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ISV Monthly Technical
Enablement
June 2017
SALESFORCE DEVELOPER CONFERENCE
Adventure Awaits Every Trailblazer!
June 26-28, 2017 San Francisco
$499 Early Bird Tickets...
Devs, admins, partners & more:
20k+ virtual attendees
2k+ full conf attendees
1k+ free expo attendees
Trailhead
Quest
Fun ...
New Customers are Looking for Lightning Ready Apps
Lightning Ready = Your App Works in Lightning
Lightning Styling and Lig...
Webinar: New Analytics App Features for Partners
Summer ’17 delivers new ways to package and integrate Analytics apps
Thur...
Summer ‘17 ISV
Release Readiness
Key Features for ISV Partners
Jaswinder, Kamlesh, Danny
Technical Evangelists
ISV Release Readiness
Finding and sharing the best features for ISVs from the upcoming release
IMPROVED! Wave Packaging & ...
Danny ChangKam Patel
Today’s Speakers
@DannySFDC
Technical
Evangelists
@kamatsalesforce
Jaswinder Rattanpal
@jrattanpal
Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may con...
GA vs Beta vs Developer Preview vs Pilot
GA ( Generally Available)
● Released feature with full support
Beta
● Production ...
Announcements
Lightning Workshops - Chicago and NYC
Accelerate your Lightning implementation:
● Get Lightning Ready
● Leverage Lightning...
LockerService Rollout Has Changed
Build all your Lighting Components to be fully compliant with Locker Service and CSP. Se...
Security Review Dreamforce Deadline
Apps must be submitted for Security Review by August 25,
2017 to have a chance at pass...
Einstein Analytics
Einstein Analytics - Now Open for ISV’s!
Feature Overview
● Tremendous future growth over the past year
● Now a new and im...
Ready for ISV’s - Newly GA’d Features
Templates Apex SDK Web SDK Sharing Encryption
Beta
Powerful customization
capabiliti...
Einstein Analytics - Web SDK Demo
Dashboard Inspector
Feature Overview
● A tool to troubleshoot performance
issues or binding errors
● Shows how fast it exe...
Declaratively Modify Data Flow Definitions
Feature Overview
● Set dynamic initial selections using bindings and customize
...
Webinar: New Analytics App Features for Partners
Summer ’17 delivers new ways to package and integrate Analytics apps
Thur...
Lightning
Lightning Data Service
Feature Overview
● Standard Controller for LCs
● CRUD on record data from LCs
without Apex and SOQL...
Lightning Console Apps
Feature Overview
● Console Navigation for Force.com
Apps
● Ideal for Sovereign-style Apps that
need...
Path Updates - Packaging Support / Additional Objects
Feature Overview
● Paths are now package-able
● Paths can be added t...
Path Demo
Salesforce DX
Salesforce DX - Source Driven Development
Feature Overview
● Source Driven Development (SDD)
● Continuous Integration and ...
Packaging 2
Feature Overview
● Next generation of packaging for partners and customers
● Build packages from source - no p...
TrailheaDX (June 28/29)
● Tons of sessions about DX
● Learn more about SDD, Scratch Orgs, Salesforce CLI
● Latest updates ...
Big Data
Packaging Support of BigObjects
Feature Overview
● BigObjects now available to add to
existing or new packages
● Fields an...
BigObject Deletes & Metadata Edit
Feature Overview
● Full delete / undelete / erase lifecycle support of BigObjects
● Edit...
Granular Permissions for Async SOQL
Feature Overview
● “Modify All Data” no longer required to execute queries
● In order ...
Platform Messaging
Enterprise Messaging - Platform Events
Feature Overview
● Define event topics easily (similar to
custom objects)
● Publish...
Platform Events
Create Platform Event Pub/Sub in Apex Pub/Sub for External Apps
Package platform events, a new object type...
Apex
Apex Metadata API
Feature Overview
● Retrieve metadata synchronously
● Create & Update via async deploy
● Callback on comp...
APIs
Federated Search
Feature Overview
● Users stay in your UI while searching off-Platform content
● External search results a...
Bulk API V2
Feature Overview
● Easily upload large data files to Salesforce for processing into
records.
● Simply send Sal...
Miscellaneous API Updates
Record Count UI API
Dev Preview
Updated APIs
Retrieve object record counts
programmatically
Mult...
ISVforce Enhancements
Channel Order App 2.0
Feature Overview
● Manage Orders in Lightning Experience
● Redesigned Order Submission Wizard
● Edit...
Push Upgrade Enhancements
Feature Overview
● Exclude Orgs from a push upgrade
● Improved performance for push upgrades
Val...
Shield
Shield Features
Reference Encrypted Fields in Custom
Formula Field Type
Compatibility with Flows and Process
Builder
Beta
...
Community Cloud
Lightning Bolt Solution Packaging Update
Feature Overview
● Community branding settings like color, font, images
auto-pack...
Community Page Optimizer
Feature Overview
● Get quick overview of community page performance
● Debug deeper to identify pe...
New! HTML Editor Lightning Component
Feature Overview
● Lightweight component in the community builder
● Easily add custom...
Sales Cloud
Sales Cloud Enhancements
Lightning Sales Console (Generally Available)
● Supports Person Accounts and leverages all the ne...
Financial Services Cloud
Support for Communities
Feature Overview
● Access to FSC objects in communities officially certified
● Provides a packaged...
Permission Set Licensing for Financial Service Cloud
Feature Overview
● Sitewide to User-Based Licensing
● Financial Servi...
Custom Schema
Custom Metadata type enhancements
Feature Overview
● Long Text Area fields are going GA
● Support for validation rules on ...
Recap
Recap
Einstein Analytics (Wave) is open for business!
