Salesforce has added another shortcut option to the instant search results dropdown. When you know which object you want to search, start typing the name of the object in the search box. You have the option to limit your search to that object. This change applies to Lightning Experience only.
Search results in drop-down
Lightning Experience is supported by Apple® Safari® version 8.x, 9.x, and 10.x on Mac OS X and Microsoft® Edge for Windows® 10. The most recent stable versions of Mozilla® Firefox® and Google Chrome™ are also supported. Microsoft® Internet Explorer® version 11 is retiring starting in Summer ’16. If you’re using Microsoft® Internet Explorer® versions 9–10, you’re redirected to Salesforce Classic. You can’t access Lightning Experience in a mobile browser.
Salesforce Classic is supported with Microsoft® Internet Explorer® version 8, 9, 10, and 11, Apple® Safari® version 8.x, 9.x, and 10.x on Mac OS X, and Microsoft® Edge for Windows® 10. The most recent stable versions of Mozilla® Firefox® and Google ChromeTM are also supported. Below is the quick summary of Spring’17release from user’s /customer’s
Customer/User’s Point of view: –
1.Filter Questions in Groups in More Ways: – You have more ways to look at questions in your communities and Lightning Experience group feeds. You can already sort questions, now you can filter them, too.
Filter Questions in Groups in More Ways
This feature is available in Lightning Experience and in communities based on the Customer Service (Napili) template.
2. Create Custom Feeds with Chatter Streams: – Now you can put together the information that’s most useful to you in your own custom feeds with Chatter streams. You can create up to five Chatter streams that combine posts from different feeds and different feed types. Combine feeds from people, groups, and records, like your accounts, opportunities, and cases. This feature is new in Lightning Experience.
Custom Feeds with Chatter Streams
You don’t have to follow a person, group, or record before you add it to a stream. You can add 25 unique feeds, records, groups, and people to a stream.
3. Live Comments Are Better Than Ever: – Salesforce enhanced live comments for better usability. For example, an animation now shows you when people are commenting. Right by that animation is a list of up to three people who are actively typing comments. This feature is new in Lightning Experience.
Chatter Live Comments
4. Create Shortcuts to Your Top Salesforce Pages with Favorites: – Favorites let you quickly access important records, lists, groups, dashboards, and other frequently used pages in Salesforce. They’re similar to bookmarks in a web browser but better because your favorites are available no matter which device or browser you use to log into Lightning Experience.
Shortcuts to Your Top Salesforce Pages with Favorites
5. Web-to-Lead: reCAPTCHA Web Form Validation: – You can now improve the quality of your sales teams’ leads with the reCAPTCHA widget. The reCAPTCHA widget requires interested customers to select a checkbox before they can submit an inquiry about your product. Enabling spam filtering lets sales reps focus on actual prospects, and not on spam leads.
Web-to-Lead: reCAPTCHA Web Form Validation
If you want to enable reCAPTCHA for Web-to-lead form then navigate to Setup | PLATFORM TOOLS | Feature Settings | Marketing | Web-to-Lead, and select Enable spam filtering (recommended) checkbox as shown in the following screenshot
reCAPTCHA API Key Pair
If you want to use Google reCAPTCHA then refer this article.
6. Order object is now available in Lightning Experience: – Manage the lifecycle of Orders associated to an opportunity with more bells and whistles in Lightning Experience.
7. Path for Quotes and Custom Objects: – Now you can help your users move faster through your business process by adding Path to your quotes and custom objects. Visually display the steps in a process, highlight key fields, and provide guidance such as handy links, policy information, and tips to users at each step. When setting up a path, choose which of the object’s picklists steps in the path are based on. For example, if you’re creating a path for a custom object called Build Out with picklist fields Percent Complete and Build Stage, choose which field to base your path on. After activating the path, add it to page layout. This change applies to Lightning Experience only.
8. Lead Assignment Rules Visible in Lightning Experience: – You can now see the Lead Assignment checkbox on new leads in Lightning Experience. This change applies to Lightning Experience only. Previously, the Lead Assignment Checkbox wasn’t visible in Lightning Experience.
