notified in the Activity
Timeline that they might see activities captured for
Einstein Activity Capture users.

Easy configuration of sync and capture settings
Enhanced Einstein Activity Capture Setup
Sync/capture settings panel
explains what to expect based
on the selections made.
Recommended setup enables
you to make the most out of
Einstein capabilities.
Now also available to try out in
sandbox.

Track EAC and Lightning Activity Metrics
Monitor key metrics associated with activities logged in
Lightning as well as those captured by EAC
Monitor all activities with your customer. Know when to re-engage.
Activity Metrics
Leverage the Salesforce Platform with Metrics
Use metrics where it matters: Process Builder, Triggers,
Reports, List Views, and individual records.
Last Activity Date Today’s Activities Last Email Date
Next Activity Date Last 7 Days Activities Last Meeting Date
Inactive Days Last 30 Days Activities Last Call Date
Last Task Date

Email Experience
notes/rn_sales_productivity_email.htm

Images can be uploaded from your desktop or referred to by URL link
Images can now be embedded into emails
Click on the inline image
icon to browse or upload
an image.

Users can also choose to open all emails with the default desktop email client as well.
Clicking email addresses will launch the Email Composer
Clicking on email address
pops up the email composer

Right to left languages like Arabic, Hebrew, and Farsi are supported for Lightning Email.
The user interface will be displayed right to left and emails can be composed right to left.
Right-to-Left Support

Email Templates
notes/rn_sales_productivity_email_templates.htm

Letterheads are automatically available in Lightning in the App Launcher
Enhanced Letterheads
Click on Enhanced
Letterheads from the App
Launcher to get to the
Home
Create a letterhead by clicking
“New.” Only Admins and users
with modify all data permission
will see the button

Edit the name and
description fields
Click the pencil
icon for inline edit
Letterheads are public and visible any users who have access to templates
Only Admins and Modify
All Data users will see the
edit, clone, and delete
actions
Enhanced Letterhead Record Home

Letterheads are automatically available in Lightning in the App Launcher
Click on Enhanced
Letterheads from the App
Launcher to get to the
Home
Create a letterhead by clicking
“New.” Only Admins and users
with modify all data permission
will see the button
● Standardize the information in the
header and footer of an email
template with enhanced
letterheads (e.g. logo,
disclaimers, etc.)
● Create your enhanced letterhead
in a rich text editor, or paste in
your own custom HTML for full
control of styling
● Add merge fields, images, and
links

Note: Letterheads can’t be added/removed from a template in the composer. This must
be done on the template record home
Adding an Enhanced Letterhead to an Email Template
Search for and select letterheads
through the lookup. Most recently
viewed letterheads will appear at
the top
Note: Letterheads can only be added to
templates that use handlebars merge language
(HML) or no merge tags.
If your email template has merge fields with three
curly braces ({{{), you’re using an HML email
template.
If the merge fields have one curly brace with an
exclamation ({!), you’re using a SML email
template.

Add an inline image by
clicking the icon. You can
upload a new image, select
one from your Salesforce
files, or insert an external
image URL
Insert an external
image by pasting in
the image URL
Make your email messages stand out by including images in your emails templates and
letterheads.
Include Images in Your Email Templates and Letterheads

Email Templates Home in Console Split View
See the Entire Email Template in the Sales Console
The Email Templates Home
and Template Record Home
pages will open in full screen
mode in split view.

Agents using your templates to
respond to customers no longer
have access to the Save as new
template and Save template menu
items.
Note: Agents can still create and edit
templates from the Email Templates
home in Lightning Experience.
Keep Messaging on Target in Case Emails
Save and Save As is disabled in the Case composer

Activities
notes/rn_sales_productivity_activities.htm

Now it's easier than ever for Sales Managers to track tasks that belong to their team
‘My Team’s Tasks’ Filter Scope

Your sales reps can more easily take notes
now that the Notes composer pops out into its
own window from the utility bar.
Reps can move it around as needed, because
it isn’t docked to the bottom corner of the
window.
Note: Add Notes to the bar from the Utility
Items app setting. The Notes composer pops
out automatically.
Make it easier to multitask for your reps.
Pop Out Notes from the Utility Bar

Calendar
notes/rn_sales_productivity_calendar.htm

All the filtering, searching, and list view creation features are available, just like for other
objects!
Navigate to Table View via the Calendar tab’s view picker

Let sales reps create event series from wherever Quick Actions are available.
Create Recurring Events in “New Event” Quick Action
Recurring Events were Generally
Available in Spring ’19, but they
couldn’t be created from Quick
Actions.
Now they can simply by adding the
Repeat field to your Quick Action
layouts
Available for Event Quick Actions on
mobile as well.

Other Sales Cloud highlights
The following products may be available for an extra cost
or require an additional feature license. Contact your
Account Executive for pricing.

