How and When Do Features Become Available?

Some features in Winter ’17 affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.

Supported Browsers

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

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Supported Browsers for Lightning Experience check icon indicating true
Supported Browsers for Salesforce Classic check icon indicating true

Lightning 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.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Lightning Experience Features in This Release check icon indicating true
What’s Not Available in Winter ’17 Lightning Experience Features check icon indicating true

Sales

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, we've added Lightning support for some old favorites like contracts, quotes, and Campaign Influence.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Core Sales Features
Accounts
Accounts Get an Automatic Upgrade (available within 24 hours after the release) check icon indicating true
Get the Complete Picture with Account Logos (Generally Available) check icon indicating true
Get the Scoop on a Company’s Top Leaders check icon indicating true
Contacts
Relating a Contact to Multiple Accounts Gets Even Better check icon indicating true
News Has Arrived for Contacts check icon indicating true
Stay-in-Touch Requests Is Retiring in Summer ’17 check icon indicating true
Leads
Identify and Merge Duplicate Leads in Lightning Experience check icon indicating true
Lead the Way to Closed Deals with News for Leads check icon indicating true
Campaigns
Assign Credit for Opportunities to Multiple Campaigns with Customizable Campaign Influence (Generally Available) check icon indicating true
Set Up Customizable Campaign Influence check icon indicating true
Contracts check icon indicating true
Opportunities
Add Products with Schedules in Lightning Experience check icon indicating true
Sales Path Activation Just Got Easier check icon indicating true
Add Quotes to Opportunities in Lightning Experience check icon indicating true
News
Account Insights Is Now Called News check icon indicating true
Start Spreading the News on Chatter check icon indicating true
Give Feedback on News Items With Fewer Clicks check icon indicating true
Data Assessment
Request an Account Data Assessment in Lightning Experience check icon indicating true
When Your Data Assessment Is Complete, You Get an Email check icon indicating true
Productivity Features
Home
Take Action in the Assistant check icon indicating true
Dismiss Unhelpful Recommendations check icon indicating true
Lightning Voice
Access Voice from the Utility Bar check icon indicating true
Make Calls with Your Keyboard or the Virtual Dial Pad check icon indicating true
Easily Access Call History check icon indicating true
Handle Missed Calls with Notifications and Call Forwarding check icon indicating true
Email
Reply to and Forward Emails Right from Salesforce check icon indicating true
Daily Org Limits for Sending Emails with the API Have Increased check icon indicating true
Activities
Filter the Activity Timeline check icon indicating true
Personalize Calendars with Different Colors check icon indicating true
See a Monthly View of Your Calendar Events check icon indicating true
Cloud Scheduler is Being Retired check icon indicating true
List Views
Optimize Clicks and Time by Editing Inline (Beta) check icon indicating true
Quickly Add Multiple Members to a Campaign check icon indicating true
Take Ownership of Multiple Leads at Once check icon indicating true
Run a Custom Mass Action on Multiple Records check icon indicating true
List Views No Longer Available for People and Reports check icon indicating true
Kanban
Get Prompted to Update Required Fields from the Kanban View check icon indicating true
Modify Records from the Kanban View check icon indicating true
Google Integration (Beta)
Sync Appointments from Google Calendar™ to Salesforce (Beta) check icon indicating true
Microsoft® Integration
Lightning for Outlook
Lightning for Outlook and Shield Platform Encryption Play Well Together check icon indicating true
Put Your Own Spin on Lightning for Outlook (Beta) check icon indicating true
Lightning Sync
Professional Edition: Getting Sync-y with It check icon indicating true
Lightning Sync and Shield Platform Encryption Play Well Together check icon indicating true
Connect Microsoft® Exchange to Salesforce Securely and Easily check icon indicating true
Automatically Relate Sales Reps’ Calendar Events to the Most Relevant Salesforce Contacts or Leads check icon indicating true
Salesforce for Outlook
Critical Upgrade Required for Salesforce for Outlook Users check icon indicating true
Say Hello to Recurring Events in the Salesforce Side Panel check icon indicating true
Retiring Support for Microsoft® Outlook® 2007 and Microsoft Exchange 2007 check icon indicating true
Skype for Salesforce (Beta)
Use Skype for Business® Chat, Video Calling, and Audio Calling in Salesforce (Beta) check icon indicating true
Other Changes in Microsoft® Integration
Verify Your Security Protocol to Avoid Service Interruptions check icon indicating true
Connect for Office Microsoft® Excel Add-On: No Longer Supported Starting in March 2017 check icon indicating true
Connect for Office Microsoft® Word Add-On and Standard Mail Merge: No Longer Supported Starting in March 2017 check icon indicating true
Pardot
See Inactive Automation Processes with a New Monthly Report check icon indicating true
Enable or Disable A/B Testing When Editing and Copying Emails check icon indicating true
Customize and Export Prospect List Data check icon indicating true
Personalize Emails with New Assigned User Variable Tags check icon indicating true
Prevent Cross-Site Scripting Attacks with Variable Tag Modifiers check icon indicating true
Allow Multiple Prospects with the Same Email Address check icon indicating true
Create Automations Based on Public List Membership and Email Opens check icon indicating true
Dive Deeper into the Data That Matters Most with Wave for B2B Marketing check icon indicating true
Salesforce Engage: Prospect List Customization, Editable Template Regions, Person Account Support
Edit Template Regions in Engage Emails check icon indicating true
Use Custom Date Ranges in Engage Reports check icon indicating true
Use Person Accounts with Salesforce Engage check icon indicating true
View Prospect Engagement History in Lightning Experience check icon indicating true
Engagement Studio: Wait Time Option, Locking Programs
Hold All Prospects on a Trigger with a Wait Time Option check icon indicating true
Save Your Changes with Locking Programs check icon indicating true
Track and Report on Engagement Program Versions check icon indicating true
Other Changes in the Sales Cloud
Sales Console Changes check icon indicating true
Import My Accounts and Contacts Wizard Is Retired check icon indicating true
Account Autofill Supports More Companies check icon indicating true
Name Fields in Rows Visible in Custom Report Types check icon indicating true
Opportunities: Probability Field Editable in Lightning Experience check icon indicating true
Contact Mailing Field Labels Changed in Lightning Experience to Match Salesforce Classic check icon indicating true
Recurring Events Start and End Field Labels Have Changed check icon indicating true

