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Spring 16 Salesforce Release Webinar
Problems with the webinar software? Email cliveplatt@brightgen.com
Agenda
• Salesforce Spring 16 Release • Work Orders • Lightning Experience • Service Cloud • Mobile • Chatter + Files • Communities • Platform
• Q&A
Spring 16 Release
Work Orders
Work Orders
• New Custom Object • Requires Service Cloud License
• Associate with other objects • Accounts • Assets • Cases • Contacts • Entitlements • Service Contracts • Work Orders
• Supports Line Items
Lightning Experience
Lightning X Recap
• Completely new UI • Main focus Sales
• Some service in Spring 16
• Built with Lightning Components • Existing UI renamed Classic
Supported Browsers
• Internet Explorer 11 • Edge for Windows 10 • Latest stable Firefox • Latest stable Chrome • Safari 8 on Mac OS X • Other browsers will redirect to Classic
Person Accounts
• Not accessible from setup • Included in all account/contact lookups
• Even when not applicable! • Business quick action in person account
• Even when not applicable! • Case contact not populated from account
• Until record saved
Campaigns
• Can’t add members from list views • Switch to Classic • Can add from record detail • Can import via wizard
• No campaign influence • Can’t clone campaign members • No campaign results across hierarchies
Campaigns
Campaigns
Opportunity Team
Custom List Views
Custom Navigation Menu
Custom Navigation Menu
• Items: • All custom/most standard objects
May open in Classic • Custom apps • Visualforce tabs • Lightning Component Tabs • Web Tabs • Not connected apps (e.g. Gmail)
Custom Navigation Menu
• Respects user permissions • Can revert to default • One menu per profile
• Share menu across profiles • 10 menus per org (5 for Professional)
• Up to 100 items
Filter Activity Timeline
Inline Editing
Calendar
Email Composer Popout
Global Actions
Notes
Other
• Custom button and links • Content source URL supported
• Formula fields
• Hyperlinks – open in new tab • Images – not in search results
• Communities Setup
• but not communities!
Other
• Environment hub • Change record ownership
• Work orders and campaigns • Assign to queue
• Custom objects • Leads • Cases • Work orders
Lightning X More Information
• Existing customisations • http://sforce.co/1SjNGaA
• Compare LightningX and Classic
• http://sforce.co/1n1iRej • What’s not in LightningX
• http://sforce.co/1OQIMzi
Service Cloud
Live Agent
• Transfer chats to button or queue • Separate Transfer Options
• Agent • Button • Skill
• Chat Transfer / Conference Messages
• Private message providing context
Omni Channel
• Push timeout
• Setup -> Omni Channel -> Routing Configurations
• Ensure customers aren’t left hanging • Reroute requests if agent doesn’t respond • Optionally set presence to unavailable
Setup -> Omni Channel -> Presence Configurations
Knowledge
• Per profile page layouts • Was one for whole org • Not used by Communication Channel
• Uses Communication Channel Mapping • Classic only
• Read access for more licenses
• Chatter Plus • Force.com
Knowledge
• Validation rules on articles
• Errors appear at top of page • Make sure message is descriptive • Only the first error is displayed
• All fields with validation rules must be on layout
• Can’t create or edit article otherwise
Mobile
Enhanced Charts
LightningXCharts
Taptoseedetailswithout
drilldown
Changecharttypes
Salesforce1
• URL custom buttons and links • See images in notes • See previous version of notes • Assets are now supported • Spell check for search results
• Showing results for ...
Chatter + Files
Chatter
• 30,000 groups per org • Was 10,000
• Each user can join 300 groups
• Was 100
• Edit chatter post containing files or links • LightingX supports customer groups
Chatter
• Banner images for groups and user profiles • LightningX only
Chatter
• Broadcast Groups • Only owners and managers can post • Members can respond to posts
• Monitor Group Activity in Group Report – Classic only
• #Members • #Posts • #Comments • #Likes • #Questions • #Answered Questions
Chatter
• Create records from Groups • Even if record can’t be shared to group
• Refresh feed rather than whole page
• LightningX only • Quick Actions
• Choose if posts to feed • Custom success message
Files
• No longer requires chatter • Apart from Salesforce1 downloadable applications
• Share Files and Manage Sharing in LightningX • Google docs 1 page preview
• LightningX only • New access level for shared files
• Set by Record • Access to record confers access to file
Files
• Store uploads to record Notes/Attachments as Files
• Classic only • Controlled by org preference
• Default is disabled
• Take care if enabling • Code may be relying on attachments
Communities
Communities
• Updated templates in Spring 16 • Based on Lightning Components • Will lose customizations when upgrading from pre-Winter 16 • Pre-Winter 16 support will end in Summer 16
• Chatter Lightning Components • Maximum number of communities is 50
• Was org specific • Restrict size and types of files for upload
• Applies across entire community
Communities
• Create audiences for recommendations • New members – days since registration • Custom list – any criteria, API only
• Up to 10 million members of a customer community
• Was 7 million • Customer Community Notes and Attachments
• Accounts and Contacts only • Create and Edit Reports for all Role Based external users
Moderation
• Increased moderation limits • 30 keyword lists (was 10) • 30 rules (was 10)
• Moderation supports all feed types • Display blocked keywords in message • Translate moderation rule messages
Platform
Platform
• Deployment during service update
• Saves test state • Resumes after upgrade completed • Used to restart from beginning • Tests run in blocks so may be rerun a couple
Sandboxes
• More developer sandboxes • Enterprise Edition 25 (was 1) • Unlimited Edition 50 (was 15) • Performance Edition 100 (was 30)
• Run script after sandbox refresh • Sandbox copy speed improved
• Full/partial copy only • Monitor progress of sandbox copy
Unit Tests
• Set created date field in unit tests • http://bit.ly/1JcwxNt
• Test Suites
• Groups of tests for specific area • Developer console / API only
• Automatically stop failing test runs
• Configure failure threshold • E.g. threshold of 1 stops at 2nd failure • Synchronous test stops immediately • Asynchronous test stops when running tests complete
Data Management
• New version of data loader that supports oauth • Data import wizard supports person accounts
• Dedicated person account wizard being retired • Data import wizard supports campaign member status updates • Recent import jobs section on wizard home page
Process Builder
• Reorder criteria through drag and drop • Re-use names and descriptions across processes • View field names via hover or sidebar • Add mentions via @ symbol in message
• Used to be via separate field • Send email alerts for tasks/events
Security
• Login from new device requires verification • Even if an IP address has been seen before
• Pin locked mobile applications idle timeout
• Up to 240 minutes (was 30 minutes) • Use with caution
Setup Healthcheck Tool
Yoursecurityagainstbaselinestandard
SpecificRisks
Linktose=ng
More information
• http://sforce.co/1StBNPx • Release notes • Training • Feature videos
Questions?
Contact Us
• www.brightgen.com • cliveplatt@brightgen.com • 01376 519888 • @brightgen • facebook.com/brightgen
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