How: Subscribe to a report, select Attach results as a formatted spreadsheet file, and click Save. It does not include row-level record details, which are included in the spreadsheet instead. The email itself includes high-level report details, such as report name and time run, plus a link back to the full report in Salesforce. When people subscribe to a report, a new option lets them choose to receive results as a formatted spreadsheet attached to the subscription email. To get started, visit and log in with your org credentials.Īttach Formatted Spreadsheets to Report Subscriptions (Beta) Salesforce recommend that you run it in a sandbox or Developer Edition org first, and then migrate your changes to your production org. How: The Lightning Experience Configuration Converter is a standalone tool that lives outside of Salesforce. Why: Easily track your progress as you reduce the number of necessary fixes and change each tab’s status icon to green. Who: The Lightning Experience Configuration Converter feature requires the Customize Application and Modify All Data permissions. Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Professional, Performance, Unlimited, and Developer editions. Kick off scans of individual tabs, and find out what’s left to do. Tiles summarize the status of each tab in the Lightning Experience Configuration Converter. The new Home tab is your home base for the transition tool. Manage All Lightning Experience Configuration Converter Tabs from One Place (Beta) Now you can view, restore, and permanently delete your reports and dashboards without switching to Salesforce Classic. Manage your deleted reports and dashboards in the Recycle Bin for Lightning Experience. How: Open the org Recycle Bin and click Empty Org Recycle Bin.Īccess Reports and Dashboards in the Recycle Bin Who: To empty the org Recycle Bin, you need the Modify All Data permission. Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. Previously, you either selected individual items to delete, or had to switch to Salesforce Classic to permanently delete all items at once. Who: Conversational search results require the Einstein Search permission set license.Įmpty your Salesforce org’s Recycle Bin in Lightning Experience with a single click. Where: This change applies to Lightning Experience in Unlimited, Enterprise, and Performance editions. For example, enter “cases closed this year,” to see a list of cases from the current year with closed status. To get the most relevant search results, enter a conversational search using the words modified, created, viewed, or closed followed by a relative time period. You now have more ways to filter a list of records using time-related conditions in a conversational search. For the Spring ‘20 Release, the preview instances will be upgraded to Spring ‘20 on January 3 and January 4, 2020, and non-preview instances will be upgraded to Spring ‘20 on February 14 and February 15, 2020.Ĭreate a Filtered List of Records Using New Time-Related Conditions (Beta)
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |