Salesforce Release

Spring ’16 Features in Both Lightning Experience & Salesforce Classic

The list of Spring 16 features below only apply to both Lightning Experience and Salesforce Classic.

There are additional Spring 16 features available to Lightning Experience only or Salesforce Classic only. Visit the Spring 16 Release Highlights post.

1. Process Builder Enhancements, Incl. Reorder Criteria with Drag & Drop

You can now reorder criteria and action groups with drag and drop, automatically use existing names and descriptions when you clone a version of a process, view field names at a glance, create email alerts from tasks and events, and insert mentions directly into messages in Post to Chatter actions.

You can reorder the criteria by selecting the criteria you wish to move and dragging and dropping it to the new desired location.

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2. Optimized Parallel Owner Based Sharing Rule Recalculation

Parallel sharing rule recalculation helps larger orgs speed up sharing recalculation of each object asynchronously. If less than 25K records are impacted from a new or update to owner-based sharing rule, recalculation runs synchronously and you won’t receive an email notification when it’s completed.

3. Get Mass Email Opt-Out and Bounce Alerts Before You Send

Salesforce identifies email recipients (contacts, leads or person accounts) who have opted out of email or whose email has previously bounced back before you send the email. Note: Bounce alerts are not available for contacts and leads.

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4. Manage Everyone’s Reports and Dashboards

Want to clean up those obsolete reports and dashboards left in a user’s private folder? Now you can use the allPrivate query scope to find and delete reports and dashboards saved in private folders using Workbench or SOQL.

Example: SELECT Id FROM Report USING SCOPE allPrivate WHERE OwnerId = ‘001A0000000Bc2deFG’

5. Quick Action: Create a Feed Item or Display Success Message On Execution

With each quick action, you can choose to create an accompanying feed item or show a success message. By default, the create feed item is unchecked and success message is blank.

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6. Email Templates & Letterheads No Longer Support Scripts

To protect email recipients from potentially dangerous HTML content, Salesforce will automatically remove any active scripts from letterheads and email templates upon save.

7. Custom Buttons on List Views No Longer Supported in Enhanced Page Layout Editor

Custom buttons configured to display on list views are no longer available from the palette in the enhanced page layout editor to be added to page layouts. Custom list view buttons you previously added to page layouts will no longer display in the page layout editor.

8. Use Work Orders to Track Tasks on Customer’s Product

Work orders represent tasks to be performed on a customer’s product, such as a service request. Work orders can be associated with accounts, assets, cases, contacts, entitlements, service contracts, and other work orders. Administrators can also create custom relationships between work orders and other standard or custom objects.

9. Enable Writable External Objects with External Systems That Require CSRF Protection via Lightning Connect

The OData 2.0 and 4.0 adapters for Lightning Connect now support anti-CSRF tokens and cookies so that those external systems can support writable external objects. Previously, Salesforce orgs could only read data on those external systems.

10. Subscriber Org can View Encrypted Data in Plain Text

When two Salesforce organizations are linked via Lightning Connect, the subscriber org’s users can now access encrypted data at rest on the provider org and view this data in plaintext, based on the credentials used by Lightning Connect to connect user to the provider org.

11. Updates Made to Enhance the Data Import Wizard

Access the Data Import Wizard from the Tools list from the object-specific home page, user interface improved to show you important information about your data imports and import contacts and person accounts as campaign members

12. Extra Security Added to New Version of Data Loader

The new version of Data Loader now supports Web Server OAuth Authentication for both Windows and Mac.

13. Orgs that Use Custom Fiscal Years Can Now Use Collaborative Forecasts

14. Posts to Your Profile or Mentions Have Higher Priority in Chatter Digest Emails

Chatter emails have been redesigned. Higher priority posts (i.e. posts on your profile and mentions) are shown at the top, group posts are displayed under their parent group or object, and the emails are optimized for display on mobile devices. Salesforce will now exclude posts that are already included in group digests to decrease overlap with group digests.

15. Increase Monitoring Capability with Login Forensics

Salesforce provides additional login forensics, including the average number of logins per user per a specified time period, users who logged in more than the average number of times, users who logged in during non-business hours and users who logged in using suspicious IP ranges.

16. Use the Admin Analytics App to Analyze Event Monitoring Data

Built on top of the Wave Analytics platform, the Admin Analytics app gives your system administrator insights into your monitoring data. Setting up the app is easy, and your data loads automatically from Salesforce.

Note :The Admin Analytics license is a free opt-in add-on for new and existing customers with the Event Log File add-on license. You don’t need to purchase the full Wave Analytics platform license to use the app.

