Interview: New Spring ’18 Customizations with Joe Ryan

By

Today on the Salesforce Admins Podcast we’re talking to Joe Ryan, VP of Product Management at Salesforce to talk about the new customizations coming in the Spring ‘18 Release. For February and March, we’re setting our sights on productivity with a series of topics to help you focus on being a productive Admin and how you can deliver productivity to your users.

Join us as Joe Ryan tells us about My Lightning’s amazing customization features, personalized navigation, and what’s coming next.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Joe Ryan.

Branding your org with My Lightning.

Joe and his team might already be your favorites because they’re responsible for, well, the favorites features. Coming in Spring ‘18, they’re rolling out My Lightning, the custom theming and branding feature. As Joe puts it, “We talk to a lot of customers and everybody loves the new UI, but people are saying, ‘Right now it looks like Salesforce, but could it look like our brand?’” A big part of delivering productivity is actually getting users to use the tools you make, so My Lighting’s ability to brand your org drives productivity by creating a sense of ownership over the workspace.

One of the best parts of My Lightning is how easy it is to use: you set colors, upload some fun images, and just like that you can roll out a custom theme to your whole org. “I guarantee I’m not a designer, by any means, and it was so easy to use,” Gillian says. Joe says that that was a major goal for the team: “If you can come up with a couple colors and a couple images, we can do the rest for you.”

Get excited for Personalize My Nav.

“From the minute we had Lightning on for all of our employees at Salesforce I got a love letter, at least one post on Chatter a day, asking why we hadn’t yet built a Customize My Tabs feature.” It’s been a long time coming, but Personalize My Nav is coming in Spring ‘18.

Personalize My Nav is all about customizing your navigation to boost your productivity. “You can actually put granular items like a dashboard, your favorite list view, or a record as tabs,” Joe says. They started their work on this feature by asking people how they start their day and overwhelming they heard that people work down lists.

Moving the feature from Classic to Lightning, they needed to strike a balance between what features Admins control and where end-user personalizations come in. In Lightning, Joe and his team thought, “Let’s help Admins out by keeping all of their app items in the app, but let end users reorder them and put whatever they want first.”

Get ready for app theming.

Next up coming down the pipeline is app theming, so if you have a different app for sales or service you can make it look totally distinct. “We’ve also been hearing from people about console personalization, and we’re working towards bringing that to you as well,” Joe says.

“One thing to know,” Joe says, “is that app customization is only going to work for Lightning apps, so if you have classic apps in your org now is the time to upgrade.” It’s also a good opportunity to do some cleanup, so if you have a bunch of tabs you should think about pulling some of those out to leave space for end users.

Trailhead:

Social:

We want to remind you that if you love what you hear, or even if you don’t head on over to iTunes and give us a review. It’s super easy to do, and it really helps more Admins find the podcast. Plus, we would really appreciate it.

Love our podcasts?

Subscribe today on iTunes, Google Play, Sound Cloud and Spotify!

A promotional graphic for the Salesforce Admins Podcast featuring a replay of an episode titled "Sales Cloud Core with Ketan Karkhanis." The graphic includes the Salesforce cloud logo, a cartoon image of a goat dressed as a Salesforce admin holding a smartphone and a placard with the podcast logo, and a headshot of Ketan Karkhanis. The background is a stylized illustration with trees and a mountain, suggesting a friendly and approachable tech-related theme.

Replay: Sales Cloud Core with Ketan Karkhanis

Today on the Salesforce Admins Podcast, we talk to Ketan Karkhanis, EVP and GM of Sales Cloud at Salesforce. Join us for a replay of this episode about all of the new Sales Cloud features that have gone live recently and how you can use them to transform your organization. You should subscribe for the […]

READ MORE
Promo for Salesforce Admins Podcast featuring Ella Marks and a cartoon goat with a smartphone and presentation board.

Create Content for Impactful Presentations with Ella Marks

Today on the Salesforce Admins Podcast, we talk to Ella Marks, Senior Marketing Manager at Salesforce. Join us as we chat about the keys to creating a great presentation, how to prep, and how to always nail your ending. You should subscribe for the full episode, but here are a few takeaways from our conversation […]

READ MORE
Salesforce Admins Podcast ad with guest Christina Nava on optimizing subflows.

Optimize Subflows for Efficiency with Christina Nava

Today on the Salesforce Admins Podcast, we talk to Christina Nava, Director of Salesforce Strategy at Gaggle. Join us as we chat about making flows more manageable with subflows. You should subscribe for the full episode, but here are a few takeaways from our conversation with Christina Nava. Creating flows to save time on business […]

READ MORE