Build performant apps at massive scale with Platform Events
Salesfor...
Appendix
Release Resources
Summer’17 Release Notes (HTML)
Summer’17 Release Notes (PDF)
Partner Community: Releases for Partners
IS...
List of Pilots, Betas and Developer Previews
Pilots
● Bulk API V2
● BigObjects Packaging support
● Einstein Analytics - Mo...
Cool and High-Impact Features
Cool Features
● Channel Order App 2.0
● Federated Search
● Shield Features
● Salesforce DX
●...
Einstein Analytics
New Packageable Charts Added
Generally Available
Release Notes
Angular
Gauge
Calendar Heat Map
Parallel Coordinates
Geo Ma...
New Action Framework
Feature Overview
● Configuring Einstein Analytics actions no longer requires
manual dataset XMD file ...
Dashboard Component Available in Community Templates
Feature Overview
● Using the Customer Service (Napili)
template, quic...
New Connectors for Einstein Analytics
Feature Overview
● Connect to external data sources with new connectors
● Connectors...
Lightning
LockerService
Feature Overview
● LockerService drives client-side security and supportability
● Includes Javascript Strict...
LockerService Rollout Plan for Lightning Communities
Generally Available
Release Notes | Trailhead
Summer ‘17 (Jun ‘17) Wi...
Lightning Console for Service
Feature Overview
1. Lightning Console Split View
2. Drag Files onto Files and
Attachments Re...
Apex
Apex Code Changes
Feature Overview
● Access to non-global Apex methods disabled in managed
packages
Value/Relevance to ISV...
Shield
Event Monitoring
Asynchronous SOQL queries for Login
Forensics
Prevent Identity Fraud in Government
Cloud with Login Foren...
Lightning Container Components
Feature Overview
● Host 3rd party apps within a LC
● SPA uploaded as a static resource,
hos...
UI API
Feature Overview
● Create native mobile apps and custom web apps with your own branding and look and feel.
● A sing...
Richer Event Data
Feature Overview
● New fields in the Report and Lightning event type log files
Value/Relevance to ISVs
●...
Health Cloud
Health Cloud Engage
Feature Overview
● Health Cloud now includes Lightning Components that
provide patient and care team m...
Field Substitution in TargetValueMap for Async SOQL
Feature Overview
● Before: TargetValueMap parameter was strictly set t...
Health Cloud Additional Features
Timeline Enhancements Improve Care Coordinator
Organization
Data Model Extension License ...
Service Cloud
Social Customer Service (SCS) Enhancements
New Lightning Setup New Compact Feed, Intent and
Actions
Facebook Reviews Suppo...
Case Management Enhancements
Feed Filters Case Comments Log a Call Publisher Case Assignment
Checkbox in S1
Macros
Pilot
F...
Lightning Knowledge Enhancements
Knowledge is now GA in Lightning, Communities, and Salesforce1!
Import with Record
Types ...
Lightning Console for Service
Feature Overview
1. Lightning Console Split View
2. Compact Case Feed
3. Drag Files onto Fil...
Sales Cloud
Sales Cloud Enhancements
Lightning Sales Console Path Updates Encrypt Lead Fields
Beta
Sales Console is now Generally Avai...
Sales Cloud Enhancements
Lightning Sales Console Encrypt Lead Fields
Beta
Sales Console is now Generally Available for Lig...
Financial Services Cloud
Support for Communities - Lightning Components
Feature Overview
● Custom Components available in Communities
● Use out of ...
Identity
Dynamic Branded Login Pages
Feature Overview
● Ability to load a dynamic login page brand based on
who the user is, and/or...
Reserved Path Prefixes
Feature Overview
● New reserved path prefixes: /id/, /idp/, /saml/
● Avoid using these (identity ac...
Health Cloud
Integrated Einstein Analytics Lists
Feature Overview
● Convert patient lists in Einstein
Analytics Dashboards to HC
Patien...
Care Plan Enhancements
Multiple Care Plans Care Plans to Fit Patients Control Sort Order of Items in Care Plans
Health Clo...
Mobile
Add Topics to Chatter Posts & Comments
Feature Overview
● Add a topic to a Chatter post by simply prepending a hashtag,
ju...
Marketing Cloud
Marketing Cloud
API Event Entry Source for Journeys Deep Linking for iOS Manage HubExchange Apps Across
Business Units
An ...
AppExchange Tech Enablement June 2017
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AppExchange Tech Enablement June 2017

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AppExchange Tech Enablement June 2017

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AppExchange Tech Enablement June 2017

  1. 1. ISV Monthly Technical Enablement June 2017
  2. 2. SALESFORCE DEVELOPER CONFERENCE Adventure Awaits Every Trailblazer! June 26-28, 2017 San Francisco $499 Early Bird Tickets | 120+ Technical Sessions sfdc.co/TrailheaDX Discount Code: TDX17D425CMMTY Discount Code Expires TODAY! (June 15)
  3. 3. Devs, admins, partners & more: 20k+ virtual attendees 2k+ full conf attendees 1k+ free expo attendees Trailhead Quest Fun after-party Amazing band Keynote with Keith Block 120+ technical sessions 40+ Partners 25+ Salesforce demos Kids coding Help Non-profits Equality & WIT TrailheaDX - The Must-attend Developer Conference of the Year Moscone West, June 27-28, 2016 - San Francisco #TDX17 Discount Code: TDX17D425CMMTY Discount Code Expires TODAY! (June 15)
  4. 4. New Customers are Looking for Lightning Ready Apps Lightning Ready = Your App Works in Lightning Lightning Styling and Lightning Components are not required New Apps Must be Lightning Ready to Enter Security Review Make sure they find yours by being Lightning Ready Learn More at: http://sfdc.co/LightningReady
  5. 5. Webinar: New Analytics App Features for Partners Summer ’17 delivers new ways to package and integrate Analytics apps Thursday, July 20 @ 9:00am PDT Register now at http://bit.ly/ISVtechwebinar Build & Package with Templates Integrate Analytics with Force.com & Lightning Integrate Analytics with web apps Attend to learn how to:Awesome Features Ready for ISV Adoption!
  6. 6. Summer ‘17 ISV Release Readiness Key Features for ISV Partners Jaswinder, Kamlesh, Danny Technical Evangelists
  7. 7. ISV Release Readiness Finding and sharing the best features for ISVs from the upcoming release IMPROVED! Wave Packaging & Templates NEW! Salesforce DX enters Open Beta NEW! Apex Metadata API goes GA NEW! Lightning Data Service enters Beta And much more! Summer ‘17 for ISVs Awesome ISV Features!
  8. 8. Danny ChangKam Patel Today’s Speakers @DannySFDC Technical Evangelists @kamatsalesforce Jaswinder Rattanpal @jrattanpal
  9. 9. 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.
  10. 10. GA vs Beta vs Developer Preview vs Pilot GA ( Generally Available) ● Released feature with full support Beta ● Production quality but has known limitations Developer Preview ● Only available in Developer Edition ● Do NOT add to package Pilot ● Additional terms and conditions apply ● Subject to change ● No guarantee for release ● Do NOT add to package Release Notes | Trailhead
  11. 11. Announcements
  12. 12. Lightning Workshops - Chicago and NYC Accelerate your Lightning implementation: ● Get Lightning Ready ● Leverage Lightning Components Workshop Dates: ● Chicago - 18-20 July (Deadline for nominations 30th June) ● NYC - 29-31 August (Deadline for nominations 14th July) Workshop activities begin the previous week Requirements: ● UI mockups ● At least 1 Product Manager and 1 web developer attending Reach out to your TE to nominate yourself Free for ISV Partners - Reach out to your TE to nominate yourself
  13. 13. LockerService Rollout Has Changed Build all your Lighting Components to be fully compliant with Locker Service and CSP. See https://sfdc.co/LockerService for more information Release Notes
  14. 14. Security Review Dreamforce Deadline Apps must be submitted for Security Review by August 25, 2017 to have a chance at passing before Dreamforce This deadline assumes that your app will pass on the first attempt Take advantage of the resources offered by the Security Team to help make sure you pass on your first try ● Secure Development Trailhead ● Security Review Trailhead ● Security Office Hours ● Security Review Submission Office Hours ● Security Review Process Alert Information Submission Deadline: August 25, 2017
  15. 15. Einstein Analytics
  16. 16. Einstein Analytics - Now Open for ISV’s! Feature Overview ● Tremendous future growth over the past year ● Now a new and improved platform and ready for ISVs! ○ Closed technical gaps (customizable & upgradeable) ○ New pricing ○ Partners are fully supported ● Notable new features: Templates, Bulk Actions, and Apex/Web SDKs Value/Relevance to ISVs ● We want you to start building Einstein Analytics apps! ● New opportunity to generate revenue Release Notes
  17. 17. Ready for ISV’s - Newly GA’d Features Templates Apex SDK Web SDK Sharing Encryption Beta Powerful customization capabilities Enables apps to be fully customized for use on the customer’s org Key for ISV partners publishing apps on AppExchange Server-side integration with Einstein Analytics Use queries directly from Apex Supports Controllers, Workflows, Triggers, Process Builder, etc. First-class Einstein Analytics integration Einstein Analytics dashboard components fire and handle Lightning events Supports Lightning, Visualforce, and other UIs via Lightning Out Salesforce inheritance and sharing determines what a user can see Minimizes the need to create custom security predicates User coverage based on the volume of records that they can access One click - admin enablement Support for encryption at rest for all Einstein Analytics assets Key management integration with Shield Fuse driver for high performance processing and transparency Release Notes Release Notes Release Notes Release Notes Release Notes
  18. 18. Einstein Analytics - Web SDK Demo
  19. 19. Dashboard Inspector Feature Overview ● A tool to troubleshoot performance issues or binding errors ● Shows how fast it executes each step ● Metrics shown: # of runs, First (MS), Number of ms, Avg (MS) Value/Relevance to ISVs ● Ability to identify slow steps/queries to make overall application run faster Generally Available Release Notes 1 2 3 4
  20. 20. Declaratively Modify Data Flow Definitions Feature Overview ● Set dynamic initial selections using bindings and customize table column widths ● Dashboard JSON property change - partners will have to update JSON or dashboard would fail Value/Relevance to ISVs ● Easier on ISVs to create apps with clicks not code ● Closes a frustrating gap for partners Generally Available Release Notes
  21. 21. Webinar: New Analytics App Features for Partners Summer ’17 delivers new ways to package and integrate Analytics apps Thursday, July 20 @ 9:00am PDT Register now at http://bit.ly/ISVtechwebinar Build & Package with Templates Integrate Analytics with Force.com & Lightning Integrate Analytics with web apps Attend to learn how to:Awesome Features Ready for ISV Adoption!
