Saturday, April 30, 2016

Quick Overview of Summer '16 Features

Lightning is the fastest way to connect with customers, employees, and partners



As we all know Salesforce announce Seasonal Releases three times a year. Each release comes up with large number of new and enhanced features. Salesforce Summer '16 features are now public and available. As per Salesforce Summer '16 Release documentation most of the new features can be outdated or unavailable during release preview.



Microsoft Internet Explorer version 11 will begin to retire in Summer ‘16
  • Support for Microsoft Internet Explorer version 11 (IE11) to access Lightning Experience and the Salesforce1 Mobile Browser App is begin to retire in Summer ’16.
  • Users of existing orgs can continue to use IE11 to access Lightning Experience until December 16, 2017.
  • Users of new orgs created after Summer ’16 can’t use IE11 to access Lightning Experience. Instead, IE11 users are automatically redirected to Salesforce Classic.
  •  Read more...
New Optimized Professional, Enterprise, and Unlimited Editions
  • With Summer '16 Salesforce offers orgs in four editions: optimized Professional, Enterprise, and Unlimited Editions, and Developer Edition.
  • All optimized editions are called “Lightning.” For conciseness, Salesforce omit “Lightning” in user documentation. For example, Salesforce uses “Professional Edition,” not “Lightning Professional Edition.”
  • All optimized editions are available in both Lightning Experience and Salesforce Classic.
  • All existing orgs those are using a Contact Manager, Group, Personal, Performance, or Database.com Editions, they can continue to use it or purchase one of the optimized editions.
Limits Increased for Optimized Professional Edition
  • With Summer '16 Connect Offline now also available in Professional Edition.
  • Entitlement Management now also available in Professional Edition. Entitlement process monitoring and workflow actions for entitlement milestones aren’t included in Professional Edition.
  • Omni-Channel now also available in Professional Edition.
  • Salesforce Console now also available in Professional Edition.
  • Service Contracts now also available in Professional Edition.
  • With Summer '16 you can now create/use as many Custom Apps as you want in Professional Edition.
  • You can now use up to two (2) Custom Profiles per license type.
  • You can now create/use as many Custom Tabs as you want in Professional Edition.
  • Pay attention to Field-Level Security for new fields, If you use page layouts and add new fields, Previously existing fields aren’t affected.
  • You can now create/use up to two (2) Permission Sets.
  • Professional Edition customers now have access to Process Builder, Salesforce premier process-automation tool, and can use up to five (5) processes to automate repetitive tasks.
  • Professional Edition customers can now create/use up to three (3) Record Types per object.
  • Professional Edition orgs now include ten (10) (change sets not available) Developer Sandboxes to use for development, testing, and training.
  • Lightning for Outlook is now available in Professional Edition.
  • Lightning for Outlook is now available in Group Edition as well.
Limits Increased for Optimized Unlimited Edition
  • With Summer '16 Live Agent now included in Unlimited Edition with the Service Cloud.
  • Salesforce Knowledge now included in Unlimited Edition with the Service Cloud.
  • With Summer '16 you can now create/use as many Custom Apps as you want in Unlimited Edition.
  • You can now create/use as many Custom Tabs as you want in Unlimited Edition.
  • Unlimited Edition orgs now include hundred (100) Developer Sandboxes and one (1) Partial Copy Sandbox to use for development, testing, and training.
Limits Increased for Optimized Enterprise Edition
  • With Summer '16 Enterprise Edition orgs now include twenty five (25) Developer Sandboxes and one (1) Partial Copy Sandbox to use for development, testing, and training.
Permission Set Licenses v/s Permission Sets
With Summer '16 Professional, Enterprise, and Unlimited Edition orgs include three (3) more Permission Set Licenses.
  • CRM User permission set license
  • Sales User permission set license
  • Service User permission set license
Permission Set Licenses and Permission Sets are not the same.
  • A Permission Set License lets users access features that are not included in their user license.
  • A Permission Set expands what users can do in profiles.
  • When you assign the CRM User, Sales User, or Service User permission set license, assignment of permission sets is not required.
Customize Home for Different User Profiles (Generally Available)
  • This feature is available in Lightning Experience only.
  • With Summer '16 Use the Lightning App Builder to create custom Home pages that appear for different Profiles.
  • Assign Custom Home Pages to specific Profiles.

