Welcome to our
Summer ’17 Release.

See how our latest innovations help you blaze
new trails to productivity.

WATCH OVERVIEW VIDEO

Get a preview of the top features in our 53rd release.

Learn how our Summer ’17 Release delivers new innovations to the Salesforce platform — just download this PDF.

Lightning for Gmail

Experience the power of Salesforce Lightning CRM, now in Gmail.

See the power of your Salesforce Lightning CRM and the Lightning App Builder right in Gmail. Lightning for Gmail is a brand-new, native integration between Salesforce CRM and Gmail that lets you see all of the contextual records related to each email, bring new apps into the Gmail side panel, and much more. It’s the power of Lightning, now in Gmail.

Lightning Dialer Voicemail Drop

Save time and effort by prerecording voicemail messages.

Boost rep productivity with Voicemail Drop in Lightning Dialer — with one click, reps can quickly leave one voicemail for a whole list of similar prospects. They simply prerecord a generic message that they can “drop” on the list, and move on to the next call, saving time and effort.

Einstein Automated Contacts

Your CRM is smarter than ever with accurate, automated data.

Keep data clean and accurate with Einstein Automated Contacts — analyze emails and calendar events, identify new contacts and any Contact Role relationships, and surface suggestions for adding new records to your CRM.

Lightning Contact Hierarchy

Visualize Contact Hierarchies, now in the Lightning Experience.

See up to 2,000 records in a easy-to-read, easy-to-use visual display with Contact Hierarchies — now in Lightning. Quickly configure and customize displayed columns. Plus, see detailed information about that record and its related lists just by hovering over a record name.

Lightning Report Builder

Build powerful reports, lightning fast.

Hide the complexity of report building from users so they only see a simple and intuitive interface. New Lightning report builder is completely redesigned to focus on a business user that needs access to their data in minutes.

Lightning Service Console

Experience the power of Lightning, now in the Service Console.

Keep you service agents productive with the new Lightning Service Console enhancements. The Lightning Experience gives agents more power with an optimized case feed, keyboard shortcuts, case hovers, split view, and more.

Lightning Service Setup

Get started delivering service, fast.

Set up Lightning Communities and Lightning Knowledge faster with new setup flows and a suite of instructional videos.

Snap-ins for Lightning Communities

Chat with your customers in a snap, right in the Community.

Snap-ins make it easy for any company to deliver personalized customer service by embedding real-time live chat support in any Lightning Community. It is simple to set up and easily customizable to match the brand experience.

Lightning Field Service Preventative Maintenance

Automatically keep all your products up and running.

Generate maintenance work orders to prevent product breakdowns, so your customers never miss a beat.

Lightning Field Service Parts Requests and Transfers

Get the right parts in stock to get the job done, every time.

Request parts, track shipping, and receive new stock with Lightning Field Service Parts Requests and Transfers. Make sure workers get the right part, right from their phone using the Field Service Lightning mobile app.

Social Studio Einstein Vision

See the social web for the first time. Identify brand logos, objects, scenes, and more through “visual listening.”

Give marketing and customer care teams intelligence about images shared on the social web. With Einstein Vision from Social Studio, you can automatically classify and categorize logos, objects, and scenes in images shared across social channels, giving users more context about images being used in content. Zero in on conversations about your brand, even if it is not directly mentioned.

Pardot Engage Team Reports

Understand user adoption, where reps have success, and where they need coaching.

Understand user adoption, usage, and impact with increased visibility for managers, marketers, and admins. Easily know which templates and campaigns are performing the best and proving the most ROI. Drill into insights to uncover trends that close deals faster.

Salesforce DMP Einstein Segmentation

Get better visualizations to drive customer success with your people data.

Leverage the marketing power of Einstein with Salesforce DMP — segment audiences even when you’re unsure of the types of consumer attributes that will help generate an optimal target audience.

Marketing Cloud Mobile App User Management

Unlock accounts and reset passwords directly from the Marketing Cloud Mobile App.

Respond to user issues anytime, anywhere, from the Marketing Cloud Mobile App. Easily free locked-out users with a single click and change user passwords whenever needed. These features are available for iOS admin users with the permission to unlock and change the password for users.

Social Studio Command Center Sales Leaderboards

Share even more data with your whole company.

Avoid siloed data that only certain employees can see with Social Studio Command Center Sales Leaderboards. Let all your digital teams display email, social, journey, advertising, and Service Cloud data on large touchscreens so everyone can understand customers from multiple touchpoints, social conversations, and now, Sales Cloud metrics.

