Prepared by Chetan Chavan and Vinita Khemani. Key Features Enabled For All Users by Default ...
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Transcript of Prepared by Chetan Chavan and Vinita Khemani. Key Features Enabled For All Users by Default ...
Salesforce Winter’16 Release Features
Prepared by Chetan Chavan and Vinita Khemani
Key Features Enabled For All Users by Default Administrator Setup Required Enabled For Admins by Default Salesforce support to be contacted
Agenda
Enabled by default: New Login Look and Feel
Administrator Setup Required: Notes: Add Important Information to Records
(Generally Available) Replicate a Picklist Field in a Flow Screen Debug Flows with Better Fault Emails (Beta) Admins Notified When Interviews Fail to Resume
Due to Inactive Owner
Key Features(Salesforce Classic)
Microsoft Word Document
Enabled for Admins by default : Access More Recent Items from the Setup
and Force.com Home Pages (Beta) Create More Roll-Up Summary Fields per
Object Admins Notified When Processes Fail to
Resume Due to Inactive Owner
Key Features(Salesforce Classic)
Microsoft Word Document
Salesforce support to be contacted: Eliminate Picklist Clutter with Restricted
Picklists (Pilot) Share Picklists Across Objects and Fields
with Global Picklists (Pilot)
Key Features(Salesforce Classic)
Microsoft Word Document
Sales: LinkedIn Integration Removed from Social
Accounts, Contacts, and Leads Feature Link Custom Lookup Fields from Activities to
Other Record
Enabled by default(Salesforce Classic)
Microsoft Word Document
Reports and Dashboards: Reports and Dashboards: Compatibility
Between Lightning Experience and Salesforce Classic
Chatter: Sync 2 GB Files Group @Mentions on Records Create Group-
Record Relationship Mute Posts (available within 24 hours after
the Winter ‘16 release)
Enabled by default(Salesforce Classic)
Microsoft Word Document
Chatter(Cntd) : Display Similar Questions and Articles in
Chatter Questions (Generally Available) (available within 24 hours after the Winter’16 release)
Redesigned Email Notifications
Enabled by default(Salesforce Classic)
Microsoft Word Document
Search: Get More Relevant Search Results Get More Relevant Search Results in Japanese Find Matching Records for Nicknames and
Expanded Forms of Search TermsData.com: New SIC8 Data New Firmographics Data Data.com Company Hierarchy Data.com Coverage Expanded and Prospecting
Insights Supported on Sales Console
Enabled by default(Salesforce Classic)
Microsoft Word Document
Customization: Data Import Wizard: Email Notification
EnhancementsWork.com: Upgrade to Enhanced Feedback and
Performance Summaries (Generally Available)
Link Thanks Badges to the Related Chatter Post
Enabled by default(Salesforce Classic)
Microsoft Word Document
Security and Identity: Improved Security for Unwanted Login
Attempts Track Geographic Location of User Logins in
Personal Settings and User Details Twitter Auth. Provider No Longer Prompts
User for Access on Repeated Logins Time-Based Token Setting Name Changed in
the User’s Personal Settings
Enabled by default(Salesforce Classic)
Microsoft Word Document
Reports and Dashboards: Exclude the Confidential Information
Disclaimer from Reports (Salesforce Classic) New Reports and Dashboards REST API
Methods Changed Reports and Dashboards REST API
Request and Response Bodies
Enabled for Administrators(Salesforce Classic)
Microsoft Word Document
Chatter: Freeze Sharing of a File Enable or Disable Selecting Files from
Salesforce Add the Files Related List to Page Layouts Set History Tracking on Content Version
Fields Ensure Access to On-Premises Data Sources
for Files Connect
Administrator Setup Required(Salesforce Classic)
Microsoft Word Document
Customization: Fully Integrate Your External Data with
Writeable External ObjectsSecurity and Identity: Encrypt Selected Case and Case Comment
Fields Learn About Possible Security Issues Quickly
with Transaction Security Policies
Administrator Setup Required(Salesforce Classic)
Microsoft Word Document
Mobile: Test Salesforce1 with Mobile Devices or Device Emulators (Instead of Desktop Browsers)Chatter: Apex Trigger Support for Chatter Group
Records ConnectApi (Chatter in Apex) Chatter REST API
Enabled for Administrators(Salesforce Classic)
Microsoft Word Document
Service: New Methods for the Console Integration
Toolkit See IDs of Attached Records in Your Post-
Chat Data
Enabled for Administrators(Salesforce Classic)
Microsoft Word Document
Customization: Easily Manage External System
Authentication with User Interface Improvements.
