Salesforce Upcoming release WINTER’17 is just a week away. I had the opportunity to gain access to the Pre-release org ( Not a magic though you can also get one here Signup form for WINTER’17 Pre-Release Org) . Let’s take a look at each of these features .
Improved Navigation Menu
This is the most awaited , discussed and requested feature (UI wise) of this release. The navigation menu that previously displayed on the side of Lightning Experience becomes a horizontal navigation bar at the top of the page, just like in Salesforce Classic, letting your users:
- Find what they need using item names instead of icons for easy recognition
- Use a consistent and familiar navigation experience .
Field Level Help in LEX
One of the strengths of Salesforce lies in detailing and making it easier for Sales Reps as much as possible . Salesforce Classic users have always appreciated the field-level help you create for custom fields. Now this feature is available in Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.
View help by hovering over the info icon next to a field. And what’s more , Field-level help in Lightning Experience is supported across all browsers.
Create Multiple Records quickly in LIGHTNING too
After your users create, edit, or clone a record in Lightning Experience, they can create another record using the Save & New button. The Save & New button lets users create records repeatedly without leaving their spot in the app.The button is available in the same locations as in Salesforce Classic, which include most Create, Edit, and Clone pages.
The Salesforce1 Actions Category in the Page Layout Editor Has a New Name
With the introduction of Lightning component actions, the name of the Salesforce1 Actions category in the enhanced page layout editor doesn’t reflect all the actions that you can find there. You can use the actions in that category in both Salesforce1 and Lightning Experience. So it was renamed it to Salesforce1 & Lightning Actions. This feature is available in both Lightning Experience and Salesforce Classic.
Record Details Tab never forgets in Lightning Experience
When the users expand or collapse a section in record details in Lightning Experience, the section stays that way even after visiting other areas in Salesforce. This change helps users scroll through a record faster, showing only the information they care about. This feature is available in Lightning Experience only.
For example, in Lead details, a user collapses the Address Information section and expands the Custom Links section. The next time the user views a lead’s details with the same layout, those sections remain collapsed and expanded, respectively.
Clearer,More Actionable popups for Record
Confirmation messages that appear after your users create, edit, delete, or clone a record successfully from a related list in Lightning Experience and Salesforce1 have changed. The messages include the record name for more context. This feature is available in Lightning Experience and all versions of the Salesforce1 mobile app.
Also, after your users create a record from a related list in Lightning Experience (not Salesforce1), the popup message includes a link to the record for easy navigation.
Launch a Lightning Component from an Action
To create a Lightning component action, select Lightning Component from the Action Type drop-down list when you create either a global or object-specific action.
Lightning component actions can’t call just any Lightning component in your org. For a component to work as a Lightning component action, it has to be configured specifically for that purpose and implement either the force:LightningQuickAction or force:LightningQuickActionWithoutHeader interfaces. You can find out more about configuring custom components in the Lightning Components Developer Guide.
You can add Lightning component actions to an object’s page layout using the page layout editor. If you have Lightning component actions in your org, you can find them in the Salesforce1 & Lightning Actions category in the page layout editor’s palette.
Displays Record Type Name if it exists
When your users create a record in Lightning Experience, the Create dialog title includes the record type if it exists. For example, you have two record types, Hot and Cold, assigned to the Lead object to indicate the prospect’s status. When your users create a Lead with the Hot record type, “Hot” appears in the title of the Create dialog to provide more context. This feature is available in Lightning Experience only.
More Accessible tabs in App Launcher
Prior to Winter 17 Release when clicked on the little “Horizontal 3 lines” icon a page with all the apps and “Other Items” will be displayed . When clicked on Other Items you will be navigated to the list of tabs available . From Winter 17 Release you need not go through 2 screens instead, tabs will also be displayed on the same screen as shown in the slideshow below.
Reply to and Forward Emails Right from Salesforce
After reading an email, you often want to respond right away. Prior to Winter 17 you cannot .Now you can. Just click Reply, Reply All, or Forward from the email detail page or activity timeline. It’s as easy as…sending an email. These options are only available to organizations using Enhanced Email, which is automatically enabled for most customers. This feature is available in Lightning Experience only.
Here’s a few things to know about how replying and forwarding works.
- You can’t forward email attachments sent in Salesforce Classic in Lightning Experience.
- When forwarding emails, the most recent version of the file is attached rather than the version sent in the original email.
Use Salesforce Files as Icons in Custom Lightning Apps
When packaging custom apps in Lightning Experience, the app icon is now stored as a Salesforce File. Storing your custom app icons as Salesforce Files lets you take advantage of all the Files platform features such as versions, previews, and sharing rules. Salesforce Files used in this way are called asset files. This feature is available in Lightning Experience only.
