Slide deck from BrightGen's Salesforce Spring 18 release webinar hosted by Keir Bowden and Clive Platt, covering the key new features of most interest to our customers.

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

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

3. Agenda
☑ Fond farewells
☑ General
☑ Sales Cloud
☑ Service Cloud
☑ Analytics
☑ Communities
☑ Chatter
☑ Mobile
☑ Customisation

4. Fond farewells

5. Fond farewells
5
• Internet Explorer 11 support extended to Dec 31, 2020
Opt in, was Dec 16, 2017
• Force.com is now Lightning Platform
• Salesforce1 is now Salesforce Mobile App
• Salesforce Mobile App legacy charts retired
• Chatter answers retired
• Chatter messenger retires March 30, 2018
• Chatter desktop retires Summer 18

6. General

7. Store Data
Privacy
preferences
☑ Contacts and Leads
☑ New standard object - Individual
☑ Collecting, storing, sharing personal data
☑ Packaging personal data
☑ Deleting records and personal data
☑ Tracking geolocation and web activity
☑ Solicitation of products and services

9. ☑ Macros on most objects in LEX
Needs macro utility bar component
Recommended to avoid:
Opportunity Products
Knowledge Articles
Email Message Object
☑ Quick text supports merge field
Blank if not applicable
Efficiency

10. Temporary Tabs

11. Customize Tabs

12. Themes

13. Custom Themes

14. Surveys
☑ Additional license fee
Unless using Health Cloud
☑ Multiple question types
☑ Question and answer editor
☑ Searchable
☑ Lightning pages and communities
Survey component for App/Community Builder
Internal users and customers
Email link to survey

15. New LEX URL
format
☑ Not console apps or communities
☑ Critical update
☑ All new orgs after Spring 18
☑ Existing orgs scheduled for Summer 18
☑ Example:
Old: /one/one.app/#/sobject/Account/home
New: /lightning/o/Account/home
☑ Hardcoded references will need to change
☑ Enable and test in Sandbox!

16. Sales Cloud

17. Einstein Readiness Report

18. Opportunity scoring GA
☑ Record details, history, activities related to opportunity
and account
☑ Show score on record detail and list view
Lead scoring
☑ Shows key positive/negative factors
☑ Infers rank and department
All Sales Cloud Einstein users have access to Sales
Cloud Einstein dashboards
Used to be 5 users
Einstein Other

19. LinkedIn
Create leads from LinkedIn Lead Gen ads
☑ When customers fill out form
☑ LEX and Classic
☑ Needs LinkedIn account connected to Salesforce
☑ Define default field values
☑ Map LinkedIn fields to Salesforce lead fields

20. Sales Other
☑ Exclude Opportunity from Lead conversion layout
☑ Use path to track campaign progress
☑ Use path to track account
Choose your own picklist field
☑ View account/contact hierarchy from header
☑ Opportunity splits in LEX
☑ Custom actions on products
☑ Add up to 50 products to pricebook in one go
☑ Last pricebook used is first option on next Opportunity
☑ Prevent read receipts in Salesforce inbox

21. Sales Other
List view emails
☑ Edit email signature before sending
☑ See remaining email limit in composer
☑ Browser’s spell checker in email composer
☑ See 5 MRU templates
☑ Define size of activity timeline
☑ Clear All button on reminders
☑ Auto add meetings to contact/lead records

22. Duplicate
Jobs
☑ Performance/Unlimited Edition only
☑ Background job to search for duplicates
☑ Business/person accounts, contacts or leads
☑ Standard or custom matching rules
☑ Email notification when complete
☑ Merge from results page

23. Service Cloud

24. Knowledge
Classic and LEX
☑ Add article content to case emails
☑ Knowledge in live agent chat
☑ Approvals process for draft articles
☑ Reassign draft articles

25. ☑ Setup flow in LEX
☑ Supervisor mode supported in LEX
☑ Triggers on Agent Work and Service Presence
☑ Workflow on Agent Work and Service Presence
☑ Increased routing limits
30,000 work items/hour (was 15,000)
100,000 total queued work items (was 30,000)
Omni-Channel

