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Tag: Platform Release

Salesforce Winter ’20 Highlights

Our week’s trailblazer is Claudio Marzorati, who will be listing some of his favorite Winter’20 Salesforce platform release.

Claudio is a Senior Salesforce Developer @ Sintegra s.r.l. (Milan). He worked with different retails that allowed him to increase his technical background on several aspects.
From analysis, to development, to the direct relationship with the customer, nothing is left to chance.
Other passions are running and travels!


In this article I summarize the most important features introduced in the new release.

General Update

Access the Recycle Bin in Lightning Experience

You no longer have to switch to Salesforce Classic to access the Recycle Bin. You can now view, restore, and permanently delete the items in your Recycle Bin and the org Recycle Bin. Now you can access the Recycle Bin by selecting it in the App Launcher under All Items or personalizing your navigation bar. Or add the Recycle Bin tab for your org in the Lightning App Builder.

View Records by Topic on the Topic Detail Page

If you enable topics from your organization, now you can view records by topics as in the below image.

You must enable a permission in your profile to use topics, as below. Actually (before Winter ’20) you have to navigatore from Setup – Topics for Object Settings in order to enable object by object which fields are candidate for topics detection.

Save Ink and Paper with Printable View for Lists

Printable view for List View is finally available also in Lightning Experience.

Manage Security Contacts for Your Org

Keeping key members of your org in the know about security incidents is important to us. You can now designate your org’s security contacts in Salesforce Help so that if an information security incident impacts your org, your contacts are notified. From Salesforce Help, click Support & Services Manage next to Customer Security Contacts on the My Profile Settings tile. Here you can add, edit, or delete the email addresses of your security contacts.

Mobile APP

New Mobile App arrives the week of October 14, 2019
Give Your Users Custom Record Pages on Their Phones

Custom Lightning record pages are no longer restricted to desktop. Now you can create record pages tailored to the needs of your mobile users that they see only when viewing the page on a phone. When you create a record page in the Lightning App Builder, you can select a page template that matches the form factor that you’re designing the page for. Preview what the page looks like on different devices using the form factor switcher. When you activate your page, you can choose which form factors to make the record page available on: phone, desktop, or both, depending on which form factors its template supports.

List and Related List Components Are Optimized for the New Salesforce Mobile App

We updated the List View, Related List – Single, Related Lists, and Related List Quick Links components to support mobile navigation and the new Salesforce mobile app. When you place the List View component on a record page, a View More button loads more records in batches, so you can easily get more records or scroll to the information you want. The Related Lists component groups all your related lists in one section and no longer includes News and Twitter. The Related Lists component also uses a View More button for efficient navigation.

File

Set File Sharing to Inherit Record Settings

When attaching files to records, you can have the files inherit the sharing settings of those records. For instance, when a user can edit a record, you want them to be able to edit the files on that record, too. Now you can set the default sharing permissions on files that are attached to records. The preference lets files follow the sharing settings of the record.

For new orgs this option is enabled by default, in other case it must be activated from Setup – Salesforce Files – General Settings, as below.

With this option you can inherit the sharing setting of a record. For example a file attached before you enable this option appear as below

Then became

Remove a File from a Record Without Deleting It Everywhere

Sales Cloud

Contacts: Customize Opportunity Contact Roles for Better Tracking and Reporting

Opportunity contact role customization options give you the flexibility to track and attribute revenue to roles, titles, and individuals. With custom fields and page layouts, validation rules, and Apex triggers, you can design an Opportunity Contact Role to match your specific sales and reporting processes. You can capture new data, such as titles and roles, to help your sales reps be more efficient in targeting the right contacts.

Accounts: Customize Account Teams to Better Support Team Selling

Team selling involves complex account relationships. Now you can manage those relationships better in Salesforce. Collect more information by adding custom fields, buttons, and links to account team layouts. Use validation rules, Apex triggers, Process Builder (NEW), and workflow rules (NEW) with account teams to help keep data clean and minimize manual data entry. You can now report on account teams, too.

View Opportunities Owned by Your Team with One Click in Lightning Experience

The new My team’s opportunities list view is based on role hierarchy. Sales managers can use it to easily see all the opportunities owned by their direct and indirect reports without creating a list view.

Price Book Entries: Track Changes with Field History Tracking and Audit Trails

Price book entries now support field audit trails and field history tracking, so now you can easily track changes to price book entry fields.