When packaging an app, upload any .png, .jpg, .bmp, or static .gif file up to 5 MB. Anyone with access to manage the asset file can view it in Files Home.
Get the Complete Picture with Account Logos (Generally Available)
When available, logos automatically appear on US-based accounts. Logos also appear with the company suggestions that reps see when creating accounts. If you use Social Accounts, logos that reps added manually from social networks might be replaced with a fresher, more up-to-date logo.
Relating a Contact to Multiple Accounts Gets Even Better
Contacts to Multiple Accounts, the highly celebrated feature that lets your sales reps easily manage the relationships between people and businesses, continues its climb toward the top. New functionality makes adopting this many-to-many data model the obvious choice. This feature is available in Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.
How Salesforce has improved Contacts to Multiple Accounts? Let’s count the ways.
- You can indirectly relate person accounts to business accounts. From Setup in Salesforce Classic, add the Related Accounts related list to the person account page layouts that your reps use.
- Triggers are now supported for the Account Contact Relationship object. For example, create a trigger so that when a relationship is marked as inactive, the end date is populated with the current date.
- Validation rules are now supported for the Account Contact Relationship object. For example, create a validation rule so that when a relationship is saved, the Start Date changes to read-only.
- Account-contact relationships can now be viewed, created, and edited from Community Builder-based templates.
- The new View Relationship action (1) takes sales reps to a detail page of the account contact relationship. From there reps can edit or remove indirect relationships (2) or edit direct relationships. Of course, you can still remove indirect relationships from the related list on the account or contact record (3).
News Has Arrived for Contacts
Take Ownership of Multiple Leads at Once
From the queue list view, your reps can select all the leads their hearts desire (up to 200). When they click Accept, they’re committed and those leads become theirs. The Lead Owner field is changed to the user who accepted the lead. With fewer clicks to make, your reps can get cracking on those leads.
Kanban: Track and Manage Leads, Contracts, and Campaigns Visually
This is one of my favorite features . Sales reps can more effectively monitor their progress with leads, contracts, and campaigns using the same Kanban-style visual layout they use for their opportunities. This feature is available in Lightning Experience only.
To access the Kanban view, select Kanban from the Display menu. If the list view you’re viewing includes multiple record types, filter for a single record type to load your records in the Kanban view.
Manage Global Picklists in Lightning Experience Setup
Filter Reports by Relative Dates in Lightning Experience
Subscribe to Reports in Lightning Experience
You know that report you check when you arrive in the office every Monday morning? Why not have it emailed to you every Monday at 8:00 AM instead? Subscribe to up to five reports and receive refreshed report results by email on a schedule you set: daily, weekly, or monthly.
User Permissions Needed
|To Subscribe to reports in Lightning Experience:||“Subscribe to Reports”|
To start a report subscription, open a report and click Subscribe. Specify when to receive the report, and then go about your business. When you need the report data, it’s waiting for you in your inbox.
Chart Improvements in Lightning Experience: Table, Gauge, Bar, Scatter, Line, and Combo Charts
Add Tables to Dashboards in Lightning Experience
- From the Lightning Experience dashboard editor, you can now add table components and sort columns from the component editor. Tables in Lightning Experience dashboards show conditional highlighting and Chatter photos, but to configure conditional highlighting and Chatter photos, switch to Salesforce Classic.
Gauge Charts Display Percentages
- Gauge charts added to Lightning Experience dashboards now show percentages by default. Gauge charts configured to show percentages in Salesforce Classic now also show the percentage in Lightning Experience.
Stack Bar Charts to 100%
- Stacked bar charts are wonderful for comparing absolute values side by side. Stacking a bar chart to 100% enables you to compare relative values side by side. For example, instead of comparing opportunities by stage and total opportunity amount, stacking lets you compare the proportion of opportunity amounts by stage.
To stack a bar chart to 100%, your report must have at least two groupings, and one of the groupings must be a number.
Plot Report Data on a Scatter Chart
- Scatter charts make it easy to see how opportunity age affects opportunity amount.
To plot report data on a scatter chart, your report must have at least two summarized fields.
Graph Report Data in a Cumulative Line Chart
- Now you can make your line charts on reports cumulative and really highlight revenue growth over time.
View Combination Charts on Reports in Lightning Experience
- Previously, combination charts added to reports in Salesforce Classic appeared as bar or donut charts in Lightning Experience. Now, combination charts that you add to your report in Salesforce Classic appear above your report in Lightning Experience.