Coming Soon! Salesforce’s Summer ’19 release is coming soon with all the newest features and we’ve picked a few of our favorite ones just for you. From Lightning Experience on iPad to merging cases into single record here are the newest functionalities that are going to make admins and users happy this season!

Access Lightning Experience from Safari on iPad Devices

Give your users the ability to run the full desktop version of Lightning Experience on their iPad device when they’re away from their desktop or laptop:

Set Up Skills-Based Routing Without Code Using Attribute-Based Routing

Do you want to use skills-based routing but are daunted by the tricky setup? Attribute-based routing is an easier way to set up skills-based routing—you use clicks, not code. Skip APIs, and instead use a setup flow to associate an object’s field values with the skills needed to route a work item to the right agent. It’s not quite as flexible as using the API, but it’s easy to set up…and very powerful.

Merge Cases into a Single Record

If you have duplicate cases or cases that you want to merge into a single case, you can now merge two or three cases into one master record. When you do so, the master record is updated with your chosen field values. Most related lists, feed items, and child records are merged into the master record. The master record keeps the Chatter feeds, your values for read-only and hidden fields (except Created Date and Created By), related items, and security.

How: In a Cases list view, select two or three cases, and click Merge Cases. You can merge cases from custom list views as well. While you cannot do so from the Recently Viewed list, but you can still merge from the Recently Viewed Cases list.

You also have the possibility to start a merge from within a case and add the other cases to merge:

Select the field values to merge into the master:

Evaluate Each Record in Reports with Row-Level Formulas

Answering business questions sometimes means making a calculation on every row in a report. With row-level formulas, you don’t need to export report data to a spreadsheet or ask an admin to create a one-off custom formula field. Instead, write a row-level formula directly in the Lightning report builder to evaluate individual records in reports:

Power Up Your Related Lists with Enhanced Related Lists

Take your related lists to the next level. With Enhanced Related Lists, you can show up to 10 columns, resize and sort your columns, perform mass actions, and wrap text:

Zoom Through Related Lists with Quick Filters

Use quick filters in your related lists to find the data that you’re looking for. Related list quick filters are different from regular list view filters in that they aren’t saved, persist only throughout your current session, and can’t be shared.

View Records Using Full View

With the new update, you now have two record page view default options. Choose between the best current view—now called Grouped view—and the new Full view. Full view displays all details and related lists on the same page. If you’re transitioning to Lightning Experience, this view is similar to Salesforce Classic.

Generate Survey Invitations for Leads

In addition to this, you can now generate a unique survey invitation for a lead directly from the record by clicking Get Survey Invitation.

Get Notified When Reports Conditions Are Met

Don’t wait to find out when an important aggregate in your Salesforce report reaches a meaningful threshold. When a change affects a report that you rely on, report subscribers can receive the updated information right away. For instance, set conditions to send email when average case age is greater than one day, or opportunity count rises above 100. Choose whether the email contains a summary of the conditions that were met or a summary plus the whole report.

Include Images in Your Email Templates and Letterheads

Make your email messages stand out by including images in your emails templates and letterheads.

Create Flows from Flow Templates

The new flow building experience makes getting started a lot easier. Now you can quickly choose the right flow type based on our helpful descriptions. Feeling efficient? Use a flow template. First, filter available templates based on the flow type you need, and then choose a template. Customize the flow to meet the requirements of your specific business process.

Read more on Salesforce resources in my blog post on my favourite AppExchange free apps here.