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Spring 18 Release Webinar Deck

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Slide deck from BrightGen's Salesforce Spring 18 release webinar hosted by Keir Bowden and Clive Platt, covering the key new features of most interest to our customers.

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Spring 18 Release Webinar Deck

  1. 1. Salesforce Release Webinar Spring ‘18 Highlights We’ll be starting soon, thank you for your patience. Questions? Email webinar@brightgen.com
  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 •  Internet Explorer 11 support extended to Dec 31, 2020 Opt in, was Dec 16, 2017 •  Force.com is now Lightning Platform •  Salesforce1 is now Salesforce Mobile App •  Salesforce Mobile App legacy charts retired •  Chatter answers retired •  Chatter messenger retires March 30, 2018 •  Chatter desktop retires Summer 18
  6. 6. General
  7. 7. Store Data Privacy preferences ☑  Contacts and Leads ☑  New standard object - Individual ☑  Collecting, storing, sharing personal data ☑  Packaging personal data ☑  Deleting records and personal data ☑  Tracking geolocation and web activity ☑  Solicitation of products and services
  8. 8. ☑  Macros on most objects in LEX Needs macro utility bar component Recommended to avoid: Opportunity Products Knowledge Articles Email Message Object ☑  Quick text supports merge field Blank if not applicable Efficiency
  9. 9. Temporary Tabs
  10. 10. Customize Tabs
  11. 11. Themes
  12. 12. Custom Themes
  13. 13. Surveys ☑  Additional license fee Unless using Health Cloud ☑  Multiple question types ☑  Question and answer editor ☑  Searchable ☑  Lightning pages and communities Survey component for App/Community Builder Internal users and customers Email link to survey
  14. 14. New LEX URL format ☑  Not console apps or communities ☑  Critical update ☑  All new orgs after Spring 18 ☑  Existing orgs scheduled for Summer 18 ☑  Example: Old: /one/one.app/#/sobject/Account/home New: /lightning/o/Account/home ☑  Hardcoded references will need to change ☑  Enable and test in Sandbox!
  15. 15. Sales Cloud
  16. 16. Einstein Readiness Report
  17. 17. Opportunity scoring GA ☑  Record details, history, activities related to opportunity and account ☑  Show score on record detail and list view Lead scoring ☑  Shows key positive/negative factors ☑  Infers rank and department All Sales Cloud Einstein users have access to Sales Cloud Einstein dashboards Used to be 5 users Einstein Other
  18. 18. LinkedIn Create leads from LinkedIn Lead Gen ads ☑  When customers fill out form ☑  LEX and Classic ☑  Needs LinkedIn account connected to Salesforce ☑  Define default field values ☑  Map LinkedIn fields to Salesforce lead fields
  19. 19. Sales Other ☑  Exclude Opportunity from Lead conversion layout ☑  Use path to track campaign progress ☑  Use path to track account Choose your own picklist field ☑  View account/contact hierarchy from header ☑  Opportunity splits in LEX ☑  Custom actions on products ☑  Add up to 50 products to pricebook in one go ☑  Last pricebook used is first option on next Opportunity ☑  Prevent read receipts in Salesforce inbox
  20. 20. Sales Other List view emails ☑  Edit email signature before sending ☑  See remaining email limit in composer ☑  Browser’s spell checker in email composer ☑  See 5 MRU templates ☑  Define size of activity timeline ☑  Clear All button on reminders ☑  Auto add meetings to contact/lead records
  21. 21. Duplicate Jobs ☑  Performance/Unlimited Edition only ☑  Background job to search for duplicates ☑  Business/person accounts, contacts or leads ☑  Standard or custom matching rules ☑  Email notification when complete ☑  Merge from results page
  22. 22. Service Cloud
  23. 23. Knowledge Classic and LEX ☑  Add article content to case emails ☑  Knowledge in live agent chat ☑  Approvals process for draft articles ☑  Reassign draft articles
  24. 24. ☑  Setup flow in LEX ☑  Supervisor mode supported in LEX ☑  Triggers on Agent Work and Service Presence ☑  Workflow on Agent Work and Service Presence ☑  Increased routing limits 30,000 work items/hour (was 15,000) 100,000 total queued work items (was 30,000) Omni-Channel
