Salesforce Summer '14 release overview

7,890
-1

Published on

This deck is a summary of the Salesforce Summer 14 release.
This deck was made by Salesforce's success - release readiness team.

Published in: Technology, Business
4 Comments
4 Likes
Statistics
Notes
No Downloads
Views
Total Views
7,890
On Slideshare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
36
Comments
4
Likes
4
Embeds 0
No embeds

No notes for slide

Salesforce Summer '14 release overview

  1. 1. Summer ’14 Release Overview Deck
  2. 2. Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward- looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include - but are not limited to - risks associated with our new business model; our past operating losses; possible fluctuations in our operating results and rate of growth; interruptions or delays in our Web hosting; breach of our security measures; the immature market in which we operate; our relatively limited operating history; our ability to expand, retain, and motivate our employees and manage our growth; risks associated with new releases of our service; and risks associated with selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. are included in our registration statement (on Form S-1) and in other filings with the Securities and Exchange Commission. These documents are available on the SEC Filings section of this Web site. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Safe Harbor Statement
  3. 3.  Summer ‘14 Release Milestones  Sandbox Preview Instructions  Release Types  General Enhancements  Mobile  Salesforce Chatter  Sales Cloud  Service Cloud  Analytics  Data.com  Force.com Agenda NOTE: For a full list of features and functionality, please see the release notes.
  4. 4. Summer ‘14 Release Milestones Staggered Release (R1) Friday, 7/11 (NA6, NA7, NA8, NA9,) Staggered Release (R0) Friday, 6/20 (NA1) Release Training Available Thursday, 7/3Sandbox Available Friday, 6/6 (CS3, CS4, CS7, CS9, CS11, CS12, CS13, CS14, CS15, CS17, CS19, CS20, CS30) May Sandbox Available Saturday, 6/7 (CS5, SR1, SR2) Staggered Release (R2) Friday, 7/18 (EU0, EU1, EU2, EU3, NA0, NA2, NA3, NA4, NA5, NA10, NA11, NA12, NA13, NA14, NA15, NA16, NA19, NA20) & Saturday, 7/19 (AP0, AP1, CS1, CS2, CS6, CS8, CS10, CS16, CS18, Preview Release Notes, Website & Community Release Update Thursday, 5/22 June July Pre-Release Live Externally Thursday, 5/6
  5. 5.  Decide by May 30th if you would like to participate in the Summer ‘14 Sandbox Preview – If you have a full Sandbox, be mindful of the 29-day refresh policy and plan accordingly.  Determine your Sandbox instance – Setup | Deploy | Sandboxes Sandbox Preview DEFINITION: Force.com Sandbox customers are able to get early access to Summer ‘14 features to test new customizations and features before your production organization is upgraded.
  6. 6. Sandbox Preview (cont.)  Determine which action to take  Determine any AppExchange Preview actions  Understand the Preview Refresh schedule NOTE: The May 30 2014 deadline is to ensure that all requested refreshes are complete by June 6th, 2014. If you have a large Sandbox, please keep in mind how much time it takes to complete your Sandbox refresh to ensure your copy is completed by June 6th, 2014.
  7. 7. Definitions of Release Types Pilot: New feature or function available by invitation-only to a limited set of customers. The purpose is to gather feedback and data on product functionality, scalability, performance and usability, which will influence the direction, continued development, or roll out of the feature. Beta: Minimum customer feature set made available to a set of customers on an opt-in basis, to gain early adoption and minor feedback on product that the team will be making minor, known enhancements to in order for product to meet marketable feature set. Must go GA within two releases. GA: Marketable feature set ready for all customer production use and all functional, quality and performance requirements are complete. Developer Preview: Provide early testing opportunities to Developer Edition orgs on upcoming developer technologies. The purpose is to solicit feedback for features that are not ready for a production release (Pilot, Beta, or GA). The Developer Preview is not backwards compatible.
  8. 8. General Enhancements
  9. 9.  The size limits for attachments to objects has increased from 5 MB to 25 MB, making it easier for you to collaborate on large attachments to cases, accounts, orders, and other objects.  Size limits for incoming email messages has increased from 10MB to 25MB, making it likely that you can even receive long messages with multiple attachments.  A new Salesforce notification banner appears on all pages for accounts, contacts, dashboards, and the setup menu for your organization. – Dismiss the banner by clicking X on the banner. – Easily remove the banner through Setup | Customize | User Interface.  The technology that renders PowerPoint® file previews has been greatly improved so that previews of presentations now render with noticeably higher quality inside the browser. What are the General Enhancements to Salesforce?
  10. 10.  When previewing a .pptx file in Salesforce, graphic elements now display correctly on a slide.  Orders (but not order products) now count against the data storage limits of your organization.  Two new fields have been added to person objects, including Middle Name and Suffix, allowing you to better represent the name of a person who’s associated with a record. What are the General Enhancements to Salesforce? (cont.)
  11. 11. Mobile Enhancements
  12. 12.  Salesforce1 users now have even more options for working on the go! Salesforce1 now officially supports the following browser pairings: – BlackBerry Browser on BlackBerry Z10 devices running BlackBerry OS 10.2 or later. – Good Access secure mobile browser on Android phones with Android 4.2 or later and on Apple mobile devices with iOS 7 or later.  More Salesforce data is now included in Salesforce1: – Campaign Members, Salesforce Knowledge articles, and Work.com Coaching, Goals, and Skills are all now supported. – All Custom objects that have a tab in the full Salesforce site now show. – See all list views for an object, not just your four most recently accessed lists. • Locate data in list views faster by controlling how the information is sorted and displayed. What are the Enhancements to Salesforce1?
  13. 13.  Users can now drill right to a report from a dashboard simply by tapping on the dashboard. What are the Enhancements to Salesforce1? (cont.) Tap on chart to view report Underlying report can be viewed Tap on column header to sort Swipe right to view more columns CUSTOMER IDEA: Drill to Report and Record was submitted by a customer via the Idea Exchange.
  14. 14.  Tap a row in a report to drill down directly to a record. What are the Enhancements to Salesforce1? (cont.) CUSTOMER IDEA: Drill to Report and Record was submitted by a customer via the Idea Exchange.
  15. 15.  Publisher Actions show in the Salesforce1 mobile browser app even when Chatter is disabled. – Can be created and added to the Publisher Actions section in object page layouts. What are the Enhancements to Salesforce1? (cont.) NOTE: Publisher Actions with Chatter disabled will only show in the Salesforce1 mobile browser app. No Feed! No Chatter Actions!
  16. 16. What are the Enhancements to Salesforce1? (cont.)  Salesforce1 now supports Communities, so you can work across the communities you access most.  Work.com is now integrated with Salesforce1, allowing you to see your goals as well as coaching details.
  17. 17.  New duplicate detection functionality in Salesforce1 (pilot) alerts you when you try to create a Contact, Lead, or Account that already exists. What are the Enhancements to Salesforce1? (cont.) Easily hide duplicates Duplicate list window pops open Modify data and save again or select from duplicate list Contact your salesforce.com representative to be considered for this pilot features.
