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Spring ‘17
ISV Release Readiness
Vivek Chawla, Lizz Brooks, Hemant Jawale
Technical Evangelists
Vivek Chawla Lizz Brooks Hemant Jawale
Today’s Speakers
@VivekMChawla @LizzSFDC @HemantSFDC
Technical
Evangelists
Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may con...
High Impact
Features Demo
Reference
Cool
Features
LEX Only
Trail Guide
Lightning
Important Announcements
● Lightning Readiness
○ Apps contracted after March 1, 2017 will be REQUIRED to be
Lightning Ready...
Lightning Container Components
Feature Overview
● Host third-party JavaScript frameworks inside a Lightning component
● Co...
Lightning Design System Included in Visualforce
Feature Overview
● Visualforce pages now have native access to the Lightni...
Lightning Page Enhancements
Feature Overview
● New templates for App and Record Pages
● Enhanced Record Page assignment
○ ...
ISVforce Enhancements
Debug Apex Code in Subscriber Orgs
Feature Overview
● Debug Apex code running in your customer’s org
● Each License Manage...
Remote Sites Inactive by Default During Push Upgrades
Feature Overview
● Remote Sites created or modified by Push
Upgrades...
Shield
Event Monitoring
Feature Overview
● Hourly event logs (pilot)
● New Lightning-specific event types
○ Lightning Error, Inte...
Platform Encryption
Feature Overview
● “View Encrypted Data” user permission decoupled from Platform Encryption
● Compatib...
Apex
Apex Stub API
Feature Overview
● Apex Stub API is now Generally Available
● Supports the creation of a test mocking framew...
ConnectApi (Chatter in Apex) - Access Files Connect
Feature Overview
● New System class: ConnectApi.ContentHub
● Access Fi...
Platform on the Platform
Dynamic Picklists for Component Configuration
Feature Overview
● Developers can add dynamic picklists to
custom components...
Big Objects & Async SOQL
Improved Sync Querying
Feature Overview
● Customer-defined Composite Primary Key
○ New metadata *required* when defining
B...
Big Objects Enhancements
Feature Overview
● Inserting a record with the same PK fields
simply overwrites the data (in enti...
Async SOQL Enhancements - I
Feature Overview
● Async SOQL GA for Field Audit Trail (FAT)
● FAT customers will be provision...
Async SOQL Enhancements - II
Feature Overview
● New Aggregate Functions (Date & Arithmetic)
○ Calendar aggregate functions...
Declarative
External Service Registration for Integration
Feature Overview
● Integrate with external services without writing code
● S...
Identity
Manage Security Policies for All OAuth Connected Apps
Feature Overview
● Entry for all API connections to the org with OAu...
Oauth for IoT and OAuth device flow
Feature Overview
● Salesforce Identity now for IoT, known as Asset Tokens
● Register d...
Communities
Lightning Bolt - Packaging
Feature Overview
● Exporting and packaging a Lightning Bolt solution auto-includes
○ Login page...
Lightning Bolt - Canvas & Visualforce Component
Feature Overview
● Use Force.com Canvas based applications like Vidyard wi...
Advanced Theming With Page Level Theme Layouts
Feature Overview
● Control which theme layout is applied for individual/gro...
Mobile
Salesforce1 Mobile Performance Improvements
Feature Overview
● The underlying rendering engine of Salesforce1 has received...
Salesforce1 Mobile Offline Preferences
Feature Overview
● View and edit objects automatically synced for offline use
● Up ...
Custom Apps in Spotlight Search
Feature Overview
● Easiest way to access custom Lightning and Visualforce apps in Salesfor...
APIs
Settings and Preferences in Tooling API
Feature Overview
● Org Settings and Preferences now available via Tooling API
● To...
Lightning API
Feature Overview
● Create native mobile apps and custom web apps with own branding, look and feel
● A single...
Analytics: Reports and Dashboards
Reports and Dashboard Updates
Release Notes
Dynamic Report Filter
Parameters
Report Subscriptions Enjoy the same
Dashboard...
Analytics: Wave
Wave Bulk Actions
Feature Overview
● You can create bulk actions that apply for all
records shown in a table widget of a w...
Introducing Wave Templates
Feature Overview
● Customized Installation of Wave Apps in any Salesforce Org
● Packaging for A...
Wave Packaging with Templates
Feature Overview
● Use Wave templates to package a Wave Application
● Customer selects the p...
Prepare Datasets with Recipes
Feature Overview
● A saved set of transformations, or steps, to perform on a specific
source...
Wave Sharing
Feature Overview
● You can now leverage sharing rules in Datasets
○ Supported SObjects: Account, Opportunity,...
Wave Web & Apex SDK
Apex SDK
Feature Overview:
● Server-side integration with wave
● Allows the process builder to call a ...
Wave Null Handling
Feature Overview
● Wave now supports null values in measures, instead of replacing nulls
with zeros
● W...
Customize Display Values
Feature Overview
● You can now configure “list” and “toggle” widgets
to show values from multiple...
Automate Cross-Dataset Filters
Feature Overview
● By default, steps from the same dataset are
faceted—automatically filter...
Financial Services Cloud (FSC)
Client Relationships and Groups
Feature Overview
● Business entities like Trusts or Corporations can now be members of
Hou...
Visualize Financial Relationships
Feature Overview
● FSC relationship map component
helps advisors manage complex
househol...
Financial Service Cloud - Additional Features
Add an Individual Client to
Multiple Households
● You can now add a client
t...
Health Cloud
Wave for Health Cloud: Risk Stratification
Feature Overview
● Calculate risk scores based on the CMS HCC model using Healt...
Lead to Patient Conversion
Feature Overview
● Leads can now be converted to a patient in the Individual data model
● Allow...
Service Cloud
Lightning Service Console and CTI
Feature Overview
● Salesforce Console now available in Lightning Experience!
● New! Spec...
Field Service Lightning: Locations
Feature Overview
● Locations are now natively supported
● Model Customer/Job Sites, Inv...
