Salesforce Summer 20′ Release Notes

Hi All,

Sharing in this information reg. some of the important features and changes i have gone through from the new Salesforce Summer 20 release notes.

summer20

Before going to into each feature, find below information.

Link to check release notes:
https://releasenotes.docs.salesforce.com/en-us/summer20/release-notes/salesforce_release_notes.htm

Preview sandbox Info:

https://www.salesforce.com/blog/2019/12/spring-20-sandbox-preview.html?eid=ss-blog-nl&d=7010M000000uW0VQAU&internal=true

Sandbox Calculator to see your sandbox has preview

https://sandbox-preview.herokuapp.com/

Schedule:

Summer ’20 release schedule:

  • May 4th – Release notes are published
  • May 29th– Sandbox refresh deadline/cutoff date, to ensure your sandbox gets early access to Summer ’20 features. You can use the Sandbox Refresh Calculator to help you check your sandbox environments.
  • June 12th & July 10th– Some early access instances of Salesforce will get the Summer ’20 release.
  • July 17th-18th– Most Salesforce environments will get the release over this weekend.

Security, Privacy & Governance

1. Enable Two-Factor Authentication for External Users

Salesforce added the Two-Factor Authentication for User Interface Logins user permission to the External Identity license. So now you can enable two-factor authentication for your external users, just like you do for your internal users. Simply enable this user permission on an external identity user profile or assign a permission set with this user permission to external identity users.

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2. Initiate Two-Factor Authentication with Apex

Initiate your two-factor authentication process with two new Apex methods in the System.UserManagement class. To verify a user’s identity with email, phone (SMS), or Salesforce Authenticator verification, pair the methods—one to initiate a verification service and one to complete the verification service. For password or time-based one-time password (TOTP) verification, you can use the second method alone to provide a complete verification service.

Depending on the type of verification, use one or both of these Apex methods.

  • System.UserManagement.initVerificationMethod
  • System.UserManagement.verifyVerificationMethod

 

3. API Only Users Can Register for Two-Factor Authentication in the Salesforce UI

Allow API only users access to the Salesforce UI to register for two-factor authentication. After a successful authentication, API only users are restricted from accessing the UI.

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4. Filter Login History by Application and Login Types

You can now filter Login History reports and list views by the type of application a user logged in from, such as a mobile device. You can also filter by the type of login, such as Outlook integration logins. These filters apply to login data captured over the past 6 months.

Create a Login History list view with the Application and Login Type fields selected.

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5. Speed Up Org Maintenance with the Optimizer App

Introducing the Salesforce Optimizer app, the 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 we inspect your org. Quickly identify issues that require immediate attention by using the sortable results list view. Read through the Salesforce recommendations to plan next steps. Use quick links on result pages to go directly to the applicable Setup page. Previously, you could only consume Optimizer content by scrolling through an English language report delivered as a PDF file.

Who: Users must have the Customize Application, Modify All Data, and Manage Users user permissions to access the Optimizer app. Unlike the Salesforce Optimizer PDF report, which was only available in English, the app is translated into end-user languages.

Why: The app makes it easier to be strategic about planning org maintenance. Instead of scrolling through pages of a static PDF report for results and next steps, use the sortable results list view. The Optimizer’s split-view console navigation makes it easy to review results without losing context.

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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.

How: From Setup in Lightning Experience, enter Optimizer in the Quick Find box, then select Optimizer.

6. Redirect Notices for External URLs

To provide greater security, we now process and redirect links to external URLs, or any location outside the Salesforce App.

This change affects links in the Salesforce App that point to external URLs.

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Click a link. For link targets outside the Salesforce App, if the URL is whitelisted, there is no change in behavior—the page opens normally. If the target URL is not in the whitelist, a page opens and asks you to confirm the redirection to the external URL. Click Confirm to open the page immediately or click Cancel to prevent the redirection.

