Salesforce Overall: Favorites, Console Apps, and More Actions
Spring ’17 gives you
more reasons to love Lightning Experience. Customize
your navigation experience with favorites, see multiple records on one screen with console apps,
and access more global actions from anywhere in Lightning Experience.
Improve Your Salesforce Implementation with Optimizer
Ever wonder how you can streamline your Salesforce implementation, simplify Salesforce for your users, and increase feature adoption? With Optimizer, you can! Optimizer lets you run an automated, programmatic analysis of your sandbox or production environments. Then, we send you an Optimizer report that provides concrete recommendations for how you can improve Salesforce for your company. Optimizer is available at the end of January.
Feel Confident About Your Lightning Experience Readiness
Just as we’re always adding new features to Lightning Experience, we’re adding to the list of customizations that you can evaluate using the Lightning Experience Readiness Check. And if you’re still feeling skittish about acting on our recommendations, sign up for a free consultation with a Lightning Experience expert to get more advice. This change applies to both Lightning Experience and Salesforce Classic.
Console Apps: Now in Lightning Experience (Beta)
Are you ready to celebrate? Because we are. Console apps are now available in Lightning Experience. Create console apps for your users to let them view multiple records on one screen and easily access utilities and the critical record details they need—all in Lightning Experience. Lightning console apps are available only to Sales Cloud and Service Cloud users. To prevent unexpected issues, don't give other users access to Lightning console apps. Previously, the console was only available in Salesforce Classic.
Enhance Your Lightning Apps with the Utility Bar
The utility bar gives your users quick access to common productivity tools, like Notes and Recent Items. It appears as a fixed footer that users can access to open utilities in docked panels. Under the covers, utilities harness the power of Lightning components. You can add a utility bar to any Lightning app, including standard and console apps. Previously, you could only add or customize a utility bar using the API. This feature is new in Lightning Experience.
Take More Actions from the Global Actions Menu
Create records, log calls, take notes, and launch canvas, Visualforce, and Lightning component actions from anywhere in Lightning Experience. The Global Actions menu () now displays nearly all global actions from the Salesforce1 and Lightning Experience Actions section of the global publisher layout. This change applies to Lightning Experience only.
Use Person Accounts in Professional Edition
Dear Professional Edition users, please meet our good friend Person Accounts. Maybe you’ve heard of each other. Well, now you can start working together to store information about individuals who function like businesses. This change applies to Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.
Rich-Text Editors Disabled When LockerService Critical Update Is Active
In Lightning Experience, Salesforce1, and template-based Communities, you can’t use rich-text editors or edit fields with rich text when the LockerService critical update is active in sandboxes and Developer Edition orgs. Rich-text editors and fields in production orgs continue to function normally even when LockerService is activated. Also, LockerService has no effect in Salesforce Classic or Lightning Out, which includes usage of Lightning components in Visualforce.
Search: Smart Tools Take You to the Right Results
Our increasingly flexible search capabilities get you where you need to go in Salesforce, fast. Already know which object you’re looking for? Zoom in on it first thing, before entering your search terms. Contacts are easier to find when you know which account they’re connected to. If it’s Knowledge articles you seek, we’ve got more filtering options and article snippets in Top Results. Admin-defined dependent lookup filters in Lightning Experience help streamline workflows. And, as you’ve come to expect in each release, more objects are searchable.