The Salesforce Spring ’20 Release will be globally available on February 17, 2020, with much-awaited features around “CLICKS NOT CODE”! Check out some exciting features that Spring ’20 has to offer so you can get ready for the release.
Quick Search Properties in a Widget
One of the enhancements in this release is the ability to search widget properties when building a query in a dashboard or a lens.
For example, when building a query using a bar chart, if you wanted to change the “Title Alignment” property of the chart from “center” to “right,” you had to scroll and search for the “Title Alignment” property to find it.
In the new release, there is no scrolling required to get to that property. Just go to “Search Properties” and select “Title alignment” or the name of the property from the default drop-down list to modify it. This saves time and effort needed to scroll, and locate the required property!
Binding Queries Using Advanced Editor
This new feature is an excellent addition, giving you the ability to add bindings to a Query via the UI. You no longer have to do this by editing the JSON.
To use this new feature, select “Query”, then “Advanced Editor.” You’ll see the Widget properties and Query. You can then create selection and results bindings via the UI.
The benefit of this feature is the ability to bind the queries with “Clicks, Not Code.” Most developers struggle with syntax when copying the required interaction. Now developers can select the interaction type (result/selection), set the default value, and data serialization functions! This is a MUCH NEEDED enhancement!
To bind two queries, go to the Advanced Editor of the Query. On the left side, after selecting “Advanced Interaction Editor”, select the Source Query you want to bind with. Here, you can choose the “Data Selection”, choosing between Cell, Column, or Row. You can also select the Row Index and Column.
Next, choose “Source Data.” You also have the flexibility to select the “Data Serialization Functions”, such as asObject and asString, and can see an instant output in the “Interaction Result” section. There is an option to preview and reset the source query too.
Finally, copy the created interaction and paste it in the parameter window (Measures, dimensions, filter, group…). Be sure to save, and you’re done!
Blending Datasets in Lens
If you are an admin, you probably want to blend/join datasets via UI instead of having to code. This new advanced “Clicks Not Code” feature of blending the datasets simplifies your work.
To enable this in your org, go to Settings and check “Enable Data Blending for Einstein Analytics Explorer.”
Under the Dataset lens, you will see the option to “Add Dataset.”
When you add another dataset using the “Add Dataset” option, you see the “Blend” options, where you can choose from the Left, Right, Inner, and Outer Blends. Use the descriptions to help you decide which Blend to select.
Select the Blend type, and a grouping field from both the datasets. Please be aware that the field must exist on both datasets for it to return data from both datasets.
This automatically writes your Blending code without you investing more time or struggling for the proper usage of the cogroup functions.
Add Dynamic Reference Lines Using Clicks Not Code
Reference lines are a key component to a dashboard that allow the viewer to see performance vs. the reference. Previously, if we wanted to make the reference line dynamic, we had to do that via code. As of Spring ‘20, we can now do that via the UI.
To add a dynamic reference line, click the door icon to the right of Value on a Reference Line.
Then, select your Interaction Source, which would be another Query on the dashboard. Select the Reference Line Value, which would be the measurement from the Query you want to see on the reference line, and lastly whether the interaction type should be Result or Selection binding.
These enhancements are one of the most innovative in alignment with Salesforce vision of working with MORE CLICKS NOT CODE. If you have any questions about using these new features, drop us a line at [email protected] or tweet us @springmlinc.
If you’d like additional resources to leverage Salesforce’s functionalities, check out these related SpringML resources: