With assets now available in Lightning Experience, your sales and support processes just got easier. Case Feed
Emails in case feed are now easier to use and support agents can insert predefined email templates or create their own. Work Orders
Work orders make it possible to track work to be performed on your customers’ products, making life easier for support agents and field technicians.
Chatter
Broadcast Groups in Lightning Experience—Generally Available
Broadcast groups are a special type of public, private, or unlisted group where only group owners and managers can create posts. Group members can respond to posts. Creating broadcast groups is ideal when one person or a set of individuals regularly needs to share information with a large group of people.
Add Fun and Color to Groups with Banner Images
Update group banners with your own images to include your company’s branding on your group page or to add a bit of fun and color. Previously, groups in Lightning Experience used distinct, non-customizable banner images for public, private, and unlisted groups.
Lightning Experience Now Supports Customer Groups
Create groups that allow customers and add customers to those groups in Lightning Experience. Jazz up User Profiles with a Banner Photo
A banner photo allows your users to personalize how their profile looks when other users view it. It appears at the top of the profile page in Lightning Experience. Your users can upload any photo, but we recommend using a panoramic photo that is at least 1280 x 300 pixels.
Improved Photo Upload and Editing Experience
We simplified the profile photo experience by adding a drop-down menu that appears when a user clicks the upload icon. The user can then quickly choose to view, update, or delete their photo.
Circular Photo Preview
When a user uploads a photo, the preview should look exactly like what appears on their profile. We improved the photo experience, so that a user sees a circular version of their photo when previewing or cropping.
Profile Photos on the People Page
Whether it’s a picture of your four-legged friend, a superhero, or your best glamour shot, photos help people recognize and learn about each other. We made the People page more useful and fun by adding users’ photos.
More Chatter Users Can Access Lightning Experience
More Relevant @Mention Suggestions
Now, it’s quicker than ever to keep everyone informed. User @mention suggestions are more relevant and list users who you interact with the most instead of an alphabetical list. Also, you see a customer on the list only when you’re in a group where the customer is a member, and not in other contexts.
Refresh the Chatter Feed Lightning-Fast in Lightning Experience
See poll results or your coworkers’ comments on your Chatter post faster than before. Users can now refresh a Chatter feed without refreshing the entire page.
Files
Files Without Chatter
Now you can use Salesforce Files whether Chatter is on or off! You don’t use Chatter, but you want to take advantage of the awesome features of Salesforce Files? No problem! Your files are welcome here.
Share Files with People and Groups in Lightning Experience
Sharing files has never been easier. Share a file directly with people and groups. Manage access to the file in one place. Control whether others can share and unshare a file. Save typing time by adding recommended people and groups.
Preview Files Connect External Google Docs in Lightning Experience
Now playing in the Lightning file preview player: Google Docs! If you have Google Drive set up as one of your Files Connect external sources, your view just got better. Google Docs, Sheets, and Slides display beautifully in the file preview player in Lightning Experience. Browse Files Connect External Sources When Selecting Files in Lightning Experience
Now you can browse Files Connect external sources such as Google Drive, Box, and SharePoint when selecting a file to attach to a feed post in Lightning Experience.
Open Files from SharePoint Online and OneDrive for Business With One Click
Using Files Connect to access files from SharePoint Online and OneDrive for Business just got a whole lot easier. Now, when users click to open a file, they’re redirected to the appropriate Microsoft online app (such as Word, Excel, and PowerPoint) instead of the file detail page. And fewer clicks means better use of time.
Navigate Libraries in Files Home in Lightning Experience
Files home in Lightning now lets you view the libraries you have access to, and navigate those libraries to see the files they contain. View Multi-File Community Record Feed Posts in Lightning Experience
Community users can now attach multiple files to a single post. When a multi-file feed post on a record in a Community is viewed in Lightning, multiple thumbnails and previews are displayed.
Search
Synonym Groups Enabled for More Objects and Maximum Limit Increased
All your synonym groups are now available in Salesforce Knowledge articles, cases, Chatter feeds, files, ideas, and questions. The synonym group maximum limit per org also increased from 3,000 to 10,000. Users see more relevant search results in just one search. Spell Correction Expanded to More Objects
When users enter a search term that doesn’t yield results, they see results that match a corrected spelling of the search term in Salesforce Knowledge articles, Chatter feeds, Chatter groups, files, and questions. Spell correction is available only in English. Get Metrics on How Your Users Search for Files
Use the File Search Activity custom report type to review average click rank, number of search results returned, and the search terms users are entering for the top 300 search terms queried by users. Based on the report information, determine if users are finding the files they need or if file editing or creation is required.
Find a Record Faster with Search Results Sorting
If available, search results pages now include a sort drop-down. In addition, users can click the column headers to sort results. Users find sorting helpful when faced with too many search results, even within a specific object type.
Instant Results Look Even Better
The improved field formatting for number, date, time, and address fields in instant search results helps users pick the right record. When possible, auto-suggested instant results include a secondary field below the record name that has more contextual information from search layout fields. The additional information, such as location, makes choosing the right auto-suggested record easier. More Objects Searchable in Lighting Experience
Users now see results for assets, campaigns, person accounts, work orders, and work order line items in search results. Create a Custom Object Item from Within a Lookup
Using the New button, users don’t have to leave the lookup window to create records to complete a lookup field, so they can complete their tasks faster.