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BrightGen Salesforce Winter17 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://www.youtube.com/watch?v=5V_VqZAHPYk

Publicada em: Tecnologia
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BrightGen Salesforce Winter17 Release Webinar

  1. 1. Winter 17 Salesforce Release Webinar Any questions? Email webinar@brightgen.com
  2. 2. Agenda • Salesforce Winter 17 Release • Lightning Experience • Account Contact Relationships • Campaign Influence • Service Cloud • Communities • Chatter • Files • Salesforce1 • Platform • Dreamforce • Q&A
  3. 3. Lightning Experience
  4. 4. Navigation
  5. 5. App Launcher
  6. 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
  7. 7. Record View/Create Field Level Help Save and New button
  8. 8. Record Detail Section Open/close state persisted
  9. 9. Popups
  10. 10. Search Suggestions from multiple sobject types Choose which full search to run All searches go to Top Results page
  11. 11. Assistant Take action direct from assistant Dismiss recommendations that aren’t relevant • Create task • Create event • Edit opportunity • Send an email
  12. 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
  13. 13. Lightning Experience - Charts
  14. 14. Lightning Experience - Other • Identify and merge duplicate leads • Add products with schedules to opportunities • Contract support • Quotes support • Edit opportunity probability field
  15. 15. Account Contact Relationships
  16. 16. Account Contacts Relationship • Indirectly relate person accounts to business accounts • Triggers for Account Contact Relationship Object • Validation rules for Account Contact Relationship Object • Relationship View
  17. 17. Campaign Influence
  18. 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
  19. 19. Service Cloud
  20. 20. Knowledge • Now supported in Professional Edition • Article search results display snippets • Access articles/data categories via API
  21. 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. 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. 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
  24. 24. Communities
  25. 25. Lightning Bolt • Build template (theme, CSS, pages etc) • Export • Use as base for new community • Appears as template in community wizard
  26. 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. 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. 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. 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
  30. 30. Chatter
  31. 31. Group Wizard (LEX)
  32. 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. 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
  34. 34. Files
  35. 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
  36. 36. Salesforce1
  37. 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. 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. 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. 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
  41. 41. Platform
  42. 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. 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. 44. Global Picklists • Now Generally Available • Create and manage in LEX/Classic • Use in dependent picklists • Replace values • Switch between single/multi-select
  45. 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. 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
  47. 47. More information • sforce.co/2cwjso9 • Release notes • Training • Feature videos
  48. 48. Dreamforce • Einstein - sforce.co/2e5qPDL • Quip - http://bit.ly/J7fxt8 • Krux - bit.ly/2efBgUP • SalesforceDX – sforce.co/2duS9rb
  49. 49. Questions?
  50. 50. Contact Us • www.brightgen.com • cliveplatt@brightgen.com • 01376 519888 • @brightgen • facebook.com/brightgen

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