Marketing Cloud
Marketing Cloud 206 Release
Note: The Marketing Cloud (ExactTarget) 206 release is not on the same schedule as the Force.c...
Recap
List of Pilots, Betas and Developer Previews
Pilots
● Customize Person Account Pages in
Lightning
● Event Monitoring: Hour...
Cool and High-Impact Changes
Cool
● Lightning API
● Lightning Container Components
● Lightning Page Enhancements
● Debug A...
Appendix
Release Resources
● Spring ‘17 Release Notes (PDF)
● Spring ‘17 Release Notes (HTML)
● Partner Community: Releases for Par...
Spring ’17 Release Overview
​Top Features
Sales
Cloud
Service
Cloud
Marketing
Cloud
App
Cloud
Commerce
Cloud
Community
Clo...
Spring ‘17 Release Milestones*
Staggered Release (R1)
Saturday, 2/3
(EU5, EU11, NA6, NA7, NA8,
NA17, NA18, NA22, NA28, NA2...
Lightning
Customize Person Account Pages in Lightning
Feature Overview
● Person Account pages in LEX
can now be customized
● Availab...
Global Actions
Feature Overview
● Create records from anywhere in
Lightning Experience
● Work on multiple records at the s...
Flow Screens in Lightning Now GA
Feature Overview
● Flow screens can now be rendered in the Lightning style
● Org-wide set...
Lightning Quotes, Orders and Duplicate Management
Feature Overview
● Orders and Quotes now natively
supported in LEX
● Dup...
Lightning for Gmail, Google Calendar, and Outlook
Feature Overview
● Save email from Gmail and Outlook in Salesforce
● Aut...
ISVforce Enhancements
Limit Access to Protected Code in Subscriber Orgs
Feature Overview
● New permission: “View and Debug Managed Apex”
● Users...
Manage Packages Inside Lightning Experience (LEX)
Feature Overview
● Packages can now be managed from
inside Lightning Exp...
Streamlined AppExchange Listings
Feature Overview
● AppExchange listings now provide more information in
a fewer clicks
● ...
Apex
Feature Overview
● Make web service callouts from chained queueable jobs
● Apex instanceOf keyword works more consistently...
Declarative
Inline Edit in List Views
Feature Overview
● Edit record data from a List View in Lightning
Value/Relevance to ISVs
● More...
Identity
Identity Verification for 2FA and Email Change
Feature Overview
● A user is now challenged for identity verification when ...
Optional Secrets in Oauth Web-Server Flows
Feature Overview
● The Secret for Web Server Flow setting in the
connected app ...
Asset Token Enhancements
Feature Overview
● From Spring ‘17, an Asset Token Event is published
rather than inserting an As...
Chatter
Redesigned Chatter Home for LEX
Feature Overview
● Chatter Home redesigned
Value/Relevance to ISVs
● More customizations a...
Mobile
Attach Content Library files to Chatter Posts
Feature Overview
● Attach files stored in content libraries when creating Ch...
Recurring Tasks
Feature Overview
● Schedule predictable events, like weekly meetings
● Specify an end date for the recurri...
Analytics: Wave
Wave XMD Changes
Feature Overview
● Extended metadata (XMD) file is a JSON document that allows an application to override...
Wave Images Packageable
Feature Overview
● Images associated with a dashboard can now
be included in a package
Value/Relev...
Financial Services Cloud (FSC)
Health Cloud
Lead to Patient Conversion
Feature Overview
● Leads can now be converted to a patient in the Individual data model
● Allow...
Service Cloud
Lightning Case Management
Feature Overview
● Case Feed gets a makeover in Lightning Experience
○ Modern, compact look for ...
Spring 17 ISV Release Readiness (February 16, 2017)
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Spring 17 ISV Release Readiness (February 16, 2017)

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Spring 17 ISV Release Readiness (February 16, 2017)

  1. 1. Spring ‘17 ISV Release Readiness Vivek Chawla, Lizz Brooks, Hemant Jawale Technical Evangelists
  2. 2. Vivek Chawla Lizz Brooks Hemant Jawale Today’s Speakers @VivekMChawla @LizzSFDC @HemantSFDC Technical Evangelists
  3. 3. Forward-Looking Statements 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 salesforce.com, 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 non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, 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. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  4. 4. High Impact Features Demo Reference Cool Features LEX Only Trail Guide
  5. 5. Lightning
  6. 6. Important Announcements ● Lightning Readiness ○ Apps contracted after March 1, 2017 will be REQUIRED to be Lightning Ready ○ Apps that are not Lightning Ready will not be listed on the AppExchange ● My Domain ○ Managed Packages with Flexipage + Lightning Components will fail on install if customer orgs do not have MyDomain enabled ○ Packages with Lightning Components (but no Flexipage) will install but won’t be usable until MyDomain is enabled Value/Relevance to ISVs ● ALL ISVs should be working towards being Lightning Ready! ● Help make sure your customers enable MyDomain Important News: Lightning Readiness and My Domain Release Notes | Trailhead p.force.com/LightningReady
  7. 7. Lightning Container Components Feature Overview ● Host third-party JavaScript frameworks inside a Lightning component ● Content is uploaded as a static resource and rendered in an iFrame ● Two-way communication between the One.app framework and the framed (non-Lightning) application Value/Relevance to ISVs ● Brings existing JavaScript IP into LEX as first class citizens ● Ideal for reusing single-page apps written in Angular, React, etc. Known Limitations ● Developer Preview - Only available in DE orgs ● Can only be used in LEX (not in Visualforce or Community Builder) ● Possible performance and scrolling issues due to use of iFrames ● Not designed for multi-page apps (no browser navigation history) Developer Preview Release Notes | Trailhead <aura:component implements="flexipage:availableForAllPageTypes"> <aura:attribute name="messageToSend" type="String"/> <aura:attribute name="messageReceived" type="String"/> <lightning:container src="{!$Resource.myReactApp + '/index.html'}" onmessage="{!c.handleMessage}"/> </aura:component>
