Spring ‘17ISV Release Readiness

Vivek Chawla, Lizz Brooks, Hemant JawaleTechnical Evangelists

Vivek Chawla Lizz Brooks Hemant Jawale

Today’s Speakers

@VivekMChawla @LizzSFDC @HemantSFDC

Technical Evangelists

Forward-Looking StatementsStatement 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.

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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.

High ImpactFeatures Demo

Reference

Cool Features

LEX Only

Trail Guide

Lightning

Important Announcements● Lightning Readiness

○ Apps contracted after March 1, 2017 will be REQUIRED to be Lightning Ready

○ Apps that are not Lightning Ready will not be listed on the AppExchange

● My Domain○ Managed Packages with Flexipage + Lightning Components

will fail on install if customer orgs do not have MyDomain enabled

○ Packages with Lightning Components (but no Flexipage) will install but won’t be usable until MyDomain is enabled

Value/Relevance to ISVs● ALL ISVs should be working towards being Lightning Ready!● Help make sure your customers enable MyDomain

Important News: Lightning Readiness and My Domain

Release Notes | Trailhead

p.force.com/LightningReady

Lightning Container Components

Feature Overview● Host third-party JavaScript frameworks inside a Lightning component● Content is uploaded as a static resource and rendered in an iFrame● Two-way communication between the One.app framework

and the framed (non-Lightning) application

Value/Relevance to ISVs● Brings existing JavaScript IP into LEX as first class citizens● Ideal for reusing single-page apps written in Angular, React, etc.

Known Limitations● Developer Preview - Only available in DE orgs● Can only be used in LEX (not in Visualforce or Community Builder)● Possible performance and scrolling issues due to use of iFrames● Not designed for multi-page apps (no browser navigation history)

Developer Preview

Release Notes | Trailhead

<aura:component implements="flexipage:availableForAllPageTypes">

<aura:attribute name="messageToSend" type="String"/> <aura:attribute name="messageReceived" type="String"/>

<lightning:container src="{!$Resource.myReactApp + '/index.html'}" onmessage="{!c.handleMessage}"/>

</aura:component>

Lightning Design System Included in Visualforce

Feature Overview● Visualforce pages now have native access to the Lightning Design System● Streamlined alternative to including Lightning Design System as

a static resource● Just include the <apex:slds /> tag and you’re good to go!

Value/Relevance to ISVs● Simplifies page syntax● Helps keep static resources below the 250-MB limit

Known Limitations● Include the scoping class slds-scope if your page sets the

applyBodyTag or applyHtmlTag attribute to false

Release Notes | Trailhead

<apex:page standardController=”Account”> <apex:slds /> <!-- Your SLDS-styled content --></apex:page>

<apex:page showHeader="false" applyHtmlTag="false" applyBodyTag="false"> <head> <apex:slds /> </head> <!-- Include the scoping class! --> <body class="slds-scope" > Your Content... </body></apex:page>

Visualforce HTML and BODY Tags Active

Visualforce HTML and BODY Tags Suppressed

Lightning Page Enhancements

Feature Overview● New templates for App and Record Pages● Enhanced Record Page assignment

○ By Org (ie. Default)○ By App○ By Profile○ By Record Type

Value/Relevance to ISVs● More flexible user experiences in LEX

Known Limitations● Layouts for new templates are still fixed

(full customization on the roadmap!)

Release Notes

ISVforce Enhancements

Debug Apex Code in Subscriber Orgs

Feature Overview● Debug Apex code running in your customer’s org● Each License Management Org (LMO) can initiate one free ISV

Customer Debugger session at a time● New LMO permission: “View and Debug Managed Apex”

Value/Relevance to ISVs● Direct access to debug customers makes support and

troubleshooting easier

Known Limitations● Feature is available only to eligible Salesforce partners● Debugging sessions can only be initiated for sandbox orgs● Must use Force.com IDE plug-in for Eclipse to debug

Release Notes | Documentation

Remote Sites Inactive by Default During Push Upgrades

Feature Overview● Remote Sites created or modified by Push

Upgrades are now set to “Inactive” by default● Subscriber admin must now explicitly approve

and activate any new Remote Sites

Value/Relevance to ISVs● Improved security for ISV customers● Enhanced Trust

Release Notes

Shield

Event Monitoring

Feature Overview● Hourly event logs (pilot)● New Lightning-specific event types

○ Lightning Error, Interaction, Page View, Performance

● Enhanced “Login As” event type○ Show a user’s click-path when using “Login As”

