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Spring 18 Release Webinar Deck
The Salesforce Spring '18 Release Webinar highlighted key updates including the extension of Internet Explorer 11 support and the transition of Salesforce mobile apps. Major features discussed included enhancements in Sales Cloud, Service Cloud, and Communities, along with new functionalities for analytics and customization. Additionally, updates regarding data privacy, email handling, and community management were presented, emphasizing the need for users to test changes in a sandbox environment before implementation.
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Spring 18 Release Webinar Deck
- 1. Salesforce Release Webinar Spring‘18 Highlights We’ll be starting soon, thank you for your patience. Questions? Email webinar@brightgen.com
- 2. Your Presenters 2 Keir Bowden CTO SalesforceMVP @bob_buzzard Clive Platt Head of Service Management www.linkedin.com/in/cliveplatt/
- 3. Agenda ☑ Fond farewells ☑ General ☑ Sales Cloud ☑ Service Cloud ☑ Analytics ☑ Communities ☑ Chatter ☑ Mobile ☑ Customisation
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- 5. Fond farewells 5 • InternetExplorer 11 support extended to Dec 31, 2020 Opt in, was Dec 16, 2017 • Force.com is now Lightning Platform • Salesforce1 is now Salesforce Mobile App • Salesforce Mobile App legacy charts retired • Chatter answers retired • Chatter messenger retires March 30, 2018 • Chatter desktop retires Summer 18
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- 7. Store Data Privacy preferences ☑ Contactsand Leads ☑ New standard object - Individual ☑ Collecting, storing, sharing personal data ☑ Packaging personal data ☑ Deleting records and personal data ☑ Tracking geolocation and web activity ☑ Solicitation of products and services
- 9. ☑ Macros onmost objects in LEX Needs macro utility bar component Recommended to avoid: Opportunity Products Knowledge Articles Email Message Object ☑ Quick text supports merge field Blank if not applicable Efficiency
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- 14. Surveys ☑ Additional licensefee Unless using Health Cloud ☑ Multiple question types ☑ Question and answer editor ☑ Searchable ☑ Lightning pages and communities Survey component for App/Community Builder Internal users and customers Email link to survey
- 15. New LEX URL format ☑ Not console apps or communities ☑ Critical update ☑ All new orgs after Spring 18 ☑ Existing orgs scheduled for Summer 18 ☑ Example: Old: /one/one.app/#/sobject/Account/home New: /lightning/o/Account/home ☑ Hardcoded references will need to change ☑ Enable and test in Sandbox!
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- 18. Opportunity scoring GA ☑ Record details, history, activities related to opportunity and account ☑ Show score on record detail and list view Lead scoring ☑ Shows key positive/negative factors ☑ Infers rank and department All Sales Cloud Einstein users have access to Sales Cloud Einstein dashboards Used to be 5 users Einstein Other
- 19. LinkedIn Create leads fromLinkedIn Lead Gen ads ☑ When customers fill out form ☑ LEX and Classic ☑ Needs LinkedIn account connected to Salesforce ☑ Define default field values ☑ Map LinkedIn fields to Salesforce lead fields
- 20. Sales Other ☑ ExcludeOpportunity from Lead conversion layout ☑ Use path to track campaign progress ☑ Use path to track account Choose your own picklist field ☑ View account/contact hierarchy from header ☑ Opportunity splits in LEX ☑ Custom actions on products ☑ Add up to 50 products to pricebook in one go ☑ Last pricebook used is first option on next Opportunity ☑ Prevent read receipts in Salesforce inbox
- 21. Sales Other List viewemails ☑ Edit email signature before sending ☑ See remaining email limit in composer ☑ Browser’s spell checker in email composer ☑ See 5 MRU templates ☑ Define size of activity timeline ☑ Clear All button on reminders ☑ Auto add meetings to contact/lead records
- 22. Duplicate Jobs ☑ Performance/Unlimited Editiononly ☑ Background job to search for duplicates ☑ Business/person accounts, contacts or leads ☑ Standard or custom matching rules ☑ Email notification when complete ☑ Merge from results page
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- 24. Knowledge Classic and LEX ☑ Add article content to case emails ☑ Knowledge in live agent chat ☑ Approvals process for draft articles ☑ Reassign draft articles
