BrightGen's Spring 19 Salesforce Release Webinar slide deck
1 like229 views
The document outlines key highlights and updates from the Salesforce Spring '19 release webinar, including the retirement of certain features and enhancements in various clouds such as Sales Cloud, Service Cloud, and Analytics. New functionalities are introduced, such as improved forecasting, Einstein capabilities, and customized navigation. The document also emphasizes the necessity for users to migrate to Lightning Experience and details changes in reporting, mobile applications, and data privacy management.
BrightGen's Spring 19 Salesforce Release Webinar slide deck
- 1. We’ll be starting soon, thank you for your patience. Questions? Email webinar@brightgen.com Salesforce Release Webinar Spring‘19 Highlights
- 2. Your Presenters 2 Keir Bowden CTO Salesforce MVP @bob_buzzard Clive Platt Head of Service Management www.linkedin.com/in/cliveplatt/
- 3. Agenda ☑ Fond farewells ☑ General ☑ Sales Cloud ☑ Service Cloud ☑ Analytics ☑ Communities ☑ Chatter ☑ Mobile ☑ Customisation
- 5. Fond farewells 5 • Customizable forecasting retires Summer 20 • Migrate to collaborative forecasts • Original territory management retires Summer 20 • Migrate to Enterprise Territory Management • IE9/10 classic support ends 5th April 2019 • IE 11 extended support for LEX ends Dec 31 2020
- 6. Fond farewells 6 • Classic Einstein Analytics Designer retires July 2019 • Can’t create dashboards in Classic as of Winter 19 • Can edit existing dashboards • Pardot GoodData connector retiring Feb 1 2019 • sforce.co/2RO2qF3
- 7. Field History Retention 7 • Field history data not guaranteed available after 18 months (UI) / 24 months (API) unless: • Org creation date < June 2011 • Purchased Field Audit Trail add-on • Data is now being removed • May be available for some time due to mass delete mechanism
- 8. General
- 9. Increased Data Storage ☑ Starting late March ☑ 10Gb base storage ☑ Plus per-user storage ☑ Editions Contact Manager Group Essentials Professional Enterprise Performance Unlimited
- 10. Browser Support ☑ Lightning Experience IE11 Most recent stable Edge/Chrome/Firefox Safari 12.x ☑ Classic IE9/10/11 Most recent stable Edge/Chrome/Firefox Safari 12.x ☑ Einstein Analytics Edge IE11 Most recent stable Chrome/Firefox No support for Safari
- 11. Turn On Lightning Experience ☑ Critical update Winter 20 ☑ All Users with Lightning Experience User permission Standard Profiles Custom Profiles Permission Sets ☑ Switched to Lightning Experience on a weekly basis Can switch back
- 12. Lightning Adoption ☑ Onboarding & Assistance renamed in Setup Now Adoption Assistance ☑ Adoption Features in Sandbox Test Welcome Mat View in app prompts before users Requires Configuration
- 13. Custom Help Up to 15 items
- 14. Product Feedback Form ☑ Starting March 2019 ☑ Shown to a subset of users ☑ Feedback for Salesforce, not you ☑ Can be disabled
- 15. Pin List Views
- 17. ☑ New question types: ◆ Net Promoter Score ◆ Ranking ☑ New question types in custom reports Winter and Spring 19 ☑ Translate Surveys ☑ Generate survey invitations for contacts/ person accounts ☑ Set expiration date on invitation Surveys
- 18. Sales Cloud
- 19. Einstein Opportunity Scoring ☑ Visible for all users ☑ Requires one paid Sales Cloud Einstein license ☑ Einstein license – score all opportunities ☑ Non-Einstein License – “limited number of opportunities” ☑ Enabled at least 30 days after Spring 19 release
- 20. ☑ Collaborative forecasts on product family by territory ☑ Share territory forecasts with any Salesforce user ☑ See forecasts for up to 15 months/custom fiscal periods Limit was12 Limit still 8 for quarterly forecasts Forecasting
- 21. ☑ Remove entire account team in LEX Used to be member by member ☑ Remove entire opportunity team in LEX Used to be member by member ☑ Transfer account in LEX Transfer owner opps, open and closed cases Choose to keep account/opportunity teams or delete Accounts and Opportunities
