Slide deck from BrightGen's Winter 20 Salesforce release webinar, presented by Clive Platt, Head of Service Management, and Keir Bowden, CTO. Recording available on youtube at : https://www.youtube.com/watch?v=7Y1bkK9Tp2k

1. Salesforce Release Webinar
Winter '20 Highlights

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

3. Agenda
☑ Fond farewells
☑ General
☑ Sales Cloud
☑ Service Cloud
☑ Analytics
☑ Communities
☑ Mobile
☑ Customisation
☑ Beta Features new

4. Fond Farewells

5. Fond farewells
5
• Force.com IDE retiring October 12, 2019
• Flows built with Desktop Flow Designer no longer run
• Customizable forecasting retiring Summer 20
• Original territory management retiring Summer 20
• Einstein Analytics Classic Designer retiring November 2019
Winter 20 can't create/edit/open dashboards
Convert to new designer now!
• Data.com Prospector and Clean licenses retiring July 31, 2020

6. General

7. Browser
Support
☑ Lightning Experience
IE11 (extended support only)
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
☑ Critical update applied Winter 20
Applied on a rolling basis
Sandboxes first
☑ 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
☑ Can't disable LEX after enabling
Users can still switch

9. Recycle Bin!!

10. Control Help Menu Links

11. Prompts - GA

12. List Printable View

13. ☑ Auto send surveys from cases
◆ Auto-response rules met
◆ Case closed
☑ Send Survey Invitations action type in Process Builder
◆ Send to Leads, Contacts and Users
☑ Tag Surveys, Questions, Answer Choices and Responses with topics
☑ Export responses via email
Surveys

14. ☑ Sample surveys to clone and tweak
☑ Hide welcome page
☑ Switch between versions in builder
☑ Survey Invitations related list
◆ See invitations/responses associated with records
Surveys

15. Sales Cloud

16. ☑ Quarterly Forecasting GA
☑ Configure which leads to score
☑ Contact Role suggestions respect FLS
☑ Exclude emails from Activity Capture
Einstein

17. First class sobject
☑ Custom fields
☑ Page layouts
☑ Validation rules
☑ Apex triggers
as are Account Team Members!
Opportunity Contact Roles

18. ☑ Sort products in opportunities
☑ Default product quantity value
☑ Field audit trail/history tracking for Pricebook Entries
Feature parity with Classic:
☑ Sort quote line items
☑ See account/sales team member access
Sales - Other

19. ☑ Copy/Paste images from elsewhere without saving
☑ Copy/Paste tables without losing styles
☑ Set font in email
☑ {{{Sender.Signature}}} - add existing signature to email template
◆ Available where merge field picker exists
Email

20. ☑ See all files related to record
☑ Can't use Salesforce Classic HTML templates with IE
◆ No CSP support
☑ Send email to up to 150 recipients
◆ Any combination of TO, CC and BCC
◆ Was 100 TO, 25 CC, 25 BCC
Email (continued)

21. ☑ Up to 2,000 activities visible in activity timeline/history related list
☑ Open archived activities
☑ Timeline entries grouped by month
☑ Infinite scroll
☑ Mark tasks as complete from table view (of list view)
Activities

22. ☑ Pricing Guidance
◆ See how often Sales reps use guidance
◆ Einstein Analytics for CPQ license required to set up guidance
◆ EinsteinAnalyticsPlus license no longer required
☑ Contracting process supports more line items
☑ Users submitting large Quote/Amend/Renewal job request volumes may be throttled
◆ Reduces timeout risk
CPQ

23. ☑ Reuse content across campaign emails with snippets
☑ Pardot objects in Setup Object Manager
◆ Landing Pages
◆ Marketing Forms
◆ Marketing Links
☑ Configure Lead and Behaviour score access by profile
☑ Group prospect reports by behaviour score
☑ Embedded dashboards include web page visits and automated emails
Pardot

24. Engagement Dashboard in Account Record

25. Service Cloud

26. ☑ Bot checks agent availability before transferring session
☑ End chat rule action
Bot spots end of conversation and closes session automatically
☑ Rule action to show knowledge articles
Configure max matches (1, 2 or 3)
Configure fields to return
☑ Help carousel on Bot setup page
Bots

