Here we have presented our top picks from lightning,sales, service,analytics,customization and development features in the Salesforce Winter'17 release notes.This upcoming release will definitely enhance the developing experience.

1. OUR TOP PICKS
FROM SALESFORCE
WINTER’17 RELEASE

2. LIGHTNING
FEATURES

3. Lightning Navigation
Navigation menu is a horizontal
navigation bar at the top of the page
• The app name displays on the left side of
the navigation bar (1).
• Custom colours and branding (2) make
each app unique and easy to identify.
• Users can access other items and
apps by clicking the App Launcher icon
(3) or the app name.
• Users can create records and access
recent records and lists directly from the
navigation bar (4) for items like
Opportunities.
Manage apps for Lightning Experience with
Lightning Experience App Manager
• Create Lightning apps or connected apps (8).
• “ee if o e’s Classi apps a e a essi le to thei
users in Lightning Experience (9).
• Edit, delete, or upgrade Classic apps to take
advantage of all the benefits of apps in Lightning
Experience (10).
• App can be given a name, primary colour can be set,
and a logo can be uploaded.
• It a e spe ified hi h ite s appea i the app’s
navigation bar, and apps can be assigned to user
profiles.
1
3
2

4. Launch a Lightning Component from an Action
To create a Lightning component action :
• Select Lightning Component from the Action Type drop-down list while creating either a global or object-specific
action.
• Light i g o po e t a tio s a e added to a o je t’s page la out usi g the page la out edito .
• If one has Lightning component actions in their org, they can find them in the Salesforce1 & Lightning Actions
category.
Available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions

5. Field-Level Help in Lightning Experience
• This feature is available in Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.
• View help by hovering over the info icon next to a field.
• Field-level help in Lightning Experience is supported across all browsers.
• It shows up regardless of your screen size, the data type of the field, or the location of the field in your layout.

6. SALES
FEATURES

7. News Has Arrived for Contacts
• This feature is available in Lightning Experience and all versions of the Salesforce1
mobile app.
• Available in: Group, Performance, Enterprise, Unlimited
and Professional Editions
• Ne s ite s a e sele ted ased o the o ta t’s elated a ou t, its e e uti es,
and its industry, and come from US-based sources.
• News is enabled for both new and existing orgs, but you might need to add the
News component to your contact page layouts. You can disable news for all
objects on the Account Settings page in Setup.
Account Insights Is Now Called News
• This feature is available in Lightning Experience and all versions of the
Salesforce1 mobile app
• Now Sales Reps also get news on contacts and lead records. They can share
individual news articles on Chatter.

8. Relating a Contact to Multiple Accounts
• Person accounts can be indirectly related to business accounts.
• Triggers are now supported for the Account Contact Relationship object.
• Validation rules are now supported for the Account Contact Relationship
object.

9. Identification and Merging of Duplicate Leads in Lightning Experience
• Available in: Professional, Enterprise, Performance, and Unlimited
Editions with the Sales Cloud
• This feature is available in both Lightning Experience and Salesforce Classic.
• Data Quality have been improved greatly .
• It gives the sales reps the ability to resolve duplicate lead records as soon as they
discover them.
• Salesforce identifies key field differences across multiple records and lets a sales
representative merge the best information from the top three records.

10. Add Products with Schedules in Lightning Experience
• This feature is available in Lightning Experience and all versions of the
Salesforce1 mobile app.
• Products can be added with revenue or quantity schedules to opportunities
anywhere, any time.
• When sales representatives add a product with an established revenue or
quantity schedule, the established schedule is added to the opportunity line item.
Adding Quotes to Opportunities in Lightning Experience
• This feature is available in both Lightning Experience and Salesforce Classic.
• Helps displa the p i es of the o pa ’s p odu ts a d se i es to usto e s.
• Sales representatives can create and edit quotes and quote line items, add quotes
to opportunities, and save quotes as PDFs.

11. Kanban : Track and Manage Leads, Contracts, and Campaigns Visually
• This feature is available in Lightning Experience only.
• Sales reps can more effectively monitor their progress with leads,
contracts, and campaigns using the Kanban-style visual layout they
use for their opportunities.
• To access the Kanban view, select Kanban from the Display menu. If
the list ie ou’ e ie i g i ludes ultiple e o d t pes, filte fo a
single record type to load your records in the Kanban view.
• Re ui ed fields a e ’t lo ke s a o e. No eps a fill i fields
required to move a record to a different stage or status from within
the Kanban view.
• Now sales reps can edit or delete records from the Kanban view.

12. List Views: Gets the Job Done Quicker with Inline Edit and Mass Actions in Lightning Experience
Optimize Clicks & Time by Editing Online Quickly add multiple members to a campaign
Take ownership of multiple leads at once
1 2
3

13. ANALYTICS
FEATURES

14. Filter Reports by Role Hierarchy in Lightning Experience
• Helps to see all the opportunities manages by the sales team in a particular region
ex- East.
• Filtering your opportunity report by role hierarchy lets one view opportunities owned
by representatives who work for specific managers or in specific roles.
• Once the role hierarchy filter is set to Manager Sales - east, the report returns
opportunities owned by all the western sales managers plus everyone who reports
upto them.
• To return the opportunities of a specific eastern sales manager, the role hierarchy
filter is filtered by selecting a person.

