Winter 17 Salesforce Release Webinar

Any questions? Email webinar@brightgen.com

Agenda

• Salesforce Winter 17 Release • Lightning Experience • Account Contact Relationships • Campaign Influence • Service Cloud • Communities • Chatter • Files • Salesforce1 • Platform • Dreamforce • Q&A

Lightning Experience

Navigation

App Launcher

Apps

• Classic apps work as-is in Lightning • Can’t use Lightning Page tabs • Upgrade to Lightning App • Creates a copy of the App • Lightning and Classic independent versions • Changes to one don’t affect the other

Record View/Create

Field Level Help

Save and New button

Record Detail Section

Open/close state persisted

Popups

Search

Suggestions from multiple sobject types

Choose which full

search to run

All searches go to Top

Results page

Assistant

Take action direct from assistant

Dismiss recommendations that aren’t relevant

• Create task • Create event • Edit opportunity • Send an email

Lightning Experience - Analytics

• Filter reports by role hierarchy • Filter reports by relative dates • Filters preserved when drilling to report from dashboard • Add tables to dashboards

Lightning Experience - Charts

Lightning Experience - Other

• Identify and merge duplicate leads • Add products with schedules to opportunities • Contract support • Quotes support • Edit opportunity probability field

Account Contact Relationships

Account Contacts Relationship

• Indirectly relate person accounts to business accounts • Triggers for Account Contact Relationship Object • Validation rules for Account Contact Relationship Object • Relationship View

Campaign Influence

Customizable Campaign Influence

• Default is 100% to primary campaign on opportunity • Create custom influence models • See which campaigns influenced opportunity • See how many opportunities a campaign generates

Service Cloud

Knowledge

• Now supported in Professional Edition • Article search results display snippets • Access articles/data categories via API

Omni-Channel

• Route live agent chats with omni-channel • Instead of skills select Omni as the routing type • Omni-channel notifies agents • Some chat settings move to omni-channel • Some limitations – see the release notes

Live Agent

• Agent alert added to chat timeout • Agent gets heads up that chat will end soon • Default agent alert after 40 seconds • Default end chat after 100 seconds • Applies to all chats, even if routed through omni-channel

Case Feed

• Change case owner using quick action (LEX/SF1) or macro (classic) • Default email templates in LEX/SF1 • Attach files to emails in LEX • View email attachments in LEX • Collapsible CC and BCC fields

Communities

Lightning Bolt

• Build template (theme, CSS, pages etc) • Export • Use as base for new community • Appears as template in community wizard

Page-Specific Community Access

• Fine grained control over public access • Respect community settings • Make page public regardless of community settings • Make page private regardless of community settings

Napili Template

• Renamed Customer Service (Napili) • Supports more objects • Activity History, Dashboards, Email Messages, External Objects, Products, Reports, Shared Contacts and more • Play videos directly in feed

Communities - Other

• Field level help (as per LEX) • Questions in account, group, user and case feeds • Rich content/code snippets in comments and answers • Inline images in comments/answers • Likes on comments/answers

Communities - Management

• Community management moderation page • Allow external users to moderate • Pre-moderation is GA • and available for comments • Moderate record feeds • Mark as spam and leave a note

Chatter

Group Wizard (LEX)

Chatter - Other

• ‘Feed’ renamed to ‘Chatter’ in LEX • Group feed is real time • Announcements email all members, regardless of settings • Questions in account, group, profile and case feeds • Live comments in LEX

Chatter - LEX

• Mute feed post from detail view • Play videos directly in feed • See full list of people who liked post • Edit posts and comments • See view counts on posts • Hover name to see mini profile

Files

Files - LEX

• Attach up to 10 files to a feed post • Add or remove files when editing posts • When creating Lightning app, icon is a custom file which supports • Versions • Previews • Sharing rules

Salesforce1

Mobile Browser Requirements

• Android 4.4 or later, Chrome/Good Browser • iOS 9.2 or later, Safari/Good Browser (Spring 17 requires iOS 10) • Windows 10, Edge • Windows 8.1, IE11 • Until Dec 17, 2017 • End of support for Blackberry

Device Testing

• Android • Google Nexus/Samsung Galaxy hardware • iOS • iPhone 5S/C and up • iPad Air / Air 2 / Mini 4 / Pro

http://sforce.co/2e4d1UG

Salesforce1 - Other

• Send SMS messages • Change record types • Edit opportunity probability field • Add quotes to opportunities • Add products with schedules to opportunities • Add multiple influential campaigns to opportunities

Salesforce1 - Other

• Contracts support • Activate, submit for approval, change owner and clone • Legacy charts replaced with enhanced charts • Can revert to legacy until Spring 17 when legacy retires • More dashboard metrics on a single page • Post snapshot of enhanced chart to chatter

Platform

Setup

• Use Global Search instead of Quick Find in LEX to find specific setup records • App Manager (LEX) – manage all apps from a single place • Assign custom record pages to different apps (LEX) • Click to refresh list of lightning components in app builder • Report charts now responsive (LEX/SF1)

Process Builder

• Invocable Processes • May be called from other processes • Re-use common process elements • Define as starting ‘Invoked by another process’ • Access owner fields, User or Queue

Global Picklists

• Now Generally Available • Create and manage in LEX/Classic • Use in dependent picklists • Replace values • Switch between single/multi-select

Platform - Other

• Deactivate values in picklists • Doesn’t change existing data • Stops users from selecting the value • Launch a lightning component from an action • Make the app launcher your home page (LEX) • Quick deployments can be validated 10 days in advance (was 4)

Retiring

• Import my accounts and contacts wizard • Use data import wizard instead • Desktop CTI retires in Spring 17 • Chatter answers retires in Winter 18 • Use chatter questions

More information

• sforce.co/2cwjso9 • Release notes • Training • Feature videos

Dreamforce

• Einstein - sforce.co/2e5qPDL • Quip - http://bit.ly/J7fxt8 • Krux - bit.ly/2efBgUP • SalesforceDX – sforce.co/2duS9rb

Questions?

Contact Us

• www.brightgen.com • cliveplatt@brightgen.com • 01376 519888 • @brightgen • facebook.com/brightgen