AppExchange Tech Enablement June 2017

ISV Monthly Technical
Enablement
June 2017

SALESFORCE DEVELOPER CONFERENCE
Adventure Awaits Every Trailblazer!
June 26-28, 2017 San Francisco
$499 Early Bird Tickets | 120+ Technical Sessions
sfdc.co/TrailheaDX
Discount Code: TDX17D425CMMTY
Discount Code
Expires TODAY!
(June 15)

Devs, admins, partners & more:
20k+ virtual attendees
2k+ full conf attendees
1k+ free expo attendees
Trailhead
Quest
Fun after-party
Amazing band
Keynote with Keith Block
120+ technical sessions
40+ Partners
25+ Salesforce demos
Kids coding
Help Non-profits
Equality & WIT
TrailheaDX - The Must-attend Developer Conference of the Year
Moscone West, June 27-28, 2016 - San Francisco
#TDX17
Discount Code: TDX17D425CMMTY
Discount Code
Expires TODAY!
(June 15)

New Customers are Looking for Lightning Ready Apps
Lightning Ready = Your App Works in Lightning
Lightning Styling and Lightning Components are not required
New Apps Must be Lightning Ready to Enter Security Review
Make sure they find yours by being Lightning Ready
Learn More at: http://sfdc.co/LightningReady

Webinar: New Analytics App Features for Partners
Summer ’17 delivers new ways to package and integrate Analytics apps
Thursday, July 20 @ 9:00am PDT
Register now at http://bit.ly/ISVtechwebinar
Build & Package with Templates
Integrate Analytics with Force.com & Lightning
Integrate Analytics with web apps
Attend to learn how to:Awesome Features
Ready for ISV Adoption!

Summer ‘17 ISV
Release Readiness
Key Features for ISV Partners
Jaswinder, Kamlesh, Danny
Technical Evangelists

ISV Release Readiness
Finding and sharing the best features for ISVs from the upcoming release
IMPROVED! Wave Packaging & Templates
NEW! Salesforce DX enters Open Beta
NEW! Apex Metadata API goes GA
NEW! Lightning Data Service enters Beta
And much more!
Summer ‘17 for ISVs
Awesome ISV
Features!

Danny ChangKam Patel
Today’s Speakers
@DannySFDC
Technical
Evangelists
@kamatsalesforce
Jaswinder Rattanpal
@jrattanpal

Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties
materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or
implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking,
including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements
regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded
services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality
for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and
rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with
completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our
ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer
deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further
information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the
most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing
important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available
and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that
are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

GA vs Beta vs Developer Preview vs Pilot
GA ( Generally Available)
● Released feature with full support
Beta
● Production quality but has known limitations
Developer Preview
● Only available in Developer Edition
● Do NOT add to package
Pilot
● Additional terms and conditions apply
● Subject to change
● No guarantee for release
● Do NOT add to package
Release Notes | Trailhead

Lightning Workshops - Chicago and NYC
Accelerate your Lightning implementation:
● Get Lightning Ready
● Leverage Lightning Components
Workshop Dates:
● Chicago - 18-20 July (Deadline for nominations 30th June)
● NYC - 29-31 August (Deadline for nominations 14th July)
Workshop activities begin the previous week
Requirements:
● UI mockups
● At least 1 Product Manager and 1 web developer attending
Reach out to your TE to nominate yourself
Free for ISV Partners - Reach out to your TE to nominate yourself

LockerService Rollout Has Changed
Build all your Lighting Components to be fully compliant with Locker Service and CSP. See https://sfdc.co/LockerService
for more information
Release Notes

Security Review Dreamforce Deadline
Apps must be submitted for Security Review by August 25,
2017 to have a chance at passing before Dreamforce
This deadline assumes that your app will pass on the first attempt
Take advantage of the resources offered by the Security Team to
help make sure you pass on your first try
● Secure Development Trailhead
● Security Review Trailhead
● Security Office Hours
● Security Review Submission Office Hours
● Security Review Process
Alert Information
Submission Deadline: August 25, 2017

