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Lightning Platform Roadmap
[email protected] @esjacob
Eric Jacobson Sr. Director, Product Management
Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Winter ‘17 is our fourth Lightning Release 500+ Lightning features delivered
October 2015 Assistant
Lead & Opportunity Workspace Sales Path
Opportunity Kanban Account Insights Activity Timeline
Notes
February 2016 Global Actions Customize Nav
Docked Composer Campaigns
Person Accounts Opportunity Teams
June 2016 Contacts to Multiple Accounts
Customize Home & Records Salesforce1 Offline
Account Teams Email via Gmail & Office 365
Calendar All Voice
October 2016 Navigation enhancements
Contracts Quotes
Merge Leads Mass Actions
In-line Edit Lists
Lightning Experience & Customization
Navigation, Apps, Pages, and more
Did you ever try to fully customize a screen in Classic?
Lightning Page
Lightning Pages Metadata drives the experience
Template Regions
Lightning Pages Metadata drives the experience
Header
Body
Sidebar
Subhead
Lightning Components
Lightning Pages Metadata drives the experience
Highlights Panel
Body
News
Sales Path
Activities
Tabs
Related
Lists
Standard Components Built by Salesforce
Custom Components Built by customer developers
AppExchange Components Built by Partners
Lightning Component Ecosystem
Lightning App Builder Easily create and edit Lightning Pages with clicks!
In Summer ‘’16 for use in Lightning
Experience
GA
Record Pages Home Pages App Pages
3 Types of Lightning Pages
Create new pages to add into the navigation menu
Customize standard and custom object detail pages
Customized home pages per profile
Updated Navigation UI Winter ‘17 for all orgs
Horizontal navigation bar
Full screen width available for app content
App switching via the App Launcher (now located in nav bar)
App branding
The Navigation Bar
Admins / app developers decide the order and set of tabs (items) included in an app. Shortcut menus provide quick access to key functionality & lists
Change Apps
Current App Items within the current app
Currently selected item
Organized into two sections: Apps and Items
Easily search across both sections
All Items section is equivalent to the “+” tab in Classic
Updated App Launcher
App Branding Customized Record pages per App Utility Bar Upgradability
Lightning Apps are even better! Extend Apps with new capabilities
App Branding in Lightning
Deliver custom task-oriented experiences Lightning Pages per App
Standard Account Page App-specific Account Page
Utility Bar
Persistent footer in Lightning, configured on a per app basis Can replace classic Sidebar components
API exposed in Winter ‘17 Setup UI in Spring ‘17
One click access to productivity tools
Create your own utilities with custom Lightning Components
Inline Edit on Lists & Mass Actions
Act on multiple records at a time
Save time by editing multiple records from a list view
Record Experience
Custom field level help
Collapsible sections
Custom Console Applications
Navigation Type becomes an option for any custom application Records open as new “tabs” within the window
Reimagining the console experience for Lightning and Custom Apps
Favorites
Similar to bookmarks in a web browser
Synced across devices and browsers Replacement for “Customize My Tabs” feature in Classic
Record Pages will vary by App, Record Type, Profile to allow for precise control over content for every scenario
Record Type and Profile Specific Pages Fine-tuned assignment for Record Pages
Conditionally show components based on data from the record being shown
Dynamic Lightning Pages (pilot) Control visibility of components
Further out on the horizon
Record Page Customization for Mobile
Nav update and Apps for Salesforce1
Page Template Customization
Integrated Form Editing
DEMO
AppExchange Where You Need it Most
One click access to the AppExchange
Install Apps and Components without leaving context
Directly integrated in App Launcher, App Builder, Community Builder
Lightning Development
VF, Components, Actions, Tools
Visualforce in Lightning Experience
Visualforce in Lightning
Access Lightning Design System in Visualforce
Lightning Actions
Invoke a custom Lightning Component in Salesforce1 and Lightning Desktop
Global Actions on desktop
Custom button, custom link, mass action support (Future)
Base Lightning Components
Simple forms
Navigation and utilities
Rich forms
Simple lists
Lightning Data Service
View and access records
No APEX or SOQL
Offline capabilities
Multi record support
Full CRUD for a single record
Lightning Component Tools– Summer ‘17
Component Builder with integrated docs, component library and guided experiences
Testing tools to provide JS unit testing and support creating test suites
Lightning Container Components – Summer ‘17
Use the JavaScript framework of your choice
Looks and feels just like Lightning components to Admins and End Users
Sandboxed as an iframe
Process Automation
Process Builder, Flow, Events
Record handoff in PB
Swimlanes: Process Handoff
Approvals Integration
Parallel Path Execution
Process Home: Status, Debug, Report, Metrics, Simulate & Test
Seamless App Building (Builder Integration)
Event Triggers
Wait on Events in Flow
Event Types: custom, schedules, approvals,
Thunder IoT, integration, delete, mail
Flow LX Runtime
Flow Dynamic Screens
Runtime REST API
