Posted in Lightning, Lightning Experience, Release Notes

Salesforce Summer’17: Top 17 Features of Lightning Experience

Salesforce published Summer’17 release(Preview) notes. If You are a lightning lover like me then In this release, you can find lot’s of new features as well as new enhancements, for example, Field History Tracking, New Setup Tab, Keyboard Shortcut, Updated Activity Timeline, Classic Email template in Lightning.

Admin Checklist Get Ready for Summer 17 Salesforce Admins

Take a look below new features in Summer 17 released for Lightning Experience:

1.Access Field History Related Lists in Lightning Experience

This is great news for all Lightning Lovers. Yes, finally you can track the history in Lightning. I posted this idea here  Track and display the field history for standard or custom objects, regardless of which Salesforce interface you’re using. If you added the History related list to objects in Salesforce Classic, you can now see it in Lightning Experience. You can also set up a field history related list in Lightning Experiences.

If you already added the History related list to your objects in Salesforce Classic, you’re all set. In Lightning Experience, look for your History related list (1) under the Related tab (2).

208_field_history_rl_lex.png

2.Switch More Users to Lightning Experience

When you enable Lightning Experience, it’s important to get your users working in—and benefiting from—the new interface. To help, the Switch Users to Lightning Experience tool now displays all users in your org so you can switch the exact group that you want in one go. The tool also makes it easier to find specific users on the list and to see which users in your org are eligible to switch. This change applies to both Lightning Experience and Salesforce Classic.

  1. The Switch Users to Lightning Experience tool is available from the Lightning Experience Migration Assistant in Setup. In the Migration Assistant, click the Set Up Users tab, then click Switch Users.

    lex_switch_user_wizard

Search the user list to find exactly the user you want (1). See at a glance which users have permission to access Lightning Experience and are eligible to switch (2), which users have already switched (3), and which users can’t be switched because they don’t have the Lightning Experience User permission (4).To switch users to Lightning Experience, click the button next to their names.

Unlike before, you can’t use this tool to switch users back to Salesforce Classic. But users can switch themselves back as needed, using the Switcher in their profile menus.

3.Make Lightning Experience the Only Experience

Ready to move from Salesforce Classic to Lightning Experience without looking back? Just hide the option to switch to Salesforce Classic from your Lightning Experience users so that they stay in Lightning Experience. This feature is new in both Lightning Experience and Salesforce Classic.

By default, when you enable Lightning Experience, your users get the Switcher, allowing them to switch back and forth between Lightning Experience and Salesforce Classic. But if you want some or all of your users to stick to Lightning Experience, you can remove the Switcher (1) .

Hide option to switch to Salesforce Classic

In Setup, enable the Hide Option to Switch to Salesforce Classic permission (2) in profiles and permission set.When you enable the permission for your Lightning Experience users, new and existing users see Lightning Experience the next time they log into Salesforce. And, they no longer see the Switch to Salesforce Classic link.

rn_lex_hide_switcher_perm

4. Ditch Your Mouse—Keyboard Shortcuts Are Here

You can now use keyboard shortcuts to maximize your efficiency and speed while working in Lightning Experience. You can search for, edit, save, and close a record—all without touching a mouse. So start planning what you want to do with all the time you’re going to save! By default, keyboard shortcuts work in all Lightning apps. This change applies to Lightning Experience only.

To view the available keyboard shortcuts, press:

  • Windows: Ctrl+/
  • macOS: Cmd+/

Screen shot of the available keyboard shortcuts for standard navigation apps.

For Lighting apps with console navigation, extra shortcuts are available to help users navigate tabs, utilities, and more.

5.Get Better Assistance with the Restyled Lightning Experience Migration Assistant

To guide you through the optimal path to enabling Lightning Experience, we’ve given the Migration Assistant an easier-to-use, wizard-style interface. The tools for assessing and previewing your org’s readiness, setting up features and users, and flipping the switch are now visible at a glance—and faster to access. Oh, and it’s also easier to find the Migration Assistant in Setup. This change applies to both Lightning Experience and Salesforce Classic.

Accessing the Migration Assistant in Salesforce Classic is a no-brainer now. From Setup, click Get Started in the Lightning Experience Migration Assistant tile at the top of the menu. (From Setup in Lightning Experience, continue to access the Migration Assistant from the Lightning Experience link.)