Create New Accounts with Account Autofill
  • With Summer '16 you can create Accounts with Autofill feature. This feature is available in Lightning Experience only.
  • The suggestions include US-based companies.
  • Type a company name in the Account Name field and Salesforce will offer up suggestions. If data will be available Salesforce autofill Account Name, Website, Phone, and Billing Address (headquarter location) fields.
 

Company Logos on Account records (Beta)
  • With Summer '16 Company Logos will now be shown on Account records.
  • This feature is available in Lightning Experience and all versions of the Salesforce1 app.
  • Logos show up automatically, when available, on US-based Accounts.
  • If you’re not happy with a logo, for any reason, contact Salesforce Customer Support to remove the logo from the Account.



Allow users to relate a Contact to multiple Accounts (Generally Available)
  • With Summer '16 Contacts to Multiple Accounts lets you associate a single Contact with multiple Accounts. Every Contact needs to be associated with a primary Account (the account that appears in Account Name). And now, you can associate more Accounts with each Contact. The primary Account represents a direct relationship; the other Accounts associated with a Contact represent indirect relationships.
  • Read more about considerations


 

 
 




  


Create a Calendar from a Standard or Custom object
  • With Summer '16 you can now create a Calendar from a Standard or Custom object by choosing a date field representing data they want to track. This feature is available in Lightning Experience only.
  • Read more about considerations


Feeds on Report and Dashboard in Lightning Experience 

Automated Case User can now become "System" user
  • With Summer '16 you can now rename the Automated Case User to System so support agents can easily see when automated processes, such as case assignment rules, create a case or change the status of a case.
  • Setup > Build > Customize > Cases > Support Settings > click Edit > Automated Case User

Select Email Addresses with Autofill in Case Feed
  • With Summer '16 when you enter few letters of person's name or email, it automatically suggests matching names and addresses, just as in Gmail. The matching name will be showing from across Contacts, Leads, and Users.


Send Email Through Gmail or Office 365 Accounts
  • This feature is available in Lightning Experience only.
  • With Summer '16 you can now send Email through Gmail or Office 365 Accounts
  • Setup > Administer > Email Administration > Send through External Email Services


Separate Email Object & Enhanced Emails
  • With Summer '16 you can now relate Emails to multiple contacts, leads, and users and to a single opportunity, campaign, case, account, or person account.
  • Enable Enhanced Email to store emails as Email records instead of Tasks, which lets users relate emails to objects other than the Case object.
  • Build business logic based on Email by using custom fields, workflows, triggers, and page layouts with the Email object. 
  • Enhanced Email is not automatically enabled for orgs that use Email to Case.
  • If you use Email to Case, you can use custom fields, workflows, and triggers with email without enabling Enhanced Email.
Connect to Box from Salesforce (Generally Available)
  • With Summer '16 you can now access, share, and search Box content right from Salesforce.
  • Integrate your external content by including it in global Salesforce searches. Box supports SOSL queries, but SOQL queries are not supported. 
  • Read more about "Files Connect Setup Process"
Text Changes in External Data Source (External Objects)
  • With Summer '16, Salesforce has renamed couple of terms in External Data Source page.
  • Lightning Connect is now called Salesforce Connect.
  • Salesforce adapter is now called the Cross-Org adapter.
  • Allow Create, Edit, and Delete—This option is now Writable External Objects.
  • Include in Salesforce Searches—This option is now Enable Search.
  • Special Compatibility—The value Default is now None.
Navigation between Salesforce Orgs
With Summer '16 users can now easily navigate Salesforce when they have multiple usernames on the same or different Salesforce orgs.


 Create Sandbox from Another Sandbox
  • With Summer '16 you can now create a sandbox by cloning an existing sandbox rather than using your production org as your source. Save time by populating any type of sandbox with a previously chosen set of data and metadata.
  • This is available only for Full or Partial Copy Sandboxes.
Enable Lightning Experience for Specific Users
  • With Summer '16 you can decide who gets immediately switched to the new Lightning interface and who stays in Salesforce Classic.
Visualforce for Lightning Experience is Generally Available
  • With Summer '16 Visualforce is now fully supported in Lightning Experience.
Lightning Components in Sidebar
  • With Summer '16 you can now embed Lightning components in sidebars through Visualforce pages.