27. ☑ Auto apply predicted values to cases
Einstein Case Routing
Create custom Einstein user to show who made changes
Additional license required
Optionally run rules after changes
☑ Performance Dashboard
How effectively are predictions working
See the prediction versus final field value
Einstein

28. ☑ Initiate conversation from contact detail page
☑ Close open sessions from messaging session list
☑ ConversationEntry object now in standard reporting
☑ Create messaging session related lists
Messaging

29. ☑ Hover over chat request to see information
Pre-chat details
Pages visited
☑ Direct to agent routing button
Checks agent has capacity
☑ Preview files in chat window
No download required
☑ Chatter/feed/publisher in transcript pages
☑ Track in case feed
Chat

30. ☑ Share articles in Social Customer Service, Chat, Messaging
URL link in case interactions
Insert article with some configuration
☑ New user permissions
View Draft Articles
View Archived Articles
☑ Increased HTML style support in editor
z-index and position removed
All others supported
☑ Delete Articles action
Remove archived articles
Knowledge

31. ☑ Add skills based routing attributes in setup flow
Can't use complex rules
☑ Secondary routing priority
Move to a queue and jump ahead of lower priority
☑ Use omni-channel routing in Sales cloud
☑ Search public groups
☑ Omni-channel widget colour coded
Indicates availability status
Routing

32. Case Feed
☑ Set visibility of feed items
☑ Unread feed item summaries display in bold
☑ Private comments show lock icon
☑ Sort items from oldest to newest
☑ Expand all posts buttons

33. Analytics

34. Row Level Formulas

35. Row Level Formulas

36. ☑ Improved getting started guide/in app assistance
☑ Data sync enabled by default in new orgs
☑ Data sync schedule reminders
Einstein Analytics

37. Einstein Analytics
☑ Schedule data sync, data flow and recipe jobs
15, 20, 30 or 60 minutes
☑ Recipe Editor renamed Data Prep
☑ Dataset Recipes tab renamed to Recipes
☑ Convert columns to dimensions and dates
To Dimension/To Date transformations
☑ Filter on measure and date columns
Was dimensions only
☑ Recipe search
Search by name
Shows last modified and next scheduled run

38. Communities

39. Communities
☑ Salesforce CMS is Generally Available
Access via Lightning Communities, VF+Tabs or Chatter REST API
Content Page page type supports custom content types in CMS
☑ Update to the latest template
Unless community created in Summer 19
Test in a sandbox first
☑ Flexible layouts
Grid system
☑ Manage Contributors and their roles in builder
Experience Admin
Publisher
Builder
Viewer

40. ☑ Navigation Menu Variations
☑ Allow Customers to view Files on Records
No access by default
Customer Access option on File sharing page
☑ Set max page width
Optional
☑ Warning when switching templates
Communities

41. ☑ Tile menu component GA
☑ Customise Record List Component Header
☑ Updated case deflection component
Suggest more articles
After three characters typed in a field
Persist if user switches field
☑ 'Secure guest user record access' setting
Enabled - OWD set to Private
Use Guest User Sharing rules to give read only access
Communities - Other

42. ☑ Critical Update October 25, 2019
Require TLS 1.2 for HTTPS connections
Applies to communities and sites
Browser support - https://caniuse.com/#feat=tls1-2
☑ Enable email address confirmation
Otherwise change applies immediately
☑ Community Workspaces renamed Workspaces
☑ My Communities renamed My Experiences
Communities - Other Other

43. Mobile

44. New Mobile App
☑ Due October 14
◆ Access via new Salesforce Mobile App user permission
◆ App Launcher in mobile
◆ "Mobile Only" app has previous mobile tabs

45. Navigation and Actions

46. Profile and Account Switcher

47. Device Specific Visibility

48. Requirements
☑ Android 6.0+
☑ iOS 12.0+
☑ Tested Devices : sforce.co/2kQz8XK
"To allow for innovation and to keep Salesforce current in the
rapidly evolving mobile market, minimum platform requirements
are subject to change at the sole discretion of Salesforce, with or
without advance notice."