Lightning Experience Migration Assistant tile in Salesforce Classic Setup Menu

 The new Migration Assistant is a clean, concise wizard, with tabs that highlight the steps for transitioning to Lightning Experience.

Restyled Lightning Experience Migration Assistant, with highlight around tabs at the top of the page

The interface focuses on specific tasks, one at a time. But you aren’t restricted to going through the tabs in a sequential order. As before, you can use the Migration Assistant to run tools like the Readiness Check and the Preview whenever and as often as needed. Simply click the desired tab to get down to business.

Check Readiness tab in the Lightning Experience Migration Assistant

6. Relate Accounts to Leads Faster with Account Matching

When sales users convert leads, if the lead company name matches any of your accounts, it’s quick and easy to choose one of the matching accounts. This change applies to Lightning Experience only.

Previously in Lightning Experience, if there was a single exact match between the lead company name and an existing account name, the account populated the Account Name field during lead conversion. New account matching brings Lightning Experience in line with Salesforce Classic.

  • Support for person accounts—If the lead contains a company name, we search business accounts. If there is no company name, we search person accounts instead.
  • Enhanced type ahead—Type-ahead search in the Account Name field now searches across all accounts rather than searching only the user’s recently used accounts.
  • Multiple match—When a user clicks the Account Name field during lead conversion, a dropdown menu includes a list of all accounts that match the lead’s company name. If the lead does not have a company name, the list contains matching person accounts.

7.Add Members to Campaigns from Reports in Lightning Experience

Your marketing department can quickly target specific groups of leads, contacts, or person accounts by adding them to campaigns directly from standard and custom reports. This change applies to both Lightning Experience and Salesforce Classic.

Reps can add up to 50,000 returned records to campaigns by clicking Add to Campaign (1).

The Add to Campaign action on reports

To let marketers add members to campaigns from custom reports, the report’s primary object must be Lead or Contact. The custom report type must also include the Full Name field.Previously, Salesforce Classic allowed members to be added to campaigns only from standard reports. The ability to add members to campaigns from custom report types is available in both Salesforce Classic and Lightning Experience.

8.Decide How Path Displays

A path is now closed when the page loads, helping users view more record details without scrolling. You can configure how users display Path. This change applies to Lightning Experience only.

To view or hide a path’s key fields and guidance, users click.Show More

The Show More button with a closed path.

To let your users decide whether a path’s guidance and key fields display automatically when the page loads, from Setup, enter Path Settings in the Quick Find box, then select Path Settings. Then enable Remember User’s Path Preferences.

9.See Opportunity Stage History in Lightning Experience

Review changes to an opportunity’s amount, probability, stage, and close date on the Stage History related list in Lightning Experience. This change applies to Lightning Experience only.

The Opportunity Stage related list on an opportunity.

10.Show Who Reports to Whom from Contact Pages in Lightning Experience

Give your sales team a key tool for planning sales strategy. Use Lightning Contact Hierarchy to visualize the contacts on an account according to what sales reps enter in the Reports To field. Plus, customize contact hierarchy columns to show the information that’s most useful to your sales teams. This feature is new in Lightning Experience.

Give your sales reps access to the hierarchy from contact pages. In Setup, in the Salesforce1 and Lightning Experience Actions section of your contact page layout, add the View Contact Hierarchy action. The Actions menu includes the View Contact Hierarchy action unless you customized the contact page layout before Summer ’17.

contact_hierarchy_action

The hierarchy shows who reports to whom according to the Reports To field. Sales reps can expand or collapse areas as they navigate. They can view up to 2,000 contacts from each point where they enter a hierarchy. To view contacts in a different part of the hierarchy, a sales rep can enter the hierarchy from a different contact.

contact_hierarchy_action

Email Quote PDFs with One Click

In Lightning Experience, reps can now email one or more quote PDFs by clicking Email PDF in the Quote PDFs related list or list view. This change applies to Lightning Experience only.

11. Be More Productive with the Sales Console (Generally Available)

The Lightning Sales Console app is now generally available. Plus, it also benefits from all the great improvements we’ve made to all Lightning console apps, such as person account support, split view navigation, and keyboard shortcuts. These changes apply to Lightning Experience only.