Platform Events

Integrate app services in near real time.

Respond to business and employee interactions with Platform Events in near real time. Trigger workflows with Event Objects, a new object type that’s defined in the same way as custom objects and enables a fundamental change from database-centric operations to an event-driven approach.

Lightning Data Service

Build lightning components without Apex Code or SOQL.

Simplify Lightning development with Lightning Data Service, the standard controller that helps you load, create, edit, or delete a record in your component without requiring APEX or SOQL.

Heroku CI (Continuous Integration)

Drive collaboration and development productivity.

Get zero queue time, a beautiful UI, and a host of features with Heroku CI, the best out-of-the-box CI for Salesforce (SFDX) developers. Heroku outcompetes third-party CI solutions by including continuous integration for all Heroku's officially supported programming languages and a number of third-party buildpacks.

Heroku Shield

Build apps with trust in regulated industries.

Extend the power and security of app-building on Heroku with Heroku Shield. Build apps with trust for regulated industries that must comply with strict regulations around customer data and privacy, such as managing your BAA for HIPAA compliance.

Identity Embedded Login

Make the registration, authentication, and login experience frictionless

Seamlessly authenticate users of third-party web applications using their Salesforce credentials or a social provider with Identity Embedded Login. Easily customize and manage the user registration and authentication experience centrally from Salesforce.

Einstein Predictive Sort

Infuse personalized product assortments into the shopper journey.

Use customer data to deliver more tailored product sorts with Einstein Predictive Sort, decreasing the time customers spend looking for what they want and increasing conversion. With five simple clicks, merchandisers can turn Predictive Sort on for explicit searches (search via the search box), implicit searches (browsing in the storefront catalog), and enhanced search suggestions provided in Commerce Cloud Digital.

Order Management

Give consumers the choice to buy, fulfill, and service anywhere.

Reduce fulfillment shipping costs and accelerate delivery times with the powerful, optimizing algorithms in Commerce Cloud Order Management. As the hub for all order data, shared across Commerce Cloud Digital and Store, its simple customer service tools help agents manage all returns, exchanges, and updates — no matter where the order was placed.

Mobile-First Reference Architecture

Delight shoppers with experiences designed for the mobile web.

Leverage the latest UX best-practices, data-driven design, an enhanced set of mobile APIs, and the use of a new mobile framework to optimize the mobile shopping experience with Mobile-First Reference Architecture, an architectural blueprint for site design that’s designed for both merchants and mobile shoppers.

Commerce Cloud Reports and Dashboards

Leverage new reports and dashboards to make more informed decisions faster.

Make smarter business decisions by tracking revenue, performance, and promotion profitability with Commerce Cloud Reports and Dashboards. Get easy-to-use dashboards that help you understand co-buying trends and give robust insight across all digital channels for everything from top-selling products down to the SKU level.

Android Pay

Enable a frictionless checkout experience and convert mobile traffic into sales.

Streamline mobile commerce by delivering a fast and frictionless checkout process with Android Pay. Shoppers can make purchases with one touch, and take advantage of the high security of an Android Pay transaction. Android Pay is built directly into Business Manager, enabling merchants to get up and running quickly — without hours of development time.

Lightning CMS Connect

Easily integrate content with Lightning CMS Connect.

Enable content from Adobe Experience Manager CMS to easily be served in your community, allowing you to use content from your existing CMS and retain consistent content identity in your community and other online web properties. With integration available out of the box, launch a content-rich community faster than ever before.

Service Console Lightning Community 360

Solve cases efficiently by seeing what customers are viewing in the community.

Enable agents to see what articles, cases, and records a contact last viewed in the community. Agents solve cases more efficiently with suggestions based on community activity, and customers are happier with personalized service. Community 360 is embedded in the Service Console, integrating community activity into a single view for agents.

Service Community Scorecard

See the key community metrics that measure self-service activity.

Understand the most important metrics that measure self-service activity in the community in a single dashboard. Community managers can easily access key stats on member activity and top content. Understand how the community enables self-service through search effectiveness, case and question trends, and case-creation rates and resolution times.

Lightning Global Notifications

Never miss updates with real-time notifications across communities.

Get informed immediately when you are @mentioned in Salesforce with real-time global notifications. And that means anywhere, including any community and any device, whether it’s a desktop, mobile web, or the Salesforce1 Mobile App. With just one click, you’re taken to where you were @mentioned, so browsing back and forth between the internal org and between communities is seamless.

Einstein Feed Search

Find the most relevant feed search results, lightning fast.

