Showing posts with label Salesforce. Show all posts
Showing posts with label Salesforce. Show all posts

Saturday, October 6, 2018

Quick Highlights of the Winter ’19 Features

Connected Customer Experiences | Einstein | IoT




As we all know Salesforce announces Seasonal Releases three (3) times a year. Winter '19 release notes are now publicly available. Winter '19 release is coming with enhancements and new exciting features!.


General

Get Feedback from Users on switching back to Salesforce Classic

With Winter '19 release, you can now collect feedback to find out why users are switching back to Salesforce Classic.

Lightning Experience > Setup > Onboarding & Assistance

Lightning Experience Configuration Converter

With Winter '19 release, Salesforce has introduced Configuration Converter for JavaScript buttons move to Lightning Experience.

Note: The Lightning Experience Configuration Converter is a standalone tool outside of Salesforce.



Lightning Usage App

With Winter '19 release, you can now view page performance by browser, mobile, Salesforce Classic and Lightning Experience in Lightning Usage App.

Note: The Lightning Usage App is not available for sandbox orgs.



Close All Tabs Keyboard Shortcut

With Winter '19 release, use the Shift+w keyboard shortcut to close all of your unpinned tabs at once.

External Objects in Lightning Console

With Winter '19 release, External Objects are now supported in Lightning Console.

Visualforce Overrides in Console Apps

With Winter '19 release, Visualforce Overrides (new, edit, view, tab, list, and clone) are now supported in console apps.

Field History Tracking Data for 18 months ONLY

With Winter '19 release, Salesforce will retain field history tracking data for up to 18 months ONLY.

Salesforce will no longer retain field history beyond 18 months. To retain field history longer, you can purchase the Field Audit Trail add-on.

reCAPTCHA form in Web-To-Lead

With Winter '19 release, you can use reCAPTCHA verification form in Web-to-Lead process to avoid spam leads.

Retain Edit Rights for Previous Opportunity Owners

With Winter '19 release, you can now retain the Edit rights for the previous owner.

Salesforce Live Message

With Winter '19 release, Customers can now contact support center via Text Messages and Facebook Messenger to get their issues resolved. Read more exciting features of Live Message.

Live Agent Setup Lightning Experience

With Winter '19 release, Live Agent Setup is now available in Lightning Experience.

Einstein Bots with No Code Required

With Winter '19 release, you can now call Flows and Send an Email as Actions in Dialogs.

Salesforce Mobile Apps SDK Supports Einstein Bots

With Winter '19 release, the Snap-ins SDK for iOS and Android now includes Einstein Bot support.

Create Cases in Salesforce from YouTube comments

With Winter '19 release, you can now connect YouTube channel directly to Service Cloud. You must have a Social Studio account to sync your YouTube account.

Service Cloud Mobile App

With Winter '19 release, Android and iOS versions of Service Cloud Mobile update to version 1.1.0. Service Cloud Mobile is now localised for your org’s default language. Also ability to post Salesforce Files to the case feed is now available in Android as well.

New Template "Help Center" in Communities

With Winter '19 release, you can create a public self-service help center and make knowledge base public for your customers.


Custom Metadata Types

Reference Custom Metadata Types in Advanced Formula Fields

With Winter '19 release, you can now reference custom metadata type records in an advanced formula field.

Edit Custom Metadata Type Records in Memory within Apex

With Winter '19 release, you can now instantiate and edit custom metadata records in memory within Apex. DML operations aren’t allowed on custom metadata in Apex. For DML operations, you have to use the Apex Metadata API.


Apex

Mark Apex Methods as Storable (Cacheable)

With Winter '19 release, you can now use Apex method as storable (cacheable) instead of using setStorable() on every JavaScript action.

To cache data returned from an Apex method for any component with an API version of 44.0 or later, annotate the Apex method with @AuraEnabled(cacheable=true)

@AuraEnabled(cacheable=true)
public static Account getAccount(Id accountId) {
    // your code here
}

Fire Platform Events from Batch Apex Classes (Beta)

With Winter '19 release, you can now fire Platform Events from Batch Apex Classes. This is currently a Beta feature.

To fire a platform event, a batch Apex class declaration must implement the Database.RaisesPlatformEvents interface.

public with sharing class YourSampleBatchJob implements Database.Batchable<SObject>, Database.RaisesPlatformEvents
   // your code here

}

Use Inherited Sharing to Secure Apex Code

With Winter '19 release, you can now specify the inherited sharing keyword on an Apex class, which allows the class to run in the sharing mode of the class that called it.

public inherited sharing class InheritedSharingClass{
// your code here

}

Streamline API Calls from Apex Code

With Winter '19 release, you can now use the new System.Url.getOrgDomainUrl() method to interact with Salesforce REST and SOAP APIs in Apex code. You can now also use the updated System.UserInfo.getSessionId() method to retrieve session IDs, even when your code runs asynchronously.

