salesforce spring'16 release overview deck
TRANSCRIPT
Spring ‘16 Release Overview
Sponsored by Release Readiness & Feature AdoptionJanuary 11th, 2016
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 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, 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 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 fiscal year ended January 31, 2009 and our other filings. These documents 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 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.
Spring ‘16 Release Milestones*
Staggered Release Friday, 2/5(NA6, NA7, NA8, NA9, NA17, NA18, NA22, NA28, NA29, NA31, EU5)
Pre-Release Sign-upThursday, 12/17
Staggered Release,Friday 1/15 (NA1)
Sandbox Preview Window Friday, 1/8(CS3, CS4, CS7, CS9, CS11, CS12, CS13, CS14, CS15, CS17, CS19, CS20, CS21, CS23, CS25, CS26, CS28, CS30, CS32 ,CS41, CS42, CS44, CS45, CS51, CS80, CS83, CS87)Saturday, 1/9(CS5, CS31)
Dec Jan Feb
Preview Release Notes12/17
Staggered Release Friday, 2/12(EU0, EU1, EU2, EU3, EU4, EU6, CS81, NA0, NA2, NA3, NA4, NA5, NA10, NA11, NA12, NA13, NA14, NA15, NA16, NA19, NA20, NA21, NA23, NA24, NA25, NA26, NA27, NA32, NA34, NA41)
& Saturday, 2/13(AP0, AP1, AP2, AP3, CS1, CS2, CS6, CS8, CS10, CS16, CS18, CS22, CS24, CS33, CS40, CS43, CS46, CS50, CS52)
Release Website12/23
Release Readiness LiveTuesday 1/19Wednesday 1/20
Sandbox Cut-off Date1/1Read this blog PRIOR to 1/1!
* All dates are subject to our Forward Looking statement s- http://sforce.co/1vpAYf0** Check the Release Community group for updates - http://sforce.co/1dUdze4
Webinar: Mastering Your Releases, 1/6Register herehttp://bit.ly/SFFeatureFocus
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
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Release Readiness Live Spring ‘16Live webcast with our Salesforce Product Managers
Agenda• In-depth descriptions of the latest functionality• Comprehensive demos, so you can see the features in
action• Best practices to help you maximize the benefits to your
organization• A sneak peek into their roadmap for 2016January 19th9:30 a.m. – 10:45 a.m. PST Community Cloud11:45 a.m. – 1:00 p.m. PST Service Cloud
January 20th9:30 a.m. – 10:45 a.m. PST Sales Cloud11:45 a.m. – 1:00 p.m. PST Salesforce App Cloud
Register (after the event view)
Spring ’16 ReleaseSales CloudIncluding Lightning Experience and Salesforce1 mobile
Sales Cloud
What’s new in LEX• Campaigns• Person Accounts• Opportunity teams• Notes• List views• Social Insights
Other Sales Cloud features• Collaborative Forecasting• Exchange sync• Data.com• Reports and Dashboards
Salesforce1 Mobile• Enhanced charts in S1• MDM (Android only)
The all new Sales Cloud, powered by Lightning
See the feature impact tables in the Release Notes to find out when and how these features become available
Lightning Experience
Campaigns in Lightning ExperienceGenerate and track outbound marketing campaigns that drive your business
Campaign Reference ObjectTrack Campaign Progress, Boost Productivity, and Collaborate Across Teams
Publisher to manage tasks, calls, events, and email
See campaign member engagement.
Fields from compact layout
Campaign DetailsManage Campaign Details & Progress
Planning details to track future success
Campaign statistics to measure progress and ROI
Manage Campaign Membership Campaign Membership
Import a CSV file or use Salesforce Classic to leverage saved list views.
Click to drill into campaign members
View Campaign Member RecordRecord Details
Import a CSV file or use the Classic experience to leverage saved list views.
Click ‘View All’ when campaign has members
Additional actions available for:
Contacts: Create OpportunityLeads: Convert Lead
Fields from compact layout
Add Campaign Members or Update Campaign Member Status Using the Data Import Wizard
Select file to add leads
Select Leads
Campaign HistoryOn Leads, Contacts, and Person Accounts
Marketers can see the campaign history for lead, contact, and person account records.
