Top 10 features in Summer’19 Salesforce Release for Lightning Experience

Summer’19 brings up features we were waiting for a long time. Let’s see the top 10 features comes up with it.

Power Up Your Related Lists with Enhanced Related Lists

Take your related lists to the next level. With Enhanced Related Lists, you can show up to 10 columns, resize and sort your columns, perform mass actions, and wrap text.

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Read my blog on this:-

Add In-App Guidance for Training, Onboarding, and News (Beta)

Floating prompt type

Use clicks, not code to create in-app guidance to engage directly with your users. Write your own content, and include action buttons to an important URL of your choice in the prompts. You can pick the target audience and specify where the prompts appear and for how long.

Steps to follow:- From Setup in Lightning Experience, enter In-App Guidance in the Quick Find box, and then select In-App Guidance. Click Add Prompts to open the prompt authoring bar in a new browser tab. Navigate to the app and page where you want to place the prompt, and click Add Prompt. A window opens to walk you through the steps and preview your prompt.

Prompt GIf.gif

Read more about it here:- In-App Guidance for Training, Onboarding, and News

Choose from Two Record View Options

Now you have two record page view default options. Choose between the current view—now called Grouped view—and the new Full view. Full view displays all details and related lists on the same page. If you’re transitioning to Lightning Experience, this view is similar to Salesforce Classic.

A record page showing Full view and Grouped view

 If you’re already using Lightning Experience, you can change your org’s default record view in Setup. If you turn on Lightning Experience after Summer ’19, you configure these settings in the Lightning Experience Transition Assistant before you enable Lightning Experience, or in Setup after enabling Lightning Experience.

In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.
record page setting.PNG
To maintain performance quality, Full view is not available for all org configurations (for example if an org has a large number of fields or related lists).

Set Org Defaults for How Activities Display on Record Pages

Control how your users view activities on record pages. Set the default view to the newer expandable activity timeline, or choose the activities related lists view that will feel familiar to Salesforce Classic users. Users can switch between options whenever they want.

An example of a related lists viewAn example of an activity timeline

Related lists show details for each task, event, and email in the Open Activities and Activity History related lists. Users who are familiar with Salesforce Classic might feel more at home working with the related lists activities view.

Steps to follow:-  In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.

Record Page Settings setup page, showing the Related Lists and Activity Timeline activities views

Or If you turn on Lightning Experience after Summer ’19, you configure these settings in the Lightning Experience Transition Assistant before you enable Lightning Experience, or in Setup after enabling Lightning Experience.

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Zoom Through Related Lists with Quick Filters

Use quick filters in your related lists to find the data that you’re looking for. Related list quick filters are different from regular list view filters in that they aren’t saved, persist only throughout your current session, and can’t be shared. Open a related list, and select Filter icon to add quick filters.

Opportunities related list open quick filter icon highlighted and quick filter panel open.

Access Lightning Experience from Safari on iPad Devices (Beta)

Give your users the ability to run the full desktop version of Lightning Experience on their iPad device when they’re away from their desktop or laptop.

In Setup, enter Lightning Experience in the Quick Find box, and then select Lightning Experience on iPad Browsers (Beta).

Lightning Experience on iPad Browsers (Beta) setup page, showing a toggle to enable the feature
Read more about it in this blog:- LIGHTNING EXPERIENCE ON IPAD BROWSERS

Search Picklist Fields in List Views

You don’t have to manually pick through your list views to find the picklist values you’re looking for. List view search now includes picklists in your query results. Dependent picklists and picklists with translated values aren’t searchable.

oportunity filter.PNG

See More in Item Menus on the Navigation Bar

We increased the number of recent items shown in item menus from three to five. We also made some styling enhancements, including bold section names and separators, to make it easier to tell the different sections apart.

A view of an Opportunities menu item showing five recent records

Path: Celebrate Sales Milestones

Help your teams celebrate their successes. Toss some virtual confetti when reps reach a designated path stage, for example, winning an opportunity. You can choose the frequency, such as always for those hard-won victories or only sometimes for daily occurrences. Celebrations don’t work on the status Converted on leads.

Screen full of confetti on an opportunity where the rep just reached Closed Won stage

Read more on it here:- PATH ASSISTANT IN LIGHTNING EXPERIENCE AFTER SUMMER’19

Add Opportunity Contact Roles More Efficiently in Lightning Experience

No more tedious searching for contacts to create opportunity contact roles in Lightning Experience. All your contacts from the account are now prepopulated on the opportunity. Just select your contacts from the list and add their roles. Editing contact roles is also easier. With separate buttons for adding and editing, you can go directly to the editing area to make changes.

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To assign or edit a primary contact for an opportunity, or modify contact roles, click Edit Contact Roles. The current primary contact is shown, along with a list of the opportunity contact roles that have already been added.

Screen shot of Edit Contact Roles screen

 

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