Data.com

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

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Set Up Clean Rules in Lightning Experience check icon indicating true
Add Key Information to Account Records Automatically check icon indicating true

Analytics

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 manager tool, notifications, and an Android app.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Reports and Dashboards
Design Your Dashboard with Keyboard Shortcuts, Use a Screen Reader check icon indicating true
Filter Reports by Role Hierarchy in Lightning Experience check icon indicating true
Filter Reports by Relative Dates in Lightning Experience check icon indicating true
Preserve Filters When Drilling in to a Report from a Dashboard in Lightning Experience check icon indicating true
Chart Improvements in Lightning Experience: Table, Gauge, Bar, Scatter, Line, and Combo Charts check icon indicating true
Broaden Your Horizons—Include External Data in Reports check icon indicating true
Wave Analytics
Track Your Business Over Time with Trending Wave Dashboards check icon indicating true
Accelerate Analytics with Prebuilt Wave Apps
New Sales and Service Wave Configuration Wizards Take Guesswork Out of App Creation check icon indicating true
Streamline Sales Cloud Analytics with the Refreshed Version of Sales Wave check icon indicating true
Service Wave Gives You the Right Data at the Right Time to Make Smart Service Decisions check icon indicating true
Get Smart Insights into Your Org’s Activities Fast with Event Monitoring Wave check icon indicating true
Take the Guesswork Out of Upgrading Prebuilt Wave Apps to a New Version check icon indicating true
Wave: Explore, Visualize, and Easily Design
Beyond Compare Table check icon indicating true
More Charts for Your Viewing Pleasure check icon indicating true
Wave Dashboard Designer (Generally Available): Build Dashboards More Easily check icon indicating true
Understand the Changes Coming to Bindings check icon indicating true
Get More Support with Enhanced Dashboard User Assistance and Documentation check icon indicating true
Wave: Extend Analytics to Every Business Process
Set Smart Notifications to Keep Up to Date on Your Most Important Business Metrics check icon indicating true
Embed Wave in Any Lightning Page check icon indicating true
Embed Wave in Any Mobile Page check icon indicating true
Annotate and Collaborate on Wave Dashboards More Easily check icon indicating true
Download Dashboard Widget Data in the Wave Dashboard Designer check icon indicating true
Choose Your Session Security HttpOnly Attribute Setting check icon indicating true
Wave: Go Places with Wave Mobile Apps
Experience the Latest Wave for iOS check icon indicating true
Ride the Wave You’ve Been Waiting For: Wave Analytics for Android check icon indicating true
Wave: Integrate Your Data
Prepare, Replicate, and Monitor in the New Data Manager check icon indicating true
Optimize Your Dataflows with Replication (Generally Available) check icon indicating true
Create Datasets with Data Prep (Beta) check icon indicating true
Remove Fields from Your Datasets with the sliceDataset Transformation check icon indicating true
Wave: Develop on the Platform with SAQL and REST API enhancements
Take Advantage of New String and Aggregation SAQL Functionality check icon indicating true
Review Updates to the REST API for Wave check icon indicating true

