summer 18

  • Summer ’18 Release: Top Sales & Service Cloud Features

    Time marches on and 2018 continues hurtling towards summer (or winter for the southern half of the planet).  But it is that time of year again where we get to investigate and plan for the Summer ’18 release from Salesforce, which is due to be released to most orgs within the next month.

    Additionally, we see Lightning continue to be the primary focus for Salesforce with a number of key new features, as predicted, being included as part of this release.

    Release Notes – New breakdown

    Firstly, you may notice a subtle but helpful new format of the Release Notes.

    New sub-headings in the Summer '18 Release Notes
    New sub-headings in the Summer ’18 Release Notes

    Most features and changes included in the release notes, now appear to be broken down into easier to digest sub-headings covering the all important: Where/Why/How/When/etc.

    It is a subtle but useful change, given the volume of information in the 478 page document!

    Summer ’18 Release: Features Breakdown

    As with any Salesforce release nowadays, there are thousands of new features, and narrowing them down to a is getting harder and harder!  But let’s dive on in, and take a look at the Top Sales & Service Cloud Features.

    1) Lightning Console – To feature parity and beyond…

    With Summer ’18 Release, we see Lightning Console pretty close to matching Classic Console, with some additional new features added in for good measure.

    Now I know I am cheating in the top 10, as I am going to group a couple of features together in this one… But it will be worth it 🙂

    For the console changes, click here.

    Console specific features in the release include:

    Guided Engagement with Flow

    But the pièce de résistance though is the new Guided Engagement Console feature.  Allowing you to combine the power of Console and Flows, to give your users guided forms/scripts to work from:

    Summer '18 Release: Lightning Guided Engagement
    Lightning Guided Engagement

     

    2) Reports & Dashboards

    Summer ’18 Release from Salesforce includes a bonanza of features and updates for all things Reports & Dashboards… So again, I am grouping a few distinct features under one topic here – otherwise my top 10 would just be reports and dashboards!!

    For all Report & Dashboard features, click here.

    Lightning Report Builder

    First up, Summer ’18 Release sees Lightning Report Builder come out of beta, and become Generally Available.  With a few extra tweaks since Spring ’18 also added in!

    Summer '18 Release: Lightning Report Builder

    One thing to note: the user permissions have changed due to the feature becoming ‘generally available’, and this now allows you to hide Classic Report Builder from users, if you wish to…

    Lightning Joined Reports (Beta)

    Additionally, we see Joined Reports enter public beta within Lightning!  There are a few limitations listed in the release notes, but the biggest appears to be having to use the Salesforce Classic Report Builder

    Summer 18 Release: Joined Reports now available in beta
    Joined Reports (beta)

    Get organised: Folders and sub-folders

    I have to admit, this one makes my inner Salesforce geek very happy!  And I wrote about it in the predictions post back in January… As soon as I heard it was on the roadmap for this year, I have been eagerly awaiting this feature!!!

    Sub-Folders, within Folders!  OMG! 😀 😀 It is Lightning Experience only – but this has been a pain in the backside of many Admins, since even before I started working with Salesforce!

    Summer '18 Release: Report Sub-Folders
    Report Sub-Folders

     

    Export reports & keep your formatting

    Lightning Experience now allows you to export your report and keep the formatting of the report.  Simple…

    Filter History Reports by Old and New Values

    In Classic, another bug-bear of mine (and many others) was the fact you could not filter a History Report by the old or new field values…  It would only display them in the report or the history related list if the field was tracked.

    This ended up with a lot of reports being exported and then working with the data in Excel… GRRR

    But GRRR no more! With the ability to now filter by these values!

    Salesforce Summer '18 Release: Filter by Old or New Values on History Reports

    Thank you Salesforce!

     

    3) Lightning Experience improvements

    Another area with a number of smaller feature improvements, Lightning Experience continues to get refined with each release.

    Click here for all of them…  Otherwise, read on!

    Speed up your search

    Summer ’18 Release will allow your users to search by specific objects, from the global search bar…

    Summer '18 Release: Search by specific object

    Boom!

    Dependant picklists and Path

    Path is an amazing feature, allowing you to guide users through almost any process just based on a single picklist.  But with Summer ’18 release, any dependant picklists will now also prompt users when they move steps.

