Salesforce Releases

We needed a Book, so here's a Boo.

Summer '21 Abridged


The Salesforce Discord Collective Presents:
THE SUMMER 21 RELEASE NOTES - ABRIDGED
:doge: to the moon 🚀


CRITICAL STUFF

GENERAL STUFF

Includes Sales & Service stuff because those sections were too short to stand alone.

SHARING

Yup, sharing gets its own section this time, even if it’s short. One, there’s some nice updates to QoL. Two, the way sharing has evolved in the past 2 years means that it’s time to focus on it. So, yeah, sharing section.

Yes, this looks awesome. It does, however, pose a problem as it adds yet another layer of complexity in permission handling. Remember this ? That was already hard for most administrators. Now you add Perm Set groups, Muting Perm Sets, Restriction Rules. Thankfully they added the UI level Share parsing.

What you probably want to do right now if you’re an existing organization where Sharing and Permissions are important is to start Designing Personas of your users, and seeing if leveraging these new features can improve maintenance. If you’re a new admin, a new consultant, or on a greenfield project, double the time you allocated to permissions definition and actually ask yourself how you would design this now. It’ll matter for the long run.

FLOWS

DEVELOPMENT

PARDOT

DOGELAND

OTHER


This abridged version was graciously written up by the SF Discord

We have a nice wiki: https://wiki.sfxd.org/

And a linkedin page: https://www.linkedin.com/company/sfxd/

Join the ~5600 members in the most active chat-based community around Salesforce these parts of the web at http://join.sfxd.org/


Spring '21 Abridged


The Salesforce Discord Collective Presents:
THE SPRING 21 RELEASE NOTES - ABRIDGED
As Exciting as the new Samsung WF50R8500A release


CRITICAL STUFF

GENERAL STUFF

SALESFORCE CORE

SERVICE

FLOWS

For anyone who cares, we consider Flows a valid replacement for some Processes starting this release, with the caveat of more testing in Sandbox required compared to Processes. We still recommend wariness for enterprise orgs though, and do not consider it ready for prime-time in all contexts.

FIELD SERVICE

DEVELOPMENT

DOGELAND

OTHER

Useless fact of the day: This ARN is 27% shorter than last release, and 48% shorter than Spring20.


This abridged version was graciously written up by the SF Discord

We have a nice wiki: https://wiki.sfxd.org/

And a linkedin page: https://www.linkedin.com/company/sfxd/

Join the ~2500 members in the most active chat-based community around Salesforce these parts of the web at http://join.sfxd.org/


Winter '21 Abridged


The Salesforce Discord Collective Presents:
THE WINTER 21 RELEASE NOTES - ABRIDGED
By reading these release notes, you forfeit your place to Dreamforce this year in favour of an SFXD member. Oh wait…


CRITICAL STUFF

GENERAL STUFF

SALESFORCE CORE

FLOWS

/* This release got a few very anticipated updates for testing and reproduction. Enterprise users rejoice */

For anyone who cares, we still don’t recommend replacing all your PBs with triggered Flows. We do recommend starting to look into how you will do this in the next releases though. It’s coming fast.

COMMUNITIES EXPERIENCE CLOUD

EINSTEIN

DEVELOPMENT

DOGELAND

OTHER


This abridged version was graciously written up by the SF Discord

We have a nice wiki: https://wiki.sfxd.org/

And a linkedin page: https://www.linkedin.com/company/sfxd/

Join the ~2500 members in the most active chat-based community around Salesforce these parts of the web at http://join.sfxd.org/


Summer '20 Abridged


The Salesforce Discord Collective Presents:
THE SUMMER 20 RELEASE NOTES - ABRIDGED
Best read from 1.5m distance


CRITICAL STUFF

GENERAL STUFF

FLOWS

COMMUNITIES

SERVICE

REPORTS AND DASHBOARDS

EINSTEIN

DEVELOPMENT

DOGELAND


This abridged version was graciously written up by the SF Discord

We have a nice wiki: https://wiki.sfxd.org/

And a linkedin page: https://www.linkedin.com/company/sfxd/

Join the ~2000 members in the most active chat-based community around Salesforce these parts of the web at http://join.sfxd.org/




SPECIAL EDITION - FUTURE OF AUTOMATION

I put this outside of the ARN themselves because, well, it’s not a release note.

