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#SalesforceSaturday Spring18 Release Highlights by Manish Thaduri


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#SalesforceSaturday organized by New Delhi Salesforce Developer Group. Session by Manish Thaduri(@sfdcFanBoy), he is the Co-Leader of Salesforce Developer Group(@SingaporeDG). This is Manish's first session with New Delhi #SalesforceSaturday Group but definitely not the last one.

Watch out this space for more awesome content.

Published in: Technology

#SalesforceSaturday Spring18 Release Highlights by Manish Thaduri

  1. 1. New Delhi Salesforce Developer Group Spring’18 Release Highlights LEARN . SHARE . CELEBRATE . SALESFORCE
  2. 2. About Me - Manish Thaduri ● Co-Leader of Singapore Salesforce Developer Group (@SingaporeDG) ● 9 years of experience in Salesforce Ecosystem - Sales, Service, Community & Marketing Clouds ● Working at Kalido in Singapore as Salesforce Platform Specialist ● 6x Salesforce Certified ● | @sfdcFanBoy
  3. 3. About New Delhi Salesforce DG ● First Revival Meetup in February 2016 ● We started with 240 Members ● We are now more than 1,300 members ● Join the Community :
  4. 4. What is SalesforceSaturday ● Started by Stephanie Herrera in Austin, Texas ● Meetup every Saturday in a Coffee Shop or anywhere to share and learn about Salesforce ● It’s now a global phenomena with more than 25 SalesforceSaturday Groups over 5 Continents ● For India, it comprises of Online Knowledge Sharing sessions and Trailhead Challenges
  5. 5. Agenda ● Release Dates ● Lightning Experience Highlights ● Report Builder Enhancements ● Dashboard Enhancements ● Demo
  6. 6. Spring 18 Logo WINNER CODEY, the Bear! Hootie, the Owl Cloudy, the Goat Astro
  7. 7. Release Dates ● Sandboxes ○ Jan 5/6th 2018 - Preview Instances ○ Feb 9/10th 2018 - Non- Preview Instances ● LIVE - Feb 9/10th 2018
  9. 9. Platform Is Now Lightning Platform ● Lightning Platform ● Salesforce is changing the name to Lightning Platform because, in the past 10 years, it’s become so much more. ● It will take some time to see every reference to removed from Salesforce product, but from here on out, it’s Lightning Platform.
  10. 10. Themes & Branding. ● You can change - colors, brand image, background image and color ● User profile banner, group banner, default avatars!
  11. 11. Manage Your Views with Temporary Tabs. ● Use temporary tabs to access important items directly from the navigation bar. ○ Open a frequently used dashboard in a temporary tab to access it instantly from anywhere. ● If it’s not already accessible from the navigation bar, the item opens as a temporary tab where it’s in easy reach. ● You can add temporary tabs to Navigation Bar too!
  12. 12. Duplicate Records by Using Duplicate Jobs ● A global view of duplicate records. ● Use duplicate jobs with standard or custom matching rules ● Create Reports, Share job results with others ● Merge the duplicates using Compare & Merge - All within Salesforce - for UE only!
  13. 13. Lead Conversion - Opportunities. ● New Settings - Hide the opportunity section of the conversion window altogether ● Option to set the default value for - ‘Don’t create an Opportunity’
  14. 14. Path: Pick Your Own Path ● There’s more to life than Stage and Status. ● Base a Path on any picklist field on standard objects so that your path can work the way your reps do.
  15. 15. How Many List Emails You Can Send ● Reps no longer have to wonder if they can send their list email. ● The email composer shows how many more emails remain out of your org’s daily limit. This change applies to Lightning Experience only.
  16. 16. Fine-Tune Activity Reminders. ● You can now set individual preferences for task and event reminders, tailoring these features to work the way you want to work. ● This change applies to Lightning Experience only.
  17. 17. Custom Metadata Types in Validation Rules ● Reference the custom metadata type in your validation rule.
  18. 18. Track Time with the Time Field Type (Beta). ● To support using time in formulas, this beta release includes ○ the TIMEVALUE and TIMENOW functions, ○ new HOUR, MINUTE, SECOND, and MILLISECOND functions.
  19. 19. Upload Files Directly from a Flow. ● With just a few clicks, your users can attach files during a flow. ● Just add the File Upload component to the flow screens using a Lightning component field. ● For Lightning Component, select forceContent:fileUpload. Then configure the attributes.
  20. 20. Component Visibility Rules - Related Obj ● On record pages, you can select fields from the record by clicking Record Field. ● Or click Advanced to expand your field selections to related fields, related objects, or fields from other objects.
  21. 21. Dynamic Lightning App & Home Pages ● Now you can set visibility rules on Lightning app and Home pages too, not just Record Pages ● The filters you are limited to contexts, such as User or Client ● Using the Client context you can set a component to display exclusively in one experience or the other, such as when an app page is viewed on a phone or a desktop
  22. 22. Edit Lightning Apps with Lightning AppBuilder ● Update app branding, navigation, app options, and manage the Lightning pages assigned to that app all in one place