    Summer '18 Release: Update dependant picklists

     

    Group by Topics

    Topics are now available in Lightning Experience!

    Many users used Topics in Classic, and it is great to seem them ported over to Lightning Experience now.

    If you haven’t used them before, it allows your end-users to group and organise records, by a topic.  Imagine it like a #tag on Twitter/Facebook/LinkedIn/etc, allowing you to then search for the topic and get all related records.

    Salesforce Summer '18: Topics now in Lightning

    4) Privacy (Support for GDPR)

    With the upcoming GDPR changes, Salesforce has continued to add in features to assist businesses (and us Admins) to get ready.

    Changes to Individual object

    The Individual object was a little limited when it was first released in Spring ’18.  The object wasn’t like a standard object, meaning access was very limited.  And creation of records/etc Apex coding was required…

    But no more!  In Summer ’18 the object is now a standard object with all the bells and whistles that comes with that – including the ability to now use workflows/process builder!

    You will be able to now:

    • Create custom actions, buttons, and links for Individuals
    • Create different Individual record types
    • Undelete an Individual that you had deleted
    • Use Individuals with workflows or with Process Builder

    Make a Users’ personal data unusable

    As part of the new privacy regulations, and the ability to request your personal information is removed from a system, presents a bit of a challenge for anyone who has a user record within Salesforce.  These could be community users or internal users…. And is due to the fact you cannot delete a Salesforce user record, ever.

    So to get around this, Salesforce is now including a new system method ‘obfuscateUser()’ , which will scramble user information.

    This one definitely falls into the ‘advanced’ category, as it requires Apex knowledge (or how to invoke Apex via Process Builder/Flow).

    And would require planning and testing, as Salesforce is warning: that it cannot be reversed!

    Scramble user data before and after

     

    Summer ’18 Release: Key Dates

    There are a number of key dates you need to know for Summer ’18 Release.  So to help highlight what they are, here is a handy infographic from Salesforce.   Remember the dates shown below are in US date format though…

    Summer 18 release - key dates

    What is the release date for Summer ’18 Release?

    The release weekend for your org will depend on the instance it is on, but the release will occur on the weekend between the 18th May – 8th June 2018.

    Summer ’18 Release: Additional Resources

    Official Salesforce resources

    Other blog resources

  • Time to prepare for Summer ’18 Release

    It only feels like a few months since Spring ’18 release… Oh wait, it was.  As time marches on, we are now due for the next release from Salesforce with Summer ’18 release.  Over the coming weeks we will start the normal release readiness prep, but what are the key dates of the release?  And when will Summer ’18 be released? Additionally what features might we expect to see from Salesforce Summer ’18 release?

    Summer ’18 Release: Key Dates

    As with every release, there are a number of key dates you have to be aware of.

    Most of this is sourced from the Release Readiness Group and you can download a handy infographic here (source: Salesforce).

    April 19th – Pre-release orgs are available to preview the new release.

    April 23rd – The Preview Release Notes will be published.

    May 4th – Sandbox cutoff date.  Remember to check here for instructions on which sandbox instance a refresh will land on.

    May 18th, June 1st, June 8th – there are three release windows for Summer ’18 into production environments.  Which depends on your Salesforce instance.  You can check the dates relevant for your instance, here.

    There will also be a number of Release Readiness webinars, and sessions which will be posted via the Release Readiness Group in the Trailblazer Community.

    Summer ’18: Possible Features

    Because I am not one to generally wait…  Impatient, I know…  So I started searching the product roadmaps to see what is likely to be released as part of the Summer ’18 release.  Combined with a number of webinars I have watched, this is a list of some of the features likely to show in this release.

    But please note – this list isn’t definitive or guaranteed list.  And we will get official confirmation within the next week as the Pre-Release Orgs & Preview Release Notes become available. 