Campaign History as a related list.
Person Accounts in Lightning ExperienceBeta*
See the person accounts in Lightning Experience deck for more detailed explanations of the limitations outlined
Person accounts take the standard business-to-business account model and extend it to include business-to-consumer sales, so customers can capture information about individual people with whom they do business.
This feature is available in both Lightning Experience and Salesforce Classic.
No more restrictions on enabling Lightning Experience for your org.Salesforce supports your sales process like never before
View, manage and interact with person accounts in
Lightning
See the person accounts in lightning experience deck for more detailed explanations of the limitations outlined
ComposerEasily create new call logs, tasks, and events no matter what page you're on
Docked Email Composer
1. Pop out the Email Composer
2. Continue writing your email in the
Docked Email Composer while you navigate
elsewhere in the main window
3. Minimize to save space;
restore or maximize to
continue writing your email
Update a Template
1) Pop out the Email Composer
Update templates right from the
Email Composer
Search and insert merge fields quickly
Mass Opt-Out and Bounce Indicators
1) Pop out the Email Composer
Be aware of leads and
contacts who’ve opted out of mass
emails
Avoid leads and contacts which have bounced
Auto BCC Your Return Address
Return Address is Auto-BCC’ed so your email
appears in your inbox
Update preference in
Email Settings
Notes
Notes Home
New Filters
Text and Highlight Color
Inline Images
Versions with Preview
Create New Notes From Composer
Quickly create a note from anywhere via
global create
Docked Composer
Account Insights
Get more insights without loading a new page
Multiple articles in the
carousel
Next and Previous buttons to scroll through articles
Link to the list view
Feedback button
Opportunity Teams
Opportunity Teams
Add single member to the opportunity team
Opportunity Team card on opportunity page
Queue support in Change Owner
Select Queue when change owner
Lightning Case Emails
Key Capabilities
Send Email quick action now has a Template component available
Key Capabilities
Save What’s inserted as a new
template
Key Capabilities
Get more info about recipients
and subject in one click
Email feed item now shows Rich
Text content
Other enhancements in Lightning Experience
- New cards on home page for meeting scheduleand task list - Create & edit list views
- Activity timeline filtering- More objects searchable in LEX and betterformatting of instant search results
- Work orders and assets now available in LEX
For enhancements to Feed in LEX, see the Community Cloud section• Banner photo on profile
• Group banner customizable
• Broadcast groups• Improved photo uploading and editing
For enhancements to reports & dashboards in LEX, see the Analytics Cloud section
Additional Sales Cloud Enhancements
Salesforce1 Mobile
Interactive Lightning Experience charts now in Salesforce1
Interact with the charts while still on the
Dashboard View page
Choose a different chart for viewing the
same report data
Filter the report by selecting an area of
the chart
Tap to view this chart and its report in more
detail
Mobile Device ManagementConfigure and Lockdown Salesforce1
Salesforce1 pushed to user by admin
SSO server is preconfigured
user automatically authenticated
Available now in Android v8.0
Mobile Device ManagementConfigure and Lockdown Salesforce1
Available now in Android v8.0
Collaborative Forecasting
Custom Fiscal Year View in Collaborative ForecastingCustom Fiscal Year Example:(2017 is from 1/10/2016 to 1/7/2017)
Viewing Custom Fiscal Year Periods in Forecasting Tab
Orgs with custom fiscal years will get all the new enhancements to Collaborative Forecasting:
Salesforce App for Outlook
Global Actions in Salesforce App for Outlook
Click + to see the list of global actions.
Select an action.
From Salesforce Setup, click Salesforce App for Outlook Settings: available global actions appear in the Outlook Publisher Layouts area.
