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Salesforce Spring 17 Release Overview

Roy Gilad
Roy Gilad

This presentation was made by Salesforce.com, inc. (Release Readiness Team). This a short (only ~270 slides) summary of the features developed. For more info please check: https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/salesforce_release_notes.htm

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Spring ‘17 Release Overview Deck Created by Salesforce Release Readiness Team
Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
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Sales Cloud Spring ‘17
Available for an extra cost in: Enterprise and Unlimited Editions https://releasenotes.docs.salesforce.com/en- us/spring17/release-notes/rn_sales_einstein.htm Introducing Sales Cloud Einstein
Maximize sales with intelligence from lead to cash Discover Sales Insights Lead Insights | Opportunity Insights | Activity Insights Predict Behavior Predictive Lead Scores | Smart Lists | Forecast Validation Recommend High Value Actions Next Best Actions | Recommended Connections Automate Productivity Auto Data Capture | Contextual Insights Sales Cloud Einstein Introducing +21%faster sales cycle times
`` Sales Cloud Einstein - Spring ‘17 Maximize sales with intelligence from lead to cash Predictive Lead Scoring Smart Lead Lists | Top Predictive Factors | Score-driven Workflow Opportunity Insights Predictions | Sentiment Analysis | Alerts | Recommended Next Steps Automated Activity Capture Email & Calendar Sync | O365 & Gmail | Account Insights Business Media Monitoring | Key Business Developments Coming soon!
Automated Activity Capture Integration with Gmail and Office 365 Connect to common productivity solutions easily Automatic Email and Calendar Sync Capture every email / meeting created in Gmail or O365 Einstein-ready Activity Data Create complete dataset for better recommendations Automated Activity Capture Bring the power of CRM to email and eliminate data entry
Display automatically logged emails and events on Leads, Contacts, Accounts, Person Accounts, and Opportunities Automatically logged email Automatically logged event
Set email privacy controls Emails can be: ● Not Shared ● Shared with Everyone ● Shared with specific Groups Use Groups to specify email and event sharing rules
Reply & forward emails from within Salesforce Choose Reply, Reply All, or Forward from this menu, and an email composer window pops up on the right hand side
Blacklist specific email domains and email addresses Specify domains and individual email addresses so that these emails will never be displayed in Salesforce Users can specify individual email addresses in User Settings so that these emails will never be displayed in Salesforce Admins can Blacklist specific email domains and email addresses for all users
Predictive Lead Scoring Smart Lead Lists Sales reps can easily prioritize their lead lists by predictive lead score so they can surface the best leads quickly Custom Lead Score-driven Workflows It’s easy to assign tasks based on predictive lead score, which means that all leads receive an appropriate follow-up action Lead Score Reporting Measure performance by predictive lead score to understand metrics like quantity of high vs. low score leads, and lead disposition by lead score Predictive Lead Scoring Convert more leads faster
Opportunity and Account Insights on the Home Page Sales reps can see all the insights related to their deals on the Home Page Predictive Insights - Know which opportunities are Unlikely to close in time, More likely to be won or Less likely to be won Account Insights Feedback dropdown Insight details and related activity Recommended actions Smart follow ups – get reminded to follow up when a prospect is unresponsive
Maximize every selling moment with Opportunity Insights Stay on top of important deals with predictions, recommendations, and reminders Reps can view the insights, drill down the rationale, and evaluate the supporting activities/emails within the context of working on the opportunity You can also customize list views to show insights Sales managers can identify opportunities at risk and avert deal disasters before it’s too late
Core Sales
Account Hierarchy in Lightning https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_accounts_hierarchy.htm
Visualize Account Relationships by Using Account Hierarchy The account you entered the hierarchy from is visually highlighted Clicking on the account name takes you to that account record home By default, the columns displayed on on the hierarchy are those configured in the Recently Viewed Account list view.
Visualize Account Relationships New action to view Account Hierarchy on Account record View account hierarchy from actions on Account record home
Customize Account Hierarchy Columns Show the account fields that matter most to your sales teams If the hierarchy columns don’t show the information that your sales reps need, you can customize them independently via the Object Manager
Account Hierarchy in Lightning Experience Sample use cases Role Use Case Example Account Hierarchy Sales Rep More account context to help work a deal Sales rep is working on an account. He views the account hierarchy to find related accounts in the org. He can see who the account owners are and see products those accounts have already purchased. Account Hierarchy Sales Op / manager Account / opportunity assignments Sales Op / manager can look at the account hierarchy to decide how best to assign opportunity / accounts to their team. He/She can quickly scan how many related accounts there are, where they are located, etc.
Person Accounts https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_accounts_person_accounts.htm
Customizable Lightning Pages for Person Accounts Person Account enhancements continue Create custom layouts for Person Accounts Record Types in Lightning Also in this release: • Duplicate Management support • Support for Person Accounts in Professional Edition
Leads and Lead Convert https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_leads.htm
Leads in Lightning - Map lead custom fields Map lead custom fields to multiple objects: Account, Contact, Opportunity Lead fields can be mapped to multiple target objects Lead Fields Map custom lead fields to custom fields on accounts, contacts, and opportunities to populate these fields automatically when sales reps convert leads Target object Available fields limited to match type of the source in the lead record
Manage Leads Faster in Lightning Experience Update multiple leads from the list page Select new valid status Dropdown menu shows “Change Status” selection Select from list of leads - up to 200 Workflow and triggers fire during status update
View Converted Leads Allow users to view and edit converted leads Converted Leads Converted Lead view enabled via new User Permission Converted Leads show as Lead and Contact in Recent Items Converted Leads show as Lead and Contact in Recent Items Detail page shows converted status
View Converted Leads Converted Lead view enabled via new User Permission Check to View/Edit Converted Leads App Permissions Permission set
Leads in Lightning – Apply Assignment rules Assign leads on create or edit record using active assignment rules When adding leads, marketing and sales users can now have them automatically assigned using lead assignment rules by selecting “Assign using active assignment rules” in Lightning Experience.
Campaigns in Lightning Experience https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_features_core_campaigns.htm
Campaign Hierarchy Preview Analyze and report on the health of your related campaigns “View Campaign Hierarchy” action on page layout. Navigate from “View Campaign Hierarchy” action to visualize parent-child relationships across a hierarchy.
Set-Up Hierarchy Columns in Object Manager Choose which fields to show in the preview using the Object Manager in Setup. Edit columns that display and save.
Campaign Hierarchy Related List & Drill-in Analyze and report on the health of your related campaigns Related list preview, reads from Campaign Hierarchy related list layout Related list drill-in to see all columns configured for the Campaign Hierarchy related list layout
Drill-down to the detail you need Campaign Hierarchy Related List & Drill-in In both Classic and Lightning, labels correspond to “Number in Campaign” or “Number in Hierarchy” Related List Properties now include fields for ‘in Campaign” and “in Hierarchy”
Campaign Member Statuses Related List Track Campaign Member engagement Add new statuses, edit existing statuses, set default values, and remove statuses that are no longer being used Define which statuses represent a response by the campaign member. Add “Campaign Member Statuses” as a Related List to the Campaign page layout
Mass Actions on Campaign Member Related List Manage Campaign Members faster with Mass Actions Supported Mass Actions: “Add Leads” “Add Contacts” “Manage Campaign Members” “Import Leads & Contacts” Select 1 or many campaign members to “Update Status” or ”Remove” from Campaign Supported Mass Actions: “Add Leads” “Add Contacts” “Manage Campaign Members” “Import Leads & Contacts” Use existing list views to select Leads or Contacts to add to the campaign
Mass Actions on Campaign Members: Import Tools Update campaign member statuses for existing campaign members Add new leads/contacts as campaign members and update statuses
Sample Use Cases Role Use Case Example Campaign Hierarchy Preview Marketing Managers will reap benefits from streamlined campaign organization. Group campaigns within a specific marketing program or initiative. I want to organize marketing initiatives by channel or any other dimension. Campaign Hierarchy Related List Marketing Managers will be able to quickly analyze results of marketing initiatives. Analyze and report on the health of related campaigns. I would like to see the performance of all campaigns in a specific hierarchy roll-up. Campaign Member Statuses Admins and Marketing Managers will be able to track prospect engagement. Define campaign member status values. I would like to track how a lead, contact, or person account has engaged with a campaign. Campaign Member Mass Actions Marketing Managers and Sales Reps will be able to target prospects for campaigns in bulk. Manage multiple campaign members at once. I would like to add, edit, or remove leads, contacts, or person accounts from a campaign.
Collaborative Forecasting https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_features_core_forecasts.htm
Collaborative Forecasting comes to Lightning Experience Run your forecast calls in Lightning – no need to toggle back to Classic Help teams project sales revenue and quantities from the opportunity pipeline, including opportunity splits and custom opportunity currency fields, without switching to Salesforce Classic. From Setup, use App Manager to add a Forecasts tab for your users, and you’re ready to go! Forecasts Tab Get a summary of your sales forecasts and related opportunities
Most features now available in Lightning. View Subordinates Forecasts Insert/Edit Forecasting Adjustments Change Forecast Display Settings Show a rep’s user profile photo next to the rep’s name
Opportunity Products in Lightning https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_features_core_oppty_sfx.htm
Product Selector Quickly add and edit multiple products to your opportunities Step 1: Add Step 2: Edit Save time by adding up to 50 products to opportunities in one go, and editing up to 200. When reps edit products, they can go back to add more products without losing their changes. Reps can also perform multiple searches without losing their previous selections. When adding products, quantity and description are maintained even if you return to the Product Search before finalizing your changes. Search for Products by Name, Description, Code, and Custom Fields Edit/Update multiple Products already associated to an Opportunity See which products you’ve already selected to add
Orders in Lightning https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_features_core_orders.htm
Orders now in Lightning Experience Sales users can view and create Orders in Lightning and Salesforce1* Orders tab Use Chatter to collaborate during the order management process Manage email, events, logged calls, and tasks in the activity timeline Work with order products, reduction orders, and more
Quotes in Lightning https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_features_core_quotes.htm
Do more with Quotes in Lightning Experience improved quote management with the new Quotes tab* Quotes tab Easily view quotes in a single list Get the big picture with Quotes Kanban
Add Path to track quotes throughout your sales process Make it easy for your teams to email quotes without switching to Classic Easily create and email quote PDFs Quote path added to track quote activity Add multiple products to a quote
Sales Path is now Path https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_features_core_path.htm
Path for Quotes and Custom Objects in Lightning Determine and customize the process records go through Bring key fields front and center Coach your reps with relevant information for each step of your business process Highlight a custom business process Custom Delivery Object!
Maintain Data Integrity Path Page Layout - Required Fields are now respected Closed has a required dependent field: Reason Lost Toast Error will let users know that they have a required dependent field associated to their path.
Duplicate Management in Lightning https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_duplicatemgmt.htm
Find and Merge Duplicate Contacts and Accounts Show your sales reps a list of potential duplicates Surface potential duplicates on record home– no more need to click & search Fields determined by Search Results layout Focus on just the fields that are different
Sales Productivity
Favorites in Lightning Experience https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_general_favorites.htm
When adding a favorite, a green “toast” message appears and offers a link to rename the title of the favorite to something more memorable. Highlighted (blue star) - the current view is already a favorite Quickly access important records, lists, groups, dashboards, and other frequently used pages in Salesforce Favorites List Create Shortcuts to your top Salesforce Pages with Favorites Users can curate and maintain their own personal list of useful content Star button Click to add the current page to your favorites
What CAN be Favorited in Spring ‘17? Keep these considerations in mind when working with Favorites When something in Lightning can be favorited, the star icon will be “solid”. When something can’t be favorited, the star icon will be disabled and a tooltip hover will explain that you can’t favorite this content. Favorites are managed by individual users only. They can’t be shared or edited by Salesforce admins. See the release notes for further details on what can and can’t be favorited. You can have up to 200 favorites, which support the following types of content:  Record home for standard and custom objects (including Visualforce overrides of these record views)  Lists  Dashboards  Reports  Chatter groups Note: You can’t favorite list views on the Reports, Dashboards, Files, Tasks, and Notes tabs.
Lightning Sales Console (Beta) https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_console_lex.htm
Lightning Sales Console (Beta) All of your sales tools, all on one screen Related lists Record Highlights Utility Bar Record Workspace Make your sales reps more efficient and productive • Open multiple records at once • Work through lists e.g. Leads, Contacts, or other standard or custom objects
Switch between Workspaces and Subtabs Great alternative to “right clicking” and opening multiple browser tabs! Workspace tabs Subtabs Quickly access tools to help complete common tasks like taking notes and viewing recent history
Here's what you get in the standard Sales Console app Objects in the default App A navigation-friendly three-column layout for the objects you rely on most—accounts, contacts, leads, and opportunities. Admins can add/modify the list in App Manager and add your own branding Use the Lightning App Builder to customize specific page layouts. For example, if you use Pardot, you’ll need to add the Engagement History component to the appropriate page layouts
Sample Use Cases Helps sales reps work through a list of records - whether Leads, Contacts, or other standard or custom objects Role Use Case Example Sales Console Inside Sales Reps / Sales Development Reps Qualify a list of Leads Work through a list of leads in the console, using the Workspace, Subtabs, and Utilities to capture qualification information. Sales Console Account Managers / Relationship Managers Call a list of Contacts Work through a list of leads in the console, using the Workspace, Subtabs, and Utilities to capture qualification information. Sales Console Users View several Salesforce records in one screen Open up several Salesforce records at once and toggle between the Workspaces
Lightning Voice https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_voice_parent.htm
Log Calls in the Activity Composer Automatically Logging calls is even easier now that your sales reps can log calls automatically Simply select Auto-log to have the call details added to the activity timeline without any manual input or additional clicks for the sales rep. When unchecked, it will open the log-a-call panel.
Organize Your Calls with a Call List (Beta) User can create a call list from mass action on Leads list view Keep a running list of the calls you need to make in a single, convenient place To create a call list, select leads from the lead page, and click Create Call List The call list is currently limited to leads Power dialing down the call list with one click No need to switch back to the list view in order to make the next call
No need to fret over missed calls! Lightning Voice now supports personal voicemail Sales reps can see the calls they’ve missed and play voicemail messages directly in Salesforce. When receiving an incoming call, it can now go to a personal voicemail inbox. Reps get notified about new voicemail messages in the notifications window, and they can play messages in the call panel. Voicemail feature is default off and can be turned on by admin via Setup
See the real-time status of the network bandwidth quality for calls placed with Lightning Voice. The indicator has 3 states: Green, Orange, and Red, indicating the internet bandwidth strength. It allows user to move to an area with stronger bandwidth. See Call Quality at a Glance Network Bandwidth Indicator
Kanban in Lightning https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_features_prod_kanban.htm
Kanban on Custom Objects Display records visually on (almost) any list view Custom objects can toggle to Kanban and access Kanban Settings
Customize your Kanban Settings in List View Controls Choose your Summarize By and Group By field for standard and custom objects Reconfigure any Kanban view on the fly, selecting other fields on which to create columns and summaries.  Select a numerical field to summarize, or select None to remove the summary from the Kanban view.  Select a picklist to Group By to determine how your records are organized into columns.