  22. 22. Lightning
  23. 23. Lightning Data Service Feature Overview ● Standard Controller for LCs ● CRUD on record data from LCs without Apex and SOQL ● Auto CRUD & FLS enforcement ● Performance Improvement / Cache Value/Relevance to ISVs ● Speeds up LCs Development for simple CRUD on a single object ● No need to enforce CRUD and FLS using Custom Apex Known Limitations ● Only available on LEX and S1 ● Beta - no support for all standard objects. No risks for supported objects Beta Custom component Lightning Data Service Caching Shared record cache Offline support (draft)<force:recordData> Custom component <force:recordData> Custom component <force:recordData> Release Notes
  24. 24. Lightning Console Apps Feature Overview ● Console Navigation for Force.com Apps ● Ideal for Sovereign-style Apps that need Multi-record view for long duration tasks & workflows ● Fewer Clicks, Stateful, Larger Display Value/Relevance to ISVs ● ISVs can leverage Lightning Console Templates vs building custom console Apps ● ISV Force Partners: Included ● OEM Partners: Additional fee applies Generally Available Release Notes
  25. 25. Path Updates - Packaging Support / Additional Objects Feature Overview ● Paths are now package-able ● Paths can be added to any objects to guide your users through your business processes ● Path remembers user’s display preferences Value/Relevance to ISVs ● ISVs can now package Paths for standard & custom objects to guide users through staged processes. ● Paths can be assigned based on record types and different picklists ● Path fields and content can be customized by the ISV Known Limitations ● A Path’s key fields and Guidance for Success are not configurable by system admins for Paths in managed packages Generally Available Release Notes
  26. 26. Path Demo
  27. 27. Salesforce DX
  28. 28. Salesforce DX - Source Driven Development Feature Overview ● Source Driven Development (SDD) ● Continuous Integration and Delivery ● Open and standard developer experience powered by Salesforce CLI, Scratch Orgs, Source Sync APIs ● New and improved IDE! (Force.com IDE 2 Beta) Value/Relevance to ISVs ● Major improvement to the Salesforce Developer Experience ● Facilitates rich CI/CD workflows ● Scratch orgs can be assigned a namespace Known Limitations ● Source Sync APIs not yet “metadata complete” ● Some limits apply Beta Astro — -bash localhost:~ astro$ git clone https://github.com/forcedotcom/dreamhouse-sdx.git localhost:~ astro$ git checkout -b mybranch localhost:~ astro$ sfdx force:org:create -f config/workspace-scratch-def.json localhost:~ astro$ sfdx force:src:push localhost:~ astro$ sfdx force:org:open
  29. 29. Packaging 2 Feature Overview ● Next generation of packaging for partners and customers ● Build packages from source - no packaging org needed! ● Integrate packaging into your CI/CD process ● Declarative manageability rules ● Create multiple packages from a single namespace Value/Relevance to ISVs ● Supports nonlinear package development Known Limitations ● Limited metadata types during dev preview ● Can only install PKG2 packages in scratch orgs ● Signup information will be announced at TrailheaDX Developer Preview
  30. 30. TrailheaDX (June 28/29) ● Tons of sessions about DX ● Learn more about SDD, Scratch Orgs, Salesforce CLI ● Latest updates about Packaging 2 ● Get your tickets today! July ISV Tech Enablement Webinar (July 20) ● Overview of Salesforce DX for ISVs ● Recap news from TrailheaDX ● Review the latest DX roadmap for ISVs ● Register now! Salesforce DX Chatter Groups ● Partner and Success Community Groups coming soon! Where to Learn More About Salesforce DX
  31. 31. Big Data
  32. 32. Packaging Support of BigObjects Feature Overview ● BigObjects now available to add to existing or new packages ● Fields and indexes automatically added Value/Relevance to ISVs ● BigObjects let you store and manage large amounts of data on the Salesforce platform. ● ISVs can now deliver BigObjects directly to their customers Known Limitations ● Modified BigObject metadata will be ignored in package patches or upgrades during the Summer ‘17 release Pilot Release Notes BigObjects now available to add to a Package Fields and Indexes are automatically added
  33. 33. BigObject Deletes & Metadata Edit Feature Overview ● Full delete / undelete / erase lifecycle support of BigObjects ● Edit BigObject metadata via the Setup UI ○ Field metadata can be edited as well Value/Relevance to ISVs ● Delete BigObjects accidentally created or no longer required ● Fix typos made when creating a BigObject Known Limitations ● Limit of 100 BigObjects in an org counts live, soft deleted, and erased BigObjects ● Soft deleted BigObjects not automatically erased after 15 days ● Only “non-structural” changes can be made to BigObjects: names, labels, descriptions, deployed status, field required ● Metadata edit is only via Setup UI in Summer ‘17 Pilot Release Notes
  34. 34. Granular Permissions for Async SOQL Feature Overview ● “Modify All Data” no longer required to execute queries ● In order to execute an Async SOQL query: ○ “Read” permission required on source object ○ “Create/Update” permissions required on target object Value/Relevance to ISVs ● Focus on each individual’s permissions rather than proliferating “admin” access Pilot Release Notes
  35. 35. Platform Messaging
  36. 36. Enterprise Messaging - Platform Events Feature Overview ● Define event topics easily (similar to custom objects) ● Publish events from Apex using DML and off-platform using APIs ● Subscribe to events on-platform with topic triggers and off-platform using CometD Value/Relevance to ISVs ● Enable real-time integration at scale between your package and any business process Known Limitations ● Platform events are not transactional and cannot be rolled back Generally Available Developer Guide Release Notes
  37. 37. Platform Events Create Platform Event Pub/Sub in Apex Pub/Sub for External Apps Package platform events, a new object type with __e naming convention New standard ReplayId field identifies a platform event record Supported custom field types: Checkbox, Date, Date/Time, Number, Text, Text Area (Long) Publish event messages using EventBus.publish() method Use After Insert Triggers to subscribe to events Replaying events is not supported in Apex External apps use the Salesforce API to publish events in the same way as inserting sObject records External apps subscribe to Platform Event notifications with CometD Platform events are retained for 24 hours, and CometD subscribers can retrieve past events using the ReplayId field value Developer Guide Release Notes
  38. 38. Apex
  39. 39. Apex Metadata API Feature Overview ● Retrieve metadata synchronously ● Create & Update via async deploy ● Callback on completion Value/Relevance to ISVs ● App customization ● Self-configuring apps Known Limitations ● Only supports custom metadata types & page layouts ● To pass SR, ISV must notify customers on pre-install page that the app can modify the org’s metadata ● No planned support for deletion Generally Available Release Notes
  40. 40. APIs
