Release 40 of 68 · June 2017 · API 40.0
Salesforce Summer ’17 release notes
LockerService enforced, Platform Events go GA
- Documented changes
- 630
- 71 more than Spring ’17
- AI-related
- 28
- 4% of the release
- In beta or pilot
- 76
- Retirements
- 17
What it brought
LockerService, a critical update since Summer '16, is now enforced for all orgs, so Lightning components run isolated under stricter rules. Platform Events are generally available as an enterprise messaging layer for publishing and subscribing to custom notifications. Einstein Vision goes GA with a free monthly prediction allowance, and Einstein now spans 28 notes covering lead scoring, automated contacts and recommendations. Salesforce DX is in beta with scratch orgs, second-generation packaging and an open-source Visual Studio Code extension pack. Stay-in-Touch Requests are officially retired.
- Now enforced everywhere
- LockerService for all orgs
- Promoted to GA
- Platform Events
- AI milestone
- Einstein Vision generally available
- New dev tooling (beta)
- Salesforce DX tools for VS Code
- Officially retired
- Stay-in-Touch Requests
By capability
By product
Capabilities and change types are Jev’s categories; products come from Salesforce’s own headings. How the notes were categorized
Retirements and deprecations
- Say Goodbye to Advanced Email Matching to Opportunitiesp. 123
- Retirement for Microsoft® Outlook® 2007 Is Approachingp. 177
- Other Changes in the Sales Cloudp. 179
- Cloud Scheduler Is Being Retiredp. 181
- Data.com Account Data Assessment to Be Retiredp. 184
- Stay-in-Touch Requests Enter Retirementp. 184
- Enjoy Profile-Based Access to Field Service Featuresp. 218
- Koa and Kokua Templates No Longer Available for New Communitiesp. 373
- Case Detail Page Variation and Components to Retire Summer ‘19p. 377
- Legacy Charts in Salesforce1 Will Retire in Spring ’18 (Phased Retirement)p. 437
- Salesforce Mobile Classicp. 441
- Deprecating loginURL Query Parameterp. 499
- SAML Signing Certificate Is Being Retiredp. 501
- Prepare Your Org for UI Tracking Event Type Retirementp. 512
- Deprecated useAppcache Attribute in aura:applicationp. 532
- Deprecated locale Parameter in AuraLocalizationService JavaScript API Methodsp. 532
- Supported CometD Versions for Streaming APIp. 602
Every note in Summer ’17
By product, in the order of the PDF. Each title links to its page in Salesforce’s release notes.
Sales Cloud118
- Lightning Experience Resourcesp. 109
- Einstein High Velocity Salesp. 111
- Make Data Entry a Breeze with Einstein Automated Contactsp. 114
- Assess Your Sales Cloud Einstein Readinessp. 112
- Einstein Automated Contactsp. 113
- See More Relevant Activities with Smart Email Matching (Beta)p. 115
- Set Up Einstein Automated Contactsp. 115
- See More Relevant Activities on Opportunities with Date Matchingp. 116
- Assign Leads and Create Processes Based on Scorep. 120
- Select Default Activity Sharing for New Usersp. 117
- Einstein Lead Scoringp. 117
- Stay Up to Date on Accounts with More Types of Insightsp. 121
- See Which Lead Field Values Affect Conversion Rates Mostp. 118
- See Insights for Records You Followp. 122
- Access More Opportunity Insightsp. 122
- Bring Back Insights That Were Mistakenly Dismissedp. 122
- Keep Related Files and Records When Reps Convert Leadsp. 124
- Say Goodbye to Advanced Email Matching to Opportunitiesp. 123
- Encrypt Sensitive Lead Fields (Beta)p. 125
- See Account Hierarchy Details on the Same Pagep. 126
- Relate Accounts to Leads Faster with Account Matchingp. 125
- Add Account Team Members with Accuracyp. 126
- Add Members to Campaigns from Reports in Lightning Experiencep. 128
- Add Members to Campaigns from Accountsp. 129
- See Which Campaigns Accounts Are Responding Top. 127
- Track Campaign Field Historyp. 130
- Other Changes to Campaignsp. 130
- Collaborative Forecastsp. 131
- Jump to Today’s Date With One Clickp. 132
- Change Opportunity Forecast Categories in Lightning Experiencep. 133
- Build Success with Path on Contracts and Ordersp. 135
- Decide How Path Displaysp. 135
- Contactsp. 135
- Use the API to Relate an Existing Opportunity During Lead Conversionp. 125
- Package Pathp. 135
- Create Contacts Quicker from Account Recordsp. 137
- Pathp. 134
- Newsp. 138
- Productivity Featuresp. 139
- Lightning Voicep. 141
- Show Who Reports to Whom from Contact Pages in Lightning Experiencep. 136
- See Opportunity Stage History in Lightning Experiencep. 132
- Sales Consolep. 140
- Organize Calls with a Call List (Generally Available)p. 142
- Lightning Voice Is Now Lightning Dialerp. 142
- Send Prerecorded Voicemail Messagesp. 143
- Mute Your Microphone During Callsp. 144
- Set Up Lightning Dialer with Easep. 145