Http h = new Http();
HttpRequest req = new HttpRequest();  
req.setEndpoint(Url.getOrgDomainUrl().toExternalForm() + '/services/data/v44.0/limits');
req.setMethod('GET');
req.setHeader('Authorization', 'Bearer ' + UserInfo.getSessionId());

HttpResponse res = h.send(req);

Extend Functionality with the Callable Interface

With Winter '19 release, you can now use System.Callable interface enables you to use a common interface to build loosely coupled integrations between Apex classes or triggers.


Enterprise Messaging

High-Volume Platform Events (Pilot)

With Winter '19 release, Salesforce has made enhancements in high-volume platform events to publish and process millions of events efficiently.

Receive Streaming Events in Lightning Component

With Winter '19 release, you can now listen streaming events by embedding the lightning:empApi component.

Change Data Capture (Developer Preview)

Change Data Capture publishes change events, which represent changes to Salesforce records. Changes include creating a record, updating a record, deleting a record, and undeleting a record.

Visualforce

Securely Retrieve and Display Third-Party Images in Visualforce Pages

With Winter '19 release, you can now use the IMAGEPROXYURL function to securely fetch images outside Salesforce org’s server. 

<img src={!IMAGEPROXYURL("http://exampledomain.com/pic.png")}/>

<apex:image value="{!IMAGEPROXYURL("http://exampledomain.com/pic.png")}"/>

Improve Security by Isolating Untrusted Third-Party Content with iframes

With Winter '19 release, you can now isolate HTML static resources on a separate domain using iframes. 

To reference a static HTML file on a separate domain, use $IFrameResource.<resource_name> as a merge field, where resource_name is the name you specified when you uploaded the static resource.

URL Redirect Parameters Are No Longer Case-Sensitive

With Winter '19 release, URL parameters used in Visualforce pages—retURL, startURL, cancelURL, and saveURL—are no longer case-sensitive.


Deployment

Use Modify Metadata permission to Access to Metadata (Beta)

With Winter '19 release, you can now use a new permission "Modify Metadata" that enable access to Metadata without enabling access to Data. This is currently a Beta feature.

Deploy Using REST

With Winter '19 release, you can now use the Metadata REST API with all deployments. You need to have the Modify Metadata permission (currently in Beta) or the Modify All Data permission to perform deployments.




Winter '19 release has lots of other exciting and interesting features but these are just few of them. Please read the Winter '19 release notes for details.

Useful Resources

Sunday, May 20, 2018

Quick Highlights of the Summer ’18 Features

Discover, Adopt, and Personalize | Modern and Intelligent User Experience



As we all know Salesforce announces Seasonal Releases three (3) times a year. Summer ’18 release notes are now publicly available. Summer ’18 release is coming with enhancements and new exciting features!.

Encourage Users to Adopt Lightning Experience

With Summer '18 release, Users who have access to Lightning Experience are automatically switched from Salesforce Classic to Lightning Experience on a weekly basis.




New URL for Lightning Experience & Salesforce Mobile App

Salesforce Summer '18 release is coming with new URL format for Lightning Experience & Salesforce Mobile App.




Search the Object Easily & Faster

With Summer '18 release, you can now search to any searchable object simply by choosing or typing the object name in the dropdown.




Einstein Bots in Action!

With Summer '18 release, Einstein Bot is generally available to orgs with Service Cloud and Live Agent user licenses.




Perform Mass Quick Actions in Lightning Experience

With Summer '18 release, you can now use a mass quick action with cases, leads, accounts, campaigns, contacts, opportunities, work orders, and custom objects in Lightning Experience.

Communities: Lightning Community Template "Customer Service (Napili)" has a new Name

With Summer '18 release, Customer Service (Napili) is now called Customer Service.

Communities: Optimize Customer Community Site with Progressive Rendering

With Summer '18 release, You can specify in which order components are displayed when the page loads to optimize your site’s speed.

Communities: Lightning Bolt has a new Name

With Summer '18 release, Lightning Bolt is now renamed Lightning Bolt Solutions.

Communities: Community Users login with Passwordless login

With Summer '18 release, Community users can now login into your community with a verification code instead of a password.

Please read the details here

Related useful resources

Implement Passwordless Login and Verification Methods with Apex

Give Users Flexibility When Entering Phone Numbers

Enable Users to Review and Manage Their Verification Methods

Communities: Expire Community Links in Welcome Emails

With Summer '18 release, you can now set number of days to expire the links in Community Welcome emails.

