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