Re: After/Before/Events Triggered Flows:

Re: User-Permission Bypassing Flows:

Re: Dynamic Forms:

Re: Lightning Message Service (LMS) and continued support of legacy code:

Spring '20 Abridged


The Salesforce Discord Collective Presents:
THE SPRING 20 RELEASE NOTES - ABRIDGED
Bug Fixes & Various Impro… wait this isn’t the app changelog.


CRITICAL STUFF

GENERAL STUFF

FLOWS, PROCESSES

Stephen King reported crying in a corner as flow team continues to be KILLIN’ IT for the second release in a row.
As an aside we recommend subscribing to the Flow Product Owner’s blog ( rss ) for insane stuff that may not be ready for full release.

Breaking the List format for a second here, because those changes are massive. First, this means Process Builder are less relevant in a lot of cases, as they run after a DML. Here, before stuff touches the database, Flows can run and edit values on the record. This is FAST AS FUCK and plays well with limits. Combined with Scheduled Flows, this means that you can remove quite a few processes that had long-runing paused interviews (replace that PB that says “set contract to expired after end date in the past” with a scheduled Flow that will run daily). In short - if you’re an admin, you know Process Builder, but you don’t know Flows, go to trailhead NOW or ask for training ASAP because your job will depend on it medium-term.

COMMUNITIES

EMAILS

SERVICE

SMALL RANDOM THINGS THAT ARE NICE

DEVELOPMENT

CPQ - by Mekel

EINSTEIN ANALYTICS - by Supergrape

Field Service Lightning

BLAST FROM THE PAST

DOGELAND


This abridged version was graciously written up by the SF Discord

We have a nice wiki: https://wiki.sfxd.org/

And a linkedin page: https://www.linkedin.com/company/sfxd/

Join the ~1900 members in the most active chat-based community around Salesforce these parts of the web at http://join.sfxd.org/

Winter '20 Abridged


The Salesforce Discord Collective Presents:
THE WINTER 20 RELEASE NOTES - ABRIDGED
Can we speak about the fact that “winter” releases come out when it’s still 35°C like seriously the logo has palm trees


Welcome to the hospice

Awesome stuff

Awesome stuff if it was still 2014

Flows and PBs

If these guys continue delivering at this rate I’m going to have to do two release notes, one for that team, and one for all the others…

Put some varnish on it - old things that just got better in no particular order

Service

Communities

Einstein Analytics

Others

Dev

Things are just horrible


This abridged version was graciously written up by the SF Discord http://join.sfxd.org/
We have a wiki as well now: https://wiki.sfxd.org/

Summer '19 Abridged


The Salesforce Discord Collective Presents:
THE SUMMER 19 RELEASE NOTES - ABRIDGED
We don’t use cookies to track you, but we like chocolate ones


As said last time, we stopped separating LEX into a different section.

CRITICAL STUFF

OOOH, SHINY!

GENERAL STUFF

EMAILS

SERVICE CLOUD

PROCESSES, FLOWS, ETC

COMMUNITIES

REPORTING

ANALYTICS

DEV

LAUGHING, CRYING, WHAT’S THE DIFFERENCE


This abridged version was graciously written up by the SF Discord https://discord.gg/8J5mvX7
We have a “website” now: https://sfxd.github.io/

Spring '19 Abridged


The Salesforce Discord Collective Presents:
THE SPRING 19 RELEASE NOTES - ABRIDGED
As Exciting as the new Samsung WV9900 release


CRITICAL STUFF

If GDPR is important to you, you should read the entire "Email Experience" section.

