Winter 19 Release Highlights
Winter?! Well, that was fast. It’s not quite Winter just yet, but the Summer 18 Release has come and gone, which means that the Winter 19 Release Notes are officially here. Once again, Salesforce has hit us with some great additions and enhancements. Let’s take a look at some of my favorite items in the new release:
Change Your View with Display Density Settings
For me, this is the big one for this release. The Lightning interface suffers from a lack of readability and this Lightning enhancement looks to address that issue. Starting in this release, administrators will be able to update the org’s Display Settings from Setup. There will be two options to choose from: Comfy, which is similar to what everybody is used to now, and Compact, which aligns the field label and value plus fits 30% more fields on the page. All existing orgs will come with Comfy as the default setting, so if you like the way Compact looks––go ahead and change it!
This is a problem that made it into the 10 Things Keeping Me Out Of Salesforce Lightning Experience post. This should cross that off the list.
Assign a New Owner to Multiple Leads, Cases, or Custom Objects at One Time
Salesforce is addressing the need for an AppExchange product or mass data update to transfer record owners in bulk. Now users in Lightning Experience will be able to run a List View for Leads, Cases, or Custom Objects and mass transfer record ownership via the ‘Change Owner’ button.
Keep in mind that this is being done from a List View, which means it can only be done for up to 200 records at a time. So this is going to be a great feature for smaller record counts, if there are thousands of records that need to be updated, it may be easier to go back to the AppExchange or Data Loader.
Collaborate with Ease with List View Sharing
Have you ever tried to manage List View sharing in Lightning? There are currently two options, ‘All Users’ or ‘Only Me’. If you want to manage it at a deeper level, you need to switch back to Classic, make the changes, then switch back to Lightning. Starting in Winter 19, you will be able to control the Sharing Settings for List Views at a more granular level directly from Lightning. The fewer times I have to switch back to Classic, the better!
Find the Data You Need in a Jiffy with List View Search
This is a really cool feature. Users are now going to be provided with the ability to search for specific records within a List View from the top of the list. You’ll also have the ability to add the search bar to the List View component on Lightning Pages.
This is a strong replacement for Classic’s rolodex feature, which has been a request that has received a lot of traction on the IdeaExchange. Nice job, Salesforce; I think that a lot of users are going to find this feature useful.
Say Goodbye to Copy and Paste and Hello to Quick Text
This one is for the users who find themselves sending the same types of emails on a regular basis. Some people may resort to copy and pasting, some people may resort to a tool like TextExpander. Now Quick Text can be created, stored, and referenced inside of Salesforce. Quick Text can be accessed from email, chat, Activities, or Knowledge Articles. You can even organize them in folders. This is a great feature that will make users more productive––you can never argue against that.
What do you think of the Winter 19 release? Want to share your thoughts? Let me know what you think on the Arkus Facebook page, in the comments below, in the Success Community, or to me directly via Twitter at @RyanOwensRPO.