9. Get More Context with Snippets in Article Top Results: – Excerpts from Knowledge Articles on the Top Results page help you to find what you’re looking for faster. Top Results shows the best matches for your most frequently used objects. It’s also the first page users land on when performing a Salesforce search. This change applies to Lightning Experience only.
Top Results
10. View Dashboards as Other People in Lightning Experience: – You can now create the dynamic dashboard in Lightning Experience or set view dashboard as specified user in Lightning Experience.
Dynamic dashboard
11. Move Dashboards Between Folders in the Lightning Experience Dashboard Builder: – If your org is using Enhanced Analytics Folder Sharing for Reports and Dashboards, folders govern who has access to the reports and dashboards saved inside. To move a dashboard from one folder to another, open the Properties menu in the Lightning Experience Dashboard Builder.
Move Dashboards Between Folders
Funnel and scatter charts are now available in the dashboard component editor. Use a funnel chart to show relative measured amounts by stage.
12. Subscribe to Reports in Lightning Experience: – You can now subscribe to reports in Lightning Experience. Subscribe to up to five reports and receive refreshed report results by email on a schedule you set: daily, weekly, or monthly.
Subscribe to Reports
13. You can now allow your marketing users set up and manage the campaign member status values for each campaign when you add the Campaign Member Statuses related list to Campaign page layouts. This change applies to Lightning Experience and all versions of the Salesforce1 mobile app.
14. Salesforce bringing more power to Chatter in Lightning Experience, including the ability to invite external users to your groups. Simply add external users to groups with their email addresses.
15. List Views in Lightning Experience Default to the Last One Viewed: – No longer do you see that pesky Recently Viewed list every time you navigate to a list view in Lightning Experience. Instead, the list view you worked with last on that page is the one you see when you return to the page.
16. Add Salesforce Files to a Record from the Related List in Lightning Experience: – You can now attach Files to a record, right from the files card. No Chatter? No problem! You can attach Files Connect files and library files too. This change applies to Lightning Experience only. Previously, to attach a file from Salesforce to your record, you had to post it in the record’s Chatter feed. Now, in Lightning Experience and communities, you can attach Salesforce files to a record as easily as a local file.
Add Salesforce Files to a Record
Developer Point of view: –
1. Assign Record Pages by App, Record Type, and Profile: – Now you can customize your users’ experience even more granularly by creating custom record pages and assigning them by app, record type, and user profile. Give your sales managers a different view of opportunities than your sales reps.
When you activate a custom record page in the Lightning App Builder, you now have few options activate a page as the org default, app default, or for the most granularity, assign it to a combination of apps, record types, and profiles all in one place.
Assign a Custom Record Page
2. Customize Your Lightning Pages Even More with New Templates: – You now have more templates to choose from, increasing your page design options. There are three app page templates and five record page templates. The app page templates adjust dynamically between Lightning Experience and Salesforce1. The record page templates are supported in Lightning Experience only.
The new app page templates are:-
- Header and Left Sidebar—Full-width header above a left sidebar and main column. On a tablet in portrait orientation, the columns below the header are equal width.
- Header and Three Columns—Full-width header above three equal-width columns. On a tablet in portrait orientation, the first column becomes the main column with the other two regions stacked in a right sidebar.
- Header and Two Columns—Full-width header above two equal-width columns.
Lightning Pages Even More with New Templates
3. Add the Related Record Component to Your Lightning Pages: – Now you can give your users the record details they need most. Use the Related Record component to customize your Lightning pages and display the details of a related record, including the parent record, on any record page. This feature is new in Lightning Experience. For example, display associated contact on a case or show the details of a case’s parent case.
Related Record Component properties in Lightning App Builder
4. Display Pending Approval Requests on Home Pages: – Now onwards you can use the new Items to Approve component to display approval requests that your users haven’t responded to yet. This component is supported only on Home pages. This change applies to Lightning Experience only.
5. Processes Can Execute Actions on More Than One Criteria: – Streamlined the icons in Process Builder to match the rest of Lightning Experience and are piloting support for encrypted data. This feature is available in both Lightning Experience and Salesforce Classic.
