Salesforfce Summer '17 release overview deck

Summer ’17
Overview Deck
Prepared by
Technology Communications & Readiness
Roy Gilad
Director of Vertical Products @ WalkMe

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 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.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, 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 outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, 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 most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures 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 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.

Free way for
Admins, Developers & Anyone
to learn Salesforce
http://trailhead.salesforce.com

Leads/Lead Convert
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_features_core_leads.htm

Relate Accounts to Leads faster with Account Matching
Faster, more accurate lead conversion
Company Name on
the Lead
List of Matching existing accounts
presented automatically when user
enters Convert Lead modal
Selecting one of the matches populates
the the Account Name field and the
lead will be attached to the account
Clicking into the Search Accounts
bar will present the +New Account
link
New in
Lightning

Keep Related Files and Records When Reps Convert Leads
See the files & content deliveries associated with the converted leads
Files are now accessible from
Contacts, Accounts and
Opportunities
Content Deliveries are now
transferred to Contacts

Campaigns in Lightning
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_features_core_campaigns.htm

Campaign History & Field History Tracking
Track who changed each value, when and what the original value was.
Field history is displayed as a
related list preview on the
campaign layout.
The related list drill-in is
available to see more than 4 field
history changes.
New in
Lightning

Manage Campaign Members from Reports
Add Members to Campaigns from Reports
12,610
IdeaExchange
Points
New in
Lightning

Add to Campaign from Custom Report Type
Use Custom Report Types to create better target groups for your campaigns
“Add to Campaign”
action
Note:
- the report’s primary object must be Lead or Contact.
- The custom report type must also include the Full Name field.
New in
Lightning and
Classic

Add Members to Campaigns from Accounts
Target contacts within specific accounts for your marketing efforts.
Add to Campaign action now
available on Contacts and
Related Contacts related lists.
Add to Campaign action also
available on Contacts and
Related Contacts related list drill-
in..
Lightning
only
feature

Campaign Influence Related List on Account
View which campaigns drive pipeline within an account
12,170
IdeaExchange
Points
New in
Lightning and
Classic

Sort Campaign Members on Related List
The related list columns are now sortable in the full view of the related list.
Sortable headers
I’d like to quickly sort all
campaign members by
Status
New in
Lightning and
Classic

Collaborative Forecasting
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_features_core_forecasts.htm

Product Family Forecasts now available in Lightning
No need to toggle to classic for product family forecasts
Improved Grouping to
show Products then
Users
New in
Lightning

Product Family Selection and Ordering in Setting
To set up product family forecasts, switch to Salesforce Classic.
Define products to
display and sort order

Opportunities
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_features_core_oppty_sfx.htm

Opportunity Stage History
View a history of milestones and major changes on an opportunity
Better insight into a deal’s
progression through the
pipeline
Tracks user changes to the
Amount, Probability, Stage, and
Close Date fields
Sales managers will be able to provide better deal support by comparing deal history
trends. For example how long is the deal sitting in each sales stage? Are my reps
are growing deals through the sales cycle or discounting deals down?
New in
Lightning

Contacts
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_feature_core_contacts.htm

Visualize Contact Hierarchies in Lightning Experience
Show Who Reports to Whom from Contact Pages in Lightning Experience
The contact you entered the
hierarchy from is visually
highlighted
Clicking on the contact name
takes you to that contact record
home
By default, the columns displayed on
on the hierarchy are those configured
in the Recently Viewed Contact list
view.
Lightning
Only
feature

View Contact Hierarchy
New Action added by default
View contact hierarchy from
actions on Contact record
home.
Lightning
Only
feature

Hierarchy Enhancements
Preview Panel and no Expand icon
Preview card with additional
information upon hover. This is
available on Account Hierarchy,
Contact Hierarchy, and Campaigns
Hierarchy
Expand icon next
to only records
with children
Lightning
Only
feature

Customize Contact Hierarchy Columns
Admins can configure the columns most meaningful to their users to see
Admins can customize columns
displayed in the hierarchy by going to
new section in Object manager ->
Contact.
Each org can have only one
customization and it’s used by all
users in the org.
Lightning
Only
feature

Create Contacts Quicker from Account Records
Auto-populate Account Fields on Contact Creation
When sales reps create contacts from the
Contact related list on account records, the
mailing address, phone number, and fax
number from the account record are auto-
populated on the new contact.
Relevant fields are auto-populated
from the account object so users
need to fill out as little info as
possible.
Lightning
Only
feature

Quotes, Contracts, Orders
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_other_changes.htm

Email Quote PDF from PDF record home
Email Quote PDFs with One Click
Easily email quote PDF from listview
in Lightning Experience.
Lightning
Only
feature

Add/Edit Multiple Order Products on an Order
Do more with products in Orders
Search and select multiple
Products when adding Order
Products in Lightning
Experience
Edit multiple Order Products
on an Order at the same
time in Lightning Experience
Lightning
Only
feature

Path on Contracts and Orders
Add a path to guide your users along the steps in your order or
contract process.
View current status of Contracts
and Orders and update status
using Path in Lightning
Experience
Lightning
Only
feature

Data Quality
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_data_quality.htm

Surface cross-object duplicates
Use New Rules to Detect Duplicates Across Contacts, Accounts and Leads
Each object appears in its own
expandable section
Click from any lead, contact, or account to
see all duplicates found by active cross-
object Duplicate Rules
This new lead is actually already an existing
contact on someone else’s account, I should not
contact her.
Understand if a lead may already be in the
system in another form before contacting
that person
Lightning
Only
feature

Sales Cloud
Sales Productivity

Lightning Voice is now Lightning Dialer
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_voice_parent.htm

Organize Calls with a Call List (Generally Available)
Create a call list of leads, accounts, contacts
Click “Call Next” to
open the first record
and dial the number User can add leads,
accounts, person accounts,
contacts all in one single call
list.
User can choose to append the
selected records to the end of
the list, or clear the existing call
list and start new.
Lightning
Only
feature

Voicemail Drop
Leave pre-recorded voicemail message with a click
Wait for the beep
then click the drop
button
Voicemail Drop allows rep
to pre-record a generic
message in User Settings
When a rep calls a customer
and gets voicemail, they can
“drop” the pre-recorded
message with 1 click and move
on
Save time with custom
voicemail messages
Lightning
Only
feature

Set Up Lightning Dialer with Ease
Assign the pre-generated permission sets to your users
3 easy steps
1. Go to Dialer in Setup
2. Edit your Lightning App and include
Dialer in the Utility Bar
3. Assign licenses to users via
permission set
For customers who purchased prior to
Summer ‘17, there will also be a “Dialer
Minutes” permission set that needs to be
added.
Lightning
Only
feature

Email Experience
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_productivity_email.htm

Use Your Classic Email Templates in Lightning Experience
Save time – just open the template and send!
2. Optionally filter by
folder or search for
templates
1. Choose between
Lightning and Classic
templates
3. Select a Classic
template
New in
Lightning