49. Mobile Application Management
☑ Extra cost
☑ Works at app not device level
Configure via connected app
☑ Range of policies, including
Operating System Version
App Version
Device and Network Security
☑ Specify severity of violation

50. Customisation

51. ☑ Customise record pages for phone
☑ Assign pages to form factor (phone, desktop or both)
☑ Select template based on form factor
Lightning App Builder

52. Lightning App Builder
☑ Set component visibility based on device
☑ Tabs and accordions on home pages
◆ Not app pages
☑ Component shows supported form factors

53. ☑ Add team member to account action
☑ Account team member supported object
☑ Send Survey Invitation action
☑ Use data from platform event message
☑ Info message for platform event firing
Process Builder

54. ☑ Lightning Web Components support
☑ Autolaunch flow on schedule
Start date/time
Once, daily or weekly
Limits apply!
☑ Automatic output variable creation
Screen component
GetRecords
☑ Lookup Component
☑ Conditional component visibility
Flows

55. ☑ Send custom notifications
☑ Use rich text in text templates
☑ Activate flow without leaving builder
☑ Platform event fired when error occurs
FlowExecutionErrorEvent
☑ Enable access to flow via profile/permission set
☑ Configure test coverage percentage
Was 75%
Flows

56. ☑ Per field compliance categorisation
☑ Report on data classification metadata
☑ Notifications when consent records change
◆ Change data capture
◆ AuthorisationFormConsent, ContactPointConsent and Individual objects
◆ Create/Update/Delete/Undelete
Data Protection/Privacy

57. ☑ Hard limit for total objects raised to 3,000
◆ 2,500 in Summer '19
◆ Created by you
◆ Installed from managed packages
☑ 'Where is this used?'
Setup

58. Setup
☑ Custom object + settings count in System Overview
☑ Per org 1,000 active approval processes (2,000 total)
☑ Per object 300 active approval processes (500 total)

59. ☑ Changes delayed for around 15 minutes
☑ Durable cache improves performance
☑ Invalidate cache to reload
Logout and log back in to Salesforce!
☑ Can disable cache
Performance Impact
Restrict to development environments
☑ App Builder you see changes immediately
Other users up to 1 hour
Page Layouts

60. Lightning Components
☑ UI Namespace components retiring Summer 21
Can continue to use them
Salesforce won't accept support cases
☑ CSS only component
Share styling with other components
☑ Can't access shadow DOM from Aura component

61. ☑ Open Source - sforce.co/327wptM
☑ Custom tabs
No need to wrap in aura
lightning__Tab target
☑ Choose API version for locker service
Applies to instance
Lightning Web Components

62. ☑ Restrict Guest/Authenticated user access to Aura enabled methods
Must have explicit access to class
Via profile or permission set
Guest - 07/02/2020
Authenticated - 05/06/2020
Test in sandbox
☑ Use with sharing for aura enabled Apex controllers without explicit sharing
Defaults to with sharing
Consistent with Visualforce
☑ Enforce access modifiers on Apex properties
E.g. can't access property marked as private
Scheduled 12/06/2020
Test in sandbox
Lightning Components - Critical Updates

63. ☑ Apex Callouts excluded from long running request limit
◆ Every org limits concurrent long running requests (> 5 seconds)
◆ More than 10, errors possible in pages/requests
◆ Even those that aren't long running
◆ Apex callout now stops the clock
☑ ApexSettings metadata type, set aspects of Apex behaviour
◆ Aggregate vs detailed code coverage
◆ Parallel testing
◆ Tests incrementing autonumber fields
◆ Debug log information in exception emails
◆ Deploy metadata to change - https://bobbuzz.me.uk/Parallel
Development

64. ☑ Recalculate formulas on record
◆ System.Formula.recalculateFormulas(List<sObject> objects)
◆ Dependent data not present - consumes SOQL queries
☑ Critical Update - API Only user permission
◆ Can only access Salesforce via APIs
◆ Other permissions have no effect on this
☑ Custom Metadata Type API Access
◆ Blocked if no Customize Application permission (Spring 19)
◆ Allow access via Profile/Permission set
◆ Per custom metadata type
Development

65. Beta Features

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

67. Einstein Search
1. Record Preview
2. Suggested conversational
searches
3. Page level record actions
4. Related list quick links
5. List Views

68. Field-to-Field Filters

69. Count Unique Values

70. Permission Set Groups

71. The End

72. ☑ sforce.co/2moMRoW
☑ Release notes
☑ Webinar recordings
☑ Videos
☑ Trailhead release badge - sforce.co/2lltGMP
Release
Readiness

73. Questions?
Events @BrightGen.com

74. Thank you
Events @BrightGen.com