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Lightning Experience for ISVs


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Learn more about the Lightning Experience, and how to get your app lightning ready at (Partner Community login required).

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Lightning Experience for ISVs

  1. 1. Lightning Experience for ISVs Sneak peek at the new Salesforce and enabling ISVs to get Lightning Ready Andrew Albert VP, ISV Technical Enablement Heather Conklin Director, Product Management Farhan Tahir Senior Product Manager, Platform ​
  2. 2. Proprietary & Confidential Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of, inc. could differ materially from the results expressed or implied by the forward- looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available., inc. assumes no obligation and does not intend to update these forward-looking statements.
  3. 3. Proprietary & Confidential
  4. 4. We Are About to Launch the Biggest Thing Ever for Our Customers & Partners Simpler, smarter & faster Modern sales experience to maximize productivity from everywhere Customize with components Fully componentized UI built on Lightning Create & deploy with App Builder Modify pages and build new apps faster than ever before A New, Beautiful Salesforce
  5. 5. REGISTER NOW! Hear about the new experience from top executives, product managers, and customers First time ever LIVE broadcast 100 viewing parties around the world
  6. 6. What you can say… and what you can’t. Things you can’t say... Anything about the “Lightning Experience” Anything about a “new UI” Anything about a “new experience” Any details about functionality you’ve seen or how customers will adopt the new Salesforce Things you can say... “A new Salesforce is coming” “As a partner, we’ve had a sneak peek of the new Salesforce and it’s awesome” “We are working with Salesforce and we will be ready to help you” “Join the global broadcast on August 25th to see the new Salesforce for yourself” Keep things confidential until August 25th
  7. 7. Proprietary & Confidential What You’ll See Today ● Sneak preview of the NEW Salesforce ● Future facing designs which could change ● Pilot-only Lightning Design System ● How to get your app Lightning Ready
  8. 8. Proprietary & Confidential Lightning Experience – What is it?
  9. 9. Proprietary & Confidential Lightning Experience is… ...the next generation user experience for Salesforce.
  10. 10. Proprietary & Confidential Lightning Experience is… ...starting with a focus on sales use cases and expanding scope over future releases.
  11. 11. Proprietary & Confidential Lightning Experience is… ...built on Lightning and will co- exist with Aloha.
  12. 12. Proprietary & Confidential Lightning Experience is… features that streamline and simplify common use cases.
  13. 13. Proprietary & Confidential Lightning Experience – End-User
  14. 14. App Switcher
  15. 15. App Contents
  16. 16. Admins can turn on the Lightning Experience No cases needed, turn on Lightning Experience in Setup
  17. 17. Admins assign permission to individual users Assign Lightning Experience by profile or permission set
  18. 18. Users decide to use Lightning or Classic UI Users with the permission can toggle between both experiences as they wish
  19. 19. Chatter Feed Chatter Profile Setup Pipeline Kanban View Integrated Email Leads Products Pricebooks Report Builder (Embedded) Dashboard Builder Chatter Groups Multi-currency Shared Contacts (replaces Account Contact Roles) Calendar Notes Winter ‘16 Lightning Desktop Roadmap Sumer ‘16Search Header + Navigation Entity List View Generic Record Detail Today Oppty (Workspace) Oppty Products Account Contact Tasks Events Notes Files/Attachments Reports View Dashboards View Gauge, table, Metric (KPI) ,line, bar, donut, Charts Modern Charts Custom Fields Custom Objects Record Types Partial Visualforce Oppty Contact Roles Activity Timeline Composer Actions Visual Workflow (All Flow) AppExchange Apps DeDupe Basic Case Object
  20. 20. 1. Enhanced Cases, Campaigns, Campaign Members, Opportunity Teams, Account Teams, Opportunity Product Selector, Content Libraries, Files, Approvals, Quotes, Orders, Contracts, Case Teams, Opportunity Splits, Person Accounts 2. Some report formats will not be available in Winter ‘16 (Historical Trending, Joint, Matrix) 3. Multi-Line Edit Views 4. Mass Actions 5. In-Line Edit on Lists and Forms 6. Recycle Bin 7. Forecasting (Collaborative, Customizable, Quotas) 8. Revenue/Quantity Schedules 9. Partner Roles / Admin Profiles 10. Manual Sharing of records 11. 12. 13. Service Cloud Not Available in Lightning Desktop in Winter ‘16
  21. 21. Lightning Design System Salesforce
  22. 22. Lightning Design System Design guidelines and a CSS Framework for building great experiences on the Salesforce platform. DESIGN GUIDELINES CSS FRAMEWORK
  23. 23. Two Ways to Leverage SDS ● As a Front-End Framework: ○ CSS & Markup ○ Icons ○ Font ○ Design Tokens ● As a Style Guide ○ Visual Design Documentation ○ Design Guidelines & Principles
  24. 24. Component Framework Example
  25. 25. Component Framework Example Clear documentation around usage and rationale.
