Salesforce Release · Uncategorized

Summer ’16 Features in Both Lightning Experience & Salesforce Classic

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

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

1.New Lightning editions offered.  Four editions offered: optimized Professional, Enterprise, and Unlimited Editions, and Developer Edition. Review a comparison chart with the new editions and their features. For Sales and Service Cloud customers, the changes will begin on a rolling scheduled starting in May of this year.

Unlimited Edition Professional Edition
Live Agent Connect Offline
Salesforce Knowledge Entitlement Management
  Omni-Channel
  Salesforce Console
  Service Contracts

Increased Limits

  Professional Enterprise Unlimited Edition
Custom Apps – Use as many as you want

X

X

X

Custom Tabs – Use as many as you want

X

X

X

Custom Profiles

X

2 custom profiles per license type

   
Field Level Security

X

FLS applies to new fields created

   
Permission Sets

X

Use up to 2 permission sets

   
Processes

X

Automate to up to 5 processes via process builder

   
Record Types

X

Use up to 3 record types/object

   
Developer Sandboxes

10

(Note: Change sets not avail)

25

100

Partial Copy Sandboxes  

1

1

2. Contacts: Associate a Contact with Multiple Accounts (Generally Available). You can now associate a contact to multiple accounts. A contact will be associated to one account as the primary account as a direct relationship (this is denoted as the account in the Account Name field). The contact can be associated to additional accounts via an indirect relationship.

This feature needs to be enabled on the Account Settings screen. Once enabled, you decide the behavior when a user deletes an account with direct contacts related to other accounts or when users replace the primary account as shown below.

AccountSettings.JPG

On the contact page layout, add the new Related Accounts related list. The primary account will show as the direct account in the related list

RelatedAccountsRelatedList.JPG

To add a new account contact relationship, select the account and optionally you can specify a contact role.

NewAccountContactRelationship.JPG

3. Email is now its own standard Salesforce object as Enhanced Email! Users can now relate emails to multiple contacts, leads, users. Since it’s now a standard object, you can create custom fields, validation rules, workflows (only to update fields on cases), triggers and page layout. You can only have one record type.

The Enhanced email functionality is automatically enabled except for companies that use the Email-to-Case functionality. You can related enhanced email records to objects other than the Case object. Salesforce recommends that you perform thorough testing on Email to Case functionality in a sandbox before enabling this in Production.

Enhanced Email is not automatically enabled for companies that use Email to Case. If you use Email to Case, you can use custom fields, workflows, and triggers with email without enabling Enhanced Email. Enable Enhanced Email to store emails as Email records instead of tasks, which lets users relate emails to objects other than the Case object. Test Enhanced Email thoroughly in a sandbox environment to ensure that your Email to Case customizations are working as expected. Additionally, any triggers or processes currently using email tasks will need to be recreated in the Email Message object and tested before migration to Production.

EmailObject1.JPG

EmailObject.JPG

4. Processes Can Execute Actions on More Than One Criteria. After your process executes an immediate action group, you can specify whether it continues onto the next criteria or it stops there. Note: This feature is not available on a criteria that has scheduled actions.

ProcessBuilder.JPG

5. Picklist Administration

  • Track Where Global Picklists Are Used More Easily in the “Fields Where Used” section

GlobalPickList.JPG

  • Remove a picklist item from a record. When you delete a picklist item, you can To remove the value completely from existing records by replacing it with a blank value.

DeletePicklist.JPG

6. Share Notes with Other Users or Groups. Users can sharing notes other users or Chatter groups. Shared notes can be specified as read only to others.

In Salesforce Classic,

NoteSharing.JPG

In Lightning Experience,

LEXNotes.JPG

  1. You can come to the rescue and generate a temporary identity verification code for users who forgot, lost, or otherwise can’t access the device they usually use for two-factor authentication.

Go to the user record, and click on the “Generate” link.

TempVerificationCode.JPG

Then select when to have the temp code expire.

GenerateTempCode.JPG

Once the code is generated, you can provide the code to the user.

CodeGenerated.JPG

You can expire the verification code prior to the expiration date.

CodeExpire.JPG

8. Delegate Two-Factor Authentication Support Tasks to Non-Admins. Users with “Manage Two-Factor Authentication in User Interface” permission or “Manage Users” permission.

  • Generate temporary verification codes for users who can’t access the device they usually use for two-factor authentication.
  • Disconnect identity verification methods from user accounts when a user loses or replaces a device.
  • View user identity verification activity on the Identity Verification History page.
  • View the Identity Verification Methods report by clicking a link on the Identity Verification History page.
  • Create user list views that show which identity verification methods users have registered.