15. SERVICE
FEATURES

16. Change the Case Owner Using a Quick Action or a Macro
• Ma os a e ’t a aila le i Light i g E pe ie e o “alesfo e1.
• Previously, agents had to navigate to the Case Detail page to change the field. The Case Owner field is now available in quick actions in
Salesforce Classic, Lightning Experience, and all versions of the Salesforce1 mobile app
Case owner can be changed in two ways :
• Adding a quick action to the actions bar so that agents can quickly change the field and transfer the case.
• Adding the field as a sidebar lookup component on the console. Agents can change the case owner by clicking inside the field or by clicking
the blue icon.

17. • In Lightning Experience and Salesforce1 users can see case contact information on case pages if the contact
fields are included on the case page layout.
• The Contact Phone, Contact Email, Contact Fax, and Contact Mobile fields are now available in Lightning
Experience and in all versions of the Salesforce1 mobile app.
• When agents change the case contact in Lightning Experience, the contact fields are automatically updated
to show the information associated with the new contact.
View All Contact Fields on Case Pages

18. Social Customer Service
Social Post and Persona Home pages available in Lightning Experience : Social post and Persona Tabs can be accessed without leaving Lightning experience.
Case Feed Social actions available : Like, unlike, view source, and delete social media from the case feed while in Lightning Experience.
Instagram Generally Available : “e i es a o e deli e ed o usto e ’s fa ou ite so ial ha el. “uppo t fo I stag a is o ge e all a aila le.
Sync social accounts faster : Upto 2000 social accounts can be synced faster with 500 accounts viewable per page. This feature is available in Salesforce Classic only.
Facebook Reply without the Original Post - Agents can save time replying directly to a Facebook comment without the tedious task of importing the original post into Salesforce.
An End To LinkedIn Pilot : The LinkedIn pilot program is no longer supported due to LinkedIn policy changes.

19. CUSTOMIZATION & DEVELOPMENT
FEATURES

20. Visual Workflows going Lightning
Running Flows with a Lightning Skin
(Beta)- Once Beta is enabled, all the
URL-based flows render using the
Lightning runtime instead of the
Classic runtime
Now flows can be added to any Lightning
Page—App pages, Record pages, and Home
pages alike. All Lightning Pages are available
in Lightning Experience
• Flow screens can be displayed in
two columns. Layouts of those
screens can be broken by
rendering specific flows in two
columns.
• This feature is available in
Lightning Experience, Salesforce
Classic, and all versions of the
Salesforce1 mobile app.
Look and Feel of Flow Interviews
can be customized with the REST
API (Pilot).
1 2 3
4

21. Invoke Processes and Access More Fields with Process Builder
• We can create a process that another process can invoke. One
can reuse sections of your processes.
• Save time by building one invocable process, call it from
multiple processes or from multiple action groups in the same
process.
Fields on an owner can be accessed from
Process builder, such as to reference the email
o a e of a ase’s o e
The e olu has ee added to list ie of p o esses as P o ess T pe
Values: 1. invocable :- Process can triggered from another process 2.
BLANK :- Process can not called by another process.
1
2
3

22. AppExchange: Introducing the Integrated Experience
• This feature is available in both Lightning Experience and Salesforce Classic.
• With the integrated experience, one can browse and search thousands of app, Lightning component, and consulting service listings directly from the
org.
• Now one can install apps, components, and other AppExchange offerings without ever leaving the org.

23. Custom Metadata Types- Relationship Field Updates
• Entity Definition = Custom/Standard Objects.
• One can also look up Entity Definitions, the objects that provide row-based access to metadata about
standard and custom objects.
• One can now easily navigate between related custom metadata records by creating list views with
relationship fields. When custom metadata records is queried with this list view, the relationship field value
displays as a link that takes one to the management page of the referenced object or record.
• Relationship fields for custom metadata types are fully
supported
• Metadata relationship fields can be used to look up records
of other custom metadata types

24. • A Custom metadata record can be easily
a aged he deleti g it’s efe e ed o je t .
• If one tries to delete a custom object that is
referenced by a relationship field of a custom
metadata record, Setup correctly returns an error.
• Setup now also displays links to the referencing
custom metadata record. Previously, Setup
provided only a text list of the records, and one
had to manually navigate the Setup tree to delete
or update them.
• More can be done now with Custom Metadata
Loader
• One can now update existing records of a
custom metadata type using the custom
metadata loader. Previously, one could only
bulk-load new records.
Custom Metadata Types- Loader Enhancements, Management of Deleted Metadata

25. ZEN4ORCE SERVICE OFFERINGS
jQuery
SALESFORCE CUSTOMIZATION
SALESFORCE AUTOMATION
ADVISORY SERVICES
INTEGRATED SOLUTIONS
Lightning
Bootstrap
Visualforce
Appexchange Communities
Service
Cloud
Sales Cloud
GitHub
Apex
Web
Services
Visit www.zen4orce.com for further details about Zen4orce Services & Offerings.
Skillset

26. Get in Touch with us :
+16124545031
sales@zen4orce.com
www.zen4orce.com
References
https://releasenotes.docs.salesforce.com/en-us/winter17/release-notes/salesforce_release_notes.htm
THANK YOU !!