Develop

Lightning Web Components: Open Source

To develop off-platform Lightning web components, see https://lwc.dev/

Add Lightning Web Components as Custom Tabs
<?xml version="1.0" encoding="UTF-8"?>
<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
    <targets>
        <target>lightning__Tab</target>
    </targets>
</LightningComponentBundle>
Share CSS Style Rules

To share CSS style rules, create a component that contains only a CSS file. Import the style rules from that CSS file into the CSS files of other Lightning web components.

DOM API Changes

Attention! In Winter ’20, code can’t use document or document.body to access the shadow tree of a Lightning web component. For example, code in a test can’t call document.querySelector() to select nodes in a Lightning web component’s shadow tree.

To fix see the guide: https://releasenotes.docs.salesforce.com/en-us/winter20/release-notes/rn_lwc_dom_api.htm

Aura Components in the ui Namespace Are Being Retired

The ui components are scheduled for retirement in all Salesforce orgs in Summer ’21. Use similar components in the lightningnamespace instead. Retiring our legacy components enables us to focus on components that match the latest web standards in performance, accessibility, user experience, and internationalization. See the list of replacement: https://releasenotes.docs.salesforce.com/en-us/winter20/release-notes/rn_aura_ui_deprecate.htm

Callouts Are Excluded from Long-Running Request Limit

Every org has a limit on the number of concurrent long-running Apex requests. This limit counts all requests that run for more than 5 seconds (total execution time). However, HTTP callout processing time is no longer included when calculating the 5-second limit. We pause the timer for the callout and resume it when the callout completes.

Changed LWC

See full list: https://releasenotes.docs.salesforce.com/en-us/winter20/release-notes/rn_lwc_components.htm

New Apex Classes

Formula Class in the System NamespaceThe new System.Formula class contains the recalculateFormulas method that updates (recalculates) all formula fields on the input sObjects.

At the moment that’s all.

See you in Spring ’20!

[Salesforce] Top 10 Spring ’19 Release Features

After the Winter ’19 Salesforce platform release post, our guest blogger Priscilla Sharon, Salesforce Business Solution Executive for DemandBlue, will introduce us with her 10 top Spring ’19 features.

DemandBlue is in the business of helping its customers maximize their Salesforce investment through predictable outcomes. As we thrive in an era of cloud-based Infrastructure, Platform and Software services, DemandBlue has pioneered “Service-as-a-Service” through a value-based On Demand Service model that drives bottom-line results. They foster innovation through “Continuous Engagement and On Demand Execution” that offers their customers Speed, Value and Success to achieve their current and future business objectives.

Their On Demand Services for Salesforce include Advisory, Development & Customization, Integration, Administration & Support, Maintenance, and Lightning Migrations.

The Salesforce Spring ’19 Release is here, and you’ll now be able to explore the exciting new features and upgrades of the newest release. Here is a quick overview of Salesforce Spring ‘19 release date, our most loved features in the Salesforce Spring ’19 Release, like the advanced Lightning Experience features, Deals Cadences, Flow Builder, Lightning Web components and much more.

For complete details on Salesforce Spring ‘19 Release date, click here.

Sell more with Sales Cadences

Sales Cadence is one of the most popular tools in the Salesforce Spring ’19 release for its high efficiency in offering some of the best practices to follow up with high-quality leads. This may include calling the lead, then to follow up with an email, then checking in with them five days later until they hit you up. The High-Velocity Sales feature enables you to create frictionless Cadences that allow sales reps to track what their next action ought to be.

Build Quicker, Simpler, and More Intuitive Flows with Flow Builder

Flow-building just got better with the all-new Flow Builder in Salesforce Spring ’19 release! The previous Cloud Flow Designer has now been replaced with the much faster and efficient Flow Builder. It is designed with four key design principles to enhance the Flow Building Experience – Clarity, Efficiency, Consistency and Beauty.  Its simplified User Interface streamlines the process of Flow Building that enables you to slickly choose the right resource for your flow. For instance, the data elements are consolidated, so you don’t need to keep track of whether you need to use Fast Create / Record Create or the type of variable that you need.

Here’s what you need to do to migrate from Cloud Flow Designer to Flow Builder: nothing!

The flows will continue to run as they did before. All flows created in the Cloud Flow Designer will seamlessly open in the brand-new Flow Builder. Whenever you make modifications and save a flow in Flow Builder, it is saved as the new version of the flow. And the original version is not overwritten.

Create Personalized Appointments with Lightning Scheduler

Deliver better customer experiences by setting up appointments with the right person at the right time. Take advantage of the Lightning Scheduler capabilities in Salesforce Spring ’19 release to schedule appointments within the Salesforce workflows like leads and referrals, opportunities and accounts. With a 360-view of appointments, you can better assign resources and more efficiently address customer concerns.