  18. 18.  New with Summer ‘14, unlisted groups (pilot) provide a secure and confidential way of collaborating with other Chatter users. What are the Enhancements to Salesforce1? (cont.) Unlisted Group Type Even files shared only with Unlisted Groups are secure Create new Unlisted Groups via the publisher and include customers
  19. 19.  With Today, users can now import an event on their phone directly to their Salesforce calendar. What are the Enhancements to Today? Can import an event on the phone (native calendar) to Salesforce calendar
  20. 20.  Salesforce Events now show in the left nav of Salesforce1. What are the Enhancements to Today? (cont.) Salesforce Events page
  21. 21.  With Today, you can now add a new contact directly from your phone to Salesforce. What are the Enhancements to Today? (cont.) Add a contact that is not currently in Salesforce
  22. 22.  Search within the main feed to find specific information you need.  View feed posts organized by topic, which is automatically available from the Recent section of the Salesforce1 navigation menu. What are the Additional Mobile Enhancements? (cont.)
  23. 23. Mobile Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Additional Supported Devices GA P CM, GE, PE, EE, PxE, UE, DE n/a Additional Data in Salesforce1 GA P CM, GE, PE, EE, PxE, UE, DE n/a Drill to a Dashboard from a Report GA P GE, PE, EE, PxE, UE, DE n/a Drill to a Record from a Report GA P CM, Personal, GE, PE, EE, PxE, UE, DE n/a Publisher Actions Enhancements GA P CM, GE, PE, EE, PxE, UE, DE n/a Communities in Salesforce1 GA P CM, GE, PE, EE, PxE, UE, DE Communities Work.com Goals and Coaching in Salesforce1 GA P PE, EE, PxE, UE, DE Work.com
  24. 24. Mobile Enhancements Summary (cont.) REFERENCE: For a full list of Mobile features and enhancements, please see the release notes. Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Duplicate Detection in Salesforce1 Pilot P CM, GE, PE, EE, PxE, UE, DE n/a Unlisted Groups Pilot P CM, GE, PE, EE, PxE, UE, DE n/a Import an Event from Today into Salesforce GA P CM, GE, PE, EE, PxE, UE, DE n/a Salesforce Events in Left Nav GA P CM, GE, PE, EE, PxE, UE, DE n/a Add a New Contact using Today GA P CM, GE, PE, EE, PxE, UE, DE n/a Search a Feed GA P CM, GE, PE, EE, PxE, UE, DE n/a View Posts Organized by Topic GA P CM, GE, PE, EE, PxE, UE, DE n/a
  25. 25. Salesforce Chatter Enhancements
  26. 26.  Salesforce Files Enhancements  Topics Enhancements  Chatter Experience Enhancements  Additional Chatter Enhancements What are the Enhancements to Salesforce Chatter?
  27. 27. Salesforce Files Sync makes file management, syncing, sharing, and versioning easier than ever.  Setup | Customize | Chatter | Settings | Edit | Allow File Sync. What is Salesforce Files Sync? Easily sync files across all devices Easily share files into Chatter groups or records. Easily work with colleagues to iterate and improve content.
  28. 28. A synced file will appear everywhere, across all devices. What is Salesforce Files Sync? (cont.) NOTE: Download and install the Salesforce Files client so you can sync files between your desktop, Chatter, and mobile devices.
  29. 29. Synced files can be shared into business context with a few tabs or clicks. What is Salesforce Files Sync? (cont.) Salesforce records! Chatter Groups and Users! Share right from the desktop!
  30. 30. Work with your colleagues to collaborate on synced files. What is Salesforce Files Sync? (cont.) Your colleagues get to work! @mention colleagues and ask them to work on files. You can see the entire version history.
  31. 31.  We have increased the max attachment file size to 25mb by default. There will be a way to increase this further for any orgs that want larger attachments.  Two new standard reports have been added to help you report on Chatter files: Engagement report and Download report. What are the Additional Files Enhancements?
  32. 32. What are the Additional Files Enhancements? (cont.) The File downloads report shows you the number of downloads a file has had and by which users The Engagement report shows you the Chatter engagement on your report, such as Posts, Likes, shares, etc Navigate directly to the Engagement report from the file detail page
  33. 33.  New in Summer ‘14, customers can now search for and add topics, and view the topic feed in Salesforce1 in addition to the browser. What are the Enhancements to Topics? Topics in S1 Menu Topics in S1 Search Topic Page Topics on Feed Items
  34. 34. What are the Enhancements to Topics? (cont.)  A new Records tab displays all records assigned with a specific topic. - If you don’t see a Records tab for a particular topic, the topic hasn’t been added to any records.  Search feeds on Topic detail pages to quickly find the information you’re looking for. Tips & Tricks: To enable topics for additional objects, within Setup go to Customize | Topics | Topics for Objects
  35. 35.  Delete topics directly in Salesforce, rather than using the SOAP API, Chatter Rest API, or Chatter in Apex.  With Knowledgeable About, you can now see what topics users are knowledgeable on in their user profiles. – Run reports on which users are knowledgeable on a specific topic. What are the Enhancements to Topics? (cont.) New ‘Knowledgeable About’ section displays what topics the user is knowledgeable about
  36. 36. What are the Chatter Experience Enhancements?  New with Summer ‘14, you can roll out Chatter for a subset of your users, instead of all users in your organization, using custom profiles or permission sets.  Bundled Posts (pilot) bring organization and focus to Record Feeds by grouping feed-tracked changes together to accentuate user collaboration on a record. Control access on custom profiles Control access with permission sets Bundled Post (pilot): One post representing a group of sequential changes to the record Feed Tracked Changes: Navigate to the individual tracked changes for details CUSTOMER IDEA: Profile Based Rollouts was submitted by a customer via the Idea Exchange.
  37. 37.  Use action links (pilot) to bring any Salesforce or 3rd Party functionality with an API to a Chatter post, targeting specific users. – Action Links are an API framework that make it very easy to integrate within the Feed.  Action Links can be designated to appear as buttons in the post or as links in the post's drop-down menu.  Action links are user-specific and can be made private or public. What are the Chatter Experience Enhancements? (cont.) An action link is a URL on a post that links to an API, a Web page, or a file Note: Action links (pilot) are available through pilot program and only the Salesforce1mobile browser app. Enabling users to work in the feed is the most powerful way to ensure that they adopt and engage in Chatter.
  38. 38. What are the Chatter Experience Enhancements? (cont.)  With Chatter Questions (beta), users can quickly view similar questions and articles as they enter their question, without switching context.  Chatter questions helps reduce duplicate content in your community by showing similar questions before your users ask their question.  Choose to show relevant knowledge articles as users type their questions in Chatter. – Users can select the best answer to a question, which then shows to future people asking a similar question.