- Make Calls from Numbers in Reportsp. 145
- Update Your Classic Letterhead Email Templatesp. 148
- See and Do More with the Pop–Out Email Composerp. 148
- Create Tasks and Activities with New Buttonsp. 150
- Stay on Top of Things with the Updated Activity Timelinep. 149
- Make Friends with the Updated Activity Composerp. 150
- Use Your Classic Email Templates in Lightning Experiencep. 146
- Get the Kanban View for Knowledge and Social Personap. 153
- Delete Charts from List Viewsp. 151
- Activitiesp. 148
- See and Edit Your Email Signature as You Writep. 148
- Navigate List Views with Your Keyboardp. 152
- Summarize by Numeric Fieldsp. 154
- Group the Kanban View by Ownerp. 154
- Identify Cards That Reps Can’t Updatep. 154
- Convert Old Notes to Lightning Experience with the Salesforce APIp. 156
- Share Notes and Add Them to Records with Easep. 155
- Person Accounts Show All Notes in Related Listsp. 157
- Turn Off Feed Tracking for Notesp. 156
- See Assistant Updates in a New Wayp. 159
- Homep. 158
- Upcoming Events Are Now Today's Eventsp. 160
- Detect Duplicates Across Contacts and Leads Using Standard Rulesp. 161
- Handle Potential Duplicates More Easily in Lightning Experiencep. 163
- Get a Free Assessment Before Investing in Data Packagesp. 164
- Relate Emails You’re Composing to Salesforce Recordsp. 167
- Calendarp. 158
- Gain Speed and Consistency with Lightning Email Templatesp. 167
- Stay Logged In to Lightning for Gmailp. 168
- Lightning for Gmailp. 166
- Lightning Sync for Googlep. 168
- Surface Duplicates Across Objects in Lightning Experiencep. 162
- Keep Salesforce Events Up-to-Datep. 168
- Group Data Points on the Performance Chartp. 159
- Data Qualityp. 160
- Sync Contacts Between Salesforce and Google Contactsp. 169
- Select Which Google Calendar Events Sync to Salesforcep. 170
- Stay More Productive with Lightning Sync (Generally Available)p. 170
- Choose Which Attachments Are Keepersp. 173
- Google® Contacts and Events Sync More Frequentlyp. 171
- Identify Emails Related to Salesforce Records Easilyp. 174
- Rev Up Productivity with Enhanced Emailp. 174
- Sync Events in Both Directions Between Microsoft® Office 365® and Salesforcep. 175
- Pin Lightning for Outlook to Make Efficiency Popp. 172
- Invite, View, Manage, and Sync Meeting Attendees on Salesforce Eventsp. 176
- Microsoft® Contacts and Events Sync More Frequentlyp. 176
- Critical Upgrade Required to Continue Using Salesforce for Outlookp. 177
- Extended Mail Merge Supports Microsoft® Word .docx Filesp. 179
- Give Up Manual Upgrades by Migrating to Lightning for Outlook and Lightning Syncp. 178
- Retirement for Microsoft® Outlook® 2007 Is Approachingp. 177
- Other Changes in the Sales Cloudp. 179
- In Hierarchies, Only Parent Records Are Displayed with Icon for Expanding Rowp. 181
- Set Up Extended Mail Merge from Salesforce Classic Without a Call to Customer Supportp. 179
- Make It Easier to Create Ordersp. 181
- Cloud Scheduler Is Being Retiredp. 181
- Add and Edit Multiple Order Productsp. 181
- Email Quote PDFs with One Clickp. 182
- Determine Which Order and Order Product Fields Appearp. 182
- Duplicate Management Setup Items Consolidatedp. 183
- Ineffective Matching Rules Can’t Be Activatedp. 183
- Data.com Account Data Assessment to Be Retiredp. 184
- Preview Quote PDFs in Firefoxp. 182
- Manage Prospect Assignments from Engagement Programs via Salesforce Queuesp. 185
- Person Accounts Show All Cases in Related Listsp. 182
- Data.com Tab to Be Available Only to Prospector Customersp. 183
- Data.com Prospecting Insights in Lightning Separated from News Componentp. 183
- Stay-in-Touch Requests Enter Retirementp. 184
- Check Scoring Category Scores in Engagement Programsp. 185
- Track and Report on Your Team’s Engage Emailsp. 185
- Adjust Scoring Category Scores Based on Prospect Activityp. 185
Service Cloud71
- Service Consolep. 188
- Servicep. 185
- Lightning Experience Readiness Reportp. 187
- More Lightning Service Setup Flows (Beta)p. 190
- Streamline Support for Customers with Community 360 (Pilot)p. 192
- Supercharge Your Productivity in the Lightning Service Console Appp. 188
- Less Is More—the Compact Case Feedp. 194
- Filter Your Case Feed in Lightning Experiencep. 195
- View, Create, Edit, and Delete Case Commentsp. 196
- Send Snazzier Emails with a Better Rich-Text Toolbarp. 198
- See Email Attachments in the Case’s Attachment Related Listp. 197
- The Send Email Quick Action Is Renamed Emailp. 199
- One-Stop Shop for Lightning Knowledge Setupp. 202
- Take Action with Knowledge Articles in the Sidebarp. 203
- Reply to Social Posts in the Case Feedp. 201
- View Knowledge Articles, No Clicks Neededp. 203