TL;DR:

GENERAL STUFF

    • You can pin List Views now. FINALLY users can go to an object page and view directly what they need without an extra click and waiting for LEX to load over the course of a coffee being served! ... Except there's no way to set the default Pinned Lists as an Admin, and so your users will need to know this new feature exists. And do it themselves. For each object. Almost got it Salesforce... ALMOST.
    • Cloning Sandboxes is now available for everyone.
    • Gmail integration now much better and actually saves you time.
    • We called it last time, but if this doesn’t convince you we can’t help you. Salesforce For Outlook will VERY PROBABLY be deprecated in future releases. Consider migrating to a cloud based solution.
    • Permission Set Groups are now a thing and allow you to package permission sets together. Yes, Salesforce is pushing Permission Sets hard, and yes, you will learn to love it.
    we'll use our tool a bit more as this was deleted from the release
  • Einstein Activity Capture now syncs contacts and events, so other people can see stuff without the license. It also gets more reporting capaiblities.

FLOWS AND PROCESSES

  • New flow builderrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrr. Yes we already said this and no we don’t care. NO MORE FLASH BABY
  • Processes and Flows can now reference External Objects. That’s pretty much a game changer.
  • Processes can now be triggered on Errors - specifically on Batch Apex Platform Event (BatchApexErrorEvent) and Platform Status Alert Event (PlatformStatusAlertEvent).
  • Flows now have Adress field types in screens (and image too)

SALES CLOUD

SERVICE CLOUD

MARKETING

COMMUNITIES

Tons of small quality of life updates.
Like literal tons.

If you’re a big communities user you should read the appropriate section

LIGHTNING

CPQ

If you use Avalara for Salesforce Billing, do not upgrade to Salesforce Billing Spring ’19 without following these instructions .

EINSTEIN ANALYTICS

  • Dataflows can be set to run on event-based scheduling rather than a time-based schedule! This should be a great way to blow through your 24-hour Dataflow sync limit, but they also increased 24-hour Dataflow limit from 50 to 60. Not a huge change this release but it has doubled from 30 since this time last year.
  • Need help troubleshooting why a Dataflow is taking so long to run? Well, this new feature isn’t that! Set Analytics up to send you an angry email if a Dataflow takes longer than a predefined amount of time to run! Let me tell you, this is super useful /s
  • Combo Chart Upgrayedd! (too old of a reference? I’m sticking with it…) Ability to specify if a measure is a bar or a line and a bonus of being able to stack the bars! Sounds minor but is a pretty significant change to this chart’s usability.
  • Einstein Analytics Classic (Wave 1.0) is being retired for good. In July 2019 all existing Wave 1.0 Dashboards will be disabled. Go ahead and start clicking that “Convert” button and watch the Dashboards explode because that button has never worked.

DEV

BUGFIXES

LIGHTS ARE ON BUT NOBODY’S HOME

  • Remember the Cloud Scheduler, where you could offer appointment slots ? Well it’s back as Lightning Scheduler. Available if you pay, and only for enterprise and Performance editions. Literally Pay2Win.
  • Process Builders now have templates! … Oh wait, no, they added a checkbox in the metadata so you can say “is template”, but the checkbox does nothing. Eh, just ship it, it’s not like your users are used ot using metadata…
  • New Flow Type to let users request help… They literally created a new object and matching permissions for what is a glorified LiveAgent chat start.
  • Tests can now test process Scheduled Actions and Resume Events. “Declarative stuff done by an admin” but testing is done in code, shit never goan get used ayyy lmao

DIDN’T QUITE MAKE THE CUT

  • BigObjects can now be created from the setup, instead of the metadata API. They day they remove the need to use Async APEX to feed data into BigObjects is the day I push that update to “Critical Stuff”. Still cool as hell.
  • In Sandbox only, you can see references to a field before editing it. The day they push THAT to GA is going to be a damn celebration by all admins.
  • Sandbox Email Adresses change format. Not super major nor interesting… but if you’re a dev and you’re waiting for that =example.com you’re going to have a bad time.
  • Password complexity is better handled now… finally.

