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Winter 20
Highlights
October 31, 2019
Check out monthly at
https://trailhead.salesforce.com/quests
Exciting new ways to explore Trailhead
and earn special prizes
Each month has it’s own theme with
special prizes and an extra special
badge for participation
Trailhead Quests
Winter ‘20 Release Highlights
Winter ‘20 Release Dates
• Winter ‘20 has hit preview sandboxes on September 6/7
• Non-preview sandboxes moved over October 11/12
• Main dates for Production orgs Release - October 5, 11 and 12th
Be Lightning Ready
Turn On Lightning Experience Critical Update Now Activates Starting January
7, 2020
What rolling basis means
This means that users with standard and custom profiles with Lightning
Experience User permission enabled will see “Switch to Lightning Experience”
link and will also be automatically switched into Lightning regularly.
Further Details
For further details check out:
https://admin.salesforce.com/blog/2018/be-lightning-ready-by-the-winter-20-
release
Recycle Bin in Lightning Experience
For those of us who transitioned to Lightning
Experience from Classic Salesforce, this feature
has been long awaited!
With Winter ’20, you no longer have to switch to
Salesforce Classic to access the Recycle Bin.
You can now view, restore, and permanently
delete the items in your Recycle Bin and the org
Recycle Bin.
App Launcher for Mobile Apps
Mobile apps now have an app launcher like we have in the full browser based experience which
makes it easier to switch between apps from your mobile device.
https://releasenotes.docs.salesforce.com/en-us/winter20/release-notes/rn_mobile.htm
View Opportunities Owned by Your Team with
One Click in Lightning Experience
List views now offer a filter for My Team’s
Opportunities
Printable View Lists comes to Lightning
Count Unique Values in Report Results (Beta)
See how many distinct values your report returns
with a unique count.
https://releasenotes.docs.salesforce.com/en-
us/winter20/release-
notes/rn_rd_reports_unique_count.htm
Filter Reports Using Field Comparisons with
Field-To-Field Filters (Beta)
Filter a report by comparing the values of two
different report fields.
In Setup, in Reports and Dashboards Settings,
select Enable Field-to-Field Filtering in Reports
(Lightning Experience Only) and click Save.
For example, see which cases were modified after
the closing date by filtering on cases with a last
modified date after the closed date.
https://releasenotes.docs.salesforce.com/en-
us/winter20/release-
notes/rn_rd_reports_filter_field_to_field.htm
Add a Signature to Email Templates (Preview)
With the new {{{Sender.Signature}}} merge field, email template creators can include a sender’s
existing signature in an email template. The field is available wherever the merge field picker
exists, including in emails, list emails, and enhanced letterheads.
https://releasenotes.docs.salesf
orce.com/en-
us/winter20/release-
notes/rn_sales_productivity_em
ail_templates_signature.htm
Connect to your Customers with WeChat and
WhatsApp (pilot)
Let customers communicate with support agents using WhatsApp and WeChat. WhatsApp and
WeChat are used to send messages internationally and agents reply using the Service Console.
This feature is an add-on and available to customers through a Digital Engagement add-on.
For more details please read:
https://releasenotes.docs.salesforce.com/en-us/summer19/release-
notes/rn_messaging_service_wechat.htm
Complete Tasks in a Single Click
Now users can mark tasks complete from list view.
This means users can spend more time getting things done and less time crossing them off their list
https://releasenotes.docs.salesforce.com/en-us/winter20/release-
notes/rn_sales_productivity_tasks_click_to_close.htm
.
Start Flow on a Schedule
You now have the ability to schedule an autolaunched flow on a specific date and time and
schedule the flow to run once, daily or weekly.
Activate Your Flow Without Leaving Flow Builder
Activate your flow right in Flow Builder as soon as you’re done building and testing. You can
also still activate and deactivate a flow version from the Flow Detail page.
Trailhead Simulator
For the first time, learners can get hands-on
with Marketing Cloud in Trailhead. The new
Trailhead Simulator enables users to
practice creating email templates, sending
emails, and more in a simulated Marketing
Cloud environment.
