My Top 10 Picks for Lightning Experience in Summer’19 Release

1. Power Up Your Related Lists with Enhanced Related Lists

Take your related lists to the next level. With Enhanced Related Lists, you can show up to 10 columns, resize and sort your columns, perform mass actions, and wrap text.

Where: This change applies to Lightning Experience in Essential, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: From the related lists component in the Lightning App Builder, select Enhanced List from the Related List Type dropdown (1). You can customize how many records to display at once, and choose whether to show the list view action bar.

Choosing Enhanced List affects all related lists in the component (2). To customize which columns appear in a particular related list, edit the related list in the page layout editor and add more fields.

2. Set Org Defaults for How Activities Display on Record Pages

Control how your users view activities on record pages. Set the default view to the newer expandable activity timeline, or choose the activities related lists view that will feel familiar to Salesforce Classic users. Users can switch between options whenever they want.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why: Activity timeline shows details for each task, event, and email in an expandable timeline view.

Related lists shows details for each task, event, and email in the Open Activities and Activity History related lists. Users who are familiar with Salesforce Classic might feel more at home working with the related lists activities view.

How: To change the default activities view, in Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.

3. Path: Celebrate Sales Milestones

Help your teams celebrate their successes. Toss some virtual confetti when reps reach a designated path stage, for example, winning an opportunity. You can choose the frequency, such as always for those hard-won victories or only sometimes for daily occurrences. Celebrations don’t work on the status Converted on leads.

Where: This change applies to Lightning Experience and all versions of the mobile app in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why: A confetti celebration creates a little fun when reps reach a milestone.

How: In Setup, use the Quick Find box to find Path Settings. Enable Path and create a path, or edit one.

4. Send Case Emails with Community and Site Article URLs in Lightning Experience

Close cases in a jiff by inserting Knowledge article links from your communities and sites. In Lightning Experience, agents can use the Insert URL into Email action in the Knowledge component to post a link to the article. Previously, this feature was available only in Salesforce Classic.

Where: This change applies to Lightning Experience in all editions with Knowledge, except Professional edition. Salesforce Knowledge is available in Essentials, Developer, and Unlimited editions, and for an additional cost in Professional, Performance, and Enterprise editions.

Who: Users need permission to read Knowledge articles and edit cases to use this action. They also need View Setup and Configuration permission.

How: In Knowledge Settings, select Allow users to share articles via public URLs. Then in a case, agents can use the action in the Knowledge component (1) to insert the link into the case feed email (2).

5. Set Up Quick Actions in Case Views

Quick actions that you configure in Lightning Experience to help improve your users efficiency now also appear for use in Case components in communities. Quick actions that you previously created for Cases now also show up in your communities without any additional work.

Where: This change applies to Lightning communities accessed through Lightning Experience and Salesforce Classic in Enterprise, Essentials, Performance, Unlimited, and Developer editions.

6. Enhance Your Custom Lightning Community by Using Pages from Other Templates

Your custom Lightning community is now even more customizable! You can now access any page from any Lightning community template, regardless of which template you chose as your starting point. Tailor your template-based community by installing any out-of-the-box page from the standard page options in Community Builder.

Where: This change applies to Lightning communities accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.

How: In Community Builder, on the Pages menu, select New Page. Then select Standard Page. Choose a preconfigured page from the list.

7. Experience More Consistent Navigation in Lightning Communities

Communities now works the same as Lightning Experience when using navigateToURL and a URL fragment is passed as an argument.

Where: This change applies to Lightning communities accessed through Lightning Experience and Salesforce Classic in Enterprise, Essentials, Performance, Unlimited, and Developer editions.

Why: Previous implementations of navigateToURL, such as this code example, worked inconsistently between Lightning Experience and Lightning communities.

$A.get("e.force:navigateToURL").setParams({ url: "#123" }).fire();

Now this code opens in the same tab in both Lightning Experience and Lightning communities.

8. See More in Item Menus on the Navigation Bar

We increased the number of recent items shown in item menus from three to five. We also made some styling enhancements, including bold section names and separators, to make it easier to tell the different sections apart.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why: An object’s item menu now displays up to five items each in the Favorites, Recent records, and Recent lists sections.

9. Create a Report from Your Community (Beta)

With the new Report Builder page, external users can create and delete reports directly from their community.

Where: This change applies to Lightning communities accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.

As a closed beta feature, the Report Builder page in communities is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. You can provide feedback and suggestions for the Report Builder page, in the Community Templates group in the Trailblazer Community. For information on enabling this feature in your org, contact Salesforce Customer Support.

Who: The Report Builder page is available in the following community templates: Customer Account Portal, Partner Central, Customer Service, and Build Your Own templates for communities with Partner or Customer Community Plus licenses. Users need the Create and Customize Reports and Report Builder or Report Builder (Lightning Experience).

Why: External users can create a report directly from the Report Builder page in their community.

Enhanced Reports are also available with this beta feature.

How: Contact Salesforce Customer Support to enable.

The community admin must republish the community for the report builder page to appear. Until the community is republished, users will see an error message when clicking on the New Report button.

10. Zoom Through Related Lists with Quick Filters

Use quick filters in your related lists to find the data that you’re looking for. Related list quick filters are different from regular list view filters in that they aren’t saved, persist only throughout your current session, and can’t be shared.

Where: This change applies to Lightning Experience in Essential, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: Open a related list, and select

to add quick filters.

Quick filters aren’t available for the Assets, File, Other Related People, and Attachments related lists. For Enterprise Territory Management users, quick filters are available only for Accounts and only in the Assigned Territories and Users in Assigned Territories related lists.

There are lot many other features as well, Official release notes are available HTML format as well as PDF file.

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Swayam Chouksey

Swayam Chouksey

Salesforce Evangelist || Blockchain Enthusiast || Architect || Trainer || Blogger || Believes in turning Ideas to reality || Day Dreamer || Happy Person