Addendum: I think this is the last time I split LEX into a different category.
Most features now are LEX-only and LEX will be activated for everyone in one year anyway.


This abridged version was graciously written up by the SF Discord https://discord.gg/JG4Bc4q
We have a website where we host best practices and other resources: https://sfxd.github.io

And we're also present on LinkedIn, where we post these release notes: https://www.linkedin.com/company/sfxd/

Winter '19 Abridged


The Salesforce Discord Collective Presents:
THE WINTER 19 RELEASE NOTES - ABRIDGED
May contain nuts


CRITICAL STUFF

THANK GOD

LIMITS

GENERAL STUFF

SALES CLOUD

SERVICE CLOUD

MARKETING

COMMUNITIES

LIGHTNING

DEV

ANALYTICS

  • Not going to lie, Einstein Analytics got a damn fair share of upgrades this time around. If you use Eintstein Analytics, Read the release notes section

OTHER STUFF

You can warn users they’re leaving salesforce, opt-out of My domain without an instance attached, toggle stricter CSP instead of just activating it, and I guess this is nice enough…? to finish on.


This abridged version was graciously written up by the SF Discord https://discord.gg/JG4Bc4q
We have a “website” now: https://sfxd.github.io/ with our beautiful new logo thanks to Aki we love you man ♡

Summer '18 Abridged

The Salesforce Discord Collective Presents:
THE SUMMER 18 RELEASE NOTES - ABRIDGED
Featuring Jokes, Sarcasm, and actual cool features


CRITICAL STUFF

GENERAL STUFF

FLOWS AND PROCESSES

For once these deserve their own section

LIGHTNING

SALES CLOUD

SERVICE CLOUD

MARKETING

COMMUNITIES

DEV

WE'RE ALL VERY IMPRESSED

Addendums due to changes before release:

GENERAL STUFF

PARDOT


This abridged version was graciously written up by the SF Discord https://discord.gg/JG4Bc4q
We have a "website" now: https://SFXD.github.io/ it doesn't contain much more than a link to Discord but we're proud.

Spring '18 Abridged


The Salesforce Discord Collective Presents:
THE SPRING 18 RELEASE NOTES - ABRIDGED
Featuring Jokes, Sarcasm, and actual cool features


GDPR THINGS

CRITICAL STUFF

  • LEX Changes its URL format. Critical Update planned for next release. Update anything relying on URLs. (https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_general_enhanced_urls_cruc.htm)
  • Salesforce Surveys is now GA. If you're a consulting firm stop selling GetFeedback… Because SF Surveys REALLY looks like getfeedback.
  • STOP SELLING DEDUPLICATION SOFTWARE. SF now has a standard "Duplicate Jobs" which will run on your existing DB and merge duplicates. Available on business or person accounts, contacts, or leads.
  • OMNICHANNEL NOW SUPPORTS SKILL BASED ROUTING. Much wow, such flexibility! no really this is going to change a lot of things. No more idiotic queues per skill/language/whatever. Just nice features. (That were developped years ago by all their competitors.)
  • JWT Token Is Now Longer
  • Use without sharing for @AuraEnabled Apex Controllers with Implicit Sharing (Critical Update)
  • API Access for <lightning:container* Apps Is Revoked (Critical Update)
  • Remove Instance Names from URLs for Visualforce, Community Builder, Site.com Studio, and Content Files (Critical Update)

GENERAL STUFF

  • Email Message, Folder, Return Order, Return Order Line Item, and Survey are searchable. The main one is EmailMessage. If it's shared across what they put on "Service", here are the indexed fields for emails: Bcc Address, Cc Address, From, Address, Subject, Text Body, To Address, All custom fields of type text, text area, long text area, rich text area, email, and phone.
  • Lightning Dialer gets a Call Monitoring feature in beta.
  • Integrations for both O365 and google got a few updates. Nothing major apart from creating records from unkown adresses.
  • Salesforce stole reddit terminology and is now using upvotes (https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_networks_updown_count.htm)
  • Quip can now be integrated for Files
  • It seems you can now use lightning components in Flow Screens ! That's going to look super nice. (https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_forcecom_flow_lc_screens.htm)
  • You can upload Files through a flow :D :D
  • Include Encrypted Fields in Skinny Tables (Generally Available). Good news for our big data buddies