● New LOGIN_STATUS field○ Identify unsuccessful login attempts

Value/Relevance to ISVs● Deep insight into what’s happening in an org

Known Limitations● Event Monitoring Wave App doesn’t support hourly

events

Release Notes | Trailhead

Platform Encryption

Feature Overview● “View Encrypted Data” user permission decoupled from Platform Encryption● Compatibility with Flows and Process Builder (Pilot)● Extend encryption to Chatter feeds (Open Beta) and Analytics Cloud (Pilot)● Manage search index encryption keys● Search index encryption available in Government Cloud

Value/Relevance to ISVs● Platform Encryption secures customer data-at-rest● Partner apps need to be tested to ensure compatibility with Platform Encryption

Known Limitations● No filtering (reports, listviews, etc.) by encrypted fields ● No referencing encrypted fields in SOQL WHERE clause● No encryption of extended clouds (Marketing, Pardot, Heroku, etc.)

Release Notes | Trailhead

Apex

Apex Stub API

Feature Overview● Apex Stub API is now Generally Available● Supports the creation of a test mocking framework● Use existing third-party frameworks (like ApexMocks

from FinancialForce) or create your own

Value/Relevance to ISVs● Supports true unit testing● Using a mocking framework can dramatically improve the

time it takes to run Apex tests

Known Limitations● Exclusive to Apex (no mocking inside Lightning components)● Only works within your namespace● Can’t mock {get; set;} properties● Can’t use certain return types

Release Notes

ConnectApi (Chatter in Apex) - Access Files Connect

Feature Overview● New System class: ConnectApi.ContentHub● Access Files Connect content inside Apex

○ Retrieve, update, and create supported● List repositories, folders, and files● Generate file previews

Value/Relevance to ISVs● Native Apex access to Files Connect simplifies development of solutions that leverage Files Connect

Known Limitations● Be aware of heap size governor limits when working with large files in Apex

Release Notes

Platform on the Platform

Dynamic Picklists for Component Configuration

Feature Overview● Developers can add dynamic picklists to

custom components

Value/Relevance to ISVs● Better options for creating flexible

components● Gives customer admins better

configuration options

Known Limitations● No support for dependent picklists● Picklist isn’t multi-select

Release Notes

Big Objects & Async SOQL

Improved Sync Querying

Feature Overview● Customer-defined Composite Primary Key

○ New metadata *required* when defining BigObjects

○ Use <indexes> tag for creating the key ● Synchronous SOQL can now be filtered

based on indexed fields (not just ID)● e.g. Looking up phone numbers

in a phone book. (BigObject: PhoneBook)

Value/Relevance to ISVs● Increased ability to query custom BigObjects

via regular synchronous SOQL queries

Pilot

Release Notes

Big Objects Enhancements

Feature Overview● Inserting a record with the same PK fields

simply overwrites the data (in entirety)● If dataset partially loaded, entire dataset

can be retried without risk of duplication● Re-insert capabilities ● e.g. Managing PhoneBook data

Value/Relevance to ISVs● Bulk loads less error-prone and easier to manage● Easier to manage data and ensure data integrity

with upsert-like operation and semantics

Pilot

Release Notes

Async SOQL Enhancements - I

Feature Overview● Async SOQL GA for Field Audit Trail (FAT)● FAT customers will be provisioned with Async SOQL capacity:

○ Max 2 concurrent Async SOQL queries○ Max 10 Async SOQL queries in a rolling 24-hour window

● GA support for Async SOQL queries against FieldHistoryArchive object

Value/Relevance to ISVs● Solves the pain point of querying large amounts of data in Salesforce

Known Limitations● Requires FAT or Shield License● Note: Async SOQL for all other standard and custom objects is still in Pilot

Release Notes

Async SOQL Enhancements - II

Feature Overview● New Aggregate Functions (Date & Arithmetic)

○ Calendar aggregate functions ■ e.g. Count the total # of field updates/month

○ MIN/MAX aggregate functions ■ e.g. Identify earliest and most recent field changed/user

● Insert Upsert operations○ Mention the “operation” and “targetObject” explicitly

Value/Relevance to ISVs● Perform date and arithmetic and aggregate operations

Pilot

Release Notes

Explicitly called out operation as a parameter

Results inserted on specified target object

Declarative

External Service Registration for Integration

Feature Overview● Integrate with external services without writing code● Setup > Integrations ● 5 Step wizard to register an external service● Use registered external services as Apex Actions in Flow ● Upgradeable (including push upgrades)

Value/Relevance to ISVs● Eases integration of composite apps ● Low code integration ● Upgradeable

Known Limitations● Only supports the interagent JSON schema

format to describe the external webservice

Beta

Release Notes | Trailhead

Registered external services as Apex Actions

Identity

Manage Security Policies for All OAuth Connected Apps

Feature Overview● Entry for all API connections to the org with OAuth● Control session timeout, pin protect and assurance level● Control who can access and how frequently ● Control IP restriction and mobile PIN requirement ● Install/Uninstall link available