High Velocity Sales
notes/rn_sales_hvs.htm

Sales Cadences
Make your sales process easier by linking sales
cadences together.
Use Person Accounts with High Velocity Sales
Put Person Accounts through a Cadence and see
it in a customized work queue.
Work Queue: Sorting and Customization
Sales reps can sort leads to organize their work
queue. Admins can customize which information
reps see for each lead.
Collect actionable data by connecting with your customers.
High Velocity Sales

Lightning Dialer
notes/rn_sales_dialer_top.htm

Custom picker for call disposition
Customize your picklists to use existing call result
values.
Pop-out Dialer Panel
Users can multitask in Salesforce with their call panel
in a separate window
Add lead/contact/account to call list from record
details
add phone numbers to call lists from record detail
pages
Report call quality issues
Easily report any issues from the call panel.
For now, we support outgoing calls only to the United States and Canada
Lightning Dialer

Pardot
https://help.salesforce.com/articleView?id=pardot_rn_220
p_parent.htm&type=5

Maximize campaign effectiveness in real time
Campaign Insights (Beta)
Campaign Insights across
multiple campaigns appear
in Einstein Insights
component on home page
Multiple types of campaign
insights appear in Einstein
Insights component on
Campaign Lightning Page

Aligned Insights for Sales & Marketing
Marketing users need to understand that their
campaign efforts are creating engagement, while Sales
needs to understand who is engaging, and identify
strong leads.
Identify Engagement Patterns and
Trends
Visualize engagement over time to identify any
patterns or trends in campaign engagement.
Truly Actionable Insights
Segment and explore data to immediately take actions
directly from the dashboard
Enhanced engagement reporting on the Campaign record home
Engagement History Dashboard

Use Einstein Behavior Score in Process Builder and Workflow Rules
Get the best leads to your sales team faster.
Sync your Behavior Scores to Pardot for use
in Engagement Studio and other Pardot
Automation tools
● Create a custom field on the Lead or Contact
object to copy the Behavior Score to.
● Use Process Builder to copy the Behavior
Score into this new CRM field.
● Sync this new CRM field to a new custom
Prospect field in Pardot.

Ensure that users send professional-looking emails every time.
Salesforce Engage Default Template
Pardot admins can now select a 1:1
Pardot email template to serve as a
default template for Engage
Campaigns

Salesforce CPQ & Billing
https://releasenotes.docs.salesforce.com/en-
us/summer19/release-
notes/rn_sales_cpq_billing_overall_parent.htm

Einstein Pricing Guidance for Salesforce CPQ
Create guidance from historical data
Einstein Analytics powers a new tool for
pricing strategists to create guidance rules
Take the guesswork out of discounting
Sales reps can discount with confidence
Available for customers with CPQ+
New in Summer ‘19
Rules-based guidance to help optimize sales rep discounting
NEW

Enable Account Receivable ops or customer
service teams to credit invoices and invoice
lines in an easy and efficient way using the
Credit Center.
Credit Center allows crediting of multiple
invoice lines for any given invoice at once thus
reducing the time and effort required to credit
invoice lines.
Taxation support and the ability to understand
impact of credit before posting are also
included.
Manage Invoice Credits All in One Place
Salesforce Billing – Credit Center

Outlook Integration & Inbox
notes/rn_sales_outlook_integration.htm

Keep the log email pane pinned in the side panel
Log Emails from Outlook to Salesforce with Fewer Clicks
When reading an email, reps
select the Log Emails Faster
option. Then, as reps move
through their email, the logging
options appear first in the side
panel, without having to click Log
Email or Edit Logged Email.

View geolocation info in tracking feed (with Inbox license)
View Location in Email Tracking
Reps can view the location
where an email was opened
in the email tracking feed,
allowing them to be more
informed when following up
with customers.

Access Tracking Details for an Individual Email in Outlook
View email tracking information contextually on an email
When reading an email, reps
with an Inbox license can
view whether or not an email
was opened right from the
email itself!

Emails scheduled to be sent later will be logged on send (with Inbox license)
Schedule Emails to Send Later and Log to Salesforce When
Sent
Now it’s possible to enable both
the “Log Email on Send” and
“Send Later” toggles at the same
time, allowing reps to have emails
scheduled to be sent later logged
on send

Gmail Integration & Inbox
notes/rn_sales_gmail_integration.htm

Keep the log email pane pinned in the side panel
Log Emails from Gmail to Salesforce with Fewer Clicks
When reading an email, reps select
the Log Emails Faster option. Then,
as reps move through their email, the
logging options appear first in the side
panel, without having to click Log
Email or Edit Logged Email.

View geolocation info in tracking feed (with Inbox license)
View Location in Email Tracking
Reps can view the location
where an email was opened in
the email tracking feed,
allowing them to be more
informed when following up
with customers.

