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BrightGen's Spring 19 Salesforce Release Webinar slide deck

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Slide deck form the BrightGen Spring 19 Salesforce release webinar presented by Clive Platt (Service Manager) and Keir Bowden (CTO).

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BrightGen's Spring 19 Salesforce Release Webinar slide deck

  1. 1. We’ll be starting soon, thank you for your patience. Questions? Email webinar@brightgen.com Salesforce Release Webinar Spring‘19 Highlights
  2. 2. Your Presenters 2 Keir Bowden CTO Salesforce MVP @bob_buzzard Clive Platt Head of Service Management www.linkedin.com/in/cliveplatt/
  3. 3. Agenda ☑  Fond farewells ☑  General ☑  Sales Cloud ☑  Service Cloud ☑  Analytics ☑  Communities ☑  Chatter ☑  Mobile ☑  Customisation
  4. 4. Fond farewells
  5. 5. Fond farewells 5 •  Customizable forecasting retires Summer 20 •  Migrate to collaborative forecasts •  Original territory management retires Summer 20 •  Migrate to Enterprise Territory Management •  IE9/10 classic support ends 5th April 2019 •  IE 11 extended support for LEX ends Dec 31 2020
  6. 6. Fond farewells 6 •  Classic Einstein Analytics Designer retires July 2019 •  Can’t create dashboards in Classic as of Winter 19 •  Can edit existing dashboards •  Pardot GoodData connector retiring Feb 1 2019 •  sforce.co/2RO2qF3
  7. 7. Field History Retention 7 •  Field history data not guaranteed available after 18 months (UI) / 24 months (API) unless: •  Org creation date < June 2011 •  Purchased Field Audit Trail add-on •  Data is now being removed •  May be available for some time due to mass delete mechanism
  8. 8. General
  9. 9. Increased Data Storage ☑  Starting late March ☑  10Gb base storage ☑  Plus per-user storage ☑  Editions Contact Manager Group Essentials Professional Enterprise Performance Unlimited
  10. 10. Browser Support ☑  Lightning Experience IE11 Most recent stable Edge/Chrome/Firefox Safari 12.x ☑  Classic IE9/10/11 Most recent stable Edge/Chrome/Firefox Safari 12.x ☑  Einstein Analytics Edge IE11 Most recent stable Chrome/Firefox No support for Safari
  11. 11. Turn On Lightning Experience ☑  Critical update Winter 20 ☑  All Users with Lightning Experience User permission Standard Profiles Custom Profiles Permission Sets ☑  Switched to Lightning Experience on a weekly basis Can switch back
  12. 12. Lightning Adoption ☑  Onboarding & Assistance renamed in Setup Now Adoption Assistance ☑  Adoption Features in Sandbox Test Welcome Mat View in app prompts before users Requires Configuration
  13. 13. Custom Help Up to 15 items
  14. 14. Product Feedback Form ☑  Starting March 2019 ☑  Shown to a subset of users ☑  Feedback for Salesforce, not you ☑  Can be disabled
  15. 15. Pin List Views
  16. 16. Print Record Page
  17. 17. ☑  New question types: ◆  Net Promoter Score ◆  Ranking ☑  New question types in custom reports Winter and Spring 19 ☑  Translate Surveys ☑  Generate survey invitations for contacts/ person accounts ☑  Set expiration date on invitation Surveys
  18. 18. Sales Cloud
  19. 19. Einstein Opportunity Scoring ☑  Visible for all users ☑  Requires one paid Sales Cloud Einstein license ☑  Einstein license – score all opportunities ☑  Non-Einstein License – “limited number of opportunities” ☑  Enabled at least 30 days after Spring 19 release
  20. 20. ☑  Collaborative forecasts on product family by territory ☑  Share territory forecasts with any Salesforce user ☑  See forecasts for up to 15 months/custom fiscal periods Limit was12 Limit still 8 for quarterly forecasts Forecasting
  21. 21. ☑  Remove entire account team in LEX Used to be member by member ☑  Remove entire opportunity team in LEX Used to be member by member ☑  Transfer account in LEX Transfer owner opps, open and closed cases Choose to keep account/opportunity teams or delete Accounts and Opportunities
  22. 22. Opportunity Product Selector
  23. 23. Opportunity Product Selector
  24. 24. Email ☑  New setup to respect email privacy settings ☑  Send non-commercial email permission