Get the top-ranked answers to searches based on relevance and engagement signals such as most recent, likes, views, and answers with Einstein Feed Search. Better yet, the search algorithm uses the Einstein Learn to Rank technique to get better over time so users always get the best results. Users can also switch back to filters by most recent posts or activity.

Einstein Analytics

Field Service Analytics

Unlock critical field service insights.

Get a deeper and more predictive understanding of Field Service data with Field Service Analytics’ OOB and contextual dashboards. Enable data-driven planning and team management via intuitive and interactive visualizations.

Analytics Explorer

Build dashboards with more power and flexibility.

Get a more intuitive user experience and powerful query building capabilities with the new enhanced Einstein Analytics Explorer. Its architecture offers more options to slice and dice your data than ever before and provides new chart types, flexibility to view data in different modes, and access to perform advanced calculations with the SAQL Editor.

Visual Data Prep and Connectors

Unlock all of your customer data from multiple sources.

Easily integrate data not only from Salesforce, but also from third-party web-based stores with Einstein Connectors. Extend data to every part of your business without having to write any code.

Visual Action Designer

Enable insights to action using clicks not code.

Uncover insights and make smarter decisions by taking actions directly from your Einstein Analytics dashboards.

Live Data

Export live Salesforce data directly into Quip.

Open Salesforce reports into a Quip spreadsheet in a single click. The best part? Your data is live — when something is updated in Salesforce, it’s instantly updated in Quip too. You’ll never have to worry about whether the data you’re looking at is out of date.

@ Shortcuts

Bring your work and your team to life with the @ key.

A Quip document is more than just words on a page — it’s a smart surface for real-time collaboration. The @ key is at the center of it all, unlocking all of Quip’s most useful tools like calling teammates into a conversation, linking to work, adding spreadsheets, and setting reminders for tasks.

Milestone Tracking

Keep your team on task with reminders.

Set reminders for the tasks you assign your teammates and Quip will automatically follow up with them until they mark it complete. Let Quip take care of the logistics so you and your team can focus on getting work done.

Flexible Checklists

Get your projects done faster with flexible checklists.

Drive everything your team is working on with Quip. Create flexible checklists to plan and track your team’s important initiatives. Assign tasks, set reminders, discuss status, and prioritize it all so the work can get done and everyone can stay on the same page.

Smart Sidebar

Find your work easily and quickly with Quip’s smart sidebar.

Easily find what you’re looking for and stay updated on the work you care about with Quip’s smart sidebar. You can open the sidebar from any screen, so it’s easy to browse your team’s activity, manage your most important notifications, and access your favorite docs in a moment’s notice.

Financial Services Cloud

Financial Services Cloud Communities

Build custom communities to fit your firm’s needs.

Build and empower your independent advisor network with Financial Services Cloud Communities. Connect directly with independent advisors to share client data — including financial accounts, goals, and relationships — in a secure, branded portal. Speed up your implementation and supercharge independent advisor productivity with Financial Services Cloud Lightning components and user profiles all in a mobile responsive design.

Actionable Client Insights with Einstein Analytics

Take client action at the exact point of insight.

Actionable Client Insights with Einstein Analytics empowers advisory teams to take action quickly on meaningful client data. Firms can log a call, task, or event directly in five Einstein Analytics dashboards, so they can work faster to deliver personalized advice at a moment’s notice. Now advisors can turn client insights into proactive advice — all without the need for supporting analysts or multiple spreadsheets.

Client Profile Builder

Easily add a new individual profile in a single, fast flow.

Quickly and easily initiate new client relationships across your entire book of business with the Client Profile Builder. Expedite the time it takes to create an individual profile on the Advisor home page by directly linking Account, Contact, and Household information in two simple steps. Add or remove any varying fields and capture individual and group details in one place.

Health Cloud

Health Cloud Empower

Make engagement simple and personal across the entire care team.

Give patients, members, and caregivers the tools to manage care from any device with Health Cloud Empower. These components give you the building blocks to embed Care Plan Selector, Care Plan Tasks, and the Care Team List into any mobile app. With insights in the palm of your hand, patients are more engaged on the path to better health.

Concurrent Care Plans

Deliver personalized care at scale with multiple care plans.

Help patients with multiple, complex conditions receive more personalized care with Concurrent Care Plans. Now, you can assign patients to multiple care plans with different care teams, and even close out on shorter term care plans so you can report results. And with the ability to assign permissions, you can control who has access to sensitive patient data.

Integrated Patient Lists with Einstein Analytics

Take action at the point of insight with targeted lists created in Wave.