Activity Timeline
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_productivity_activities.htm

Stay on Top of Things with the Updated Activity Timeline
Quickly see what each activity is about with easily read summaries.
The activity timeline has been
redesigned to show you your days at a
glance, no matter how many activities
you have.
Skim over the activities quicker to build
context before reaching out to a Contact
or Account.
Want to drill deeper into your day? Click
Expand All to see all the details on all
the activities in your timeline.
Lightning
Only
feature

Need the details? Click Expand to see more.
Quickly scan activities to
build context and identify
action items
You no longer need to leave the
page to know the contents of an
Email or the notes in a Logged Call
on the Activity Timeline.
Click the chevron to drill into the
details without navigating away
from the record.
You can expand each activity
individually, or expand and
collapse the entire list of activities
at once.
Lightning
Only
feature

Expanded emails are shown just like they were sent
You can take actions from within the email summary, too.
Read the
entire email
without
navigating
away.
Take actions
from within
the email.
Email shown just
like it was sent -
with paragraphs
and new lines.
Lightning
Only
feature

Kanban
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_features_prod_kanban.htm

Group the Kanban View by Owner
Owner can now be set as the field to
group by.
Your reps can configure
the Kanban view to group
cards by who owns the
record.
Users with permission
can change a record’s
owner in a jiffy by
dragging the record from
one column to another.
Lightning
Only
feature

Additional Summarize by Options
Summarize by additional number types
In addition to currency
field types, you can now
choose integer numerical
fields to summarize your
columns by.
Lightning
Only
feature

Identify Cards That Reps Can’t Update
Reps can see in a glance which Kanban cards they don’t have permission to
drag.
Cards that cannot be moved to a new
column are disabled
If a rep doesn’t have
access to update a
record, the card is grayed
out and can’t be dragged
to a different column.
Lightning
Only
feature

Notes
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_productivity_notes.htm

Notes Home
Simplified user experience to make notes clearer and easier to navigate
Related to section is now at the
bottom
Separate Add to Records
button
Click here to go directly to
the record
Clearer Labels
New in
Lightning
And Classic

Turn Off Feed Tracking for Notes
Want to hide feed updates that tell your users whenever someone creates or
changes a note?
Notes feed will respect the
parent’s feed tracking rule
Now admin can
choose to show/hide
depending on the
feed tracking
settings.
New in
Lightning
And Classic

Notes API Improvements
Support customers with migration of legacy note.
Using the Salesforce API, you can copy old notes from the Notes & Attachments related list to the
Notes related list in Lightning Experience, where users can view and edit them.
See the speaker notes for more detail
Convert Old Notes to Lightning Experience with the Salesforce API
New in
Lightning
And Classic

Lightning Sync for Microsoft® Exchange
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_lightning_sync.htm

Schedule events with attendees in Lightning
No more double-entry for Calendar
Events!
Want to schedule events in Salesforce,
relate them to Contacts, Opptys, etc.,
and not have to manually duplicate the
meetings in Outlook?
When reps schedule meetings from
Lightning Experience or Salesforce1,
they can invite contacts, leads, and
other Salesforce users to attend, and
all Salesforce users can see how
meeting attendees responded.
Get Attendee Details in the Calendar When You Sync Microsoft® Office 365® with Salesforce
Lightning
Only
Feature

Bidirectional event sync for O365 and Lightning Experience
Set up events to sync between reps’ Microsoft Office 365 calendars & Salesforce
Enable Lightning
Sync in setup
Create an active
Lightning Sync
configuration and add
users or profiles
Set up your reps with the “Sync Both
Ways” sync direction, so events are
syncing between Salesforce and reps’
Microsoft® calendars.
Lightning
Only

Add Attendees field to Event page layout
Lightning
Only
feature

Schedule Events with Attendees & sync them to O365
Add up to 50 User, Lead or Contact attendees
When searching for attendees,
Contacts, Leads, and Users are
auto completed after you type in
two or more characters by first
name, last name or email address.
All attendees except the
organizer can be
removed.
Lightning
Only
feature

Lightning for Outlook
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_lightning_for_o.htm

Pin Lightning for Outlook open
Lightning for Outlook stays open, so reps can work through their emails faster.
Pin Lightning for Outlook open in
Desktop Outlook 2016 on
Windows.
Note: Outlook users may have to
apply an Outlook update to see
the Pin.
Lightning
& Classic
feature

Save time writing emails with Lightning Templates
Quickly associate Outlook emails to the right object
Use Lightning
Templates to quickly
compose emails
Relate your email to
Salesforce records before
sending it
Lightning
only
feature

Select Attachments
Choose Which Attachments to add to Salesforce records
Pick and choose attachments that
get uploaded to Salesforce
Lightning
& Classic
feature

Lightning for Gmail
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_lightning_for_gmail.htm

Lightning for Gmail is now generally available
Access relevant information related to customer’s contacts, leads, accounts,
cases, opportunities and etc. without switching from Gmail to Salesforce
Boost Productivity and sell faster:
• Save inbound emails into Salesforce
• Send and add emails
• Compose emails quickly using
Lightning templates
• Use merge fields to enrich the content
of a message
• Pin it open - Stay Logged into Lightning
for Gmail
• Access relevant information related to
customer’s contacts, leads, accounts,
cases, opportunities and etc. without
switching from Gmail to Salesforce
Lightning
& Classic
feature

Relate emails to Contacts/Leads and select attachments
The account you entered the
highlighted
Relate an email to
contacts and leads.
Select what files
to relate to
Salesforce
Lightning
& Classic
feature

Send and add email with or without attachments
The account you entered the
highlighted
An email in compose
mode will be related
to selected records
after it sent.
Attachment files will
also be saved to
selected records
after the email is
sent.
Lightning
& Classic
feature

Lightning Sync for Google
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_lightning_sync_g.htm

Lightning Sync for Google is generally available
Sync Contacts Between Salesforce and Google Contacts
Lightning
& Classic
feature

https://releasenotes.docs.salesforce.com/
en-us/summer17/release-
notes/rn_general.htm
General
Enhancements

Make Lightning Experience the Only Experience
Ready to move from Salesforce Classic to Lightning
Experience without looking back?
Just hide the option to switch to Salesforce Classic from
your Lightning Experience users so that they stay in
Lightning Experience.
By default, when you enable Lightning Experience, your
users get the Switcher, allowing them to switch back and
forth between Lightning Experience and Salesforce
Classic. But if you want some or all of your users to stick
to Lightning Experience, you can now remove the
Switcher
Create ‘Lightning Only’ users
Lightning
& Classic
feature

