Our week’s trailblazer is Claudio Marzorati, who will be listing some of his favorite Winter’20 Salesforce platform release.
Claudio is a Senior Salesforce Developer @ Sintegra s.r.l. (Milan). He worked with different retails that allowed him to increase his technical background on several aspects.
From analysis, to development, to the direct relationship with the customer, nothing is left to chance.
Other passions are running and travels!
In this article I summarize the most important features introduced in the new release.
General Update
Access the Recycle Bin in Lightning Experience
You no longer have to switch to Salesforce Classic to access the Recycle Bin. You can now view, restore, and permanently delete the items in your Recycle Bin and the org Recycle Bin. Now you can access the Recycle Bin by selecting it in the App Launcher under All Items or personalizing your navigation bar. Or add the Recycle Bin tab for your org in the Lightning App Builder.
View Records by Topic on the Topic Detail Page
If you enable topics from your organization, now you can view records by topics as in the below image.
You must enable a permission in your profile to use topics, as below. Actually (before Winter ’20) you have to navigatore from Setup – Topics for Object Settings in order to enable object by object which fields are candidate for topics detection.
Save Ink and Paper with Printable View for Lists
Printable view for List View is finally available also in Lightning Experience.
Manage Security Contacts for Your Org
Keeping key members of your org in the know about security incidents is important to us. You can now designate your org’s security contacts in Salesforce Help so that if an information security incident impacts your org, your contacts are notified. From Salesforce Help, click Support & Services | Manage next to Customer Security Contacts on the My Profile Settings tile. Here you can add, edit, or delete the email addresses of your security contacts.
Mobile APP
New Mobile App arrives the week of October 14, 2019
Give Your Users Custom Record Pages on Their Phones
Custom Lightning record pages are no longer restricted to desktop. Now you can create record pages tailored to the needs of your mobile users that they see only when viewing the page on a phone. When you create a record page in the Lightning App Builder, you can select a page template that matches the form factor that you’re designing the page for. Preview what the page looks like on different devices using the form factor switcher. When you activate your page, you can choose which form factors to make the record page available on: phone, desktop, or both, depending on which form factors its template supports.
List and Related List Components Are Optimized for the New Salesforce Mobile App
We updated the List View, Related List – Single, Related Lists, and Related List Quick Links components to support mobile navigation and the new Salesforce mobile app. When you place the List View component on a record page, a View More button loads more records in batches, so you can easily get more records or scroll to the information you want. The Related Lists component groups all your related lists in one section and no longer includes News and Twitter. The Related Lists component also uses a View More button for efficient navigation.
File
Set File Sharing to Inherit Record Settings
When attaching files to records, you can have the files inherit the sharing settings of those records. For instance, when a user can edit a record, you want them to be able to edit the files on that record, too. Now you can set the default sharing permissions on files that are attached to records. The preference lets files follow the sharing settings of the record.
For new orgs this option is enabled by default, in other case it must be activated from Setup – Salesforce Files – General Settings, as below.
With this option you can inherit the sharing setting of a record. For example a file attached before you enable this option appear as below
Then became
Remove a File from a Record Without Deleting It Everywhere
Sales Cloud
Contacts: Customize Opportunity Contact Roles for Better Tracking and Reporting
Opportunity contact role customization options give you the flexibility to track and attribute revenue to roles, titles, and individuals. With custom fields and page layouts, validation rules, and Apex triggers, you can design an Opportunity Contact Role to match your specific sales and reporting processes. You can capture new data, such as titles and roles, to help your sales reps be more efficient in targeting the right contacts.
Accounts: Customize Account Teams to Better Support Team Selling
Team selling involves complex account relationships. Now you can manage those relationships better in Salesforce. Collect more information by adding custom fields, buttons, and links to account team layouts. Use validation rules, Apex triggers, Process Builder (NEW), and workflow rules (NEW) with account teams to help keep data clean and minimize manual data entry. You can now report on account teams, too.
View Opportunities Owned by Your Team with One Click in Lightning Experience
The new My team’s opportunities list view is based on role hierarchy. Sales managers can use it to easily see all the opportunities owned by their direct and indirect reports without creating a list view.
Price Book Entries: Track Changes with Field History Tracking and Audit Trails
Price book entries now support field audit trails and field history tracking, so now you can easily track changes to price book entry fields.
Develop
Lightning Web Components: Open Source
To develop off-platform Lightning web components, see https://lwc.dev/
Add Lightning Web Components as Custom Tabs
<?xml version="1.0" encoding="UTF-8"?>
<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
<targets>
<target>lightning__Tab</target>
</targets>
</LightningComponentBundle>
Share CSS Style Rules
To share CSS style rules, create a component that contains only a CSS file. Import the style rules from that CSS file into the CSS files of other Lightning web components.
DOM API Changes
Attention! In Winter ’20, code can’t use document or document.body to access the shadow tree of a Lightning web component. For example, code in a test can’t call document.querySelector() to select nodes in a Lightning web component’s shadow tree.
To fix see the guide: https://releasenotes.docs.salesforce.com/en-us/winter20/release-notes/rn_lwc_dom_api.htm
Aura Components in the ui Namespace Are Being Retired
The ui components are scheduled for retirement in all Salesforce orgs in Summer ’21. Use similar components in the lightningnamespace instead. Retiring our legacy components enables us to focus on components that match the latest web standards in performance, accessibility, user experience, and internationalization. See the list of replacement: https://releasenotes.docs.salesforce.com/en-us/winter20/release-notes/rn_aura_ui_deprecate.htm
Callouts Are Excluded from Long-Running Request Limit
Every org has a limit on the number of concurrent long-running Apex requests. This limit counts all requests that run for more than 5 seconds (total execution time). However, HTTP callout processing time is no longer included when calculating the 5-second limit. We pause the timer for the callout and resume it when the callout completes.
Changed LWC
See full list: https://releasenotes.docs.salesforce.com/en-us/winter20/release-notes/rn_lwc_components.htm
New Apex Classes
Formula Class in the System NamespaceThe new System.Formula class contains the recalculateFormulas method that updates (recalculates) all formula fields on the input sObjects.
At the moment that’s all.
See you in Spring ’20!