Our Favorite New Features for Salesforce Spring ‘19

Our Favorite New Features for Salesforce Spring ‘19

The Salesforce Spring ’19 Release is now out in your production instances, as I’m sure you’ve noticed by the new image of Einstein on your load screens! Don’t worry, our team of Salesforce consultants is here to go through all 432 pages of the release notes so you don’t have to. We’ve highlighted just some of our favorite new features below for beginner and veteran admins alike.  

Pinned List Views 

You can now set your go-to list view as default when you navigate to that object. Just click the pin icon next to the name of your list view. If you’d like to pin a different list view, navigate to that list view and select the pin to change your setting. Each user can pin their own list view, giving your users more control over their Salesforce experience. 

Salesforce list view unpinned

Salesforce list view pinned

Do you have more than one list view on an object that you’d like to access quickly? Don’t forget about the Favorites feature! 

Printable View 

Just like you could with Salesforce Classic, users can now print a record page using the ‘Printable View’ button in Lightning Experience. Make sure to add the action to the Mobile & Lightning Actions section in your object page layouts, and you’re good to print! When in Printable View, choose to expand or collapse different sections on your page layout so only the relevant information is shown. 

Salesforce printable view select

 

Salesforce printable view

Custom Resources in Help Menu 

Add your own company-specific resources and links in the Lightning Experience Help Menu and make sure your users always have access no matter where they are in Salesforce. This is especially useful if your organization uses a lot of customization where standard Salesforce resources won’t help much. 

In Setup, use the Quick Find box to search for ‘Help Menu’. Specify what you want your custom section to be called so it’s easily recognizable by your staff. Then add up to 15 resources and reorder them as you see fit. Once you have a resource added, you can then enable the custom help menu for your users. You can also hide the standard Salesforce resources provided by default.  

Salesforce custom help settings

 

Salesforce custom help menu

Identity-First Login Pages 

Simplify the login process for your users by configuring an identify-first login with My Domain and Login Discovery. Users will be able to enter a unique identifier such as their email address or phone number and authenticate based on that. If your organization has single sign-on (SSO) configured, then users can skip this step completely and be sent directly to the identity provider’s login page to authenticate.  

Salesforce login identifier

ECHO uses SSO via Okta for our own Salesforce instance, which means we authenticate directly via Okta.  

ECHO Okta login

Field References (Beta) 

Admins can now check where a custom field is being used or referenced before they go to edit or delete it. This makes it easier for admins to manage their Salesforce org and know how a change to a custom field could affect something else. Ultimately, this makes admins lives easier and removes some of the guessing game. Just click the ‘Where is this used?’ button to view a list of references to validation rules, formula fields, Apex classes, Process Builder and more. This feature is in beta right now and only accessible in sandbox orgs. 

Salesforce field references (Beta)

Conditional Formatting on Reports (Beta) 

Help your users identify records that need immediate attention and gain insights by setting up conditional formatting on summary or matrix reports, now in Lightning Experience. When editing a report, click the Conditional Formatting button on the bottom right.   

Salesforce conditonal formatting

Apply up to five formatting rules and define three ranges for each rule with customized colors. 

Salesforce conditional formatting report

There are so many more features in the Spring ’19 Release, and these are just some of our favorites. We encourage you to take a look at the release notes, but feel free to ask your ECHO Salesforce team for recommendations!