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Lightning Navigation and Apps
Winter ‘17
Eric Jacobson
Sr. Director, Product, Lightning Platform
Aug 23, 2106
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.
Agenda
●  Updated Navigation in Lightning Experience
●  New capabilities for apps
●  App customization
●  Packaging
●  Q&A
Updated Navigation in
Lightning Experience
Winter ‘17
Current Navigation UI
Through Summer ‘16
● Vertical left-side
navigation
● Fixed navigation items;
defaults to Sales app
● Admins can optionally
assign custom navigation
menus to users
● No app switching
Updated Navigation UI
Winter ‘17 for all orgs
● Horizontal navigation
bar
● Full screen width available
for app content
● App switching via the
App Launcher
(now located in nav bar)
● App branding
The Navigation Bar
Items within the current app
Change
Apps
Current
App
Current app’s branding colorCurrently selected item
● The Navigation Bar gives users an experience that’s familiar from
Salesforce Classic
● Additional features increase efficiency of navigation
● Admins / app developers decide the order and set of tabs (items)
included in an app. Users cannot “Customize My Tabs” in Lightning.
The Navigation Bar
Change
Apps
Current
App
● Shortcut menus provide quick access to key
functionality & lists
● Menus appear on standard and custom objects.
Menu content is currently not admin configurable
but may be in future releases
Updated App Launcher
● Organized into two
sections: apps and
items
● Easily search across
both sections
● All Items section is
equivalent to the “+” tab
in Classic
Changing Apps
via the App Launcher
Lightning Apps
Winter ‘17
Lightning Apps
●  New app type specifically for Lightning Experience
●  Provides a new set of capabilities for apps:
•  App branding
•  Lightning Pages per app
•  Utility Bar
●  Custom apps from Classic will work as-is in
Lightning, but can be upgraded to leverage new
capabilities
•  “Customize My Tabs” changes to the app will not
be reflected in Lightning
Upgrade Classic Apps To Leverage New Features
● App Branding
● Lightning Pages
per app
● Utility Bar
Updated Admin UI for Managing Lightning Apps
●  Current Navigation Menus
admin UI has been
transformed
●  Guided wizard for creating
new apps; tabbed UI for
making quick edits
●  Configure new capabilities,
such as app branding
●  In Lightning Setup under
Apps > App Manager
App Branding in Lightning
With Winter ‘17, admins can edit all
Lightning Apps to specify an app icon
and color.
Apps can provide defaults, but
admins can still override
Apps Get Unique Experiences
Utility Bar provides one click access to productivity tools
●  Persistent footer in Lightning,
configured on a per app basis
●  Voice or OpenCTI can be easily
added with one click in Winter ‘17
●  Salesforce will add more standard
Utilities over time, or you can
create your own using Lightning
components
Apps and Packaging
Classic Apps in Lightning Experience
Winter ’17
Existing installed Classic apps
appear in Lightning Experience
Newly installed Classic apps appear
in Lightning Experience
Spring ‘17 and Beyond
Classic Apps will need to be updated
for new installs to work in Lightning
Lighting Apps in Lightning Experience
Winter ’17
Lightning Apps are packageable and supported in Metadata API
App specific page overrides
Utility Bar
Spring ‘17 and Beyond
Tooling API support
Push Upgrades supported
New CustomApplication Metadata
Form Factor (Dev upgradeable)
Large = show in Lightning Experience
Utility Bar (Dev upgradeable)
Tabset (Dev upgradeable for Lightning Apps)
Branding (Subscriber controlled)
Logo
Color
Packaging Strategy
You can deliver both Classic Apps and Lightning Apps in the same package.
*If a package contains both types, then the form factor metadata MUST be set.
Starting in Spring ‘17:
Classic Apps will need to be updated to be marked “Show in Lightning Experience”
No regression for existing users
Update your packages before Feb 2017 to ensure continued support for new customers
Q&A
thank y u
Next Steps
●  Look for a short survey and give us feedback
●  Visit Trailhead and complete the Lightning Superbadge
•  https://developer.salesforce.com/trailhead/en/super_badges/superbadge_lex
●  Check out the Winter release live in your sandbox environment this September
●  Make plans to attend Dreamforce 2016 (Oct 4-7) and visit us in the Lightning Zone

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Winter '17 Lightning Navigation (August 23, 2016)

  • 1. Lightning Navigation and Apps Winter ‘17 Eric Jacobson Sr. Director, Product, Lightning Platform Aug 23, 2106
  • 2. 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.