Communities: Make Sure That Your Head Markup Is Valid

Starting with Summer ‘19 all existing code must be compliant for the <head> to function, and all new code must be compliant to be saved.

Communities: Sharing Sets for all Customer and Partner Licenses (Beta)

With Summer '18 release, You can now use sharing sets with the Customer Community Plus and Partner Community licenses (role-based community licenses). Previously, sharing sets were limited to Customer Community users ONLY.

Time Field Type (Generally Available)

With Summer '18 release, the Time field type is now generally available.

Retrieve Custom Setting List Views Using the Metadata API

With Summer '18 release, you can now retrieve custom setting list views using the Metadata API.

Rename Your My Domain

With Summer '18 release, you can now rename My Domain subdomain without contacting Salesforce Customer Support.

New Debug Mode for Lightning Components

With Summer '18 release, when debugging Lightning component JavaScript code, you can now enable debug mode only for the users who are actively debugging.

Lightning Component Library Is Generally Available

The Component Library is available at developer.salesforce.com/docs/component-library.

The Component Library is also available as an authenticated experience at 
https://<myDomain>.lightning.force.com/componentReference/suite.app

Where <myDomain> is the name of your custom Salesforce domain.

Lightning Experience Stylesheets to Visualforce Pages (Generally Available)

With Summer '18 release, the Lightning Experience Stylesheets feature is now generally available.

<apex:page lightningStylesheets="true" applyHtmlTag="false" applyBodyTag="false">

</apex:page>

The <body> tag has now Visualforce Scope in Lightning Experience

With Summer '18 release, the Visualforce page <body> element now includes the CSS scoping class slds-vf-scope when lightningStylesheets="true" in the <apex:page> tag.

<apex:page lightningStylesheets="true" applyHtmlTag="false" applyBodyTag="false">

<body class="slds-vf-scope">

    <!-- Your Lightning-styled Visualforce content -->

</body>

</apex:page>

Switch statement in Apex code!

With Summer '18 release, Apex now provides a switch statement :).

Get the DeveloperName for Record Types in Schema Describe

With Summer '18 release, Apex now has methods to help you get the developer name for record types more easily.

The SOQL Count() Function counts as only one query row toward the limit

With Summer '18 release, The SOQL count() function now counts as only one query row toward the limit.

Opt Out of Collecting Code Coverage Information During Test Runs

With Summer '18 release, you can quickly get the feedback on pass or fail status of test class rather than collecting coverage data.

The new @namespaceAccessible annotation for Packaging

With Summer '18 release, the new @namespaceAccessible annotation marks public or protected Apex as available to other packages that share a namespace.

Apex Code Size Limit Increased

With Summer '18 release, the maximum amount of Apex code in an org has been increased from 3 MB to 6 MB.

Metadata Coverage Report

Summer '18 is coming with Metadata Coverage report to analyse your org's metadata coverage information.

Referencing Custom Metadata Type Records in Validation Rules (Generally Available)

With Summer '18 release, you can now reference records of custom metadata typpe in Validation rules.

Chatter Desktop Is Being Retired in Summer ’18

Chatter Desktop is retiring in June 2018.

Files Connect for SharePoint On-Premises Is Being Retired

Files Connect for SharePoint On-Premises is scheduled for retirement in all Salesforce orgs as of May 18, 2018.

Files Sync Is Being Retired

Salesforce Files Sync is scheduled for retirement in all Salesforce orgs on May 25th, 2018.




Summer '18 release has lots of other exciting and interesting features but these are just few of them. Please read the Summer '18 release notes for details.



Useful Resources

Wednesday, December 20, 2017

Quick Highlights of the Spring ’18 Features

Lightning Platform | Artificial Intelligence (AI) | Data Protection and Privacy Regulations



As we all know Salesforce announces Seasonal Releases three (3) times a year. Spring ’18 release notes are now publicly available. Spring ’18 release is coming with enhancements and new exciting features!. As per Salesforce Spring ’18 release notes, 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.

Usually Winter release is one of the bigger releases of Salesforce because Salesforce aligns it with their mega event Dreamforce. So, if you haven't got a chance yet to read Winter ’18 release then recommendation would be to read Winter ’18 release first before deep dive into Spring ’18 release.



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.


Accessing Lightning Experience Using IE 11

With Spring '18, the support of Lightning Experience using Microsoft Internet Explorer Version 11 has extended through December 31, 2020.

