Saturday, April 22, 2017

Quick Overview of the Summer '17 Features

Salesforce Einstein! Salesforce platform with Artificial Intelligence (AI)!

As we all know Salesforce announces Seasonal Releases three times a year. Each release comes up with large number of new and enhanced features. Salesforce Summer '17 features are now public and available. As per Salesforce Summer '17 Release documentation most of the new features can be outdated or unavailable during release preview so make your purchase decisions only on the basis of generally available products and features.

Lightning Experience in Mobile

Currently you can’t access Lightning Experience in a mobile browser. The recommendation is to use the Salesforce1 app when you’re working on a mobile device. Please see requirements for the Salesforce1 Mobile App.

New Lightning Experience Migration Assistant

With Summer '17 has came up with new, easier-to-use, wizard-style interface for Lightning Experience Migration Assistant.

Switch One or More Users to Lightning Experience

With Summer '17 Lightning Experience Migration Assistant makes it easier to find specific users in the list and to see which users in your org are eligible to switch.

Hide Switcher from Users

With Summer '17 if you want some or all of your users to stick to Lightning Experience and not allowing them to switch back and forth between Lightning Experience and Salesforce Classic then enable the permission "Hide Option to Switch to Salesforce Classic".

Use Keyboard Shortcuts in Lightning Experience

With Summer '17 you can nwo search, edit, save, and close a record without touching a mouse. This change applies to Lightning Experience ONLY.

To view the available keyboard shortcuts Menu, press:
  • Windows: Ctrl+/
  • macOS: Cmd+/

Lightning Console Apps

  • With Summer '17 Lightning console apps are now generally available (GA) for an extra cost to users with Salesforce Platform user licenses for certain products.
  • This add-on license will be available for purchase in late June 2017.
  • Please have a look at Lightning Experience Roadmap.

Keyboard Shortcuts for Lightning Console Apps

Person Accounts in Lightning Console Apps

With Summer '17 Person Accounts are available now in Lightning Console Apps.

Lightning Console JavaScript API (Pilot)

  • With Summer '17 Salesforce provides Lightning Console JavaScript API which has methods to control tabs, subtabs, and the utility bar in Lightning console apps.
    The Lightning Console JavaScript API is available as a developer preview.
  • The Lightning Console JavaScript API has two libraries, the workspace API and the utility bar API. To use the libraries, include force:workspaceAPIAccess or force:utilitybarAPIAccess in Lightning component.

External Search Engines with Federated Search (Generally Available)

  • With Summer '17 using Salesforce global search and you can now see external results in a single search results page.
  • Have a look at Federated Search Developer Guide. Use this API only if your company doesn’t have an existing search provider, such as Coveo, Docurated, or Swiftype search. If your company manages your own external data source, developers use this API to create a compliant external search provider.

Get Search Results with Possible Misspelling

With Summer '17 when your search term gets no results because of a possible misspelling, Salesforce will show results for spell-corrected terms. This change applies to Lightning Experience ONLY.

Lightning Voice (Lightning Dialer)

Convert Old Notes into the New Notes related list

With Summer '17 you can copy old notes from the Notes & Attachments related list to the Notes related list in Lightning Experience.

Detect Duplicates across Leads and Contacts

With Summer '17 you can now detect leads and contacts that duplicate each other.

Free Data Assessment Before Purchasing Data Packages

With Summer '17 before you buy a package, run a free Data Assessment to make sure that the data in the package is valuable for your business.

Create Orders as Global Actions

With Summer '17 you can now add Orders as global actions.

Preview Quote PDFs in Firefox

With Summer '17 in Salesforce Classic, you can now preview quote PDFs in Mozilla Firefox.

Sales Cloud Einstein Readiness 

With Summer '17 you can now run the Sales Cloud Einstein Readiness Check, that analyze your Salesforce implementation. Salesforce will send you personalized report that tells you which Einstein features you’re ready to use now and which ones require extra steps.

Automated Contacts (Einstein Activity Capture) Suggestions in Einstein

  • With Summer '17 Einstein now uses email and event activity to suggest new record data that you can add to Salesforce as new Contact associated to an Account record or new Opportunity Contact roles associated to an Opportunity.
  • You can see these suggestions when you connect your email and calendar to Salesforce with Einstein Activity Capture.
  • With Summer '17 Einstein Activity Capture adds an activity to a related Opportunity if the activity occurred within the opportunity’s date range.
    With Summer '17 users can change their Activity Sharing at any time from their personal settings.
  • With Smart Email Matching (Beta) you can see relevant emails and events in the activity timeline of opportunity records.

