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The Winter ’20 release delivers expanded innovations across mobile, industry solutions, and AI that empower you to connect to your customers more intelligently and deliver more moments that matter.
Salesforce has 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.
Lightning Experience is permanently enabled when it’s turned on, and help guide your transition to the new interface with more tools. Plus, Salesforce provides more ways to engage and guide your users in Lightning Experience with in-app guidance. Get more control of what your users see in Help Menus. Access the Recycle Bin in Lightning Experience. Organize records and list views by topic with new themes and topic filters. Fine-tune mass actions on lists with search terms and quick filters. Save ink with condensed printable lists. Say hello to Einstein Search, a smarter and more personalized way to get work done in Salesforce. Get more insight and more ways to manage surveys with Salesforce Surveys. Optimize scheduling with more tools to manage resources and concurrent appointments in Lightning Scheduler. Keep your data safe with an improved security update hub. Streamline how you process documents with more tracking and management tools. Maintain your workflow with dialogs that display only on the tab where it opened, and customize utility icon colors in Lightning Console Apps.
With the latest mobile updates, users can take advantage of the familiar Lightning Experience they know on desktop, optimized for the new Salesforce mobile app beginning the week of October 14, 2019. Mobile Publisher gets custom notifications, deep linking, and other key features admins can use to customize the mobile experience for users. Across the mobile portfolio, admins have more power than ever to customize the mobile experience and create one unified Salesforce experience for users.
Check out the new video series to get quick 1-minute tips so you can get the most from your Salesforce subscription. Salesforce has revamped a few more Service-focused setup flows to make your setup even easier (and more fun!). Take a look at the other changes in Sales and Service using the new Essentials filter, so you can find the updates that are relevant to you.
Use Einstein Forecasting with a quarterly forecasting schedule. Save predicted field values to cases automatically with Einstein Case Classification. Write Einstein Discovery prediction scores automatically to selected Salesforce fields without coding.
Create sales cadences that branch to steps based on call outcomes. Report on opportunity scoring model factors, and use Einstein Forecasting with quarterly forecasts. Use custom fields, triggers, and workflow rules with account teams and opportunity contact roles. Control what Einstein Activity Capture captures and syncs. Enjoy improvements to email integrations for Google and Microsoft. Let customers and partners make payments more easily and securely with the Salesforce Billing payment component. And get insights into engagement patterns with the Pardot activity dataset.
Save your agents time and delight your customers with the many updates made in Service. Help your agents resolve cases faster with recommended articles. Empower your Field Service mobile workers to log their hours on the go. Send Knowledge articles through more channels. Before accepting a chat, let agents see pre-chat details and pages visited. Let your agents tackle the right cases first with Secondary Routing Priority. Improve agent productivity with an enhanced email experience in the case feed. Find out what your customers think by automatically sending a survey when a case is closed. Integrate third-party natural language processing engines into your Einstein bots.
Analytics includes Reports & Dashboards, Einstein Analytics, and Einstein Discovery. The number and scope of Analytics features this release could delight you all Winter ’20 long. Writing row-level formulas directly in the Lightning report builder is generally available. Write Einstein Discovery prediction scores automatically to selected Salesforce fields without writing code. The new Analytics Home is your personalized launchpad for finding, favoriting, curating, and interacting with the assets and insights that are most important to you. Without leaving the Salesforce mobile app, perform many important Einstein Analytics tasks, from viewing full-screen dashboards to adding favorites. And much more.
Create, organize, and publish content in Salesforce with Salesforce CMS, now generally available. Take better control of who can publish and edit a community with Access Control in Workspaces. And give access to unauthenticated community users while knowing that Salesforce is keeping your data safe.
Experience clearer character limits on questions. Set case feed item visibility to public or private. Opt to view more record feed information or skip it in the new Salesforce mobile app.
Salesforce has enhanced the way files on records are handled. Files can inherit the sharing settings of the records that they’re associated with. You can remove a file from a record without deleting it from Salesforce. Orgs with communities can let customers see files on records.
The stable of industry-specific Salesforce solutions now includes Manufacturing Cloud, which helps you track production and sales processes, and Consumer Goods Cloud, which helps you get out in front of inventory management in your stores. Meanwhile, Financial Services Cloud adds new ways to care for your mortgage customers, while Health Cloud gives you better connections with care providers and patients.
Use filters for predictions and comparisons in Einstein Prediction Builder. Configure pages for the new Salesforce Mobile App with Lightning App Builder. Build better processes and flows with more building blocks.
Upgrade to Identity Connect 3.0 for faster syncs with Microsoft Active Directory and easier user management. Create your own identity verification page to register a user’s verification methods. Use Salesforce Edge to service Salesforce and Community domains, gaining better connectivity and performance. Manage connected apps with the Setup Audit Trail and custom labels, and view more HTTPS details on the Domains Setup page. Real-Time Event Monitoring and Enhanced Transaction Security are generally available.
New components are available for change sets. The components available for a change set vary by edition.
Whether you’re using Lightning components, Visualforce, Apex, or APIs with your favorite programming language, these enhancements help you develop amazing applications, integrations, and packages for resale to other organizations.
Read your Quip documents on the go. Open Einstein Analytics dashboards in Quip. Embed Salesforce data in Quip, such as Salesforce List Views and Salesforce Reports. Use new Quip actions in Process Builder and Flow Builder to automate your business and save your team time.
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.
This release includes new critical updates for locale formatting, @AuraEnabled Apex methods, actions, and other changes. Also, check out previously released and newly enforced critical updates.
For a full list of changes, download the PDF version of these release notes.