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Lightning Summer '16 Release Preview

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The Lightning Experience is a modern and intelligent user experience across every device. Now you can deliver smarter customer service in the field, quickly receive inbound calls, and get insights, instantly.

The Lightning Platform is the fastest way to build and customize apps. Now you can customize the Lightning Experience for every role to fit your unique business needs, in a flash.

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Lightning Summer '16 Release Preview

  1. 1. Summer ’16 Release Preview Lightning is the fastest way to connect with customers, employees, and partners Note: Any unreleased services or features referenced in this or other 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. April 26, 2016 The Lightning Experience is a modern and intelligent user experience across every device. Now you can deliver smarter customer service in the field, quickly receive inbound calls, and get insights, instantly. The Lightning Platform is the fastest way to build and customize apps. Now you can customize the Lightning Experience for every role to fit your unique business needs, in a flash. And the ever-expanding Lightning Ecosystem makes it easier than ever to build and customize apps with partner Lightning components.
  2. 2. Sales Cloud SalesforceIQ Inbox Service Cloud Marketing Cloud App Cloud Analytics Cloud Community Cloud Financial Services Cloud Lightning Voice Lightning CPQ Pardot Engagement Studio Contacts to Multiple Accounts Company Info for Leads SalesforceIQ Inbox for Outlook Support for Service Cloud Automatic Data Capture for Contacts Suggested Salesforce Tasks Salesforce Files Integration Field Service Lightning – Knowledge & SLAs Twitter Customer Feedback and DM Prompts Active Time Tracker Launch Pad Desk360 Email Studio Content Builder Marketing Cloud Mobile App Marketing Cloud Command Center Lead Capture for Facebook Lead Ads Lightning Pages Lightning Security Health Check Lightning Inspector Lightning User Switcher Wave Analytics for Event Monitoring Service Wave Wave Collaboration Wave App Packaging Wave Thematic Maps Enhanced Lightning Charts in Salesforce1 Pre-moderation and Moderation Controls Profile-based Page Visibility Global Search Improved Compact Feed Related Articles Lightning Client Lead Conversion Lightning Advisor Opportunities Full Shield Support Health Cloud Full Shield Support Top FeaturesSummer ’16 50th Release
  3. 3. Run your business from your phoneSales Cloud Favorite Features Lightning Voice Lightning CPQ Contacts to Multiple Accounts Company Info for Leads Quickly click-to-dial and take inbound calls, right in Lightning Close more deals faster than you ever thought possible Pardot Engagement Studio Create, test and monitor engagement programs from a single canvas Sell smarter by linking contacts to multiple accounts Know your leads better with deep company data With Lightning Voice, sales can now click-to-dial and receive inbound calls right in the Lightning Experience. Sales can take notes during their conversation and automatically log the call to the appropriate record fast – all without leaving their workspace. Click here to learn more. Lightning CPQ streamlines your quoting process, eliminates manual efforts, and helps drive more revenue. Reps can quickly generate accurate pricing and quotes, and approvals are automatically routed to the right decision-makers. Managers get greater visibility into deals and pipeline, and finance gets control over discounts, and receives clean orders. Even more, Lightning CPQ increases deal sizes by flagging up-sell and cross-sell opportunities. Click here to learn more. With Pardot Engagement Studio, marketers can see the full picture of their marketing on a single canvas. Compose adaptive campaigns that personalize the journey for every customer. Track campaign performance in the same interface to rapidly adjust and optimize. Deliver campaigns to sales so they can nurture their own pipeline with relevant content. Click here to learn more. We retired over 62 thousand points from the IdeaExchange, so you can now link a single contact to multiple accounts. You can view current and historical relationships from either the Account or Contact records and capture all of your information without duplication. You can also capture unique and custom attributes about each relationship, so you can sell faster and smarter than ever before. Click here to learn more. Enriched Company Info for Leads is a new Data.com Clean feature that automatically enriches lead records with company details. B2B leads can be appended with detailed firmographic and financial data at the moment the record is added to Salesforce, improving how leads are scored, routed, and handled by reps. Click here to learn more.
