Posted in Lightning Experience, Release Notes

Salesforce Winter’19: Top 19 Features of Lightning Experience

Salesforce published Winter’19 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,Lightning Experience Configuration Converter ,View Page Performance, Filter Search Results,Email Tracking in Lightning.

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Take a look below new features in Winter’ 19 released for Lightning Experience:

1.Change Your View with Display Density Settings

Two new Lightning Experience display density settings give you more control of how you want to view data without changing the page layout. Select one of the settings as the default, but users can choose their own display density at any time from the user profile menu.The Compact setting, which has labels to the left of fields and less space between page elements, fits 30% more fields on the page.

Compact view

Comfy has labels on the top of fields and more space between page elements. It’s similar to previous versions of Lightning Experience.

Comfy view

Existing orgs have Comfy as the default setting. New orgs created after Winter ‘19 is released might default to Compact.

Setup: From Setup in Lightning Experience, enter Display Settings in the Quick Find box, and then select Display Settings. The org default setting applies, unless a user changes it from their profile menu. You can’t override a user’s display density preference.

2.Assign a New Owner to Multiple Leads, Cases, or Custom Objects at One Time

Use the Change Owner page-level button to assign a new owner for up to 200 selected leads, cases, or custom objects. You can access the button in the page-level action menu in a list view or related list in standard table mode, or in Related List Quick Links.Change Owner button in more actions drop-down in page-level actions menu

3.Find the Data You Need with List View Search

Use the new search bar to search the field data in your list views and find the records you need in record time.The list view search bar appears next to the List View Controls icon. Use the keyboard shortcut g+f to select the search bar. You can also add the search bar to the List View component in Lightning App Builder.The search bar works across all applicable fields for all the records in the list, even if specific columns aren’t visible.

Oppotunity page with search bar highlighted

4. Field History Tracking Data Deleted After 18 Months

Salesforce guarantees to retain your field history data for up to 18 months. Starting with the Winter ’18 release, it no longer retain field history beyond 18 months. To retain field history longer, you can purchase the Field Audit Trail add-on.

After the Winter ’18 release, you have a few months grace period to act.

  • To guarantee that you have access to your field history data, purchase the Field Audit Trail add-on. Field Audit Trail lets you define a policy to retain archived field history data up to 10 years from the time the data was archived. To purchase Field Audit Trail, contact Salesforce Customer Support.
  • Use the queryAll() API to retrieve deleted field history during the grace period and create your own backup. You can’t use the getDelete() API to retrieve data that Salesforce deletes following the 18-month limit.
  • If you need help retrieving your field history during the grace period, contact Salesforce Customer Support.

Recover Your Unsaved Text After Getting Timed Out

Sometimes  Lightning Experience session is interrupted, whether you’ve been inactive too long or you lost your connection. You used to see the same timeout message, regardless of how your session ended. Now the message that pops up is specific to your scenario and tells you how to recover unsaved text.If your session is interrupted, return to the page to copy unsaved text, like a Chatter post, so you don’t lose it during a new session.

session timeout message

5.Learn Why Users Are Switching Back to Salesforce Classic

Discover why your users aren’t adopting Lightning Experience by going to the source.The feedback form appears when users switch to Salesforce Classic. Choose whether to keep the default feedback question or write your own. Select how often the form appears and in which public Chatter group to store the feedback.

Users write the reason, which is posted in your chosen public Chatter group. Users are notified in the form that their feedback is shared in a public group where everyone can contribute to the conversation and see other commonly asked questions. Users aren’t required to add feedback before switching back to Salesforce Classic.

Feedback form

Enable : From Setup in Lightning Experience, enter Onboarding in the Quick Find box, and then select Onboarding & Assistance. Turn on the feature under Switch to Salesforce Classic Feedback Form.

6. Roll Out the Welcome Mat for New Lightning Experience Users

The first time that users log in to Lightning Experience they’re presented with useful resources for getting up and running quickly. You can customize the content to introduce the targeted resources that your users need.

Why: Help users ramp up quickly and reap all the productivity benefits of Lightning Experience. Users can also access these helpful resources at any time on any page by selecting Welcome to Lightning Experience from the Help menu.

First time log in welcome mat

Two different welcome mats appear: one when a user first logs in to Lightning Experience, and another when a user is automatically switched from Salesforce Classic to Lightning Experience. Both types of welcome mats are updated when you use custom content. You can use parameters to customize the content of the welcome mats individually.

Enable/Disable : From Setup in Lightning Experience, enter Onboarding in the Quick Find box, and then select Onboarding & Assistance. Find the Lightning Experience Welcome Mats section. The welcome mat is enabled and displays the default resources created by Salesforce. To display a custom welcome mat, create a CSP trusted site before updating.

7.Keep Users in Lightning Experience

Ready to adopt Lightning Experience for your org? Keep all users who have the Lightning Experience permission in the new interface by removing their ability to switch to Salesforce Classic.

