By Kaitlyn Burns
The highly-anticipated Summer ’20 Release is finally here! This new NPSP release introduces timely enhancements for user experience and features several innovations to the Lightning Flow Builder. Let’s dive right into the exciting new features soon to be at your fingertips.
Split View Navigation for Working Within Lists
For individuals who like to work with records side by side (gift officers, I’m looking at you!), the Summer ’20 Release is bringing split-view navigation. The split view allows you to display a list view and a record side by side. No more comparing two screens! To access the next record, simply select the record on the list view you want to see, and that record will pop up on the right. To open split view, select the “Display As” button on the related list. Note that the split view navigation only supports objects on the navigation bar.
Multiple Page Default Options: Grouped View and Full View
With the new release, System Administrators can now choose between two default page view options. The first is the current default view, now named “Grouped View,” which groups the record information across tabs and columns. The new Full View displays all of the record details and related lists in one column. Note that the Full View is only available for page layouts that have 50 fields or less, 12 related lists or less, and no inline Visualforce components.
To update the default record page view in your org, go to your setup and select “Record Page Settings” in the Quick Find box.
Separate Record Detail Sections on the Lightning Page with Dynamic Forms (Beta)
As a System Admin, how many times have you been asked the question, “Can we break up the record details on the page?” I’m guessing quite a few! With Dynamic Forms, the record details can now be broken apart into separate sections and configured inside the Lightning App Builder as individual components. This means that fields and sections can be placed where you want them, and also be put into accordion components or tabs to improve page loading time.
With Dynamic Forms, Salesforce is enabling simpler page layout management. Now, System Admins can manage the various field and section visibility directly within the Lightning App Builder with component visibility rules and assign the Lightning Page both by App and by Profile. This drastically reduces the need for multiple page layouts.
Assisting Users with In-App Guidance
The new In-App Guidance Builder provides greater flexibility for authoring and displaying in-app prompts. The builder allows for easy placement and walkthrough design for In-App Guidance prompts as well: you can customize the action link or button, adjust the schedule of the prompt, select the profile visibility, and modify permission settings. Better yet, these newly-created prompts can be saved so that you can activate immediately or wait for another time.
Maintain & Enhance Your Org with the Optimizer App
System Admins should get hyped about the new Optimizer App! After enabling the Optimizer App, simply hit “Run Optimizer” and Salesforce will inspect your org for maintenance suggestions and best-practice recommendations. The Optimizer App uses the split-view console navigation so that you can easily review the Optimizer results and sort through the next steps and recommendations. The list view displays the feature, type of maintenance issue, links to the related Setup page, status, and even details an estimate on the time it takes to resolve each issue.
Updates to Flow Builder
The Summer ’20 Release also comes equipped with many updates to the Flow Builder. One major update is that flows can now be triggered to run after a record is saved. Previously, a record-triggered flow could only be run before a record was saved. With this new update, flows can now replace most workflow rules and record-change processes that are built within Process Builder, condensing your automation and management all in one place.
Additionally, there are a few updates to the Debug feature within the Flow Builder that are worth mentioning. The Summer ’20 Release is introducing Rollback Mode in the Flow Builder so that you no longer need to manually revert record changes that were made during testing. Additionally, a Lookup component was added to search for variables to define when using Debug to make testing a breeze!
Please note that with any new enhancement, it’s best practice to test the new features in a sandbox environment first. Each Salesforce release is made possible by ideas submitted from users through the Salesforce Idea Exchange. You and your organization can make a difference by engaging in the Idea Exchange, having your voices be heard, and creating transformational value for your fellow Salesforce users!