208_sales_cloud_console.png

12.Lightning Voice: New Name, Call List General Availability, and Voicemail Drop

Lightning Voice has a new name and more call list features. Sales reps can also send pre-recorded voicemail messages and dial numbers in reports and dashboards. These changes apply to Lightning Experience only.

Organize Calls with a Call List (Generally Available)

To create a call list, reps can select the people they want to call, and click Add to Call List.

voice_call_list_select
The prioritized list appears in the call panel. In addition to leads, call lists also support accounts, person accounts, and contacts.

voice_call_list_panel
Reps can click Call Next to dial the number at the top of the list and open the related record. Only one call list is available at a time.

Send Prerecorded Voicemail Messages

Save time with custom voicemail messages. Reps can “drop” (or send) prerecorded messages to recipients’ voicemail boxes to focus their time on selling. This change applies to Lightning Experience only. To create a voicemail message, reps can select Voicemail Settings from the call panel or their personal settings.

voice_voicemail_record

13.Use Your Classic Email Templates in Lightning Experience

Leverage all the work and planning that went into your Salesforce Classic email templates by using the same templates in Lightning Experience. You can use your Text, Custom HTML, and Letterhead email templates in Lightning Experience. This change applies to Lightning Experience only.

When you insert an email template, change the filter to Classic Templates.

rn_sales_productivity_email_templates_CEX_in_LEX

14.Stay on Top of Things with the Updated Activity Timeline

Quickly see what each activity is about with easily read summaries. Need the details? Click Expand to see more, without leaving the timeline. Want to drill deeper into your day? Click Expand All to see all the details on all the activities in your timeline. This change applies to Lightning Experience only.
rn_sales_productivity_activity_timeline_annotated
You can expand each activity individually, or expand and collapse the entire list of activities at once. Expanded emails are shown just like they were sent, with paragraphs and line breaks in the same place. You can take actions from within the email summary, too.

rn_sales_productivity_activity_timeline_expanded_email

15.Home: Assistant and Performance Chart Updates

The Assistant has a new look, and the performance chart now has both a weekly and daily view. These changes apply to Lightning Experience only.

See Assistant Updates in a New Way

The Assistant has a slightly different look and feel. Click > to see more details about a specific update. This change applies to Lightning Experience only. Your sales reps can also quickly act on different updates with the new action buttons, such as sending an email or editing an opportunity.

home_assistant_revamp

See Multiple Views of the Performance Chart

The performance chart displays opportunities for the current sales quarter that are closed or open with a probability over 70%. Sales reps can now switch between a weekly and daily view. This change applies to Lightning Experience only.
home_performance_chart_view

16.Add Dashboard Filters in Lightning Experience

Add, edit, or remove filters from your Lightning Experience dashboard directly from the lightning dashboard builder. Filters let people choose different views of a dashboard, so one dashboard does the job of many. Without dashboard filters, you’d have to create multiple dashboards, each with its own set of filtered reports. For example, add a filter on the industry field to track opportunities by industry. This feature is new in Lightning Experience.

rd_dashboards_filter_add

17. Create Report and Dashboard Folders in Lightning Experience

Folders are key to sharing and organizing reports and dashboards. Now you can create them in Lightning Experience. Switch to Salesforce Classic to grant other people access to folders. This feature is new in Lightning Experience.

rd_reports_dashboards_folders_create

There are many more powerful features in Summer’17 Release notes. For complete list of Summer’17, Release Notes click here  

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Posted in Lightning Design System, Lightning Experience, Salesforce

Salesforce Lightning View All Activities

Are you working on Lightning experience? Then definitely you are missing the View All Activities button in Lightning.I am a big fan of Salesforce Lightning Experience. However, many community people keep asking me how to get the activities > VIEW ALL functionality they know and love from Classic. I got this blog post idea from Salesforce MVP @David Giller to think about a workaround for View All button in Lightning.

