Posted in Release Notes, Salesforce, Summer19

Salesforce Summer’19: Top 19 Features of Lightning Experience

Salesforce published Summer’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, Field History Tracking Report, LEX for iPad, Custom colors for Hyperlinks, Record view/Activity component new views, Surveys for free,Duplicate case merge.

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

Register today for early access to the brand-new features. Sign up here

1.Keep Record Context When Switching from Salesforce Classic to Lightning Experience

When you switch from Salesforce Classic to Lightning Experience, you land on the same page in Lightning Experience, if it exists. If the same page doesn’t exist in Lightning Experience, you are redirected to your default landing page, which is determined by the org default or your customizations.

2.Power Up Your Related Lists with Enhanced Related Lists

Take your related lists to the next level. With Enhanced Related Lists, you can show up to 10 columns, resize and sort your columns, perform mass actions, and wrap text.

How: From the related lists component in the Lightning App Builder, select Enhanced List from the Related List Type dropdown (1). You can customize how many records to display at once, and choose whether to show the list view action bar.

Choosing Enhanced List affects all related lists in the component . To customize which columns appear in a particular related list, edit the related list in the page layout editor and add more fields.

Related list component in the Lightning App Builder with the Related List Type field highlighted. Underneath that image, an Account page with the enhanced related lists highlighted.

3.Access Lightning Experience from Safari on iPad Devices (Beta)

Give your users the ability to run the full desktop version of Lightning Experience on their iPad device when they’re away from their desktop or laptop.

How: In Setup, enter Lightning Experience in the Quick Find box, and then select Lightning Experience on iPad Browsers (Beta).

Lightning Experience on iPad Browsers (Beta) setup page, showing a toggle to enable the feature

4.See More in Item Menus on the Navigation Bar

We increased the number of recent items shown in item menus from three to five. We also made some styling enhancements, including bold section names and separators, to make it easier to tell the different sections apart.

Why: An object’s item menu now displays up to five items each in the Favorites, Recent records, and Recent lists sections.

A view of an Opportunities menu item showing five recent records

5.Assign Custom Colors to Hyperlinks

Complete the look and feel of your company’s theming and branding in Lightning Experience by defining a hyperlink color.

How: In Setup, enter Themes and Branding in the Quick Find box, and then select Themes and Branding. Update an existing custom theme or create a new one. For Link Color, select Use brand color.

Themes and Branding, New Custom Theme setup page, showing Link color’s Use brand color checkbox

6.Zoom Through Related Lists with Quick Filters

Use quick filters in your related lists to find the data that you’re looking for. Related list quick filters are different from regular list view filters in that they aren’t saved, persist only throughout your current session, and can’t be shared.

How: Open a related list, and select  to add quick filters.

Opportunities related list open quick filter icon highlighted and quick filter panel open.

Quick filters aren’t available for the Assets, File, Other Related People, and Attachments related lists. For Enterprise Territory Management users, quick filters are available only for Accounts and only in the Assigned Territories and Users in Assigned Territories related lists.

7.Choose from Two Record View Options

Now you have two record page view default options. Choose between the current view—now called Grouped view—and the new Full view. Full view displays all details and related lists on the same page. If you’re transitioning to Lightning Experience, this view is similar to Salesforce Classic.

A record page showing Full view and Grouped view

If you turn on Lightning Experience after Summer ’19, you configure these settings in the Lightning Experience Transition Assistant before you enable Lightning Experience, or in Setup after enabling Lightning Experience.In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.

8.Set Org Defaults for How Activities Display on Record Pages

Control how your users view activities on record pages. Set the default view to the newer expandable activity timeline, or choose the activities related lists view that will feel familiar to Salesforce Classic users. Users can switch between options whenever they want.

An example of an activity timeline

Related lists shows details for each task, event, and email in the Open Activities and Activity History related lists. Users who are familiar with Salesforce Classic might feel more at home working with the related lists activities view.

An example of a related lists view

How: To change the default activities view, in Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.

Record Page Settings setup page, showing the Related Lists and Activity Timeline activities views

9.Send Surveys for Free

Licenses can be tricky, so we got rid of them. You no longer need a license to create and send surveys. Anyone who has been assigned one of the provided four profiles can create and send unlimited surveys for free.

Enable surveys, and assign one of the profiles to users who create and send surveys.

  • Contract manager
  • Marketing user
  • Standard user
  • System administrator

10.Merge Duplicate Cases (Beta)

Get rid of accidental copycats in your case list by merging up to three cases into one case. If the to-be-merged cases have different information in their case fields, you can choose which version you want to use in the merged case.