7. Require Secure HTTPS Connections

Require Secure HTTPS Connections was an update in Spring ’20 and was enforced in production orgs on May 1, 2020. As part of updates related to Google Chrome’s SameSite cookie changes, HTTPS connections are required to access Salesforce. HTTP connections are no longer permitted. This update enabled the Require secure connections (HTTPS) setting on the Session Settings Setup page and prevented it from being disabled. The Require secure connections (HTTPS) for all third-party domains setting isn’t affected by this update

To view this update, from Setup, in the Quick Find box, enter Critical Updates, then select Critical Updates. For Require Secure HTTPS Connections, click Review.

8. Protect Your Data with Enhanced Mobile Security Updates

More protection has been built into the enhanced mobile security for the Salesforce mobile app. You can now enforce new policies such as forcing a user to log in again when their mobile device has been restarted. These new policies further secure your Salesforce app data and users’ personal data.

Enhanced mobile security updates include enforcing users to log in again when their mobile devices have been restarted or a new biometric ID has been added. You can also specify a number of days a user is offline without a policy refresh and disable URL caching (iOS only).

How: In Setup, search for Connected Apps and select Manage Connected Apps. Select the app that you want to modify, and add and configure policies as custom attributes.

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User Experience/Usage

 

9.Split View for Standard Navigation

With split view, you can see a list view and a record side by side. To move on to a new record, select it from the split view, and the new record opens with the list still in view. No more navigating back and forth between your list and your records. Split view is great for going through records in sequence or for quickly skimming through a set of records. The split view panel is collapsible for extra flexibility.

To access split view, select Split View from the Display As dropdown menu. If you select split view for an object, that object automatically loads in split view until you change its Display As view.

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In split view, open a record to see it next to your list. To collapse the list (1) view, click . Click  to expand the list again.

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Note: Split view supports only objects that are on the navigation bar. To use split view, make sure that the object is added as a navigation item on the navigation bar. Split view previously was available only for the console navigation style.

10. Understand Participant Likes and Dislikes : Surveys

Use the new Like or Dislike question type to define questions that let participants express their opinion.

you can include images of your products in a question and learn whether participants like them. Or, you can use the Like or Dislike question type to gauge whether customers are happy with their case resolution.

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How: In the Survey Builder, click Add Question, and select Like or Dislike. Use one of the three provided sets of icons with their default labels, or customize the labels for your question.

11. Gather Post-Chat Customer Feedback

Use surveys to gather customer feedback at the end of an Embedded Chat session. Your customers stay in the chat window to respond.

To open a post-chat survey within the chat window in communities and external websites, activate the survey, and select it as the post-chat survey in the corresponding Embedded Service deployment. Also, to open a post-chat survey within the chat window in a website, whitelist the website’s URL on the Session Settings page to allow inline framing of surveys within the URL.

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12. Streamline Appointment Scheduling with Automatic Service Resource Assignment

Enable automatic service resource assignment to let your users quickly schedule appointments without having to choose a service resource. You can also give users the option to manually select a service resource or have one assigned automatically

Customers or guest users don’t always know the names of service resources or they don’t really care about which resource is assigned to them. With automatic resource assignment, they can schedule appointments without selecting a service resource. Based on the selected time slot, an appropriate service resource is automatically assigned to the appointment.

How: Use the new Anonymous Booking and Service Resource Booking attributes on your flow screen component. The affected flow screen components include Select Service Resource, Service Resource Availability, and Select Service Resource and Service Appointment Time. By default, Anonymous Booking is set to False and Service Resource Booking to True, and there’s no change in your flow’s behavior.

  • To skip the resource selection page and automatically assign service resources, set Anonymous Booking to True and Service Resource Booking to False.
  • To give users the option to choose between automatic resource assignment and manual resource selection, set both Anonymous Booking and Service Resource Booking to True.

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 13. Streamline Your Flows with the Review Inbound or Outbound Service Appointment Component

Users can now review inbound or outbound service appointments with a new flow screen component. If an “Access to entity ‘Lead’ denied” error appears when scheduling an appointment, you can replace the old Review Service Appointment component with the new component.

