It's somehow that time of year again — the Winter '19 release notes have become available to preview. We thought it would be pretty helpful to post about some of the most currently talked-about new features for Salesforce users. So, here are new updates to help you deliver even more connected customer experiences and build lasting customer relationships. Let us know which one is your favorite!
Insert quick text into your emails with just the click of a button-
You can already save time by using predefined text on standard and custom objects, but now you don't even need to use keyboard shortcuts to insert these quick text snippets in your emails. A shiny new button in the email action toolbar helps users insert predefined messages with one click.
Assign a new owner to multiple leads, cases, or custom objects at the same time-
Now you can use the Change Owner page-level button to assign a new owner for up to 200 selected leads, cases, or custom objects! Get to this button in the page-level action menu in a list view, related list in standard table mode, or in Related List Quick Links.
Quickly find the data you need with list view search-
Search the field data in your list views with the new search bar and find the records you need without the fuss.
And if you're really in a rush, you can use the keyboard shortcut g+f to select the search bar. You can also add this search bar to the List View component in Lightning App Builder.
Collaborate easier with list view sharing-
Say you've got a list view with some really useful filters that you’d love to share with your team, or you've got a list view that you only want some people to be able to access. Well, now you can share your list views with user groups in your Org.
Collaborate easier with list view sharing-
Say you've got a list view with some really useful filters that you’d love to share with your team, or you've got a list view that you only want some people to be able to access. Well, now you can share your list views with user groups in your Org. Just search through the roles, public groups etc. in your org to find groups you want to share your list view with. Simple!
Keep field history tracking data for 18 months-
Salesforce guarantees to retain your field history data for up to 18 months. To make sure there's high availability of data, and to accommodate the fast-growing data needs of their customers, they haven't enforced the 18-month retention policy — that is, until now.
Come the Winter’19 release, Salesforce will no longer retain field history beyond 18 months. If you really need to retain field history for longer, however, you can purchase the Field Audit Trail add-on. This new policy applies to all orgs created after June 2011 who have not purchased the Field Audit Trail add-on, apparently.
Close all your tabs with a swift keyboard shortcut-
If, like me, you’re a serial tab-abuser and usually have an unnecessary amount of tabs open while using Lightning console apps, you'll definitely find this one useful. You can now use the Shift+w keyboard shortcut to close all of your unpinned tabs at once. A small change that will do wonders for your workspace clutter.
Filter your search results by number range-
This is for when it's the numbers that really matter. Thanks to Winter '19, you'll be able to use filters to frame your search results by umber range. This means you can focus on opportunities that fall within a certain amount or probability range, and you can also filter files by size!
See the impact of your emails with new email tracking-
Get a full view of all your email activity and customer engagement with email tracking, which helps your sales reps see how their emails are impacting your customers. In the activity timeline and the email detail record, they're now able to quickly see if an email isn’t being tracked or when a tracked email was last opened.
Record your dialer calls-
Sales reps can now record the calls they make with Lightning Dialer, which is handy for when they want to refer back to a call later on. This means they can record important conversations or improve their selling techniques.
Save your Chatter posts as drafts-
Now you won't be kicking yourself (or your computer) if you lose all your work in the middle of writing a Chatter post. After the Winter’19 release, you'll be able to draft posts with a new option that automatically saves all your unpublished posts. If you like the sound of this, make sure to enable Allow draft posts under Chatter settings.
Smarter subscribe options for reports and dashboards-
Reports and dashboard subscribe options just got a little smarter. When you share a report or dashboard, you won't have to remember whether the recipient has the right access or now. Salesforce will figure that out for you and only show you a validated list of users. If you want to share something with a colleague but she doesn't have permissions, you won't see her as an option on the list of potential recipients.
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Till Next Time,