For more details:
https://trailhead.salesforce.com/en/content/l
earn/modules/quick-start-create-and-send-
an-email-with-marketing-cloud/build-a-
reusable-email-template
https://developer.salesforce.com/files/SIM_
MC_CreateAndSendEmail_Unit01/index.ht
ml
Additional Resources
• Winter ‘20 Release Notes
https://releasenotes.docs.salesforce.com/en-us/winter20/release-
notes/salesforce_release_notes.htm
• Winter ‘20 Release Highlights Trailhead
https://trailhead.salesforce.com/en/content/learn/modules/winter-20-release-
highlights
Upcoming Events
 Trailhead Tuesdays
 Tuesday, November 12th
 https://ttakl-1119.floktu.com/
 Tuesday, December 3rd
 https://ttakl-1219.floktu.com/
 Dreamforce 2019
• November 19 – 22
 Christmas Drinks
• Thursday, December 12th
• https://trailblazercommunitygroups.com/events/details/salesforce-
auckland-nz-community-group-presents-christmas-get-together-
celebrate-2019/#/
Upcoming Events
 Women in Tech – Can we really have it all?
• Wednesday, November 27th
• https://trailblazercommunitygroups.com/events/details/salesforce-
auckland-nz-women-in-tech-group-presents-can-we-really-have-it-
all-insights-from-trudy-price-about-juggling-a-tech-career-with-
motherhood/#/
 Women in Tech – A Smile Goes a Long Way
• Wednesday, December 11th
• https://trailblazercommunitygroups.com/events/details/salesforce-
auckland-nz-women-in-tech-group-presents-a-smile-goes-a-long-
way-insights-from-stefi-ezquerra-about-her-salesforce-
entrepreneurial-journey/#/

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Winter 20 Highlights

  • 2.
  • 3. Check out monthly at https://trailhead.salesforce.com/quests Exciting new ways to explore Trailhead and earn special prizes Each month has it’s own theme with special prizes and an extra special badge for participation Trailhead Quests
  • 4. Winter ‘20 Release Highlights
  • 5. Winter ‘20 Release Dates • Winter ‘20 has hit preview sandboxes on September 6/7 • Non-preview sandboxes moved over October 11/12 • Main dates for Production orgs Release - October 5, 11 and 12th
  • 6. Be Lightning Ready Turn On Lightning Experience Critical Update Now Activates Starting January 7, 2020 What rolling basis means This means that users with standard and custom profiles with Lightning Experience User permission enabled will see “Switch to Lightning Experience” link and will also be automatically switched into Lightning regularly. Further Details For further details check out: https://admin.salesforce.com/blog/2018/be-lightning-ready-by-the-winter-20- release
  • 7. Recycle Bin in Lightning Experience For those of us who transitioned to Lightning Experience from Classic Salesforce, this feature has been long awaited! With Winter ’20, you no longer have to switch to Salesforce Classic to access the Recycle Bin. You can now view, restore, and permanently delete the items in your Recycle Bin and the org Recycle Bin.
