Salesforce has hit us with some great additions and enhancements in winter 19 and here we bring you the Winter 19 highlights!!
- Change Your View with Display Density Settings
Salesforce has always had a default look and feel when it comes to the number of fields that can fit on one screen. For me, this is the big one for this release. Starting in this release, administrators will be able to update the org’s Display Settings from Setup. Users can now switch between a “Comfy” or “Compact” look. Compact is able to fit 30% more fields on the page, they can see more information at a glance. All existing orgs will come with Comfy as the default setting. Density changes don’t apply to Communities or the Salesforce mobile app.
- Check a Field’s References Before You Edit It(Pilot)
Now you can see the references to a custom field, such as in a report or formula, with the click of a button. You can also communicate changes to others who use the field in a formula or other context.
- Schedule Event Series (Beta)
Let your reps schedule daily, weekly, monthly, or other repeating events from Lightning Experience and the Salesforce app.
- Find the Data You Need in a Jiffy with List View Search
Use the new search bar to search the field data in your list views and find the records you need in record time.
- Field History Tracking Data Deleted After 18 Months
Salesforce guarantees to retain your field history data for up to 18 months. To ensure high availability of data and accommodate the fast-growing data needs of our customers, up until now, we haven’t enforced the 18-month retention policy. Starting with the Winter ’19 release, we no longer retain field history beyond 18 months. To retain field history longer, you can purchase the Field Audit Trail add-on.
- Assign a New Owner to Multiple Leads, Cases, or Custom Objects at One Time
Use the Change Owner page-level button to assign a new owner for up to 200 selected leads, cases, or custom objects. You can access the button in the page-level action menu in a list view or related list in standard table mode, or in Related List Quick Links.
In the Change Owner dialog box, enter the new owner name, select Send Email Notification if needed, and click Submit. You must have Edit permission for a selected record to change its owner.
- Say Goodbye to Copy and Paste and Hello to Quick Text
This one is for the users who find themselves sending the same types of emails on a regular basis. Copying and pasting content is time consuming and tedious. Now Quick Text can be created, stored, and referenced inside of Salesforce. Quick Text can be accessed from email, chat, Activities, or Knowledge Articles. You can even organize them in folders. To make quick text easier to use, salesforce added more ways to insert quick text. Use a keyboard shortcut, a button in rich-text editor toolbars, like for email publishers, or a popup button next to supported text fields
- Move Actions and Buttons Easily When Transitioning to Lightning Experience (Beta)
Don’t have time to move all your Salesforce Classic actions and buttons into Lightning Experience? The latest Lightning Experience Configuration Converter feature does just that in a simple, easy to understand wizard. Select the objects and page layouts to work on, and Salesforce does the heavy moving. The Lightning Experience Configuration Convertor, which was made generally available during Summer ‘18, has been enhanced. Easily move custom, standard, and global actions from the Quick Actions in the Salesforce Classic Publisher section of a page layout to the Salesforce Mobile and Lightning Experience Actions section. Also included the right mobile actions and move custom and standard buttons along the way.