Slide deck from BrightGen's Salesforce Summer 18 Release Webinar presented by CTO Keir Bowden and Head of Service Clive Platt

1. We’ll be starting soon, thank you for your patience.
Questions? Email webinar@brightgen.com
Salesforce Release Webinar
Summer ‘18 Highlights

2. Your Presenters
2
Keir Bowden
CTO
Salesforce MVP
@bob_buzzard
Clive Platt
Head of Service Management
www.linkedin.com/in/cliveplatt/

3. Agenda
☑ Tearful goodbyes
☑ General
☑ Sales Cloud
☑ Service Cloud
☑ Analytics
☑ Communities
☑ Chatter
☑ Mobile
☑ Customisation

4. Tearful goodbyes

5. Tearful goodbyes
5
• Force.com is now Lightning Platform
• Force.com IDE2 Beta is retired
• Chatter messenger retired March 30, 2018
• Chatter desktop retires Summer 18

6. General

7. Browser
Support
☑ Support for IE11 extended to Dec 31, 2020
☑ Lightning Experience
IE11
Most recent stable Edge/Chrome/Firefox
Safari 11.x
☑ Classic
IE9/10/11
Most recent stable Edge/Chrome/Firefox
Safari 11.x
☑ Einstein Analytics
Edge
IE11
Most recent stable Chrome/Firefox
No support for Safari

8. Lightning Adoption

9. Better in Lightning

10. Lightning Usage Report
☑ Daily/monthly active users
LEX
Mobile
☑ # Users switching
☑ Browsers used
☑ Most viewed pages

11. New LEX URL
format
☑ Not communities
☑ All new orgs after Spring 18
☑ Existing orgs Summer 18
☑ Example:
Old: /one/one.app/#/sobject/Account/home
New: /lightning/o/Account/home
☑ Hardcoded references will need to change

12. Navigation Bar Personalisation

13. Search
☑ Limit to specific objects
☑ Search result filters
☑ List email searchable

14. Surveys
☑ Tailor survey questions based on responses
☑ Copy a survey
☑ View contact's survey invitations
☑ Ratings scale is now 1-10
was 1-5

15. Sales Cloud

16. Generally Available, requires:
☑ Collaborative forecasting and forecast hierarchy
☑ 2 years of opportunity history (standard object/fields)
☑ Forecast by month using revenue forecast type
☑ Standard fiscal year
Einstein
Forecasting

17. Einstein Forecasting

18. ☑ Opportunity scoring - available for report types
☑ Lead scoring - specify fields to ignore
☑ Automated contacts - all suggestions in one location
☑ Insights
Based on activities without a connected email
Available in sandbox
Einstein Other

19. Campaigns
☑ Control access to campaign members
☑ Add all account contacts to a campaign
☑ Filter lead/contact list views by campaign
☑ Send list emails to campaign members
☑ View campaign hierarchy from header

20. Path
☑ Supported for contacts
Driven by custom picklist
Stages that reflect contact journey
☑ Update dependent picklists from path

21. ☑ Task copies
Assign to multiple users/groups
Each user/group gets own task
☑ More filters in activity timeline
☑ Predefined subjectsTasks

22. Task Views

23. Task Split View

24. Email
☑ Drag and drop files into emails
☑ Add HTML to Lightning Email Templates
☑ Use Visualforce email templates in LEX
☑ Email templates classic setup node renamed
Now Classic Email Templates

25. Lightning Email Templates

26. Service Cloud

27. Cases
☑ Private drafts for case emails
☑ Add internal comments when closing case
☑ Case comments supported in global search
☑ Case teams in Lightning Experience

28. Omni-Channel
☑ Skills based routing GA
☑ Transfer work item to another skill set
☑ Omni-channel setup in LEX
☑ New vs My Work

29. ☑ Alternative to Salesforce App
☑ Android 5+
☑ iPhone iOS 11+
☑ Not optimised for iPad
Service Cloud
Mobile

30. Analytics

31. Reports
☑ Lightning Experience Report Builder is GA
☑ Filter field history reports by old and new values
☑ Report charts represent all data
Not 2000 records report is limited to
☑ Feature Parity
Group dates by custom granularity
Picklist filters accept null values
Custom date ranges can be open ended
Date ranges accept entered values
Joined reports is in beta

