brightgen's summer 16 release webinar
TRANSCRIPT
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