Here are some of the most critical functions you can perform using Lightning Scheduler in Salesforce Spring ’19 release:

  • Make records that represent the employees and additionally include details regarding their skills, locations, and accessibility.
  • Define office locations and working hours
  • Create appointment topics, like opening an account or mortgage application
  • Search for employees with appropriate skills for an appointment that includes certifications, areas of expertise among others.
  • Schedule client appointments, and include details about required attendees

Turn on Lightning Experience

Salesforce will turn on the Lightning Experience starting Winter ’20 to enable users to move faster and be more efficient. Everybody is encouraged to migrate to Lightning so that your end users can maximize benefits from everything the new interface brings to the table. The future of Salesforce experience is Lightning as all innovations will be happening in the Lightning Experience, going forward. It is best if you could take advantage of the lead time before the Lightning Experience is turned on to learn how your organization’s features perform in the new Lightning instance and to train your end users through Change Management. The Lightning Experience is reported to have increased productivity by a staggering 41% and conversion rates by 44%. To ensure better user experience when Lightning Experience is turned on later, get started now.

Download our comprehensive report on Lightning Migration here.

Get the Most Important List View with Pinned Lists

Do you have a preferred view that you want to make as a default list? This is now possible with the Pinned Lists feature in Salesforce Spring ’19 release that allows you to make a customized list of your new default. Click the Pin icon to pin an unpinned list and select the list view to pin a different list.

Organize Email Templates with Folders

This Lightning Experience feature in Salesforce Spring ’19 release enables sales reps and admins to easily group email templates into folders beyond just Private and Public folders. Users can now create folders in hierarchies and give permissions at different levels so they can locate the specific template they are searching for quicker.

Add Custom Resources to the Redesigned Lightning Experience Help Menu

The redesigned Help Menu in Salesforce Spring ’19 ensures that you have more room for your own resources. Now you can guide users when they work in your org with links to your website URLs, PDF files and Trailhead mixes. The getting-started section enables users and admins to get on-boarded to the new and updated user experience. Users can now search for and see documentation results from within the redesigned Help Menu.

New Lightning Web Components

Salesforce Spring ’19 presents a new kind of Lightning Component called the Lightning Web Component. And what used to be known as the Lightning Component is now named as Aura Component. Both Aura Components and Lightning Web Components work together as part of the Lightning Component framework. The Lightning Web component is a completely editable form developed with six lines of JavaScript.

Click here to read the official LWC guide.

Suggest Recommendations and Offers through Einstein Next Best Action

The Einstein Next best action feature in Salesforce Spring ’19 allows you to direct your users to the best next step. This component available on Lightning record pages uses various strategies that apply your organization’s business rules to display context-sensitive content like an upgrade or any other service. You get to define the rules and conditions that determine which recommendations to be displayed to your users. This feature is available as part of Einstein Next Best Action.

Here’s how it works. When a user accepts a suggestion, a screen flow launches. And to run a flow, your end users need to have either the Run Flow permission or Flow User field enabled on the user detail page.

Reports: Update headers, resize sections, stacked outlines and Conditional Formatting

Quickly Focus on Relevant Data with Conditional Formatting

Whether you are looking for the right approach to enable sales reps to effortlessly identify the hottest leads that need immediate action or quickly identify the accounts and opportunities valued in the range of $1,00,000 and $5,00,000, the Reports in Salesforce Spring ’19 features give you an all-in-one solution.  You can apply conditional formatting to the summary to add color to the reports and get actionable insights simultaneously.

Resize Column Widths to Fit Content

Say goodbye to truncated data and unused blank space! Salesforce Spring ’19 is updated with smart features that allow you to resize column widths in Lightning Experience in report builder and the run page.

Assemble Insights Faster with Stacked Summaries

You made complex but brilliant matrix reports so you could condense huge volumes of data and compare values across different fields. However, the condensed metrics that need to be compared aren’t always located alongside each other. You can enable the Stacked Summaries option to get a more viewer-friendly version that involves lesser scrolling.

What are your favorite Salesforce Spring ’19 Release features? Share with us in your comments section below. And to upgrade your Salesforce Org with latest features and updates, Talk to our team at DemandBlue, a one-of-a-kind Salesforce consulting partner delivering On Demand Services for Salesforce.Also, you can give us a call at 949-259-2381 or email us at [email protected]

[Salesforce] Top Winter19 Platform Release features

 

While the Winter ’19 Salesforce platform release rolls out,I want to introduce to you all Priscilla Sharon, Salesforce Business Solution Executive for DemandBlue, who will share with us here top Winter 19 release features.

