Prepared by Chetan Chavan and Vinita Khemani. Key Features Enabled For All Users by Default ...

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Salesforce Winter’16 Release Features Prepared by Chetan Chavan and Vinita Khemani

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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 s (Beta)  Admins Notified When Interviews Fail to Resume Due to Inactive Owner

Transcript of Prepared by Chetan Chavan and Vinita Khemani. Key Features Enabled For All Users by Default ...

Page 1: Prepared by Chetan Chavan and Vinita Khemani.  Key Features  Enabled For All Users by Default  Administrator Setup Required  Enabled For Admins by.

Salesforce Winter’16 Release Features

Prepared by Chetan Chavan and Vinita Khemani

Page 2: Prepared by Chetan Chavan and Vinita Khemani.  Key Features  Enabled For All Users by Default  Administrator Setup Required  Enabled For Admins by.

Key Features Enabled For All Users by Default Administrator Setup Required Enabled For Admins by Default Salesforce support to be contacted

Agenda

Page 3: Prepared by Chetan Chavan and Vinita Khemani.  Key Features  Enabled For All Users by Default  Administrator Setup Required  Enabled For Admins by.

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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)

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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)

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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

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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

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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

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Salesforce support to be contacted: Home: Help Reps Manage Their Days in

Lightning Experience

Key Features(Lightning)

Microsoft Word Document

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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

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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

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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

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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

Page 29: Prepared by Chetan Chavan and Vinita Khemani.  Key Features  Enabled For All Users by Default  Administrator Setup Required  Enabled For Admins by.

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

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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

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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

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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

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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

Page 34: Prepared by Chetan Chavan and Vinita Khemani.  Key Features  Enabled For All Users by Default  Administrator Setup Required  Enabled For Admins by.

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

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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

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Service: Cases: Support Customers Faster in

Lightning Experience External Sources on Knowledge One

Enabled for Administrators(Lightning)

Microsoft Word Document

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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

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Wave Analytics(Lightning): Embed Wave Dashboards in Lightning Pages

(Pilot)

Salesforce Needs to be Contacted

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Thank you