5. Fond farewells
5
• Customizable forecasting retires Summer 20
• Migrate to collaborative forecasts
• Original territory management retires Summer 20
• Migrate to Enterprise Territory Management
• IE9/10 classic support ends 5th April 2019
• IE 11 extended support for LEX ends Dec 31 2020
6. Fond farewells
6
• Classic Einstein Analytics Designer retires July 2019
• Can’t create dashboards in Classic as of Winter 19
• Can edit existing dashboards
• Pardot GoodData connector retiring Feb 1 2019
• sforce.co/2RO2qF3
7. Field History Retention
7
• Field history data not guaranteed available after 18 months (UI) / 24 months (API) unless:
• Org creation date < June 2011
• Purchased Field Audit Trail add-on
• Data is now being removed
• May be available for some time due to mass delete mechanism
9. Increased
Data
Storage
☑ Starting late March
☑ 10Gb base storage
☑ Plus per-user storage
☑ Editions
Contact Manager
Group
Essentials
Professional
Enterprise
Performance
Unlimited
10. Browser
Support
☑ Lightning Experience
IE11
Most recent stable Edge/Chrome/Firefox
Safari 12.x
☑ Classic
IE9/10/11
Most recent stable Edge/Chrome/Firefox
Safari 12.x
☑ Einstein Analytics
Edge
IE11
Most recent stable Chrome/Firefox
No support for Safari
11. Turn On
Lightning
Experience
☑ Critical update Winter 20
☑ All Users with Lightning Experience User permission
Standard Profiles
Custom Profiles
Permission Sets
☑ Switched to Lightning Experience on a weekly basis
Can switch back
12. Lightning
Adoption
☑ Onboarding & Assistance renamed in Setup
Now Adoption Assistance
☑ Adoption Features in Sandbox
Test Welcome Mat
View in app prompts before users
Requires Configuration
17. ☑ New question types:
◆ Net Promoter Score
◆ Ranking
☑ New question types in custom reports
Winter and Spring 19
☑ Translate Surveys
☑ Generate survey invitations for contacts/
person accounts
☑ Set expiration date on invitation
Surveys
19. Einstein
Opportunity
Scoring
☑ Visible for all users
☑ Requires one paid Sales Cloud Einstein license
☑ Einstein license – score all opportunities
☑ Non-Einstein License – “limited number of opportunities”
☑ Enabled at least 30 days after Spring 19 release
20. ☑ Collaborative forecasts on product family by territory
☑ Share territory forecasts with any Salesforce user
☑ See forecasts for up to 15 months/custom fiscal periods
Limit was12
Limit still 8 for quarterly forecasts
Forecasting
21. ☑ Remove entire account team in LEX
Used to be member by member
☑ Remove entire opportunity team in LEX
Used to be member by member
☑ Transfer account in LEX
Transfer owner opps, open and closed cases
Choose to keep account/opportunity teams or delete
Accounts and
Opportunities
24. Email
☑ New setup to respect email privacy settings
☑ Send non-commercial email permission
25. Email
☑ Returned bounced emails to senders as
attached files
☑ Email Template folder support, including
nesting
☑ Template folders support search/navigation
Similar to reports/dashboards
28. Pardot
☑ Improved navigation/design to configure connector
☑ New Pardot setup assistant in LEX
☑ Marketing data sharing
Choose which records sync with Pardot
Define rules in Pardot
☑ User interface available in French, German and Spanish
☑ Custom tracker domains in email links and vanity URLS
☑ Ignores clicks from email security scanner IP ranges
☑ Einstein behaviour scoring
Score prospects based on engagement activity
30. Einstein
Einstein Case Classification
☑ Choose picklist/checkbox fields
☑ Choose recommend or auto-populate
☑ Einstein selects based on past data
Next Best Action
☑ Generally available
31. Einstein
Bots
☑ Model management page
Metrics on quality of bot’s intent model
☑ Channel independent bots
☑ Improved Bot performance dashboard
☑ Smarter Bots
Review/override Bot classification of customer input
32. Lightning
Knowledge
☑ Migration tool to move classic knowledgebase
☑ Manage articles with LEX actions
Restore
Edit as Draft
Archive
☑ Insert article into email action
Attach article files from related list
Attach large files as link
☑ View related files on articles in communities
33. ☑ Skills based routing for chat and text messages
☑ Omni-Channel Supervisor in LEX
Agents raise flag during a chat
Supervisor provides suggestions
Customers can’t see suggestions
☑ All service cloud users can view chat transcripts
Previously needed Live Agent license
☑ Draft approvals for case emails in LEX
Other
34. ☑ Create case form in chat setup flow
Allows customers to create a case when no agents available
☑ Accept case button in LEX
From case queue list views
From record detail page
☑ Case hierarchy
Other
36. Lightning Joined Reports
Generally available
Not supported
☑ Subscriptions
☑ Export
☑ Conditional formatting
☑ Currency picklist selector
Apply to existing report
37. Run Page GA
☑ Formerly Enhanced Run Page
☑ Up to 8 metrics
☑ Headers are sticky
☑ Drag to adjust column widths
☑ Cannot switch to legacy page