  8. 8. Lightning Design System Included in Visualforce Feature Overview ● Visualforce pages now have native access to the Lightning Design System ● Streamlined alternative to including Lightning Design System as a static resource ● Just include the <apex:slds /> tag and you’re good to go! Value/Relevance to ISVs ● Simplifies page syntax ● Helps keep static resources below the 250-MB limit Known Limitations ● Include the scoping class slds-scope if your page sets the applyBodyTag or applyHtmlTag attribute to false Release Notes | Trailhead <apex:page standardController=”Account”> <apex:slds /> <!-- Your SLDS-styled content --> </apex:page> <apex:page showHeader="false" applyHtmlTag="false" applyBodyTag="false"> <head> <apex:slds /> </head> <!-- Include the scoping class! --> <body class="slds-scope" > Your Content... </body> </apex:page> Visualforce HTML and BODY Tags Active Visualforce HTML and BODY Tags Suppressed
  9. 9. Lightning Page Enhancements Feature Overview ● New templates for App and Record Pages ● Enhanced Record Page assignment ○ By Org (ie. Default) ○ By App ○ By Profile ○ By Record Type Value/Relevance to ISVs ● More flexible user experiences in LEX Known Limitations ● Layouts for new templates are still fixed (full customization on the roadmap!) Release Notes
  10. 10. ISVforce Enhancements
  11. 11. Debug Apex Code in Subscriber Orgs Feature Overview ● Debug Apex code running in your customer’s org ● Each License Management Org (LMO) can initiate one free ISV Customer Debugger session at a time ● New LMO permission: “View and Debug Managed Apex” Value/Relevance to ISVs ● Direct access to debug customers makes support and troubleshooting easier Known Limitations ● Feature is available only to eligible Salesforce partners ● Debugging sessions can only be initiated for sandbox orgs ● Must use Force.com IDE plug-in for Eclipse to debug Release Notes | Documentation
  12. 12. Remote Sites Inactive by Default During Push Upgrades Feature Overview ● Remote Sites created or modified by Push Upgrades are now set to “Inactive” by default ● Subscriber admin must now explicitly approve and activate any new Remote Sites Value/Relevance to ISVs ● Improved security for ISV customers ● Enhanced Trust Release Notes
  13. 13. Shield
  14. 14. Event Monitoring Feature Overview ● Hourly event logs (pilot) ● New Lightning-specific event types ○ Lightning Error, Interaction, Page View, Performance ● Enhanced “Login As” event type ○ Show a user’s click-path when using “Login As” ● New LOGIN_STATUS field ○ Identify unsuccessful login attempts Value/Relevance to ISVs ● ​Deep insight into what’s happening in an org Known Limitations ● Event Monitoring Wave App doesn’t support hourly events Release Notes | Trailhead
  15. 15. Platform Encryption Feature Overview ● “View Encrypted Data” user permission decoupled from Platform Encryption ● Compatibility with Flows and Process Builder (Pilot) ● Extend encryption to Chatter feeds (Open Beta) and Analytics Cloud (Pilot) ● Manage search index encryption keys ● Search index encryption available in Government Cloud Value/Relevance to ISVs ● Platform Encryption secures customer data-at-rest ● Partner apps need to be tested to ensure compatibility with Platform Encryption Known Limitations ● No filtering (reports, listviews, etc.) by encrypted fields ● No referencing encrypted fields in SOQL WHERE clause ● No encryption of extended clouds (Marketing, Pardot, Heroku, etc.) Release Notes | Trailhead
  16. 16. Apex
  17. 17. Apex Stub API Feature Overview ● Apex Stub API is now Generally Available ● Supports the creation of a test mocking framework ● Use existing third-party frameworks (like ApexMocks from FinancialForce) or create your own Value/Relevance to ISVs ● Supports true unit testing ● Using a mocking framework can dramatically improve the time it takes to run Apex tests Known Limitations ● Exclusive to Apex (no mocking inside Lightning components) ● Only works within your namespace ● Can’t mock {get; set;} properties ● Can’t use certain return types Release Notes
  18. 18. ConnectApi (Chatter in Apex) - Access Files Connect Feature Overview ● New System class: ConnectApi.ContentHub ● Access Files Connect content inside Apex ○ Retrieve, update, and create supported ● List repositories, folders, and files ● Generate file previews Value/Relevance to ISVs ● Native Apex access to Files Connect simplifies development of solutions that leverage Files Connect Known Limitations ● Be aware of heap size governor limits when working with large files in Apex Release Notes
  19. 19. Platform on the Platform
  20. 20. Dynamic Picklists for Component Configuration Feature Overview ● Developers can add dynamic picklists to custom components Value/Relevance to ISVs ● Better options for creating flexible components ● Gives customer admins better configuration options Known Limitations ● No support for dependent picklists ● Picklist isn’t multi-select Release Notes
  21. 21. Big Objects & Async SOQL
  22. 22. Improved Sync Querying Feature Overview ● Customer-defined Composite Primary Key ○ New metadata *required* when defining BigObjects ○ Use <indexes> tag for creating the key ● Synchronous SOQL can now be filtered based on indexed fields (not just ID) ● e.g. Looking up phone numbers in a phone book. (BigObject: PhoneBook) Value/Relevance to ISVs ● Increased ability to query custom BigObjects via regular synchronous SOQL queries Pilot Release Notes
  23. 23. Big Objects Enhancements Feature Overview ● Inserting a record with the same PK fields simply overwrites the data (in entirety) ● If dataset partially loaded, entire dataset can be retried without risk of duplication ● Re-insert capabilities ● e.g. Managing PhoneBook data Value/Relevance to ISVs ● Bulk loads less error-prone and easier to manage ● Easier to manage data and ensure data integrity with upsert-like operation and semantics Pilot Release Notes
  24. 24. Async SOQL Enhancements - I Feature Overview ● Async SOQL GA for Field Audit Trail (FAT) ● FAT customers will be provisioned with Async SOQL capacity: ○ Max 2 concurrent Async SOQL queries ○ Max 10 Async SOQL queries in a rolling 24-hour window ● GA support for Async SOQL queries against FieldHistoryArchive object Value/Relevance to ISVs ● Solves the pain point of querying large amounts of data in Salesforce Known Limitations ● Requires FAT or Shield License ● Note: Async SOQL for all other standard and custom objects is still in Pilot Release Notes
