Release 47 of 68 · October 2019 · API 47.0
Salesforce Winter ’20 release notes
Lightning Experience gets a switch-on date
- Documented changes
- 649
- 42 more than Summer ’19
- AI-related
- 48
- 7% of the release
- In beta or pilot
- 56
- Retirements
- 19
What it brought
Salesforce will turn Lightning Experience on for orgs that have not enabled it, starting January 7, 2020. Second-generation managed packaging reaches general availability for AppExchange partners, and Salesforce CMS goes GA with custom content types and localisation. Shield ships Real-Time Event Monitoring and Enhanced Transaction Security at GA, and legacy transaction security policies are headed for migration. Salesforce Data Mask arrives for anonymising sandbox data. Developers get Lightning Message Service as a developer preview for talking across Aura, Visualforce and Lightning web components. Aura ui-namespace components are scheduled to retire in Summer '21.
- The big switch
- Lightning Experience on from January 2020
- Packaging milestone
- Second-generation managed packages GA
- Shield milestone
- Real-Time Event Monitoring GA
- Sandbox safety
- Salesforce Data Mask
- Components on notice
- Aura ui namespace retires Summer '21
By capability
By product
Capabilities and change types are Jev’s categories; products come from Salesforce’s own headings. How the notes were categorized
Retirements and deprecations
- Navigation Bar Items No Longer Determine Top Search Resultsp. 90
- Switch Without a Hitch with the New Salesforce Mobile App Documentationp. 108
- Customizable Forecasting Is Being Retiredp. 168
- Original Territory Management Is Being Retiredp. 168
- Disrupted Service in October 2020 for Some Lightning Sync Users on Microsoft Office 365p. 197
- Salesforce for Outlookp. 197
- Data.com Prospector and Data.com Clean Are Being Retiredp. 212
- Legacy Folder Sharing Is Retiring in Summer '20p. 267
- Einstein Analytics Classic Designer Is Retiringp. 294
- Retiring Einstein Discovery Classicp. 318
- Case Detail Page Variations and Components Are Retiring Winter ’20p. 349
- Goodbye, Desktop Flow Designerp. 437
- AdminSetupEventStream and AdminSetupEvent Still Betap. 481
- Aura Components in the ui Namespace Are Being Retiredp. 500
- Use without sharing for @AuraEnabled Apex Controllers with Implicit Sharing (Critical Update, Retired)p. 507
- Review Old Sites and Communities Sandbox Bookmarksp. 519
- Make the Move to Scratch Org Settingsp. 530
- Disabled /event/AsyncOperationEvent Channel (Beta)p. 541
- Uninstall the Pre-Release Version of Salesforce CLIp. 588
Every note in Winter ’20
By product, in the order of the PDF. Each title links to its page in Salesforce’s release notes.
Sales Cloud96
- See Sales Cadence and Rep Performance at a Glance (Beta)p. 141
- Prioritize Records with Third-Party Scores in Work Queuep. 144
- Change Your Sales Outreach Based on Call Resultsp. 140
- Set Up More from Setup in High Velocity Salesp. 145
- See More Information in Sales Cadence Reportsp. 143
- Evaluate the Engagement Success of Sales Cadence Stepsp. 146
- More Users Can Remove Sales Cadence Targetsp. 146
- Use Rich Text for Call Scriptsp. 147
- Other Enhancements in High Velocity Salesp. 147
- Add Opportunity Scores to Standard Reportsp. 149
- Add Model Factors to Opportunity Custom Report Typesp. 149
- Use SOAP API to Access Information About the Opportunity Scoring Modelp. 149
- Einstein Lead Scoringp. 150
- Einstein Forecastingp. 150
- Einstein Automated Contactsp. 151
- Einstein Activity Capturep. 151
- Contactsp. 153
- Accountsp. 155
- Quotesp. 157
- Sort Products on Opportunities the Way You Want in Lightning Experiencep. 159
- Let the Product Quantity Take Care of Itself When Sales Reps Work with Opportunitiesp. 160
- See Who’s Working on a Prospect in a Sales Cadencep. 146
- Add Products to Opportunities Faster in Lightning Experiencep. 160
- Enrich Your Activities Reports with Territory Detailsp. 163
- Collaborative Forecastsp. 162
- Permission Requirements for Assigning Territories Have Changedp. 164
- Price Book Entriesp. 165
- Pathp. 165
- Row-Level Action Added to the Related List for Contacts Related to Accountsp. 167
- View Opportunities Owned by Your Team with One Click in Lightning Experiencep. 161
- Enable Manual Account Sharing in Enterprise Territory Management (Previously Released Critical Update)p. 167
- Know Who Sees What on Account and Opportunity Teams in Lightning Experiencep. 166
- Customizable Forecasting Is Being Retiredp. 168
- Get Clarity About Who’s Eligible to Add to an Einstein Activity Capture Configurationp. 171
- Control Whether to Capture Email Data with Einstein Activity Capturep. 170
- Original Territory Management Is Being Retiredp. 168
- Prevent Specific Events from Syncing with Einstein Activity Capturep. 172
- Sync Repeating Events Between Salesforce and Microsoft Accounts with Einstein Activity Capturep. 172
- Reduce Disruption During the Migration to Enterprise Territory Managementp. 169
- Improved Event Syncingp. 174
- Get Notified When Your Account Connections Need Attentionp. 173
- Activities Dashboard No Longer Shows Accounts and Opportunities by Usersp. 174
- Email Experiencep. 174
- Amp Up Communication with List Emails for Partner and Customer Community Usersp. 175
- Find Email File Attachments in One Clickp. 176
- Change to Einstein Activity Capture Data Storage Allowancep. 174
- Improve Email Security with Redesigned DKIM Keys (Critical Update, Enforced)p. 177
