The 5 Noteworthy Lightning Experience Features in the Salesforce Spring16 Release

Last Updated on November 12, 2017 by Rakesh Gupta

Butterfly16Christmas is here, and with it the Salesforce Spring ’16 ReleaseSpring ’16 release brings us dozens of features! There is a lot of information that comes out around these releases including features, preview videos and lots of release notes pages (#392). Here is a countdown of my top 5 Lightning experience features

1. Write Email and Create Templates More Efficiently From the Composer Window: – With the click of a button, users can pop out a window to compose an email or create a template. Research and multitasking are easier because users can navigate the current record or other Salesforce pages while the window is open. Users can also expand the composer window for more writing room. Within the composer window, the related record is automatically linked to the email. To write an email or create a template in the composer window, start by clicking Email from the Activity tab. From there, click the popout button to open the window (1), where the current record is automatically related (2). If you want more space to write, click the maximize button (3) to expand the window. The expanded window can’t be moved and you can’t navigate to other pages when it’s open.

Compose Email
Write Email

2. Unresolved Items now available in  Lightning Experience: – When Salesforce sends email items it couldn’t assign to records to the Unresolved Items queue, reps can manage those items directly from Lightning Experience. This feature is now also available in Lightning Experience. Unresolved Items helps reps manage items they’ve added to Salesforce using Salesforce App for Outlook, Exchange Sync, and Salesforce for Outlook, or email to Salesforce. 

Unresolved Items

Reps can access Unresolved Items in Lightning Experience from the top of any page by clicking their avatar, and then clicking Settings |Email | Unresolved Items.

 

3. Lightning Experience Now Supports Customer Groups: – Create groups that allow customers and add customers to those groups in Lightning Experience. This feature is available in both Lightning Experience and Salesforce Classic. Before the Spring ’16 , this functionality was supported only in Salesforce Classic. To allow customers in a group, first create a private group and then select Allow Customers in the group settings. Use the Add Member action to add customer users as members. If you don’t see the Add Member action, check that it is included in the group publisher layout.
 
Private Group
Private Group

Users with Chatter Free, Chatter Plus, and Chatter External licenses can now use Lightning Experience.

4. Customize the Navigation Experience for Lightning Experience Users: – Before the Spring ’16 release, everyone had the same navigation menu. Now you can create different menus and tailor the navigation experience for your  various types of users. Create navigation menus to give your users a shortcut to Salesforce features they use most. Have a sales navigation menu that prioritizes the items most applicable to your sales team. Put events, accounts,and organizations at the top. Create one for inside sales with leads, tasks, and contacts first. Give your execs a time-saving navigation menu that contains reports and dashboards at the top and remove the items they rarely use. Keep in mind that your users can always go to the App Launcher to get more objects and apps.

  • To create a custom Lightning Experience Navigation Menus, click on Gear icon | Apps | Navigation Menus
Lightning Experience Navigation Menus
Lightning Experience Navigation Menus

Note :- Keep in mind these considerations when planning to create Lightning Experience custom navigation menus for your org.

  • The Default Lightning Experience Navigation Menu Never Goes Away
  • You Assign Only One Navigation Menu to a User Profile
  • You Can Assign a Navigation Menu to Multiple User Profiles
  • Navigation Menus Can List Up to 100 Items
  • Navigation Menus Respect User Permissions
  • Navigation Menus Can Contain Objects Not Supported in Lightning Experience
Custom Navigation Menus
Custom Navigation Menus

5. Deletion of Custom Lightning Experience Record Pages (Pilot): – In Winter’16, we warned you that pages created as part of the pilot to customize record pages in Lightning Experience would revert to the default page experience. We’re keeping that promise. In Spring ’16, all custom Lightning Experience record pages that you created in the Lightning App Builder in Winter ’16 will be deleted. The pilot for customizing record pages in Lightning experience Developer orgs and sandbox orgs is continuing through Spring ’16. Record pages that you create in Spring ’16 are supported going forward.

—> Still haven’t caught up on the last release (i.e. Winter’16) ? Check out Salesforce Winter16 release quick summary. To see when your org will get the Spring ’16 upgrade, check out the Trust calendar from Salesforce.

I wish you all a Merry Christmas!

AC Christmas                                                                                                                                                                                                                   

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