Exchange Sync(Beta)Enables any Exchange-connected device/laptop to sync with Salesforce
Exchange Sync ConfigurationsSet up sync directions, behaviors, and filters for different user populations
Exchange Sync Status Admin Setup allows overview of org-wide and user-specific sync status
Data.com
Enrich Leads with Company Information
Enable the option to clean all records
On Save & Manual - Enrich Leads with Company Information
Company Information is added to the Lead
Clean status is set to In Sync
Link to DandBCompany
Object
Manual Clean - Enrich leads in Lightning
Check the clean status for Company Info for Leads
Clean Rule
Manually clean a lead
Clean Vitals
Click to download the most recent errors
Prospecting Insights
Data.com provides a highlight view of key financial metrics
Company Insights page provides summary info and financial highlights
Company overview with primary & related industries are displayed
Contacts from Data.com are available to add, can be searched for by level or department
Competitors are listed and sorted by revenue, and highlighted if already an account
Company Hierarchy
Cloud icon denotes Accounts already in
Salesforce and an owner, so user can quickly identify white-space
One-click access from the Insights page
Import new accounts with a single-click
User can control how deep to go in the
hierarchy
Get More Contacts
Admin can update the dashboards used in the
Engagement Console
Select and add multiple contacts
Iconography indicates whether contacts have previously been purchased or already exist in CRM
Contact Selector overlay allows users to discover contacts without leaving
the Account page
Action button integrated within Contacts related list; shows automatically with a Prospector license
Get More ContactsFilter by Department,
Level and Title
Spring ’16 Release Community Cloud
Community Cloud
Communities• Chatter groups in
Community templates• Compact Feed and user
profile Lightning components
• Page Manager in Community Builder
• Lightning Dashboards in Community Management
Chatter• Relevant @mentions• Edit feed posts• Broadcast groups• Chatter in Lightning
Experience
Connect to your customers in a whole different way
See the feature impact tables in the Release Notes to find out when and how these features become available
Chatter in Community Templates
Chatter Group Components in Builder
Lightning & Community Builder > Chatter Groups In Templates
Chatter Group List
Lightning & Community Builder > Groups In Templates
A Groups tab can be added to the Nav bar of the Community. Clicking on the tab takes the user to the list of groups.
Interacting with the Group in Templates
Lightning & Community Builder > Groups In Templates
The components that make up a group can be arranged in any way, and of course many other components can be added to the group to provide a richer experience. For example, members of this group could see a recommendation component that displays new audio products.
Insert Chatter Feed (various types), and Publisher separately on a pageLightning & Community Builder > Feed & Publisher
New Feed, Publisher components in Community
Builder
Feed, added separately from
publisher
Publisher (standalone)
Feed Lightning component in BuilderNew Lightning Feed Builder Component
The feed is now a drag and drop component which can be added to any lightning page.
Compact Feed Lightning componentNew Lightning Feed Builder Component
The compact feed is a drag and drop component that allows you to see questions, likes, best answer and # of comments. The user can quickly scan to find an answer.
Choose from a discussion, “My Feed”, or Entity feed type. Enter the record id to show the discussion from a topic or record!
Check the box to hide or show likes and comments
Compact FeedCompact view lightning component that allows you to scan and quickly find what you need.
Green check mark means best answer. Likes and Comments are customizable.
Profile Components New Profile Components in the Community Builder
Profiles are now Customizable
The profile has a clean new look, and is completely customizable. Add any component you want to meet your users’ needs.
Lightning Dashboards in Community Management & Other Community Management Enhancements
Lightning UX experience in Salesforce Classic & Lightning ExperienceEmpower Community Managers > Lightning Dashboards
Salesforce Classic dashboard renders in Lightning UX
Admin can install the Spring ‘16 version of the Salesforce Communities Dashboards package to get preconfigured Lightning-Optimized dashboards
Standard and custom date filters, column sortingEmpower Community Managers > Community Insights
Use predefined date filters to view data
Apply your own custom date filter
Insights page respects default report sorting; sorting can be applied manually
Community managers can search for articles in Article ManagementEmpower Community Managers > Topic & Article Search
The community manager can now search for articles and narrow down the results by group and data category.
Limit the size and types of files in your communityEmpower Community Managers > Moderation - File Type Whitelist
Error message when file with invalid extension is uploaded
Set the maximum file size and list of file extensions allowed in the community
List View EnhancementsList Views Now with Charts, Filters, and Added to SEO
Chart view now available for List View
Add multiple filters for a List View
List views added to SEO
Lightning & Community Builder > JavaScript Embedding in Page HeaderAdding JS to page header at the community level
In Community Builder, go to Settings > Advanced > Edit Head Markup
Enter Markup and Save
Page Manager in Community Builder
8 Layout options, plus an area for infinite custom layouts
8 different Layout options.
