5 features that make an Admin’s life easier with the Salesforce Summer '18 release

Aug 14, 2018 by Brian Stevenson

Earlier this summer, Salesforce unleashed hundreds of features that improve the productivity of its customers. Several of these features benefit Salesforce Administrators by helping them support their end-users with new configurations or reports. We reviewed the release notes and found five exciting features that will make an Admin’s life easier. Let’s follow Codey the snorkeling bear to explore what’s new!

1. Use the Lightning Usage App to Track Adoption

If your organization is migrating from Salesforce Classic to Salesforce Lightning, the Lightning Usage App is an effective tool to measure the success of your project. Within this dashboard are several reports that will help you, the Administrator, see adoption activity and usage.

In particular, you can see when and where a user decided to switch back to Classic, which may provide key insight for which page layouts need to be improved from a Lightning Experience perspective. In other words, the Lightning Usage App helps Administrators take a proactive approach to resolve potential User Experience issues, which will surprise and delight your customers (and make you look like a superhero).

Use the Lightning Usage App to Track Adoption

2. Standard Synonym Groups to Enhance Search Results

In this release, Administrators now have the option to enable Standard Synonym Groups. A synonym group is a collection of related words that any end-user may possibly use to find a record.

For example, one user may use a keyword called “document” while a different user types “file” as the keyword. Without synonym groups, the results would be limited to the exact keywords that were submitted.

When a synonym group is configured, any search for document will also return results for file. Pretty neat! But, just imagine all of the frequently used synonyms that might be selected by your users. That’s where Standard Synonym Groups come to the rescue!

To enable, go to Quick Find under the Setup menu and type Synonyms. With a single checkbox, Salesforce will automatically search for commonly-interchangeable words. Put your thesaurus away, Salesforce has you covered!

Standard Synonym Groups to Enhance Search Results

3. Enable Debug Mode on a Per-User Basis

Bugs happen in production… *dramatic gasp*, and sometimes an Administrator needs to flip on debug mode to see what’s going on under-the-hood. Previously, debug mode was a global setting, which meant that every active user would experience slower-than-usual performance while the debugger was doing its thing. Today, you can selectively enable debug mode on a per-user basis. Say goodbye to those “Why is the system slow?” phone calls!

Enable Debug Mode on a Per-User Basis

4. Send Flow and Process Errors to a Specific User or Email Address

By default, when a Flow or Process interview fails, it will be delivered to the administrator that last updated the object. When a Flow is being actively developed in a sandbox, this is probably a desirable default. However, once the flow is promoted to a production environment, what if you want the errors to go to a specific steady-state person or to a ticket tracking system? This latest Salesforce update empowers you to select a Salesforce user and external email address to ensure the right person is notified if your end-user needs help.

First, do a Quick Find for Process Automation Settings and update the “Send Process or Flow Error Email To” drop-down field to “Apex Exception Email Recipients”

Send Flow and Process Errors to a Specific User or Email Address

Finally, do a Quick Find for Apex Exception Email to set the External Email or specific Salesforce Users.

Apex Exception Email

5. Time Field is Available

The Time field has been in beta for several months and is now generally available! In short, a Time field is like a Date/Time field, but minus the Date. Before this feature was released, developers needed to implement some hacky workarounds or advanced Visualforce pages to get a Time field. The new Time field renders nicely in the Lightning user interface and will be especially helpful when building screens for project management, event planning, and time management use-cases.

Time Field is Available

Summary

We’ve only scratched the surface of all the new features in the Salesforce Summer ’18 release. We encourage you to review what’s new and do a deeper dive. You may find some nuggets that make both you and your customers happy. What are some of your favorite new features for Administrators?

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