- No Files Left Behind with Lightning Knowledgep. 205
- A Record Home of Your Own—Configure Lightning Knowledge Record Homep. 204
- Log a Call Action Available for Lightning Experiencep. 200
- Knowledgep. 201
- Move Them in, Move Them out: Import and Export with Record Typesp. 206
- Find What You Need with Search Layouts in Lightning Knowledgep. 206
- Get Answers on the Go With Knowledge Articles in Salesforce1p. 206
- Check Out New Derived Fields for Knowledgep. 207
- Query Quickly with Updates to SOQL Queries for Knowledge Article Version (KAV)p. 207
- Create Engaging Articles with Enhancements to the Lightning Knowledge Rich Text Editorp. 205
- Set Up Knowledge in the Lightning Service Setupp. 207
- Considerations for Lightning Knowledgep. 207
- Search by Attached Files to Find Articles Fasterp. 208
- Omni-Channelp. 209
- Route Work to Agents in Lightning Experience (Beta)p. 209
- Find the Right Article for a Case with Higher Character Limitsp. 208
- Use an External Routing Implementation with Omni-Channel (Beta)p. 212
- Lightning Knowledge Shows Knowledge, Not Articlesp. 206
- Get Ahead of the Game with Preventive Maintenancep. 213
- Manage Your Mobile Workforce with Time Sheetsp. 217
- Optimize Scheduling with the Field Service Lightning Managed Packagep. 218
- Enjoy Profile-Based Access to Field Service Featuresp. 218
- Get the Right Tool to the Job with Parts Requests and Stock Transfersp. 214
- Resource Absences Can Now Overlapp. 219
- Do More with Field Service in the Process Builderp. 219
- View Work Orders Based on Location in iOSp. 221
- Bring the Schedule Screen Under Control in iOSp. 221
- Dependent Picklists Supported in iOSp. 222
- New Branding Options and Geolocation Accuracy in the Field Service Mobile Settings Page for iOSp. 221
- Multi-day Appointments in iOSp. 223
- Social Customer Servicep. 223
- Finalizing Jobs Is More Reliable in iOSp. 221
- Good News, Android Lovers! The Field Service Lightning Mobile App for Android Is on the Horizon (Beta)p. 223
- Community Users Gain Access to the iOS Appp. 222
- Get Social Customer Service in Professional Editionp. 224
- Do More with Facebook Postsp. 224
- Do All Your Socializing in Lightning Experiencep. 226
- Boost Productivity with New Twitter Actions in the Redesigned Case Feedp. 226
- Snap-ins for Webp. 227
- Get the Big Picture with Attachments in the Case Feedp. 227
- Add Snap-ins to Your Lightning Communitiesp. 229
- Say Goodbye to Dropped Chats for Wandering Visitorsp. 232
- Supply Notifications and Chat Options in an Informational Chat Window Headerp. 232
- Let Agents Call for Backup with Chat Transferp. 235
- Speak the Language: Customize and Translate Labels for Chat Visitorsp. 241
- Help Your Agents Get More from Chat Visitors with File Transferp. 238
- Don’t Make Agents Wait for a Long-Lost Chat Visitorp. 242
- Your Chat Visitors Can Save Their Chat Transcriptsp. 243
- See Visitor Information with Incoming Chatsp. 245
- Resize Your Chat Window and Fontp. 244
- Use Pre-Chat APIs to Send Nonstandard Pre-Chat Detailsp. 245
- Upgrade Your Snap-ins Chat Code Snippet to Use More Chat Featuresp. 246
- Direct Chat Visitors to Other Resourcesp. 243
- Bye-Bye, Send Button!p. 246
- Snap-ins for Mobilep. 246
Marketing Cloud1
- Marketingp. 622
Industries22
- Access Financial Services Cloud in Communitiesp. 446
- Create an Individual with the Client Profile Builderp. 446
- Build a Digital Portal for Independent Advisors with Lightning Componentsp. 445
- Take Action in Einstein Analytics for Financial Services Cloudp. 447
- Unlock Member Details on Relationship Groupsp. 448
- Configure Account and Contact Informationp. 448
- Let the Last Name Be Firstp. 448
- Assign a Permission Set Licensep. 449
- Create Concurrent Care Plansp. 450
- Access the Care Team in Communitiesp. 453
- Give Care Team Members Access to Care Plans from the Communityp. 453
- Give Care Team Members Access to Tasks from the Communityp. 454
- Control the Sort Order of Items in Care Plansp. 456
- Send a Patient List from the Analytics App to Health Cloudp. 454
- Create Care Plans That Fit Your Patientsp. 456
- Get Timeline Details at Your Fingertipsp. 457
- Procedures and Procedure Requests Added to the Timelinep. 457
- Add Visualforce Page Access to Console Usersp. 459
- Delete Patient Listsp. 458
- Health Cloud Has New Custom Objectsp. 459
- Archived Tasks Are Available in Health Cloud Consolep. 458
- Changed Health Cloud Objectp. 460
Experience Cloud62
- Critical Update Activation: LockerService in Communitiesp. 350
- Announcing Partner Central—The New Partner Community Solutionp. 351
- Community 360 Empowers Support Agents to Better Help Customers (Pilot)p. 356