Load Kanban for every list View Multiple Record Types Multiple Record Types appear as tabs on Kanban No more filtering by record types just to load up the Kanban view. Easily switch between record types using subtabs. Only Record Types that have the field selected as the Group By field on its page layout will appear
Sample Use Cases Role Use Case Example Kanban View Sales Rep Visually see the progress of your work. • I want to know what I need to do and when. • I want to see a high level view of all my leads, contracts, or campaigns by stage. • I want to see a count of all my records per stage. • I want to easily change the stage of a lead, contract or campaign by dragging a card from one column to the next. • I want to see the top 4 fields display on each card. Kanban View Sales Manager Get a high level view of what your team is working on. • I want to see all my rep’s opportunities and see which one needs my attention. • I want to see which part of pipeline I need to focus on by the total amount. • I want to easily change the stage or add an activity during my 1:1 with my reps. Kanban Settings Sales Rep Customize how you want to view your work • I want to view my Accounts by a custom picklist field I created • I want to summarize all the projects I have in a certain stage by Billing Rate Multiple Record Types Sales Rep Improved experience when choosing Kanban from a List View that has records with multiple record types • I want to load Kanban immediately when toggling from Grid view to Kanban view with a list that has multiple record types.
Lightning Email Experience https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_productivity_emailintro.htm
Quickly send an email from anywhere in Lightning The Lightning Email Composer has been replaced with the Send Email action Send an email from anywhere using the Global Actions menu. You can also use templates, merge fields and email logging for any object that is activity-enabled. More than one Send Email action can be added to an object to match your business processes
Customizable Send Email Quick Action Customize the email composer to match your business processes Here, the Applicant custom object tracks job applicants and the email composer has been customized to streamline the process by predefining the To, Cc and Bcc fields and removing them from the layout One common way to standardize emails is to predefine the Subject line. For example, the subject could be “Thanks for your inquiry” when responding to an applicant’s email Because an object can have multiple Send Email actions, you can set up two Send Email actions for your recruiters: a Send Email action titled “Recruit” and another titled “Welcome”. The Welcome Send Email action would customize the Send Email action to include fields for information on joining your company. Your company’s recruiters can send emails more efficiently, with on-target content.
Email Quick Action templates & merge fields More Context-Sensitive Merge Fields Merge fields and templates are now contextual based on either the related to record, or the first contact or lead (new in Spring ‘17). This allows contact merge fields while logging the email against a campaign for example. There is also merge field support for Person Accounts When selecting an email template, the list of available templates only displays templates that apply to the first email recipient or the item in the Related To field.
Send emails using Org-Wide Addresses The Email Quick Action allows users to send emails using Organization-wide addresses across all activity-enabled objects. You can now use Organization- Wide Addresses to match your business processes. Example: Send an email using a general sales email address instead of your work email address.
Sample Use Cases Helps sales reps work through a list of records - whether Leads, Contacts, or other standard or custom objects Role Use Case Example Send email quick action Users Qualify a list of Leads Work through a list of leads in the console, using the Workspace, Subtabs, and Utilities to capture qualification information. Customizable email composer Admins Customize the email composer to match your business processes. Add the Send Email action to any activity-enabled object and tailor this action to match your business processes, such as by adding and removing fields or specifying default values. More context sensitive merge fields Users View several Salesforce records in one screen Open up several Salesforce records at once and toggle between the Workspaces
Inline edit in List Views https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_productivity_list_views_parent.htm
Inline edit now Generally Available in Lightning For most fields you’ll never have to go into the record to edit again. Simply edit the record data right in the List View and move on with your work! Quickly edit a picklist Fields that have been edited Sample Use Cases: Quickly update opportunities • Each week a salesperson needs to update their pipeline; with inline edit they can do it all from their List View Easily update case status • An agent can quickly update the status of various cases without having to go into the record
Clearer Error Messages Easily find your mistake and correct it Error messaging in the footer Field level error Row level error
Mass Actions on Related Lists Users can now select multiple records on a Related List at the same time and take an action Mass Action buttons can be default from Salesforce (i.e. Add to Campaign from Leads), as part of a package (Pardot Engage Email), or a custom action created by the Admin Checkboxes to select records Row counts
Search https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_search.htm
Pre-define the scope before you search Save time and clicks! New option to pre-define search. Objects available are ones in user’s app nav or smart scope and “Chatter” Once selected, that scope is inserted Instant results (MRU) are now scoped User goes directly to scoped results.
Provide more relevant results with Dependent lookup filters Make it easier for users to find the record they want by displaying fewer yet more targeted results with dependent filters For example, add filters so that the Reports to Contact field only shows contacts associated with the Account selected in the Account Name field on the same record.
Search for Contacts using the related Account Name It’s easier than ever to find a contact 8,310 IdeaExchange Points Related Accounts are also returned for Contacts on Multiple Records. Both Account & Contact are returned Just enter a first or last name (or both), plus the account name
Lightning for Gmail (Beta) In this release, we provide support to customers with Sales Cloud, Service Cloud, or Force.com licenses. https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_lightning_for_gmail.htm
Introducing Lightning for Gmail (Beta) Work with Salesforce records directly from Gmail Associate the email to the right Account/Opportunity/Case or Custom Object, and all People automatically get associated, no need to do it manually. Search, view, and edit relevant Salesforce records right next to their emails—without ever leaving Gmail!
Saving Gmail emails is easier than ever! Gmail emails with rich formatting such as coloring, bolding, tables, etc… render the same way in Salesforce. Rich Text Formatting (bolding, colors, tables etc…) is preserved when looking at the Gmail email in Salesforce
Accessible from Google Calendar Users can see and relate Salesforce records pertaining to appointments Lightning Sync syncs Google Calendar Appointments into Salesforce and associates them to Contacts. Other Salesforce records (Account, Opportunity, Case, or even Custom Object) can be related too with Lightning for Gmail..
Put Your Own Spin on Lightning for Gmail Enhanced record details page, including inline edit Tabs available on the record page include Details, with inline edit Other tabs show the record Chatter Feed, Activity Timeline, and Related lists
Data.com Clean https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_lex_feature_list_data_dot_com.htm
Clean Rules are Now Data Integration Rules Check the data integration status of a record (Lightning) Check the data integration status of a record (Salesforce Classic)
Customizable Field Mapping Many customers use custom fields to meet their unique business needs. With customizable field mapping, customers can increase their match rates and ensure new data goes exactly where they want it to. Match field mapping allows you to specify which fields on the CRM record to use for matching to D&B companies Update field mapping allows you to specify which fields on the CRM record to update with company data from D&B
Enrich Annual Revenue on non-USD records Annual Revenue is a key piece of information to help sales teams segment and target their customers with greater precision. Now this field can be enriched for multi-national customers who use multiple currencies within a single org. Annual Revenue is converted from USD into the record currency and displays in the record currencyAdmin configures the org’s active currencies and exchange rates U.S. Dollar must be one of the active currencies
Enrich addresses when state & country picklists are enabled Customers use state & country picklists to standardize their CRM records and prevent data corruption. Now they can enrich address fields on accounts and leads while adhering to their org’s data quality standards. End users see the display names that have been configured in the org’s state & country picklist settings State Code and Country Code fields are enriched with state and country ISO codes
Keep Your Data Current with Data Refresh When data refresh is enabled for a rule, your data always reflects the most current information available Make sure this option is selected in order for records to be refreshed with the latest data from the data service
Your central location for questions, answers, sharing and staying in touch. Join Lightning Now today! Engage directly with salesforce experts! Hear from our MVP’s, other customers and salesforce resources! Access resources, webinars, people, all designed to help you achieve success! www.salesforce.com/success-lightning LIGHTNING NOW: Community Hub for your migration plan
Service Cloud
Lightning Service Console (Beta) https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_salesforce_console_for_service.htm
Workspace (combination of primary and subtabs) Primary tab (main record user is working on) Subtab (secondary/ related records that open within a primary tab when a user clicks on their links) Service Console now in Lightning Experience New updated user interface and easy-to-use Lightning components New 3 column flexi page layout designed for Console Utility Bar (houses global applications/ utilities like CTI and History) Open CTI is fully supported in Lightning Console We know that consoles are powerful apps, and we’re working on bringing that power into Lightning Experience. As we catch up to parity with Salesforce Classic consoles, for now, the Lightning Service Console is best for small- and medium-sized businesses.
All of the Lightning Service Console features are now available in an OOB app called “Service Console” that you can customize to your heart’s content! Get up and running quickly with the out-of-the-box app New Service Console in App launcher
New flexipage type Service Cloud setup makes it easy To help you roll out quickly, we’ve created Service-specific setup flows These setup flows guide you through setting up Email-to-Case and integrating Facebook and Twitter into your console. To get started with Lightning Service Setup, click the setup gear icon and select Service Setup.
Navigation (Nav) tab (used to access list views) List Views (open multiple records as primary tabs quickly. Work on multiple records at the same time, in a single browser window) Nav Drop Down (navigate to record list views) List views in the new Service Console
Card of record details, as well as parent (lookup) records Card fields are inline editable Card title can be clicked for record details in subtab Related Record Component Give your users the record details they need most Supports Search and Quick Create capabilities Show details about an associated contact on a case
Related List Component showing child cases of parent contact Related List Component showing activity history, case comments and attachment related list Related List component Focus on the things that matter most
History Component Link to all primary tab and subtabs opened in the workspace History Component button History component Keep track of your recently visited primary tabs and subtabs Clear history Generate url for primary tab/ subtab for user to copy History Component Setup and Properties
Related Record Component Related Record Component Properties Related Record Component Preview - Parent Contact Details Field: Field that points to related record (case contact here) Update Action : Action driving the layout when record is specified Create Action: Action driving layout when no record specified Use the App Builder to customize your Service Console app Or create your own Lightning console app from scratch Related List Component Related List Component pointing to parent Contact’s related list of Cases Related List Component properties - Parent Record points to the record generating the related list. Related List points to the related list that should be rendered
Sample Use Cases Role Use Case Example Lightning Console Agent Provide a powerful multi record productivity environment I would like to support multiple customers at once Related List Component Agent Quickly view information about related records or record itself I would like to see the last 5 cases this contact logged. Lookup Component Agent Quickly view information about parent records or record itself I would like to see information about the Contact who logged this case. History Component Agent View Console workspaces accessed recently I want to be able to view the case that I opened last
Lightning Case Management https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_lightning_case_management.htm
Revamped Case Feed in Lightning Case Feed in Lightning Provide a single view of all activity on a case Feed action icons to indicate type of update. Quickly See What’s Changed When Records Are Created or Updated Get up to speed quickly on a case by viewing updates in reverse chronological order
Case Assignment checkbox now in Lightning Manually invoke assignment rules on case creation and edit Case assignment checkbox
Knowledge in Lightning (Beta) https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_salesforce_knowledge.htm
Knowledge now in Lightning Unified Knowledge Object Home One place for all things Knowledge including searching, viewing, creating, editing, and managing Articles.
Enable Lightning Knowledge Note: Lightning Knowledge is a data model and UI change so must be explicitly enabled – see the release notes for considerations Lightning Knowledge is best for orgs new to Knowledge or for existing orgs that can easily consolidate to one article type, have few data categories, and use single-language mode. When you enable Lightning Knowledge, you can’t disable it.
Lightning Knowledge now has List view functionality Define List views for Knowledge Articles with Filters and Fields from the article 3 default list views are created: • Archived Articles • Draft Articles • Published Articles NOTE: Knowledge lists must have 1 Publishing status and 1 Language in the filter or no records will be returned in the list view.
Authoring Actions on List Views Available actions are based on the publishing status of the Article Different actions will show if it is draft, published or archived. Only users that have access to these actions in their User Profile will be able to execute them. New articles can be created from the New button at the top right of the screen.
Actions in Page Layouts Lightning Knowledge has each of the Publishing actions now separated as individual actions that can be added and removed from Page Layouts Different actions will show here based on the publishing status of the Article: - Draft Articles: Edit, Delete, Publish - Published Articles: Edit as Draft, Archive - Archived Articles: Restore
Search for Knowledge in Global Search Find Knowledge Articles faster with snippets & highlights As you start typing “Knowledge”, you are given the option to “Limit search to Knowledge”. When this option is chosen, only Knowledge will be searched even though this is done in Global Search. Instant results are both scoped & filtered When this option is chosen, a Knowledge “pill” is added to the Global Search box and then only Knowledge will be searched in Global Search. Snippets now appear on the Top Results page, allowing users to know more about the article before they click
Pre-define for Knowledge filters Applied filters can be changed by selecting the filter pill. Once selected, that scope is inserted Find articles faster, improve agent productivity and reduce duplicate articles Additionally, you have an option to specify filters to narrow your Search in “Advanced Search New - option to specify “Archived” as a filter in Publishing Status. This enables you to search your Archived Articles (if you have access to them) from the same Search box that you conduct all Searches from.
Article Types are replaced by Record Types Also includes the ability to change the Record Type on a Draft of an Article Upper fields defined per Record Type in Compact Layout Collapsible sections Ratings component including ability to change ratings! Categories Viewer and Chooser Components Post in the Knowledge Article Feed You started creating an Article as an FAQ and then want to change it to a Troubleshooting Article? No problem!
Knowledge Record Home Related and Versions Tabs Choose which related lists are viewed in the Page Layout setup per Record Type per User Profile. New Files Component replaces File Fields used in Classic Knowledge for attaching Files to an Article. User the Versions tab to navigate between versions of an article and to view the change history.
Field Service Lightning https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_field_service.htm
Locations Model Customer sites, Inventory Locations and Van Stock Checked if Van Stock Location Checked if Stock Location Model Customer/Job Site Sort your locations into mobile vans, warehouses, and customer sites.
Locations - Model Van Stock Track multiple aspects of your parts and van stock To model Van Stock - Associate Service Resource to Location
New object - Product Items Model stock availability at your locations Individual instance of products that are available at a stocking location (e.g warehouse)
New Object - Products Required Related list of parts needed for work type or work order List of suggested parts that could be used for a type of job.
New object – Products Consumed Record Products Consumed for a Work Order List of parts that were consumed for a work order When parts are recorded as consumed, their quantity on hand is decreased accordingly on the Product Item.
New object – Product Item Transaction View a journal of all inventory transactions Automatic adjustment of Quantity on Hand Transaction Type Replenished Consumed Adjusted
Field Service Lightning iOS Mobile App https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_mobile_field_service.htm
Field Service Lightning iOS Mobile App An indispensable tool for every Field Technician Purpose Built For Mobile Workers We have optimized the Field Service Lightning experience for mobile users. This application is fast, has a beautiful and easy to understand User Interface, and is built with usability in mind Built Offline First Technicians do not have to worry about downloading their appointments and other important objects on device before going offline, it is pushed to them via Notifications. Additionally Technicians can perform their work all day without having to synchronize to the server Configurable Majority of the application is metadata driven based on page layouts, actions, app extensions, and mobile app settings. Companies can declaratively brand and configure the application for their organization without having to code or build their own application. Generally Available on the Apple App Store mid February, 2017 iOS 9.3 or later devices
Optimized User Interface List of Service Appointments Push Notifications User Profile Page to declare Absences
Optimized work order and work order line item cards Overview of the Service Appointment and Work Order Work Order Line Items Information about the Contact and the Asset being serviced
Collaborate as you progress through the work order Details of the Work Order (Page Layout driven) Related Lists on the Work Order Conversation-style Chatter Feed on the Work Order
Tracking parts and using quick actions Technicians can record Products Consumed here Technicians can search Van Stock and Price books for Products Quick Actions configured for the Work Order via Page Layout
Technicians can view Knowledge Articles attached to Work Orders Actions done on the mobile application are stored in an offline queue to be uploaded when there is network connection Application can be branded to match the company’s brand colors Accessing Knowledge, working offline, branding We have included a “Dark Theme” that we believe many of your technicians may love. It’s especially useful for technicians who work in very low light conditions.
