The document outlines the highlights of the Salesforce Spring ’18 release, detailing new features such as enhancements to the Lightning platform, reporting, and dashboard capabilities. It emphasizes community engagement through Salesforce Saturday meetups and showcases improvements in user experience, including lead conversion settings and duplicate management. Additional resources for release notes and community engagement are provided to facilitate further exploration of these updates.

1. New Delhi Salesforce Developer Group
Spring’18 Release Highlights
LEARN . SHARE . CELEBRATE . SALESFORCE

2. About Me - Manish Thaduri
● Co-Leader of Singapore Salesforce Developer Group
(@SingaporeDG)
● 9 years of experience in Salesforce Ecosystem - Sales,
Service, Community & Marketing Clouds
● Working at Kalido in Singapore as Salesforce Platform
Specialist
● 6x Salesforce Certified
● sfdcFanBoy.com | @sfdcFanBoy

3. About New Delhi Salesforce DG
● First Revival Meetup in February 2016
● We started with 240 Members
● We are now more than 1,300 members
● Join the Community : http://bit.ly/NewDelhiCommunity

4. What is SalesforceSaturday
● Started by Stephanie Herrera in Austin, Texas
● Meetup every Saturday in a Coffee Shop or
anywhere to share and learn about Salesforce
● It’s now a global phenomena with more than 25
SalesforceSaturday Groups over 5 Continents
● For India, it comprises of Online Knowledge
Sharing sessions and Trailhead Challenges

5. Agenda
● Release Dates
● Lightning Experience Highlights
● Report Builder Enhancements
● Dashboard Enhancements
● Demo

7. Spring 18 Logo
WINNER
CODEY, the Bear!
Hootie, the Owl Cloudy, the Goat Astro

8. Release Dates
● Sandboxes
○ Jan 5/6th 2018 - Preview
Instances
○ Feb 9/10th 2018 - Non-
Preview Instances
● LIVE - Feb 9/10th 2018

9. LIGHTNING EXPERIENCE HIGHLIGHTS

10. Force.com Platform Is Now Lightning Platform
● Lightning Platform
● Salesforce is changing the name to Lightning Platform
because, in the past 10 years, it’s become so much more.
● It will take some time to see every reference to Force.com
removed from Salesforce product, but from here on out, it’s
Lightning Platform.

11. Themes & Branding.
● You can change - colors, brand image, background image
and color
● User profile banner, group banner, default avatars!

12. Manage Your Views with Temporary Tabs.
● Use temporary tabs to access important items directly from
the navigation bar.
○ Open a frequently used dashboard in a temporary tab
to access it instantly from anywhere.
● If it’s not already accessible from the navigation bar, the
item opens as a temporary tab where it’s in easy reach.
● You can add temporary tabs to Navigation Bar too!

13. Duplicate Records by Using Duplicate Jobs
● A global view of duplicate records.
● Use duplicate jobs with standard or custom matching rules
● Create Reports, Share job results with others
● Merge the duplicates using Compare & Merge - All within
Salesforce - for UE only!

14. Lead Conversion - Opportunities.
● New Settings - Hide the opportunity section of the
conversion window altogether
● Option to set the default value for - ‘Don’t create an
Opportunity’

15. Path: Pick Your Own Path
● There’s more to life than Stage and Status.
● Base a Path on any picklist field on standard objects so that
your path can work the way your reps do.

16. How Many List Emails You Can Send
● Reps no longer have to wonder if they can send their list
email.
● The email composer shows how many more emails remain
out of your org’s daily limit. This change applies to Lightning
Experience only.

17. Fine-Tune Activity Reminders.
● You can now set individual preferences for task and event
reminders, tailoring these features to work the way you
want to work.
● This change applies to Lightning Experience only.

18. Custom Metadata Types in Validation Rules
● Reference the custom metadata type in your validation rule.

19. Track Time with the Time Field Type (Beta).
● To support using time in formulas, this beta release includes
○ the TIMEVALUE and TIMENOW functions,
○ new HOUR, MINUTE, SECOND, and MILLISECOND
functions.

20. Upload Files Directly from a Flow.
● With just a few clicks, your users can attach files during a
flow.
● Just add the File Upload component to the flow screens
using a Lightning component field.
● For Lightning Component, select forceContent:fileUpload.
Then configure the attributes.

21. Component Visibility Rules - Related Obj
● On record pages, you can select fields from the record by
clicking Record Field.
● Or click Advanced to expand your field selections to
related fields, related objects, or fields from other objects.

22. Dynamic Lightning App & Home Pages
● Now you can set visibility rules on Lightning app and Home
pages too, not just Record Pages
● The filters you are limited to contexts, such as User or Client
● Using the Client context you can set a component to
display exclusively in one experience or the other, such as
when an app page is viewed on a phone or a desktop

23. Edit Lightning Apps with Lightning AppBuilder
● Update app branding, navigation, app options, and manage
the Lightning pages assigned to that app all in one place

24. New URL Format
● Enable the New URL Format for Lightning Experience and the
Salesforce Mobile App (Critical Update)
● Current format:
https://<lightning.domain.com>/one/one.app/#/sObject/Account/home
● New format:
https://<lightning.domain.com>/lightning/o/Account/home
● Leads Recently Viewed List
https://<lightning.domain.com>/lightning/o/Lead/list?filterName=
Recent

25. New URL Format
● Custom or installed Lightning components that parse a URL
may break or behave differently after this change,
especially components with logic that relies on
window.location or the aura:locationChange event.
● Communities won’t be affected.
● Enable this critical update in a sandbox first to test it, and
make necessary adjustments before the new URLs go live
for everyone

26. MINOR ENHANCEMENTS - LIGHTNING EXPERIENCE

27. Home: Do More with the Deals Component
● Top Deals is now Key Deals.
● Filter the opportunities shown in the component to see all
their deals, deals closing soon, and other helpful list views.