- Add Tables to Emails Without Losing Stylesp. 177
- Get Flexible with Email TO, CC, and BCC Fieldsp. 178
- Set Your Default Email Fontp. 177
- Add Inline Images to Emails in a Flashp. 176
- Show More Style in Email Templatesp. 179
- Add a Signature to Email Templatesp. 179
- Get Ready for Email Address Internationalization in Summer ’20p. 178
- Restrict Use of Salesforce Classic HTML-Based Email Templates to Secure Browsers (Critical Update, Enforced)p. 180
- Find Important Email Templates Quicklyp. 179
- Find Archived Activities Fasterp. 181
- Scan and Scroll the Activity Timelinep. 183
- Lightning Dialerp. 184
- See More Event Details Fasterp. 187
- Complete Tasks in a Single Clickp. 184
- Open Your Favorite Calendar View in One Clickp. 186
- Find a Time That Works for Everyone in Availability Viewp. 186
- Save Time When Viewing Tracking Details in Gmailp. 190
- Get Reminders to Log Emails from Gmail to Salesforcep. 189
- Do More with Scheduled Emailsp. 190
- See More Relevant Records Matched to an Email in Gmailp. 192
- Track Emails in Gmail Automaticallyp. 190
- See the Object Types Accessed Most Often in Gmailp. 191
- Lightning Sync for Googlep. 193
- Event Syncing Improvedp. 196
- Lightning Sync for Microsoft® Exchange®p. 196
- See the Object Types Accessed Most Often in Outlookp. 194
- See More Relevant Records Matched to an Email in Outlookp. 195
- Disrupted Service in October 2020 for Some Lightning Sync Users on Microsoft Office 365p. 197
- Enable Pricing Guidance Differentlyp. 201
- Enable Pricing Guidance With a New License Optionp. 201
- Quote Prorated Subscription Products More Accuratelyp. 200
- Contract More Quote Line Itemsp. 202
- Salesforce for Outlookp. 197
- Salesforce Billing: Save Credit Cards and Accept Payments in Communities and Lightning Pagesp. 202
- See How Often Sales Reps Are Using Pricing Guidancep. 199
- New Permission Requirements for Non-Admin Usersp. 203
- Customize Marketing Content in the Object Managerp. 207
- Datasets Have Moved to B2B Marketing Analytics 2.0p. 206
- Explore Combined Prospect and Activity Data in B2B Marketing Analyticsp. 205
- Find Out Which Assets Resonate Best with Prospectsp. 209
- Dig into Account Records with Engagement History Dashboardsp. 208
- Find More Data Types in Engagement Historyp. 209
- Reuse Content Across Campaign Emails with Snippetsp. 206
- Group Prospect Reports by Behavior Scorep. 210
- Get Only the Einstein Lead or Behavior Scores You Needp. 210
- Data.com Prospector and Data.com Clean Are Being Retiredp. 212
- Manage Delivery Settings for Sales Cloud Featuresp. 212
- Route Messaging Channels with Omni-Channelp. 212
- Review Campaign Insights in a Custom Reportp. 211
Service Cloud71
- Easily Deliver Knowledge Articles to Your Customersp. 214
- Automatically End Bot Chatsp. 214
- Improve Bot Handoffs by Confirming Agent Availabilityp. 216
- Connect Your Bots to Third-Party NLPs (Pilot)p. 215
- Identify Which Changes Einstein Madep. 218
- Automatically Apply Einstein Predicted Values to Cases with Einstein Case Routingp. 217
- Improve Your Skills with the Bots Setup Help Carouselp. 216
- Understand How Effective Einstein Case Classification Is for Your Agentsp. 219
- Einstein Bots: Other Bot Updatesp. 220
- See Einstein Recommendations Without Delayp. 220
- Einstein Article Recommendations (Pilot)p. 220
- Log Hours on the go with Mobile Time Sheets (Beta)p. 222
- Stay in Shape with Health Check (Beta)p. 223
- Switch Crew Management Scheduling Policies in a Flashp. 226
- Map Your Reports with Icons and Colorsp. 225
- Leverage Quick Actions for Service Contracts and Contract Line Itemsp. 227
- Extend Access to Service Contracts with Criteria-Based Sharing Rulesp. 228
- Build Trust with Your Customers with Service Contracts and Contract Line Items in Communitiesp. 227
- Schedule Smarter Service Appointments with Extended Match Work Rulesp. 224
- Filter Information in the Assets Related List on Accountsp. 228
- Performance Improvements for Field Servicep. 228
- Increase Screen Real Estate with Collapsed Emails in Case Feed in Lightning Experiencep. 231
- Write Emails in the Docked Email Composerp. 232
- Wow Customers with Responsive Email Templatesp. 233
- Know When You Try to Embed an Image That’s Too Bigp. 234
- Find the Right Person to Email with Contact Lookups in Lightning Experiencep. 230
- Initiate a Conversation from a Contact Detail Pagep. 235
- Run Standard Reports for Conversationsp. 236
- Create Messaging Session Related Lists on the Contact Detail Pagep. 236
- Connect to Your Customers with WhatsApp (Pilot)p. 235
- Clear Hanging Sessions with a Clickp. 236
- Connect to Your Customers with WeChat (Pilot)p. 235
- Send Customers to a Specific Agent with Omni-Channelp. 237
- Quickly Link Interactions to the Right People (Beta)p. 236
- Preview Files in the Chat Windowp. 238
- Quickly Preview Customer Information Before Chattingp. 237
- Migrate Your Facebook Social Posts from App-Scoped IDs to Page-Scoped IDsp. 239
- Track Conversations in the Case Feedp. 238
- Bring Chatter to the Conversationp. 238
- Respond to Customers Faster with Social Quick Action for Leadsp. 239
- Reply to Instagram Comments in Lightning Experiencep. 239
- Embedded Service for Mobile Appsp. 240
- Channel-Object Linkingp. 239
- Give Agents Greater Control with Custom Events for Chatp. 241
- Reach Right-to-Left Language Customers in Chat (Beta)p. 241
- Preview Labels for Appointment Homep. 241
