Salesforce Spring '17 Release Admin Webinar
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The Spring '17 release overview presentation details new features and best practices for Salesforce administrators, emphasizing improvements such as customizable feeds, inline editing, and kanban views for enhanced productivity. It includes forward-looking statements regarding potential risks and uncertainties in the delivery of new functionalities and encourages users to participate in the release readiness community. Key resources and links for further information and webinars are also provided.
Salesforce Spring '17 Release Admin Webinar
- 1. Spring ‘17 Release Overview February 15, 2017
- 2. Today’s Speakers Mike Gerholdt Director, Admin Evangelism @MikeGerholdt LeeAnne Templeman Senior Admin Evangelist @leeanndroid
- 3. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 4. Get Social with Us! @salesforceadmns #awesomeadmin Salesforce Admins Salesforce Admins The video will be posted to YouTube & the webinar recap page (same URL as registration). This webinar is being recorded!
- 5. Join the Admin Webinar Group for Q&A! Don’t wait until the end to ask your question! • We have team members on hand to answer questions in the webinar group. Stick around for live Q&A at the end! • Speakers will tackle more questions at the end, time-allowing bit.ly/AdminWebinarGroup
- 6. Today’s Agenda • Release Best Practices • Features Your Users Will Love • Features You Will Love • Demos • Resources • Q&A ‘17
- 8. Plan Ahead for the Release Plan for Salesforce releases • Get a pre-release org • Read the Release Notes • Watch Release Readiness Live • Review what Sandboxes you need to refresh
- 9. Review Release Notes • What’s included in Release Notes? • Edition • Availability • Setup • Where are Release Notes located? releasenotes.docs.salesforce.com
- 10. Visit IdeaExchange • What are Ideas? ² Who can vote? ² What happens to Ideas? • Ways to use Ideas • How to participate success.salesforce.com/IdeaSearch
- 11. Join Release Readiness & Feature Adoption Today Join our Community and always be informed • Ask questions • Share your best practices and insights • Collaborate with other Admins
- 12. Features Your Users Will Love
- 13. ` Spring ‘17 Features Your Users Will Love Chatter streams Default list view & inline edit Kanban everywhere Favorites Search
- 14. Chatter Streams A customizable feed that groups opps, cases, people & more into a single feed
- 15. Inline Edit Now Generally Available in Lightning For most fields you’ll never have to go into the record to edit again. Simply edit the record data right in the List View and move on with your work! Quickly edit a picklist Fields that have been edited 2 Sample Use Cases 1. Quickly update opportunities • Each week a salesperson needs to update their pipeline; with inline edit they can do it all from their List View 2. Easily update case status • An agent can quickly update the status of various cases without having to go into the record
- 16. Kanban on Custom Objects Display records visually on (almost) any list view • Visually display the steps in a process • Highlight key fields • Provide guidance such as handy links, policy information, and tips to users at each step • Easily switch record types by clicking on subtabs
- 17. Customize your Kanban Settings in List View Controls Choose your Summarize By and Group By field for standard and custom objects Reconfigure any Kanban view on the fly, selecting other fields on which to create columns and summaries • Select a numerical field to summarize, or select None to remove the summary from the Kanban view • Select a picklist to Group By to determine how your records are organized into columns • No more filtering by record types just to load up the Kanban view. Easily switch between record types using subtabs
- 18. Role Use Case Example Kanban View Sales Rep Visually see the progress of your work • I want to know what I need to do and when • I want to see a high level view of all my leads, contracts, or campaigns by stage • I want to see a count of all my records per stage • I want to easily change the stage of a lead, contract or campaign by dragging a card from one column to the next • I want to see the top 4 fields display on each card Kanban View Sales Manager Get a high level view of what your team is working on • I want to see all my rep’s opportunities and see which one needs my attention • I want to see which part of pipeline I need to focus on by the total amount • I want to easily change the stage or add an activity during my 1:1 with my reps Kanban Settings Sales Rep Customize how you want to view your work • I want to view my Accounts by a custom picklist field I created • I want to summarize all the projects I have in a certain stage by Billing Rate Multiple Record Types Sales Rep Improved experience when choosing Kanban from a List View that has records with multiple record types • I want to load Kanban immediately when toggling from Grid view to Kanban view with a list that has multiple record types Sample Use Cases
- 19. Create Shortcuts with Favorites Users can curate and maintain their own personal list of useful content Clicking the star adds the current page to your favorites A blue star means the current view is already a Favorite Star Button Green “Toast” Message Favorites List When adding a favorite, a green “toast” message appears and offers a link to rename the title of the favorite to something more memorable Quickly access important records, lists, groups, dashboards, and other frequently used pages in Salesforce
- 20. Up to 200 Features can be Favorited in Spring ‘17 Favorites are managed by individual users & can’t be shared or edited by admins ü Things you CAN Favorite X Things you CAN’T Favorite • Record home for standard & custom objects (inc. Visualforce overrides of these record views) • Lists • Dashboards • Reports • Chatter groups • List views on below tabs • Files • Tasks • Chatter Streams • Notes
- 21. Demo
- 23. ` Love Using Salesforce as an Admin Utility bar Lightning console apps Path Flow component
- 24. Utility Bar App Specific actions driven by components • Enhance your Lightning Apps with productivity tools • Add to any Standard Lightning or Console Apps • Configure without code
- 25. Lightning Console Apps (Beta) Bring the Efficiency of Custom Console Apps to Lightning! • Lightning Sales & Service Consoles • Customized Lightning Console • Work with multiple workspaces & tabs • Optimize user experience • Pin Tabs for quick access • Navigate between apps quickly
- 26. Path for Your Custom Objects Determine and customize the process records go through • Highlight custom business processes • Available for Quotes & Custom Objects • Path pays attention to required fields • Highlight key fields, provide guidance such as links, policy information & tips
- 27. Flows in Lightning App Builder (Beta) Expose Flow Screens in Lightning Pages, Utility Bar with No Code • Assign Record Pages by App • Record Type • Profile Drag & drop flow component onto a Lightning page. Choose the flow to be used and configure. Flow fields display in 1 or 2 columns. Set Flow input variables, such as the ID for a record.
- 28. Two-column Flow Screens Fields can be grouped and organized to make more sense to the end-user • Make better use of screen real estate and fit more on a single screen • End-users will be able to work faster • Less scrolling means end users will be able to more quickly digest information & the purpose of the screen
- 29. Demo
- 30. Resources
- 31. Resources Salesforce Release Resources: • Release Notes • Success Release Readiness Group • Release Dates Calendar www.salesforce.com/customer-resources/releases/spring17
- 32. Tune into the broadcast - March 7, 2017 at 4:00 p.m PST. Join the Salesforce Spring Launch Broadcast!
- 33. Q&A bit.ly/AdminWebinarGroup Survey bit.ly/awsurvey-spring17 Slides bit.ly/aw-spring17 Wrapping Up
- 34. thank you