Einstein Analytics - Now Open for ISV’s!
Feature Overview
● Tremendous future growth over the past year
● Now a new and improved platform and ready for ISVs!
○ Closed technical gaps (customizable & upgradeable)
○ New pricing
○ Partners are fully supported
● Notable new features: Templates, Bulk Actions, and
Apex/Web SDKs
Value/Relevance to ISVs
● We want you to start building Einstein Analytics apps!
● New opportunity to generate revenue
Release Notes

Ready for ISV’s - Newly GA’d Features
Templates Apex SDK Web SDK Sharing Encryption
Beta
Powerful customization
capabilities
Enables apps to be fully
customized for use on the
customer’s org
Key for ISV partners
publishing apps on
AppExchange
Server-side integration
with Einstein Analytics
Use queries directly from
Apex
Supports Controllers,
Workflows, Triggers,
Process Builder, etc.
First-class Einstein
Analytics integration
Einstein Analytics
dashboard components
fire and handle Lightning
events
Supports Lightning,
Visualforce, and other UIs
via Lightning Out
Salesforce inheritance
and sharing determines
what a user can see
Minimizes the need to
create custom security
predicates
User coverage based on
the volume of records
that they can access
One click - admin
enablement
Support for encryption at
rest for all Einstein
Analytics assets
Key management
integration with Shield
Fuse driver for high
performance processing
and transparency
Release Notes Release Notes Release Notes Release Notes Release Notes

Einstein Analytics - Web SDK Demo

Dashboard Inspector
Feature Overview
● A tool to troubleshoot performance
issues or binding errors
● Shows how fast it executes each
step
● Metrics shown: # of runs, First
(MS), Number of ms, Avg (MS)
● Ability to identify slow
steps/queries to make overall
application run faster
Generally Available
Release Notes
1
2
3
4

Declaratively Modify Data Flow Definitions
Feature Overview
● Set dynamic initial selections using bindings and customize
table column widths
● Dashboard JSON property change - partners will have to
update JSON or dashboard would fail
● Easier on ISVs to create apps with clicks not code
● Closes a frustrating gap for partners
Generally Available
Release Notes

Lightning Data Service
Feature Overview
● Standard Controller for LCs
● CRUD on record data from LCs
without Apex and SOQL
● Auto CRUD & FLS enforcement
● Performance Improvement / Cache
● Speeds up LCs Development for
simple CRUD on a single object
● No need to enforce CRUD and FLS
using Custom Apex
Known Limitations
● Only available on LEX and S1
● Beta - no support for all standard
objects. No risks for supported
objects
Beta
Custom component
Lightning Data Service
Caching
Shared record cache
Offline support (draft)<force:recordData>
Custom component
<force:recordData>
Custom component
<force:recordData>
Release Notes

Lightning Console Apps
Feature Overview
● Console Navigation for Force.com
Apps
● Ideal for Sovereign-style Apps that
need Multi-record view for long
duration tasks & workflows
● Fewer Clicks, Stateful, Larger
Display
● ISVs can leverage Lightning
Console Templates vs building
custom console Apps
● ISV Force Partners: Included
● OEM Partners: Additional fee
applies
Generally Available
Release Notes

Path Updates - Packaging Support / Additional Objects
Feature Overview
● Paths are now package-able
● Paths can be added to any objects to guide your users
through your business processes
● Path remembers user’s display preferences
● ISVs can now package Paths for standard & custom objects
to guide users through staged processes.
● Paths can be assigned based on record types and different
picklists
● Path fields and content can be customized by the ISV
Known Limitations
● A Path’s key fields and Guidance for Success are not
configurable by system admins for Paths in managed
packages
Generally Available
Release Notes

Salesforce DX - Source Driven Development
Feature Overview
● Source Driven Development (SDD)
● Continuous Integration and Delivery
● Open and standard developer experience powered by
Salesforce CLI, Scratch Orgs, Source Sync APIs
● New and improved IDE! (Force.com IDE 2 Beta)
● Major improvement to the Salesforce Developer Experience
● Facilitates rich CI/CD workflows
● Scratch orgs can be assigned a namespace
Known Limitations
● Source Sync APIs not yet “metadata complete”
● Some limits apply
Beta
Astro — -bash
localhost:~ astro$ git clone
https://github.com/forcedotcom/dreamhouse-sdx.git
localhost:~ astro$ git checkout -b mybranch
localhost:~ astro$ sfdx force:org:create -f
config/workspace-scratch-def.json
localhost:~ astro$ sfdx force:src:push
localhost:~ astro$ sfdx force:org:open