  4. 4. Get smarter about your customersSalesforceIQ Inbox Favorite Features Salesforce IQ Inbox for Outlook Support for Service Cloud Automatic Data Capture for Contacts Suggested Salesforce Tasks Salesforce Files Integration Bring Relationship Intelligence to the world’s #1 email client Quickly create and close Cases from your inbox Get insights with automatically enriched contact profiles Never miss an important customer email Access Salesforce Files from your inbox Customers can now sell smarter from Outlook with Sales Cloud and Relationship Intelligence technology connected directly to their inbox. Click here to learn more. Customers can now connect Service Cloud and SalesforceIQ Inbox to access relevant customer data on every email, reduce manual data entry, and streamline workflows with Relationship Intelligence technology. Click here to learn more. Get 360 degree contact profiles for all of your customers – automatically built using data collected from Sales Cloud, social media sources, and third-party providers. With Automatic Data Capture for Contacts, reps can leverage customer data to sell smarter than ever before. Click here to learn more. Using data science, SalesforceIQ Inbox analyzes all of your emails and automatically suggests tasks for important customer messages in need of reply. View all of your Suggested Tasks in the SalesforceIQ Inbox Feed and accept them to create new Salesforce Tasks. That way you’ll never miss another opportunity again. Click here to learn more. With Salesforce Files integration, now you can quickly log file attachments from your inbox to provide context for your entire team. As you craft an email, you can also access Salesforce Files and easily find the perfect attachment to move the deal forward. Salesforce Files integration is available in the SalesforceIQ Inbox Mobile Apps. Click here to learn more.
  5. 5. Connect to your customers in a whole new way Service Cloud Favorite Features Field Service Lightning – Knowledge & SLAs Twitter Customer Feedback and DM Prompts Active Time Tracker Launch Pad Desk360 Complete service from phone- to-field on one platform Listen to your customers. Ask for feedback. The best way to measure handle time Ready, set, go with 1 click Deliver amazing customer experiences at every touch point Agents have instant access to Knowledge and Service Levels inside Field Service Lightning. Attach relevant knowledge articles to work orders and help field techs close jobs in a single visit. The Milestone clock allows your company to keep track of important SLAs. Now, you can close cases in the field on time and faster than ever before – ensuring your customers are happy. Click here to learn more. Service Cloud Lightning integrates two new Twitter customer service features. With surveys, customers can rank businesses after service interactions. With DM Prompts, they can easily transition from public conversations to private Direct Messages. With these new features, a company can track your Net Promoter and Customer Satisfaction Scores by allowing customers to rate their satisfaction with your business and take action on low scores. Click here to learn more. Active Time Tracker monitors the total time an agent spends on work. Most companies only track the Average Handle Time – open and closed cases. But Active Time Tracker measures the total amount of time an agent spends on work. As a result, supervisors have a more complete picture to measure performance and improve operational efficiencies. Click here to learn more. Launch Pad offers 3 out-of-the-box setup templates to help you get up and running faster on Service Cloud Lightning Console, Reports, and Dashboards. Service Reports and Dashboards launch over 20 reports and 2 of our most popular service dashboards. Now Admins have a safe environment to test new features and roll them back in one click. Click here to learn more. With Desk360, you can now view customer service information by case, company, or customer, giving you all the context you need to provide an amazing customer experience at every touch point. Click here to learn more.
  6. 6. Email Studio Content Builder Marketing Cloud Mobile App Marketing Cloud Command Center Lead Capture for Facebook Lead Ads Confidently send 1-to-1 messages with ease Create and manage highly personalized content at scale Run your marketing from your phone Deliver real-time insights for your entire company to see Automate Facebook lead ads directly into Salesforce Create, send, and track 1-to-1 personalized emails with Email Studio. Leverage a drag and drop UI, built-in automations, and native data science to quickly build and send emails to your target audience, from a basic newsletter to the most complex, triggered campaign. Utilize the most trusted and robust marketing platform to deliver great content. Click here to learn more. Content Builder provides new content management capabilities with an intuitive user interface for finding and managing content, creating html, and sharing and distributing content. With easy to use content blocks, marketers will be able to create personalized content at scale, leveraging basic, social and advanced blocks for 1- to-1 messages without any code. Click here to learn more. Now you can track your performance anywhere and manage your emails, notifications, journeys, and campaigns from your phone. In times of need, the Marketing Cloud Mobile App gives you the power to take quick action like pausing, rescheduling, resuming, or canceling an email. Also, you can send performance reports and collaborate by opening Salesforce1 directly from the Marketing Cloud Mobile App. Click here to learn more. The Marketing Cloud Command Center delivers the ultimate dashboard that not only displays what customers are saying about products and brands, but also how an email campaign is performing from open rates, sends, bounces, and clicks. The Marketing Cloud Command Center allows you to visualize product and service questions, and reports how quickly you are resolving them. Click here to learn more. Salesforce launches an end-to-end solution for lead automation from Facebook Lead Ads in a secure and powerful way. Absorb lead information from a single click, activating that information for creating new audiences and managing the ads at scale. Click here to learn more. Build 1-to-1 customer journeysMarketing Cloud Favorite Features
