Slide deck from the Winter 16 Salesforce release webinar from BrightGen, covering the key new features that will be of interest to our customers

1. Salesforce Release Webinar
Winter 16
Clive Platt,Service Manager
www.linkedin.com/in/cliveplatt
Keir Bowden, Chief Technical Officer
www.linkedin.com/in/keirbowden
@bob_buzzard
Problems with the webinar software?
Email cliveplatt@brightgen.com

2. Agenda
• Salesforce Winter 16 Release
– Lightning Experience
– Lightning Components
– Service Cloud
– Mobile
– Communities
– Chatter
– Platform
• Q&A

3. Winter 16 Release

4. Lightning Experience

5. Introduction
• Completely new UI
• Winter 16 Sales focus
• Built with Lightning Components
• Existing UI renamed ‘classic’

6. Supported Browsers
• Internet Explorer 11
• Latest stable Firefox
• Latest stable Chrome
• Safari 8 on Mac OS X
• Other versions will redirect to classic

7. Home
PagePerformance
Chart
Key
Account
Insights
Recently
Accessed
Records
Top
Value
Open
Opportuni=es
Due/Overdue
Tasks,
Neglected
Opportuni=es

8. Opportunity
Workspace
Key
fields
for
stage
Guidance
Visual
progress
indicator
Related
lists
Composer
Tabbed
interface

9. Opportunity
Board
Total
value
by
Stage
Drag
and
drop
to
change
stage
Alerts
provide
guidance

10. Lead
Workspace
Visual
progress
indicator
Composer
Key
fields
for
stage
Guidance
Social
Tabbed
interface

11. Accounts
Tabbed
interface
Insights
Highlights
Log
ac=vi=es
Future
and
past
ac=vi=es
Person
accounts
NOT
supported

12. Charts in List Views
Ver=cal
bar
Horizontal
bar
Donut

13. Dashboards
Mul=ple
column
span
Nine
columns
Drag
and
drop
Drag
to
resize

14. App Launcher

15. LightningX –More Information
• Existing customisations
– http://sforce.co/1M1TNbA
• Compare LightningX and Classic
– http://sforce.co/1haRE4N
• What’s not in LightningX (yet!)
– http://sforce.co/1JCOkWS

16. Lightning Components

17. Lightning Components
• GA across all platforms
• Requires My Domain
• Canvas app component
• Use in Visualforce pages

18. Service Cloud

19. Live Agent
• Block sensitive data
• Raise a flag for help
• Assign agent skills permission
• Inactive timeout

20. Other
• Entitlements track stopped time
• Quick actions on assets
• Knowledge
– Reports/list of knowledge users
– Access from Android device

21. Mobile

22. Salesforce1
• Android 4.4 or greater
• /one/one.app no longer works
– Taken over by LightningX
• Infinite scroll

23. Salesforce1
• Chatter Groups
– Delete group
– Manage membership requests
– Manage chatter notifications
• View related files from records

24. Duplicate Flagging

25. Dashboard Notifications

26. Enhanced Notes

27. Communities

28. Communities
• Flag private messages as inappropriate
• Moderate community content
– Posts and/or comments

29. Sharing File Sends Message

30. Communities
• Limit file visibility
– Only members of same community
– User sharing must be private
• Partner import accounts/contacts/leads
• New login look and feel

31. Chatter

32. Freeze Sharing

33. Freeze Sharing

34. Disable Salesforce File Posting

35. Mention Group

36. Other
• Triggers on files
• Triggers for group records
• Rich text posts
• Mute posts
– Hides posts and updates
– Can still view from sidebar

37. Platform

38. Limits Changes
• Roll up summary limit 25
– was 10
• Custom multi-select picklist limit 500
values
– was 150

39. Process Builder
• Schedule groups of actions
• Jobs are batched to avoid governor limits
• Scheduled actions based on current data
• Schedule must have actions to activate

40. Deployments
• Choose test options for change sets
• Auto activate refreshed sandbox
• New Manage Sandbox permission
• Improved sandbox copy engine

41. Login Page

42. Security
• Can’t approve oauth using ‘login as’
• Confirmation if username and password
supplied via URL parameters
• My Domain name restrictions
– Subdomains != www | salesforce | heroku
– Cannot start with = root | status

43. More Information
• http://sforce.co/1IZd1N2
• Release Notes
• Feature Videos
• Training

44. Questions

45. Contact Us
www.brightgen.com
service@brightgen.com
01376 520578
@brightgen
facebook.com/BrightGen