Category: Release Information

In the recent Spring 2019 Salesforce release notes a critical update was announced which will affect many Salesforce Orgs. Starting in the Winter 2020 updates (October 2019) Salesforce will turn on Lightning Experience for all orgs with editions that support Lightning Experience. Our customers have been asking questions regarding this update so we thought it might be useful to provide you with and FAQ overview:

Why should I update to Lightning Experience?

The most important reason is that all future Salesforce innovations will be in Lightning, so you will need lightning to make the most of the latest CRM technology. The improved user interface Salesforce brings new features, increased productivity, faster deployments, and a seamless transition across desktop and mobile environments.

Which editions and users are affected by the update?  

This change applies to Group, Developer, Professional, Enterprise, Performance, and Unlimited editions for orgs that don’t yet have Lightning Experience turned on yet. All organisations with editions that support Lightning Experience will be affected by this critical update.

All users with the Lightning Experience User permission enabled are affected by this critical update. This includes all users with:

1. Standard profiles, which automatically include the Lightning Experience User permission by default

2. Custom profiles or permission sets that have the Lightning Experience User permission enabled by an admin.

What changes will users notice after this update?

In Salesforce Classic, users see two options to switch to Lightning Experience: a link to switch to Lightning Experience appears in the header and in the user profile menu. Every week, starting the Sunday after Lightning Experience is turned on, Lightning Experience enabled users working in Salesforce Classic are automatically switched to Lightning Experience when they log in. They see a welcome mat offering resources for learning more about the new interface. It is possible to change the frequency of the switch, exclude users from switching, or customise the welcome mat. After users have access to Lightning Experience, Salesforce begins encouraging Salesforce Classic users to start working in the new interface with in-app prompts. It is also possible to adjust or turn off these prompts.

Do I need to do anything? 

Yes! So that your users can benefit from everything Lightning has to offer it is important to prepare to transition. It is critical to understand how the features you use and the customisations you have made will perform in the new interface. It is also extremely important to prepare your users for the change. It may be a good idea to take control and turn on Lightning Experience for your users before this update is auto-activated, on your terms.

Is there anything that can help me transition? 

A great place to start is the Lightning modules on Trailhead. There is a great Getting Started with Lightning module that has some excellent information on rolling out Lightning.

The Lightning Migration Assistant has a load of tools put together to support your transition. This can enable you to see your org as it will look after migration and test out some of your business processes to see if they will work.

You can find the tools that automate and speed up transition on the Journey to Lightning Experience Learning Map. 

As always, Xenogenix consultants are available for support and assistance while migrating to Lightning, we have worked with many of our customers to ensure their migrations are as simple and their users are as confident as possible.

The latest Salesforce release, winter 19, is just round the corner. As always there are loads of great new features, so we asked one of our consultants, Danny Ross, to chose his favourite features. Here’s what Danny picked out:

Change Owner
Before, if I wanted to change a record owner, I would need to do them one by one, or go to Classic to do more than one record. Well now Salesforce have released the feature where this doesn’t have to happen now, going between Classic and Lightning, and now a user can change the owner of a Lead, Contact, Accounts or custom objects in one go. To make this work you simply select up to 200 records, then click Change Owner in the page-level action menu.

Joined Reports available in Salesforce Lightning
Salesforce have now built in Joined reports into Lightning, now users can take advantage of Lightning Experience’s productivity-improving features like report run page filtering. Edit joined filters, groups (including cross-block groups), and columns with the Lightning report builder.

You may have noticed your org has recently updated to the latest Salesforce release – Summer ’18, if not, it will very soon. You will now see the bear taking a swim!

With pages of release notes we asked our consultants for a quick guide of useful features from this new release. 6 of the best are outlined here:

Encourage Users to Adopt Lightning Experience

You have a new way to amp up adoption without any additional setup. Users who have access to Lightning Experience are automatically switched from Salesforce Classic to Lightning Experience on a weekly basis. To ensure that users have the best onboarding experience, they see getting-started resources when they’re switched.

Get Insight into User Activities with the Lightning Usage App

Track adoption and usage of Lightning Experience. The Lightning Usage App includes charts for daily and monthly active users, number of users switching to Salesforce Classic, and more. These quantifiable measures help you understand your users’ experience and optimize your resources for training and other support.

Search the Object You Want Easily from Anywhere

When you want to search an object, cut the clutter, and see results only for what you’re searching for, from anywhere in the app. Choose any searchable object in the dropdown list next to the global search box. Enter your search term, and both instant results and full search results are limited to that object.

Save Time with Standard Synonym Groups

Synonym groups save users time by taking the guesswork out of entering the right search term. (Is it a hard hat, helmet, or brain bucket?) Now, Salesforce saves you time with standard synonym groups containing commonly associated terms, like file and document, or password and credentials. Standard synonyms are available for Salesforce Knowledge objects in all orgs.

Personalize the Navigation Bar in Less Time

We’ve made it easier for users to personalize their navigation in Lightning apps. Your users can get back to work in no time with an enhanced user interface. Or, users can simply drag items around the navigation bar to where they want them to quickly adjust the order.

See Field Dependencies While Editing a Record Details Page

It’s now easy to view and update all dependent and controlling fields when editing a picklist or checkbox on a Record Details page.

If you need any support with your Salesforce implementation contact us on 08456 525 625 or simply fill in your details here.