9. Email Notifications to Users Confirm Added Verification Methods. When an identity verification method is added to a user’s account, the user gets an email. The subject line of the email sent to to the user is “A new verification method was added to your Salesforce account.” (Salesforce Classic only) Community members get an email with the community name instead of Salesforce in the subject.

  • The user registers and verifies a mobile phone number.
  • The user connects the Salesforce Authenticator app.
  • The user connects an authenticator app that generates a verification code.
  • A Salesforce admin associates a TOTP secret with the user’s account.
  • A Salesforce admin or a user with the “Manage Two-Factor Authentication in User Interface” permission generates a temporary verification code for the user.

10. View User Identity Verification Methods. In the User view, you can add columns to see whether a user has: Has Verified Mobile Number, Has One-Time Password App, Has Salesforce Authenticator and Has Temporary Code.

UserView.JPG

11. View and Customize Identity Verification Reports under the Administrative Reports.

IdentityVerificationMethodsReport.JPG

12. Users can customize their related lists sorting preferences and have it consistently stick in Lightning Experience, Salesforce Classic and Salesforce1, regardless of whether it was customized in Lightning Experience or Salesforce Classic.

13. Feeds are now available on reports and dashboards. You can mention users, post questions, and post comments directly from a report or dashboard.

14. Person Account Search Enhancements – only return person account search results. If a search term contains information from both the Business Account object and the Contact object, such as name and title or name and address, this will now return the person account. This feature is available in Lightning Experience, Salesforce Classic, and Salesforce1.

15. Search for People Based on Address and Title. This feature is available in Lightning Experience, Salesforce Classic, and Salesforce1.

16. (Critical Update) Trust Percent Values in Flow sObject Variables. Remove workarounds for correcting special calculations to your flow to get the right output for a percent field.

17. Access Cross-Object Owner Fields in Flow. Some fields have relationships to more than one object. We call these relationships polymorphic. For example, if you have queues enabled for cases, a case owner can be either a user or queue. If you’re traversing from a case to its owner ID, add special syntax to identify which object you mean when you say “Owner”.

18. Assets Enhancements:

  • New related lists: Asset’s Maintenance History and Child Assets
  • Deleting an asset will delete its child assets

19. Case Feed enhancements:

  • Updates made by automated processes are logged under user System instead of Automated Case User.
  • Corrected the order so the feed items now follow the customer’s first email
  • From field is now available on the Email quick action
  • Type ahead now available for a person’s name or email

20. Field Service Enhancements

  • Attach Knowledge articles to work orders and work order line items. Once an article is attached, that version of the doc remains with the work order or line item even if the article has been updated. There are some limitations in Lightning Experience and Salesforce1.
  • Add milestones to work orders. This means you can link entitlements to your work orders. Milestones allow you to enforce the terms of your customer support agreements.
  • View and build out hierarchies of work orders and work order line items with ease. A read-only field Root Work Order lists the top-level work order in a hierarchy of work orders. Similarly, the Root Work Order Line Item field lists the top-level line item in a work order line item hierarchy.

21. Platform Encryption Enhancements:

  • Platform Encryption Works in More Apps
    • Health Cloud
    • Financial Services Cloud
    • Salesforce for Outlook
    • Marketing Cloud Connect (formerly called Exact Target Salesforce Integration)
    • Salesforce to Salesforce
    • Organization Sync
  • Encrypt Custom Fields in Managed Packages. When you install a managed package in your Salesforce org that has Shield Platform Encryption, you can encrypt custom fields in the package belongs to one of the encryptable custom field types.
  • Encrypt Custom Date and Date/Time Fields.
  • Encrypt Knowledge article files/attachments.
  • Sort Records in Reports and Dashboards by Encrypted Fields. Previously, if a field was marked as an encrypted, there was no ability to sort the records by the encrypted field.
  • Bring Your Own Encryption Keys (Pilot). This pilot lets you create tenant secrets outside of Salesforce using your own crypto libraries, enterprise key management system, or hardware security module.

22. Data Import Wizard Enhancements for Matching by External ID for any Object. Previously, you would only match by external ID when importing solutions or custom objects.

23. Data Import Wizard Enhancements for Email Notifications. The email subject for the email notification will now include the CSV filename and the number of record rows it contains.