Value/Relevance to ISVs

● More Security options to control the Connected Apps● Raises trust amongst ISV’s customers

One screen to manage OAuth Policies for all Connected Apps

Release Notes | Trailhead

Manage policies by clicking ‘View App Info’ if OAuth connected app has been installed

If App not installed, click Install to create a local record to configure

Oauth for IoT and OAuth device flow

Feature Overview● Salesforce Identity now for IoT, known as Asset Tokens● Register devices, identify, and associate them with CRM data● Connect smart devices to Salesforce with OAuth device flow

Value/Relevance to ISVs● Authenticate Salesforce registered Assets (Devices) in IoT

for IoT usage using Salesforce Asset Tokens ● Reduce cost and complexity by avoiding the need to implement

a separate device authentication platform

Release Notes

1. User goes to app on device and clicks login

2. App kicks off device flow and gives URL & code

3. User goes to URL on other device, enters verification code

OAuth device flow allow customers to develop authentication flows for devices that don’t have convenient entry input

Communities

Lightning Bolt - Packaging

Feature Overview● Exporting and packaging a Lightning Bolt solution auto-includes

○ Login pages○ Page-level properties○ Theme layout properties and types

● Now use the Unified File Picker to access files in any Salesforce Files Library● Salesforce Files can also be packaged in the Lightning Bolt Solution

Value/Relevance to ISVs● More flexibility for ISV developers and save on implementation time for customers● Allows users of the Lightning Bolt Builder to re-use Salesforce Files in the org

Deploy next generation communities and portals faster

Release Notes

Lightning Bolt - Canvas & Visualforce Component

Feature Overview● Use Force.com Canvas based applications like Vidyard within Lightning-based Communities● Use Visualforce lightning component and Custom Visualforce Actions, Links and Buttons

Value/Relevance to ISVs● Include Visualforce customizations in the lightning bolt solutions

and lightning-based communities

Known Limitations● VF pages which have wave:dashboard tags aren’t fully supported in communities

Release Notes

Advanced Theming With Page Level Theme Layouts

Feature Overview● Control which theme layout is applied for individual/group of page(s)● Available through the Lightning Bolt Builder; no coding required● ISV’s can create multiple custom theme layouts for customers

to configure and use with their packaged Lightning Bolt templates

Value/Relevance to ISVs● Deliver a rich, immersive and personalized experience

Known Limitations● 100 custom theme layout types in any one community

Release Notes

Mobile

Salesforce1 Mobile Performance Improvements

Feature Overview● The underlying rendering engine of Salesforce1 has received its most significant upgrade to date

○ Increased page loading speed by up to 30%○ Decreased memory usage up to 50%○ Resolution of many long-standing web content known issues

Value/Relevance to ISVs● Salesforce1 mobile app pages will load significantly faster, and will use much less memory● Users will have a smoother, faster, and more stable experience

Known Limitations● iOS only 10.0 and above (not available on Android or S1 Mobile Web)● Requires upgrade to Salesforce1 v.12 for iOS● Potentially requires updates to existing VisualForce pages

Knowledge Article

Salesforce1 Mobile Offline Preferences

Feature Overview● View and edit objects automatically synced for offline use● Up to 7 objects and 15 page layouts/object can be synced● 30 records will also be synced for each enabled object● 5 most frequently used objects, tasks and dashboards selected by default for the sync

Value/Relevance to ISVs● Customers can now use the ISV's Salesforce1 Mobile apps offline

Release Notes

Edit items to be syncdPreferences user and device specific

Custom Apps in Spotlight Search

Feature Overview● Easiest way to access custom Lightning and Visualforce apps in Salesforce1● Users swipe down on the home screen, start typing the name of the app,

and tap on the name when it appears in the search results

Value/Relevance to ISVs● With iOS's Spotlight Search, users can quickly and easily access custom apps in Salesforce1

Known Limitations● iOS only (not available on Android or S1 Mobile Web)● Requires upgrade to Salesforce1 v.12 for iOS; available Feb. 2017 in the Apple AppStore

Release Notes

APIs

Settings and Preferences in Tooling API

Feature Overview● Org Settings and Preferences now available via Tooling API● Tooling API provides an SObject interface to Salesforce Metadata a.k.a. Setup Data

Key Capabilities● REST & SOQL: tooling API provides a REST and SOQL interface to access and query for this information and data● Fined Grain Control: Org Settings and Preferences have been exposed in the API, so that the user can interact with one or more

settings at a time

Value/Relevance to ISVs● More choice, Updated Interface, Improved Interaction

Known Limitations● Settings and Preferences are owned by the customer and these values should not be packaged