Customize Themes and Branding in Lightning Experience

With Spring '18, you can now choose one of Salesforce’s built-in themes or create your own custom themes.



New URL Format for Lightning Experience and the Salesforce Mobile App

With Spring '18, Salesforce has changed the URL format used by Lightning Experience standard apps and the Salesforce mobile app.
  • Current format: https://<lightning.domain.com>/one/one.app/#/sObject/Account/home
  • New format: https://<lightning.domain.com>/lightning/o/Account/home

Guidance for Data Protection and Privacy Regulations

With Spring '18, Salesforce gives you guidance to help you evaluate the best way to meet your requirements regarding data protection and privacy regulations. Please also read how to store certain data privacy preferences (e.g. General Data Protection Regulation (GDPR) etc.).

UK and Ireland Contact Data Removed from Data.com Connect

With Spring '18, as Salesforce data protection and privacy regulations, such as the General Data Privacy Regulation (GDPR), Salesforce has removed data for contacts in the UK and Ireland from the Data.com Connect contact database.

Removed PII from Web-to-Case and Web-to-Lead Emails

With Spring '18, as Salesforce data protection and privacy regulations, such as the General Data Privacy Regulation (GDPR), Salesforce Emails will no longer include personal identifying information (PII) when Web-to-Case or Web-to-Lead fails.

External Community and Chatter Users

With Spring '18, External Community and Chatter users will now be able to deactivate their own accounts. Please read more here.



Salesforce Surveys (Generally Available)

With Spring '18, Salesforce Surveys are now Generally Available. You can embed surveys into Lightning pages and communities.
  1. For Lightning pages, use the Lightning App Builder to add the Survey standard Lightning component to your pages.
  2. For communities, use the Community Builder to add the Survey component.

WebEx Meetings in Salesforce Events

With Spring '18, you can now add WebEx meeting from the Event record page.

Override Standard Actions Separately for Different Experiences

With Spring '18, you can now override standard actions (e.g. View, New, Edit etc.) separately for different experiences (e.g. Salesforce Classic, Lightning Experience, Mobile).




Manage List Custom Settings Type

As Salesforce strongly recommends using custom metadata types instead over list type custom settings, with Spring '18 by default you will not be able to create List type Custom Settings. If you really want to use List type Custom Settings then you can enable List Custom Settings on the Schema Settings page in Setup.



Reference Custom Metadata Type Records in Validation Rules (Pilot)

With Spring '18, you can now add reference of Custom Metadata Type Records in Validation Rules. This feature is in Pilot release.





Force.com will Now be called Lightning Platform

With Spring '18, Salesforce has decided to change the name of "Force.com" to "Lightning Platform".

Deactivate Orgs

With Spring '18, you can now deactivate an org.
  • 30 days to change your mind and reactivate it.
  • After 30 days, the org is locked, and you must contact Salesforce Customer Support to reactivate it.
  • After 60 days, the org is permanently deleted from Salesforce servers.

Apex: Require Two-Factor Authentication Using Apex Triggers

With Spring '18, you can now add user identity verification in Apex trigger to help protect sensitive operations from outside integrations (e.g. API integrations etc.).

Visualforce: Removing Instance Names from URLs

With Spring '18, Salesforce is removing instance name from URL for Visualforce, Community Builder, Site.com Studio, and Content Files.
  • mydomain--c.visualforce.com replaces mydomain--c.na1.visual.force.com
  • mydomain--c.documentforce.com replaces mydomain--c.na1.content.force.com
  • All *.content.force.com URLs will be replaced with *.documentforce.com.

This change will be activated automatically on March 16, 2019.

Lightning: Lightning Component for Carousel!

With Spring '18, Salesforce has introduced a new Lightning component (lightning:carousel) for Carousel! Now you don't need to write custom code in JavaScript to build Carousel! Please read about other new and changed Lightning Components.


Lightning: Lightning Component for Record Edit!

With Spring '18, Salesforce has introduced a new Lightning component (lightning:recordEditForm) for editing record! Please read about other new and changed Lightning Components.




Spring '18 release has lots of other exciting and interesting features but these are just few of them. Please read the Spring '18 release notes for details.

Useful Resources

Tuesday, August 22, 2017

Quick Highlights of the Winter ’18 Features

Innovation | Artificial intelligence (AI) | Salesforce Einstein | Lightning


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 '18 features are now publicly available. As per Salesforce Winter '18 Release documentation most of the new features can be outdated or unavailable during release preview.

New Look and Feel in Lightning Experience

With Winter '18 release, Salesforce has improved readability, information density, and color contrast in Lightning Experience. These refinements are now built-in. In a future release, user will be able to define a custom theme.


