Slide deck from the Summer 16 Salesforce release webinar, presented by Keir Bowden and Clive Platt.

1. Summer 16 Salesforce Release Webinar
Problems with the webinar software?
Email cliveplatt@brightgen.com

2. Agenda
• Salesforce Summer 16 Release
• Lightning Experience
• Sales Cloud
• Analytics
• Service Cloud
• Mobile
• Communities
• Chatter + Files
• Platform
• Q&A

3. Summer 16 Release

4. Classic vs LEX
• Icons in slide header
• Supported by Lightning Experience
• Supported by classic

5. Lightning Experience

6. Customize home page

7. Customize record pages

8. New chart types

9. Undo / redo dashboard actions

10. Combine small groupings
• Configure from classic
• Less than 3%
• Donut and funnel charts

11. Sales Cloud

12. One contact many accounts
Primary account

13. Account autofill / logos
Suggested
matches
Fields populated
Logo

14. Product suggestions
5 most recently used
from pricebook

15. Share notes
Sharing
bu;on
Users or
groups
Restrict further
sharing

16. Calendar from anything

17. Calendar from everything

18. Service Cloud

19. Omni-channel
• Track agent’s time on work
• Handle time (accepting -> closing)
• Active time (item open,in focus)
• Limits increased
• 5,000 queue work items per hour
• 10,000 max pending routing requests
• Decline reasons
• Toggle notification sounds

20. Knowledge
• Attach articles to work orders
• Case field to data category mapping
• All validation errors appear at once
• Spell checker removed from rich text fields
• Original article created date on new version

21. Mobile

22. Classic mobile lite
• Free mobile application
• Standard objects only
• Cannot configure dataset
• Discontinued if not in use
• Consider enabling it!
• If in use,do not disable
• Removes option to re-enable

23. Salesforce1 housekeeping
• Downloadable apps released after Summer 16
• iOS 9.2 required for iPhone/iPad
• Works with Chrome/Gmail for iOS but not supported
• IE11 support ends December 16th 2017
• Blackberry 10 support ends in Winter 17

24. Salesforce1
• Counter on related lists
• Change record owner
• Record types on events
• Offline access in Android
• Public pilot

25. Communities

26. Communities
• Chatter answers not available to new orgs
• Switch to chatter questions
• Update templates to Summer 16
• If not updated to Spring 16
• New settings for Guest community users
• Needed for raising cases
• Access to Support API
• Add New Case to quick actions
• Insert images in rich text area fields
• Napili templates only

27. Communities
• Attach 10 files to a single post
• Add/remove files when editing posts
• Publish formatted code snippets
• Global search now available
• Broadcast groups now in communities
• Improved topic management

28. Communities
• Internal users can login through community
• Profile page visible to users in community
• Developer console link in community builder profile menu
• Community builder link in profile menu of community

29. Moderation
• Rate limits to stop spamming
• Notify moderators,or
• Freeze user
• Member criteria
• Target specific groups of users
• Moderation or rate limiting
• Moderate private messages
• Freeze problem members

30. Insights (was reports)
• Actionable from report
• Flag/unflag/delete (post,comment,file,private message)
• Freeze/unfreeze member
• Approve post
• Can reconfigure actions
• Must have at least one
• See content of items in reports
• Posts,comments,private messages

31. Chatter

32. Revised chatter layout

33. Group engagement

34. Chatter notifications
• Enabled by default
• Appears on all notifications
• Even if user already has Salesforce1!
• Can be disabled

35. Platform

36. Limits

37. Process builder

38. Global picklists
• Single set of values
• Applies to multiple fields
• Users cannot add values via API
• Limitations
• Don’t see values on field detail page
• Can’t change field type (apart from single/multi)

39. Restricted picklists GA
• Restricted set of values
• Users cannot add values via API
• Deactivate/reactivate options
• Without deleting values

40. Quick edit objects

41. Security
• Logging into Salesforce now requires HTTPS
• Create a temporary verification code for users in distress
• Delegate 2-factor authentication management
• Confirmation email when verification method added

42. Health check

43. Lightning Components
• Access check errors enforced
• Critical update –test first
• Lightning locker service
• Enforces component security
• Critical update –test first
• More information : bobbuzz.me.uk/1SJx5YS

44. Other
• Override a view action with Lightning and Visualforce
• LEX uses Lightning
• Classic uses Visualforce or S-Control
• Lightning Connect
• Renamed External Data
• Hyphens no longer removed from searches
• Separately load related lists with fewer clicks
• Visualforce for Lightning Experience is fully GA

45. More information
• sforce.co/24ujw82
• Release notes
• Training
• Feature videos

46. Questions?

47. Making the most of your Salesforce investment
• Free service management event
• 15:30,June 14th,Salesforce Tower
• Hear from BrightGen and customers
• www2.brightgen.com/ServiceManagementEvent

48. Contact Us
• www.brightgen.com
• cliveplatt@brightgen.com
• 01376 519888
• @brightgen
• facebook.com/brightgen