Several times a year our platform provider Salesforce.com provides updates to the AdvoLogix platform. Our customers directly benefit from many of these updates. We have included a summary of several stand-out enhancements below. The Salesforce.com Winter ’16 release notes can be read in detail here.
- The new Salesforce App for Outlook is now generally available. The new app supports Microsoft® Outlook® Web App (OWA), Outlook 2013, or Outlook 2016 along with Microsoft Office 365.
- The new Notes Application is now generally available. Expanding on the previous release if you opt to add the new Notes related list to object page layouts, Salesforce1 users can quickly access related notes directly from records instead of having to switch away to the navigation menu to open the Notes item. Users can also create notes from the related list.
Salesforce1 Mobile Enhancements
- If you opt to add the new Files related list to page layouts (mentioned below), the related list is available in all versions of the Salesforce1 mobile app.
- List view charts in the Salesforce1 mobile browser app get a little pop with a spruced up look. There’s no change to how charts work in list views—they just stand out more with their cleaner, more modern design. List view charts are available on tablets only in the Salesforce1 mobile browser app.
- The icons in the Salesforce1 action bar are now labeled so users can quickly find the action they’re looking for.
- New support for rich text editing capabilities allow you to format your posts with bold, italic, and underlined characters, and bulleted and numbered list.
- You may now more closely control what appears in your news feed and mute posts you’re no longer interested in.
- User profiles and permission sets now allow you to control whether users can select files from Salesforce or only upload files in Chatter feed posts.
- The way Chatter selects posts for your news feed (What I Follow) has been changed. Previously, if you followed a person in Chatter, everything that other people posted to that person’s profile showed up in your news feed. With the new follow feature, you no longer see updates from people you don’t follow. The new follow model makes your Chatter news feed more relevant, because it shows you the updates from the people you actually follow. You also see updates from groups you belong to and records you follow.
Salesforce Files Enhancements
- Files Sync now lets you upload and sync up to 2 GB files (up from 500 MB).
- You may now add the Files Related List to page layouts. The Files related list is an optional related list that you can now add to any of your page layouts. Organizations created after Winter ’16 have the Files related list on page layouts for many objects by default.
- You may now track changes to Content Version fields, just like you can for other standard objects.
- You may now freeze the sharing of a file in its current state, preventing new shares without removing any existing shares.
- You may now create triggers to customize file sharing behavior. A few Content trigger use cases include:
- The ability to publish content to multiple libraries.
- Tightly control or prevent sharing specific files or specific file types.
- Deliver content to certain users, profiles, or groups.
- Deliver content only if external sharing is allowed.
- Verify that the latest version of a file is shared.
Process Builder is a workflow tool that helps you easily automate everything from daily tasks, like follow-up emails, to more complex processes, like new client onboarding. In just a few clicks you can automate business processes and help your organization operate more efficiently.
- You may now invoke multiple schedules when you configure time-dependent actions in Process Builder. With multiple schedules (on a single process) it’s easier to optimize business processes, automate follow-up on important Matters, and support your business needs all within a single process.
- The login experience has been redesigned and improved (to make it more intuitive). In addition to the main login page, the updated design appears when your users forget their password, verify their identity, give apps access to their data, and other login-related tasks.
- You can now track the geographic location of the IP addresses of your logins in your personal settings. You can also track the geographic location of the login IP addresses for any of your users in the user’s detail page.
- Measures have been taken to prevent scripts, sites, and other sources from automatically logging in users (also known as a “forced login”) without the user knowing. Users are now warned when a website, application, or other source uses a link or script to force a user to log in to Salesforce.
- By default, report footers include a disclaimer that reads “Confidential Information – Do Not Distribute.” The disclaimer reminds users to be mindful of who they share reports with, helping to ensure that third parties don’t view your reports. At your discretion, exclude the disclaimer from your reports.
- Transaction Security policies give you a way to look through events in your organization and specify actions to take when certain combinations occur.
- Custom Lookup Relationship fields can now be added to Activities. This is a long awaited feature you’re sure to find great uses for. This allows you to link custom lookup fields from activities to other records.
- Create 150 percent more roll-up summary fields with an increased limit per object. The default limit on roll-up summary fields per object has been increased from 10 to 25.
- Find records with less guessing when using the Global Search. The search engine automatically returns results for expanded forms of search terms and for associated nicknames. Can’t remember if someone goes by Mike or Michael? You can look for a name and the returned results include matches for associated nicknames. For example, you search for Mike Smith and see results for Michael Smith. Nickname search is available for the English language only in the Account, Contact, and User objects.