Salesforce Spring 09 Release Presentation

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    Salesforce Spring 09 Release Presentation - Presentation Transcript

    1. Spring 09 Release Maria Pergolino
    2. YOUR RESPONSIBILITY – NEW RELEASES
      • Salesforce Community
        • Spring Release
          • Features for You
          • Overview of all
            • What’s visible and not visible automatically
          • Detailed Release Notes
            • Summary by area
            • Instructions
          • Training
    3. RELEASE AREAS OF ENHANCEMENT
      • User Productivity
      • Collaboration Tools
      • Business Process
      • Platform
      • Client Apps
    4. USER PRODUCTIVITY
      • Opportunity Genius
        • Allows sales to find and bookmark similar deals using a variety of search criteria
        • Setup | Customize | Opportunities | Similar Opportunities, Then add to Page Layout
        • Gives limited visibility into private opps
      • Enhanced Search
        • Search content s of a document (PDF, PPT, RTF, Word, Text, XML, etc)
      • Time Picker for Events
        • Select Start and End Times from a Picker
    5. COLLABORATION TOOLS
      • Salesforce Content
      • Salesforce Ideas
      • Salesforce to Salesforce
      • PRM Enhancements
      • Customer Portal
    6. BUSINESS PROCESS CHANGES
      • Page layout editor
      • Email to case as a service
      • Campaign member enhancements
      • Global business hours for holidays
      • Delegated data administration
      • Workflow enhancements
      • Analytics enhancements
    7. Page Layout Editor
      • WYSIWIG editor
        • Can be disabled if desired
      • Key Benefits
        • Faster
        • Easier to Use
        • Blank spaces
        • Undo/redo
    8. PAGE LAYOUT EDITOR - NOTES
      • Admins using Firefox 2 will get prompted to opt out of the enhanged page layout editor on the User Interface setting page
        • Opt in is org-wide
      • Edit Properties button is now the Edit Properties icon (wrench)
      • Save As is the Close function
    9. CAMPAIGN ENHANCEMENTS
      • Campaign Members related list
      • Manage Members Page
      • Manage Members button now
      • drop down button
    10. CAMPAIGN ENHANCEMENTS - NOTES
      • Admins must ad the Campaign Members related list to the page layout in Campaigns
        • Setup | Campaigns | Page Layouts | Edit
    11. PLATFORM
      • Email deliverability
        • Setup | Administration Setup | Monitoring | Email Log Files
        • Items renamed (bounced is now deliverability)
      • Email logs
      • Opportunity save behavior
        • Workflow rules, validation rules can fire when child makes a change that affects parent
      • Additional Developer Enhancements
        • See force.com release notes
    12. CLIENT APPS
      • Mobile services
        • More control through device assignment
      • Email Services
        • Redesigned Task/Event Association UI
        • Always mark for sync option in Outlook
      • Offline Services
        • Support for Person Accounts and Relationship Groups in Connect Offline
      • iPhone enhancements
      • Windows Mobile

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