Packaging 2
Feature Overview
● Next generation of packaging for partners and customers
● Build packages from source - no packaging org needed!
● Integrate packaging into your CI/CD process
● Declarative manageability rules
● Create multiple packages from a single namespace
● Supports nonlinear package development
Known Limitations
● Limited metadata types during dev preview
● Can only install PKG2 packages in scratch orgs
● Signup information will be announced at TrailheaDX
Developer Preview

TrailheaDX (June 28/29)
● Tons of sessions about DX
● Learn more about SDD, Scratch Orgs, Salesforce CLI
● Latest updates about Packaging 2
● Get your tickets today!
July ISV Tech Enablement Webinar (July 20)
● Overview of Salesforce DX for ISVs
● Recap news from TrailheaDX
● Review the latest DX roadmap for ISVs
● Register now!
Salesforce DX Chatter Groups
● Partner and Success Community Groups coming soon!
Where to Learn More About Salesforce DX

Packaging Support of BigObjects
Feature Overview
● BigObjects now available to add to
existing or new packages
● Fields and indexes automatically
added
● BigObjects let you store and
manage large amounts of data on
the Salesforce platform.
● ISVs can now deliver BigObjects
directly to their customers
Known Limitations
● Modified BigObject metadata will
be ignored in package patches or
upgrades during the Summer ‘17
release
Pilot
Release Notes
BigObjects now
available to add to a
Package
Fields and Indexes are
automatically added

BigObject Deletes & Metadata Edit
Feature Overview
● Full delete / undelete / erase lifecycle support of BigObjects
● Edit BigObject metadata via the Setup UI
○ Field metadata can be edited as well
● Delete BigObjects accidentally created or no longer required
● Fix typos made when creating a BigObject
Known Limitations
● Limit of 100 BigObjects in an org counts live, soft deleted, and
erased BigObjects
● Soft deleted BigObjects not automatically erased after 15 days
● Only “non-structural” changes can be made to BigObjects:
names, labels, descriptions, deployed status, field required
● Metadata edit is only via Setup UI in Summer ‘17
Pilot
Release Notes

Granular Permissions for Async SOQL
Feature Overview
● “Modify All Data” no longer required to execute queries
● In order to execute an Async SOQL query:
○ “Read” permission required on source object
○ “Create/Update” permissions required on target object
● Focus on each individual’s permissions rather than
proliferating “admin” access
Pilot
Release Notes

Enterprise Messaging - Platform Events
Feature Overview
● Define event topics easily (similar to
custom objects)
● Publish events from Apex using DML
and off-platform using APIs
● Subscribe to events on-platform with
topic triggers and off-platform using
CometD
● Enable real-time integration at scale
between your package and any
business process
Known Limitations
● Platform events are not transactional
and cannot be rolled back
Generally Available
Developer Guide
Release Notes

Platform Events
Create Platform Event Pub/Sub in Apex Pub/Sub for External Apps
Package platform events, a new object type
with __e naming convention
New standard ReplayId field identifies a
platform event record
Supported custom field types: Checkbox,
Date, Date/Time, Number, Text, Text Area
(Long)
Publish event messages using
EventBus.publish() method
Use After Insert Triggers to subscribe to
events
Replaying events is not supported in Apex
External apps use the Salesforce API to
publish events in the same way as inserting
sObject records
External apps subscribe to Platform Event
notifications with CometD
Platform events are retained for 24 hours,
and CometD subscribers can retrieve past
events using the ReplayId field value
Developer Guide
Release Notes

Apex Metadata API
Feature Overview
● Retrieve metadata synchronously
● Create & Update via async deploy
● Callback on completion
● App customization
● Self-configuring apps
Known Limitations
● Only supports custom metadata types & page layouts
● To pass SR, ISV must notify customers on pre-install page
that the app can modify the org’s metadata
● No planned support for deletion
Generally Available
Release Notes

Federated Search
Feature Overview
● Users stay in your UI while searching off-Platform content
● External search results appear alongside the familiar record
search results
● Works in Lightning Experience & Salesforce Classic
● Create your own federated search connector and your
customers could search drawings, audio & video files,
contracts, transaction receipts, etc. - without leaving your app!
● Very easy to package
Known Limitations
● Custom federated search providers must follow the
OpenSearch specification, and return results in ATOM format.
● See Developer Guide for details.
Generally Available
Release Notes | Developer Guide

