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Salesforce Spring ’20

Released on January 15th, 2020

The Spring ’20 release delivers expanded innovations across the entire Customer 360 platform, empowering you to get a single shared view of your customer and deliver more moments that matter.

How to Use the Release Notes

Salesforce release notes offer brief, high-level descriptions of enhancements and new features. Salesforce included setup information, tips to help you get started, and best practices to ensure your continued success.

Get Ready for the Release

Reading the release notes is a great step in preparing for the release. These other resources help get you, your org, and your users ready for what’s coming your way. Salesforce added resources throughout the release when they become available, so check back often.

How and When Do Features Become Available?

Some features in Spring ’20 affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.

Supported Browsers

Salesforce made some changes to our supported browsers documentation, making it easier to find what you need. Supported browsers for Salesforce vary depending on whether you use Salesforce Classic or Lightning Experience.

Salesforce Overall: Tools to Help You Transition to Lightning Experience, Guide Your Users, and Boost Productivity

Get ready for Lightning Experience with an enhanced Lightning Experience Configuration Converter, and guide your users with customizable in-app prompts. Empty your Recycle Bin in Lightning Experience with a single click and manage your deleted reports and dashboards. Work faster with App Launcher enhancements, use the latest Lightning Experience features with the Lightning Extension, and literally say “Hello!” to Einstein with Einstein Voice Assistant.

Salesforce CMS: Multiple Varied Channels, CMS Home, and Flexible Layouts

Reuse your Salesforce CMS content across varied channels, both inside and outside Salesforce, including Commerce Cloud, Marketing Cloud, and Heroku. CMS Home makes it easy to jump into CMS Workspaces and Experience Builder from the Salesforce CMS app. And with flexible layouts, you can achieve the optimal layout for your custom content pages.

Salesforce Essentials: Email-to-Case Enhancements, New Service Features, Improved Mobile App and In-App Subscription Management

Get your support emails into Salesforce faster by directly connecting your Google account to Email-to-Case. Tidy your case list with Case Merge. If you use Chat & Messaging, offer customers a menu of ways to contact you with a channel menu in your embedded chat window. The Salesforce mobile app reflects your personalized navigation in Essentials and prioritizes the information you use the most.

Salesforce Einstein: Talk to Salesforce with Einstein Voice Assistant (Beta), Resolve Cases Faster with Article Recommendations, and Predict the Future Using Filters

Einstein Voice Assistant lets your users add and update Salesforce data conversationally, using their voice. Your agents can resolve cases faster using Einstein’s knowledge article recommendations. Build custom predictions based on filter logic without needing to create fields to predict.

Sales: High Velocity Sales Email Branching and Email Scheduling, Task-Queue Assignment, and Revenue Recognition Reports for Salesforce Billing

High Velocity Sales managers can branch sales cadences based on email engagement, and sales reps can schedule when emails are sent. Let reps share their workload by assigning tasks to queues. Use Salesforce Billing Revenue Recognition API to report on revenue recognition at any stage of the sales and finance process. Einstein Opportunity Scoring is available without a Sales Cloud Einstein license. Collaborative Forecasts now supports inline editing in the opportunity list. Sales reps can specify email arrival times to increase the chances of an email being read. And Pardot adds new analytics tools, including a dashboard for Einstein Behavior Scoring and an Account-Based Marketing analytics app template.

Service: Channel Menu, Einstein Article Recommendations, Case Merge, WhatsApp Messaging Channels, and Shifts for Field Service

Connect with customers using the channels they prefer by adding an Embedded Service Channel Menu to your website. Help your agents resolve cases faster with Einstein Article Recommendations. Combine duplicate cases with Case Merge. Message with customers internationally using WhatsApp. Set up shifts for Field Service to schedule work that’s outside of the usual schedule, such as holiday hours or occasional overtime (beta).

Commerce: Introducing Salesforce Order Management

Salesforce Order Management brings the power of the Salesforce Platform to the world of ecommerce with tools to help you manage every step of the order lifecycle.

Analytics: Faster Report Editing, Dashboard Builder Enhancements, Direct Data Querying, Einstein Discovery What-If Analysis

Analytics includes Reports & Dashboards, Einstein Analytics, and Einstein Discovery. The Spring ’20 Analytics improvements focus on increasing connections and productivity alongside a simplified experience. Build reports faster with a new feature that lets you switch live updates to the report preview on or off. Dashboard builder’s collaborative version management, targeted faceting, and interaction building, can all be completed with clicks not code. Query live Salesforce data directly in Einstein Analytics with Direct Data. Build a predictive model in Einstein Discovery and use what-if analysis to determine possible future outcomes.