  25. 25. Async SOQL Enhancements - II Feature Overview ● New Aggregate Functions (Date & Arithmetic) ○ Calendar aggregate functions ■ e.g. Count the total # of field updates/month ○ MIN/MAX aggregate functions ■ e.g. Identify earliest and most recent field changed/user ● Insert Upsert operations ○ Mention the “operation” and “targetObject” explicitly Value/Relevance to ISVs ● Perform date and arithmetic and aggregate operations Pilot Release Notes Explicitly called out operation as a parameter Results inserted on specified target object
  26. 26. Declarative
  27. 27. External Service Registration for Integration Feature Overview ● Integrate with external services without writing code ● Setup > Integrations ● 5 Step wizard to register an external service ● Use registered external services as Apex Actions in Flow ● Upgradeable (including push upgrades) Value/Relevance to ISVs ● Eases integration of composite apps ● Low code integration ● Upgradeable Known Limitations ● Only supports the interagent JSON schema format to describe the external webservice Beta Release Notes | Trailhead Registered external services as Apex Actions
  28. 28. Identity
  29. 29. Manage Security Policies for All OAuth Connected Apps Feature Overview ● Entry for all API connections to the org with OAuth ● Control session timeout, pin protect and assurance level ● Control who can access and how frequently ● Control IP restriction and mobile PIN requirement ● Install/Uninstall link available Value/Relevance to ISVs ● More Security options to control the Connected Apps ● Raises trust amongst ISV’s customers One screen to manage OAuth Policies for all Connected Apps Release Notes | Trailhead Manage policies by clicking ‘View App Info’ if OAuth connected app has been installed If App not installed, click Install to create a local record to configure
  30. 30. Oauth for IoT and OAuth device flow Feature Overview ● Salesforce Identity now for IoT, known as Asset Tokens ● Register devices, identify, and associate them with CRM data ● Connect smart devices to Salesforce with OAuth device flow Value/Relevance to ISVs ● Authenticate Salesforce registered Assets (Devices) in IoT for IoT usage using Salesforce Asset Tokens ● Reduce cost and complexity by avoiding the need to implement a separate device authentication platform Release Notes 1. User goes to app on device and clicks login 2. App kicks off device flow and gives URL & code 3. User goes to URL on other device, enters verification code OAuth device flow allow customers to develop authentication flows for devices that don’t have convenient entry input
  31. 31. Communities
  32. 32. Lightning Bolt - Packaging Feature Overview ● Exporting and packaging a Lightning Bolt solution auto-includes ○ Login pages ○ Page-level properties ○ Theme layout properties and types ● Now use the Unified File Picker to access files in any Salesforce Files Library ● Salesforce Files can also be packaged in the Lightning Bolt Solution Value/Relevance to ISVs ● More flexibility for ISV developers and save on implementation time for customers ● Allows users of the Lightning Bolt Builder to re-use Salesforce Files in the org Deploy next generation communities and portals faster Release Notes
  33. 33. Lightning Bolt - Canvas & Visualforce Component Feature Overview ● Use Force.com Canvas based applications like Vidyard within Lightning-based Communities ● Use Visualforce lightning component and Custom Visualforce Actions, Links and Buttons Value/Relevance to ISVs ● Include Visualforce customizations in the lightning bolt solutions and lightning-based communities Known Limitations ● VF pages which have wave:dashboard tags aren’t fully supported in communities Release Notes
  34. 34. Advanced Theming With Page Level Theme Layouts Feature Overview ● Control which theme layout is applied for individual/group of page(s) ● Available through the Lightning Bolt Builder; no coding required ● ISV’s can create multiple custom theme layouts for customers to configure and use with their packaged Lightning Bolt templates Value/Relevance to ISVs ● Deliver a rich, immersive and personalized experience Known Limitations ● 100 custom theme layout types in any one community Release Notes
  35. 35. Mobile
  36. 36. Salesforce1 Mobile Performance Improvements Feature Overview ● The underlying rendering engine of Salesforce1 has received its most significant upgrade to date ○ Increased page loading speed by up to 30% ○ Decreased memory usage up to 50% ○ Resolution of many long-standing web content known issues Value/Relevance to ISVs ● Salesforce1 mobile app pages will load significantly faster, and will use much less memory ● Users will have a smoother, faster, and more stable experience Known Limitations ● iOS only 10.0 and above (not available on Android or S1 Mobile Web) ● Requires upgrade to Salesforce1 v.12 for iOS ● ​Potentially requires updates to existing VisualForce pages Knowledge Article
  37. 37. Salesforce1 Mobile Offline Preferences Feature Overview ● View and edit objects automatically synced for offline use ● Up to 7 objects and 15 page layouts/object can be synced ● 30 records will also be synced for each enabled object ● 5 most frequently used objects, tasks and dashboards selected by default for the sync Value/Relevance to ISVs ● Customers can now use the ISV's Salesforce1 Mobile apps offline Release Notes Edit items to be syncd Preferences user and device specific
  38. 38. Custom Apps in Spotlight Search Feature Overview ● Easiest way to access custom Lightning and Visualforce apps in Salesforce1 ● Users swipe down on the home screen, start typing the name of the app, and tap on the name when it appears in the search results Value/Relevance to ISVs ● With iOS's Spotlight Search, users can quickly and easily access custom apps in Salesforce1 Known Limitations ● iOS only (not available on Android or S1 Mobile Web) ● Requires upgrade to Salesforce1 v.12 for iOS; available Feb. 2017 in the Apple AppStore Release Notes
  39. 39. APIs
  40. 40. Settings and Preferences in Tooling API Feature Overview ● Org Settings and Preferences now available via Tooling API ● Tooling API provides an SObject interface to Salesforce Metadata a.k.a. Setup Data Key Capabilities ● REST & SOQL: tooling API provides a REST and SOQL interface to access and query for this information and data ● Fined Grain Control: Org Settings and Preferences have been exposed in the API, so that the user can interact with one or more settings at a time Value/Relevance to ISVs ● More choice, Updated Interface, Improved Interaction Known Limitations ● Settings and Preferences are owned by the customer and these values should not be packaged Release Notes
