Spring'19 is here! - Salesforce General

Dashboards Jan 15, 2019

Hi Guys,

In this post, I will highlight some general Spring'19 features that needs special attention and will help you out in deciding roadmap or help you build some important features for your business.

Salesforce Overall

Turn On Lightning Experience (Critical Update)

Salesforce will turn on Lightning Experience on a rolling basis starting in Winter ‘20 to empower users to move faster, do more, and be more productive. It is recommended that everyone should start preparing to transition to Lightning Experience soon so that their users can benefit from everything the new interface has to offer. This update will auto-activated. Salesforce will turn on Lightning Experience on a rolling basis starting in Winter ‘20

Lightning Experience Configuration Converter: Scan All Objects At Once

Tired of selecting which objects to scan for the latest information on JavaScript buttons and actions? Instead, get the full picture by scanning each tab for relevant metadata from all objects. Moving actions and buttons one object at a time getting you down? Move them all, for all objects, all at once!

Print a Record Page

Print key details and related lists from a record page in Lightning Experience, just as in Salesforce Classic. Specify record details visibility on the printable page and print the page from the browser. This feature is available for all users, for Account, Campaign, Case, Contact, Contract, Lead, Opportunity, Order, and custom objects.

Admins can remove the Printable View button from the record page layout in the Page Layout Editor to disable the feature.

Salesforce Surveys

Translate Your Surveys

Speak your customers’ language. Connect with your global audience by translating your surveys in more than 10 languages. Your org participants automatically view a survey in their default language. Participants outside of your org can choose from a list of languages in which the survey has been translated.

Set an Expiration Date for a Survey Invitation

Decide the exact date when you want a survey invitation to expire. You can revise the expiration date at any point of the invitation’s life cycle.

Use Thanks Badges in Lightning Experience (Pilot)

Thanks badges are now available in Lightning Experience. Let your coworkers know how much you value them with our suite of thanks badges.

See Which Objects Were Searched at a Glance

Enjoy Increased Data Storage

Data storage is increasing from 1 GB to 10 GB, giving you lots more room to grow. Orgs will begin to see the increase starting in late March 2019.

Edition Before Spring ‘19 After Spring ‘19
Professional 10 users * 20 MB per user, for 200 MB. Rounded up to 1 GB total data storage. 10 users * 20 MB per user, for 200 MB + 10 GB. 10.2 GB total data storage.
Unlimited 10 users * 120 MB, for 1.2 GB total data storage. 10 users * 120 MB, for 1.2 GB + 10 GB. 11.2 GB total data storage.

Update to Retention Limit for Field History Data

Salesforce guarantees to retain your field history data for up to 18 months through your org, and up to 24 months via the API. As announced in Winter ’19, starting in Spring ’19, Salesforce begin the process of removing field history data older than 24 months. Because of the rolling nature of mass deletes, the data might still be available for some time after Spring ’19.

This policy applies to all orgs created after June 1, 2011 who have not purchased the Field Audit Trail (FAT) add-on.

When field history data reaches the 18-month limit, Salesforce retains it for 6 more months, but the data is accessible only via Data Loader using Export All or the queryAll() API. After Salesforce deletes data, you can’t use the getDeleted() API to retrieve it.

To guarantee that you can access your field history data, purchase the FAT add-on. FAT lets you define a policy to retain archived field history data up to 10 years from the time the data was archived. To purchase FAT, contact your Salesforce Account Executive.

Lightning Dialer: Track the Result of Each Call

With one click, sales reps can track whether a call was connected and how it went. Also known as call disposition, this important information is captured in Salesforce on call logs and the activity timeline of related records.

Save Agents Time and Improve Accuracy and Completion with Einstein Case Classification

Use Einstein Case Classification to recommend or populate picklist and checkbox field values for new cases based on past data. Display those recommendations to your agents in the Service Console.


Embrace the Future with the Lightning Knowledge Migration Tool (Generally Available)

Get on board with Lightning Experience, and let the Lightning Knowledge Migration Tool do most of the heavy lifting to transition your Salesforce Classic knowledge base. Lightning Knowledge takes advantage of standard Salesforce components, helping you build faster and better. The Migration Tool consolidates article types into a standard Knowledge object, creates record types from previous article types, moves articles and files, and updates Feeds and Smart Links. And now you can also migrate articles owned by inactive users.

To enable the Lightning Knowledge Migration Tool in your sandbox, contact Salesforce Support. You must test and verify the migration in a full-copy sandbox before you can enable the tool in a production org.

Manage Your Articles with Lightning Experience Actions

Get more done in Lightning Experience with three new and expanded actions, Restore, Edit as Draft, and Archive. Restore archived articles or past versions in Lightning Knowledge. Previously, restoring a past version required switching to Salesforce Classic. Make last-minute changes to translations that are published or in the publication queue to keep articles in sync. Quickly declutter your knowledge base by archiving multiple articles at once from list views. And customize your knowledge base however you like—these Lightning Experience actions are available in the Salesforce APIs and with Flow.

Embed Ooyala Videos in Knowledge Articles

Lightning Knowledge authors love to create a rich article experience for their customers by embedding videos. We added ooyala.com to the list of supported domains for embedding videos in both Salesforce Classic and Lightning Experience.

Reports and Dashboards

Joined Reports Arrive in Lightning Experience (Generally Available)

With up to five blocks, joined reports let you view different types of information in a single report. Each block shows data from one standard or custom report type.

Review Data More Easily from the Run Page (Generally Available)

Updated headers in the run page (formerly called the Enhanced run page) make gaining insights from your report data faster.

Quickly Focus on Relevant Data with Conditional Formatting (Beta)

Apply conditional formatting to summary or matrix reports in Lightning Experience to lend color to your reports and gather insights at the same time.

Conditional formatting is enabled for your org by default. Open a summary or matrix report that has at least one measure or summary in edit mode. Click Conditional Formatting. In Add Conditional Formatting Rule, select a summary or custom summary formula field to apply the conditional formatting rule on. Set the breakpoint values and the range colors for each bin. When you’re ready to apply the conditional formatting rule, click Done.

Show More Data with 12-Column Dashboards

12-column dashboards give you even more control over data layout, but you can still make 9-column dashboards if you want. 12-columns or 9, dashboards created this release have rows that are half as tall as dashboards created previously. Previously created dashboards retain their original row height.

o switch between 12 and 9 columns, create or edit a dashboard. Open the dashboard properties by clicking the properties icon (Properties). From the Dashboard Grid Size section of the properties window, choose 12 columns or 9 columns.

Put More Data in Less Space with Compact Components

Compact components usher in a new era of data-dense dashboards. Any component can be a compact component, but metrics make the most sense. Dashboard editors can now add one row by one column (1x1) components to dashboards. Previously, the smallest possible component was 1 row by 2 columns.

Compact components let you group even more related metrics together.

Subscriptions: Report and Dashboard Subscriptions for Users, Groups, and Roles

Identify report and dashboard subscribers by group or role. That way, your recipient list stays current even when group membership or roles change

Related Tags:

Dashboards   Lightning   Salesforce   Reports   Spring'19