Recording of the BrightGen webinar introducing key new features of the Spring 20 release. Presented by Keir Bowden and Clive Platt. View the recording at : https://youtu.be/sd5cpYhTRyM

1. Salesforce Release Webinar
Spring '20 Highlights

2. 2
Keir Bowden
CTO
Salesforce MVP
@bob_buzzard
Clive Platt
Head of Service Management
www.linkedin.com/in/cliveplatt/

3. Agenda
☑ Hasta la vista
☑ General
☑ Sales Cloud
☑ Service Cloud
☑ Analytics
☑ Communities
☑ Mobile
☑ Customisation
☑ Development
☑ Beta Features
new

4. Hasta la vista

5. 5
• Customizable forecasting retiring Summer 20
• Original territory management retiring Summer 21
• Einstein Discovery Classic
• Cloud Flow Designer
• Data.com Prospector and Clean licenses retiring July 31, 2020

6. General

7. Browser
Support
☑ Lightning Experience
IE11 (extended support only - ends Dec 31)
Most recent stable Edge/Chrome/Firefox
Safari 12.x+
☑ Classic
IE11 (extended support only)
Most recent stable Edge/Chrome/Firefox
Safari 12.x+
☑ Einstein Analytics
Edge
IE11
Most recent stable Chrome/Firefox
No support for Safari

8. Turn On
Lightning
Experience
☑ Started Jan 7, 2020
Applied to all orgs within 72 hours
☑ All Users with Lightning Experience permission
Standard Profiles
Custom Profiles
Permission Sets
☑ Switched to Lightning Experience on a weekly basis
Can switch back
☑ Admin "gentle reminders"
Can turn off

9. Prompts
☑ Show prompts to specific profiles
Up to 10 profiles + permissions
Users with any profile and all permissions
☑ Add videos to docked prompts

10. Prompts
☑ Floating prompt body text up to 240 characters
☑ Change prompt delay
Default 24 hours
Custom from 00:00 - 99:59
☑ Ignore global delay time:

11. Recycle Bin

12. App Launcher

13. Clone with Related Records

14. ☑ Insert response from previous page
◆ Remind user of their answer
◆ Personalise
☑ Auto-progress to next page
☑ Insert images in welcome, thank you and question pages
◆ Via rich text editor
☑ Colour coded Net Promoter Score
Surveys

15. ☑ Conditional Questions
◆ Show/hide based on previous answers
Surveys

16. ☑ Branching Logic
◆ Go to page based on response(s)
Surveys

17. ☑ The return of URL hacks
◆ But supported!
https://<instance>/lightning/o/Account/new?defaultFieldValues=Name=Webinar%20Account
Default Field Values in Record Create

18. Enhanced Related Lists - GA

19. Sales Cloud

20. ☑ Opportunity scoring available for all Sales Cloud users
◆ Have to turn on
☑ Tasks can be assigned to a queue
☑ Customize account/opportunity team related lists
General

21. ☑ Find list email contacts via account fields
☑ Save List Emails as Draft
Email

22. ☑ Row level actions on templates
home page
☑ Timeline groups emails by thread
Email

23. Process automation support
☑ Flow
☑ Process Builder
`
☑ Workflow rules
as target object or action
Opportunity Contact Roles

24. ☑ Einstein Behavior Scoring
◆ Dashboard in B2B Marketing Analytics
◆ Engagement activity weightings
☑ Embedded Engagement History Dashboard
◆ Lightning Component
◆ Lead/Contact records to see engagement activity
◆ Campaign records to see most engaged accounts
☑ Engagement Activities related list on list emails
Pardot

25. Service Cloud

26. Specify relevant fields on Case/Knowledge objects
☑ Einstein identifies key information
in case record
☑ Matches articles in Knowledge Base
☑ Presents articles to agents in
Knowledge Lightning Component
Einstein Article Recommendations GA

27. ☑ Conditional messaging
☑ Typing Indicator
☑ Upgraded Model Management Dashboard
Actionable recommendations
Train bots faster
Bots

28. ☑ Insert article URL into chat/messaging
☑ Tailor inserted articles
Show/Hide Field Labels
Skip related files from emails
☑ Resize images in Rich Text fields
Chrome only
☑ Set default access for files attached to articles
☑ Max data categories per article = 50
Was 25
Contact Salesforce to raise from 8
Knowledge

