brightgen salesforce winter17 release webinar
TRANSCRIPT
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Agenda
• Salesforce Winter 17 Release • Lightning Experience • Account Contact Relationships • Campaign Influence • Service Cloud • Communities • Chatter • Files • Salesforce1 • Platform • Dreamforce • Q&A
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Lightning Experience
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Navigation
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App Launcher
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Apps
• Classic apps work as-is in Lightning • Can’t use Lightning Page tabs • Upgrade to Lightning App • Creates a copy of the App • Lightning and Classic independent versions • Changes to one don’t affect the other
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Record View/Create
Field Level Help
Save and New button
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Record Detail Section
Open/close state persisted
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Popups
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Search
Suggestions from multiple sobject types
Choose which full
search to run
All searches go to Top
Results page
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Assistant
Take action direct from assistant
Dismiss recommendations that aren’t relevant
• Create task • Create event • Edit opportunity • Send an email
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Lightning Experience - Analytics
• Filter reports by role hierarchy • Filter reports by relative dates • Filters preserved when drilling to report from dashboard • Add tables to dashboards
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Lightning Experience - Charts
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Lightning Experience - Other
• Identify and merge duplicate leads • Add products with schedules to opportunities • Contract support • Quotes support • Edit opportunity probability field
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Account Contact Relationships
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Account Contacts Relationship
• Indirectly relate person accounts to business accounts • Triggers for Account Contact Relationship Object • Validation rules for Account Contact Relationship Object • Relationship View
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Campaign Influence
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Customizable Campaign Influence
• Default is 100% to primary campaign on opportunity • Create custom influence models • See which campaigns influenced opportunity • See how many opportunities a campaign generates
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Service Cloud
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Knowledge
• Now supported in Professional Edition • Article search results display snippets • Access articles/data categories via API
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Omni-Channel
• Route live agent chats with omni-channel • Instead of skills select Omni as the routing type • Omni-channel notifies agents • Some chat settings move to omni-channel • Some limitations – see the release notes
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Live Agent
• Agent alert added to chat timeout • Agent gets heads up that chat will end soon • Default agent alert after 40 seconds • Default end chat after 100 seconds • Applies to all chats, even if routed through omni-channel
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Case Feed
• Change case owner using quick action (LEX/SF1) or macro (classic) • Default email templates in LEX/SF1 • Attach files to emails in LEX • View email attachments in LEX • Collapsible CC and BCC fields
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Communities
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Lightning Bolt
• Build template (theme, CSS, pages etc) • Export • Use as base for new community • Appears as template in community wizard
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Page-Specific Community Access
• Fine grained control over public access • Respect community settings • Make page public regardless of community settings • Make page private regardless of community settings
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Napili Template
• Renamed Customer Service (Napili) • Supports more objects • Activity History, Dashboards, Email Messages, External Objects, Products, Reports, Shared Contacts and more • Play videos directly in feed
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Communities - Other
• Field level help (as per LEX) • Questions in account, group, user and case feeds • Rich content/code snippets in comments and answers • Inline images in comments/answers • Likes on comments/answers
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Communities - Management
• Community management moderation page • Allow external users to moderate • Pre-moderation is GA • and available for comments • Moderate record feeds • Mark as spam and leave a note
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Chatter
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Group Wizard (LEX)
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Chatter - Other
• ‘Feed’ renamed to ‘Chatter’ in LEX • Group feed is real time • Announcements email all members, regardless of settings • Questions in account, group, profile and case feeds • Live comments in LEX
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Chatter - LEX
• Mute feed post from detail view • Play videos directly in feed • See full list of people who liked post • Edit posts and comments • See view counts on posts • Hover name to see mini profile
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Files
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Files - LEX
• Attach up to 10 files to a feed post • Add or remove files when editing posts • When creating Lightning app, icon is a custom file which supports • Versions • Previews • Sharing rules
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Salesforce1
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Mobile Browser Requirements
• Android 4.4 or later, Chrome/Good Browser • iOS 9.2 or later, Safari/Good Browser (Spring 17 requires iOS 10) • Windows 10, Edge • Windows 8.1, IE11 • Until Dec 17, 2017 • End of support for Blackberry
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Device Testing
• Android • Google Nexus/Samsung Galaxy hardware • iOS • iPhone 5S/C and up • iPad Air / Air 2 / Mini 4 / Pro
http://sforce.co/2e4d1UG
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Salesforce1 - Other
• Send SMS messages • Change record types • Edit opportunity probability field • Add quotes to opportunities • Add products with schedules to opportunities • Add multiple influential campaigns to opportunities
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Salesforce1 - Other
• Contracts support • Activate, submit for approval, change owner and clone • Legacy charts replaced with enhanced charts • Can revert to legacy until Spring 17 when legacy retires • More dashboard metrics on a single page • Post snapshot of enhanced chart to chatter
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Platform
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Setup
• Use Global Search instead of Quick Find in LEX to find specific setup records • App Manager (LEX) – manage all apps from a single place • Assign custom record pages to different apps (LEX) • Click to refresh list of lightning components in app builder • Report charts now responsive (LEX/SF1)
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Process Builder
• Invocable Processes • May be called from other processes • Re-use common process elements • Define as starting ‘Invoked by another process’ • Access owner fields, User or Queue
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Global Picklists
• Now Generally Available • Create and manage in LEX/Classic • Use in dependent picklists • Replace values • Switch between single/multi-select
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Platform - Other
• Deactivate values in picklists • Doesn’t change existing data • Stops users from selecting the value • Launch a lightning component from an action • Make the app launcher your home page (LEX) • Quick deployments can be validated 10 days in advance (was 4)
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Retiring
• Import my accounts and contacts wizard • Use data import wizard instead • Desktop CTI retires in Spring 17 • Chatter answers retires in Winter 18 • Use chatter questions
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More information
• sforce.co/2cwjso9 • Release notes • Training • Feature videos
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Dreamforce
• Einstein - sforce.co/2e5qPDL • Quip - http://bit.ly/J7fxt8 • Krux - bit.ly/2efBgUP • SalesforceDX – sforce.co/2duS9rb
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Questions?
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Contact Us
• www.brightgen.com • [email protected] • 01376 519888 • @brightgen • facebook.com/brightgen