Dedicated “Custom” view for Templates specific to your org.
Lightning & Community Builder > Customizable Layouts - 2 + 3 columns
Manage pages that are standard, custom or bound to an object in a single UI
Page Groupings
Vanity URL
Associated Pages for Object Pages
Choose between draft variations to
activate
Titles and Descriptions for SEO purposes
Lightning & Community Builder > Page Manager
New location for New Page button
Before: One Record with many attached parts
1. Drag Record Detail component on to page
1 2 3
4
2. Single monolithic record inserted
Lightning & Community Builder > Distinct Record Components
After: Insert each component separately as desired
1
3
2
4
Lightning & Community Builder > Distinct Record Components
Lightning & Community Builder > My AccountMy Account Now Accessible Directly from Profile Dropdown
Fully customizable My Account page with ability to create new Case, Contact, etc.
My Account now available in profile dropdown menu
Rich Feed (& Experience) in Community Templates
Add text, hyperlinks, images and embedded videos to a communityRich Experience: Rich Text Component in Builder
1. Add Rich Text Component to Page 2.Modify Text, Source Code
3.Maximize editor for more options
4.Save and Publish when done
5.Rich Content now live on community
Add text, hyperlinks, images and embedded videos in your postsRich Experience > Rich Text in Publisher
Text formatting options Multiple file attachmentsPublished post includes inline preview, and rich formatting.
Modern rendering of file attachments in feed.
Select up to 5 files through the Unified File Picker, either by selecting files from the Salesforce cloud or by uploading files from your machine.
HTML 5 based preview player using scalable vector graphics (SVG) resulting in crystal clear displays. No more Adobe Flash. Preview all file attachments in a browsable fashion and page continuously through any single file.
Rich Experience > File ImprovementsMulti File Upload, Unified Picker, Attachments in Feed, HTML5 Preview
Multi-Attachment in Community FeedsUsers can share multiple file attachments in a single feed post
Sequential upload Multi-attachment feed publisher
Community manager sets up Topic Hierarchy in Community Management
Community Managers can create subtopics for any Navigational Topic. Three levels are supported in total.
Level 1: 25 Navigational TopicsLevel 2: 10 Navigational TopicsLevel 3: 10 Navigational Topics
Community Management > Navigational Topics
Add Topics Drill Down. Add Subtopics. Save and Publish.
Rich Experience > Topic Hierarchy
Community managers can set up a Nav Hierarchy in the Napili template
User is then taken to the compolete Topics Catalog, with hierarchy.
Rich Experience > Topic Hierarchy
Enable “More Topics” in Nav Menu Editor in the Builder. Users can then click on More Topics
Community managers can set up new user audiences to receive recommendations
New Audiences page in Community Management > Recommendations
Community managers can create an audience based on the days since the users registered (New Members).
Customers can also create a Custom List of User IDs via API.
Rich Experience > Recommendations - Audiences
Topic Recommendations in the Napili templateRich Experience > Recommendations - Topics
The topic recommendations component will appear if there are no custom recommendations to display and if there is enough activity (e.g., likes, posts) in those topics.
The user can either click through to the topic page or click on the Follow button to start following the topic.
Display Help Bubble, Leader Knowledge, Last Active Time, & Logged In User Rank
Optional help bubble has customizable text
Discover the expertise of community leaders
Logged in user can see own rank compared to Community leaders
Pick 1 of 3 configurations for Leaderboard
Rich Experience > Leaderboard Upgrades
Chatter (Non-Community) Enhancements
Chatter Enhanced Relevant At-Mention
Without interactions at-mention model lists recipients in alphabetical order
When one of the recipients is at-mentioned in a post, the signal of the interaction is been tracked, and the recipient who was at-mention appears at the top of the list now
Edit Feed Posts with Files Attachments in Salesforce ClassicUsers can now edit any feed post with file attachments
Users can see edit option in the drop down for posts that contain files/links
Edit Feed Posts with Files and LinksUsers can now edit any feed post
Users can see edit option in the drop down for posts that contain links
Link attachment is updated once the link is edited to reflect the updated link
Broadcast GroupsBroadcast groups only allow admins and managers to post
Group owners can post and comment Group members can only comment
Group ReportFor every group, get a report on activity (Classic only).