You can promote and upvote this idea here Allow View All Activities on records in Lightning

Collaboration   Salesforce Success Community.png

So I am writing this post to give step by steps solutions for this issue. Follow below steps :

Step 1. First, create an apex controller to get all the activities related to your sObjects. Here I created one solution for all sObjects. Use below apex controller.

public class ShowAllSObjectActivity {
Id sObjectname= ApexPages.currentPage().getParameters().get(‘Id’);

public list<Task> tasklist{get;set;}
public ShowAllSobjectActivity(){

if(sObjectname !=null )
tasklist= [select id,Status,ActivityDate,Subject,Who.Name,What.Name,Description,LastModifiedDate,Owner.Name FROM Task WHERE WhatID=:sObjectname OR whoId=:sObjectname];
}
public PageReference cancel() {
PageReference ldPage = new PageReference(‘/’+sObjectname);
ldPage.setRedirect(true);
return ldPage;
}
}

Step 2. Create visualforce page to display all activities on click on View All button in Lightning Experience. Here I used SLDS(Salesforce Lightning Design System) to design the page similar to lightning experience. So don’t forget to add SLDS in your static resource before creating this page.

<apex:page controller="ShowAllSObjectActivity" sidebar="false" standardStylesheets="false">
	<apex:sectionHeader title="View Activity History"/>
	<apex:form >
		<html xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" lang="en">
			<head>
				<meta charset="utf-8" />
				<meta http-equiv="x-ua-compatible" content="ie=edge" />
				<meta name="viewport" content="width=device-width, initial-scale=1" />
				<apex:stylesheet value="{!URLFOR($Resource.SLDS103, 'assets/styles/salesforce-lightning-design-system-vf.min.css')}" />
			head>
			<div class="slds">
				<div class="slds-grid slds-wrap slds-grid--pull-padded">
					<div class="slds-p-horizontal--small slds-size--1-of-1">
						<center>
							<apex:commandLink action="{!cancel}" value="cancel" styleClass="slds-button slds-button--neutral"/>
						center>
					div>
					<div class="slds-p-horizontal--small slds-size--1-of-1">
						<apex:repeat value="{!tasklist}" var="oSobject">
							<div class="slds-border--top">
								<div class="slds-form-element">
									<div class="slds-form-element__control slds-has-divider--bottom">
										<b> <span class="slds-form-element__addon">Subjectspan>b>
										<span class="slds-form-element__static">
											<apex:outputText value="{!oSobject.Subject}" />
										span>
									div>
								div>
								<div class="slds-form-element">
									<div class="slds-form-element__control slds-has-divider--bottom">
										<b> <span class="slds-form-element__addon">Namespan>b>
										<span class="slds-form-element__static">
											<apex:outputText value="{!oSobject.Who.Name}" />
										span>
									div>
								div>
								<div class="slds-form-element">
									<div class="slds-form-element__control slds-has-divider--bottom">
										<b> <span class="slds-form-element__addon">Related Tospan>b>
										<span class="slds-form-element__static">
											<apex:outputText value="{!oSobject.What.Name}" />
										span>
									div>
								div>
								<div class="slds-form-element">
									<div class="slds-form-element__control slds-has-divider--bottom">
										<b> <span class="slds-form-element__addon">Due Datespan>b>
										<span class="slds-form-element__static">
											<apex:outputField value="{!oSobject.ActivityDate}" />
										span>
									div>
								div>
								<div class="slds-form-element">
									<div class="slds-form-element__control slds-has-divider--bottom">
										<b> <span class="slds-form-element__addon">Assigned Tospan>b>
										<span class="slds-form-element__static">
											<apex:outputText value="{!oSobject.Owner.Name}" />
										span>
									div>
								div>
								<div class="slds-form-element">
									<div class="slds-form-element__control slds-has-divider--bottom">
										<b> <span class="slds-form-element__addon">Last Modified Date/Timespan>b>
										<span class="slds-form-element__static">
											<apex:outputField value="{!oSobject.LastModifiedDate}" />
										span>
									div>
								div>
								<div class="slds-form-element">
									<div class="slds-form-element__control slds-has-divider--bottom">
										<b> <span class="slds-form-element__addon">Commentsspan>b>
										<span class="slds-form-element__static">
											<apex:outputText value="{!oSobject.Description}" />
										span>
									div>
								div>
							div>
							<hr style="background-color:black;"/>
						apex:repeat>
					div>
				div>
			div>
		html>
	apex:form>
apex:page>

Steps 3. Then you are ready to use this custom solution to display all activities in lightning. You can create a custom button to call this visualforce page in lightning. Go to your object where do you want to add this button. Then go to Buttons, Links, and Actions >
Click New > Add New Detail page button and in Content Source use URL and in formula editor paste this

/apex/YourVisualforcePageName?Id={!Sobject.Id}

edit-account-custom-button

You can now create these buttons for All sObjects and use the same Formula /apex/YourVisualforcePageName?Id={!Sobject.Id} and use your object name in place of sObject.

