Salesforce Spring ‘20 Release - Feature Highlight

by Jami @ Empirical | February 02, 2020 | Marketing, CRM, Salesforce, Sales | 0 Comments

Salesforce Spring ‘20 is here. It will be globally available on February 17, and it came packed with new features.

You can also check out our more recent Summer '20 feature highlight to know the latest additions to Salesforce's capabilities. 

Since reading through the Release Notes can be exhausting and time-consuming, we at Empirical selected what we thought were the 10 most important features of Spring ‘20 Release for you to be informed in less than 5 minutes. You can thank us later!


Spring ‘20 Release logo

1. Clone with Related records for Opportunities and Campaigns

Now we have the ability to clone a record and take all of its related records with it. The Clone with Related action can be accessed by creating a permission on the object and read access to the record you want to clone. This action only works with Opportunity and Campaign objects.

A kind of overdue feature now, but still, we’re glad it’s finally here!

Clone with related records in Salesforce Spring 20 Release

Clone with Related action.

2. Improved view when searching for contacts and opportunities

Now you can see which account is related to your Contacts and Opportunities right from the search bar. Not only that, the related account now becomes searchable, so you can find the right record faster than ever!

Salesforce search view contacts and opportunities

Related Accounts in the search bar.

3. Conditional Messaging for better Chatbot conversations

You can now create more tailored conversations with your bots thanks to built-in logic to send personalized responses based on context. Your bot can use data inside the CRM or earlier replies as context to provide more intelligent messages in order to have better conversations.

Conditional messaging chatbot conversation in Salesforce Spring 20 Release

Conditional Messaging.

4. Set up shared queues to assign tasks

In Spring 20’ we are now able to share your workload by assigning tasks in shared queues. Every team member is able to take ownership of those tasks from the queue’s list view. This is an excellent way of sharing work more efficiently.

Shares queues in Salesforce Spring 20 Release

Assigning a task to a queue.

5. Improved Engagement history data on Leads and Contacts

Embedded Engagement History Dashboard component can now be added to Lead and Contact records to see customer’s engagement activities. Visualize specific assets or activities everywhere you go!

Contact and leads engagement history improvements Salesforce Spring 20 Release

Engagement History Dashboard in Contact record.

6. Lightning Experience Configuration Tiles from home tab

The new beta home tab adds Tiles that summarize the status of each tab in the Lightning Experience Configuration Converter. You can scan individual tabs and find what's left to do quickly and easily.

Configuration tiles in Salesforce Spring 20 Release

Lightning Configuration Tiles from Home Tab

7. View and Edit Case Details directly from List View

Now, when you hover over a case Subject from List View a compact preview will open showing you the case’s Priority, Status, Case Number and Description. This is very similar to Case Hover with Case Number in Lightning before, but now you can do it from the Case Subject and List View, which wasn’t available before.

You can now save time by previewing, editing and deleting cases directly from List View.

List view editing in Salesforce Spring 20 Release

Case Hover from List View.

8. In-App guidance improvements

Now you can specify the prompt by user profile, and add videos directly to your prompts, alongside what objects and data they have access to, and what they can do. You can use standard and custom profiles too.

In-app guidance improvements in Salesforce Spring 20 Release

Specific profile for prompts.

You can also change the amount of time to delay or accelerate prompts, and space out announcements and updates.

Prompt delay settings in Salesforce Spring 20 Release

Prompt delay settings.

9. Salesforce CMS improvements

Salesforce CMS comes with channel separation for your content. Previously, you could use Salesforce CMS content only in a community, but now you can serve more endpoints, outside of Salesforce too.

You can add content to Salesforce CMS and then share it across the websites, portals or mobile apps you want.

CMS channels in Salesforce Spring 20 Release

Salesforce CMS Channels

10. Improved email managing and scheduling

Now you can schedule emails to arrive at the right time, like the start of a contact’s workday, increasing the chances of being read. This new Scheduled Emails component lets you edit the content of an email, as well as changing its scheduled date and time.

Email managing and scheduling in Salesforce Spring 20 Release

Managing scheduled emails

Extra: Lightning Extension for Chrome

Early adopters will love this!

With the new Lightning Extension for Chrome, you will be able to try the latest Lightning Experience features before anyone else. Right now, you can try the Salesforce Dark Mode theme, Link Grabber and Component Customization after you install this extension.

Dark mode theme for Salesforce via the Lightning Extension for Google Chrome

Dark Mode theme for Salesforce via the Lightning Extension.


Do you think there are other features worth mentioning in this post? Let us know in the comments below!

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