Service

If you use CTI (computer-telephony integration), listen up! We’re retiring Desktop CTI 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.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
CTI
Make Your Calls in Lightning Experience with Open CTI check icon indicating true
The End is Near for Desktop CTI check icon indicating true
Field Service
Manage Your Workforce with Service Resources check icon indicating true
Schedule Work with Service Appointments check icon indicating true
Define Your Field Service Footprint with Service Territories check icon indicating true
Track Your Workforce’s Expertise with Skills check icon indicating true
Manage Daily Schedules with Operating Hours check icon indicating true
Report on Field Service Lightning check icon indicating true
Get Geocoding Data in Field Service Lightning check icon indicating true
Do More with Work Orders
Standardize Your Work Orders with Work Types
Work Orders Supported in Professional Edition check icon indicating true
Add Duration and Required Skills to Work Orders check icon indicating true
View Suggested Articles on Work Orders check icon indicating true
Changes to Work Order Enablement check icon indicating true
Create Criteria-Based Sharing Rules for Work Orders (Beta) check icon indicating true
Get Notified About Work Order Updates check icon indicating true
Updated Limits on Work Order Hierarchies check icon indicating true
New Status Options on Work Orders check icon indicating true
Streamlined Work Order Pricing check icon indicating true
Social Customer Service
Instagram Generally Available check icon indicating true
Sync Your Social Accounts Faster check icon indicating true
Social Post and Persona Home Pages Available in Lightning Experience check icon indicating true
Case Feed Social Actions Available in Lightning Experience check icon indicating true
To Favorite Me Is to Like Me check icon indicating true
Reply in Facebook Without the Original Post check icon indicating true
The End Is Here for the LinkedIn Pilot check icon indicating true
Knowledge
Access Your Data Categories and Articles with REST API check icon indicating true
Welcome to Knowledge, Professional Edition check icon indicating true
Salesforce Console
Control List View Hovers in the Console check icon indicating true
Omni-Channel
Omni-Channel Supervisor: Give Supervisors Real-Time Insight (Beta)
Drill Down for Agent, Work, and Queue Details check icon indicating true
View a Timeline of Agents’ Work check icon indicating true
Find What You Need with Sorting and Filtering check icon indicating true
Live Agent
Omni-Channel Routing for Live Agent Chats: Use Omni-Channel Queues to Route Chats with Other Work (Beta)
Pick Me! Prioritize Chats Alongside Other Omni-Channel Work check icon indicating true
Consolidate Agents’ Notifications on Omni-Channel check icon indicating true
Give Supervisors Real-Time Data from Omni-Channel-Routed Chats with Omni-Channel Supervisor (Beta) check icon indicating true
More Chat Settings Moved to Omni-Channel Setup check icon indicating true
Limitations for Omni-Channel Routing for Live Agent Chats check icon indicating true
Live Chat Transcript: Your Transcripts Get a Major Upgrade
New Page Layouts for Live Chat Transcripts check icon indicating true
Bye, Bye, Paper Clip! Attach Records to the Chat Transcript with a Sidebar Lookup Component check icon indicating true
Access More Data for Chats Routed with Omni-Channel check icon indicating true
Customize Chat Time-Outs and Alert Agents to Unresponsive Customers check icon indicating true
Case Feed
Change the Case Owner Using a Quick Action or a Macro check icon indicating true
View All Contact Fields on Case Pages check icon indicating true
Case Feed: Updates to Lightning Experience Email
Ensure Consistency by Using Default Email Templates in Lightning Experience and Salesforce1 check icon indicating true
Declutter Your Screen with Collapsible CC and BCC Fields for Case Emails in Lightning Experience check icon indicating true
Standardize From Addresses in Emails That Agents Send from Cases check icon indicating true
Send Email Attachments from Cases in Lightning Experience check icon indicating true
View Email Attachments in Your Email Feed Items in Lightning Experience check icon indicating true
Chatter Answers: Help Customers Get Answers Fast
Chatter Answers Retires in Winter ’18 check icon indicating true
Entitlement Management
Entitlement Process Update Rules Just Got... Well, Updated check icon indicating true
Updated Limits on Service Contract Hierarchies check icon indicating true
Assets
Updated Limits on Asset Hierarchies check icon indicating true
Snap-Ins: Bring the Power of Service Cloud Components to Your Website
Support Your Customers from Your Website with Snap-In Chat (Beta) check icon indicating true
Service Cloud Lightning Snap-ins SDK: Now Generally Available for iOS check icon indicating true

Communities

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. We’ve got many more time-saving features to tell you about, so dig in!