Bulk API V2
Feature Overview
● Easily upload large data files to Salesforce for processing into
records.
● Simply send Salesforce a large file of data, and we will
determine the most efficient way to load the data.
● The Bulk API V2 is focused on making the client side coding
much easier to load data.
● No longer will you have to rely on a complex set of limits to
use the Bulk API.
Known Limitations
● File size limit is 100MB
● Number of records is limited to 1MM per day
● No support for attachment upload or queries
Pilot
Release Notes

Miscellaneous API Updates
Record Count UI API
Dev Preview
Updated APIs
Retrieve object record counts
programmatically
Multiple objects in one API call
UI API to create native mobile apps and
custom web apps with your own branding
and look and feel.
Name change from LIghtning API
REST
SOAP
Chatter
REST
Tooling
...and more! (check release notes for a full
list)
Release Notes Release Notes Release Notes

Channel Order App 2.0
Feature Overview
● Manage Orders in Lightning Experience
● Redesigned Order Submission Wizard
● Edit/Recall/Clone actions provide flexibility for order
management
● New Submit API
● Reduced clutter, show relevant details only
● Improved validation before submission, saves time, improves
accuracy
Known Limitations
● Deployed as managed package push upgrade
● Make sure to review the post upgrade tasks
Generally Available
Release Notes

Push Upgrade Enhancements
Feature Overview
● Exclude Orgs from a push upgrade
● Improved performance for push upgrades
● Easier to manage exclusions from push upgrades
● Improved performance if you need to push upgrades to
thousands of subscribers
Generally Available
Release Notes

Shield Features
Reference Encrypted Fields in Custom
Formula Field Type
Compatibility with Flows and Process
Builder
Beta
Embed Encryption to Lead’s Personal
Identifiable Information
Beta
Reference encrypted fields in Custom
Formula field
Limited Formula Return Types:
● Text
● Date
● Date/Time
Flows now support encrypted fields, except
in filters and sorting.
Process Builder now supports encrypted
fields, except in filters in the Update Records
action.
You can encrypt standard Lead fields:
Examples:
● Name (First Name, Middle Name, Last
Name)
● Email
● Phone Mobile
● Phone Fax

Lightning Bolt Solution Packaging Update
Feature Overview
● Community branding settings like color, font, images
auto-packaged
● Navigation Menu items and settings auto-packaged
● Administrator settings for standard template pages
● More reusability and flexibility of settings
● Reduce rework on customer side
Known Limitations
● Custom CSS in the branding editor not packaged
Generally Available
Release Notes

Community Page Optimizer
Feature Overview
● Get quick overview of community page performance
● Debug deeper to identify performance bottlenecks
● Export performance reports
● ISVs can identify performance bottlenecks
● Debug to identify necessary fixes
● Export performance report for support debugging
Known Limitations
● Only available as a Google Chrome Plugin
Beta
Release Notes

New! HTML Editor Lightning Component
Feature Overview
● Lightweight component in the community builder
● Easily add custom HTML and CSS content
● Greater flexibility around advanced markup
● Provides more branding and markup options
● Easily add pixel-perfect content and text
Generally Available
Release Notes

Sales Cloud Enhancements
Lightning Sales Console (Generally Available)
● Supports Person Accounts and leverages all the new lightning
console improvements such as split view navigation & macros
Encrypt Lead Fields (Beta)
● 10 Standard fields containing personally identifying
information (PII) in Lead records are not encryptable
● Allows teams to be more productive and makes the best use
of screen real estate
● More security for Lead object
Known Limitations
● Utility bar doesn’t support VF pages
● As with other encrypted object fields, certain features may not
work as expected when fields are encrypted.
Release Notes 1 | Release Notes 2

Support for Communities
Feature Overview
● Access to FSC objects in communities officially certified
● Provides a packaged Advisor Partner profile and permission
sets
● Clone the prepackaged partner profile and permission sets
and customize (restrict) for Customer community access
● ISVs extending FSC can also provide packaged customer
community functionality
Known Limitations
● Requires customer community plus or partner communities
add-on
Generally Available
Release Notes

