brightgen spring 16 release webinar

Spring 16 Salesforce Release Webinar

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Agenda

• Salesforce Spring 16 Release • Work Orders • Lightning Experience • Service Cloud • Mobile • Chatter + Files • Communities • Platform

• Q&A

Spring 16 Release

Work Orders

Work Orders

• New Custom Object • Requires Service Cloud License

• Associate with other objects • Accounts • Assets • Cases • Contacts • Entitlements • Service Contracts • Work Orders

• Supports Line Items

Lightning Experience

Lightning X Recap

• Completely new UI • Main focus Sales

• Some service in Spring 16

• Built with Lightning Components • Existing UI renamed Classic

Supported Browsers

• Internet Explorer 11 • Edge for Windows 10 • Latest stable Firefox • Latest stable Chrome • Safari 8 on Mac OS X • Other browsers will redirect to Classic

Person Accounts

• Not accessible from setup • Included in all account/contact lookups

• Even when not applicable! • Business quick action in person account

• Even when not applicable! • Case contact not populated from account

• Until record saved

Campaigns

• Can’t add members from list views • Switch to Classic • Can add from record detail • Can import via wizard

• No campaign influence • Can’t clone campaign members • No campaign results across hierarchies

Campaigns

Opportunity Team

Custom List Views

Custom Navigation Menu


• Items: • All custom/most standard objects

May open in Classic • Custom apps • Visualforce tabs • Lightning Component Tabs • Web Tabs • Not connected apps (e.g. Gmail)


• Respects user permissions • Can revert to default • One menu per profile

• Share menu across profiles • 10 menus per org (5 for Professional)

• Up to 100 items

Filter Activity Timeline

Inline Editing

Calendar

Email Composer Popout

Global Actions

Other

• Custom button and links • Content source URL supported

• Formula fields

• Hyperlinks – open in new tab • Images – not in search results

• Communities Setup

• but not communities!

Other

• Environment hub • Change record ownership

• Work orders and campaigns • Assign to queue

• Custom objects • Leads • Cases • Work orders

Lightning X More Information

• Existing customisations • http://sforce.co/1SjNGaA

• Compare LightningX and Classic

• http://sforce.co/1n1iRej • What’s not in LightningX

• http://sforce.co/1OQIMzi

Service Cloud

Live Agent

• Transfer chats to button or queue • Separate Transfer Options

• Agent • Button • Skill

• Chat Transfer / Conference Messages

• Private message providing context

Omni Channel

• Push timeout

• Setup -> Omni Channel -> Routing Configurations

• Ensure customers aren’t left hanging • Reroute requests if agent doesn’t respond • Optionally set presence to unavailable

Setup -> Omni Channel -> Presence Configurations

Knowledge

• Per profile page layouts • Was one for whole org • Not used by Communication Channel

• Uses Communication Channel Mapping • Classic only

• Read access for more licenses

• Chatter Plus • Force.com

Knowledge

• Validation rules on articles

• Errors appear at top of page • Make sure message is descriptive • Only the first error is displayed

• All fields with validation rules must be on layout

• Can’t create or edit article otherwise

Mobile

Enhanced Charts

LightningXCharts

Taptoseedetailswithout

drilldown

Changecharttypes

Salesforce1

• URL custom buttons and links • See images in notes • See previous version of notes • Assets are now supported • Spell check for search results

• Showing results for ...

Chatter + Files

Chatter

• 30,000 groups per org • Was 10,000

• Each user can join 300 groups

• Was 100

• Edit chatter post containing files or links • LightingX supports customer groups

Chatter

• Banner images for groups and user profiles • LightningX only

Chatter

• Broadcast Groups • Only owners and managers can post • Members can respond to posts

• Monitor Group Activity in Group Report – Classic only

• #Members • #Posts • #Comments • #Likes • #Questions • #Answered Questions

Chatter

• Create records from Groups • Even if record can’t be shared to group

• Refresh feed rather than whole page

• LightningX only • Quick Actions

• Choose if posts to feed • Custom success message

Files

• No longer requires chatter • Apart from Salesforce1 downloadable applications

• Share Files and Manage Sharing in LightningX • Google docs 1 page preview

• LightningX only • New access level for shared files

• Set by Record • Access to record confers access to file

Files

• Store uploads to record Notes/Attachments as Files

• Classic only • Controlled by org preference

• Default is disabled

• Take care if enabling • Code may be relying on attachments

Communities

Communities

• Updated templates in Spring 16 • Based on Lightning Components • Will lose customizations when upgrading from pre-Winter 16 • Pre-Winter 16 support will end in Summer 16

• Chatter Lightning Components • Maximum number of communities is 50

• Was org specific • Restrict size and types of files for upload

• Applies across entire community

Communities

• Create audiences for recommendations • New members – days since registration • Custom list – any criteria, API only

• Up to 10 million members of a customer community

• Was 7 million • Customer Community Notes and Attachments

• Accounts and Contacts only • Create and Edit Reports for all Role Based external users

Moderation

• Increased moderation limits • 30 keyword lists (was 10) • 30 rules (was 10)

• Moderation supports all feed types • Display blocked keywords in message • Translate moderation rule messages

Platform

Platform

• Deployment during service update

• Saves test state • Resumes after upgrade completed • Used to restart from beginning • Tests run in blocks so may be rerun a couple

Sandboxes

• More developer sandboxes • Enterprise Edition 25 (was 1) • Unlimited Edition 50 (was 15) • Performance Edition 100 (was 30)

• Run script after sandbox refresh • Sandbox copy speed improved

• Full/partial copy only • Monitor progress of sandbox copy

Unit Tests

• Set created date field in unit tests • http://bit.ly/1JcwxNt

• Test Suites

• Groups of tests for specific area • Developer console / API only

• Automatically stop failing test runs

• Configure failure threshold • E.g. threshold of 1 stops at 2nd failure • Synchronous test stops immediately • Asynchronous test stops when running tests complete

Data Management

• New version of data loader that supports oauth • Data import wizard supports person accounts

• Dedicated person account wizard being retired • Data import wizard supports campaign member status updates • Recent import jobs section on wizard home page

Process Builder

• Reorder criteria through drag and drop • Re-use names and descriptions across processes • View field names via hover or sidebar • Add mentions via @ symbol in message

• Used to be via separate field • Send email alerts for tasks/events

Security

• Login from new device requires verification • Even if an IP address has been seen before

• Pin locked mobile applications idle timeout

• Up to 240 minutes (was 30 minutes) • Use with caution

Setup Healthcheck Tool

Yoursecurityagainstbaselinestandard

SpecificRisks

Linktose=ng

More information

• http://sforce.co/1StBNPx • Release notes • Training • Feature videos

Questions?

Contact Us

• www.brightgen.com • [email protected] • 01376 519888 • @brightgen • facebook.com/brightgen