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Access Check Violations Are Now Enforced in Communities check icon indicating true
LockerService for Communities Critical Update Postponed check icon indicating true
Create Partner Communities with the Lightning Partner Management Solution check icon indicating true
Community Builder
Lightning Bolt Solutions: Build Once, Then Distribute and Reuse check icon indicating true
Rebrand Really Quickly with Custom Theme Layouts check icon indicating true
Expand Your Workspace Horizons with the Streamlined Community Builder check icon indicating true
Add Lightning Components from the AppExchange in Community Builder check icon indicating true
Track, Learn, and Fine-Tune with Google Analytics check icon indicating true
Control Public Access for Each Page in Your Community check icon indicating true
SEO Enhancements Improve Search-Engine Ranking check icon indicating true
Page Layouts Are Now Called Content Layouts check icon indicating true
Develop and Customize with Global Lightning Components, Interfaces, and Events check icon indicating true
Community Templates
Napili Is Now Called Customer Service (Napili) check icon indicating true
Create Communities with the Jazzed Up Wizard check icon indicating true
The Customer Service (Napili) Template Supports Even More Objects check icon indicating true
Get Field-Level Help in Communities check icon indicating true
Expose Content from External Data Sources in Your Template-Driven Community check icon indicating true
Add Reports and Dashboards to Community Pages check icon indicating true
Send Rich-Text Emails Directly from Cases, Leads, and Other Records check icon indicating true
Help Partners Follow Your Company’s Sales Processes with Sales Path check icon indicating true
Topics: Get Email Notifications, Find Topics to Feature, and More
Send Topic Email Notifications to Keep Your MVPs Informed check icon indicating true
Easily Find Topics You Want to Feature check icon indicating true
No Getting Lost with These Breadcrumbs, Hansel and Gretel check icon indicating true
Quickly Add Topics Across All Translated Languages check icon indicating true
And Topics Have Even More Improvements check icon indicating true
Expand Your Community to Include Field Service Data check icon indicating true
See View Counts for Related Articles check icon indicating true
See Interaction Counts for Related Questions check icon indicating true
Edit Inline and Add Videos More Easily with the Enriched Rich Content Editor check icon indicating true
Get Your Row Level Actions in List Views check icon indicating true
A List with a View check icon indicating true
The Birth of a New List View Layout check icon indicating true
Changing Templates Is No Longer Supported for Koa, Kokua, and Customer Service (Napili) check icon indicating true
Chatter and Files in Community Templates
Questions Come to More Chatter Feeds in Communities check icon indicating true
Rich Content and Code Snippets Come to Comments and Answers check icon indicating true
Make Your Comments and Answers Pop with Inline Images check icon indicating true
More Ways to Mute a Feed Item check icon indicating true
We Optimized Publishers in Your Mobile View of Communities check icon indicating true
Sort Topic Feeds by Top Questions check icon indicating true
Find Out Who Likes Your Comment or Answer check icon indicating true
Play Videos Directly in the Feed check icon indicating true
New Location for View Case Link check icon indicating true
Files List Component—Now Playing on Mobile check icon indicating true
Files List Component Welcomes Your Content Libraries check icon indicating true
Community Management
Moderation Has a Whole New Look check icon indicating true
Allow External Users to Moderate Community Content check icon indicating true
Premoderation: Review Posts and Comments from Your Community Members (Generally Available) check icon indicating true
Premoderation on Comments—the Spam Stops Here check icon indicating true
Use Premoderation in Salesforce Tabs + Visualforce Communities check icon indicating true
Moderate Record Feeds check icon indicating true
Mark as Spam and Leave a Note check icon indicating true
Flagged Comments Insights Report check icon indicating true
Get Notified When a Post or Comment Is Pending Review check icon indicating true
Create Your Own Community Dashboards and Use Labels of Your Choice check icon indicating true
Someone’s Been Clicking My Recommendations check icon indicating true
User Profile Photos Go Big and Circular check icon indicating true
Identify Your Members with Custom Community Roles and Company Names check icon indicating true
Smart Add for Group Members check icon indicating true
Customize the Group Engagement Tab check icon indicating true
Groups’ Creation Wizard check icon indicating true
Email on Announcement (Generally Available) check icon indicating true
Customizable Groups Arrives (Beta) check icon indicating true
Custom Group Report Charts check icon indicating true
Add Members Gets Its Own Component check icon indicating true
Improve Your Community’s Search Quality with Search Dashboards check icon indicating true
Other Changes in Communities
Improved Default Group Icon check icon indicating true
Link Between Visualforce Pages in Salesforce1 check icon indicating true
Default Page Variation No Longer Required check icon indicating true
Can’t Add Unpublished Pages to Navigation Menu check icon indicating true
Page Visibility Setting No Longer Publishes Automatically check icon indicating true