The Review Service Appointment flow screen component causes an error when authenticated community users try to schedule an appointment. Most commonly, users with the Customer Community Plus license get this error.

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How: Edit your Lightning Scheduler flow that experiences this problem, and replace the Review Service Appointment component with the Review Inbound or Outbound Service Appointment component.

14. Search with Everyday Words Using Einstein Natural Language Search (Beta)

Natural language search lets users enter common words and phrases in the search box to find the records that they want. Natural language search is supported for accounts, cases, contacts, leads, and opportunities.

if your sales rep enters my closed cases last year, Einstein Search interprets those words as a person does. The results show every closed case owned by that sales rep in the last year. Examples of natural language search are available in the Help documentation.

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15.Lightning Extension’s Dark Mode Feature is Temporarily Disabled

Dark mode is disabled while we resolve some performance issues

16.Keep Working with Tab-Focused Dialogs

In Lightning console apps, dialogs no longer stop you from interacting with the rest of the UI. This release update limits the focus of dialogs triggered by a workspace tab or subtab to only the tab that triggered it.

To activate this release update before October 19, 2020, from Setup, enter Release Updates in the Quick Find box, then select Release Updates. For Keep Working with Tab-Focused Dialogs, click Activate.

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After the update, when you trigger a dialog, it’s limited to the tab that created it.

17. Celebrate Milestones with Confetti in Kanban Views

Reward your teams for their successes—such as winning an opportunity—no matter which feature they use to manage deals and projects. When you set up a confetti toss for users who reach a designated step in a path, corresponding kanban views now toss confetti, too. Celebrations don’t work on the status Converted on leads.

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How: In Setup, use the Quick Find box to find Path Settings. Enable Path and create a path, or edit one. In step 3, select settings for celebrations. Celebrations are triggered in a kanban view when they’re configured for a path for the same object, record type, and picklist.

18.Get Guidance on Your Company’s Processes in Kanban Views

users can now benefit from the same tips and expertise whether they use paths or a kanban view to work deals. When you use a path to specify key fields and guidance for a sales process or a project, corresponding kanban views now surface that information, too.

Reps stay aligned with your company’s sales processes while they track and update data on their deals. They can open and close the details panel by clicking

(1). When a rep selects a card, the panel shows the first four compact layout fields

(2) plus available key fields and guidance

(3). The panel shows key fields and guidance when they’re configured for a path for the same object, record type, and picklist as the kanban view. Reps can edit a record’s key fields inline, without leaving the kanban view.

How: In Setup, use the Quick Find box to find Path Settings. Enable Path and create a path, or edit one. In step 2 of creating a path, for each step in your sales process, select key fields and provide success guidance for your sales processes.

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19. Customize the Territory Object Labels

We can now show custom Territory object labels to your users. For example, if your company calls sales territories “districts,” change the Territories label to Districts. The custom labels replace instances of Territory and Territories on end-user pages. For example, the Assigned Territories related list on accounts becomes Assigned Districts.

How: On the Rename Tabs and Labels page in Setup, enter a new name for the Territories tab.

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20. Get More Control Over Who Sees What

We can choose the access level that users get to the opportunities assigned to their territories’ child territories. For example, let’s say you set the access level to view and edit. Now users can edit the opportunities assigned to their territories’ child territories. Previously, view access was granted.

Set the opportunity access level for parent territories on the Territory Settings page in Setup, under Opportunity Territory Assignment.

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With API access, you can also set the opportunity access level by using the t2ForecastAccessLevel field in the Territory2Settings

21.Labels Improved for Enterprise Territory Management Details

New labels make standard Account and Activities reports easier to use when you include information about territories. The new labels also appear in the object management field settings for territories and on the territory detail page in Setup.

For standard Account and Activities reports, the report builder and output now show:

  • Territory Label instead of Label.
  • Territory Description instead of Description.