Inbox App
Some services and subscriptions include this feature for an extra cost.
For pricing details, contact your Salesforce account executive.
notes/rn_sales_inbox.htm

The brand new Inbox mobile deal closer
experience is the newest set of best-in-class
features to keep reps armed with intelligence
& productivity as they move into, throughout,
and out of their days.
Featuring:
Inbox Now, Record Overview, Meeting Wrap-
Up, View Salesforce Notes/Swizzle to Quip
The world’s smartest inbox just got smarter
Meet the Deal Closer mobile experience

Case Merge (Beta)
notes/rn_cases_merge.htm

Use Case Merge to clean-up duplicate cases by merging 2 to 3 cases at a time from the
List View or from within a particular case
Select cases to mergefrom List View or Case Record

Find cases to merge, compare and confirm merge

1. Selected fields are merged to the Master case.
2. Related records from the duplicate cases are
merged to the master case
3. Feeds from the duplicate cases are merged to
the master case.
4. Child cases of the duplicate cases are re-
parented to the master case.
5. Master case remains.
6. Duplicate cases are soft deleted. They will be in
Recycle Bin (for 30 days) and can be restored.
What happens when a record is merged?

Setup → Object Manager → Search
Layout → List View → Edit -- Ensure that
‘Merge Cases’ is checked
Setup steps
Case Merge (Beta)
Setup → Object Manager → Case → Case Page Layout →
Case Layout → Drag ‘Merge Cases’ in Mobile & Lightning
Actions to the panel below

Agent Productivity - Conditional Macros
notes/rn_productivity_macros_conditional.htm

Boost productivity by automating routine tasks based on a set of conditions and criteria.
Conditional macros

Lightning Flow for Service
notes/rn_flow_service.htm

Combine the top recommendations from
your Einstein Next Best Action strategies
with other next steps that your agents can
take. You no longer need a separate Next
Best Action component to show
recommendations to your agents.
Shuffle steps in the Actions &
Recommendations component so that the
order aligns with your workflow. You can
move items up or down within each pinned
or unpinned region.
Your one stop shop for all flow management.
Actions & Recommendations component

Let agents choose quick actions from
the component so that they can close
cases quickly, without heading
elsewhere.
Agents can send emails, log calls,
and perform other quick actions
directly from the list of actions that
you configure.
Stay on Track with Quick Actions in the Actions & Recommendations Component
Quick Actions

Routing
notes/rn_omnichannel.htm

Making Skills based routing more powerful by introducing the concept of required vs
optional skills for cases, leads etc. (non real-time channels).
Attribute-based routing (Beta)
If there is no agent-work match for required and optional skills, we drop optional skills
and check only for required in order to get the work assigned quickly.

Let’s managers perform actions
that are administrative in nature,
for example, changing skills of
an agent (adding and removing
skills) or moving an agent from
one queue to the other. Agents
do need to log out to make these
changes effective.
Manage Queue and Skill Assignments for Your Agents in Omni-Channel Supervisor
Supervisor Features

Channels
notes/rn_channels.htm

See Files from Email Messages in the Case's Files Related List
Make it easier for your agents to identify files that originated from customer emails or that
were sent to customers via email

Insert Files from Case and Email Messages into a Case Email
• Use the new Related Files filter in
the file selector for case email
attachments to select multiple files
at the same time to attach to the
case email.
• The system is smart enough to
detect duplicate files based on file
names and extensions and attaches
them only once.

LiveMessage is now called Messaging
notes/rn_messaging_service.htm

Use the guided setup flow to set up an Apple
Business Chat channel. You need your Business
Name and the corresponding Apple Business
Chat ID.
Agent can send/receive text and picture
messaging when customers initiate a
conversation from iMessage.
Apple Business Chat is now Generally Available
Connect to Your Customers with Apple Business Chat

LiveAgent is now called Chat
notes/rn_chat.htm

Conversational Conferencing Improvements
Chat Conferencing
Agent Initiates
Conference
Supervisor joins Customer view

Social Customer Service
notes/rn_social_customer_service.htm

Save time by approving and rejecting multiple posts at once in a Social Post list view.
Approve and Reject Social Feed Posts in Bulk

Knowledge
notes/rn_salesforce_knowledge.htm
Read Access included in all Editions
Knowledge Article Authoring included in Service Cloud Unlimited Edition and Essentials Edition
Authoring Available as an add on: Professional and Enterprise Editions

Knowledge Component available in all Objects
Knowledge Component Everywhere!
Add the Knowledge component to the
Lightning page for any standard or custom
object record home page
Users can search for Articles with it and can
author articles from it if the user has
authoring permissions.
NOTE: For now, only Case and Field
Service have the ability to attach/detach
and only case has actions like insert article
to email.