A)Process Builder Has Updated Icons: – The next time you open Process Builder, check out our new icons. To match it with Salesforce Lightning Design System Salesforce swapped out the old ones.
Process Builder Has Updated Icons
B) Access Encrypted Data in Process Builder (Pilot): – Process Builder now supports encrypted fields, except in filters, like in the Update Records action.
6. Visual Flow Enhancement: – There are several enhancements in Visual workflow, those are followings
A)Run Flows with a Lightning Skin (Generally Available): – Have you ever wanted your flows to look better, similar to Salesforce Lightning Experience? If yes then navigate to Setup | Build | Create | Workflow & Approvals | Process Automation Settings and select Enable Lightning Runtime for Flows (Beta) checkbox. After this when you launched from a URL or Setup use the Lightning runtime experience instead of the classic runtime experience.
Run Flows with a Lightning Skin
B) Embed Your Flows in Lightning Pages (Beta): – You can now add flows to any Lightning Page – App pages, Record pages, and Home pages alike. All Lightning Pages are available in Lightning Experience (and App pages are available in all versions of the Salesforce1 mobile app). Your flow might need the ID of the record that it’s operating on, Record pages send the ID to your flow automatically if you have the correct Text input variable configured.
Embed Your Flows in Lightning Pages
C) Display Flow Screens in Two Columns (Generally Available): – When you build flows that collect lots of information, their screens can render as a never-ending skinny column of fields. Break up the layout of those screens by rendering specific flows in two columns. This feature is available in Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.
Two Columns Flow
D) Customize the Look and Feel of Flow Interviews (Pilot): – You can now use the REST API to customize the flow run-time experience to your heart’s desire. For example apply your company’s branding, Create two-column layouts, Create choice buttons, etc.
E) Dynamically Update Flow Screen Fields (Pilot): – You can now use field rules to control when to show or hide particular screen fields. Turn your flows into guided UIs that respond to users’ inputs and selections. Save your users time by showing only what they need when they need it. This feature is available in Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app. However, it takes effect only for flows that use Lightning runtime.
Dynamically Update Flow Screen Fields
F) More Context for Flow Error: – Some of the messages you see when a flow fails are error codes that are generated by the API, Apex, or another service. To help you make sense of these error codes, Salesforce cleaned up some common messages and added links to relevant documentation. For example, Let’s say your flow tries to create an opportunity without a value for Close Date, which is a required field. Compare the error messages.
INSERT — INSERT FAILED — ERRORS : (REQUIRED_FIELD_MISSING) Required fields are missing: [CloseDate]
Spring’17
This error occurred when the flow tried to create records: REQUIRED_FIELD_MISSING: Required fields are missing: [CloseDate]. For details, see API Exceptions.
G) Enforce Field-Level Security for All Flow Operations: – Now it is possible to enforce field-level security for all flow operations. For example, if the running user doesn’t have edit access to one of the fields, the flow fails, and you receive an email with details about why it failed. For Fast Create and Fast Update elements, you choose whether to enforce field-level security or ignore inaccessible fields. This change applies to both Lightning Experience and Salesforce Classic.
To control the behavior, toggle the Filter Inaccessible Fields from Flow Requests preference on the Process Automation Settings page in Setup. If your org was created in Winter ’17 or earlier, the preference is enabled by default; otherwise, the preference is disabled by default. Refer the following table to see how change impacts your flows.
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When Filter Inaccessible Fields from Flow Requests is
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Not Selected (Recommended)
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Result when the running user doesn’t have edit access to all fields
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The operation partially succeeds.
The flow filters read-only fields out of the operation. The fields that the user can edit are updated. The fields that the user can’t edit aren’t updated. The flow doesn’t execute the fault path.
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The operation fails.
No fields in operation are updated. The flow executes the fault path if there is one.
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Notification when one or more fields aren’t updated
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No notification is sent to the user or admin to indicate that some fields weren’t updated.
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The admin receives a flow error email with full details.
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Compared to Record Create and Record Update elements
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