    So let’s jump in and speculate as to what we might see…

    Lightning Report Builder & Dashboards

    We are likely to see a lot more features being rolled out to the new Report Builder feature.  These are likely to include:

    • Joined Reports, finally in Lightning – albeit this is likely to be a beta/pilot release
    • The ability to create field to field filters. This will allow you to compare two fields directly within the report builder, without needing to build report formulas or custom fields. For example you could run a filter where Created Date equals any custom date field on your object.
    • The ability to create reporting sub folders.  So you could setup a ‘Sales’ folder, but then have sub folders for each sales team within it.
    • Ability to sort columns based on a summarised/aggregated value.
    • Setting dashboard schedules for multiple users

    Files

    Files is likely to see the introduction of a Library-type functionality.  This will be no doubt be a nudge for users still on Content/Libraries to move over to the newer Files functionality.

    Platform Enhancements

    The rollout of branding/themes started with the last couple of releases.  We will likely get the ability to now theme/brand each app individually (rather than one theme applying org wide).

    List views will also see Mass Quick Actions rolled out to more objects too.  While Persons Accounts should get the ability to create custom Quick Actions on the object.

    And Product Schedules should finally become available in Lightning Experience.  This should stop users having to switch back to Salesforce Classic to enable product schedules, or to establish/modify schedules for products.  Which is something one of my orgs uses alot, and has blocked Lightning roll-out for that team.

    Wrap up

    We will see if these possible features are actually included in Summer – and no doubt there will be a number of other additions which haven’t been included here… There are always 1,000s of features in each release – so I know we only touched the surface here!

    Appendix

    If you want to know more, one of the most helpful videos outlining some of the new features on the roadmap, is this one: True to the Core, which was originally included in my last post Dreamforce 2017 roundup.

    Also the Lightning Roadmap is available here, but a little out of date now Spring ’18 is in preview, it is available here.

    Hope that helps with exploring in more detail.

  • Top 4 Salesforce Predictions for 2018

    It is the holiday season, and it is a time for being with family and friends. It is also a time to celebrate the year that was, along with planning for the year that is to come. Can you believe it, it is now 2018…. And with a new year, comes new expectations. In the Salesforce world, this means new features and new use cases. In this post we are going to look ahead to a number of Salesforce predictions for 2018.

    Salesforce Prediction #1: Salesforce revenue tops $12.5bn

    Salesforce Prediction: Revenue Forecast for FY18/19
    Salesforce Revenue Forecast (from Dreamforce 2017)

    This one shouldn’t be a a massive surprise, as it has been forecast in every quarterly update. But unless things go horribly wrong over the first three months, Salesforce will confirm it has sailed past the target of $10B revenue for its FY17/18 and pass $12.5bn for FY18/19!!!

    Marc Benioff has been quoted in the media saying: “We did this faster than any other enterprise software company in history. Our continued momentum as the leader in CRM, the fastest-growing segment of our industry, combined with more than $15 billion in billed and unbilled deferred revenue, puts us well on the path to $20 billion and beyond.”

    Why is this interesting? Firstly we could see Salesforce start acquiring more companies over the coming 12mths. Last year was all about bedding in the huge number of acquisitions from 2016. We are likely to continue to see new products and features from the purchases, but are there new ones on Benioff’s radar?

    This will make the battle between the Enterprise SAAS titans all the more interesting over the coming year, as Salesforce’s competitors gear up to take on the CRM behemoth. 2018 will see this competition among CRM platforms heat up… Which can only be a good thing for us as they all push each other to further innovate.

    Salesforce Prediction #2: Artificial Intelligence

    Buzzword and passing fad? Or a trend to look out for? However you feel about it, Artificial Intelligence (AI) will still be all around us in 2018. Einstein has celebrated its first birthday in 2017. After a slow start, new AI-enabled features being rolled out more frequently now.

    Helping hand: AI & Human

    But it isn’t just about Einstein. Recently I attended the “Week of Innovation” here in the lovely Salesforce Tower (aka Heron Tower) in London. One of the sessions that caught my eye was a Salesforce Ventures presentation. In it they highlighted the venture capitalist strategy, but also their portfolio of recent investments. And a number of these are also looking to leverage AI to solve specific business problems.

    For example, Digital Genius for AI in a Customer Service environment, TalkIQ for AI powered insight on call coaching your reps and Squirro for event-driven insights. All of these companies have been invested in by Salesforce Ventures, which shows that Salesforce is taking AI very seriously and looking to grow the AI & CRM ecosystem.