Knowledge authors can edit drafts in the standard Record Home page instead of the
modal by using the edit icons next to the fields in the record.
Inline Edit Drafts
This will only work on drafts. Editing inline on a published or archived version of an article is not supported as these
versions are not editable. To set it up, the page layout must have the “Publishing Status” field in the page layout.
Tip: Put it down in a properties section if it is not needed in the main body of the layout.

Insert URL is only available when
configured in Knowledge Settings in
Setup Home and only works on Case
emails at this time.
Insert URL into Email is available on
articles that are visible to Customer,
Partner, and/or Public Knowledge Base.
It will not show on an Internal Only
article.
Case users can now insert an Article URL from Communities or Sites from the Lightning
Knowledge Component into the Case Email.
Insert Community/Site URLs for Articles into Case Emails

Images that are copied to the clipboard can
be pasted into rich text fields while editing an
article. This will make adding images to Rich
Text Fields much easier, especially when
taking screenshots.
Pasting an image to a rich text field only
pastes the image from the clipboard.
Note: It will not paste the image if a
combination of text and an existing image are
copied and then pasted into the rich text field.
Easily add screenshots to your articles
Paste images copied to the clipboard to Rich Text Fields

Create a Global Action to be able to create a Knowledge Article from anywhere in
Salesforce.
Create Knowledge Actions and Global Quick Actions
Create a Global Action to be able to create a Knowledge Article from
anywhere in Salesforce.
Add the Global Action with Knowledge as a Target Object to the
Object (in this example Case) Page Layout Quick Actions.

This is what happens when user
language is set to Hebrew for
example. The page and labels
reorients to be right-to-left. The
article content could be translated
as well following our standard
translation processes.
Provide articles for customers across the globe with support for right-to-left text in
Knowledge.
Lightning Knowledge Supports Right-to-Left Languages

Field Service Lightning
notes/rn_field_service.htm

Timesheets (Beta)
Save time by auto-generating timesheets to track work
• Automate creation of time sheets with
templates. (Beta – Contact Salesforce to
enable)
• Set the frequency, start date, and time range
covered.
• Assign the template to a user profile
• FSL automatically creates time sheets for
those service resources.

Get Started with Shifts
Manage your workforce coverage
Shift Management is a new feature we are
introducing in Summer ‘19. This release
includes the data model that helps define shifts
and its requirements. Shift assignment is
manual in this release.
Use the new Shift standard Object to set up
shifts, assign Service Resource to a shift and
create Shifts for a Service Territory.

Service Reports Related Lists Sorting
Bring order into your service report lists
Order records in a service report’s related
lists by any number or date field.
For example, order the records in the Work
Order Line Items related list from earliest to
latest completion date.
Applies to all Related Lists in a Service
Report

Control the amount of time field teams spend on different types of work
Work Capacity Limits
• New data model that helps you configure the
number of hours you want to allocate for
specific types of jobs. Automation will follow
in subsequent releases.
• Set scheduling capacity limits according to
work type.
• Example: Ensure that repair work occupies no
more than half of your team’s weekly
scheduled hours.

Field Service Mobile Enhancements
Personalize the mobile experience with customer context
Move between apps with the right context
Streamline Mobile Navigation with Deep Linking
Dispatch Notifications
Select if mobile workers should receive notifications on
Assignment, Dispatch, or both.
Upload Multiple Images with Flows
Use your image upload flow to capture and select several
images at once. Access and upload files from the mobile
app.

Dispatchers can view jobs over a longer period of time
View up to six months of your team’s schedule on the Gantt with the new long-term view

Drag-drop appointments from map to the Gantt
Pop out the map and view the map and the Gantt side by side.

Quickly create and manage service crews using the crew management tool
Crew Teaming UI now Generally Available

Address last-minute scheduling challenges, make more informed scheduling decisions,
and minimize surprises for your team.
Enhanced Optimization (Beta)
Quickly re-optimize the
whole territory when your
schedule’s been derailed.
Incorporate time-of-day
route data into travel
time estimates.
Optimization
“recipes” for common
scheduling
challenges.
Check out the four
sample recipes
provided to get
started.

Reports
notes/rn_rd_reports.htm

Row Level Formulas (Beta)
No more creating custom fields in Salesforce, just to use in your reports! You can create
your own virtual column in each report.
The Beta needs to be
enabled under Feature
Settings in Setup

Historical Tracking Reports - Create/Edit
Choose up to five
snapshot dates for
viewing changes to
tracked fields.
Optionally add filters on
tracked historical fields,
filtering based on
comparison with other
fields or values.

Configure how the changes are displayed when running the historical tracking report
Capture changes in key business metrics over time
“Show Change” can show the difference in value of the
tracked field when comparing two snapshot dates.
“Format Change” configures whether positive differences
(or later dates) are highlighted in red or green.

