Slide deck form the BrightGen Spring 19 Salesforce release webinar presented by Clive Platt (Service Manager) and Keir Bowden (CTO).

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

4. Fond farewells

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

16. Print Record Page

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

22. Opportunity Product Selector

23. Opportunity Product Selector

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

40. Einstein Analytics

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

52. Translate Feed Items

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

72. Questions?
Events @BrightGen.com

73. Thank you
Events @BrightGen.com