Slide deck from BrightGen's webinar covering the key features from the Summer 20 major release of Salesforce. Presented by Keir Bowden (CTO) and Clive Platt (Head of Service Management). View the recording at : https://www.youtube.com/watch?v=d1RD2UPuWhc&list=PLtQLA95lrNgpmFvI_10z1xXp3Oz_CH9eM&index=2&t=0s

1. Salesforce Release Webinar
Summer 20 Highlights

2. Your Presenters
2
Keir Bowden
CTO, Salesforce MVP
@bob_buzzard
Clive Platt
Head of Service Management
www.linkedin.com/in/cliveplatt/

3. Agenda
☑ It's been emotional
☑ General
☑ Sales Cloud
☑ Service Cloud
☑ Analytics
☑ Communities
☑ Mobile
☑ Customisation
☑ Development
☑ Beta Features

4. It's been emotional

5. It's been emotional
5
• Customizable forecasting retired
• Salesforce mobile web app
• Original territory management retiring Summer 21
• Data.com Prospector and Clean licenses retiring July 31, 2020
• Pardot legacy B2B marketing analytics apps - sforce.co/31NmImD

6. It's been emotional
6
• Non-Chromium Edge - December 2020
• Salesforce for Outlook - December 2020
• Legacy folder sharing - Winter 21
• UI namespace lightning components - May 1st 2021
• Einstein voice assistant (beta)

7. General

8. Browser
Support
☑ Lightning Experience
IE11 (extended support only - ends Dec 31)
Most recent stable Edge/Edge Chromium/Chrome/Firefox
Safari 12.x+
☑ Classic
IE11 (extended support only)
Most recent stable Edge/Chrome/Firefox
Safari 12.x+
☑ Einstein Analytics
Edge
IE11
Most recent stable Chrome/Firefox
No support for Safari

9. Salesforce
on iPad
☑ Latest iPadOS (iOS 13+) required
☑ Landscape orientation only
☑ Minimum resolution 1024x768
☑ No hover
☑ No setup
☑ No Visualforce / custom iframes

10. Split View

11. Multi-Step Walkthrough
☑ Requires myTrailhead
☑ 30 day free trial

12. In-App Guidance Builder

13. Surveys
☑ Create or update records from responses
Map answers to one or more record fields
Map constants to record fields
☑ Personalise with Salesforce data
Use merge fields
Welcome page and survey questions
☑ Post chat feedback
☑ Like/dislike question type

14. Other
☑ Redirect notice for external URLs
Unless in preconfigured allowed list
☑ Dark mode disabled from lightning chrome extension
Performance issues
☑ HTTPS required

15. Sales Cloud

16. ☑ Score field is now opportunity score in all locations
☑ Field visibility guides contributing factors
Can't see amount, no amount contributing factors
Includes products, pricebooks and quotes
☑ Activity data reflected in lead score
Einstein

17. Guidance in Kanban View

18. ☑ All SSL enabled assets delivered over HTTPS
☑ Enable person account syncing without contacting support
☑ Older emails no longer in advanced email metrics
◆ List Email report on Interaction and Email Clients tab
◆ 14 month cutoff
☑ New accounts have handlebars merge language by default
◆ Existing accounts can upgrade
Pardot - Changes in June

19. ☑ Manage Pardot users from Salesforce setup
◆ Salesforce User Sync
☑ Upgrade to V2 connector
☑ Developer sandboxes GA
☑ See engagement data on opportunity records
Pardot - Summer 20

20. Other
☑ Up to 6 custom opportunity splits (from 3)
☑ Big deal alerts in LEX
☑ Custom report types for Price Book Entries
☑ Email address internationalisation
☑ Check Visualforce email templates for Guest Users
☑ Quick actions to assign tasks to queues
☑ Confetti on any step and in Kanban

21. Service Cloud

22. General
☑ Einstein reply recommendations in chat
☑ Improved chat header
☑ Customise chat header with LWC
☑ Determine agent capacity based on work item status

23. Bots
☑ Enhanced event logs, deeper insights
☑ Skills-based routing
☑ Retrain bot with single click
☑ Multi-language bots
☑ Bot builder upgrades

24. Case
Classification
☑ Recommend, automate value for lookup fields
☑ Identify cases with low confidence predictions
☑ New Einstein component for service console
Update layout

25. Knowledge
☑ Change record owners
☑ Linked articles
☑ Filter reports by data category

26. Analytics

27. ☑ Schedule recipes to run after syncs
☑ Shorter schedule intervals
☑ Notifications when recipes finish
☑ Template gallery
☑ VS Code extensions
☑ Query against multiple datasets
Einstein Analytics

28. Communities

29. Communities
☑ Override standard actions in Lightning
Replace with Lightning Component
New and Edit
Enable in Workspaces -> Administration
☑ Personalisation inside component
Navigation Menu
Tile Menu
CMS Collection
☑ Manually generate sitemap
Once every 24 hours
In addition to auto-refresh
☑ New Tile Menu
Have to delete old tile menu
Cannot recover!