- Connect Your Content Management System (CMS) to Your Community (Beta)p. 352
- Protect Your Secrets by Adding a Login Form to Your Websitep. 356
- Get More Criteria-Based Audiencesp. 355
- Move Communities Between Orgs with Change Setsp. 357
- Extended Deadline for TLS 1.0 Disablement in Communitiesp. 350
- Lightning Boltp. 359
- Upgrade Community User Licenses in a Blinkp. 357
- Get More Out of Communities with Community Workspacesp. 360
- Stay on Top of What Happens in Your Communities with Global Notificationsp. 362
- Easily Switch Between Your Salesforce Org and Communitiesp. 361
- Analyze and Improve Community Performance (Developer Preview)p. 365
- Simplify Your Style with Centralized Branding Propertiesp. 363
- Improve SEO Results by Setting Your Preferred Domainp. 370
- Components—Use ’Em Where You Need ’Emp. 369
- Koa and Kokua Templates No Longer Available for New Communitiesp. 373
- Organize Your Community’s Top Articles by Topicp. 374
- Include Topics and Feeds in Community Global Search Resultsp. 373
- Search and Sort Specific Feeds in Communitiesp. 375
- Refine Your Content with a Streamlined Rich Content Editor and Dedicated HTML Editorp. 371
- Assign Topics Automatically to Articles in Communitiesp. 375
- Help Customers Discover and Interact with Content Using the Improved Article Detail Pagep. 377
- Add the Language Picker to Any Lightning Community Pagep. 377
- Case Detail Page Variation and Components to Retire Summer ‘19p. 377
- Use the Snap-ins Component to Add Live Agent to Lightning Communitiesp. 378
- Set Up a Community in Lightning Service Setupp. 378
- Take Action on Files from the Related Listp. 379
- Files in Lightning Communitiesp. 378
- Add Multiple Files to Librariesp. 380
- Chatter in Lightning Communitiesp. 381
- Sort Discussion Global Search Results by Relevancep. 383
- Filter Community Groups to Show Unread Postsp. 383
- New Editor Brings Better Topics, Mentions, and Commentsp. 383
- Unshare a File in Communitiesp. 380
- Share Posts with a Community Groupp. 384
- Create a Report on the Top 100 Feed Item Viewsp. 384
- Direct Messages Has Better Membership Management and Navigationp. 385
- Poll Your Communityp. 385
- Add App Launcher and Notifications Components to Lightning Components in Communitiesp. 387
- Get and Do More with Group Tilesp. 386
- Manage Group Members in One Placep. 386
- Change Your Email Notifications While in Your Groupp. 386
- Integrate Your Custom Apps into the Chatter Publisher (Pilot)p. 388
- Track Community Activity with New Participation Reportsp. 391
- Keep Track of Community Health with the Service Community Scorecardp. 390
- Create a Custom Report Type to See Click-Through Rates for Related Articlesp. 391
- Mark the Sentiment of Your Feed Posts and Comments (Pilot)p. 392
- Detect Spam with Einstein (Pilot)p. 392
- Embed Wave Analytics with the Wave Dashboard Componentp. 392
- Take Action from the Flagged Discussions Moderation Queuep. 393
- Object Detail Pages Now Redirect to SEO-Friendly URLsp. 397
- Lightning Knowledge Is Now Supported in Communitiesp. 397
- Mass Actions Available for External Membersp. 397
- More Accurate Label on Administration Preference in Community Workspacesp. 398
- The Moderation Perm for Direct Messages Has Changedp. 398
- Use More Rel Attribute Values in Head Markupp. 397
- The Builder Link Is Back!p. 398
- Manage External Users Permission Allows Account Mergesp. 399
- Customer Community Plus Users Can Change Case Statusesp. 398
- Take Action on Files Right from the Feedp. 379
Chatter & Collaboration36
- Use Topics to Organize Your Content in Chatterp. 400
- Discover People to Follow and Groups to Joinp. 401
- There Are Lots of Shiny New Features for Streamsp. 403
- Use a Record’s Follow Action to Add It to a Streamp. 405
- Get a Richer Experience with the New Editor in Chatterp. 407
- Company Highlights Is the Default Feed for New Usersp. 409
- Feedsp. 402
- Filter Groups to Show Unread Postsp. 409
- The What I Follow Feed Gets Some New Filtersp. 410
- Is Your Post Reaching the Right People?p. 411
- Sort Feed Global Search Results by Relevancep. 408
- Share a Post with a Group in Lightning Experiencep. 412
- Filter a Profile to See a User’s Postsp. 409
- Encryption for Chatter Gets Updates (Pilot)p. 413
- Manage Members with Easep. 414
- See Who’s Most Active in Chatter with the Top Users Reportp. 416
- Create New Groups from Chatter Homep. 414
- User Profilesp. 415
- Get Group Info (and Even Join) in the Tile Viewp. 415
- Identify External Users at a Glancep. 416
- Consciously Uncoupling: Libraries and Contentp. 418
- Customize the Files Detail Pagep. 419
- Flaunt Your Vacation with Out-of-Office Messages for Your Profile (Pilot)p. 416