  41. 41. Federated Search Feature Overview ● Users stay in your UI while searching off-Platform content ● External search results appear alongside the familiar record search results ● Works in Lightning Experience & Salesforce Classic Value/Relevance to ISVs ● Create your own federated search connector and your customers could search drawings, audio & video files, contracts, transaction receipts, etc. - without leaving your app! ● Very easy to package Known Limitations ● Custom federated search providers must follow the OpenSearch specification, and return results in ATOM format. ● See Developer Guide for details. Generally Available Release Notes | Developer Guide
  42. 42. Bulk API V2 Feature Overview ● Easily upload large data files to Salesforce for processing into records. ● Simply send Salesforce a large file of data, and we will determine the most efficient way to load the data. Value/Relevance to ISVs ● The Bulk API V2 is focused on making the client side coding much easier to load data. ● No longer will you have to rely on a complex set of limits to use the Bulk API. Known Limitations ● File size limit is 100MB ● Number of records is limited to 1MM per day ● No support for attachment upload or queries Pilot Release Notes
  43. 43. Miscellaneous API Updates Record Count UI API Dev Preview Updated APIs Retrieve object record counts programmatically Multiple objects in one API call UI API to create native mobile apps and custom web apps with your own branding and look and feel. Name change from LIghtning API REST SOAP Chatter REST Tooling ...and more! (check release notes for a full list) Release Notes Release Notes Release Notes
  44. 44. ISVforce Enhancements
  45. 45. Channel Order App 2.0 Feature Overview ● Manage Orders in Lightning Experience ● Redesigned Order Submission Wizard ● Edit/Recall/Clone actions provide flexibility for order management ● New Submit API Value/Relevance to ISVs ● Reduced clutter, show relevant details only ● Improved validation before submission, saves time, improves accuracy Known Limitations ● Deployed as managed package push upgrade ● Make sure to review the post upgrade tasks Generally Available Release Notes
  46. 46. Push Upgrade Enhancements Feature Overview ● Exclude Orgs from a push upgrade ● Improved performance for push upgrades Value/Relevance to ISVs ● Easier to manage exclusions from push upgrades ● Improved performance if you need to push upgrades to thousands of subscribers Generally Available Release Notes
  47. 47. Shield
  48. 48. Shield Features Reference Encrypted Fields in Custom Formula Field Type Compatibility with Flows and Process Builder Beta Embed Encryption to Lead’s Personal Identifiable Information Beta Reference encrypted fields in Custom Formula field Limited Formula Return Types: ● Text ● Date ● Date/Time Flows now support encrypted fields, except in filters and sorting. Process Builder now supports encrypted fields, except in filters in the Update Records action. You can encrypt standard Lead fields: Examples: ● Name (First Name, Middle Name, Last Name) ● Email ● Phone Mobile ● Phone Fax Release Notes Release Notes Release Notes
  49. 49. Community Cloud
  50. 50. Lightning Bolt Solution Packaging Update Feature Overview ● Community branding settings like color, font, images auto-packaged ● Navigation Menu items and settings auto-packaged ● Administrator settings for standard template pages Value/Relevance to ISVs ● More reusability and flexibility of settings ● Reduce rework on customer side Known Limitations ● Custom CSS in the branding editor not packaged Generally Available Release Notes
  51. 51. Community Page Optimizer Feature Overview ● Get quick overview of community page performance ● Debug deeper to identify performance bottlenecks ● Export performance reports Value/Relevance to ISVs ● ISVs can identify performance bottlenecks ● Debug to identify necessary fixes ● Export performance report for support debugging Known Limitations ● Only available as a Google Chrome Plugin Beta Release Notes
  52. 52. New! HTML Editor Lightning Component Feature Overview ● Lightweight component in the community builder ● Easily add custom HTML and CSS content ● Greater flexibility around advanced markup Value/Relevance to ISVs ● Provides more branding and markup options ● Easily add pixel-perfect content and text Generally Available Release Notes
  53. 53. Sales Cloud
  54. 54. Sales Cloud Enhancements Lightning Sales Console (Generally Available) ● Supports Person Accounts and leverages all the new lightning console improvements such as split view navigation & macros Encrypt Lead Fields (Beta) ● 10 Standard fields containing personally identifying information (PII) in Lead records are not encryptable Value/Relevance to ISVs ● Allows teams to be more productive and makes the best use of screen real estate ● More security for Lead object Known Limitations ● Utility bar doesn’t support VF pages ● As with other encrypted object fields, certain features may not work as expected when fields are encrypted. Release Notes 1 | Release Notes 2
  55. 55. Financial Services Cloud
  56. 56. Support for Communities Feature Overview ● Access to FSC objects in communities officially certified ● Provides a packaged Advisor Partner profile and permission sets ● Clone the prepackaged partner profile and permission sets and customize (restrict) for Customer community access Value/Relevance to ISVs ● ISVs extending FSC can also provide packaged customer community functionality Known Limitations ● Requires customer community plus or partner communities add-on Generally Available Release Notes
  57. 57. Permission Set Licensing for Financial Service Cloud Feature Overview ● Sitewide to User-Based Licensing ● Financial Services Cloud Permission Set License is automatically provisioned ● Based on # of licenses purchased by customer ● New customers installing the package after Summer ‘18 will default to PSLs Value/Relevance to ISVs ● ISVs extending Financial Services Cloud automatically benefit by having greater control on licensing (user-based) Known Limitations ● Existing customers grandfathered in to site-wide licensing. They can optionally assign PSLs to their users. Target date for PSL enforcement is TBD. ● Generally Available Release Notes
  58. 58. Custom Schema
  59. 59. Custom Metadata type enhancements Feature Overview ● Long Text Area fields are going GA ● Support for validation rules on Custom Metadata Types Value/Relevance to ISVs ● Package, and deploy long text areas as a custom field type ● Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. Release Notes INTELLIGENCE BIG OBJECTS META DATA CRM DATA
  60. 60. Recap
  61. 61. Recap Einstein Analytics (Wave) is open for business! Build performant apps at massive scale with Platform Events Salesforce DX brings Source Driven Development to all (open beta) Customize and package the new Path component Build more configurable apps with the Apex Metadata API Don’t miss these upcoming events ● 6/15 - Register for TrailheaDX w/promo code TDX17D425CMMTY ● 7/20 - Einstein Analytics for Partners - bit.ly/ISVtechwebinar ● Lightning Workshop (July / August) ask your TE Summer ‘17 for ISV Partners Get this deck and replay at the “AppExchange Partner Tech Enablement” Chatter Group!
