winter 16 webinar slide deck
TRANSCRIPT
Salesforce Release Webinar
Winter 16
Clive Platt,Service Manager www.linkedin.com/in/cliveplatt
Keir Bowden, Chief Technical Officer www.linkedin.com/in/keirbowden @bob_buzzard
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Agenda • Salesforce Winter 16 Release
– Lightning Experience – Lightning Components – Service Cloud – Mobile – Communities – Chatter – Platform
• Q&A
Winter 16 Release
Lightning Experience
Introduction • Completely new UI
• Winter 16 Sales focus
• Built with Lightning Components
• Existing UI renamed ‘classic’
Supported Browsers • Internet Explorer 11
• Latest stable Firefox
• Latest stable Chrome
• Safari 8 on Mac OS X
• Other versions will redirect to classic
Home Page Performance
Chart
Key Account Insights
Recently Accessed Records
Top Value Open
Opportuni=es
Due/Overdue Tasks, Neglected Opportuni=es
Opportunity Workspace
Key fields for stage
Guidance
Visual progress indicator
Related lists
Composer
Tabbed interface
Opportunity Board
Total value by Stage
Drag and drop to
change stage Alerts provide guidance
Lead Workspace
Visual progress indicator
Composer
Key fields for stage
Guidance
Social
Tabbed interface
Accounts
Tabbed interface
Insights
Highlights
Log ac=vi=es
Future and past
ac=vi=es
Person accounts NOT supported
Charts in List Views
Ver=cal bar Horizontal bar
Donut
Dashboards Mul=ple column span
Nine columns
Drag and drop
Drag to resize
App Launcher
LightningX –More Information • Existing customisations
– http://sforce.co/1M1TNbA
• Compare LightningX and Classic – http://sforce.co/1haRE4N
• What’s not in LightningX (yet!) – http://sforce.co/1JCOkWS
Lightning Components
Lightning Components • GA across all platforms
• Requires My Domain
• Canvas app component
• Use in Visualforce pages
Service Cloud
Live Agent • Block sensitive data
• Raise a flag for help
• Assign agent skills permission
• Inactive timeout
Other • Entitlements track stopped time
• Quick actions on assets
• Knowledge – Reports/list of knowledge users – Access from Android device
Mobile
Salesforce1 • Android 4.4 or greater
• /one/one.app no longer works – Taken over by LightningX
• Infinite scroll
Salesforce1 • Chatter Groups
– Delete group – Manage membership requests – Manage chatter notifications
• View related files from records
Duplicate Flagging
Dashboard Notifications
Enhanced Notes
Communities
Communities • Flag private messages as inappropriate
• Moderate community content – Posts and/or comments
Sharing File Sends Message
Communities • Limit file visibility
– Only members of same community – User sharing must be private
• Partner import accounts/contacts/leads
• New login look and feel
Chatter
Freeze Sharing
Freeze Sharing
Disable Salesforce File Posting
Mention Group
Other • Triggers on files
• Triggers for group records
• Rich text posts
• Mute posts – Hides posts and updates – Can still view from sidebar
Platform
Limits Changes • Roll up summary limit 25
– was 10
• Custom multi-select picklist limit 500 values – was 150
Process Builder • Schedule groups of actions
• Jobs are batched to avoid governor limits
• Scheduled actions based on current data
• Schedule must have actions to activate
Deployments • Choose test options for change sets
• Auto activate refreshed sandbox
• New Manage Sandbox permission
• Improved sandbox copy engine
Login Page
Security • Can’t approve oauth using ‘login as’
• Confirmation if username and password supplied via URL parameters
• My Domain name restrictions – Subdomains != www | salesforce | heroku – Cannot start with = root | status
More Information • http://sforce.co/1IZd1N2
• Release Notes
• Feature Videos
• Training
Questions