Permission Set Licensing for Financial Service Cloud
Feature Overview
● Sitewide to User-Based Licensing
● Financial Services Cloud Permission Set License is
automatically provisioned
● Based on # of licenses purchased by customer
● New customers installing the package after Summer ‘18 will
default to PSLs
● ISVs extending Financial Services Cloud automatically benefit
by having greater control on licensing (user-based)
Known Limitations
● Existing customers grandfathered in to site-wide licensing.
They can optionally assign PSLs to their users. Target date
for PSL enforcement is TBD.
●
Generally Available
Release Notes

Custom Metadata type enhancements
Feature Overview
● Long Text Area fields are going GA
● Support for validation rules on Custom Metadata Types
● Package, and deploy long text areas as a custom field type
● Validation rules verify that the data a user enters in a record
meets the standards you specify before
the user can save the record.
Release Notes
INTELLIGENCE BIG OBJECTS
META DATA CRM DATA

Recap
Einstein Analytics (Wave) is open for business!
Build performant apps at massive scale with Platform Events
Salesforce DX brings Source Driven Development to all (open beta)
Customize and package the new Path component
Build more configurable apps with the Apex Metadata API
Don’t miss these upcoming events
● 6/15 - Register for TrailheaDX w/promo code TDX17D425CMMTY
● 7/20 - Einstein Analytics for Partners - bit.ly/ISVtechwebinar
● Lightning Workshop (July / August) ask your TE
Summer ‘17 for ISV Partners
Get this deck and replay at the
“AppExchange Partner Tech
Enablement” Chatter Group!

AppExchange Tech Enablement June 2017

Release Resources
Summer’17 Release Notes (HTML)
Summer’17 Release Notes (PDF)
Partner Community: Releases for Partners
ISV Technical Enablement Monthly Webinar

List of Pilots, Betas and Developer Previews
Pilots
● Bulk API V2
● BigObjects Packaging support
● Einstein Analytics - More Connectors
● Packaging Support of BigObjects
● BigObject Deletes & Metadata Edit
● Granular Permissions for Async SOQL
● Field Substitution in TargetValueMap for
Async SOQL
Betas
● Lightning Data Service
● Shield: Compatibility with Flows and
Process Builder
● Shield: Embed Encryption to Lead’s
Personal Identifiable Information
● Salesforce DX
● Sales Cloud Encrypted Lead Fields
● Omni-Channel Utility to the Service
Console
Developer Previews
● Lightning Container Components
● Packaging 2.0
● Federated Search API
● UI API

Cool and High-Impact Features
Cool Features
● Channel Order App 2.0
● Federated Search
● Shield Features
● Salesforce DX
● Big Data
● Platform Messaging
High-Impact Features
● Apex Metadata API
● LockerService Rollout Has Changed
● Reserved Path Prefixes

New Packageable Charts Added
Generally Available
Release Notes
Angular
Gauge
Calendar Heat Map
Parallel Coordinates
Geo Maps
Enhanced Charts with Icons

New Action Framework
Feature Overview
● Configuring Einstein Analytics actions no longer requires
manual dataset XMD file updates
● Enable record links and Salesforce Actions for a dataset
via the “Configure Actions” UI in the Edit Dataset screen
● Configure actions for any dimension listed in dataset XMD
● Includes support for multi-org links
● Easier to configure actions using the Dataset Actions UI
Generally Available
Release Notes

Dashboard Component Available in Community Templates
Feature Overview
● Using the Customer Service (Napili)
template, quickly and easily add Einstein
Analytics Dashboards via a new component
in Community Templates
● To add a dashboard to your community, use
the new Dashboard component in the
Community Builder
● Reduce time needed as you no longer need
to create visualforce page to reference
Analytics dashboard to embed in
communities
Generally Available
Release Notes

New Connectors for Einstein Analytics
Feature Overview
● Connect to external data sources with new connectors
● Connectors for Marketing Cloud, Azure SQL Server, Heroku
Postgres and more…
● Enhanced Salesforce connector
○ Easily load Salesforce Object with 1 level up
○ Pre-selected list of fields
○ Schedule Daily/Weekly/Monthly Story creation
● More options for data connection, more seamless integration
with simple point and click interface
Pilot
Release Notes