DemandBlue is in the business of helping its customers maximize their Salesforce investment through predictable outcomes. As we thrive in an era of cloud-based Infrastructure, Platform and Software services, DemandBlue has pioneered “Service-as-a-Service” through a value-based On Demand Service model that drives bottom-line results. They foster innovation through “Continuous Engagement and On Demand Execution” that offers their customers Speed, Value and Success to achieve their current and future business objectives.

Their On Demand Services for Salesforce include Advisory, Development & Customization, Integration, Administration & Support, Maintenance, and Lightning Migrations.


It’s been a busy month for Salesforce. With the most awaited, world’s greatest tech conference, Dreamforce 2018 unveiling today and the launch of Winter ’19 Release, we are excited to bring you some of most amazing Salesforce Winter ’19 features that enable you to work faster and smarter with more Lightning features, Einstein Intelligence and a whole lore more.

Go on and take a sneak peek into our Top 12 most favorite Salesforce Winter ’19 Release features.

Also, check out the Salesforce Winter ’19 Release notes here.

Change Your View with Display Density Settings (Lightning)

This is one of most useful Salesforce Winter ’19 Features – Two new Lightning Experience display density settings give you more control of how you want to view data without changing the page layout. Select one of the settings as the default, but users can choose their own display density at any time from the user profile menu.

Ref.: https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_lex_display_density.htm

Compact

Comfy

Say Goodbye to Copy and Paste and Hello to Quick Text (Lightning)

Copying and pasting content is time consuming and tedious. But now, you can say goodbye to Copy/paste with the newest Salesforce Winter ’19 features. Quick text is fast and easy—you can insert predefined messages into emails, tasks, events, chats, and more. To make quick text easier to use, we added more ways to insert quick text. Use a keyboard shortcut, a button in rich-text editor toolbars, like for email publishers, or a popup button next to supported text fields.

Ref.: https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_general_quicktext_buttons.htm

Assign a New Owner to Multiple Leads, Cases, or Custom Objects at One Time (Lightning)

The Salesforce Winter ’19 Features enable you to use the Change Owner page-level button to assign a new owner for up to 200 selected leads, cases, or custom objects. You can access the button in the page-level action menu in a list view or related list in standard table mode, or in Related List Quick Links.

Ref.: https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_lex_change_owner.htm

Recover Your Unsaved Text After Getting Timed Out (Lightning, App)

Sometimes your Lightning Experience session is interrupted, whether you’ve been inactive too long or you lost your connection. You used to see the same timeout message, regardless of how your session ended. Now, with the Salesforce Winter ’19 Features, the message that pops up is specific to your scenario and tells you how to recover unsaved text.

Ref.: https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_lex_invalid_session_messages.htm

Find the Data You Need in a Jiffy with List View Search (Lightning)

Use the new search bar to search the field data in your list views and find the records you need in record time with the newest Salesforce Winter ’19 features.

Ref.: https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_lex_search_lists.htm

Collaborate with Ease with List View Sharing (Lightning)

Have a list view with an amazing set of filters that you’d love to share with your team? Or maybe you have a list view that you only want a select few to access. The Salesforce Winter ’19 features allow you to take collaboration to the next level by sharing your list views with user groups in your org.

Ref.: https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_lex_share_lists.htm

Add and Remove Meeting Participants from Any User Interface (Classic)

Attendees (in Lightning Experience) and invitees (in Salesforce Classic) are linked to the same data, so updating those fields should be simple. Now with the Salesforce Winter ’19 features, when you set up sales reps to work with attendees from Lightning Experience and the Salesforce app, they don’t lose access to edit invitees from Salesforce Classic.

Ref.: https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_sales_productivity_edit_attendees_anywhere.htm

Send and Receive Images and File Attachments with SMS Text Messaging and Facebook Messenger (Lightning)

They say that a picture is worth a thousand words. The Salesforce Winter ’19 features allow Agents and customers to get straight to the point by sending images and files in an SMS message and Facebook Messenger.

Ref.: https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_livemessage_send_and_receive_images.htm

Support Your Customers on YouTube (Lightning, Classic)

One of most amazing Salesforce Winter ’19 Release features is that you can now deliver service to your customers by turning their YouTube comments into cases in Salesforce. Connect your YouTube channel directly to Service Cloud, track cases, and respond directly to customers.