Get access to Einstein Platform (Einstein Vision API)

  • With Summer '17 you can now sign up for Einstein Vision to receive 1,000 free predictions per calendar month.
  • Have a look at all the relevant articles under "Development" section here.
  • Trailhead for Einstein Vision

Lightning Service Console App

With Summer '17 Lightning Service Console is coming with new features (e.g. Omni-Channel utility bar, supported with Person Account etc.).

Send Email quick action is Renamed Email

With Summer '17 the Send Email quick action has renamed to Email.

Lightning Knowledge

  • With Summer '17 Lightning Knowledge is now generally available (GA).
  • After you enable Lightning Knowledge, you can't disable it.
  • In Lightning Knowledge you can now setup fields, field sets, record types, page layouts, compact layouts, validation rules, and other object metadata.
  • Enabling Lightning Knowledge changes your Org's Data Model to use Record Types rather than Article Types.
  • Orgs with multiple articles types require data migration to consolidate article types before enabling Lightning Knowledge.
  • Lightning Knowledge is available in the Customer Service (Napili) template.

Social Customer Service in Professional Edition

  • With Summer '17 you can now use Social Customer Service in Professional Edition.
  • A new connected app links Salesforce with Social Studio without requiring API enabled access to your org. And API calls don’t count towards your API limits.

Lead & Case Assignment Checkbox in Salesforce1

With Summer '17 Salesforce1 mobile app users can now see the Assignment checkbox on cases and leads.

Updating the Web-to-Case and Web-to-Lead Endpoint URL
With Summer '17 to improve the performance of the Web-to-Case (W2C) and Web-to-Lead (W2L) functionality, the endpoint that receives the W2C/W2L form submission data from company websites to create leads/cases in Salesforce will be replaced.

Support for Customers with Community 360 (Pilot)

With Summer '17 using Community 360 support agents can work effectively by looking at articles which have already accessed by customer in community.

Snap-ins Chat in Lightning Communities

With Summer '17 you can now add Snap-ins Chat in Lightning Community Builder.
Snap-ins Chat to let community members quickly solve questions and issues with live chat support.

The New Partner Community Solution

Salesforce is retiring the Lightning Partner Management package announced in Spring ‘17 in favor of the Partner Central solution.
Partner Central is your one-stop shop for your partner relationship management needs.
To use Partner Central, you must have at least one Partner Community license in your org.

Connect Content Management System (CMS) to Your Community (Beta)

CMS Connect lets you bring CMS content, such as headers, footers, and banners, into your community.

Flow Component in Lightning Pages (Generally Available)

With Summer '17 you can now embed active flows (Flow component) in Lightning page of Lightning App Builder.

Metadata Behavior Change for Permission Set

  • With Summer '17 in API 40.0 and later, when you deploy the output of a retrieval to another org, the target org metadata is now replaced by the metadata in the deployment.
  • In API 39.0 and earlier, when you deploy your retrieved permission set output to another org, the deployment contents are merged with your current org data.

Deploy Community using Change Sets

With Summer '17 you can now deploy "Network (represents a community)" using change set.

Override Standard Actions with Lightning Components

With Summer '17 you can override four of the standard actions on objects—View, New, Edit, and Tab—using Lightning components.

@isTest(isParallel=true) Annotation

With Summer '17 use the @isTest(isParallel=true) annotation to indicate test classes that can be run in parallel and aren’t restricted by the default limits on the number of concurrent tests.

Features Retiring

Microsoft Internet Explorer version 11
  • Support for Internet Explorer version 11 (IE11) to access Lightning Experience started retiring beginning in Summer ’16.
  • Previously the end of support date for IE11 for Lightning Experience was December 16, 2017.
  • With Summer '17 Salesforce has extended support for IE11. This extended support will be available until December 31, 2020.
  • The end of access and support for Lightning Experience with IE11, including Lightning console apps such as Lightning Sales Console and Lightning Service Console, has been extended from December 16, 2017 to December 2020, but customers must opt in to receive this extended support.
  • Please read the knowledge article How do customers opt in to receive extended support?
Advanced Email Matching to Opportunities

With Summer '17 Advanced Email Matching to Opportunities (Beta) feature is no longer available, use Smart Email Matching (Beta) feature instead.

Cloud Scheduler to begin phased retirement with Winter ‘17
Cloud Scheduler remains available in your org until Winter '18

Stay-in-Touch Requests
Stay-in-Touch Requests are officially retired.

Chatter Answers
Chatter Answers will officially retire in Winter ’18.

Salesforce Mobile Classic App
Salesforce Mobile Classic app is retiring on December 1, 2017.

Useful Resources