It’s nearly Spring and Salesforce Spring ’18 release is being rolled out to all organisations. At Xenogenix we have been using and testing the new features for a while now and have noted a few additional features we feel are worth noting!  

Einstein Opportunity Scoring

Prioritize your way to more business with Opportunity scoring. Opportunity scores are based on the record details, history, and related activities of the opportunity and related account. Information about the opportunity’s owner, such as yearly win rates, is also used to calculate the score.

Opportunity Scoring in Lightning:

Opportunity scoring in Classic:

Pardot Campaigns Connection 

This is a great feature for Pardot users. You can now have a much better connection between your Salesforce and Pardot campaigns. Your marketing department can use the features of both Pardot and Salesforce with a single set of campaign records. When campaigns are connected, marketers can track campaign influence and view engagement history all on the same record in Salesforce. Marketing users can then work with their Pardot data right in Salesforce. Then, whether users work with Salesforce or Pardot features, they use the Salesforce campaign record.

Personalised Navigation in Lightning Experience

With Spring ’18 you can now personalise an app’s navigation bar to supercharge your productivity and suit the unique way you work. This new feature in Lightning Experience means you can reorder items, and rename or remove items that you’ve added.

Personalised navigation in Lightning Experience is similar to customised tab sets in Salesforce Classic but better. In Lightning Experience, the navigation bar can contain more than just object-level items, like Accounts. You can add granular items, like a dashboard, list, or record.

See More Relevant Objects First in Top Results

Top Results lists the most relevant results for your most frequently used objects. The improved ordering of objects means less scrolling and clicking around to the object you want and more getting work done. This change applies to Lightning Experience only.

In Top Results, objects are ranked according to the following factors.

Frequency—Prioritises objects that you use most often.

Search term—Prioritises objects that are commonly associated with a search term. For example, a person’s name is more commonly associated with contact or user objects.

If you need support implementing any of these features contact us on 08456 525 625 or simply fill in your details here.

The 55th Salesforce release, Spring ’18 is soon to be launched and a host of great new features across the Salesforce platform will soon be available for users. The release includes exciting enhancements to the Lightning Platform and innovative breakthroughs in artificial intelligence (AI), among other features. Here are our favourites:

Show Your True Colours with Themes in Lightning Experience

Salesforce comes as a software that you can customise to your company, now there is even more that you can do with a Salesforce’s own build in brand images and colours, and you customise your own with few clocks within Salesforce. Companies have 7 built in themes available in Salesforce, or they can create up to 300 themes of their own.

LinkedIn integration

You could use LinkedIn previously, it would be helpful for Inside Sales, while prospecting for new opportunities and gain additional information on their targets and for Business Development, prior to going into a new prospect or gaining further current insights into customers/clients. Now Salesforce have added another level to LinkedIn, now they have automated the contacts that come into Salesforce by providing a LinkedIn Form for prospects to fill in and those details are added within Salesforce as Leads for Inside Sales team to target.

Forecasting using Einstein

Manually going through Salesforce and seeing which opportunities are likely to close can be very manual and take a while, Salesforce have introduced Einstein intelligent predictions for forecasting. Artificial Intelligence has evolved at Salesforce due to their partnership with IBM, this has led to an innovation in the way that companies can streamline forecasts, with more certainty and more accuracy.

Gather Feedback with Salesforce Surveys (Generally Available)

Survey Monkey, Google Forms, Simply Survey and loads more, these have been the tools for companies to gain insights into industry, employees, and experiences. Now Salesforce have integrated surveys into the Salesforce platform.

Sales Console: Pinned Regions, Quick Text, Macros, and More

For companies utilising the Console, for support cases and addressing certain customer needs. Salesforce have made some improvements such as pin page regions, quick text options, and extend the power of the macros.

Unknown Emails

Received an email from an unknown source or someone who has not been logged in Salesforce? Now with this latest update, you can add contacts directly from Outlook into Salesforce as a Lead or a Person Account (if person account has been set up). This is a great way to improve user adoption by enabling this functionality via Outlook

If you need support implementing any of these features contact us on 08456 525 625 or simply fill in your details here.

The latest Salesforce release, Winter ‘18 has landed and a host of great new features across the Salesforce platform are now available to users. Among many changes to the user interface there are also other features our consultants are happy to see included in this latest release. Here are our favourites:

A New Look and Feel for Lightning Experience
This change means less time scrolling and scanning and more time focused on what matters most. More of the information you need is included in each screen by making use of the space better. Also:
• Improved legibility (using font size and colour) to draw attention to what’s most important.
• Better contrast between foreground and background, making it easier to scan and scroll while staying focused on what you need.

Related List Quick Links
Are your users tired of clicking View All to see all the columns in a related list? With the Related List Quick Links component, they can view multiple related lists in quick succession just by hovering over a link. And, they can complete actions right from within the hover pane.

Make Your Lightning Pages Dynamic
Now you can control when a component appears on a record page by adding filter conditions and logic to its properties. No need to add anything to your custom components. It’s all handled by the Lightning App Builder. For example, construct a filter that causes a rich text component on an opportunity page to display when the Amount is greater than £1 million.

Component visibility filters are supported for standard components, custom components, and components from AppExchange. If you don’t define a filter, the component displays on the Lightning record page as usual. When you define one or more filters and set the filter logic for a component, the component is hidden until the filter logic criteria are met.

These are among many features that will improve any Salesforce Org over the coming weeks.

If you need support implementing any of these features contact us on 08456 525 625 or simply fill in your details here.