- 24. Email ☑ New setup to respect email privacy settings ☑ Send non-commercial email permission
- 25. Email ☑ Returned bounced emails to senders as attached files ☑ Email Template folder support, including nesting ☑ Template folders support search/navigation Similar to reports/dashboards
- 26. Close Task with a Single Click
- 27. Create Follow Up Tasks with a Single Click
- 28. Pardot ☑ Improved navigation/design to configure connector ☑ New Pardot setup assistant in LEX ☑ Marketing data sharing Choose which records sync with Pardot Define rules in Pardot ☑ User interface available in French, German and Spanish ☑ Custom tracker domains in email links and vanity URLS ☑ Ignores clicks from email security scanner IP ranges ☑ Einstein behaviour scoring Score prospects based on engagement activity
- 29. Service Cloud
- 30. Einstein Einstein Case Classification ☑ Choose picklist/checkbox fields ☑ Choose recommend or auto-populate ☑ Einstein selects based on past data Next Best Action ☑ Generally available
- 31. Einstein Bots ☑ Model management page Metrics on quality of bot’s intent model ☑ Channel independent bots ☑ Improved Bot performance dashboard ☑ Smarter Bots Review/override Bot classification of customer input
- 32. Lightning Knowledge ☑ Migration tool to move classic knowledgebase ☑ Manage articles with LEX actions Restore Edit as Draft Archive ☑ Insert article into email action Attach article files from related list Attach large files as link ☑ View related files on articles in communities
- 33. ☑ Skills based routing for chat and text messages ☑ Omni-Channel Supervisor in LEX Agents raise flag during a chat Supervisor provides suggestions Customers can’t see suggestions ☑ All service cloud users can view chat transcripts Previously needed Live Agent license ☑ Draft approvals for case emails in LEX Other
- 34. ☑ Create case form in chat setup flow Allows customers to create a case when no agents available ☑ Accept case button in LEX From case queue list views From record detail page ☑ Case hierarchy Other
- 35. Analytics
- 36. Lightning Joined Reports Generally available Not supported ☑ Subscriptions ☑ Export ☑ Conditional formatting ☑ Currency picklist selector Apply to existing report
- 37. Run Page GA ☑ Formerly Enhanced Run Page ☑ Up to 8 metrics ☑ Headers are sticky ☑ Drag to adjust column widths ☑ Cannot switch to legacy page
- 38. ☑ 9 or 12 column dashboards ☑ New dashboard rows are half-height Existing dashboards unaffected ☑ Add summary formulas to Lightning Tables ☑ Lightning tables support 2 groups Was 1 ☑ Compact components – 1 row x 1 column ☑ Save as to clone dashboard Dashboards
- 39. Reports ☑ Subscribe to report/dashboard by group or role ☑ Filter reports on inactive picklist values Was active only ☑ View historic tracking reports in LEX Previously had to be a matrix report
- 41. Guided Setup
- 42. Dataflow Filters ☑ Now support SAQL ☑ Wider range of operators ☑ Default for new filter node
- 43. Notifications ☑ Config moved out of scheduling ☑ Elapsed time notification
- 44. Einstein Data Insights GA
- 45. Einstein Data Insights GA
- 46. ☑ Create apps from templates ☑ Create dashboards from smart templates Wizard based setup ☑ Search app/dashboard templates ☑ Link pages in different dashboards ☑ Choose combo chart measure display Bar, line, stacked bar Was first measure bar, rest as lines ☑ Timeseries in explorer Apps/Dashboards
- 47. Einstein Discovery ☑ Create stories from Einstein Analytics datasets with up to 20 million rows Was 10 million ☑ Export story to R https://www.r-project.org/about.html ☑ Export story to Quip ☑ Deploy model to Salesforce object Map fields - identical names are mapped automatically
- 48. Einstein Analytics for Users ☑ Walk through studio home First time accessing From help menu ☑ Playlists in help menu/video player icons ☑ Watch onboarding videos inside welcome mat ☑ Updated iOS/Android apps
