In-App Guidance is a series of hints, instructions, tips, videos, pictures, etc that can be launched from within specific Salesforce pages to help users get to grips with things.
This will probably be the first thing that end-users notice when they get their Spring ’20 update. Instead of the App Launcher is a huge page of options, you will now get a search bar and a handful of your top Apps. You can still get to the full menu with a click of a button.
Cloning a record has been possible since approximately the dawn of time, but we’ve never had an out of the box solution for deep cloning, now you can do this out of the box using the new “Clone with Related Records” feature. Great time saver for end users.
Queues act as a holding pot for records that haven’t been given to a specific owner. People can then dip into those queues and pick stuff out, or it could be automatically distributed by a feature like Omni Channel.
You can now set a Flow to run as the user or as the system – running it as the system bypasses pesky things like the end-user permissions.
This is a massive change. Now, before any data comes into contact with the database, flows can run and set specific values on the record.
Creating variables is time-consuming and boring, and you had to choose which fields to save and which to ignore, making it all too easy to miss off a critical field and break your Flow. Not anymore – now Flow will create those variables for you. Thanks, Flow.
Now, you’ll be able to merge up to three duplicate cases into one so that they can focus on the “master” case.
Now generally available, service and support centers can start using WhatsApp through Salesforce to communicate with customers in real-time.
Salesforce users can view, restore, and delete their reports and dashboards permanently without making the transition to Salesforce Classic.