- 25. ☑ Setup flowin LEX ☑ Supervisor mode supported in LEX ☑ Triggers on Agent Work and Service Presence ☑ Workflow on Agent Work and Service Presence ☑ Increased routing limits 30,000 work items/hour (was 15,000) 100,000 total queued work items (was 30,000) Omni-Channel
- 26. Service Cloud Other ☑ Massquick actions for Cases/Leads/Custom Objects e.g. add a comment to many open cases Up to 200 at a time Enable through List View Search Layout ☑ Search emails in Salesforce Global search in LEX Bcc/Cc/From/To Address, Subject, Text Body Long/Rich/TextArea, Text, Phone, Email custom fields ☑ Case Path Choose your picklist
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- 28. LEX Dashboard Tables Upto 200 rows Up to 10 columns
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- 30. Analytics - Other ☑ Folderssupported in search ☑ Line/bar charts in dashboards support 1000 groups Was 500 ☑ Totals and percentages on donut charts ☑ Dashboard subscriptions Email updates Schedule refreshes
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- 32. New Lightning Community Template ☑ Allfuture enhancements will be made to this template! ☑ May impact community See Salesforce Help – sforce.co/2DMg4iq TEST IN SANDBOX! ☑ Set audiences at component level ☑ Upgraded leaderboard ☑ Trending articles by topic ☑ Additional theme settings
- 33. ☑ Integrated withcommunities ☑ Start journey based on event, e.g. New community user Case created New chatter post ☑ Or target audience, e.g. Members inactive for ‘n’ days Members of same chatter group Members with high reputation Journey Builder
- 34. Communities - Other ☑ UseCRM fields to target audience ☑ Up to 8 navigational levels (was 3) ☑ Community users can self-deactivate ☑ Critical update – remove instance names from URLs when MyDomain activated Scheduled for March 16 2019 ☑ Community builder multi-language support
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- 36. Chatter - Following ☑ Limitwhat I follow on orgs < Winter ’16 All newer orgs already enabled ☑ Keir Bowden posts to Clive Platt’s feed, only seen by Clive Platt Users who follow Keir Bowden Users who are @mentioned Not users who follow Clive Platt ☑ Unless org has opted out of auto-enabling Contact support
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- 38. Chatter - Other ☑ In app notifications for group mentions Email on every post must be set ☑ Filters stick to feeds ☑ Process builder and workflow rules for Groups Group Membership Topics Topic Assignments ☑ Use hashtags in polls/thanks ☑ File preview on mobile
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- 40. Salesforce App ☑ Usersin assigned territories related list on accounts ☑ Legacy charts retired ☑ Push notifications for group mentions ☑ Feeds tab on record renamed Chatter
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- 44. ☑ App andHome page support Aren’t associated with records Filter on items like User and Client ☑ Record pages enhanced Related object fields Other object fields – e.g. User Conditional Filtering
- 45. Accordion Component ☑ Collapsiblesections ☑ Max 25 sections ☑ Recommended limit is 10 ☑ Multiple components per section ☑ Useful for sidebars
- 46. Experience Based ActionOverrides
- 47. Health Check ☑ Newsettings: Require Secure Connections (https) for all 3rd-party domains (H) Enable Content Security Policy project for email templates (M) Enable XSS protection (M) Enable Content Sniffing protection (M) Require identity verification during 2-factor auth registration (L) Require identity verification for change of email address (L) ☑ Update a custom baseline with new settings
- 48. Customisation - Other 48 • Warn users before taken outside Salesforce Setup -> Session Settings -> Redirections • @AuraEnabled apex classes default to without sharing Was with sharing - may allow users to see additional records Critical update – enabled in new orgs, enabled for all after Winter 19 • REST API access for <lightning:container> apps revoked Feb 10 • <style> tag disallowed in components API 42+ • Platform cache available in LEX • New System.List methods – contains and indexOf
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- 50. ☑ sforce.co/2wZqNAS ☑ Releasenotes ☑ Webinar recordings ☑ Videos ☑ Trailmix (February) ☑ Trailhead release badge (February) Release Readiness
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- 52. On-demand Support, OngoingImprovements Service Management from BrightGen Helping you make the most of Salesforce Join the Webinar Wednesday 7th February 16:00 www2.brightgen.com/ SalesforceSupportWebinar
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