  23. 23. New URL Format ● Enable the New URL Format for Lightning Experience and the Salesforce Mobile App (Critical Update) ● Current format: https://<>/one/ ● New format: https://<>/lightning/o/Account/home ● Leads Recently Viewed List https://<>/lightning/o/Lead/list?filterName= Recent
  24. 24. New URL Format ● Custom or installed Lightning components that parse a URL may break or behave differently after this change, especially components with logic that relies on window.location or the aura:locationChange event. ● Communities won’t be affected. ● Enable this critical update in a sandbox first to test it, and make necessary adjustments before the new URLs go live for everyone
  26. 26. Home: Do More with the Deals Component ● Top Deals is now Key Deals. ● Filter the opportunities shown in the component to see all their deals, deals closing soon, and other helpful list views.
  27. 27. Email Search has Finally Arrived ● Searching for emails in Salesforce is now possible. ● Global Search in Lightning Experience for: ○ Bcc Address, Cc Address, From, Address, Subject, Text Body, To Address. ○ All custom fields of type text, text area, long text area, rich text area, email, and phone.
  28. 28. Add Campaign Members Faster ● Shows Recently Viewed Contacts to select ● Easily searchable ● Stay on same page!
  29. 29. Share Credit for a Deal in LEX - Finally! ● Opportunity Splits is in Lightning Experience
  30. 30. Customizable Add Products Screen
  31. 31. Territory Management in LEX
  32. 32. Report on Territory Opportunities ● Select My territories’ opportunities in the Show field to include the opportunities that belong to your territories.
  34. 34. Categorize Data with Bucket Columns Categorize Data with Bucket Columns ● Quickly categorize report records without creating a formula or a custom field by bucketing them. ● When you create a bucket column, you define multiple categories (buckets) used to group report values. ● Like any other column in your report, you can sort, filter, and group by bucket columns.
  35. 35. Filter Across Objects with Cross Filters ● Include or exclude records in your report results based on related objects and their fields. ● To see which accounts have escalated cases, add a cross filter. Set the cross filter to show accounts with cases that have status equals escalated.
  36. 36. Evaluate Report Data - Summary Formulas ● Use summary formulas to logically evaluate and do math with report results.
  37. 37. Minor Report Enhancements ● Time Fields Display as Times in Reports: Previously, time fields displayed as numbers. Now, the time value is formatted like a time. ● When Copying a Report, “Clone” is now “Save As”Previously, to make a copy of a report, you clicked Clone. Now, to make a copy, click Save As. The Save As dialog now features three radio buttons. ○ Make Private—Save the copied report in Private Reports. ○ Make Public—Save the copied report in Public Reports. ○ Move into Folder—Save the copied report in a report folder of your choice.
  39. 39. Dashboard Themes. ● Color Your Dashboard Data with Themes and 14 Color Palettes. User Permission Needed Change Dashboard Colors
  40. 40. Lightning Dashboard Tables ● Add Tables with Up to 10 Columns to Dashboards (GA)
  41. 41. Subscribe to Dashboards ● Subscribe to Dashboards to Schedule Refreshes and Get Email Updates ● Limits ○ You can subscribe to up to five dashboards. ○ You can subscribe to filtered dashboards, but dashboard filters are never applied to emailed dashboards. ○ Emailed dashboards are always displayed with a one- column layout. Each row displays one dashboard component. ○ Dynamic dashboards (display as viewer), don’t support subscriptions.
  42. 42. Sharing Dashboards on Chatter ● Now, you always post to the dashboard feed, @mention people and groups, and format with rich text like you can on other feeds ● You can review the dashboard feed while you’re sharing a component!
  43. 43. Minor Enhancement in Dashboard ● View Report Button on Dashboard Components Includes the Source Report Name. ● Download Chart Images from Dashboard Components: Expand a dashboard component, then click Download Chart Image to download the chart as a .png image file. ● Set Chart Legend Position: Choose whether to set the once-fixed legend to appear on either the right-hand side of a chart, or the bottom. ● Show both Totals and Percentages on Donut Charts: ○ Previously, you could show either numerical values or percentages on donut charts. ○ show or hide the total in the center of donut charts.
  44. 44. Features Not Available in LEX ● These features aren’t available in the beta version of the Lightning report builder yet! ○ Joined reports ○ Row limit filters ○ Dashboard Settings menu
  45. 45. Resources ● Highlights - ● Full Release - PDF us/sfdc/pdf/salesforce_spring18_release_notes.pdf ● Full Release - HTML us/spring18/release-notes/salesforce_release_notes.htm
  46. 46. THANK YOU
  47. 47. Follow Manish Thaduri Twitter @sfdcFanBoy|@SingaporeDG Website LinkedIn
  48. 48. Follow New Delhi Salesforce DG Twitter @newdelhisfdcdug Group New Delhi Trailblazer Community Group