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Winter 19 release webinar

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Slide deck from BrightGen's webinar covering the key aspects of the Winter 19 release from Salesforce, presented by CTO, Keir Bowden, and Head of Delivery, Clive Platt. You can find the recording of the webinar at : https://www.youtube.com/watch?v=om43J0Yhdp0

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Winter 19 release webinar

  1. 1. We’ll be starting soon, thank you for your patience. Questions? Email webinar@brightgen.com Salesforce Release Webinar Winter ‘19 Highlights
  2. 2. Your Presenters 2 Keir Bowden CTO Salesforce MVP @bob_buzzard Clive Platt Head of Service Management www.linkedin.com/in/cliveplatt/
  3. 3. Agenda ☑ Fond farewells ☑ General ☑ Sales Cloud ☑ Service Cloud ☑ Analytics ☑ Communities ☑ Chatter ☑ Mobile ☑ Customisation
  4. 4. Fond farewells
  5. 5. Fond farewells 5 • Field history tracking data deleted after 18 months unless: • Org creation date < June 2011 • Purchased Field Audit Trail add-on • IE9/10 classic support ends 5th April 2019 • IE 11 extended support for LEX ends Dec 31 2020 • Classic Einstein Analytics Designer retires July 2019
  6. 6. General
  7. 7. Browser Support ☑ Lightning Experience IE11 Most recent stable Edge/Chrome/Firefox Safari 11.x ☑ Classic IE9/10/11 Most recent stable Edge/Chrome/Firefox Safari 11.x ☑ Einstein Analytics Edge IE11 Most recent stable Chrome/Firefox No support for Safari
  8. 8. Lightning Adoption
  9. 9. Lightning Adoption ☑ Must be enabled ☑ Users can skip ☑ Posts to public chatter group ☑ No pre-moderation!
  10. 10. Lightning Usage Report
  11. 11. Lightning Usage Report
  12. 12. Display Density
  13. 13. Search List Views
  14. 14. Share List Views
  15. 15. ☑ New question types: ◆ CSAT ◆ Slider ◆ Picklist ☑ Multiple questions per page ☑ Unauthenticated contact support ☑ Editing active surveys not supported ☑ Pause and resume ☑ View status and response on invitations Surveys
  16. 16. Search ☑ More relevant earlier ☑ Configure to include knowledge fields ☑ Filter in communities ☑ Filter results by number range ☑ Filter by task subject
  17. 17. ☑ Pre-defined snippets/messages ☑ Use in many places Emails Tasks Events Chats Knowledge Articles ☑ Button appears on supported fields Quick Text
  18. 18. Other ☑ Create/edit field sets in LEX! ☑ Bulk change owner for lead/case/custom object ◆ List view ◆ Related list ☑ Auto-logout allows you to return to page ◆ Copy unsaved work ☑ Remove ability to switch to classic
  19. 19. Sales Cloud
  20. 20. Einstein Lead Scoring App ☑ Dashboard only includes leads that have scores ☑ Have to upgrade it ☑ If you have customised, create a new one
  21. 21. Forecast sharing GA ☑ Role based only ☑ Forecast manager can share with any Salesforce user ☑ Territory forecasting GA ☑ Forecast page includes timestamp and breadcrumbs Forecasting
  22. 22. ☑ Add member to Salesforce campaign: Appears in connected records in Pardot .. and vice versa ☑ Campaign Related List Quick Filters Campaigns
  23. 23. ☑ Reject leads without reCAPTCHA ◆ Web to lead ◆ Update form ☑ Bounce warning ◆ Lead highlights panel (1) ◆ Activity timeline (2) Leads
  24. 24. Email Tracking
  25. 25. ☑ Add attachments to list emails ☑ Add attachments to lightning email template ☑ Email templates can be private ☑ Einstein Insights Create custom insights - up to 10 Includes suggested actions Can mark as accurate (or not!) Email
  26. 26. Pardot ☑ Lightning app rather than single tab ☑ Opt-in opted out prospects synced to Salesforce ☑ Filter engagement studio canvas by date ☑ Create Salesforce campaign members from Pardot campaign prospects ☑ Pipeline Dashboard Conversion rate respects date range Campaign cost limited to displayed opportunities ☑ Pipeline/Multi-Touch Attribution Dashboards View filtered faceted opportunities ROI only on associated campaigns
  27. 27. Service Cloud
  28. 28. Einstein Bots ☑ Call autolaunched flows ☑ Session logs to record session details ☑ All bot versions share single intent sent ☑ Add customer inputs via dataloader Need at least 150 ☑ Literal matches on customer responses
  29. 29. Emails ☑ Insert images into case emails ☑ Use Visualforce email templates ☑ Save email-to-case attachments as Files ☑ Set email message audit fields when importing ☑ Reject web to case emails without reCAPTCHA
  30. 30. Omni-Channel ☑ Support skills based and queue routing simultaneously ☑ Supervisor tabs for both routing types ☑ Supervisors monitor up to 5 chats ☑ Sneak peek - see customer/agent typing
  31. 31. ☑ Localised for organisation's language ☑ Mention people/groups when posting in case feed Previously only when commenting ☑ Post files to case feed on Android ☑ Customize quick actions with page layouts on Android Service Cloud Mobile
  32. 32. Lightning Knowledge ☑ Map case fields to data categories ☑ Mass actions on article list views ☑ Anchor links in rich text articles ☑ Remove ability to switch to classic ☑ Import articles with translations
  33. 33. Analytics
