Salesforce Spring 16 New Features – Part 3

Salesforce Spring 16

Salesforce Spring 16

This is part 3 of our 4 part Spring 16 release write-up. In Part 1 we covered the new Lightning Experience features and in Part 2 we focused on Service Cloud. For this part were are going to focus on all of the Collaboration features – mostly updates to Chatter, Communities and Files. Lots of great stuff, so let’s get right at it.

  • Broadcast Groups – Spring 16 brings a new type of Chatter Group called Broadcast Groups. A pretty useful new feature, basically it prevents anyone but the group owners from created a new message. This group is perfect for when you are trying to focus a group around announcements or updates on a particular topic. So, if you’re organizing an event, or a product launch, and need the event / product managers to have a group that would be focused on weekly updates, this is the type of group you’d want. This will allow those managers to post their updates and ensure those updates don’t get lost in a clutter of other posts.
  • Chatter Group in Napili – With the new Lightning Components, you can now add Chatter Groups to the Napili Community Template. This is a big addition to the Napili templates as it really allows you to add some collaboration to the self-service. They look terrific as well. Example below.

    Chatter Groups in Napili

    Chatter Groups in Napili

  • User Profile Component – Communities now have a slick new User Profile component that can be added and customized to your Community needs. It’s a very nice looking page (see below) and you can determine what information is visible including Related Lists, Chatter Stats, or Knowledgeable About. The added bonus is each of these pieces are actually their own components so if you decide to build out a custom profile page of your own, you can still use these components. As with everything Lightning, this is completely responsive and will switch to a 1 column page when viewed from a mobile device.

    New Community User Profile Component

    New Community User Profile Component

  • Community Template Improvements – There are a slew of new improvements specific to the Community templates. One note on the Community Templates. If you’re already live on the templates, you will need to upgrade to the latest version to take advantage of all of these features. Salesforce will actually stop supporting the older version in Summer 16, so you definitely want to make this move. One bummer is you will need to redo any customization that you have done, so make sure to keep track of your changes before upgrading. More information about why to upgrade is here.
    • Create Records – Within Napili you can now add a Create New Record to the global actions. Super useful. This supports most objects: Accounts, Cases, Contacts, Leads, Opportunities, Tasks, Events, Campaigns, Campaign Members, and Custom Objects.
    • More Actions for Records – For Napili, users can now access the actions on a related list – edit, delete, etc. In addition, for the main record, any action on the Quick Actions can now be accessed. Previously you could only edit or delete.
    • New Record Detail Component – Again, just for Napili, you can now add a page detail component to any record. Essentially this will show the page layout the Community User’s profile can see within Napili. See below.

      Napili Record Detail Component

      Napili Record Detail Component

    • Additional Objects available for Napili – A whole list of new objects are now available to be exposed in Napili including: Campaigns & Campaign Members, Leads, Opportunities, Notes, and a few others. Unfortunately, still no Assets. That is a killer one to be missing for the self-service template.
    • Lookup Fields – Lookup Fields are now supported in the Koa, Kokua, and Napili templates. Very needed update here.
    • Lightning Components available for Aloha – The Aloha template can now be fully extended with Lightning Components, just like the original 3 templates.
    • Improved Leaderboard for Napili – The Napili Leaderboard is now customizable with a few new features. First you can choose to show whether a user on the Leaderboard is logged in currently or not. If you choose to, they will be highlighted when they are logged in. Second, you can show the last time a user was active. Both are interesting ways to drive more competition within the Community.
    • Endorse Users – Now users can endorse each other for Topics they are knowledgeable about. This is extremely popular on Linkedin and I can see being a big draw within Communities.

      Endorse Users in Communities

      Endorse Users in Communities

    • Images & Videos in the Rich Text Component – Pretty self-explanatory, but a great new addition.
    • Reset Password – Now users can reset their password right from within the My Account section of the community. No more having to go to the login page.

  • Improved File Sharing – With Winter 16’s Lightning Experience came the new HD File Preview functionality (which is very slick) and now with Spring 16, we get improved File Sharing. With a quick click of the share button, you can now easily share with users or groups (or both at the same time) and also set with those users / groups are Viewers or Collaborators. In addition, with a single click you can expand the “Who Can Access” section to view all of the users that have access to a File and if you’d like, prevent other users from sharing it. Definitely a big usability improvement for Files, but please note, this is only available with Lightning Experience.

    File Sharing with Lightning Experience

    File Sharing with Lightning Experience

  • Preview Google Docs Files – If you’re a Google Docs user, you’ve probably already connected Google Docs with Files Connect (if not, you need to). Now, the Files Preview will allow you to preview a Google Doc that is found through Files Connect just like you would a File uploaded to Chatter. Pretty nice feature for users of Google Docs, but again, this is only available with Lightning Experience as it requires the new Lightning File Preview.
    File Preview of Google Docs

    File Preview of Google Docs

  • Chatter Group Reporting – A handy new Engagement Report is linked to each Chatter Group where you can see the main stats of how the Group is performing. Includes counts of Members, Posts, Comments, Likes and Questions.
  • Chatter Group Limits Bumped Up – We just hit the total Chatter Group limit for the first time at a client 2 months ago, so funny to see this get bumped up right after. Now you can have up to 30,000 Chatter Groups in your instance and a user can be a member in up to 300 groups at a time.
  • Files Upload Button – I didn’t see this in the release notes, but saw it in the Spring 16 sandboxes. Last release, salesforce came out with the Files related list. A great feature to streamline accessing all of the Files that were loaded as part of the Chatter feed. Unfortunately, from that list, there was no way to upload. With Spring 16, salesforce has added an Upload button here so you can add a File directly to a record from the related list instead of being forced to use the Chatter Feed. And all is a little better in the world.
  • Banner Pictures – You now have the ability to upload a nice banner picture that goes across the top of a Chatter Group or a User Profile. For a User Profile it doesn’t replace the profile picture but rather enhances the page – similar to what Twitter does. Please note this only works with Lightning Experience turned on.

    User Profile Banner Picture

    User Profile Banner Picture

  • Edit Chatter Posts with Links or Files – The new Edit Posts feature came out in Summer 15 and it’s been a great feature. It was slightly annoying though that it didn’t work on posts that were a link type or ones that had attachments. This is now corrected in Spring 16. Nice to see.
  • Files Connect with Box – This is actually a Pilot, so you’ll need to apply to join, but Box is next up for cloud services you can link to with Files Connect. Hopefully Dropbox is on deck.
  • Files without Chatter – For those of you that don’t have Chatter enabled (Seriously?), Files will now work. Previously you needed Chatter enabled for all of the Files functionality.
  • Chatter Messenger – Looks like for all new orgs, Chatter Messenger is being disabled. This feature never really took off, so not a surprise here.

No single big update, but a ton of small to medium updates. There’s also a slew we didn’t cover, so I definitely suggest reading the release notes. Next up will be the Sales Cloud write-up and then potentially an unexpected 5th write-up focused on Analytics Cloud.

Leave a Reply

Your email address will not be published.

Find out how Gears CRM can take your Salesforce to the next level:
Contact Us