29. ☑ Sticky omni-channel supervisor filters
Retained across logins
☑ Better use of real estate
Minimise widget when work accepted
☑ Route chat directly to agent
Even if not in queue
Routing

30. Cases
☑ Case Merge GA
Soft delete or keep merged cases
☑ Escalation Marker on Subject
☑ Insert code samples into case feed emails
☑ View/Edit cases from list view hover

31. Other
☑ Bulk Macros in Lightning Experience
Feature parity
☑ Macros on record home page run in background
Toast message shows end status
☑ Filter Actions and Recommendations history by status

32. Analytics

33. Analytics
☑ Exclude disclaimer from formatted export reports
Applies to entire org
☑ Disable preview auto-update
Speed up changes

34. Field to Field Filters

35. Field to Field Filters

36. Count Unique Values

37. ☑ Plus License row limit 10 billion
Up from 1 billion
☑ Sync from MuleSoft connected sources
☑ Integrate Customer 360 data
☑ Granular Salesforce Data Syncs
Up to 10 local data connections
Schedule for each
☑ Filter data synced from external connections
Einstein Analytics

38. Einstein Analytics
☑ Save up to 100 dataflows
Was 30
☑ Sandbox/Developer Org Dataflows automatically removed
90 days after last edit
☑ Direct Data - Query live Salesforce data
☑ Publisher Feature
Work on a new version
Hide until published
☑ Available in new mobile app
☑ Packaging and change sets include User Extended Metadata (XMD)

39. Communities

40. Communities
☑ Reporting in Lightning Communities
Report builder
Run reports
Partner or Customer plus license
☑ Specify API name for page
Use in programmatic navigation
☑ Create and publish in scratch orgs
☑ Login with Apple Id
Requires Apple auth provider

41. ☑ Reorder flexible layout sections
Drag to desired location in builder
☑ Display warning for unsupported browsers
☑ Return to feed after viewing detail
☑ Verify ownership of community domain
Communities

42. Communities
☑ Run LWC in a community with locker disabled
Tag as lightningCommunity__RelaxedCSP
☑ Turn locker service off for all components
☑ Limit external user API access
Requires connected app
☑ Community Workspaces renamed Experience Workspaces
☑ Community builder renamed Experience Builder
☑ IE11 support for Experience Workspaces ends in Spring 20

43. Mobile

44. New Mobile App
☑ Rolled out to all users in Spring 20
◆ Nothing to enable
◆ No permissions required
◆ "Mobile Only" app has previous mobile tabs
☑ Requirements
◆ Android 6.0+
◆ iOS 12+
◆ Devices used for testing - sforce.co/2RqSwXB

45. Mobile
☑ Mobile web browser access retires Summer 20
☑ Access Einstein Analytics
☑ Switchable tablet experience
☑ Customise navigation bar

46. Mobile
Customise on desktop, syncs to mobile

47. Mobile
"Share" link on shareable records

48. Customisation

49. ☑ Guidance - tips while building
☑ Up to 100 components per region
◆ Was 25
Lightning App Builder

50. Before save flow
☑ Fast!
☑ Limited elements
☑ Choose launch action
Flows

51. ☑ Action/create elements don't need variables
◆ Can create if you want to
☑ Automatically store all fields from a get record
☑ Deactivate flow without leaving builder
☑ Run flows in system context
☑ Duplicate record updates removed
◆ Used to run but with limit of 12
Flows

52. Generic sObject support
☑ One action for multiple sObject types (Account, Contact, Opportunity, Custom)
☑ Admin chooses the sObject when they use the action
Invocable Apex

53. Permission Set Groups

54. Muting Permission Sets
Max one per group

55. Permission Set Edit Confirmation

56. Data Mask
☑ Protect Private Data
☑ Anonymize
◆ Replace with random characters, e.g. 'Keir' - 'gB1ff95-$'
☑ Pseudonymize
◆ Replace with unrelated, readable values, e.g. 'Bowden' - 'Jones'
☑ Delete
◆ Remove entirely, e.g. 'keirbowden@brightgen.com' - ''

57. Data Mask
☑ Execute when refreshing sandbox
☑ Cannot be undone
☑ Checkbox, lookup and picklist fields are not supported
☑ Masking a username prevents login
☑ Additional license
☑ Field history tracking?

