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Learn What’s New for App Builders in Winter '20

Learning Objectives

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

  • Add Tabs and Accordion components to your home pages.
  • Get accurate daylight savings time values with DATEVALUE().
  • Understand approval processes increased limits.
  • Find important email templates quickly.
  • Install even more custom objects in your org.
  • Start a flow on a schedule.
  • Send custom notifications with Flow Builder.
  • Activate your flow without leaving Flow Builder.

Salesforce Certification—Special Maintenance Policy

If you currently hold the Salesforce Platform App Builder credential, you do not need to complete this module by the previously posted April 10th certification maintenance deadline. Instead, your Salesforce certification will automatically be maintained into the next release cycle.

There is no action required, and your certification will not expire. Your certification status will be updated by April 10, 2020. We'll send you an email confirmation to let you know when we've updated your status.

Of course, we know you want to keep your skills up to date and learn about the latest features. This module contains lots of great info about the Winter '20 release, which you can explore without worrying about deadlines. In the Winter '20 release, Salesforce introduced a number of great feature enhancements. Let’s take a look at some of the more important ones.

Add Tabs and Accordion Components to Your Home Pages

What’s new?

You can now use the Tabs and Accordion components on Home pages in Lightning Experience. You can create, update, and delete tabs, then change their order. Or, use the Accordion component to organize your components into collapsible sections. For both Tabs and Accordion, you can configure the tabs or sections that your users see, name them whatever you like, and add components. This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How does it work?

From the Lightning App Builder list page in Setup, open an existing record or Home page or create one. Add a Tabs component to the page and customize the tab by clicking the properties pane. 

Custom Tab Labels in Lightning App Builder

Adding a Component to a Tab

Get Accurate Daylight Savings Time Values with DATEVALUE()

What’s new?

The DATEVALUE() formula option provides more accurate daylight savings time values without workarounds. The option avoids an existing 1-hour discrepancy when processing times between 11:00 PM and 1:00 AM. This change applies to Lightning Experience and Salesforce Classic in all editions. 

How does it work?

From Setup, in the Quick Find box, enter Company Information. Under Locale Settings, select Improve DATEVALUE() accuracy for DST.

Screen image of checkbox to enable improved datevalue option.

Note

Note

If your org's custom formulas include workarounds that adjust date values between 11:00 PM and 1:00 AM, remove them before enabling this setting. If you do not remove the workarounds, your data could be inaccurate. Enabling the preference can also increase the compiled size of existing formulas with the DATEVALUE() function. 

Increase Limits for Approval Processes

What’s new?

Some of you have requested more approval processes per object, and we’ve noticed a steady increase in their usage over time. So we raised the limits for approval processes to give you room to grow. Your org can now have up to 1,000 active and 2,000 total approval processes. Each object can have up to 300 active and 500 total approval processes.

Find Important Email Templates Quickly

What’s new?

We improved the Insert Email Template modal to make the templates that sales reps use the most easier to find. Plus, reps can see the template details that they need. 

How does it work?

Salesforce remembers the last template category (1) and folder (2) the rep used. Reps can see all the text in the Description and Folder columns by selecting Wrap Text (3).

Insert an email template

We removed the Created By, Created Date, and Delete columns so that reps can focus on the most important information.

Install Even More Custom Objects in Your Org

What’s new?

We did it again: We raised the total hard limit for custom objects in an org to 3,000 (up from 2,500 in the previous release) so that you can install more custom objects from packages. This change applies to Lightning Experience and Salesforce Classic in all editions.

How does it work?

You can do more with more objects. Each Salesforce edition has a limit on the number of custom objects that you can create in your org. Beyond the edition limit, a hard limit governs how many custom objects you can install from managed packages, such as apps publicly posted on AppExchange. The new 3,000 total limit includes the maximum number of custom objects created and installed in your org. For example, in Unlimited Edition, you can create up to 2,000 custom objects in your org. On top of that limit, you can also install up to 1,000 custom objects from managed packages. If your org is approaching the 3,000 total limit, we recommend that you hard delete or erase custom objects that you no longer need.

Start a Flow on a Schedule

What’s new?

Do you have flows that are launched from Process Builder every time a record is saved, even though you need them to run only once a week? Do you wish you could schedule flows to run with the same ease as setting up a meeting? Now you can schedule an autolaunched flow to start on a particular date and time and set the frequency to once, daily, or weekly. If you want that scheduled flow to run only for a set of records, you can specify an object and filter.

How does it work?

To start a flow for a set of records, select the filter conditions in the Start element. When your flow starts, a flow interview runs for each record that matches your filter—no looping required. The matching record is stored in the $Record global variable, so you can reference the variable or its fields throughout your flow.

The Edit Start window that shows The Scheduled Time Occurs option is selected

Note

Note

There's a per-org 24-hour limit for the number of scheduled flow executions at the scheduled start time. The org limit is whichever is greater: 250,000 records or the combined total of 200 records per user license. When a flow is scheduled to start, make sure that its scheduled and conditions don't cause your org to go over the limit.

To check whether a scheduled flow exceeds the org limit, check the debug logs to see the number of records that the flow runs on. The number of records equals the number of scheduled flow executions, because a flow runs for each record. Track the number of records with the new FLOW_START_SCHEDULED_RECORDS debug log line. If the flow exceeds the org limit, Salesforce sends an error email to either the admin who last modified the associated flow or the Apex exception email recipients.

On the Flow Builder canvas, a flow shows its scheduled start time.

The Start element that’s on the Flow Builder canvas shows the start date, start time, and frequency

To monitor flows that are scheduled to start, from Setup, enter Scheduled in the Quick Find box, then select Scheduled Jobs.

Send Custom Notifications with Flow Builder

What’s new?

Flow Builder puts you in control of who needs to know what and when. You can use Flow Builder to send customized notifications when important events occur. Previously, custom notification actions were fully supported only in Process Builder. Now the Notification Type IDs that you create in Notification Builder are available directly in the Flow Builder UI, so you can more easily reach your users when important events occur.

How does it work?
In Setup, search for Notification Builder and create a Custom Notification Type.

Then add the Send Custom Notification action to an action in Flow Builder, and select your Notification Type ID.

Activate Your Flow Without Leaving Flow Builder

What’s new?

Activate your flow right in Flow Builder as soon as you’re done building and testing. You can also still activate and deactivate a flow version from the Flow Detail page.

How does it work?
Click the new Activate button (1) in the button bar. Also, the open flow’s activation status has a new location (2).

Flow Builder button bar, showing the Activate button and the activation status

Resources