  25. 25. Email ☑  Returned bounced emails to senders as attached files ☑  Email Template folder support, including nesting ☑  Template folders support search/navigation Similar to reports/dashboards
  26. 26. Close Task with a Single Click
  27. 27. Create Follow Up Tasks with a Single Click
  28. 28. Pardot ☑  Improved navigation/design to configure connector ☑  New Pardot setup assistant in LEX ☑  Marketing data sharing Choose which records sync with Pardot Define rules in Pardot ☑  User interface available in French, German and Spanish ☑  Custom tracker domains in email links and vanity URLS ☑  Ignores clicks from email security scanner IP ranges ☑  Einstein behaviour scoring Score prospects based on engagement activity
  29. 29. Service Cloud
  30. 30. Einstein Einstein Case Classification ☑  Choose picklist/checkbox fields ☑  Choose recommend or auto-populate ☑  Einstein selects based on past data Next Best Action ☑  Generally available
  31. 31. Einstein Bots ☑  Model management page Metrics on quality of bot’s intent model ☑  Channel independent bots ☑  Improved Bot performance dashboard ☑  Smarter Bots Review/override Bot classification of customer input
  32. 32. Lightning Knowledge ☑  Migration tool to move classic knowledgebase ☑  Manage articles with LEX actions Restore Edit as Draft Archive ☑  Insert article into email action Attach article files from related list Attach large files as link ☑  View related files on articles in communities
  33. 33. ☑  Skills based routing for chat and text messages ☑  Omni-Channel Supervisor in LEX Agents raise flag during a chat Supervisor provides suggestions Customers can’t see suggestions ☑  All service cloud users can view chat transcripts Previously needed Live Agent license ☑  Draft approvals for case emails in LEX Other
  34. 34. ☑  Create case form in chat setup flow Allows customers to create a case when no agents available ☑  Accept case button in LEX From case queue list views From record detail page ☑  Case hierarchy Other
  35. 35. Analytics
  36. 36. Lightning Joined Reports Generally available Not supported ☑  Subscriptions ☑  Export ☑  Conditional formatting ☑  Currency picklist selector Apply to existing report
  37. 37. Run Page GA ☑  Formerly Enhanced Run Page ☑  Up to 8 metrics ☑  Headers are sticky ☑  Drag to adjust column widths ☑  Cannot switch to legacy page
  38. 38. ☑  9 or 12 column dashboards ☑  New dashboard rows are half-height Existing dashboards unaffected ☑  Add summary formulas to Lightning Tables ☑  Lightning tables support 2 groups Was 1 ☑  Compact components – 1 row x 1 column ☑  Save as to clone dashboard Dashboards
  39. 39. Reports ☑  Subscribe to report/dashboard by group or role ☑  Filter reports on inactive picklist values Was active only ☑  View historic tracking reports in LEX Previously had to be a matrix report
  40. 40. Einstein Analytics
  41. 41. Guided Setup
  42. 42. Dataflow Filters ☑  Now support SAQL ☑  Wider range of operators ☑  Default for new filter node
  43. 43. Notifications ☑  Config moved out of scheduling ☑  Elapsed time notification
  44. 44. Einstein Data Insights GA
  45. 45. Einstein Data Insights GA
  46. 46. ☑  Create apps from templates ☑  Create dashboards from smart templates Wizard based setup ☑  Search app/dashboard templates ☑  Link pages in different dashboards ☑  Choose combo chart measure display Bar, line, stacked bar Was first measure bar, rest as lines ☑  Timeseries in explorer Apps/Dashboards
  47. 47. Einstein Discovery ☑  Create stories from Einstein Analytics datasets with up to 20 million rows Was 10 million ☑  Export story to R https://www.r-project.org/about.html ☑  Export story to Quip ☑  Deploy model to Salesforce object Map fields - identical names are mapped automatically
  48. 48. Einstein Analytics for Users ☑  Walk through studio home First time accessing From help menu ☑  Playlists in help menu/video player icons ☑  Watch onboarding videos inside welcome mat ☑  Updated iOS/Android apps
  49. 49. ☑  Google Analytics Connector Web site visitor data ☑  Test connectors at creation Previously had to use for real ☑  Event based scheduling Start dataflow after Salesforce data sync completes Einstein Analytics - Other
  50. 50. Communities
  51. 51. New Lightning Community Template ☑  Latest features require latest template ☑  Flagged in Community Builder ☑  May impact community See Salesforce Help – sforce.co/2yK07WS TEST IN SANDBOX! ☑  Update CSS selectors Navigation Menu Related Articles Trending Articles
  52. 52. Translate Feed Items
  53. 53. Missions ☑  Badges automatically awarded ☑  Members can see unearned badges ☑  Requires mission badge ☑  Custom badge image
  54. 54. Move Feed Items ☑  Subset of users System administrators Community administrators Chatter moderators ☑  Not public, broadcast only groups ☑  Preserves associated items Answers Comments Replies Topics Bookmarks Attachments ☑  Announcements persist ☑  Generates notifications ☑  Unpin pinned post to move
  55. 55. Communities Other ☑  Upvotes now count as likes Exposed on influence card ☑  Export template with locked regions retains locks ☑  Specify name for template/theme export Previously used org name ☑  Akamai CDN enabled for all communities ☑  Lightning web components supported ☑  Lightning container components supported
  56. 56. Communities Other Other ☑  Customers can request a callback ☑  Add responses to Ask, Contact Support/Ask buttons Articles and previous answers Member can cancel question if response answers it ☑  Set default feed sort order If user chooses a different one, it sticks ☑  Share folders with public links ☑  Sharing sets GA on more objects Campaigns Opportunities Orders ☑  Preview community as Guest User ☑  Allow Guest Users to upload files
  57. 57. Chatter
  58. 58. Chatter ☑  Feed sort order is sticky ☑  Add hyperlinks to posts and comments ☑  Redirects URLs are shorter ☑  Create reports on topics / posts referencing topics
  59. 59. Mobile
  60. 60. Mobile Requirements: ☑  App – Android 6+, iOS 11.3+ ☑  Browser - Chrome on Android, Safari on iOS ☑  Remove account/opportunity team ☑  Keep more related records when transferring records ☑  Sort order is sticky in communities ☑  Translate community feed items ☑  Delete push registrations when refresh tokens revoked
  61. 61. Customisation
  62. 62. Flow Builder is Generally Available
  63. 63. Process / Flow Templates ☑  Base process/flow to extend/clone ☑  Include in managed package ☑  Recommended to make inactive ☑  Not recommended to open in legacy designer Start process/flow on Salesforce error platform event ☑  Batch Apex Platform Event ☑  Platform Status Alert Event Access external data via External Objects Schedule pending process actions to execute immediately
  64. 64. New Objects ☑  Contact Point Type Consent E.g. allow contact via email but not phone ☑  Data Use Purpose ☑  Data Use Legal Basis Specify legal reason for contacting against consent ☑  Data privacy must be enabled Demographic fields on individual ☑  Occupation, Homeowner, Military Service Data Privacy
  65. 65. Change Sets
  66. 66. Lightning Apps ☑  Home page per Lightning App ☑  Switch templates in Lightning App Builder bobbuzz.me.uk/2FrZ6Zu ☑  Name regions in custom page template ☑  Rich text component uses Quill text editor
  67. 67. Lightning Components ☑  Lightning Web Components GA ☑  Lightning Components renamed Aura Components ☑  Locker service renamed Lightning Locker ☑  Default attribute value without square brackets deprecated List Set Array ☑  New date/datetime attributes on $Locale
  68. 68. Other ☑  Show toast messages from Visualforce ☑  Sandbox cloning is GA ☑  .invalid appended to user emails when sandbox created ☑  Test.stopTest Apex method Executes pending process actions Resumes flows waiting for time based resume event
  69. 69. ☑  Generally Available ☑  Based on platform events ☑  All custom and many standard objects ☑  Create/update/delete/undelete events ☑  Stored for three days Can replay ☑  Configure via Setup ☑  Migrate using metadata API Change Data Capture
  70. 70. The End
  71. 71. ☑  sforce.co/2DztJeg ☑  Release notes ☑  Webinar recordings ☑  Videos ☑  Trailhead release badge – sforce.co/2RNVU1z Release Readiness
  72. 72. Questions? Events @BrightGen.com
  73. 73. Thank you Events @BrightGen.com

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