LockerService
Feature Overview
● LockerService drives client-side security and supportability
● Includes Javascript Strict Mode, DOM Access Containment,
Restrictions to Global References, Only supported
Javascript APIs, Stricter Content Security Policy
● LockerService Rollout has changed (view next slide for
details)
● Brand new customers’ orgs will have LockerService
auto-enabled
● Partners components will have to be LockerService
compliant
Known Limitations
● ISVs must build components with LockerService in mind,
which is limiting to what partners can and can’t use
Release Notes

LockerService Rollout Plan for Lightning Communities
Generally Available
Summer ‘17 (Jun ‘17) Winter ‘18 (Oct ‘17) ... Winter ‘19 (Oct ‘18)
LockerService
Production
Orgs
Auto-enforced for all component
using API version 40+
Sandbox/DE
Orgs
Auto-enforced for all component
using API version 40+
Content
Security Policy
(CSP)
Production
Orgs
Not available
Critical Update introduced
(Can be enabled/disabled)
Critical update enforced
Sandbox/DE
Orgs
Critical Update introduced
(Can be enabled/disabled)
Critical update enforced

Lightning Console for Service
Feature Overview
1. Lightning Console Split View
2. Drag Files onto Files and
Attachments Related Lists
3. Preview Case Details with Case
Hovers
4. Add the Omni-Channel Utility to
the Service Console (Beta)
Known Limitations
● Only supports one File at a time
(multiselect coming in a future
release).
● Case Hovers only work on Case
Number not on Case Subject
Generally Available

Apex Code Changes
Feature Overview
● Access to non-global Apex methods disabled in managed
packages
● ISVs can no longer access non-global Apex methods from
their Lightning components
Generally Available
Release Notes 1

Event Monitoring
Asynchronous SOQL queries for Login
Forensics
Prevent Identity Fraud in Government
Cloud with Login Forensics
UI Tracking Event Type Retirement
● Filter results on any field in the Login
Event object
● Know every IP used by a given user in
the past 12 month.
● Beyond the Login log and Login history
● Track login information for ten years.
● Summer’17 no data are populated
● Winter ‘18 release it will be removed
completely.
● Use Lightning Event instead of
Salesforce 1 events

Lightning Container Components
Feature Overview
● Host 3rd party apps within a LC
● SPA uploaded as a static resource,
hosted in an iFrame
● Communicate to and from the framed
application with other LCs
● Leverage existing 3rd Party SPA JS Apps
instead of rebuilding them with LC
framework
Known Limitations
● Iframes: Performance and Scrolling issues
● Not designed for multi-page
● Not integrated with navigation history
Developer Preview
Release Notes

UI API
Feature Overview
● Create native mobile apps and custom web apps with your own branding and look and feel.
● A single REST request returns enough metadata, layout information, and data to display, edit, or create a record.
● Develop metadata driven user interface
Developer Preview
Release Notes

Richer Event Data
Feature Overview
● New fields in the Report and Lightning event type log files
● More use cases for Report
● Correlate Lightning and Salesforce1 events with other events
for given user
Known Limitations
● Event Monitoring is customer centric.
Generally Available
Release Notes
Release Notes

Health Cloud Engage
Feature Overview
● Health Cloud now includes Lightning Components that
provide patient and care team members, the ability to pick
care plans, view the related care teams, and track their
task assignments
● Easily customizable components that work in
Communities, Lightning Record Pages, and standalone
Lightning apps
● Now easier for organizations to build community portals to
engage their patients, community clinicians and
caregivers, and employees
Known Limitations
● Built on Community Cloud which offers a web-responsive
experience on mobile devices vs a native mobile app-
causes limitations for being able to send alerts
Generally Available
Release Notes
“Care Team List”
Lightning component
“Care Plan Selector”
Lightning component

Field Substitution in TargetValueMap for Async SOQL
Feature Overview
● Before: TargetValueMap parameter was strictly set to the
Async SOQL query’s job ID
● After: Any field or alias in SELECT clause can be used in
TargetValueMap
● Expand usage of field to include descriptive text or external ID
for upsert
Pilot
Release Notes