Ref.: https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_scs_youtube.htm

Use Joined Reports as Source Reports for Dashboard Components (Lightning)

With a joined report as its source report, a dashboard component can contain data from multiple standard or custom report types. Or, you can provide multiple views of the same object using the Salesforce Winter ’19 features.

Ref.: https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_rd_dashboards_source_joined_reports.htm

Give Supervisors a Sneak Peek into What Agents and Customers Are Typing in Chats (Lightning)

The Salesforce Winter ’19 features help supervisors stay on top of messages sent between agents and customers. Supervisors can see what an agent is typing before sending a message with the agent sneak peek feature. Customer sneak peek lets a supervisor see what customers are typing before they hit send.

Ref.: https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_omnichannel_supervisor_sneak_peek.htm?edition=&impact=

Explore Data from Multiple Datasets in a Single Lens (Einstein Analytics – Lightning, Classic)

Sometimes the data you want to explore and visualize reside in different datasets. Don’t let that stop you from drilling into your data. With the Salesforce Winter ’19 features, you can now combine multiple datasets in a lens and discover insights about your business faster.

Ref.: https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_bi_explorer_multiple_datasets.htm?edition=&impact=

To learn more about how you can take immediate advantage of the newest features and innovations, talk to our team!
What are your favorite Salesforce Winter ’19 Release features? Please feel free to share your thoughts in the comments section below.

[Salesforce] Summer17 Awesome Features Selection

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Salesforce Summer ’17 release notes have been online for weeks and now it’s my turn to show you my favourite ones.

I’ve been busy recently with my work but also for our first joint Milano & Cagliari Salesforce DUG and for the Milano Essentials 2017.

I presented a huge deck for Summer 17 at our first meetup: this deck is only a selection of the gigantic official release notes.

In this post I’ll highlight an even smaller selection of the amazing features we find in the next release of the platform we all love.

The release is centered on Lightning Experience and we can see all the efforts Salesorce is putting to make LEX becoming fully compliant (and better for sure) to Classic UI.

Restyled Lightning Experience Migration Assistant (Classic)

The first improvement is related to the new and restyled Migration Assistant:

The assistant is meant to help you gradually migrate to LEX highlighting:

  • Problems related to components that may not work in LEX (e.g. custom buttons, links, …)
  • A list of profiles that are more or less ready to switch to LEX
  • An extensive check list on the actions to be completed to enable LEX
  • A component to enable users to LEX on the fly

Users that cannot be switched don’t have the Lightning Experience User permission:

Once you are 100% sure that certain users cannot switch to Classi anymore, change their profiles or apply a permission set with the following permission:

Keyboard Shortcuts (LEX)

Press Ctrl + / or Cmd + / to show a popup with the most useful shortcuts for LEX or the Lightning Cloud Console:

LEX app

LEX Cloud Console

Simplified Favorites List (LEX)

The Favorites list has been improved and easily accessible on the global actions section of the main app:

External Search Engines with Federated Search (GA)

A new type of External Data Source has been added, allowing to use the Federated Search protocol: basically you can search from Salesforce Global Search into an external service.

The configuration is easy:

Streamlined Handling of Potential Duplicates (LEX)

Duplicate checking is enhanced in LEX.

Conigure your Matching Rule:

Activate the Duplicate Rule deciding whether record creation must be blocked or display only a warning upon duplicate found:

And this is the result:

Not Blocking:

Blocking:

If the rule matches to many record on current dataset (more than 100) the rule is not activated:

Person Accounts Show All Cases in Related Lists (LEX)

If a Case is related to a Person Account by AccountId or ContactId fields, then it is shown in the “Cases” related list on the Account.

Compact Case Feed (LEX)

Feeds can be filtered by type, nodes are closed by default but you can expande all nodes:

Create, Edit, Delete Case Comments (LEX)

Create your Case Comments directly from the publisher using a Quick Action.

View, Edit and Delete them from the Case Comments related list.

Partner Central Community Template

It’s been designed with PRM in mind.

  • Overview of entire partner life cycle
  • Partner recruitment, onboarding, channel sales, channel marketing in one place
  • Automate lead ditribution
  • Configure quick actions to get partners access to company’s channel sales pipeline
  • Share sales data in a central repository
    Integrates with Service Cloud features (partners can open cases)
  • Customize global search
  • Like other Lightning communities:
    • Build custom pages and use custom branding
    • Expose wathever CRM objects suites to your needs
    • Customize content on partner geo-location

Communities Workspaces

Enable Communities Workspace (from

Setup > Communities Settings

) to have a better place for managing your communities.

