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
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Kudos
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Kudos