Take action on insights gathered through any dashboard with Integrated Patient Lists with Einstein Analytics. Once your analysis is performed, you can export your segmented patient lists into Health Cloud to deliver targeted outreach and ensure that patients get the care they need, follow up on a specific procedure, or send a reminder about an upcoming appointment.

Financial Services Cloud

Financial Services Cloud Communities

Build custom communities to fit your firm’s needs.

Build and empower your independent advisor network with Financial Services Cloud Communities. Connect directly with independent advisors to share client data — including financial accounts, goals, and relationships — in a secure, branded portal. Speed up your implementation and supercharge independent advisor productivity with Financial Services Cloud Lightning components and user profiles all in a mobile responsive design.

Actionable Client Insights with Einstein Analytics

Take client action at the exact point of insight.

Actionable Client Insights with Einstein Analytics empowers advisory teams to take action quickly on meaningful client data. Firms can log a call, task, or event directly in five Einstein Analytics dashboards, so they can work faster to deliver personalized advice at a moment’s notice. Now advisors can turn client insights into proactive advice — all without the need for supporting analysts or multiple spreadsheets.

Client Profile Builder

Easily add a new individual profile in a single, fast flow.

Quickly and easily initiate new client relationships across your entire book of business with the Client Profile Builder. Expedite the time it takes to create an individual profile on the Advisor home page by directly linking Account, Contact, and Household information in two simple steps. Add or remove any varying fields and capture individual and group details in one place.

 
 

Health Cloud

Health Cloud Empower

Make engagement simple and personal across the entire care team.

Give patients, members, and caregivers the tools to manage care from any device with Health Cloud Empower. These components give you the building blocks to embed Care Plan Selector, Care Plan Tasks, and the Care Team List into any mobile app. With insights in the palm of your hand, patients are more engaged on the path to better health.

Concurrent Care Plans

Deliver personalized care at scale with multiple care plans.

Help patients with multiple, complex conditions receive more personalized care with Concurrent Care Plans. Now, you can assign patients to multiple care plans with different care teams, and even close out on shorter term care plans so you can report results. And with the ability to assign permissions, you can control who has access to sensitive patient data.

Integrated Patient Lists with Einstein Analytics

Take action at the point of insight with targeted lists created in Wave.

Take action on insights gathered through any dashboard with Integrated Patient Lists with Einstein Analytics. Once your analysis is performed, you can export your segmented patient lists into Health Cloud to deliver targeted outreach to ensure patients get the care they need, such as following up on a specific procedure or sending a reminder about an upcoming appointment.

 
 

25 New Premier Accelerators

Accelerators offer one-on-one coaching with Salesforce experts.

Drive faster adoption, take advantage of our newest features, and increase your team’s productivity with Accelerators, our one-on-one sessions with Salesforce experts. The ’17 Summer Release includes 25 new Accelerators covering products like Pardot, Salesforce Inbox, Einstein Data Discovery, Lightning for Outlook, Lightning Sync, and hot topics like Data Backup, Discovery Recovery Options, and Multifactor Authentication.

Self-Serve Designated Contacts in Help and Training

Manage designated contacts without logging a ticket.

Premier Customers can now add, modify, and edit their own Designated Contacts without logging a support ticket.

New Upgrades to Premier Apps

Maximize productivity and drive business value with exclusive apps.

Get the most out of Salesforce with apps exclusive to Premier and Signature Success Customers that help you adopt key features, improve productivity, and identify and map business priorities. For Summer, experience upgrades to Premier Primer, Field Footprint, and Value Mapper apps.

New Quick Start Journeys, Plus Einstein for All

Get started faster, drive adoption, and learn Einstein.

Help every customer get started on the right foot with New Quick Start Journeys (examples: Admins, Inbox, Quip). Journeys now include adoption topics, such as measuring success. Our new Einstein Community provides expert guidance from Salesforce moderators and a community of fellow users.

New Fast-track to Salesforce Admin Certification

Get your Salesforce certification in as little as six weeks.

Prepare for your Salesforce Administrator Certification with Salesforce Proficiency Pack, a blended learning course that includes targeted online learning, in-app practice, expert training from instructors, and the support of a learning cohort, to set an achievable path to exam readiness. The Proficiency Pack allows you to learn, practice, and prepare for the Administrator certification in just six weeks.

Prepare for Salesforce Releases

Explore highlights from the Summer ’17 release and craft your own release strategy.

Release Trailhead Module Winter 17

Prepare for Salesforce Releases

Explore highlights from the Summer ’17 release and craft your own release strategy.

Resources

Learn more about the Summer ’17 release