Release Notes

Lightning API

Feature Overview● Create native mobile apps and custom web apps with own branding, look and feel● A single REST request returns enough metadata, layout information, and data to display, edit, or create a record● Lightning API supports most objects that are available in Lightning Experience● Behind the scenes, Salesforce does the heavy lifting:

○ Checks field-level security settings, sharing settings, and perms○ Makes SOQL queries to get record data○ Gets object metadata, theme and layout information

● Returns result in JSON

Value/Relevance to ISVs● Easier for developers to build advanced Lightning mobile and desktop apps that have significant customisation/branding

Developer Preview

Release Notes | Lightning API

Analytics: Reports and Dashboards

Reports and Dashboard Updates

Release Notes

Dynamic Report Filter Parameters

Report Subscriptions Enjoy the same Dashboard Charts in

Lightning

Expand a Dashboard component

Follow Dashboards & Share Components on

Chatter

Custom links in Lightning can now override report filter values

Reports Scheduling is now possible thanks to the Report Subscriptions feature

View Chart Parity with Salesforce Classic

See your dashboard data in more detail

Share Dashboard Charts by Posting Them to Chatter in Lightning Experience

Analytics: Wave

Wave Bulk Actions

Feature Overview● You can create bulk actions that apply for all

records shown in a table widget of a wave dashboard

● The table will call a VF page where you've stored the logic for the bulk action

○ Ex: Table with list of patients who haven't seen their doctor in 2 years

○ Bulk action for end customer to email each patient a reminder

Value/Relevance to ISVs● ISV can make their dashboard table widgets

more actionable

Release Notes

Introducing Wave Templates

Feature Overview● Customized Installation of Wave Apps in any Salesforce Org● Packaging for All Application Assets:

○ Dashboards, Lenses, Dataflows, XMD, Schema, CSV Data● Declarative Wizard:

○ Ask questions and get answers● JSON-based Rules Engine:

○ Customize assets based on answers● Apex class support:

○ Modify before running the wizard● Upgrade:

○ Support for newer version of template

Beta

Release Notes

Wave Packaging with Templates

Feature Overview● Use Wave templates to package a Wave Application● Customer selects the partner's template, answers a series of questions the partner application needs in order to customize the

template based on the customer needs, and then the application is created will all assets○ Supports packaging for all Wave App Assets: Dashboards, Lenses, dataflow, XMD, Schema, CSV Data, Images○ End Customer declarative wizard○ Upgrade support of template

Value/Relevance to ISVs● Closes some of the gaps with current wave packaging

○ Customers can now customise the application once created○ Partners can include CSV data○ Partner can upgrade template without overriding customer's application like sales/service wave does

Pilot

Release Notes

Prepare Datasets with Recipes

Feature Overview● A saved set of transformations, or steps, to perform on a specific

source dataset or replication● Combine data from different sources, and modify field values to

ensure consistency in the newly created dataset ● When running a recipe, the transformations is applied and outputs the

results to a new target dataset

Value/Relevance to ISVs● Easier to prepare data● Allows to do some transformation/manipulation of the dataset through

the UI, not just via JSON● Can schedule recipes to run on a recurring basis to keep the target

dataset up to date

Release Notes

Wave Sharing

Feature Overview● You can now leverage sharing rules in Datasets

○ Supported SObjects: Account, Opportunity, and Custom Objects

○ Coverage levels vary: testing will be required to determine sharing rule coverage

Value/Relevance to ISVs● Datasets can use the user's and org wide

salesforce sharing rules so they see only the records that have access to on the Force.com side

● No need to manually define dataset sharing rules

Pilot

Wave Web & Apex SDK

Apex SDKFeature Overview:

● Server-side integration with wave● Allows the process builder to call a Wave Query● Result of the query can then be used to continue on

through the flow● Process builder is primary target

○ REST API calls are asynchronous ○ Limits the ability to use Wave query in workflows

Value/Relevance to ISVs● Allows a business process to take a wave query into

considerations and then take the next action in the flow

Pilot

Web SDKFeature Overview: Web SDK

● Custom UI integration for Wave dashboards● Wave dashboards can be embedded into lighting app, VF

page, or external websites

Value/Relevance to ISVs● New way for partners to extend wave into their 3rd party

applications, custom website, and more integrated into force.com

Wave Null Handling

Feature Overview● Wave now supports null values in measures, instead of replacing nulls

with zeros● When you create or update a dataset, any blank measure values in

your data need to be replaced with concrete values, when no value is set, Wave replaces with nulls

● Calculations○ Old Way results in wrong calculation○ New Way to replace blanks with "null" for proper calculations