Enable the Hide Option to Switch to Classic permission
When you enable the permission for your Lightning Experience
users, new and existing users see Lightning Experience the next
time they log in to Salesforce. And, they no longer see the Switch
to Salesforce Classic link.
Keep these considerations in mind when you enable the Hide
Option to Switch to Salesforce Classic permission.
• If users access features that aren’t available in Lightning
Experience, they temporarily access Salesforce Classic in a new
browser tab, even though the permission is enabled. They use
Salesforce Classic only as long as they’re using a feature that’s not
available in Lightning Experience.
Assign it via profiles and/or permission sets
Lightning
& Classic
feature

Field History Now Available!
Keep track of important changes with field history related lists
New in
Lightning

Lightning Experience Readiness Check and Report
Run the assessment on your org today! http://sfdc.co/LightningCheck
One click from Salesforce
Setup
Lightning
& Classic
feature

Lightning Experience Readiness Check
Delivers a PDF report to your inbox in minutes
Report is sent by email as
PDF attachment
(email is FROM and TO
the user who ran the
Readiness Check
Assess Lightning
Experience readiness
Determine which
users are ready to
migrate
Lightning
& Classic
feature

Lightning Experience Readiness Report
Specifics from
your Org
Resources
Recommendations
User Impact
Lightning
& Classic
feature

Console Split View
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_general_lightning_console_intro.htm

Toggle to Split View When in Console
From Table View,
switch to Split View
New in
Lightning

Work Records Quickly in Split View Mode
View Your List and Record Simultaneously
Split View List
Records (first 4
columns of the table
are used on the card)
Toggle back to
Table or Kanban
Vertical Bar to
Show/Hide List
New in
Lightning

Choose Utility Icons for Your Lightning Apps More Easily
Quickly add an icon to a utility item
Icon Picker
Icon
Gallery/Selector
Lightning
only
feature

Search
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_search.htm

Search Opportunity by Account Name
This also makes it easier to name opportunities—you don’t need to come
up with a unique name for every order of 20 widgets
Opportunities
returned due to
match on
Account Name
Lightning
& Classic
feature

Spell-check, did you mean?
Inform the user when we fire off spell-correction
Spell-check
message to the
user
Lightning
only
feature

Federated Search
Search external data from Salesforce global search
External object
results in Top
Results
External object
navigation
Lightning
& Classic
feature

Einstein Readiness Check
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_einstein_readiness_check.htm

Sales Cloud Einstein Readiness Check
Easily Assess Einstein Readiness
One click from
Salesforce Setup
delivers a PDF report to
inbox in minutes
All past assessments for
the org can be accessed
and viewed here as well
Run the assessment on
your org today!
Lightning
& Classic
feature

Sales Cloud Einstein Readiness Report
Report is sent by email as PDF
attachment
(email is FROM and TO the
user who ran the Readiness
Check)
Sys Admins will quickly know which
Sales Cloud Einstein features are ready
to use in their org and which ones
require additional steps before using
Lightning
& Classic
feature

Einstein Activity Capture
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_einstein_aac.htm

See More Relevant Activities on Opportunities with Date Matching
Better matching of activities with the appropriate Opportunities
Einstein Activity Capture adds
an activity to a related
opportunity if the activity
occurred within the opportunity’s
date range.
Lightning
Only

Share with Everyone by Default
Allow Administrators to determine sharing for new users.
Select whether new
users share their
emails and events with
everyone or keep
them private.
Lightning
only
feature

Einstein Automated Contacts
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/adc_overview.htm

Contact / Contact Role Suggestion on Home Page
View suggestions in the Assistant. Take action and provide feedback about
suggestions quality.
Contact Role
Suggestions
Contact
Suggestions
Add launches the
record edit page
Decline removes
the suggestion for
all users
Dismiss removes
the suggestion from
this user’s feed.
Users can provide
feedback about the
relevance of
suggestion
Lightning
only
feature

Contact Suggestions on Opportunity/Account records
See all the suggestions related to an opportunity or account
Contact
Suggestions
Contact
Suggestions
Lightning
only
feature

Lightning Case Management
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_cases.htm

Lightning Compact Case Feed
View more updates in a summarized presentation
Expanded Feed
Item
Collapsed Feed
Item
Expand/ Collapse
all items
Lightning
only
feature

Lightning Feed Filters
Quickly filter feed updates to a set of feed item types
Overflow menu
Feed Filters
Lightning
only
feature

Lightning Case Comments
Create, Edit, Delete Case Comments in Lightning
In Summer ‘17
Case Comments can
ONLY be created via a
publisher action
Case Comment
Feed Item
Case Comment
Feed Filter
Lightning
only
feature

Lightning Case Comments
Create, Edit, Delete Case Comments in Lightning
Case Comment Related List
NOTE - NO NEW BUTTON
Case Comment List View
NOTE - NO NEW
BUTTON
Lightning
only
feature

Salesforce1 Case Comments
Create, Edit, Delete Case Comments in Salesforce1
Case Comment
Related List
Create Case Comment
Custom Quick Action
Create Case Comment
via Custom Quick
Action
NOTE –
No New Button

Log a Call Publisher
Now available in Lightning for Cases
New to
Lightning
Previously there was a global
action, but it didn’t do all the things
that Log a Call did in Salesforce
Classic, such as auto-populating
the case contact and auto-linking
the call log to the case. But now,
Log a Call actions for Lightning and
Classic work the same way.
Note: In new orgs, the Lightning-optimized action is on the case page layout by default. If your org is using the Salesforce Classic Case
quick action, manually replace it with the Lightning-optimized one using the page layout editor.

Case Assignment Checkbox
You can now assign cases (and Leads) via active assignment rules from S1 as well!
New to
Lightning

Lightning Service Console App now Generally
Available
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_salesforce_console_for_service.htm

Lightning Keyboard Shortcuts
Keyboard Shortcuts are now available
in the Lightning Console (and the
standard Lightning experience as well)
Try ctrl/cmd + ? To bring up the list of
shortcuts.
Lightning console apps can now use keyboard shortcuts
Lightning
only
feature

Drag Files onto Files and Attachments Related List
Drag and drop files onto
Files and Attachments
related lists.
Quickly add files to a case
Lightning
only
feature

Attachments Related List now shows email attachments
Attachments from the
case
View source of attachments
Attachments on email that is
part of the case. Indicated by
mail icon.
Lightning
only
feature

Case Hovers with Description and Last Updated
Case fields driven by
Compact Layout
Quickly view information about the case without having to open the case
Last update on Case fields
driven by Compact Layout
Case Description
Lightning
only
feature

Omni Routing in Lightning - Open Beta
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_omnichannel.htm

Introducing Omni-Channel Routing on Lightning
Route cases and push work to the right agent at the right time
Let Agents Accept and
Decline Work in the Omni-
Channel Utility
Add the Omni-Channel utility
to a Service Console app
using the App Manager
New to
Lightning
Note:
• Objects that aren’t supported in Lightning
Experience can’t be routed with Omni-
Channel in the Lightning Service Console.
• Active time tracking and Omni-Channel
Supervisor aren’t supported in Lightning
Experience. To use Omni-Channel
Supervisor, switch to Salesforce Classic.
• Omni-Channel settings, including enabling
Omni-Channel, are available only in
Salesforce Classic.

