Salesforce® Winter ’20 Release is upon us with the Sandbox Preview window for Winter ’20 out as of September 6, 2019. Here’s some quick information on the Release and highlights in review that caught our attention.
General Information about Winter ‘20
Preview releases upgraded to Winter ’20 on September 6th and 7th of this month. Non-preview instance will upgrade to Winter on October 11th and 12th. Salesforce has provided this 'Winter -'20 Sandbox Release Calendar' for reference.
A Few Exciting Highlights
Recycle Bin in Lightning
Yes, with the release of Winter ’20, users will now have access to a Recycle Bin in Lightning Experience. 😀👍😀
Surveys - Automate the survey process via Process Builder
Administrators, with Winter ’20, are now able to automate Surveys using an action in Process Builder. Another 👍.
Add Signatures to Emails
Email Templates have taken the jump this Winter with users being able to add their signature to an email as a Merge Field ({{{Sender.Signature}}}). The field is available wherever the merge field picker exists, including in emails, list emails, and enhanced letterheads.
Flows
In Spring ’19, Salesforce replaced Flow Designer with Flow Builder. The upgrade to Flow Builder will feel comfortable for users who’ve adopted Lightning Builder tools, in a declarative environment. With this Release, users will find an improved Flow Builders’ navigation (click and drag on the canvas), the ability to dynamically display elements within a screen based on other fields (reducing UI clicks), enhanced lists views (below image inserted), and scheduled auto launch Flows (goodbye, Apex).
Printable Views
Simple, easy, and needed. Printable Views give you your entire screen in hard copy.
Mobile?
Here’s everything you need to know direct from Salesforce.
File Removal Without Deletion
Lightning Experience now allows users to remove a file from a record but not delete it within your Salesforce Org. (other records, posts, or Files home).
Insurance Financials Service Cloud
Here is your link, Insurance Financial Service Cloud, that provides details related to exciting items like: protect policyholders’ sensitive information, and manage life events and business milestones better with an enhanced data model, improved Lightning components, and support for Shield Platform Encryption.
As Always - Plan Ahead with “Notes from Salesforce”
Upgrade will take place in approximately 1 month.The specific time and date for your organization’s five-minute upgrade window is listed on https://status.salesforce.com. During the upgrade window, your users will receive a message stating that the service is momentarily unavailable. Once the service is available, your Salesforce organization will be on the Winter ’20 release.This reminder only applies to the upgrade of your production instance.
NOTE: The five-minute release window only applies to major release upgrades. System maintenance windows have not changed.
About Michael Sturgis
Michael is a 6x Salesforce Certified Professional and Founder of SCI 360, a Salesforce Registered Consulting Partner. He has been working within the Salesforce ecosystem for more than 15 years with experience in Sales, Implementations, and Service. Michael has over 25 years working experience in the Insurance Sector, Financial Services Vertical. Michael is also a proud member of Vetforce (USMC) and was recognized as top Trailblazer in 2018.