villanet.blogg.se - Salesforce where are critical updates listed

This is an exciting area to be a part of, and it looks like it’s only getting better with each release. Salesforce stepped up Einstein efficiencies for Service Cloud, including a lot of improvements for Bots. Increase productivity with bulk macros and run macros faster on record home page.You can now insert code snippets into case feed emails.

Decide whether Closed Status is visible to agents.View and edit case details from list view with Case hover in Lightning Experience.Case merge is finally here! This works similarly to account merges.You can route chats to agents who aren’t members of the Omni-Channel queue.Omni-Channel widget can now be minimized when you accept work.Omni-Channel Supervisor Filters are now sticky, so they remain when you log out.We weren’t kidding when we said how much your Services department has to gain from what’s coming in Spring ‘20! Here we’ve grouped some of the general changes for Services Cloud. Hover over a calendar event for more details without clicking into each event.Manage email templates using list view on the email templates home page.Schedule High-Velocity Sales emails to send at a specific time, when a customer is more likely to read.Now you can see the related account when searching for Contacts on Opportunities.The ability to hover on calendar events is surely a time saver, and choosing a specific time to send an email can increase the likelihood of closing that sale! There weren’t as many changes this time around relating to Sales, but it doesn’t mean that what they produced won’t have an impact. So, without further adieu, let’s dive in! Sales Cloud Also, Salesforce didn’t stop with the Mobile App in the last release - they carried that momentum into Spring ’20 with more updates there, as well. There were a lot of updates with Einstein across the board - both in Analytics, areas of Service Cloud, and even sprinkled in the Community Cloud. Get even more support to help you in your migration, allow me to introduce you one of the most recent additions: go to Lightning Transition Learning Map.We’ve done it again! Green Irony has scoured the pages of the Spring ‘20 Release Notes to highlight the “need to know right now” for your Admin skimming pleasure.

Use the resources shared there, ask questions, get answers, stay updated and share experiences on your migration journey. It's one of the most important sections, as you can develop wonderful products but these are only as good as they are used.Ī great place to bounce ideas and get help from your peers, specially the group #LightningNow with almost 11k members already. Give some special attention to the last section: Rollout & Adoption. There is a module for specifically this: Get Started with Lightning Experience. We couldn't miss this free way to learn Salesforce.

Take advantage of the trillion "Lightning Only features", like report subfolders, kanban, sales path visualization and call to action features.

Rethink processes, how can you reduce clicks for your users.

Rethink your pages, how can you bring more contextual information to the user.

Your customizations will work just as before, and this give you a great chance to think about the visual aspects of how things are displaying in Lightning: These reports include various elements such as what features in your Org are "Lightning Ready", as well as estimated hours for migrating visualforce pages. You can also spin a couple of migration analysis reports that will get deliveres straight to your inbox You can easily navigate to the Salesforce Lightning Migration Assistant from Setup, there you’ll find it in the top left, click "Get Started" and off you go.įrom there you can "preview" your org as it is but in lightning, you can go through some of your key processes today and see how it runs. Here you have a suite of migration tools that Salesforce has put together to help you make a painless transition. Let’s jump into some tips and tools to get you started: "To encourage everyone to work in Lightning Experience, users working in Salesforce Classic are switched to Lightning Experience on a weekly basis."Īll users with the the Lightning Experience User permission enabled are affected by this update, which includes all users with standard profiles as well custom profiles or permission sets that contain that permission. This will be listed under the critical updates section, and it will be applied to all orgs that do not have Lightning turned on yet.

With the Salesforce Spring '19 release notes we learnt that from October 2019, Lightning will be turned on for all Orgs.