Release 38 of 68 · October 2016 · API 38.0
Salesforce Winter ’17 release notes
Platform Events and Lightning Data Service debut
- Documented changes
- 561
- 51 more than Summer ’16
- AI-related
- 1
- 0% of the release
- In beta or pilot
- 47
- Retirements
- 19
What it brought
Platform Events appear in beta: you define custom event messages and publish or subscribe to them inside Salesforce or from external systems. Lightning Data Service is a developer preview that lets components read and write records without Apex, and the Apex stub API is in pilot for writing mocking frameworks. Admins get Lightning component actions that run Apex and JavaScript, plus custom apps and better navigation in Lightning Experience. Platform Encryption adds bring-your-own-key. Service teams have one release left to move: Desktop CTI stops working in Spring '17, and Open CTI comes to Lightning Experience.
- First appearance
- Platform Events (Beta)
- Developer preview
- Lightning Data Service
- Testing gets easier
- Apex stub API for mocking
- One release to migrate
- Desktop CTI ends in Spring '17
- Postponed again
- LockerService critical update
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
- Stay-in-Touch Requests Is Retiring in Summer ’17p. 92
- Cloud Scheduler is Being Retiredp. 114
- List Views No Longer Available for People and Reportsp. 117
- Retiring Support for Microsoft® Outlook® 2007 and Microsoft Exchange 2007p. 125
- Connect for Office Microsoft® Excel Add-On: No Longer Supported Starting in March 2017p. 128
- Connect for Office Microsoft® Word Add-On and Standard Mail Merge: No Longer Supported Starting in March 2017p. 128
- Verify Your Security Protocol to Avoid Service Interruptionsp. 127
- Import My Accounts and Contacts Wizard Is Retiredp. 135
- Servicep. 191
- The End is Near for Desktop CTIp. 194
- The End Is Here for the LinkedIn Pilotp. 211
- Chatter Answers Retires in Winter ’18p. 236
- Changing Templates Is No Longer Supported for Koa, Kokua, and Customer Service (Napili)p. 272
- End of Support for the Salesforce1 Mobile Browser App on BlackBerry Devicesp. 322
- Enhanced Charts to Replace Legacy Charts in Salesforce1 as Part of a Phased Retirement (Full Retirement in Summer ’17)p. 339
- Salesforce Classic Mobilep. 358
- Legacy Data Import Tools Retired in New Orgsp. 397
- Salesforce Newsletter Options Removedp. 404
- Deprecated Lightning Design System Component Classesp. 466
Every note in Winter ’17
By product, in the order of the PDF. Each title links to its page in Salesforce’s release notes.
Sales Cloud86
- Accounts Get an Automatic Upgradep. 87
- Core Sales Featuresp. 86
- Get the Complete Picture with Account Logos (Generally Available)p. 88
- Easily Give Feedback on Account Logosp. 89
- Relating a Contact to Multiple Accounts Gets Even Betterp. 90
- Get the Scoop on a Company’s Top Leadersp. 89
- Stay-in-Touch Requests Is Retiring in Summer ’17p. 92
- News Has Arrived for Contactsp. 92
- Lead the Way to Closed Deals with News for Leadsp. 94
- Identify and Merge Duplicate Leads in Lightning Experiencep. 93
- Set Up Customizable Campaign Influencep. 96
- Sales Path Activation Just Got Easierp. 100
- Add Products with Schedules in Lightning Experiencep. 99
- Contractsp. 97
- Add Quotes to Opportunities in Lightning Experiencep. 100
- Assign Credit for Opportunities to Multiple Campaigns with Customizable Campaign Influence (Generally Available)p. 95
- Start Spreading the News on Chatterp. 102
- Account Insights Is Now Called Newsp. 102
- Newsp. 101
- Give Feedback on News Items With Fewer Clicksp. 103
- Request an Account Data Assessment in Lightning Experiencep. 104
- Campaignsp. 94
- Productivity Featuresp. 105
- When Your Data Assessment Is Complete, You Get an Emailp. 105
- Take Action in the Assistantp. 106
- Homep. 106
- Lightning Voicep. 107
- Dismiss Unhelpful Recommendationsp. 106
- Make Calls with Your Keyboard or the Virtual Dial Padp. 108
- Access Voice from the Utility Barp. 107
- Handle Missed Calls with Notifications and Call Forwardingp. 110
- Easily Access Call Historyp. 109
- Reply to and Forward Emails Right from Salesforcep. 111
- Daily Org Limits for Sending Emails with the API Have Increasedp. 112
- Activitiesp. 112
- Filter the Activity Timelinep. 113
- Personalize Calendars with Different Colorsp. 113