  62. 62. Appendix
  63. 63. Release Resources Summer’17 Release Notes (HTML) Summer’17 Release Notes (PDF) Partner Community: Releases for Partners ISV Technical Enablement Monthly Webinar
  64. 64. List of Pilots, Betas and Developer Previews Pilots ● Bulk API V2 ● BigObjects Packaging support ● Einstein Analytics - More Connectors ● Packaging Support of BigObjects ● BigObject Deletes & Metadata Edit ● Granular Permissions for Async SOQL ● Field Substitution in TargetValueMap for Async SOQL Betas ● Lightning Data Service ● Shield: Compatibility with Flows and Process Builder ● Shield: Embed Encryption to Lead’s Personal Identifiable Information ● Salesforce DX ● Sales Cloud Encrypted Lead Fields ● Omni-Channel Utility to the Service Console Developer Previews ● Lightning Container Components ● Packaging 2.0 ● Federated Search API ● UI API
  65. 65. Cool and High-Impact Features Cool Features ● Channel Order App 2.0 ● Federated Search ● Shield Features ● Salesforce DX ● Big Data ● Platform Messaging High-Impact Features ● Apex Metadata API ● LockerService Rollout Has Changed ● Reserved Path Prefixes
  66. 66. Einstein Analytics
  67. 67. New Packageable Charts Added Generally Available Release Notes Angular Gauge Calendar Heat Map Parallel Coordinates Geo Maps Enhanced Charts with Icons
  68. 68. New Action Framework Feature Overview ● Configuring Einstein Analytics actions no longer requires manual dataset XMD file updates ● Enable record links and Salesforce Actions for a dataset via the “Configure Actions” UI in the Edit Dataset screen ● Configure actions for any dimension listed in dataset XMD ● Includes support for multi-org links Value/Relevance to ISVs ● Easier to configure actions using the Dataset Actions UI Generally Available Release Notes
  69. 69. Dashboard Component Available in Community Templates Feature Overview ● Using the Customer Service (Napili) template, quickly and easily add Einstein Analytics Dashboards via a new component in Community Templates ● To add a dashboard to your community, use the new Dashboard component in the Community Builder Value/Relevance to ISVs ● Reduce time needed as you no longer need to create visualforce page to reference Analytics dashboard to embed in communities Generally Available Release Notes
  70. 70. New Connectors for Einstein Analytics Feature Overview ● Connect to external data sources with new connectors ● Connectors for Marketing Cloud, Azure SQL Server, Heroku Postgres and more… ● Enhanced Salesforce connector ○ Easily load Salesforce Object with 1 level up ○ Pre-selected list of fields ○ Schedule Daily/Weekly/Monthly Story creation Value/Relevance to ISVs ● More options for data connection, more seamless integration with simple point and click interface Pilot Release Notes
  71. 71. Lightning
  72. 72. LockerService Feature Overview ● LockerService drives client-side security and supportability ● Includes Javascript Strict Mode, DOM Access Containment, Restrictions to Global References, Only supported Javascript APIs, Stricter Content Security Policy Value/Relevance to ISVs ● LockerService Rollout has changed (view next slide for details) ● Brand new customers’ orgs will have LockerService auto-enabled ● Partners components will have to be LockerService compliant Known Limitations ● ISVs must build components with LockerService in mind, which is limiting to what partners can and can’t use Release Notes
  73. 73. LockerService Rollout Plan for Lightning Communities Generally Available Release Notes | Trailhead Summer ‘17 (Jun ‘17) Winter ‘18 (Oct ‘17) ... Winter ‘19 (Oct ‘18) LockerService Production Orgs Auto-enforced for all component using API version 40+ Sandbox/DE Orgs Auto-enforced for all component using API version 40+ Content Security Policy (CSP) Production Orgs Not available Critical Update introduced (Can be enabled/disabled) Critical update enforced Sandbox/DE Orgs Critical Update introduced (Can be enabled/disabled) Critical update enforced
  74. 74. Lightning Console for Service Feature Overview 1. Lightning Console Split View 2. Drag Files onto Files and Attachments Related Lists 3. Preview Case Details with Case Hovers 4. Add the Omni-Channel Utility to the Service Console (Beta) Known Limitations ● Only supports one File at a time (multiselect coming in a future release). ● Case Hovers only work on Case Number not on Case Subject Generally Available Release Notes | Trailhead
  75. 75. Apex
  76. 76. Apex Code Changes Feature Overview ● Access to non-global Apex methods disabled in managed packages Value/Relevance to ISVs ● ISVs can no longer access non-global Apex methods from their Lightning components Generally Available Release Notes 1
  77. 77. Shield
  78. 78. Event Monitoring Asynchronous SOQL queries for Login Forensics Prevent Identity Fraud in Government Cloud with Login Forensics UI Tracking Event Type Retirement ● Filter results on any field in the Login Event object ● Know every IP used by a given user in the past 12 month. ● Beyond the Login log and Login history ● Track login information for ten years. ● Summer’17 no data are populated ● Winter ‘18 release it will be removed completely. ● Use Lightning Event instead of Salesforce 1 events Release Notes Release Notes Release Notes
  79. 79. Lightning Container Components Feature Overview ● Host 3rd party apps within a LC ● SPA uploaded as a static resource, hosted in an iFrame ● Communicate to and from the framed application with other LCs Value/Relevance to ISVs ● Leverage existing 3rd Party SPA JS Apps instead of rebuilding them with LC framework Known Limitations ● Iframes: Performance and Scrolling issues ● Not designed for multi-page ● Not integrated with navigation history Developer Preview Release Notes
  80. 80. UI API Feature Overview ● Create native mobile apps and custom web apps with your own branding and look and feel. ● A single REST request returns enough metadata, layout information, and data to display, edit, or create a record. Value/Relevance to ISVs ● Develop metadata driven user interface Developer Preview Release Notes