Step 4. In the previous step, you created the View All Button now we have to add that button to page layout in the respective object. Here, for example, I am adding this button to Lead page layout. Follow these steps here

A.  On object detail page click on  Setting Gear Icon on top of the page > Edit Object

Kathy Snyder   Salesforce2.png

B. Go to page layouts.

object-manager-lead-salesforce

C.Click on respective Lead page layout where you want to add View All button.

Lead Layouts.png

D.Click ‘Override the Predefined actions’

Edit Page Layout  Opportunity Layout   Salesforce   Developer Edition   Salesforce.png

E. Drag and Drop ‘View All’ from salesforce 1 Actions and save the page layout and go to Lead record detail page.

Edit Page Layout  Lead Layout   Salesforce   Developer Edition.png

F.Now you can see ‘View All’ button appear in a Lead object.

view-all

Wow, You are ready to view all activities now. Click on “View All” button and it will open a new page and you can view all your activities on the same page similar to classic.

Salesforce   Developer Edition   Salesforce.png

In the same way, we can add this View All button to any objects in Lightning experience. Kindly let me your feedback in comment section below.

lightning

GitHub Repository

You can also download the code from the github repository here.

Posted in Lightning, Lightning Experience, Release Notes, Salesforce

Salesforce Winter’17: Top 17 Features of Lightning Experience

Salesforce published Winter’17 release(Preview) notes. If You are a lightning lover like me then In this release, you can find lot’s of new features as well as new enhancements for example updated navigation model, Merge Duplicate Leads, Quotes to Opportunities, Kanban view for Leads,Skype Call.

Take a look below new features in Winter 17 released for Lightning Experience:

images      images  275×183 .png

1.Create Custom Apps in Lightning Experience and Navigate More Efficiently

With Winter17 Lightning Experience navigation make your users more efficient and allow them to switch between apps that you can brand and customize. If you know Salesforce Classic, the updated navigation model will feel like a familiar friend, only better. This feature is available in Lightning Experience only.

Navigate at the Speed of Lightning!

In the improved navigation model, the navigation menu that previously displayed on the side of Lightning Experience becomes a horizontal navigation bar at the top of the page, letting your users:

  • Find what they need using item names instead of icons for easy recognition
  • Complete actions and access recent records and lists with a single click
  • Use a consistent and familiar navigation experience

Think of the navigation bar as a container for a set of items and functionality. It’s always there, but the items within it change to represent the app you’re using.

rn_lex_nav.png

2.Apps in the App Launcher

Similar to Salesforce Classic, apps in Lightning Experience (what we call Lightning apps) give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. However, Lightning apps take things to a level beyond apps in Salesforce Classic (let’s call those Classic apps). Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and Lightning page tabs in your Lightning app.

Meet the Lightning Experience App Manager

This is your go-to place for managing apps for Lightning Experience. It shows all your connected apps and Salesforce apps, both Classic and Lightning.

Lightning Experience App Manager

Use the Lightning Experience App Manager to:

  • Create Lightning apps or connected apps (8)
  • See if your Classic apps are accessible to your users in Lightning Experience (9)
  • Edit, delete, or upgrade Classic apps to take advantage of all the benefits of apps in Lightning Experience (10)

Create a New Lightning App

Creating and editing a Lightning app is a cinch. Give your app a name, set its primary color, upload a logo, specify which items appear in the app’s navigation bar, and assign the app to user profiles. If your org includes utilities like Lightning Voice or Open CTI Softphone, you see options to add them to your app’s utility bar, which displays in the Lightning Experience footer.

3.Get Field-Level Help in Lightning Experience

Yes, finally this is coming in Lightning 🙂 Salesforce Classic users have always appreciated the field-level help you create for your custom fields. Now your Lightning Experience users can love it, too!  Previously, the help showed up only in Salesforce Classic. View help by hovering over the info icon next to a field. Field-level help in Lightning Experience is supported across all browsers. It shows up regardless of your screen size, the data type of the field, or the location of the field in your layout.

