Top Pick # 1: Horizontal navigation bar
Coming winter 17, Salesforce is moving to horizontal navigation bar (menu). By wait, that's not everything. This new horizontal navigation menu comes with some pretty slick bells and whistles.
As an Admin do I need to do anything?
There are few steps that you would be required to take (you know just to ensure things go smoothly)
Top Pick # 2: Build reusable, invocable process
Yes you guessed this one, this is exactly what it sounds. Now (well after winter 17 release) you can create process that could be invoked by another process. This invocable process can be called from multiple processes or from multiple action group in the same process.
Things to remember:
Top Pick # 3: Search lightning experience setup with global search - Save few more clicks
Use global search instead of Quick Find to find specific setup records, such as the some picklist or profile. While in Setup, enter the name of the setup record into global search. For example, you want to find a User quickly without browsing through Users so that you can reset the password. On the search results page, use the search scope bar beneath global search to see results only for a specific Setup object.
Things to remember
Top Pick # 4: Inline editing comes to lightning
Get more done with fewer clicks. Winter 17 is bringing inline edit to lightning, you can also select multiple records from list and accept them or assign campaign members.
Things to remember
Inline edit will not work if
Top Pick # 5: New look for the app launcher
One of the major updates in terms of user experience, the new and updated app launcher is now better then ever
Top Pick # 6: Field-Level help in salesforce 1 and lightning experience
To be honest, I always felt that this was an obvious miss in salesforce 1 and lightning experience. Well now we have it and best part is no additional configuration or development is required. Simply view help by hovering over the info icon. Its supported across all browsers and it shows up regardless of your screen size, the data type of the field, or the location of the field in your layout.
Note: Images/Screenshot taken from release notes.
Coming winter 17, Salesforce is moving to horizontal navigation bar (menu). By wait, that's not everything. This new horizontal navigation menu comes with some pretty slick bells and whistles.
- #1: Display the name of app prominently and allow user to switch between apps.
- #2: Brand your app with a custom logo. This custom logo will appear in two places; (1) Lightning header and (2) App Launcher
- #3: You can also assign a color to your app's navigation bar. (You won't believe how many times I have received this request from clients)
- #4: Find complete actions and recently accessed items and lists with a single click (see that little arrow next to tab names)
As an Admin do I need to do anything?
There are few steps that you would be required to take (you know just to ensure things go smoothly)
- Review your current apps to verify that each description field contains information that is meaningful to your users. The description fields will be visible to your users in the new App Launcher following the Winter ‘17 release
- Approximately two weeks before your org is upgraded to Winter ‘17, salesforce will automatically change all navigation menu names to “Lightning.” After this change, we recommend that you modify these temporary names and navigation menu descriptions to the actual names and descriptions you want associated with the Lightning apps that replace the navigation menus. The names you assign are how users will identify the Lightning apps in the user interface.
- After the Winter ‘17 release, you should edit your apps, to ensure they have the proper name, description, logo, navigation bar color, and other key settings.
Top Pick # 2: Build reusable, invocable process
Yes you guessed this one, this is exactly what it sounds. Now (well after winter 17 release) you can create process that could be invoked by another process. This invocable process can be called from multiple processes or from multiple action group in the same process.
Things to remember:
- When you create a process that invokes another process, each one counts toward your process and other applicable limits.
- DML limits in processes that invoke processes count as one transaction
- Most importantly, Only processes based on objects that share at least one unique field ID can invoke or be invoked by another process.
Top Pick # 3: Search lightning experience setup with global search - Save few more clicks
Use global search instead of Quick Find to find specific setup records, such as the some picklist or profile. While in Setup, enter the name of the setup record into global search. For example, you want to find a User quickly without browsing through Users so that you can reset the password. On the search results page, use the search scope bar beneath global search to see results only for a specific Setup object.
Things to remember
- You must be in Setup to see Setup search results from global search.
- You can’t search all Setup objects.
- You can only search by the name of the setup record.
- You can’t customize which setup record appears in the search scope bar beneath global search.
- You can’t customize the search layout.
- You can’t sort or filter results.
Top Pick # 4: Inline editing comes to lightning
Get more done with fewer clicks. Winter 17 is bringing inline edit to lightning, you can also select multiple records from list and accept them or assign campaign members.
Things to remember
Inline edit will not work if
- The list view contains more than one record type.
- The list view uses filter logic that contains OR clauses.
- The list view contains lookup or dependent picklist fields
Top Pick # 5: New look for the app launcher
One of the major updates in terms of user experience, the new and updated app launcher is now better then ever
- All Apps shows your custom, standard, Lightning Experience, and connected apps in one place.
- All Items shows the home page, the feed, tasks, events, objects, custom tab types, and more. These items are independent of the app that shows up on the navigation bar
- Access the App Launcher by clicking the App Launcher icon (
) on the navigation bar. (see Top Pick # 1) - Users can drag and drop apps to reorder them. You can change the default order in which apps appear from the App Manager
Top Pick # 6: Field-Level help in salesforce 1 and lightning experience
To be honest, I always felt that this was an obvious miss in salesforce 1 and lightning experience. Well now we have it and best part is no additional configuration or development is required. Simply view help by hovering over the info icon. Its supported across all browsers and it shows up regardless of your screen size, the data type of the field, or the location of the field in your layout.
Note: Images/Screenshot taken from release notes.
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