Slide deck from the BrightGen webinar covering the Spring 16 release of Salesforce.

1. Spring 16 Salesforce Release Webinar
Problems with the webinar software?
Email cliveplatt@brightgen.com

2. Agenda
• Salesforce Spring 16 Release
• Work Orders
• Lightning Experience
• Service Cloud
• Mobile
• Chatter + Files
• Communities
• Platform
• Q&A

3. Spring 16 Release

4. Work Orders

5. Work Orders
• New Custom Object
• Requires Service Cloud License
• Associate with other objects
• Accounts
• Assets
• Cases
• Contacts
• Entitlements
• Service Contracts
• Work Orders
• Supports Line Items

6. Lightning Experience

7. Lightning X Recap
• Completely new UI
• Main focus Sales
• Some service in Spring 16
• Built with Lightning Components
• Existing UI renamed Classic

8. Supported Browsers
• Internet Explorer 11
• Edge for Windows 10
• Latest stable Firefox
• Latest stable Chrome
• Safari 8 on Mac OS X
• Other browsers will redirect to Classic

9. Person Accounts
• Not accessible from setup
• Included in all account/contact lookups
• Even when not applicable!
• Business quick action in person account
• Even when not applicable!
• Case contact not populated from account
• Until record saved

10. Campaigns
• Can’t add members from list views
• Switch to Classic
• Can add from record detail
• Can import via wizard
• No campaign influence
• Can’t clone campaign members
• No campaign results across hierarchies

11. Campaigns

12. Campaigns

13. Opportunity Team

14. Custom List Views

15. Custom Navigation Menu

16. Custom Navigation Menu
• Items:
• All custom/most standard objects
May open in Classic
• Custom apps
• Visualforce tabs
• Lightning Component Tabs
• Web Tabs
• Not connected apps (e.g.Gmail)

17. Custom Navigation Menu
• Respects user permissions
• Can revert to default
• One menu per profile
• Share menu across profiles
• 10 menus per org (5 for Professional)
• Up to 100 items

18. Filter Activity Timeline

19. Inline Editing

20. Calendar

21. Email Composer Popout

22. Global Actions

23. Notes

24. Other
• Custom button and links
• Content source URL supported
• Formula fields
• Hyperlinks –open in new tab
• Images –not in search results
• Communities Setup
• but not communities!

25. Other
• Environment hub
• Change record ownership
• Work orders and campaigns
• Assign to queue
• Custom objects
• Leads
• Cases
• Work orders

26. Lightning X More Information
• Existing customisations
• http://sforce.co/1SjNGaA
• Compare LightningX and Classic
• http://sforce.co/1n1iRej
• What’s not in LightningX
• http://sforce.co/1OQIMzi

27. Service Cloud

28. Live Agent
• Transfer chats to button or queue
• Separate Transfer Options
• Agent
• Button
• Skill
• Chat Transfer / Conference Messages
• Private message providing context

29. Omni Channel
• Push timeout
• Setup -> Omni Channel -> Routing Configurations
• Ensure customers aren’t left hanging
• Reroute requests if agent doesn’t respond
• Optionally set presence to unavailable
Setup -> Omni Channel -> Presence Configurations

30. Knowledge
• Per profile page layouts
• Was one for whole org
• Not used by Communication Channel
• Uses Communication Channel Mapping
• Classic only
• Read access for more licenses
• Chatter Plus
• Force.com

31. Knowledge
• Validation rules on articles
• Errors appear at top of page
• Make sure message is descriptive
• Only the first error is displayed
• All fields with validation rules must be on layout
• Can’t create or edit article otherwise

32. Mobile

33. Enhanced Charts
LightningX
Charts
Tap to see
details without
drill down
Change chart
types

34. Salesforce1
• URL custom buttons and links
• See images in notes
• See previous version of notes
• Assets are now supported
• Spell check for search results
• Showing results for ...

35. Chatter + Files

36. Chatter
• 30,000 groups per org
• Was 10,000
• Each user can join 300 groups
• Was 100
• Edit chatter post containing files or links
• LightingX supports customer groups

37. Chatter
• Banner images for groups and user profiles
• LightningX only

38. Chatter
• Broadcast Groups
• Only owners and managers can post
• Members can respond to posts
• Monitor Group Activity in Group Report –Classic only
• #Members
• #Posts
• #Comments
• #Likes
• #Questions
• #Answered Questions

39. Chatter
• Create records from Groups
• Even if record can’t be shared to group
• Refresh feed rather than whole page
• LightningX only
• Quick Actions
• Choose if posts to feed
• Custom success message

40. Files
• No longer requires chatter
• Apart from Salesforce1 downloadable applications
• Share Files and Manage Sharing in LightningX
• Google docs 1 page preview
• LightningX only
• New access level for shared files
• Set by Record
• Access to record confers access to file

41. Files
• Store uploads to record Notes/Attachments as Files
• Classic only
• Controlled by org preference
• Default is disabled
• Take care if enabling
• Code may be relying on attachments

42. Communities

43. Communities
• Updated templates in Spring 16
• Based on Lightning Components
• Will lose customizations when upgrading from pre-Winter 16
• Pre-Winter 16 support will end in Summer 16
• Chatter Lightning Components
• Maximum number of communities is 50
• Was org specific
• Restrict size and types of files for upload
• Applies across entire community

44. Communities
• Create audiences for recommendations
• New members –days since registration
• Custom list –any criteria,API only
• Up to 10 million members of a customer community
• Was 7 million
• Customer Community Notes and Attachments
• Accounts and Contacts only
• Create and Edit Reports for all Role Based external users

45. Moderation
• Increased moderation limits
• 30 keyword lists (was 10)
• 30 rules (was 10)
• Moderation supports all feed types
• Display blocked keywords in message
• Translate moderation rule messages

46. Platform

47. Platform
• Deployment during service update
• Saves test state
• Resumes after upgrade completed
• Used to restart from beginning
• Tests run in blocks so may be rerun a couple

48. Sandboxes
• More developer sandboxes
• Enterprise Edition 25 (was 1)
• Unlimited Edition 50 (was 15)
• Performance Edition 100 (was 30)
• Run script after sandbox refresh
• Sandbox copy speed improved
• Full/partial copy only
• Monitor progress of sandbox copy

49. Unit Tests
• Set created date field in unit tests
• http://bit.ly/1JcwxNt
• Test Suites
• Groups of tests for specific area
• Developer console / API only
• Automatically stop failing test runs
• Configure failure threshold
• E.g.threshold of 1 stops at 2nd failure
• Synchronous test stops immediately
• Asynchronous test stops when running tests complete

50. Data Management
• New version of data loader that supports oauth
• Data import wizard supports person accounts
• Dedicated person account wizard being retired
• Data import wizard supports campaign member status updates
• Recent import jobs section on wizard home page

51. Process Builder
• Reorder criteria through drag and drop
• Re-use names and descriptions across processes
• View field names via hover or sidebar
• Add mentions via @ symbol in message
• Used to be via separate field
• Send email alerts for tasks/events

52. Security
• Login from new device requires verification
• Even if an IP address has been seen before
• Pin locked mobile applications idle timeout
• Up to 240 minutes (was 30 minutes)
• Use with caution

53. Setup Healthcheck Tool
Your security against
baseline standard
Specific Risks
Link to se=ng

54. More information
• http://sforce.co/1StBNPx
• Release notes
• Training
• Feature videos

55. Questions?

56. Contact Us
• www.brightgen.com
• cliveplatt@brightgen.com
• 01376 519888
• @brightgen
• facebook.com/brightgen