Scheduled Actions Are Always Based on Current Data
Reduced Chances of Hitting SOQL Limits with Bulkified Flows
Unsupported Operator Removed Faster Organization-Wide Default Updates
Enabled for Administrators(Salesforce Classic)
Microsoft Word Document
Security and Identity: Improved Security When Logged In as
Another User Display and Customize Error Messages for
Single Sign-On Using an Auth. Provider Store Larger OAuth Tokens and Longer
Passwords Restrictions Added to My Domain Names
Enabled for Administrators(Salesforce Classic)
Microsoft Word Document
Wave Analytics: Run Your Dataflow Faster with Replication
(Pilot) Securely Share Wave Analytics Apps with
Community Partners and Customers (Pilot)
Salesforce Needs to be Contacted(Salesforce Classic)
Mobile: Improved Access to Encrypted Data in
Salesforce1Customization: Salesforce Analytics Cloud Support in Data
Pipelines (Pilot) Customize the Look and Feel of Flow
Interviews (Pilot) Object-Specific Share Locks (Pilot)
Salesforce Needs to be Contacted(Salesforce Classic)
Enabled by default(Lightning): Opportunity Workspace: Boost Sales
Productivity with Lightning Experience Opportunity Board: Get the Big Picture on
Opportunities with Lightning Experience See More Data Just By Scrolling(Salesforce1) Lead Workspace: Work Leads Efficiently Using
Lightning Experience Email: Send and Manage Email and Templates
Directly from Records in Lightning Experience
Key Features(Lightning)
Microsoft Word Document
Enabled by default(Cntd…): Enjoy Fast, Beautiful File Previews Task List: Power Through Tasks in Lightning Experience Calendar and Events: Reps Can View and Create
Meetings in Lightning Experience Notifications: See Notifications in One Place in
Lightning Experience Alert Users to Possible Duplicate Records Quicker Than
Ever (available within 24 hours after Winter ’16 release)
Redesigned Reports and Dashboards Home Pages (Lightning Experience)
Salesforce1 No Longer Supported on Android 4.2 and 4.3
Key Features(Lightning)
Microsoft Word Document
Administrator Setup Required: Lightning Is Live Admin Needs to Enable Lightning for Users. Visualize List View Data with Charts in
Lightning Experience
Key Features(Lightning)
Microsoft Word Document
Salesforce support to be contacted: Home: Help Reps Manage Their Days in
Lightning Experience
Key Features(Lightning)
Microsoft Word Document
Sales: Activity Timeline: Keep a Finger on the Pulse
of Deals in Lightning ExperienceSearch: Find What You Need with Lightning
Experience Search
Enabled by default(Lightning)
Microsoft Word Document
Reports and Dashboards: Create Beautiful Dashboards Using a New,
Feature-Rich Editor (Lightning Experience) Present and Share Information in Interactive
Dashboards (Lightning Experience) Get More Information from Interactive
Charts and Filters on the New Report Run Page (Lightning Experience)
Enabled by default(Lightning)
Microsoft Word Document
Mobile Features: Identify Action Icons Via Helpful Labels Get More Relevant Results When Searching
in Lookups View Lightning Experience Reports and
Dashboards See More Report Rows on iPhone 6 Plus
Phones See In-App Alerts When Dashboards Finish
Refreshing
Enabled by default(Lightning)
Microsoft Word Document
Mobile Features(Cntd…): View and Upload Profile Photos Without
Chatter See More Detailed Approval Notifications Edit Chatter Group Email and In-App
Notification Settings
Chatter: Renamed Contact Information Visibility Label Format Posts with Rich Text
Enabled by default
Microsoft Word Document
Wave Analytics: Create Open-Ended Date Filters with
Absolute Date Ranges Exploring Year-Weeks Just Got Easier Download and Share Screenshots of Wave
Dashboards and Lenses Find Your Wave Analytics Assets with Ease Additional Changes to the User Interface
Enabled by default(Lightning)
Microsoft Word Document
Customization: Auto-Completion for Standard Address
Fields Easily Access Personal Settings in Lightning
Experience Legacy Data Import Tools Time Zone Names Have Changed
Enabled by default(Lightning)
Microsoft Word Document
Sales: Sales Path: Help Reps Follow Your
Company’s Sales Processes in Lightning Experience
Account Insights: Provide Easy Access to News Articles in Lightning Experience
Twitter for Accounts, Contacts, and Leads: Give Reps Access to at-a-Glance Updates in Lightning Experience
Administrator Setup Required(Lightning)
Microsoft Word Document
Mobile: Account News Now Called Account Insights Increase Productivity by Adding Notes to
Records (Generally Available) Profile Related List Changes View Related Files From Records Access External Files in Communities Using
Salesforce1 SOS Video Chat and Screen-Sharing Two-Way Camera for SOS (iOS and Android)
Administrator Setup Required(Lightning)
Microsoft Word Document
Chatter: Groups in Lightning ExperienceWave Analytics: Custom Actions Menus Now Support
Additional ActionsService: Add Quick Actions to the Console Sidebar SOS Video Chat and Screen-Sharing Now on
Android
Administrator Setup Required(Lightning)
Microsoft Word Document
General Enhancements: Set Audit Fields and Update Records with
Inactive Owners (available within 24 hours after the Winter ’16 release)
Critical Updates(Lightning): Enable My Domain to Use Lightning
Components
Administrator Setup Required(Lightning)
Microsoft Word Document
Sales: Account Details: Help Reps Keep Tabs on
Accounts by Using Lightning Experience Contact Details: Help Reps Keep Tabs on
Contacts by Using Lightning Experience
Enabled for Administrators(Lightning)
Microsoft Word Document
Service: Cases: Support Customers Faster in
Lightning Experience External Sources on Knowledge One
Enabled for Administrators(Lightning)
Microsoft Word Document
Customization: Improved Setup User Interface in Lightning
Experience Manage Standard and Custom Objects from
One Location Update Records with an Improved UI
Enabled for Administrators(Lightning)
Microsoft Word Document
Wave Analytics(Lightning): Embed Wave Dashboards in Lightning Pages
(Pilot)
Salesforce Needs to be Contacted
Thank you