Spring ‘17 Top 10 Features

Twitter @agentgill

Mike GillUser Group Leader

Get ready for Spring ‘17 Could this be your new “favourite” release?

• Who has read the Release Notes?• How long would it take to read the Release Notes?

• Winter ‘17 came in at 503 pages• Spring ‘17 came out with 466 and is rising…

• Features & Idea points• Winter ‘17 had 300 new and improved features, and

65,000 points retired from the IdeaExchange• Spring ‘17 still being counted...

Get ready for Spring ‘17 Could this be your new “favourite” release?

• My favourite features, including:• Lightning Features you’d be crazy not to check out!• Some very quick Lightning demos• Let's not forget about Salesforce Classic!• Best of the rest! (if we get time)

Lightning Experience

Favorites *New Feature*https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_general_favorites.htm

When adding a favorite, a green “toast” message appears and

offers a link to rename the title of the favorite to something more

memorable.

Highlighted (blue star) - the current view is already a

favorite

Quickly access important records, lists, groups, dashboards, and other

frequently used pages in Salesforce

Favorites List

Create Shortcuts to your top Salesforce Pages with Favorites Users can curate and maintain their own personal list of useful content

Star buttonClick to add the current page to your favorites

What CAN be Favorited in Spring ‘17? Keep these considerations in mind when working with Favorites

When something in Lightning can be favorited, the star icon will be “solid”.

When something can’t be favorited, the star icon will be disabled and a tooltip hover will explain that you can’t favorite this content.

Favorites are managed by individual users only. They can’t be shared or edited by Salesforce admins.

See the release notes for further details on what can and can’t be favorited.

You can have up to 200 favorites, which support the following types of content:

✓ Record home for standard and custom objects (including Visualforce overrides of these record views)

✓ Lists ✓ Dashboards ✓ Reports ✓ Chatter groups

Note: You can’t favorite list views on the Reports, Dashboards, Files, Tasks, and Notes tabs.

Search *Expanded Feature*https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_search.htm

Pre-define the scope before you search Save time and clicks!

New option to pre-define search. Objects available

are ones in user’s app nav or smart scope and

“Chatter”

Once selected, that scope is inserted

Instant results (MRU) are now scoped

User goes directly to scoped results.

Search for Contacts using the related Account Name It’s easier than ever to find a contact

8,310IdeaExchange

Points

Related Accounts are also returned for Contacts on Multiple Records.

Both Account & Contact are returned

Just enter a first or last name (or both), plus the account name

Inline Edit in List Views *Feature Parity*https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_productivity_list_views_parent.htm

Inline Edit now Generally Available in LightningFor 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

Sample Use Cases:

Quickly update opportunities

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

Easily update case status

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

Clearer Error Messages Easily find your mistake and correct it

Error messaging in the footer

Field level error

Row level error

Mass Actions on Related Lists Users can now select multiple records on a Related List at the same time and take an action

Checkboxes to select records

Row counts

Reports and Dashboards *Feature Parity*https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_rd_reports_dashboards.htm

View Dashboards as Other People Create dynamic dashboards like in Salesforce Classic

Salesforce Classic gave you the option to Run as specific user or Run as logged-in user

Lightning Experience you can now

View Dashboard as meA specific userThe logged in user

Enjoy the same Dashboard Charts in Lightning View Chart Parity with Salesforce Classic

Add Funnel and Scatter Charts to Lightning Experience Dashboards

Sales Path is now Path *Expanded Feature*https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_features_core_path.htm

Path for Quotes and Custom Objects in Lightning Determine and customize the process records go through

Bring key fields front and center

Coach your reps with relevant information for each step of your

business process

Highlight a custom business process

Custom Delivery Object!

Maintain Data Integrity Path Page Layout - Required Fields are now respected

Closed has a required dependent field: Reason Lost

Toast Error will let users know that they have a required dependent field

associated to their path.

Kanban *Expanded Feature*https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_features_prod_kanban.htm

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

Custom objects can toggle to Kanban and access Kanban Settings

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.

Load Kanban for every list View Multiple Record Types

Multiple Record Types appear as tabs on Kanban

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

Only Record Types that have the field selected as the Group By field on its page layout will appear

Lightning Demos

Classic Experience

Lightning Sync (Formerly Exchange Sync)Setup and go, no client software required

All Event details get automatically linked up

Process Automation (Flow)https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_forcecom_flow.htm

Flow Screens in LightningAdministrators can now choose to have all of their flow screens appear in the Lightning framework so they look more like the rest of their Lightning UI.

OLD: Classic Style NEW: Lightning Style

Two-column Flow Screens – Lightning Only 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 have to scroll less, and they will be able to more quickly digest information and the purpose of the screen, so they work faster

More Context for Flow Errors Make more sense of the error messages

Help!

Okay, that makes more sense

Dynamic Flow Screens – open pilotHow to Use It: An example of a common use caseChoose something (OS), then dynamically show other choices (devices) specific to the first choice.

Choose Operating System: Visible by default

OS-specific device fields: Not visible by default. Only one will be displayed based on chosen OS.

One rule per OS: Display the OS’s device list if the OS is chosen.

Control field properties. Change visibility or requiredness.

Set conditions for when rule will be run.

Contacts to Multiple Accounts *Expanded Feature*https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_contacts_to_multiple_accounts.htm

Continue to Be Impressed with Contacts to Multiple AccountsImpressed with this one so far?

• Reps can create indirect relationships between Person Accounts and Contacts - previously only Person Accounts to Business Accounts *Expanded*

• Define custom actions, buttons and links on the Account Contact Relationship object *New*

• Open for Automation *New*

Best of the rest...