- Spread Knowledge Far and Wide in More Channelsp. 243
- Write with Style in the Rich Text Editorp. 245
- Fine-Tune Access to Draft and Archived Articlesp. 243
- Set Targets for Lightning Smart Linksp. 246
- Find More Articles in List Viewsp. 243
- Skip the Coding When You Set Up Attributes for Skills-Based Routing (Generally Available)p. 247
- Delete Articles from More Placesp. 246
- Use Omni-Channel Routing in the Sales Cloudp. 250
- Let Your Agents Tackle the Right Cases Firstp. 249
- Search Public Groupsp. 250
- Maintain Access to Attached Files When You Migrate to Lightning Knowledgep. 244
- Give Chat Customers an Estimated Wait Time (Beta)p. 250
- Sort Feed Items from Oldest to Newestp. 254
- View Agent Status with a Color-Coded Widgetp. 250
- Know When Case Comments Are Privatep. 253
- Send Surveys for Casesp. 255
- Set Public and Private Visibility of Feed Items in Case Feed in Lightning Experiencep. 252
- Save a Click with Expand All Postsp. 255
- Know When You Have Unread Feed Items in Case Feedp. 253
- Accordion and Related Record Components Supported for Case Record Page on Phonep. 255
- View Paused Flows Without Blocking Your Listp. 259
- Require a Deployment and Show the Right Actions (Critical Update)p. 258
- Select Chat as a Channel for Quick Textsp. 256
- Add Autolaunched Flows to Your Agents’ To-Do Listp. 258
- Answer the Phone While Working with Dialogsp. 256
Industries67
- Report and Reduce Your Carbon Footprintp. 368
- Integrate Your Sales Experience with Sales Agreementsp. 371
- Automate Actual Quantity Updates Through Orders and Contractsp. 373
- Use Your Own Metrics to Track Varied Requirementsp. 372
- Choose Metrics for Agreement Termsp. 372
- Plan Ahead and Renew Your Sales Agreementsp. 374
- Recalculate Actuals for Sales Agreements with a Single Clickp. 373
- Manage a Single Active Version of a Sales Agreement Through Multiple Revisionsp. 374
- Improve Partner Collaboration with the Manufacturing Partner Community Templatep. 375
- Generate and Display Rolling Forecasts Automaticallyp. 377
- Get Timely and Personalized Notifications with Suggested Actionsp. 375
- Use the Formula Builder to Create Multiple Formulas for Forecastsp. 377
- Plan for Manual Adjustments to Forecasts in Alignment with Your Company’s Planning Periodp. 377
- Choose Metrics for Account Forecastsp. 378
- Track Manual Adjustments to Forecast Values by Multiple Usersp. 379
- Recalculate Forecasts During the Adjustment Period with a Single Clickp. 379
- Provide Growth Metrics For Each Account to Get Personalized Forecastsp. 378
- Plan Effective Store Visitsp. 383
- Improve Your Sales with Inventory Auditsp. 383
- Manufacturing Cloud Has New Objectsp. 380
- Evaluate the Effectiveness of Promotion Campaignsp. 383
- Streamline Your Business Processes by Grouping Similar Stores, In-Store Locations, and Productsp. 382
- Maximize In-Store Sales with Mobile Order Capturep. 383
- Capture Unique Business Data with Custom Tasksp. 383
- Gather Insights of Your Business with Surveysp. 384
- Increase Audit Accuracy and Productivity with Einstein Object Detectionp. 384
- Capture Borrower Information with Financial Services Cloud Data Model Enhancementsp. 387
- Create Guided Mortgage Application Flows with Mortgage Flow Templatesp. 388
- Detect Objects in Images using REST APIsp. 385
- Retail Execution Has New Objectsp. 384
- Connect with Blend APIsp. 389
- Connect with Roostify APIsp. 390
- Extend Your Flows with Flow Screen Componentsp. 389
- Manage Sales Territories and Optimize Routes with SFMapp. 384
- MuleSoft: Blend and Roostify Connectorsp. 389
- Protect Your Policyholders’ Sensitive Informationp. 391
- Automate Repetitive Tasks for Insurance Agents with Action Plansp. 391
- Document Tracking and Approvals (Generally Available)p. 390
- Give Independent Agents a Productivity Boost with a Feature-Rich Portalp. 392
- Plan and Prioritize Better with Insurance Agent Action Itemsp. 393
- Alert Agents About Policies and Claimsp. 392
- Give Agents and Managers a Complete Customer Intelligence Solution With Einstein Analytics for Insurancep. 393
- Filter Life Events or Business Milestonesp. 396
- Breathe Life into Life Events with Contextual Actionsp. 396
- Manage Life Events and Business Milestones with a Single, Versatile Componentp. 394
- Expire Obsolete Life Events or Business Milestonesp. 397
- Hide Sensitive Life Event Types or Business Milestone Typesp. 395
- Lightning Scheduler: Optimize Customer Appointment Schedulingp. 398
- Organize Policies by Typep. 397
- Deepen Customer Relationships with Expanded Account Relationship Structuresp. 398
- Fine-Tune Customer Insights with New Release of Analytics for Retail Bankingp. 399
- Enroll Patients in Programs and Capture Their Consentp. 404
- Focus on the Financial Services Data that Matters Most With Analytics for Wealth Managementp. 399
- Financial Services Cloud Has New Objectsp. 399
- Quickly Connect Patients With the Right Health Care Providerp. 406
- New and Changed Financial Services Cloud Object Fieldsp. 401
- Keep Close Track of Provider Relationshipsp. 405
- Simplify Medical Device Sales with Sales Agreements and Account Forecasting (Generally Available)p. 407
- Use Lightning Scheduler to Book Care Provider Visitsp. 406
- Get Insights into a Patient’s Life Eventsp. 407
- Hide Sensitive Life Event Typesp. 408
- Security Upgrade for Utilization Managementp. 410
- Health Cloud Has New and Changed Objectsp. 410
- Filter Life Eventsp. 408