Lightning Report Builder now has Conditional Formatting, which allows all Lightning
users to highlight their summaries in summary or matrix reports, so that they can easily
understand their data.
Make Data Stand Out with Conditional Formatting (Generally
Available)

Report Subscriptions
notes/rn_rd_subscribe_intro.htm

You can now add a condition to a report subscription to get notified
Report Notifications

Dashboards
notes/rn_rd_dashboards.htm

Lightning Dashboard Table Enhancements (2 level sorting, subtotals)
Sort Dashboard Components by Groups and Measures

Einstein Analytics Highlights
notes/rn_bi_analytics_cloud.htm
Einstein Analytics is available in Developer Edition and for an
extra cost in Enterprise, Performance, and Unlimited editions.

Use AND, OR, NOT keywords and parentheses to
allow for nested filtering logic.
Add multiple filters on the same field.
Use Filter logic to achieve ‘Does Not Contains’
filtering. Add a ‘Contains’ filter and use NOT in filter
logic to invert it. Example: NOT 1
Do Dynamic Filtering With Filter Logic
Instead of binding to the actual filters, you can bind
to the filter logic. Any filters not present in the filter
logic will be ignored.
The most asked Einstein Analytics idea on the IdeaExchange is coming!
Filter Logic UI - Users can define logic on filters in lenses &
steps.

Dots make creating bullet charts in
combo and time combo charts
easy.
Another example:
Use a bullet chart as a visual way
to compare pipeline health
between different regions and
within a region in one graph for
sales users.
Note: Dots are a fixed size and
can’t be changed. Unlike lines and
bars, there is no Show Value option
for dots.
Tired of bars & lines, now you can play with "dots" in combo and time combo charts
Customize Series as Dots in Combo Charts

Einstein Analytics comes with app templates so you can get
started quickly. Templates are designed with business users
in mind.
New for Summer ‘19:
• Analytics for Sustainability to get key performance
indicators about your organization’s energy use
• Fundraising Effectiveness to precise picture of annual
donor retention and attrition, donor gains and losses,
donation amount gains and losses, and other key
performance indicators.
• Public Sector Case Analytics to get instant insight into the
status of your cases, surfacing the ones that need
immediate action.
• Discover insights and prioritize deals with Einstein
Discovery for Sales by predicting metrics like Time to
Close
Get insights faster with new quick start Analytics Templates
Analytics Prebuilt Apps: New Templates and Enhancements

Uncover actionable insights faster with a new
suite of pre-built analytics apps specifically for
Retail Banking.
Analyze customer deposits and loans, your
referrals and activities, and even predict
customer churn and account growth using out-of-
the-box AI datasets.
Combines the FSC data model with the power of the Einstein Analytics platform.
Einstein Analytics for Financial Services

Quickly embed Einstein Analytics Dashboards on record pages that are dynamically
filtered by fields from the record object.
Einstein Analytics Dashboard component
Filters can be edited and extended in Filter String
section. However, once edited, the Filter Builder UI
is disabled.
New filters are included below and
can be clicked on to edit or remove
When including the Einstein Analytics Dashboard
component on a Record page, the Filter Builder is available.
This helps build dynamic external filters for the Dashboard
component

Use Bias Protection to declare protected values to exclude from your models and receive
notice of problematic correlations
Einstein Predictions: Bias Protection

Display predictions directly in any Lightning record page with standard component
Einstein Prediction Lightning Component GA
Add the standard Einstein Prediction Lightning component to any record detail
page.
Choose Prediction Definition and Set Units for Outcome.
Prediction is updated real time by making API call.
No writeback to Salesforce fields is necessary

Community Cloud
us/summer19/release-notes/rn_networks.htm

Customers everywhere can now use Mobile Publisher for
Community Cloud to create iOS and Android apps for their
Lightning Communities.
Optimized for performance.
Customers can now also configure their iOS and Android
apps to point against Lightning Communities in their
Sandbox environment(s).
This allows customers to easily conduct UAT with their
internal testing teams/users before rolling anything out to
Production.
Now GA worldwide!
Mobile Publisher for Community Cloud

● Create different CMS workspaces
to organize content from different
teams.
● Role-based security credentials in
CMS App provides granular
content management capability
● Support for full sandbox copy
allows you to replicate your
production setup for CMS, and test
out modifications such as
membership or community sharing
changes.
Create content and re-use it across your Communities
New Lightning App for Salesforce CMS (Beta)
NOTE: Existing customers who are already using CMS for
community cloud will be migrated over to the new app
automatically. See the release notes on migration for more
details

● Custom Task List
Views
● Pinned Lists
● Mass Actions on
Record Lists
● Custom Feed Actions
on Record Details
● Ability to turn off
Kanban/Table view
Huge productivity boosts for users across partner, employee & service use cases
Record Enhancements

Lightning Self-Service Enhancements
Mission Progress API
It is now possible to build custom components that will allow community members to track their progress
across all the active missions. For example, it will be possible to create a custom component that will display
something like: "You still need to create XX posts in order to earn badge YY".
Vanity URL for User Profile
Previously, it was cumbersome to create a custom component and/or link to redirect the user to his profile
page because of the need to dynamically retrieve the user ID. The user profile page can now be accessed by
navigating to "//profile/home".
More flexible Google Analytics integration
Customers can now enter the GA dimensions of their choice with no risk of overrides, when activating
Lightning community integration.
Customizable User Settings Component
This new "user settings" component allows all the component labels to be configured. Customers no longer
need to rely on Salesforce default labels and can now provide the labels of their choice.