11.Path: Celebrate Sales Milestones

Help your teams celebrate their successes. Toss some virtual confetti when reps reach a designated path stage, for example, winning an opportunity. You can choose the frequency, such as always for those hard-won victories or only sometimes for daily occurrences. Celebrations don’t work on the status Converted on leads.

Screen full of confetti on an opportunity where the rep just reached Closed Won stage

How: In Setup, use the Quick Find box to find Path Settings. Enable Path and create a path, or edit one.

12.Add Opportunity Contact Roles More Efficiently in Lightning Experience

To add a contact role from within an opportunity, click Contact Roles, and then click Add Contact Roles. A list of all the contacts for the account appears.

Screen shot of Add Contact Roles screen

To assign or edit a primary contact for an opportunity, or modify contact roles, click Edit Contact Roles. The current primary contact is shown, along with a list of the opportunity contact roles that have already been added.

Screen shot of Edit Contact Roles screen

13.Filter and Search Events in List Views

Gone are the days of sales reps scrolling endlessly through their calendars to find events. Reps can find exactly what they need by using filters to customize their list views. Reps can use predefined list views to review their daily agenda, upcoming events, or recent events.

Why: Reps can scan events and details easily without clicking through weeks or months to get a better idea of what their calendar looks like.

View of upcoming events in the table view

14.Quip for Sales: Standardize Sales Processes Using Quip

Boost productivity throughout the deal cycle with collaborative docs directly inside Sales Cloud. Configure the Quip Document Lightning component to deploy customizable Quip document templates in context of your Sales Cloud record pages. With Quip templates, you can even use mail-merge syntax to auto-fill new documents with data from corresponding Salesforce fields.

If you haven’t already done it, connect Salesforce to Quip. In Setup, enter Quip in the Quick Find box, and follow the steps. Then launch Lightning App Builder, and add the Quip Document component to the Sales page that you want to update.

Account page showing red circles around a Quip Document embedded in the Acount Plan tab and the option to open document with Quip

15. Let Reps Choose Which Email Composer to Use When Clicking Email Addresses

When sales reps click an email address to write an email, the Salesforce email composer now opens by default. Reps can choose to have their computer’s default email composer open instead.

How: In personal settings, enter My Email Settings in the Quick Find box, then select My Email Settings. Select which composer you want to use when you click an email address.

My Email Settings

16.Choose to Get Task Notifications by Email

Sales reps can control whether they’re notified by email when they’re assigned a task. In personal settings, enter Activity in the Quick Find box, then select Activity Reminders.

My Email Settings

Increase Manager Productivity with a New Task Filter

Sales managers want to focus on the tasks that their team is working on. Now it’s easy to do with the My team’s tasks filter.Why: Within your list view, select the My team’s tasks filter.

Filter by owner

17.Evaluate Each Record in Reports with Row-Level Formulas (Beta)

With row-level formulas, you don’t need to export report data to a spreadsheet or ask an admin to create a one-off custom formula field. Instead, write a row-level formula directly in the Lightning report builder.

Add a row-level formula from the Columns section of the Overview pane by clicking  | Add Row-Level Formula (Beta)

Adding a row-level formula

Name the row-level formula column Time to Close .Choose Number as the Formula Output Type .Then write the formula.

Writing a row-level formula

The row-level formula appears as a column on the report.

A row-level formula in a report

How: Enable the row-level formulas beta feature from Setup. Enter Reports in the Quick Find box, then click Reports and Dashboards Settings. Select Enable Row-Level Formulas (Lightning Experience Only) and click Save.

18.Create Historical Tracking Reports In Lightning

You no longer need to switch back to Salesforce Classic to create meaningful reports on how your business is changing. Create, edit, and view all your historical tracking reports in Lightning Experience. Historical tracking reports (also called historical trending reports) help you capture changes in key business metrics over time.

19.Get Notified When Reports Conditions Are Met

Don’t wait to find out when an important aggregate in your Salesforce report reaches a meaningful threshold. When a change affects a report that you rely on, report subscribers can receive the updated information right away. For instance, set conditions to send email when average case age is greater than one day, or opportunity count rises above 100. Choose whether the email contains a summary of the conditions that were met or a summary plus the whole report.

Add conditions to your report subscriptions, and subscribers receive an email when the selected aggregates meet the specified thresholds.

