Salesforce Summer 17 Ideas Delivered

Salesforce again delivers on Ideas from the Community in the Summer ‘17 release.
Salesforce Summer 17 Ideas Delivered

Salesforce Summer 17 Ideas Delivered

Though the list of ideas delivered in this release isn’t huge (literally it’s 10 ideas) there are some good ideas delivered this time around.  The point count this time is a total of 33,160, not a lot compared to the last release.  Let’s take a look at the Ideas delivered with this latest release:

Lightning Experience

Access Field History Related Lists in Lightning Experience  - Yeah! Tracking field history on standard and custom objects is now visible in Lightning Experience. If you’ve added the related list in classic page layout you will now see it in Lightning (of course you can now add them to the layout in Lightning as well). This idea was delivered with a total of 5020 points.
 
There Are Lots of Shiny New Features for Streams - If you haven’t paid attention to this, Chatter Streams are custom feeds you create by combining multiple related feeds. You can combine feeds from people, groups, and records. In this release, Salesforce has a new home page (click on the Streams heading from the Chatter home page) for them, actions, filters, and you can create up to 100 Streams. The Idea addressed by this feature had gathered a total of 4500 points.

Both Lightning Experience and Salesforce Classic

Lightning for Gmail: General Availability and Improved Efficiency - Most notable of the ideas delivered affecting both Classic and Lightning all revolves around Lightning for Gmail. Generally available in this release, Lightning for Gmail is a Chrome plug in, but first your Administrator needs to perform a few steps to enable in your Salesforce instance--making sure Enhanced Email is enabled for the organization, contacting Salesforce to get access to Enhanced Email for Lightning for Gmail, and enabling the feature. The combined Ideas (Integrate Gmail with Salesforce, Relate Gmail emails to Salesforce, Add Attachments from Gmail to Salesforce) related to Gmail integration on this release is a total of 7,640 points. Here are some of the features worth mentioning:

  • Relate emails to records, as you are composing the email, by selecting relevant accounts, opportunities, cases, or custom objects. The email will be related to the records selected and to relevant contacts, leads, and users associated. 

  • When you’re ready to compose an email, you can select a Lightning email template, modify, and even add merge fields. This capability is in Lightning Experience only.

  • After the initial setup and authentication, Lightning for Gmail saves the user's credentials, so you don’t have to keep logging in each time you want to work in Gmail.

  • Pick and choose which email attachments you want added to records, a very necessary feature, when there are so many images included in signatures out there!

  • With both Lightning for Gmail and Lightning Sync setup you can have your Events synced between Salesforce and Google Calendar. 

  • Not sure if you’ve added that email in Gmail to a Salesforce record? Lightning for Gmail adds labels, so you can tell which emails are already related. You can filter by these labels and assign color coding to them. 


Do you have other favorite Ideas delivered in this latest release I didn’t mention? Please feel free to comment below, on our Facebook page, or directly at me on Twitter @LeiferAshley or in the Success Community and Power of Us Hub.

Filed under: , , ,
blog comments powered by Disqus