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The Summer ’19 release increases productivity and delivers personalized customer journeys with the latest Customer Success Platform innovations.
Salesforce made some changes to the 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 turns on Lightning Experience for all organizations and introduces new tools to help you manage your transition. Plus, Salesforce provides customizable prompts to get your users engaged with all that’s great in the new Salesforce. Land on the same record page when switching from Salesforce Classic to Lightning Experience. Run the full desktop version of Lightning Experience on iPad devices. See and do more with related lists when you turn on Enhanced Related Lists. Streamline appointment scheduling with a self-service interface and more Salesforce integrations in Lightning Scheduler. Send survey invites for free and get more responses with customized email invitations in Salesforce Surveys. Make the most of your browser space with a right-aligned utility bar in Lightning Console. Find what you need fast with search results that reflect how you navigate, and easily see which objects were searched in your search results. Access even more recent items in the Lightning Experience navigation bar. And that’s only half of it.
Lightning Experience is a completely reimagined interface. Even better, it’s built on our UI platform, so the experience can grow and evolve with your needs. Check out the new features and considerations in this release.
You have more options to add functionality to Essentials through add-ons, like Dialer, Chat and Messaging and increased storage. Import opportunities using the Data Import Wizard to bring your in-progress deals to Salesforce. Embed automated tasks in your website or help center, recommend next steps to your team when working with customers, and merge cases.
Set up and test bots faster and with fewer utterances. Use Data Checker to set up your predictions for success. Improve your forecasting with support for quarterly forecasts and data segments. And, Einstein shines intelligence across more core Salesforce applications, increasing their brilliance.
Link sales cadences to address complex sales processes. Activity Metrics gives Einstein Activity Capture users a complete view of their activity data. Customizable product schedules can support more complex sales processes related to incoming revenue and outgoing orders. Drive sales teams to more intelligent pricing with CPQ Einstein Pricing Guidance. And use Einstein Campaign Insights to find similarities among prospects who engage with your campaigns.
Review Einstein Bot dialogs with ease in a visual map, and use new smart routing features to escalate bot conversations to the right experts. Work faster in the Field Service Lightning dispatcher console with a pop-out map, long-term Gantt view, and new drag-and-drop scheduling options. Set up skills-based routing in a jiffy with a handsome setup screen. Finally, explore a smorgasbord of other productivity-boosting features for agents, including the ability to proactively reach out to customers with critical service updates, create more intelligent macros with conditional expressions, and merge duplicate cases.
Bring the power of row-level formulas to every record in a report. Set conditions in reports, and receive emails when the conditions are met. Add predictive analytics to your apps with templates. Embed Einstein Discovery predictions anywhere. And much more!
Summer ‘19 is a boon for developers, who can now work more efficiently on communities using a host of new API enhancements. Salesforces' mobile team has been hard at work improving the Salesforce Mobile Publisher for Community Cloud. Community users can also take advantage of new list view improvements, such as pinned list views, custom mass actions, and custom list views on tasks.
Finding and making asset files is getting smoother and faster. Identify asset files in an instant with the new UI indicator. Make a new asset file right from the Asset Library with the click of a button. File sharing limits have been increased.
Salesforce mobile apps help your users stay productive throughout their busy days, no matter where they are. SoSalesforce has been hard at work adding new ways to help your users outside of the office.
Salesforce goes industry-specific with tailored solutions for financial services and health care. In this release, Financial Services Cloud gets new insurance capabilities; Health Cloud gets new data models to help manage provider relationships and life sciences programs, and users can book financial and health appointments with Lightning Scheduler.
With myTrailhead, you can offer your users the same skill-based, gamified learning experience as Salesforce Trailhead with content that you create for your company. You can also brand myTrailhead with your company logo, banner image, and color.
Make sure your data leads to quality predictions and be more precise with filter conditions in Einstein Prediction Builder. Get better recommendations and predictions with Einstein Next Best Action. Build flows more easily with a more robust Flow Builder and a host of new features.
You can now use OAuth custom scopes to define a connected app’s access to an external entity’s protected data. Filter the data you encrypt with the case-insensitive deterministic encryption scheme. Require users to have a high-assurance session security level before accessing certain Setup pages or objects. And monitor events using a new dashboard with Event Manager.
New components are available for deployment.
IoT Insights has a new name: Event Insights.
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.
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.
Quickly build self-service e-commerce storefronts that enable retailers, wholesalers, or distributors to purchase goods or services from your brand. B2B Commerce is a managed package that simplifies online buying with features designed for business-to-business use cases. Deliver custom catalogs, complex product configurations, account hierarchies, contract pricing, reorders, and more. Easily create a unique branded storefront user experience with responsive page templates.
This release includes new critical updates for Lightning Experience users, utilities, communities and portals, processes and flows, enterprise territory management, the Guided Action List component, and your org schema. And we postponed critical updates for instance names in URLs and email notifications from automated field updates.
For a full list of changes, download the PDF version of these release notes.