Salesforce Top 10 Summer 17 Features

Every year, Salesforce adds new features and functionality to the platform in the form of releases which are made available once every quarter. And it’s time once again for their latest installment – the Summer’17 Release Notes. Many Lightning enhancements and features are loaded into this release. These enhancements will appeal to classic users and help them adapt and accept the new Lightning interface.

If going through 500 pages of release notes document feels like a daunting task, here is a bird’s eye view of Top 10 Summer 17 exciting features in this release.

1. Lightning Experience Migration Assistant

Migration assistant has received a complete facelift this release and has changed from a scrollable never ending list of options. At last, the solution is a more intuitive wizard style interface. Users can launch the wizard from a fancy tile displayed in the left navigation bar of setup menu.

With a designated header tab, users can get a quick overview of all the available options and focus on tasks they are more interested in. The readiness check report has a ton of actionable insights into driving user adoption by checking how ready your org is to make the switch. At the end of the readiness report, we get a checklist with explicit advice on which steps to take next on your journey to Lightning Experience.

Lightning Experience Wizard
Lightning Experience Migration Assistant

2. Switch Users to Lightning Experience

Switch Users to Lightning Experience by selecting ‘Switch Users’ from the ‘Setup Users’ tab of migration assistant. This tool provides an easy interface to search and list all the users who are eligible to switch to Lightning.

Switch Users to Lightning Experience

Once the users are moved to Lightning, this tool cannot be used to switch users back to Salesforce Classic. However, users can switch themselves back as needed, using the Switcher in their profile menus. Additionally, admins can drive adoption by removing the option of allowing users to Switching back to Classic for some or all users. Simply enable the ‘Hide Option to Switch to Salesforce Classic’ permission in profiles and permission sets.

Hide option to switch to Salesforce Classic

3. Reports and Dashboards in Lightning Experience

Reports and Dashboards have received a load of upgrades, this release. For all those users complaining about having to switch back to Classic to create Folders to manage reports and dashboards, we now have the option of creating ‘Folders’ from within Lightning.

We still have to switch to Salesforce Classic to manage new user access to folders.

Create report and dashboard folders in Lightning Experience

Other reporting enhancements include the ability to subscribe the entire team to a report and creating dashboard filters. With Summer’17 users now have the option to add, edit, or remove filters directly from the Lightning dashboard builder in Lightning Experience. As a result, sales executives from different regions or industries can use the same dashboard, but use filters to view only data relevant to them.

Filter report and dashboard subscription in Lightning Experience

4. Promote Your Picklist Fields to Global Value Sets

Values within a picklist can now be promoted to a Global Value Set for reuse by editing the picklist and simply clicking the button. We can have as many as 500 picklists global value sets in an org. Topping this off, the much awaited field level default values for Picklists is now finally available as part of the Summer ’17 release. Only when there is no formula for a default value, or when a formula does not resolve to an existing value’s API name, the value-level default is applied.

Promote Picklist to Global Value Set

5. Use classic Email Templates in Lightning Experience

If you have email templates and business scenarios mapped to workflows or processes in classic, you can leverage all that within Lightning Experience as well now. Use Text, Custom HTML, and Letterhead email templates in Lightning Experience. Just change the filter to ‘Classic Templates’.

Use Classic email templates in Lightning Experience emails

6. Access Field History Related Lists in Lightning

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 Experience.

Access Field History Related Lists in Lightning Experience

7. Open Search Connector

Salesforce makes it possible to search external content from within Salesforce with Federated Search. Connect easily to external search providers to your org with the Salesforce OpenSearch connector. Saving time and hassle, users stay inside Salesforce to view Salesforce records and external search results.
Navigate to External Data Sources from setup and Create a new data source. Enter the External Data source, Name, Type and URL fields to connect to an external resource. External search providers who conform to the Salesforce Federated Search API remain fully compliant to the OpenSearch specification and can be queried by any OpenSearch client.

New External Data Source Connector

8. Keyboard Shortcuts

Salesforce has offered some serious productivity boosters with Summer ’17 release. One of them is ‘Keyboard Shortcuts’. Forget about moving across the screen, just to save your record. Do this right from the keyboard now. How about a handy list of shortcuts, just in case you need a little help? Just press: Ctrl+/ for Windows and Cmd+/ for Mac.o.

Handy Keyboard Shortcuts in Salesforce

Speaking of shortcuts, we have one more cool feature coming up. Success message now displays a link to the record when you create or update a record via a quick action. This means users who deal with a ton of lightning actions on a daily basis can now get work done faster and more efficiently.

Success message with link to new or updated record

9. Object Manager

Object Manager is one of the most featured tools used by almost all admins. So, it’s fair enough to have a dedicated tab for it in the Setup space. Besides, the object manager provides easy access to quick actions, recent List views, recent items and to create a new object.

Lightning Experience Object Manager Features

The layout of selected objects within the object manager has also been revised. The new layout more closely aligns with the user experience users were used to in classic. Users drill into the specifics of the selected category, since all the related lists for the object are displayed in the left pane.

New layout in Lightning Experience Object Manager

10. Files

In the process of transitioning from Documents and Attachments to Files, Salesforce has bundled up numerous features into this release. Even apart from increasing the file limit from 10 million to 30 million and storage space from 10GB to 20GB! With the ‘Attachments to Files’ app from Salesforce Labs, easily convert legacy attachments on records to files now.
Attaching new files to records as simply as dragging and dropping documents onto the files related list on any given record.

Drag and Drop Attachments to Files feature in Salesforce

While reviewing and working with multiple files, we now have the option of right clicking and opening them in a new tab. A new Files action for sharing your files by creating a public link–now available in Lightning Experience and Communities. For instructions and options for creating a Public link, please refer to this article.

Public Link for sharing files in Lightning and Communities
Spandy Mediconda

Top 10 list by Spandana Medikonda.
Certified Cloud Co-Op consultant in Houston, TX.

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