Partner Communities Enhancements
• Allow partners to send email on cases.
• Account relationship improvements
• Run Reports on Account Relationships - new
custom report type available to report on who
is sharing data with who.
• Update Account Sharing Rules - previously,
you had to delete and recreate rules. Now, you
can just edit & save.
• Feed tracking on Channel Program
Member
• Now channel managers can have a quick
glance to the historical changes that happened
for a partner within a given program, e.g.,
changed level from Silver to Gold.

Lightning Flow
notes/rn_forcecom_flow.htm

Easily recover from errors with
undo/redo
Improve efficiency with one-click
duplication of canvas elements
Find on canvas
Rich text editing in most supported
places
Flow Builder just got a whole lot better!
Build Flows Faster with a Full-Featured, Easier Experience

Choose from a growing range of
flow types
ISVs can add templates to managed
packages. Flows created from these
templates can then be customized
by the subscriber
Customers can also create their own
templates.
Get a jumpstart on building by customizing proven templates.
Get Started Quickly with Flow Templates

● Find Flow Templates
● Start/Learn about Automations
● Flow Telemetry - last 30 days usage
and executions
Get started with automated business processes
Automation Home (Beta)

Reference custom metadata type records from a Process Builder formula to automate
your business processes reusing functionality that you define
Use Custom Metadata Types in Process Builder
To change a value, you can update
it in the custom metadata type
instead of in your process and any
hard-coded formulas that your
process uses.

Integrate Flow With Rich Objects From External Systems
New Support for Apex Types let Admins access every piece of rich object data
Simplify Data Integration
with Apex-Defined Data
Types
Flows no longer require
custom Apex actions to
handle complex data types
such as those returned from
external systems.

Notification Builder
notes/rn_forcecom_flow_notificationbuilder.htm

By leveraging the familiar Process Builder
interface, you can started with custom
notifications in minutes.
Previously, if you required custom notifications
you had to rely on email or Chatter
workarounds which would ultimately result in a
notification.
In this example, create a process on the Case
object with notification sent to Case ->
Account -> Account Owner.
Notification Builder opens our notifications framework to admins of all skill levels for
nearly any use case.
Notification Action Setup in Process Builder

Send customized notifications when important events occur
Notification Types
Previously, only standard
notifications were available for use
cases pre-defined by Salesforce but
now our notifications framework to
developers and admins of all skill
levels for nearly any use case.
For example, you may want to alert
an account owner if a new support
case is logged while trying to close a
deal or send a notification for a
totally unique workflow built entirely
with custom objects.

Supports both mobile push and the in-app notification center for the Salesforce app for
iOS and Android and Desktop
Desktop and Mobile Notifications

Globalization
notes/rn_forcecom_globalization.htm

Users of Arabic, Hebrew and Urdu can now take
advantage of Lighting with an enhanced UI
experience that includes a correct orientation of UI
elements and text in Lightning.
Note: Admin sections remain in English and left-to-
right orientation. Right-to-left languages are only
supported as end user languages.
To make end user languages available, admins can
update their org's default language settings to
include end-user-languages in Company Settings.
Our improved right-to-left layout is the default for all right-to-left languages—you get the
enhanced UI orientation right out of the box.
Right-to-left in Lightning Experience (Beta)

When you click Erase, the field is immediately made
ready for the hard-delete process and waits for
Salesforce to move the field to the hard-delete process.
Once your org reaches 75% of custom field limit, you
see a ‘Purge’ button and you can bypass the hard-
deletion queue (Performance and Unlimited editions)
When you delete a custom field from an object, the field
is removed but is available in your org for recovery for
15 days. During that time, the field continues to count
toward your custom field allocation.
Monitor and Accelerate Removing Deleted Custom Fields from Your Org
Deleted Fields Monitoring

• We raised the total hard limit for custom objects in an org to 2,500 so that you can install more
custom objects from packages.
• The edition limits stay the same: each Salesforce edition has a specific limit on the number of
custom objects that you can create in your org.
• Beyond the edition limit, the hard limit governs how many custom objects you can install from
managed packages, such as apps publicly posted on AppExchange. The new 2,500 limit
includes the maximum number of custom objects created and installed in your org.
Increased Total Hard Limit to 2,500
Custom Object Limits

