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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.

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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.com | @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 : http://bit.ly/NewDelhiCommunity
  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
  8. 8. LIGHTNING EXPERIENCE HIGHLIGHTS
  9. 9. Force.com 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 Force.com 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://<lightning.domain.com>/one/one.app/#/sObject/Account/home ● New format: https://<lightning.domain.com>/lightning/o/Account/home ● Leads Recently Viewed List https://<lightning.domain.com>/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
  25. 25. MINOR ENHANCEMENTS - LIGHTNING EXPERIENCE
  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.
  33. 33. LIGHTNING REPORT BUILDER ENHANCEMENTS
  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.
  38. 38. DASHBOARD ENHANCEMENTS
  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 - sfdcfanboy.com https://sfdcfanboy.com/category/releases/spring-18/ ● Full Release - PDF https://resources.docs.salesforce.com/212/latest/en- us/sfdc/pdf/salesforce_spring18_release_notes.pdf ● Full Release - HTML https://releasenotes.docs.salesforce.com/en- us/spring18/release-notes/salesforce_release_notes.htm
  46. 46. THANK YOU
  47. 47. Follow Manish Thaduri Twitter @sfdcFanBoy|@SingaporeDG Website www.sfdcFanBoy.com LinkedIn https://www.linkedin.com/in/ManishThaduri
  48. 48. Follow New Delhi Salesforce DG Twitter @newdelhisfdcdug Meetup.com http://www.meetup.com/New-Delhi-Salesforce-Platform-Developer-User- Group New Delhi Trailblazer Community Group http://bit.ly/NewDelhiCommunity

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