Every wonder if your group has unanswered questions?
Lightning Experience Profile EnhancementsProfile
Camera Button
A new camera button lets you upload a custom image into the banner for groups and profiles
Lightning Experience Enhanced Groups List
Spring ’16 ReleaseService Cloud
Service Cloud
Case Management• Work Orders• Multi-component Assets• Macros• Cases in Lightning
Experience
Other key Service Cloud features Knowledge Service Console Live Agent Omni-Channel Organization Sync SOS
Social Customer Service• Enhanced moderation• Improved set up
Connect with your customers in a whole different way
See the feature impact tables in the Release Notes to find out when and how these features become available
Work OrdersSpring ‘16 Service Cloud
Work Order Management
The Work Order object includes standard integration with Account, Contact, Asset, Case, Service Contract, and Entitlements.
Customer Service Representatives can quickly create, maintain and manage work orders
NOTE: Work Orders Support Private, Public Read Only, and Public Read/Write Sharing.Work Order Line Items sharing is Controlled by Parent (Work Orders).
First class sharing model
Example Use Case – Break/FixField Service as part of Product and Technical Support
>AssetAsse
Case Work Order Asset> >>
The customer (or the asset itself) identifies a potential problem and creates a case.
Any work performed on an asset should be applied back to the asset to ensure the asset is accurate.
For example, if a part of an asset is replaced as part of the work order then the new part must be reflected on the asset.
The work order is completed, the asset(s) is repaired and the problem is resolved.
The asset including components are modeled on the work order as line items and represent the state of the asset at that point in time.
Technical Support determines a field technician needs to be sent on-site to resolve the issue.
Example Use Case – Planned MaintenanceField Service as part of Product and Technical Support
>OrderAsse
Work Order Service Contract Asset
> >>
Following a win (opportunity closed) a new order is created and the customer receives a deliver date for the new purchased product
Any work performed on an asset should be applied back to the asset to ensure the asset is accurate.
For example, if a part of an asset is replaced as part of the work order then the new part must be reflected on the asset.
Work orders are created usually with a specific cadence such as once a quarter. This work may include tests and analysis to determine that the asset is working properly. This may include a formal certification.
A new work order is scheduled for initial installation and setup of the new product.
>
Work Order
The asset is covered by a service contract that includes planned maintenance tasks that ensure it is up and running sometimes with an explicit uptime.
The asset and related context are passed to the work order.
Feed-Based LayoutsWork Orders support and Work Order line items support feed-based layouts
Feed-Based Layouts are controlled via page
layout extensions
Quick ActionsWork Orders and Work Order Line Items Support Quick Actions
Multi-component AssetsSpring ‘16 Service Cloud
Asset Hierarchy
View all related details of the Asset
Standard Parent Asset lookup field and System generated and maintained Root Asset field
MacrosSpring ‘16 Service Cloud
Run Macros on Any Object with a Feed-Based Layout
Run Macros Programmatically Using the API
As of today, Macros are not multi-lingual and not multi-channel (on the roadmap), which can lead to a lot of duplicates (1 for each combination of language + channel) and may make them difficult to find.
Run Macros Programmatically Using the API
Developers can use the Javascript API to create a
custom console component to show and filter the macros that
are available to the agent
Run Macros Programmatically Using the API
NOTE: The API can only be used to create new custom console components. The API doesn’t override how the macros widget works.
Use the API to create a Visualforce component that uses Product Family and the Preferred language field to show relevant Macros based on the context of the case.
In one click the agent can Open or Run the Macro.
Social Customer ServiceSpring ‘16 Service Cloud
New "Social Media" Setup AreaThe new Social Media section of the Setup menu is easier to find, and its contents are clearer and better organized.
