Spring ‘17 Release Overview February 15, 2017

Today’s Speakers

Mike Gerholdt Director, Admin Evangelism @MikeGerholdt

LeeAnne Templeman Senior Admin Evangelist @leeanndroid

Forward-Looking Statements

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Today’s Agenda

•  Release Best Practices

•  Features Your Users Will Love

•  Features You Will Love

•  Demos

•  Resources

•  Q&A ‘17

Release Best Practices

Plan Ahead for the Release

Plan for Salesforce releases

•  Get a pre-release org

•  Read the Release Notes

•  Watch Release Readiness Live

•  Review what Sandboxes you need

to refresh

Review Release Notes

•  What’s included in Release Notes?

•  Edition

•  Availability

•  Setup

•  Where are Release Notes located?

releasenotes.docs.salesforce.com

Visit IdeaExchange

•  What are Ideas? ²  Who can vote?

²  What happens to Ideas?

•  Ways to use Ideas

•  How to participate

success.salesforce.com/IdeaSearch

Join Release Readiness & Feature Adoption Today

Join our Community and always be informed

•  Ask questions •  Share your best practices and

insights

•  Collaborate with other Admins

Features Your Users Will Love

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Spring ‘17 Features Your Users Will Love

Chatter streams

Default list view & inline edit

Kanban everywhere

Favorites

Search

Chatter Streams  A customizable feed that groups opps, cases, people & more into a single feed

Inline Edit Now Generally Available in Lightning For most fields you’ll never have to go into the record to edit again. Simply edit the record data right in the List View and move on with your work!

Quickly edit a picklist

Fields that have been

edited

2 Sample Use Cases

1. Quickly update opportunities

•  Each week a salesperson needs to update their pipeline; with inline edit they can do it all from their List View

2. Easily update case status

•  An agent can quickly update the status of various cases without having to go into the record

Kanban on Custom Objects  Display records visually on (almost) any list view

•  Visually display the steps in a process

•  Highlight key fields

•  Provide guidance such as handy links, policy information, and tips to users at each step

•  Easily switch record types by clicking on subtabs

Customize your Kanban Settings in List View Controls  Choose your Summarize By and Group By field for standard and custom objects

Reconfigure any Kanban view on the fly, selecting other fields on which to create columns and summaries

•  Select a numerical field to summarize, or select None to remove the summary from the Kanban view

•  Select a picklist to Group By to determine how your records are organized into columns

•  No more filtering by record types just to load up the Kanban view. Easily switch between record types using subtabs

Role Use Case Example

Kanban View Sales Rep Visually see the progress

of your work

•  I want to know what I need to do and when •  I want to see a high level view of all my leads, contracts, or campaigns by stage •  I want to see a count of all my records per stage •  I want to easily change the stage of a lead, contract or campaign by dragging a

card from one column to the next •  I want to see the top 4 fields display on each card

Kanban View

Sales Manager

Get a high level view of what your team is working on

•  I want to see all my rep’s opportunities and see which one needs my attention •  I want to see which part of pipeline I need to focus on by the total amount •  I want to easily change the stage or add an activity during my 1:1 with my reps

Kanban Settings Sales Rep Customize how you want

to view your work •  I want to view my Accounts by a custom picklist field I created •  I want to summarize all the projects I have in a certain stage by Billing Rate

Multiple Record Types

Sales Rep

Improved experience when choosing Kanban from a List View that has records with multiple record types

•  I want to load Kanban immediately when toggling from Grid view to Kanban view with a list that has multiple record types

Sample Use Cases

Create Shortcuts with Favorites  Users can curate and maintain their own personal list of useful content

Clicking the star adds the current page to your favorites A blue star means the current view is already a Favorite

Star Button Green “Toast” Message Favorites List

When adding a favorite, a green “toast” message appears and offers a link to rename the title of the favorite to something more memorable

Quickly access important records, lists, groups, dashboards, and other frequently used pages in Salesforce

Up to 200 Features can be Favorited in Spring ‘17  Favorites are managed by individual users & can’t be shared or edited by admins

ü  Things you CAN Favorite X Things you CAN’T Favorite

•  Record home for standard & custom objects (inc. Visualforce overrides of these record views)

•  Lists •  Dashboards •  Reports •  Chatter groups

•  List views on below tabs •  Files •  Tasks •  Chatter Streams •  Notes

Demo

Features Admins Will Love

`

Love Using Salesforce as an Admin

Utility bar

Lightning console apps

Path

Flow component

Utility Bar  App Specific actions driven by components

•  Enhance your Lightning Apps with productivity tools

•  Add to any Standard Lightning or Console Apps

•  Configure without code

Lightning Console Apps (Beta)  Bring the Efficiency of Custom Console Apps to Lightning!

•  Lightning Sales & Service Consoles

•  Customized Lightning Console

•  Work with multiple workspaces & tabs

•  Optimize user experience

•  Pin Tabs for quick access

•  Navigate between apps quickly

Path for Your Custom Objects Determine and customize the process records go through

•  Highlight custom business processes

•  Available for Quotes & Custom Objects

•  Path pays attention to required fields

•  Highlight key fields, provide guidance such as links, policy information & tips

Flows in Lightning App Builder (Beta) Expose Flow Screens in Lightning Pages, Utility Bar with No Code

•  Assign Record Pages by App

•  Record Type

•  Profile Drag & drop flow component onto a Lightning page.

Choose the flow to be used and configure.

Flow fields display in 1 or 2 columns.

Set Flow input variables, such as the ID for a record.

Two-column Flow Screens  Fields can be grouped and organized to make more sense to the end-user

•  Make better use of screen real estate and fit more on a single screen

•  End-users will be able to work faster

•  Less scrolling means end users will be able to more quickly digest information & the purpose of the screen

Demo

Resources

Resources

Salesforce Release Resources:

•  Release Notes

•  Success Release Readiness Group

•  Release Dates Calendar

www.salesforce.com/customer-resources/releases/spring17

Tune into the broadcast - March 7, 2017 at 4:00 p.m PST. Join the Salesforce Spring Launch Broadcast!

Q&A bit.ly/AdminWebinarGroup

Survey bit.ly/awsurvey-spring17

Slides bit.ly/aw-spring17

Wrapping Up

thank you