Learn MOAR with Summer ’20 Release Highlights for Admins

Join us and discover the new Summer ’20 Release features for admins and developers. We know each release brings with it lots of amazing, new functionality and there can be a lot to digest. With Learn MOAR, we’re packaging the release and bringing it to you in manageable, bite-sized pieces.

Learn MOAR

It’s easy to get started. First, dive into the trailmixes with key release highlights for admins or developers, or both! (And don’t forget to hit Follow.) Then, check in over the next few days to read our favorite Summer ’20 Release features on both the Salesforce Admin and Salesforce Developer blogs.

Be sure to follow and complete the trailmixes by July 31, 2020, to earn a special community badge and unlock a $10 donation to Bibliothèques Sans Frontières (Libraries Without Borders), a nonprofit that works to ensure all people have equal access to information, education, and cultural resources, regardless of their circumstances.

New Lightning features in Summer ’20

The Salesforce Summer ’20 Release has a lot of great stuff for admins. Here are five features coming in Summer ’20 that I’m pretty excited about and that our community has helped to shape! Our customer feedback is instrumental to the innovation delivered with release features, and we want to hear from you! Make sure to join the IdeaExchange Reimagined group on the Trailblazer Community to participate in future product prioritization and feedback.

Split view on standard objects

Do MOAR with the handy Object Split View. This is an instant productivity boost so your users can work through records quickly from any list view on any object. For example, your Sales reps can work through a “Closing Next Month” list view to click into each opportunity and then click back to the tab. If your reps need to make a phone call or send an email on each of these deals to get an update, they can swiftly log activity against the record and then move on to the next one.

View the release notes here.

Report Subscriptions with Attachments

This is definitely one of those “if I had a dollar” for every time someone asked for a report to be attached as a file in a report subscription email. Now, subscribers will see a new option on the report subscription page which will let them request a .csv file. The file can hold up to 15,000 rows and 30 columns. Subscribers can quickly begin working with the data as soon as the email hits their inbox. Yes, we want everyone to always be in Salesforce BUT hopefully, this will satisfy the folks that need that raw data.

View the release notes here.

Kanban Key Fields and Celebrations

Kanban view delivers more productivity and fun with Summer ’20. First, if your Sales rep reaches an important stage, you can celebrate that success with confetti while in the Kanban view. As they drag that opportunity to the assigned “confetti” stage, they will enjoy an awesome confetti drop.

Second, Key Fields are now available for edit from Kanban! On the right-hand side of the Kanban view, Sales reps can edit the selected opportunity and view the Guidance for Success. This brings the benefits of Sales Path right into Kanban for improved efficiency.

View the release notes here.

Minimum Access Profile

Sometimes there is a specific business need, such as integration with another system, to allow a user to have minimal access to your Salesforce instance. With the new Minimum Access Profile, you can assign permission sets and increase their access aligned with the business need. This can save a lot of time because admins no longer need to clone a profile and then spend time removing specific permissions; they can start from this profile and then add the desired permissions on top.

Assign Tasks to Queues directly from a Record

In Spring ’20, we brought you task queues, and now your end users can assign a task to a queue right from the record. It saves them time because they no longer need to navigate to the activities tab to complete this action. Right from the record, they can assign it to a task queue and move on with their day.

Einstein Search (In Beta)

Beta in Summer ’20, Einstein Search allows your users to quickly find the records they’re looking for across all of Salesforce, using natural language, and to take action right inside the search results, with a minimum of clicks. This is a terrific productivity-enhancer for your end-users, and this works on both desktop and mobile. Enable this in production, assign the new Permission Set to a few of your Salesforce Superusers, and you’re off to the races!

You can read MOAR about enabling this feature here.

#LEARNMOAR AND SHARE

Those are just a few of the super-popular features released in Summer ’20! What are your favorites?
Share what you love about new features in the Summer ’20 Release with #LearnMOAR and #AwesomeAdmin.