Adding conditions to a report


Salesforce Summer ’19 Release Notes 

Salesforce Summer19 release quick summary

Posted in Dreamforce

What Attendees Are Saying About Dreamforce

I have been contributing to the Salesforce Community for past 3 years but my luck has never allowed me to attend DREAMFORCE, though I fought really hard. I’m already fighting for 2017, and stronger than ever! As Dreamforce is now almost here, I thought it would be awesome to ask members of the Salesforce Community what they are thinking leading up to Dreamforce (FYI: for more Information on Dreamforce please check my Blog). I also believe that sharing the views of the salesforce community will help me win my battle, the same as shown in the Movie “The Conjuring2”

Here is the dialog from the climax (“Your Name gives me Dominion away you Demon, and I do Know your Name”, are you chuckling, Oh! No no no!!!). I really want to feel the excitement, passion, and fragrance of being at Dreamforce, so the best way to feel it virtually is by collecting the experiences and thoughts from the Community itself.


Here I have listed some of the more well-known figures from Salesforce Community, let’s see what they feel about Dreamforce.

Abhinav Gupta


(Twitter | LinkedIn | Blog )

Dreamforce is an experience of a lifetime, everyone should at least go once, and I am sure they would never miss it next year. This event is huge beyond imagination, and I wonder how well Salesforce manages to execute the same every year. This event has plenty of opportunities for everyone, i.e. customers, partners, admins, and developers. You can surely take back a lot of learning and inspiration back from the event. What I like most about Dreamforce is knowledge which is flowing at a rapid pace all around, and networking with best minds in the industry, you will never find so many talented individuals at the same place anywhere else. See you at DF16!

Jennifer W. Lee


(Linkedin | Twitter | Blog  )

Dreamforce 16 will be my fourth Dreamforce and I already know it will be the best yet. I have made so many connections to those in the community since DF15. I look forward to not only learning new things as I do at every Dreamforce from Salesforce or my colleagues but also sharing my knowledge with others (did I mention, I am a first time presenter with three sessions?!) BUT most of all, I am really look forward to meeting those I’ve only interacted with virtually, whether it is via Twitter, through my blog, LinkedIn or the Success Community in the community or those who work at Salesforce in person. There is truly no other community like the Salesforce community. It’s a community of love and support. This is why #DF16 will truly be an EPIC Dreamforce for me.  If you have a passion for Salesforce and you’ve never gone to Dreamforce, you need to do what you can to attend one. I highly recommend it!

Eric Dreshfield


(Twitter | Linkedin |Blog )

It probably will come as no surprise to anyone who really knows me that what excites me the most about Dreamforce is the people. The people I already know, the people on my “must meet” list, the people I “know” only because I follow them on Twitter and the Success Community, and even the people I do not know at all! I say it all the time in my “Kevin Bacon” blog series, but it bears repeating: For me, one of the greatest strengths of the Salesforce Ecosystem is its people and the connections that are shared.

This year is no different. I’m excited to meet all the people. I’m also excited to hear what Marc Benioff will share during his keynote. If I don’t make it to any sessions, my Dreamforce will be complete, if connect with people, watch Marc’s Keynote, and the pre-keynote interviews conducted by Peter Coffee. The other aspect of Dreamforce that I’m really excited about is all the “Give Back” opportunities. Salesforce has really set the bar high this year with so many great opportunities for people to give back a little while at Dreamforce. (Red) is very inspiring – I hope they are able to help create an AIDS-free generation! In addition, Talk, Read, Sing is a great one…any opportunity to help children is a MUST, in my opinion.

Adam Olshansky


(Twitter | LinkedIn | Blog )

I’m super excited for Dreamforce this year! It’s always a great opportunity to connect with friends in the community I primarily know virtually. Also, a great place to learn something, get hands on with a new technology, and pick up some swag! It’s always pretty busy and I’m sure I’ll be exhausted by the end of it but it will definitely be worth it!

David Liu


(Twitter | LinkedIn | Blog )

Dreamforce: the best week of the year! I learn more during this week than I do in any other month!

Sharif Shaalan


(Twitter | LinkedIn | Blog )

I’m very excited to go back to Dreamforce for a few reasons.

