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Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995
5. • Demystify Lightning Console Apps
• Information about the latest new features for Lightning
Console Apps
• Two real life app examples and an easy roadmap for
how you can get started quickly
• Excitement to go back and take fuller advantage of the
Salesforce platform!
What will you be able to take away from this session?
9. Override Actions in Lightning
Console Apps
Clean Slate KB Shortcut
Automatic Tab Refresh and
more with JavaScript API
API and Action Overrides (VF)
Latest Releases
Summer 18Spring 18 Winter 19
11. Sales Console Example
• Briefly show how it’s configured in App Builder (workspace vs subtab)
• Example of Quote that opens as subtab of Opportunity
• Overview of advanced page layout with pinned area
• Lightning Guided Engagement with Lightning Flow (Summer 18)
• Quick Text example (Sprint 18)
• Keyboard Shortcut to Close all Unpinned (Winter 19) [Shift +W]
• Utility Bar – History Component (Console Only)
12. Milestones Project Management Example
Briefly go through App Manager config for
the App.
Example of Milestone/Tab opening as
Subtab.
Split View Can be Collapsed
Ctrl +Click still works like browser
Pin Workspace
Nav Bar Personalization (Winter 19) –
Custom Titles and Icons
Macro (Sprint 18)
Auto Refresh (Summer 18) or VF override
(Winter 19)
Speed Keyboard Shortcut Example
G, W (workspaceand G, S (go to subtab), <- or ->
move between
Shift + r to reload tab
Demo Again, IT remembers!
18. Medium Forest Layout - Mountain Right
First level text is set at twenty point Salesforce Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
First level text is set at twenty point Salesforce Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
Subtitle placeholder
21. Banner and Callouts
Place white text over these to create infographic and callouts
Editable in PowerPoint
Name of Trailblazer
Title, Name of Company
24. Embrace the fun side of our company and inspire our Ohana to be their best
Meet Our Characters
Astro
Astro is your guide to Salesforce. Beloved by our
community, Astro represents the fun side of
Salesforce and a passion for learning.
Just like Trailblazers, Astro aspires to be
whatever they want to be. Astro is always up for
an adventure on the trail.
Einstein
Genius. Problem solver. Focused. Einstein uses
intelligence, innovation, and imagination to
predict the future!
Quick on his feet, full of rebel brilliance, he
becomes smarter with every interaction.
Codey
Codey is a maker at heart. He loves building
apps and isn’t afraid to dive in to get things
done.
Codey represents building with code,
playfulness, and the creativity found within
Trailhead.
25. Embrace the fun side of our company and inspire our Ohana to be their best
Meet Our Characters
Appy
Appy is your guide to the Partner Ecosystem.
She’s a connector, always in the know, and
excited to learn.
She knows a lot about Salesforce and is happy to
help. If she doesn’t know the answer, she’ll
connect you with a friend.
Cloudy
Cloudy represents building with cloud,
spontaneity, and unlimited potential. And at our
biggest events, Cloudy is always at the center of
the action.
Like the cloud, she is the reliable one that keeps
everyone together and on track to meet their
goals.
SaaSy
SasSy is a well-recgonized figure in the
Salesforce ecosystem. SaaSy stands for
challenging the status quo and for finding new
ways to innovate.
SasSy promotes success, not software.
Twitter Account
29. Official Characters: Codey, Einstein, and Blaze
Salesforce brand characters
Einstein
Einstein with
Object
Einstein in
Motion
30. Appy, Earnie, Cloudy, Codey, SaaSy & Blaze
Cloudy
SaaSy
HootieAppy
Earnie the
Badger
Blaze
Forest
Friends
Groups
Drop
Shadow
31. These icons play a big part in
keeping things playful.
We’ve begun to use more line art in
our design for contrast against the
cartoon artwork direction.
If you choose line art, suggest being
consistent throughout your deck.
We’ve created a library on the
following page for most other use
cases.
These have been created to allow
you to change colors etc. directly in
PowerPoint
Iconography
Trailhead Line Art Icons
32. Healthcare
Rewards
Money &
Finance
Organization
Iconography
Extended Line Art Icon Library (Editable)
Essential
Elements
Social
Additional
Industries
Sports
Transportation
GUI
Elements
Maps &
Navigation
Design &
Drawing
Productivity
Network &
Servers
Computers
& Tech
Marketing
Retail
Security
33. New Salesforce Product Icons
These icons were introduced at DF17
Quip
(Collaboration)
Industries
Cloud
Service
Cloud
Sales
Cloud
Commerce
Cloud
Trailhead Lightning Analytics AppExchangeHerokuIoTEinstein
Salesforce
Platform
Financial
Services
Retail
Healthcare &
Life Sciences
New logo placement is upper right. Copy and Paste
this into any slide that does not have a logo on it
Customer Success
Platform Icon
Salesforce Mobile App
(Replacing the Salesforce 1 logo and app)
Marketing
Cloud
Community
Cloud
Editor's Notes
Speaker: Doug
Hello and welcome everyone to our session, “Deliver a Next Level Experience with Lightning Console Apps”.
While you won’t be able to use these on your favorite gaming console, you might have almost as much fun.
These slides require Salesforce fonts be installed.
https://github.com/salesforce-ux/design-system/tree/master/assets/fonts
Speaker: Doug (30 seconds, practice, practice). Slow and low.
I’ll just introduce myself quickly. My name is Doug Dunfee and I’ve been working full-time on Salesforce for over 4 years.
I am avid Trailhead fanatic, working towards Triple Ranger status currently.
I hold 5 Salesforce Certifications and am working towards becoming a Certified Application Architect.
I’m active on Twitter @dougdunfee
And finally, I’m the organizer of the monthly #SalesforceSaturday meetups in Denver Colorado.