  39. 39. What are the Chatter Experience Enhancements? (cont.)  Email to Groups attachments (pilot) allows group members to compose or forward an email to the Chatter Group and have the text of the email appear in the Chatter Feed, as well as the attachment. – Any additional attachments are shown as comments. Post by Email: Email address for this Group First Attachment: Shows on post Additional Attachments: Added as comments
  40. 40.  New with Summer ‘14, unlisted groups (pilot) provide a secure and confidential way of collaborating with other Chatter users. What are the Chatter Experience Enhancements? (cont.) Unlisted Group Type Even files shared only with Unlisted Groups are secure Create new Unlisted Groups via the publisher and include customers
  41. 41.  Chatter has introduced new Application Logs to help gather Chatter email usage metrics. – With Open Tracking, every time a user views an email, an Open Event is recorded in the Application Log. – With Click Tracking, every time an end user clicks on any link within a Chatter email, a Click Event is recorded in the Application Log.  Special library files can now be shared in a Chatter feed, including Link files and Google docs. What are the Chatter Experience Enhancements? (cont.)
  42. 42. Salesforce Chatter Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Salesforce Files Sync GA P PE, EE, PxE, UE, DE n/a Increased the max Attachment file size to 25mb GA PE, EE, PxE, UE, DE n/a Download and Engagement Reports GA P PE, EE, PxE, UE, DE n/a Topics in Salseforce1 GA P CM, GE, PE, EE, PxE, UE, DE n/a Knowledgeable About on User Profile GA P CM, GE, PE, EE, PxE, UE, DE n/a Records Tab GA P CM, GE, PE, EE, PxE, UE, DE n/a Profile Based Rollout GA P EE, PxE, UE n/a Bundled Posts Pilot P Personal, GE, PE, PxE, UE, DE n/a Action Links Pilot P Personal, GE, PE, PxE, UE, DE n/a Chatter Questions Beta P Personal, GE, PE, PxE, UE, DE n/a
  43. 43. Salesforce Chatter Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Email to Groups Attachments Pilot P Personal, GE, PE, EE, PxE, UE, DE, Database.com n/a Unlisted Groups Pilot P CM, GE, PE, EE, PxE, UE, DE n/a Open Tracking GA P Personal, GE, PE, EE, PxE, UE, DE, Database.com n/a Click Tracking GA P Personal, GE, PE, EE, PxE, UE, DE, Database.com n/a Sharing Link files into Chatter GA P Personal, GE, PE, EE, PxE, UE, DE, Database.com n/a For a full list of Salesforce Chatter features and enhancements, please see the release notes.
  44. 44. Communities Enhancements
  45. 45. What are the Enhancements to Communities? Summer ’14 brings the new Community Engagement Console, a central place for Community Managers to monitor the health of their community and its members. Several Community dashboards available Trending Community reports One-click access to the Engagement Console for Community Managers Admins can update the dashboards used in the Engagement Console NOTE: To be a community manager and use the Community Engagement Console, a user must have either the Manage Communities or Create and Customize Communities permission, and must be an employee of your organization. CUSTOMER IDEA: Engagement Console was submitted by a customer via the Idea Exchange.
  46. 46. Community managers can set reputation levels, which allow community members to achieve a reputation level based on points earned from posts. What are the Enhancements to Communities? (cont.) Levels can be defined with point ranges Default level icons can be overridden with custom css Level names can be renamed Chatter actions can be assigned point values Reputation level displayed on profile CUSTOMER IDEA: Reputation was submitted by a customer via the Idea Exchange.
  47. 47. Open up access to your community content with public chatter groups that don’t require login, so you can engage users who might not join otherwise. What are the Enhancements to Communities? (cont.) New community- specific preferences to enable access
  48. 48. Communities Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Engagement Console GA P EE, UE, PxE, DE Communities Reputation Engine GA P EE, UE, PxE, DE Communities Allow Access to Public Groups without Login GA P EE, UE, PxE, DE Communities For a full list of Communities features and enhancements, please see the release notes.
  49. 49. Sales Cloud Enhancements
  50. 50.  Opportunities Enhancements  Forecasting Enhancements  Territory Management Enhancements  Salesforce for Outlook Enhancements  Salesforce Console Enhancements  Activities Enhancements  Price Book Enhancements  Additional Sales Cloud Enhancements What are the Enhancements to the Sales Cloud?
  51. 51. New with Summer ‘14, custom field splits allow you to split an opportunity by multiple attributes. What are the Enhancements to Opportunities? You can add custom split types like ACV in this example Users can view each split in a tab NOTE: By default your organization is provided with two splits on the Opportunity Amount field, one of which must total 100%, and one of which can total any percentage. You can now create up to three more split types, each based on any Opportunity currency field.
  52. 52.  Customize opportunity splits to better reflect your business operations by setting up splits on any currency field for an opportunity, including custom currency and roll-up summary fields.  New with Summer ‘14, you can generate orders directly from Opportunities or Quotes (Pilot) What are the Enhancements to Opportunities? (cont.) Generate the Order from a custom button… …or from a workflow rule, like when the Stage is set to ‘Closed Won’
  53. 53.  New with Summer ‘14, sales teams can now forecast on custom currency fields on opportunities (pilot). What are the Enhancements to Forecasts? Custom Field Forecasts are based on Custom Opportunity Splits Configure a forecast based on any Opportunity Custom Split Type
  54. 54. What are the Enhancements to Forecasts? (cont.) Custom field forecast shown here with a single 100% split
  55. 55. What are the Enhancements to Forecasts? (cont.) View the Custom Field Forecast View Quotas The Forecasted Amount = the Amount on Opportunity Split. It is the basis for the Forecast Summary above. CUSTOMER IDEA: Custom Field Forecasts was submitted by a customer via the Idea Exchange with over 2,000 votes!
  56. 56. What are the Enhancements to Forecasts? (cont.) Custom field forecast with an opportunity split
  57. 57. What are the Enhancements to Forecasts? (cont.) Hover over the split percent and click. The Opportunity Splits detail window appears, showing splits that roll up to the selected forecast cell in bold. Any other splits on the opportunity appear in grey.
  58. 58. Model, manage, and analyze your sales territories with Territory Management 2.0 (Beta).  New with Summer ‘14, cascade delete allows you to delete your territory model and associated objects with just a single click, significantly reducing administrator efforts and ensuring data integrity. What are the Enhancements to Territory Management? Help text displays prior to deletion highlighting the impact of the action
  59. 59.  You can now define and run Territory reports that show account assignments, user assignments, and a summary of account information based on territories. What are the Enhancements to Territory Management? (cont.) Which account has no territory assigned? What is the expected revenue by territory? CUSTOMER IDEA: Territory Reports was submitted by a customer via the Idea Exchange!
  60. 60.  Display assigned territories as a related list on Account Detail pages. What are the Enhancements to Territory Management? (cont.)