- See a Monthly View of Your Calendar Eventsp. 114
- Cloud Scheduler is Being Retiredp. 114
- Quickly Add Multiple Members to a Campaignp. 116
- Optimize Clicks and Time by Editing Inline (Beta)p. 115
- Run a Custom Mass Action on Multiple Recordsp. 117
- Take Ownership of Multiple Leads at Oncep. 116
- Kanbanp. 117
- Get Prompted to Update Required Fields from the Kanban Viewp. 118
- List Views No Longer Available for People and Reportsp. 117
- Modify Records from the Kanban Viewp. 119
- Put Your Own Spin on Lightning for Outlook (Beta)p. 121
- Sync Appointments from Google Calendar™ to Salesforce (Beta)p. 119
- Microsoft® Integrationp. 120
- Professional Edition: Getting Sync-y with Itp. 122
- Automatically Relate Sales Reps’ Calendar Events to the Most Relevant Salesforce Contacts or Leadsp. 123
- Connect Microsoft® Exchange to Salesforce Securely and Easilyp. 123
- Lightning Sync and Shield Platform Encryption Play Well Togetherp. 123
- Lightning for Outlook and Shield Platform Encryption Play Well Togetherp. 121
- Critical Upgrade Required for Salesforce for Outlook Usersp. 124
- Say Hello to Recurring Events in the Salesforce Side Panelp. 125
- Skype for Salesforce (Beta)p. 125
- Use Skype for Business® Chat, Video Calling, and Audio Calling in Salesforce (Beta)p. 126
- Retiring Support for Microsoft® Outlook® 2007 and Microsoft Exchange 2007p. 125
- Connect for Office Microsoft® Excel Add-On: No Longer Supported Starting in March 2017p. 128
- See Inactive Automation Processes with a New Monthly Reportp. 129
- Connect for Office Microsoft® Word Add-On and Standard Mail Merge: No Longer Supported Starting in March 2017p. 128
- Pardotp. 128
- Verify Your Security Protocol to Avoid Service Interruptionsp. 127
- Customize and Export Prospect List Datap. 130
- Prevent Cross-Site Scripting Attacks with Variable Tag Modifiersp. 130
- Enable or Disable A/B Testing When Editing and Copying Emailsp. 130
- Allow Multiple Prospects with the Same Email Addressp. 131
- Dive Deeper into the Data That Matters Most with Wave for B2B Marketingp. 131
- Use Custom Date Ranges in Engage Reportsp. 132
- Create Automations Based on Public List Membership and Email Opensp. 131
- Personalize Emails with New Assigned User Variable Tagsp. 130
- Use Person Accounts with Salesforce Engagep. 133
- Hold All Prospects on a Trigger with a Wait Time Optionp. 134
- Edit Template Regions in Engage Emailsp. 132
- View Prospect Engagement History in Lightning Experiencep. 133
- Save Your Changes with Locking Programsp. 134
- Other Changes in the Sales Cloudp. 134
- Track and Report on Engagement Program Versionsp. 134
- Import My Accounts and Contacts Wizard Is Retiredp. 135
- Account Autofill Supports More Companiesp. 135
- Opportunities: Probability Field Editable in Lightning Experiencep. 136
- Name Fields in Rows Visible in Custom Report Typesp. 135
- Contact Mailing Field Labels Changed in Lightning Experience to Match Salesforce Classicp. 136
- Recurring Events Start and End Field Labels Have Changedp. 136
Service Cloud67
- Servicep. 191
- CTIp. 192
- Make Your Calls in Lightning Experience with Open CTIp. 193
- The End is Near for Desktop CTIp. 194
- Schedule Work with Service Appointmentsp. 197
- Field Servicep. 195
- Manage Your Workforce with Service Resourcesp. 196
- Track Your Workforce’s Expertise with Skillsp. 198
- Define Your Field Service Footprint with Service Territoriesp. 198
- Get Geocoding Data in Field Service Lightningp. 201
- Do More with Work Ordersp. 202
- Standardize Your Work Orders with Work Typesp. 203
- Report on Field Service Lightningp. 200
- Manage Daily Schedules with Operating Hoursp. 199
- View Suggested Articles on Work Ordersp. 206
- Work Orders Supported in Professional Editionp. 204
- Add Duration and Required Skills to Work Ordersp. 205
- Changes to Work Order Enablementp. 206
- Get Notified About Work Order Updatesp. 206
- Create Criteria-Based Sharing Rules for Work Orders (Beta)p. 206
- New Status Options on Work Ordersp. 207
- Updated Limits on Work Order Hierarchiesp. 207
- Instagram Generally Availablep. 209
- Social Customer Servicep. 209
- Sync Your Social Accounts Fasterp. 210
- Social Post and Persona Home Pages Available in Lightning Experiencep. 210
- Case Feed Social Actions Available in Lightning Experiencep. 210
