With the Winter ’20 release firmly in the rear view mirror, it’s time to take a look at the upcoming Spring ’20 release (set to hit Orgs in the coming weeks)! Salesforce has continued to build off recent enhancements, while also addressing some older known issues too. After reviewing the release notes published by Salesforce, our team has highlighted some of our favorite features:
Attach Formatted Spreadsheets to Report Subscriptions (Beta) – Users who subscribe to reports, now have the option to include a formatted spreadsheet in that email, giving you the ability to drill down into detail row data.
Create a Filtered List of Records Using New Time-Related Conditions – add time related conditions to a search. For example, enter “opportunities closed this year,” to see a list of opportunities from the current year with closed status.
Access Reports and Dashboards in the Recycle Bin - reports and dashboards that may have previously been deleted by mistake, can now be recovered from Recycle Bin.
New Lightning extension for Chrome – Users now have the ability to go into “Dark Mode”, hide components, and quickly/easily grab Links. (Add Chrome extension here)
See the Related Account When You Search for Contacts or Opportunities
Schedule Emails in Lightning Experience – Increase an emails chance of being read, by scheduling its arrival time.
Assign Tasks to a Queue – Reps can now streamline workflow by assigning tasks to a queue. Once assigned to a queue, all members of the queue can contribute – or any member can then take ownership.
Explore Engagement History Data on Leads and Contacts (Pardot)
Count Unique Values in Report Results – reporting now gives you the ability to pull in the number of distinct values within a report column.
As we stated, these are just a few of our favorites. There is so much more to unpack with this year’s Spring ’20 release. For all the features for Spring 20 Release Notes, head over to the Salesforce website!