Agent changes status in Omni widget
Agents can manage their availability for different channels through Omni widget
You can also use
keyboard shortcuts
for all omni
operations. ‘O’ for
opening and
closing Omni
widget and
thereafter Tab and
Enter.
New to
Lightning
I would like to take a break
and put myself in busy/ away
state in Omni to not get any
pushed work

New work is pushed in widget
Agents See Different Omni-Channel Notifications with Lightning Experience
The minimized utility changes
color to let the agent know
there’s a new request.
Agents can see basic work
information in the Omni widget
before they accept or decline work
New to
Lightning

Work is accepted or declined with a reason
New to
Lightning
As I close a tab, my
capacity is free and I want
to accept new work from
Omni widget
If decline and decline reasons are enabled,
agents can decline work and provide a
configured decline reason.

Lightning Service Setup
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_service_setup.htm

More Lightning Service Setup Flows (Beta)
Take the guesswork out of enabling core Service features
Quickly set up a Knowledge
Base with minimal steps
Easy set up experience for
Lightning Communities
Customize Case Status from the
Recommended Setup panel
New to
Lightning

Lightning Knowledge is now Generally
Available
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_salesforce_knowledge.htm

Knowledge in Lightning Setup
No need to switch back to Classic to set up Knowledge
Access Data Category,
Knowledge, and
Validation Status setup
nodes. These nodes
are not visible if
Lightning Knowledge is
not enabled.
Configure the
Knowledge object just
like other objects – set
up Fields, Page
Layouts, Record Types,
Search, Layouts,
Validation Rules, etc.
New to
Lightning
Access the Import
Articles node and the
Monitor Article Imports
node to import articles
to Knowledge.

Hover in Sidebar and Articles Related List
Users can hover to see the
details of the article without
having to open a separate tab
for every article.
Users can also rate the
article in the hover.
Users with the right
permissions can edit articles
from the hover.
Lightning
Only
feature

Customize Record Home Flexipage in App Builder
Admin can configure their own Record Home for Lightning
Start with a
template then drag
and drop
components.
Lightning
Only
feature

Lightning Knowledge available in Salesforce1
Salesforce1 users can
now see Lightning
Knowledge Articles in
S1.
Search and read are
available but create
and edit actions are
not available in S1.
Lightning Knowledge shows in
Navigation as “Knowledge” or whatever
the org names their object rather than
“Articles” like with Classic Knowledge.

Knowledge Sidebar Actions
Edit Articles from the Actions menu in the
Sidebar. This makes it easier to manage
articles in the workflow of solving cases.
Lightning
Only
Feature

Lightning Knowledge Search Layouts
Configure whether or
not the New button
shows on the Listview,
(except for Recently
Viewed listview)
New to
Lightning

Rich Text Editor for Lighting Knowledge
Editor shows when
the edit button has
been clicked
New to
Lightning

Field Service Lightning
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_field_service.htm

Preventative Maintenance
Generate maintenance service appointments to prevent product breakdowns so
your customers never miss a beat
New to
Lightning and
Classic

Generate work orders automatically
Based on your frequency, product, and window for maintenance
Effective Dates
Frequency of Work
Order Generation
New to
Lightning
and Classic

Auto Generate Work Orders
Automatically keep all your products up and running
New to
Lightning and
Classic

Inventory management starts with a Product Request
Missing the right part to get the
job done? With Field Service
Lightning Parts Requests &
Transfers, any organization can
request parts, track shipping,
and receive stock.
With the Field Service Lighting
mobile app, workers can also
make sure they get the part
they need right from their
phone.
New to
Lightning and
Classic

Product Request Line Items
Each line item represents a part being ordered
Product and Quantity
Requested
New to
Lightning and
Classic

Shipments - track all shipment of parts
Optional - Technicians can pick up parts from a warehouse
Track your shipment
Ship to the Technician
New to
Lightning and
Classic

Enables inventory ‘receiving’
‘Receive’ inventory and
automatically update
Van Stock
Records the movement
of parts from one
location to another
New to
Lightning and
Classic

Employee Time Sheets
Manage Employee Time & Attendance
Service Resource
Time sheet
entries
New to
Lightning and
Classic

Asset Relationship
Track asset swaps and changes to the service BOM
Replacement
Replacement
New to
Lightning and
Classic

Open BETA
Street Level Routing

Street Level Routing (SLR) improves your travel calculation
drastically as real turn-by-turn information is being considered
Aerial Routing: the calculation ignores road
information, not taking into consideration that the
technician should cross a bridge (note that the
scheduled start is 8:11 AM)
While Aerial routing computes the shortest distance between two locations based on a straight line route, SLR computes the distance along roads or
transportation routes. This is the most accurate distance as it is based on information and measurements of actual road speeds and the expected
travel speed based on road type. It provides an accurate calculation, thus enabling a better optimization of schedule.
SLR: for the same appointment, SLR will consider the
bridge which yields a more accurate ETA (Scheduled
Start is 8:21 AM)
New to
Lightning and
Classic

Dynamic Gantt - A
powerful set of dynamic
scheduling features

Fix Overlaps
Reschedules appointments which overlap other appointments or absences
The Service Resource is creating a
Resource Absence record causing to
an overlap
Fix Overlap is kicking in trying to fix
the schedule
Fix Overlaps fixed the schedule
New to
Lightning and
Classic

Fill-in Schedule
Schedules work for an idle resource
A customer cancelled an
appointment leaving the tech
idle
The new assignment is optimal
according to scheduling policy
Fill-in Schedule is looking for
an optimal reassignment
New to
Lightning and
Classic

The best analytics for every service appointment
Introducing: Field Service Wave Analytics
Access insights to improve every on-site experience
Gain visibility into mobile workforce utilization, first-time-
fix, and travel time
Empower service managers with answers faster
Optimize mobile employee productivity with leaderboard,
trends, and early problem detection
Deliver personalized, actionable customer service
Explore, prioritize, and resolve work orders faster to
improve CSAT with performance analysis
New to
Lightning and
Classic

Social Customer Service
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_social_customer_service.htm

Lightning Setup
Set up and manage Social Customer Service from Lightning Setup
New to
Lightning

Facebook Reviews
Facebook Reviews in Case Feed & Response Support
Agents can now easily view reviews
from Facebook and Reply to them
from the Case Feed
Includes the star rating and
review content in the case feed
so I can see the full context of the
review.
Lightning
Only
Feature

Facebook Private Reply to Public post
Agents can reply to public post or comment via DM
After clicking Reply, agent is able
to change Message Type to Private
Message
Lightning
Only
Feature

