Hi All,
I got chance to check with recent highlights of Spring 18:
Spring 18: Lightning Exp
Major Changes in
Lightning:
1. Enable the
New URL Format for Lightning Experience and the Salesforce Mobile App (Critical
Update)
For example:
Current format:
https://<lightning.domain.com> /one/one.app/#/sObject/Account/home
New format:
https://<lightning.domain.com>/lightning/o/Account/home
Custom or installed Lightning components that parse a
URL may break or behave differently after this change, especially components
with logic that relies on window.location or the aura:locationChange event.
2. Themes
From Setup, enter Themes and Branding in the Quick Find
box, then select Themes and Branding. You can view, preview, and activate an
existing theme or click New Theme to create your own.
3. Manage Your Views with Temporary Tabs
Use temporary tabs to access important items directly
from the navigation bar. For example, open a frequently used dashboard in a
temporary tab to access it instantly from anywhere.
Temporary tabs are
also a great way to manage items that aren’t in your current app. For example,
let’s say you open an item from the App Launcher, from your favorites list, or
from a link. If it’s not already accessible from the navigation bar, the item
opens as a temporary tab where it’s in easy reach.
4. Stay on Top of
Duplicate Records by Using Duplicate JobsYou’ve got everything to gain by
getting a global view of duplicate records. Use duplicate jobs with standard or
custom matching rules to scan your Salesforce business or person accounts,
contacts, or leads for duplicates. Share job results with others and merge the
duplicates—all within Salesforce. Use information about duplicate jobs you’ve
run to track your progress in reducing duplicate records.
You can cancel the job in
progress. When a job is finished, we notify
you by email. To view and manage job
results, click a duplicate job name and then a duplicate record set name. Click
the Related tab. To share the results of duplicate jobs, create
reports. To merge records in a set, on the job summary
page, select Compare
and Merge.
5. Control How Lead
Conversion Includes Opportunities
Streamline the
conversion process for sales teams that don’t create opportunities when they
convert leads. Choose whether conversion requires an opportunity, or hide the
opportunity section of the conversion window altogether. This change
applies to Lightning Experience only.
6. Add
Campaign Members Faster
Previously, when users added
leads, contacts, or person accounts, they were sent to the Leads or Contacts
home pages, taking them away from the campaign details.
Now, a window displays the Recently Used list view. ClickAdd Contacts to
add person accounts.
7. Path: Pick Your Own
Path
There’s more to life
than Stage and Status. Base a Path on any picklist field on standard
objects so that your path can work the way your reps do. This
change applies to Lightning Experience only.
8. Share Credit for a
Deal in Lightning Experience
Add or adjust splits
from the Opportunity Splits related list. The opportunity’s owner gets 100%
until other splits are added. The opportunity’s owner or users above the owner
in your hierarchy can add and adjust splits.
9.
Customizable Add Products SCreen
The Add Products interface
now gives you more options for viewing long blocks of text, like product names
and descriptions. Drag columns to widen them (1), hover over a
product’s name to view the entire name (2), and set columns to wrap text or
clip it (3).
9. a)Now custom actions are also available on
Products
9. b) Add Products to
Price Books Faster
No need to scroll forever–just search for products by name (1).
Select one or more products (2) to add to the price book. Review and remove
selected products (3) before continuing to the next page.
9. c) Add Account Team to Opportunity Team
with Single Click
10. a)
Enterprise Territory Management: See More Territory Information
Reps see which users are assigned to an account’s territories,
just like in Salesforce Classic
10. b) Report on Territory Opportunities When
creating, editing, or running an opportunity report, select My territories’ opportunities in
the Show field to include the opportunities that belong to your territories.
11. Review How Many
List Emails You Can Send
Reps no longer have to
wonder if they can send their list email. The email composer shows how many
more emails remain out of your org’s daily limit. This change applies to
Lightning Experience only.
12. Fine-Tune Activity
Reminders
You and your reps can
now set individual preferences for task and event reminders, tailoring these
features to work the way you want to work. This change applies to
Lightning Experience only.
13. Home:
Do More with the Deals Component
Top Deals is now Key Deals. Your reps can filter the opportunities
shown in the component to see all their deals, deals closing soon, and other
helpful list views.
14.
Include Related Fields and Other Objects in Component Visibility Rules
On record pages, you can select fields from the record by clicking Record Field. Or
click Advanced to
expand your field selections to related
fields, related objects, or fields from other objects such as Client and User.
WoW!
15. Make Your
Lightning App and Home Pages Dynamic
Now you can set
visibility rules on Lightning app and Home pages too, not just Record Pages.