Value/Relevance to ISVs● Ensures accuracy in data calculations

Release Notes

Customize Display Values

Feature Overview● You can now configure “list” and “toggle” widgets

to show values from multiple fields● Ex: Image shows the creation of a toggle (radio

button) widget using values from 3 merged fields: Case Priority, Opportunity Name, and Opportunity Amount

Value/Relevance to ISVs● ISV can create more informative toggle selectors

Release Notes

Automate Cross-Dataset Filters

Feature Overview● By default, steps from the same dataset are

faceted—automatically filtering each other● Connect different datasets or static steps in a

Wave designer dashboard to facet them

Value/Relevance to ISVs● Easier for ISV to build dashboards than

previously was with JSON

Known Limitations● You can’t connect static steps that specify

date and measure ranges

Release Notes

Financial Services Cloud (FSC)

Client Relationships and Groups

Feature Overview● Business entities like Trusts or Corporations can now be members of

Household Groups and included in rollups● Relationships Builder provides easy creation and maintenance of Groups

and Relationships

Value/Relevance to ISVs● Group Builder component is designed to provide users with an easy way

to create and maintain● Ability to group membership and Relationships, without having to build

custom objects

Known Limitations● Settings and Preferences are owned by the customer and should not be

packaged● Can only include the same business entity in one household group

Release Notes | Release Notes 2

Visualize Financial Relationships

Feature Overview● FSC relationship map component

helps advisors manage complex households and relationships

● Provides a visual model of relationships between people, households and business entities

● Advisors can make changes directly in the relationship map

Value/Relevance to ISVs● Allows users to create new or modify

existing relationships and navigate between records right from the Component

Release Notes

Financial Service Cloud - Additional Features

Add an Individual Client to Multiple Households● You can now add a client

to multiple households● You can roll up summary

fields only to the client’s primary group

Get Timely Alerts About Financial Accounts● An external core financial

system can now push financial account alerts to FSC so advisors can keep up with critical information about their clients’ financial accounts

● Three alert types are available: Error, Warning, and Info

Create Cases from Financial Accounts● A Financial Services Cloud

advisor can now create a case from a client’s financial account so the advisor can see the case from the financial accounts page or the client’s profile page

Release Notes Release Notes Release Notes

Health Cloud

Wave for Health Cloud: Risk Stratification

Feature Overview● Calculate risk scores based on the CMS HCC model using Health Cloud● Slice and dice patient population to determine highest risk patients with Wave Analytics● Allows organizations to identify patients to focus on via Health Cloud and proactively

manage risk

Value/Relevance to ISVs● Proactively manage identified high-risk patients and provide preventative care to reduce

over-consumption of expensive healthcare resources

Known Limitations● The risk scoring algorithm strictly uses the CMS HCC algorithm, which only uses

diagnoses and certain demographics data● The loop from Wave back into HealthCloud will only be available with 208 release

Release Notes

Lead to Patient Conversion

Feature Overview● Leads can now be converted to a patient in the Individual data model● Allows seamless support from patient acquisition through enrollment in Health Cloud

Sample Use Case: Clinical Administrator - Quickly convert a Lead into a patient● Example: I would like to enroll a person that called the call center in a chronic condition program

Value/Relevance to ISVs● Seamless Patient Acquisition through Enrollment: support for conversion from Leads into patients

in the Individual data model. Leads can be acquired in Sales Cloud, Service Cloud and from an EHR

Release Notes

Convert Lead to Patient

Access Leads from within Health Cloud

Service Cloud

Lightning Service Console and CTI

Feature Overview● Salesforce Console now available in Lightning Experience!● New! Specialized Lightning Components for Console

○ Related Record Component○ Related List Component○ History Component

● Support for Open CTI in Lightning Console

Value/Relevance to ISVs● Finally brings one of the most asked-for features to Lightning!

Known Limitations● Only available to Sales and Service Cloud users

Release Notes | Article

Field Service Lightning: Locations

Feature Overview● Locations are now natively supported● Model Customer/Job Sites, Inventory Locations, Van Stock, etc ● New objects include

○ Product Items○ Products Required○ Products Consumed○ Product Item Transaction

Value/Relevance to ISVs● Allows users to model Customer Sites, Inventory Locations,

Van Stock, etc

Release Notes | Trailhead

Marketing Cloud

Marketing Cloud 206 Release

Note: The Marketing Cloud (ExactTarget) 206 release is not on the same schedule as the Force.com 206 release and is instead targeted for Jan 27th 2017. The release notes are available to customers and partners either on the release date or shortly after

Release Notes | Trailhead

Krux Data Management Platform (DMP)

