Winter is coming! It’s that time of year for Salesforce’s winter release, and there are some really cool new features coming your way. In this post, we highlight our 10 favorites, but you can see the full official list of new features here. You can also now test these new features in your sandbox, and the release will be applied to most production instances on October 6th.
Powered-up list views are front and center this year and are getting a well-deserved upgrade. Back in the good old days, list views were simply a way of sorting your records. They could already perform inline edits and add charts, but now it’s come to light that list views are key to users’ day-to-day activity. The following features listed here for Salesforce Winter ‘19 have taken the list view to a whole new level! We’ve then got a few features that give a serious boost to the UI with enhanced emails, event planning, reporting, and change management.
#1 Sharing Your List View
List views used to be either private or public, i.e., visible to one person or everybody. This could be frustrating when just a select group of people wanted to use a list view, and many organizations would end up with a massive list of lists!
You now have the ability to share your list view to specific groups by searching through roles, public groups, and territories.
#2 Mass Change Owner in List View
This feature is great for quickly re-assigning up to 200 selected leads, cases, or custom objects. Imagine being able to quickly re-assign all the leads when a salesperson goes on holiday or re-assign a set of cases from a support team that is getting overwhelmed.
#3 “Where Is This Used” Tool
Salesforce is finally moving towards improving their change management tools. This new BETA feature is definitely a step in the right direction. It’s basically the poor man’s version of Panaya’s Release Dynamix for Salesforce (RDx). It will tell you where fields are referenced, whereas before you’d only find out once you’d deleted it! The problem is, it’s only fields and a reference. You can’t then manage any updates you need to perform to the field or the items referenced. RDx offers a much more detailed and broad impact analysis that then drives dependency maps and test scoping.
#4 Search the List
The search bar has finally found its way onto list views. This means that you can quickly hunt for records in a specific list, rather than having to sift through all the options in the main search tool. This will be great for, say, when you want to quickly hunt for your open opportunities for a specific account.
#5 Customize Your Display
The best thing about this feature is that it’s completely up to the user’s personal preference. You can now switch between the old “Comfy” view and the new “Compact” view. The new Compact view basically gets rid of about 30% of the whitespace on the record page, allowing you to view more fields on the page without the need to scroll. This feature doesn’t require any configuration and has nothing to do with the Compact Layout.
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#6 Series of Events
You can now create an event series—a big move towards using Salesforce as your scheduling tool. This will be great for those monthly account reviews or weekly scrums on projects. With the ability to define the frequency of events, which days of the week they will fall on, and the duration of a given series, you can create an event plan in a matter of minutes.
#7 Get Rid of All Those Tabs!
You can now clean out all the unpinned tabs with the hotkey shift+w. It was a great feature to be able to have all the items you’ve looked at right there for you to access again, but they can build up very quickly and crowd your screen!
#8 Quick Add Quick Text
The new quick text feature allows you to add predefined text into things like emails, tasks, events, and chats. Salesforce has even given options for quick text to be added via keyboard shortcuts, a button in rich text boxes, or a popup button next to any text field that supports the feature. Just imagine, your sales team will be able to choose from a range of predefined messages to quickly compile their sales emails. This is a feature that can massively increase efficiency in your teams.
#9 Enhanced Email Tracking
Combining this feature with the event series and quick text features, it looks like Salesforce is really trying to get themselves into the email client arena. You can now see tracking on an email in the activity component, not only to see if someone has opened it but to see when they first and last opened it as well. Watch out Office 365!
#10 Drill Down When Running Reports
Reports are probably the most utilized tool in Salesforce, so it’s no wonder they are making some big improvements in this area. The new run report feature, which is currently in Beta, gives you a new look with the ability to toggle the row counts, detail rows, subtotals, and grand totals at the bottom of the page—just like the report editor. Great, but you could do that before, right?
The really big new feature is the ability to drill down. You can select your summarized lines and drill down further into them! This means you no longer have to have loads of reports with specific filters just so you don’t have to see everything in one go. Instead you can have one report and simply drill down to the specific data that you want to review further.