Slide deck from BrightGen's webinar covering the key aspects of the Winter 19 release from Salesforce, presented by CTO, Keir Bowden, and Head of Delivery, Clive Platt. You can find the recording of the webinar at : https://www.youtube.com/watch?v=om43J0Yhdp0

1. We’ll be starting soon, thank you for your patience.
Questions? Email webinar@brightgen.com
Salesforce Release Webinar
Winter ‘19 Highlights

2. Your Presenters
2
Keir Bowden
CTO
Salesforce MVP
@bob_buzzard
Clive Platt
Head of Service Management
www.linkedin.com/in/cliveplatt/

3. Agenda
☑ Fond farewells
☑ General
☑ Sales Cloud
☑ Service Cloud
☑ Analytics
☑ Communities
☑ Chatter
☑ Mobile
☑ Customisation

4. Fond farewells

5. Fond farewells
5
• Field history tracking data deleted after 18 months unless:
• Org creation date < June 2011
• Purchased Field Audit Trail add-on
• IE9/10 classic support ends 5th April 2019
• IE 11 extended support for LEX ends Dec 31 2020
• Classic Einstein Analytics Designer retires July 2019

6. General

7. Browser
Support
☑ Lightning Experience
IE11
Most recent stable Edge/Chrome/Firefox
Safari 11.x
☑ Classic
IE9/10/11
Most recent stable Edge/Chrome/Firefox
Safari 11.x
☑ Einstein Analytics
Edge
IE11
Most recent stable Chrome/Firefox
No support for Safari

8. Lightning Adoption

9. Lightning Adoption
☑ Must be enabled
☑ Users can skip
☑ Posts to public chatter group
☑ No pre-moderation!

10. Lightning Usage Report

11. Lightning Usage Report

12. Display Density

13. Search List Views

14. Share List Views

15. ☑ New question types:
◆ CSAT
◆ Slider
◆ Picklist
☑ Multiple questions per page
☑ Unauthenticated contact support
☑ Editing active surveys not supported
☑ Pause and resume
☑ View status and response on invitations
Surveys

16. Search
☑ More relevant earlier
☑ Configure to include knowledge fields
☑ Filter in communities
☑ Filter results by number range
☑ Filter by task subject

17. ☑ Pre-defined snippets/messages
☑ Use in many places
Emails
Tasks
Events
Chats
Knowledge Articles
☑ Button appears on supported fields
Quick Text

18. Other
☑ Create/edit field sets in LEX!
☑ Bulk change owner for lead/case/custom object
◆ List view
◆ Related list
☑ Auto-logout allows you to return to page
◆ Copy unsaved work
☑ Remove ability to switch to classic

19. Sales Cloud

20. Einstein
Lead
Scoring App
☑ Dashboard only includes leads that have scores
☑ Have to upgrade it
☑ If you have customised, create a new one

21. Forecast sharing GA
☑ Role based only
☑ Forecast manager can share with any Salesforce user
☑ Territory forecasting GA
☑ Forecast page includes timestamp and breadcrumbs
Forecasting

22. ☑ Add member to Salesforce campaign:
Appears in connected records in Pardot
.. and vice versa
☑ Campaign Related List Quick Filters
Campaigns

23. ☑ Reject leads without reCAPTCHA
◆ Web to lead
◆ Update form
☑ Bounce warning
◆ Lead highlights panel (1)
◆ Activity timeline (2)
Leads

24. Email Tracking

25. ☑ Add attachments to list emails
☑ Add attachments to lightning email template
☑ Email templates can be private
☑ Einstein Insights
Create custom insights - up to 10
Includes suggested actions
Can mark as accurate (or not!)
Email

26. Pardot
☑ Lightning app rather than single tab
☑ Opt-in opted out prospects synced to Salesforce
☑ Filter engagement studio canvas by date
☑ Create Salesforce campaign members from Pardot campaign prospects
☑ Pipeline Dashboard
Conversion rate respects date range
Campaign cost limited to displayed opportunities
☑ Pipeline/Multi-Touch Attribution Dashboards
View filtered faceted opportunities
ROI only on associated campaigns

27. Service Cloud

28. Einstein Bots
☑ Call autolaunched flows
☑ Session logs to record session details
☑ All bot versions share single intent sent
☑ Add customer inputs via dataloader
Need at least 150
☑ Literal matches on customer responses

29. Emails
☑ Insert images into case emails
☑ Use Visualforce email templates
☑ Save email-to-case attachments as Files
☑ Set email message audit fields when importing
☑ Reject web to case emails without reCAPTCHA

30. Omni-Channel
☑ Support skills based and queue routing simultaneously
☑ Supervisor tabs for both routing types
☑ Supervisors monitor up to 5 chats
☑ Sneak peek - see customer/agent typing

31. ☑ Localised for organisation's language
☑ Mention people/groups when posting in case feed
Previously only when commenting
☑ Post files to case feed on Android
☑ Customize quick actions with page layouts on Android
Service Cloud
Mobile

32. Lightning
Knowledge
☑ Map case fields to data categories
☑ Mass actions on article list views
☑ Anchor links in rich text articles
☑ Remove ability to switch to classic
☑ Import articles with translations

33. Analytics

34. ☑ Use joined report as source report
☑ Up to 50 values per dashboard filter (was 10)
☑ Set decimal precision in charts/tables
☑ Subscriptions only shows valid users
☑ Customize numeric axis range in charts
Dashboards

