BrightGen's Winter 17 Salesforce Release webinar deck, presented by Service Manager Cllive Platt and CTO Keir Bowden. The webinar recording is available at : https://www.youtube.com/watch?v=5V_VqZAHPYk
6. Apps
⢠Classic apps work as-is in Lightning
⢠Canât use Lightning Page tabs
⢠Upgrade to Lightning App
⢠Creates a copy of the App
⢠Lightning and Classic independent versions
⢠Changes to one donât affect the other
12. 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
14. Lightning Experience - Other
⢠Identify and merge duplicate leads
⢠Add products with schedules to opportunities
⢠Contract support
⢠Quotes support
⢠Edit opportunity probability ďŹeld
18. Customizable Campaign InďŹuence
⢠Default is 100% to primary campaign on opportunity
⢠Create custom inďŹuence models
⢠See which campaigns inďŹuenced opportunity
⢠See how many opportunities a campaign generates
20. Knowledge
⢠Now supported in Professional Edition
⢠Article search results display snippets
⢠Access articles/data categories via API
21. Omni-Channel
⢠Route live agent chats with omni-channel
⢠Instead of skills select Omni as the routing type
⢠Omni-channel notiďŹes agents
⢠Some chat settings move to omni-channel
⢠Some limitations â see the release notes
22. 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
23. Case Feed
⢠Change case owner using quick action (LEX/SF1) or macro (classic)
⢠Default email templates in LEX/SF1
⢠Attach ďŹles to emails in LEX
⢠View email attachments in LEX
⢠Collapsible CC and BCC ďŹelds
25. Lightning Bolt
⢠Build template (theme, CSS, pages etc)
⢠Export
⢠Use as base for new community
⢠Appears as template in community wizard
26. Page-SpeciďŹc 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
27. 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
28. 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
29. 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
32. Chatter - Other
⢠âFeedâ renamed to âChatterâ in LEX
⢠Group feed is real time
⢠Announcements email all members, regardless of settings
⢠Questions in account, group, proďŹle and case feeds
⢠Live comments in LEX
33. 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 proďŹle
35. Files - LEX
⢠Attach up to 10 ďŹles to a feed post
⢠Add or remove ďŹles when editing posts
⢠When creating Lightning app, icon is a custom ďŹle which supports
⢠Versions
⢠Previews
⢠Sharing rules
37. 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
38. 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
39. Salesforce1 - Other
⢠Send SMS messages
⢠Change record types
⢠Edit opportunity probability ďŹeld
⢠Add quotes to opportunities
⢠Add products with schedules to opportunities
⢠Add multiple inďŹuential campaigns to opportunities
40. 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
42. Setup
⢠Use Global Search instead of Quick Find in LEX to ďŹnd speciďŹc setup records
⢠App Manager (LEX) â 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)
43. Process Builder
⢠Invocable Processes
⢠May be called from other processes
⢠Re-use common process elements
⢠DeďŹne as starting âInvoked by another processâ
⢠Access owner ďŹelds, User or Queue
44. Global Picklists
⢠Now Generally Available
⢠Create and manage in LEX/Classic
⢠Use in dependent picklists
⢠Replace values
⢠Switch between single/multi-select
45. Platform - Other
⢠Deactivate values in picklists
⢠Doesnât 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)
46. 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