The Salesforce Winter ’19 Release is here and there are plenty of exciting features to take advantage of. Here are a few of our favorite new functionalities to help your organization drive stronger customer experiences and relationships.
Salesforce has added a feature that allows users to switch back and forth between two views: comfy and compact. The ‘comfy view’ is the standard Lightning view that you’re used to seeing with the field label above the value. The new ‘compact view’ shows the value next to the field label and adds 30% more space to the page. To switch back and forth between comfy and classic views, simply click on your profile picture and toggle between them.
Search Bar in List Views
Prior to the Winter Release ‘19, if you wanted to find a record from the past, a user had to either use list views or the global search. With the new ‘search in list views’ functionality, users can identify their desired records quicker and easier.
Mass Edit Functionality
In addition to the search bar on list views, this release provides users the ability to mass edit the owner of leads, campaigns, and custom object. Before this release, there was no declarative method to mass transfer the owner of leads, campaigns, and custom objects in the Lightning Experience. The work around was to either a.) switch to classic view or b.) use Data Loader to export the object, mass change the owner in Excel, and update the records using Data Loader. All those steps are now eliminated by using the list views you already have set up. Think about all the time you’ve saved! For example, if an organization wanted to mass transfer leads based on territory, they could create a list view of all Ohio accounts, select all records, and mass transfer the owner. This is a seamless process and a major time saver!
Joined Reports are now editable in the Lightning Experience. This is big win for organizations with a plethora of joined reports which prevented the transition to Lightning. In addition to the edit-ability of joined reports, users can also use this report type to create dashboard components.
These are just a few of our favorite new features. For the full list of release notes, go to: https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/salesforce_release_notes.htm
If you have any questions regarding what’s new please contact Revolution Group at 614-212-1101 or [email protected]