  61. 61.  With Summer ‘14, the Side Panel is available in all editions of the Sales Cloud.  Using the side panel, you can now create more kinds of Salesforce records using publisher actions. What are the Enhancements to Salesforce for Outlook? The list of publisher actions is configurable Each action layout is customizable to show/hide specific fields Actions are available on any object type
  62. 62.  New with Summer ‘14, System requirement checks are validated prior to enabling Salesforce for Outlook’s installer download button. What are the Enhancements to Salesforce for Outlook? (cont.) Sys requirements are checked again when Salesforce for Outlook’s installation begins
  63. 63.  Login frequency, if any, is controlled by admins. What are the Enhancements to Salesforce for Outlook? (cont.) Salesforce for Outlook login is enforced every week (7 days) in this example
  64. 64.  User help is now available in the Side Panel. What are the Enhancements to Salesforce for Outlook? (cont.) Users get access to Help documentation covering Side Panel functionality
  65. 65.  With just a few clicks, a new related list component can be added to the console, making it easier to view certain related lists associated to a record.  The existing lookup component has been re-skinned to match the new related list component. What are the Enhancements to Salesforce Console?
  66. 66.  To help users continue working from where they left off in a console, multi-components that appear during a users’ session appear again when users refresh their browsers, close and open browser tabs, or log out and log back into Salesforce.  New interaction log buttons can be added to the console, making attaching calls to Salesforce a breeze! What are the Enhancements to Salesforce Console? (cont.)
  67. 67. What are the Enhancements to Activities?  New with Summer ‘14, all new customers will see a New Event publisher action defaulted in the global publisher.  ActivityDate and ActivityDate Time fields are now available in custom formula fields and validation rules. This is the Multi-dimension Publisher action list for the global MDP in a newly provisioned org. ActivityDate available for a validation rule
  68. 68. What are the Enhancements to Activities? (cont.)  Customers will now be able to join the User object to the Activity Relationships object to report on user activity relationships. Summarize by User and see their meetings and meeting details Join User object to new Activity Relationships object
  69. 69. What are the Enhancements to Activities? (cont.)  Event details are no longer visible in multi-user calendar view if a user does not have sharing access to the event. If user doesn’t have sharing access, hover only shows time block. No details if user doesn’t have sharing access
  70. 70.  New with Summer ‘14, Price Book Entry customizations include the ability to create and edit custom fields, page layouts, validation rules, and set field level security. What are the Enhancements to Price Book Entries? New node in Setup under Price Books New Price Book Entry detail page New Price Book Entry edit page CUSTOMER IDEA: Price Book Entry Customizations was submitted by a customer via the Idea Exchange!
  71. 71.  A new method is available for developers who are now able to access the Standard Price Book in their apex tests when SeeAllData=FALSE that allows developers to create their own test data such as price book entries and opportunity products, rather than rely on pre-existing test data. What are the Enhancements to Price Books?(cont.) CUSTOMER IDEA: getStandardPricebookId() was submitted by a customer via the Idea Exchange!
  72. 72. New standard lookup fields are available on Contracts and Orders and allow you to connect to Sales Cloud objects. What are the Additional Sales Cloud Enhancements?
  73. 73.  With duplicate blocks and alerts (pilot) ,Administrators can configure matching rules for what constitutes a duplicate record, and duplicate rules for what Salesforce.com should do when a duplicate is found. What are the Additional Sales Cloud Enhancements? (cont.) Block displays duplicates and prevents save Alert displays duplicates but still allows save NOTE: Duplicate alerts is a closed pilot feature, only available to a small subset of pre-identified customers.
  74. 74. Sales Cloud Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Custom Field Splits GA P PxE, UE n/a Customization of Splits GA P EE, PxE, UE n/a Generate Orders Pilot P EE, PxE, UE, DE n/a View Split Details in Forecast GA P EE, PxE, UE, DE n/a Custom Field Forecasts Pilot P PxE, UE, DE n/a Cascade Delete Beta P EE, PxE, UE, DE Sales Cloud Territory Reports Beta P EE, PxE, UE, DE Sales Cloud Assigned Territories List on Account Page Beta P EE, PxE, UE, DE Sales Cloud Side Panel in All Editions GA P CM, GE, PE, EE, PxE, UE Sales Cloud Publisher Actions in the Side Panel GA P **CM, GE, PE, EE, PxE, UE Sales Cloud **Publisher actions list is configurable in EE, PE, UE, and DE
  75. 75. Sales Cloud Enhancements Summary (cont.) Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License System Requirements Check GA P CM, GE, PE, EE, PxE, UE Sales Cloud Login Frequency GA P CM, GE, PE, EE, PxE, UE Sales Cloud Help in the Side Panel GA P CM, GE, PE, EE, PxE, UE Sales Cloud Salesforce Console for Sales Enhancements GA P EE**,PxE*, UE**, DE* Sales Cloud Default New Event Publisher Action for New Orgs GA P CM, GE, PE, EE, PxE, UE n/a ActivityDate and ActivityDate Time fields Available in Custom Formulas fields and validation rules GA P CM, GE, PE, EE, PxE, UE n/a User to Activity Join through Activity Relationship in CRTs GA P CM, GE, PE, EE, PxE, UE n/a *Available with a Sales Cloud license **Available with the Sales Cloud for an additional cost
  76. 76. Sales Cloud Enhancements Summary (cont.) Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Customizable Price Book Entry GA P* P PE, EE, PxE, UE, DE n/a Access Standard Price Book with SeeAllData = False GA P PE, EE, PxE, UE, DE n/a Standard Lookup Fields on Sales Cloud Objects GA P PE, EE, PxE, UE, DE n/a Duplicate Blocks and Alerts Pilot P PE, EE, PxE, UE, DE n/a * Users with Price Book CRUD enabled will be able to navigate to the Price Book Entry edit/detail pages via the View/Edit links on the Price Book detail page, Product detail page, and Price Book Entry List View
  77. 77. Service Cloud Enhancements
  78. 78.  Case Feed Enhancements  Community Templates for Self Service  Entitlement Management Enhancements  Salesforce Knowledge Enhancements  Live Agent Enhancements  Salesforce Console Enhancements  Service Communities Enhancements  Social Customer Service Enhancements What are the Enhancements to Service Cloud?
  79. 79. The Service Cloud Case Feed presents an entirely new Case Management experience optimized for call center agents.  Publishers and the Feed are now variable width (not fixed) and take up the full width of the Case Feed page frame. What are the Enhancements to Case Feed? From the Case Feed Page Layout, Admins can enable full-width feed.
  80. 80.  Case Feed page publishers now automatically collapse when a given publisher’s action is performed. What are the Enhancements to Case Feed? (cont.) The default state is collapsed. The publisher labels now toggle the collapsed/expanded state each time they are clicked. Performing the Quick Action will automatically collapse the publisher.
  81. 81.  The milestone tracker and Case Topics components can now be added to the Salesforce Console for Service sidebar regions via the standard declarative page layout editor.  With Quick Text Messages, agents can add standardized text when replying to customers and updating cases. – Case Feed Portal – Log a Call – Change Status What are the Enhancements to Case Feed? (cont.) The default state is collapsed. The publisher labels now toggle the collapsed/expanded state each time they are clicked. Performing the Quick Action will automatically collapse the publisher.