  81. 81. Richer Event Data Feature Overview ● New fields in the Report and Lightning event type log files Value/Relevance to ISVs ● More use cases for Report ● Correlate Lightning and Salesforce1 events with other events for given user Known Limitations ● Event Monitoring is customer centric. Generally Available Release Notes Release Notes
  82. 82. Health Cloud
  83. 83. Health Cloud Engage Feature Overview ● Health Cloud now includes Lightning Components that provide patient and care team members, the ability to pick care plans, view the related care teams, and track their task assignments ● Easily customizable components that work in Communities, Lightning Record Pages, and standalone Lightning apps Value/Relevance to ISVs ● Now easier for organizations to build community portals to engage their patients, community clinicians and caregivers, and employees Known Limitations ● Built on Community Cloud which offers a web-responsive experience on mobile devices vs a native mobile app- causes limitations for being able to send alerts Generally Available Release Notes “Care Team List” Lightning component “Care Plan Selector” Lightning component
  84. 84. Field Substitution in TargetValueMap for Async SOQL Feature Overview ● Before: TargetValueMap parameter was strictly set to the Async SOQL query’s job ID ● After: Any field or alias in SELECT clause can be used in TargetValueMap Value/Relevance to ISVs ● Expand usage of field to include descriptive text or external ID for upsert Pilot Release Notes
  85. 85. Health Cloud Additional Features Timeline Enhancements Improve Care Coordinator Organization Data Model Extension License Enforcement via Health Cloud PSL On Timeline, configure and view multiple fields when hovering over a record to make it easy for a user to get additional details about the record at a glance Single click on record to open a sub-tab to view record detail. Procedures and Procedure Requests have also been added to the timeline Keep patient lists neat and manageable by letting them delete obsolete and unwanted lists Archived tasks are now available in the Health Cloud Console to help care coordinators with long-term planning and management The HC data model has been enhanced to support tracking patients’ procedure requests and completed procedures Available via the new Procedure and ProcedureRequest objects HC has new Custom Objects, Metadata and changed Health Cloud Object HC enforces user licenses to ensure that only licensed users can access Health Cloud functionality; and also to report license usage to Salesforce Control permission sets with the Health Cloud permission set license and assign a Health Cloud permission set to each user Release Notes Release Notes Release Notes 2 Release Notes Release Notes
  86. 86. Service Cloud
  87. 87. Social Customer Service (SCS) Enhancements New Lightning Setup New Compact Feed, Intent and Actions Facebook Reviews Support for Professional Edition Social Customer Service can now be enabled and configured from the Lightning Service Setup. Login into Facebook and Twitter using your Social Studio credentials. Social Post preview now shows in a Collapsable View and Intents show in the expanded view New intent allows agents to follow users on Twitter and set up a private Twitter Direct Message Conversation. Agents can now easily view reviews from Facebook and Reply to them from the Case Feed. Now customers using Professional Edition can support their customers on Social media without needing to have API Enabled in their org. Release Notes Release Notes Release Notes Release Notes Release Notes
  88. 88. Case Management Enhancements Feed Filters Case Comments Log a Call Publisher Case Assignment Checkbox in S1 Macros Pilot Filters available in feed-based case page layouts This change applies to Lightning Experience only. View complete Case comments in the Case Feed of Lightning Experience. Edit or Delete comments from the Case Comments Related List Lightning Experience has a new Log a Call quick action optimized for the case feed. Users of the Salesforce1 mobile app can see the Assignment checkbox on cases and leads. Macros are coming to the Lightning Experience and are in pilot for Summer ‘17. Release Notes Release Notes Release Notes Release Notes Release Notes
  89. 89. Lightning Knowledge Enhancements Knowledge is now GA in Lightning, Communities, and Salesforce1! Import with Record Types or Files Types Hover in Sidebar and Articles Related List Customize the Knowledge Record Home Page Authoring Actions in the Sidebar Search Layouts Admins can import records for use in Lightning Knowledge with Record Types and Files into the Files Object (rather than into File Fields used in Classic Knowledge only). A user can hover on the Lightning Knowledge Sidebar or Knowledge related list and see the article in a hover. Admins can declaratively setup a new Knowledge Record Home FlexiPage using the App Builder. Users with authoring permissions can edit, publish, and archive from the sidebar. Configurable Search Layouts have been enabled for Lightning Knowledge. Release Notes Release Notes Release Notes Release Notes Release Notes
  90. 90. Lightning Console for Service Feature Overview 1. Lightning Console Split View 2. Compact Case Feed 3. Drag Files onto Files and Attachments Related Lists 4. Preview Case Details with Case Hovers 5. Add the Omni-Channel Utility to the Service Console (Beta) Known Limitations ● Only supports one File at a time (multiselect coming in a future release). ● Case Hovers only work on Case Number not on Case Subject Generally Available Release Notes | Trailhead
  91. 91. Sales Cloud