  • 3. Agenda ●  Updated Navigation in Lightning Experience ●  New capabilities for apps ●  App customization ●  Packaging ●  Q&A
  • 4. Updated Navigation in Lightning Experience Winter ‘17
  • 5. Current Navigation UI Through Summer ‘16 ● Vertical left-side navigation ● Fixed navigation items; defaults to Sales app ● Admins can optionally assign custom navigation menus to users ● No app switching
  • 6. Updated Navigation UI Winter ‘17 for all orgs ● Horizontal navigation bar ● Full screen width available for app content ● App switching via the App Launcher (now located in nav bar) ● App branding
  • 7. The Navigation Bar Items within the current app Change Apps Current App Current app’s branding colorCurrently selected item ● The Navigation Bar gives users an experience that’s familiar from Salesforce Classic ● Additional features increase efficiency of navigation ● Admins / app developers decide the order and set of tabs (items) included in an app. Users cannot “Customize My Tabs” in Lightning.
  • 8. The Navigation Bar Change Apps Current App ● Shortcut menus provide quick access to key functionality & lists ● Menus appear on standard and custom objects. Menu content is currently not admin configurable but may be in future releases
  • 9. Updated App Launcher ● Organized into two sections: apps and items ● Easily search across both sections ● All Items section is equivalent to the “+” tab in Classic
  • 10. Changing Apps via the App Launcher
  • 12. Lightning Apps ●  New app type specifically for Lightning Experience ●  Provides a new set of capabilities for apps: •  App branding •  Lightning Pages per app •  Utility Bar ●  Custom apps from Classic will work as-is in Lightning, but can be upgraded to leverage new capabilities •  “Customize My Tabs” changes to the app will not be reflected in Lightning
  • 13. Upgrade Classic Apps To Leverage New Features ● App Branding ● Lightning Pages per app ● Utility Bar
  • 14. Updated Admin UI for Managing Lightning Apps ●  Current Navigation Menus admin UI has been transformed ●  Guided wizard for creating new apps; tabbed UI for making quick edits ●  Configure new capabilities, such as app branding ●  In Lightning Setup under Apps > App Manager
  • 15. App Branding in Lightning With Winter ‘17, admins can edit all Lightning Apps to specify an app icon and color. Apps can provide defaults, but admins can still override
  • 16. Apps Get Unique Experiences
  • 17. Utility Bar provides one click access to productivity tools ●  Persistent footer in Lightning, configured on a per app basis ●  Voice or OpenCTI can be easily added with one click in Winter ‘17 ●  Salesforce will add more standard Utilities over time, or you can create your own using Lightning components
  • 19. Classic Apps in Lightning Experience Winter ’17 Existing installed Classic apps appear in Lightning Experience Newly installed Classic apps appear in Lightning Experience Spring ‘17 and Beyond Classic Apps will need to be updated for new installs to work in Lightning
  • 20. Lighting Apps in Lightning Experience Winter ’17 Lightning Apps are packageable and supported in Metadata API App specific page overrides Utility Bar Spring ‘17 and Beyond Tooling API support Push Upgrades supported
  • 21. New CustomApplication Metadata Form Factor (Dev upgradeable) Large = show in Lightning Experience Utility Bar (Dev upgradeable) Tabset (Dev upgradeable for Lightning Apps) Branding (Subscriber controlled) Logo Color
  • 22. Packaging Strategy You can deliver both Classic Apps and Lightning Apps in the same package. *If a package contains both types, then the form factor metadata MUST be set. Starting in Spring ‘17: Classic Apps will need to be updated to be marked “Show in Lightning Experience” No regression for existing users Update your packages before Feb 2017 to ensure continued support for new customers
  • 23. Q&A
  • 25. Next Steps ●  Look for a short survey and give us feedback ●  Visit Trailhead and complete the Lightning Superbadge •  https://developer.salesforce.com/trailhead/en/super_badges/superbadge_lex ●  Check out the Winter release live in your sandbox environment this September ●  Make plans to attend Dreamforce 2016 (Oct 4-7) and visit us in the Lightning Zone