Field level help in Lightning Experience

4.Create Multiple Records More Quickly in Lightning Experience

Yes, “Save & New” action is now coming to Lightning. After your users create, edit, or clone a record in Lightning Experience, they can create another record using the Save & New button. The Save & New button lets users create records repeatedly without leaving their spot in the app. This feature is available in Lightning Experience only.The button is available in the same locations as in Salesforce Classic, which include most Create, Edit, and Clone pages.

Create Account page with Save and New button

See More Specific Dialog Titles When Creating Records

When your users create a record in Lightning Experience, the Create dialog title includes the record type if it exists. For example, you have two record types, Large and Small, assigned to the Account object to indicate account size. When your users create an account with the Large record type, “Large” appears in the title of the Create dialog to provide more context. This feature is available in Lightning Experience only.
Create Account popup with title shown that indicates the Large record type

5.Record Details Tab Never Forgets in Lightning Experience

Wow, I am super excited for this 🙂 When your users expand or collapse a section in record details in Lightning Experience, the section stays that way even after visiting other areas in Salesforce. This change helps users scroll through a record faster, showing only the information they care about. This feature is available in Lightning Experience only.

For example, in Lead details, a user collapses the Address Information section and expands the Additional Information section. The next time the user views a lead’s details with the same layout, those sections remain collapsed and expanded, respectively.

Lead page details showing Address Information collapsed and Additional Information expanded

As in Salesforce Classic, sections in Create, Edit, and Clone pages are always expanded.

6.Clearer, More Actionable Popup Messages for Records

Confirmation messages that appear after your users create, edit, delete, or clone a record successfully from a related list in Lightning Experience and Salesforce1 have changed. The messages include the record name for more context. It will resolve the redirection issue to related records in Lightning. Also, after your users create a record from a related list in Lightning Experience (not Salesforce1), the popup message includes a link to the record for easy navigation. Here’s an example.

Account page showing a related list and contact success confirmation message

Troubleshoot Record Errors Quickly and Easily in Lightning Experience

When your users edit records inline and errors occur, the fields containing errors appear in a popup at the bottom for easy scanning. Fields are linked in the popup so that your users can navigate to them quickly to fix. This feature is available in Lightning Experience only.

As in previous releases, field error descriptions also display under the field.

Contact details showing Email field error in popup

7.Launch a Lightning Component from an Action

Lightning component actions are custom actions that invoke a Lightning component. Because they support Apex and JavaScript, Lightning component actions provide a secure way to build client-side custom functionality. This feature is available in Lightning Experience and all versions of the Salesforce1 mobile app.
To create a Lightning component action, select Lightning Component from the Action Type drop-down list when you create either a global or object-specific action.

Lightning component actions can’t call just any Lightning component in your org. For a component to work as a Lightning component action, it has to be configured specifically for that purpose and implement either the force:LightningQuickActionorforce:LightningQuickActionWithoutHeader interfaces.

8.Reply to and Forward Emails Right from Salesforce

After reading an email, you often want to respond right away. Now you can. Just click Reply, Reply All, or Forward from the email detail page or activity timeline. It’s as easy as…sending an email. These options are only available to organizations using Enhanced Email, which is automatically enabled for most customers. This feature is available in Lightning Experience only.

Email with reply and forward options

9.Identify and Merge Duplicate Leads in Lightning Experience

Getting rid of duplicate lead records prevents multiple reps from contacting the same lead. We’ve made it easier to improve data quality. Give your sales reps the ability to resolve duplicate lead records as they find them. Salesforce identifies key field differences across multiple records and lets a rep merge the best information from the top three records. This feature is available in both Lightning Experience and Salesforce Classic.

Potential Duplicates

Start Spreading the News on Chatter

Your sales reps can keep everyone in the org up to date on the latest news by sharing news articles on Chatter. This feature is available in Lightning Experience and all versions of the Salesforce1 mobile app.

The News feature, which includes timely, relevant news from US sources, is available for accounts, contacts, leads, opportunities, and on the Home page. When reps come across an article that may be of interest to others, they can click the share icon (Share on Chatter) to share it with other people or post it to the related record’s Chatter feed.

Share news on Chatter

When a rep shares a news article from a record’s detail page, it’s posted to that record’s Chatter feed. The rep can also @mention individual users or groups. When a rep shares a news article from Home or the News app, the article is posted to the rep’s own Chatter profile for all the rep’s followers to see.