  7. 7. App Cloud Favorite Features Lightning Pages Lightning Security Health Check Lightning Inspector Lightning User Switcher Wave Analytics for Event Monitoring Easily customize the Lightning Experience with drag and drop components A unified stoplight dashboard to manage Trust in Salesforce Boost developer productivity with Lightning Inspector Navigate between usernames faster Visualize Salesforce usage data like never before With Lightning Pages, you can customize the Lightning Experience faster. Lightning Pages, which are collections of Lightning Components, give you flexible customization for Record Home Pages, App Home Pages, or the Lightning Experience Home by dragging and dropping standard, custom, or partner components. Now developers and admins can customize pages faster. Click here to learn more. Lightning Security Health Check is a unified dashboard to manage security settings across all your Salesforce orgs. Instantly compare your security settings to Salesforce’s best practices. Edit settings directly from the dashboard and ensure all your settings are aligned with our recommended standards. Up- leveling your security has never been easier. Click here to learn more. The Salesforce Lightning Inspector opens up and improves your Lightning Component development, giving you access to a wealth of data about running applications and components. With the Lightning Inspector, you can easily inspect the structure of your components and their associated DOM elements, identify performance bottlenecks, debug server interactions, and more, faster than ever before. Click here to learn more. The Lightning User Switcher enables you to easily navigate between multiple usernames on your Salesforce orgs. Simply select your profile picture to see a list of available usernames, select your desired username, and away you go. Now you can move faster by not having to navigate to the Salesforce login page and type your username to navigate between orgs ever again. Click here to learn more. Now every Event Monitoring customer will have access to pre- built Wave dashboards to visualize usage data. From Logins to Report Export to Salesforce1 Adoption and Visualforce Performance, you can get commonly used dashboards right out-of-the-box. Click here to learn more. Connect to your customers in a whole new way
  8. 8. Get smarter about your customersAnalytics Cloud Favorite Features Service Wave Wave Collaboration Wave App Packaging Wave Thematic Maps Enhanced Lightning Charts in Salesforce1 Deliver smarter service to your customers Collaborate more intelligently with Wave Deploy Wave Apps faster than ever before Drive more insights by visualizing your data across any map type Run your business from your phone with enhanced Lightning Charts in Salesforce1 Service Wave is the first analytics app built for Service Cloud customers. Service Wave is natively integrated with Service Cloud and comes with predefined accelerator templates that provide best practice dashboards for service leaders. Service leaders now have the ability to view their key KPIs to deliver smarter customer service. Click here to learn more. With Wave Collaboration features, you can change the way you share information within your company by collaborating and sharing insights, from any device. You now have the flexibility to run your meetings from Wave with full-screen presentation mode, directly annotate dashboards to receive constant feedback, and export any lens to excel to share explorations with their peers. Wave Collaboration features give you intelligent tools, so you can get your work done without ever leaving Salesforce. Click here to learn more. With Wave App Packaging, you can now deploy Wave Apps in just a few clicks using the same standard packaging as Force.com Apps. This allows you to customize your Wave Apps before deploying to your subscriber base so you can easily iterate and review development efforts beforehand. ISVs also have the ability to create, package, and sell Wave Apps on the AppExchange. The Wave Analytics charting library also gives you the flexibility to upload custom GeoJSON to create any map type to easily visualize your data. Click here to learn more. You can now represent your geographical data visually with custom maps and out-of-the-box World Countries and US State maps. It is now easier than ever to spot regional trends and identify outliers across business metrics like sales pipeline, inventory levels, and product sales that are dependent on regional performance. Click here to learn more. Enhanced Lightning Charts are now available in Salesforce1, optimized for both mobile and tablet layouts, so you can experience the same beautiful charts across all Salesforce interfaces. With enhanced Lightning Charts in Salesforce1, you can easily explore your data with new leaderboard charts, funnel charts, and scatter plots to gain insights quickly and stay connected to your business from anywhere. Click here to learn more.
