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Summer 18 Release Webinar

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Slide deck from BrightGen's Salesforce Summer 18 Release Webinar presented by CTO Keir Bowden and Head of Service Clive Platt

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Summer 18 Release Webinar

  1. 1. We’ll be starting soon, thank you for your patience. Questions? Email webinar@brightgen.com Salesforce Release Webinar Summer ‘18 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 ☑ Tearful goodbyes ☑ General ☑ Sales Cloud ☑ Service Cloud ☑ Analytics ☑ Communities ☑ Chatter ☑ Mobile ☑ Customisation
  4. 4. Tearful goodbyes
  5. 5. Tearful goodbyes 5 • Force.com is now Lightning Platform • Force.com IDE2 Beta is retired • Chatter messenger retired March 30, 2018 • Chatter desktop retires Summer 18
  6. 6. General
  7. 7. Browser Support ☑ Support for IE11 extended to Dec 31, 2020 ☑ Lightning Experience IE11 Most recent stable Edge/Chrome/Firefox Safari 11.x ☑ Classic IE9/10/11 Most recent stable Edge/Chrome/Firefox Safari 11.x ☑ Einstein Analytics Edge IE11 Most recent stable Chrome/Firefox No support for Safari
  8. 8. Lightning Adoption
  9. 9. Better in Lightning
  10. 10. Lightning Usage Report ☑ Daily/monthly active users LEX Mobile ☑ # Users switching ☑ Browsers used ☑ Most viewed pages
  11. 11. New LEX URL format ☑ Not communities ☑ All new orgs after Spring 18 ☑ Existing orgs Summer 18 ☑ Example: Old: /one/one.app/#/sobject/Account/home New: /lightning/o/Account/home ☑ Hardcoded references will need to change
  12. 12. Navigation Bar Personalisation
  13. 13. Search ☑ Limit to specific objects ☑ Search result filters ☑ List email searchable
  14. 14. Surveys ☑ Tailor survey questions based on responses ☑ Copy a survey ☑ View contact's survey invitations ☑ Ratings scale is now 1-10 was 1-5
  15. 15. Sales Cloud
  16. 16. Generally Available, requires: ☑ Collaborative forecasting and forecast hierarchy ☑ 2 years of opportunity history (standard object/fields) ☑ Forecast by month using revenue forecast type ☑ Standard fiscal year Einstein Forecasting
  17. 17. Einstein Forecasting
  18. 18. ☑ Opportunity scoring - available for report types ☑ Lead scoring - specify fields to ignore ☑ Automated contacts - all suggestions in one location ☑ Insights Based on activities without a connected email Available in sandbox Einstein Other
  19. 19. Campaigns ☑ Control access to campaign members ☑ Add all account contacts to a campaign ☑ Filter lead/contact list views by campaign ☑ Send list emails to campaign members ☑ View campaign hierarchy from header
  20. 20. Path ☑ Supported for contacts Driven by custom picklist Stages that reflect contact journey ☑ Update dependent picklists from path
  21. 21. ☑ Task copies Assign to multiple users/groups Each user/group gets own task ☑ More filters in activity timeline ☑ Predefined subjectsTasks
  22. 22. Task Views
  23. 23. Task Split View
  24. 24. Email ☑ Drag and drop files into emails ☑ Add HTML to Lightning Email Templates ☑ Use Visualforce email templates in LEX ☑ Email templates classic setup node renamed Now Classic Email Templates
  25. 25. Lightning Email Templates
  26. 26. Service Cloud
  27. 27. Cases ☑ Private drafts for case emails ☑ Add internal comments when closing case ☑ Case comments supported in global search ☑ Case teams in Lightning Experience
  28. 28. Omni-Channel ☑ Skills based routing GA ☑ Transfer work item to another skill set ☑ Omni-channel setup in LEX ☑ New vs My Work
  29. 29. ☑ Alternative to Salesforce App ☑ Android 5+ ☑ iPhone iOS 11+ ☑ Not optimised for iPad Service Cloud Mobile
  30. 30. Analytics
  31. 31. Reports ☑ Lightning Experience Report Builder is GA ☑ Filter field history reports by old and new values ☑ Report charts represent all data Not 2000 records report is limited to ☑ Feature Parity Group dates by custom granularity Picklist filters accept null values Custom date ranges can be open ended Date ranges accept entered values Joined reports is in beta