Compact Feed
Agents can Collapse and Expand Feed Items
Social Post preview
shows in Collapsed
View
Intents show in
expanded view
Lightning
Only
Feature

Boost Productivity with New Twitter Actions
Agents can follow users on Twitter and can send URL to initiate DM
New intent allows
agents to select which
account to follow from
After selecting account to follow
from, intent changes to
Following
Insert a link to set up a private
Twitter direct message
conversation.
Lightning
Only
Feature

Chatter
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_chatter.htm

Stream Home and Stream Notifications
Create up to 100 Streams! Get notified when a new post is authored in a Stream
Set notifications when
you create a stream (this
can be changed later)
List is the five most
recently viewed
streams
Lightning
Only
Feature

Add a Record to a Stream
Follow a Record in a Stream from Stream Detail!
Add the record
to a stream or
streams right
from the details
page.
Lightning
Only
Feature

Group Post Sharing
Share a Chatter post to a group - discuss it off the main thread
Select ‘Share with
Group’ from the menu
New to
Lightning

Seen By in Private and Unlisted Groups
Now you can tell who your post is reaching
Number of people who have
viewed the post
Clicking on the number reveals
the list of people
Lightning
Only
Feature

Topics Now in Lightning Experience
Improved @Mentions
Image is
Animated! Use
Presenter
Mode

Chatter Groups
https://releasenotes.docs.salesforce.com/en-
us/summer17/release-notes/rn_chatter_groups.htm

Manage Members and Email Notifications
Easily change roles or remove members from groups.
E-mail Notification
Setting
Quickly find and change user role or
remove
Lightning
Only
Feature

Groups List with Actions
Get Group Info (and Even Join) in the Tile View
Join Group from Tile
View Membership
Status
Lightning
Only
Feature

Filter Groups to Show Unread Posts
Get to unread content quickly
Unread Posts
New feed filter
Lightning
Only
Feature

us/summer17/release-notes/rn_chatter_profiles.htm
Chatter Profile

Identify External Users at a Glance
Easily identify customers in Chatter and a Salesforce Community
Orange circle and External
label clearly indicate the
external users in the avatar
Orange circles are shown
in feeds, @mention and
hover card
New to
Lightning

Filter in the User Profile
By default, posts shown on the User Profile page are created by this user
Select filter to switch
back to All Updates
New to
Lightning

Salesforce Files
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_files.htm

Public Link Sharing + HTML Preview
New to
Lightning
New action in
Lightning
Experience
New Lightning Delivery Player
- also available in Classic but
must be enabled first.

File Actions on the Feed
Easily share, download and view file details via our new File Actions.
New to
Lightning
You no longer have to open the file
preview to copy a link or share or
download a file—you can do it
right from Chatter

Add Multiple Files to Libraries
New to
Lightning
Folders in libraries are now generally
available, and we’ve made some
updates to improve your experience
using files and folders in libraries.
You can now add multiple files to a
library, update and delete library files,
and move folders within a library.

Edit & Customize File Detail Page & Custom Fields
New to
Lightning

Drag & Drop Files on Related List
Lightning
Only
Feature

us/summer17/release-notes/rn_networks.htm
Salesforce Communities

CMS Connect (Beta)
Connect Your Content Management System to Your Community
Set up AEM
header/footer URL in
Builder settings
Example:
Salesforce.com website
Header in Community
Napili Template with
JavaScript and CSS

A whole new workspace!
CMS Connect (Beta)
Set up a connection to the Salesforce.com
web server and define the root path of your
content in AEM, CSS, JavaScript and
Language map.

Salesforce Community Page Optimizer (Beta)
Analyze and Improve Community Performance (Beta)
Salesforce Admins, SIs and ISVs can dig into other
sections of the tool like Waterfall, Timeline, etc. to get
into the deep details and optimize further
Browsing to a Lightning Community page and
initiating the tool, first surfaces a summary of the
page’s performance; where the page is doing well and
where it could improve

Audience for Page Targeting
Manage Audience Entry Point
Manage audiences on a
page level

No audience created prompt
Call to action if you haven’t
created any audiences yet, and
provides context to get started.

Create Audience Criteria
A user can select the domains
on based of which they want to
create a criteria.
The list of custom URLs
that are associated with a
community show up in the
available domains.

Global Notifications
Stay on Top of What Happens in Your Communities with Global Notifications
Mobile Web
Desktop
Salesforce1Notifications appear
real-time via the “bell”
icon.
Notifications originating from
Communities also show up
in the Salesforce1 app.

Communities now surface in the Global App Launcher
Easily Switch Between Your Salesforce Org and Communities
Global App Launcher in Lightning Community VF & Lightning Communities in App Launcher
The Global App Launcher shows all the Internal
Apps, Connected Apps, VF Communities &
Lightning Communities that the user has access to.
The Global App Launcher in Lightning surfaces shows all the
Internal Apps, Connected Apps, Preview & Live VF Communities &
Lightning Communities that the user has access to.

Preferred Domain support for SEO
Improve SEO Results by Setting Your Preferred Domain
Setting that becomes visible
for customers who have
assigned multiple Domain
URLs to a single community.

Updated Rich Content Editor, New HTML Editor components
Providing more functionality and control over custom html/css content in Builder
New HTML Editor
component available for
creating & editing HTML
and CSS inline.
New Rich Content Editor and HTML Editor
components for additional formatting options.

Builder Enhancements for Developers
Easier build out of complex communities
Allow all Salesforce components to be
available for “drag-n-drop” on all pages
within the community.
Warning banners when editing Record
Detail, List and Related List pages that may
impact other objects in the community.
“Placeholders” for components that
do not render, or require
configuration to render in design-
time

Deployment automation support (Sandbox > Prod)
Configure communities in your Inbound and Outbound Change Sets
1. Adding a component to
your Change Set
2. Network (object that
represents community) is
now available
3. All external dependencies
are spidered to be included
(if desired)

Lightning Partner Community
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_networks_partner_central.htm

Announcing Partner Central—The New Partner Community
Quickly deploy a Lighting partner community with turnkey PRM features
Orgs needs one partner community
license at least, otherwise the tile is
locked.
Admin can create a partner
community using the “Partner
Central” Lightning solution.

Use custom branding
Business friendly theme with new header branding properties
Admin can set the header
background color and the navigation
menu background and text color.

Lead Inbox
Easily expose leads to partners with the “lead inbox” component
The new “Lead Inbox” component shows partner
leads from the queue list view. Admin controls
sorting order, # leads displayed, and can optionally
show a link to a list view like “My Open Leads” for
quick access.