- Improve Health Outcomes and Increase Patient Engagement with Einstein Analyticsp. 409
- Turn Metrics from Your Medical Device Business Into Actionable Insights with Manufacturing Analyticsp. 409
- Edit Field Level Security for Health Cloud Objectsp. 410
Experience Cloud46
- Harness the Power of Salesforce CMS (Generally Available)p. 332
- Take Control of How You Display Your Salesforce CMS Custom Contentp. 334
- Add Languages to Your Salesforce CMS Workspacesp. 334
- Work with Translated Content in the Salesforce CMSp. 335
- Update Your Lightning Community to the Latest Templatep. 337
- Manage Contributors and Their Roles in Builderp. 339
- Enjoy Better Navigation Between Topics and Detailsp. 340
- Break the Mold with Flexible Layoutsp. 337
- Create and Assign Many Audiences at Once Using APIs (Pilot)p. 341
- Make Files on Records Visible to Customersp. 340
- Delegate Management of Permission Setsp. 342
- Set Up Navigation Menu Variationsp. 340
- Make It Easier for Delegated Admins to Create New Usersp. 342
- Improve Tracking with the New Google Analytics™ Standardp. 344
- Broaden Your Horizons with More Width Controlp. 343
- Customize Account Teams to Enhance Team Sellingp. 346
- Get Warned Before Switching Community Templatesp. 345
- Set the Order of Products on Opportunities and Quotesp. 346
- Row-Level Actions Added to the Schedules Related List for Opportunity Productsp. 346
- Filter for Opportunities Owned by Your Team with One Clickp. 347
- Use Tile Menus to Brighten Up Your Community (Generally Available)p. 348
- Get Insight into Account and Opportunity Team Member Accessp. 347
- Customize the Record List Component Headerp. 348
- Hide User Profile Picturesp. 348
- Secure Guest Users’ Record Access with a New Settingp. 351
- Set Org-Wide Defaults to Private for Guest Usersp. 351
- Deflect More Cases with the Updated Case Deflection Componentp. 350
- Case Detail Page Variations and Components Are Retiring Winter ’20p. 349
- Manage Community and Guest Users’ Visibilityp. 352
- Automatically Assign Records Created by Guest Users to a Default Owner (Security Alert)p. 353
- Use Sharing Rules to Grant Record Access to Guest Usersp. 354
- View All Users and Other Permissions Disabled in Guest User Profiles (Security Alert)p. 353
- Community and Portal User Visibility Are Disabled by Default in New Orgsp. 356
- Secure Guest Users’ Org-Wide Defaults and Sharing Model (Security Alert)p. 353
- Block Certain Fields in the User Record for Orgs with Communities and Portals (Security Alert and Critical Update, Enforced)p. 357
- Prevent Using Standard External Profiles for Self-Registration and User Creation (Security Alert and Critical Update, Enforced)p. 358
- Customize How External Users Register Their Identity Verification Methodsp. 359
- Tighten up Your Community User Permissionsp. 359
- Set Up Email Address Confirmations for Lightning Communitiesp. 359
- Set External Access Levels for More Standard Objects (Generally Available)p. 361
- Require TLS 1.2 for HTTPS Connections in Communities and Sites (Critical Update, Enforced)p. 357
- Community Nicknames (Security Alert)p. 361
- Name Change for Workspaces and My Communities in Builderp. 362
- Use Attributes in Lightning Web Components with Confidencep. 362
- Improve Community User Privacy by Using Nicknames in Private Messagesp. 363
- Set Visibility of Feed Items in a Case Feedp. 363
Chatter & Collaboration17
- Manage Delivery Settings for Chatterp. 365
- See More Record Details When You Want (and Not When You Don't)p. 365
- Remove a File from a Record Without Deleting It Everywherep. 366
- Make Files on Records Visible to Customers in Communitiesp. 367
- Get Clearer Character Limits on Questionsp. 364
- Improve Org Security With Correct File Extensions and MIME Typesp. 367
- Connect Quip to Salesforce Fasterp. 591
- Log Calls from Quip Documentsp. 592
- Add Quip Documents and Spreadsheets to Salesforce Records (Generally Available)p. 591
- Stay Up-to-Date with Quip Documents on Mobilep. 591
- Update Your Salesforce List Views from Quipp. 593
- Add Salesforce Reports to Quip Documentsp. 594
- Share Quip Documents Embedded on a Record Automatically with Synced Permissions (Granular Permissions)p. 595
- See Linked Salesforce Records from a Quip Documentp. 595
- Publish Einstein Analytics Dashboards and Lenses to Quip Slidesp. 596
- Update Quip Slides and Spreadsheets Automatically with Processes and Flowsp. 596
- Set File Sharing to Inherit Record Settingsp. 366
Mobile35
- Transition Seamlessly to the New Mobile App with Familiar Navigation Itemsp. 110
- Upgrade with Ease with the New Salesforce Mobile App QuickStartp. 108
- Unlock Mobile Configuration Options in the Lightning App Builderp. 109
- Switch Without a Hitch with the New Salesforce Mobile App Documentationp. 108
- Everything That’s New in the Salesforce Appp. 105
- Give Your Users Access to the New Salesforce Mobile Appp. 109
- Get Around Faster with the Thumb-Friendly Navigation Barp. 111
- Find Actions in a New Place and Get to Them in a New Wayp. 112
- Switch Accounts, Give Feedback, and Get Help in the Profile Menup. 115
- Do More on Record Pages with New Styling and Componentsp. 114
- Give Your Users Custom Record Pages on Their Phonesp. 116
- Show or Hide Record Page Components by Devicep. 117
- Interact with Embedded Einstein Analytics Dashboards in the Salesforce Mobile Appp. 118
- Make Your Lightning Apps Accessible on Phone, Desktop, or Bothp. 117
