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Learn What’s New for App Builders in Summer ‘19

Learning Objectives

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

  • Make dependent picklist screen components required.
  • Create flows from flow templates.
  • Keep users in the know with Notification Builder.
  • See files attached to email messages in the case’s Files related list.
  • Use enhanced letterheads to increase the effectiveness of Lightning email templates.

Salesforce Certification—the Big Picture

If you hold the Platform App Builder 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 learning more about getting certified? Check out the Salesforce Platform App Builder credential.

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

Make Dependent Picklist Screen Components Required

What’s new?

You can now require user input for dependent picklist screen components in flow screens. For example, if you have to capture both the make and model of a car, you can now do it with a dependent picklist screen component by making both picklists required. This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions. Dependent picklist screen components are supported only in Lightning runtime.

How does it work?

To make a picklist within a dependent picklist screen component required, set the Picklist 1 Required, Picklist 2 Required, or Picklist 3 Required attributes to {!$GlobalConstant.True}.

Create Flows from Flow Templates

What’s new?

Our new flow building experience makes getting started a lot easier. Now you can quickly choose the right flow type based on our helpful descriptions. Feeling efficient? Use a flow template. First, filter available templates based on the flow type you need, and then choose a template. Customize the flow to meet the requirements of your specific business process. This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, and Unlimited editions.

How does it work?

Previously, you couldn't choose a flow type until you saved your flow. If you wanted to start building a flow with a template, you had to know its name to create a copy. Now you get helpful guidance before you start building. And you only see elements and components that work for the flow type you choose. 

New Flow window

Keep Users in the Know with Notification Builder

What’s new?

Send customized notifications when important events occur. For example, alert an account owner if a new support case is logged while trying to close a deal. Or, send a notification for a unique workflow built entirely with custom objects. Previously, you could send only standard notifications for use cases predefined by Salesforce. Notification Builder puts you in control of who needs to know what and when. This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions and all versions of the Salesforce app.

How does it work?

Notify users by adding the Send Custom Notification action to a process in Process Builder.

Add action to Immediate Actions in Process Builder UI.

See Files Attached to Email Messages in the Case’s Files Related List

What’s new?

Agents can now see files that were attached to an email on any case page that includes the Files related list. Previously, files appeared in the Attachments related list along with other content, making it difficult to identify the files. Now you can get rid of your Attachments related list and use the cleaner Files related list to view the files associated with the case. This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How does it work?

Add the Files related list to the case page layout. The Source column indicates the source of the file. You can have the same file from several sources. 

Files related list in a case.

Use Enhanced Letterheads to Increase the Effectiveness of Lightning Email Templates

What’s new?

Standardize the information in the header and footer of an email template with enhanced letterheads. Include your company’s logo and contact information, or add legal disclaimers and subscription links. Create your enhanced letterhead in a rich text editor, or paste in your own custom HTML for full control of styling. Add merge fields, images, and links. This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How does it work?

To create and edit enhanced letterheads, you need the Modify All Data permission. Anyone can use enhanced templates.

To add content, style, and images to your letterhead, open the App Launcher, and select Enhanced Letterheads.

Enhanced letterhead page.

To ensure content stays intact, the header and footer can’t be edited when a user inserts a template with an associated enhanced letterhead.

Note

Note

You can edit the header and footer in the Cases email composer.

Resources