Files

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

Mobile keeps us connected from just about everywhere, meaning we can get our stuff done from anywhere. So we’ve been hard at work adding new ways to be productive outside of the office. 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.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Salesforce1
Salesforce1 Enhancements in This Release
Updated Salesforce1 Requirements check icon indicating true
End of Support for the Salesforce1 Mobile Browser App on BlackBerry Devices check icon indicating true
Advance Notice that Salesforce1 Will Require iOS 10 in Spring ’17 check icon indicating true
Send Text Messages from Salesforce1 check icon indicating true
Change Record Types in Salesforce1 check icon indicating true
List Item Actions in Salesforce1 Related Lists Match Those in Lightning Experience check icon indicating true
Quickly Access Contacts, Profiles, Objects, and Apps (Oh My!) with iOS Spotlight Search check icon indicating true
See More Relevant Instant Results in Lookup Searches in Salesforce1 check icon indicating true
Account Insights Now Called News And Available in More Places in Salesforce1 check icon indicating true
Share News Items in Chatter from Salesforce1 check icon indicating true
Give Feedback on News Items More Easily in Salesforce1 check icon indicating true
See Company Logos on Accounts in Salesforce1 (Generally Available) check icon indicating true
Edit the Opportunity Probability Field in Salesforce1 check icon indicating true
Add Products to Opportunities in Salesforce1 check icon indicating true
Add Products with Schedules in Salesforce1 check icon indicating true
Add Quotes to Opportunities in Salesforce1 check icon indicating true
Add Multiple Influential Campaigns to Opportunities in Salesforce1 (Generally Available) check icon indicating true
Do More with Contracts in Salesforce1 check icon indicating true
View Forecast Data in Salesforce1 for iOS check icon indicating true
See the Forest and the Trees on Task Lists in the Downloadable Apps (Tablets Only) check icon indicating true
List Item Actions Replace the Action Bar on Task Lists (Tablet Only) check icon indicating true
See Contact Fields on Cases in Salesforce1 check icon indicating true
Do More With Case Emails in Salesforce1 check icon indicating true
Access More Field Service Information in Salesforce1 check icon indicating true
Keep Up on Social Personas and Posts in Salesforce1 check icon indicating true
Enhanced Charts to Replace Legacy Charts in Salesforce1 as Part of a Phased Retirement (Full Retirement in Summer ’17) check icon indicating true
View Scatter Charts (and Better Table and Gauge Charts) in Salesforce1 check icon indicating true
Read More Dashboard Metrics at Once in Salesforce1 check icon indicating true
Post Snapshots of Enhanced Charts to Chatter check icon indicating true
Access Content Libraries with Saleforce1 for iOS check icon indicating true
Feed Item in Salesforce1 Navigation Menu Now Called Chatter check icon indicating true
Turn Down the Noise in Chatter Feeds from Salesforce1 check icon indicating true
Grow Group Membership in Salesforce1 check icon indicating true
Add Group Photos with the Salesforce1 Downloadable Apps check icon indicating true
See Profile and Group Banners in Salesforce1 check icon indicating true
Run Flows in Salesforce1 from App Home Lightning Pages (Beta) check icon indicating true
Salesforce1 Offline Cache Enhancements check icon indicating true
Log In Faster to Salesforce1 for iOS with Password Manager Apps check icon indicating true
Easier Reauthentication Process for Salesforce1 for iOS check icon indicating true
Get Enhanced Security for Salesforce1 Downloadable Apps with New Connected Apps Settings check icon indicating true
Set MDM Configurations for Salesforce1 for iOS with a Property List check icon indicating true
Get Field-Level Help in Salesforce1 check icon indicating true
Salesforce Authenticator
Get Notifications About Automated Activities in Salesforce Authenticator check icon indicating true
Back Up and Restore Your Connected Accounts in Salesforce Authenticator check icon indicating true
Copy Codes and View Timer with Ease in Salesforce Authenticator check icon indicating true
Say Goodbye to Passwords with Salesforce Authenticator and Lightning Login check icon indicating true
Reorder Your Accounts in Salesforce Authenticator check icon indicating true
Salesforce Classic Mobile check icon indicating true
SalesforceA: More User Management Options with Version 3.3 for iOS
Create a New User on the Go