  41. 41. Lightning API Feature Overview ● Create native mobile apps and custom web apps with own branding, look and feel ● A single REST request returns enough metadata, layout information, and data to display, edit, or create a record ● Lightning API supports most objects that are available in Lightning Experience ● Behind the scenes, Salesforce does the heavy lifting: ○ Checks field-level security settings, sharing settings, and perms ○ Makes SOQL queries to get record data ○ Gets object metadata, theme and layout information ● Returns result in JSON Value/Relevance to ISVs ● Easier for developers to build advanced Lightning mobile and desktop apps that have significant customisation/branding Developer Preview Release Notes | Lightning API
  42. 42. Analytics: Reports and Dashboards
  43. 43. Reports and Dashboard Updates Release Notes Dynamic Report Filter Parameters Report Subscriptions Enjoy the same Dashboard Charts in Lightning Expand a Dashboard component Follow Dashboards & Share Components on Chatter Custom links in Lightning can now override report filter values Reports Scheduling is now possible thanks to the Report Subscriptions feature View Chart Parity with Salesforce Classic See your dashboard data in more detail Share Dashboard Charts by Posting Them to Chatter in Lightning Experience
  44. 44. Analytics: Wave
  45. 45. Wave Bulk Actions Feature Overview ● You can create bulk actions that apply for all records shown in a table widget of a wave dashboard ● The table will call a VF page where you've stored the logic for the bulk action ○ Ex: Table with list of patients who haven't seen their doctor in 2 years ○ Bulk action for end customer to email each patient a reminder Value/Relevance to ISVs ● ISV can make their dashboard table widgets more actionable Release Notes
  46. 46. Introducing Wave Templates Feature Overview ● Customized Installation of Wave Apps in any Salesforce Org ● Packaging for All Application Assets: ○ Dashboards, Lenses, Dataflows, XMD, Schema, CSV Data ● Declarative Wizard: ○ Ask questions and get answers ● JSON-based Rules Engine: ○ Customize assets based on answers ● Apex class support: ○ Modify before running the wizard ● Upgrade: ○ Support for newer version of template Beta Release Notes
  47. 47. Wave Packaging with Templates Feature Overview ● Use Wave templates to package a Wave Application ● Customer selects the partner's template, answers a series of questions the partner application needs in order to customize the template based on the customer needs, and then the application is created will all assets ○ Supports packaging for all Wave App Assets: Dashboards, Lenses, dataflow, XMD, Schema, CSV Data, Images ○ End Customer declarative wizard ○ Upgrade support of template Value/Relevance to ISVs ● Closes some of the gaps with current wave packaging ○ Customers can now customise the application once created ○ Partners can include CSV data ○ Partner can upgrade template without overriding customer's application like sales/service wave does Pilot Release Notes
  48. 48. Prepare Datasets with Recipes Feature Overview ● A saved set of transformations, or steps, to perform on a specific source dataset or replication ● Combine data from different sources, and modify field values to ensure consistency in the newly created dataset ● When running a recipe, the transformations is applied and outputs the results to a new target dataset Value/Relevance to ISVs ● Easier to prepare data ● Allows to do some transformation/manipulation of the dataset through the UI, not just via JSON ● Can schedule recipes to run on a recurring basis to keep the target dataset up to date Release Notes
  49. 49. Wave Sharing Feature Overview ● You can now leverage sharing rules in Datasets ○ Supported SObjects: Account, Opportunity, and Custom Objects ○ Coverage levels vary: testing will be required to determine sharing rule coverage Value/Relevance to ISVs ● Datasets can use the user's and org wide salesforce sharing rules so they see only the records that have access to on the Force.com side ● No need to manually define dataset sharing rules Pilot
  50. 50. Wave Web & Apex SDK Apex SDK Feature Overview: ● Server-side integration with wave ● Allows the process builder to call a Wave Query ● Result of the query can then be used to continue on through the flow ● Process builder is primary target ○ REST API calls are asynchronous ○ Limits the ability to use Wave query in workflows Value/Relevance to ISVs ● Allows a business process to take a wave query into considerations and then take the next action in the flow Pilot Web SDK Feature Overview: Web SDK ● Custom UI integration for Wave dashboards ● Wave dashboards can be embedded into lighting app, VF page, or external websites Value/Relevance to ISVs ● New way for partners to extend wave into their 3rd party applications, custom website, and more integrated into force.com
  51. 51. Wave Null Handling Feature Overview ● Wave now supports null values in measures, instead of replacing nulls with zeros ● When you create or update a dataset, any blank measure values in your data need to be replaced with concrete values, when no value is set, Wave replaces with nulls ● Calculations ○ Old Way results in wrong calculation ○ New Way to replace blanks with "null" for proper calculations Value/Relevance to ISVs ● Ensures accuracy in data calculations Release Notes
  52. 52. Customize Display Values Feature Overview ● You can now configure “list” and “toggle” widgets to show values from multiple fields ● Ex: Image shows the creation of a toggle (radio button) widget using values from 3 merged fields: Case Priority, Opportunity Name, and Opportunity Amount Value/Relevance to ISVs ● ISV can create more informative toggle selectors Release Notes
  53. 53. Automate Cross-Dataset Filters Feature Overview ● By default, steps from the same dataset are faceted—automatically filtering each other ● Connect different datasets or static steps in a Wave designer dashboard to facet them Value/Relevance to ISVs ● Easier for ISV to build dashboards than previously was with JSON Known Limitations ● You can’t connect static steps that specify date and measure ranges Release Notes
  54. 54. Financial Services Cloud (FSC)
