BrightGen's Summer 16 Release Webinar

Summer 16 Salesforce Release Webinar

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Agenda

• Salesforce Summer 16 Release • Lightning Experience • Sales Cloud • Analytics • Service Cloud • Mobile • Communities • Chatter + Files • Platform

• Q&A

Summer 16 Release

Classic vs LEX

• Icons in slide header

• Supported by Lightning Experience • Supported by classic

Lightning Experience

Customize home page

Customize record pages

New chart types

Undo / redo dashboard actions

Combine small groupings

• Configure from classic • Less than 3% • Donut and funnel charts

Sales Cloud

One contact many accounts

Primaryaccount

Account autofill / logos

Suggestedmatches

Fieldspopulated

Logo

Product suggestions

5mostrecentlyusedfrompricebook

Share notes

Sharingbu;on

Usersorgroups

Restrictfurthersharing

Calendar from anything

Calendar from everything

Service Cloud

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

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

Mobile

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

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

Salesforce1

• Counter on related lists • Change record owner • Record types on events • Offline access in Android

• Public pilot

Communities

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

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

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

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

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

Chatter

Revised chatter layout

Group engagement

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

Platform

Limits

Process builder

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)

Restricted picklists GA

• Restricted set of values • Users cannot add values via API • Deactivate/reactivate options

• Without deleting values

Quick edit objects

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

Health check

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

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

More information

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

Questions?

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

Contact Us

• www.brightgen.com • [email protected] • 01376 519888 • @brightgen • facebook.com/brightgen