Salesforce Summer 18 features to watch out for (Pre-release notes edition)

NT Balanarayan
1 min readApr 22, 2018

Salesforce is set to roll out a whole host of features over the next couple of months as part of the Summer 18 release. Some of the features are already visible in the pre-release orgs and here are a few that caught my attention.

Action list

Salesforce hints at a lot of features much before they are released. I did not expect this.

Action list lets you define a set of flows that need to be run against a record. There is a path on a record that defines the different stages of a record and there are workflows/process builders and flows that let you go from stage a>b. Action list lets you see all the steps of the process that are being undertaken. This could be used in scenarios such as customer onboarding, loan processing, process closure and even for call scripting.

This is helpful in scenarios where there are multiple actions that are running in parallel as part of a process.

You can add flows manually or automatically from a process builder. I like this very much.

Read the complete article here.

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NT Balanarayan

Salesforce consultant @saasfocus, ex-journalist and a casual gamer. Opinions are mine and don't reflect those of my employer.