26. Service Cloud
Other
☑ Mass quick actions for Cases/Leads/Custom Objects
e.g. add a comment to many open cases
Up to 200 at a time
Enable through List View Search Layout
☑ Search emails in Salesforce
Global search in LEX
Bcc/Cc/From/To Address, Subject, Text Body
Long/Rich/TextArea, Text, Phone, Email custom fields
☑ Case Path
Choose your picklist

27. Analytics

28. LEX Dashboard Tables
Up to 200
rows
Up to 10
columns

29. Dashboard Themes

30. Analytics -
Other
☑ Folders supported in search
☑ Line/bar charts in dashboards support 1000 groups
Was 500
☑ Totals and percentages on donut charts
☑ Dashboard subscriptions
Email updates
Schedule refreshes

31. Communities

32. New Lightning
Community
Template
☑ All future enhancements will be made to this template!
☑ May impact community
See Salesforce Help – sforce.co/2DMg4iq
TEST IN SANDBOX!
☑ Set audiences at component level
☑ Upgraded leaderboard
☑ Trending articles by topic
☑ Additional theme settings

33. ☑ Integrated with communities
☑ Start journey based on event, e.g.
New community user
Case created
New chatter post
☑ Or target audience, e.g.
Members inactive for ‘n’ days
Members of same chatter group
Members with high reputation
Journey Builder

34. Communities -
Other
☑ Use CRM fields to target audience
☑ Up to 8 navigational levels (was 3)
☑ Community users can self-deactivate
☑ Critical update – remove instance names from URLs
when MyDomain activated
Scheduled for March 16 2019
☑ Community builder multi-language support

35. Chatter

36. Chatter -
Following
☑ Limit what I follow on orgs < Winter ’16
All newer orgs already enabled
☑ Keir Bowden posts to Clive Platt’s feed, only seen by
Clive Platt
Users who follow Keir Bowden
Users who are @mentioned
Not users who follow Clive Platt
☑ Unless org has opted out of auto-enabling
Contact support

37. Share Links

38. Chatter - Other
☑ In app notifications for group mentions
Email on every post must be set
☑ Filters stick to feeds
☑ Process builder and workflow rules for
Groups
Group Membership
Topics
Topic Assignments
☑ Use hashtags in polls/thanks
☑ File preview on mobile

39. Mobile

40. Salesforce App
☑ Users in assigned territories related list on accounts
☑ Legacy charts retired
☑ Push notifications for group mentions
☑ Feeds tab on record renamed Chatter

41. Customisation

42. Edit Lightning Apps

43. Manage Lightning Pages

44. ☑ App and Home page support
Aren’t associated with records
Filter on items like User and Client
☑ Record pages enhanced
Related object fields
Other object fields – e.g. User
Conditional
Filtering

45. Accordion
Component ☑ Collapsible sections
☑ Max 25 sections
☑ Recommended limit is 10
☑ Multiple components per section
☑ Useful for sidebars

46. Experience Based Action Overrides

47. Health Check
☑ New settings:
Require Secure Connections (https) for all 3rd-party domains (H)
Enable Content Security Policy project for email templates (M)
Enable XSS protection (M)
Enable Content Sniffing protection (M)
Require identity verification during 2-factor auth registration (L)
Require identity verification for change of email address (L)
☑ Update a custom baseline with new settings

48. Customisation - Other
48
• Warn users before taken outside Salesforce
Setup -> Session Settings -> Redirections
• @AuraEnabled apex classes default to without sharing
Was with sharing - may allow users to see additional records
Critical update – enabled in new orgs, enabled for all after Winter 19
• REST API access for <lightning:container> apps revoked Feb 10
• <style> tag disallowed in components API 42+
• Platform cache available in LEX
• New System.List methods – contains and indexOf

49. The End

50. ☑ sforce.co/2wZqNAS
☑ Release notes
☑ Webinar recordings
☑ Videos
☑ Trailmix (February)
☑ Trailhead release badge (February)
Release
Readiness

51. Questions?
Events @BrightGen.com

52. On-demand Support,
Ongoing Improvements
Service Management from BrightGen
Helping you make the most of Salesforce
Join the Webinar
Wednesday 7th February
16:00
www2.brightgen.com/
SalesforceSupportWebinar

53. Thank you
Events @BrightGen.com