FSL iOS Mobile App Flow - completing a work order Technicians can view additional Work Orders scheduled for the Location Technicians can ask for proof of service via a signature Built-in barcode scanner allows technicians to search and update records
Service Reports can be generated and viewed by the mobile client Salesforce Flow Processes are downloaded for offline execution FSL iOS Mobile App Flow - completing a work order
FSL iOS Mobile Setup Page Branding colors for the mobile application Other Application Settings Listview to be used by the Field Service application App Extensions
Social Customer Service https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_social_customer_service.htm
Social Customer Service in Lightning Experience Increased support for Reply & Retweet Case Feed Actions Reply & retweet actions default to the correct social account & message type based on the data from the post you are responding to
Social Persona Record Home Social personas now have a record home page in Lightning Experience View related Social Posts from this person on social media View details about the persona, including the parent Contact
Social Post Record Home Social posts have a record home page in Lightning Experience Renders message in native format View related posts and cases Click through to Social Persona record
Social Customer Service - Lightning Experience Social Post Lightning List Views The Social Post tab has mass actions, allowing you to triage posts in bulk, icons to easily identify the provider, and a clickable Content field to see a post’s content Take advantage of Create Case & Ignore triage actions per post
Lightning Setup Flows for Twitter and Facebook Set up Social Customer Service in minutes through an easy, step by step process In the Lightning Service Setup app, configure Twitter or Facebook for service, in minutes Lightning Setup Flows provide step- by-step guidance so setup is easy Configure the social account you will use, and the users who you authorize to respond to inbound social posts on that page or handle
Snap-ins Web Chat https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_snap-ins.htm
Snap-ins Chat now Generally Available Embed Responsive, in-page Live Agent Chat on ANY Page The new Snap-ins chat experience provides a modern in-page chat experience that keeps customers in context while they chat with agents. No more switching back and forth between tabs/windows to talk with an agent and continue your work on the page. And no more abandoned chats due to windows getting lost in the background
Snap-ins Chat Chat Visitor Flow (1 of 2) Add a small code snippet to any page to get a chat button We provide 3 OOTB defaults you can choose from for pre-chat and a wizard where you can configure your own pre-chat fields. All Images are customizable in the experience While waiting visitors can minimize the widget and continue to browse the site
Snap-ins Chat - Chat Visitor Flow (2 of 2) Once an agent accepts the chat, the visitor can start chatting without leaving the page they were on Visitors can minimize the chat widget to get it out of the way and we notify them when new messages come in from the agent Clicking the minimized chat brings the widget right back and clears notifications
Configurable Pre-chat – simplified setup: Choose Your Objects and configure the form Choose the objects you want created when a chat is initiated. Leads for sales, cases+contacts for service, or just contacts. Create a pre-chat form that addresses your different business needs customize the fields used on the form .
Sample Use Cases Role Use Case Example Chat Support for Service Agent Integrate help into any web page or web app where customers might need to chat with an agent to solve an issue. A customer is having problems with their cable and needs to chat with an agent on their provider’s mobile page to get support. Chat Support for Sales Agent Integrate chat into e-commerce sites to help customer complete purchases online. A visitor to a travel webpage needs help while purchasing a train ticket on the site. Setting up Live Chat Admin Set up chat for a web page. A salesforce admin at ACME needs to configure chat for their ecommerce site.
App Cloud
Lightning App Builder https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_forcecom_lab.htm
Record Type and Profile Activation Customize a record page and pinpoint a combination of app, record type & profile Manage Page Assignments in Object Manager Activate Page Assignments in App Builder Great for orgs that rely on record types to control the information viewed by end users across all their objects Example: Give your sales managers a different view of opportunities than your sales reps
Edit Person Account record pages in Lightning Create customized Person Account record pages with App Builder Edit Person Account Pages in App Builder Assign to Person Accounts in Record Type step in page activation flow
New Page Templates give you more design options We added new page templates for App Pages and Record Pages App Page templates Record Page templates 3 new App Page templates - they’re responsive, look great on mobile too! 4 new Record Page templates including 3 column options for Sales & Service consoles Or clone a system default page that comes with standard components too
Sample Use Cases Role Use Case Example Assign by Record Type/Profile Admin Assign custom pages to specific record types and profiles Admins needs to provide a separate page for case management record type & service profile from standard Person Account customization Admin Create a custom Person Account record page The admin at a B2C retailer can now customize the record pages used to track customers More templates Admin More page templates to choose from when creating a new page Admin wants to create a 3 column record page for users
Global Actions in Lightning https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_forcecom_flow.htm
Take More Actions from the Global Actions Menu Create records from anywhere within the application Global Actions now available in Lighting Experience Customize with Lightning, Visualforce, and Canvas actions Work on multiple records at the same time
Customize your Global Actions by user profile Use Lightning, Visualforce, and Canvas global actions to bring custom functionality to users Drag-and-Drop actions from the “Salesforce1 & Lightning Actions” category to the action container section
Sample Use Cases Role Use Case Example Customize actions for users End Users, Administrator Different users can quickly access actions for creating records they commonly use. Sales users can have New Account, New Opportunity, and other actions in their Global Actions Menu, while Service users can have New Account, New Case, and other actions in their menu. Create custom business processes Developer Create Lightning Components and use them as global actions to support custom business processes. Users can access a global lightning action from anywhere within Lightning Experience for custom functionality. A better alternative to JavaScript buttons in Salesforce Classic. Integrate with 3rd Party systems ISV Create Lightning Components for apps requiring API integration within Salesforce Platform or 3rd Party systems. Integrate with a 3rd party real-time collaboration platform like Google Hangout or GoToMeeting so users can schedule meetings with customers.
Process Automation https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_forcecom_flow.htm
Flow Screens in Lightning Administrators can now choose to have all of their flow screens appear in the Lightning framework so they look more like the rest of their Lightning UI. OLD: Classic Style NEW: Lightning Style
Two-column Flow Screens – Lightning Only Fields can be grouped and organized to make more sense to the end-user Make better use of screen real estate and fit more on a single screen End-users will have to scroll less, and they will be able to more quickly digest information and the purpose of the screen, so they work faster
Flows in Lightning App Builder (Beta) Embed Flow screens in Lightning App Pages! Drag & drop flow component onto a Lightning page. Choose the flow to be used and configure. Flow fields display in 1 or 2 columns. Set Flow input variables, such as the ID for a record.
Dynamic Flow Screens – open pilot How to Use It: An example of a common use case Choose something (OS), then dynamically show other choices (devices) specific to the first choice. Choose Operating System: Visible by default OS-specific device fields: Not visible by default. Only one will be displayed based on chosen OS. One rule per OS: Display the OS’s device list if the OS is chosen. Control field properties. Change visibility or requiredness. Set conditions for when rule will be run.
Approvals in Lightning https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_forcecom_approvals.htm
Items to Approve Component Review & respond to your pending Approval requests on Lightning Home pages Component shows 5 Pending Approvals. Click View All link to open Approval Request Tab displaying all Approvals awaiting attention.
Approval Requests Tab Approval Requests Tab displays all Items to Approve, with Approve & Reject actions To add the Approval Requests navigation tab to a Lightning app, use the App Manager in Setup. SETUP
More custom picklist enhancements https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_forcecom_custom_picklists.htm
Now you can change the label users see without changing the API name that an integration “sees” …. Preserving the integrity of your integrations to other systems Edit label separately from API name Changing a picklist value label used to change it’s API name as well. If that API name was used in an integration with another system, this would break that integration.
Prevent admins from accidentally breaking integrations Org preference lets you keep the original behavior Now you can edit me…. Now you can’t ✔ Setup > Data Management > Picklist Settings
All global picklist fields, using the same global value set, now have individual record types Previously, if two picklist fields on the same object used the same global value set, the values could not be assigned to record types independently for each field. Record types now reference field, not value set giving you more flexibility Each field shows up separately on the record type… even though they use the same value set
Values can be assigned separately for each field Previously two fields on same object using same value set couldn’t do this
Salesforce Authenticator https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_mobile_salesforce_authenticator.htm
Lightning Login When you enroll in Lightning Login, the Authenticator app prompts you to Approve the enrollment on your smartphone. Users may also be prompted to enter a PIN or scan their fingerprint. Subsequent logins will no longer require a password. All you need to log in is your username and your Authenticator mobile app.
Connection Reorder To move accounts, simply hold down the hamburger below the account icon to move it up or down. Users can organize their accounts so that their most frequently used connections can be accessed with ease.
Analytics Cloud
Reports and Dashboards https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_rd_reports_dashboards.htm
Dynamic Report Filter Parameters Custom links in Lightning can now override report filter values
Report Subscriptions Reports Scheduling is now possible thanks to the Report Subscriptions feature Subscribe
Enjoy the same Dashboard Charts in Lightning View Chart Parity with Salesforce Classic
Expand a Dashboard component See your dashboard data in more detail
Follow dashboards and share components on Chatter Share Dashboard Charts by Posting Them to Chatter in Lightning Experience
Sample Use Cases Role Use Case Example Dynamic Report Filter Overrides VF Developer Needs to put custom links on a custom Salesforce page, to link to an Opportunity report with different filter criteria. Needs to override first filter for Stage to be Closed Won, and second filter Account Type to be Partner Uses this for URL link to report: {URL to Lightning Report}&fv0=Closed Won&fv1=Partner Report Subscriptions Sales Manager Needs weekly update on each of his team members’ open deals. Subscribes to his “Team Pipeline” report, to be sent to him every Sunday evening at 8pm. Expand Dashboard Components Sales Executive Component on Dashboard is not big enough to display all data on the component. Use expand component to reveal more data Many groupings on chart hide their own labels. Expand chart to view to expose the groupings in more detail View Chart Parity between Classic and Lightning Sales Ops Manager who moved to Lightning Build and consume a Lightning Dashboard with full charts view parity with Classic Add Funnel and/or Scatter Plot components to a Lightning Dashboard Follow a Dashboard / Share Dashboard charts on Chatter Sales Ops Manager Share a chart that has some valuable information with key Sales Manager. Sales Manager can subscribe to Dashboard on Chatter to automatically get updates Sales Manager hit their quota for this quarter. Sales Ops manager shares snapshot of component with them on Chatter, to update them and the rest of the team
Trend in Wave https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_bi_trend.htm
Users can Trend to Wave from the report page in Salesforce Start from a report in Salesforce or use a report as a source when creating a new dataset in Wave User can start from a Report on Salesforce... … and select a few options to create a new Dataset and Dashboard in Wave. A new snapshot will be created every week by default
Immediate access to a Wave Dashboard Keeps the same Grouping and Measures in the original report
Integrated Insights See your list of Trended Reports in Salesforce
More flexible scheduling Configure Snapshot Schedule for Trending Reports as you create the dashboard Trend Salesforce Data is a new option available when creating a new Dataset in Wave Users just need to select a Report to start creating new weekly snapshots in Wave
Flexible Scheduling – up to Daily refresh Put trending on your schedule by choosing daily, weekly, or monthly updates using relative or specific days
Easy tools for Admin to Manage End User Utilization Limit the max numbers of rows a single trended dataset can have, so you can easily control your Wave data usage Limit the max numbers of rows that’s snapshotted from the report. This can be used to make sure users use the feature responsibly and don’t snapshot huge reports Set Org-Wide Limits on Dataset Size for Trending Reports
Sample Use Cases Role Use Case Example Sales Pipeline Sales Operations Trend in Wave Pipeline Report Snapshots of your Pipeline report can be generated every week to compare past and present performances of Sales Teams and forecast future sales Service Cases Customer Service Manager Trend in Wave Open Cases Report Study the evolution over time of metrics such as the number of open cases and the time to close cases, to guide decisions on hiring new team members or modify the current policies on customer service
Wave Data Prep https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_bi_integrate_data.htm
Data Prep is now Generally Available Create Salesforce easy data transformations No dataflow JSON coding required Data Manager provides an overview of all data integration tasks Prepare section has an overview of all recipes and their status Identify recipe status Identify target dataset status
Add data from another dataset Data Prep automatically suggests lookup keys Define complex filters Include / Exclude fields
Bucketing On Dimension And Measure Values Keep track of applied transformations . You can also edit or delete recipe steps. Collapse ranges of measure values into buckets
Create Computed Fields Data Prep automatically suggests field transformations Create new fields with the computed fields capability
Wave Everywhere https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_bi_wave_everywhere.htm
Analytics Home Access your most important Wave App in one click and stay on your business with Notification tracking You can access your personal Analytics home and run Wave apps from a tab within Salesforce. The new home page gives you the power to focus a spotlight directly on the analytics relevant for you. Pin the apps you use most, and track the progress of notifications that you’ve set.
Custom App Navigation Organize Dashboard order and visibility to create a path in your app Click the plus sign to add dashboards from the browse view of the app Click Save to retain the navigation for your app, and then share the app with your customers. Generate a custom navigation within each app to expose the right dashboards to the right users
App Presentation (enhancement) You can share, download, access the dashboard designer, set notifications, and collaborate in a dashboard’s feed with annotations. In addition, presentations no longer use hidden dropdown controls. The controls and navigation are always available. Controls
Wave Apps https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_bi_prebuilt_apps.htm
What’s coming in Wave for Sales - Spring ‘17 Extend the Wave for Sales App faster with the new Wave Dashboard Designer Follow Dashboards Collaborate directly with team Manage all alerts for this dashboard New visualization options such as target and reference lines Support for Opportunity Splits and Collaborative Forecast Quota Less SAQL required with the new runtime Tasks and Events merged into a single Activities Dataset
New dashboards for Executives Available after the Spring ‘17 release completes 4 new dashboards for the executive persona View Sales and Service key KPIs in one place Connect with external data sources to get Revenue performance
New Lead Performance Dashboard Discover trends in Leads with the new Lead Performance dashboard View Leads by Region, Source and Industry View lead conversion trends over time Group leads by Einstein Lead Score if using Sales Cloud Einstein
Smart Wizard The enhanced configuration wizard checks Salesforce data to assure you can successfully create an app. New app configuration wizard can do various scans of the org to minimize dataflow issues and target questions to org objects, fields, and values. Prescans org to ensure basic app creation criteria is met. For example in Service Wave, ensures there are closed cases and tasks. In addition certain questions can be pre-populated or hidden depending on initial scan of the org. For example Fiscal offset or use of RecordTypes.
Wave for Service on the New Wave Dashboard Designer Wave for Service has the following new features: Complex calculations and formulas, e.g. bottom quartile CSAT and erlang formula on call data Visualize insights with new extended charting library Draw attention to changes via Notifications and Conditional Formatting
Wave Dashboards, Explorer, Charts https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_bi_explore_visualize.htm
Manage Dashboard Images Using Salesforce Files Salesforce Files for managing images for dashboard, container, and image widgets Select from existing gallery in Salesforce Files, or upload new image Supports png, jpeg, jpg, gif, bmp, svg* up to 2 GB can Images created in App where dashboard is saved Dashboard packaging: Images automatically created and referenced Existing Wave dashboards using docId for images will continue to work. DocId will be displayed in Image widget properties and not editable. Users can remove and re-upload image using new UI, to make images packagable.
Fine-Grained Row Height Take full control of layouts with fine-grained row heights When row height is “fine”: • Row heights are 15px instead of 42px • Vertical cell spacing is removed (set to zero and non-editable) Wave determines the default size of a widget based on number of columns and the row height to ensure that the widgets are readable and retain their relative sizes.