58. Privacy
☑ Manage Communication Subscriptions
◆ Communication Subscription - customer preferences
◆ Communication Subscription Channel Type - engagement channel
◆ Communication Subscription Consent - who consented, when and how
◆ Communication Subscription Timing - customer time preferences
◆ Engagement Channel Type - channels, e.g. email, phone web
☑ Multiple email/phone entries per customer
◆ Contact Point Email and Contact Point Phone objects

59. Guest User Lockdown
☑ Set default owner of guest created records
☑ Secure guest user record access security alert, March 1st
◆ Private org-wide defaults
◆ Can only share via guest user sharing rules
☑ No update/delete/view all/modify all permissions - Summer 20
☑ A number of permissions retired
☑ Full details : sforce.co/30C3OMI

60. Development

61. ☑ @track no longer required for most Lightning Web Component properties
◆ Properties tracked by default
◆ unless object or array and
◆ you want to track changes to members
☑ LWC styles can use Aura design tokens
☑ LWC changes in scratch orgs are tracked
☑ Aura components in UI namespace deprecated
◆ Support ends May 1, 2021
◆ Will continue to be available
Lightning Web Components

62. Lightning Components Critical Updates
☑ Access to @auraEnabled methods disabled by default
◆ Enable via profile/permission set
◆ Guest and Portal Users Summer 20 - changed recently
◆ Regular users Summer 20
☑ Apex access modifiers respected
◆ Applies Summer 20
☑ Only Global methods accessible from managed package
◆ Applies Summer 20

63. ☑ Transpiled versions of the standard Salesforce components
☑ Available in the c- namespace
☑ Recipes repository : bit.ly/36HgK6r
Open Source Base Components

64. ☑ Default allocation 100,000
◆ Was 15,000
☑ No maximum daily limit
◆ Was 1million
☑ Usage based entitlement
◆ Daily limit can be exceeded
◆ Monthly cap
◆ Setup -> Company Information -> API Request Limit Per Month
API Calls

65. ☑ WITH SECURITY_ENFORCED clause for SOQL
◆ Applies field and object permissions
◆ Includes subqueries
◆ Includes cross-object relationships
◆ Doesn't check where fields
◆ Only available in Apex
☑ Security.stripInaccessible() method
◆ Remove fields user can't access from query results
◆ Remove inaccessible fields before DML
Field and Object Security in Apex

66. ☑ Custom Metadata Type Direct read access
◆ Blocked if no Customize Application permission
◆ Allow access via Profile/Permission set
◆ Per custom metadata type
◆ Can disable, but not recommended
☑ Custom Metadata Type Visibility setting removed
◆ Protected only available in packaging
☑ Clone sandbox on different version to production
◆ Create additional preview sandboxes
Development - Other

68. ☑ Are preview
☑ Are not part of "services" under MSA
☑ Are not supported
☑ May never go live
☑ May be discontinued at any time
Beta Features

69. Einstein Voice Assistant
☑ Update Salesforce by speaking
◆ E.g. Log tasks, update opportunities, create contacts
◆ Access via mobile application w/c Feb 17th
◆ Requires Salesforce license
☑ Configure voice skill sets via setup
◆ Common tasks for a profile
◆ User selects skill, then speaks

70. Einstein Search Time Conditions

71. Einstein Search Related Records Preview

72. Compare Knowledge Articles

73. Lightning Message Service
☑ Communicate across UI technologies
◆ Lightning Web Components
◆ Aura Components
◆ Visualforce
◆ Utility Bar
☑ Lightning Experience only
☑ All items on same browser tab

75. ☑ sforce.co/2G6I969
☑ Release notes
☑ Webinar recordings
☑ Videos
☑ Trailhead release badge - sforce.co/2RAyKJk

76. Events @BrightGen.com

77. Events @BrightGen.com

78. ☑ Webinar follow up!
☑ Lightning Conversion Suite - ease and accelerate conversion to
LEX
☑ Einstein Analytics Success Starter Package - BrightGen’s 4 week
programme to get up and running with Analytics
☑ Single view of customer - Benefit from our experience delivering
SCV solutions
☑ Build a Customer Community using Lightning Web Components
☑ Get the most from our Marketing, Sales and Service Cloud
expertise
☑ Review and health check your org
☑ Connect your data with integration
☑ Increase user adoption
☑ Continuous Improvement Planning
☑ Trusted advice on best practice and platform guidance
☑ Free consultation
“What can
BrightGen’s
Service give
me?”
Want to find out more?
Contact me
E: cliveplatt@brightgen.com
M: 07709 412283