TIP: Type “med” into the Quick Find, and the unique match
for “Social Media” will take you right there
The menu items are no longer ambiguously named
NOTE: New organizations signing up as of Spring ‘16 release don’t have to file a Support ticket as a prerequisite to enabling Social Customer Service.
It just takes one click to enable and up to two Facebook or Twitter social accounts are available out of the box with the free starter pack
Enhanced ModerationTriage inbound social posts fast. Easily track the complete lifecycle of an inbound social post, whether or not it warrants a case.
Social Post list views now load faster than ever New set of standard values
for the Reviewed Status picklist.
Other Service Cloud EnhancementsSpring ‘16 Service Cloud
Other Service Cloud EnhancementsKnowledge – create validation rules on article type, standard article type page layouts, read access for Force.com and Chatter Plus users
Service Console – limit on the number of open tabs, preview tab content with tab hovers, prevent agents from closing tabs using business rules
Live Agent – enhanced chat transfer with Transfer to Agent, Skill, and Button
Omni-Channel – time-out feature to automatically transfer waiting requests
Organization Sync - hide published and subscribed objects related lists when a connection is suspended, bulk sync objects, In Progress connection status for admins
Case Feed – email viewing improvements, creating and using email templates in Lightning Experience, create cases from the REST API
SOS – access a customer’s camera during an SOS session (beta), new agent availability API
Spring ’16 ReleaseAnalytics Cloud
Analytics Cloud
Wave for Communities• Give your partners insight
to drive sales
Flex Dashboard Designer (Beta)
• Turn anyone into an expert dashboard designer
Operational Reporting• Enhanced charts in
Salesforce1• Lightning reports &
dashboards
Get smarter about your customers
See the feature impact tables in the Release Notes to find out when and how these features become available
Wave for CommunitiesCollaborate on shared data, explore data together and run your business on shared insights.
Dashboards in CommunitiesIncrease your partners’ productivity with personalized dashboards now embedded in community pages.
Wave Dashboard
Wave Dashboard
Call out to launch Explorer
Sharing options:Options to share an App Externally
Ability to add groups containing external users
(beware - not chatter group), external roles, and external
users users
Org-wide settings (all Partners, All Customer…)
NOTE: External users can now access Wave Dashboards and explore their data dynamically in Wave but they don’t have the ability to create and save any content such as datasets, dashboards or lenses
Flex Dashboard DesignerBeta
Getting Started is easy!Start from scratch or start by converting an old dashboard (converting will create a new copy)
Start Right from the Home Page
Be sure to choose the Flex Designer
Drag Widgets in from left panel
Right panel is used for Widget Properties
and Lens list
Easy snap to grid drag and dropNo more spending time lining up widgets. The grid based system makes any drag and drop novice into a dashboard artist.
Widgets smartly take up specified space
We moved the most important action, creating a Lens, inside the Dashboard Designer, so you
don’t have to switch tabs
Operational Reporting
Enhanced Charts – monitor sales team performance on the go!Salesforce1 can now display the same beautiful charts that you see in the Lightning Experience and in Wave Analytics!
Tap on a chart to select the chart. Tap
on chart segments to see details.
Tap on gear icon to switch chart types.
All charts are displayed in a single column
on the dashboard view
page.
Tap on expand icon to see chart details with
report data.
View your filtered dashboards in the Lightning ExperienceNow your users can view and select filters from within the Lightning Experience
View table charts
View and apply filters on the dashboard
Lightning ReportsSeeing embedded charts on a record
View embedded report charts on the record
Lightning Reports – understand your data betterViewing details on a matrix report
1. By default, the summary is shown on a
Matrix report
3. Report will re-render with details so users can see the actual records in
each grouping.
