BrightGen Salesforce Spring 17 Release Webinar
•Transferir como PPTX, PDF•
0 gostou•169 visualizações
BrightGen's Winter 17 Salesforce Release webinar deck, presented by Service Manager Cllive Platt and CTO Keir Bowden. The webinar recording is available at : https://youtu.be/BM0_zaD1QsA
Recomendados
Recomendados
Mais conteúdo relacionado
Mais procurados
Mais procurados (20)
Destaque
Destaque (20)
Semelhante a BrightGen Salesforce Spring 17 Release Webinar
Semelhante a BrightGen Salesforce Spring 17 Release Webinar (20)
Mais de brightgenss
Mais de brightgenss (20)
Último
Último (20)
BrightGen Salesforce Spring 17 Release Webinar
- 1. Spring 17 Salesforce Release Webinar Any questions? Email webinar@brightgen.com
- 2. Agenda • Salesforce Spring 17 Release • Fond Farewells • Lightning Experience • Analytics • Communities • Chatter • Mobile • Platform • Q&A
- 4. 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)
- 6. Setup
- 7. Favorites
- 8. 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
- 9. Utility Bar
- 11. Person Accounts • Now available in Professional Edition • Matching and duplicate rules • Customize person account pages • Create indirect relationships with contacts • Merging not supported
- 12. 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
- 13. Sales Path • Renamed to path • Supports quotes • Supports custom objects • Respects fields required by page layout Opportunities only in Salesforce1
- 14. Sales Path • Create path • Edit page in LEX • Add path component
- 15. Kanban
- 18. Inline Edit in List Views
- 20. Analytics
- 21. Reports • Filter reports through URL parameters in LEX • https://.../one/one.app#/sObject/00Oa0000008S2obEAC/view?t=1485347878313&fv0=Webi nar
- 22. Report URL Filter Format • &fv0=Webinar • & new parameter • fv0 filter zero id • Webinar filter zero value fv0 fv1
- 24. 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
- 25. Communities
- 26. 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
- 31. Easy switching
- 32. Chatter
- 34. Chatter Streams
- 37. Mobile
- 38. 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
- 39. Quotes and Orders • Quotes now in navigation menu • Create/active/deactivate orders • Change order owner • Order products related list
- 40. Follow up tasks
- 41. Call/Email from Profile • Android • Mobile browser • Previously supported on iOS
- 42. 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
- 43. Platform
- 44. LEX Record Page Assignment • By Record Type, Profile and App
- 45. Clone Standard Lightning Page • Home, Record and Email Application pages
- 48. Visualforce • <apex:slds /> tag • Latest version! • $Asset global variable • Images, sprites etc from SLDS • Force.com site disable access to standard pages
- 49. 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
- 50. More information • sforce.co/2jXwT3h • Release notes • Training • Demo videos
- 51. Questions?
- 52. Contact Us • www.brightgen.com • cliveplatt@brightgen.com • 01376 520578 • @brightgen • facebook.com/brightgen