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Learn what’s New in Spring'20

Learning Objectives

After completing this unit, you’ll be able to:

  • Create a URL or custom button to navigate to a record page with default field values.
  • Assign tasks to a queue to share work efficiently.
  • Improve your Lightning pages with guidance for App Builder.
  • Secure your sandbox data with Salesforce Data Mask.
  • Combine duplicate cases with Case Merge.
  • Clone opportunities or campaigns along with their related records.

Salesforce Certification—the Big Picture

If you hold the Salesforce administrator credential, keep in mind that you need to complete this module by the due date to maintain your certification. Another important part of maintaining your credential is ensuring that your Trailhead and Webassessor accounts are linked.

Interested in collaborating with other credential holders as you work through this module? Check out the Certification Maintenance group in the Trailblazer Community.

Interested in learning more about getting certified? Check out the Salesforce Administrator credential.

Salesforce introduced a ton of great feature enhancements. Let’s take a look at some of the more important ones for this release.

Navigate to a Record’s Create Page with Default Field Values

What’s new?

Create custom buttons and links that pass default field values to a new record.

How does it work?

To construct a custom button or link that launches a new record with prepopulated field values, use this sample formula:

/lightning/o/Account/new?defaultFieldValues=
    Name={!URLENCODE(Account.Name)},
    OwnerId={!Account.OwnerId},
    AccountNumber={!Account.AccountNumber},
    NumberOfEmployees=35000,
    CustomCheckbox__c={!IF(Account.SomeCheckbox__c, true, false)}
Note

Note

The URLENCODE function works only when creating custom buttons and links. You can’t use it for custom fields.

Activities: Assign Tasks to a Queue to Share Work Efficiently

What’s new?

Let sales reps share their workload by setting up queues for tasks. Reps can assign tasks to their shared queues, and then individuals can take ownership of those tasks from the queue’s list view.

When reps assign tasks to a queue, those tasks are available to members of the queue, which means everyone can pitch in to help. No more relying on one sales rep to do it all. Now others on the team can lend a hand without waiting for work to be delegated or reassigned.

New task creation window, showing queues as an option for the Assigned To field.

How does it work?

In Setup, enter Queues in the Quick Find box and then select Queues. From the Queues setup page, select New. Then, create a queue and assign Task as the supported object.

Page showing new queue being created with the task object assigned to the queue.

Improve Your Lightning Pages with Guidance for App Builder

What’s new?

Get suggestions to improve your Lightning pages just when you need them. Guidance for App Builder gives you feedback for enhancing performance and usability when you design a page, via tips in a docked prompt.

How does it work?

Tips are available for categories such as performance, usability, and structural issues. Some issues that the tips cover are also captured in the Salesforce Optimizer report. For example, if two components on a page are identical, you see a tip that tells you so. After you fix the issue, the tip disappears.

Guidance in App Builder

If there are tips available for your page, you see an indicator icon on the Help menu.

To hide the tips docked prompt while you design your page, go to the Help menu and select Mute Tips. You can reopen the tips prompt by selecting View Tips.

Secure Your Sandbox Data with Salesforce Data Mask

What’s new?

Salesforce Data Mask is a powerful new data security resource for Salesforce admins and developers. Instead of manually securing data and access for sandbox orgs, admins can use Data Mask to automatically mask the data in a sandbox.

Data Mask uses platform-native obfuscation technology to mask sensitive data in any full or partial sandboxes. The masking process lets you mask some or all sensitive data with different levels of masking, depending on the sensitivity of the data. Once the data is masked, you can’t unmask it. This irreversible process ensures that the data is not replicated in a readable or recognizable way into another environment.

How does it work?

Data Mask is a managed package that you install in a production org. You then run the masking process from any sandbox created from the production org.

Combine Duplicate Cases with Case Merge

What’s new?

Let agents merge duplicate cases like they merge duplicate accounts and contacts with Case Merge. Now, support agents can consolidate up to three duplicate cases so they can cut through the clutter and focus on what's important: your customers.

Depending on your settings, the duplicated cases are either added to the Merged Cases related list or soft deleted. Previously, merging cases also deleted duplicate cases, so agents could only merge cases if they had the Delete permission on the Cases object. Now, you can choose whether to keep or to delete the duplicate cases after the cases are merged.

If your org chooses to keep the duplicate cases, the duplicate cases are added to the Merged Cases related list on the master case record to show which cases were combined to form the master case. “Merged” is appended to the subject in the Highlights panel from the Record Home, so agents immediately know that these cases were merged. Agents can click “Merged” in the subject line as a shortcut to the master case.

If your org chooses to delete merged cases, then only the master case is saved. The merged cases are soft deleted and are available in the recycle bin for 15 days.

Related List showing cases that comprise the new merged case.

Agents can see duplicate cases from the Case record page in the Merged Cases related list, which shows a list of all the cases that were merged to form the master case.

If you decide to keep merged cases, they appear in the Merged Cases related list. If you decide to delete merged cases, only the master case is saved. You can find the other merged cases in the recycle bin for the next 15 days.

Link the master case populates in subject line.

How does it work?

From Setup, enter Case Merge in the Quick Find box, then select Case Merge. Enable Case Merge and specify what happens to duplicate cases after your agents merge them.

New Setup page for merging cases

Deleting duplicate cases after merge still requires the necessary CRUD permissions, otherwise agents can’t merge the cases.

Clone Opportunities or Campaigns Along with Their Related Records

What’s new?

The Clone with Related action makes it simple to create recurring opportunities and campaigns. Your account reps no longer have to find and add related items one by one when they recreate those records.

To use the Clone with Related action, users must have Create permission on opportunities or campaigns and Read access to the record they want to clone. Sales reps and marketers can easily include related records when they clone opportunities or campaigns.

Opportunities
A rep can renew a subscription by cloning contact roles, products, or product (line item) schedules along with an opportunity.

The Clone with Related action on an opportunity, and the dialog where you can choose to include products and contact roles in the new opportunity.

Campaigns

When you use the Clone with Related action on a campaign, we duplicate your campaign record along with all its member statuses.

How does it work?

In the Object Manager, find the Opportunity or Campaign object and select Page Layout. Add the Clone with Related action to the layout, and save. In the dialog, the order of the options can’t be changed.

Resources