1. To see all of my salesforce friends in person.

2. To see all the new features SF is working on.

3. Get a look at the roadmap for the various clouds!

Stephanie Herrera


(Twitter | LinkedIn )

How do I feel about Dreamforce? I don’t believe there is enough time or words to eloquently sum up how I feel about Dreamforce other than I HEART IT! It’s like the Nerd version of Disneyland! I love the fact that everywhere you go, there is an opportunity to LEARN! I also really love hearing the inspiring speakers and the awesome free concerts! My absolute FAVORITE part of Dreamforce though has to be the COMMUNITY! I get to hang out and mingle with other people who love Salesforce as much as I do! I’m so excited that I get to hang out with my Austin WIT group while meeting WIT members from throughout the country and the world all in one spot! I’m also VERY excited that I will get to meet so many of my #SalesforceSaturday peeps this year here at Dreamforce too! I’m a fan of so many of them on Twitter, it’s going to be so wonderful to finally meet them in person! Also, the freaking AMAZING people that work for Salesforce who go to such great lengths to make sure we have an amazing experience in San Francisco! To sum it up, it’s the awesome people that make Dreamforce so awe inspiring for me!

Amy Oplinger


(Twitter | LinkedIn )

My expectation of my second Dreamforce is that it will surpass last year because I am more involved in the community. I am helping out my dear friend, Melinda Smith, with the 2nd Annual WIT Photo Hunt, sponsored by Apttus. Please check it out on Twitter, and play along to win some fantastic prizes! There is a version for both Dreamforce attendees, and those at home. Secondly, you will get to see me, along with Salesforce Developer Evangelist Mary Scotton and newly minted MVP Shonnah Hughes up on stage, hosting a brand-new Dreamforce event- #AwesomeAdmin Lip Sync Battle!

My first Dreamforce was a truly magical experience one I will never forget. The learning, the people, the connections and the city of San Francisco all made an indelible impression on my heart. Will this year top it? It will be tough, but I look forward to seeing you all in San Francisco soon and doing our best to make Dreamforce 2016 the best yet!

Geoffrey Flynn


(Twitter | LinkedIn | Blog )

Dreamforce for me is a few things :

1 – The chance to connect with people face to face.  I still have so many people that I’ve only ever met virtually through the community, and last year I got a lot out of just being able to sit down with some of them and talk in person.

2 – The chance to talk with clients in a more casual setting.  I’m a consultant, so this is a big part of the overall Dreamforce week.  It’s typically a much different conversation when everyone is very clearly off-site and can take the time to sit down without worrying about getting back upstairs for the next meeting

3 – The chance to help.  With all I’ve gotten out of the community it’s only fair to try and give back through doing a session and also volunteering in the Admin meadow

4 – The opportunity to really take a deeper dive into a particular piece of Salesforce where I don’t feel that I’m as strong as I should be or is new and I need to start learning about

Special Tip : If I could give one piece of advice it would be to just go up and say hi to someone you want to meet.  Between the poor picture quality on the badges and people using different pictures for their community/twitter profiles, you can’t expect people to necessarily recognize you.  So go introduce yourself.

Reference : DREAMFORCE 2016 TIPS

Posted in Dreamforce, Salesforce

Dazzling Dreamforce

Inspired by Blog Series – Kevin Bacon by Eric ,Girly Geek By Lauren , Answers Community Leaders by Vinay & the Answers Community   forum of which I have been a part from a long time,I decided to put this series to share astounding truths about dreamforce. Special thanks to Eric Dreshfield for being an Awesome Mentor, Supporter, and a True Evangelist.



A Paradise where we have the time of our life & its Memories, that last a Lifetime…

What is Dreamforce :

Isn’t this only a Salesforce annual user conference? Strictly, yes, it is Salesforce’s primary yearly gathering. Yet, Dreamforce is so much more than that.

Individuals assemble in San Francisco from everywhere in the world to share thoughts and challenges, learn about new product capabilities, associate and network with one another, and, in general, be educated and enlightened about the Salesforce ecosystem. You get the opportunity to engage with thought pioneers, industry leaders, and a great many your companions from the ecosystem. What’s more, you’ll leave with great learning, new connections, and memories that will endure forever.  With more than 2,000 breakout sessions, helpful keynotes, an exceptional expo, and a rockin’ show, Dreamforce is the world’s biggest innovation gathering. Basically, it’s the spot to be for the Salesforce Community.

Dreamforce offers:

Learn Without Boundaries:

Learn and share best practices on more than 2,000 sessions, including expert and MVP led sessions and hands-on trainings, a Cloud Expo (the world’s biggest!), exceptional selections for admins and developers, as well as Circles of Success, where you can get your inquiries addressed by product specialists.

