Sunday, December 20, 2015

Quick Overview of Spring '16 Features

Go faster than ever before with the Customer Success Platform






Person Accounts in Lightning Experience (Beta)

With Spring '16 Person Accounts are now available in Lightning Experience. If you used person accounts in your org before Spring ’16, you couldn’t enable Lightning Experience in production. But now You can enable Lightning within 24 hours after the Spring ’16 release.

Campaigns in Lightning Experience (Beta)

With Spring '16 Campaigns, Campaign Members, and their Statuses are now available in Lightning Experience. This release contains a beta version of campaigns in Lightning Experience, which means it’s a high-quality feature with known limitations.

Opportunity Board has now renamed to the Opportunity Kanban

With Spring '16 the Opportunity Board has now renamed to the Opportunity Kanban. Opportunity Kanban visually summarizes all of the opportunities for an opportunity record type. The word kanban refers to a system for optimizing work to increase continuous production and balance workload.

Opportunity Team Members in Lightning Experience

With Spring '16 Opportunity team members are now available in Lightning Experience.
Note: Settings for opportunity teams aren’t yet available in Lightning Experience. Switch to Salesforce Classic to enable team selling, customize team roles, or to access default opportunity teams.




Create List Views in Lightning Experience (Generally Available)

With Spring '16 you can now create, customize and filter List Views to get faster data.

Resize Columns of List Views in Lightning Experience

With Spring '16 you can now resize columns in list views to optimize the viewing area of specific fields in the list view.

Add Notes, Events, Tasks, and Log Calls from Anywhere in Lightning Experience

With Spring '16 you can now add Notes, Events, Tasks, and Log Calls from Anywhere in Lightning Experience with global actions and the new composer window. This feature is available in Lightning Experience only.







Lightning Email Template

With Spring '16 you can update and maintain Email Templates more easily.

Send Email from Campaign and Case Records in Lightning Experience

With Spring '16 Send Email option is now available for Campaigns and Cases in Lightning Experience.

Opportunity Calendar in Lightning Experience (Beta)

With Spring '16 you can now track the opportunities you own right in calendar. The opportunity calendar shows close dates alongside Salesforceevents.

Notes No Longer Requires Chatter

With Spring '16 the enhanced version of Notes no longer requires the Chatter to be enabled. Notes and Chatter can now be used independently.

Easily Create a Note from Any Page in Lightning Experience

With Spring '16 With Global Actions, users can now add a note from within any page in Salesforce.

View and Restore Previous Versions of Notes

With Spring '16 you can now go back to previous versions of a note to see what’s changed. You can also revert to any previous version of a note.

Import Data from Some Object Home Pages in Lightning Experience

With Spring '16 you can now use Data Import Wizard directly from certain sales objects home pages.

Disabling TLS 1.0 Encryption beginning in February 2016

With Spring '16 Salesforce is disabling TLS 1.0 encryption beginning in February 2016. To continue using Salesforce for Outlook, you are required to upgrade to Salesforce for Outlook 3.0.0 when it’s available in early 2016. Otherwise, you can no longer sync or access the Salesforce Side Panel.

Show Details in Matrix Reports in Lightning Experience

With Spring '16 you can show and hide details when running matrix reports in Lightning Experience, just like you can in Salesforce Classic.

Filter Dashboards in Lightning Experience

With Spring '16 Dashboard filters are now available while viewing dashboards in both Salesforce Classic and Lightning Experience.

Lightning Dashboards in Community Management

With Spring '16 Lightning dashboards appear in Community Management! All dashboards in Community Management now display as Lightning dashboards, even if the dashboard is a Salesforce Classic dashboard or if your org is using Salesforce Classic. Salesforce call this makeover magic!





Find a Record Faster with Search Results Sorting in Lighting Experience

With Spring '16 search results pages now include a sort drop-down.

Search Results include Assets and Person Accounts in Lighting Experience

With Spring '16  Users now see results for assets, person accounts, work orders, and work order line items in search results. This feature is available in Lightning Experience only.