- Reply in Facebook Without the Original Postp. 211
- To Favorite Me Is to Like Mep. 211
- Streamlined Work Order Pricingp. 208
- The End Is Here for the LinkedIn Pilotp. 211
- Welcome to Knowledge, Professional Editionp. 212
- Access Your Data Categories and Articles with REST APIp. 211
- Omni-Channelp. 213
- Control List View Hovers in the Consolep. 212
- View a Timeline of Agents’ Workp. 217
- Drill Down for Agent, Work, and Queue Detailsp. 215
- Omni-Channel Routing for Live Agent Chats: Use Omni-Channel Queues to Route Chats with Other Work (Beta)p. 219
- Find What You Need with Sorting and Filteringp. 217
- Live Agentp. 218
- Consolidate Agents’ Notifications on Omni-Channelp. 221
- Give Supervisors Real-Time Data from Omni-Channel-Routed Chats with Omni-Channel Supervisor (Beta)p. 221
- Omni-Channel Supervisor: Give Supervisors Real-Time Insight (Beta)p. 214
- Pick Me! Prioritize Chats Alongside Other Omni-Channel Workp. 220
- More Chat Settings Moved to Omni-Channel Setupp. 222
- New Page Layouts for Live Chat Transcriptsp. 224
- Limitations for Omni-Channel Routing for Live Agent Chatsp. 223
- Bye, Bye, Paper Clip! Attach Records to the Chat Transcript with a Sidebar Lookup Componentp. 225
- Case Feedp. 227
- Customize Chat Time-Outs and Alert Agents to Unresponsive Customersp. 227
- Access More Data for Chats Routed with Omni-Channelp. 226
- Live Chat Transcript: Your Transcripts Get a Major Upgradep. 223
- Change the Case Owner Using a Quick Action or a Macrop. 228
- View All Contact Fields on Case Pagesp. 228
- Ensure Consistency by Using Default Email Templates in Lightning Experience and Salesforce1p. 230
- Declutter Your Screen with Collapsible CC and BCC Fields for Case Emails in Lightning Experiencep. 231
- Standardize From Addresses in Emails That Agents Send from Casesp. 232
- Send Email Attachments from Cases in Lightning Experiencep. 233
- View Email Attachments in Your Email Feed Items in Lightning Experiencep. 234
- Assetsp. 237
- Entitlement Managementp. 236
- Service Cloud Lightning Snap-ins SDK: Now Generally Available for iOSp. 241
- Updated Limits on Service Contract Hierarchiesp. 236
- Chatter Answers Retires in Winter ’18p. 236
- Entitlement Process Update Rules Just Got... Well, Updatedp. 236
- Support Your Customers from Your Website with Snap-In Chat (Beta)p. 237
- Updated Limits on Asset Hierarchiesp. 237
Marketing Cloud1
- Marketingp. 496
Industries7
- Create Custom Individual and Household Record Typesp. 360
- Care Plan Templates Simplify Patient Onboardingp. 362
- Wave for Financial Services Cloudp. 360
- Provide Easier Access to Patient Account Recordsp. 365
- Configure Custom Record Types for Individuals or Groupsp. 366
- Health Cloud Has New Custom Objectsp. 366
- Customize Client and Household Record Pagesp. 360
Experience Cloud72
- Access Check Violations Are Now Enforced in Communitiesp. 242
- LockerService for Communities Critical Update Postponedp. 243
- Create Partner Communities with the Lightning Partner Management Solutionp. 244
- Lightning Bolt Solutions: Build Once, Then Distribute and Reusep. 248
- Rebrand Really Quickly with Custom Theme Layoutsp. 250
- Track, Learn, and Fine-Tune with Google Analyticsp. 254
- SEO Enhancements Improve Search-Engine Rankingp. 257
- Add Lightning Components from the AppExchange in Community Builderp. 253
- Page Layouts Are Now Called Content Layoutsp. 257
- Napili Is Now Called Customer Service (Napili)p. 260
- Expand Your Workspace Horizons with the Streamlined Community Builderp. 252
- Control Public Access for Each Page in Your Communityp. 255
- Create Communities with the Jazzed Up Wizardp. 260
- Develop and Customize with Global Lightning Components, Interfaces, and Eventsp. 258
- Community Templatesp. 258
- The Customer Service (Napili) Template Supports Even More Objectsp. 262
- Add Reports and Dashboards to Community Pagesp. 264
- Expose Content from External Data Sources in Your Template-Driven Communityp. 263
- Send Rich-Text Emails Directly from Cases, Leads, and Other Recordsp. 266
- Get Field-Level Help in Communitiesp. 263
- Help Partners Follow Your Company’s Sales Processes with Sales Pathp. 266
- Send Topic Email Notifications to Keep Your MVPs Informedp. 267
- And Topics Have Even More Improvementsp. 269