  34. 34. ☑ Use joined report as source report ☑ Up to 50 values per dashboard filter (was 10) ☑ Set decimal precision in charts/tables ☑ Subscriptions only shows valid users ☑ Customize numeric axis range in charts Dashboards
  35. 35. Analytics - Other Actions inside folder Search from tab
  36. 36. Einstein Analytics
  37. 37. Welcome Mat http://www.einsteinanalyticslearningmap.com
  38. 38. In App Videos
  39. 39. Learning Adventure App
  40. 40. Conversational Queries ☑ Generally Available ☑ Enable in Setup ☑ Available in: Running apps Explorer Dashboard Designer
  41. 41. Predict Future Based on Current
  42. 42. ☑ Choose link open behaviour Analytics Studio, or Analytics Tab ☑ Date parts nest under date ☑ Use multiple datasets in single lens ☑ Change count of rows label in lens ☑ Create your own map via geoJSON file ☑ Periodic full sync Full refresh weekly Einstein Analytics - Other
  43. 43. Communities
  44. 44. New Lightning Community Template ☑ Latest features require latest template ☑ Updated in Summer 18? All good. ☑ May impact community See Salesforce Help – sforce.co/2DMg4iq TEST IN SANDBOX! ☑ Self-service help center - guided setup ☑ Koa and Kokua templates still supported Can't create new communities
  45. 45. Threaded Discussions ☑ Communities only! ☑ Up to three levels of replies ☑ Notification links go to reply ☑ Cannot delete item with nested content ☑ Enable for existing communities
  46. 46. Communities Lightning Components ☑ Filtered search results ☑ Guest users can access flows ☑ Users add topics to records ☑ Recognition Badges GA Give badge button Display on user profile ☑ Related List - Single
  47. 47. Communities Other ☑ Additional Audience Targeting operators: OR, equals, not equals, contains, does not contain ☑ Export just a theme ☑ Ember theme Stacked header ☑ Webster theme Search first approach ☑ Change the URL for most pages Not Home, Login, Error ☑ HEAD markup validated as you type
  48. 48. Communities Other Other ☑ Questions with/without answers report ☑ Edit file details ☑ Use sharing sets for all community licenses ☑ Share folders with public links ☑ Community CDN Generally Available ☑ New licenses Lightning External Apps Lightning External Apps Plus ☑ Manage Customer User permission removed from all profiles Add back via permission set
  49. 49. Chatter + Files
  50. 50. Save Draft Posts
  51. 51. Share Folders via Link ☑ Add via folder row actions ☑ Delete to to stop sharing ☑ LEX alternative to content packs
  52. 52. Files Other ☑ File detail page available on mobile ☑ 50,000 content deliveries/24 hours was 20,000 ☑ 50Gb content bandwidth/24 hours was 20Gb ☑ Folders enabled for new libraries
  53. 53. Mobile
  54. 54. Mobile Requirements: ☑ App - Android 5+, iOS 10.3+ ☑ Browser - Chrome on Android, Safari on iOS ☑ Mobile devices tested : sforce.co/2BSuzUB ☑ Evaluate account against territory rules on change ☑ My Territories Opportunity list view ☑ My Territory Team Opportunity list view
  55. 55. Customisation
  56. 56. Lightning App Builder ☑ Set component visibility by: Standard user permissions Custom user permissions ☑ Clicking component doesn't add ☑ Edit managed apps Used to be Edit App wizard ☑ Changed labels Select Utility Items => Utility Items Select Items => Navigation Items Assign to User Profiles => User Profiles
  57. 57. ☑ Display dependent picklists Up to three levels ☑ Name input Salutation, First, Last etc ☑ New input types Toggle Slider Email address (validates) Phone number URL ☑ Remember previous values Add to inputs + outputs Flow
  58. 58. Best practice is one record change process per sObject ☑ Less impact on limits ☑ No guarantee of ordering Process Builder
  59. 59. Limits ☑ 4,000 total process and flows was 1,000 ☑ 400 active processes and flows was 100 ☑ 50,000 scheduled actions/flow interviews waiting Was 30,000 ☑ New max flow interviews with UI per month - 20,000 max flow interviews without UI per month - 100,000 Can buy more!
  60. 60. New Setup Node
  61. 61. Queue Approval Requests
  62. 62. ☑ Speed up page load time ☑ Powered by Akamai ☑ Changes source domain Whitelist Akamai IP addresses ☑ Static content only JavaScript CSS ☑ Not your data or metadata LEX Content Delivery Network
  63. 63. Lightning Components ☑ lightning:empAPI - bobbuzz.me.uk/2PJNWSP ☑ lightning:availableForFlowScreens New validation attribute Function to validate state ☑ lightning:map
  64. 64. Apex ☑ Inherited sharing ☑ Callable interface - bobbuzz.me.uk/2oG8VJU ☑ Batch Apex Error Events ☑ Schema.DescribeSObjectResult .getRecordTypeInfosByDeveloperName ☑ Instantiate custom metadata in memory No DML ☑ Update queried custom metadata in memory
  65. 65. The End
  66. 66. ☑ sforce.co/2R6PXZW ☑ Release notes ☑ Webinar recordings ☑ Videos ☑ Trailhead release badge - sforce.co/2NME4u8 Release Readiness
  67. 67. Dreamforce
  68. 68. Einstein Voice ☑ Conversational CRM - bit.ly/2IwVoNC ☑ Voice bots - Alexa, Google Home - bit.ly/2ycYT7c Customer 360 ☑ Map personas across clouds - bit.ly/2DXVgs9
  69. 69. Questions? Events @BrightGen.com
  70. 70. Thank you Events @BrightGen.com

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