Salesforce Summer 20 Release

Use Salesforce now on any device - Lightning version for your iPad

Work in Salesforce - on the go, anytime! Now access Salesforce in the Safari browser with your iPad. With a few settings, like blocking all cookies or pop-ups, you can log directly into your system and work with Salesforce as usual. Also, the new features like split views or dynamic forms are available. You can find more information here.

 

A better user experience with shared views

With the new filter function in the standard "Split Views" navigation, you no longer have to navigate back and forth between your list and records / datasets. With the split view feature, you can now see the list view and the selected record side by side. To get to a record, select it in the split view, and the record will open with the list fixed in the left pane of the desktop. You can find more information about this here.

 

Dynamic Forms

In Dreamforce 2019, the new feature was already introduced for admins, now it's live! Dynamic Forms give you the ability to create subsections of page layouts to place anywhere in a Lightning Page. You can combine the feature with visibility rules, which allows you to hide fields depending on certain values. This feature is a non-GA preview, meaning you must request it from Salesforce. The detailed release notes for Dynamic Forms can be found at here.

 

Einstein OCR

With the new release, Einstein offers OCR (Optical Character Recognition) models that can recognize alphanumeric text in images. Using a REST API, these files can be accessed after recognition. Each model is used for specific use cases. There are three scenarios here. The classic case is the extraction of texts from images. Furthermore, business cards can be read. The special feature here is that the words are directly assigned to the "person", the "address" or, for example, the "telephone number" in Salesforce. As a third use case, tables can be extracted from images. Here, rows and lines are also recognized. Use the new function to take advantage of the possibilities of artificial intelligence and let it work for you. You can find even more information about this function here.

 

Automated triggering of flows after the modification of data records

Another new feature is the "Record-Changed Flow" function. Previously, it was only possible to trigger a flow after the change/creation of records (after trigger) by means of additional applications (Apex, Process Builder). Only the triggering data record itself could be changed via a flow before the change/creation (before trigger). With the Summer 20 release, it is also possible to trigger a flow directly after a change/creation. The advantage of this is that related data records can be changed, created or deleted via the flow. Furthermore, other actions, such as an automated e-mail dispatch, can be executed. This is not possible with a flow that is triggered before the data is created or changed, since only the triggering data record itself can be edited here. This option is still available. Would you like to learn more? Read here the release notes.

 

Optimize monitoring and maintenance activities with the enhanced Optimizer app

The Salesforce Optimizer app was released three years ago. With this application, admins can check the general "health" and performance of the org. However, the reports were previously only made available as PDF files. With this release, an interactive app has been developed that displays the expert recommendations for optimizing and continuously improving the Salesforce org directly in the system. Using the sortable results list view, you can quickly identify improvements and possible optimization suggestions. Quick links in the results pages allow you to go directly to the appropriate setup page and implement the recommendations directly, if possible. For example, the Optimizer app suggests improvements that predict feature limitations or possible performance challenges that may occur in the system in the future. Here you will get to the detailed release notes.

 

In-app guidance - show your users what helpful features are available

As announced with the Winter '20 release, the in-app guidance feature is available for all Salesforce instances (or clouds) with the Summer 20 release. Administrators can use the feature to create prompts that are displayed to users directly during the application. On the one hand, these prompts can be about newly enabled, or available features that you as an administrator want to inform about. On the other hand, you can also draw attention to already existing functions in order to provide assistance to users. Increase the productivity of your users by informing them about your continuous developments directly during the application.