James Keaney | Director of Solution Architecture
Summer ’17 is coming June 11 (in Australia) so it is time for me to give you a quick run through of my favourite features that caught my attention as I ‘digested’ the release notes.
I encourage you to peruse through these items and see what catches your attention. If you are a Salesforce user already, please send me a message if you would like to discuss these features and how they might be turned on for you.
AP4: June 11th 3am EAST
AP1: June 11th 3am EAST
AP2: June 11th 4am EAST
AP5: June 11th 5am EAST
AP3: June 11th 5am EAST
AP0: June 11th 5am EAST
Lightning focus: Salesforce have updated the Lightning experience migration assistant to help customers check their readiness for the migration as well as trying to prove out the value of the new interface. If you want to migrate to Lightning, this assistant will help inform you. I would also recommend talking to an expert who will give it to you straight.
Lightning off: You can now make the Lightning Experience the only interface for your users. No more classic. If you’re game.
Keyboard shortcuts: Users can now interact with records using their keyboard. I recommend issuing out some communications after Summer 17 goes live to your users to instruct them on the useful shortcuts.
To view the available keyboard shortcuts, press:
Lightning Console Apps: The beta Lightning Console is now generally available. If your users prefer to have access to multiple records at a time, then this is feature that you can easily turn on and make available for your users. (Think Service Console for Lightning.)
Field History in Lightning: This is one of those features that was missing from the get go that made little sense to the average admin punter. Now you can add the related list to your Lightning pages that shows you the Field History on your records.
Lead Account Matching: Account matching when converting Leads is being improved so that it is in line with how it works in Classic. You will be able to have multiple matches and even match against person accounts.
New Contact Record: Now when you create a Contact from an Account record you will inherit the phone numbers and address from the Account.
Lightning Dialer: Lightning Voice has been renamed Lightning Dialer. This is the integrated way to make calls from Salesforce through your telephony system. The dialer now supports a call list so users can add records to the call list that the dialer will queue up automatically.
Classic Email Templates in Lightning: Classic templates can now be accessed from the Lightning Send Email Activity. This is good.
Lightning Email Composer: Compose messages in a new pop out editor that allows you to edit the email whilst continuing to use Salesforce. Your email signature will now be added into the editor so you can see the whole message as your recipient will receive it.
Kanban by Owner: Group the Kanban view by owner. This is a good way to view the workload of your teams and allows your to change the owner with a simple drag and drop.
Duplicate checking between Contacts and Leads: check for duplicates with the new standard rules that check for the same record that may exist already as a Lead or Contact.
Surface Duplicates across objects: create duplicate rules that check for duplicate records between two objects.
Dashboard filters: Add filters to your dashboards from Lightning Experience.
Combination Charts: plot two sets of data on the one chart within a Dashboard. Nice one!
Create Report and Dashboard folders in Lightning Experience: Another one of those “I can’t believe I have to go back to Classic for this…”
Customise the Files Details Page: create custom fields, pages, buttons for files. This takes files to the next level and becomes a viable option as a light document management system in Salesforce.
Drag and Drop Files: drag files onto a record to quickly upload it to Salesforce.
Validation Rules on Files: collect quality information on your files when your users upload them to records. A new two step upload process will ensure users follow a naming convention or set the appropriate field for a file.