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://www.youtube.com/watch?v=5V_VqZAHPYk
6. Apps
• Classic apps work as-is in Lightning
• Can’t use Lightning Page tabs
• Upgrade to Lightning App
• Creates a copy of the App
• Lightning and Classic independent versions
• Changes to one don’t affect the other
12. Lightning Experience - Analytics
• Filter reports by role hierarchy
• Filter reports by relative dates
• Filters preserved when drilling to report from dashboard
• Add tables to dashboards
14. Lightning Experience - Other
• Identify and merge duplicate leads
• Add products with schedules to opportunities
• Contract support
• Quotes support
• Edit opportunity probability field
18. Customizable Campaign Influence
• Default is 100% to primary campaign on opportunity
• Create custom influence models
• See which campaigns influenced opportunity
• See how many opportunities a campaign generates
20. Knowledge
• Now supported in Professional Edition
• Article search results display snippets
• Access articles/data categories via API
21. Omni-Channel
• Route live agent chats with omni-channel
• Instead of skills select Omni as the routing type
• Omni-channel notifies agents
• Some chat settings move to omni-channel
• Some limitations – see the release notes
22. Live Agent
• Agent alert added to chat timeout
• Agent gets heads up that chat will end soon
• Default agent alert after 40 seconds
• Default end chat after 100 seconds
• Applies to all chats, even if routed through omni-channel
23. Case Feed
• Change case owner using quick action (LEX/SF1) or macro (classic)
• Default email templates in LEX/SF1
• Attach files to emails in LEX
• View email attachments in LEX
• Collapsible CC and BCC fields
25. Lightning Bolt
• Build template (theme, CSS, pages etc)
• Export
• Use as base for new community
• Appears as template in community wizard
26. Page-Specific Community Access
• Fine grained control over public access
• Respect community settings
• Make page public regardless of community settings
• Make page private regardless of community settings
27. Napili Template
• Renamed Customer Service (Napili)
• Supports more objects
• Activity History, Dashboards, Email Messages, External Objects,
Products, Reports, Shared Contacts and more
• Play videos directly in feed
28. Communities - Other
• Field level help (as per LEX)
• Questions in account, group, user and case feeds
• Rich content/code snippets in comments and answers
• Inline images in comments/answers
• Likes on comments/answers
29. Communities - Management
• Community management moderation page
• Allow external users to moderate
• Pre-moderation is GA
• and available for comments
• Moderate record feeds
• Mark as spam and leave a note
32. Chatter - Other
• ‘Feed’ renamed to ‘Chatter’ in LEX
• Group feed is real time
• Announcements email all members, regardless of settings
• Questions in account, group, profile and case feeds
• Live comments in LEX
33. Chatter - LEX
• Mute feed post from detail view
• Play videos directly in feed
• See full list of people who liked post
• Edit posts and comments
• See view counts on posts
• Hover name to see mini profile
35. Files - LEX
• Attach up to 10 files to a feed post
• Add or remove files when editing posts
• When creating Lightning app, icon is a custom file which supports
• Versions
• Previews
• Sharing rules
37. Mobile Browser Requirements
• Android 4.4 or later, Chrome/Good Browser
• iOS 9.2 or later, Safari/Good Browser (Spring 17 requires iOS 10)
• Windows 10, Edge
• Windows 8.1, IE11
• Until Dec 17, 2017
• End of support for Blackberry
38. Device Testing
• Android
• Google Nexus/Samsung Galaxy hardware
• iOS
• iPhone 5S/C and up
• iPad Air / Air 2 / Mini 4 / Pro
http://sforce.co/2e4d1UG
39. Salesforce1 - Other
• Send SMS messages
• Change record types
• Edit opportunity probability field
• Add quotes to opportunities
• Add products with schedules to opportunities
• Add multiple influential campaigns to opportunities
40. Salesforce1 - Other
• Contracts support
• Activate, submit for approval, change owner and clone
• Legacy charts replaced with enhanced charts
• Can revert to legacy until Spring 17 when legacy retires
• More dashboard metrics on a single page
• Post snapshot of enhanced chart to chatter
42. Setup
• Use Global Search instead of Quick Find in LEX to find specific setup records
• App Manager (LEX) – manage all apps from a single place
• Assign custom record pages to different apps (LEX)
• Click to refresh list of lightning components in app builder
• Report charts now responsive (LEX/SF1)
43. Process Builder
• Invocable Processes
• May be called from other processes
• Re-use common process elements
• Define as starting ‘Invoked by another process’
• Access owner fields, User or Queue
44. Global Picklists
• Now Generally Available
• Create and manage in LEX/Classic
• Use in dependent picklists
• Replace values
• Switch between single/multi-select
45. Platform - Other
• Deactivate values in picklists
• Doesn’t change existing data
• Stops users from selecting the value
• Launch a lightning component from an action
• Make the app launcher your home page (LEX)
• Quick deployments can be validated 10 days in advance (was 4)
46. Retiring
• Import my accounts and contacts wizard
• Use data import wizard instead
• Desktop CTI retires in Spring 17
• Chatter answers retires in Winter 18
• Use chatter questions