Global Search
Drive partners productivity with an easy to configure global search
Partners can see their recent items
Admin can scope the objects
returned in autocomplete and
specify the # of results

Wave component
Admins can easily setup Wave analytics in a partner community
Admin can drag & drop Wave
dashboard component on page
Admin can select Wave dashboard
and set the component properties
(e.g.: height)

Create folders to share email templates with your partners
Drive partner productivity by sharing preconfigured email templates from Classic
Email templates from the folder created in Classic
can be selected to compose the email
Admin can create an email
template folder in Classic that
is only visible to partners

List view Mass actions
Drive partners productivity with mass actions on list view
Partner can apply an action on
multiple rows in the list view
In this example, partner adds multiple
contacts to a Campaign in a few
clicks

Lightning Service Community
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_networks.htm

Community 360 Empowers Support Agents (Pilot)
Shows support agents which articles and cases customers have accessed
Helps agents understand if
customers have already looked at
pertinent documentation, and if
they’ve already filed prior cases
before calling support

Service Community Scorecard
Keep track of community health and success
Now managers of service communities can
understand key metrics across these
areas:
Member Activity, New Member Activity,
Top Content, Case Trends, and information
discovery.

Intelligent discovery is key in a Service Community
Search and Sort Specific Feeds and Topics in Communities
Community searches now include
topics and all feed posts in search
results, making it easy for your
customers to find the answers they
need.
I am trying to find that one specific
post I remember seeing – search
within the feed to find it!

Add Live Agent to Lightning Communities with one click
Quickly integrate Live Agent into the Customer Service (Napili) template with the
Snap-ins component
In Builder, add Snap-ins Chat to your
page
Tip: to add it to EVERY page in your
community, drop it into the shared
footer part of the template
Pick the Deployment you
want from the dropdown
list, and configure as you
see fit
Component always sits
bottom-right of the page.

Take Action from the Flagged Discussions Queue
Easily moderate flagged feed posts and comments.
Users can see all the information
they need to make a call on a flagged
item in context, without having to
leave the queue.
Bulk actions make moderation quick
and easy.

Assign Topics Automatically to Articles in Communities
Enable Automatic Topic Assignment in Content Targeting
Go to the Content Targeting
Workspace Tile
New option for Automatic
Topic Assignment

Organize Your Community’s Top Articles by Topic
Give your customers more direction when browsing your knowledge articles
Using the Top Articles by
Topic component, you
can organize topics in
one view.
Articles populate under the
topics, ranked by view count.

Improved Article Detail Page
Help Customers Discover and Interact with Content
Follow articles
White Background
Related Articles on
default/new pages
Headline Component
removed from
default/new pages
Go to Article
Detail Page

Salesforce1
Mobile App
us/summer17/release-notes/rn_mobile.htm
Release Notes updated on release of
downloadable apps in June

Salesforce1 Features Coming Soon
[Android] New Search
Experience
Case Comments Schedule Events with Attendees

New Search Experience for Android
The search feature is now accessible everywhere in the
app - all users have to do is tap on the magnifying glass
button in the header.
Users familiar with Lightning search will find the new
experience on mobile intuitive and easy to user.
Easier than ever to find records and other entities in Salesforce1
AVAILABLE ON
With Summer ‘17

Schedule Events with Attendees & Sync to O365
With Event Scheduling on Salesforce1, users can now create
events with attendees from the app directly to their Office 365
calendar. Users get one source of truth and full calendar
management from Office 365.
Event creation with Attendees was not available on
Salesforce1 before!
Events are created in and synced with Office 365
AVAILABLE ON
With Summer ‘17

Salesforce1 Case Comments
Create, Edit, Delete Case Comments in Salesforce1
Case Comment
Related List on S1
NOTE - NO NEW
BUTTON
Create Case Comment
Custom Quick Action
Create Case Comment
via Custom Quick
Action

Seen/Unseen Notifications
Consistent notification panel experience between
Lightning and Salesforce1.
AVAILABLE ON
With 13.0
The notifications badge in stage right will display the same
count as Lightning notifications badge.
Each notification will also have a read/unread state so users
can keep track of which ones they’ve clicked on and which
ones haven’t been read yet.
In addition to that, the read/unread state for each notification is
sync’d between the Salesforce1 app and Lightning.

Lightning Knowledge
Knowledge in Salesforce1 means that users have access to their
organizational Knowledge anytime, anywhere to answer questions
for co-workers, customers, or themselves.
Salesforce1 users can search and view Lightning Knowledge
Articles. In Salesforce1, users are not able to create or edit
Lightning Knowledge articles. However, they can put comments in
the article feed.
Users will see Knowledge articles in Salesforce1 Navigation
AVAILABLE ON
With Summer ‘17

FSC for Communities
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_fsc_communities.htm

Fully expose and work with FSC records on Communities
Customers can now give their clients or independent advisors access to Financial
Services Cloud information through a mobile-friendly portal built using Community
Cloud.
Standard record list and
detail pages available out
of the box or create your
own custom
components/reports
Expose FSC information
to clients or independent
advisors

Quickly create pages for your external users
Availability of select FSC custom components via Community App Builder
Drag and drop existing FSC
components onto any page to extend
FSC home page experience to
independent advisors
Opportunities and Leads
components surface records that
help advisors track ways to deepen
and grow their book of business
5 FSC
components
now accessible
in the
Components
panel

Productivity cards
Productivity cards
Proactively notifies an advisor
of clients celebrating birthdays
in the next seven days
Upcoming RMDs lists clients who will be reaching their
retirement age (defaulted to 70 years and 6 months) in 90
days and must take required minimum distributions (RMD).
Tasks overdue or due in
the next 5 days.
Mark them complete right on
the page.

Usability Enhancements
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_fsc.htm

Client Profile Builder
Quickly Create an Individual record from the Home Page
The new “Create Individual” Lightning
component on the home page provides a
quick and easy way to create an individual
in a single flow with both Account and
Contact fields.

Take quick actions directly from an FSC Wave
Actionable Client Insights with Wave Analytics lets advisory teams take quick
action on client data.
. Log a call, add an event or a
task without leaving the Wave
app.

Health Cloud
us/summer17/release-notes/rn_health.htm

Select patient’s care plan
Effectively engage your patients
Make engagement simple and personal across the entire care team
“Care Plan Selector”
Lightning component
“Care Team List”
Lightning component
“Care Plan Tasks”
Lightning component
• Provide secure mobile access to
care for patients, members,
families, and care teams
• Easy-to-use components,
including Care Plan Selector,
Care Plan Tasks and Care Team
in Communities or a Lightning
app on any device
• Empower patients and members
to stay on top of health goals to
support better outcomes

Multiple Care Plans
Manage and track multiple conditions
• Manage multiple care plans
concurrently with different care
teams
• Manage a care plan for a defined
period of time, close and report
out on results
• Keep sensitive patient data
secure with separate permissions
for each care plan

Integrated Wave Lists
Leverage advanced analytics in Health Cloud
Patient lists generated in Wave Analytics
Cloud dashboards can now seamlessly be
converted to Health Cloud Patient Lists.
This enables organizations to analyze and
segment patient populations and manage
those patients in Health Cloud.