32. Dashboards
☑ Add target links to dashboard components
☑ Add subscribers to dashboards
☑ Use report chart in dashboard component
☑ Show chatter photos on horizontal bar charts
Leaderboards

33. Communities

34. New Lightning
Community
Template
☑ Latest features require latest template
☑ May impact community
See Salesforce Help – sforce.co/2DMg4iq
TEST IN SANDBOX!
☑ Language picker changes
☑ Property editor improvements

35. Communities
☑ Customer Service (Napili) is now Customer Service
☑ Change theme from community builder
☑ Progressive rendering
Assign components to highest, high, neutral
☑ Delete unused audiences
☑ Save navigation and tile menus as draft
☑ Control what is indexed by search engines

36. Let users pause and resume flows
36

37. Activity Timeline in Communities
☑ Accounts
☑ Campaigns
☑ Contacts
☑ Contracts
☑ Leads
☑ Opportunities
☑ Orders
☑ Quotes
☑ Activity-enabled custom objects

38. Communities -
Other
☑ Allow community members to author knowledge articles
☑ Brand lockout email templates
☑ Pin up to three posts per chatter feed
☑ Close a chatter conversation

39. Communities
Security
☑ Administrator initiated password links valid for 24 hours
Did not expire before Summer 18
☑ Forgot password links can persist
Until password reset is confirmed
Used to expire as soon as clicked
☑ Expire community links in welcome emails
☑ Custom head markup must be valid to function/save
Enforced Summer 19

40. Chatter

41. Chatter
☑ Chatter desktop retires in June
☑ Show Trailhead badges in user profile
☑ Pin post to feed is GA
Setup -> Chatter -> Allow post pinning
Up to three posts
☑ Link records from a post or comment

42. Mobile

43. Mobile
☑ Rich text in mobile browser app
☑ Share posts, polls and questions in mobile browser app
☑ What's different : sforce.co/2J6rsL5

44. Customisation

45. Privacy
☑ Determine which record to retain when merging
Option to retain most recently modified Individual
☑ Individual is a first class sobject
Custom buttons, actions and links
Record types
Workflow and process builder
Undelete support
☑ Obfuscate users at their request
Unrecoverable

46. Healthcheck Grades
☑ Excellent - 90% +
☑ Very Good - 80-89%
☑ Good - 70-79%
☑ Poor - 55-69%
☑ Very Poor - <= 54%

47. ☑ Local actions
Execute Lightning Component controller 'invoke' method
☑ Flow Stages
Track progress
☑ Debug flow in designer
Flow runs!
☑ Process and flow error emails
Define recipients
Includes org name and ID
Flow

48. Lightning
Components
☑ Debug mode is per user
☑ URL Addressable Components
bobbuzz.me.uk/2I901kh
☑ Postponed 'with sharing' critical update
☑ Broken components don't break app builder
Removed and error displayed

49. LEX Stylesheets in Visualforce

50. Time Field
☑ Timestamp without the date
☑ Time that isn't specific to a date
E.g. working hours
☑ LEX and mobile time fields as picklists
☑ Use milliseconds in formulas,
E.g. add one hour My_Time_Field__c + 3600000

51. ☑ Record type developer name via describe
☑ Clear Visualforce page messages when testing
☑ Compile on deploy is GA
☑ Debug log size increased to 5Mb
Logs deleted after 24 hours
Code

52. Apex Switch Statement
52

53. Other
☑ Rename MyDomain at will
No need to contact Salesforce
Not in trial/sandbox orgs
☑ Override sender for approval request emails
☑ Use formula to set picklist value for actions
☑ Opt out of code coverage when executing tests

54. The End

55. ☑ sforce.co/2kqJAS0
☑ Release notes
☑ Webinar recordings
☑ Videos
☑ Trailhead release badge - sforce.co/2J8ruSA
Release
Readiness

56. Questions?
Events @BrightGen.com

57. Service
Management
Event
☑ Tuesday 3rd July, 15:30
☑ Salesforce Tower, 110 Bishopsgate
☑ Hear from BrightGen and Cristina Bran of GNM
☑ Signup : bit.ly/2GcRcQl

58. Thank you
Events @BrightGen.com