Slide deck from BrightGen's Winter '18 Salesforce release webinar presented by Clive Platt, Service Manager, CTO and Keir Bowden. Access the recording at https://www.youtube.com/watch?v=HvFP_uh-NTs

1. Salesforce Release Webinar
Winter ‘18 Highlights
We’ll be starting soon, thank you for your patience.
Questions? Email webinar@brightgen.com

2. 2
Keir Bowden
CTO
Salesforce MVP
@bob_buzzard
Clive Platt
Head of Service Management
www.linkedin.com/in/cliveplatt/

3. Agenda
☑ Fond Farewells
☑ Sales Cloud
☑ Service Cloud
☑ Analytics
☑ Communities
☑ Chatter
☑ Salesforce1
☑ Customisation
☑ Q&A

4. Fond farewells

5. 5
• Cloud scheduler retired
• Free account data assessments retired
• Data.com tab now needs prospector license
• Chatter answers retires Spring 18
• Mobile classic retires Dec 1st
• Salesforce1 legacy charts starts phased retirement Winter 18
• Koa/Kokua templates no longer available for new communities
• JavaScript in HYPERLINK function blocked 30th October

6. Sales cloud

7. Einstein
☑ Score historic leads without opportunities
☑ Track enablement progress
☑ Lead scoring in classic
Add Einstein Score field to page layout

8. Lightning
Experience
☑ Lead conversion matches existing contacts/accounts
☑ Collaborative forecasts now supported
☑ Task notifications
☑ All activity history - including archived

9. List view
wrap text

10. 10
List Emails

11. Service Cloud

12. Lightning
Experience
☑ Streamlined Knowledge setup flow
☑ Case milestones
☑ Service contracts
☑ Clone case
☑ Add comments via related lists

13. Lightning
Knowledge
☑ Create articles while managing cases
☑ Embed videos and code blocks in articles
☑ Choose data categories
☑ Sort article search results

14. Other
☑ Max queued work items 15k (was 5k)
☑ Delete user presence statuses (API)
☑ Custom requested datetime field
Keep track of wait time

15. Analytics

16. 16
Embed dashboard

17. 17
View filtered report

18. Lightning
Experience
☑ Wave analytics renamed Einstein Analytics
☑ Enhanced folder sharing
☑ Up to 500 groups in line/bar charts
☑ Up to 4 measures for horizontal bar charts

19. Communities

20. Napili
Template
☑ Winter 18 version
☑ Upgrade to get new features
☑ May impact your community configuration
☑ sforce.co/2yK07WS
☑ Always test in a sandbox first!

21. Branding Sets
☑ Different branding depending on audience
☑ Colours, fonts, logo, background image, line thickness
☑ Must be using latest template
☑ Define default audience branding set

22. Audiences
☑ Create based on user criteria
E.g company name, city
☑ Order branding set/page variations
Need at least two!
☑ Drag and drop
☑ User in multiple audience sees highest ranked

23. Customer
account portal
☑ Community Cloud template
☑ Access and update account information
☑ Search knowledge base
☑ Upload files

24. Other
☑ Community 360 console component
☑ Branding step in setup flow
☑ Build Your Own template
☑ Export any customised Lightning template as Lightning
bolt

26. Encryption
☑ Posts + comments
☑ Questions + Answers
☑ Link labels and URLs
☑ Polls and choices
☑ Content from rich publisher apps

27. Theming
☑ Group headers default to Trailhead theme
☑ User profiles include Trailhead card
Only when viewing your own profile

28. Other
☑ Emojis
☑ Keep files on records private
☑ Out of office is GA
Needs to be enabled

29. Salesforce1

30. Salesforce1
☑ Change assigned opportunity territory
☑ View territories assigned to accounts
☑ Manage service contracts
☑ Delete and edit contract line items
Not create
☑ View case milestones
Not the milestone tracker
☑ Clone cases

31. Customisation

32. Dynamic
Lightning
Pages
☑ Show or hide component based on conditions
☑ Via Lightning app builder
☑ No whitespace!

33. Dynamic
Lightning
Pages

34. Related list
quick links
☑ Lightning app builder lightning component

35. Other
☑ Clone existing lightning pages
☑ Custom lightning page templates
Requires Lightning component development
☑ Up to 1,000 workflow time triggers per hour
Default for new orgs
Contact Salesforce for existing orgs
☑ Can't delete actions on page layouts
☑ Style login flows as Classic or Lightning

36. Developer
☑ Base lightning components
API V41
☑ Lightning Data Service GA
API V41
☑ Lightning component JavaScript validation on save
Developer console only!
☑ Deployments recompile all Apex code
☑ SFDX is GA

37. The End

38. ☑ http://sforce.co/2wZqNAS
☑ Release notes
☑ Demo
☑ Preview PDF
More
information

39. Questions?
Events @BrightGen.com

40. Thank you
Events @BrightGen.com