  25. 25. Service Cloud Other ☑  Mass quick actions for Cases/Leads/Custom Objects e.g. add a comment to many open cases Up to 200 at a time Enable through List View Search Layout ☑  Search emails in Salesforce Global search in LEX Bcc/Cc/From/To Address, Subject, Text Body Long/Rich/TextArea, Text, Phone, Email custom fields ☑  Case Path Choose your picklist
  26. 26. Analytics
  27. 27. LEX Dashboard Tables Up to 200 rows Up to 10 columns
  28. 28. Dashboard Themes
  29. 29. Analytics - Other ☑  Folders supported in search ☑  Line/bar charts in dashboards support 1000 groups Was 500 ☑  Totals and percentages on donut charts ☑  Dashboard subscriptions Email updates Schedule refreshes
  30. 30. Communities
  31. 31. New Lightning Community Template ☑  All future enhancements will be made to this template! ☑  May impact community See Salesforce Help – sforce.co/2DMg4iq TEST IN SANDBOX! ☑  Set audiences at component level ☑  Upgraded leaderboard ☑  Trending articles by topic ☑  Additional theme settings
  32. 32. ☑  Integrated with communities ☑  Start journey based on event, e.g. New community user Case created New chatter post ☑  Or target audience, e.g. Members inactive for ‘n’ days Members of same chatter group Members with high reputation Journey Builder
  33. 33. Communities - Other ☑  Use CRM fields to target audience ☑  Up to 8 navigational levels (was 3) ☑  Community users can self-deactivate ☑  Critical update – remove instance names from URLs when MyDomain activated Scheduled for March 16 2019 ☑  Community builder multi-language support
  34. 34. Chatter
  35. 35. Chatter - Following ☑  Limit what I follow on orgs < Winter ’16 All newer orgs already enabled ☑  Keir Bowden posts to Clive Platt’s feed, only seen by Clive Platt Users who follow Keir Bowden Users who are @mentioned Not users who follow Clive Platt ☑  Unless org has opted out of auto-enabling Contact support
  36. 36. Share Links
  37. 37. Chatter - Other ☑  In app notifications for group mentions Email on every post must be set ☑  Filters stick to feeds ☑  Process builder and workflow rules for Groups Group Membership Topics Topic Assignments ☑  Use hashtags in polls/thanks ☑  File preview on mobile
  38. 38. Mobile
  39. 39. Salesforce App ☑  Users in assigned territories related list on accounts ☑  Legacy charts retired ☑  Push notifications for group mentions ☑  Feeds tab on record renamed Chatter
  40. 40. Customisation
  41. 41. Edit Lightning Apps
  42. 42. Manage Lightning Pages
  43. 43. ☑  App and Home page support Aren’t associated with records Filter on items like User and Client ☑  Record pages enhanced Related object fields Other object fields – e.g. User Conditional Filtering
  44. 44. Accordion Component ☑  Collapsible sections ☑  Max 25 sections ☑  Recommended limit is 10 ☑  Multiple components per section ☑  Useful for sidebars
  45. 45. Experience Based Action Overrides
  46. 46. Health Check ☑  New settings: Require Secure Connections (https) for all 3rd-party domains (H) Enable Content Security Policy project for email templates (M) Enable XSS protection (M) Enable Content Sniffing protection (M) Require identity verification during 2-factor auth registration (L) Require identity verification for change of email address (L) ☑  Update a custom baseline with new settings
  47. 47. Customisation - Other 48 •  Warn users before taken outside Salesforce Setup -> Session Settings -> Redirections •  @AuraEnabled apex classes default to without sharing Was with sharing - may allow users to see additional records Critical update – enabled in new orgs, enabled for all after Winter 19 •  REST API access for <lightning:container> apps revoked Feb 10 •  <style> tag disallowed in components API 42+ •  Platform cache available in LEX •  New System.List methods – contains and indexOf
  48. 48. The End
  49. 49. ☑  sforce.co/2wZqNAS ☑  Release notes ☑  Webinar recordings ☑  Videos ☑  Trailmix (February) ☑  Trailhead release badge (February) Release Readiness
  50. 50. Questions? Events @BrightGen.com
  51. 51. On-demand Support, Ongoing Improvements Service Management from BrightGen Helping you make the most of Salesforce Join the Webinar Wednesday 7th February 16:00 www2.brightgen.com/ SalesforceSupportWebinar
  52. 52. Thank you Events @BrightGen.com

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