How: On the Rename Tabs and Labels page in Setup, you can replace Territory Label with a text of your choice. Your custom label appears in the report builder and output and in the Object Manager field settings for territories.
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22.Streamline Pricing Management with Product and Pricing Custom Report Types

Create custom report types based on price book entries. Managing and updating pricing is easier and more efficient now because users can build reports based on products and pricing. When creating custom report types, you can use price book entries as a primary object. For custom report types that have product as the primary object, we added price book entries as a secondary object.

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Not only can you get better product and pricing reports, but you also track and report on custom fields you added to price book entries.

23.Help Chat Agents Respond Faster with Einstein Reply Recommendations

Einstein Reply Recommendations analyzes data from chat transcripts to generate replies that address your customers’ inquiries. As agents chat with customers, they can select the most relevant reply from a list of recommended replies in the Lightning Service Console. Einstein only recommends replies that you reviewed and published.

To publish and manage replies, you need:

  • Permission to create quick text
  • Manage Replies for Einstein Reply Recommendations user permission

To use replies in the console, agents need the View and Act on Einstein Reply Recommendations user permission.

How: Turn on this feature on the Einstein Reply Recommendations page in Setup. Then, build your predictive model so Einstein can generate replies based on past closed chats. Identify the replies that you want to make available to your support team, edit them if needed—for example, to add a merge field such as the customer’s name—and publish them to quick text. Agents see recommended published replies in a Lightning Service Console component, and can select one and insert it into a chat.

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Manage your published replies just like you manage quick text, and pause recommendations at any time. For example, if you update a business policy, you can pause recommendations to remove or update replies that reflect your old policy.

24. Lightning Service Console layout to display Einstein Case Classification recommendations

Einstein Case Classification recommendations are currently shown in the Case Details related record component in the Lightning Service Console. Though this component is still available, it will stop showing these recommendations in the Winter ’21 release. To give yourself some wiggle room, we recommend that you switch to the new Einstein Field Recommendations component.

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How: Drag the Einstein Field Recommendations component onto your Lightning Service Console layout, and select Case Classification as the type.

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Salesforce Mobile App

25. Open Links with One Tap on iOS

Salesforce mobile app users with iOS 13 or later can now tap only once to open Lightning URL and Chatter notification links on their phones. Previously, users tapped their way through an obstacle course of screens to view the content.

Previously, when users tapped a Salesforce link from their mobile email, they tapped through the “Open in Salesforce?” popup before getting to their content. If users didn’t have the mobile app installed, there were more screens and more taps. Now, getting to the mobile app is simple.

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This feature also works on iPad for users who have the Salesforce app installed on their device. iPad users without the app installed are taken to the page in Lightning Experience on their browsers. iPhone users without the app installed are prompted to install it.

Android users are prompted to choose the right app the first time they tap a Salesforce link, and they can tell Android to remember their choice. That experience doesn’t change.

26. Reorder Navigation Menu Items for Lightning Apps

Mobile users have more control over how they set up their navigation bar and navigation menu. In any Lightning app with personalization enabled, users can reorder their navigation items in the Salesforce mobile app. Previously, users had to make changes in the desktop version of a Lightning app. These changes affect the mobile navigation menu, the mobile navigation bar, and the desktop navigation bar

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To reorder items, go to the navigation menu, tap the Edit icon, then drag items as needed.

How: Personalization is enabled by default in a Lightning app. But if you don’t want your users to personalize the navigation bar for a specific app, disable personalization. From Setup in Lightning Experience, go to the App Manager. For the desired app, select App Options. Select Disable end user personalization of nav items in this app.

27. Clear Your Cache Anytime on Android

Android users can ensure that they see the most up-to-date record layouts and data by clearing the cache right in the Salesforce mobile app. Previously, Android users had to go to their device settings to clear the cache.

Instead of quitting the app, then reopening it to force data to update, users can now go to their profile menu. Under Settings, tap Advanced, then tap Clear Cached Data.

28. Access All Lists on Android Object Home Pages

Android users can access all of their lists on object home pages. Previously, users saw only the two most recent lists they accessed on the Salesforce desktop site, which left new users with empty, not-so-useful object home pages.

