Jump Right into Your Most Important List View with Pinned Lists
Do you have a go-to list view that you want to load as your default list? Now you can. With pinned lists, all users can make any list their new default.
Print a Record Page
Print key details and related lists from a record page in Lightning Experience, just as in Salesforce Classic. Specify record details visibility on the printable page and print the page from the browser. This feature is available for all users, for Account, Campaign, Case, Contact, Contract, Lead, Opportunity, Order, and custom objects.
Print a Record Page Print key details and related lists from a record page in Lightning Experience, just as in Salesforce Classic. Specify record details visibility on the printable page and print the page from the browser. This feature is available for all users, for Account, Campaign, Case, Contact, Contract, Lead, Opportunity, Order, and custom objects.
See Which Objects Were Searched at a Glance
On the search results page, immediately see the number of results found for each object searched. Previously, it wasn’t clear which objects were searched, so it was hard to know what to check next. Now, there’s no more wasted time guessing.
On the Top Results page, we show you the best results for the objects you use most. If you don’t find what you’re looking for, you can check other objects for results by clicking the object names in the sidebar.
When there are more than five results, we show “5+” on the Top Results page. Click the object name to see the full list of results and the count.
Update to 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. 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.
Remove an Account Team in Lightning Experience
When an account team isn’t needed, the account owner can remove the entire team with a click. Previously, you had to remove a team one member at a time.
Use Thanks Badges in Lightning Experience (Pilot)
Sing your praises from the mountaintops, or at least from your Chatter feed. Thanks badges are now available in Lightning Experience. Let your coworkers know how much you value them with our suite of thanks badges.
Check Tasks Off Your List with a Click
Closing tasks isn’t a burdensome task anymore. Instead of scrolling through the Status dropdown list, sales reps can mark tasks complete with one click.
Say Goodbye to Unsafe Characters in Notes
Previously, you couldn’t save a note that contained certain HTML characters, such as a single quote (‘), because they can lead to cross-site scripting (XSS) attacks. Salesforce now does the dirty work for you and strips out the unsafe characters and saves the note.
Joined Reports Arrive in Lightning Experience
With up to five blocks, joined reports let you view different types of information in a single report. Each block shows data from one standard or custom report type.
Now that Lightning joined reports are generally available, these actions are supported.
Filter Reports by Inactive Picklist Values
Filtering a report by picklist values is helpful when you want to focus on a specific product family, opportunity stage, or area of the business. Previously, you could filter reports on active picklist values only. Now you can filter by picklist values that are marked inactive as well.
Keep More Related Records When Transferring Accounts in Lightning Experience
When an account rep transfers an account to a different owner, more of the historical information that the new owner needs is also transferred.
Take on Work with the Accept Case Button
Accept one or more cases at a time with the Accept Case button, now in Lightning Experience. Previously, this button was available only in Salesforce Classic on list views for cases that are assigned to a queue. Just like in Salesforce Classic, users in Lightning Experience see the button on the list view but they also see it on the record detail view for a case.
Quickly Focus on Relevant Data with Conditional Formatting (Beta)
Looking for a way to help sales reps easily identify the hottest deals that need immediate attention? Want to know at a glance which accounts have opportunities valued between $100,000 and $500,000? Apply conditional formatting to summary or matrix reports in Lightning Experience to lend color to your reports and gather insights at the same time.
Subscribe to Reports and Dashboards by Group or Role
Identify report and dashboard subscribers by group or role. That way, your recipient list stays current even when group membership or roles change.
See More Details When You Print Calendars
Printed calendars show outlined time and date blocks, so you can see more event details without the side panel fogging up your view.
Resize Columns to Fit Your Content
You can now adjust report column widths in Lightning Experience report builder and the run page.
Give Us Feedback
Salesforce wants to hear from you! We’re continually innovating based on feedback from our customers. A feedback form now appears in Lightning Experience to hear from more users. You can disable the form.
This change takes effect in March 2019.
The form appears at the bottom of the app. Users can complete or close the form.
Add Two Groups to Lightning Tables
Lightning tables now support two groups. Previously, you could have only one. For example, this dashboard shows opportunities grouped by stage and type.
Clone a Dashboard with Save As
To match reports, the Clone option dashboards is now labeled Save As. The functionality remains the same.
Add Another Date
We renamed the filter option Add More Date to Add Another Date. The previous label snuck past our grammar checkers. The functionality remains the same.
“Whole Number” Relabeled “Full Number”
We’ve changed the Display Units option to display a complete number from “Whole Number” to “Full Number.” Now that you can set decimal precision, “whole number” could be confused for “round to the nearest integer,” which is not what the option does. (To round decimals to the nearest integer, set Decimal Places to “0.”
Reorder Dashboard Filter Values with Drag-and-Drop
You can drag dashboard filter values in the order you want them. Previously, you had to delete the filter values and then add them again in the desired order.