Approvals
https://releasenotes.docs.salesforce.com/en-us/summer17/release-
notes/rn_forcecom_approvals.htm

Approvals
Reassign and Recall Approvals
New to
Lightning

Setup in Lightning Experience
notes/rn_forcecom_custom_general.htm

New Object Manager Experience & Right Click
Right-Click to Navigate, Shorter Load Times for Object Manager
Tabbed Based Access
Everything Loads Faster
Infinite Scroll for Lists
Ctrl/Right-Click, New Tab
New to
Lightning

Session-based Permission Sets
notes/rn_forcecom_permission_sets.htm

Define a Permission Set to require activation
More control, reduce risk
New related list section on User Detail
page showing which assigned
permission set requires activation.
New field to designate
a permission set as
requiring activation.
New to
Lightning and
Classic

Activation API and Actions
Use the API/Flow Actions to activate permission set for a specific user session
New SessionPermSetActivation
object available through SOQL.
API insert access gated via a
“Manage Session Permission Set
Activation” user permission.
New Activate & Deactivate Flow
Actions to allow automation based on
business logic for the running user’s
session
New to
Lightning
New to
Lightning and
Classic

Sample Use Cases
Role Use Case Example
Connected App Mobile End
User
Object or permission limited to
connections with a connected app
Write access to a Conference room
custom object is only allowed if the
user is using the Conference Room
mobile app
Approval to escalate
permission
Escalate an
End User
ability
Escalated entitlements require an
additional criterion to become effective
Escalated permissions like “Modify All
Data” is active only when the user
gets an approval from their manager

Picklist Enhancements
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_forcecom_custom_picklists.htm

Formula-based default picklist values
Define Default Values at the Field Level
Use Case:
Have a different default value
for each Lead record type
Lead source for enterprise
customers and for small
customers may be different
Can be dynamically set
based on user profile
settings, record type,
etc.

Picklist promotion into a global value set
Migrating existing picklist fields into global values set to simplify administration
Picklist field has to be
restricted
Picklist field cannot use
a global value set
already
See the release notes for other
considerations and examples

Event monitoring
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_security_em.htm

Wave - Lightning Adoption Dashboard
All the data you need to measure Lightning Experience adoption
Standard Object types
now included.
Can be used as a filter
for the dashboard

New fields in Report and Lightning event types
Identify Users Who Download Large Reports
When you click
Object type, the
filter is applied to
the other
dashboards also
Filtered by
Report Object
Filtered by
Report Object
Filtered by
Report Object

Set Smart Notifications for Your Most Important Metrics.
Set thresholds on your KPI measures with Event Monitoring Wave dashboards
Set notifications on
thresholds for any Key
Performance Indicator
Object Types
included

Streamlined App Permission Setup
Give your users access to the Wave Event Monitoring app quickly and easily by
using two new standard permission sets.
Pre-created
Streamlined
Permission Sets

Sample Use Cases
Role Use Case Example
EM Wave App Admin Get overall visibility into user activities on
the Salesforce platform
I would like to see how many users are
using Lightning Experience.
Streamlined Permissions for
EM Wave App
Admin Simplify EM Wave app permission setup I would like to setup an admin and user
(viewer) for the EM Wave app with all
appropriate permissions included by
default.
New fields in Report event
type
Admin Track report size I would like to know when users are
doing large report exports as this may be
suspicious activity.
New fields in Lightning
event types
Admin Correlate Lightning event types with
other event types
I want to track all the activities that a
particular user did in a session.

Shield Platform Encryption
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_security_pe.htm

Encryption for Formulas (Generally Available)
Reference Encrypted Fields in Custom Formula Field Type (GA)
Supported Formula Return Types
• Text, Date, Date/Time
Supported Methods (See the release notes for more details)
• Concatenating encrypted fields using ‘&’ and ‘+’
• e.g. LastName & " " & FirstName
• Spanning relationship
• e.g. Opportunity.Account__r.Name
• ISBLANK ()
• e.g. ISBLANK(MailingStreet)
• ISNULL()
• e.g !ISNULL(MailingStreet)
BLANKVALUE
CASE
HYPERLINK
IF
IMAGE
ISBLANK
ISNULL
NULLVALUE
Spanning
Quick actions
Available in both Salesforce Classic
and Lightning Experience

Encryptable Lead Fields (Beta)
You can now encrypt standard fields containing personally identifiable information
(PII) in the Leads object
 Name (First, Middle, Last)
 Title
 Company
 Address (Street and City)
 Phone
 Mobile
 Fax
 Email
 Website
 Description
Must be enabled via a Support ticket
The Security Administrator will then apply encryption on fields
via Setup, based on the organization’s data classification
exercise
Can be enabled both in Sandbox and Production
environments
Available in both Salesforce Classic and Lightning
Experience

Lightning Reports and Dashboards
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_rd_reports_dashboards.htm

Report Scheduling improvements
Send as me or another person
Schedule report and send to
multiple users
Lightning
Only
Feature

Create, edit, and delete Filtered Dashboards in Lightning.
Previously users had to create and maintain Filtered Dashboards in Classic,
switching between UI’s.
Edit / Delete filter from your
dashboard
Add filter to your dashboard
New to
Lightning

Better Report Search
Change scope between
Reports and Folders,
default to Recent
Search for a report or a
report folder
Change scope from
Reports and Folders to
either Reports or
Folders
New to
Lightning

Combination Chart and TopN Reports on Dashboards
Add multiple
measures and plot
them as Bar or Line
Add a row-limited
tabe to your
Dashboard
New to
Lightning

Sample Use Cases
Role Use Case
Scheduled Reports - Send as other Admin Admin sends a report to Sales management as VP of
Sales
Scheduled Reports - Send to other Sales Manager Send your team a weekly update of their performance. E.g.
Sales manager schedules a report to be sent to his team
every Monday morning
Filtered Dashboards Admin Create one dashboard with multiple charts, and filter them
based on a specific field. E.g. Filter a dashboard with
multiple Opportunity charts based on Product Line
Revamped Report Search Admin Create a dashboard component with an unknown report
name. Navigate through your private folder and and select
the report with explicitly searching for it

Wave Apps
notes/rn_bi_prebuilt_apps.htm

Sales Wave - Dashboard Design and Content Updates
Chatter Images on
Leaderboard
Today line shows where you are
in comparison to data
Moved KPIs to the
top
New Table added to Manager
Overview (now called
Leaderboard)
Allows manager to quickly filter
on Pushed and Neglected
opportunities

Sales Stage Analysis
Optimize Sales Processes With the Latest Sales Wave Dashboard
Compare historical time in
sales stage to current open
deals
See how deals are moving
through the sales process.
Quickly identify deals that
skipping sales stages
Identify deals that are pushed -
see top pushed open
opportunities that are set to close
in the time period selected
Identify deals that are
Stalled - these deals have
been in the current sales
stage longer than the
historical average
Identify deals that are Neglected
- these deals have not had any
activity in 60 days.