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

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

Dynamically render your components, CSS, and JavaScript on community pages for consistent branding, authentication, and ease of maintenance.

CMS Connect is available in communities that are based on Customer Service (Napili), Partner Central, and any Lightning Bolt solutions.

When creating a new CMS connection set the base CMS server url and a root path to configure language and components to access the
proper CMS artifacts:

Define the language you’ll be using on your site:

Define up to 10 CSS and 10 JS file per CMS connection:

By defining multiple CMS connections, define the load order (css and script files):

From the Community Builder you can now set the header and footer:

You can even import specific CMS components:

Communities fully supported by Change Sets

Change sets are now available for Lightning communities and Salesforce Tabs and Visualforce communities.

Create, customize, and test your community in your sandbox environment and then migrate the community to production when testing is complete.

Communities are located under the Network component type.

Keep in mind that:

  • you can only make updates with change sets, create the community in the target ORG first
  • When you deploy an inbound change set, it completely overwrites the community in the destination org (e.g. deletes pages)
  • Navigation Menu items are supported. However, for menu items that link to objects, list views are reset to the default list view. Also, custom list views for standard objects aren’t included as dependency
  • Community migration is also supported via the Metadata API

Analyze and Improve Community Performance (Dev Prev)

A new awesome Chrome Extension has been delivered to analyze Communities preformances, the Salesforce Community Page Optimizer.

  • Overall score against major Lightning best practices
  • Waterfall of network requests
  • Timelines gives a profile of each component’s rendering life
  • Memory Usage
  • Components displays the life cycle of each component, to target potential leaks or unexpected rendering behavior
  • Cost tab displays the amount of time each component was busy processing: the lower the better
  • List of all actions performed on the page, along with their timing information
Improve Community Performance with Browser Caching

f you use many components in your Lightning community, improve community performance with browser caching.

Performance is about the same for the first page load, but subsequent page loads are faster.

The cache is encrypted and secure.

Share Public Links to Your Files (LEX)

Create public links sharable outside the Community:

Chatter Rich Publisher Apps for Communities (Pilot)

Use Chatter Rich Publisher Apps to integrate your custom apps into the Chatter publisher and to view the app’s payload in a feed.

Enjoy More Room for Files

Attachments and Documents should be migrated to Salesforce Files in LEX.

To increase adoption, new limits have been pushed.

Previously, the maximum number of files per org was 10 million.

We’ve tripled this limit, raising it to 30 million.

The number of daily content versions (files that you can add or modify in a 24-hour period) has increased from 36,000 to 200,000.

The delivery bandwidth limit has doubled from 10 GB to 20 GB.

Open More Tabs from Setup with Right-Click (LEX)

Simple but usefull enhancements for Developers and admins: setup links can now be opened with right click.

Find Your Way to Object Manager More Quickly (LEX)

The Object Manager tab lets you access quick actions, recent list views, and recent items. It also gives you a shortcut to create a new object

Object setup pages have been enhanced as well: object details always visible, scrolling details page, quick find search.

Block Execution of JavaScript in the HYPERLINK Function (Critical Update)

You cannot execute JS on HYPERLINK function on formula fields anymore.

HYPERLINK("javascript:window.location.reload()","TEXT")

  • Custom button or link to execute onClick JavaScript.
    • See Custom Buttons or Links (Classic)
  • Lightning Experience Quick Action button.
    • Create JavaScript in a Lightning Experience component executed through a Quick Action button (LEX)
  • Custom Visualforce page with an Apex controller to redirect to the correct URL.
    • Take this approach if you can execute client-side conditional logic to redirect the user to where you want. Create an empty Visualforce page and an Apex controller.
      Pass the required values from the link to the controller. Then execute the logic to determine the URL in the controller method, to perform the redirect

Embed your Flows in Lightning Pages (GA)

There is a brand new (and GA) flow components on your Lightning App Builder:

Dynamically Update Flow Screen Fields (Pilot)

Turn your flows into guided UIs that respond to users’ inputs and selections: display fields based on defined conditions.

This lower the number of flow steps needed to implement your scripts.

New Time Field Type (Pilot)

The Time type tracks time or indicates date-independent time.

You can use it to indicate business hours, preferred contact times, repeated event times, …

The Time type is essentially a timestamp without the date included.

The Time type uses a 24-hour notation.