Custom Bulk Actions Via Visualforce Enable custom action for a Table widget via checkbox. Label of action in widget dropdown Visualforce class Add an optional namespace prefix Issues a POST request to the Visualforce page, passing the Wave query for the VF page to use.
Editable Step Labels Identify steps with descriptive labels Steps in a dashboard now have a label in addition to a name Labels can be set when step is created (clipped from Explorer, created via “Create New Step”, created via chart/table config wizard). Step name is derived from step label. When referencing steps in JSON, use step NAME Step labels can be updated after step is created. But, step names will not change after the step is created. Chart/Table Config Wizard Clipping from Explorer Widget properties panel Editable step label (new) Step name
Duplicate Widget Build Dashboards Faster with Widget Cloning and Step replacement Create a copy of a widget in the same dashboard, preserving the widget properties Select widget and either choose the “Clone widget” icon in the floating menu bar at the bottom of the canvas, or use Ctrl/Cmd-D New widget is created at the end of the dashboard, copying over the widget properties. If original widget had an attached step, the new widget uses the same step (the step is not copied).
Detach Step To replace the step powering a widget, you can detach a step and attach another one. Select the widget, and in the “Step” icon in the floating menu, select “Remove Step”. The step is detached. Any widget-level properties previously set are retained, so that when a new step is attached, the widget-level properties don’t have to be set again. Notice that the “Step” icon in the floating menu is new. From here, you can see the name of the step powering the widget, view step properties, and clone step (previously, you needed to navigate to the Step panel to do these operations).
New Date Range Picker More Intuitive Controls for the Date Widget Quickly navigate months and years via calendar picker Enter custom offset values Use “Today” to define YTD, etc. Switch between standard and fiscal calendars “Today” is dynamically computed (based on UTC) when the dashboard is rendered. You can set calendar start and end dates by attaching a static step to the date range picker widget. While previewing a dashboard, you can quickly scroll through years and months when selecting an absolute date. Previously, you had to enter the date or use the slider to pick a date When adding an expanded date range picker, ensure that it is wide and tall enough to display all of the options (especially for “Relative”).
Summarize Data Across Dimensions with Pivot Tables Improved Pivot and Values Tables A table with two or more groupings (and at most one measure) can be pivoted. When pivoted, the last listed dimension will be displayed across the top.
Custom Display for List and Toggle Widgets Widget level projections This feature allows admins to create a custom display using any/all fields queried in the step. Use in conjunction with SAQL step (see next slide) to group by one dimension, and display another. Text-based search will search against the custom display value Available for LIST widget and TOGGLE widget Specify custom label, including any symbols/separators for combining multiple fields All groupings, measures, and non-grouping dimensions (see SAQL step) are listed here. Selected fields are automatically added to the custom text input box.
SAQL Step Type Query Datasets and Salesforce Objects with New Step Types A new step type (in addition to existing aggregateflex, aggregate, grain, . . . ) which is defined using only SAQL. There’s no need to separately define a Compact Form representation. Allows you to create steps which have groupings, measures, and non-grouping dimensions. Can be created only via JSON coding (in future Explorer UI will create these steps). SAQL steps can be referenced in bindings when defining other steps. When defining a SAQL step, you can use bindings referencing other steps.
SOQL Step Type A new step type (in addition to existing aggregateflex, aggregate, grain, . . . ) which allows you to query data directly from Salesforce * * Salesforce security model applies. If user cannot access a particular SFDC object queried in the SOQL step, an error is displayed. API calls issued by this step do count against the Salesforce API limit. SOQL steps can be referenced in bindings when defining other steps. When defining a SOQL step, you cannot use bindings referencing other steps. SOQL code Query Datasets and Salesforce Objects with New Step Types
Dashboard Gutter Color Set separate colors for the dashboard background and the gutter. A gutter appears if the dashboard layout has a configured Maximum Dashboard Width, and the screen displaying the layout is larger.
Text, Link, & Number Widget Alignment Horizontal text alignment settings for text, link, and number widgets. Link - left/right/center for link text Text - left/right/center for text Number - left/right/center, with different behaviors depending on whether widget is single, compact, or full mode and whether a label is displayed (see examples) Number widget with label Number widget without label Single row: Alignment options have no effect: text is full-justified Compact: Alignment options affect both lines (Number and label) Full: Alignment options affect both lines (Label and number) For Single, Compact, and Full modes, alignment options affect the display of the number within widget.
Support for Null Measure Values Get Accurate Calculations with the New Null Measure Handling Wave datasets can contain null values for measures if the proper permissions are enabled Aggregations of measures where all values are null, are displayed as “-” in number and table widgets. Nulls values are handled differently for each charts based on the visualization purpose. → Only the dimension value will be shown in bar charts, it won’t be displayed in pie chart but in the legend, etc. Santa Monica value is null
Log Scale support Improved readability of your charts Available for the following chart types:  Bar  Stacked bar  Column  Stacked column  Scatter  Waterfall  Stacked waterfall  Combo  Timeline Log scale is . enabled on the axis level (especially helpful in scatter for example).
Enhanced Wave Charts New Chart types and options for visualizing any kind of data Bubble Map Predictive Line Radar Chart Treemap Matrix ChartReference Line on flat gauge
Sample Use Cases Use Case Example Radar Charts Use radar charts to display a small dataset with one dimension and at least three measure columns. For example, compare the year's quarterly numbers for contracts signed, total contract amount, and average contract amount. Tree Maps Use tree maps to visualize hierarchical quantitative data, where containing rectangles designate relationship with color, and "leaf" rectangles represent quantity using area For example, you can show the number of opportunities by city in each state. Bubble Maps Like map charts, bubble maps use visual cues to indicate measure values in specified geographical areas. For example, you can show the relative number of opportunities in each state. Matrix Charts Use matrix charts (new to Wave dashboard designer) to create a table that represents measures visually, allowing you to quickly spot extreme values. For example, show which product families are generating the most opportunities. Predictive and Reference Lines Need to drive home the point that your data is looking into the future? Look no further than adding a predictive line to your timeline chart. You set the date at which the timeline leaves existing data behind and uses predicted data to chart its course. Speaking of the future, you can now set goals on flat gauges using reference lines.
Control the size of legend text in charts Make it more readable, or keep it out of the way, with the legend sizing menu. Available for the following chart types: • Bar • Column • Heatmap • Map Note: The bins values can be tied up to another query via bindings to be more dynamic!
Community Cloud
Lightning Bolt Builder http://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_networks.htm
Focus Your Community with Audience Targeting Geo and RecordType audience targeting allow you to present personalized content based on geography as well as content specific to different objects. Location and Record Types are new criteria types Select locations by city, state, or country. 2 1 See a summary of criteria you have set, including AND conditions between criteria types 3 I want my home page to to show a personalized experience relative to the respective geography of my end user. For example, I want to show my users from California a different version of the page than my users coming from New York
Audience Targeting - Audience Summary In addition to profiles, you can now add location and record type criteria to page variations and hit your target audience Target by one or more criteria type. See a summary that shows you the audience for each variation. 1 2
Mobile Support for Web Actions Update Salesforce data on the go from right within the Community Your Community Members can now use their mobile device to update Salesforce Records, or modify List Views A partner working at a client site can quickly add leads or update opportunities. A field service technician can close out appointments right from the job site or add new work orders.  Customers accessing a community on a mobile device can log cases.
Control the theme layout on every individual page Deliver a personalized experience – no coding required! Create new Theme Layout Types to associate with custom theme layouts in your Org. Apply unique theme layouts on a per-page basis in Page Properties
Apps – Service and Partner Communities http://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_networks.htm
Service Communities > Topic Vibrancy Metrics See How Often a Topic Is Followed and Used See how often a topic has been used in the past 60 days, and how many followers it had
Find information in the Community more easily See More Relevant Suggested Search Results A community member searches for “ coffee”: the suggested autocomplete search result shows the most relevant results across all (configured) objects containing “ coffee.” -- not just Articles and Discussions. Previously, you’d see suggested search results listing only discussions and articles. Now, autocomplete search checks for any object exposed in your community and made searchable by the admin.
View Reports & Dashboards right within the Community Community members can also collaborate using feeds. Feed, Follow, Refresh Dashboard Detail
Community Management http://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_networks_usability.htm
Community Workspaces All the tools that you need for building, managing, and tracking your community in one place Want to jump to another workspace from the workspace you are in? It’s easy! Click the icon in the upper left corner and a navigation dropdown menu appears. Quick links to access useful resources
Google Analytics Measure user engagement and self-service deflection at a granular level Admin opts-in to let Google Analytics collect Salesforce data Admin installs the Google Analytics For Salesforce Communities app from Google Apps. Admin needs to create custom dimensions and events as per our documentation. Dashboards and reports get installed. Monitor how many user searches get deflected through articles and discussions and understand the type of users being helped
Improved collaboration in communities http://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_networks_community_templates.htm
Discussions on Articles Customer Community Plus now offers extended capabilities Add your comments in article feeds in communities. Other community members can see your feedback and give their own
Direct Messages in Communities (Napili Template) Private communications have been rebuilt with rich content, post sharing, and more. Moving a public question to a Direct Message A new messages can be started from a post, user, the messages page, user hovercard, and the user’s profile page. Add components to any of your pages to show the latest messages
Chatter
Chatter Feed in Lightning http://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_chatter_feeds.htm
Redesigned Chatter Home in Lightning Experience Users get a customized view of what’s happening in their organization Company Highlights replaces the All Company Feed Chatter Streams Recent Groups List In a single location, this feed automatically brings forward the most interesting discussions happening within your organization so you are always in the know
Chatter Streams: Create Build a Stream with your largest opportunities or highest priority cases or put them all into one Stream - it’s up to you. Create up to five Chatter streams that combine posts from different feeds and different feed types
Chatter Streams: Reduce noise from notifications You don’t have to follow a person, group, or record before you add it to a stream. The great thing about adding a feed to a stream is it doesn’t count against the number of follows you’re allowed. Also, when you follow a person, group, or record, you receive notifications about that entity’s activities. You’re not notified about specific changes in your stream. If you’re interested in reducing noise from notifications, streaming is the perfect alternative.
Sharing a Post in Lightning Experience Post sharing is reinvented within the Lightning Experience To share, click on the share action on the post. Opens the share dialog with the post attached.
Type Indication in Comments Lives Feeds now shows you if other users are writing comments When people are typing, you see an indication above the comment box.
Chatter Groups in Lightning http://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_chatter_groups.htm
Customizable Groups . Groups can contain any arrangement of components and any page layout This group is optimized to help close deals, and contains related opportunities, relevant charts, and sales collateral This group is optimized for support--note that Question is the only option in the publisher
New Group Home See your groups in a beautiful, information-rich tile-based view
Customer Group Invites Invite external users via email address
Filter Feed for Questions Find all Questions and Unanswered Questions in a Group Feed
http://releasenotes.docs.salesforce.com/en- us/spring17/release-notes/rn_lex_feature_list_files.htm Salesforce Files
Library Subfolders in File Home and File Selector (Beta) Library managers can create folders to organize content so users can find what they need quickly. Folders are visible to all users who have access to the library.
File Selector in Files Related List Directly share an existing Salesforce file with a record via the files related list, even if Chatter is not enabled Add an account plan to an account, collaborate on a pitch deck right from the opportunity, or keep warranty information connected to a case. It’s easier than ever to share and track documents right where you want them: on the record!
File Related List Actions Download, Update, Rename or Share a file directly from the files related list. No need to open the file preview anymore to access the file actions Renaming a file
Link to an external document on GDrive Click the file icon to open the file preview right from your feed When a link to an external document is pasted into a Chatter post, it’s converted into a Files Connect file reference. The icon and the file title appear under the body of your post
Salesforce1 Mobile App http://releasenotes.docs.salesforce.com/en-us/spring17/release- notes/rn_mobile_s1_feature_overview_table.htm
Release Cycle and Enablement Some of the following features require a client update (v12, coming approximately by end of February ‘17); others will be available with the normal Spring release schedule. The slides show whether a new client is required or not on the top right corner of the slide
Offline Preferences In Spring ‘17, Salesforce1 users can view and edit the objects automatically sync’d for offline use. By default, Salesforce1 chooses the 5 most frequently used objects (by user), tasks and dashboards when syncing the offline cache. But this default selection can be edited by going to Settings->Offline Preferences. 1. Up to 7 objects can be selected for the offline cache 2. Each objects syncs the layout information to support editing and creating records of that object type (up to 15 layouts) 3. 30 records will also be sync’d for each enabled object 4. The preference is device and user specific and not maintained within Salesforce With Offline Preferences, users can view and edit which objects Salesforce1 takes offline! Available on With Spring ‘17
Custom Apps in Spotlight Search Spotlight Search is now the easiest way to access custom Lightning and VisualForce apps in Salesforce1. It’s incredibly easy to use: Users swipe down on their home screen, start typing the name of the app, and tap on it when it appears in the search results. With this update, users will now be able to find custom apps, standard and custom objects, contacts, and people using Spotlight Search. Available on With v12.0
Attach Content Library files to Chatter Posts Users can now attach files stored in Content Libraries when creating a Chatter post. The flow of attaching files in content libraries while creating a Chatter post similar to attaching Salesforce Files. Simply tap on the attachment button, select Salesforce Files, and select Libraries from the drop down menu. Available on With v12.0
Campaigns Quickly drill into the hierarchy across campaigns to understand how campaigns have been organized. Marketing users can add new statuses, edit existing statuses, set default values, and remove statuses that are no longer being used. . Available on With Spring ‘17
Create Follow-up Tasks In Spring ‘17, click Follow- Up to create a follow-up task, and remember what’s next on your to-do list. Select a task on the tasks home page and click Create Follow Up Task to create a task based on the old one. Helping Sales reps quickly create a follow-up task Available on With Spring ‘17
Recurring Tasks In Spring ‘17, use recurring tasks to schedule predictable events, like weekly meetings, and never forget them again. Tasks can repeat daily, weekly, monthly, or yearly. You can set a task to repeat weekly on any day or days of the week. Or, set a monthly task to repeat on the 12th of every month, or the first Sunday of the month. You also set when the task ends, or you can calculate the latest date automatically. Helping users create a recurring series of Tasks Available on With Spring ‘17
Search for Tasks and Events In Spring ‘17, you can use global search to quickly find any Task or Event in Salesforce that you have access to. Note: Unlike Classic, Activities search results are accessed via via “Tasks” or “Calendar” in the search ribbon. They are not combined into “Activities.” Also, this is only available in mobile web. Help find your important action items faster in Salesforce1 Available on With Spring ‘17
Create Orders in Salesforce1 Search and Add Order Products Create Orders in S1
Lookups - Dependent lookup filters Supporting complex filters and external objects across desktop and mobile enables users to associate records while obeying their business processes in the office or on the go. Make it easier for users to find the record they want by displaying fewer yet more targeted results. Filters are applied to all instant results - both typeahead and MRU - and search results automatically. Dependent lookup filters will be now applied to lookups in Lightning and Salesforce1, if defined. Available on With Spring ‘17
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Salesforce Spring 17 Release Overview

  • 1. Spring ‘17 Release Overview Deck Created by Salesforce Release Readiness Team
  • 2. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Join Release Readiness & Feature Adoption Today Click here and use your Salesforce Login and Password, select Join from the top right corner Join our Community and always be informed. • Review updates from your Release Readiness Team • Ask questions • Share your best practices and insights • Collaborate with other customers
  • 5. Available for an extra cost in: Enterprise and Unlimited Editions https://releasenotes.docs.salesforce.com/en- us/spring17/release-notes/rn_sales_einstein.htm Introducing Sales Cloud Einstein
  • 6. Maximize sales with intelligence from lead to cash Discover Sales Insights Lead Insights | Opportunity Insights | Activity Insights Predict Behavior Predictive Lead Scores | Smart Lists | Forecast Validation Recommend High Value Actions Next Best Actions | Recommended Connections Automate Productivity Auto Data Capture | Contextual Insights Sales Cloud Einstein Introducing +21%faster sales cycle times
  • 7. `` Sales Cloud Einstein - Spring ‘17 Maximize sales with intelligence from lead to cash Predictive Lead Scoring Smart Lead Lists | Top Predictive Factors | Score-driven Workflow Opportunity Insights Predictions | Sentiment Analysis | Alerts | Recommended Next Steps Automated Activity Capture Email & Calendar Sync | O365 & Gmail | Account Insights Business Media Monitoring | Key Business Developments Coming soon!
