Winter’17 General Enhancements
General Enhancements
Winter ’17 gives you more reasons to love Lightning Experience. Create custom apps, navigate with greater efficiency, and guide your users with field-level help.
Get Spell Correction for Custom Objects
When users search for a term that doesn’t initially yield results because of incorrect spelling, they instead see results that match a corrected spelling of the term. Spell correction expands to custom objects for English only. This feature is available in Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.
Find the Right Record with Person Account Search Enhancements
Person Account searches that contain terms spanning both business account and contact fields now return person account search results. This feature is available in Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.
The Person Account object contains fields that originate from both the Business Account and Contact objects. Previously, if a user’s search term contained information from both the Business Account object and the Contact object, such as name and title or name and address, the matching person account wouldn’t always be returned in the search results. Now, search terms that include both types of information return the right person account records.
For example, suppose that you want to find the person account record for Agatha Parker, an account executive in San Francisco. If you search for Agatha San Francisco, search results include the Agatha Parker person account record. In this case, Agatha is from the Business Account object and San Francisco is from the Contact object.
Encrypt Your Search Index (Generally Available)
When you enable Shield Platform Encryption, you gain added security with Search Index Encryption. Search index files are encrypted using an org-specific AES-256 bit encryption key. This feature is available in both Lightning Experience and Salesforce Classic.
Find the Right Knowledge Article with Snippets
With article search results, context is king. On the Articles search result page after performing a full global search, excerpts below article titles show the matching search terms highlighted within the context of surrounding text. Snippets make it super easy for users to see which articles are most relevant. This feature is available in Lightning Experience, Salesforce Classic, and the Salesforce1 mobile browser app.
There are some important limitations for this feature.
- As Knowledge Articles aren’t supported in Lightning Experience, if you click an article in search results, you’re taken to the article in Salesforce Classic.
- Snippets are not shown when Knowledge articles appear in Top Results.
- You can’t customize which columns appear in Top Results. The default columns are article number, publication status (if enabled by the admin), and last modified date.
- Sorting is not available for Knowledge articles.
Get a Better View with Global Instant Results
Search suggests recent and matching records from multiple objects—not just the object the user is on. These instant results let users quickly access a record before performing a full search. With this wider view of suggestions, users find what they’re looking for faster no matter where they are in the app. This feature is available in Lightning Experience only.
As users type in the search box, the list of suggested records spans multiple objects. Previously, users searching from a record or object home page would see instant results for only that object.
As you type, instant results also show each record’s object type in the secondary field, so you can easily identify the record type.
If users don’t see their record in instant results, they can perform a full search to see more matching records.
Go Straight to Top Results Anytime You Search
When you’re searching for a record, it’s helpful to start with a wide-angle view before zooming in. That’s why every search takes users to the Top Results page, no matter where they are in the app. Users get a high-level overview of relevant matches across all their most frequently used objects. This feature is available in Lightning Experience only.
To perform a search on a specific object, select the second option in instant results, if available. For example, if you search forAcme from the Accounts home page, select the “Acme” in Accounts search option in the instant results drop-down. You’re taken right to the search results page for Accounts.
Get Field-Level Help in Lightning Experience
Salesforce Classic users have always appreciated the field-level help you create for your custom fields. Now your Lightning Experience users can love it, too! This feature is available in Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.
Previously, the help showed up only in Salesforce Classic.
View help by hovering over the info icon next to a field. Field-level help in Lightning Experience is supported across all browsers. It shows up regardless of your screen size, the data type of the field, or the location of the field in your layout.
Create Multiple Records More Quickly in Lightning Experience
After your users create, edit, or clone a record in Lightning Experience, they can create another record using the Save & New button. The Save & New button lets users create records repeatedly without leaving their spot in the app. This feature is available in Lightning Experience only.
| Available in: All Editions |
The button is available in the same locations as in Salesforce Classic, which include most Create, Edit, and Clone pages.
Record Details Tab Never Forgets in Lightning Experience
When your users expand or collapse a section in record details in Lightning Experience, the section stays that way even after visiting other areas in Salesforce. This change helps users scroll through a record faster, showing only the information they care about. This feature is available in Lightning Experience only.
| Available in: All Editions |
For example, in Lead details, a user collapses the Address Information section and expands the Additional Information section. The next time the user views a lead’s details with the same layout, those sections remain collapsed and expanded, respectively.
As in Salesforce Classic, sections in Create, Edit, and Clone pages are always expanded.
Troubleshoot Record Errors Quickly and Easily in Lightning Experience
When your users edit records inline and errors occur, the fields containing errors appear in a popup at the bottom for easy scanning. Fields are linked in the popup so that your users can navigate to them quickly to fix. This feature is available in Lightning Experience only.
| Available in: All Editions |
As in previous releases, field error descriptions also display under the field.
See More Specific Dialog Titles When Creating Records
When your users create a record in Lightning Experience, the Create dialog title includes the record type if it exists. For example, you have two record types, Large and Small, assigned to the Account object to indicate account size. When your users create an account with the Large record type, “Large” appears in the title of the Create dialog to provide more context. This feature is available in Lightning Experience only.
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |