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BrightGen's Summer 17 Salesforce Release Webinar

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BrightGen's webinar on the summer 17 Salesforce release, showcasing the new features of benefit to our customers.

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BrightGen's Summer 17 Salesforce Release Webinar

  1. 1. Agenda • Salesforce Summer 17 Release • Fond Farewells • Sales Cloud • Analytics • Service Cloud • Mobile • Chatter • Communities • Platform • Q&A
  2. 2. Fond Farewells
  3. 3. Housekeeping -Fond Farewells • Cloud Scheduler retires in Winter 18 • Chatter Answers retires in Winter 18 • Switch to Chatter Questions • sforce.co/2riSRAi • Mobile Classic retires Dec 1 2017 • Removed from App/Play Store • Will stop working!
  4. 4. Housekeeping -Notices • Rich Text Editor back for locker service • Top favourites removed from LEX • Web to Lead/Case endpoints changing • sforce.co/2hTx8ts
  5. 5. Sales Cloud
  6. 6. Sales Cloud • Retain related files/records when converting a lead • Opportunity Stage History in LEX • Path on Contracts and Orders • Path displays with key fields/guidance closed • Can enable remember user’s preferences • Delete charts from list view
  7. 7. Sales Cloud • View contact hierarchy in LEX • Customize hierarchy columns displayed • Prefill Contact information from Account in LEX • Mailing Address,Phone and Fax • Text,HTML and Letterhead Email Templates supported in LEX • Not Visualforce • Expand activity timeline elements • Can take actions from expanded emails
  8. 8. Notes
  9. 9. Kanban • Kanban view for knowledge and social persona • Summarise by numeric fields • Previously currency only • Group by record owner • Change record owner by dragging
  10. 10. Analytics
  11. 11. Dashboard Filters
  12. 12. Dashboard Component
  13. 13. Subscribe Users to Reports
  14. 14. Stale Dashboard
  15. 15. Service Cloud
  16. 16. Lightning Knowledge is GA • Setup in LEX • Previously classic only • Supported in Customer Service (Napili) template • Articles display in Salesforce1 • Knowledge record home page • Limitations • Can’t disable • Can’t enable if multiple article types,multi-language org • Recommended < 300 data categories
  17. 17. Mobile
  18. 18. Salesforce1 Hardware • Operating System • Android 4.4+ (installed and mobile browser) • iOS 10.0+ (installed and mobile browser) • Windows 10 (mobile browser only) • Windows 8.1 (mobile browser only) • Mobile Browser • Google Chrome on Android • Safari on iOS • Edge on Windows 10 • IE11 on Windows 8.1
  19. 19. Search Results
  20. 20. Other • Tag posts and comments with topics • Legacy charts will retire starting Winter 18 • Salesforce Mobile Classic retires on 1st Dec 2017
  21. 21. Chatter
  22. 22. Streams Home Page
  23. 23. Streams • Create up to 100 streams • Chatter home lists 5 most recent • Choose notifications
  24. 24. Streams • Follow button includes streams • Choose whether to include feed tracked changes
  25. 25. Other • Company Highlights Feed is now default • New users • Users following < 10 items • New group filter to show unread posts
  26. 26. Files • Access Libraries in Files is GA • Need CRM Content permissions to create • Create in classic only • Folders are now GA
  27. 27. Files • Validation rules on files • Lightning Delivery Player in LEX • Right click to open in new tab in LEX • Drag files on to Attachments or Files Related List in LEX
  28. 28. Communities
  29. 29. Partner Central • Lightning Bolt template for Partner Communities • sforce.co/2rXBtyG
  30. 30. Communities in Change Sets • Updates only • Completely overwrites the target community • Navigation menu items supported • List view links reset to default • Custom list views not included as dependencies • Page variations/audience targeting not supported • Navigational and featured topics not supported
  31. 31. Other • Koa / Kokua no longer available to create new communities • Existing communities still supported • Use Customer Service (Napili) instead • New Community Management AppExchange package • Service Community Scorecard • Participation reports • Available after Summer 17 goes live
  32. 32. Platform
  33. 33. Platform • Add flows to Lightning pages • Right Click to open new tab in setup • Einstein recommendations • Object Home tab in setup
  34. 34. Approvals • Reassign approval requests in Salesforce1 and LEX • Recall approval requests in Salesforce1 and LEX • View approval comments in Salesforce1
  35. 35. Platform • Formula based default picklist values • Overrides default value • Field level for global value sets
  36. 36. Lightning Components • Locker service enforced for API v40 and above • bobbuzz.me.uk/2pgN9NY • Override standard actions with lightning components • Improved error panel for client side exceptions
  37. 37. Other • Browser notification when session is about to expire • Healthcheck custom baselines are now GA • http://bobbuzz.me.uk/2pQHXRN • Visualforce page metrics via SOAP API
  38. 38. More information • sforce.co/2qjKZ2e • Release notes • Training • Demo videos
  39. 39. Just one more thing
  40. 40. Questions?
  41. 41. Service Management Event • 14th June,Salesforce Tower • Tour of Service Management offering • Customer guest speaker • Sign up at : www2.brightgen.com/SalesforceSupportEvent
  42. 42. Contact Us • www.brightgen.com • cliveplatt@brightgen.com • 01376 520578 • @brightgen • facebook.com/brightgen

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