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Dreamforce Recap &
Winter 16 Release Notes
Nashville Salesforce Users & Developers Group
October 14, 2015
Doug Ayers
4 x Salesforce Certified
Senior Developer @ Virsys12
@DouglasCAyers
github.com/DouglasCAyers
douglascayers.wordpress.com
Dreamforce Recap
Watch Keynotes and Sessions
http://www.salesforce.com/dreamforce/DF15/
https://www.youtube.com/user/dreamforce/videos
Tell us about your experience! 
Salesforce Thunder
Event Processing Engine
Connected Devices
If..Then.. Actions
http://sforce.co/1LLV9a1
(quick video)
Salesforce IQ
Intelligence from Email
Filters & Surfaces Opptys
that need your attention
Mobile App & Chrome Extension
http://sforce.co/1OBxj68
(quick video)
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
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
Schedule Multiple Groups of Actions
And scheduled actions always use current record data
rather than the values when the action was scheduled
Replicate a Picklist Field in a Flow Screen
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
Restricted Picklists (pilot)
Global Picklists (pilot)
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)
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)
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/
Chatter Rich-Text Posts
Mute Chatter Posts
Mute Chatter Posts
Posts unmute when you
are @mentioned, or
You manually unmute post
New Muted filter to see
posts you have muted
Toggle Search Visibility of Custom Objects
New option on Custom Object Definition Detail page
Previously, only objects without tabs weren’t searchable
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
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)
Sandbox Enhancements
Auto Activate New Sandboxes – don’t wait
Let Users Manage Sandboxes without
“Modify All” permission – non-admins
Apex: Set Who Receives Exception Emails
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
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!
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
Writable External Objects!
Thank You!

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Dreamforce 15 Recap & Winter 16 Release Notes

  • 1. Dreamforce Recap & Winter 16 Release Notes Nashville Salesforce Users & Developers Group October 14, 2015
  • 2. Doug Ayers 4 x Salesforce Certified Senior Developer @ Virsys12 @DouglasCAyers github.com/DouglasCAyers douglascayers.wordpress.com
  • 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! 
  • 4. Salesforce Thunder Event Processing Engine Connected Devices If..Then.. Actions http://sforce.co/1LLV9a1 (quick video)
  • 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
  • 10. Replicate a Picklist Field in a Flow Screen
  • 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)
  • 23. Sandbox Enhancements Auto Activate New Sandboxes – don’t wait Let Users Manage Sandboxes without “Modify All” permission – non-admins
  • 24. Apex: Set Who Receives Exception Emails
  • 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