Create a Custom Object Record from Within a Lookup in Lighting Experience

With Spring '16 Using the New button, you don’t have to leave the lookup window to create records to complete a lookup field, so you can complete your tasks faster. This feature is available in Lightning Experience only.

Custom Lightning Experience Navigation Menus

With Spring '16 you can create navigation menus for your users. You can create a navigation menus for your sales team and as well as your customer service team separately.

URL Custom Button and Link Support in Lightning Experience and Salesforce1

With Spring '16 Custom buttons and links that define their content source as URL are now supported in Lightning Experience and the Salesforce1 mobile app. This feature was previously available in Salesforce Classic only.

Securely Share Wave Analytics with Community Partners and Customers (Generally Available)

With Spring '16 Wave Analytics for Communities is now generally available. This feature is supported in communities but not in portals. The feature is supported for users with a user role and is not supported for high-volume portal users.



Wave Analytics REST API (Generally Available)

With Spring '16 the Wave REST API moves from Pilot to Generally Available.

Analyze Event Monitoring Data with the Admin Analytics App

With Spring '16 Wave Analytics for event monitoring provides an out-of-the-box Admin Analytics App for event log file and setup audit trail data.
Note: The Admin Analytics license is a free opt-in add-on for new and existing customers with the Event Log File add-on license. Contact Salesforce to enable Admin Analytics. You don’t need to purchase the full Salesforce Wave Analytics platform to use the app. 




Assets Tab Default ON

With Spring '16 the Assets tab is now default ON for all profiles in orgs created in Spring ’16 or later.

Validation Rules on Article Types (Generally Available)

With Spring '16 you can now create validation rules for each article type.

Article Type Page Layouts Function More Like Standard Page Layouts (Generally Available)

With Spring '16 instead of just one layout per article type, you can apply a layout per profile per article type. This feature is available in Salesforce Classic only.

Number of Open Tabs in Service Console

With Spring '16 Now you can limit the number of tabs that an agent can have open to ensure optimum performance of a console. This feature is available in Salesforce Classic only. Although you can set up to 30 primary tabs and 15 subtabs, for best performance we recommend no more than 20 primary tabs and 10 subtabs. 

Preview Tab Contents with Tab Hovers

With Spring '16 with tab hovers, you can see the highlights of tab contents just by mousing over them. This feature is available in Salesforce Classic only.


Use Internet Explorer® versions 9 or later for Service Console

If you are using IE 8 or earlier, some console components won’t appear. Use Internet Explorer® versions 9 or later to improve experience and productivity.

Accessing Your Customer’s Cameras During an SOS Session (Beta)

Spring '16 release contains a beta version of two-way video that is not yet suitable for a production environment. For more information, contact Salesforce. This feature can be an amazing asset in a situation when the customer wants to show exactly what is going on.





Know which Social Studio Account You’re Using without Leaving Salesforce (Generally Available)

With Spring '16 Your Social Studio identity fields, your link between social media and Salesforce, are available on the Social Customer Service settings page.



Salesforce Authenticator Mobile App

With Spring '16 will come up with new Salesforce Authenticator mobile app. Version 2.0 is a powerful and innovative two-factor authentication app for iOS and Android mobile devices. Salesforce Authenticator works for Lightning Experience, Salesforce Classic, and the Salesforce mobile app.
Note: Version 2.0 of the Salesforce Authenticator mobile app will be available from the App Store and Google Play following the completion of the Spring '16 Salesforce release to all production orgs on February 13, 2016. The app isn’t available for preview or testing in sandbox orgs beforehand.

Upgrade Your Community Templates in Spring ’16

With Spring '16 you must upgrade Community Templates if you are using pre-Winter’16 templates. Customer support for templates older than the Winter ’16 version will be discontinued with the Summer ’16 release (May 2016).

Maximum Number of Communities Is Now 50

With Spring '16 you can now have 50 Communities in your Salesforce org.