Salesforce Connect
notes/rn_forcecom_external_data.htm

Take Action on External Changes
• Now it is possible to take action on changes occurring in those external data sources using Salesforce
features such as Apex Triggers and Flows. This enables you to send email, post to Chatter, or update
Salesforce records based on changes happening outside of Salesforce.
I Pick You!
• You love that picklist fields help simplify data entry, standardize values, improve reporting, and empower
you to define the order of options. Well, now there is even more to love because picklists are available for
your Salesforce Connect external objects created from OData 2.0 and 4.0 adapters. Previously picklists
were only available for cross-org external objects.
Declarative Authentication
• Authenticate to more sources declaratively, including Mulesoft, using JWT Token Bearer flows in Named
Credentials.
Salesforce Connect

Change Data Capture
notes/rn_forcecom_external_data_change_capture_ga.htm

Process Change Event Messages in Apex Triggers
• With Apex change event triggers, you can now
process change event messages on the
Lightning Platform. Change event triggers run asynchronously after the database
transaction is completed.
Compose Streams of Change Data Capture Notifications with Custom Channels
• Subscribe to a custom channel to receive a stream of the types of events that your app
consumes.
• For example, if you have an app that uses real-time information about sales objects (for
example, Account, Contact, and Order), create a custom channel with these objects.
• When you subscribe to the custom channel, you receive notifications only for these
objects.
External Change Data Capture, now generally available in Salesforce Connect using the
OData 4.0 adapter
Change Data Capture

Event Monitoring
notes/rn_security_em.htm

Real-Time Event Monitoring (Beta)
Second generation architecture of Event Monitoring
Streaming Using Platform
Events
● Standard events
published in real-time
available for customer
subscription
● Consume events in an
external data system
Policy Enforcement
● Intercept user behavior
● Block, request 2FA, alert
on suspicious events
● New: declarative UI using
Flows
● New: support for policies
on standard AND custom
Objects
Event Storage & Query
Using Big Objects
● Store and manage data
at scale on Salesforce
● Preserve historical
event data for security
audits or trending
analysis
Common Data Model
BETA

Create transaction security policies for new events
Enhanced Transaction Security (Beta)
Choose declarative Condition Builder or Apex
code
Choose an Event - all standard and custom objects
are supported for a given event type.
Define Event Conditions Define Policy Actions

View, monitor, and update events in your org
Event Manager (Beta)
Your one-stop shop to view and update
your streaming and stored Event
Monitoring events. Now you can easily
see all your Event Monitoring events from
a simple dashboard.
• To create and manage transaction security
policies, you must have the Customize
Application user permission.
• To view Logout events, you must have the API
Enabled Permission.
• To view all other Event Monitoring events, you
must have Event Monitoring enabled.

Transaction Security tracked in Setup Audit Trail
Applies to both existing version (GA) and Enhanced Transaction Security (beta)
BETA
Tracking of Transaction Security
changes in Setup Audit Trail provides
greater security, as any changes made
are tracked and auditable.

Authentication & Identity
notes/rn_security_auth_and_identity.htm

Interview-style login into Salesforce
My Domain Discovery + Lightning Login
Login with a phone number, a real
email address or any alternative
unique identifier such as an
employee id instead of
username/userid
Use a password, SSO credentials,
or Lightning Login (Salesforce
Authenticator) to verify your
identity.

Localization & Error Handling
My Domain Discovery
Custom Login
Prompt localization
Custom error handling using
Auth.DiscoveryCustomErrorExcepti
on
1
2

“Headless” API for self-registration
Create your own Verify page for Community Passwordless Login
Custom Signin processes
(Passwordless Login +
verification screens) using
Mobile-first Identity
The standard Salesforce Verify page allows you to change your logo, background, and button
colors. This custom Visualforce page uses different fonts and text colors. It also has a custom
layout where users enter their verification code.

You can now monitor the number of times a failed login attempt has been made on a
user’s account in User Details.
See the Number of Failed Login Attempts on a User Account

We now offer a password complexity option that requires users to include at least three of
the following in their passwords:
Enhance Security with Increased Password Complexity
• One number
• One uppercase letter
• One lowercase letter
• One special character (! " # $ % & '
( ) * + , - . / : ; < = > ? @ [ ] ^ _ ` { |
} ~)

Shield Platform Encryption
notes/rn_security_pe.htm

See More Statistics About Your Encrypted Data
• The Encryption Statistics and Data Sync page
now has an easy-to-read tab that shows data
about your encrypted field history and feed
tracking changes.
Encrypt Data in Your Scratch Orgs
Get Exact Matching with Case-Insensitive Deterministic Encryption (GA)
• Power your SOQL queries with exact, case-insensitive matching. For example, if you
query against the Lead object, where Company = Acme, your filter results return Acme,
acme, and ACME.
Encrypt Your Email Messages (GA)
Platform Encryption