- Expand Your Community to Include Field Service Datap. 269
- Quickly Add Topics Across All Translated Languagesp. 269
- See View Counts for Related Articlesp. 270
- Easily Find Topics You Want to Featurep. 268
- Edit Inline and Add Videos More Easily with the Enriched Rich Content Editorp. 271
- See Interaction Counts for Related Questionsp. 270
- Get Your Row Level Actions in List Viewsp. 272
- The Birth of a New List View Layoutp. 272
- A List with a Viewp. 272
- No Getting Lost with These Breadcrumbs, Hansel and Gretelp. 268
- Changing Templates Is No Longer Supported for Koa, Kokua, and Customer Service (Napili)p. 272
- Questions Come to More Chatter Feeds in Communitiesp. 274
- Chatter and Files in Community Templatesp. 273
- Make Your Comments and Answers Pop with Inline Imagesp. 275
- Rich Content and Code Snippets Come to Comments and Answersp. 274
- New Location for View Case Linkp. 279
- Sort Topic Feeds by Top Questionsp. 277
- We Optimized Publishers in Your Mobile View of Communitiesp. 276
- More Ways to Mute a Feed Itemp. 275
- Files List Component—Now Playing on Mobilep. 279
- Files List Component Welcomes Your Content Librariesp. 279
- Find Out Who Likes Your Comment or Answerp. 277
- Community Managementp. 280
- Allow External Users to Moderate Community Contentp. 283
- Moderation Has a Whole New Lookp. 282
- Premoderation: Review Posts and Comments from Your Community Members (Generally Available)p. 284
- Moderate Record Feedsp. 285
- Premoderation on Comments—the Spam Stops Herep. 285
- Use Premoderation in Salesforce Tabs + Visualforce Communitiesp. 285
- Flagged Comments Insights Reportp. 288
- Someone’s Been Clicking My Recommendationsp. 289
- Create Your Own Community Dashboards and Use Labels of Your Choicep. 288
- User Profile Photos Go Big and Circularp. 290
- Identify Your Members with Custom Community Roles and Company Namesp. 290
- Smart Add for Group Membersp. 290
- Mark as Spam and Leave a Notep. 286
- Email on Announcement (Generally Available)p. 291
- Custom Group Report Chartsp. 291
- Groups’ Creation Wizardp. 290
- Customizable Groups Arrives (Beta)p. 291
- Get Notified When a Post or Comment Is Pending Reviewp. 288
- Add Members Gets Its Own Componentp. 291
- Improve Your Community’s Search Quality with Search Dashboardsp. 291
- Improved Default Group Iconp. 293
- Link Between Visualforce Pages in Salesforce1p. 293
- Default Page Variation No Longer Requiredp. 293
- Page Visibility Setting No Longer Publishes Automaticallyp. 293
- Can’t Add Unpublished Pages to Navigation Menup. 293
- Customize the Group Engagement Tabp. 290
Chatter & Collaboration25
- DIY Custom Report Charts Give You What You Wantp. 296
- See the Wonderful Wizard of Groupsp. 295
- Groupsp. 294
- Add Group Members the Smart Wayp. 296
- Have It Your Way with Customizable Groups (Beta)p. 299
- Email on Announcement Graduates to Generally Availablep. 299
- Group Icon Gets a New Lookp. 299
- Group Feeds Are Now Live!p. 297
- You Called Me “Feed,” Now Call Me “Chatter”p. 301
- Question Publisher Available in More Placesp. 301
- Find Out Who Likes Your Commentp. 305
- Comments Are Now Live!p. 302
- Play Videos Directly in the Feedp. 304
- Edit Feed Posts and Comments in More Places, Get View Countsp. 306
- Mute a Feed Item from Its Detail Viewp. 303
- Rich Content and Inline Images in More Placesp. 308
- Posts and Comments Have an Updated Look and Feelp. 308
- Share News on Chatterp. 310
- Hover Over a Name and See a Mini-Profilep. 309
- Filesp. 310
- Add and Remove Files When Editing Posts in Lightning Experiencep. 313
- Load Up Your Feed Posts with Ten Files in Lightning Experiencep. 311
- SharePoint System Folders Filtered Out of Files Connectp. 315
- Simplify Setup of Files Connect for Office 365 with Azurep. 314
- Use Salesforce Files as Icons in Custom Lightning Appsp. 314
Mobile51
- End of Support for the Salesforce1 Mobile Browser App on BlackBerry Devicesp. 322
- Updated Salesforce1 Requirementsp. 320
- Access the Salesforce1 Mobile Appp. 316
- Change Record Types in Salesforce1p. 323
- List Item Actions in Salesforce1 Related Lists Match Those in Lightning Experiencep. 324
- Advance Notice that Salesforce1 Will Require iOS 10 in Spring ’17p. 322
- Send Text Messages from Salesforce1p. 322
- Quickly Access Contacts, Profiles, Objects, and Apps (Oh My!) with iOS Spotlight Searchp. 325