Report Management for All Role-Based External Users

With Spring '16 all role-based external users in your community can create and edit reports in their own personal folder or in a privately shared folder. Previously, only role-based external users with super user access could create and edit reports.

Files Without Chatter

With Spring '16 you can now use Salesforce Files whether Chatter is On or Off.

Preview Files Connect External Google Docs in Lightning Experience

With Spring '16 If you have Google Drive set up as one of your Files Connect external sources, your view just got better. Google Docs, Sheets, and Slides display beautifully in the file preview player in Lightning Experience. 
Note: Files Connect Cloud Connectors now support Professional Edition.

Files Connect for Box (Pilot)

With Spring '16 now you can use Files Connect to access your Box files in Salesforce. Files Connect for Box is a pilot feature in this release. If you want to be part of the pilot, contact your Salesforce AE to enable it for you.

Select Whether a Quick Action Creates a Feed Item On Execution

With Spring '16 a new Create a Feed Item option in Quick Actions that will allow you to select whether the action creates a feed item after it executes. This option is selected by default. This feature is available in Lightning Experience, Salesforce Classic, and the Salesforce1 mobile app.




Custom Success Messages for Quick Actions

With Spring '16 Create a Record, Update a Record, and Log a Call action types, you can create a custom message that displays when the action executes successfully. This feature is available in Lightning Experience, Salesforce Classic, and the Salesforce1 mobile app.


Restricted Picklists (Beta)

With Spring '16 Restricted Picklists is now in Beta, so you can easily try it out. A restricted picklist field includes only the values that you’ve defined. However, users can introduce other values by loading them through the API.

Global Picklists (Pilot)

With Spring '16 Global picklists are still in Pilot program. This pilot program has been expanded try the feature capabilities.

Translate Global Picklists in Multiple Languages (Pilot)

With Spring '16 after you create a global picklist in Setup, use the Translation Workbench to manage translations for any language that your org supports. This feature is available in Salesforce Classic only.

End of Support for JavaScript, iFrames, CSS, and Other Advanced Markup in Standard Messages & Alerts Home Page Components

With Spring '16 Salesforce is now enforcing the ban on unsupported code in standard Messages & Alerts home page components. At runtime, standard Messages & Alerts home page components that contain unsupported markup are dynamically stripped upon rendering.

Formula Field Support in Lightning Experience

With Spring '16 Formula fields with hyperlinks and images are now supported in Lightning Experience.

Manage Reports and Dashboards in Private Folders

With Spring '16 use the allPrivate query scope to find and delete reports and dashboards saved in private folders.




Preventing Agents from Closing Tabs in Service Console

With Spring '16 now you can use an API to prevent agents from closing tabs until they’ve completed all required work on a case. You can disable a tab from closing using the disableTabClose method in the Salesforce Console Integration Toolkit.

Create Cases from the REST API

With Spring '16 the REST API lets customers create cases without being authenticated to Salesforce. Use the REST API if you want to create cases from mobile applications or from your company’s website without using the Web-to-Case form. This feature is available in both Lightning Experience and Salesforce Classic.

Data Loader with New Version

With Spring '16 Salesforce has released a new version of Data Loader! This feature is available in both Lightning Experience and Salesforce Classic.

New User Permission for Importing Custom Objects

With Spring '16 a new permission “Import Custom Objects” has introduced for users to import custom objects.

Enable Writable External Objects with External Systems That Require CSRF Protection

With Spring '16 the OData 2.0 and 4.0 adapters for Lightning Connect now support anti-CSRF tokens and cookies so that those external systems can support writable external objects. Previously, Salesforce orgs could only read—and not write to—the data on those external systems. This feature is available in both Lightning Experience and Salesforce Classic.
 


Process Builder - Send Email Alerts for Tasks and Events

With Spring '16 you can now create email alerts for activities (tasks and events). Once you create an email alert, you can add it to a process, workflow rule, milestone, approval processe, or flow.