Collaborative Forecasting Integration
Choose Forecast User
rather than Manager
Role.
See Forecast
Adjustments next to
actual forecast amounts
See how forecast
amount has changed
week/week

Service Wave - Dashboard Design and Content Updates
Simplified design for easier
customization
Added reference lines for
averages
Switched to grid height to Fine
grain for tighter layouts
Update iPhone
mobile layouts for all
manager dashboards

Service Live Agent Chat Dashboard
New Service Live Agent Chat Wave Analytics
dashboard targeted towards Service
Managers.
Key Chat metrics metrics are
aggregated for the selected time
period and compared to previous
periods
Selecting a day shows the volume
broken down by 15 minute intervals,
in addition the Service Manager can
toggle between Avg Wait, Agent
Response and Visitor Response
times.
Requested Chat volume is
trended by day to identify spikes
and can be filtered by type or
button.
Service Manager can spot
Agent who might need
coaching by identifying
those with lower csat and
higher response times.

Service Omni-Channel Dashboard
New Service Omni-Channel Wave Analytics
dashboard targeted towards Service
Managers.
Key Omni-Channel metrics are
aggregated for the selected time
period and compared to previous
periods
Selecting a day shows the
volume broken down by hour
and the number or agents
working in each hour bucket.
Incoming volume is trended by
day for each channel so that
managers can identify spikes
and filter by queue and/or
channel
A Service Manager can
spot Agents who might
need coaching by
identifying those with lower
csat and higher handle
times.

Wave Mobile
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_bi_mobile.htm

Summer ‘17 features
1) SOQL Step Support
2) New Dashboard Features
3) Explorer 2.0
4) Updated Charts: Timeline, Donut,
HBar/VBar
1) SOQL Step Support
2) New Dashboard Features
3) Updated Charts: Timeline, Donut,
HBar/VBar
Apple and Android
iOS: v3.2 available June 2017* Android: v1.0 available June 2017*
*Dates TBC

Updated Charts - Timeline
Updated timeline charts capable of rendering all charting options supported on
the Wave Dashboard Designer.
Now Supports:
• Themes
• More x-axis & y-axis customizations.
• Predictive Line
• More Legend options.
• Trellis

Updated Charts - Bar
New vertical and horizontal bar charts capable of rendering all charting options
supported on the Wave Dashboard Designer.
Now Supports:
• Themes
• Show values in chart bars
• Reference Line
• Trellis

Updated Charts - Donut
Updated donut charts capable of rendering all charting options supported on the
Wave Dashboard Designer.
Now Supports:
• Themes
• More x-axis & y-axis
customizations.
• Predictive Line
• Trellis

Wave Dashboard Designer
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_bi_explore_design.htm

Leverage the Wave Action Framework using clicks not code
You no longer have to edit the extended metadata (XMD) file to display
Salesforce standard and custom actions in Wave dashboards and lenses.
Configure actions - including links to
external URL and other Salesforce
orgs - on dataset fields using the
Dataset Actions UI

Dynamic Initial Selections
Tailor the Results to the User Viewing the Dashboard
Modify a step query based on the logged-in user. For example, you can
filter opportunity records and show only those opportunities owned by
this user.
Initial selection set
dynamically based on start
value binding

Maximize the Display in Tables
Customize table column widths
Fit to data
Fixed width
Fit to widget
Dynamically set the column
widths based on the length of the
data.
Set each column to the same
width.
Use this setting to ensure that no
empty space appears at the right
side of the table, as shown here.

Troubleshoot dashboard performance and bindings syntax
using Dashboard Inspector
Shows original step query syntax and the
final executed query including resolved
bindings, filters added via faceting, etc.
• See performance data for every
widget/step to identify bottlenecks
and areas for improvement
• See query info for every step to
ensure the correctness of
displayed data.
• Trace bindings to ensure
interactions are as designed

New Explorer Layout
Explore Easily with a New Look
The updated explorer offers a streamlined look
and integrated functionality accessible from
both lenses and the Wave dashboard designer.
This gives you a few noticeable enhancements:
• ALL the charts! (16 new ones)
• Consistent JSON
1 widget + 1 step = a Lens
• State and Options carried over when
clipping, adding steps, and exploring as
a Lens

Enhance Charts with Icons
Add character to your charts by adding faces, flags, or other images to the
numbers they display
Look for the “Use Icons” toggle
(only shown when an extra
dimension is available)
Put Chatter photos on your team
dashboards

Visualize Data with New Wave Charts
Geo Map uses the 2 first
measure to place the
bubbles

Change the Range to Zoom In
For every chart that has an axis, you can now have a custom start/end (aka
domain)
If no value is provided, it’ll go
until the data stops...

Brush Select
When step type selection is multiple, you can now brush over the shapes to
select them!

Get More out of Donut Charts
Values on slices
Custom Total or Text in
the center
(and you can bind this!)

Wave Everywhere
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_bi_wave_home.htm

Wave Dashboard Component in Community Templates
Updated Components list to
include Wave Dashboard under
the Analytics section
Configuration panel includes same
features as available when embedding
Wave Dashboard component in
Lightning Builder.
No longer have to use the
Visualforce component to include
Wave Dashboards when using
Community Builder

More Widely Available Notifications
Set Notification option is
extended to all chart types
(excluding Time Line and
Grain/Values Tables)
Notification setup communicates
the groupings (max 4) included
in the chart
Ability to control whether notification is
tracked as a goal on the Wave
Analytics Home
Notification setup includes an option to
specify a metric or measure on which
you would like to set a threshold
Notifications are tracked on the Wave
Analytics Home as either a gauge or
bar chart (when multiple groupings).
Notifications can now be
deleted from the Analytics
Home

Optimized Navigation for Builders within Wave Analytics
Within Wave Analytics, clicking on an
App tile takes you to the App Browse
page
Running the App can be accessed via
the pull down menu on the App tile or
from within the Browse app page

Optimized Navigation for Consumers within Analytics Tab
Within Analytics tab, in Lightning or
Classic,, clicking on an App tile takes
you to the App Run page
App navigation can be accessed via
the menu icon placed before the
App/Dashboard names
App actions have been reorganized
and optimized for viewing app
dashboards.

Optimized Navigation include Lenses
The App navigation now includes
Lenses. Users can explore, undo, redo,
see history, present and share lenses.
App navigation can be organized to
include Lenses.
All lense consumption actions are
available. However to save and clip the
user needs to open in Wave Analytics.

Delete Notifications and Dashboards Directly from Finder
Dashboards can be deleted directly
from Browse page by those who have
permissions and sharing rights to
delete.
Broken notifications can be deleted
directly from from the Wave
Analytics homepage. This will
delete your personal notification.

Salesforfce Summer '17 release overview deck

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Salesforfce Summer '17 release overview deck