I have with me today my CEO, Krista Erickson.
Speaker: Krista
(Krista intro)
Speaker: Krista
Speaker: Doug (30-60 seconds). Don’t go too fast.
So, what will you be able to take away from this session today? We have 4 major elements here that we’ve focused on for this session.
Demystify – You’ve probably heard of Lightning Console Apps if you’re sitting here or watching this recording. Maybe you’ve tried the default Sales or Service Lightning Console apps once or twice, but haven’t fully embraced them yet. Today we’re going to try to eliminate any unnecessary boundaries for you to start using them even more. This can be a somewhat advanced feature, but
Information about the latest features Salesforce has added. They’ve been putting consistent energy into this feature of the past few releases and really added some awesome stuff.
Third and most exciting we’re going to show you two real life example apps and how show you how you can get started quickly
And finally we want to get you excited about taking fuller advantage of the Salesforce Platform!
Speaker: Doug (30-60 seconds). Don’t go too fast.
So this is a situation I’ve been in a number of times myself. Especially now as a consultant, I can easily have 10-20 tabs open for Salesforce.
Then what happens? You get a phone call or have to go to a meeting; and when you get back you can’t remember which of these tabs you were last on.
Maybe your computer crashes or your favorite browser is acting up. Now you have to switch computers or browsers and reopen all these tabs.
Or maybe you don’t have these challenges, but your users do? There’s no need to keep stubbing your toes when you can start using Lightning Console Apps!
Speaker: Doug
This is just a quick screenshot I took from the Trailhead module on Lightning Service Console.
The idea of Console Apps comes from the Service Console in Classic Experience which was a paid add-on. Now however, Console Apps are included with most licenses and can be used for any solution, not just Service Cloud!
On the far left side (1) we have one of the most defining parts of a Lightning Console app, the Split View. This allows you to have your list of records (Accounts, Cases, Opportunities, anything) open while looking at each individually on the right side.
This side panel can be collapsed if you need to focus and want a cleaner view.
The 2nd thing you’ll notice is that instead of a row of tabs across the top as you may be used to in other Salesforce experiences, here we have a drop down to choose the type of record we want to start working with.
Instead of having multiple tabs open in your favorite browser for Salesforce, you can see everything in ONE browser tab!
Finally you’ll notice is that the layout of the main content screen is a bit different than your typical Lightning page. Here we have 3 columns with the 1st column being pinned so that no matter how far you scroll, it’s always visible.
And remember our “too many browser tabs” scenario from the previous slide with all the browser tabs? Wouldn’t it be great if you never lost your place in Salesforce again? (CLICK FOR ANIMATION)
Well with Lightning Console Apps, Salesforce remembers what tabs you have open and brings you right back to the same place every time! Even on different computers! Huge win!
Speaker: Doug
Briefly before I hand it off to my awesome CEO Krista Erickson, I wanted to touch on a true Power User feature; Keyboard shortcuts!
If you really want to get to that Next Level Experience in Salesforce, you have to try Keyboard shortcuts.
We’ll cover a few of these in our demo, but I wanted to briefly show you this screen, and how many more options you get in Console apps vs standard Lightning Apps.
Adopting just a few of these into your personal habits can save you a few minutes each day, which can add up over the course of weeks and months.
I encourage you to at least memorize the first one on the left side which will get you in the habit of opening this dialog.
- Note that the / key is the same one as the ?
Without further ado, let me toss it to my CEO Krista Erickson, who’s going to highlight some of the latest new features and get into our demos.
Speaker: Krista
Salesforce is putting a lot of energy into Lightning Console apps
https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_lightning_console_macros_quicktext.htm#rn_lightning_console_macros_quicktext
https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_general_lightning_console_action_overrides.htm
https://releasenotes.docs.salesforce.com/en-us/summer18/release-notes/rn_salesforce_console_for_service_flows.htm
https://releasenotes.docs.salesforce.com/en-us/summer18/release-notes/rn_console_lex_api.htm#rn_console_lex_api
https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_lex_feature_list.htm
https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_sales_console_lex.htm
https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_console.htm
Speaker: Krista
Alright, lets get to the fun stuff. I’m going to show you a demo of a Sales Console app that’s been enhanced for an organization that uses Quotes heavily and hates flipping back and forth to see Opportunity and Account details.
“For the default Sales Console, everything opens in it’s own Workspace pretty much.”
But with a small tweak, we can tune the experience so that it resonates with your users and their needs.
Having everything in one screen helps keep things “tidy”.
Do you have Enterprise Account Reps who always work on the same Account? Create a purpose built Console App, just for them! They can pin their main Account as a Workspace that never closes and is always there waiting for them no what computer or browser they are using.
As Xander Mittman, the Product Manager for this feature called out during a webinar in March. You may notice Console Apps can be snappier since they only load the data for each workspace or subtab.
Speaker: Doug
So as we’re wrapping up, I wanted to call out this great line from a recent webinar on Lightning Console Apps.
LeeAnne Rimel with the Awesome Admins team at Salesforce has been a huge proponent of Console apps. When discussing Console features like Macros and Keyboard shortcuts, she said they can really help you to become a Productivity Champion for your organization.
We’re pretty confident that if you adopt Lightning Console Apps, you and your users will quickly start feeling like Neil here [CLICK for NDT animation] and become not only a Productivity Champions, but Productivity Badasses.
Speaker: Doug
(Need to make this look better, but the links are useful for now)
Speaker: Doug
(Need to make this look better, but the links are useful for now)
Speaker: Doug
(Want to give a shout out to Ohana member who have put there energy into Console Apps and mention it’s an honor to carry the torch, etc)
Questions?