- Share News Items in Chatter from Salesforce1p. 327
- See More Relevant Instant Results in Lookup Searches in Salesforce1p. 326
- Edit the Opportunity Probability Field in Salesforce1p. 330
- Give Feedback on News Items More Easily in Salesforce1p. 328
- See Company Logos on Accounts in Salesforce1 (Generally Available)p. 329
- Account Insights Now Called News And Available in More Places in Salesforce1p. 327
- Add Products to Opportunities in Salesforce1p. 330
- Add Products with Schedules in Salesforce1p. 331
- Add Multiple Influential Campaigns to Opportunities in Salesforce1 (Generally Available)p. 331
- Do More with Contracts in Salesforce1p. 332
- Add Quotes to Opportunities in Salesforce1p. 331
- View Forecast Data in Salesforce1 for iOSp. 332
- See Contact Fields on Cases in Salesforce1p. 337
- See the Forest and the Trees on Task Lists in the Downloadable Apps (Tablets Only)p. 335
- List Item Actions Replace the Action Bar on Task Lists (Tablet Only)p. 336
- Access More Field Service Information in Salesforce1p. 338
- Do More With Case Emails in Salesforce1p. 337
- Keep Up on Social Personas and Posts in Salesforce1p. 338
- View Scatter Charts (and Better Table and Gauge Charts) in Salesforce1p. 339
- Enhanced Charts to Replace Legacy Charts in Salesforce1 as Part of a Phased Retirement (Full Retirement in Summer ’17)p. 339
- Read More Dashboard Metrics at Once in Salesforce1p. 340
- Access Content Libraries with Saleforce1 for iOSp. 342
- Post Snapshots of Enhanced Charts to Chatterp. 341
- Turn Down the Noise in Chatter Feeds from Salesforce1p. 344
- Grow Group Membership in Salesforce1p. 344
- Run Flows in Salesforce1 from App Home Lightning Pages (Beta)p. 346
- Add Group Photos with the Salesforce1 Downloadable Appsp. 345
- Feed Item in Salesforce1 Navigation Menu Now Called Chatterp. 343
- See Profile and Group Banners in Salesforce1p. 346
- Salesforce1 Offline Cache Enhancementsp. 347
- Log In Faster to Salesforce1 for iOS with Password Manager Appsp. 347
- Easier Reauthentication Process for Salesforce1 for iOSp. 348
- Get Field-Level Help in Salesforce1p. 351
- Set MDM Configurations for Salesforce1 for iOS with a Property Listp. 351
- Copy Codes and View Timer with Ease in Salesforce Authenticatorp. 357
- Back Up and Restore Your Connected Accounts in Salesforce Authenticatorp. 356
- Get Notifications About Automated Activities in Salesforce Authenticatorp. 356
- Reorder Your Accounts in Salesforce Authenticatorp. 358
- Get Enhanced Security for Salesforce1 Downloadable Apps with New Connected Apps Settingsp. 349
- Salesforce Classic Mobilep. 358
- Say Goodbye to Passwords with Salesforce Authenticator and Lightning Loginp. 357
- Create a New User on the Gop. 358
- Winter ’17 Features That Are Different or Unavailable in Salesforce1p. 352
Analytics39
- Filter Reports by Role Hierarchy in Lightning Experiencep. 140
- Reports and Dashboardsp. 139
- Design Your Dashboard with Keyboard Shortcuts, Use a Screen Readerp. 140
- Filter Reports by Relative Dates in Lightning Experiencep. 141
- Preserve Filters When Drilling in to a Report from a Dashboard in Lightning Experiencep. 142
- Chart Improvements in Lightning Experience: Table, Gauge, Bar, Scatter, Line, and Combo Chartsp. 144
- Track Your Business Over Time with Trending Wave Dashboardsp. 148
- New Sales and Service Wave Configuration Wizards Take Guesswork Out of App Creationp. 151
- Broaden Your Horizons—Include External Data in Reportsp. 147
- Service Wave Gives You the Right Data at the Right Time to Make Smart Service Decisionsp. 152
- Get Smart Insights into Your Org’s Activities Fast with Event Monitoring Wavep. 153
- More Charts for Your Viewing Pleasurep. 157
- Beyond Compare Tablep. 155
- Quickly Create Dashboards with Templates and Widget Wizardsp. 159
- Streamline Sales Cloud Analytics with the Refreshed Version of Sales Wavep. 151
- Take the Guesswork Out of Upgrading Prebuilt Wave Apps to a New Versionp. 153
- Generate a Unique Layout for Each Devicep. 164
- Build Faster with More Usability Enhancementsp. 172
- Understand How Wave Selects the Layout for a Devicep. 167
- Do More with the New Bindings Syntaxp. 167
- Get Familiar with Dashboard JSON Changes for Wave Designerp. 175
- Gain More Control of the Dashboard Using the New Propertiesp. 174