Marketing Cloud Connect with

Lightning Data Sync

Marketing Cloud Mobile App with Lightning UI

Social Studio Support for

Facebook Reviews

Reusable Code Snippets in Email

The world's leading DMP is now part of Salesforce

Marketing Cloud

Now it’s even easier to access all your customer data

Lightning user experience is now available for both

Android and iOS

Actively manage your brand's reputation on

Facebook

Create emails even faster by reusing code

snippets

Recap

List of Pilots, Betas and Developer Previews

Pilots● Customize Person Account Pages in

Lightning● Event Monitoring: Hourly event logs● Platform Encryption: Compatibility with

Flows and Process Builder● Platform Encryption: Analytics Cloud● Improved Sync Querying● Big Objects Enhancements● Upsert Semantics● Async SOQL Enhancements● Oauth for IoT and OAuth device flow● Wave packaging with templates● Wave sharing● Wave web and Apex SDK

Betas● External Service Registration● Lightning for Gmail, Google Calendar,

and Outlook - Open Beta● Platform Encryption: Extend encryption to

Chatter feeds - Open Beta● Introducing Wave Templates● Wave templates packaging

Developer Previews ● Lightning API● Lightning Container Components

Cool and High-Impact Changes

Cool● Lightning API● Lightning Container Components ● Lightning Page Enhancements● Debug Apex Code in Subscriber Orgs● Async SOQL Enhancements● Oauth for IoT and OAuth device flow● Lightning Bolt - Canvas & Visualforce

Component● Salesforce1 mobile offline preferences● Settings and preferences in tooling API

High-Impact● Lightning Readiness and My Domain● Lightning Bolt - Packaging● Manage Security Policies for All OAuth

Connected Apps● Wave null handling

Appendix

Release Resources

● Spring ‘17 Release Notes (PDF) ● Spring ‘17 Release Notes (HTML)● Partner Community: Releases for Partners

Spring ’17 Release OverviewTop Features

Sales Cloud

Service Cloud

MarketingCloud

AppCloud

CommerceCloud

CommunityCloud

Analytics Cloud

Quip FinancialServices

CloudAutomated Activity Capture

Sales Console (Beta)

Forecasting in Lightning

More Kanban & Path

Account & Campaign Hierarchies

Salesforce LiveMessage

Lightning Experience for Service (Beta)

Field Service Lightning iOS Mobile App

Parts, Inventory, and Van Stock

Omni-Channel Supervisor

Krux Data Management Platform (DMP)

Marketing Cloud Connect with Lightning Data Sync

Marketing Cloud Mobile App with Lightning UI

Social Studio Support for Facebook Reviews

Reusable Code Snippets in Email

Lightning Readiness Check

Lightning List Inline Edit

Record Type and Profile Assignment for Lightning Pages

Lightning Global Actions

Cross-Org Connector with Write Support

Mobile-First SiteGenesis (Beta)

Commerce Insights

Facebook Dynamic Ads (Beta)

Endless Aisle

Customer Service Center

Audience Targeting for Pages and Groups

Google Analytics for Self-Service

CPQ and Wave for Lightning Partner Community

Personalized Chatter Streams

Direct Messages

Bulk Actions

Data Designer with Connectors

Smart Data Discovery

Smart App Wizards

Analytics Home

Salesforce Sign-on for Quip

Quip Salesforce Component

Live Salesforce Data in Quip

Team Spreadsheets

Quip Folders

Client Relationship Mapping

Alerts and Cases on Client Profiles

Health Cloud

Wave for Health Cloud: Risk Stratification

Lead to Patient Conversion

Advanced Patient Segmentation

Spring ‘17 Release Milestones*

Staggered Release (R1)Saturday, 2/3(EU5, EU11, NA6, NA7, NA8, NA17, NA18, NA22, NA28, NA29, NA31, NA38, NA39)

Pre-Release Sign-upThursday, 12/15

Staggered Release (R0)Friday 1/13(NA44, NA45)

Sandbox Preview Release Friday, 1/6(CS2, CS3, CS4, CS7, CS9, CS11, CS12, CS13, CS14, CS15, CS17, CS19, CS20, CS21, CS23, CS25, CS26, CS27, CS28, CS32, CS41, CS42, CS44, CS45, CS51, CS59, CS61, CS63, CS80, CS81, CS83, CS84, CS85, CS87, CS88)

Saturday, 1/7(CS5, CS31)

Dec Jan Feb

Preview Release Notes 12/19

Staggered Release (R2)Friday, 2/10(EU1, EU2, EU3, EU4, EU6, EU7, EU9NA2, NA3, NA4, NA5, NA11, NA13, NA14, NA15, NA16, NA19, NA20, NA21, NA23, NA24, NA25, NA26, NA27, NA30, NA32, NA33, NA34, NA35, NA37, NA41, NA42, NA43, NA48, CS33, CS82, CS86, CS89)