24. Salesforce App for Outlook: Integrate Microsoft and Salesforce in the Cloud. The following are enhancements to the Salesforce App for Outlook:

  • Name change from Salesforce App for Outlook to Lightning for Outlook
  • New Design Maximizes Space in Outlook 2016
  • Relate Outlook Calendar Events to Salesforce Records
  • Search for Salesforce Records in Microsoft Outlook
  • Streamlined Login Process
  • Find Lightning for Outlook More Easily in Outlook 2016
  • Lightning for Outlook Available in Group and Professional Editions
  • Other Changes for Lightning for Outlook

25. Exchange Sync: Sync Microsoft® Contacts and Events Without Software. The following are enhancements to Exchange Sync:

  • Name change from Exchange Sync to Lightning Sync
  • Sync Your Contacts and Events with Lightning Sync
  • Exchange 2010 Support Retired for New Customers
  • Event Sync Direction Is Now Exchange to Salesforce
  • Sales Reps Can Delete Syncing Events in One Action
  • Let Sales Reps Select Which Exchange Events Sync to Salesforce
  • Get More Information About Your System Status at a Glance
  • Verify Your Security Protocol to Avoid Service Interruptions

26. Starting 6/25/16, endpoint routing for user interface login is no longer supported. Change your user interface login endpoints from http://www.salesforce.com/login.jsp to https://login.salesforce.com/login.jsp.

27. Connect for Office and Standard Mail Merge goes Bye-Bye When Salesforce Disables TLS 1.0 in March 2017.

28. Deployment Enhancements

  • Download the Force.com Migration Tool from the com Migration Tool page on the Salesforce Developers page. It is no longer available for download from the Salesforce interface.
  • Global Picklist is a new change set component.
  • Save Time by Cloning Sandboxes. Create a sandbox by cloning an existing sandbox, if you choose, instead of making a copy of Production. This is helpful when you are in the middle of development and need to spin up a sandbox which uses configuration/code that is not yet in Production.
  • MOAR Sandboxes

Developer Sandboxes Included

Professional Edition: 10 (change sets not available)

Enterprise Edition: 25

Unlimited Edition: 100

Partial Copy Sandboxes Included

Enterprise Edition: 1

Unlimited Edition: 1

29. Logging In to Salesforce Requires HTTPS.

30. Track TLS Protocol and Cipher Suite Data for User Logins. Prepare for Salesforce’s disablement of the TLS 1.0 encryption protocol by tracking which protocol and cipher suite your users use when they log in. You can add the TLS Protocol and TLS Cipher Suite fields in a Login History list view, login report. Additionally, you can select when downloading the login history report whether you want to see the “TLS1.0 Logins Only.”

31. Debugging Enhancements:

  • Track and Manage Logging View Time Zones in Debug Logs in One Place.

DebugLogs.JPG

  • View Time Zones in Debug Logs.

32. Custom Metadata Types Enhancements

  • Picklists are Fully Supported for Custom Metadata Types
  • Get Even More Meta with Relationship Fields for Custom Metadata Types (Pilot)

33. One Asynchronous Limit to Rule Them All. You can now make up to 200 asynchronous calls of any type in a single Apex transaction. Previously, the different asynchronous apex calls had their own individual limits.

34. Simplify Development of Asynchronous Callouts by Using Named Credentials. You can now use named credentials in long-running asynchronous callouts from a Visualforce page’s controller. Named credentials are now supported in asynchronous web service callouts that use the Continuation class.

35. Lightning Components Enhancements:

  • Enforce Access Check Errors (Critical Update). This critical update enforces access check violations for Lightning resources. Previously, these were just warnings.
  • Enhance Security with LockerService (Critical Update). LockerService is a powerful new security architecture for Lightning components. It enhances security by isolating individual Lightning components in their own containers.
  • Debug Lightning Components with the Salesforce Lightning Inspector. The Salesforce Lightning Inspector is a Google Chrome DevTools extension that helps debug Lightning components and profile component performance.
  • Create Lightning Components with Configurations in the Developer Console. You can now optionally choose (combination, all or none) to use the Lightning Tab, Lightning Page, Lightning Record Page and Lightning Communities Page.

36. API Enhancements

  • New and Changed Objects
  • Bulk API now supports CORS. CORS (cross-origin resource sharing) is a W3C recommendation that enables web browsers to request resources from origins other than their own (cross-origin requests).
  • Metadata API: New and Changed Types

37. Health Check Enhancements:

  • Fix Risks in Login Access Policies and Remote Site Settings with Health Check. Login Access Policies and Remote Site Settings are now added to the Health Check in addition to password policies, session settings, and network access settings.
  • Access to Security Health Check Limited to Administrators. For security reasons, only users with both the “View Setup and Configuration” and “Modify All Data” user permissions can view and edit information on the Health Check page in Setup. Previously, all users could see the Health Check page.

 

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