For many users, lists are a great way to sort, prioritize, and analyze the records that are most important to them. In addition to the user’s two most recently accessed lists, each object home page includes a link to view All Lists for that object.

Below the lists, users can easily revisit recently accessed records for the object.

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29.Send More Push Notifications with Increased Limits

Salesforce increased our limits for mobile push notifications to 20,000 iOS and 10,000 Android push notifications per hour per org. Previously, we limited push notifications per day, and the limits varied by type of mobile app.

30.Use the New Minimum Access User Profile

Now you can assign a least-privilege profile to a user, and then add more permissions via permission sets and permission set groups. The Minimum Access – Salesforce profile includes Access Activities, Chatter Internal User, Lightning Console User, and View Help Link permissions.

 

Configuration & Customization

31.Update Email Alerts That Use Corrected Approval Merge Fields

Approval merge fields now provide the correct values in email alerts for approval actions, rejection actions, final approval actions, final rejection actions, and recall actions. If you previously customized your email templates to work around the incorrect values in approval merge fields, update those email templates to accommodate the corrected values. New email templates for approvals are now easier to set up because merge fields in email alerts contain the values that you expect them to.

In each approval process, check for email alerts in the approval actions, rejection actions, final approval actions, final rejection actions, and recall actions.

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For each email alert, check whether the email template contains any updated merge fields, such as {!ApprovalRequest.Status} or {!ApprovalRequest.Process_Approver}. Update the email templates as needed to accommodate the corrected values. This table lists the corrected merge fields.

Merge Field Incorrect Value Correct Value
Approval Process Step Name

{!ApprovalRequest.Process_Step_Name}

“ApproveEnd” or “RemovedEnd”. Name of the current step.
Approval Step Approver

{!ApprovalRequest.Process_Approver}

Approver from the previous step. Approver from the current step.
Approval Step Approver ID

{!ApprovalRequest.Process_Approver_Id}

User ID of the approver from the previous step. User ID of the approver from the current step.
Approval Step Assignee

{!ApprovalRequest.Process_Assignee}

Assigned approver from the previous step. Assigned approver from the previous step.
Approval Step Assignee ID

{!ApprovalRequest.Process_Assignee_Id}

User ID of the assigned approver from the previous step. User ID of the assigned approver from the current step.
Approval Step Comments

{!ApprovalRequest.Comments}

When left blank, comments are from the previous step. When left blank, comments are blank.
Approval Step Response Date

{!ApprovalRequest.Response_Date}

Date when the previous step was acted upon. Date when the current step was acted upon.
Approval Step Status

{!ApprovalRequest.Status}

Approval status after the previous step. Approval status after the current step.

32. Control the Order of Active Approval Processes Programmatically

you can control the order of your active approval processes by using Metadata API, change sets, and unlocked packages. When you deploy via Metadata API, use the processOrder field on the ApprovalProcess metadata type to control the order. Previously, you controlled the order only from Setup.

To control the order of approval processes via Metadata API, activate them and then in a separate operation use the processOrder field.

33. Add Dynamic Actions to the Highlights Panel for Custom Objects

For custom objects, you can use the Lightning App Builder instead of the page layout editor to choose which actions appear in the Highlights Panel on the object’s record page. Control visibility for each action based on factors that you specify.

In the Lightning App Builder, add the Highlights Panel to a custom object’s record page. In the properties pane, select Enable Dynamic Actions (Beta, desktop only) (1). Actions that you add are listed in the properties pane. An eye icon  next to an action’s name indicates that visibility rules are applied (2).

To add an action, click Add Action (3). In the Actions modal, choose an action (4) and click Add Filter (5) to assign visibility rules. You can specify action visibility based on record field, device type, and other filters, to control which actions appear for which users.

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 34. Break Up Your Record Details with Dynamic Forms 

Dynamic Forms is the next step in the evolution of Lightning record pages. It adds the ability to configure record detail fields and sections inside the Lightning App Builder.

