Salesforce Winter ‘20 release!

A warm welcome to Salesforce Winter ‘20 release!

With the fourth industrial revolution, a new chapter is in writing and not least because of the changing business requirements the world’s number 1 CRM – Salesforce – continuously strives to be up in the game. The Winter ‘20 release is here and we are excited to experience an even better version of Salesforce. Let’s have a sneak peek. But before that, have a look at the retirements Salesforce has for the upcoming release. 

Bidding adieu to a few features!

Salesforce terminates its features and provides upgrades during its winter and summer release annually to, undoubtedly, make the platform more robust and scalable. WIth winter ‘20, you will see the following vanish from the Salesforce arsenal.

 Einstein Analytics’ classic dashboard will no longer be accessible from November 2019 onwards. The existing classic designer will be replaced with dashboard designer, a more powerful and flexible run-time platform.

 SalesforceIQ CRM, an incredible team and product that was set up with the acquisition of RelateIQ in July 2014 will no longer be accessible to its users from March 13, 2020.    move to a Sales Cloud edition which is in similar lines to the current SalesforceIQ CRM. 

 Agent Console will be retiring in February 2020. It occurred to Salesforce to put an end to  Agent Console since they haven’t significantly enhanced it since spring ‘11 and was not made available to new customers since Spring ‘15 release. The users are advised to transition to an improved and more user-friendly Lightning Console.

 Desk.com is off the radar for new users completely since March 13, 2018. March 13, 2020, will be the final end of life date for Desk.com. Instead, Salesforce has built Service Cloud Lightning which will have the simplicity of an app like Desk.com along with the power of the Salesforce platform.

What’s new!

These farewells have paved the way for finer and upgraded features to be infused into Salesforce. Let’s have a look at what they have in the suit this time.

 Taking a look at the general changes, the users may now access the recycle bin and view, restore or permanently delete records directly in lightning experience. Now create custom list views as the update allows users to filter results on the basis of owner, object, deleted date, and deleted by criteria. 

Now view, access, restore or permanently delete records directly in lightning experience

A new merge field “Sender.Signature” has been introduced in the Winter ‘20 release. Users may now insert their signature in the “Email Settings” Signature field, and admins can directly include {{{Sender.Signature}}} merge field into the email templates.

 You may now auto send surveys for cases and marketing campaigns, which previously had to be done manually. Survey invitation criteria type can be defined in Process Builder and you can now auto-send surveys invitations to leads, contact, and users. With the winter ‘20 release, Salesforce has introduced sample surveys. Users may count on sample surveys to test out survey functionalities and tweak their surveys accordingly.

In the sales cloud, there is something new with accounts and opportunities. Now you have the liberty to customize your account teams with things like customized page layouts, custom fields trigger and workflows. Speaking of opportunity management, you can now be able to manually sort products on your opportunities. 

With these bunch of amends and new features, leverage the power of Salesforce in an even better way.

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Lekha Nair

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