New Year, new Salesforce features! The Spring '18 Salesforce release is scheduled to land on the weekends of 3rd and 10th February (my birthday!), although as always this is subject to change and for the most up to date information you should refer to the Salesforce Status site.
Myself and Clive Platt will once again be presenting our 17th BrightGen release webinar, on Jan 31st, to cover the key new features for our customers and other interested parties. Sign up to join us here.
As usual we've been working late into the evening, poring over the 400+ pages of release notes, to identify the top 5 features.
1. Personalised Navigation
Users can finally customise their navigation items in the Lightning Experience and, as you would expect, it's a cut above the Classic mechanism. As well as being able to add tabs to an app, and remove those they have added, users can also rename the tabs they have added. Spring 18 also introduces the concept of temporary tabs - records, dashboards etc can be added to the navigation tabs for an app, but they will only persist until the user switches app or logs out. If the user feels that their temporary tab is too useful to discard, they can also promote it to permanent part of that apps navigation bar.
2. Store Data Privacy Preferences
With the new Individual object, you can capture a Lead or Contact's preferences about how their data is collected, stored, used and deleted. Remember that all that is happening in Salesforce is that you are tracking these preferences - you have to ensure that you are respecting these preferences when processing your customer data.
3. Journey Builder for Communities
Marketing Cloud and Community Cloud join forces to allow marketing and community managers to take their members on engagement boosting journeys through the community. Members can be targeted based on specific events, such as joining the community or creating their first case, or via their audience criteria, being a member of a chatter group for example, or achieving a certain number of reputation points.
4. Experience Based Action Overrides
Prior to Spring 18, creating a different override for Classic and the Lightning Experience meant you had to remember some rules - e.g. if a Lightning page was in place then that took precedence in the Lightning Experience. The updated Override Standard Button or Link setup page makes this much more straightforward, allowing overrides to be explicitly defined for each of Salesforce Classic, Lightning Experience and Mobile. If you want to use the Salesforce Classic override for the other experiences, you choose that option and everyone can easily see that is the case.
5. New System.List Methods
One for the coders here - List collections now have contains and indexOf methods, so we can all consign our code that iterates a List or creates a Set from it just to see if an element is present to the dustbin of Apex history. Doing the same thing with less code always makes me happy!
If you'd like to find out more about the rest of the important Spring '18 features, why not watch our release webinar on-demand - here.
Keir Bowden is CTO of BrightGen, a Certified Technical Architect and multi-time Salesforce MVP - you can find him on twitter @bob_buzzard.