Saturday, 2/11(AP0, AP1, AP2, AP3, AP4 CS1, CS6, CS8, CS10, CS16, CS18, CS22, CS24, CS30, CS40, CS43, CS50, CS52, CS60, CS62)

Release Web Site12/23

Release Readiness LIVEWednesday 1/18Thursday 1/19

Sandbox Cut-off Date 1/6*Read the Blog*

MVP Webinar: Mastering Your Release Strategy, 1/10REGISTER

* All dates are subject to our Forward Looking statements - http://bit.ly/SFForwardLookingStatement** Check the Release Community group for updates - http://bit.ly/ReleaseReadinessHome

Developer Preview LIVE 1/13

View detailed schedule:status.salesforce.com/status

Release Overview Deck (ROD) Available 1/9

Release Matrix Available 1/12

Trailhead Module Available 2/13

Lightning

Customize Person Account Pages in Lightning

Feature Overview● Person Account pages in LEX

can now be customized● Available because you can now

assign record pages by App, Record Type, and Profile

Value/Relevance to ISVs● Makes LEX more viable for ISVs

that use Person Accounts

Release Notes | Trailhead

Global Actions

Feature Overview● Create records from anywhere in

Lightning Experience● Work on multiple records at the same time● Built with Lightning, Visualforce, and Canvas● Define different actions for different user profiles

Value/Relevance to ISVs● Provide users with global access to the

functionality in your app

Known Limitations● Social actions associated with Chatter do not

appear in the Global Actions Menu in LEX

Release Notes

Flow Screens in Lightning Now GA

Feature Overview● Flow screens can now be rendered in the Lightning style● Org-wide setting between Classic and Lightning styled flows

Value/Relevance to ISVs● OEM apps that use flow can be set to look better in LEX

Known Limitations● If activated, all Flow users, even those still generally in Classic, will see

Flow screens rendered as Lightning screens● Visualforce pages that include the flow:interview component still render

in the Classic style even if the Lightning preference is active

Release Notes

Lightning Quotes, Orders and Duplicate Management

Feature Overview● Orders and Quotes now natively

supported in LEX● Duplicate management for

Accounts and Contacts in LEX● Duplicate prevention of

PersonAccounts in LEX

Value/Relevance to ISVs● More standard objects supported in LEX● Continued parity between LEX and Classic

Release Notes

Lightning for Gmail, Google Calendar, and Outlook

Feature Overview● Save email from Gmail and Outlook in Salesforce● Automatically associates email to the right

Account/Opportunity/Case or Custom Object● Rich text formatting is preserved when looking

at a Gmail/Outlook email in Salesforce● Works in Google Calendar, too!

Value/Relevance to ISVs● Better user experience of Lightning Ready apps.

Known Limitations● Currently available for Service Cloud and

Force.com users only

Open Beta

Release Notes

ISVforce Enhancements

Limit Access to Protected Code in Subscriber Orgs

Feature Overview● New permission: “View and Debug Managed Apex”● Users with only “Author Apex” can no longer view obfuscated code in

subscriber orgs● Prevents LMO users from seeing protected IP when logged into

subscriber orgs via the Subscriber Support Console.

Value/Relevance to ISVs● Adds fine-grained control to what users in your

License Management Org can see● Limits visibility of protected IP by LMO users

Release Notes

Manage Packages Inside Lightning Experience (LEX)

Feature Overview● Packages can now be managed from

inside Lightning Experience● Available using the “Package Manager” item

in Setup

Value/Relevance to ISVs● Improved parity between Classic and

LEX for ISV developers and admins

Release Notes

Streamlined AppExchange Listings

Feature Overview● AppExchange listings now provide more information in

a fewer clicks● Highlights, description, and media all appear on the

“Details” tab● Package Contents and Lightning Components sections

provide important package details

Value/Relevance to ISVs● ISV customers are getting a better purchase / discovery

experience

Release Notes | Trailhead

Apex

Feature Overview● Make web service callouts from chained queueable jobs● Apex instanceOf keyword works more consistently with managed base packages● Enforcement of one @testSetup method per class now fixed● Maps of populated SObject fields now return correct values

Value/Relevance to ISVs● Enhanced Apex functionality● More consistent behavior for certain Apex use cases● Bug fixes!