- Access Einstein Analytics Dashboards from Links in Salesforce for iOSp. 118
- Protect Your Salesforce App with Enhanced Mobile Securityp. 119
- Search for Einstein Analytics Dashboards in Salesforce for iOSp. 119
- Your Favorite Dashboards Are Just One Tap Away in Salesforce for iOSp. 119
- List and Related List Components Are Optimized for the New Salesforce Mobile Appp. 125
- Salesforce App Requirements Have Changedp. 123
- Launch into Lightning Experience Apps with the Mobile App Launcherp. 113
- Support More Account Team Business Cases Anywherep. 125
- View More Fields in the Record Highlights Panelp. 126
- See More Record Details When You Want (and Not When You Don’t)p. 127
- Manage Delivery Settings for Standard Notifications with Notification Builderp. 128
- Send Custom Notifications with Flow Builderp. 129
- Open Salesforce Links in Safari on Your iPadp. 130
- Keep Users in the Know with Custom Push Notifications for iOS and Androidp. 131
- Route Your Custom Push Notifications to the Salesforce Mobile Appp. 129
- Easily Find Reports and Dashboards with Familiar Listsp. 128
- Give Users Access to the Twitter Component in the New Salesforce Mobile Appp. 125
- Access Native Capabilities for an Enhanced User Experiencep. 131
- Set Up Deep Linking for an In-App Experiencep. 131
- Download and Share Salesforce Files for Access on the Gop. 132
- Bring Users Directly to Your App with AppLinks for Androidp. 132
Analytics70
- Filter Reports Using Field Comparisons with Field-To-Field Filters (Beta)p. 262
- Evaluate Each Record in Reports with Row-Level Formulas (Generally Available)p. 260
- Right-to-Left Language Support for Reports and Dashboards (Beta)p. 263
- Count Unique Values in Report Results (Beta)p. 265
- Show Territory Details on Activities Reportsp. 266
- Easily Read Wrapped Long Text Fields in Report Resultsp. 266
- Account Team Support Was Added to Reports and Dashboardsp. 266
- Ease into Setup with In-App Guided Learningp. 269
- Data Sync Is Enabled by Default in New Analytics Orgsp. 270
- Capture the Latest Data Fasterp. 271
- Recipe Editor Is Renamed Data Prepp. 273
- Data Sync Schedule Reminders Help You Keep Your Data Currentp. 270
- Legacy Folder Sharing Is Retiring in Summer '20p. 267
- Sync More Data Through Snowflake Computing and Amazon S3 Connectionsp. 271
- Identify Users Not Covered by Sharing Inheritancep. 272
- Standardize Date Formats in Your Datasetsp. 277
- Convert Columns to Dimensions and Datesp. 276
- Complete Your Data by Predicting Missing Valuesp. 274
- Analytics Applies Security to Datasets Exported to Einstein Discoveryp. 281
- Make Datasets More Secure with Longer Security Predicatesp. 281
- Manage Recipes and Dataflows More Easilyp. 280
- Get the Right Data with More Flexible Recipe Filtersp. 279
- Fortify Your Sales Data with Einstein Discovery for Sales Analyticsp. 281
- Make Einstein Discovery Predictions More Precise with the Accuracy Analytics Templatep. 282
- Display Grand Totals and Subtotals in Tables (Beta)p. 285
- Use String Values in Formulas in the Compare Table Column Editorp. 288
- Compare Metrics Against Qualitative Benchmarks with Bullet Chartsp. 287
- Apply Conditional Formatting to Calculated Dimensionsp. 290
- Create the Latest Version of the Einstein Adoption Analytics App Without Installing a Managed Packagep. 283
- Explore Salesforce Data Directly, Without Datasetsp. 293
- Einstein Analytics Classic Designer Is Retiringp. 294
- Create Custom Queries With User-Defined Valuesp. 295
- Format Numbers Your Way in Every Chart and Tablep. 292
- Preview Your Custom Onboarding Videos in the Dashboard Designerp. 296
- Steps in Dashboards Are Now Called Queriesp. 294
- Calculate Grand Totals and Subtotals with the rollup Modifier and grouping() Function in SAQLp. 297
- Give Your Lightning Components the Power of the Analytics Template SDKp. 302
- Back Up and Restore Your Analytics Dashboards, Lenses, and Dataflows with Asset Version Historyp. 299
- Get and Set Dashboard States with the Analytics Web SDKp. 301
- Enable CDN to Load Einstein Analytics Fasterp. 302
- Collaborate on a New Version of a Dashboard Behind the Scenes with Publisher Feature (Pilot)p. 297
- Get the Best Predictions of Two Different Models (Pilot)p. 305
- Monitor the Accuracy of Deployed Models in Real Time (Generally Available)p. 306
- Deploy Predictions on Salesforce Records Without Writing Code (Generally Available)p. 304
- Improve Your Models by Comparing Metricsp. 307
- List and Get Saved Views and Execute Multiple Queries with the Analytics Web SDKp. 300
- Speed Up Story Creation with Automated Setupp. 309
- Improve Your Predictions With the Accuracy Analytics Appp. 310
- Improve Model Accuracy with Target Thresholdsp. 308
- Visualize Model Performance with a Residuals Plot Chartp. 311
- Speed Up Story Creation for Descriptive-Only Insightsp. 314
- Refresh Your Stories with Dataset Updatesp. 315
- Remove Biased Variables from Your Modelp. 313
- Crunch More Report Data with Einstein Data Insightsp. 316
- Display Einstein Discovery Predictions in Lightning Experience Community Pagesp. 316
- Create Stories Using Datasets with Predicatesp. 316
- Customize the Appearance of Einstein Discovery Predictions on Lightning Experience Record Pagesp. 317
- Einstein Prediction Objects Visible to Privileged Usersp. 318
- Retiring Einstein Discovery Classicp. 318
- Get Einstein Predictions in Apex Codep. 317