2. To see details, go to Options menu, and select
Details
Give Administrators access to all reports and dashboards to effectively manage your org
New folder scopes for better navigation
Row level actions:Edit or delete right
from the home page
Report lists are separated from folder lists
Description field displayed
Admin Access to Private Reports:Delete obsolete
reports and reduce the clutter
Spring ’16 Salesforce App Cloud
Salesforce App Cloud
Customization & General Administration
• Customizable Navigation Menus in LEX
• Lightning App Builder
• Process Builder
• Login Forensics and Admin Analytics app
• Salesforce Authenticator v2
Other Salesforce App Cloud enhancements
Security & Identity• Transaction Security
• Salesforce Authenticator
• Platform Encryption
Development & Deployment• Lightning Out• Enterprise API• Sandboxes
Go faster than ever before with the Customer Success Platform
See the feature impact tables in the Release Notes to find out when and how these features become available
Customizable Navigation Menus in Lightning Experience
The Lightning Experience, tailored to you
Tailor the left hand menu to each business role and ensure focus on the most important records for each function
Admins can now create custom (left) navigation menus and deploy them to various user profile(s).
A simple, 3-step wizard makes it easy for admins to create and edit Navigation Menus for user profiles in the org.
A variety of items can be placed in a navigation menu. Refer to the release notes for details of what is and isn’t supported in Spring ‘16. For
anything that can’t currently be put into a navigation menu, the user can still access it via
the App Launcher.
A navigation menu must be assigned to at least one user profile. Only one navigation menu can be assigned to a given user profile. Admins should plan out their navigation menus and assignments.
Lightning App BuilderDeveloper Preview
Customized Record HomeAdmins desire the ability to fully customize Lightning Experience to meet their organization’s needs
Add standard or custom
components to enhance the
page.
Activate the page to override the default
Drag and drop to rearrange
components or move between tabs
Customized Record Home Admins desire the ability to fully customize Lightning Experience to meet their organization’s needs
Some standard components are configured externally
using the Page Layout Editor and Compact Layouts. They are indicated with these gray
stripes when selected
Properties panel displays links to relevant Page Layouts and
Compact Layouts and enables quick access
“How It Works” overlays explain the underlying
metadata
Tabs ComponentAdd a tab set to a page and customize it with unique labels and nested components
Drag and Drop components into a
tab
New Standard Component:
Tabs
Add, Delete, Rename and Reorder Tabs in
component properties
Process BuilderAutomate business processes faster
Drag & Drop Criteria ReorderingSave time & clicks by changing the order of criteria & action groups Just drag and drop—it’s that easy.
Criteria are evaluated in the order shown on the canvas.
If you need to reorder your criteria, just click on the criteria node and action group (1) and move it to the new location at the end of your process. Simply drag and drop your criteria in the location of your choice to easily create the perfect enterprise workflows for your business.
Now, with Process Builder you can rearrange your process criteria without having to recreate an entire process all over again
Reuse Names & Descriptions for New Process Versions
Tired of retyping names and descriptions for new versions of your process? Fear not! New versions automatically use the name and description from the original version. You can edit the name and description or leave it as is.
Cloned processes are automatically assigned version numbers so you don’t have to keep track of versions.
You can’t change the API name when you create a new version of a process. API names are forever.
Full Field Names now visible on Hover
View Field Names in Your Process at a Glance
Due to limited space, you can rarely see an entire field name. Now you can see at a glance what’s being evaluated or updated. Just hover over the field name in the criteria or action side panel to see the entire name.
Data Import Wizard
Data Import Details on Launch Page
Details about the 5 recent imports will be displayed on the Launch Page. The button “Bulk API Monitoring” leads to
the monitoring page in Setup
Data Import Wizard launched from Object Home
New Import button added to the Object Home for Accounts, Contacts,
Leads, Custom Objects. This will launch DIW.
Launch Data Import Wizard from Campaign Detail Page
If a Campaign has no members a link is displayed on the Campaign Detail Page to Import Leads and
Contacts.Once a Campaign has members the
Campaign Member Status can be imported using the link on the
Campaign Detail Page.
Admin AnalyticsVisualize Salesforce usage data like never before.
Create the Wave app with a click of a buttonStart analyzing critical Event Monitoring log files and the Setup Audit Trail
Easy to set up with 17 default dashboardsA collection of the most commonly used lenses for security, adoption, and performance
Audit:Track report
downloads to find out who’s taking
your customer data to a competitor
Optimize/Troubleshoot:
Prioritize which pages, classes, integrations, and
reports need to be optimized or fixed.