  55. 55. Client Relationships and Groups Feature Overview ● Business entities like Trusts or Corporations can now be members of Household Groups and included in rollups ● Relationships Builder provides easy creation and maintenance of Groups and Relationships Value/Relevance to ISVs ● Group Builder component is designed to provide users with an easy way to create and maintain ● Ability to group membership and Relationships, without having to build custom objects Known Limitations ● Settings and Preferences are owned by the customer and should not be packaged ● Can only include the same business entity in one household group Release Notes | Release Notes 2
  56. 56. Visualize Financial Relationships Feature Overview ● FSC relationship map component helps advisors manage complex households and relationships ● Provides a visual model of relationships between people, households and business entities ● Advisors can make changes directly in the relationship map Value/Relevance to ISVs ● Allows users to create new or modify existing relationships and navigate between records right from the Component Release Notes
  57. 57. Financial Service Cloud - Additional Features Add an Individual Client to Multiple Households ● You can now add a client to multiple households ● You can roll up summary fields only to the client’s primary group Get Timely Alerts About Financial Accounts ● An external core financial system can now push financial account alerts to FSC so advisors can keep up with critical information about their clients’ financial accounts ● Three alert types are available: Error, Warning, and Info Create Cases from Financial Accounts ● A Financial Services Cloud advisor can now create a case from a client’s financial account so the advisor can see the case from the financial accounts page or the client’s profile page Release Notes Release Notes Release Notes
  58. 58. Health Cloud
  59. 59. Wave for Health Cloud: Risk Stratification Feature Overview ● Calculate risk scores based on the CMS HCC model using Health Cloud ● Slice and dice patient population to determine highest risk patients with Wave Analytics ● Allows organizations to identify patients to focus on via Health Cloud and proactively manage risk Value/Relevance to ISVs ● Proactively manage identified high-risk patients and provide preventative care to reduce over-consumption of expensive healthcare resources Known Limitations ● The risk scoring algorithm strictly uses the CMS HCC algorithm, which only uses diagnoses and certain demographics data ● The loop from Wave back into HealthCloud will only be available with 208 release Release Notes
  60. 60. Lead to Patient Conversion Feature Overview ● Leads can now be converted to a patient in the Individual data model ● Allows seamless support from patient acquisition through enrollment in Health Cloud Sample Use Case: Clinical Administrator - Quickly convert a Lead into a patient ● Example: I would like to enroll a person that called the call center in a chronic condition program Value/Relevance to ISVs ● Seamless Patient Acquisition through Enrollment: support for conversion from Leads into patients in the Individual data model. Leads can be acquired in Sales Cloud, Service Cloud and from an EHR Release Notes Convert Lead to Patient Access Leads from within Health Cloud
  61. 61. Service Cloud
  62. 62. Lightning Service Console and CTI Feature Overview ● Salesforce Console now available in Lightning Experience! ● New! Specialized Lightning Components for Console ○ Related Record Component ○ Related List Component ○ History Component ● Support for Open CTI in Lightning Console Value/Relevance to ISVs ● Finally brings one of the most asked-for features to Lightning! Known Limitations ● Only available to Sales and Service Cloud users Release Notes | Article
  63. 63. Field Service Lightning: Locations Feature Overview ● Locations are now natively supported ● Model Customer/Job Sites, Inventory Locations, Van Stock, etc ● New objects include ○ Product Items ○ Products Required ○ Products Consumed ○ Product Item Transaction Value/Relevance to ISVs ● Allows users to model Customer Sites, Inventory Locations, Van Stock, etc Release Notes | Trailhead
  64. 64. Marketing Cloud
  65. 65. Marketing Cloud 206 Release Note: The Marketing Cloud (ExactTarget) 206 release is not on the same schedule as the Force.com 206 release and is instead targeted for Jan 27th 2017. The release notes are available to customers and partners either on the release date or shortly after Release Notes | Trailhead Krux Data Management Platform (DMP) Marketing Cloud Connect with Lightning Data Sync Marketing Cloud Mobile App with Lightning UI Social Studio Support for Facebook Reviews Reusable Code Snippets in Email The world's leading DMP is now part of Salesforce Marketing Cloud Now it’s even easier to access all your customer data Lightning user experience is now available for both Android and iOS Actively manage your brand's reputation on Facebook Create emails even faster by reusing code snippets
  66. 66. Recap
  67. 67. List of Pilots, Betas and Developer Previews Pilots ● Customize Person Account Pages in Lightning ● Event Monitoring: Hourly event logs ● Platform Encryption: Compatibility with Flows and Process Builder ● Platform Encryption: Analytics Cloud ● Improved Sync Querying ● Big Objects Enhancements ● Upsert Semantics ● Async SOQL Enhancements ● Oauth for IoT and OAuth device flow ● Wave packaging with templates ● Wave sharing ● Wave web and Apex SDK Betas ● External Service Registration ● Lightning for Gmail, Google Calendar, and Outlook - Open Beta ● Platform Encryption: Extend encryption to Chatter feeds - Open Beta ● Introducing Wave Templates ● Wave templates packaging Developer Previews ● Lightning API ● Lightning Container Components
  68. 68. Cool and High-Impact Changes Cool ● Lightning API ● Lightning Container Components ● Lightning Page Enhancements ● Debug Apex Code in Subscriber Orgs ● Async SOQL Enhancements ● Oauth for IoT and OAuth device flow ● Lightning Bolt - Canvas & Visualforce Component ● Salesforce1 mobile offline preferences ● Settings and preferences in tooling API High-Impact ● Lightning Readiness and My Domain ● Lightning Bolt - Packaging ● Manage Security Policies for All OAuth Connected Apps ● Wave null handling
  69. 69. Appendix