  82. 82.  Add the Send Email action to case page layouts in Salesforce1 so users can send email messages directly from case records.  Inline images now appear correctly in email replies from case feed.  Add the attachment component to the Case Feed page so your support agents can quickly view and manage all of the files associated with a case.  Using the power of topics on cases, support agents can be endorsed as experts on specific topics. What are the Enhancements to Case Feed? (cont.)
  83. 83.  Using a Community Template, designers or contributors can set up Knowledge for Self- Service (beta) or Cases for Self-Service (beta), empowering end users to find the answers to their questions without having to contact support agents What is Community Templates for Self-Service? DEFINITION: Community Templates for Self-Service (Beta) lets you build, brand, and deploy responsive self-service customer support sites that look great on any device. 1. Specify whether you are a designer or a contributor 2. Switch between Design and Live Modes 3. Preview and Publish any changes you make4. View Site on desktop, tablet, and phone modes
  84. 84. What is Community Templates for Self-Service? (cont.) Desktop Design Tablet Design Mobile Optimized Design NOTE: This view reflects the end user perspective of the Knowledge Self-Service site. Data Category Navigation Data Categories Search Content Block
  85. 85. What is Community Templates for Self-Service? (cont.) Case Single Item View. Respects Layout. My Cases button takes user to a list of Cases When a user clicks on a link on the bottom of the screen, they are asked to authenticate before submitting a case NOTE: This view reflects the end user perspective of the Case Self-Service site.
  86. 86.  In addition to the Milestone Tracker being added to the Console, it can also be added to an Entitlement, making agents aware of how much time they have until their milestones are due. What are the Enhancements to Entitlements?
  87. 87.  With Summer ‘14, you can now search, view, and access Articles linked to a case in the Salesforce1 mobile app. What are the Enhancements to Salesforce Knowledge? Access Article via Left Navigation Access last view article and search Articles Display Article including Chatter, Publisher, Related List Access Articles attached to a particular case OFF-CYCLE RELEASE: Articles on S1 will be released outside of the regular release schedule. See the release blog for specific dates.
  88. 88.  As users search for an article keyword or title, they will now see auto-complete suggestions that match their search. – Setup | Customize | Knowledge | Settings What are the Enhancements to Salesforce Knowledge? (cont.) Auto-Complete is available for internal users and customer/partner users Auto-complete with 3 most successful search done on the system. Note that suggestion are based on search channel (internal, customer, partner or public) Displays the first 3 articles where keyword matches the article title.
  89. 89.  With the new sample code button, knowledge base authors can add code samples in the rich text editor without worrying about formatting.  Summer ‘14 brings the announcement of Apache Solr, which now powers the next generation of search (Pilot) infrastructure in Salesforce Knowledge, bringing you faster, smarter, and more relevant results. What are the Enhancements to Salesforce Knowledge? (cont.) New Button available to add code sample. Code Sample automatically get a specific way to be renderer
  90. 90.  When your knowledge base administrators search for a synonym within synonym groups, search results now show the number of groups containing that synonym. What are the Enhancements to Salesforce Knowledge? (cont.)
  91. 91.  With Custom Routing (Pilot), Live Agent integrates with third-party routing systems, such as telephony systems.  Live Agent customers now have the ability to upload and transfer files to agents during a chat so they can easily share important information without leaving their chat window. What are the Enhancements to Live Agent? What customers will see Click on file transfer and pick record to attach to Case Attachment
  92. 92.  New in Summer ‘14, an agent can include multiple agents in a single chat (pilot). What are the Enhancements to Live Agent? (cont.) In Agent Configuration, enable Chat Conference Settings Click to initiate a chat conference
  93. 93.  Agents can now transfer chats to chat button queues, rather than to specific agents, which increases the chance of connecting a customer with an agent who can answer the customer’s question. What are the Enhancements to Live Agent? (cont.) Transfer to a queue Number of engaged chats
  94. 94.  The Live Agent articles tool has been replaced with the improved Knowledge One widget to give your agents better access to articles they can share with their chat customers. What are the Enhancements to Live Agent? (cont.) When agents click share, article will show up on a chat dialogue Agent can click to share or share link if the article is long NOTE: If you have an existing organization that uses the Live Agent articles tool to share knowledge-base articles, your agents will still see the same view in the Salesforce console. To replace the articles tool, simply enable Knowledge One.
  95. 95.  Add related lists to the sidebars of a Salesforce console to display relevant information next to specific pages. What are the Enhancements to Salesforce Console for Service?
  96. 96.  Let agents categorize records with the topics list and track their performance against milestones with the milestone tracker while working with cases in the Salesforce console.  The existing lookup component has been re-skinned to match the new related list component. What are the Enhancements to Salesforce Console for Service? (cont.) New Add Call Data button allows users to attach call data from any active call to any interaction log. New Clear Log allows users to clear the Interaction Log in one click!
  97. 97. What are the Enhancements to Service Communities?  With Chatter Questions (beta), users can quickly view similar questions and articles as they enter their question, without switching context.  Chatter questions helps reduce duplicate content in your community by showing similar questions before your users ask their question.  Choose to show relevant knowledge articles as users type their questions in Chatter. – Users can select the best answer to a question, which then shows to future people asking a similar question.
  98. 98. Social Customer Service allows you to respond to your customers via social networks and capture important case information.  With Moderation, agents can manually triage Social posts instead of automatically creating or updating a case for each new post.  Quick text lets you create ready-to-send responses that Social Customer Service agents can post to social networks.  With Social Actions and Content, agents can see content and take action on social posts directly from the case feed. What are the Enhancements to Social Customer Service? Agents can see in a default filter which Social Posts are not yet related to a Case Agents can create a case for Social Posts through a one-click button action Agents can ignore Social Posts if they should not be cases
  99. 99. What are the Enhancements to Social Customer Service? (cont.)  Allow agents to predict when they can shift conversations to private message format.  Agents can respond from wherever they are using Salesforce1. Agents can clearly see which social handles they can DM from View previous social post associated with case Select Social Account to respond from Select message type Enter response content
  100. 100. Service Cloud Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Variable Width Case Feed GA P EE, PxE, UE, DE Service Cloud Auto-Collapse Publisher GA P EE, PxE, UE, DE Service Cloud Quick Text GA P EE, PxE, UE, DE Service Cloud Service Cloud Console Multi- Component Support GA P EE, PxE, UE, DE Service Cloud Support In-line images for Inbound Email GA P EE, PxE, UE, DE Service Cloud Email Publisher in S1 GA P EE, PxE, UE, DE Service Cloud Attachment Component on Case Feed GA P EE, PxE, UE, DE Service Cloud Case Experts Pilot P EE, PxE, UE, DE Service Cloud
  101. 101. Service Cloud Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Community Templates for Self- Service Beta P EE, PxE, UE, DE Service Cloud Articles in Salesforce1 GA P PxE, UE, DE Knowledge Auto-complete Keyword Search GA P PxE, UE, DE Knowledge Auto-Complete Title Search GA P PxE, UE, DE Knowledge Add Code Sample GA P PxE, UE, DE Knowledge Next-Gen Knowledge Search Pilot P PxE, UE, DE Knowledge Custom Routing Pilot P EE, UE, DE Service Cloud
  102. 102. Service Cloud Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License File Transfer GA P EE, UE, DE Service Cloud Chat Conference Pilot P EE, UE, DE Service Cloud Transfer to a Queue GA P EE, UE, DE Service Cloud Transfer Number of Chats GA P EE, UE, DE Service Cloud Knowledge One Component GA P EE, UE, DE Service Cloud Related List Component GA P EE, PxE, UE, EE Service Cloud Topics List and Milestone Tracker GA P EE, PxE, UE, EE Service Cloud New Skin for Lookup Component GA P EE, PxE, UE, EE Service Cloud
  103. 103. Service Cloud Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Chatter Questions Beta P Personal, Group, PE, EE, PxE, UE, DE n/a Social Customer Service Enhancements Beta P EE, PxE, UE Service Cloud For a full list of Service Cloud features and enhancements, please see the release notes.