- Build Static Steps with Easep. 171
- Understand the Changes Coming to Bindingsp. 175
- Set Smart Notifications to Keep Up to Date on Your Most Important Business Metricsp. 176
- Get More Support with Enhanced Dashboard User Assistance and Documentationp. 176
- Embed Wave in Any Mobile Pagep. 179
- Embed Wave in Any Lightning Pagep. 178
- Annotate and Collaborate on Wave Dashboards More Easilyp. 179
- Download Dashboard Widget Data in the Wave Dashboard Designerp. 180
- Ride the Wave You’ve Been Waiting For: Wave Analytics for Androidp. 182
- Choose Your Session Security HttpOnly Attribute Settingp. 181
- Prepare, Replicate, and Monitor in the New Data Managerp. 184
- Experience the Latest Wave for iOSp. 181
- Remove Fields from Your Datasets with the sliceDataset Transformationp. 189
- Optimize Your Dataflows with Replication (Generally Available)p. 185
- Review Updates to the REST API for Wavep. 191
- Take Advantage of New String and Aggregation SAQL Functionalityp. 190
- Create Datasets with Data Prep (Beta)p. 187
Data Cloud / Data 3603
Platform163
- What’s Not Available in Winter ’17 Lightning Experience Featuresp. 83
- Sales Features: Lightning Experience Considerationsp. 83
- Reports and Dashboards: Lightning Experience Considerationsp. 84
- Chatter and Communities: Lightning Experience Considerationsp. 85
- Customer Service Features: Lightning Experience Considerationsp. 84
- Data Import and Management: Lightning Experience Considerationsp. 85
- Search: Lightning Experience Considerationsp. 85
- Security: Lightning Experience Considerationsp. 85
- Navigation and Actions: Lightning Experience Considerationsp. 85
- Search Lightning Experience Setup with Global Searchp. 368
- Be the Boss of Your Apps with the App Managerp. 369
- Lightning Experience Setupp. 367
- Lightning App Builderp. 369
- Manage Global Picklists in Lightning Experience Setupp. 369
- Assign a Custom Record Page to Lightning Apps, or Make It the Default for Allp. 370
- See Newly Installed Components in the Lightning App Builder with Component List Refreshp. 370
- Create a New Style of App Page with the New App Page Template in the Lightning App Builderp. 371
- Feed Component Renamed Introduces Two New Chatter Componentsp. 371
- Report Chart Components Are No Longer One Size (Doesn’t) Fits Allp. 372
- Streamline Your Record Highlights to See More Datap. 372
- View and Activate Read-Only Lightning Pages from Managed Packages in the Lightning App Builderp. 372
- Salesforce Connectp. 373
- Power Up Your Lightning Pages with the Flow Component (Beta)p. 372
- Add Components from the AppExchange in Lightning App Builderp. 372
- External Object Reports—Get a Seamless View of Data Across System Boundariesp. 374
- Expose External Object Data in Communities Built with the Customer Service (Napili) Templatep. 374
- Create Feed-Based Page Layouts for External Objectsp. 375
- Visual Workflowp. 375
- Customize the Look and Feel of Flow Interviews with the REST API (Pilot)p. 379
- Embed Your Flows in Lightning Pages (Beta)p. 377
- Run Flows with a Lightning Skin (Beta)p. 376
- Display Flow Screens in Two Columns (Beta)p. 378
- “Trust Percent Values in Flow sObject Variables Again” Critical Update Postponedp. 380
- Access Owner Fields from Process Builderp. 382
- Build Reusable Processesp. 381
- View Your Process Types in One Placep. 382
- Access Encrypted Data in Your Flows (Pilot)p. 380
- Process Builderp. 381
- Access Encrypted Data in Process Builder (Pilot)p. 383
- Get More External Object Search Resultsp. 375
- View Version History for a Process in One Placep. 383
- Picklist Administrationp. 384
- Streamline Picklist Maintenance with Global Picklists (Generally Available)p. 385
- Use Global Value Sets in Picklist Dependenciesp. 388
- Convert a Shared Picklist’s Field Type from the User Interfacep. 390
- Manage Inactive Values in Unrestricted Custom Picklistsp. 391
- Replace Values from Global Picklistsp. 389
- Create and Manage Global Picklists in Lightning Experiencep. 387
- Streamlined Metadata API for Picklistsp. 392
- Make an Existing Custom Picklist Requiredp. 391
- Higher Limits for Standard Picklistsp. 393
- Data Importp. 393
- Import Data from Object Home Pagesp. 395
- Add and Update Campaign Members Using the Data Import Wizardp. 394