- Updates to Librariesp. 419
- See Group Email Notifications on the Group Pagep. 414
- Share Public Links to Your Filesp. 420
- Get Better Performing, More Secure Content Previews with Lightning Delivery Playerp. 422
- Right-Click to Open a File in a New Tabp. 423
- Unshare a Filep. 422
- Validation Rules Improve File Datap. 420
- Drag Files onto Files and Attachments Related Listsp. 423
- Convert Attachments to Filesp. 424
- Files Transfer to Related Records Automatically When Leads Are Convertedp. 424
- Enjoy More Room for Filesp. 426
- Authenticate Effortlessly to External File Sources in Salesforcep. 425
- Filesp. 417
Mobile19
- Updated Salesforce1 Requirementsp. 432
- New Search Experience in Salesforce1 for Androidp. 434
- Access the Salesforce1 Mobile Appp. 430
- Navigate Easily to Person Accountsp. 436
- Tag Posts and Comments with Topicsp. 437
- Legacy Charts in Salesforce1 Will Retire in Spring ’18 (Phased Retirement)p. 437
- Get More Information About Records Before You Tapp. 435
- Sort Feed and Discussion Global Search Results by Relevancep. 437
- Poll a Community from Your Mobile Devicep. 437
- Summer ’17 Features That Are Different or Not Available in Salesforce1p. 437
- Salesforce1 App Development Overviewp. 439
- Find Your App Version in Salesforce Authenticatorp. 440
- Check Your Lightning Experience Readiness with SalesforceAp. 441
- Salesforce Mobile Classicp. 441
- Kick Off Optimizer with SalesforceAp. 442
- Get More Reminders to Keep Your Authenticator Account Backups Currentp. 439
- SalesforceA Connected App Splits into Twop. 443
- Supported Devices and Installing Salesforce Chatterp. 444
- What's Available in Salesforce Chatterp. 444
Analytics54
- Add Dashboard Filters in Lightning Experiencep. 250
- Find Reports More Easily While Adding or Editing Dashboard Componentsp. 250
- Add Combination Charts to Dashboards in Lightning Experiencep. 251
- Subscribe Other People to Reportsp. 252
- Reports and Dashboardsp. 249
- Create Report and Dashboard Folders in Lightning Experiencep. 253
- Set Up Einstein Discoveryp. 258
- Einstein Analytics, the New Name for Wave Analyticsp. 256
- Bring Your Data into Einstein Discoveryp. 259
- Other Enhancements to Reports and Dashboards in Lightning Experiencep. 254
- Display Einstein Discovery Recommendations in a Salesforce Objectp. 264
- Find the Stories Buried in Your Datap. 260
- Experience Wave Via Streamlined Pathways for Business Users and Buildersp. 265
- Share or Export the Storyp. 264
- Include Lenses in Your Wave Appsp. 266
- Better Understand Your Data Through Visualizationsp. 261
- Dig Deeper into the Datap. 263
- Get Notified About Changes to Any Dashboard Widgetp. 267
- Track and Manage Notifications on Your Wave Home Page like a Prop. 268
- Delete a Dashboard from Its Tile or List Viewp. 269
- Reach the Heights of Productivity with the New Explorerp. 270
- Access More Wave Charts and Configure Them in More Waysp. 273
- Tailor the Results to the User Viewing the Dashboardp. 287
- Run Your Dashboards Faster with the Dashboard Inspectorp. 284
- Wave Designer Labels Have Changedp. 289
- Work Smarter in the Data Managerp. 293
- Show Totals and Maximize the Display in Tablesp. 287
- Create Dataflows with Clicks, Not Codep. 302
- Connect to External Data with Clicks, Not Code (Generally Available)p. 295
- Get Familiar with Dashboard JSON Changes for Wave Designerp. 289
- Extract Replicated Data with the Digest Transformationp. 307
- Learn About Changes to Dataflow Limitsp. 309
- Enable New Fields for Replication with Easep. 309
- Create Datasets, Avoid Clutterp. 317
- Add More Flavor to Your Data with New Recipe Ingredientsp. 310
- Learn About Dataflow Validation Enhancementsp. 308
- Get On Track with the Flexible Schedulerp. 314
- Use Your Salesforce Sharing Settings in Wavep. 318
- Enable Actionable Insights with Clicks Not Codep. 321
- Embed Wave Dashboards in Communities the Easy Way with Community Builderp. 328
- Define Richer Widget Interactions with Enhanced Bindings Supportp. 326
- Embed Trending Dashboards into Lightning Reportsp. 330
- Delete Inactive Trending Dashboardsp. 330
- Lenses Added to Sales App Give You Fine-Grained Data Insightsp. 332
- Sales Analytics: Smarter Selling and Sales Process Optimization, Now Faster than Everp. 335
- Introducing Field Service Analyticsp. 337
- Optimize Sales Processes With the Latest Sales Wave Dashboardp. 338
- Experience the Latest Wave for iOSp. 340
- Keep Your Team Productive and Customers Happy with New Service Wave Dashboardp. 339
- Updates to the REST APIp. 343
- Query your Dataset with the Wave Apex SDKp. 344
- Introducing Wave Templatesp. 342
- Communicate with Wave Dashboards Using the Web SDKp. 346