30. Communities
☑ New user profile menu component
☑ New multi-level navigation menu
☑ @salesforce/community module
Use in LWC JavaScript
Get info about community
☑ Experience Bundle metadata
Theme support

31. Mobile

32. ☑ Requirements
◆ Android 7.0+
◆ iOS 12+
◆ Devices used for testing - sforce.co/2VvveCR
☑ Clear cached data any time in Android
◆ Used to have to logout
☑ Access all lists on Android home page
◆ Was 2 most recent
Mobile App

33. Report Highlights

34. Mobile
☑ Reorder navigation menu items for LIghtning Apps
☑ Mobile web browser access retired
☑ Open links with one tap (iOS 13+)
☑ Push notifications per hour
◆ 20,000 (iOS)
◆ 10,000 (Android)

35. Work.com

36. Workplace Status
Command Center
Wellness Status Task List
Covid Tracker

37. ☑ Define employee buildings, floors and zones
☑ Create facility plan to set density/occupation limits
☑ Define shifts
☑ Stagger arrival times
☑ Staff manage availability and shifts
◆ Via Salesforce mobile app
Shift Management

38. Customisation

39. Flows
After save flow
☑ Access database set fields
☑ Same elements as autolaunched flow
☑ Create/update relate records

40. Flows
☑ Trigger flow when platform event received
☑ Rollback mode when debugging flow
◆ Synchronous DML statements only
☑ "New Flow" page improvements
☑ Improved "Start" component

41. Flows
☑ Guidance when building flows
☑ Pass record when launching flow
◆ Quick Action
◆ Lightning Page
☑ Run flows in system context
☑ Screen components reflect changes after Next transition
☑ Lookup component
◆ Search on any searchable field

42. Flows
☑ Send error email if platform event cannot start/restart flow
☑ Sample Flow Report: Screen Flows
◆ Custom report type and report
◆ Analyse usage
☑ Debug logs track limit consumption

43. Other
☑ Record full view GA
◆ Details and related lists in single page
☑ Secure guest user record access setting enabled
◆ More details and timeline : sforce.co/31mDKI2
☑ Minimum access user profile
☑ Multiple addresses for individual and person accounts
◆ Store contact preferences
◆ Reference from contact point consent record
☑ Customize engagement channel field on consent records

44. Development

45. Communicate across UI technologies
☑ Lightning Web Components
☑ Aura Components
☑ Visualforce
☑ Includes utility bar
☑ Single page or entire application
Lightning Message Service GA

46. ☑ Share CSS between Lightning Web Components
☑ Check permissions in Lightning Web Components
☑ isConnected property
☑ Get child elements by tag/class name
Lightning Web Components

47. Beta Features

48. ☑ Are preview
☑ Are not part of "services" under MSA
☑ Are not supported
☑ May never go live
☑ May be discontinued at any time
Beta Features

49. Source Tracking in Sandboxes
☑ Push/pull source to/from sandbox
☑ Only changes are synced
☑ Developer / Developer Pro sandboxes only
☑ Salesforce CLI / VS Code extensions

50. Einstein Search
☑ New setup option - Enable Einstein Search
☑ Natural language search
◆ Use everyday words
☑ Simplified permission names
☑ Better recommended results in mobile

51. Mobile Publisher App Playground
☑ Anyone with community access can use
☑ Supports most features of Mobile Publisher for Communities
☑ Easy switch between testing modes (iOS only)
◆ Production
◆ Sandbox
◆ Demo

52. Salesforce Sharing with Knowledge
☑ Lightning only
☑ Data categories no longer control sharing
◆ Still classify articles
☑ Contact Salesforce to enable
◆ May not be right for all orgs
◆ Cannot create rules to control sharing with guest/high volume user
◆ Test in Sandbox

53. Attach CSV Files to Report Subscription
☑ No email body
☑ Record details in file
☑ Choose encoding
☑ Enable in setup

54. Dynamic Forms
Non-GA Preview!
☑ Break up record fields and sections
☑ Decoupled from page layout
☑ Lightning app builder only
☑ Supports visibility rules
☑ Custom objects only

55. The End

56. ☑ sforce.co/2NCpVNB
☑ Release notes
☑ Webinar recordings
☑ Videos
☑ Trailhead release badge - sforce.co/2RAyKJk
Release
Readiness

57. Questions?
Events @BrightGen.com

58. Thank you
Events @BrightGen.com