  70. 70. Release Resources ● Spring ‘17 Release Notes (PDF) ● Spring ‘17 Release Notes (HTML) ● Partner Community: Releases for Partners
  71. 71. Spring ’17 Release Overview ​Top Features Sales Cloud Service Cloud Marketing Cloud App Cloud Commerce Cloud Community Cloud Analytics Cloud Quip Financial Services Cloud Automated Activity Capture Sales Console (Beta) Forecasting in Lightning More Kanban & Path Account & Campaign Hierarchies Salesforce LiveMessage Lightning Experience for Service (Beta) Field Service Lightning iOS Mobile App Parts, Inventory, and Van Stock Omni-Channel Supervisor Krux Data Management Platform (DMP) Marketing Cloud Connect with Lightning Data Sync Marketing Cloud Mobile App with Lightning UI Social Studio Support for Facebook Reviews Reusable Code Snippets in Email Lightning Readiness Check Lightning List Inline Edit Record Type and Profile Assignment for Lightning Pages Lightning Global Actions Cross-Org Connector with Write Support Mobile-First SiteGenesis (Beta) Commerce Insights Facebook Dynamic Ads (Beta) Endless Aisle Customer Service Center Audience Targeting for Pages and Groups Google Analytics for Self-Service CPQ and Wave for Lightning Partner Community Personalized Chatter Streams Direct Messages Bulk Actions Data Designer with Connectors Smart Data Discovery Smart App Wizards Analytics Home Salesforce Sign-on for Quip Quip Salesforce Component Live Salesforce Data in Quip Team Spreadsheets Quip Folders Client Relationship Mapping Alerts and Cases on Client Profiles Health Cloud Wave for Health Cloud: Risk Stratification Lead to Patient Conversion Advanced Patient Segmentation
  72. 72. Spring ‘17 Release Milestones* Staggered Release (R1) Saturday, 2/3 (EU5, EU11, NA6, NA7, NA8, NA17, NA18, NA22, NA28, NA29, NA31, NA38, NA39) Pre-Release Sign-up Thursday, 12/15 Staggered Release (R0) Friday 1/13 (NA44, NA45) Sandbox Preview Release Friday, 1/6 (CS2, CS3, CS4, CS7, CS9, CS11, CS12, CS13, CS14, CS15, CS17, CS19, CS20, CS21, CS23, CS25, CS26, CS27, CS28, CS32, CS41, CS42, CS44, CS45, CS51, CS59, CS61, CS63, CS80, CS81, CS83, CS84, CS85, CS87, CS88) Saturday, 1/7 (CS5, CS31) Dec Jan Feb Preview Release Notes 12/19 Staggered Release (R2) Friday, 2/10 (EU1, EU2, EU3, EU4, EU6, EU7, EU9 NA2, NA3, NA4, NA5, NA11, NA13, NA14, NA15, NA16, NA19, NA20, NA21, NA23, NA24, NA25, NA26, NA27, NA30, NA32, NA33, NA34, NA35, NA37, NA41, NA42, NA43, NA48, CS33, CS82, CS86, CS89) Saturday, 2/11 (AP0, AP1, AP2, AP3, AP4 CS1, CS6, CS8, CS10, CS16, CS18, CS22, CS24, CS30, CS40, CS43, CS50, CS52, CS60, CS62) Release Web Site 12/23 Release Readiness LIVE Wednesday 1/18 Thursday 1/19 Sandbox Cut-off Date 1/6 *Read the Blog* MVP Webinar: Mastering Your Release Strategy, 1/10 REGISTER * All dates are subject to our Forward Looking statements - http://bit.ly/SFForwardLookingStatement ** Check the Release Community group for updates - http://bit.ly/ReleaseReadinessHome Developer Preview LIVE 1/13 View detailed schedule: status.salesforce.com/status Release Overview Deck (ROD) Available 1/9 Release Matrix Available 1/12 Trailhead Module Available 2/13
  73. 73. Lightning
  74. 74. Customize Person Account Pages in Lightning Feature Overview ● Person Account pages in LEX can now be customized ● Available because you can now assign record pages by App, Record Type, and Profile Value/Relevance to ISVs ● Makes LEX more viable for ISVs that use Person Accounts Release Notes | Trailhead
  75. 75. Global Actions Feature Overview ● Create records from anywhere in Lightning Experience ● Work on multiple records at the same time ● Built with Lightning, Visualforce, and Canvas ● Define different actions for different user profiles Value/Relevance to ISVs ● Provide users with global access to the functionality in your app Known Limitations ● Social actions associated with Chatter do not appear in the Global Actions Menu in LEX Release Notes
  76. 76. Flow Screens in Lightning Now GA Feature Overview ● Flow screens can now be rendered in the Lightning style ● Org-wide setting between Classic and Lightning styled flows Value/Relevance to ISVs ● OEM apps that use flow can be set to look better in LEX Known Limitations ● If activated, all Flow users, even those still generally in Classic, will see Flow screens rendered as Lightning screens ● Visualforce pages that include the flow:interview component still render in the Classic style even if the Lightning preference is active Release Notes
  77. 77. Lightning Quotes, Orders and Duplicate Management Feature Overview ● Orders and Quotes now natively supported in LEX ● Duplicate management for Accounts and Contacts in LEX ● Duplicate prevention of PersonAccounts in LEX Value/Relevance to ISVs ● More standard objects supported in LEX ● Continued parity between LEX and Classic Release Notes
  78. 78. Lightning for Gmail, Google Calendar, and Outlook Feature Overview ● Save email from Gmail and Outlook in Salesforce ● Automatically associates email to the right Account/Opportunity/Case or Custom Object ● Rich text formatting is preserved when looking at a Gmail/Outlook email in Salesforce ● Works in Google Calendar, too! Value/Relevance to ISVs ● Better user experience of Lightning Ready apps. Known Limitations ● Currently available for Service Cloud and Force.com users only Open Beta Release Notes
  79. 79. ISVforce Enhancements
  80. 80. Limit Access to Protected Code in Subscriber Orgs Feature Overview ● New permission: “View and Debug Managed Apex” ● Users with only “Author Apex” can no longer view obfuscated code in subscriber orgs ● Prevents LMO users from seeing protected IP when logged into subscriber orgs via the Subscriber Support Console. Value/Relevance to ISVs ● Adds fine-grained control to what users in your License Management Org can see ● Limits visibility of protected IP by LMO users Release Notes
  81. 81. Manage Packages Inside Lightning Experience (LEX) Feature Overview ● Packages can now be managed from inside Lightning Experience ● Available using the “Package Manager” item in Setup Value/Relevance to ISVs ● Improved parity between Classic and LEX for ISV developers and admins Release Notes
  82. 82. Streamlined AppExchange Listings Feature Overview ● AppExchange listings now provide more information in a fewer clicks ● Highlights, description, and media all appear on the “Details” tab ● Package Contents and Lightning Components sections provide important package details Value/Relevance to ISVs ● ISV customers are getting a better purchase / discovery experience Release Notes | Trailhead