Health Cloud Additional Features
Timeline Enhancements Improve Care Coordinator
Organization
Data Model Extension License Enforcement via
Health Cloud PSL
On Timeline, configure and view
multiple fields when hovering
over a record to make it easy for
a user to get additional details
about the record at a glance
Single click on record to open a
sub-tab to view record detail.
Procedures and Procedure
Requests have also been added
to the timeline
Keep patient lists neat and
manageable by letting them
delete obsolete and unwanted
lists
Archived tasks are now available
in the Health Cloud Console to
help care coordinators with
long-term planning and
management
The HC data model has been
enhanced to support tracking
patients’ procedure requests and
completed procedures
Available via the new Procedure
and ProcedureRequest objects
HC has new Custom Objects,
Metadata and changed Health
Cloud Object
HC enforces user licenses to
ensure that only licensed users
can access Health Cloud
functionality; and also to report
license usage to Salesforce
Control permission sets with the
Health Cloud permission set
license and assign a Health
Cloud permission set to each
user
Release Notes
Release Notes
Release Notes 2
Release Notes Release Notes

Social Customer Service (SCS) Enhancements
New Lightning Setup New Compact Feed, Intent and
Actions
Facebook Reviews Support for Professional
Edition
Social Customer Service can now
be enabled and configured from the
Lightning Service Setup.
Login into Facebook and Twitter
using your Social Studio
credentials.
Social Post preview now shows in a
Collapsable View and Intents show
in the expanded view
New intent allows agents to follow
users on Twitter and set up a private
Twitter Direct Message
Conversation.
Agents can now easily view reviews
from Facebook and Reply to them
from the Case Feed.
Now customers using Professional
Edition can support their customers
on Social media without needing to
have API Enabled in their org.
Release Notes
Release Notes
Release Notes
Release Notes Release Notes

Case Management Enhancements
Feed Filters Case Comments Log a Call Publisher Case Assignment
Checkbox in S1
Macros
Pilot
Filters available in
feed-based case page
layouts
This change applies to
Lightning Experience only.
View complete Case
comments in the Case Feed
of Lightning Experience.
Edit or Delete comments
from the Case Comments
Related List
Lightning Experience has a
new Log a Call quick action
optimized for the case feed.
Users of the Salesforce1
mobile app can see the
Assignment checkbox on
cases and leads.
Macros are coming to the
Lightning Experience and
are in pilot for Summer ‘17.

Lightning Knowledge Enhancements
Knowledge is now GA in Lightning, Communities, and Salesforce1!
Import with Record
Types or Files Types
Hover in Sidebar and
Articles Related List
Customize the
Knowledge Record
Home Page
Authoring Actions in
the Sidebar
Search Layouts
Admins can import records
for use in Lightning
Knowledge with Record
Types and Files into the
Files Object (rather than into
File Fields used in Classic
Knowledge only).
A user can hover on the
Lightning Knowledge
Sidebar or Knowledge
related list and see the
article in a hover.
Admins can declaratively
setup a new Knowledge
Record Home FlexiPage
using the App Builder.
Users with authoring
permissions can edit,
publish, and archive from
the sidebar.
Configurable Search
Layouts have been enabled
for Lightning Knowledge.

Lightning Console for Service
Feature Overview
1. Lightning Console Split View
2. Compact Case Feed
3. Drag Files onto Files and
Attachments Related Lists
4. Preview Case Details with Case
Hovers
5. Add the Omni-Channel Utility to
the Service Console (Beta)
Known Limitations
● Only supports one File at a time
(multiselect coming in a future
release).
● Case Hovers only work on Case
Number not on Case Subject
Generally Available

Lightning Sales Console Path Updates Encrypt Lead Fields
Beta
Sales Console is now Generally Available for
Lightning Experience
Supports Person Accounts and can leverage all
the new lightning console improvements
including split view navigation and macros
Valuable because it allows teams to be more
productive and makes the best use of screen real
estate
The utility bar doesn’t support VF pages
Paths are now packageable
Paths can be added to Contracts and Orders to
guide your users through your business processes
Path remembers User’s display preferences
10 Standard fields containing personally
Identifying information (PII) in Lead records are
not encryptable
As with other encrypted object fields, certain
features may not work as expected when fields
are encrypted.