Platform Events
notes/rn_messaging_platform_events_section.htm

Choose the Publishing Behavior for Your Platform
Event
• Choose to have the event message published only
after a transaction is committed or immediately
when the publish call executes. Previously,
platform event messages were published
immediately.
Process Smaller Event Batches in Platform Event
Triggers and Recover from Exceptions
• Set a checkpoint in the event stream for where the platform event trigger resumes
execution in a new invocation. If an Apex governor limit is hit or another uncaught
exception is thrown, the checkpoint is used during the next execution of the trigger.
Platform Events

Lightning Components
notes/rn_lc.htm

Make Long-Running Callouts with Continuations
• Make a long-running request to an external web service from an Aura component or a
Lightning web component
• Process the response in a callback method
• An asynchronous callout made with a continuation doesn’t count toward the Apex limit
of 10 synchronous requests that last longer than five seconds. Therefore, you can
make more long-running callouts and integrate your component with a complex back-
end API!
Use Lightning Web Components in Visualforce Pages
Add Lightning Web Components to Apps with Lightning Out (Beta)
• Use Lightning Out to run Lightning web components outside of Salesforce servers
Lightning web components in more places
Lightning Components

APEX
notes/rn_apex.htm

Enforce Field-Level Security in Apex (Pilot)
• To ensure secure processing in Apex in the context of the current user’s read, create,
or update operation, use the stripInaccessible method
• Based on the field-level security of the current user, this method can be used to strip
the fields from query results that the user can’t access.
• Access it through the Security and SObjectAccessDecision classes
Use Platform Cache with Scratch Orgs
Fire Platform Events from Batch Apex Classes (GA)
• Batch Apex classes can fire platform events when an error or exception is encountered.
• A batch Apex class declaration must be using API version 44.0 or later to implement the
Database.RaisesPlatformEvents interface and fire a platform event.
APEX

VisualForce
notes/rn_vf.htm

• Standard Visualforce component that dynamically re-renders a Visualforce page to
display changes to data in real time.
• Visualforce pages automatically re-render the way your Lightning components do with
Lightning Data Service.
• Only for Visualforce in Lightning Experience
View Data Updates in Real Time with Live Controller (Beta)
Visualforce

Financial Services Cloud
us/summer19/release-notes/rn_fsc.htm

Industry Best Practices
Built with inputs from customers, and Industry
experts, the app delivers sub-vertical specific and
persona specific metrics and interaction design.
Rapidly Deployable: Faster Time to Value
Delivered as a template and deployed with a
wizard, the app contains more than 100 key
metrics, 25 curated and designed dashboards
and 15 curated datasets that leverage the
performance and design features of Einstein
Analytics
Integrated in Salesforce: Intelligence
Everywhere
The application is easily accessible in Salesforce
as embedded lightning components as well as on
tablets.
Uncover actionable insights faster with a new suite of pre-built analytics apps
Einstein Analytics for Financial Services - Retail Banking

360 view of the Book of Business
Helps prioritize focus areas and drive efficiencies.
Highlight panel showcases the KPI numbers for
the Agents to always be on track.
Customizable Person Account
Use the Life Events and Policies Components to
showcase KPIs, life events and past interactions.
Built-in reports to optimize productivity
Reports give an in-depth insight on the Agent’s
performance like Sales, Renewal, Avg Conversion
time, etc.
Targeted dashboard experience for agents and customer service representatives
Insurance Agent Console App

Enhanced Efficiency
Triggered using quick actions right from the
Policyholder Layout, eliminating the need to navigate
to different screens.
Simplified Integration
We’ve made it easier to integrate these service flows
with backend systems by providing a dedicated
object to store key values gathered during a flow.
Flexibility to Customize
Delivered as customizable ‘templates’ which means
that you can easily tailor the flows to your unique
business processes and deploy them for your users
in no time.
Pre-built flows for Retail Banking and Insurance
Lightning Flows for Financial Services Cloud
placeholder

Deepen Customer Relationships with the Person Life Event Component
Person Life Events
Create more personal, need-based
customer engagements by capturing and
visualizing important life events.
A Life Event is any event that results in an
opportunity to better understand the
customer context like having a baby,
changing jobs, or buying a home.

Health Cloud
us/summer19/release-notes/rn_health.htm

New data model to plan, manage, define care teams and enroll patients into a Care
Program
Life Sciences Program Management

Optimized for patient-facing Lightning Communities and Mobile
Publisher
Care Program Lighting Component
Empower patients to have
visibility into care programs
they are enrolled in
Provide full visibility into care
program details and resources
to improve adherence
Provide secure mobile access
for health consumers and
program teams to collaborate

Salesforce Summer 19 Release Overview

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