  26. 26. Component Framework Example Clear documentation around different variants of the component
  27. 27. Component Framework Example Form-factor-aware, interactive, high-fidelity examples, rendered from real markup and CSS.
  28. 28. Component Framework Example Accessible, semantic markup.
  29. 29. Component Framework Example Beautifully architected, easily understood CSS that references our Design Properties and adheres to industry best practices.
  30. 30. Tutorials
  31. 31. What the Design System is NOT ● Not built into Salesforce ● Another JavaScript Framework ● Additional Visualforce Components ● Anything associated with business logic, events, or objects
  32. 32. Visualforce in Lightning Experience Farhan Tahir - Senior Product Manager, Platform
  33. 33. Visualforce support in Lightning Experience Our goal: Provide full support to all existing 200M Visualforce pages in Lightning Experience Enable seamless transition from Classic to Lightning Experience.
  34. 34. Visualforce is BETA in Lightning Experience in Winter ‘16 - VF is BETA in Lightning Experience in Winter ‘16
  35. 35. Visualforce is GA in Lightning Experience in Spring ‘16 Visualforce in Lightning Experience is: - No styling is automatically applied - Apply styling with Lightning Design System - Demo: Using Salesforce Lightning Design System in Visualforce
  36. 36. Lightning Ready
  37. 37. Proprietary & Confidential Join the Lightning Experience Launch Get Lightning Ready by Restyling Your App for the Best User Experience Use the Newest Tech Give your app the best user experience with a consistent look and feel with the new Lightning Experience. Anticipate Customer Needs Have your app in the new Lightning Experience before they ask Extend Your Marketing Maximize your marketing by being an early adopter in a new market.
  38. 38. Proprietary & Confidential Lightning Ready Requirements – The Do’s Font Do use the new Salesforce Sans typeface. It should not be accompanied by any other typeface, with the exception of your logotype. Functional Bugs Do fix any and all functional bugs in your app as you test it in the Lightning Experience. Be Responsive Do make sure that your screens behave responsively, at a viewport minimum of 1024px wide and a maximum of 1920px wide. Make sure that your app responds elegantly when the left-hand nav opens and closes.
  39. 39. Proprietary & Confidential Lightning Ready Requirements – The Dont’s One Header Don’t replicate the global header. One Way to Navigate Don’t replicate the global left navigation. If you need a long, vertical navigation paradigm for your app, please use the Tree component and pattern.
  40. 40. Proprietary & Confidential Lightning Ready Requirements – Best Practices Adopt the Lightning Design System Fonts (as a static resource) Color Palette Form Elements Navigation Buttons Test of Supported Browsers Align with Basic Page Layouts
  41. 41. Proprietary & Confidential How Not to Be Lightning Ready Issues with expand/collapse of navigation Fonts not aligned Repeat the left nav
  42. 42. Proprietary & Confidential 1. Log a case for review 2. Provide click paths 3. Update your AppExchange package and listing screenshots Steps to Submit Your App for Lightning Ready Certification Provide screenshots with red dot for showing the click path or a video. I need assistance with: AppExchange and Feature Requests Specific topic: AppExchange/Checkout Severity: High Subject: Lightning Ready Certification Description: Please certify my app as lightning ready App name: Test org login: Test org password: Link to click path screenshots or video: Link to AppExchange listing: Updated screenshots
  43. 43. Proprietary & Confidential Your brand highlighted in keynote Theater and breakout sessions Be featured in demos on the campground and in sessions Get the Lightning Ready badge for your booth and the sash for your AppExchange listing Potential Marketing Opportunities at Dreamforce Let the Salesforce Marketing Machine Work for You Keynotes Sessions Demo Badge and Sash
  44. 44. Proprietary & Confidential Declarative apps - you’re ready! Apps without Visualforce will adopt new styles, just test in GS0 and then log a case!