You can display time in HH:MM, for example, 14:40
Time can include milliseconds (HH:MM:SS.MS): e.g. 14:40:50.617.

Time values are not localized or associated with a time zone, e.g. if you enter 15:00, for 3 pm, all users see the same value.

Define Default Values at the Field Level for Picklists

Define a default formula to define a default value based on the context: if the formula returns a blank value, that the value default is used.

SAML Single Logout (SLO) Is Available (Beta)

If enabled, logging out of your org logs you out of all connected apps (where Salesforce is the Identity Provider and the connected apps are Service Providers).

Balance security and usability when determining whether to use it. Logging the user out of all connected apps improves security, but not necessarily usability.

Override Standard Actions with Lightning Components

Override View, New, Edit, and Tab object actions using Lightning components:

Overrides that use Lightning components don’t affect Salesforce Classic.

If you override a standard action with a Visualforce page, it overrides the action in Salesforce Classic, Lightning Experience, and Salesforce1.

If you override a standard action with a Lightning component, it overrides the action in Lightning Experience and Salesforce1, but the standard Salesforce page is used in Salesforce Classic.

A Lightning record page for an object takes precedence over an override of the object’s View action.

That is, if you override the View action for an object, and you also create and assign a Lightning record page for the object, the Lightning record page is used. The override has no effect. This is true whether the override uses a Lightning component or a Visualforce page

force:hasRecordId

Enable the component to be assigned the ID of the current record and adds the component’s attribute recordId.

force:hasSObjectName

Enable the component to be assigned the API name of current record’s sObject type and adds the component’s attribute sObjectName.

Lightning Data Service (Beta)

Use Lightning Data Service to load, create, edit, or delete a record in your component, without using Apex code.

  • Lightning Data Service handles sharing rules and field-level security for you.
  • Lightning Data Service also improves performance and user-interface consistency
    Use the new force:recordData component (force:recordPreview deprecated)
  • Target record complies with the UI API
  • targetFields shows a simplified version of the object and updates when the Lightning Data Service detects a record change
    e.g. v.targetFields.name is equivalent
    to v.targetRecord.fields.Name.value
Find Component Markup Errors Faster with Improved Error Messages

Display more details for Lightning component errors:

It’s now easier for your users to report errors they encounter, and for you to find and fix those errors.

This change affects all users, and doesn’t depend on debug mode being enabled.

The framework logs a browser console warning if your component has a JavaScript function (client-side action) with the same name as an Apex method (server-side action).

The warning is logged only in debug mode and can help in troubleshooting an otherwise hard-to-debug issue.

WARNING: Component 'c:myComponent' has server and client action name conflicts: handleMethod
Use the aura:valueRender Event Instead of a Custom Renderer

When a component is rendered or rerendered, the aura:valueRender event, also known as the render event, is fired.

Handle this event to perform post-processing on the DOM or react to component rendering or rerendering.

The event is preferred and easier to use than the alternative of creating a custom renderer file.

<aura:handler name="render" value="{!this}" action="{!c.onRender}" />
Streamlined Validity Checks for Components

  • If a component is invalid, cmp.get() returns null.

    Previously, the framework returned an InvalidComponent error.

  • If you call cmp.set() on an invalid component, nothing happens and no error occurs.
  • The cmp.isValid() call returns false for an invalid component.

    You don’t need a cmp.isValid() check in the callback in a client-side controller when you reference the component associated with the client-side controller. The framework automatically checks that the component is valid.

    Similarly, you don’t need a cmp.isValid() check during event handling or in a framework lifecycle hook, such as the init event. If you reference a component in asynchronous code, such as setTimeout() or setInterval(), or when you use Promises, a cmp.isValid() call checks that the component is still valid before processing the results of the asynchronous request.

    In many scenarios, the cmp.isValid() call isn’t necessary because a null check on a value retrieved from cmp.get() is sufficient.

    The main reason to call cmp.isValid() is if you’re making multiple calls against the component and you want to avoid a null check for each result.

Use Advanced PDF to Render Visualforce Pages as PDF Files (Pilot)

Advanced PDF renders Visualforce pages as PDF files with broader support for modern HTML standards, such as CSS3, JavaScript, and HTML5.

This change applies to both Lightning Experience and Salesforce Classic.

To use Advanced PDF, set renderAs=”advanced_pdf” in the tag of a Visualforce page with API version 40.0 or later.

Advanced PDF pages time out after rendering for 2 minutes, which includes asynchronous processing time.