  92. 92. Sales Cloud Enhancements Lightning Sales Console Path Updates Encrypt Lead Fields Beta Sales Console is now Generally Available for Lightning Experience Supports Person Accounts and can leverage all the new lightning console improvements including split view navigation and macros Valuable because it allows teams to be more productive and makes the best use of screen real estate The utility bar doesn’t support VF pages Paths are now packageable Paths can be added to Contracts and Orders to guide your users through your business processes Path remembers User’s display preferences 10 Standard fields containing personally Identifying information (PII) in Lead records are not encryptable As with other encrypted object fields, certain features may not work as expected when fields are encrypted. Release Notes Release Notes Release Notes
  93. 93. Sales Cloud Enhancements Lightning Sales Console Encrypt Lead Fields Beta Sales Console is now Generally Available for Lightning Experience Supports Person Accounts and can leverage all the new lightning console improvements including split view navigation and macros Valuable because it allows teams to be more productive and makes the best use of screen real estate The utility bar doesn’t support VF pages 10 Standard fields containing personally Identifying information (PII) in Lead records are not encryptable As with other encrypted object fields, certain features may not work as expected when fields are encrypted. Release Notes Release Notes
  94. 94. Financial Services Cloud
  95. 95. Support for Communities - Lightning Components Feature Overview ● Custom Components available in Communities ● Use out of the box components or create your own custom components ● Customers will automatically gain access to select FSC Lightning components in Community Builder Value/Relevance to ISVs ● ISVs extending FSC can also provide components that can be exposed via communities Known Limitations ● Requires customer community plus or partner communities add-on Generally Available Release Notes
  96. 96. Identity
  97. 97. Dynamic Branded Login Pages Feature Overview ● Ability to load a dynamic login page brand based on who the user is, and/or where the user is coming from, thereby increasing engagement with external or community users ● Leverages branding hints now available in Community ● GA in both Lightning Experience and Salesforce Classic Value/Relevance to ISVs ● Flexible (targeted) styling of user experience using the provided method that is packageable Known Limitations ● Requires custom login controller to capture “Experience ID” passed in Oauth / SAML endpoints Release Notes
  98. 98. Reserved Path Prefixes Feature Overview ● New reserved path prefixes: /id/, /idp/, /saml/ ● Avoid using these (identity acronyms) prefixes in site and community paths ● Restriction applies in both Lightning Experience and Salesforce Classic Value/Relevance to ISVs ● Using reserved prefixes for paths of a site or community will result in an error ● Recommend changing the path to use a different prefix (if already in use) Known Limitations ● If non-compliant paths are not updated, issues may surface when using multiple authentication endpoints or future endpoints Release Notes
  99. 99. Health Cloud
  100. 100. Integrated Einstein Analytics Lists Feature Overview ● Convert patient lists in Einstein Analytics Dashboards to HC Patient Lists ● Risk Stratification dashboard packaged with Einstein Analytics for Health Cloud, usable by any dashboard that contain patient lists Value/Relevance to ISVs ● Enables a full loop from analyzing patient risk to proactively managing patients with highest risk Generally Available Release Notes
  101. 101. Care Plan Enhancements Multiple Care Plans Care Plans to Fit Patients Control Sort Order of Items in Care Plans Health Cloud now supports multiple care plans Feature is backwards compatible- can continue to to use single care plans Unlocks use cases for prospects that have indicated they cannot use Health Cloud without multiple care plans Create custom care plan record types to give care coordinators flexibility in tracking and managing their patients by using different types of care plans Using custom metadata, you can create many types of care plans that care coordinators can apply to their patients and provide customized care Care coordinators now have the ability to specify the order in which problems, goals, and tasks appear in a care plan. Specifying the sort order of items within problems, goals, and tasks, gives increased visibility because the most critical items in a care plan are listed first. Release Notes Release Notes Release Notes
  102. 102. Mobile
  103. 103. Add Topics to Chatter Posts & Comments Feature Overview ● Add a topic to a Chatter post by simply prepending a hashtag, just like on the desktop -- #awesome ● Click on a topic to find all related Chatter posts Value/Relevance to ISVs ● Chatter becomes even more useful for your mobile customers Known Limitations ● ‘Type ahead’ topic suggestions are not available on Salesforce1 ● You will not see your topic ‘linkify’ as you type - but the topic will become clickable after you submit your post Generally Available Release Notes
  104. 104. Marketing Cloud
  105. 105. Marketing Cloud API Event Entry Source for Journeys Deep Linking for iOS Manage HubExchange Apps Across Business Units An API Event Entry Source connects a Journey to an API Event used to admit contacts into a Journey Use the Event Definition Key to connect a Journey to your API Contacts entering the Journey are stored in a data extension Deep linking allows a link from a Marketing Cloud email to open directly to an application on a mobile device instead of opening in the mobile browser This offering currently applies to iOS only Find all of the API Integrations and Packages across any business unit in your organization in Installed Packages Administrators with access to all of the business units in an account now see the option to delete or uninstall a package inside of Installed Packages Release Notes Release Notes Release Notes March 2017 Release Webinar

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