- Get the Latest for Wave Analytics for Androidp. 342
Einstein & Agentforce1
- Salesforce Einsteinp. 106
Platform165
- General Enhancementsp. 86
- Searchp. 87
- Google Integrationp. 91
- Microsoft® Integrationp. 92
- Chatterp. 96
- Communitiesp. 97
- Business Logic & Process Automationp. 99
- Salesforce Connectp. 98
- Sales Features: Lightning Experience Considerationsp. 101
- Security and Identityp. 100
- Sales Productivityp. 89
- Reports and Dashboards: Lightning Experience Considerationsp. 105
- Productivity Features: Lightning Experience Considerationsp. 102
- Core Salesp. 88
- Customer Service Features: Lightning Experience Considerationsp. 103
- Chatter: Lightning Experience Considerationsp. 105
- Navigation and Actions: Lightning Experience Considerationsp. 106
- Communities: Lightning Experience Considerationsp. 105
- Security: Lightning Experience Considerationsp. 106
- Customizationp. 460
- Power Up Your Lightning Pages with the Flow Component (Generally Available)p. 461
- Personalize Home and Record Pages with Einstein Recommendationsp. 461
- Add a Launch Pad for All Your Third-Party Apps on Your Home Pagesp. 462
- Setupp. 463
- Open More Tabs from Setup with Right-Clickp. 464
- Find Your Way to Object Manager More Quicklyp. 464
- Efficiency Features at Your Fingertips in Setupp. 465
- Rich Text Editors for Custom Fields Get a New Lookp. 466
- Disable Lookup Record Preview in Lightning Experience for Accessibilityp. 471
- Show Custom Apps in Lightning Experiencep. 470
- Block Execution of JavaScript in the HYPERLINK Function (Critical Update)p. 471
- Delegated Admins: View and Assign Public Groups with More Easep. 471
- Supported Languages Changed and Addedp. 471
- View Approval Commentsp. 473
- Reassign Approval Requestsp. 472
- Recall Submitted Approval Requestsp. 473
- Embed Your Flows in Lightning Pages (Generally Available)p. 474
- Launch Flows in Lightning Runtime from Buttons, Links, and Custom Tabsp. 475
- Redirect Flows That Render in Lightning Runtimep. 476
- Customize the Look and Feel of Flow Interviews with the REST API (Pilot)p. 479
- Now You See Me, Now You Don’t: Dynamically Update Flow Screen Fields (Pilot)p. 477
- Separate Data in Your Import Filep. 481
- Get Extended Error Details for Flows in the Tooling APIp. 478
- Access Encrypted Data in Your Flows (Beta)p. 478
- Search for Fields When Mappingp. 480
- The Handling of Errors During Import Has Changedp. 481
- Track Time with the New Time Field Type (Pilot)p. 483
- Define Default Values at the Field Levelp. 483
- Promote Your Picklist Fields to Global Value Setsp. 484
- Match Look-Up Fields with an External IDp. 481
- Session-Based Permission Sets Are Generally Availablep. 486
- Create More Permission Sets in Professional Editionp. 487
- Global Value Sets Get Higher Limitsp. 485
- New Rate Limit Applied to External Object Search Resultsp. 490
- Activate or Deactivate a Session-Based Permission Set Using a Flowp. 486
- Track External Object Data Callouts with Event Log Files (Pilot)p. 488
- Prepare for Temporary Salesforce IDs for External Object Recordsp. 490
- Improved Support for Picklist and Multi-Select Picklist Fields on External Objectsp. 489
- Stop Automated Field Updates from Suppressing Email Notifications (Critical Update)p. 491
- Access Encrypted Data in Process Builder (Beta)p. 491
- Permission Set Metadata Behavior Changep. 487
- Modify All Data Permission Is Automatically Selected When You Select Deploy Change Setsp. 516
- Developmentp. 516
- LockerService Critical Update Activationp. 519
- Override Standard Actions with Lightning Componentsp. 524
- Critical Updates for Stricter CSP Restrictionsp. 521
- Find Component Markup Errors Faster with Improved Error Messagesp. 528
- New Change Set Componentsp. 516
- Lightning Data Service (Beta)p. 527
- Use the aura:valueRender Event Instead of a Custom Rendererp. 530
- Browser Console Warnings for JavaScript and Apex Actions with the Same Namep. 529
- Streamlined Validity Checks for Componentsp. 530
- Use the force:hasSObjectName Interface with Quick Actionsp. 530
- Choose a CSP Level for lightning:container (Developer Preview)p. 531
- Use force:createRecord to Prepopulate Fields on the Record Create Panelp. 531
- Deprecated useAppcache Attribute in aura:applicationp. 532
- Deprecated locale Parameter in AuraLocalizationService JavaScript API Methodsp. 532
- Removed LockerService Restriction on instanceof in JavaScriptp. 532
- New and Changed Lightning Eventsp. 536
- New and Changed Lightning Interfacesp. 537
- New JavaScript API Methodsp. 537
- New and Changed Lightning Componentsp. 533
- Einstein Vision Is Now Generally Availablep. 538
- Access the API in Heroku Using the Einstein Vision Add-Onp. 540