  • 8. Automated Activity Capture Integration with Gmail and Office 365 Connect to common productivity solutions easily Automatic Email and Calendar Sync Capture every email / meeting created in Gmail or O365 Einstein-ready Activity Data Create complete dataset for better recommendations Automated Activity Capture Bring the power of CRM to email and eliminate data entry
  • 9. Display automatically logged emails and events on Leads, Contacts, Accounts, Person Accounts, and Opportunities Automatically logged email Automatically logged event
  • 10. Set email privacy controls Emails can be: ● Not Shared ● Shared with Everyone ● Shared with specific Groups Use Groups to specify email and event sharing rules
  • 11. Reply & forward emails from within Salesforce Choose Reply, Reply All, or Forward from this menu, and an email composer window pops up on the right hand side
  • 12. Blacklist specific email domains and email addresses Specify domains and individual email addresses so that these emails will never be displayed in Salesforce Users can specify individual email addresses in User Settings so that these emails will never be displayed in Salesforce Admins can Blacklist specific email domains and email addresses for all users
  • 13. Predictive Lead Scoring Smart Lead Lists Sales reps can easily prioritize their lead lists by predictive lead score so they can surface the best leads quickly Custom Lead Score-driven Workflows It’s easy to assign tasks based on predictive lead score, which means that all leads receive an appropriate follow-up action Lead Score Reporting Measure performance by predictive lead score to understand metrics like quantity of high vs. low score leads, and lead disposition by lead score Predictive Lead Scoring Convert more leads faster
  • 14. Opportunity and Account Insights on the Home Page Sales reps can see all the insights related to their deals on the Home Page Predictive Insights - Know which opportunities are Unlikely to close in time, More likely to be won or Less likely to be won Account Insights Feedback dropdown Insight details and related activity Recommended actions Smart follow ups – get reminded to follow up when a prospect is unresponsive
  • 15. Maximize every selling moment with Opportunity Insights Stay on top of important deals with predictions, recommendations, and reminders Reps can view the insights, drill down the rationale, and evaluate the supporting activities/emails within the context of working on the opportunity You can also customize list views to show insights Sales managers can identify opportunities at risk and avert deal disasters before it’s too late
  • 17. Account Hierarchy in Lightning https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_accounts_hierarchy.htm
  • 18. Visualize Account Relationships by Using Account Hierarchy The account you entered the hierarchy from is visually highlighted Clicking on the account name takes you to that account record home By default, the columns displayed on on the hierarchy are those configured in the Recently Viewed Account list view.
  • 19. Visualize Account Relationships New action to view Account Hierarchy on Account record View account hierarchy from actions on Account record home
  • 20. Customize Account Hierarchy Columns Show the account fields that matter most to your sales teams If the hierarchy columns don’t show the information that your sales reps need, you can customize them independently via the Object Manager
  • 21. Account Hierarchy in Lightning Experience Sample use cases Role Use Case Example Account Hierarchy Sales Rep More account context to help work a deal Sales rep is working on an account. He views the account hierarchy to find related accounts in the org. He can see who the account owners are and see products those accounts have already purchased. Account Hierarchy Sales Op / manager Account / opportunity assignments Sales Op / manager can look at the account hierarchy to decide how best to assign opportunity / accounts to their team. He/She can quickly scan how many related accounts there are, where they are located, etc.
  • 23. Customizable Lightning Pages for Person Accounts Person Account enhancements continue Create custom layouts for Person Accounts Record Types in Lightning Also in this release: • Duplicate Management support • Support for Person Accounts in Professional Edition
  • 24. Leads and Lead Convert https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_leads.htm
  • 25. Leads in Lightning - Map lead custom fields Map lead custom fields to multiple objects: Account, Contact, Opportunity Lead fields can be mapped to multiple target objects Lead Fields Map custom lead fields to custom fields on accounts, contacts, and opportunities to populate these fields automatically when sales reps convert leads Target object Available fields limited to match type of the source in the lead record
  • 26. Manage Leads Faster in Lightning Experience Update multiple leads from the list page Select new valid status Dropdown menu shows “Change Status” selection Select from list of leads - up to 200 Workflow and triggers fire during status update
  • 27. View Converted Leads Allow users to view and edit converted leads Converted Leads Converted Lead view enabled via new User Permission Converted Leads show as Lead and Contact in Recent Items Converted Leads show as Lead and Contact in Recent Items Detail page shows converted status
  • 28. View Converted Leads Converted Lead view enabled via new User Permission Check to View/Edit Converted Leads App Permissions Permission set
  • 29. Leads in Lightning – Apply Assignment rules Assign leads on create or edit record using active assignment rules When adding leads, marketing and sales users can now have them automatically assigned using lead assignment rules by selecting “Assign using active assignment rules” in Lightning Experience.
  • 30. Campaigns in Lightning Experience https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_features_core_campaigns.htm
  • 31. Campaign Hierarchy Preview Analyze and report on the health of your related campaigns “View Campaign Hierarchy” action on page layout. Navigate from “View Campaign Hierarchy” action to visualize parent-child relationships across a hierarchy.
  • 32. Set-Up Hierarchy Columns in Object Manager Choose which fields to show in the preview using the Object Manager in Setup. Edit columns that display and save.
  • 33. Campaign Hierarchy Related List & Drill-in Analyze and report on the health of your related campaigns Related list preview, reads from Campaign Hierarchy related list layout Related list drill-in to see all columns configured for the Campaign Hierarchy related list layout
  • 34. Drill-down to the detail you need Campaign Hierarchy Related List & Drill-in In both Classic and Lightning, labels correspond to “Number in Campaign” or “Number in Hierarchy” Related List Properties now include fields for ‘in Campaign” and “in Hierarchy”
  • 35. Campaign Member Statuses Related List Track Campaign Member engagement Add new statuses, edit existing statuses, set default values, and remove statuses that are no longer being used Define which statuses represent a response by the campaign member. Add “Campaign Member Statuses” as a Related List to the Campaign page layout
  • 36. Mass Actions on Campaign Member Related List Manage Campaign Members faster with Mass Actions Supported Mass Actions: “Add Leads” “Add Contacts” “Manage Campaign Members” “Import Leads & Contacts” Select 1 or many campaign members to “Update Status” or ”Remove” from Campaign Supported Mass Actions: “Add Leads” “Add Contacts” “Manage Campaign Members” “Import Leads & Contacts” Use existing list views to select Leads or Contacts to add to the campaign
  • 37. Mass Actions on Campaign Members: Import Tools Update campaign member statuses for existing campaign members Add new leads/contacts as campaign members and update statuses
  • 38. Sample Use Cases Role Use Case Example Campaign Hierarchy Preview Marketing Managers will reap benefits from streamlined campaign organization. Group campaigns within a specific marketing program or initiative. I want to organize marketing initiatives by channel or any other dimension. Campaign Hierarchy Related List Marketing Managers will be able to quickly analyze results of marketing initiatives. Analyze and report on the health of related campaigns. I would like to see the performance of all campaigns in a specific hierarchy roll-up. Campaign Member Statuses Admins and Marketing Managers will be able to track prospect engagement. Define campaign member status values. I would like to track how a lead, contact, or person account has engaged with a campaign. Campaign Member Mass Actions Marketing Managers and Sales Reps will be able to target prospects for campaigns in bulk. Manage multiple campaign members at once. I would like to add, edit, or remove leads, contacts, or person accounts from a campaign.
  • 40. Collaborative Forecasting comes to Lightning Experience Run your forecast calls in Lightning – no need to toggle back to Classic Help teams project sales revenue and quantities from the opportunity pipeline, including opportunity splits and custom opportunity currency fields, without switching to Salesforce Classic. From Setup, use App Manager to add a Forecasts tab for your users, and you’re ready to go! Forecasts Tab Get a summary of your sales forecasts and related opportunities
  • 41. Most features now available in Lightning. View Subordinates Forecasts Insert/Edit Forecasting Adjustments Change Forecast Display Settings Show a rep’s user profile photo next to the rep’s name
  • 42. Opportunity Products in Lightning https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_features_core_oppty_sfx.htm
  • 43. Product Selector Quickly add and edit multiple products to your opportunities Step 1: Add Step 2: Edit Save time by adding up to 50 products to opportunities in one go, and editing up to 200. When reps edit products, they can go back to add more products without losing their changes. Reps can also perform multiple searches without losing their previous selections. When adding products, quantity and description are maintained even if you return to the Product Search before finalizing your changes. Search for Products by Name, Description, Code, and Custom Fields Edit/Update multiple Products already associated to an Opportunity See which products you’ve already selected to add
  • 45. Orders now in Lightning Experience Sales users can view and create Orders in Lightning and Salesforce1* Orders tab Use Chatter to collaborate during the order management process Manage email, events, logged calls, and tasks in the activity timeline Work with order products, reduction orders, and more
  • 47. Do more with Quotes in Lightning Experience improved quote management with the new Quotes tab* Quotes tab Easily view quotes in a single list Get the big picture with Quotes Kanban
  • 48. Add Path to track quotes throughout your sales process Make it easy for your teams to email quotes without switching to Classic Easily create and email quote PDFs Quote path added to track quote activity Add multiple products to a quote
  • 49. Sales Path is now Path https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_features_core_path.htm
  • 50. Path for Quotes and Custom Objects in Lightning Determine and customize the process records go through Bring key fields front and center Coach your reps with relevant information for each step of your business process Highlight a custom business process Custom Delivery Object!
  • 51. Maintain Data Integrity Path Page Layout - Required Fields are now respected Closed has a required dependent field: Reason Lost Toast Error will let users know that they have a required dependent field associated to their path.
  • 52. Duplicate Management in Lightning https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_duplicatemgmt.htm
  • 53. Find and Merge Duplicate Contacts and Accounts Show your sales reps a list of potential duplicates Surface potential duplicates on record home– no more need to click & search Fields determined by Search Results layout Focus on just the fields that are different
  • 55. Favorites in Lightning Experience https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_general_favorites.htm
  • 56. When adding a favorite, a green “toast” message appears and offers a link to rename the title of the favorite to something more memorable. Highlighted (blue star) - the current view is already a favorite Quickly access important records, lists, groups, dashboards, and other frequently used pages in Salesforce Favorites List Create Shortcuts to your top Salesforce Pages with Favorites Users can curate and maintain their own personal list of useful content Star button Click to add the current page to your favorites
  • 57. What CAN be Favorited in Spring ‘17? Keep these considerations in mind when working with Favorites When something in Lightning can be favorited, the star icon will be “solid”. When something can’t be favorited, the star icon will be disabled and a tooltip hover will explain that you can’t favorite this content. Favorites are managed by individual users only. They can’t be shared or edited by Salesforce admins. See the release notes for further details on what can and can’t be favorited. You can have up to 200 favorites, which support the following types of content:  Record home for standard and custom objects (including Visualforce overrides of these record views)  Lists  Dashboards  Reports  Chatter groups Note: You can’t favorite list views on the Reports, Dashboards, Files, Tasks, and Notes tabs.
  • 58. Lightning Sales Console (Beta) https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_console_lex.htm
  • 59. Lightning Sales Console (Beta) All of your sales tools, all on one screen Related lists Record Highlights Utility Bar Record Workspace Make your sales reps more efficient and productive • Open multiple records at once • Work through lists e.g. Leads, Contacts, or other standard or custom objects
  • 60. Switch between Workspaces and Subtabs Great alternative to “right clicking” and opening multiple browser tabs! Workspace tabs Subtabs Quickly access tools to help complete common tasks like taking notes and viewing recent history
  • 61. Here's what you get in the standard Sales Console app Objects in the default App A navigation-friendly three-column layout for the objects you rely on most—accounts, contacts, leads, and opportunities. Admins can add/modify the list in App Manager and add your own branding Use the Lightning App Builder to customize specific page layouts. For example, if you use Pardot, you’ll need to add the Engagement History component to the appropriate page layouts
  • 62. Sample Use Cases Helps sales reps work through a list of records - whether Leads, Contacts, or other standard or custom objects Role Use Case Example Sales Console Inside Sales Reps / Sales Development Reps Qualify a list of Leads Work through a list of leads in the console, using the Workspace, Subtabs, and Utilities to capture qualification information. Sales Console Account Managers / Relationship Managers Call a list of Contacts Work through a list of leads in the console, using the Workspace, Subtabs, and Utilities to capture qualification information. Sales Console Users View several Salesforce records in one screen Open up several Salesforce records at once and toggle between the Workspaces
  • 64. Log Calls in the Activity Composer Automatically Logging calls is even easier now that your sales reps can log calls automatically Simply select Auto-log to have the call details added to the activity timeline without any manual input or additional clicks for the sales rep. When unchecked, it will open the log-a-call panel.
  • 65. Organize Your Calls with a Call List (Beta) User can create a call list from mass action on Leads list view Keep a running list of the calls you need to make in a single, convenient place To create a call list, select leads from the lead page, and click Create Call List The call list is currently limited to leads Power dialing down the call list with one click No need to switch back to the list view in order to make the next call
  • 66. No need to fret over missed calls! Lightning Voice now supports personal voicemail Sales reps can see the calls they’ve missed and play voicemail messages directly in Salesforce. When receiving an incoming call, it can now go to a personal voicemail inbox. Reps get notified about new voicemail messages in the notifications window, and they can play messages in the call panel. Voicemail feature is default off and can be turned on by admin via Setup
  • 67. See the real-time status of the network bandwidth quality for calls placed with Lightning Voice. The indicator has 3 states: Green, Orange, and Red, indicating the internet bandwidth strength. It allows user to move to an area with stronger bandwidth. See Call Quality at a Glance Network Bandwidth Indicator
  • 69. Kanban on Custom Objects Display records visually on (almost) any list view Custom objects can toggle to Kanban and access Kanban Settings
  • 70. Customize your Kanban Settings in List View Controls Choose your Summarize By and Group By field for standard and custom objects Reconfigure any Kanban view on the fly, selecting other fields on which to create columns and summaries.  Select a numerical field to summarize, or select None to remove the summary from the Kanban view.  Select a picklist to Group By to determine how your records are organized into columns.