  104. 104. Analytics Enhancements
  105. 105. Summer ’14 brings new ways to interact with reports and dashboards on mobile devices. With Drill to Report, simply tap a dashboard component to go to the report that contains the data the component is displaying. What are the Enhancements to Analytics? Tap on chart to view report Underlying report can be viewed Tap on column header to sort data Swipe right to view more columns CUSTOMER IDEA: Drill to Report was submitted by a customer via the Idea Exchange.
  106. 106. Summer ’14 introduces the Dashboard API, allowing you to retrieve and refresh dashboards using the REST based Analytics API. Dashboards can be:  Embedded anywhere, like high definition TVs, or in a Public portal.  Refreshed as often as every minute.  Combined with a chart engine of your choice to create customized, branded dashboards. What are the Enhancements to Analytics? (cont.) CUSTOMER IDEA: Dashboard API was submitted by a customer via the Idea Exchange.
  107. 107. What are the Enhancements to Analytics? (cont.)  Pin report folders as favorites so you can quickly access the data you need.  Via Setup | Data Management use Mass delete reports to mass delete public reports that you no longer need. Click the drop down menu to pin your favorite folders to the top of the folder tree Filtering criteria to find reports Select the reports you want to remove and click Delete to remove them CUSTOMER IDEA: Pin Folders and Mass Delete Public Reports were submitted by a customer via the Idea Exchange.
  108. 108. Enable historical tracking on Forecasts to track how your forecasts change over time. What are the Enhancements to Analytics? (cont.) Enable Trending on forecast object Find Forecast Item Object from the list of all the Objects available for tracking
  109. 109. What are the Enhancements to Analytics? (cont.) Matrix report showing Snapshot dates and forecast changes Select Historical Fields in the Report Builder
  110. 110. With Summer ’14, you can now track lookup fields, rather than just fields that belong to the current object. What are the Enhancements to Analytics? (cont.) Here you see a lookup to the Opportunity object Admin can select this lookup field on Opportunity to be trended The report shows the change in lookup value between two data points
  111. 111.  With Personal Analytic Notifications (pilot), you can subscribe to reports and receive notifications when certain conditions are met.  Use Open Charts (pilot) to plug in your own visualization libraries that are used to display charts throughout the Salesforce interface. What are the Enhancements to Analytics? (cont.) Contact your salesforce.com representative to be considered for these pilot features.
  112. 112. Analytics Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Drill to Report GA P EE, PxE, UE, DE, Database.com n/a Dashboard API GA P EE, PxE, UE, DE, Database.com n/a Pin Report Folders GA P GE, PE, EE, PxE, UE, DE, Database.com n/a Mass Delete Reports GA P GE, PE, EE, PxE, UE, DE, Database.com n/a Historical Tracking on Forecasts GA P EE, PxE, UE, DE, n/a Track Lookup Fields GA P EE, PxE, UE, DE, n/a
  113. 113. Analytics Enhancements Summary (cont.) Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Personal Analytic Notifications Pilot P EE, PxE, UE, DE, Database.com n/a Open Charts Pilot P EE, PxE, UE, DE, Database.com n/a For a full list of Analytics features and enhancements, please see the release notes.
  114. 114. Data.com Enhancements
  115. 115.  Users can now search by DUNS number on DatacloudCompany and DatacloudDandBCompany objects. What are the Enhancements to Data.com? DUNS search available for BOTH DatacloudCompany & DatacloudDandBCompany objects
  116. 116.  Find all company records under one Global Ultimate DUNS number. What are the Enhancements to Data.com? (cont.) Requires Data.com premium licenses
  117. 117. Data.com Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature Is available But requires Some setup. Contact salesforce.com to enable this feature. Data.com Product DUNS Number Search GA P Corporate Prospector, Premium Prospector, Premium Clean Global Ultimate DUNS Number Search GA P Premium Prospector, Premium Clean REFERENCE: For a full list of Data.com features and enhancements, please see the release notes.
  118. 118. Work.com Enhancements
  119. 119.  Work.com Skills  Work.com Coaching  Work.com Goals  Work.com Recognition What are the Enhancements to Work.com?
  120. 120. Generally available in Summer ‘14, skills allow users to share information about their professional expertise. Users can discover, collaborate with, and endorse others based on their knowledge. What is Work.com Skills? Skills are shown as a list of bubbles. Each skill bubble contains the name of the skill and an endorsement count (unless endorsements are disabled for the viewing user). Once enabled by your Administrator, the Skills section will appear on the Overview tab of user profile pages. NOTE: Skills requires a Work.com license. Organizations that previously enrolled in the pilot will have access to their Skills data after they obtain a Work.com license.
  121. 121. View someone’s skills and endorsements on the go through the Salesforce1 Android and Web application. What is Work.com Skills? (cont.) When viewing a user’s profile in Salesforce1, there is now a related list card for “User Skills”. Tapping into the User Skills card shows the full list of that user’s declared skills. You can further tap into each skill card to see more details about the user’s association with the skill.
  122. 122. What is Work.com Skills? (cont.)  Admins can configure the way skills appear on profile pages and feed posts.  When viewing your own profile, the Skills widget will suggest potential skills to add. Admins can select the fields that are exposed by editing the layout. Suggestions are sourced from the Chatter Topics system. If the user is considered “Knowledgeable” on specific topics, those topics are suggested as potential skills.
  123. 123. What is Work.com Skills? (cont.) Easily edit, add, or delete skills on your profile. Clicking the pencil icon initiates edit mode on my skills. (Unless the user does not have edit access). Existing or unsaved new skills can be removed by clicking on the “X” After typing a new skill into the box, hit enter or select the “Add new skill” text. The skill is added to the list below. As I type in a skill name, the system may provide autocomplete suggestions for existing skills. This prevents duplicate skills. Autocomplete matches any part of a skill name. If the skill being entered is unique in the org, there won’t be suggestions. When done editing, to finalize all skill changes (additions and deletions), click Save. To discard all changes, click Cancel. 1 2 3 4 5
  124. 124. What is Work.com Skills? (cont.)  When viewing someone’s profile, you can click to endorse him/her on a specific skill. – If the view doesn’t have access to give/see endorsements, then only the skill name is shown.  When viewing someone’s user record you’ll see a related list that shows that user’s declared skills. After you’ve personally endorsed someone on a skill, the thumb icon for that skill turns blue. You can’t endorse someone multiple times on the same skill. Each skill in the list shows an endorsement count. This number represents how many times others in the organization have endorsed the user on this particular skill. Clicking on an Endorsements link goes to the Skill User record. Clicking on a Skill link goes to the global Skill record in the org. Clicking on a Skill User Name link takes you to the Skill User record.