- Page Through All Examples in a Datasetp. 541
- Create a Dataset from a Zip Filep. 541
- New UI Makes It Easy to Get a Tokenp. 539
- Monitor API Usagep. 541
- Prepopulate Fields on a Record Create Panelp. 544
- Access Visualforce Page Metrics Using the SOAP APIp. 544
- Allow CSRF Protection on GET Requests to Visualforce Pages Critical Update Postponedp. 545
- Roll Back Changes in Your Org When Remote JavaScript Methods Throw Exceptionsp. 545
- Access Salesforce DX (Beta)p. 547
- Second-Generation Packaging (Pilot)p. 548
- Use Advanced PDF to Render Visualforce Pages as PDF Files (Pilot)p. 543
- Lightning Design Systemp. 546
- Add Clickjack Protection for Legacy Browsers to Visualforce Pages Without Page Header Is Now Enforced (Critical Update)p. 546
- Salesforce Development Tools for Visual Studio Code (Beta)p. 549
- Considerations for Force.com IDE 2 (Beta)p. 551
- Salesforce Command-Line Interface (CLI)p. 549
- Upgrade Your Salesforce DX Pilot to Betap. 554
- Considerations for Salesforce DX (Beta)p. 549
- Beta Changes That Affect the Pilot Salesforce DX Environmentp. 555
- Cache Operations Supported in Visualforce Controllersp. 560
- Modifying an Apex Class Invalidates Platform Cachep. 559
- Safely Cache Values with the New Cache Builder Interfacep. 560
- Retrieve and Deploy Metadata in Apexp. 559
- Send and Manage Orders with Apexp. 559
- Handle Attachments Easily with New Messaging Methodsp. 561
- Force.com IDE 2: Move from Pilot to Betap. 557
- POST Method for runTestsSynchronous Requires View Setup Permission (Critical Update)p. 561
- Disable Access to Non-global Apex Controller Methods in Managed Packages (Critical Update)p. 561
- Changed Apex Classesp. 565
- New Apex Classesp. 562
- New Apex Enumsp. 566
- New Apex Interfacesp. 567
- New and Changed Chatter in Apex Classesp. 568
- New and Changed Chatter in Apex Enumsp. 578
- New and Changed Chatter in Apex Output Classesp. 573
- New Objectsp. 580
- Changed Apex Interfacep. 567
- New and Changed Chatter in Apex Input Classesp. 572
- WITH HIGHLIGHT Supports Custom Fields and Objectsp. 583
- Changed Objectsp. 581
- Disable Spell Correction on a Search Query with WITH SPELL_CORRECTIONp. 584
- New Resources: Flows and Flow Interviews (Pilot)p. 585
- Changed Resource: Search Suggested Recordsp. 586
- New Resources for Platform Event Schemap. 586
- Changed Header: Assignment Rulep. 586
- New and Changed Callsp. 586
- New and Changed Chatter REST API Resourcesp. 588
- New Resource: Record Countp. 584
- New and Changed Chatter REST API Request Bodiesp. 591
- New and Changed Chatter REST API Response Bodiesp. 592
- New Methodsp. 598
- New Resources: Filter Operators, Filter Options Analysis, Report Fieldsp. 596
- Changed Resources: Analytics Notifications and Dashboard Describep. 599
- Enterprise Messaging Platformp. 600
- Simplified Job Process for Bulk API 2.0 (Pilot)p. 600
- Deliver Custom Notifications with Platform Events (Generally Available)p. 601
- Supported CometD Versions for Streaming APIp. 602
- Metadata APIp. 604
- Warnings Returned from Successful Metadata Save Operationsp. 603
- Enhancements to Async SOQL (Pilot)p. 608
- Lightning API Name Changed to User Interface APIp. 609
- Tooling API New and Changed Objectsp. 603
- Enhancements to BigObjects (Pilot)p. 607
- Discover Whether a Field Is Required in a Layoutp. 612
- Improve the Performance of Tools and Apps Built with Tooling API By Using the Composite Resourcep. 603
- Record Exception Error Includes Information About Compound Fields and Duplicate Recordsp. 612
- User Interface API Supported Objectsp. 609
- Object Info Response Body Includes Child Relationshipsp. 611
- Lightning Console JavaScript API (Pilot)p. 614
- Custom Metadata Types Support Long Text Areas (Generally Available)p. 617
- Add Validation Rules for Custom Metadata Type Fieldsp. 616
- Open CTI APIp. 615
- Automate Order Processing with the Channel Order Apex APIp. 620
- ISVforcep. 617
- Still Using Custom Settings? We Have a Usage Button for Youp. 617
- Metadata Access in Apexp. 621
- Exclude Subscriber Orgs from a Push Upgradep. 621
- Use the Developer Hub to Manage Your Scratch Orgs (Beta)p. 621
- Improved Performance for Managed Package Push Upgradesp. 621
- Send and Manage Orders in Lightning Experiencep. 618
- Lightning App Builderp. 98
Integration & APIs4
- Salesforce Integrations: Taking Salesforce to the Next Levelp. 427
- Skype for Salesforce (Beta) in Lightning Experience: Simplified Administration Between Microsoft 365® and Salesforcep. 427
- Google Integration: General Availability for Lightning for Gmail and Lightning Syncp. 427
- Microsoft® Integration: More Improvements, Increased Productivityp. 428
