OUR TOP PICKS

FROM SALESFORCE

WINTER’17 RELEASE

LIGHTNING

FEATURES

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

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

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.

SALES

FEATURES

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.

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.

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.

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.

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.

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

ANALYTICS

FEATURES

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.

SERVICE

FEATURES

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.

• 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

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.

CUSTOMIZATION & DEVELOPMENT

FEATURES

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

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

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.

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

• 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

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

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 !!