What we love about Summer 16

It’s 2016 and time for the Salesforce Summer ’16 release. This release delivers a lot of big features such as User Switcher and Community Template upgrades. As always, we from Traction on Demand took a dive and we compiled a list of things that you should know from Salesforce Summer ’16 release. The official release notes are available online and in PDF format. If you have any questions or need a hand getting the most out of these updates, contact your Traction Business Development Manager or Cloud Technology Consultant.

Contents Sales Cloud .......................................................................................................................... 2

Service Cloud ....................................................................................................................... 3

Admin .................................................................................................................................. 7

Lightning .............................................................................................................................. 9

Sales Cloud

Contacts: Associate a Contact with Multiple Accounts A contact will have a primary account (direct relationship) and ability to add other accounts associated (indirect relationship). E.G. John Smith is a vice president at Acme Corporations, and Acme is the account on his contact record (1). But John is also involved with the nonprofit organization Greendot Media as a related account (2). John is considered a direct contact to Acme because Acme is the account on his contact record (3). And he’s considered an indirect contact to Greendot Media and any other accounts that he becomes related to (4).

On the account record, there will be two related lists to represent direct and indirect contacts. Similarly on the contact record, there will be two related lists to represent direct and indirect accounts.

Automatic Geocodes for Addresses Geocodes identify a location using latitude and longitude. In just a few clicks, you can set up and activate the geocode clean rules for your org. Then, geocodes are added for addresses on existing and new accounts, contacts, and leads. Note: Geocodes are added only for some standard addresses. Salesforce Classic Only.

Salesforce App for Outlook Salespeople will now have a new design to maximize space in Outlook 2016

1. Relate specific Outlook events to relevant Salesforce records

2. Search for Salesforce Records in Microsoft Outlook

3. Find Salesforce easier in the Outlook ribbon

Service Cloud

Tab Hovers and List Hovers In the summer release we saw Console Tab Hovers, allowing you to preview information from open tabs:

Now we can see Console List Hovers so you can preview information from a List View. The fields that appear in the overlay mirror the fields in the active list view.

Enable these two options from Setup > Apps > Edit your Console app > tick Enable Tab Hovers & Enable Responsive Lists

Set up Service Cloud Features in a Flash with Launch Pad Templates This suite of templates helps you set up some of the most popular Service Cloud features, such as time-saving console configurations and reports and dashboards essential for a service organization.

Here are the templates launching this release:

Service Reports & Dashboards Deploy a suite of pre-configured reports and dashboards

Standard Console Get the latest and greatest console features

Branded Console Easily customize the console with your logo and branding

To get started using templates, from the Setup Quick Search box, enter Launch Pad

Control Who Sees What with Profile-Based Page Visibility Create page variations that target specific audiences in your Napili community, and control who sees what depending on their profile. Example Here are several Home page variations with differing visibility and published statuses.

● Home A is visible only to Profile A members.

● Home B is visible only to Profile B members, but they can’t see pending changes.

● Home C isn’t visible.

● Home D is visible to all members, except Profile A or Profile B members.

● Home E isn’t visible.

Field Service Field Service Lightning (Salesforce Classic and the Salesforce1) allows service dispatchers and supervisors to have a birds-eye view of all scheduled service appointments. Schedule appointments, dispatch technicians based on skill level, travel time and location.

Note: Enabling field service requires the setup and configuration of apex triggers, custom objects, work rules, and scheduling policies.

Admin

Simplify Salesforce Navigation with the User Switcher Users can now easily navigate Salesforce when they have multiple usernames on the same or different Salesforce orgs. They select their profile picture to see a list of available usernames to navigate to. Users no longer have to open a new tab, enter a login URL, and then enter their username.

Group Activity Info is Just a Click Away Group managers can see activity such as likes, questions, answers, and total posts in one spot by clicking the Engagement tab (Lightning), or the Group Engagement Link (Salesforce Classic)

New Change Set Components Global Picklist Represents the metadata for a global picklist: the set of shared picklist values that custom picklist fields can use. Wave Application Represents the Wave Analytics application. Wave Dashboard Represents the WaveDashboard object in the Wave Analytics application. Wave Dataflow Represents the WaveDataflow object in the Wave Analytics application. Wave Dataset Represents the WaveDataset object in the Wave Analytics application. Wave Lens Represents the WaveLens object in the Wave Analytics application.

Lightning

Dress up Your Data with New Charts in Lightning Experience Salesforce has added a bunch of new chart types to Lightning Experience: funnel, scatter, combo, and cumulative line charts.

Share Notes with Other Users or Groups Recipients of a shared note can view notes but not edit them. (Lightning Experience and Salesforce Classic)

Opportunities: Updates in Lightning Experience 1. Access settings in opportunity teams to enable or set up team roles in Lightning

Experience (previously only available in Salesforce Classic)

2. Add default opportunity team to opportunities (previously only available in

Salesforce Classic)

3. Opportunity Insights enables sales reps to instantly see the latest news directly

from opportunities (available in Lightning Experience and all versions of

Salesforce1)

4. Find Products with Ease in Lightning Experience

Accounts: Updates in Lightning Experience 1. Access settings in account teams to enable or set up team roles in Lightning

Experience (previously only available in Salesforce Classic)

2. Account Logos (Beta) - (US-based companies only currently)

3. Create New Accounts with Account Autofill (US-based companies only currently)

Features No Longer Available Salesforce Classic Mobile no longer available for New Orgs and Some Existing

Orgs (Option to Enable Salesforce Classic Lite is removed)

Connect for Office will no longer function when Salesforce disables TLS 1.0

(March 2017)

Support for Microsoft Exchange 2010 retired for new customers

Salesforce support no longer provided for Community templates prior to Winter

’16 (upgrade your template to receive support)