Security & Identity40
- Authentication and Identityp. 493
- Export Profile Password Policiesp. 495
- Get More Control over Connected App Accessp. 495
- Bookmark Redirection Is Supported Even When Chatter Is Disabledp. 496
- Embedded Login Enables Users to Log In to Your Websitep. 494
- Command Your Brand with Dynamic Brandingp. 496
- Tooling API Endpoints Now Included for Salesforce Identityp. 498
- Deprecating loginURL Query Parameterp. 499
- Require Identity Confirmation When Adding Two-Factor Authenticationp. 498
- Require Identify Verification When Changing Email Addressp. 499
- Remove the Surprise of Session Timeoutp. 497
- Avoid Using Path Prefixes Reserved by Salesforcep. 500
- Health Checkp. 502
- Enable Lightning Login for All Usersp. 499
- SAML Single Logout (SLO) Is Available (Beta)p. 501
- SAML Signing Certificate Is Being Retiredp. 501
- Streamline Connected App Access with Improved IP Relaxationp. 502
- Health Check Has New and Changed Security Settingsp. 503
- Import a Custom Security Baseline into Health Check (Generally Available)p. 503
- Platform Encryptionp. 504
- Retrieve Encrypted Data with Custom Formula Fields (Generally Available)p. 505
- Apply BYOK Tenant Secrets to Search Index Filesp. 506
- Granular Control of Certificates with the New Manage Certificates Permissionp. 506
- Access Encrypted Data with Flows and Process Builder (Beta)p. 506
- Encrypt More Data in Chatter Feeds (Pilot)p. 506
- Mass Encryption Now Includes Existing Email Attachmentsp. 507
- Updated Event Monitoring Analytics App Lets You Visualize Your Users’ Actions in Lightning Experiencep. 509
- Critical Update: Encrypted Data Is Visible to Authenticated Usersp. 508
- Encrypt Standard Lead Fields (Beta)p. 507
- Streamlined Permission Setup for Event Monitoring Analytics Appsp. 510
- Encryption for Wave (Beta)p. 507
- Track User Actions in Lightning Experience More Comprehensively with New Fieldsp. 511
- Use Async SOQL and UniqueKey for More Flexibility in Login Forensicsp. 511
- Identify Users Who Download Large Reportsp. 510
- Prevent Identity Fraud in Government Cloud with Login Forensicsp. 512
- Track Salesforce Connect Callouts with Event Log Files (Pilot)p. 512
- New Wizard Guides You Through Creating Policiesp. 513
- Get Comfortable Writing Chatter Policies with New Examplesp. 514
- Prepare Your Org for UI Tracking Event Type Retirementp. 512
- Monitor Chatter Posts with New Resources and Actionsp. 514
Salesforce Overall37
- Know What’s in Salesforce Lightning Experience and What’s in Salesforce Classicp. 9
- Salesforce Overallp. 57
- Improve Service Cloud Adoption with Optimizer Analysisp. 60
- Improve Feature Adoption with Optimizer Analysisp. 61
- Get Better Assistance with the Restyled Lightning Experience Migration Assistantp. 62
- Identify and Replace S-Controls with Optimizer Analysisp. 60
- Find Unused Reports and Dashboards with Optimizerp. 62
- Use Filters to Zero In on the News That Matters Mostp. 8
- New Features in Optimizer Analysisp. 61
- Improve Files Adoption with Optimizer Analysisp. 60
- Storage Limits, Unsupported Browsers, and New Analysis in Optimizer Reportsp. 61
- Keep Your Code Current with Optimizerp. 62
- Get Expanded Analysis When You Check Your Lightning Experience Readinessp. 65
- Navigate to a Record Directly from an Action Success Messagep. 71
- Switch More Users to Lightning Experiencep. 68
- Customize Console Apps with the Lightning Console JavaScript API (Pilot)p. 75
- Work with Person Accounts in Lightning Console Appsp. 75
- Boost Productivity with Keyboard Shortcuts for Lightning Console Appsp. 74
- Ditch Your Mouse—Keyboard Shortcuts Are Herep. 70
- Rich Text Editors Reenabled for LockerServicep. 77
- Lightning Console Apps: See and Do More (Generally Available)p. 71
- Choose Utility Icons for Your Lightning Apps More Easilyp. 76
- Keep Everything at Hand with Lightning Console Split Viewp. 72
- Find Favorites with a Simplified Favorites Listp. 80
- Stay in Your Current App When You Open Favoritesp. 80
- “Disable Access to Lightning Experience and the Salesforce1 Mobile Browser App from IE11” Critical Update Canceledp. 81
- Search for Opportunities Using the Account Namep. 84
- Access Field History Related Lists in Lightning Experiencep. 78
- Preview Case Details with Case Hoversp. 79
- Make Lightning Experience the Only Experiencep. 69
- See Results from External Search Engines with Federated Search (Generally Available)p. 82
- Get Search Results for More Objectsp. 84
- Enjoy a Spiffier Look and Feel in Lightning Experiencep. 81
- Know When Spell Correction Is Applied to Your Termp. 84
- Critical Updatesp. 622
- Filter Help Search Results by Experiencep. 624
- Walkthroughsp. 624