Financial Services Cloud

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.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Customize Client and Household Record Pages check icon indicating true
Create Custom Individual and Household Record Types
Wave for Financial Services Cloud

Health Cloud

We’ve been hard at work making it easier for care coordinators to get more done and increase patient engagement.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Care Plan Templates Simplify Patient Onboarding check icon indicating true
Provide Easier Access to Patient Account Records check icon indicating true
Configure Custom Record Types for Individuals or Groups check icon indicating true
Health Cloud Has New Custom Objects check icon indicating true

Customization

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.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Lightning Experience Setup
Search Lightning Experience Setup with Global Search check icon indicating true
Be the Boss of Your Apps with the App Manager check icon indicating true
Manage Global Picklists in Lightning Experience Setup check icon indicating true
Lightning App Builder
Assign a Custom Record Page to Lightning Apps, or Make It the Default for All check icon indicating true
See Newly Installed Components in the Lightning App Builder with Component List Refresh check icon indicating true
Create a New Style of App Page with the New App Page Template in the Lightning App Builder check icon indicating true
Feed Component Renamed Introduces Two New Chatter Components check icon indicating true
Power Up Your Lightning Pages with the Flow Component (Beta) check icon indicating true
View and Activate Read-Only Lightning Pages from Managed Packages in the Lightning App Builder check icon indicating true
Report Chart Components Are No Longer One Size (Doesn’t) Fits All check icon indicating true
Add Components from the AppExchange in Lightning App Builder check icon indicating true
Streamline Your Record Highlights to See More Data check icon indicating true
Salesforce Connect
External Object Reports—Get a Seamless View of Data Across System Boundaries check icon indicating true
Expose External Object Data in Communities Built with the Customer Service (Napili) Template check icon indicating true
Create Feed-Based Page Layouts for External Objects check icon indicating true
Get More External Object Search Results check icon indicating true
Visual Workflow
Run Flows with a Lightning Skin (Beta) check icon indicating true
Embed Your Flows in Lightning Pages (Beta) check icon indicating true
Display Flow Screens in Two Columns (Beta) check icon indicating true
Customize the Look and Feel of Flow Interviews with the REST API (Pilot) check icon indicating true
Access Encrypted Data in Your Flows (Pilot) check icon indicating true
“Trust Percent Values in Flow sObject Variables Again” Critical Update Postponed check icon indicating true
Process Builder
Build Reusable Processes check icon indicating true
View Your Process Types in One Place check icon indicating true
Access Owner Fields from Process Builder check icon indicating true
Access Encrypted Data in Process Builder (Pilot) check icon indicating true
View Version History for a Process in One Place check icon indicating true
Picklist Administration
Streamline Picklist Maintenance with Global Picklists (Generally Available) check icon indicating true
Create and Manage Global Picklists in Lightning Experience check icon indicating true
Use Global Value Sets in Picklist Dependencies check icon indicating true
Replace Values from Global Picklists check icon indicating true
Convert a Shared Picklist’s Field Type from the User Interface check icon indicating true
Manage Inactive Values in Unrestricted Custom Picklists check icon indicating true
Make an Existing Custom Picklist Required check icon indicating true
Updated User Interface Labels for Picklists check icon indicating true
Streamlined Metadata API for Picklists check icon indicating true
Higher Limits for Standard Picklists check icon indicating true
Data Import
Add and Update Campaign Members Using the Data Import Wizard check icon indicating true
Import Data from Object Home Pages check icon indicating true
New Data Loader Version Includes Updated Operating System Support check icon indicating true
Use Any Character Delimiter to Separate Data in Your Import File check icon indicating true
Legacy Data Import Tools Retired in New Orgs check icon indicating true
Sharing
Update Sharing Rules with Object-Specific Share Locks (Generally Available) (available within 24 hours after the release) check icon indicating true
Update Org-Wide Defaults with Asynchronous Parallel Recalculation (Pilot) check icon indicating true
General Administration
Launch a Lightning Component from an Action check icon indicating true
Create More Spanning Relationships Per Object in Formulas check icon indicating true
Easily Associate Permission Sets with Permission Set Licenses check icon indicating true
See License Types in Your Permission Set List View check icon indicating true
The Salesforce1 Actions Category in the Page Layout Editor Has a New Name check icon indicating true
Salesforce Newsletter Options Removed check icon indicating true
Profile Field-Level Security Has Improved UI Labeling check icon indicating true
Streamlined Feedback in the Cloud Flow Designer check icon indicating true
Improvements for Functions check icon indicating true
“Make Sure Records that Are Submitted Behind the Scenes Are Routed to the Right Approval Process” Critical Update Postponed check icon indicating true