  • 71. Load Kanban for every list View Multiple Record Types Multiple Record Types appear as tabs on Kanban No more filtering by record types just to load up the Kanban view. Easily switch between record types using subtabs. Only Record Types that have the field selected as the Group By field on its page layout will appear
  • 72. Sample Use Cases Role Use Case Example Kanban View Sales Rep Visually see the progress of your work. • I want to know what I need to do and when. • I want to see a high level view of all my leads, contracts, or campaigns by stage. • I want to see a count of all my records per stage. • I want to easily change the stage of a lead, contract or campaign by dragging a card from one column to the next. • I want to see the top 4 fields display on each card. Kanban View Sales Manager Get a high level view of what your team is working on. • I want to see all my rep’s opportunities and see which one needs my attention. • I want to see which part of pipeline I need to focus on by the total amount. • I want to easily change the stage or add an activity during my 1:1 with my reps. Kanban Settings Sales Rep Customize how you want to view your work • I want to view my Accounts by a custom picklist field I created • I want to summarize all the projects I have in a certain stage by Billing Rate Multiple Record Types Sales Rep Improved experience when choosing Kanban from a List View that has records with multiple record types • I want to load Kanban immediately when toggling from Grid view to Kanban view with a list that has multiple record types.
  • 74. Quickly send an email from anywhere in Lightning The Lightning Email Composer has been replaced with the Send Email action Send an email from anywhere using the Global Actions menu. You can also use templates, merge fields and email logging for any object that is activity-enabled. More than one Send Email action can be added to an object to match your business processes
  • 75. Customizable Send Email Quick Action Customize the email composer to match your business processes Here, the Applicant custom object tracks job applicants and the email composer has been customized to streamline the process by predefining the To, Cc and Bcc fields and removing them from the layout One common way to standardize emails is to predefine the Subject line. For example, the subject could be “Thanks for your inquiry” when responding to an applicant’s email Because an object can have multiple Send Email actions, you can set up two Send Email actions for your recruiters: a Send Email action titled “Recruit” and another titled “Welcome”. The Welcome Send Email action would customize the Send Email action to include fields for information on joining your company. Your company’s recruiters can send emails more efficiently, with on-target content.
  • 76. Email Quick Action templates & merge fields More Context-Sensitive Merge Fields Merge fields and templates are now contextual based on either the related to record, or the first contact or lead (new in Spring ‘17). This allows contact merge fields while logging the email against a campaign for example. There is also merge field support for Person Accounts When selecting an email template, the list of available templates only displays templates that apply to the first email recipient or the item in the Related To field.
  • 77. Send emails using Org-Wide Addresses The Email Quick Action allows users to send emails using Organization-wide addresses across all activity-enabled objects. You can now use Organization- Wide Addresses to match your business processes. Example: Send an email using a general sales email address instead of your work email address.
  • 78. Sample Use Cases Helps sales reps work through a list of records - whether Leads, Contacts, or other standard or custom objects Role Use Case Example Send email quick action Users Qualify a list of Leads Work through a list of leads in the console, using the Workspace, Subtabs, and Utilities to capture qualification information. Customizable email composer Admins Customize the email composer to match your business processes. Add the Send Email action to any activity-enabled object and tailor this action to match your business processes, such as by adding and removing fields or specifying default values. More context sensitive merge fields Users View several Salesforce records in one screen Open up several Salesforce records at once and toggle between the Workspaces
  • 79. Inline edit in List Views https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_productivity_list_views_parent.htm
  • 80. Inline edit now Generally Available in Lightning For most fields you’ll never have to go into the record to edit again. Simply edit the record data right in the List View and move on with your work! Quickly edit a picklist Fields that have been edited Sample Use Cases: Quickly update opportunities • Each week a salesperson needs to update their pipeline; with inline edit they can do it all from their List View Easily update case status • An agent can quickly update the status of various cases without having to go into the record
  • 81. Clearer Error Messages Easily find your mistake and correct it Error messaging in the footer Field level error Row level error
  • 82. Mass Actions on Related Lists Users can now select multiple records on a Related List at the same time and take an action Mass Action buttons can be default from Salesforce (i.e. Add to Campaign from Leads), as part of a package (Pardot Engage Email), or a custom action created by the Admin Checkboxes to select records Row counts
  • 84. Pre-define the scope before you search Save time and clicks! New option to pre-define search. Objects available are ones in user’s app nav or smart scope and “Chatter” Once selected, that scope is inserted Instant results (MRU) are now scoped User goes directly to scoped results.
  • 85. Provide more relevant results with Dependent lookup filters Make it easier for users to find the record they want by displaying fewer yet more targeted results with dependent filters For example, add filters so that the Reports to Contact field only shows contacts associated with the Account selected in the Account Name field on the same record.
  • 86. Search for Contacts using the related Account Name It’s easier than ever to find a contact 8,310 IdeaExchange Points Related Accounts are also returned for Contacts on Multiple Records. Both Account & Contact are returned Just enter a first or last name (or both), plus the account name
  • 87. Lightning for Gmail (Beta) In this release, we provide support to customers with Sales Cloud, Service Cloud, or Force.com licenses. https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_lightning_for_gmail.htm
  • 88. Introducing Lightning for Gmail (Beta) Work with Salesforce records directly from Gmail Associate the email to the right Account/Opportunity/Case or Custom Object, and all People automatically get associated, no need to do it manually. Search, view, and edit relevant Salesforce records right next to their emails—without ever leaving Gmail!
  • 89. Saving Gmail emails is easier than ever! Gmail emails with rich formatting such as coloring, bolding, tables, etc… render the same way in Salesforce. Rich Text Formatting (bolding, colors, tables etc…) is preserved when looking at the Gmail email in Salesforce
  • 90. Accessible from Google Calendar Users can see and relate Salesforce records pertaining to appointments Lightning Sync syncs Google Calendar Appointments into Salesforce and associates them to Contacts. Other Salesforce records (Account, Opportunity, Case, or even Custom Object) can be related too with Lightning for Gmail..
  • 91. Put Your Own Spin on Lightning for Gmail Enhanced record details page, including inline edit Tabs available on the record page include Details, with inline edit Other tabs show the record Chatter Feed, Activity Timeline, and Related lists
  • 93. Clean Rules are Now Data Integration Rules Check the data integration status of a record (Lightning) Check the data integration status of a record (Salesforce Classic)
  • 94. Customizable Field Mapping Many customers use custom fields to meet their unique business needs. With customizable field mapping, customers can increase their match rates and ensure new data goes exactly where they want it to. Match field mapping allows you to specify which fields on the CRM record to use for matching to D&B companies Update field mapping allows you to specify which fields on the CRM record to update with company data from D&B
  • 95. Enrich Annual Revenue on non-USD records Annual Revenue is a key piece of information to help sales teams segment and target their customers with greater precision. Now this field can be enriched for multi-national customers who use multiple currencies within a single org. Annual Revenue is converted from USD into the record currency and displays in the record currencyAdmin configures the org’s active currencies and exchange rates U.S. Dollar must be one of the active currencies
  • 96. Enrich addresses when state & country picklists are enabled Customers use state & country picklists to standardize their CRM records and prevent data corruption. Now they can enrich address fields on accounts and leads while adhering to their org’s data quality standards. End users see the display names that have been configured in the org’s state & country picklist settings State Code and Country Code fields are enriched with state and country ISO codes
  • 97. Keep Your Data Current with Data Refresh When data refresh is enabled for a rule, your data always reflects the most current information available Make sure this option is selected in order for records to be refreshed with the latest data from the data service
  • 98. Your central location for questions, answers, sharing and staying in touch. Join Lightning Now today! Engage directly with salesforce experts! Hear from our MVP’s, other customers and salesforce resources! Access resources, webinars, people, all designed to help you achieve success! www.salesforce.com/success-lightning LIGHTNING NOW: Community Hub for your migration plan
  • 100. Lightning Service Console (Beta) https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_salesforce_console_for_service.htm
  • 101. Workspace (combination of primary and subtabs) Primary tab (main record user is working on) Subtab (secondary/ related records that open within a primary tab when a user clicks on their links) Service Console now in Lightning Experience New updated user interface and easy-to-use Lightning components New 3 column flexi page layout designed for Console Utility Bar (houses global applications/ utilities like CTI and History) Open CTI is fully supported in Lightning Console We know that consoles are powerful apps, and we’re working on bringing that power into Lightning Experience. As we catch up to parity with Salesforce Classic consoles, for now, the Lightning Service Console is best for small- and medium-sized businesses.
  • 102. All of the Lightning Service Console features are now available in an OOB app called “Service Console” that you can customize to your heart’s content! Get up and running quickly with the out-of-the-box app New Service Console in App launcher
  • 103. New flexipage type Service Cloud setup makes it easy To help you roll out quickly, we’ve created Service-specific setup flows These setup flows guide you through setting up Email-to-Case and integrating Facebook and Twitter into your console. To get started with Lightning Service Setup, click the setup gear icon and select Service Setup.
  • 104. Navigation (Nav) tab (used to access list views) List Views (open multiple records as primary tabs quickly. Work on multiple records at the same time, in a single browser window) Nav Drop Down (navigate to record list views) List views in the new Service Console
  • 105. Card of record details, as well as parent (lookup) records Card fields are inline editable Card title can be clicked for record details in subtab Related Record Component Give your users the record details they need most Supports Search and Quick Create capabilities Show details about an associated contact on a case
  • 106. Related List Component showing child cases of parent contact Related List Component showing activity history, case comments and attachment related list Related List component Focus on the things that matter most
  • 107. History Component Link to all primary tab and subtabs opened in the workspace History Component button History component Keep track of your recently visited primary tabs and subtabs Clear history Generate url for primary tab/ subtab for user to copy History Component Setup and Properties
  • 108. Related Record Component Related Record Component Properties Related Record Component Preview - Parent Contact Details Field: Field that points to related record (case contact here) Update Action : Action driving the layout when record is specified Create Action: Action driving layout when no record specified Use the App Builder to customize your Service Console app Or create your own Lightning console app from scratch Related List Component Related List Component pointing to parent Contact’s related list of Cases Related List Component properties - Parent Record points to the record generating the related list. Related List points to the related list that should be rendered
  • 109. Sample Use Cases Role Use Case Example Lightning Console Agent Provide a powerful multi record productivity environment I would like to support multiple customers at once Related List Component Agent Quickly view information about related records or record itself I would like to see the last 5 cases this contact logged. Lookup Component Agent Quickly view information about parent records or record itself I would like to see information about the Contact who logged this case. History Component Agent View Console workspaces accessed recently I want to be able to view the case that I opened last
  • 111. Revamped Case Feed in Lightning Case Feed in Lightning Provide a single view of all activity on a case Feed action icons to indicate type of update. Quickly See What’s Changed When Records Are Created or Updated Get up to speed quickly on a case by viewing updates in reverse chronological order
  • 112. Case Assignment checkbox now in Lightning Manually invoke assignment rules on case creation and edit Case assignment checkbox
  • 113. Knowledge in Lightning (Beta) https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_salesforce_knowledge.htm
  • 114. Knowledge now in Lightning Unified Knowledge Object Home One place for all things Knowledge including searching, viewing, creating, editing, and managing Articles.
  • 115. Enable Lightning Knowledge Note: Lightning Knowledge is a data model and UI change so must be explicitly enabled – see the release notes for considerations Lightning Knowledge is best for orgs new to Knowledge or for existing orgs that can easily consolidate to one article type, have few data categories, and use single-language mode. When you enable Lightning Knowledge, you can’t disable it.
  • 116. Lightning Knowledge now has List view functionality Define List views for Knowledge Articles with Filters and Fields from the article 3 default list views are created: • Archived Articles • Draft Articles • Published Articles NOTE: Knowledge lists must have 1 Publishing status and 1 Language in the filter or no records will be returned in the list view.
  • 117. Authoring Actions on List Views Available actions are based on the publishing status of the Article Different actions will show if it is draft, published or archived. Only users that have access to these actions in their User Profile will be able to execute them. New articles can be created from the New button at the top right of the screen.
  • 118. Actions in Page Layouts Lightning Knowledge has each of the Publishing actions now separated as individual actions that can be added and removed from Page Layouts Different actions will show here based on the publishing status of the Article: - Draft Articles: Edit, Delete, Publish - Published Articles: Edit as Draft, Archive - Archived Articles: Restore
  • 119. Search for Knowledge in Global Search Find Knowledge Articles faster with snippets & highlights As you start typing “Knowledge”, you are given the option to “Limit search to Knowledge”. When this option is chosen, only Knowledge will be searched even though this is done in Global Search. Instant results are both scoped & filtered When this option is chosen, a Knowledge “pill” is added to the Global Search box and then only Knowledge will be searched in Global Search. Snippets now appear on the Top Results page, allowing users to know more about the article before they click
  • 120. Pre-define for Knowledge filters Applied filters can be changed by selecting the filter pill. Once selected, that scope is inserted Find articles faster, improve agent productivity and reduce duplicate articles Additionally, you have an option to specify filters to narrow your Search in “Advanced Search New - option to specify “Archived” as a filter in Publishing Status. This enables you to search your Archived Articles (if you have access to them) from the same Search box that you conduct all Searches from.
  • 121. Article Types are replaced by Record Types Also includes the ability to change the Record Type on a Draft of an Article Upper fields defined per Record Type in Compact Layout Collapsible sections Ratings component including ability to change ratings! Categories Viewer and Chooser Components Post in the Knowledge Article Feed You started creating an Article as an FAQ and then want to change it to a Troubleshooting Article? No problem!
  • 122. Knowledge Record Home Related and Versions Tabs Choose which related lists are viewed in the Page Layout setup per Record Type per User Profile. New Files Component replaces File Fields used in Classic Knowledge for attaching Files to an Article. User the Versions tab to navigate between versions of an article and to view the change history.
  • 124. Locations Model Customer sites, Inventory Locations and Van Stock Checked if Van Stock Location Checked if Stock Location Model Customer/Job Site Sort your locations into mobile vans, warehouses, and customer sites.
  • 125. Locations - Model Van Stock Track multiple aspects of your parts and van stock To model Van Stock - Associate Service Resource to Location
  • 126. New object - Product Items Model stock availability at your locations Individual instance of products that are available at a stocking location (e.g warehouse)
  • 127. New Object - Products Required Related list of parts needed for work type or work order List of suggested parts that could be used for a type of job.
  • 128. New object – Products Consumed Record Products Consumed for a Work Order List of parts that were consumed for a work order When parts are recorded as consumed, their quantity on hand is decreased accordingly on the Product Item.
  • 129. New object – Product Item Transaction View a journal of all inventory transactions Automatic adjustment of Quantity on Hand Transaction Type Replenished Consumed Adjusted
  • 130. Field Service Lightning iOS Mobile App https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_mobile_field_service.htm
  • 131. Field Service Lightning iOS Mobile App An indispensable tool for every Field Technician Purpose Built For Mobile Workers We have optimized the Field Service Lightning experience for mobile users. This application is fast, has a beautiful and easy to understand User Interface, and is built with usability in mind Built Offline First Technicians do not have to worry about downloading their appointments and other important objects on device before going offline, it is pushed to them via Notifications. Additionally Technicians can perform their work all day without having to synchronize to the server Configurable Majority of the application is metadata driven based on page layouts, actions, app extensions, and mobile app settings. Companies can declaratively brand and configure the application for their organization without having to code or build their own application. Generally Available on the Apple App Store mid February, 2017 iOS 9.3 or later devices
  • 132. Optimized User Interface List of Service Appointments Push Notifications User Profile Page to declare Absences
  • 133. Optimized work order and work order line item cards Overview of the Service Appointment and Work Order Work Order Line Items Information about the Contact and the Asset being serviced
  • 134. Collaborate as you progress through the work order Details of the Work Order (Page Layout driven) Related Lists on the Work Order Conversation-style Chatter Feed on the Work Order
  • 135. Tracking parts and using quick actions Technicians can record Products Consumed here Technicians can search Van Stock and Price books for Products Quick Actions configured for the Work Order via Page Layout
  • 136. Technicians can view Knowledge Articles attached to Work Orders Actions done on the mobile application are stored in an offline queue to be uploaded when there is network connection Application can be branded to match the company’s brand colors Accessing Knowledge, working offline, branding We have included a “Dark Theme” that we believe many of your technicians may love. It’s especially useful for technicians who work in very low light conditions.