  45. 45. Product Development Organizations (PDOs) can help Contact these companies for help getting your app Lightning Ready
  46. 46. Proprietary & Confidential Example of a Submitted App for Lightning Ready Certification TaskRay by Bracket Labs In Aloha - Pre SLDS In Lightning Post SLDS In Aloha - Post SLDS
  47. 47. Proprietary & Confidential 8/6 8/11 8/25 8/26 8/31 9/15 ISV Partner Webinar (10am PST) Partner Community pages and Chatter group live GS0 Live - org permissions granted DE orgs on GS0 automatically ugraded Lightning Preview Broadcast Lightning Design System Beta Release Notes, FAQ, upgrade docs live Last day to submit for Lightning Ready Certification Dreamforce ISV Partner Enablement Timeline
  48. 48. Get started now! 1. Get a GS0 org a. If you don’t have an existing GS0 org, please sign up here b. If you already have one, you can continue to use it 2. Log a case for Lightning Experience and Design System access - this puts you on the list for Dreamforce a. Category: AppExchange & Feature Requests b. Topic: Feature/License Request in Trial or DE Org c. Subject: “Lightning Ready - Enable Lightning Experience” 3. Join the “Lightning Ready Certification for ISVs” Chatter group on Partner Community 4. Install, test, and enhance your app to get Lightning Ready 5. Log another case to submit for review
  49. 49. Proprietary & Confidential
  50. 50. Proprietary & Confidential 1. Partners update their existing managed packages in their packaging orgs with the new LDS style sheets. 2. Partners install the updated package into a Partner Pre-release org (available August 11th ) to test in the new Lightning Experience. 3. Alternatively, partners can deploy unmanaged code to a Partner Pre-release org and package the changes when Winter’16 is GA. 4. Partners submit the credentials to the pre-release org and click path screenshots/video as part of their case for review. 5. Approved partner packages (those that have passed both a UX review and a Functional review) need to update their AppExchange listings with the new package and new app screenshots after August 25th . If partner deployed unmanaged code, they need to update the package and listing by November 1st. 6. Approved partner submissions will be given the “Lightning Ready” banner on their AppExchange Listing before Dreamforce. Detailed Submission Guidelines for Lightning Ready Certification
  51. 51. Proprietary & Confidential • Fixed Home tab in Winter’16. Can not change the content of the Home Tab and partners can not use Homepage Components. • No Left Sidebar – it was replaced with Navigation so partners can no longer use sidebar components. • Fixed Left Navigation for Winter’16 – partners cannot change the order or the content of the navigation • Tabset Apps no longer appear in the header. Partners need to navigate to their app through the App Launcher to see their custom tabs. No backwards Navigation for custom apps either. Click on a partner tab to get to related list, no way to go back. • Custom tabs (Visualforce, Lightning, Custom Object, etc.) should be assigned to an App to be seen in the Lightning Desktop in Winter’16. If you don’t assign the Custom Tab to an App, it will show up in the “All Tabs” tile under the App Launcher. • No Support for S-Controls • New Lightning Experience Styling, leverages LDS stylesheets, will look different from Aloha and S1 mobile. Partner apps will need to be tested and updated to look correct in the new experience. • No support for custom JavaScript or URL Buttons • No declarative branding in Winter’16 (logo, header/sidebar color, etc.) • You need to leverage the various style attributes (styleClass, headerClass, etc.) of Standard Visualforce <apex> tags with the SLDS classes. • Currently no way to programmatically toggle between an Aloha styled page and a Lightning styled page depending on the experience the user is in. • Person Accounts are not supported. Orgs where Person Accounts are enabled will not have the Lightning Experience Black Tab perm enabled so there is no way to enable the new experience in these orgs in Winter’16 without submitting a case to support. • Do not copy/paste markup from SLDS into Lightning Components. Leverage the design pattern and SLDS styled components published in Github. Top Salesforce Experience Changes that Impact Partners
  52. 52. Proprietary & Confidential Example of a Re-Styled Native App FinancialForce