28. Email Search has Finally Arrived
● Searching for emails in Salesforce is now possible.
● Global Search in Lightning Experience for:
○ Bcc Address, Cc Address, From, Address, Subject, Text
Body, To Address.
○ All custom fields of type text, text area, long text area,
rich text area, email, and phone.

29. Add Campaign Members Faster
● Shows Recently Viewed Contacts to select
● Easily searchable
● Stay on same page!

30. Share Credit for a Deal in LEX - Finally!
● Opportunity Splits is in Lightning Experience

31. Customizable Add Products Screen

32. Territory Management in LEX

33. Report on Territory Opportunities
● Select My territories’ opportunities in the Show field to
include the opportunities that belong to your territories.

34. LIGHTNING REPORT BUILDER
ENHANCEMENTS

35. Categorize Data with Bucket Columns
Categorize Data with Bucket Columns
● Quickly categorize report
records without creating a
formula or a custom field by
bucketing them.
● When you create a bucket
column, you define multiple
categories (buckets) used to
group report values.
● Like any other column in your
report, you can sort, filter, and
group by bucket columns.

36. Filter Across Objects with Cross Filters
● Include or exclude records in your report results based on
related objects and their fields.
● To see which accounts have escalated cases, add a cross
filter. Set the cross filter to show accounts with cases that
have status equals escalated.

37. Evaluate Report Data - Summary Formulas
● Use summary formulas to logically evaluate and do math
with report results.

38. Minor Report Enhancements
● Time Fields Display as Times in Reports: Previously, time fields
displayed as numbers. Now, the time value is formatted like
a time.
● When Copying a Report, “Clone” is now “Save
As”Previously, to make a copy of a report, you clicked
Clone. Now, to make a copy, click Save As. The Save As
dialog now features three radio buttons.
○ Make Private—Save the copied report in Private Reports.
○ Make Public—Save the copied report in Public Reports.
○ Move into Folder—Save the copied report in a report
folder of your choice.

39. DASHBOARD ENHANCEMENTS

40. Dashboard Themes.
● Color Your Dashboard Data with Themes and 14 Color
Palettes. User Permission Needed Change Dashboard
Colors

41. Lightning Dashboard Tables
● Add Tables with Up to 10 Columns to Dashboards (GA)

42. Subscribe to Dashboards
● Subscribe to Dashboards to Schedule Refreshes and Get
Email Updates
● Limits
○ You can subscribe to up to five dashboards.
○ You can subscribe to filtered dashboards, but dashboard
filters are never applied to emailed dashboards.
○ Emailed dashboards are always displayed with a one-
column layout. Each row displays one dashboard
component.
○ Dynamic dashboards (display as viewer), don’t support
subscriptions.

43. Sharing Dashboards on Chatter
● Now, you always post to the
dashboard feed, @mention
people and groups, and format
with rich text like you can on
other feeds
● You can review the dashboard
feed while you’re sharing a
component!

44. Minor Enhancement in Dashboard
● View Report Button on Dashboard Components Includes the
Source Report Name.
● Download Chart Images from Dashboard Components: Expand
a dashboard component, then click Download Chart Image to
download the chart as a .png image file.
● Set Chart Legend Position: Choose whether to set the once-fixed
legend to appear on either the right-hand side of a chart, or the
bottom.
● Show both Totals and Percentages on Donut Charts:
○ Previously, you could show either numerical values or
percentages on donut charts.
○ show or hide the total in the center of donut charts.

45. Features Not Available in LEX
● These features aren’t available in the beta version of the
Lightning report builder yet!
○ Joined reports
○ Row limit filters
○ Dashboard Settings menu

46. Resources
● Highlights - sfdcfanboy.com
https://sfdcfanboy.com/category/releases/spring-18/
● Full Release - PDF
https://resources.docs.salesforce.com/212/latest/en-
us/sfdc/pdf/salesforce_spring18_release_notes.pdf
● Full Release - HTML
https://releasenotes.docs.salesforce.com/en-
us/spring18/release-notes/salesforce_release_notes.htm

47. THANK YOU

48. Follow Manish Thaduri
Twitter
@sfdcFanBoy|@SingaporeDG
Website
www.sfdcFanBoy.com
LinkedIn
https://www.linkedin.com/in/ManishThaduri

49. Follow New Delhi Salesforce DG
Twitter
@newdelhisfdcdug
Meetup.com
http://www.meetup.com/New-Delhi-Salesforce-Platform-
Developer-User-Group
Success Community
http://sforce.co/1oc0lQA