Account Hierarchy in Lightninghttps://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_accounts_hierarchy.htm

Visualize Account Relationships by Using Account Hierarchy

The account you entered the hierarchy from is visually

highlighted

Clicking on the account name takes you to that account record home

By default, the columns displayed on on the hierarchy are those configured

in the Recently Viewed Account list view.

Visualize Account Relationships New action to view Account Hierarchy on Account record

View account hierarchy from actions on Account record home

Customize Account Hierarchy Columns Show the account fields that matter most to your sales teams

If the hierarchy columns don’t show the information that your sales reps

need, you can customize them independently via the Object

Manager

Campaigns in Lightning Experiencehttps://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_features_core_campaigns.htm

Campaign Hierarchy Preview Analyze and report on the health of your related campaigns

“View Campaign Hierarchy” action on page

layout.

Navigate from “View Campaign Hierarchy”

action to visualize parent-child

relationships across a hierarchy.

Set-Up Hierarchy Columns in Object Manager Choose which fields to show in the preview using the Object Manager in Setup.

Edit columns that display and save.

Campaign Hierarchy Related List & Drill-inAnalyze and report on the health of your related campaigns

Related list preview, reads from Campaign Hierarchy related list

layout

Related list drill-in to see all columns configured for the

Campaign Hierarchy related list layout

Drill-down to the detail you needCampaign Hierarchy Related List & Drill-in

In both Classic and Lightning, labels correspond to “Number in Campaign” or “Number in Hierarchy”

Related List Properties now include fields for ‘in Campaign”

and “in Hierarchy”

Campaign Member Statuses Related List Track Campaign Member engagement

Add new statuses, edit existing statuses, set default values, and remove statuses that are no longer being used

Define which statuses represent a response by the campaign member.

Add “Campaign Member Statuses” as a Related List to the Campaign page layout

Mass Actions on Campaign Member Related ListManage Campaign Members faster with Mass Actions

Supported Mass Actions:“Add Leads”

“Add Contacts”“Manage Campaign Members”

“Import Leads & Contacts”

Select 1 or many campaign members to “Update Status” or ”Remove” from Campaign

Supported Mass Actions:“Add Leads”

“Add Contacts”“Manage Campaign Members”

“Import Leads & Contacts”

Use existing list views to select Leads or Contacts to add to the campaign

Mass Actions on Campaign Members: Import Tools

Update campaign member statuses for existing campaign

members

Add new leads/contacts as campaign members and update statuses

Opportunity Products in Lightninghttps://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_features_core_oppty_sfx.htm

Product Selector Quickly add and edit multiple products to your opportunities

Step 1: Add

Step 2: Edit

Save time by adding up to 50 products to opportunities in one go, and editing up to 200. When reps edit products, they can go back to add more products without losing their changes. Reps can also perform multiple searches without losing their previous selections. When adding products, quantity and description are maintained even if you return to the Product Search before finalizing your changes.

Search for Products by Name, Description, Code,

and Custom Fields

Edit/Update multiple Products already associated

to an Opportunity

See which products you’ve already selected

to add

Quotes in Lightninghttps://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_features_core_quotes.htm

Do more with Quotes in LightningExperience improved quote management with the new Quotes tab*

Quotes tab

Easily view quotes in a single list

Get the big picture with Quotes Kanban

Add Path to track quotes throughout your sales process Make it easy for your teams to email quotes without switching to Classic

Easily create and email quote PDFs

Quote path added to track quote activity

Add multiple products to a quote

Duplicate Management in Lightning https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_duplicatemgmt.htm

Find and Merge Duplicate Contacts and AccountsShow your sales reps a list of potential duplicates

Surface potential duplicates on record

home– no more need to click & search

Fields determined by Search Results layout

Focus on just the fields that are different

Approvals in Lightninghttps://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_forcecom_approvals.htm

Items to Approve ComponentReview & respond to your pending Approval requests on Lightning Home pages

Component shows 5 Pending Approvals. Click View All link to open Approval Request Tab displaying all Approvals awaiting attention.

Click down arrow to reveal Approve & Reject actions

Approval Requests TabApproval Requests Tab displays all Items to Approve, with Approve & Reject actions

To add the Approval Requests navigation tab to a Lightning app, use the App Manager in Setup.

Click down arrow to reveal Approve & Reject actions

SETUP

Chatter Feed in Lightninghttp://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_chatter_feeds.htm

Redesigned Chatter Home in Lightning Experience Users get a customized view of what’s happening in their organization

Company Highlights replaces the All Company Feed

Chatter Streams

Recent Groups List

In a single location, this feed automatically brings forward the most interesting discussions happening within your organization so you are always in the know

Chatter Streams: Create Build a Stream with your largest opportunities or highest priority cases or put them all into one Stream - it’s up to you.

Create up to five Chatter streams that combine posts from different feeds and different feed types

Chatter Streams: Reduce noise from notifications

You don’t have to follow a person, group, or record before you add it to a stream. The great thing about adding a feed to a stream is it doesn’t count against the number of follows you’re allowed.

Also, when you follow a person, group, or record, you receive notifications about that entity’s activities. You’re not notified about specific changes in your stream. If you’re interested in reducing noise from notifications, streaming is the perfect alternative.

Sharing a Post in Lightning Experience Post sharing is reinvented within the Lightning Experience

To share, click on the share action on the post. Opens the share dialog

with the post attached.

Type Indication in Comments Lives Feeds now shows you if other users are writing comments

When people are typing, you see an indication above the comment box.