The Spring ’19 Release of Salesforce is coming in February. Three times a year, Salesforce has a major release that is a combination of deprecating features no longer supported and adding new features and benefits. For the past few years, this has included major enhancements to Salesforce Lightning – this release is no different.
Here is what you need to know:
| Release Topic | Notes |
| Browser Support: IE + Safari | For users of Salesforce Classic, support of IE 9 + 10 ends April 5, 2019. IE 11, Safari 12 and current Firefox, Mozilla, and Chrome will continue to be supported.
If Lightning users opted in for the Extended Support of IE 11, they must note it will be retired in Summer 2020. Craftsman recommends switching from IE to another browser as soon as possible, unless an organization has wide circumstances that require IE. If you are unsure of your organization’s situation, talk to your Client Success Manager (CSM). |
| Data Storage Increase | Storage will be increased from 1 to 10 GB.
For smaller and mid-range orgs this is a significant increase in storage, and will allow for cost-effective systems growth. |
| Lightning Central Hub | There will be more ways to discover Lightning than ever before. For organizations that have not yet adopted Lightning, there are additional paths to exploring the interface and getting even the most sensitive users accustomed to the changes.
Your CSM can go into more detail about the benefits of Lightning and provide assistance to transitioning sensitive user groups. |
| Pinned Lists | Users will have the option to set any list as their default. This is especially convenient for casual users and those that find they regularly visit a specific list. |
| Print Record Page | In both Lightning and Classic, you will be able to specify record details to print from the browser window. This includes details on account, campaign, case, contact, lead, opportunity, order and custom objects.
This makes it easy for users to get a “snapshot” of a record they are reviewing. It can be particularly helpful for a quick meeting to review a specific contact, account or opportunity. |
| Improved Search Results and more Searchable Objects | Users will be able to see the number of results for each object and find search results for more objects.
The searchable objects has expanded but the additions do not impact the average user much. Super users and admins will find more use of the search updates. |
| Retention Limit for Field History Data | “Salesforce guarantees to retain your field history data for up to 18 months through your org, and up to 24 months via the API (Application Programming Interface). As announced in Winter ’19, starting in Spring ’19, we begin the process of removing field history data older than 24 months. Because of the rolling nature of mass deletes, the data might still be available for some time after Spring ’19.”
This is important for clients to be aware of if they are performing a significant amount of clean-up and deletion, or if they are bringing in data sets from outside sources. Otherwise it will not impact most users on a day-to-day basis. |
| Lightning Roll-out | Salesforce will turn on the Lightning Experience on a rolling basis starting in Winter ’20 to empower users to move faster, do more, and be more productive.
This is largely a heads-up situation, but one that should be taken advantage of, especially for organizations that have moderate to heavy customization. According to Salesforce, “All new ‘innovations’ will be in Lightning.” It is in an organization’s best interest to move to Lightning as soon as possible. Taking the leap will benefit organizations as they will be able can take advantage of new offerings when they become available. Note that users will still have the option to toggle back to Classic when needed, but should perform testing in Lightning. This ensures their data is ready for the new interface before the Winter ’20 release. Your CSM can assist your organization with the preparation and roll-out for Lightning. |
| Add Custom Resources to the Help Menu | Salesforce has, “…redesigned the Help Menu to make room for your own resources. Guide users as they work in your org with links to your own URLs to websites, PDF files, videos, or Trailhead mixes. A getting-started section helps both users and admins get on-boarded to the new user experience. Everyone can now search for and see documentation results from within the Help Menu.”
This will positively impact organizations who are creating or enhancing their internal training documentation with easy access to links in a single, central location. |
| Filter in Reports by Inactive Picklist Values | This is a benefit to organizations who have a large amount of legacy data. For information on how it can benefit your organization contact our CSM. |
| Dashboards | Users will be able to share insights across a 12-column dashboard, upgraded from what was originally nine columns. This functionality allows you to show more data at any given moment and provide big-picture insights. |
For more information on the Spring ’19 Release read the Salesforce Overview.