After spending some quality time with the Summer 16 release notes it has become clear to me that staying in Classic is limiting my users from taking advantage of some amazing features! This summer, Salesforce will launch its 50th release in just 17 years, and in my opinion one of its best. As an Admin this release has 3 amazing features that we can take advantage of to drive adoption and provide a modern experience for our users.
Before we take a look at those features, I want to make sure to point out that we have a Migrating to Lightning Trailhead Trail. In just 4 modules you can quickly get up to speed on Lightning, and I think you will agree that with Summer 16 – Lightning is the place to be!
Create a Calendar from Anything in Salesforce
The first thing I do when I start my work day is to check my calendar. As an Admin you have tons of meetings, trainings, and many other things on your calendar. Your users also rely heavily on their calendars, and being able to see data in a calendar format is a great way to visualize things. In seconds, anyone can create a calendar from a standard or custom object by choosing a date field representing data they want to track. The calendar displays data in that field as calendar items. Users can customize most calendars by applying a list view, and they can edit and delete calendars they’ve created.
Find All News with One Click with the News App
Back in the day of creating custom web tabs I used to have one tab that returned a google search result for news. I was always messing with the url to make sure it returned results based on what users were looking for. But with the News App, Salesforce has taken that workload off my shoulders while delivering a great experience. The News app is a one-stop shop where your users can quickly catch up on the latest happenings about the companies and industries that matter most to them. The insights shown on the News app are selected based on recently viewed accounts and opportunities, and on tasks and events for those accounts—which is the same criteria used to select insights for the Lightning Home page. But, unlike the Home page, the News app is all news, all the time.
Custom Home for different profiles
In Spring 16 Admins got the ability to customize menus for users, which helped increase the speed at which they could navigate and see items relevant to their position. In Summer 16 Admins now have the ability to create custom home pages using Lightning App Builder. Now you can maximize the relevance of the Home page for different types of users. Don’t need the performance chart or Top Deals for your service reps? Then assign them a different Home page that shows new cases and top pain points. Customize the default Home page, and assign custom pages for different profiles.
Learn about the new features in Summer ‘16 for Admins. We will spend time on some of our favorite features from the Summer ‘16 release, and show how Awesome Admins can start using them to increase productivity and gain efficiencies. You can sign up for the webinar here!