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Dynamic Forms benefits you in these ways.

  • An instant upgrade from page layouts: Place fields and sections wherever you want.
  • Better page performance: Put fields and sections into accordion components or tabs to significantly improve page load times.
  • Dynamic layouts: Use visibility rules to show and hide fields and sections.
  • Simpler layout management:
    • Manage the fields and sections on your pages in the Lightning App Builder without touching the page layout editor.
    • Reduce the number of page layouts you need with component visibility rules.
    • Take advantage of a single assignment model for the Lightning page instead of the dual model of assigning a Lightning page and a page layout.

 

 35.One-Stop Shop for Automation: Starting a Flow

As part of the change, the trigger points for a Flow have been brought ‘in-house’. No longer requiring a trigger/apex or Process Builder to start the flow.

Along with being able to start Flows directly, and Admin can also choose if they are run before or after a record has been created or edited!

For example, this would allow you to update field values on the record BEFORE it is saved to the database. Need to override a specific field when criteria is met? You can now do this via Flow!

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You can now configure how/when a Flow starts, within Flow Builder.Admins, can also configure a flow to start directly if a Platform Event is received. To also recognise these changes, you can also use the Flow Wizard to select the new ‘type’ of Flow:

35.1

New  Flow Templates in Salesforce, as part of Summer ’20 Release

Debugging a Flow, gets a little easier too. With the ‘Rollback Mode’, allowing you to undo any record changes that were made as part of debugging a Flow:

35.2

Flows: Now with Rollback Mode

And Flows now also have the ability to run, as a ‘System User’.

One use case for this would be to allow the Flow to ignore Sharing Rules within your org.

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36. Generate Sitemaps for Your Community Pages

In Experience Builder, navigate to the SEO tab in settings and click the Generate Sitemap button to manually generate a sitemap for your community.

You can manually generate a sitemap once every 24 hours, and track the status of the sitemap as it processes.

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37. Personalize Surveys with Your Salesforce Data

Provide a personalized and more contextual experience for your participants. Use merge fields to insert your Salesforce org’s data into surveys. You can add merge fields to the Welcome Page, and to survey questions.

Open a survey, click Advanced Settings, and select Merge Field Variables. To ensure that participants don’t view data that you don’t want them to, define the merge field access. You can configure four types of variables and then use those variables to insert merge fields. You can create a variable to insert information about the record that’s associated with the invitation. You can also define a variable to insert personalized information such as the participant’s name. And you can create multiple variables to insert information about your Salesforce org or to insert custom values.

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38. Experience Bundle Supports Theme Layout Properties

ExperienceBundle now includes theme layout properties when retrieved, making it easier than ever to programmatically update your Lightning communities.

In Experience Builder, each theme layout includes several properties that let you configure the layout, such as hiding the header and navigation or setting the maximum page width.

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Previously, ExperienceBundle didn’t include these properties in the theme_name.json files contained in the theme folder.

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39. Take Personalization Further with Navigation Menus, Tile Menus, and CMS Collections

We can personalize CMS collections, navigation menu, and tile menu variations within their components. Previously, you could only personalize page variations, branding sets, and components.

In Experience Builder, click the component. Click Personalize, and assign audiences to the collection, navigation menu, or tile menu.

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40. Override Standard Actions in Lightning Communities

Personalize your communities users’ experience by adding a custom Lightning component to replace standard forms when users click the New or Edit button. Use action overrides when your community and portal users require a more customized user experience than the Salesforce standard page provides.

To override actions in a community, select the Override standard actions with the Lightning component option in Experience Workspaces > Administration. The action you choose in Lightning Experience is the same action that you use to override actions in Lightning communities.

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Hope its helps you

Thanks

Jayakrishna

Facebook Page: Jayakrishna sfdc Blog – https://www.facebook.com/groups/615517438930811/

Twitter: https://twitter.com/jayakrishnadoc

Blog/website:  https://jayakrishnasfdc.wordpress.com

 

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