- Use Any Character Delimiter to Separate Data in Your Import Filep. 396
- New Data Loader Version Includes Updated Operating System Supportp. 395
- Legacy Data Import Tools Retired in New Orgsp. 397
- Update Sharing Rules with Object-Specific Share Locks (Generally Available)p. 398
- Updated User Interface Labels for Picklistsp. 392
- Update Org-Wide Defaults with Asynchronous Parallel Recalculation (Pilot)p. 400
- Launch a Lightning Component from an Actionp. 401
- Sharingp. 398
- General Administrationp. 400
- See License Types in Your Permission Set List Viewp. 403
- Create More Spanning Relationships Per Object in Formulasp. 402
- Easily Associate Permission Sets with Permission Set Licensesp. 402
- Improvements for Functionsp. 404
- “Make Sure Records that Are Submitted Behind the Scenes Are Routed to the Right Approval Process” Critical Update Postponedp. 404
- Salesforce Newsletter Options Removedp. 404
- The Salesforce1 Actions Category in the Page Layout Editor Has a New Namep. 403
- Profile Field-Level Security Has Improved UI Labelingp. 404
- Streamlined Feedback in the Cloud Flow Designerp. 404
- New Change Set Componentp. 424
- Deploy Apex Test Suites to Other Orgsp. 425
- Debuggingp. 426
- Developmentp. 425
- Get More Days to Schedule Your Quick Deploymentsp. 425
- Developer Consolep. 428
- AppExchange and Your Salesforce Org—Together at Lastp. 429
- Rename and Edit Test Suites More Easilyp. 428
- Set a Browser Cookie to Enable Debug Logging for Guest Usersp. 427
- Custom Metadata Typesp. 431
- AppExchangep. 428
- Do More with the Custom Metadata Loaderp. 432
- Metadata Relationship Fields to EntityDefinition Show Up as Links in List View Resultsp. 432
- View Filtering on Metadata Relationship Fields Has Changedp. 432
- Limitations When Querying Custom Metadata Types with SOQLp. 433
- Easily Manage a Custom Metadata Record When Deleting Its Referenced Objectp. 432
- Apex Codep. 433
- All Is Not Lost—Restore Deleted Metadata Relationship Fieldsp. 433
- Build a Mocking Framework with the Apex Stub API (Pilot)p. 434
- Monitor Platform Cache with Diagnostic Methodsp. 434
- Escape Special Characters in Merge Fields for Apex Callouts That Use Named Credentialsp. 435
- View More Information About Apex Test Runsp. 435
- Changed Apex Classesp. 437
- New Apex Exceptionp. 440
- Metadata Relationship Fields Now Fully Supported (Generally Available)p. 432
- New Apex Classesp. 436
- New and Changed Chatter in Apex Classesp. 441
- New Apex Interfacep. 440
- New and Changed Chatter in Apex Output Classesp. 443
- Lightning Componentsp. 445
- New and Changed Chatter in Apex Enumsp. 444
- Base Lightning Components Considerationsp. 449
- Introducing Lightning Data Service (Developer Preview)p. 450
- Enable Lightning Components for Custom Actionsp. 451
- LockerService Critical Update Postponedp. 453
- New and Changed Chatter in Apex Input Classesp. 443
- Access Check Violations Are Now Enforcedp. 451
- Events from Dynamically Created Components Propagate Properlyp. 456
- Capture Events Before They Bubble Up and Awayp. 454
- All Orgs Can Toggle the LockerService Critical Updatep. 453
- Use the Lightning Design System in Lightning Appsp. 456
- Restrict Your Custom Lightning Components to Specific Objectsp. 457
- Create a Consistent Look with the Lightning Design System in Lightning Out and Lightning Components for Visualforcep. 457
- Handle Bubbled Events in Container Componentsp. 455
- Debug Lightning Components Faster and Easier with Salesforce Lightning Inspectorp. 458
- Navigate from a Lightning Component to Another (Beta)p. 458
- Get More Information from Lightning Component Error Messagesp. 460
- Removed References to $A.util.format() Methodp. 460
- $Label References Are Improvedp. 460
- Visualforcep. 462
- Clickjack Protection Improvements for Visualforce Pages Without Page Headerp. 462
- New and Changed Lightning Componentsp. 460
- PageReference getContent() and getContentAsPDF() Methods Now Behave as Callouts (Critical Update)p. 464
- Changes and Additions to Classes and Variantsp. 465
- Clickjack Protection for Legacy Browsers for Visualforce Pages Without Page Header (Critical Update)p. 463
- New Lightning Design System Utility Classesp. 465
- Deprecated Lightning Design System Component Classesp. 466
- New Lightning Design System Component Classesp. 464