38. ☑ 9 or 12 column dashboards
☑ New dashboard rows are half-height
Existing dashboards unaffected
☑ Add summary formulas to Lightning Tables
☑ Lightning tables support 2 groups
Was 1
☑ Compact components – 1 row x 1 column
☑ Save as to clone dashboard
Dashboards
39. Reports
☑ Subscribe to report/dashboard by group or role
☑ Filter reports on inactive picklist values
Was active only
☑ View historic tracking reports in LEX
Previously had to be a matrix report
46. ☑ Create apps from templates
☑ Create dashboards from smart templates
Wizard based setup
☑ Search app/dashboard templates
☑ Link pages in different dashboards
☑ Choose combo chart measure display
Bar, line, stacked bar
Was first measure bar, rest as lines
☑ Timeseries in explorer
Apps/Dashboards
47. Einstein Discovery
☑ Create stories from Einstein Analytics datasets with up to 20 million rows
Was 10 million
☑ Export story to R
https://www.r-project.org/about.html
☑ Export story to Quip
☑ Deploy model to Salesforce object
Map fields - identical names are mapped automatically
48. Einstein
Analytics
for Users
☑ Walk through studio home
First time accessing
From help menu
☑ Playlists in help menu/video player icons
☑ Watch onboarding videos inside welcome mat
☑ Updated iOS/Android apps
49. ☑ Google Analytics Connector
Web site visitor data
☑ Test connectors at creation
Previously had to use for real
☑ Event based scheduling
Start dataflow after Salesforce data sync completes
Einstein Analytics - Other
51. New Lightning
Community
Template
☑ Latest features require latest template
☑ Flagged in Community Builder
☑ May impact community
See Salesforce Help – sforce.co/2yK07WS
TEST IN SANDBOX!
☑ Update CSS selectors
Navigation Menu
Related Articles
Trending Articles
54. Move Feed Items ☑ Subset of users
System administrators
Community administrators
Chatter moderators
☑ Not public, broadcast only groups
☑ Preserves associated items
Answers
Comments
Replies
Topics
Bookmarks
Attachments
☑ Announcements persist
☑ Generates notifications
☑ Unpin pinned post to move
55. Communities
Other
☑ Upvotes now count as likes
Exposed on influence card
☑ Export template with locked regions retains locks
☑ Specify name for template/theme export
Previously used org name
☑ Akamai CDN enabled for all communities
☑ Lightning web components supported
☑ Lightning container components supported
56. Communities
Other Other
☑ Customers can request a callback
☑ Add responses to Ask, Contact Support/Ask buttons
Articles and previous answers
Member can cancel question if response answers it
☑ Set default feed sort order
If user chooses a different one, it sticks
☑ Share folders with public links
☑ Sharing sets GA on more objects
Campaigns
Opportunities
Orders
☑ Preview community as Guest User
☑ Allow Guest Users to upload files
58. Chatter
☑ Feed sort order is sticky
☑ Add hyperlinks to posts and comments
☑ Redirects URLs are shorter
☑ Create reports on topics / posts referencing topics
60. Mobile
Requirements:
☑ App – Android 6+, iOS 11.3+
☑ Browser - Chrome on Android, Safari on iOS
☑ Remove account/opportunity team
☑ Keep more related records when transferring records
☑ Sort order is sticky in communities
☑ Translate community feed items
☑ Delete push registrations when refresh tokens revoked
63. Process /
Flow
Templates
☑ Base process/flow to extend/clone
☑ Include in managed package
☑ Recommended to make inactive
☑ Not recommended to open in legacy designer
Start process/flow on Salesforce error platform event
☑ Batch Apex Platform Event
☑ Platform Status Alert Event
Access external data via External Objects
Schedule pending process actions to execute immediately
64. New Objects
☑ Contact Point Type Consent
E.g. allow contact via email but not phone
☑ Data Use Purpose
☑ Data Use Legal Basis
Specify legal reason for contacting against consent
☑ Data privacy must be enabled
Demographic fields on individual
☑ Occupation, Homeowner, Military Service
Data Privacy
66. Lightning
Apps
☑ Home page per Lightning App
☑ Switch templates in Lightning App Builder
bobbuzz.me.uk/2FrZ6Zu
☑ Name regions in custom page template
☑ Rich text component uses Quill text editor
67. Lightning
Components
☑ Lightning Web Components GA
☑ Lightning Components renamed Aura Components
☑ Locker service renamed Lightning Locker
☑ Default attribute value without square brackets deprecated
List
Set
Array
☑ New date/datetime attributes on $Locale
68. Other
☑ Show toast messages from Visualforce
☑ Sandbox cloning is GA
☑ .invalid appended to user emails when sandbox created
☑ Test.stopTest Apex method
Executes pending process actions
Resumes flows waiting for time based resume event
69. ☑ Generally Available
☑ Based on platform events
☑ All custom and many standard objects
☑ Create/update/delete/undelete events
☑ Stored for three days
Can replay
☑ Configure via Setup
☑ Migrate using metadata API
Change
Data
Capture