App and Home pages
aren’t associated with an object, so the filters you can use are limited to
other contexts, such as User or Client. For instance, with a filter using
the Client context you can set a component to display exclusively in one
experience or the other, such as when an app page is viewed on a phone or a
desktop.
16. Edit Lightning
Apps with the Lightning App BuilderUpdate app branding, navigation, app
options, and manage the Lightning pages assigned to that app all in one place
when you edit a Lightning Page
17. Employ
Validation Rule Formulas with Custom Metadata Types
use a validation rule formula with custom
metadata types.
1. Create
a custom metadata type. In this example, we named it DiscountLimits.
2. Create
a custom field for your type. We named it maxDiscount.
3. Create
a record. We named it FoodDiscount.
When done, you can reference the custom metadata type in your
validation rule. The syntax is:
$CustomMetadata.CustomMetadataTypeAPIName.RecordAPIName.FieldAPIName
Make sure to use the correct suffixes. For the custom metadata type, use __mdt. For fields, use __c. Records require no suffix. Your validation rule for this example looks something like this:
Discount > $CustomMetadata.DiscountLimits__mdt.FoodDiscount.maxDiscount__c
18. Track Time with the Time Field Type
(Beta)
To support using time in formulas, this
beta release includes the TIMEVALUE and TIMENOW functions, as well as
new HOUR, MINUTE,SECOND, and MILLISECOND functions.
19. Email Search has Finally Arrived
Searching for emails in Salesforce is now possible. Global Search in Lightning Experience for:
·
Bcc Address, Cc Address, From, Address, Subject, Text Body, To
Address.
·
All custom fields of type text, text area, long text area, rich
text area, email, and phone.
20. Upload Files
Directly from a Flow
With just a few
clicks, your users can attach files during a flow. Just add the File Upload
component to your flow screens using a Lightning component field.
For Lightning
Component, select forceContent:fileUpload. Then configure the
attributes.
21.
Generate Leads from LinkedIn
Add another source of leads
for your sales team by connecting LinkedIn Lead Gen advertisements to
Salesforce. When prospective customers fill out a form on your LinkedIn ad, we
convert the data directly to new leads in Salesforce. This
feature is new in both Lightning Experience and Salesforce Classic.
22.
Force.com Platform Is Now called Lightning Platform!
Salesforce is changing the
name to Lightning Platform because, in the past 10 years, it’s become so much
more. It will take some time to see every reference to Force.com removed from Salesforce product,
but from here on out, it’s Lightning Platform.
Add Tables
with Up to 10 Columns to Dashboards (GA)
Shows up to 200 records and 10 columns from the fields available
in a source report’s report
type. Because the available fields come from the source
report’s report type, the columns shown in a Lightning dashboard table don’t
need to be added to the source report as columns.
Lightning dashboard
tables now support these features, which were unavailable in the beta version:
·
Chatter photos
·
Conditional
highlighting
·
Dashboard filter
compatibility
·
Show total
·
Reorder table columns
Subscribe
to Dashboards to Schedule Refreshes and Get Email Updates
As you prepare to subscribe to
dashboards, take note of these considerations and allocations.
·
Each person in your org can subscribe to up to five dashboards.
·
You can subscribe to filtered dashboards, but dashboard filters
are never applied to emailed dashboards.
·
Emailed dashboards are always displayed with a one-column
layout. Each row displays one dashboard component.
·
Dashboards configured to display data as The dashboard viewer under
the View Dashboard As settings in Dashboard Properties (often
called dynamic dashboards), don’t support subscriptions. You can’t
subscribe to them.
·
Color Your Dashboard
Data with Themes and 14 Color Palettes
User Permission Needed
|
Change Dashboard Colors
|
·
You can set
component-specific themes, but not component-specific color palettes.
·
·
I
Improved
Experience for Sharing Dashboard Components on Chatter
Now, you always post to the
dashboard feed, @mention people and groups, and format with rich text like you
can on other feeds. (So, go ahead and make your post as bold as you like!) Plus, you can review the dashboard feed
while you’re sharing a component!
To share a dashboard component, first expand it by
clicking 
. Then,
click 
,
compose a post, and click Share.
Minor Enhancement :
·
View Report Button on Dashboard Components Includes the Source
Report Name. If the source report is named Opportunity Overview, the
button reads View
Report (Opportunity Overview).
·
Download Chart Images from Dashboard Components: Expand a
dashboard component, then click 
to
download the chart as a .png image file.
·
Show Total on Donut Charts: Choose to show or hide the
total in the center of donut charts.
·
Set Chart Legend Position: Choose whether to set the
once-fixed legend to appear on either the right-hand side of a chart, or the
bottom.
·
Show both Totals and Percentages on Donut Charts:
Previously, you could show either numerical values or percentages on donut
charts. Now, you can show both at the same time.
