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BrightGen Salesforce Spring 17 Release Webinar

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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

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BrightGen Salesforce Spring 17 Release Webinar

  1. 1. Spring 17 Salesforce Release Webinar Any questions? Email webinar@brightgen.com
  2. 2. Agenda • Salesforce Spring 17 Release • Fond Farewells • Lightning Experience • Analytics • Communities • Chatter • Mobile • Platform • Q&A
  3. 3. Fond farewells
  4. 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)
  5. 5. Lightning Experience
  6. 6. Setup
  7. 7. Favorites
  8. 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. 9. Utility Bar
  10. 10. Account Hierarchy
  11. 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. 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. 13. Sales Path • Renamed to path • Supports quotes • Supports custom objects • Respects fields required by page layout Opportunities only in Salesforce1
  14. 14. Sales Path • Create path • Edit page in LEX • Add path component
  15. 15. Kanban
  16. 16. Kanban and Record Types
  17. 17. Edit records in Kanban
  18. 18. Inline Edit in List Views
  19. 19. Approval Requests
  20. 20. Analytics
  21. 21. Reports • Filter reports through URL parameters in LEX • https://.../one/one.app#/sObject/00Oa0000008S2obEAC/view?t=1485347878313&fv0=Webi nar
  22. 22. Report URL Filter Format • &fv0=Webinar • & new parameter • fv0 filter zero id • Webinar filter zero value fv0 fv1
  23. 23. LEX Expand Dashboard Components
  24. 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. 25. Communities
  26. 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
  27. 27. Community Workspaces
  28. 28. Dashboards Engagement reports Home dashboard Other dashboards
  29. 29. Recommendations and Topics
  30. 30. Moderation Moderation rules Moderation dashboard Items to moderate
  31. 31. Easy switching
  32. 32. Chatter
  33. 33. LEX Chatter Home Page
  34. 34. Chatter Streams
  35. 35. Customize Group Page
  36. 36. Tiled Group Views
  37. 37. Mobile
  38. 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. 39. Quotes and Orders • Quotes now in navigation menu • Create/active/deactivate orders • Change order owner • Order products related list
  40. 40. Follow up tasks
  41. 41. Call/Email from Profile • Android • Mobile browser • Previously supported on iOS
  42. 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. 43. Platform
  44. 44. LEX Record Page Assignment • By Record Type, Profile and App
  45. 45. Clone Standard Lightning Page • Home, Record and Email Application pages
  46. 46. LEX Highlights Panel
  47. 47. Custom Health Check Baseline
  48. 48. Visualforce • <apex:slds /> tag • Latest version! • $Asset global variable • Images, sprites etc from SLDS • Force.com site disable access to standard pages
  49. 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. 50. More information • sforce.co/2jXwT3h • Release notes • Training • Demo videos
  51. 51. Questions?
  52. 52. Contact Us • www.brightgen.com • cliveplatt@brightgen.com • 01376 520578 • @brightgen • facebook.com/brightgen

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