In many parts of the world, it may not feel like it, but it is winter already. Salesforce has just released the Winter’19 release notes and pre-release orgs and filled with all the joys and wonders that the three yearly releases bring with it. Winter’19 is due to start rolling out to sandboxes on 7th September, and to production orgs on 6th October, so you better get ready before Astro comes gliding in on his snowboard. (You can find the exact date/time you org will get Winter’19 at trust.salesforce.com)
As with every release, I like to break the release down into three chunks:
- Changes that will affect my org – This could include changes to features we use, critical updates or things being de-commissioned
- New features for my org – This could be Salesforce features that have been around for a while, but not quite ready for us yet or changes that are new for everybody
- Everything else – This would like changes to products that I don’t currently use or features that don’t fit our business model. I never ignore these features as they could be useful at a future date, but I don’t cover them with as much detail as the other two.
This post I want to look at features that I found interest in, have been waiting for or think will affect the way I work.
Let’s kick off with some lightning. Like most things Salesforce these days Lightning is top of the agenda and for some time has dominated the release notes as it tries to overtake classic in features available.
- Company view – Ever thought there was too much whitespace in Lightning? Many have agreed, you now have the ability (At an individual level) to change the way you see Salesforce with a new view called compact, Salesforce says this will be 30% greater density bringing it inline with classic. If you love the current design, you can stay in a comfy view.
- Search in list view – You can now make life even easier for your users with the ability to search directly from a list view. You don’t even need the field to be visible on the list view to search it! (Although some fields you are not able to search on)
- Recover Your Unsaved Text – Have you ever been working on a long bit of text, walked away to grab a coffee, get distracted and find you have been timed out losing your work? Not anymore, in lightning, you can go back to where you were when you timed out and recover your text
Reports & Dashboards
- Edit Joined Reports – In Summer Salesforce finally gave us the ability to view joined reports in Lightning, now we are moving one step closer with the ability to edit these reports. Hopefully, Spring’19 will give us the ability to create joined reports and do complete editing in the new report builder.
- Use Joined Reports in Dashboards – Keeping on the theme of joined reports, you now can use these reports as the data source of a dashboard component. At the moment you have to build the chart of the report as you are not able to de-select the ‘use chart settings from the report’ button. But this is a step in the right direction.
- More values in dashboard filters – Lightning dashboards have increased the number of values you can have in each filter from 10 to 50, meaning you can filter by 150 values per-dashboard. Being U.S. centric Salesforce tout this as a way of filtering by all 50 U.S. states, but I can think of some ways this could be used in my org now.
There are also some other features that are being included to bring the lightning report builder inline with classic, including:
That has been a lot of thing going on in the world of Pardot recently, with data centre migrations, pricing and packaging changes and moving data into Salesforce. Winter’19 is bringing those changes further.
I was lucky enough to be involved with a Pardot pilot looking at some of these features earlier in the year, now they have started to mature, and the roadmap is looking good.
- Pardot for lightning is now Generally Available – From Pilot to Beta and now GA, it has been a busy year for the Pardot team, this feature gives you the ability to do everything you could in Pardot, but without leaving Salesforce. Gone are the days of the single Pardot Visualforce tab, you now can create a Pardot app and customise it your way.
- Easily Opt prospects back in – Ever had the joy of trying to opt a prospect back in that was accidentally was opted out? Usually, you would have to try and update both the Salesforce & Pardot record, do a manual sync and hope for the best, typically taking a few attempts on the way. This issue has now been fixed! There is now a setting ‘Overwrite Prospect Opted Out field’ in the connector that just needs to be turned on. All Pardot admins rejoice.
- Campaign Members from Prospects – If you have already started to sync your campaigns between Pardot & Salesforce you can now also sync the prospects between them. This is another step forward to better marketing reporting.
Also published on Medium.