  • 8. App Launcher for Mobile Apps Mobile apps now have an app launcher like we have in the full browser based experience which makes it easier to switch between apps from your mobile device. https://releasenotes.docs.salesforce.com/en-us/winter20/release-notes/rn_mobile.htm
  • 9. View Opportunities Owned by Your Team with One Click in Lightning Experience List views now offer a filter for My Team’s Opportunities
  • 10. Printable View Lists comes to Lightning
  • 11. Count Unique Values in Report Results (Beta) See how many distinct values your report returns with a unique count. https://releasenotes.docs.salesforce.com/en- us/winter20/release- notes/rn_rd_reports_unique_count.htm
  • 12. Filter Reports Using Field Comparisons with Field-To-Field Filters (Beta) Filter a report by comparing the values of two different report fields. In Setup, in Reports and Dashboards Settings, select Enable Field-to-Field Filtering in Reports (Lightning Experience Only) and click Save. For example, see which cases were modified after the closing date by filtering on cases with a last modified date after the closed date. https://releasenotes.docs.salesforce.com/en- us/winter20/release- notes/rn_rd_reports_filter_field_to_field.htm
  • 13. Add a Signature to Email Templates (Preview) With the new {{{Sender.Signature}}} merge field, email template creators can include a sender’s existing signature in an email template. The field is available wherever the merge field picker exists, including in emails, list emails, and enhanced letterheads. https://releasenotes.docs.salesf orce.com/en- us/winter20/release- notes/rn_sales_productivity_em ail_templates_signature.htm
  • 14. Connect to your Customers with WeChat and WhatsApp (pilot) Let customers communicate with support agents using WhatsApp and WeChat. WhatsApp and WeChat are used to send messages internationally and agents reply using the Service Console. This feature is an add-on and available to customers through a Digital Engagement add-on. For more details please read: https://releasenotes.docs.salesforce.com/en-us/summer19/release- notes/rn_messaging_service_wechat.htm
  • 15. Complete Tasks in a Single Click Now users can mark tasks complete from list view. This means users can spend more time getting things done and less time crossing them off their list https://releasenotes.docs.salesforce.com/en-us/winter20/release- notes/rn_sales_productivity_tasks_click_to_close.htm .
  • 16. Start Flow on a Schedule You now have the ability to schedule an autolaunched flow on a specific date and time and schedule the flow to run once, daily or weekly.
  • 17. Activate Your Flow Without Leaving Flow Builder Activate your flow right in Flow Builder as soon as you’re done building and testing. You can also still activate and deactivate a flow version from the Flow Detail page.
  • 18. Trailhead Simulator For the first time, learners can get hands-on with Marketing Cloud in Trailhead. The new Trailhead Simulator enables users to practice creating email templates, sending emails, and more in a simulated Marketing Cloud environment. For more details: https://trailhead.salesforce.com/en/content/l earn/modules/quick-start-create-and-send- an-email-with-marketing-cloud/build-a- reusable-email-template https://developer.salesforce.com/files/SIM_ MC_CreateAndSendEmail_Unit01/index.ht ml
  • 19. Additional Resources • Winter ‘20 Release Notes https://releasenotes.docs.salesforce.com/en-us/winter20/release- notes/salesforce_release_notes.htm • Winter ‘20 Release Highlights Trailhead https://trailhead.salesforce.com/en/content/learn/modules/winter-20-release- highlights
  • 20. Upcoming Events  Trailhead Tuesdays  Tuesday, November 12th  https://ttakl-1119.floktu.com/  Tuesday, December 3rd  https://ttakl-1219.floktu.com/  Dreamforce 2019 • November 19 – 22  Christmas Drinks • Thursday, December 12th • https://trailblazercommunitygroups.com/events/details/salesforce- auckland-nz-community-group-presents-christmas-get-together- celebrate-2019/#/
  • 21. Upcoming Events  Women in Tech – Can we really have it all? • Wednesday, November 27th • https://trailblazercommunitygroups.com/events/details/salesforce- auckland-nz-women-in-tech-group-presents-can-we-really-have-it- all-insights-from-trudy-price-about-juggling-a-tech-career-with- motherhood/#/  Women in Tech – A Smile Goes a Long Way • Wednesday, December 11th • https://trailblazercommunitygroups.com/events/details/salesforce- auckland-nz-women-in-tech-group-presents-a-smile-goes-a-long- way-insights-from-stefi-ezquerra-about-her-salesforce- entrepreneurial-journey/#/

Editor's Notes

  1. https://trailhead.salesforce.com/quests https://medium.com/trailhead/communicate-like-a-boss-f6a23b2f1b82?utm_source=Landing_Page&utm_campaign=Trailhead_Quests&utm_content=September_BeMOAR September Quest is for #BeMOAR with Impactful Leadership
  2. Reminder this is in Beta therefore under the Safe Harbour – make purchase decisions based on generally available features and Products
  3. Reminder this is in Beta therefore under the Safe Harbour – make purchase decisions based on generally available features and Products