Learn what’s New in Winter '20

Learning Objectives

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

  • Customize Account Teams to better support team selling.
  • Automate Account Team creation with Process Builder.
  • Control who sees what on Account and Opportunity Teams in Lightning Experience.
  • Customize Opportunity Contact Roles for better tracking and reporting.
  • Add a signature to Email Templates.
  • Understand Approval Processes increased limits.
  • Check a field’s references and find reports using it.

Salesforce Certification—Special Maintenance Policy

If you currently hold the Salesforce Administrator 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.

Customize Account Teams to Better Support Team Selling

What’s new?

Team selling involves complex Account relationships. Now you can manage those relationships better in Salesforce. Collect more information by adding custom fields, buttons, and links to Account Team layouts. Use validation rules, Apex triggers, Process Builder, and workflow rules with Account Teams to help keep data clean and minimize manual data entry. You can now report on Account Teams, too.

How does it work?

Use custom fields, buttons, and links on the Account Team Member page and the Add Account Team Members multiline editor. For example, facilitate Account management over time by adding the start and end dates of each team member’s involvement.

Account Team Member page with custom fields Start Date and End Date

Add Account Team Members multiline editor including columns for custom fields Start Date and End Date

You can also add custom buttons to the Account Team related list.

Account Team related list with custom button, labeled Account HierarchyIn Lightning Experience, validation rules and Apex triggers are applied when users create or edit a single Account Team member or multiple team members, remove all members of a team, or add a default Account Team. In Salesforce Classic, validation rules and Apex triggers are bypassed.

The Object Manager now includes Account Team Member so that you can add custom buttons, links, and fields to the Account Team Member layout.

Account Team Member in the Object Manager

The Account Team Member object is also available when you create a workflow rule.

Step 1 in creating a workflow rule, with the object Account Team Member selected

Automate Account Team Creation with Process Builder

What’s new?

Configure a process action to add team members to an Account. You can also configure a process to run when an Account Team Member record is created or edited.

How does it work?

If Account Teams are enabled in your org, the Account Team Member object is available when you set up the process trigger.

Account Team Member in the Object Manager

The Account Team Member object is also available in the Create a Record and Update Records actions.

Process action that creates an account team member record with the user set to the account owner’s manager

Know Who Sees What on Account and Opportunity Teams in Lightning Experience

What’s new?

Teams can collaborate more effectively when they know who can view or edit an Account or Opportunity and related records. Now teams working in Lightning Experience can see other team members’ access to records. Previously, team member access was viewable only in Salesforce Classic.

How does it work?

The Team Member Access action opens a window showing which records each team member can edit or view. It shows each team member’s maximum access, which can differ from the access granted for that Account or Opportunity.

The Team Member Access action in the related list for an opportunity

For Account Teams, the window shows each member’s access to the Account and to related cases and opportunities. If the organization-wide default sharing setting for contacts is Controlled by Parent, the window can also show access to related contacts.

The Team Member Access window for an account, showing each member's access to the account and related opportunities and cases

For Opportunity Teams, the window shows each member’s access to the Opportunity.

The Team Member Access window for an opportunity

Customize Opportunity Contact Roles for Better Tracking and Reporting

What’s new?

Opportunity Contact Role customization options give you the flexibility to track and attribute revenue to roles, titles, and individuals. With custom fields and page layouts, validation rules, and Apex triggers, you can design an Opportunity Contact Role to match your specific sales and reporting processes. You can capture new data, such as titles and roles, to help your sales reps be more efficient in targeting the right contacts.

How does it work?
When you customize Opportunity Contact Roles to capture and track data, you can report ROI and revenue based on lead conversion, campaigns, contact roles, and more. See the impact on revenues and Opportunity close rates from specific roles (1), such as decision-makers, or from leads converted to contacts.

For example, a nonprofit organization can create a custom Opportunity Contact Role called “personal donor” that allows it to track donations directly from individual donors. The organization can then identify its best donors and set up triggers to send thank-you emails or other communications based on donation amounts or contact changes.

Opportunity Contact Role object edit screen. #1 Role, #2 Campaign, #3 Contact Score

A custom Opportunity Contact Role record can also help you target contacts for campaign-based marketing (2). With the new data you capture, such as revenue, product interest, and scoring data (3), you are more effective in identifying the candidates for targeted campaigns.

Triggers can kick off internal actions for sales reps, such as updating information and fields when Opportunity Contact Roles change. With validation rules, you can ensure that sales reps enter required contact roles in their opportunities.

In Setup, go to Object Manager and enter Opportunity Contact Role in the Quick Find box. In the Opportunity Contact Role object manager, create custom fields, buttons, and links; design custom page layouts; and set up triggers and validation rules.

Add a Signature to Email Templates

What’s new?

With the new {{{Sender.Signature}}} merge field, email template creators can include a sender’s existing signature in an email template. The field is available wherever the merge field picker exists, including in emails, list emails, and enhanced letterheads.

How does it work?

Users set up their signature in My Email Settings.

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.

Check a Field’s References and Find Reports Using It 

What’s new?

With the click of a button, view the references to a custom field before you edit it, such as references in a formula, layout, or Apex class. On a custom field’s detail page, click Where is this used? to see where a field is used and where changes to the field appear. Use this information to communicate changes to others who use the field in a formula or other context. In this release, we added support for reports.

How does it work?

Admins with the View Setup permission can check where a custom field is used.

Button location on the page.

Click Where is this used? to see the field reference details.

Sample page of field references.

The list can include these references.

  • Validation rule
  • Layout
  • Formula field
  • Visualforce page
  • Apex class
  • Apex trigger
  • Email template (Salesforce Classic, text based)
  • Field set
  • Flow (query)
  • Lightning component markup (attr)
  • Process Builder (criteria)
  • URL button (formula)
  • Lightning page (related list single)
  • Lookup filter (lookup and master detail)
  • Reports (column)
Note

Note

For a report to show up in the list, the field must be used as a column in the report. References to a report filter, grouping, or custom summary formula do not appear.

Click a reference label to view the settings for the layout, formula, or other reference. Reference labels link to more information only if there is a known settings page for the reference. For example, a report name links to the report settings. But a criteria formula created within a flow does not link to the flow settings.

Within a subscriber org, references in a managed package aren’t included in the list of results. For example, you have a number field referenced in a formula. If you add the field to a package and install the package in a subscriber org, the subscriber org’s field reference detail page doesn’t show that this number field is referenced in a formula field.

However, new references created after installing the managed package in the subscriber org do appear. For example, after you install the managed package and you add the number field to another formula in the subscriber org, the new reference appears.

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