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Salesforce Winter ’17

Released on December 21st, 2017

In the Winter ’17 release, many of your favorite features are easier to use than ever before. Lightning Experience has a brand new navigation bar and lots of critical sales, service, and analytics capabilities. You’ve got more options for managing customer and partner communities, running your business from your phone, and keeping your data and your users secure. Not to mention plentiful new customization and app development features, including custom Lightning apps.

Supported Browsers

Supported browsers for Salesforce vary depending on whether you use Salesforce Classic or Lightning Experience.

Salesforce Overall: Custom Apps, Efficient Navigation, and Field-Level Help

Winter ’17 gives you more reasons to love Lightning Experience. Create custom apps, navigate with greater efficiency, and guide your users with field-level help.

Lightning Experience: A Modern and Intelligent User Experience

Lightning Experience is a completely reimagined interface. Even better, it’s built on our UI platform, so the experience can grow and evolve with your needs. Check out the new features and considerations in this release.

Sales: Sell Smarter and Faster in Lightning Experience

Lightning Experience keeps getting better. Now you can help marketing and sales teams drive more business to your company with new and improved productivity features like Voice and Enhanced Email. See news articles on more records so reps stay informed. Improve data quality with a data assessment. Plus, Lightning support was added for some old favorites like contracts, quotes, and Campaign Influence. Clean Rule Setup and Company Information for Accounts

More key features are now available in Lightning Experience: Clean rule setup and, for Clean customers, a rule that adds valuable company information to your account data.

Analytics: Lightning Enhancements, Trending in Wave, Wave Dashboard Designer, and More

Drive decisions with insights from reports and dashboards and Wave Analytics. Lightning Experience reports and dashboards offer improved access, more filtering options, and chart enhancements. Wave Analytics takes it to the next level with trending in Wave, prebuilt apps, Wave dashboard designer, a data management tool, notifications, and an Android app.

Service: Big Changes to CTI, More Features for Field Service

If you use CTI (computer-telephony integration), listen up! Desktop CTI is retiring in Spring ’17, so you’ve got only one more release to migrate to Open CTI. (On the bright side, Open CTI now works in Lightning Experience.) Expertly manage your field service operations with a host of new Field Service Lightning features. And Instagram joins Twitter and Facebook in the lively land of Social Customer Service.

Communities: Field Service in Communities, Lightning Bolt, Comment Moderation, and More

Look out world—here comes an upgraded Communities experience that’s more robust, flexible, and extensible than ever. Field service in Communities lets customers easily schedule appointments from within a community. With Lightning Bolt, consulting partners and ISVs can quickly export custom templates and pages to distribute to their customers. And moderation on comments provides community managers with control over the entire feed. Salesforce got many more time-saving features to tell you about, so dig in!

Chatter: New Group Wizard, Custom Group Reports, Videos in Place

Group feeds auto-refresh, rich content in feeds support inline images and code markup, and videos now play in context. Plus, custom reports for groups and several look-and-feel improvements make your Chatter experience richer!

Files: Attach Multiple Files to Posts, Work Smarter with Files Connect, Upload Asset Files for Custom Apps

Attach up to 10 files to Chatter feed posts in Lightning Experience. Make your life easier with simpler setup and more relevant content in Files Connect. Use Salesforce Files as icons when packaging custom Lightning apps.

Mobile: Do More on the Go

Mobile keeps us connected from just about everywhere, meaning you can get your stuff done from anywhere. So new ways to be productive outside of the office were added. The Salesforce1 mobile app is pumped up with more intelligence, more actions, and more options for sharing info with colleagues. And Salesforce Authenticator makes it even easier to stay safe and secure with notifications about automated activities and a new option to back up (and restore) connected accounts.

Financial Services Cloud: Lightning Pages and Customization

Who said Lightning strikes only once? Well, Financial Services Cloud strikes again with a new Lightning Page for customizing clients and households. Don’t forget your surfboard, because the all new Advisor Wave will make a big splash with new Wave Dashboards, embedded in Financial Services Cloud.

Health Cloud: Care Plan Templates and More

Salesforce has been hard at work making it easier for care coordinators to get more done and increase patient engagement.

Customization: Improved Setup for Lightning Experience, More Flexible Lightning Pages, and Reports for External Objects

This release is full of goodies for the point-and-click admin. Find things in Lightning Experience Setup by using global search. Enjoy more granular control over your Lightning pages and picklist values. And if your company uses external objects, run reports across all your data, regardless of where it's stored.

Security and Identity: Quicker Logins, Policy-Based Responses, Bring Your Own Encryption Key

Protect your organization and your users with an even more secure and convenient login experience, U2F security keys for two-factor authentication, and more secure login handling. In Lightning Experience, get to Salesforce apps, custom apps, and connected apps from one App Launcher view. Transaction Security policies let you respond quickly to specified security situations. You can generate your own encryption keys, and you can store larger OAuth tokens and password fields.

Deployment: More Flexible Quick Deployments, More Deployable Items

You now have new ways to deploy changes to your organization. Take advantage of the larger time window for quick deployments, add picklist values to change sets, and deploy suites of Apex tests.

Development: Create Your Own Salesforce App helps you develop new applications and integrations for your organization or for resale to other organizations.

Marketing: Tools to Engage Your Customers Like Never Before

Marketing Cloud is the premier platform for delighting customers with 1:1 customer journeys. It enables you to build a single view of your customer-leveraging data from any source, and plan and optimize unique customer journeys based on your business objectives. Deliver personalized content across every channel and device at precisely the right time, and measure the impact of each interaction on your business so you can optimize your approach in real time and deliver better results.

Critical Updates: LockerService Changes, More Clickjack Protection for Visualforce Pages

The LockerService critical update from the last release has been postponed. Also, this release includes a critical update that extends legacy browser-compatible clickjack protection for Visualforce pages that hide the page header.

For a full list of changes, download the PDF version of these release notes.


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