Themes and Branding


What’s Not Available in Winter ’18 Lightning Experience?

Please review each feature here to analyse functionalities which are currently not available in Lightning Experience.

New Keyboard Shortcuts in Lightning Experience

Winter '18 release has come with new keyboard shortcuts in Lightning Experience.



Initiate the process to Enable Person Accounts from Setup

With Winter '18 release, you can now initiate the automated process checks whether or not your org meets the requirements for using Person Accounts.


Automatically Open Related Records in Lightning Console Apps

With Winter '18 release, you can now configure the navigation rules in Lightning Service Console to open related records when you open an object record (e.g. Account, Contact or Case etc.).

View Hierarchies for Assets

With Winter '18 release, you can now have tree grid view of asset hierarchies.

External Routing Implementation with Omni-Channel (Beta)

With Winter '18 release, you can now connect Salesforce with an external routing implementation in your routing configuration.

View the Related List by Hovering over a Link

With Winter '18 release, you can view the complete related lists just by hovering over a link.

Encrypt More PII Fields (Generally Available)

With Winter '18 release, you can now encrypt more fields on Leads, Accounts (including Person Accounts) and Contacts.

Wave Analytics is now Einstein Analytics.

Starting in Summer ’17 and continuing in Winter ’18 release Wave Analytics is now Einstein Analytics.

Connect with more Web-based Data Services

With Winter '18 release, in Einstein Analytics you can now even connect with more web-based data services.

Field Service Lightning for Android (Generally Available)

With Winter 18 release, Field Service Lightning app is now generally available for Android.


HSTS (HTTP Strict Transport Security)

With Winter '18 release, you can now set configuration to enable HSTS on communities and Force.com site. It is by default enabled on all Visualforce pages and can’t be disabled.

Verify Access to External Data Source

With Winter '18 release, you can now use Salesforce Connect Validator AppExchange app to quickly verify the connection and external objects data before using it.

Set the API Version of Lightning Components Bundle

With Winter '18 release, you can now set the API version of Lightning Components in Developer Console.

New Lightning Component Library (Beta)

With Winter '18 release, Salesforce has come up with the new component library.

https://<myDomain>.lightning.force.com/componentReference/suite.app


You can also continue to use https://<myDomain>.lightning.force.com/auradocs/reference.app in your org.

Custom Page Template in the Lightning App Builder

With Winter '18 release, you can now create a custom Lightning page template component and make it available as a custom page template in the Lightning App Builder’s new page wizard.

Clone the Existing Lightning Pages

With Winter '18 release, you can now create new Lightning pages by cloning an existing Lightning pages.

Click-to-Dial component in Lightning

With Winter '18 release, you can use the Lightning component lightning:clickToDial in Lightning pages and apps. This is similar to what we have support:clickToDial in Visualforce.

Community Activity with Community 360 (Generally Available)

With Winter '18 release, you can get the valuable insight into customer activity with Community 360 which is now generally available. The Lightning App Builder component that you can add to your console to see a customer’s community activity.

Visual Workflow / Flows in Lightning Community Pages

With Winter '18 release, you can now add Flow component in Lightning Community Builder pages.

Koa and Kokua Templates No Longer Available for New Communities

Starting in Summer ’17 and continuing in Winter ’18 release, Koa and Kokua templates are no longer available for new communities.

Access External Objects using Database.QueryLocator in Batch Apex

With Winter '18 release, you can now use Database.QueryLocator to access external objects from batch Apex.

New @isTest(isParallel=true) annotation in Test Classes

With Winter '18 release, you can now use @isTest(isParallel=true) annotation with test classes to tun in parallel. This annotation overrides the default settings that disable parallel testing.

Deployments Now Recompile of All Apex Code

With Winter '18 release, Now all of an org’s Apex code will be recompiled automatically before completing a metadata deploy, change set, a package install, or a package upgrade (including push upgrades).

Salesforce DX

Salesforce Developer Experience (Salesforce DX) will be generally available in mid-October 2017.

Control Access to Apex REST Services (no longer needed API Enabled permission)

With Winter '18 release, Apex REST Services to create permission sets for users that need to access Apex REST services but not access APIs, like the SOAP API.

Note: Contact Salesforce to enable this permission in your org.

User Interface API (Generally Available)

With Winter '18 release, you can now use Salesforce UI API for native mobile apps and custom web apps to build your own custom apps which users love! This is the same API that Salesforce uses to build Salesforce1 and Lightning Experience.

Second-Generation Packaging (Beta)

With Winter '18 release, Salesforce has come up with new way of develop, distribute and manage agile app development.


Useful Resources