  125. 125. What is Work.com Skills? (cont.) Easily create reports and dashboards on skills data, such as most popular skills, most skilled people, and most endorsed people.
  126. 126. What is Work.com Coaching? Work.com Coaching enables real-time, ongoing coaching conversations. Initiate a coaching conversation from anywhere in Salesforce1 and on the Desktop
  127. 127. What is Work.com Coaching? (cont.) Administrators can customize Chatter actions to tailor the coaching conversation. Add partner or custom actions to customize the coaching feed with additional functionality. Continue private, ongoing coaching conversations Participants in the coaching space will automatically follow updates in the feed so that they never miss an update.
  128. 128. What is Work.com Coaching? (cont.) Coach against the metrics that matter. Coach against metrics Use filters to locate the right metrics
  129. 129. What is Work.com Goals? Work.com Goals makes it easy to define, track, and measure your work against both quantitative and qualitative metrics. Review progress in Salesforce1 and on your desktop
  130. 130. What is Work.com Goals? (cont.) Administrators can customize chatter actions to add additional functionality to goals.
  131. 131. What is Work.com Goals? (cont.) Assign metric weights to accurately track the completion of a goal. Use reduction metrics and metrics that don’t start at zero. Adjust metric weights Reduction metric from 5 pushed opportunities down to 2 Metric starting from 50 calls
  132. 132. What are the Enhancements to Work.com Recognition?  Work.com Recognition includes Thanks and Rewards. – Thanks (aka Badging) allows users to create real-type recognition on specific behaviors and achievements. – Rewards ties badging to tangible rewards such as gift cards, and can be redeemed through e-mail or a user’s profile. • New in Summer ‘14, rewards are now open, meaning customers can use rewards from nearly every digital gift code brand, and support international currencies. Tab visible to users with Create on RFT Admins can now add Reward brands (“RFTs”) beyond Amazon New reward brands for the org Supports international currencies
  133. 133. What are the Enhancements to Work.com Recognition? (cont.)  Badge limits enables badge creators to limit the number of times an individual badge can be given. This drives scarcity value of key high-desire badges, and can be used as a budgeting tool for Reward Badges. Number of badges available for user Individual badge limits per user or in total Badge creator enters number (limit)
  134. 134. What are the Enhancements to Work.com Recognition? (cont.)  Community Portal users can now have rewards in their community. Work.com users can build community-specific badges.  Rewards is now fully on the Salesforce1 platform, meaning you now have the ability to add custom fields and modify layouts for customization. NOTE: For Portal users to have rewards they must have a Work.com license.
  135. 135. Work.com Enhancements Summary REFERENCE: For a full list of Work.com features and enhancements, please see the Release Notes. Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Work.com Skills GA P *PE, EE, UE, PxE, DE Work.com Work.com Coaching GA P PE, EE, UE, PxE, DE Work.com Work.com Goals GA P PE, EE, UE, PxE, DE Work.com Open Rewards GA P PE, EE, PxE, UE, DE Work.com Badge Limits GA P PE, EE, PxE, UE, DE Work.com Communities Enhancements GA P PE, EE, PxE, UE, DE Work.com Rewards on Salesforce1 Platform GA P PE, EE, PxE, UE, DE Work.com * Without API access, has degraded functionality.
  136. 136. Site.com Enhancements
  137. 137. What are the Enhancements to Site.com?  Site designers and site administrators can now rename assets.  Contributors, designers, and site administrators can now edit plain text files, directly in Site.com studio.  To streamline the appearance of Site.com Studio, we’ve replaced the names of several panes with icons.  You can now make your rich-text area fields compatible with Internet Explorer 11.
  138. 138. Site.com Enhancements Summary REFERENCE: For a full list of Site.com features and enhancements, please see the Release Notes. Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Site.com Enhancements GA P EE, PxE, UE, *DE n/a *Available in DE with limitations.
  139. 139. Force.com Customization Enhancements
  140. 140.  Permission Enhancements  Publisher Actions Enhancements  Setup Enhancements  General Administration Enhancements  Business Logic and Process Automation Enhancements  Security Enhancements  Sharing Enhancements  Additional Force.com Customization Enhancements What are the Customization Enhancements to Force.com?
  141. 141.  When creating new apps on the Salesforce platform, it’s now possible to control which features users get at a granular level using custom permissions. What is Custom Permissions? DEFINITION: Custom permissions enables developers to easily create custom permissions on profiles and permission sets that Administrators can easily assign to users. Declaratively Assign Custom Permissions on Profiles and Permission Sets Declaratively define custom permissions in Setup CUSTOMER IDEA: Custom Permissions was submitted by a customer via the Idea Exchange.
  142. 142. The Manage Users permission is the ultimate power in the universe of permissions. To ensure this permission isn’t over-used, more specific permission have been created for Managing Users:  Eight new user permissions have been crated for managing versus assigning rights for users including profiles, permission sets, roles, sharing, as well as the fundamental user management permission.  The manage users permission still exists, but now fewer users will be assigned to this permission, allowing tighter control over who has access to adjust user permissions. What are the Enhancements to Permissions? New Section under System Permissions New user permissions that separate duties
  143. 143.  Publisher Actions show in the Salesforce1 mobile browser app even when Chatter is disabled. – Can be created and added to the Publisher Actions section in object page layouts. What are the Enhancements to Publisher Actions? NOTE: Publisher Actions with Chatter disabled will only show in the Salesforce1 mobile browser app. No Feed! No Chatter Actions!
  144. 144.  With advanced setup search (beta), capabilities are added to the search box in the Setup sidebar, improving searching for custom field definitions and custom object definitions by name. – Once advanced setup search is enabled, a tooltip will appear in your Setup search window. – With custom field search, an administrator or developer can find the custom field definitions he/she is searching for dramatically faster by searching for them by name. • For example, searching for “loc” returns all custom fields across all objects whose name includes “loc”, such as “Account Location”, “Asset Location,” and “Vehicle Location.” – With custom object search, you can find the custom object definition you need immediately by typing in at least two letters of its name. • For example, searching for “ex” returns “Exam,” “Expense,” “Expertise,” and so on. What are the Enhancements to Setup? Advanced Setup Search is enabled at Customize | User Interface
  145. 145. What are the Enhancements to Setup? (cont.) Filters 1.) Typing “exp” narrows down the Setup tree to the matching Setup pages … NOTE: Advanced Setup Search (Beta) is an opt-in feature. 2.) Pressing Enter in the sidebar searches for “exp” across all of the org’s custom field definitions, custom object definitions, public groups, permission sets, profiles, roles, and users.