How: From Setup in Lightning Experience, enter Lightning in the Quick Find box, and then select Lightning Experience. In the Lightning Experience Migration Assistant, on the Set Up Users tab, turn on Keep Lightning Experience Users in Lightning Experience Only. If some of your users still need access to both interfaces, use the Hide Option to Switch to Salesforce Classic permission instead.

8.Move Actions and Buttons Easily When Transitioning to Lightning Experience (Beta)

Don’t have time to move all your Salesforce Classic actions and buttons into Lightning Experience? The latest Lightning Experience Configuration Converter feature does just that in a simple. Easily move custom, standard, and global actions from the Quick Actions in the Salesforce Classic Publisher section of a page layout to the Salesforce Mobile and Lightning Experience Actions section.

How: The Lightning Experience Configuration Converter is a standalone tool that lives outside of Salesforce. We recommend that you run it in a sandbox or Developer org first, then migrate your changes to your production org. To get started, visit and log in with your org credentials.


9.View Page Performance by Browser and Other New Metrics in the Lightning Usage App

You can now view more metrics in the Lightning Usage App, including page performance by browser. You can also generate reports using the Lightning Usage App objects. To view the 10 pages where switches occur most frequently, click Switches to Classic and scroll to the Page pane.
Top ten pages where switches occur


  • To view page performance by browser, click Browser. The Performance pane displays page load times by browser for the previous 3 months and the previous 7 days.
Browser performance for past three months and past seven days

Page load time, or Experienced Page Time (EPT), is a measure of how long it takes for a page to load so that a user can meaningfully interact with it. EPT is equivalent to “critical-path” or “time-to-interaction”. Complex pages usually have higher EPT values (longer load times).

  • To view the performance of the top-viewed pages in Lightning Experience, click Page. The Performance pane shows the page load times for the most viewed pages, and the page load times of a selected page for the previous 30 days.
Performance of most viewed pages

10.Filter Search Results by Number Range

When the numbers matter, use filters to frame your search results. For example opportunities that fall within a certain amount or probability range.On the search results page, click Opportunities in the sidebar to see the available filters. Enter your target range, and click the magnifying glass.

Opportunity search results filtered by probability range and amount range

How: From Setup, in the Object Manager, go to Search Layouts for each object. Add the fields that users want to filter to the Search Results layout. You can’t filter encrypted fields.

11. Accounts: Add Multiple Account Team Members Faster in Lightning Experience

If you’ve enabled account teams, no additional setup is required to see these updates. When sales reps want to add team members from the Account Team related list on an account, they click Add Team Members. Then reps fill in the available fields for all new account team members and click Save.

Add account team members window showing multiple users and related fields

12.Leads: Reject Leads That Don’t Use reCAPTCHA

Stop spammers from sending you bogus leads. Reject leads that generate from Web-to-Lead that don’t use reCAPTCHA verification. In Setup, go to the Web-to-Lead Setup page, and look for the Require reCAPTCHA Verification setting. Enabling this setting turns on the Include reCAPTCHA in HTML setting on the Create a Web-to-Lead Form page. Then make sure that the HTML on your website includes the reCAPTCHA code.

Screen shot of the Web-to-Lead Setup page.

13.See Your Email Impact with Email Tracking

Get a 360-degree view of email activity and customer engagement. In the activity timeline and the email detail record, reps can quickly see if an email isn’t being tracked or when a tracked email was last opened. Tracking information is visible in the activity timeline.

Email tracking information

Reps can see if an email is not tracked at all; when it was last opened, or if it is tracked but unopened.

Email tracking details

If you want, add the First Opened and Last Opened fields to your email page layouts to see the information there, too.To collect and display email tracking information, you must enable Enhanced Email and Email Tracking. From Setup, enter Enhanced Email in the Quick Find box, then select Enhanced Email. Click Enable. From Setup, enter Activity Settings in the Quick Find box, and then select Enable Email Tracking.

Bounce Back from Email Bounces

Now reps know which lead, contact, or person account has a bad email address, and they know which specific email wasn’t delivered.A bounce warning appears next to the email address in lead, contact, and person account record.

Email bounce information

14.Schedule Event Series (Beta)

Let your reps schedule daily, weekly, monthly, or other repeating events from Lightning Experience and the Salesforce app.To let your reps schedule event series, on the page layout for events, add Repeat.Then, to schedule a series, reps can select Repeat.

New event page showing repeat checkbox

15.Add and Remove Meeting Participants from Any User Interface

Attendees (in Lightning Experience) and invitees (in Salesforce Classic) are linked to the same data, so updating those fields should be simple. Now when you set up sales reps to work with attendees from Lightning Experience and the Salesforce app, they don’t lose access to edit invitees from Salesforce Classic.

How: To let reps update meeting participants from any user interface, add the attendee field to the page layout for events.

16.Enjoy a Better Interface with Enhanced Run Page (Beta)

Want a faster way to review or hide a report’s count of rows, detail rows, subtotals, and grand total? We’ve included toggles for each of these options in the enhanced run page (1). The new interface also shows you the report type a report is based on (2). And, the Filters pane now displays the cross filters added to the report (3).