- Journey Through Guided Learning and Track Your Progress in the Learning Centerp. 322
- Get to the Insights That Matter Faster with Einstein Analytics Homep. 320
- Learn More in Studio with the Learning Adventure Appp. 326
- Preview Dashboards Before You Print or Save Them as PDFsp. 328
- Publish Dashboards and Lenses to Quip Slidesp. 327
- Subscribe for Email Updates on Key Metrics (Beta)p. 323
- Additional Enhancements in Einstein Analytics for iOSp. 330
- Use Einstein Analytics in the Salesforce Mobile Appp. 331
- Additional Enhancements in Einstein Analytics for Androidp. 330
- Open Records from Einstein Analytics Dashboards in Lightning Page Tabsp. 329
Platform156
- Customize Lightning Record Pages for the Phone Form Factorp. 414
- Filter by Comparison in Einstein Prediction Builderp. 412
- View Supported Form Factors in the Component Palettep. 417
- View App Default Form Factor Assignments from the Pages Menup. 418
- Select a Lightning Page Template Based on Form Factorp. 416
- Add Tabs and Accordion Components to Your Home Pagesp. 419
- See Survey Results Faster with the Customer Experience Score Component (Pilot)p. 419
- Set Record Page Component Visibility Rules Based on Devicep. 419
- Set Component Visibility Rules by Form Factor More Easily with Updated Labelsp. 420
- Placeholder Components Have Improved Design and Messagingp. 420
- Add Topics to Surveysp. 420
- Pinned Region Page Template Labels Have Changedp. 421
- Add List and Related List Components to the New Salesforce Mobile Appp. 415
- Tour Lightning App Builder Record Pages More Easilyp. 421
- Approvalsp. 421
- Increased Limits for Approval Processesp. 421
- Manage Delivery Settings for Approval Requestsp. 422
- Call Autolaunched Flows from Your Next Best Action Recommendationsp. 422
- Undo and Redo Your Work When Creating Strategiesp. 424
- Create Expressions for Branches More Easily in Next Best Action Strategy Builderp. 424
- Create Strategy Templates and Protect Strategies as Your Intellectual Propertyp. 423
- Title Your Recommendations for Easy Identificationp. 425
- Display Recommendations on Your App’s Home Pagep. 426
- Add Powerful and Performant Lightning Web Components to Your Flow Screensp. 429
- Start a Flow on a Schedulep. 429
- Help Your Users Search for Records in Flowsp. 432
- Configure Screens and Get Records Elements Without Creating Variablesp. 430
- Use Apex-Defined Data Type Collection Variables with Operators in Assignment and Decision Elementsp. 433
- Make Your Flow Screens Dynamic with Conditional Visibilityp. 433
- Create Resources More Easily in Flow Builderp. 435
- Activate Your Flow Without Leaving Flow Builderp. 436
- Use Flow Builder to Send Custom Notificationsp. 434
- Get Longer Element Labels, Improved Panning, and Drag Selection in Flow Builderp. 435
- Use Rich Text in Text Templatesp. 435
- Find the Flow Type in Advanced Settingsp. 437
- Manage Your Flows with the Enhanced Flows List Viewp. 438
- Goodbye, Desktop Flow Designerp. 437
- Alert the Right People When a Flow Error Event Occursp. 439
- Enable Partial Save for Invocable Actions (Critical Update)p. 440
- Control Access to Flow Activity Charts in Automation Home (Beta)p. 441
- Control Users’ Ability to Run Individual Flows Using Profiles and Permission Setsp. 439
- Set Your Own Flow Test Coverage Requirementsp. 442
- Check for Null Record Variables or Null Values of Lookup Relationship Fields in Process and Flow Formulas (Critical Update, Postponed)p. 442
- Require User Access to Apex Classes Invoked by Flow (Critical Update, Postponed)p. 443
- Automate Account Team Creation with Process Builderp. 443
- Record a Compliance Categorization Related to a Field’s Datap. 446
- Automate Sending Survey Invitations by Emailp. 444
- Evaluate Criteria Based on Original Record Values in Process Builder (Critical Update, Postponed)p. 446
- Know Whether a Process Publishes Event Messages Even When Transactions Failp. 445
- Add Merge Fields from Platform Events in Process Builderp. 444
- Permission Set Groups: Group Permission Sets Based on User Roles for Easier Assignment (Beta)p. 447
- Create Reports for Your Data Classification Metadatap. 447
- Check a Field’s References and Find Reports Using It (Generally Available)p. 450
- Secure Guest Users’ Sharing Settingsp. 452
- Safeguard Your Data by Setting External Access Levels for More Standard Objects (Generally Available)p. 452
- Set an External Access Level for Leads (Beta)p. 453
- Enable ICU Locale Formats (Critical Update)p. 454
- Write Longer Translations for Individual Componentsp. 455
- Install Even More Custom Objects in Your Orgp. 449
- Read Right to Left in Reports and Dashboards (Beta)p. 455
- Keep Sharing Records When Migrating to Enterprise Territory Managementp. 453
- Gain Insight into Your Company’s Installed AppExchange Packagesp. 456
- Telangana Added to State Picklist for Indiap. 455
- Strong Customer Authentication Is Supported for AppExchange Checkoutp. 456
- Set a Lightning App to Support Desktop, Phone, or Bothp. 459
- Enhanced External Services: Get Better Connections for a Better Tomorrow (Beta)p. 459
- Monitor Your Custom Object and Settings Count in System Overviewp. 460
- Layout Changes for Records Are Delayed After Savep. 461
- Show or Hide Lightning-Only Tabsp. 460
- Get Accurate Daylight Savings Time Values with DATEVALUE()p. 461
- Allow Access to Customized Actions Perm Is No Longer Requiredp. 462
- Troubleshoot OData Connections with OData Tracerp. 462