  32. 32. Dashboards ☑ Add target links to dashboard components ☑ Add subscribers to dashboards ☑ Use report chart in dashboard component ☑ Show chatter photos on horizontal bar charts Leaderboards
  33. 33. Communities
  34. 34. New Lightning Community Template ☑ Latest features require latest template ☑ May impact community See Salesforce Help – sforce.co/2DMg4iq TEST IN SANDBOX! ☑ Language picker changes ☑ Property editor improvements
  35. 35. Communities ☑ Customer Service (Napili) is now Customer Service ☑ Change theme from community builder ☑ Progressive rendering Assign components to highest, high, neutral ☑ Delete unused audiences ☑ Save navigation and tile menus as draft ☑ Control what is indexed by search engines
  36. 36. Let users pause and resume flows 36
  37. 37. Activity Timeline in Communities ☑ Accounts ☑ Campaigns ☑ Contacts ☑ Contracts ☑ Leads ☑ Opportunities ☑ Orders ☑ Quotes ☑ Activity-enabled custom objects
  38. 38. Communities - Other ☑ Allow community members to author knowledge articles ☑ Brand lockout email templates ☑ Pin up to three posts per chatter feed ☑ Close a chatter conversation
  39. 39. Communities Security ☑ Administrator initiated password links valid for 24 hours Did not expire before Summer 18 ☑ Forgot password links can persist Until password reset is confirmed Used to expire as soon as clicked ☑ Expire community links in welcome emails ☑ Custom head markup must be valid to function/save Enforced Summer 19
  40. 40. Chatter
  41. 41. Chatter ☑ Chatter desktop retires in June ☑ Show Trailhead badges in user profile ☑ Pin post to feed is GA Setup -> Chatter -> Allow post pinning Up to three posts ☑ Link records from a post or comment
  42. 42. Mobile
  43. 43. Mobile ☑ Rich text in mobile browser app ☑ Share posts, polls and questions in mobile browser app ☑ What's different : sforce.co/2J6rsL5
  44. 44. Customisation
  45. 45. Privacy ☑ Determine which record to retain when merging Option to retain most recently modified Individual ☑ Individual is a first class sobject Custom buttons, actions and links Record types Workflow and process builder Undelete support ☑ Obfuscate users at their request Unrecoverable
  46. 46. Healthcheck Grades ☑ Excellent - 90% + ☑ Very Good - 80-89% ☑ Good - 70-79% ☑ Poor - 55-69% ☑ Very Poor - <= 54%
  47. 47. ☑ Local actions Execute Lightning Component controller 'invoke' method ☑ Flow Stages Track progress ☑ Debug flow in designer Flow runs! ☑ Process and flow error emails Define recipients Includes org name and ID Flow
  48. 48. Lightning Components ☑ Debug mode is per user ☑ URL Addressable Components bobbuzz.me.uk/2I901kh ☑ Postponed 'with sharing' critical update ☑ Broken components don't break app builder Removed and error displayed
  49. 49. LEX Stylesheets in Visualforce
  50. 50. Time Field ☑ Timestamp without the date ☑ Time that isn't specific to a date E.g. working hours ☑ LEX and mobile time fields as picklists ☑ Use milliseconds in formulas, E.g. add one hour My_Time_Field__c + 3600000
  51. 51. ☑ Record type developer name via describe ☑ Clear Visualforce page messages when testing ☑ Compile on deploy is GA ☑ Debug log size increased to 5Mb Logs deleted after 24 hours Code
  52. 52. Apex Switch Statement 52
  53. 53. Other ☑ Rename MyDomain at will No need to contact Salesforce Not in trial/sandbox orgs ☑ Override sender for approval request emails ☑ Use formula to set picklist value for actions ☑ Opt out of code coverage when executing tests
  54. 54. The End
  55. 55. ☑ sforce.co/2kqJAS0 ☑ Release notes ☑ Webinar recordings ☑ Videos ☑ Trailhead release badge - sforce.co/2J8ruSA Release Readiness
  56. 56. Questions? Events @BrightGen.com
  57. 57. Service Management Event ☑ Tuesday 3rd July, 15:30 ☑ Salesforce Tower, 110 Bishopsgate ☑ Hear from BrightGen and Cristina Bran of GNM ☑ Signup : bit.ly/2GcRcQl
  58. 58. Thank you Events @BrightGen.com

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