Network like There’s No Tomorrow:

Make connections and share best practices. Whatever your part, organization size, or industry, the Community is prepared to share its knowledge and skills, and is eager to connect with you outside of Dreamforce, or even simply share lunch with you at Dreamforce.

Give Back in a Big Way:

The Dreamforce community consistently meets the challenges to make an impact on other that is as large as the event itself. It’s mind-boggling what we can accomplish when we join together as a whole community. In previous years we’ve given 3 million dinners to those in need and gathered over a million books!

History Of Dreamforce


Dreamforce may be the greatest cloud meeting anyplace, and it’s rapidly getting to be one of the biggest innovation gatherings in the world. With that developing notoriety, the industry has generally expected huge names when Salesforce declares the gathering’s keynote speakers. From Dreamforce’s first year, CEO Marc Benioff has shared conversations with VPs, performing artists, CEOs, and illuminating tech industry celebrities.

A list of all the Dreamforce keynote speakers from 2003-2016

Here’s a far-reaching history of Dreamforce keynote speakers since 2003, the first year of the Salesforce gathering. In the initial couple of years, Dreamforce was called a “Client and Developer Conference” and the speaker rundown did not feature such recognizable names as it does today. Still, Benioff figured out how to stock the speaker list with pioneers and innovators: Note beginning in 2013, Dreamforce and the Benefit for UCSF Benioff Children’s Hospital were joined. Earlier years, they were separate events.

2003 – Dreamforce 1 –(November 9-11)

Adam Bosworth (SVP of BEA Systems), Halsey Minor (Chairman and CEO, Grand Central), Chris Thomas (Chief E-Strategist, Intel), David Vaskevitch (SVP and CTO, Microsoft Corporation), Ernie Cormier (VP of Business Solutions, Nextel)

2004 – Dreamforce 2 –(November 1-4)

Brad Boston, (SVP and CIO, Cisco Systems), Adam Bosworth (VP of Engineering, Google), Marie Wieck, (GM, IBM), Jim Balsillie (Chairman and Co-CEO, Research In Motion) Jonathan Schwartz (President and COO, Sun Microsystems), Joe Rymsza, (President and CEO, Vettro), and Subrah Iyar, Chairman and CEO, WebEx)

2005 – Dreamforce 3 – (September 11-14)

Chris Anderson (Tech Luminary, Editor-in-Chief, WIRED Magazine), Adam Bosworth (VP of engineering, Google), John Freeland (Global Managing Partner, CRM practice, Accenture), Laurent Philonenko (VP & General Manager, Cisco), Chris Thomas (Chief strategist, Intel)

2006 – Dreamforce 4 – ( October 8 – 11)    Colin Powell

2007 – Dreamforce 5 – (September 16-19)  George Lucas

2008 – Dreamforce 6 –  (November 2-5)

Michael Dell, Neil Young, Sheryl Sandberg (Facebook), Dave Girouard (President of Enterprise, Google)

2009 – Dreamforce 7 – (November 17-20)

Colin Powell, Shantanu Narayen (President and CEO, Adobe), Dave Girouard (President of Enterprise, Google)

2010 – Dreamforce 8 – (December 6-9)      Bill Clinton

2011 – Dreamforce 9 – (August 30 – September 2)

Eric Schmidt, Gary Vaynerchuk

2012 – Dreamforce 10 – (September 18-21)

Colin Powell, Jeff Immelt, Tony Robbins, Sir Richard Branson

2013 – Dreamforce 11 –(November 18-21)

Sheryl Sandberg, Marissa Mayer (CEO and President, Yahoo!), Deepak Chopra.

2014 – Dreamforce 12 – (October 13-16)

Hillary Clinton, Al (October 13-16) Hillary Clinton, Al Gore, Max Levchin

2015 – Dreamforce 13 (September 15-18)

Marc Benioff(Chairman & CEO, Salesforce),Satya  Nadella(CEO,Microsoft), Jessica Alba(Founder,The Honest Company),Sujan Wojcicki(CEO,YouTube),Goldie Hawn(Founder,TheHawnFoundation), Hikmetersek(President/CEO,Western Union), DR. Laura Esserman(MD,UCSF School of Medicine),

2016 – Dreamforce 14- (October 4-7)

Melinda Gates (Co Chair , Bill & Melinda Gates Foundation),MARC BENIOFF (Chairman & CEO, Salesforce),Patricia Arquette,Billie Jean King ,Deborah Duggan (CEO, RED)

References : 

Dreamforce ’16 Ready

Get Ready for Dreamforce

5 Things to Know About Dreamforce ’16

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