  83. 83. Apex
  84. 84. Feature Overview ● Make web service callouts from chained queueable jobs ● Apex instanceOf keyword works more consistently with managed base packages ● Enforcement of one @testSetup method per class now fixed ● Maps of populated SObject fields now return correct values Value/Relevance to ISVs ● Enhanced Apex functionality ● More consistent behavior for certain Apex use cases ● Bug fixes! Known Limitations ● ISVs should use caution when building apps that rely on chained queueable jobs Apex Enhancements / Bug Fixes Release Notes
  85. 85. Declarative
  86. 86. Inline Edit in List Views Feature Overview ● Edit record data from a List View in Lightning Value/Relevance to ISVs ● More usage patterns for list views ● Takes away a barrier to move from Classic to Lightning Known Limitations ● Not all fields are editable Release Notes Unsaved edits highlighted in yellow Bulk save unsaved edits Row level error Field level error Error messaging in footer
  87. 87. Identity
  88. 88. Identity Verification for 2FA and Email Change Feature Overview ● A user is now challenged for identity verification when they register for 2FA (e.g. Authenticator) or change their email address ● For email address changes, users will be required to confirm their request through a link (in email) and prompted for identity verification Value/Relevance to ISVs ● Additional protection for apps and more confidence in customers towards Security ● Challenging the user is a better method than verifying credentials when there is Session Hijacking or User Credentials are stolen Release Notes User registers for 2FA, they are prompted for another identity verification
  89. 89. Optional Secrets in Oauth Web-Server Flows Feature Overview ● The Secret for Web Server Flow setting in the connected app definition can now be deselected ● Best where ​a client application can’t securely store the client secret and can’t use user-agent Auth flow ● GA on February 11, 2017 Value/Relevance to ISVs ● Greater flexibility and options for Partner Apps ● Client API implementations can now use this flow without the requirement to store secrets on insecure devices Release Notes 1. Created connected App and uncheck new option 2. Secret is still created
  90. 90. Asset Token Enhancements Feature Overview ● From Spring ‘17, an Asset Token Event is published rather than inserting an Asset Token row Value/Relevance to ISVs ● Perform custom business logic through triggers that subscribe to asset token events Release Notes 1. Setup asset token under Oauth section in connected apps 2. Clients make asset token request 3. Asset token created, linked to Asset object and invokes a platform event
  91. 91. Chatter
  92. 92. Redesigned Chatter Home for LEX Feature Overview ● Chatter Home redesigned Value/Relevance to ISVs ● More customizations available ● Features supported in LEX ● Available in Lightning Communities Get a customized view of what’s most important Release Notes | Trailhead Company Highlights replaces All Company Feed Chatter Streams Recent Group List Share a post Type indication
  93. 93. Mobile
  94. 94. Attach Content Library files to Chatter Posts Feature Overview ● Attach files stored in content libraries when creating Chatter posts ● Tap on attachment button, select Salesforce Files, and select Libraries Value/Relevance to ISVs ● ISV's customers can now attach files stored in Content Libraries when creating a Chatter post Known Limitations ● iOS only (not available on Android or S1 Mobile Web) ● Requires upgrade to Salesforce1 v.12 for iOS; available Feb. 2017 in the Apple AppStore Release Notes
  95. 95. Recurring Tasks Feature Overview ● Schedule predictable events, like weekly meetings ● Specify an end date for the recurring task, or click the "Calculate Latest Date" link below the "End Date" field Value/Relevance to ISVs ● ISV's customer users can now easily create recurring Tasks Known Limitations ● Available for iOS and Android Release Notes Repeat Tasks: - Daily, weekly, monthly and yearly - Weekly on a day/s of a week - Monthly on a day
  96. 96. Analytics: Wave
  97. 97. Wave XMD Changes Feature Overview ● Extended metadata (XMD) file is a JSON document that allows an application to override certain metadata for a dataset ○ Is now Packageable and supports migration tools ○ Now uses XMD 2.0 instead of 1.1 ■ Recommended to update all dataset XMD files to use new 2.0 syntax Value/Relevance to ISVs ● Can now be packageable ● Partners need to update any current usage of XMD files (see release notes for details) ● If moving datasets between orgs for development purposes with migration tool, now include these files, making migration easier Release Notes 1 | 2
  98. 98. Wave Images Packageable Feature Overview ● Images associated with a dashboard can now be included in a package Value/Relevance to ISVs ● Can now be packageable ● Relevant to existing wave partners Release Notes
  99. 99. Financial Services Cloud (FSC)
  100. 100. Health Cloud
  101. 101. Lead to Patient Conversion Feature Overview ● Leads can now be converted to a patient in the Individual data model ● Allows seamless support from patient acquisition through enrollment in Health Cloud Sample Use Case: Clinical Administrator - Quickly convert a Lead into a patient ● Example: I would like to enroll a person that called the call center in a chronic condition program Value/Relevance to ISVs ● Seamless Patient Acquisition through Enrollment: support for conversion from Leads into patients in the Individual data model. Leads can be acquired in Sales Cloud, Service Cloud and from an EHR Release Notes Convert Lead to Patient Access Leads from within Health Cloud
  102. 102. Service Cloud
  103. 103. Lightning Case Management Feature Overview ● Case Feed gets a makeover in Lightning Experience ○ Modern, compact look for feed items ○ Quickly understand case progression at a glance ● Case Assignment checkbox now visible in Lightning Experience ○ Allows agents to trigger assignment rules manually when editing/creating cases ● Other improvements ○ Web-to-Case reCaptcha ○ Email-to-Case assignment to Queue Value/Relevance to ISVs ● As feature parity improves, more customers will make the change to LEX Release Notes

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