17. Security Improvements Introduced with Salesforce Authenticator Mobile App version 2.0

Salesforce Authenticator Mobile App, Version 2.0, for Two-Factor Authentication: Not only does the new version of the app provide strong protection, it’s also super easy to use. Salesforce Authenticator works for Lightning Experience, Salesforce Classic, and the Salesforce mobile app.

NEW: When someone tries to login or access restricted online data, the Salesforce Authenticator sends a notification to the user’s mobile device. The user then either Approve or Deny that the activity belongs to the user. Is the activity is blocked (i.e. denied). the denied activity can be investigated by an Administrator in the new Verification History table.

NEW: When your users enable location services for Salesforce Authenticator, this provides even more powerful features. A user can have the Authenticator automatically verify their activities from a trusted location (user’s office or home) without the user needing to their phone out of their pocket.

18. Use Profile Policies & Session Settings to Require Two Factor Authentication Instead of Custom Login Flows

If you use SAML single sign-on or social sign-on through an authentication provider enabled, you can now use profile policies and session settings to require users to use two-factor authentication when they login. Note: Previously, you had to create a custom login flow.

To require two-factor authentication for users assigned to a particular profile, go to the Session Settings section of the profile, edit the “Session security level required at login profile” setting to “High Assurance.” By default, the session security requirement at login for all profiles is “None.”

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19. Control Session Security Level for Device Activation

By adding the Device Activation session security level to High Assurance, users will need to verify their identity when they activate a device. After that, they aren’t asked to verify their identity again during that session.

20. Monitor/Audit Past 6 Months of Users’ Identity Verification History

As an administrator, you can now monitor and audit the past six months of your users’ identity verification activity.

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21. Improved Security for Device Activations

Salesforce has changed their risk-based authentication protocol since IP addresses aren’t a reliable indicator of a user’s identity. When users login from a device Salesforce doesn’t recognize, users will be now prompted to verify identity, even if they login from an IP address we’ve seen before.

22. Monitor Your Org’s Health Via Health Check

On one consolidated screen, you can view and address security risks in your Session Settings, Password Policies, and Network Access settings. The health check dashboard shows how well your org measures against the Salesforce-recommended baseline.

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23. Change Set Test Execution Continues After SF Scheduled Service Update

If a Salesforce scheduled service update occurs while you’re in the middle of running running tests during your change set deployment, test execution will continue after service is restored. Since the results of already executed tests are retained, those tests will not be rerun again. Previously, test execution was restarted from the beginning.

24. Number of Developer Sandbox Licenses Increased

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25. Bulkload Data Records & Create Picklists in Custom Metadata Types

  • Use the custom metadata loader to bulk load custom metadata records to Salesforce from a .csv file. You can download the custom metadata loader tool here.
  • (BETA) You can now include custom picklist fields in custom metadata types. All it needs is the “Enable creating restricted picklists” user permission.

26. Create Test Suites of Commonly Used Apex Test Classes

Create a test suite which allows you to bundle sets of Apex test classes that you regularly run together. Rather than selecting the relevant classes each time you do a test run, you can run one or more test suites.

27. Stop a Test Run That Has Failed X Tests

Waiting for a long apex test run to finish only to learn that many of your tests have failed can be annoying. Configure test runs to stop executing new tests after a certain number of tests have failed. You can set how many tests can fail in the Dev Console and with the Tooling API.

28. New and Changed Apex Classes, Enumerations, Exceptions, and Interfaces

29. Platform Encryption Enhancements

  • Community user profiles that have the View Encrypted Data permission can see encrypted data as plaintext.
  • Attachments sent in incoming and outgoing emails are encrypted. When a user sends an email from Activity History | Send an Email, attachments sent with email are encrypted. When a customer sends an email with one or more attachments to create a case (Email to Case), the attachments are stored encrypted. Any attachments the Service user sends to the customer are also encrypted.
  • Admins must now be actively assigned the ability to perform key management roles. The “Manage Encryption Keys” permission is no longer assigned to the system administrator profile.
  • Encryption available for standard account fields: Description, Website, Fax and Phone. You can also encrypt the contact standard field: Description.

30. Integrate Salesforce with Microsoft Email Systems

  • Salesforce App for Outlook
    • Users can create leads, opportunities, cases and custom object records from your user’s email application This is done by setting up and managing global Outlook publisher actions.
    • MyDomain is now supported
  • Use Microsoft® Exchange-based email with Salesforce to keep contacts and events in synch without needing users to install and maintain software.
  • Salesforce for Outlook client
    • Salesforce is disabling TLS 1.0 encryption beginning in February 2016. To continue using Salesforce for Outlook, reps are required to upgrade to Salesforce for Outlook 3.0.0 when it’s available in early 2016. Otherwise, reps can no longer sync or access the Salesforce Side Panel.
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