Salesforce Summer ‘20 Release Notes for Sales Cloud

Summer 20 Release is here. Like always, there’s a whole bunch of improvements and new features coming to Sales Cloud.

The list is very long, so we’ll be looking at the features that are the most exciting in our opinion. Some enhancements are bigger than usual, so let’s dig in!

Split View

First of all, a change that can bring a big boost to your users’ productivity. There’s a new layout available for list views on all objects called Split View. It allows you to display a list of records on the side of the screen and see a record’s page at the same time. For those who had an opportunity to work with the Console view, this might feel very similar. No more navigating between countless tabs in your browser. This one view is enough to quickly go forth and back between multiple records.

See the Release Notes

Enhanced Kanban Views

But that’s not all for the updates on list views! Are you and your users using the kanban view? If so, you will be happy to hear that you can now view the path configured key fields in a special panel.

See the Release Notes

Assign Tasks to Queues from Quick Actions

Sales reps can now use quick actions on the record's page or global actions to assign tasks to queues. A small but a welcome change to further increase productivity.

See the Release Notes

Dynamic forms

One of the two big changes coming to Salesforce Sales Cloud in the Summer '20 Release are the dynamic forms. It’s an amazing feature that allows to customize lightning records pages by placing any of the object’s fields across the page. This means we are no longer limited by the placement of fields in the page layouts.

Just add a field section component onto the lightning page and drag whatever fields you want in that section. It’s that easy.

It improves page load times, and also gives you the ability to use visibility rules. This really opens up lots of possibilities, as you can now hide or show fields depending on other fields’ value.

This enhancement only applies to custom objects for now. But it’s such a big improvement that we can expect it to be available for standard objects later in the future.

To enable dynamic forms, go to Record Page Settings in Setup.

If you would like to learn more about dynamic forms be sure to visit our article where we show step by step how to implement this feature.

See the Release Notes

Extended Record

There’s one more improvement for the app builder. You can now use the Related Record component to display fields from a record that’s related to a related record.

To use this functionality, you will need to create an “Update a record” action. If you are not sure how this works, check our step by step instructions. We also cover how to implement dynamic forms in that article.

See the Release Notes

In-App Guidance Builder

Thanks to the improved in-app guidance builder creating prompts has never been easier. It’s intuitive and easy-to-use.

There are also some minor improvements such as ability to clone prompts or move them around the screen.

We strongly recommend using the in-app guidance builder when onboarding users.

See the Release Notes

Lightning Experience Available on iPad Devices.

You can now enjoy the full desktop version of Lightning Experience (access to Setup included) on your iPad using Safari.

See the Release Notes

Flow Update: Record-Triggered Flow

Lots of enhancements to the flow in the summer '20 release!

First of all, you can now create record-triggered and platform event-triggered flows.

The record-triggered flow can now run after a record is saved, which means it has much more functionality, such as performing actions and accessing other records.

Here are the instructions on how to create one.

If you are familiar with working with the Process Builder this should be very easy.

First of all, choose the record-triggered flow when creating a new flow.

Choose an object which will start the flow.

And finally, configure the trigger. Just like in the process builder, we can decide if the flow should run when: a record is created/updated/created or updated. Choose “after the record is saved” to build a richer flow.

As you’ve probably already noticed this kind of flow can replace most of the workflow rules and process builder automations. This means that you can move your existing Process Builder automations to the flow builder. And it might not be such a bad idea considering how much focus the flow builder is getting from the Salesforce team. If you aren’t familiar with flows we recommend to check out some of our articles on using the flow builder.

See the Release Notes

Flow Update: Run Flows That Bypass User Permissions

You can now give your users an ability to run flows that bypass user permissions, e.g. guests from communities that don’t have direct access to certain records.

To enable this choose "System Context Without Sharing - Access All Data" from the advanced set of options when saving the flow.

See the Release Notes

Flow Update: Run Flow in Rollback Mode

You can roll back any changes that the flow made when debugging. To enable this function choose “Run flow in rollback mode” in the debug window.

There’s also a lookup component that allows you to quickly pick the right record variable for the test. Very useful!

See the Release Notes

Like I mentioned in the very beginning, Salesforce Summer '20 Release includes lots of enhancements. So here are some honorary mentions that didn’t make the list:

  • Reports based on pricebook entry fields
  • Attaching csv files to report subscriptions
  • New features for High Velocity Sales such as Einstein Call Coaching and More Sales Cadence Customization

If you are interested in learning more about all the features coming to Salesforce in the Summer ‘20 Release check the official Salesforce Summer ‘20 Release Notes.

Bart Szkaradek