Flow Lightning Components in Lightning App Builder (Pilot)
  • With Summer '16 you can now add flows to any Lightning page–App pages, Record pages, and Home pages.
Person Accounts Has a Separate Page in the Lightning App Builder
  • With Summer '16, Person accounts and business accounts now each has its own page with its own unique components. However, person account pages can’t be edited…yet.
Set the Page Title in Lightning Experience with the title Attribute in <apex:page> tag
  • With Summer '16 you can set the page’s title using the title attribute of the <apex:page> tag. This sets the text used in browser windows, tabs, and bookmarks.
Automatically Get Geocodes for Addresses (Generally Available)
  • With Summer '16 you can set up and activate the geocode clean rules for your org. Then, geocodes are added for addresses on existing and new accounts, contacts, and leads.
  • Geocodes are added to records using Data.com technology. However, a Data.com license is not required to use this feature.
Added Picklist Support for Custom Metadata Types (GA)
  • With Summer '16 Custom picklist fields on custom metadata types are now fully supported.
Setup Trace Flags from Debug Logs page
  • With Summer '16 you manage your Debug Levels on the new Debug Levels page in Setup.
  • Also, You can now create Automated Process, User, Apex Class, and Apex Trigger trace flag types in one Setup location: the Debug Logs page.
View Time Zones in Debug Logs
  • With Summer '16 Debug logs now include time zone information for activity timestamps.
Increased Cross-Namespace Limits
  • With Summer '16 Salesforce has increased the number of unique, certified namespaces that can be invoked during a single Apex transaction. Previously, this limit was 10. Salesforce has removed this limit and added a cumulative cross-namespace limit and which is 11 times the per-namespace limit.
Test Provisioning Users for your Connected App
  • With Summer '16 you can now to test and manage the user provisioning process with the new test utility class "testConnectorUtil" for writing automated tests.
One Asynchronous Limit for All Asynchronous actions
  • With Summer '16 you can now make up to 200 asynchronous calls of any type in a single Apex transaction. These action types include:
  • Methods with the future annotation (@future)
  • Jobs added to the queue with the System.enqueueJob method
  • Classes scheduled concurrently with the System.schedule method
  • Batch Apex jobs scheduled with the Database.executeBatch method
  • The limit on the number of items allowed in the Apex flex queue remains the same. Five batch jobs can execute simultaneously, and you can have up to 100 additional batch jobs in the flex queue. In addition, the total number of scheduled jobs can’t exceed 100.
Simplify Development of Asynchronous Callouts by Using Named Credentials
  • With Summer '16 you can now use Named Credentials in long-running asynchronous callouts (Visualforce Continuation) from a Visualforce page’s controller.
Run SOQL Queries on PlatformAction with a LIMIT Clause
  • With Summer '16 you can now successfully run a SOQL query containing a LIMIT clause on the PlatformAction object in Apex. Previously queries on the PlatformAction object that contained a LIMIT clause were being rejected.
Null Values When Serializing Apex Objects 
  • With Summer '16 Set suppressApexObjectNulls to true to suppress Null Values when serializing Apex objects into JSON.
Get a Map of Populated SObject Fields 
  • With Summer '16 Salesforce has introduced a new method on the SObject class that returns a map of populated field names and their corresponding values.
Map<String, Object> getPopulatedFieldsAsMap()

Global Picklist in Change Set Component
  • With Summer '16 the metadata for a global picklist is now available in Change Set Components.

Financial Services Cloud
  • With Summer '16 Salesfoce has came with upgraded Financial Services Cloud. Where you can convert Leads to Clients, create Opportunities etc. Read in detail...

Health Cloud
  • With Summer '16 Salesforce has delivered outstanding health management system for patients. This will be an interesting vertical for Salesforce customers, partners and employees in Health Care & Pharmaceutical space.

Useful Resources


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