BrightGen Salesforce Spring 17 Release Webinar

Spring 17 Salesforce Release Webinar

Any questions?Email [email protected]

Agenda• Salesforce Spring 17 Release • Fond Farewells • Lightning Experience • Analytics • Communities • Chatter • Mobile • Platform

• Q&A

Fond farewells

Fond farewells• Salesforce for Outlook 2007/Exchange 2007 – Spring 17 • Upgrade to 2010/2013/2016

• Stay in touch – Summer 17

• Cloud Scheduler – Winter 18 • Removal of ‘New Meeting Request’ button disables • Not available in new orgs since Winter 17

• Classic mobile app – Dec 17 (details later)

Lightning Experience

Favorites

Favorites• Appear on all browsers

• Appear on navbar

• Up to 200 favorites • Record home standard/custom objects (including VF overrides) • List views • Dashboards • Reports • Chatter groups • Dashboards

Utility Bar

Account Hierarchy

Person Accounts• Now available in Professional Edition

• Matching and duplicate rules

• Customize person account pages

• Create indirect relationships with contacts

• Merging not supported

View/Edit Converted Leads• Requires permission • View and Edit Converted Leads

• Appear in list views, related lists and search for LEX/Classic

• Recent Leads only in Salesforce 1

• Cannot unconvert leads

Sales Path• Renamed to path

• Supports quotes

• Supports custom objects

• Respects fields required by page layout Opportunities only in Salesforce1

Sales Path• Create path

• Edit page in LEX

• Add path component

Kanban

Kanban and Record Types

Edit records in Kanban

Inline Edit in List Views

Approval Requests

Analytics

Reports• Filter reports through URL parameters in LEX

• https://.../one/one.app#/sObject/00Oa0000008S2obEAC/view?t=1485347878313&fv0=Webinar

Report URL Filter Format• &fv0=Webinar

• & new parameter

• fv0 filter zero id

• Webinar filter zero valuefv0

fv1

LEX Expand Dashboard Components

LEX Analytics• Subscribe to reports • Up to 5 • Daily, weekly or monthly

• View dashboard as specific user • Me (author) • Specified User • Running User • Can allow viewers to change

• Follow dashboards

Communities

Housekeeping• Pre-Winter 16 templates not longer supported • Koa, Kokua and CS (Napili)

• Locker service for communities now rolled into locker service • Enabled for communities only = disabled!

• Locker service restricts <HEAD> tag contents • sforce.co/2kihIxw

Community Workspaces

DashboardsEngagement

reports

Home dashboard

Other dashboards

Recommendations and Topics

ModerationModeration

rules

Moderationdashboard

Items to moderate

Easy switching

Chatter

LEX Chatter Home Page

Chatter Streams

Customize Group Page

Tiled Group Views

Mobile

Housekeeping• Salesforce1 requires iOS 10 in Spring 17

• Classic mobile app to retire in December 2017 • Will stop working December 1 • Will be removed from App/Play store

• iOS 10 and Android 7.0 are the final versions for Classic compatibility testing

Quotes and Orders• Quotes now in navigation menu

• Create/active/deactivate orders

• Change order owner

• Order products related list

Follow up tasks

Call/Email from Profile

• Android

• Mobile browser

• Previously supported on iOS

Unified On/Offline Create and Edit• All changes are saved as pending

• Online used to pause until save completed.

• Background sync with Salesforce

• Notification when complete

Platform

LEX Record Page Assignment• By Record Type, Profile and App

Clone Standard Lightning Page

• Home, Record and Email Application pages

LEX Highlights Panel

Custom Health Check Baseline

Visualforce• <apex:slds /> tag • Latest version!

• $Asset global variable • Images, sprites etc from SLDS

• Force.com site disable access to standard pages

Platform - Other• Only one @testSetup method per class • Will not run otherwise

• Web service callouts allowed from chained queueable jobs • Previously just the original job

• Improved lightning component error messages

More information• sforce.co/2jXwT3h

• Release notes

• Training

• Demo videos

Questions?

Contact Us• www.brightgen.com

• [email protected]

• 01376 520578

• @brightgen

• facebook.com/brightgen

BrightGen Salesforce Spring 17 Release Webinar

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Transcript of BrightGen Salesforce Spring 17 Release Webinar