LIGHTNING

  • … you can finally customize your own navigation in lightning. Let's take a moment to celebrate that LEX is no longer 15 years behind classic. woo :party:
  • you can also theme LEX now! They really all-out to feel like a mid-200's web-app.
  • Quick Text and Macros are now available in LEX for "most" objects. No documentation linked so we'll need to play with this ourselves.
  • They're REALLY pushing Einstein this release. there's a new Readiness Assessor in the setup you can check to see if your org is ready for Einstein, and loads of updates on einstein itself (https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_sales_einstein.htm)
  • Paths now available for Accounts, Campaigns, Cases. Also not limited to "Status" and "Stage" anymore for standard objects.
  • THEY REMEMBERED ACCOUNT HIERARCHY EXISTS. Congrats SF!
  • Lightning report builder a bit better. Still does not handle: Joined reports, Row limit filters, Dashboard Settings menu
  • you can now wshow or hide components in record pages, the home page, etc.

CONSOLE

  • Lightning Console Sucks less and closes the feature gap with classic a bit more : web tabs, CIT methods now available, and you can now detect the style of the console you're being displayed in as a VF.
  • flows can now be executed as tabs in a console and tied to a record ? Need to investigate, docs unclear.

SALES CLOUD

  • There's a new linkedin integration relying on LinkedIn Lead Gen. Let's see if this one lasts more than two years…

SERVICE CLOUD

  • You can now insert Knowledge Article contents in Emails. I know a few customers who will be happy…
  • Field Service now tracks returns.
  • Macros no longer look like you need to install GreaseMonkey and know powershell to execute them.
  • Same search update and path update as above. Cases get path, emails can be searched, woo, happiness.
  • Omnichannel supervisor now better and LEX compliant
  • You can now use WFs and Triggers on Agent Work and Service Presence. Finally some flexibility on when agents acept an item and what you can do thereafter!
  • Assignment rules now also route Social Customer Service Cases. Why that wasn't the case (get it?) before is beyond me.

MARKETING

COMMUNITIES

DEV

  • Apart from the critical stuff, some new objects and API changes as usual. Really not much to skin a cat about.

This abridged version was graciously written up by the SF Discord https://discord.gg/6eQFVUv

WINTER 18 RELEASE NOTES

WINTER 18 RELEASE NOTES

  • THE ABRIDGED VERSION- NOW WITH MORE JOKES AND SARCASM

CRITICAL STUFF

  • SALESFORCE DX IS NOW GA OMGWTFBBQ
  • The Salesforce CLI Also wooooo
  • LEX changes how it looks. More data per square centimeter, less whitespace, and a nice background. No, you can't change the background.
  • LIGHTNING REPORT BUILDER IS OUT (in beta). nice interfaces for reporting yay. Still can't do Joined reports, though…
  • Enabling Person Accounts is now "streamlined", meaning they now make you check a checkbox before actually logging a case.
  • We can activate multicurrencies without Support now, though, so that's nice
  • Process Builder Events! Start process builders swhen "events" happen. (see documentation, can't summarize that)
  • CUSTOM SETTINGS NO LONGER SUPPORTED IN LEX LIST VIEW COMPONENT.
  • SAML Signing Certificate Has Been Retired