    Salesforce Prediction #3: Dreamforce customisation features (my, my, my)

    Another solid prediction… New features! My, oh my! But just bear with me…

    If you have been to a Salesforce presentation… Everything starts off with the ‘Forward Looking Statement’ (used to be called the Safe Harbor Statement). And this section will be no different! 🙂

    2018 will continue to see the standard 3x releases bring in a number of new features. So we will continue to be kept busy keeping up to date with all the planned features.

    Lightning Experience - Custom theme setup

    To start with, the big ‘my’ announcements at Dreamforce should all become available throughout 2018:

    • myLightning and all the custom theme goodness, is due for release in Spring ’18 (it is in the preview notes)
    • myTrailhead is expected to be generally available after a beta period. This is likely to be GA in H2 2018 (which is most likely to be the Winter ’19 release).
    • mySalesforce, myIoT, myEinstein will also likely become available too either in Summer ’18 or Winter ’19.

    Salesforce Prediction #4: New features keep on coming, to Lightning though…

    Another prediction for 2018: Salesforce will continue the trend of “Lightning Experience only” with new features. But what features can we expect to see in 2018? I have dug through a number of online videos, presentations and roadmaps to find out what is coming our way and here are some of the best features I found:

    Reports and Dashboards

    Reports and Dashboards in Lightning will get a lot of attention over the coming releases:

    • Dashboard tables will get reworked. Instead of being tied to the source report, the upcoming feature will allow you to have access to all the fields on your report type. (Likely Spring ’18 & Summer ’18)

    • Dashboard & Chart colour configuration allowing you to essentially create a custom look for your dashboard. (This should be available in Spring ’18)
    • Winter ’18 brought us Dashboard & Report folders within Lightning. But next year we will likely see the ability to create subfolders. (Likely in Summer ’18)
    • The ability to create field to field filters. This will allow you to compare two fields directly within the report builder, without needing to build report formulas or custom fields. For example you could run a filter where Created Date equals any custom date field on your object. (Likely Summer ’18)
    • Joined Reports in Lightning (Likely Summer ’18 via beta/pilot)
    • Ability to sort columns based on aggregate (Likely Summer ’18)
    • General usability updates, including ability to resize columns on reports and rename field labels in the report (Likely Winter ’19).

    Dynamic Lightning Components

    We saw the first iteration of this in Winter ’18 release, but there will be more ways to control dynamic components in upcoming releases. Potentially including the ability to filter the component by who the user is or by device being used.

    The presentation I saw on this actually went as far to say that Salesforce are working towards being able to release dependent page layouts… Which would be fascinating in the possibilities it would unlock for Admins and Developers on the platform!

    Lightning & Lists

    Inline edits when in list view have been in Lightning now for a number of releases. But the ability to mass action/update records has been limited.

    Moving forward, we will see a number of improvements to how you can work with lists when in Lightning. Things like the ability to mass change owner of records. Or updating multiple records from a list view with a Lightning Action…

    When will we see these? Well it is on the future roadmap for post-Spring ’18 releases.

    Wrap up

    So that is it for now. That was a glimpse at the crystal ball for 2018.

    As we all know, Salesforce is an ever-evolving beast of a platform. It will no doubt continue to drive industry-specific focus via packaged CRM features for industries (like Health Cloud or Financial Services Cloud). Are we likely to see a Retail Cloud some time soon?

    The year ahead also introduces a number of challenges for Admins, Developers and Specialists in the form of new privacy regulations. The largest change coming our way is GDPR, for companies dealing with individuals within the European Union.

    But as with every year, there is always a lot to look forward to. So happy new year and let the good times roll!

    Share your predictions

    Do you have any Salesforce predictions of your own? Feel free to share in the comments section below.

    Appendix

    If you want to know more, one of the most helpful videos outlining some of the new features on the roadmap, is this one: True to the Core, which was originally included in my last post Dreamforce 2017 roundup.

    Also the Lightning Roadmap is available here, but a little out of date now spring ’18 is in preview, it is available here.

    Hope that helps with exploring in more detail.

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