- 49. ☑ Google Analytics Connector Web site visitor data ☑ Test connectors at creation Previously had to use for real ☑ Event based scheduling Start dataflow after Salesforce data sync completes Einstein Analytics - Other
- 50. Communities
- 51. New Lightning Community Template ☑ Latest features require latest template ☑ Flagged in Community Builder ☑ May impact community See Salesforce Help – sforce.co/2yK07WS TEST IN SANDBOX! ☑ Update CSS selectors Navigation Menu Related Articles Trending Articles
- 53. Missions ☑ Badges automatically awarded ☑ Members can see unearned badges ☑ Requires mission badge ☑ Custom badge image
- 54. Move Feed Items ☑ Subset of users System administrators Community administrators Chatter moderators ☑ Not public, broadcast only groups ☑ Preserves associated items Answers Comments Replies Topics Bookmarks Attachments ☑ Announcements persist ☑ Generates notifications ☑ Unpin pinned post to move
- 55. Communities Other ☑ Upvotes now count as likes Exposed on influence card ☑ Export template with locked regions retains locks ☑ Specify name for template/theme export Previously used org name ☑ Akamai CDN enabled for all communities ☑ Lightning web components supported ☑ Lightning container components supported
- 56. Communities Other Other ☑ Customers can request a callback ☑ Add responses to Ask, Contact Support/Ask buttons Articles and previous answers Member can cancel question if response answers it ☑ Set default feed sort order If user chooses a different one, it sticks ☑ Share folders with public links ☑ Sharing sets GA on more objects Campaigns Opportunities Orders ☑ Preview community as Guest User ☑ Allow Guest Users to upload files
- 57. Chatter
- 58. Chatter ☑ Feed sort order is sticky ☑ Add hyperlinks to posts and comments ☑ Redirects URLs are shorter ☑ Create reports on topics / posts referencing topics
- 59. Mobile
- 60. Mobile Requirements: ☑ App – Android 6+, iOS 11.3+ ☑ Browser - Chrome on Android, Safari on iOS ☑ Remove account/opportunity team ☑ Keep more related records when transferring records ☑ Sort order is sticky in communities ☑ Translate community feed items ☑ Delete push registrations when refresh tokens revoked
- 61. Customisation
- 62. Flow Builder is Generally Available
- 63. Process / Flow Templates ☑ Base process/flow to extend/clone ☑ Include in managed package ☑ Recommended to make inactive ☑ Not recommended to open in legacy designer Start process/flow on Salesforce error platform event ☑ Batch Apex Platform Event ☑ Platform Status Alert Event Access external data via External Objects Schedule pending process actions to execute immediately
- 64. New Objects ☑ Contact Point Type Consent E.g. allow contact via email but not phone ☑ Data Use Purpose ☑ Data Use Legal Basis Specify legal reason for contacting against consent ☑ Data privacy must be enabled Demographic fields on individual ☑ Occupation, Homeowner, Military Service Data Privacy
- 65. Change Sets
- 66. Lightning Apps ☑ Home page per Lightning App ☑ Switch templates in Lightning App Builder bobbuzz.me.uk/2FrZ6Zu ☑ Name regions in custom page template ☑ Rich text component uses Quill text editor
- 67. Lightning Components ☑ Lightning Web Components GA ☑ Lightning Components renamed Aura Components ☑ Locker service renamed Lightning Locker ☑ Default attribute value without square brackets deprecated List Set Array ☑ New date/datetime attributes on $Locale
- 68. Other ☑ Show toast messages from Visualforce ☑ Sandbox cloning is GA ☑ .invalid appended to user emails when sandbox created ☑ Test.stopTest Apex method Executes pending process actions Resumes flows waiting for time based resume event
- 69. ☑ Generally Available ☑ Based on platform events ☑ All custom and many standard objects ☑ Create/update/delete/undelete events ☑ Stored for three days Can replay ☑ Configure via Setup ☑ Migrate using metadata API Change Data Capture
- 70. The End
- 71. ☑ sforce.co/2DztJeg ☑ Release notes ☑ Webinar recordings ☑ Videos ☑ Trailhead release badge – sforce.co/2RNVU1z Release Readiness