Lightning Sales Console Encrypt Lead Fields
Beta
Sales Console is now Generally Available for Lightning Experience
Supports Person Accounts and can leverage all the new lightning console
improvements including split view navigation and macros
Valuable because it allows teams to be more productive and makes the best
use of screen real estate
The utility bar doesn’t support VF pages
10 Standard fields containing personally Identifying information (PII) in
Lead records are not encryptable
As with other encrypted object fields, certain features may not work as
expected when fields are encrypted.
Release
Notes
Release
Notes

Support for Communities - Lightning Components
Feature Overview
● Custom Components available in Communities
● Use out of the box components or create your own
custom components
● Customers will automatically gain access to select
FSC Lightning components in Community Builder
● ISVs extending FSC can also provide components
that can be exposed via communities
Known Limitations
● Requires customer community plus or partner
communities add-on
Generally Available
Release Notes

Dynamic Branded Login Pages
Feature Overview
● Ability to load a dynamic login page brand based on
who the user is, and/or where the user is coming from,
thereby increasing engagement with external or
community users
● Leverages branding hints now available in Community
● GA in both Lightning Experience and Salesforce
Classic
● Flexible (targeted) styling of user experience using the
provided method that is packageable
Known Limitations
● Requires custom login controller to capture “Experience
ID” passed in Oauth / SAML endpoints
Release Notes

Reserved Path Prefixes
Feature Overview
● New reserved path prefixes: /id/, /idp/, /saml/
● Avoid using these (identity acronyms) prefixes in site and
community paths
● Restriction applies in both Lightning Experience and Salesforce
Classic
● Using reserved prefixes for paths of a site or community will
result in an error
● Recommend changing the path to use a different prefix (if already
in use)
Known Limitations
● If non-compliant paths are not updated, issues may surface when
using multiple authentication endpoints or future endpoints
Release Notes

Integrated Einstein Analytics Lists
Feature Overview
● Convert patient lists in Einstein
Analytics Dashboards to HC
Patient Lists
● Risk Stratification dashboard
packaged with Einstein Analytics
for Health Cloud, usable by any
dashboard that contain patient lists
● Enables a full loop from analyzing
patient risk to proactively
managing patients with highest
risk
Generally Available
Release Notes

Care Plan Enhancements
Multiple Care Plans Care Plans to Fit Patients Control Sort Order of Items in Care Plans
Health Cloud now supports multiple care
plans
Feature is backwards compatible- can
continue to to use single care plans
Unlocks use cases for prospects that have
indicated they cannot use Health Cloud
without multiple care plans
Create custom care plan record types to give
care coordinators flexibility in tracking and
managing their patients by using different
types of care plans
Using custom metadata, you can create
many types of care plans that care
coordinators can apply to their patients and
provide customized care
Care coordinators now have the ability to
specify the order in which problems, goals,
and tasks appear in a care plan.
Specifying the sort order of items within
problems, goals, and tasks, gives increased
visibility because the most critical items in a
care plan are listed first.

Add Topics to Chatter Posts & Comments
Feature Overview
● Add a topic to a Chatter post by simply prepending a hashtag,
just like on the desktop -- #awesome
● Click on a topic to find all related Chatter posts
● Chatter becomes even more useful for your mobile customers
Known Limitations
● ‘Type ahead’ topic suggestions are not available on
Salesforce1
● You will not see your topic ‘linkify’ as you type - but the topic
will become clickable after you submit your post
Generally Available
Release Notes

Marketing Cloud
API Event Entry Source for Journeys Deep Linking for iOS Manage HubExchange Apps Across
Business Units
An API Event Entry Source connects a
Journey to an API Event used to admit
contacts into a Journey
Use the Event Definition Key to connect a
Journey to your API
Contacts entering the Journey are stored in
a data extension
Deep linking allows a link from a Marketing
Cloud email to open directly to an application
on a mobile device instead of opening in the
mobile browser
This offering currently applies to iOS only
Find all of the API Integrations and
Packages across any business unit in your
organization in Installed Packages
Administrators with access to all of the
business units in an account now see the
option to delete or uninstall a package inside
of Installed Packages
March 2017 Release Webinar

AppExchange Tech Enablement June 2017

More Related Content

What's hot (20)

Similar to AppExchange Tech Enablement June 2017 (20)

More from Salesforce Partners (17)

Recently uploaded (20)

AppExchange Tech Enablement June 2017