As a continuation of our last post, we are outlining some additional features included with the Summer ’20 Salesforce release – with our Part 2.
· Org Maintenance is simplified with Optimizer App
The Optimizer App is a new interactive way to review and act on expert recommendations for maintaining your Salesforce org’s implementation. No need to install a package, just enable the app, click to run, and sit back while Salesforce inspects your org. Quickly identify issues that require immediate attention by using the sortable results list view.
From the list view, it’s a click away from the full results (1) and recommendations (2) and the Setup page to make any changes (3) for over 40 features analyzed as part of the Optimizer.
In-App Guidance Builder
It’s easier and more intuitive to create prompts and walkthroughs. To make way for walkthroughs, the user interface for authoring in-app guidance is now similar to other builder tools in Salesforce.
Click Add again to place your prompt or walkthrough. The right side bar is where you specify the in-app guidance type, prompt type and position, and content (1). When you create a walkthrough, a left sidebar appears to display all the steps of the walkthrough (2). You can delete or reorder steps from the sidebar. The prompt updates as you enter information so you can preview as you work.
After saving new in-app guidance, a settings window appears to customize the action link or button, schedule, profile, and permission settings. And, you can name your prompt and decide to activate it or not. You can always return to the settings by clicking the settings icon in the builder header when editing a prompt (3). The header also includes:
· Helpful instructions (4)
· Other in-app guidance on the page (5)
· The status of the in-app guidance you’re editing (6)
· Action buttons (the availability of the buttons depends on the in-app guidance type and if you’re previewing or authoring) (7)
Salesforce Surveys: Deeper Org Integration and More Tools for the Builder
Create or update records based on customer responses, personalize surveys with merge fields, and gather feedback post-chat or across a customer's lifecycle. Set initial default settings for surveys. Improve response rates with more question types, a cool new way to share invitations, and improved translator experience.
Some additional features of note, courtesy of the Salesforce release general notes site:
· Salesforce Anywhere: Streamline and Optimize Salesforce Collaboration (Beta)
Centralize the Salesforce collaboration experience and increase team productivity with Salesforce Anywhere. Your users can chat with teammates inside Salesforce and get customized alerts about Salesforce data changes. And, when your users are on the go, they can use the Salesforce Anywhere mobile app to stay up to date.
· Salesforce Surveys: Deeper Org Integration and More Tools for the Builder
Create or update records based on customer responses, personalize surveys with merge fields, and gather feedback post-chat or across a customer's lifecycle. Set initial default settings for surveys. Improve response rates with more question types, a cool new way to share invitations, and improved translator experience.
· Create More Records from Global Profiles
Save time and reduce errors by cutting down on manual data entry when creating records from global profile data with C360 Global Profiles search. Create records on lead and contact standard objects along with the previously supported account object in your org.
Lightning Scheduler: Automatic Resource Assignment, Anonymous Scheduling, Enhanced Scheduling Experience for Global Users, and More
Let your users breeze through appointment scheduling with automatic resource assignment. Anonymize appointments to protect your resources’ privacy and to have the flexibility to reassign different resources if initially assigned resources become unavailable. To better serve global users, Lightning Scheduler now supports kilometers in addition to miles, and users now see appropriate date and time formats on flow screens based on their locale.