Category: Platform App Builder

Top 10 Winter ’17 Features

Salesforce Weekly provides a great list of their top 10 features in the Winter ’17 release of Salesforce.

  1. Lightning Apps and Navigation
  2. Lightning Login
  3. Reusable Processes
  4. Spread the News with Chatter
  5. Live Chatter comments
  6. Inline editing in Lightning
  7. Field level help in Lightning
  8. Filter reports with relative dates in Lightning
  9. Actions that launch Lightning Components
  10. Flows with a Lightning skin

Read the full roundup here.

Who or What is Salesforce Einstein?

In his blog, Nitin Gupta from the New Delhi Salesforce Developer User Group explains what Salesforce Einstein is all about.

Einstein ensures that AI systems do what people actually wants it to do; With Einstein, Salesforce became smartest CRM in the world.

He explains how Einstein is built into all the Salesforce cloud based products.

Read more here on his blog.

Customised Report Types = Easier Reports

Report Types are the selections that are presented when you create a new report in Salesforce.  They represent a view of the objects that you require to produce a report.  For example you may have a report type “Students with Enrolments in Courses” which may include the student object, the courses object and the enrolment object.  Some Report Types are standard and some are custom – the custom ones you may have created when adding a new object.

Standard Report types cannot be changed but the custom ones can.  By editing these custom Report Types you can:

  • Define which fields will be displayed by default when creating a new report (saves time having to drag over all the common fields you want).
  • Hide any fields you don’t want users to see (obsolete fields for example).
  • Add fields to other related objects via lookup.
  • Change the folder structure for the field select menu (on left when selecting fields).
  • Hide Report Types. (eg unused Report Types).

Read more about Report Types in this informative article by Brent Downey at AdminHero