Monday, September 12, 2016

Quick Overview of Winter ’17 Features

Lightning Strikes Again!

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 Winter '17 features are now publicly available. As per Salesforce Winter '17 Release documentation most of the new features can be outdated or unavailable during release preview.

Winter '17 Release

At the moment you can’t access Lightning Experience in a mobile browser. Instead, Salesforce recommends using the Salesforce1 app when you’re working on a mobile device. Please see Requirements for the Salesforce1 Mobile App.

Global Instant Results
The global instant results let users quickly access a record before performing a full search. This feature is available in Lightning Experience only.

Top Results Anytime You Search
When you’re searching for a record, it’s helpful to start with a wide-angle view before zooming in. That’s why every search takes users to the Top Results page, no matter where they are in the app. Users get a high-level overview of relevant matches across all their most frequently used objects. This feature is available in Lightning Experience only.

Lightning Apps in Lightning Experience
The number of Lightning Apps you can create in an org varies by edition. 

News Articles on Account record (Lightning Experience)
News Articles on Accounts

News for Contacts
The news on contact records works similar to other objects. News items are selected based on the contact’s related account, its executives, and its industry, and come from US-based sources.

Assign Credit for Opportunities to Multiple Campaigns with Customizable Campaign Influence (Generally Available)
Flexible revenue attribution across multiple campaigns offers.
1) better business intelligence
2) more marketing accountability
3) improved alignment between sales and marketing.

Lightning Voice in Lightning Experience
With Winter ’17 release, Lightning Voice is available only through the utility bar under App Manager. This feature is available in Lightning Experience only. For now, Salesforce only supports outgoing calls to the U.S. and Canada only.

Personalize Calendars with Different Colors
With Winter '17 now you can choose a color, or create your own, and even add a texture to your calendars in Lightning Experience.

Inline Editing (Beta) in Lightning Experience
With Winter '17 Users can now update Records in List View with Lightning Inline Editing (Beta). This release contains a beta version of Lightning Edit that’s production-quality but has known limitations.

Limitations in This Beta Release
Users can’t edit inline in a list view if:
  • The list view contains more than one record type.
  • The list view uses filter logic that contains OR clauses.
  • The list view contains lookup or dependent picklist fields.

Kanban Style Visual Layout for Leads, Contracts, and Campaigns
With Winter '17 you can now track and manage Leads, Contracts, and Campaigns using the Kanban-style visual layout.

Use Skype for Business in Salesforce (Beta)
With Winter '17 get in touch with other users in your org, directly from Salesforce. This feature requires a Skype for Business Online license.

Open CTI in Lightning Experience
  • With Winter '17 Open CTI (computer-telephony integration) is now available in Lightning Experience.
  • This is available without installing adapter programs on users’ machines!
  • Open CTI is now available in Lightning Experience as well as Salesforce Classic.
  • It comes with a new Open CTI API just for Lightning Experience that’s easier to use.
  • Now there are two separate Open CTI APIs—one for Salesforce Classic and one for Lightning Experience.
  • Open CTI for Lightning Experience works only in Lightning apps—it doesn’t work in Classic apps.
  • Please read Open CTI Developer Guide.
Instagram Generally Available
With Winter '17 Instagram support is now generally available. This feature is available in both Lightning Experience and Salesforce Classic.

Sync Your Social Accounts
With Winter '17 sync up to 2000 social accounts faster with 500 accounts viewable per page. This feature is available in Salesforce Classic only.

Salesforce Knowledge in Professional Edition

With Winter '17 Salesforce Knowledge functionality is now available in Professional Edition.

Control List View Hovers in the Service Cloud Console
  • With Winter '17  you can now control whether list view hovers appear in your console.
  • Now you can keep your responsive lists, but turn off list view hovers.
  • Hovers appear only when users mouse over a record name, or for cases, the subject field. 
  • This feature is available in Salesforce Classic only.