GENERAL SALESFORCE THINGS

  • The lightning readiness check is a bit more awesome. Tell your clients about it if they want to migrate.
  • Global search now allows you to find stuff even if you misspell it. They finally got to where Google was 15 years ago.
  • Einstein Lead Scoring is available in Classic now.
  • Einstein Activity Capture is now available for Exchange
  • Lighting Gmail sync is now better and offers two-way event sync
  • Release notes now have a Marketing Cloud section ! …. but it just links to the Marketing Cloud ones. Sorry
  • Skype for Salesforce is now GA.
  • Flows are now translatable without doing all that customlabel+formula shit.
  • a new "Time" field type (BETA). It stores time, but it won't save you time. I would make more jokes but i'm out of time. Can someone create a field ? :smile: LIGHTNING
  • They updated Lightning Console Apps. They still suck though, and don't have things like notifications. Don't put Service Clients in LEX unless you know exactly why.
  • "Navigation Rules" allow you to load, in LEX Console view only, all the related records of a record. maybe that's useful ?
  • Lightning now has keyboard shortcuts. RIP Chrome extension.
  • we can now mass edit records in LEX in list views, and apply changes to pu to 200 records at a time
  • we can merge personaccounts now.

SALES

  • updates for Campaign Influence mutliple campaigns per opportunity, etc.

SERVICE

A. LEX

Current general status: to study. Updates are starting to make LEX somewhat service compatible. still very bleeding edge though.

  • Milestone component is live now, though, so yay for that :p
  • Live Agent is also LEX compatible now
  • they also added Macros
  • Community 360 is live. Basically a lightning component that allows you to see a customer's activity in communities.
  • Lightning Knowledge seems to be getting more awesome. Now has embedded videos and stuff.

B. CLASSIC

  • Omnichannel now has a Custom Requested DateTime field. It should be used to prevent a case going back to the end of the queue when being rerouted after an agent has refused a case for example. But, Seeing as Omnichannel assigns older elements first, this means that you could Theoretically use this field to prioritise omnichannel work items coming in by arbitrarily giving them an older timestamp than reality… Need some time to play with this.

COMMUNITIES

  • Setup is more thourough when creating a new community.
  • UI Improvements and changes.
  • Dynamic branding is here ! One branding per Audience!
  • Partner Central is online. It's a partner portal but more beautiful.
  • Communities support Path components.
  • New Community type: Customer Account Portal.
  • FINALLY we ahve a "Blank" community template so we can host pages behind login screens easily.
  • CMS Connect supports Drupal, SDL, Sitecore, or WordPress.
  • You can use custom fonts in a community, Salefsorce offers a free CDN for communities, more stuff can be customized in the Builder, etc.
  • You can embed Flows in Communities. Oh Yeah.
  • File Sharing with communities became "easier" ? We should be able to set visibility on upload now. To test. No info about Lightning Experience.
  • YOU CAN MANAGE COMMUNITY LICENSES AND LOGIN AS COMMUNITY USERS IN LEX. WOOOOOOO THEY REMEMBERED ABOUT FEATURES.
  • Supposed Enhanced Changeset support. Actually sucks. Don't use it.

DEV

  • new Lightning Component Library (beta)
  • improvmeents to the lightning framework as usual
  • new FindDuplicate methods. They find duplicates.
  • updates to test classes, with parallel running.
  • User Interface API is now GA

This abridged version was graciously reposted from the SF Discord https://discord.gg/6eQFVUv

Winter'22 Abridged


The Salesforce Discord Collective Presents:
THE WINTER 22 RELEASE NOTES - ABRIDGED
When you gaze into the Release Notes, the Release Notes gaze into you


CRITICAL STUFF

GENERAL STUFF

FLOWS

As a quick reminder, you now have:

There’s quite a few help articles about this, but you might want to train your Admins into all these delta variants as otherwise the terminology might get confusing.

DEVELOPMENT

EXPERIENCES

INDUSTRY PACKAGES

DOGELAND


This abridged version was graciously written up by the SF Discord

We have a nice wiki: https://wiki.sfxd.org/

And a linkedin page: https://www.linkedin.com/company/sfxd/

Join the ~6500 members in the most active chat-based community around Salesforce these parts of the web at http://join.sfxd.org/