5 game-changing tools from the Salesforce Spring Release, you won’t want to miss
1. Going with the flow just got easier with Migrate to Flow
With Process Builders soon to be retired, you might be wondering what happens to your existing automations. This is where the Migrate to Flow tool comes in by helping you to convert Workflow Rules and Processes. For admins, developers and clients, this means much faster migrations of automations to flows.
The following processes can be migrated:
- Record update
- Record create
- Invoke flow
- Email alert
The change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited and Developer editions.
The process is straightforward – it’s just a matter of entering and then selecting Migrate to Flow from Setup, then selecting which criteria you want to migrate to the flow. You can then test the flow in Flow Builder, activate the flow and deactivate the process you converted.
2. Act fast with Dynamic Activity Composer
Click-of-a-button solutions and fewer steps to get where you need to go make the Dynamic Activity Composer in Lightning Experience a great way to improve performance for admins and users.
Featuring dropdown menus with more actions, you get more choices than on the tabbed activity composer. For example, in the Email dropdown, a user can choose from up to three addresses instead of just one. And in the Log a Call dropdown, you can select from multiple phone numbers.
For users who liked the ability to add custom actions in the tabbed activity composer, you can still do that. And if a button isn’t showing a label, just hover over it to see its purpose.
3. Let Database.queryWithBinds take the tedium out of code editing
Developers know all too well how much effort can be involved in developing and maintaining code. Prior to the Database.queryWithBinds, you had to edit the query string every time a new variable was added, which was time consuming, prone to error, and downright tedious. Now you can just create a map with the values and the Database.queryWithBinds takes care of the rest. It resolves the bind variables from a Map parameter directly with a key rather than from Apex code variables. It’s not necessary then, for the variables to be in scope when the query is executed.
The changes involving Database.queryWithBinds, Database.getQueryLocatorWithBinds and Database.countQueryWithBinds apply to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited and Developer editions.
4. Make privacy a priority with Enable Enhanced Personal Information Management
Protecting users’ personal information has never been more important. Enable Enhanced Personal Information Management amps up that level of protection even further so clients and users can be confident about which information is displayed in their portal.
Admins can select which user information is PII (personal identifiable information) in the User Management Settings, protecting external users from accessing personal information.
5. Reduce clicks by choosing the Permission Sets Display when Setting Field-Level Security (Beta)
With this feature, users can assign permissions while creating or updating the field as long as the Permission Set has access to the object. Assigning permissions via Permissions Sets involves too many clicks – it’s not efficient. Assigning the Field Level Security while creating or editing, on the other hand, will save a lot of time. Add sortable displays and columns to the mix, and setting Field Level Security just got a whole lot faster.
Bonus – inclusive pronoun fields
Pronoun and gender identity fields can now be included on the Contact, Person Account and Lead objects so you can engage with customers the way they identify.
Find out more – talk to the Simplus team
To chat with a Simplus team member about how the Salesforce Spring release will impact your team or the opportunities it provides for your operations, contact the Salesforce Managed Services team.