How to Access the Service Cloud Console in Lightning Experience
  • With Winter '17 you can no longer access the console using the Lightning Experience App Launcher. To access the console, make sure that you’re in Salesforce Classic and then use the app picker to switch to the console. By default, the console app is hidden in the Lightning Experience App Launcher.
Chat Your Customers from Your Website with Snap-In Chat (Beta)
  • With Winter '17 you can now directly add chat widget to your website so that customers can quickly get answers to their questions by chatting with an agent while browsing your site.
  • Snap-In Chat uses a lightweight Live Agent deployment that you can quickly configure. Add the chat code to the web pages where you want the chat widget to be available.
  • This feature is available in Lightning Experience only.
  • This release contains a beta version of Snap-ins, which means it’s a high-quality feature with known limitations.


Enforce Lightning Components Access Checks (Critical Update)
This critical update enforces access check violations. Previously, the access violations only generated warnings. Access check enforcement enables component authors to have greater control over how their components are used.
You can control access to your applications, interfaces, components, attributes, and events via the access system attribute on these tags:
  • aura:application
  • aura:interface
  • aura:component
  • aura:attribute
  • aura:event
The default value for these resources is access="public", which means the resources are available only within the same namespace.

When you open a page in Community Builder that contains a custom Lightning component with access check errors, an error message is displayed.

Please read Lightning Components for Access Check Violations.

Enable Lightning LockerService Security for Communities (Critical Update)
This was a critical update for Communities in Summer ’16. This critical update was scheduled for auto-activation in Winter ’17. The auto-activation date has been postponed until Spring ’17.

Create your own Custom Template in Communities
With Winter '17 use the Customer Service (Napili) template to build your custom template with standard pages and components, or create custom pages, layouts, and components of your own.

New Component Types in Add to Package
With Winter '17 in Packages under Setup, select Lightning Community Template or Lightning Page as the component type. 

Build Custom Theme Layouts
With Winter '17 you can now create a custom theme layout component in the Developer Console that implements the forceCommunity:themeLayout interface.

New Interfaces in Lightning Components
  • forceCommunity:themeLayout
  • forceCommunity:searchInterface
  • forceCommunity:profileMenuInterface
  • forceCommunity:analyticsInteraction event
  • force:lightningQuickAction
  • force:lightningQuickActionWithoutHeader
  • Base Lightning Components
New Layout of Lightning Community Builder
With Winter '17 Salesforce has redesigned the toolbars in Community Builder.

Google Analytics in Community Builder

With Winter '17 you can now add your Google Analytics tracking ID in Community Builder. Analyse the data to understand your customers, where they are, what they’re searching for, what they click, and where they leave your community.

Setup Accessibility for Each Page in Your Community
With Winter '17 you can set access for each page in Lightning Community Builder.

Napili Template Name Changed
With Winter '17 Napili Template is now called Customer Service (Napili).

Use External Data Sources in Your Template-Driven Community

With Winter '17 you can now access external data and content that are stored outside your Salesforce org from your Customer Service (Napili) template community.

Changing Templates Is No Longer Supported

With Winter '17 the ability to change templates is supported only for communities that use the Salesforce Tabs + Visualforce template. Salesforce no longer supports this functionality for communities that use the Koa, Kokua, and Customer Service (Napili) templates.


ApexTestSuite in Metadata API
With Winter '17 Apex test suites are now accessible through the Metadata API, using the ApexTestSuite type. You no longer need to recreate test suites in each of your testing orgs.


Relationships Per Object in Formulas

With Winter '17 Salesforce has increased the number of unique relationships per object from 10 to 15.

AppExchange in your Salesforce Org

With Winter '17 AppExchange experience is now available in your Salesforce org. You can now easily browse and search thousands of apps directly from your org. 

Relationship Fields in Custom Metadata Types
With Winter '17 Relationship fields are now generally available in custom metadata types. Use metadata relationship fields to look up records of other custom metadata types.

Custom Metadata Loader

With Winter '17 you can now update existing records of a custom metadata type using the custom metadata loader.

Apex Stub API to Implement a Mocking Framework (Pilot)

With Winter '17 Apex now provides a stub API for implementing your own mocking framework. It helps you create faster, more reliable tests. You can use it to test classes in isolation, which is important for unit testing.

Please read StubProvider Interface (Pilot).