  • 137. FSL iOS Mobile App Flow - completing a work order Technicians can view additional Work Orders scheduled for the Location Technicians can ask for proof of service via a signature Built-in barcode scanner allows technicians to search and update records
  • 138. Service Reports can be generated and viewed by the mobile client Salesforce Flow Processes are downloaded for offline execution FSL iOS Mobile App Flow - completing a work order
  • 139. FSL iOS Mobile Setup Page Branding colors for the mobile application Other Application Settings Listview to be used by the Field Service application App Extensions
  • 141. Social Customer Service in Lightning Experience Increased support for Reply & Retweet Case Feed Actions Reply & retweet actions default to the correct social account & message type based on the data from the post you are responding to
  • 142. Social Persona Record Home Social personas now have a record home page in Lightning Experience View related Social Posts from this person on social media View details about the persona, including the parent Contact
  • 143. Social Post Record Home Social posts have a record home page in Lightning Experience Renders message in native format View related posts and cases Click through to Social Persona record
  • 144. Social Customer Service - Lightning Experience Social Post Lightning List Views The Social Post tab has mass actions, allowing you to triage posts in bulk, icons to easily identify the provider, and a clickable Content field to see a post’s content Take advantage of Create Case & Ignore triage actions per post
  • 145. Lightning Setup Flows for Twitter and Facebook Set up Social Customer Service in minutes through an easy, step by step process In the Lightning Service Setup app, configure Twitter or Facebook for service, in minutes Lightning Setup Flows provide step- by-step guidance so setup is easy Configure the social account you will use, and the users who you authorize to respond to inbound social posts on that page or handle
  • 147. Snap-ins Chat now Generally Available Embed Responsive, in-page Live Agent Chat on ANY Page The new Snap-ins chat experience provides a modern in-page chat experience that keeps customers in context while they chat with agents. No more switching back and forth between tabs/windows to talk with an agent and continue your work on the page. And no more abandoned chats due to windows getting lost in the background
  • 148. Snap-ins Chat Chat Visitor Flow (1 of 2) Add a small code snippet to any page to get a chat button We provide 3 OOTB defaults you can choose from for pre-chat and a wizard where you can configure your own pre-chat fields. All Images are customizable in the experience While waiting visitors can minimize the widget and continue to browse the site
  • 149. Snap-ins Chat - Chat Visitor Flow (2 of 2) Once an agent accepts the chat, the visitor can start chatting without leaving the page they were on Visitors can minimize the chat widget to get it out of the way and we notify them when new messages come in from the agent Clicking the minimized chat brings the widget right back and clears notifications
  • 150. Configurable Pre-chat – simplified setup: Choose Your Objects and configure the form Choose the objects you want created when a chat is initiated. Leads for sales, cases+contacts for service, or just contacts. Create a pre-chat form that addresses your different business needs customize the fields used on the form .
  • 151. Sample Use Cases Role Use Case Example Chat Support for Service Agent Integrate help into any web page or web app where customers might need to chat with an agent to solve an issue. A customer is having problems with their cable and needs to chat with an agent on their provider’s mobile page to get support. Chat Support for Sales Agent Integrate chat into e-commerce sites to help customer complete purchases online. A visitor to a travel webpage needs help while purchasing a train ticket on the site. Setting up Live Chat Admin Set up chat for a web page. A salesforce admin at ACME needs to configure chat for their ecommerce site.
  • 154. Record Type and Profile Activation Customize a record page and pinpoint a combination of app, record type & profile Manage Page Assignments in Object Manager Activate Page Assignments in App Builder Great for orgs that rely on record types to control the information viewed by end users across all their objects Example: Give your sales managers a different view of opportunities than your sales reps
  • 155. Edit Person Account record pages in Lightning Create customized Person Account record pages with App Builder Edit Person Account Pages in App Builder Assign to Person Accounts in Record Type step in page activation flow
  • 156. New Page Templates give you more design options We added new page templates for App Pages and Record Pages App Page templates Record Page templates 3 new App Page templates - they’re responsive, look great on mobile too! 4 new Record Page templates including 3 column options for Sales & Service consoles Or clone a system default page that comes with standard components too
  • 157. Sample Use Cases Role Use Case Example Assign by Record Type/Profile Admin Assign custom pages to specific record types and profiles Admins needs to provide a separate page for case management record type & service profile from standard Person Account customization Admin Create a custom Person Account record page The admin at a B2C retailer can now customize the record pages used to track customers More templates Admin More page templates to choose from when creating a new page Admin wants to create a 3 column record page for users
  • 158. Global Actions in Lightning https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_forcecom_flow.htm
  • 159. Take More Actions from the Global Actions Menu Create records from anywhere within the application Global Actions now available in Lighting Experience Customize with Lightning, Visualforce, and Canvas actions Work on multiple records at the same time
  • 160. Customize your Global Actions by user profile Use Lightning, Visualforce, and Canvas global actions to bring custom functionality to users Drag-and-Drop actions from the “Salesforce1 & Lightning Actions” category to the action container section
  • 161. Sample Use Cases Role Use Case Example Customize actions for users End Users, Administrator Different users can quickly access actions for creating records they commonly use. Sales users can have New Account, New Opportunity, and other actions in their Global Actions Menu, while Service users can have New Account, New Case, and other actions in their menu. Create custom business processes Developer Create Lightning Components and use them as global actions to support custom business processes. Users can access a global lightning action from anywhere within Lightning Experience for custom functionality. A better alternative to JavaScript buttons in Salesforce Classic. Integrate with 3rd Party systems ISV Create Lightning Components for apps requiring API integration within Salesforce Platform or 3rd Party systems. Integrate with a 3rd party real-time collaboration platform like Google Hangout or GoToMeeting so users can schedule meetings with customers.
  • 163. Flow Screens in Lightning Administrators can now choose to have all of their flow screens appear in the Lightning framework so they look more like the rest of their Lightning UI. OLD: Classic Style NEW: Lightning Style
  • 164. Two-column Flow Screens – Lightning Only Fields can be grouped and organized to make more sense to the end-user Make better use of screen real estate and fit more on a single screen End-users will have to scroll less, and they will be able to more quickly digest information and the purpose of the screen, so they work faster
  • 165. Flows in Lightning App Builder (Beta) Embed Flow screens in Lightning App Pages! Drag & drop flow component onto a Lightning page. Choose the flow to be used and configure. Flow fields display in 1 or 2 columns. Set Flow input variables, such as the ID for a record.
  • 166. Dynamic Flow Screens – open pilot How to Use It: An example of a common use case Choose something (OS), then dynamically show other choices (devices) specific to the first choice. Choose Operating System: Visible by default OS-specific device fields: Not visible by default. Only one will be displayed based on chosen OS. One rule per OS: Display the OS’s device list if the OS is chosen. Control field properties. Change visibility or requiredness. Set conditions for when rule will be run.
  • 168. Items to Approve Component Review & respond to your pending Approval requests on Lightning Home pages Component shows 5 Pending Approvals. Click View All link to open Approval Request Tab displaying all Approvals awaiting attention.
  • 169. Approval Requests Tab Approval Requests Tab displays all Items to Approve, with Approve & Reject actions To add the Approval Requests navigation tab to a Lightning app, use the App Manager in Setup. SETUP
  • 170. More custom picklist enhancements https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_forcecom_custom_picklists.htm
  • 171. Now you can change the label users see without changing the API name that an integration “sees” …. Preserving the integrity of your integrations to other systems Edit label separately from API name Changing a picklist value label used to change it’s API name as well. If that API name was used in an integration with another system, this would break that integration.
  • 172. Prevent admins from accidentally breaking integrations Org preference lets you keep the original behavior Now you can edit me…. Now you can’t ✔ Setup > Data Management > Picklist Settings
  • 173. All global picklist fields, using the same global value set, now have individual record types Previously, if two picklist fields on the same object used the same global value set, the values could not be assigned to record types independently for each field. Record types now reference field, not value set giving you more flexibility Each field shows up separately on the record type… even though they use the same value set
  • 174. Values can be assigned separately for each field Previously two fields on same object using same value set couldn’t do this
  • 176. Lightning Login When you enroll in Lightning Login, the Authenticator app prompts you to Approve the enrollment on your smartphone. Users may also be prompted to enter a PIN or scan their fingerprint. Subsequent logins will no longer require a password. All you need to log in is your username and your Authenticator mobile app.
  • 177. Connection Reorder To move accounts, simply hold down the hamburger below the account icon to move it up or down. Users can organize their accounts so that their most frequently used connections can be accessed with ease.
  • 180. Dynamic Report Filter Parameters Custom links in Lightning can now override report filter values
  • 181. Report Subscriptions Reports Scheduling is now possible thanks to the Report Subscriptions feature Subscribe
  • 182. Enjoy the same Dashboard Charts in Lightning View Chart Parity with Salesforce Classic
  • 183. Expand a Dashboard component See your dashboard data in more detail
  • 184. Follow dashboards and share components on Chatter Share Dashboard Charts by Posting Them to Chatter in Lightning Experience
  • 185. Sample Use Cases Role Use Case Example Dynamic Report Filter Overrides VF Developer Needs to put custom links on a custom Salesforce page, to link to an Opportunity report with different filter criteria. Needs to override first filter for Stage to be Closed Won, and second filter Account Type to be Partner Uses this for URL link to report: {URL to Lightning Report}&fv0=Closed Won&fv1=Partner Report Subscriptions Sales Manager Needs weekly update on each of his team members’ open deals. Subscribes to his “Team Pipeline” report, to be sent to him every Sunday evening at 8pm. Expand Dashboard Components Sales Executive Component on Dashboard is not big enough to display all data on the component. Use expand component to reveal more data Many groupings on chart hide their own labels. Expand chart to view to expose the groupings in more detail View Chart Parity between Classic and Lightning Sales Ops Manager who moved to Lightning Build and consume a Lightning Dashboard with full charts view parity with Classic Add Funnel and/or Scatter Plot components to a Lightning Dashboard Follow a Dashboard / Share Dashboard charts on Chatter Sales Ops Manager Share a chart that has some valuable information with key Sales Manager. Sales Manager can subscribe to Dashboard on Chatter to automatically get updates Sales Manager hit their quota for this quarter. Sales Ops manager shares snapshot of component with them on Chatter, to update them and the rest of the team
  • 187. Users can Trend to Wave from the report page in Salesforce Start from a report in Salesforce or use a report as a source when creating a new dataset in Wave User can start from a Report on Salesforce... … and select a few options to create a new Dataset and Dashboard in Wave. A new snapshot will be created every week by default
  • 188. Immediate access to a Wave Dashboard Keeps the same Grouping and Measures in the original report
  • 189. Integrated Insights See your list of Trended Reports in Salesforce
  • 190. More flexible scheduling Configure Snapshot Schedule for Trending Reports as you create the dashboard Trend Salesforce Data is a new option available when creating a new Dataset in Wave Users just need to select a Report to start creating new weekly snapshots in Wave
  • 191. Flexible Scheduling – up to Daily refresh Put trending on your schedule by choosing daily, weekly, or monthly updates using relative or specific days
  • 192. Easy tools for Admin to Manage End User Utilization Limit the max numbers of rows a single trended dataset can have, so you can easily control your Wave data usage Limit the max numbers of rows that’s snapshotted from the report. This can be used to make sure users use the feature responsibly and don’t snapshot huge reports Set Org-Wide Limits on Dataset Size for Trending Reports
  • 193. Sample Use Cases Role Use Case Example Sales Pipeline Sales Operations Trend in Wave Pipeline Report Snapshots of your Pipeline report can be generated every week to compare past and present performances of Sales Teams and forecast future sales Service Cases Customer Service Manager Trend in Wave Open Cases Report Study the evolution over time of metrics such as the number of open cases and the time to close cases, to guide decisions on hiring new team members or modify the current policies on customer service
  • 195. Data Prep is now Generally Available Create Salesforce easy data transformations No dataflow JSON coding required Data Manager provides an overview of all data integration tasks Prepare section has an overview of all recipes and their status Identify recipe status Identify target dataset status
  • 196. Add data from another dataset Data Prep automatically suggests lookup keys Define complex filters Include / Exclude fields
  • 197. Bucketing On Dimension And Measure Values Keep track of applied transformations . You can also edit or delete recipe steps. Collapse ranges of measure values into buckets
  • 198. Create Computed Fields Data Prep automatically suggests field transformations Create new fields with the computed fields capability
  • 200. Analytics Home Access your most important Wave App in one click and stay on your business with Notification tracking You can access your personal Analytics home and run Wave apps from a tab within Salesforce. The new home page gives you the power to focus a spotlight directly on the analytics relevant for you. Pin the apps you use most, and track the progress of notifications that you’ve set.
  • 201. Custom App Navigation Organize Dashboard order and visibility to create a path in your app Click the plus sign to add dashboards from the browse view of the app Click Save to retain the navigation for your app, and then share the app with your customers. Generate a custom navigation within each app to expose the right dashboards to the right users
  • 202. App Presentation (enhancement) You can share, download, access the dashboard designer, set notifications, and collaborate in a dashboard’s feed with annotations. In addition, presentations no longer use hidden dropdown controls. The controls and navigation are always available. Controls
  • 204. What’s coming in Wave for Sales - Spring ‘17 Extend the Wave for Sales App faster with the new Wave Dashboard Designer Follow Dashboards Collaborate directly with team Manage all alerts for this dashboard New visualization options such as target and reference lines Support for Opportunity Splits and Collaborative Forecast Quota Less SAQL required with the new runtime Tasks and Events merged into a single Activities Dataset
  • 205. New dashboards for Executives Available after the Spring ‘17 release completes 4 new dashboards for the executive persona View Sales and Service key KPIs in one place Connect with external data sources to get Revenue performance
  • 206. New Lead Performance Dashboard Discover trends in Leads with the new Lead Performance dashboard View Leads by Region, Source and Industry View lead conversion trends over time Group leads by Einstein Lead Score if using Sales Cloud Einstein
  • 207. Smart Wizard The enhanced configuration wizard checks Salesforce data to assure you can successfully create an app. New app configuration wizard can do various scans of the org to minimize dataflow issues and target questions to org objects, fields, and values. Prescans org to ensure basic app creation criteria is met. For example in Service Wave, ensures there are closed cases and tasks. In addition certain questions can be pre-populated or hidden depending on initial scan of the org. For example Fiscal offset or use of RecordTypes.
  • 208. Wave for Service on the New Wave Dashboard Designer Wave for Service has the following new features: Complex calculations and formulas, e.g. bottom quartile CSAT and erlang formula on call data Visualize insights with new extended charting library Draw attention to changes via Notifications and Conditional Formatting
  • 209. Wave Dashboards, Explorer, Charts https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_bi_explore_visualize.htm
  • 210. Manage Dashboard Images Using Salesforce Files Salesforce Files for managing images for dashboard, container, and image widgets Select from existing gallery in Salesforce Files, or upload new image Supports png, jpeg, jpg, gif, bmp, svg* up to 2 GB can Images created in App where dashboard is saved Dashboard packaging: Images automatically created and referenced Existing Wave dashboards using docId for images will continue to work. DocId will be displayed in Image widget properties and not editable. Users can remove and re-upload image using new UI, to make images packagable.
