brightgen salesforce spring 17 release webinar
Post on 11-Apr-2017
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Spring 17 Salesforce Release Webinar
Any questions?Email webinar@brightgen.com
Agenda• Salesforce Spring 17 Release • Fond Farewells • Lightning Experience • Analytics • Communities • Chatter • Mobile • Platform
• Q&A
Fond farewells
Fond farewells• Salesforce for Outlook 2007/Exchange 2007 – Spring 17 • Upgrade to 2010/2013/2016
• Stay in touch – Summer 17
• Cloud Scheduler – Winter 18 • Removal of ‘New Meeting Request’ button disables • Not available in new orgs since Winter 17
• Classic mobile app – Dec 17 (details later)
Lightning Experience
Setup
Favorites
Favorites• Appear on all browsers
• Appear on navbar
• Up to 200 favorites • Record home standard/custom objects (including VF overrides) • List views • Dashboards • Reports • Chatter groups • Dashboards
Utility Bar
Account Hierarchy
Person Accounts• Now available in Professional Edition
• Matching and duplicate rules
• Customize person account pages
• Create indirect relationships with contacts
• Merging not supported
View/Edit Converted Leads• Requires permission • View and Edit Converted Leads
• Appear in list views, related lists and search for LEX/Classic
• Recent Leads only in Salesforce 1
• Cannot unconvert leads
Sales Path• Renamed to path
• Supports quotes
• Supports custom objects
• Respects fields required by page layout Opportunities only in Salesforce1
Sales Path• Create path
• Edit page in LEX
• Add path component
Kanban
Kanban and Record Types
Edit records in Kanban
Inline Edit in List Views
Approval Requests
Analytics
Reports• Filter reports through URL parameters in LEX
• https://.../one/one.app#/sObject/00Oa0000008S2obEAC/view?t=1485347878313&fv0=Webinar
Report URL Filter Format• &fv0=Webinar
• & new parameter
• fv0 filter zero id
• Webinar filter zero valuefv0
fv1
LEX Expand Dashboard Components
LEX Analytics• Subscribe to reports • Up to 5 • Daily, weekly or monthly
• View dashboard as specific user • Me (author) • Specified User • Running User • Can allow viewers to change
• Follow dashboards
Communities
Housekeeping• Pre-Winter 16 templates not longer supported • Koa, Kokua and CS (Napili)
• Locker service for communities now rolled into locker service • Enabled for communities only = disabled!
• Locker service restricts <HEAD> tag contents • sforce.co/2kihIxw
Community Workspaces
DashboardsEngagement
reports
Home dashboard
Other dashboards
Recommendations and Topics
ModerationModeration
rules
Moderationdashboard
Items to moderate
Easy switching
Chatter
LEX Chatter Home Page
Chatter Streams
Customize Group Page
Tiled Group Views
Mobile
Housekeeping• Salesforce1 requires iOS 10 in Spring 17
• Classic mobile app to retire in December 2017 • Will stop working December 1 • Will be removed from App/Play store
• iOS 10 and Android 7.0 are the final versions for Classic compatibility testing
Quotes and Orders• Quotes now in navigation menu
• Create/active/deactivate orders
• Change order owner
• Order products related list
Follow up tasks
Call/Email from Profile
• Android
• Mobile browser
• Previously supported on iOS
Unified On/Offline Create and Edit• All changes are saved as pending
• Online used to pause until save completed.
• Background sync with Salesforce
• Notification when complete
Platform
LEX Record Page Assignment• By Record Type, Profile and App
Clone Standard Lightning Page
• Home, Record and Email Application pages
LEX Highlights Panel
Custom Health Check Baseline
Visualforce• <apex:slds /> tag • Latest version!
• $Asset global variable • Images, sprites etc from SLDS
• Force.com site disable access to standard pages
Platform - Other• Only one @testSetup method per class • Will not run otherwise
• Web service callouts allowed from chained queueable jobs • Previously just the original job
• Improved lightning component error messages
More information• sforce.co/2jXwT3h
• Release notes
• Training
• Demo videos
Questions?
Contact Us• www.brightgen.com
• cliveplatt@brightgen.com
• 01376 520578
• @brightgen
• facebook.com/brightgen
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