- Require Customize Application Permission for Direct Read Access to Custom Settings (Critical Update, Postponed)p. 463
- Grant Access to Custom Settings After Restricting Org-Wide Access (Critical Update)p. 463
- Control Who Gets Read Access to Custom Settingsp. 464
- Lightning Web Components: Open Sourcep. 492
- Hitting Apex Limits in Server-Side Actions Is More Predictablep. 499
- Add Lightning Web Components as Custom Tabsp. 492
- New Package Name for Testing with Jestp. 495
- Lightning Components Can Access Public Apex Methods Only in the Same Packagep. 500
- Increase Productivity with Local Development for Lightning Web Components (Beta)p. 496
- Communicate Across Salesforce UI Technologies with Lightning Message Service (Developer Preview)p. 497
- Aura Components in the ui Namespace Are Being Retiredp. 500
- Restrict Access to @AuraEnabled Apex Methods for Authenticated Users Based on User Profile (Critical Update)p. 505
- Restrict Access to @AuraEnabled Apex Methods for Guest and Portal Users Based on User Profile (Critical Update)p. 505
- Override Aura CSS Flipping for RTL Languagesp. 503
- Select the API Version for Lightning Lockerp. 503
- Navigate Users Directly to an Appp. 504
- Enforce Access Modifiers on Apex Properties in Lightning Component Markup (Critical Update)p. 506
- Use without sharing for @AuraEnabled Apex Controllers with Implicit Sharing (Critical Update, Retired)p. 507
- Use with sharing for @AuraEnabled Apex Controllers with Implicit Sharing (Critical Update)p. 508
- Prevent Creation of Function Expressions in Dynamically Created Aura Components (Previously Released Critical Update)p. 509
- Disable Access to Non-global Apex Controller Methods in Managed Packages (Critical Update, Postponed)p. 509
- API Only Users Can Access Only Salesforce APIs (Critical Update, Postponed)p. 510
- Object Detection API Response JSON Contains a New algorithm Fieldp. 512
- API Response JSON Contains a New language Fieldp. 514
- Text Datasets Can Contain Up to 3 Million Wordsp. 517
- Intent API Response JSON Contains a New algorithm Fieldp. 516
- Build Better Predictions with Insightsp. 518
- Object Detection Maximum Image Size Increased to 5 MBp. 513
- "Show Label" Checkbox Now Available in Lightning App Builderp. 519
- Communicate Across Salesforce UI Technologies with Lightning Message Channel (Developer Preview)p. 519
- Review Old Sites and Communities Sandbox Bookmarksp. 519
- Remove Instance Names from URLs for Visualforce, Community Builder, Site.com Studio, and Content Files (Previously Released Critical Update)p. 520
- Enforce Field-Level Security in Apex (Beta)p. 521
- Callouts Are Excluded from Long-Running Request Limitp. 522
- Expand Apex Testing with the ApexSettings Metadata Typep. 522
- Enable Improved Caching of Org Schema (Critical Update, Postponed)p. 523
- Untangle Your Dependencies with MetadataComponentDependency Queries (Beta)p. 523
- Query in Bulk API 2.0p. 525
- Protect Your Custom Metadata Types in Second-Generation Packagesp. 527
- Require Customize Application Permission for Direct Read Access to Custom Metadata Types (Critical Update)p. 527
- Develop Apps with Ease Using Second-Generation Managed Packages (Generally Available)p. 528
- Compute Code Coverage for Unlocked Packagesp. 529
- Control Who Gets Read Access to Custom Metadata Typesp. 526
- Eliminate the Guesswork for How Many Retrieve Jobs Is Too Manyp. 525
- Create Scratch Orgs with More Featuresp. 529
- Make the Move to Scratch Org Settingsp. 530
- Secure Your Sandbox Data with Salesforce Data Maskp. 531
- See the Health of Your AppExchange Listing with Marketplace Analyticsp. 532
- Run ISV Hammer on Package Versions and Subscriber Orgsp. 534
- Analyze Managed Package API Event Usagep. 534
- Execute Apex Tests Written by a Subscriber to Test Your Package Functionalityp. 536
- Enrich Change Event Messages with Fields That Are Always Included (Pilot)p. 538
- Migrate Change Data Capture Channels and Members with Metadata API and Tooling APIp. 538
- Opt Out of ISV Hammer Testsp. 536
- Share Due Diligence and Compliance Information More Easilyp. 536
- Determine Which Fields Changed with the New changedFields Header Fieldp. 538
- Receive Change Event Notifications for More Objectsp. 539
- Receive Relevant Event Messages Using Event Filters with a CometD Subscription (Pilot)p. 540
- Monitor Platform Event Publishing Usage in REST APIp. 540
- Configure Streaming API Settings with Metadata APIp. 541
- New and Changed Modules for Lightning Web Componentsp. 544
- Changed Lightning Web Componentsp. 542
- Disabled /event/AsyncOperationEvent Channel (Beta)p. 541
- New and Changed Aura Componentsp. 545
- New Apex Classesp. 548
- New Aura Component Eventsp. 547
- New Apex Exceptionp. 550
- New Apex Interfacesp. 550
- Changed Apex Classesp. 549
- New Chatter in Apex Classesp. 550
- New Chatter in Apex Enumsp. 553
- New and Changed Standard Platform Eventsp. 560
- New and Changed Chatter in Apex Output Classesp. 551
- New and Changed Chatter REST API Response Bodiesp. 567
- New Chatter REST API Request Bodiesp. 565
- User Interface APIp. 574
- New, Changed, and Deprecated Callsp. 563
- Bulk API 2.0: Avoid overflow errors in the reported resultsp. 576
- Settings Exposed in Metadata APIp. 581
- Uninstall the Pre-Release Version of Salesforce CLIp. 588
- Lightning Console JavaScript APIp. 587
- New Chatter REST API Resourcesp. 563
- Discover New and Changed CLI Commandsp. 588
- New and Changed Objectsp. 554