- Lightning Design System Extends to Lightning Out, Lightning Apps, and Lightning Components for Visualforcep. 466
- APIp. 467
- Make More API Calls and Get Fewer Headaches When Calculating API Limitsp. 468
- Expanded Support for WITH SNIPPETp. 475
- New Objectsp. 468
- Access Names on Foreign Keysp. 475
- Changed Objectsp. 471
- Access Data Categories and Articles with REST APIp. 476
- Make Several Requests at Once with the Composite Resource (Pilot)p. 476
- Changed Resource: Parameterized Searchp. 478
- Changed Resource: SObject Suggested Articlesp. 478
- New Resources: Flows and Flow Interviews (Pilot)p. 477
- Changed Resource: Search Suggested Recordsp. 478
- New, Changed, and Deprecated Callsp. 478
- New and Changed Chatter REST API Resourcesp. 480
- New and Changed Chatter REST API Request Bodiesp. 482
- New Resources: Analytics Notifications, Analytics Notifications List, Analytics Notifications Limitsp. 484
- New and Changed Chatter REST API Response Bodiesp. 482
- Process Twice as Many Records with Bulk APIp. 486
- Deliver Customizable Events with Platform Events (Beta)p. 486
- Changed Resources: reportMetadata and Dashboard Resultsp. 485
- Invoke Active Processesp. 490
- Tooling API New and Changed Objectsp. 488
- Tooling API Changed Calls and Resourcesp. 490
- Metadata APIp. 490
- ISVforcep. 494
- Track Subscriber Package Errors Through Email Notificationsp. 495
- Upload Managed and Unmanaged Packages with the Tooling APIp. 495
- Open CTI APIp. 494
- View Obfuscated Code in Subscriber Orgs with Login Asp. 496
- Automate Managed Package Push Upgrades with the APIp. 495
- Customizationp. 366
- New Lightning Eventsp. 461
Security & Identity25
- Authentication and Identityp. 405
- Log In Password-Free with Lightning Loginp. 406
- Update Existing Connected App Descriptionsp. 408
- Make the App Launcher Your Landing Pagep. 409
- External Identity App Launcher Has a New Lookp. 409
- Let Users Verify Their Identity with U2F Security Keysp. 410
- Let Users Connect Multiple Authentication Appsp. 413
- More ID Token Options for Authenticating Connected Appsp. 413
- Successfully Reauthorize Your Users When Provisioning Connected Appsp. 414
- “View Encrypted Data” Permission Not Needed with Shield Platform Encryption Beginning Spring ‘17p. 416
- Restrict Location-Based Automated Verifications with Salesforce Authenticatorp. 412
- Introducing the Bring Your Own Key Service (Generally Available)p. 416
- Platform Encryptionp. 414
- Shield Platform Encryption in Trailheadp. 417
- Encrypted Files and Attachments Are PCI-DSS-Compliantp. 417
- Improved Mass Encryption Experiencep. 417
- Shield Platform Encryption is FedRAMP-Approvedp. 417
- Shield Platform Encryption Supports the Pardot Connect Toolp. 417
- Shared Activities Lookup Works with Encrypted Fieldsp. 418
- Shield Platform Encryption Supports Syncingp. 418
- Resource Usage Improved for All Policiesp. 420
- Access Encrypted Data with Custom Formula Fields, Flows, and Process Builder (Pilot)p. 419
- More Efficient Login Policiesp. 420
- Monitor Usage with Transaction Security Log Eventsp. 420
- More Complete Apex Examplesp. 420
Salesforce Overall22
- Go Straight to Top Results Anytime You Searchp. 60
- Searchp. 56
- Salesforce Overallp. 55
- Get a Better View with Global Instant Resultsp. 59
- Ready, Set, Relaunch: A New Look for the App Launcherp. 65
- Get Spell Correction for Custom Objectsp. 57
- Get Search Results for More Objectsp. 57
- Find the Right Record with Person Account Search Enhancementsp. 58
- Find the Right Knowledge Article with Snippetsp. 59
- Look to the Left to Narrow Search Resultsp. 61
- Encrypt Your Search Index (Generally Available)p. 58
- Create Custom Apps in Lightning Experience and Navigate More Efficientlyp. 62
- Create Multiple Records More Quickly in Lightning Experiencep. 68
- Get Field-Level Help in Lightning Experiencep. 67
- Record Details Tab Never Forgets in Lightning Experiencep. 69
- Clearer, More Actionable Popup Messages for Recordsp. 69
- See More Specific Dialog Titles When Creating Recordsp. 71
- Troubleshoot Record Errors Quickly and Easily in Lightning Experiencep. 70
- Control Sandbox Size by Reducing Version Historyp. 72
- Critical Updatesp. 496
- Walkthroughsp. 497
- Introducing the Utility Bar Implementation Guidep. 503