Salesforce Spring ’19 Release Highlights: Print a Record Page

They say “you don’t know what you’ve got ’til it’s gone” and that goes double for system functionality. Triple if it’s something that’s become a part of your workflow and muscle-memory. There’s nothing quite as deflating as instinctively moving your mouse to the spot where a button used to be and just clicking air instead.

And while the Salesforce transition from Classic to Lightning has enabled a lot of awesome new functionality and flexibility, the points where Lightning lags behind can really hamstring adoption rates and frustrate users who rely on “the old way” to get their jobs done.

That’s why this feature of the Salesforce Spring ’19 Release is so exciting — we’re getting our “Print a Record” functionality back!

Printing, in Lightning

While it may seem like (almost) deprecated functionality in the ever-more-paper-free 21st Century, printing still has a place in many organization’s business-needs.

Whether it’s a compliance issue that requires maintaining hard copies for X years, or a coworker who’s just more effective marking up a physical data sheet versus a screen — when you’ve needed to print in Salesforce lately, that’s meant a reversion to the Classic UI. And that means either extra clicks and page loads, or forgoing the Lightning Experience altogether, neither of which help you and your team get the most out of the platform.

Until now, that is. With the Spring ’19 Release, orgs will enjoy the ability to print key details and related lists from a record page, right in the Lightning Experience!

Once February rolls around, users will find a “Printable View” button on the expanded menu of record home pages for accounts, campaigns, cases, contacts, contracts, leads, opportunities, orders, and custom objects.

And, once you click, you’ll have the ability to adjust which fields and details you want to keep visible in printed form!

Of course, if you pride yourself on running a paperless operation, you’ll have the ability to remove the “Printable View” button from the record page in the layout editor.

But for everyone else this’ll mean saved clicks, better Lightning adoption, and happier users!

The Spring ‘ 19 Release is hitting orgs between February 1st and February 8th, so you only have a couple more weeks to read the release notes and prep your team. And if you’d like MK Partners to help you walk through the new features, how they’ll affect your existing workflows, and how you can leverage new functionality to boost your ROI — drop your info here and someone on the MK Partners team will be happy to reach out!

And stay tuned for looks at even more of our favorite upcoming features before release day so you’ll be ready to hit the ground running in February.

Until then, keep working smart, hard, and happy — and we’ll see you in the cloud.