Spring 18 Release

02-15-2018

Notes for DCNPUG Spring 18 Release Review from sales cloud user / admin perspective

overall

• flows are getting love
• more parity / functionality for reports / dashboards in lightning
• a lot of customization in lightning
• strong productivity enhancements in lightning
• some great new formula functions!!!

resources

• Release site has downloadable release overview pdf and lots of highlights
• Release readiness live videos
• Release Readiness Group on Trailblazer Community has lots of info and a new release ppt deck every release
• Release notes
• Release Demo Webinar - new? Just joined today and it was AWESOME, never have seen this before - high speed, lots of demos, little else. Highly recommended.

new functionality (classic + lightning) and feature

• flow - lightning components, override header and footer, stages, upload files, launch from object specific action
• lightning report builder enhancements / more parity - release notes and webinar
• salesforce surveys ($$$)
• duplicate jobs ($$$)
• gdpr stuff - lots of it including store data privacy preferences
• Email message is searchable
• Time field is in beta
• Locale friendly address formats and this h&t article
• good stuff for mobile on ios and android : favorites, search (ios only), chatter improvements (android), flows from custom quick actions!

Lightning Only Features

• navigation customization
• list emails improvements
• tables with 10 columns to dashboards
• dashboard color palettes
• Macros on all the things use almost everywhere
• Report folders searchable

Lightning Parity Features

• Quick text
• Search filters (account and files only)
• Opportunity Splits
• Add account team to opp team
• Prod and price books

Critical Updates etc.

• new url format for lex
• bye bye force.com

and the undocumented bonus easter egg new formulas

flow loookup component demo video!

lightning rollout workshop next thurs feb 22
DC (Herndon VA actually): Thursday, February 22
Nominate your company here: https://goo.gl/forms/evoghD7dx65ISyNp1

possible demos

• add campaign members
• customize navigation
• flow lookup component video
• lead settings

how I get ready for new releases

• make sure a current sandbox is on a preview release
• run through some basic tests and make sure things are working
• watch the videos or read the notes and get to know the new and shiny
• review the critical updates…just in case

link to ppt