Known Limitations● ISVs should use caution when building apps that rely on chained queueable jobs

Apex Enhancements / Bug Fixes

Release Notes

Declarative

Inline Edit in List Views

Feature Overview● Edit record data from a List View in Lightning

Value/Relevance to ISVs● More usage patterns for list views ● Takes away a barrier to move

from Classic to Lightning

Known Limitations● Not all fields are editable

Release Notes

Unsaved edits highlighted in yellow

Bulk save unsaved edits

Row level error

Field level error

Error messaging in footer

Identity

Identity Verification for 2FA and Email Change

Feature Overview● A user is now challenged for identity verification when they register for 2FA

(e.g. Authenticator) or change their email address● For email address changes, users will be required to confirm their request

through a link (in email) and prompted for identity verification

Value/Relevance to ISVs● Additional protection for apps and more confidence in customers towards Security ● Challenging the user is a better method than verifying credentials when

there is Session Hijacking or User Credentials are stolen

Release Notes

User registers for 2FA, they are prompted for another identity verification

Optional Secrets in Oauth Web-Server Flows

Feature Overview● The Secret for Web Server Flow setting in the

connected app definition can now be deselected● Best where a client application can’t securely store

the client secret and can’t use user-agent Auth flow● GA on February 11, 2017

Value/Relevance to ISVs● Greater flexibility and options for Partner Apps ● Client API implementations can now use this flow without

the requirement to store secrets on insecure devices

Release Notes

1. Created connected App and uncheck new option

2. Secret is still created

Asset Token Enhancements

Feature Overview● From Spring ‘17, an Asset Token Event is published

rather than inserting an Asset Token row

Value/Relevance to ISVs● Perform custom business logic through triggers

that subscribe to asset token events

Release Notes

1. Setup asset token under Oauth section in connected apps

2. Clients make asset token request

3. Asset token created, linked to Asset object and invokes a platform event

Chatter

Redesigned Chatter Home for LEX

Feature Overview● Chatter Home redesigned

Value/Relevance to ISVs● More customizations available● Features supported in LEX ● Available in Lightning Communities

Get a customized view of what’s most important

Release Notes | Trailhead

Company Highlights replaces All Company Feed

Chatter Streams

Recent Group List

Share a post

Type indication

Mobile

Attach Content Library files to Chatter Posts

Feature Overview● Attach files stored in content libraries when creating Chatter posts● Tap on attachment button, select Salesforce Files, and select Libraries

Value/Relevance to ISVs● ISV's customers can now attach files stored in Content Libraries when creating a Chatter post

Known Limitations● iOS only (not available on Android or S1 Mobile Web)● Requires upgrade to Salesforce1 v.12 for iOS; available Feb. 2017 in the Apple AppStore

Release Notes

Recurring Tasks

Feature Overview● Schedule predictable events, like weekly meetings● Specify an end date for the recurring task, or click the "Calculate Latest Date"

link below the "End Date" field

Value/Relevance to ISVs● ISV's customer users can now easily create recurring Tasks

Known Limitations● Available for iOS and Android

Release Notes

Repeat Tasks:- Daily, weekly, monthly and yearly - Weekly on a day/s of a week - Monthly on a day

Analytics: Wave

Wave XMD Changes

Feature Overview● Extended metadata (XMD) file is a JSON document that allows an application to override certain metadata for a dataset

○ Is now Packageable and supports migration tools ○ Now uses XMD 2.0 instead of 1.1

■ Recommended to update all dataset XMD files to use new 2.0 syntax

Value/Relevance to ISVs● Can now be packageable● Partners need to update any current usage of XMD files (see release notes for details)● If moving datasets between orgs for development purposes with migration tool, now include these files, making migration easier

Release Notes 1 | 2

Wave Images Packageable

Feature Overview● Images associated with a dashboard can now

be included in a package

Value/Relevance to ISVs● Can now be packageable● Relevant to existing wave partners

Release Notes

Financial Services Cloud (FSC)

Health Cloud

Lead to Patient Conversion

Feature Overview● Leads can now be converted to a patient in the Individual data model● Allows seamless support from patient acquisition through enrollment in Health Cloud

Sample Use Case: Clinical Administrator - Quickly convert a Lead into a patient● Example: I would like to enroll a person that called the call center in a chronic condition program

Value/Relevance to ISVs● Seamless Patient Acquisition through Enrollment: support for conversion from Leads into patients

in the Individual data model. Leads can be acquired in Sales Cloud, Service Cloud and from an EHR

Release Notes

Convert Lead to Patient

Access Leads from within Health Cloud

Service Cloud

Lightning Case Management

Feature Overview● Case Feed gets a makeover in Lightning Experience

○ Modern, compact look for feed items○ Quickly understand case progression at a glance

● Case Assignment checkbox now visible in Lightning Experience

○ Allows agents to trigger assignment rules manually when editing/creating cases

● Other improvements○ Web-to-Case reCaptcha○ Email-to-Case assignment to Queue

Value/Relevance to ISVs● As feature parity improves, more customers will make the

change to LEX

Release Notes