Security - External Identity Users Can Work with Accounts, Person Accounts, Assets, and Contacts

With Spring '16 users with an External Identity license can now read and edit accounts. They can also read, create, and edit assets and contacts. Previously, they couldn’t access these objects. If person accounts are enabled in your org, the expanded access lets your external identity users work with person accounts. This feature is available in Salesforce Classic only.

New Change Set Components

With Spring '16 new change set components are available for Wave Analytics.
  • Wave Application
  • Wave Dataset

Improved Deployment Experience During Service Updates

With Spring '16 If a Salesforce scheduled service update occurs while your change set deployment is running tests, test execution now resumes after the service is restored.

Developer Sandbox licenses Increased for Enterprise, Unlimited, and Performance Edition orgs

With Spring '16 the number of Developer Sandbox licenses have increased for Enterprise, Unlimited, and Performance Edition orgs.

Run Script After Sandbox Creation and Refresh

With Spring '16 at sandbox creation, specify a single Apex class to perform the tasks.



Create an Apex class that implements SandboxPostCopy and specify the class here. This class executes every time the sandbox is copied.



Bulk Create Custom Metadata Records

With Spring '16 use the custom metadata loader to bulk load custom metadata records to Salesforce from a .csv file. You can download the custom metadata loader tool here.

Upsert Custom Metadata Records

With Spring '16 you can now use the Apex upsertMetadata() function to insert or update custom metadata records.

Create Test Suites of Commonly Used Apex Test Classes

With Spring '16 you can now create test suites that contain those sets of classes. Rather than selecting all the relevant classes each time you start a test run, you can simply run one or more test suites. This feature is available in both Lightning Experience and Salesforce Classic.
Each test suite is represented in the SOAP, REST, and Tooling APIs by an ApexTestSuite object, which has a TestSuiteName and an ID. A set of TestSuiteMembership objects, each of which contains an ApexTestSuiteId and an ApexClassId, determines membership in the test suite. Create one TestSuiteMembership object for each class that you want to add to each test suite. To remove a test class from a test suite, delete its TestSuiteMembership object.

Set the CreatedDate Field in Apex Test Classes

With Salesforce Spring '16 release you can now set "CreatedDate" field in Apex Test classes

Test.setCreatedDate(recordId, createdDatetime)

Find the Renamed Apex Developer Guide More Easily

With Spring ’16 (API version 36.0) and later Salesforce has renamed the Force.com Apex Code Developer’s Guide to the Apex Developer Guide.

Run Lightning Components Apps Anywhere with Lightning Out (Beta)

Lightning Out is the technology that powers Lightning Components for Visualforce, now available in the “full strength” version.

Create and Manage Orgs in Lightning Experience

With Spring '16 the Environment Hub is now available in Lightning Experience. This feature is available in both Lightning Experience and Salesforce Classic.

Bulk API for BigObjects (Pilot)

With Spring '16 you can use Bulk API to import large volumes of external data (1 GB or more) into Salesforce BigObjects.

Formatting for Number, Date, Time, and Currency Fields in SELECT Clauses

With Spring '16 Number, Date, Time, and Currency fields now reflect the appropriate format for the given user locale. The field format matches what appears in the Salesforce Classic user interface.

Retirement of Endpoint Routing for API Logins

With Spring '16 Salesforce is changing API login endpoints from www.salesforce.com to https://login.salesforce.com. This change applies only to API login traffic. As of January 1, 2016, Salesforce is removing internal routing, and you must change your API login endpoints from www.salesforce.com to https://login.salesforce.com.

Duplicate Management By Default Turned On for New Orgs

With Spring '16 all new Salesforce orgs now come with duplicate record management features turned on for accounts, contacts, and leads.

Salesforce Edition Name in Lightning Experience

With Spring '16 your Salesforce organization edition can now be found on the company information page in Lightning Experience. In Salesforce Classic the edition is still shown in the browser tab and the Company Profile page.



Useful Resources