Because Advanced PDF is built on Chromium, it’s easy to preview your Visualforce pages in Google Chrome. To preview a page, from Chrome, select File > Print.

Access Visualforce Page Metrics Using the SOAP API

Make a SOQL query in Workbench to get information from the VisualforceAccessMetrics object.

SELECT Id, ApexPageId, DailyPageViewCount, MetricsDate From VisualforceAccessMetrics

Each VisualforceAccessMetrics object tracks the daily page view count in the DailyPageViewCount field.

The date the metrics were collected is specified in MetricsDate, and the ID of the tracked Visualforce page is specified in ApexPageId.

Page views are tallied the day after the page is viewed, and each VisualforceAccessMetrics object is removed after 90 days.

Roll Back Changes in Your Org When Remote JavaScript Methods Throw Exceptions

When a JavaScript method in an Apex class calling a remote action throws an exception, the action isn’t completed.

Previously, when a method threw an exception, the action was completed.

For example, when you created an Apex class that used a remote action to add an account to your org and that method threw an exception, the account was added. Now, the account isn’t added.

With this enhancement, JavaScript remoting methods that throw exceptions no longer cause changes in your org.

Retrieve and Deploy Metadata in Apex

Access to Metadata in Apex with the Metadata Namespace.

Metadata is used for org settings that admins control, or configuration information applied by installed apps and packages.

Previously, accessing metadata required using the Metadata API, but you can now use classes in the Metadata namespace to access metadata components from Apex code.

Metadata access in Apex is currently limited to custom metadata records and page layouts. You can retrieve, create, or update custom metadata, but you cannot delete metadata through Apex.

Details on the features here.

Extended Deadline for TLS 1.0 Disablement in Communities

On July 22, 2017, Salesforce is disabling support for TLS 1.0 for all ORGs in production.

To give admins more time to prepare community users, the TLS 1.0 disablement deadline for Salesforce Communities has been extended to March 2018. The extended March 2018 deadline applies to both Lightning and Visualforce communities.

Partner portals, customer portals, and Force.com and Site.com sites are still subject to the July 2017 deadline.

All licensed and unlicensed community users (guest users) must upgrade to browsers that are compliant with TLS 1.1 or above.

Details on TLS1.0 retirement here.

Be prepared for the deactivation.

  • Add appropriate messaging to your communities to inform your users about TLS 1.0 disablement. Educate both licensed and guest users about browser requirements for TLS version compatibility.
  • Encourage users to check their browsers for compatibility with our test site. If their browser is compliant, the web site displays a “Test passed” message.
  • Ensure that the TLS 1.1 or above is enabled for your API integrations.
Critical Update Activation: LockerService in Communities

Critical update since Summer ’16, is enforced for all orgs in Summer ’17.

LockerService, a powerful security architecture for custom Lightning components, is enforced for all Lightning components created in Summer ’17 (API version 40.0) and later.

LockerService isn’t enforced for components with API version 39.0 and lower, which covers any component created before Summer ’17.

  • JavaScript ES5 Strict Mode Enforcement “use strict”
    • JavaScript strict mode makes code more robust and supportable, enforces errors if (e.g.):
      • You must declare variables with the var keyword
      • You must explicitly attach a variable to the window object to make the variable available outside a library
      • The libraries that your components use must also work in strict mode
  • DOM Access Containment
    • A component can only traverse the DOM and access elements created by a component in the same namespace. This behavior prevents the anti-pattern of reaching into DOM elements owned by components in another namespace
    • It’s an anti-pattern for any component to “reach into” another component, regardless of namespace. LockerService only prevents cross-namespace access. Your good judgment should prevent cross-component access within your own namespace as it makes components tightly coupled and more likely to break
  • Restrictions to Global References
    • LockerService applies restrictions to global references: window, element and document objects expose only a subset of their APIs, to guarantee DOM access containment and isolate components
    • Details here
  • Access to Supported JavaScript API Framework Methods Only
    • You can access published, supported JavaScript API framework methods only
    • Previously, unsupported methods were accessible, which exposed your code to the risk of breaking when unsupported methods were changed or removed

When a component is set to at least API version 40.0, which is the version for Summer ’17, LockerService is enabled.

LockerService is disabled for any component created before Summer ’17 because these components have an API version less than 40.0.

To disable LockerService for a component, set its API version to 39.0 or lower.

LockerService is enabled for a component or an application purely based on component version.
The containment hierarchy within an application or a component doesn’t factor into LockerService enforcement.

For consistency and ease of debugging, we recommend that you set the same API version for all components in your app, when possible.

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