Communities: Report Builder for Communities, ExperienceBundle, Enhanced Security, and Channel Menu

Your partners and customers can now create and run reports on communities and portals. With the ExperienceBundle metadata type, quickly update and deploy Lightning communities programmatically using your preferred development tools. Various security enhancements help keep your data safe. And help service agents contact customers on a variety of channels using the Service Cloud’s Channel Menu. Create and modify Lightning community audiences programmatically.

Chatter Feeds: Absolute or Relative Time Stamps in Case Feeds

Choose how to display time stamps for case feed posts and comments.

Mobile: An Upgraded Experience for All

In Spring ’20, all active Salesforce mobile app users get upgraded to the new Salesforce mobile app. Admins and users alike can take advantage of expanded customization options, powerful Lightning functionality, and improved performance. Mobile Publisher for Communities gets even better with Apple Wallet access and a new app specifically for testing.

Salesforce Sustainability Cloud: Trusted Platform to Achieve Carbon Neutrality

Gain critical insights about your carbon footprint. Using global emission factors to calculate greenhouse gas emissions, Sustainability Cloud helps you collect, categorize, and analyze energy usage and greenhouse gas emissions data throughout your organization’s business activities. And because it’s built on top of the Salesforce Lightning Platform, you have access to tools that facilitate collaboration, project management, and reporting.

Industries: Easier Setup, More Flexibility, Bigger Impact

The Salesforce vertical solutions are now even better at supporting your business-specific requirements. Financial Services Cloud brings you more visibility into distributors and a new API for creating mortgages. In Health Cloud, you get easier setup for care plans and more options for finding the right care provider. Consumer Goods Cloud helps field reps maximize their impact and track stock levels, and Manufacturing Cloud offers account managers greater control and improved visibility into sales agreements and account forecasts.

myTrailhead: A Fresh New Look for Trailmaker Content, and Customer-Created Subdomains

Trailmaker Content gets a makeover. Customers can set up their own myTrailhead subdomain.

Customization: Lightning Flow Enhancements, Globalization Improvements, and Einstein Updates

Build flows and processes more efficiently with enhancements to Flow Builder, flow management, and Process Builder. More easily manage your translations, currency, and international dates and times. Build, configure, and manage predictions and recommendations with updates to Einstein Prediction Builder and Einstein Next Best Action.

Security, Privacy, and Identity: More Identity Verification Options, My Domain Changes, Real-Time Event Monitoring Threat Detection (Beta), and Encryption for Platform Events

Give your users more authentication options by allowing them to authenticate with their Apple ID, Face ID, or Touch ID. Or set stricter requirements by only allowing authentication by SMS. Restrict external user access to Salesforce APIs through connected apps. My Domain certificates and URL formats are changing. Use Real-Time Event Monitoring platform events to detect common threats to your org (Beta). And Encrypt all your platform events including Salesforce Event Monitoring streamed events.

Deployment: New Change Set Components

New change set components are available.

Development: Create Your Own Salesforce App

Whether you’re using Lightning components, Visualforce, Apex, or the APIs with your favorite programming language, these enhancements help you develop amazing applications, integrations, and packages for resale to other organizations.

Quip: Related Lists, Admin Insights, Filtered Salesforce Reports, New Quip Process Builder and Flow Builder Actions, Simplified Setup, and More

Connect your Salesforce orgs to Quip faster than ever. Bring your filtered reports to Quip and embed them on Salesforce records to have them filter dynamically. Automate your business workflows with new Quip actions in Process Builder and Flow Builder. View and edit your related Salesforce lists views with the updated Salesforce List Live App.

Marketing: Audience Studio Identity and Personal Social Manager

Marketing Cloud is the premier platform for delighting customers with 1:1 customer journeys. It enables you to build a single view of your customer, leveraging data from any source. Plan and optimize unique customer journeys based on your business objectives. Deliver personalized content across every channel and device at precisely the right time. Measure the impact of each interaction on your business so that you can optimize your approach in real time and deliver better results.

Critical Updates and Security Alerts

Salesforce periodically releases updates that improve the performance, logic, and usability of Salesforce, but which can affect your existing customizations. These are the updates available in the Critical Update Console in Spring ’20. Also review updates on the Security Alerts page, and previously released and newly enforced critical updates.

The Spring ’20 release delivers expanded innovations across the entire Customer 360 platform, empowering you to get a single shared view of your customer and deliver more moments that matter.

For a full list of changes, download the PDF version of these release notes.

Download the PDF

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