Security & Identity26
- Authentication and Identityp. 467
- Identity Connect Enhancementsp. 471
- Custom Labels for Custom Scopesp. 470
- Customize Identity Verification Methodsp. 468
- Track Identity Verification Eventsp. 473
- Exclude Consumer Secrets from API Responsesp. 472
- Build a Connected Appp. 472
- Encrypt Your Customers’ Insurance Informationp. 475
- Sync Data in More Fields with Self-Service Background Encryptionp. 476
- Enable Encryption for Chat Transcripts on Your Ownp. 477
- Enhance Filtering on Encrypted Data with Skinny Tables (Generally Available)p. 477
- Turn On Platform Encryption Settings Programmatically Through Metadata APIp. 477
- Event Monitoring: General Availability of Real-Time Event Monitoring and Enhanced Transaction Security, Legacy Transaction Security Retiringp. 478
- Real-Time Event Monitoring Generally Availablep. 479
- Enhanced Transaction Security Generally Availablep. 480
- Migrate Legacy Transacation Security Policies (Critical Update)p. 481
- AdminSetupEventStream and AdminSetupEvent Still Betap. 481
- New TxnSecurity.AsyncCondition Apex Interfacep. 482
- Packages Support All Policiesp. 483
- LoginEvent Captures Invalid Login Attemptsp. 483
- Policies Don't Fail for Inactive Usersp. 483
- Better Apex Execution Event Datap. 484
- New Platform Events Org Preferences Typep. 484
- New Apex REST Api EventLogFile Event Typep. 484
- Change to SamlSsoConfig MDAPI Typep. 474
- Improved Security for Authorization Errorsp. 474
Salesforce Overall65
- Make Sure Your AppExchange Packages are Ready for Lightning Experience (Beta)p. 73
- Get the Big Picture on Your Transition with the Lightning Experience Configuration Converter Home Tab (Beta)p. 74
- Use the Readiness Check to Guide Your Lightning Experience Transitionp. 72
- Turn On Lightning Experience Critical Update Now Activates Starting January 7, 2020p. 69
- Convert JavaScript Alerts to Lightning Componentsp. 74
- Access Lightning Experience Transition Tools in Government Cloud Orgsp. 75
- Default User Experience After Lightning Experience Is Turned Onp. 71
- View Scan Results in the Configuration Converter, Not in Emailp. 75
- Convert JavaScript Buttons on Contract and Task Objectsp. 75
- Actions and Buttons Tab (Generally Available)p. 74
- Keep Your URLs Alive in Lightning Experience (Beta)p. 73
- Lightning Experience Graduates to a Permanent Fixture in Salesforcep. 70
- Add Longer URLs to Your Custom Help Menup. 78
- Customer 360 Data Managerp. 78
- Add In-App Guidance for Feature Discovery and Adoption (Generally Available)p. 76
- Control Which Help Menu Links Appear to Usersp. 77
- Access the Recycle Bin in Lightning Experiencep. 79
- View Records by Topic on the Topic Detail Pagep. 80
- Boost Productivity with Personalized Search Results (Beta)p. 84
- New Undo Link on the Delete Record Toastp. 79
- Make Your List Views Stay on Topic with Topic Filtersp. 80
- Save Ink and Paper with Printable View for Listsp. 81
- Get Precise with Mass Actions on Search Results and Quick Filtersp. 81
- Navigate Directly to an Appp. 83
- Create Instant Reports with All the Right Filters with Conversational Search (Beta)p. 86
- Break Open the Search Box with Enhanced Instant Results (Beta)p. 85
- Put the Pro in Profile with Profile-Specific Search Results Layouts (Beta)p. 89
- Find the Right Record Faster with Recommended Result (Beta)p. 87
- Get Search Results for More Objectsp. 89
- Navigation Bar Items No Longer Determine Top Search Resultsp. 90
- Boost Marketing Campaigns with Surveysp. 92
- Get Insight into Support Casesp. 92
- Assign Topics to Surveysp. 95
- Display Customer-Provided Scores for a Particular Record (Pilot)p. 94
- Automate Survey Invitations with Process Builderp. 93
- Empower Survey Owners to Manage Responsesp. 95
- Get Going Faster with Sample Surveysp. 95
- Export Responses for Detailed Insightsp. 96
- Switch Between Survey Versions in a Clickp. 96
- Analyze Survey Responses Effortlesslyp. 96
- Allow Unauthenticated Participants to Respondp. 97
- View Invitations and Responses Associated with Recordsp. 96
- Enhance Efficiency with Concurrent Schedulingp. 98
- Choose Whether Your Participants See the Welcome Pagep. 96
- Lightning Scheduler: Multi-Resource and Concurrent Schedulingp. 97
- Build Meeting Prep and Travel Time into Appointment Schedulingp. 98
- Quickly Schedule International Appointmentsp. 98
- Book Group Appointments with Multi-Resource Schedulingp. 97
- Give Feedback to Salesforce with a Revised Formp. 98
- Keep Up with Security Updates in the New Hubp. 99
- Customize Utility Icon Colors with New Lightning Console JavaScript APIsp. 101
- Manage Security Contacts for Your Orgp. 100
- Keep Working with Tab-Focused Dialogs (Critical Update)p. 101
- Access Salesforce from Safari on iPad Devices (Beta)p. 102
- Entity Element Type of the TopicAssignment Object Was Changedp. 102
- Set a Default Email Fontp. 103
- Try New Lightning Features with the Lightning Extension for Chrome (Generally Available)p. 103
- Optimizer Setup Gets a Makeoverp. 102
- Look to Files, Not Your Inbox for Optimizer Reportsp. 102
- Get Connected Faster with Enhancements to Email-to-Casep. 133
- Get to Know Essentials, One Minute at a Timep. 133
- Set Up Your Email and Social Cases with Revamped Setup Flowsp. 133
- See Changes to Sales and Service with an Essentials Filterp. 133
- Introducing New Guides for Consumer Goods Cloudp. 603
- Introducing New Guides for Manufacturing Cloudp. 603