Lightning Design System in Lightning Apps

With Winter '17 you can use the Lightning Design System to style your Lightning apps by extending force:slds or using a static resource.

Make More API Calls from your Org

The old calculation was based on your number of licenses and the license types, with a guaranteed minimum of 15,000 calls per 24-hour period. With Winter '17 Salesforce has scrapped the minimum and will give everyone 15,000 more calls. If your org is using the old calculation after it has upgraded to Winter ’17, contact your Account Executive to switch to the new calculation.

Daily Batch limit to Process records in Bulk API
With Winter '17 the daily batch limit has been increased from 5,000 to 10,000 batches a day for Bulk API for all orgs.

Daily Org Limits for Sending Emails with the API Have Increased
  • With Winter '17 using the Salesforce API or Apex, you can now send single emails to 5,000 external email addresses per day based on Greenwich Mean Time (GMT).
  • You can also send mass email to 5,000 external email addresses per day per org.
  • The maximum number of external email addresses is no longer based on your Salesforce edition. 
  • Emails sent using the Salesforce email author or composer don't count toward this limit.
  • There’s no limit on sending individual emails to contacts, leads, person accounts, and users in your org directly from account, contact, lead, opportunity, case, campaign, or custom object pages.
Features Retiring

  • TLS 1.0 Deactivation is scheduled, but not guaranteed, for June 2016 for sandbox orgs and early 2017 (Salesforce is disabling TLS 1.0 on a rolling schedule, ending in March 2017) for production orgs. For all browsers, enable JavaScript, cookies, and TLS 1.2. If TLS 1.2 isn’t available, enable TLS 1.1. Browsers that don’t support TLS 1.1 or TLS 1.2 won’t be able to access Salesforce after Salesforce deactivate TLS 1.0.
Update Contacts Via Stay-in-Touch Requests
Cloud Scheduler
  • Cloud Scheduler is beginning retirement in Winter ‘17.
  • Cloud Scheduler is unavailable in Salesforce orgs created in Winter ‘17 or later.
  • If you enabled Cloud Scheduler before Winter ‘17, it remains available in your org until Winter '18. However, if you remove the New Meeting Request button, you can’t add it back.
Salesforce for Outlook
  • With Winter '17 prepare your computing systems to continue using Salesforce for Outlook after Salesforce disables TLS 1.0 encryption protocol.
  • Salesforce is disabling TLS 1.0 on a rolling schedule, ending in March 2017.
  • Customers using Salesforce for Outlook v2.9.3 and earlier must upgrade to the latest version to avoid service disruptions.
  • When Microsoft retires support for Outlook 2007 and Exchange 2007 (scheduled for April 2017), Salesforce is ending support as well.
Connect for Office Microsoft Excel Add-On
  • After Salesforce disables TLS 1.0 in March 2017, Salesforce will discontinue support for the Connect for Office Microsoft Excel Add-On.
Connect for Office Microsoft Word Add-On and Standard Mail Merge
  • After Salesforce disables TLS 1.0 in March 2017, Salesforce will discontinue support for the Connect for Office Microsoft Word Add-On and standard mail merge.
  • As a replacement, we encourage reps to transition to Extended Mail Merge. Extended mail merge is compatible with versions of TLS that Salesforce continues to support, like TLS 1.1 and higher.
Import My Accounts and Contacts Wizard Is Retired
Desktop CTI will be Ended
  • Desktop CTI (computer-telephony integration), also known as the CTI Toolkit, will reach the end of its life and stop functioning with the Spring ’17 release.
  • Just one more release to migrate your CTI functionality to Open CTI.
  • If you’re already using an adapter built on Desktop CTI, it will stop working with the Spring ’17 release.
  • Please see Open CTI in Lightning Experience.
Linkedin Pilot is Ending
With Winter '17 the LinkedIn pilot program is no longer supported due to LinkedIn policy changes.

Chatter Answers
Chatter Answers retires in Winter ’18. Salesforce will no longer support Chatter Answers, and users of Chatter Answers will no longer be able to post, answer, comment, or view any of the existing Chatter Answers data.

Other Important Features

Useful Resources