Track Adoption:Find out whether
that investment in a new app or
Visualforce page was worthwhile
.. and default dataflow
Pre-configured dataflow for
augmenting data
Automatic 7 day integration with Event
Log Files
Trust becomes my trust
Compare event types by transaction count
and server speed
Reduce Performance IssuesFind out which visualforce pages, apex classes, or API integrations
need to be fixed and prioritize based on actual usage.
User segmentation reporting
User segmentation faceting by profile,
role, and user
KPIs at a glance
Track each interaction to a user
and their IP to determine if a
session may have been compromised.
Reduce RiskTrack each interaction to a user and find out if data is been take
via file or report downloads
Other App Cloud EnhancementsSpring ‘16 Salesforce AppCloud
Login Forensics: the big picturePerform forensic reports and understand where there are potential data breaches
Transaction Security
Customizable Apex PoliciesFramework auto-generated policies
Define Real Time ActionsNotify, Block, Force 2FA, Session Chooser
Enforce Session ConstraintsControl the number of active user sessions
Transaction Security Key Capabilities
Use Cases:
• Reduce security risk by forcing users to close active sessions before enabling new ones
• Providing contextual policies to block access from unwanted, malicious devices, browsers, countries, or IPs
• Alerting or blocking on large data downloads to prevent data loss
• Salesforce access is automatically blocked if a known to be compromised end user device is used
Use Cases:• Reduce security risk by forcing
users to close active sessions before enabling new ones
• Providing contextual policies to block access from unwanted, malicious devices, browsers, countries, or IPs
• Alerting or blocking on large data downloads to prevent data loss
• Salesforce access is automatically blocked if a known to be compromised end user device is used
Security Health CheckHelping Customers Stay Secure
Immediate analysis of your Salesforce application’s security configuration against the Salesforce Security Baseline
§ Password policies
§ Session settings
§ Network access configuration
Using the Security Health CheckSimple and Intuitive
Salesforce Authenticator v2Invisible Out-of-Band Two-Factor Authentication
1. User installs the new Salesforce Authenticator client on his mobile device and pairs it with his salesforce account
4. The user can approve/block access by simply clicking allow/deny on the mobile app
3. During the login the user is asked to verify his identity using Salesforce Authenticator mobile app
2. User that is enforced with a 2FA policy logs in to salesforce
• Support encryption for Standard and Custom fields where Communities are set up
• Community User Profile can be assigned with the “View Encrypted Data” user permission to view encrypted field values in plaintext
• Added support for Lightning Connect
• Decouple of the “Manage Encryption Keys” user permission from the “System Administrator” profile
Platform Encryption
Files and Attachments can be encrypted while at rest in just one-click.Embedded encryption into additional Attachment types:
• Inbound/Outbound Email Attachments• Email to Case Attachments
Turn encryption on standard fields, declaratively or via the MDAPI.Embedded encryption into additional standard fields:
• Account/Person Account Description, Website, Phone and Fax fields
• Contact Description
REFERENCE: You can find additional information in the Platform Encryption Implementation Guide.
Run your Lightning Components apps anywherewith Lightning Out
Lightning Component running inside
SharePoint
Other Salesforce App Cloud EnhancementsHeroku Enterprise - powerful new features for enterprise app development. Private Spaces provide network isolated app and data services for enhanced security. Selectable Regions allows your apps to run closer to your users in the geographic region you specify. Use Salesforce Identity to manage your development teams with Integrated Identity. Now, you can easily and quickly create engaging apps that scale.
Increased Developer Sandboxes – we’ve substantially increased the number of Developer Sandbox licenses for Enterprise, Unlimited, and Performance Edition organizations. For Enterprise Edition for example, this means an increase from 1 developer sandbox to 25 developer sandboxes available.
Global Picklists (pilot) – reuse a single list of values for multiple custom picklist fields. Easily share picklists across objects by creating picklist fields based on the master list of values.
Restricted Picklists (beta )– A restricted picklist field includes only the values that you’ve defined. Your picklist data stays clean, because users can’t add erroneous or redundant values.
Enterprise API – REST API Friendly URLs : Traversing relationships by the relationship name allows easy retrieval of related records (return all contacts for an account without running a query)
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