Summer is definitely on the horizon now, the pre-release treasure hunt is over, and the release notes are here for all to read. In my last post, I took a look at my pre-release org before the release notes were here. I have now had a chance to take a deeper dive into Summer’18 and can reveal some other things we can look forward to the next Salesforce release.
Lightning reports with a classic touch
During the pre-release, it was noticeable that the lightning report builder was going to become the star of the show in lightning with a hint that it was going to become Generally Available (GA) in Summer’18. The features I found included: Nested report folders, printable view in lightning, group by dates, updates to history reports and customising the columns of report folder. But there were a few things that I missed:
- In lightning, you now can add a report to a dashboard directly from the report, once you click the add to dashboard button you are given the option to add to an existing dashboard or create a new dashboard
- Tables in dashboards just got a lot better, with the lightning table component. Tables a handy thing to have on a dashboard but have always been a pain, the classic table component was limited in the customisations you had and initially, lightning tables brought some additional capability, but these new changes have really stepped it up a notch. You now can select a grouping; this means you can display multiple tables using the same report but grouped in different ways or without a grouping to show record details. Add this with the power of selecting the columns you would like and this can dramatically reduce the number of reports required as you can have one report with multiple tables showing different groupings and columns.
- Now time for a fanfare, something is joining lightning that has been requested since day one. You can now view joined reports in lightning although this is only a beta, it’s something that has stopped people from migrating to lightning. As this is a beta you have to enable it first by going to Setup > Reports and Dashboards Settings > Enable Lightning Joined Reports (Beta). You also have to create & edit these reportings using the classic builder, so you will either have to enable the classic report builder in lighting or hop back over to classic to get this done. There are still quite a few bits missing (as seen in the release notes) but this is one small step in the right direction, fingers crossed we will be at feature parity by Winter’19.
The marketing team gets some love
As a Pardot user, I have seen a lot of enhancements to how Pardot & Salesforce are aligning for B2B marketing; Summer ’18 has brought with it some other improvements that marketers should love.
- With Summer’18 brings the ability to add all contacts from an account to a campaign. If you have set accounts that you are looking to target, this should make life a lot easier, and one less report for you to build
- From the campaign page, you can now send a list emails to all campaign Members this should make it and lot quicker and more straightforward to gather the contacts required for a list email and get it out the door.
- Campaign members are one of those strange second class objects in Salesforce, these objects don’t have the same functionality as a regular object and will quite often limit the data you can store, the visibility of data to users and the types of automation you can run on them. The campaign members object is getting an update so you can set security settings on it giving you control of who can access it selecting from controlled by campaign or private. This is a big help to those industries with tighter regulations around personal information.
- You now can filter a lead or contact list view by the campaigns they belong to. This will make things easier if you have campaigns that you like to reuse lists for or have sales completing a follow-up action from the list view.
More Live Agent
- If you attended Dreamforce or watched the keynote online, you may remember hearing about Einstein Bots as an enhancement to Live Agent. These days we are becoming familiar with chatbots, and now service cloud customers have this power as Einstine Bots goes GA. This feature adds a chatbot to live agent to help with routine & repetitive requests and means that live chat on your website can now be 24/7 and create tickets for your agents to deal with once they are back in the office.
- Setting up live agent just got easier, Summer’18 brings Guided Setup Flow for live agent, this lightning only feature simplifies the process of setting everything up and making sure features such as omnichannel are setup correctly.
- Snap-ins have been a powerful but limiting tool for service cloud, if you were happy with minimal customisations, then you would have been fine, but there were quite a few limitations. Summer’18 is looking to fix that and brings a bundle of features for snap-ins, these include:
- Raise a case out of hours: Instead of showing an offline button, you can show a button that opens a case form
- Customise the Minimized Snap-In: Set more branding elements on the snap-in
- Set a Routing Order: Route to the first available user or button
- Place in Line: Displays the users place in line before getting to a human
Other Summer’18 treats
- Quick actions are a great way of automating simple tasks and creating records without the need for URL hacks; Mass quick actions take that power to another level giving you the ability to perform these actions from a list view on multiple records at once. Summer’18 brings this capability to more objects in addition to cases, leads and custom objects you can now use quick actions on accounts, campaigns, contacts, opportunities and work order
- More enhancements to lead conversion
- Only allow users to merge and delete leads if your org also has the Org-Wide Merge and Delete setting
- Support for Contacts to Multiple Accounts
- Expand the Opportunity section of the Convert Lead window
- Don’t create an opportunity by Default
- Sales Cloud users get Einstein Activity Capture for FREE! The tool that automatically associates emails and events with related Salesforce records no longer requires a Sales Cloud Einstein or Inbox license, this is a great productivity boost.
If you would like to take a look yourself (and I highly recommend that you do), the current release notes can be found here. What have you seen that sparks your interest?
Also published on Medium.