Improved Enhanced Run Page Interface

How: Click Switch to Enhanced Run Page (Beta) in Reports. If you need to switch back, click Switch to Legacy Run Page.

17. Edit Joined Reports with Lightning Report Builder (Beta)

Enhance your joined report workflow by editing joined reports with the Lightning report builder and with more run page functionality including filtering and sorting.

  • To view joined reports in Lightning Experience, you need the Run Reports user permission.
  • To create or edit joined reports, you need one of these permissions: Create and Customize Reports, Report Builder, or Report Builder (Lightning Experience).

How: If necessary, turn on the Lightning joined reports beta. From Setup, enter Reports in the Quick Find box, then select Reports and Dashboards Settings. Select Enable Lightning Joined Reports (Beta), and then click Save.To edit a joined report with the Lightning report builder, click Edit (Beta).

Editing a joined report (beta)

Work with joined reports on the joined report run page just like you work with other reports in Lightning Experience. For example, to work with filters, click Filter.

Running a joined report (beta)

18. Add Up to 50 Values to Each Dashboard Filter

Dashboard filters let you shine a light on specific parts of your business. Previously, you could add up to 10 distinct values (like State equals California) to a dashboard filter. Now you can add up to 50 distinct values to each dashboard filter.

Adding 50 filter values

19. Customize Axis Ranges on Dashboard Charts

Choose the range of the x- and y-axes on dashboard charts, You can only set custom ranges on axes that display a numeric field. Edit or add a dashboard component, then customize the range by selecting Custom under the X-Axis Range or Y-Axis Range. Choose both a Min and a Max range, or set only one and Salesforce sets the other for you. Some charts only let you customize the x- or y-axis. For example, horizontal bar charts let you customize only the range of the x-axis.
Setting a custom range

There are many more powerful features in Winter’19 Release notes. For complete list of Winter’19, Release Notes click here   

I will soon share Winter’19 Top Lightning Component features as well so stay tuned 🙂

Also review Winter19 release quick summary  by Salesforce MVP Rakesh Gupta.

Posted in Lightning, Lightning Component

Lightning Data Service

Salesforce has released the most awaited feature for Lightning Developers, Lightning Data Services – Standard Controller of Lightning Components! To speed up Lightning component development, Salesforce brought in Lightning Data Services. Lightning Data Service is a collection of lightning tags, methods, and events. We can relate it to Visualforce Standard Controller. 

  • Use Lightning Data Service to load, create, edit, or delete a record in your component without requiring Apex code. Lightning Data Service handles sharing rules and field-level security for you.
  • At the simplest level, you can think of Lightning Data Service as the Lightning Components version of the Visualforce standard controller. Whenever possible, use Lightning Data Service to read and modify Salesforce data in your components.
  • Lightning Data Service provides other benefits aside from the code. It’s built on highly efficient local storage that’s shared across all components that use it. Records loaded in Lightning Data Service are cached and shared across components.

LDS Architecture

Lightning Data Services consist of following:

  • force:recordPreview tag
  • getNewRecord() method
  • saveRecord() method
  • deleteRecord() method
  • recordUpdated Event
  • changeType event parameter to check record update status

Let’s see what are the benefits of Lightning Data Services:

Lightning Data Service provides reusable Aura components that:

  • Fetch records once, reducing network transfers, app server load, and database server load
  • Cache record data on the client, separate from component metadata
  • Share record data across components
  • Enable progressive record loading, caching, and merging more fields and layouts into the cache
  • Enable proactive cache population
  • Promote consistency by using only one instance of the record data across multiple components
  • Create notifications when record data changes
  • Lightning components does not enforce Field Level security while displaying data fetched from Apex controller, unlike Visualforce pages. So, it was required to check CRUD permission in apex controller. This can be skipped if you use Lightning Data Services.
  • If there are many components on record detail page, then for each component there was SOQL to fetch data which affects the performance of the entire page. But if we use LDS it’s performance will improve as time lag to fetch data from server side will be saved.
  • Also, prebuilt Lightning controller methods like Save(), getNewRecord() will help to perform DML in Lightning itself with writing any Apex.
  • Data consistency – As the record values stored on client side in the cache, it will remain same across all the components. If you update value of any field in one component, it will be consistent on another component and it notify & refresh other components automatically.

If you have a Lightning application that creates, reads, updates or deletes records, LDS is the best, most efficient way to do CRUD operations.

LDS is here to simplify developer life. Adopting LDS means you no longer have to write your own controller code. All of your data access code is contained within the LDS component, significantly reducing the complexity of your apps and pages. This reduced complexity means that you don’t have to spend as much time on performance and quality testing.

Lightning Data Service Example

References :

  1. Lightning Data Service – Standard Controller for Lightning Components
  2. Use Lightning Data Service – No To Apex Controller In Lightning Components 
  3. Lightning Data Service Basics

What’s Next?

Keep your eyes on an upcoming blog entry for more real-time examples to develop the Lightning Components using Lightning Data Service.

Wait and Watch, more to come…


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).


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.


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.


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.


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.


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.


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.

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

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.


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.


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.
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.


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.


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.

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.


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.


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


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

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