Security and Identity

Protect your org 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.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Authentication and Identity
Log In Password-Free with Lightning Login (not immediately available) check icon indicating true
Update Existing Connected App Descriptions check icon indicating true
Make the App Launcher Your Landing Page check icon indicating true
External Identity App Launcher Has a New Look check icon indicating true
Let Users Verify Their Identity with U2F Security Keys check icon indicating true
Restrict Location-Based Automated Verifications with Salesforce Authenticator check icon indicating true
Let Users Connect Multiple Authentication Apps check icon indicating true
More ID Token Options for Authenticating Connected Apps check icon indicating true
Successfully Reauthorize Your Users When Provisioning Connected Apps check icon indicating true
Salesforce Shield
Platform Encryption
“View Encrypted Data” Permission Not Needed with Shield Platform Encryption Beginning Spring ‘17 check icon indicating true
Introducing the Bring Your Own Key Service (Generally Available) check icon indicating true
Encrypt Your Search Index (Generally Available) check icon indicating true
Shield Platform Encryption in Trailhead check icon indicating true
Improved Mass Encryption Experience check icon indicating true
Shield Platform Encryption is FedRAMP-Approved check icon indicating true
Encrypted Files and Attachments Are PCI-DSS-Compliant check icon indicating true
Shield Platform Encryption Supports the Pardot Connect Tool check icon indicating true
Shield Platform Encryption Supports Syncing check icon indicating true
Shared Activities Lookup Works with Encrypted Fields check icon indicating true
Access Encrypted Data with Custom Formula Fields, Flows, and Process Builder (Pilot)
Transaction Security
Resource Usage Improved for All Policies check icon indicating true
More Efficient Login Policies check icon indicating true
Monitor Usage with Transaction Security Log Events check icon indicating true
More Complete Apex Examples check icon indicating true
Other Changes
Logging In to Salesforce Server Instances Requires HTTPS check icon indicating true
Remote Site Settings Require “View Setup and Configuration” Permission check icon indicating true
Instantly Fix Your Security Risks Using Health Check check icon indicating true
Audit Your Certificate and Key Management Settings in Health Check check icon indicating true
Access to Security Health Check Limited by User Permissions check icon indicating true
Default Certificate No Longer Available in New Orgs check icon indicating true

Deployment

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

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
New Change Set Component check icon indicating true
Get More Days to Schedule Your Quick Deployments check icon indicating true
Deploy Apex Test Suites to Other Orgs check icon indicating true