35. Analytics - Other Actions
inside folder
Search from
tab

36. Einstein Analytics

37. Welcome
Mat
http://www.einsteinanalyticslearningmap.com

38. In App
Videos

39. Learning
Adventure
App

40. Conversational Queries
☑ Generally Available
☑ Enable in Setup
☑ Available in:
Running apps
Explorer
Dashboard Designer

41. Predict Future Based on Current

42. ☑ Choose link open behaviour
Analytics Studio, or
Analytics Tab
☑ Date parts nest under date
☑ Use multiple datasets in single lens
☑ Change count of rows label in lens
☑ Create your own map via geoJSON file
☑ Periodic full sync
Full refresh weekly
Einstein Analytics - Other

43. Communities

44. New Lightning
Community
Template
☑ Latest features require latest template
☑ Updated in Summer 18? All good.
☑ May impact community
See Salesforce Help – sforce.co/2DMg4iq
TEST IN SANDBOX!
☑ Self-service help center - guided setup
☑ Koa and Kokua templates still supported
Can't create new communities

45. Threaded Discussions
☑ Communities only!
☑ Up to three levels of replies
☑ Notification links go to reply
☑ Cannot delete item with nested content
☑ Enable for existing communities

46. Communities
Lightning
Components
☑ Filtered search results
☑ Guest users can access flows
☑ Users add topics to records
☑ Recognition Badges GA
Give badge button
Display on user profile
☑ Related List - Single

47. Communities
Other
☑ Additional Audience Targeting operators:
OR, equals, not equals, contains, does not contain
☑ Export just a theme
☑ Ember theme
Stacked header
☑ Webster theme
Search first approach
☑ Change the URL for most pages
Not Home, Login, Error
☑ HEAD markup validated as you type

48. Communities
Other Other
☑ Questions with/without answers report
☑ Edit file details
☑ Use sharing sets for all community licenses
☑ Share folders with public links
☑ Community CDN Generally Available
☑ New licenses
Lightning External Apps
Lightning External Apps Plus
☑ Manage Customer User permission removed from all profiles
Add back via permission set

49. Chatter + Files

50. Save Draft Posts

51. Share Folders via Link
☑ Add via folder row actions
☑ Delete to to stop sharing
☑ LEX alternative to content packs

52. Files Other
☑ File detail page available on mobile
☑ 50,000 content deliveries/24 hours
was 20,000
☑ 50Gb content bandwidth/24 hours
was 20Gb
☑ Folders enabled for new libraries

53. Mobile

54. Mobile
Requirements:
☑ App - Android 5+, iOS 10.3+
☑ Browser - Chrome on Android, Safari on iOS
☑ Mobile devices tested : sforce.co/2BSuzUB
☑ Evaluate account against territory rules on change
☑ My Territories Opportunity list view
☑ My Territory Team Opportunity list view

55. Customisation

56. Lightning
App Builder
☑ Set component visibility by:
Standard user permissions
Custom user permissions
☑ Clicking component doesn't add
☑ Edit managed apps
Used to be Edit App wizard
☑ Changed labels
Select Utility Items => Utility Items
Select Items => Navigation Items
Assign to User Profiles => User Profiles

57. ☑ Display dependent picklists
Up to three levels
☑ Name input
Salutation, First, Last etc
☑ New input types
Toggle
Slider
Email address (validates)
Phone number
URL
☑ Remember previous values
Add to inputs + outputs
Flow

58. Best practice is one record change process per sObject
☑ Less impact on limits
☑ No guarantee of ordering
Process Builder

59. Limits
☑ 4,000 total process and flows
was 1,000
☑ 400 active processes and flows
was 100
☑ 50,000 scheduled actions/flow interviews waiting
Was 30,000
☑ New
max flow interviews with UI per month - 20,000
max flow interviews without UI per month - 100,000
Can buy more!

60. New
Setup
Node

61. Queue Approval Requests

62. ☑ Speed up page load time
☑ Powered by Akamai
☑ Changes source domain
Whitelist Akamai IP addresses
☑ Static content only
JavaScript
CSS
☑ Not your data or metadata
LEX
Content
Delivery
Network

63. Lightning
Components
☑ lightning:empAPI - bobbuzz.me.uk/2PJNWSP
☑ lightning:availableForFlowScreens
New validation attribute
Function to validate state
☑ lightning:map

64. Apex
☑ Inherited sharing
☑ Callable interface - bobbuzz.me.uk/2oG8VJU
☑ Batch Apex Error Events
☑ Schema.DescribeSObjectResult
.getRecordTypeInfosByDeveloperName
☑ Instantiate custom metadata in memory
No DML
☑ Update queried custom metadata in memory

65. The End

66. ☑ sforce.co/2R6PXZW
☑ Release notes
☑ Webinar recordings
☑ Videos
☑ Trailhead release badge - sforce.co/2NME4u8
Release
Readiness

67. Dreamforce

68. Einstein Voice
☑ Conversational CRM - bit.ly/2IwVoNC
☑ Voice bots - Alexa, Google Home - bit.ly/2ycYT7c
Customer 360
☑ Map personas across clouds - bit.ly/2DXVgs9

69. Questions?
Events @BrightGen.com

70. Thank you
Events @BrightGen.com