Review Dreamforce 15 announcements like Thunder IoT and Salesforce IQ. Demo and review awesome new features in the Winter 16 release like Lightning Experience! Presented at the Nashville Salesforce Users & Developers Group on October 14, 2015.
3. Dreamforce Recap
Watch Keynotes and Sessions
http://www.salesforce.com/dreamforce/DF15/
https://www.youtube.com/user/dreamforce/videos
Tell us about your experience!
5. Salesforce IQ
Intelligence from Email
Filters & Surfaces Opptys
that need your attention
Mobile App & Chrome Extension
http://sforce.co/1OBxj68
(quick video)
6. Winter 16 Release Notes
http://docs.releasenotes.salesforce.com/
Read online, searchable, download PDF
http://trust.salesforce.com/trust/calendar
Check to see when you will be upgraded
http://sforce.co/1dUdze4
Release Readiness & Feature Adoption Group
7. NEW: Lightning Experience
Watch Global Preview - http://sforce.co/1EiGKFz
Webinar Series - http://bit.ly/1LIPt0v
Learn with Trailhead Modules
Admins – Starting with Lightning Experience
Admins – Migrating to Lightning Experience
Sales Reps – Using Lightning Experience
Developers – Lightning Experience
8.
9. Schedule Multiple Groups of Actions
And scheduled actions always use current record data
rather than the values when the action was scheduled
11. Changes to Custom Fields
More Roll-Up Summary Fields: 25 (up from 10)
Add up to 500 values to Multi-Select Picklists
Pilot: Restricted Picklists
Pilot: Global PicklistsLearn more formula & analytics tricks from SteveMo
http://www.slideshare.net/Panayainc/stevemo
14. Custom Lookup Fields on Activities
Add custom lookup fields on Task/Event obj
No longer limited to “Related To” / “Name”
Each lookup field adds new Related List
Sorts by ActivityDate DESC (can’t change)
15. Set Audit Fields on Record Create &
Update Records with Inactive Owners
New Permissions
No longer have to contact Salesforce Support!
First enable feature at Setup | User Interface
Set audit fields, such as Created By and Last Modified
By, when you create a record (API only)
Update owner and sharing-based fields on records with
inactive owners (previously you’d get error on save)
16. Notes & Attachments Finally Graduate!
Have their own dedicated Related Lists
Notes support rich-text and sharing like Files
Files support sharing and revisions and syncing
Consider migrating to Files & Notes
https://douglascayers.wordpress.com/2015/10/10/
salesforce-convert-attachments-to-chatter-files/
19. Mute Chatter Posts
Posts unmute when you
are @mentioned, or
You manually unmute post
New Muted filter to see
posts you have muted
20. Toggle Search Visibility of Custom Objects
New option on Custom Object Definition Detail page
Previously, only objects without tabs weren’t searchable
21. Access Salesforce During Maintenance
Access Salesforce in read-only mode
Browse most records and reports
Can’t add, edit, or delete data
Can’t perform any action that would modify data
22. Deployments: Choose Test Options
Choose which tests to run during deployment
For production, chosen tests must meet 75% coverage
Default – no tests to sandbox; local tests to production
Run All Tests – all non-managed & managed tests (slow)
Run Local Tests – all non-managed tests (faster)
Run Specified Tests (fastest)
25. Apex: Lock/Unlock Records
without an Approval Process
Setup | Workflows & Approvals | Process Automation Settings
Approval.lock( record )
Approval.unlock( record )
Use Cases
Process Builder or Triggers lock/unlock records per criteria
Lock records without using an approval process
26. Apex: Platform Cache
Session Cache – stores data for individual user sessions
Org Cache – stores data that any user in org can use
Cache computationally complex data to save time
get(key)
put(key, value)
contains(key)
… many more methods!
27. REQUIRESCRIPT doesn’t run on page load
The REQUIRESCRIPT resources aren’t included in the page
until the user clicks the custom JavaScript button or link
Affects things like…
Custom Home Page Links loading Google Analytics
Custom Sidebar Links that manipulate the page
Anything you didn’t plan for the user
to have to click to cause the javascript
to execute