Development

Force.com helps you develop new applications and integrations for your organization or for resale to other organizations.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Debugging
Set a Browser Cookie to Enable Debug Logging for Guest Users check icon indicating true
Developer Console
Rename and Edit Test Suites More Easily check icon indicating true
AppExchange
AppExchange and Your Salesforce Org—Together at Last check icon indicating true
Custom Metadata Types
Metadata Relationship Fields Now Fully Supported (Generally Available) check icon indicating true
Metadata Relationship Fields to EntityDefinition Show Up as Links in List View Results check icon indicating true
Do More with the Custom Metadata Loader check icon indicating true
Easily Manage a Custom Metadata Record When Deleting Its Referenced Object check icon indicating true
View Filtering on Metadata Relationship Fields Has Changed check icon indicating true
All Is Not Lost—Restore Deleted Metadata Relationship Fields check icon indicating true
Limitations When Querying Custom Metadata Types with SOQL check icon indicating true
Apex Code
Build a Mocking Framework with the Apex Stub API (Pilot) check icon indicating true
Monitor Platform Cache with Diagnostic Methods check icon indicating true
Escape Special Characters in Merge Fields for Apex Callouts That Use Named Credentials check icon indicating true
View More Information About Apex Test Runs check icon indicating true
New and Changed Apex Classes, Exceptions, and Interfaces
New Apex Classes check icon indicating true
Changed Apex Classes check icon indicating true
New Apex Exception check icon indicating true
New Apex Interface check icon indicating true
ConnectApi (Chatter in Apex)
New and Changed Chatter in Apex Classes check icon indicating true
New and Changed Chatter in Apex Input Classes check icon indicating true
New and Changed Chatter in Apex Output Classes check icon indicating true
New and Changed Chatter in Apex Enums check icon indicating true
Lightning Components
Introducing Base Lightning Components
Base Lightning Components Considerations check icon indicating true
Introducing Lightning Data Service (Developer Preview) check icon indicating true
Enable Lightning Components for Custom Actions check icon indicating true
Access Check Violations Are Now Enforced check icon indicating true
LockerService Critical Update Postponed check icon indicating true
All Orgs Can Toggle the LockerService Critical Update check icon indicating true
Capture Events Before They Bubble Up and Away check icon indicating true
Handle Bubbled Events in Container Components check icon indicating true
Events from Dynamically Created Components Propagate Properly check icon indicating true
Use the Lightning Design System in Lightning Apps check icon indicating true
Create a Consistent Look with the Lightning Design System in Lightning Out and Lightning Components for Visualforce check icon indicating true
Restrict Your Custom Lightning Components to Specific Objects check icon indicating true
Navigate from a Lightning Component to Another (Beta) check icon indicating true
Debug Lightning Components Faster and Easier with Salesforce Lightning Inspector check icon indicating true
Lightning Components: Other Changes
$Label References Are Improved check icon indicating true
Get More Information from Lightning Component Error Messages check icon indicating true
Removed References to $A.util.format() Method check icon indicating true
New and Changed Lightning Components check icon indicating true
New Lightning Events check icon indicating true
Visualforce
Clickjack Protection Improvements for Visualforce Pages Without Page Header check icon indicating true
Clickjack Protection for Legacy Browsers for Visualforce Pages Without Page Header (Critical Update) check icon indicating true
PageReference getContent() and getContentAsPDF() Methods Now Behave as Callouts (Critical Update) check icon indicating true
Lightning Design System
New Lightning Design System Component Classes check icon indicating true
Changes and Additions to Classes and Variants check icon indicating true
New Lightning Design System Utility Classes check icon indicating true
Deprecated Lightning Design System Component Classes check icon indicating true
Lightning Design System Extends to Lightning Out, Lightning Apps, and Lightning Components for Visualforce check icon indicating true
API
Make More API Calls and Get Fewer Headaches When Calculating API Limits check icon indicating true
New and Changed Objects
New Objects check icon indicating true
Changed Objects check icon indicating true
SOQL
Access Names on Foreign Keys check icon indicating true
SOSL
Expanded Support for WITH SNIPPET check icon indicating true
REST API
Access Data Categories and Articles with REST API check icon indicating true
Make Several Requests at Once with the Composite Resource (Pilot) check icon indicating true
New Resources: Flows and Flow Interviews (Pilot) check icon indicating true
Changed Resource: Parameterized Search check icon indicating true
Changed Resource: Search Suggested Records check icon indicating true
Changed Resource: SObject Suggested Articles check icon indicating true
SOAP API
New, Changed, and Deprecated Calls check icon indicating true
Chatter REST API
New and Changed Chatter REST API Resources check icon indicating true
New and Changed Chatter REST API Request Bodies check icon indicating true
New and Changed Chatter REST API Response Bodies check icon indicating true
Reports and Dashboards REST API
New Resources: Analytics Notifications, Analytics Notifications List, Analytics Notifications Limits check icon indicating true
Changed Resources: reportMetadata and Dashboard Results check icon indicating true
Bulk API
Process Twice as Many Records with Bulk API check icon indicating true
Messaging
Deliver Customizable Events with Platform Events (Beta) check icon indicating true
Tooling API
Tooling API New and Changed Objects check icon indicating true
Tooling API Changed Calls and Resources check icon indicating true
Actions API
Invoke Active Processes check icon indicating true
Metadata API check icon indicating true
Open CTI API check icon indicating true
ISVforce
Track Subscriber Package Errors Through Email Notifications check icon indicating true
Automate Managed Package Push Upgrades with the API check icon indicating true
Upload Managed and Unmanaged Packages with the Tooling API check icon indicating true
View Obfuscated Code in Subscriber Orgs with Login As check icon indicating true