Import My Accounts and Contacts Wizard Is Retired

The Import My Accounts and Contacts wizard is now unavailable. Remind your users to upload their data using the Data Import Wizard instead. For more information, see “Import My Accounts and Contacts Retirement in Winter ‘17.” This change affects both Lightning Experience and Salesforce Classic.

12.Home: Do More with the Assistant

 The Assistant features more relevant, actionable updates. Your sales reps can act directly on different recommendations, including sending an email or creating a task or event. Sales reps can also dismiss recommendations that aren’t relevant.

Take Action in the Assistant

To give your sales reps more bang for their buck, we’ve added relevant actions to recommendations. For example, if a sales rep receives an update that an opportunity doesn’t have any open activity, the rep can create a task or event directly from the recommendation.

recommendation actions

The actions that appear depend on the type of recommendation. The available actions include:

  • Create a task
  • Create an event
  • Edit an opportunity
  • Send an email

Dismiss Unhelpful Recommendations

Your sales reps can easily dismiss recommendations that aren’t relevant. This feature is available in Lightning Experience only.

dismiss button

Click dismiss icon to dismiss a recommendation. After all the available cards are removed, the Assistant refreshes and checks for more available recommendations.

13.Lightning Voice: More New Calling Features

 Salesforce added a ton of new features to Voice, including new ways to make calls and call forwarding. Beginning with the Winter ’17 release, Lightning Voice is available only through the utility bar, so an additional task is required to continue using this feature. This feature is available in Lightning Experience only.

Access Voice from the Utility Bar

To continue using Lightning Voice, admins must use the App Manager to make the feature available from the utility bar at the bottom of the page. The utility bar gives your sales reps quick access to commonly used tools. This feature is available in Lightning Experience only.
utility bar in lightning experience

Make Calls with Your Keyboard or the Virtual Dial Pad

Your sales reps no longer need to have a phone number associated with a record to place a Voice call. They can use the keyboard or the virtual dial pad to enter phone numbers or extensions. This feature is available in Lightning Experience only.

voice keypad

Handle Missed Calls with Notifications and Call Forwarding

No need to worry about missed calls! Sales reps are now notified about them. They can also forward calls to their mobile number to guarantee that they never miss that big sales call. This feature is available in Lightning Experience only.Missed call alerts appear in the Notifications drop-down.

missed call notification

14.Optimize Clicks and Time by Editing Inline (Beta)

Your reps breeze through record updates in Lightning Experience with Lightning Edit in list views. Reps can modify a record without opening it, right from the list view. Even better, they can save multiple records at once. This feature is available in both Lightning Experience and Salesforce Classic.
Editing Inline in a List View

Take Ownership of Multiple Leads at Once

If you use queues to prioritize and assign leads among team members, your reps can now take ownership of multiple leads from the queue at once. This feature is available in both Lightning Experience and Salesforce Classic.
Accept lead from queue

15.Kanban: Track and Manage Leads, Contracts, and Campaigns Visually

Sales reps can more effectively monitor their progress with leads, contracts, and campaigns using the same Kanban-style visual layout they use for their opportunities. This feature is available in Lightning Experience only.

The Kanban view for campaigns.

Modify Records from the Kanban View

Everybody hates a detour. Great news: Now your reps can edit or delete records from the Kanban view. This feature is available in Lightning Experience only.
Edit or delete records from the Kanban view.

Get Prompted to Update Required Fields from the Kanban View

Required fields aren’t blockers anymore. Now reps can fill in fields required to move a record to a different stage or status from within the Kanban view.
Reps are prompted to complete required fields without leaving the Kanban view.

16.Use Skype Chat, Video Calling, and Audio Calling in Salesforce (Beta)

 Skype for Salesforce integrates Salesforce and Skype for Business, allowing you to chat with and make audio and video calls to other users in your org. Skype for Salesforce is available only if your business has a Skype for Business online license. This feature is available in Lightning Experience only. Once you’ve enabled Skype for Salesforce for your users, they see a banner prompting them to log in to Skype for Business. Users who have logged in to Skype for Business can hover over the names of other users in your org to see if they are online and contact them with Skype audio and video chat.

Hover over the name of anyone in your org to see their Skype presence and begin a conversation.