  • 211. Fine-Grained Row Height Take full control of layouts with fine-grained row heights When row height is “fine”: • Row heights are 15px instead of 42px • Vertical cell spacing is removed (set to zero and non-editable) Wave determines the default size of a widget based on number of columns and the row height to ensure that the widgets are readable and retain their relative sizes.
  • 212. Custom Bulk Actions Via Visualforce Enable custom action for a Table widget via checkbox. Label of action in widget dropdown Visualforce class Add an optional namespace prefix Issues a POST request to the Visualforce page, passing the Wave query for the VF page to use.
  • 213. Editable Step Labels Identify steps with descriptive labels Steps in a dashboard now have a label in addition to a name Labels can be set when step is created (clipped from Explorer, created via “Create New Step”, created via chart/table config wizard). Step name is derived from step label. When referencing steps in JSON, use step NAME Step labels can be updated after step is created. But, step names will not change after the step is created. Chart/Table Config Wizard Clipping from Explorer Widget properties panel Editable step label (new) Step name
  • 214. Duplicate Widget Build Dashboards Faster with Widget Cloning and Step replacement Create a copy of a widget in the same dashboard, preserving the widget properties Select widget and either choose the “Clone widget” icon in the floating menu bar at the bottom of the canvas, or use Ctrl/Cmd-D New widget is created at the end of the dashboard, copying over the widget properties. If original widget had an attached step, the new widget uses the same step (the step is not copied).
  • 215. Detach Step To replace the step powering a widget, you can detach a step and attach another one. Select the widget, and in the “Step” icon in the floating menu, select “Remove Step”. The step is detached. Any widget-level properties previously set are retained, so that when a new step is attached, the widget-level properties don’t have to be set again. Notice that the “Step” icon in the floating menu is new. From here, you can see the name of the step powering the widget, view step properties, and clone step (previously, you needed to navigate to the Step panel to do these operations).
  • 216. New Date Range Picker More Intuitive Controls for the Date Widget Quickly navigate months and years via calendar picker Enter custom offset values Use “Today” to define YTD, etc. Switch between standard and fiscal calendars “Today” is dynamically computed (based on UTC) when the dashboard is rendered. You can set calendar start and end dates by attaching a static step to the date range picker widget. While previewing a dashboard, you can quickly scroll through years and months when selecting an absolute date. Previously, you had to enter the date or use the slider to pick a date When adding an expanded date range picker, ensure that it is wide and tall enough to display all of the options (especially for “Relative”).
  • 217. Summarize Data Across Dimensions with Pivot Tables Improved Pivot and Values Tables A table with two or more groupings (and at most one measure) can be pivoted. When pivoted, the last listed dimension will be displayed across the top.
  • 218. Custom Display for List and Toggle Widgets Widget level projections This feature allows admins to create a custom display using any/all fields queried in the step. Use in conjunction with SAQL step (see next slide) to group by one dimension, and display another. Text-based search will search against the custom display value Available for LIST widget and TOGGLE widget Specify custom label, including any symbols/separators for combining multiple fields All groupings, measures, and non-grouping dimensions (see SAQL step) are listed here. Selected fields are automatically added to the custom text input box.
  • 219. SAQL Step Type Query Datasets and Salesforce Objects with New Step Types A new step type (in addition to existing aggregateflex, aggregate, grain, . . . ) which is defined using only SAQL. There’s no need to separately define a Compact Form representation. Allows you to create steps which have groupings, measures, and non-grouping dimensions. Can be created only via JSON coding (in future Explorer UI will create these steps). SAQL steps can be referenced in bindings when defining other steps. When defining a SAQL step, you can use bindings referencing other steps.
  • 220. SOQL Step Type A new step type (in addition to existing aggregateflex, aggregate, grain, . . . ) which allows you to query data directly from Salesforce * * Salesforce security model applies. If user cannot access a particular SFDC object queried in the SOQL step, an error is displayed. API calls issued by this step do count against the Salesforce API limit. SOQL steps can be referenced in bindings when defining other steps. When defining a SOQL step, you cannot use bindings referencing other steps. SOQL code Query Datasets and Salesforce Objects with New Step Types
  • 221. Dashboard Gutter Color Set separate colors for the dashboard background and the gutter. A gutter appears if the dashboard layout has a configured Maximum Dashboard Width, and the screen displaying the layout is larger.
  • 222. Text, Link, & Number Widget Alignment Horizontal text alignment settings for text, link, and number widgets. Link - left/right/center for link text Text - left/right/center for text Number - left/right/center, with different behaviors depending on whether widget is single, compact, or full mode and whether a label is displayed (see examples) Number widget with label Number widget without label Single row: Alignment options have no effect: text is full-justified Compact: Alignment options affect both lines (Number and label) Full: Alignment options affect both lines (Label and number) For Single, Compact, and Full modes, alignment options affect the display of the number within widget.
  • 223. Support for Null Measure Values Get Accurate Calculations with the New Null Measure Handling Wave datasets can contain null values for measures if the proper permissions are enabled Aggregations of measures where all values are null, are displayed as “-” in number and table widgets. Nulls values are handled differently for each charts based on the visualization purpose. → Only the dimension value will be shown in bar charts, it won’t be displayed in pie chart but in the legend, etc. Santa Monica value is null
  • 224. Log Scale support Improved readability of your charts Available for the following chart types:  Bar  Stacked bar  Column  Stacked column  Scatter  Waterfall  Stacked waterfall  Combo  Timeline Log scale is . enabled on the axis level (especially helpful in scatter for example).
  • 225. Enhanced Wave Charts New Chart types and options for visualizing any kind of data Bubble Map Predictive Line Radar Chart Treemap Matrix ChartReference Line on flat gauge
  • 226. Sample Use Cases Use Case Example Radar Charts Use radar charts to display a small dataset with one dimension and at least three measure columns. For example, compare the year's quarterly numbers for contracts signed, total contract amount, and average contract amount. Tree Maps Use tree maps to visualize hierarchical quantitative data, where containing rectangles designate relationship with color, and "leaf" rectangles represent quantity using area For example, you can show the number of opportunities by city in each state. Bubble Maps Like map charts, bubble maps use visual cues to indicate measure values in specified geographical areas. For example, you can show the relative number of opportunities in each state. Matrix Charts Use matrix charts (new to Wave dashboard designer) to create a table that represents measures visually, allowing you to quickly spot extreme values. For example, show which product families are generating the most opportunities. Predictive and Reference Lines Need to drive home the point that your data is looking into the future? Look no further than adding a predictive line to your timeline chart. You set the date at which the timeline leaves existing data behind and uses predicted data to chart its course. Speaking of the future, you can now set goals on flat gauges using reference lines.
  • 227. Control the size of legend text in charts Make it more readable, or keep it out of the way, with the legend sizing menu. Available for the following chart types: • Bar • Column • Heatmap • Map Note: The bins values can be tied up to another query via bindings to be more dynamic!
  • 230. Focus Your Community with Audience Targeting Geo and RecordType audience targeting allow you to present personalized content based on geography as well as content specific to different objects. Location and Record Types are new criteria types Select locations by city, state, or country. 2 1 See a summary of criteria you have set, including AND conditions between criteria types 3 I want my home page to to show a personalized experience relative to the respective geography of my end user. For example, I want to show my users from California a different version of the page than my users coming from New York
  • 231. Audience Targeting - Audience Summary In addition to profiles, you can now add location and record type criteria to page variations and hit your target audience Target by one or more criteria type. See a summary that shows you the audience for each variation. 1 2
  • 232. Mobile Support for Web Actions Update Salesforce data on the go from right within the Community Your Community Members can now use their mobile device to update Salesforce Records, or modify List Views A partner working at a client site can quickly add leads or update opportunities. A field service technician can close out appointments right from the job site or add new work orders.  Customers accessing a community on a mobile device can log cases.
  • 233. Control the theme layout on every individual page Deliver a personalized experience – no coding required! Create new Theme Layout Types to associate with custom theme layouts in your Org. Apply unique theme layouts on a per-page basis in Page Properties
  • 234. Apps – Service and Partner Communities http://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_networks.htm
  • 235. Service Communities > Topic Vibrancy Metrics See How Often a Topic Is Followed and Used See how often a topic has been used in the past 60 days, and how many followers it had
  • 236. Find information in the Community more easily See More Relevant Suggested Search Results A community member searches for “ coffee”: the suggested autocomplete search result shows the most relevant results across all (configured) objects containing “ coffee.” -- not just Articles and Discussions. Previously, you’d see suggested search results listing only discussions and articles. Now, autocomplete search checks for any object exposed in your community and made searchable by the admin.
  • 237. View Reports & Dashboards right within the Community Community members can also collaborate using feeds. Feed, Follow, Refresh Dashboard Detail
  • 239. Community Workspaces All the tools that you need for building, managing, and tracking your community in one place Want to jump to another workspace from the workspace you are in? It’s easy! Click the icon in the upper left corner and a navigation dropdown menu appears. Quick links to access useful resources
  • 240. Google Analytics Measure user engagement and self-service deflection at a granular level Admin opts-in to let Google Analytics collect Salesforce data Admin installs the Google Analytics For Salesforce Communities app from Google Apps. Admin needs to create custom dimensions and events as per our documentation. Dashboards and reports get installed. Monitor how many user searches get deflected through articles and discussions and understand the type of users being helped
  • 241. Improved collaboration in communities http://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_networks_community_templates.htm
  • 242. Discussions on Articles Customer Community Plus now offers extended capabilities Add your comments in article feeds in communities. Other community members can see your feedback and give their own
  • 243. Direct Messages in Communities (Napili Template) Private communications have been rebuilt with rich content, post sharing, and more. Moving a public question to a Direct Message A new messages can be started from a post, user, the messages page, user hovercard, and the user’s profile page. Add components to any of your pages to show the latest messages
  • 245. Chatter Feed in Lightning http://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_chatter_feeds.htm
  • 246. Redesigned Chatter Home in Lightning Experience Users get a customized view of what’s happening in their organization Company Highlights replaces the All Company Feed Chatter Streams Recent Groups List In a single location, this feed automatically brings forward the most interesting discussions happening within your organization so you are always in the know
  • 247. Chatter Streams: Create Build a Stream with your largest opportunities or highest priority cases or put them all into one Stream - it’s up to you. Create up to five Chatter streams that combine posts from different feeds and different feed types
  • 248. Chatter Streams: Reduce noise from notifications You don’t have to follow a person, group, or record before you add it to a stream. The great thing about adding a feed to a stream is it doesn’t count against the number of follows you’re allowed. Also, when you follow a person, group, or record, you receive notifications about that entity’s activities. You’re not notified about specific changes in your stream. If you’re interested in reducing noise from notifications, streaming is the perfect alternative.
  • 249. Sharing a Post in Lightning Experience Post sharing is reinvented within the Lightning Experience To share, click on the share action on the post. Opens the share dialog with the post attached.
  • 250. Type Indication in Comments Lives Feeds now shows you if other users are writing comments When people are typing, you see an indication above the comment box.
  • 251. Chatter Groups in Lightning http://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_chatter_groups.htm
  • 252. Customizable Groups . Groups can contain any arrangement of components and any page layout This group is optimized to help close deals, and contains related opportunities, relevant charts, and sales collateral This group is optimized for support--note that Question is the only option in the publisher
  • 253. New Group Home See your groups in a beautiful, information-rich tile-based view
  • 254. Customer Group Invites Invite external users via email address
  • 255. Filter Feed for Questions Find all Questions and Unanswered Questions in a Group Feed
  • 257. Library Subfolders in File Home and File Selector (Beta) Library managers can create folders to organize content so users can find what they need quickly. Folders are visible to all users who have access to the library.
  • 258. File Selector in Files Related List Directly share an existing Salesforce file with a record via the files related list, even if Chatter is not enabled Add an account plan to an account, collaborate on a pitch deck right from the opportunity, or keep warranty information connected to a case. It’s easier than ever to share and track documents right where you want them: on the record!
  • 259. File Related List Actions Download, Update, Rename or Share a file directly from the files related list. No need to open the file preview anymore to access the file actions Renaming a file
  • 260. Link to an external document on GDrive Click the file icon to open the file preview right from your feed When a link to an external document is pasted into a Chatter post, it’s converted into a Files Connect file reference. The icon and the file title appear under the body of your post
  • 262. Release Cycle and Enablement Some of the following features require a client update (v12, coming approximately by end of February ‘17); others will be available with the normal Spring release schedule. The slides show whether a new client is required or not on the top right corner of the slide
  • 263. Offline Preferences In Spring ‘17, Salesforce1 users can view and edit the objects automatically sync’d for offline use. By default, Salesforce1 chooses the 5 most frequently used objects (by user), tasks and dashboards when syncing the offline cache. But this default selection can be edited by going to Settings->Offline Preferences. 1. Up to 7 objects can be selected for the offline cache 2. Each objects syncs the layout information to support editing and creating records of that object type (up to 15 layouts) 3. 30 records will also be sync’d for each enabled object 4. The preference is device and user specific and not maintained within Salesforce With Offline Preferences, users can view and edit which objects Salesforce1 takes offline! Available on With Spring ‘17
  • 264. Custom Apps in Spotlight Search Spotlight Search is now the easiest way to access custom Lightning and VisualForce apps in Salesforce1. It’s incredibly easy to use: Users swipe down on their home screen, start typing the name of the app, and tap on it when it appears in the search results. With this update, users will now be able to find custom apps, standard and custom objects, contacts, and people using Spotlight Search. Available on With v12.0
  • 265. Attach Content Library files to Chatter Posts Users can now attach files stored in Content Libraries when creating a Chatter post. The flow of attaching files in content libraries while creating a Chatter post similar to attaching Salesforce Files. Simply tap on the attachment button, select Salesforce Files, and select Libraries from the drop down menu. Available on With v12.0
  • 266. Campaigns Quickly drill into the hierarchy across campaigns to understand how campaigns have been organized. Marketing users can add new statuses, edit existing statuses, set default values, and remove statuses that are no longer being used. . Available on With Spring ‘17
  • 267. Create Follow-up Tasks In Spring ‘17, click Follow- Up to create a follow-up task, and remember what’s next on your to-do list. Select a task on the tasks home page and click Create Follow Up Task to create a task based on the old one. Helping Sales reps quickly create a follow-up task Available on With Spring ‘17
  • 268. Recurring Tasks In Spring ‘17, use recurring tasks to schedule predictable events, like weekly meetings, and never forget them again. Tasks can repeat daily, weekly, monthly, or yearly. You can set a task to repeat weekly on any day or days of the week. Or, set a monthly task to repeat on the 12th of every month, or the first Sunday of the month. You also set when the task ends, or you can calculate the latest date automatically. Helping users create a recurring series of Tasks Available on With Spring ‘17
  • 269. Search for Tasks and Events In Spring ‘17, you can use global search to quickly find any Task or Event in Salesforce that you have access to. Note: Unlike Classic, Activities search results are accessed via via “Tasks” or “Calendar” in the search ribbon. They are not combined into “Activities.” Also, this is only available in mobile web. Help find your important action items faster in Salesforce1 Available on With Spring ‘17
  • 270. Create Orders in Salesforce1 Search and Add Order Products Create Orders in S1
  • 271. Lookups - Dependent lookup filters Supporting complex filters and external objects across desktop and mobile enables users to associate records while obeying their business processes in the office or on the go. Make it easier for users to find the record they want by displaying fewer yet more targeted results. Filters are applied to all instant results - both typeahead and MRU - and search results automatically. Dependent lookup filters will be now applied to lookups in Lightning and Salesforce1, if defined. Available on With Spring ‘17