Salesforce Summer '17 Release Top 17 Features

 

Salesforce Summer '17 release went live in June.  Are you aware of all its new features?  I've highlighted what I consider the top seventeen release features.  Most of the new feature are for Lightning Experience. If you haven't made the switch, it might be time to do so.

 

 

1. Migration Assistant
To guide you through the optimal path to enabling Lightning Experience, we’ve given the Migration Assistant an easier-to-use, wizard-style interface. The tools for assessing and previewing your org’s readiness, setting up features and users, and flipping the switch are now visible at a glance—and faster to access. Oh, and it’s also easier to find the Migration Assistant in Setup. This change applies to both Lightning Experience and Salesforce Classic. Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.
            

2. Keyboard Shortcuts
You can now use keyboard shortcuts to maximize your efficiency and speed while working in Lightning Experience. You can search for, edit, save, and close a record—all without touching a mouse. We’ve even got keyboard shortcuts to help you go to the publisher and post to a feed. By default, keyboard shortcuts work in all Lightning apps. This change applies to Lightning Experience only.
To view the available keyboard shortcuts, press:
•    Windows: Ctrl+/
•    macOS: Cmd+/

 

3. Lead Conversion
Keep Related Files and Records When Reps Convert Leads
Now with Summer ’17 release, when a user converts a lead the files and related records attached to the lead are attached to the resulting contact, account, person account and opportunity record.   This change applies to Lightning Experience, Salesforce Classic and all version of the Salesforce1 mobile app.
Related Accounts to Leads Faster with Account Matching
When sales users convert leads, if the lead company name matches any of your accounts, it’s quick and easy to choose one of the matching accounts. This change applies to Lightning Experience only.


4. Access Field History Related Lists in Lightning Experience
Track and display the field history for standard or custom objects, regardless of which Salesforce interface you’re using. If you added the History related list to objects in Salesforce Classic, you can now see it in Lightning Experience. You can also set up a field history related list in Lightning Experiences. This change applies to Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.

5. Global Picklists
Global Picklists became generally available Winter ’17. Since then, we’ve been busy adding features, and now you can migrate existing picklist fields into global value sets. Admins will love this one.  This change applies to both Lightning Experience and Salesforce Classic.
There are a few limitations to be aware of:
•    You can only promote fields that have fewer than 1,000 values (both active and inactive).
•    You can only promote restricted picklists. If you want to promote an unrestricted picklist, first convert it to a restricted picklist.
•    You cannot promote a field to an existing global value set. But check out this Salesforce Lab App for some help.
•    After a field is promoted, you can’t demote it back.


6. Lightning Console Apps
Lightning console apps are generally available and include more features that help your users be productive. With the addition of split view, keyboard shortcuts, and person accounts, users have everything they need at their fingertips. These changes apply to Lightning Experience only. Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions.

7. Drag Files onto Files and Attachments Related Lists
Salesforce made adding files to records super easy. Just drag them onto a Files or Attachments related list for any object. You can also click the Upload Files button to add files. You get this new functionality automatically— there’s nothing to enable. This change applies to Lightning Experience only. It doesn’t work in Salesforce Classic.

8. Add Members to Campaigns from Reports in Lightning Experience
Your marketing department can quickly target specific groups of leads, contacts, or person accounts by adding them to campaigns directly from standard and custom reports. This change applies to both Lightning Experience and Salesforce Classic. Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions.
Reps can add up to 50,000 returned records to campaigns by clicking Add to Campaign.
To let marketers, add members to campaigns from custom reports, the report’s primary object must be Lead or Contact. The custom report type must also include the Full Name field. Previously, Salesforce Classic allowed members to be added to campaigns only from standard reports. The ability to add members to campaigns from custom report types is available in both Salesforce Classic and Lightning Experience.


9. Decide How Path Displays
A path is now closed when the page loads, helping users view more record details without scrolling. You can configure how users display Path. This change applies to Lightning Experience only.
To let your users, decide whether a path’s guidance and key fields display automatically when the page loads, from Setup, enter Path Settings in the Quick Find box, then select Path Settings. Then enable Remember User’s Path Preferences.


10. See Opportunity Stage History in Lightning Experience
Review changes to an opportunity’s amount, probability, stage, and close date on the Stage History related list in Lightning Experience. This change applies to Lightning Experience only.

11. Show Who Reports to Whom from Contact Pages in Lightning Experience
Give your sales team a key tool for planning sales strategy. Use Lightning Contact Hierarchy to visualize the contacts on an account according to what sales reps enter in the Reports To field. Plus, customize contact hierarchy columns to show the information that’s most useful to your sales teams. This feature is new in Lightning Experience (Lightning Experience Only).  Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.

12. Use Your Classic Email Templates in Lightning Experience
Leverage all the work and planning that went into your Salesforce Classic email templates by using the same templates in Lightning Experience. You can use your Text, Custom HTML, and Letterhead email templates in Lightning Experience. This change applies to Lightning Experience only.  Available in: Group, Professional, Enterprise, Performance, and Unlimited Editions.

13. Stay on Top of Things with the Updated Activity Timeline
Quickly see what each activity is about with easily read summaries. Need the details? Click Expand to see more, without leaving the timeline. Want to drill deeper into your day? Click Expand All to see all the details on all the activities in your timeline. This change applies to Lightning Experience only.

14. Home: Assistant and Performance Chart Updates
The Assistant has a new look, and the performance chart now has both a weekly and daily view. These changes apply to Lightning Experience only. Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
See Assistant Updates in a New Way
The Assistant has a slightly different look and feel. Click > to see more details about a specific update. This change applies to Lightning Experience only. Your sales reps can also quickly act on different updates with the new action buttons, such as sending an email or editing an opportunity.
See Multiple Views of the Performance Chart
The performance chart displays opportunities for the current sales quarter that are closed or open with a probability over 70%. Sales reps can now switch between a weekly and daily view. This change applies to Lightning Experience only.


15. Add Dashboard Filters in Lightning Experience
Add, edit, or remove filters from your Lightning Experience dashboard directly from the lightning dashboard builder. Filters let people choose different views of a dashboard, so one dashboard does the job of many. Without dashboard filters, you’d have to create multiple dashboards, each with its own set of filtered reports. For example, add a filter on the industry field to track opportunities by industry. This feature is new in Lightning Experience (Lightning Experience Only).

16. Lightning for Outlook: Improved Efficiency and Integration with Salesforce
See reps step up their efficiency with our latest features. With the new pin option, Lightning for Outlook stays open, so reps can work through their emails faster. Reps can also relate their emails to Salesforce before sending them. Crafting emails is faster with Lightning email templates. To jazz up those emails and make quick work of relating them to Salesforce records, use Enhanced Email with Lightning for Outlook. You can manage Lightning for Outlook from both Lightning Experience and Salesforce Classic.  Available with Sales Cloud, Service Cloud, and Force.com. Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.

17. Detect Duplicates Across Contacts and Leads Using Standard Rules
Do your sales reps create leads for contacts that are already in Salesforce, or the reverse? Two standard duplicate rules make it simpler to detect contacts and leads that duplicate each other. This change applies to Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app. Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions.

There are many more powerful features in Summer’17 Release notes. For complete list of Summer’17, Release Notes click here.

 

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