  9. 9. Connect to your customers in a whole new way Community Cloud Favorite Features Pre-moderation and Moderation Controls Profile-based Page Visibility Global Search Improved Compact Feed Related Articles Protect your brand with new moderation capabilities Easily customize the community for different personas Easily search all data connected to the community Easily scan and filter community Q&A by view count and popularity Intelligently recommend articles and questions to your customers Community moderation allows community moderators to protect their company’s brand. Moderators can review and approve member- generated content and freeze members when they display spammer- like behavior to ensure only quality content is being displayed in the community. Click here to learn more. With Profile-based Page Visibility, companies have the ability to customize access and the user experience for different groups of users thanks to profile-driven access to the community. With this new level of personalization, companies can help customers now find the answers they need faster by surfacing content specific to their membership. Click here to learn more. The new Global Search for Community Templates gives you the ability to search all objects connected to the community - all in one place. You can easily configure and sort search results by content such as discussions, articles, or topics to help your community find the information they need faster than ever before. Click here to learn more. The Improved Compact Q&A Feed allows you to easily view the vibrancy of a discussion by identifying top posts by either view count or popularity. Posts with the best answers can easily be identified with a prominent label to help your community find the information they need faster than ever before. Click here to learn more. The community can now intelligently recommend articles based on what you are viewing with Related Articles. Help the community quickly find similar articles and guide them to answers they are looking for. Related Articles eliminate friction between your customers and the answers they came to find, ultimately providing a better customer experience with your products and brand. Click here to learn more.
  10. 10. Lightning Client Lead Conversion Lightning Advisor Opportunities Full Shield Support Full Shield Support Easily convert Leads into new Clients Out-of-the-box Financial Advisor Opportunity Flow to help you go faster Encrypt data at rest to ensure your client information is always protected Take compliance, governance and security of PHI data to a whole new level Client Lead Conversion allows you to take leads compiled across your team and transform them into new clients by leveraging the new wealth management data model, and streamlining your workflow so you can spend more time with your clients. Click here to learn more. Help your advisors deepen and grow their book of business with pre-built best practice opportunity flow for financial advisors. All the basic information about each opportunity, such as the type of deal and who’s assigned to it, is laid out. And with a click, you can see all the details of any opportunity. Click here to learn more. Financial Services Cloud now fully supports Salesforce Shield, giving financial services firms the added protection they need. New features like event monitoring allow you to monitor usage, and prevent malicious activity. Native Platform Encryption allows you to protect data at rest with performance your business demands. Click here to learn more. Health Cloud now fully supports Salesforce Shield, allowing customers to easily comply with regulations on apps storing sensitive PHI data. New features like Event Monitoring and Platform Encryption allow you to monitor usage, prevent malicious activity, and protect data at rest while allowing full functionality. Click here to learn more. Connect to your customers in a whole new wayIndustries Favorite Features Financial Services Cloud Health Cloud
  11. 11. Mission Critical Support for Marketing Cloud Keep issues from disrupting your business, 24/7 Premier for Financial Services Cloud & Health Cloud Drive greater adoption and implementation success Health Cloud and Financial Services Cloud now have Premier Success Plans. Premier Success Plans provide the right combination of training, support, and access to certified experts so customers get the most of out their Salesforce instance. Click here to learn more about Premier for Financial Services Cloud Click here to learn more about Premier for Health Mission Critical Support (MCS) is Salesforce’s highest-end support offering that ensures business continuity for customers’ always-on needs. MCS now offers support for Marketing Cloud, providing customers with access to an expert support team that proactively monitors the health of their marketing applications. Click here to learn more. New Accelerators for Each Cloud Go faster with better insights, and streamline processes With 6 new Accelerators, specialists will now help with everything from configuring and customizing Lightning, setting up forecasting, and streamlining processes to get better visibility and to help you move faster. Click here to learn more. Premier for Shield, Field Service & Premier Toolkit Maximize the value of your Premier Success Plans Premier has expanded its Success Plan portfolio to Shield and Field Service. Premier Success Plans provide the right combination of training, support, and access to certified experts so customers get the most out of their Salesforce instance. The Premier Toolkit's newly enhanced features allow you to optimize and derive more value from your Success Plan. Click here to learn more about Premier for Salesforce Shield. Click here to learn more about Premier for Field Service. Click here to learn more about Premier Toolkit Help your customers achieve targeted business value fasterCloud Services Favorite Services
  12. 12. Visit the Release Site Read the Release Notes Join the Release Community See the new features come to life by watching Salesforce product marketers demo their favorite features in the Lightning Summer ’16 release. Click Here. Learn about all the new and improved Salesforce features in the Lightning Summer ’16 release. Click Here. Get the latest release information, answers to your questions, and interactive product discussions — all in one place. Click Here. 1 2 3 Lightning Strikes Summer ’16
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