Begin a Skype chat, video call, or audio call from within Salesforce.

17.Subscribe to Reports in Lightning Experience

You know that report you check when you arrive in the office every Monday morning? Why not have it emailed to you every Monday at 8:00 AM instead? Subscribe to up to five reports and receive refreshed report results by email on a schedule you set: daily, weekly, or monthly. To start a report subscription, open a report and click Subscribe. Specify when to receive the report, and then go about your business. When you need the report data, it’s waiting for you in your inbox.
Subscribing to a report

Chart Improvements in Lightning Experience: Table, Gauge, Bar, Scatter, Line, and Combo Charts

Add Tables to Dashboards in Lightning Experience

From the Lightning Experience dashboard editor, you can now add table components and sort columns from the component editor. Tables in Lightning Experience dashboards show conditional highlighting and Chatter photos, but to configure conditional highlighting and Chatter photos, switch to Salesforce Classic.

Table showing conditional highlighting, sorting, and Chatter photos

Gauge Charts Display Percentages

Gauge charts added to Lightning Experience dashboards now show percentages by default. Gauge charts configured to show percentages in Salesforce Classic now also show the percentage in Lightning Experience.
Gauge Chart in Lightning Experience

Stack Bar Charts to 100%

Stacked bar charts are wonderful for comparing absolute values side by side. Stacking a bar chart to 100% enables you to compare relative values side by side. For example, instead of comparing opportunities by stage and total opportunity amount, stacking lets you compare the proportion of opportunity amounts by stage.

To stack a bar chart to 100%, your report must have at least two groupings, and one of the groupings must be a number.

Stacked Bar Chart

 

There are many more powerful features in Winter’17 Release notes. For complete list of Winter’17 Release Notes click here  Also, don’t forget to visit What’s Not Available in New Winter ‘17 Lightning Experience Features

Posted in Lightning, Lightning Experience, Salesforce

Salesforce Activity Composer In Lightning Experience

Actions Missing from Activity Composer on Standard Objects

Activity Composer in Lightning Experience:  Most of the Customers might notice that certain actions such as ‘Log a Call’, ‘New Task’, and ‘New Event’ will not appear in Lightning Experience within the detail page for Opportunity, Account, Contact, and Lead. I also saw a lot of questions related to this in Salesforce Success Community. So here I am giving you step by step solution to resolve this issue in lightning experiences.

Here like Below is Opportunity  lightning detail page “Log A Call” button(action) is missing from activity composer.

Zenith Industrial Partners    Salesforce

To resolve this issue first verify below points:

Step1Look at the object’s page layout—opportunities, leads, accounts, contacts, or a custom object that supports activities. Check whether you’ve included the corresponding action in the Salesforce1 and Lightning Experience Actions section of the object’s page layout.

Note: An object page inherits the actions of the global page layout unless you’ve customized the actions in the Salesforce1 and Lightning Experience Actions section of the object’s page layout.

Step 2. Have you created a custom record type for calls, tasks, or events? Look at the page layout that you’ve associated with the custom record type. Ensure that you’ve assigned the custom record type to the corresponding action. For example, if you created a custom record type for calls, assign it to the Log a Call action.

Step 3. Ensure that your users have permission to view that custom record type.

Resolution :

To resolve this issue follow below Steps : 

Step1: Go to object record detail page >Click on  Setting Gear Action>Edit Object

Zenith Industrial Partners    Salesforce2.png

Step2: Goto page layouts

Object Manager  Opportunity   Salesforce.png

Step 3:Click on respective account page layout where you want to add missing actions

Object Manager  Opportunity   Salesforce2.png

Step 4: Click ‘Override the Predefined actions’

Edit Page Layout  Opportunity Layout   Salesforce   Developer Edition   Salesforce.png

Step 5: Drag and Drop ‘Log A Call’ from salesforce 1 Actions and save the page layout and go to opportunity record detail page.

page.png

 

Step 6: Now you can see ‘Log A Call’ button appear  in Activity Component,so same way we can add other missing action here.

34.png

Kindly let me know your feedback on below post comment section !!

Part II : Customize Activity Composer In Lightning Experience

References :

Configure the Call, Task, and Event Tabs in the Activity Composer in Lightning Experience

Actions Missing from Activity Composer on Standard Objects