Lightning Flow Component for LAB
Process Automation Roadmap
Dynamic UI Expanded Logic Outside Events + Process Builders &
Management
The Flow runs in the selected segment of the page
Lightning Flow Component in App Builder Beta
Flow Lightning Runtime
Thank Y u
Appendix
Lightning for Sales
Link a Contact to Multiple Accounts
Capture unique and custom attributes about the relationship
Drive process with Triggers and Validation Rules
Person Accounts as related Contacts
Support for Actions, Workflow and Record Types
65,000 IdeaExchange
Points
Person Accounts
Person Accounts as a Related
Contact
Salesforce Voice & Inbox
Duplicate Management
Private Sharing on Contacts
Lightning Sync
Related Contacts on a Person
Account
Quotes, Contracts, and Orders
Quotes & Contracts
Orders
Calendar All
See any Salesforce object on a calendar
Monthly calendar view
View Google and Office 365 calendars in Salesforce
Calendar scheduling
Send through Gmail or Office 365
New Email UI
Reply & forward emails
Email Quick Action
Email on every object
Email templates from Salesforce Classic
Email Integrated into the Sales Process
Kanban View on All Objects
Kanban for Leads, Campaigns, and Contracts
Kanban on any object
Configurable settings for columns & summary fields
Sales Path on All Objects
Custom Objects
Standard Objects (Summer ‘17)
Lightning Console for Sales Boost Productivity in Fast-Paced Sales Environments
Multiple Workspaces
Persistent Utility Bar
Prioritized Lead List
Keyboard Shortcuts
Macros for repetitive actions
Reports
Role hierarchy filter on reports
Relative date filters
S1 enhanced charts
Dynamic filter URL
Subscribe to reports
Report builder (Summer ‘17)
Dashboards Drill to report from filtered dashboard
Stacked combo charts, pictures on table charts, conditional highlighting
Denser charts, smaller metrics
Post charts and follow dashboards
Edit running user, folder
Expanding charts
Add Leads & Contacts to a Campaign from List Views Campaign Influence
Manage campaign member status
View a campaign hierarchy
Reach More Prospects & Measure Campaign Effectiveness
Find & Merge Duplicate Records
Find & Merge Duplicate Leads
Accounts & Contacts Configurable matching rules
Search & Add Multiple Products to Your Deal
Add multiple products to an Opportunity
Account & Contact Hierarchy
View Account hierarchy
Customize account hierarchy (Summer ‘17)
View Contact Hierarchy (Summer ’17)
Search, navigate & sort the hierarchy (Future roadmap)
Manage and Visualize Your Forecast in Lightning
View Forecasts in Salesforce1 Collaborative Forecasts
Wave charting & visualizations
Manage and Visualize Your Territory in Lightning
Territory Related on Account Page in lightning (Summer ‘17)
Territory based forecast rollup (Winter ‘18)
Map visualizations
Assignment of custom objects
Lightning Voice
Click-to-dial and receive inbound calls
Automatically log calls and capture call notes
Call forwarding and history
Call lists, voicemail and recording
International calling
Lightning for Service
Lightning Service
Console workspaces
Utility bar
Case feed
Related Record Component
Knowledge panel
Social customer service
Lightning Console - Workspaces & Utility Bar
Workspaces
Pin pages
Utility Bar
Multiple out of the box components (Voice, CTI, History, Macros)
Open CTI in Lightning
Connect your salesforce implementation to popular telephony systems
Allow in app screen pops, call control, click-to-dial, call logging and more
Available in Lightning Console
Macros
Automate common flows to save clicks and time
Improve process quality and consistency
Update record details, actions, components, insert templates and attach knowledge
Apply bulk macros to address spike issues
Knowledge
Record Types
Unified Object Home
List Views
Knowledge in Global Search
Authoring Actions
Standard Files component
Update ratings
16,000 IdeaExchange
Points
Knowledge Sidebar Component
Suggested articles per case
Article Search with type-ahead and filters
Snippets & highlighting
Create and Edit Articles
Summer ‘17:
Attach articles to case
Insert article content into email
Lightning Customization
Lightning Apps are even better! Extend Apps with new capabilities
App Branding Customized Record pages per App Utility Bar Upgradability
Upgrade Classic Apps New features are available when you upgrade
Upgrade clones existing app and
splits the metadata to have
separate versions for Classic and
Lightning
Customize Home Page
Customize components
Per-profile page assignment
Additional template layouts
Find Information Faster with Global Search All users on Lightning benefit from global search and instant results
Instant Results
Top Results
Search left navigation
Results ranked by relevance
Chatter & Files
Rich Chatter Conversations
Rich Text posts and comments
Multiple attachments
Edit posts & comments
Play video in the feed
View counts
Share posts
Live Chatter feed
Experience the Live Feed Comments with the Winter release, pushing updates to users
New Group posts are pushed to groups members live.
Lightning Chatter Groups
New Group posts are pushed live.
Group Engagement analytics
Add Members inline in the group and with intelligent suggestions
Group Creation Wizard
Folders on Libraries
Folders on Libraries with full Edit capabilities Sorting of Folders and Libraries Libraries with full Edit and Membership Management
45K Idea Exchange Points