  146. 146.  When setting the Login IP Ranges for a profile on your organization, you can now also enter a description for each range to help identify the purpose of the range setting.  The limit has been raised from three to seven for external IDs on custom fields.  Customize feed-based page layouts to meet your needs. – Expand the feed horizontally and automatically collapse the publisher when it’s not in use so users can see more information at a glance when they work with records.  Every custom object is now classified as a Light or Enterprise object, based on whether or not it uses a private sharing model, Bulk API, or Streaming API. – If you use a private sharing model, Bulk API, or Streaming API with the object, it’s considered an Enterprise object.  Significant changes were made to how HTML code is handled in home page components. – To see a full list of the enhancements, please see the release notes.  We’ve made some changes to the way actions work in Salesforce and Salesforce1: – Global Publisher Layouts and Global Actions have new locations in Setup. – Mobile smart actions no longer automatically display in Salesforce1. – We’ve added a create action for events to the default actions on the global publisher layout.  With Usage based entitlements, track how much your organization is using in a given entitlement. What are the General Administration Enhancements?
  147. 147.  Keep track of how many custom objects your users are assigned to by creating a custom report type with the user License and Custom Object usage by User License Metrics objects. What are the General Administration Enhancements? (cont.) Create a new Custom Report Type with “User Licenses” as the primary object. Sample Matrix Report built using the Custom Report Type showing custom object usage trending over 3 days.
  148. 148.  Workflow email alerts for the User object can reference fields from the user record that triggered the workflow rule. – When workflow email alerts approach or exceed certain limits, Salesforce sends a warning email to the default workflow user or – if the default workflow user isn’t set – to an active system administrator.  Flow triggers can pass pervious record values into Sobject variables (pilot) using the {!old} value.  You can now run reports on completed and in-progress approval processes and their steps. Previously reports were available only for pending approval requests. – It’s important you understand the limitations and special behaviors when you create or view approval history reports. To see all considerations, please see the release notes.  There are new methods available for triggering a flow: – The Apex start() method – A custom button or link – The flow URL – The Run button in the Cloud Flow Designer  Manipulate multiple salesforce fields for salesforce records with a single query, and manipulate that data with a single DML statement by using sObject variables, sObject collection variables, and loops in a flow.  When building a flow, you can now reference fields for records that are related to the values that are stored in an sObject variable. What are the Enhancements to Workflow?
  149. 149.  You now have two options for sending email from a flow: call an existing workflow email alert or configure the email within the flow. – With an Email Alert element, you only need to associate the email with a record. – With the Send Email element, you need to provide the subject, body, list of recipients, and sender for the email.  As an alternative to Record or Fast elements, flows can now use object-specific and global actions to create and update salesforce records.  Previously, flows could potentially consume more resources than are allowed by our governor limits, such as the number of DML statements or SOQL queries issued in a single transaction. What are the Enhancements to Workflow? (cont.)
  150. 150.  Previously, administrators could limit user password reuse by selecting an option of up to 15 passwords remembered in an organization’s history. Now administrators can select up to 24 passwords remembered.  Administrators could previously require minimum password lengths of up to 10 characters but can now require a 12 character minimum length.  Admins can require uppercase and lowercase letters (before it was just alpha characters, regardless of case).  Previously administrators could require a maximum lifetime for a password, such as 90 days. Now administrators can also require that password lifetimes be a minimum of one day.  Prevent unwanted access to your organization using the Force logout on session timeout session setting, where the page gets automatically redirected to the login page once a session times out, so whatever was on the screen is no longer visible.  Developer Edition organizations now get 10 Identity Connect permission set licenses for testing and development. What are the Enhancements to Security?
  151. 151.  The Salesforce login page includes a link, Log in to a custom domain, so users of organizations that implemented My Domain or Communities can easily get to their organization.  The multiple username login hints feature lets the salesforce.com login page remember usernames for past login, across multiple organizations or custom domains. This feature is now supported in Internet Explorer 8 and later.  You can use Microsoft Access Control Service as an authentication provider using OAuth. Authorization is typically done by a Microsoft Office 365 service like Sharepoint® Online. What are the Enhancements to Security? (cont.) REFERENCE: For a list of all the Summer ‘14 Security features, please see the release notes. User can click on Log in to a custom domain User can overwrite the auto completed My domain URL with their community URL User start typing and the page displays suggestions for completing the My Domain URL.
  152. 152.  User Sharing controls the visibility of internal users and external users within your organization, communities, and portals. Starting in Summer ‘14, user sharing is on by default in all orgs.  Enable or disable the sharing button for all users via the Sharing Settings page. What are the Enhancements to Sharing? User Sharing enabled for all Separate OWD enabled for all Control whether users can manually share their own user record
  153. 153.  External Organization-Wide Defaults enable you to set a different default access level for external users. In Summer ‘14, External Organization-Wide defaults are auto-enabled for all organizations.  When you create, update, or delete sharing rules, the resulting recalculation is now processed asynchronously and in parallel. The recalculation is run in parallel and asynchronously in the background, which speeds up the process and provides better resilience to site operations such as patches and server restarts. – Progress of the recalculation can also be monitored on the Background Jobs page. What are the Enhancements to Sharing? (cont.) REFERENCE: For a full list of Summer ‘14 sharing enhancements, please see the release notes.
  154. 154.  Use the Salesforce Metadata API to define a retention policy for your field history (Pilot). – Field History Retention policies define how long field history should be stored in production and archive data stores. With an aggressive retention policy, Salesforce will allow significantly higher field tracking per object, significantly increasing the data audit capability available on the platform  This release includes updates that improve the performance, logic, and usability of Salesforce but may affect your existing customizations. For a full list of critical improvements, see the release notes. What are the Additional Force.com Customization Enhancements?
  155. 155. Force.com Customization Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Custom Permissions DP P DE n/a More Specific Permissions for Managing users GA P PxE, UE, DE, Database.com n/a Publisher Actions for Chatter Off Organizations GA P CM, GE, PE, EE, PxE, UE, DE n/a Advanced Setup Search Beta P PE, PxE, UE, DE n/a Login IP Range Description GA P EE, PxE, UE, DE, Database.com n/a Increase in External ID Limits GA P EE, PxE, UE, DE, Database.com n/a Customize Feed-Based Page Layouts GA P EE, PxE, UE, DE, Database.com n/a Custom Object Classification GA P EE, PxE, UE, DE, Database.com n/a Custom Object Tracking GA P EE, PxE, UE, DE, Database.com n/a New location in Setup for Publisher Actions GA P CM, GE, PE, EE, PxE, UE, DE n/a
  156. 156. Force.com Customization Enhancements Summary (cont.) Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Changes to Mobile Smart Actions Behavior GA P CM, GE, PE, EE, PxE, UE, DE n/a Usage Based Entitlements GA P EE, PxE, UE n/a Visual Workflow Enhancements GA P PE, EE, PxE, UE, DE n/a Flow Triggers Can Pass Previous Record Values into Sobject Variables Pilot P PE, EE, PxE, UE, DE n/a Run Reports on Completed and In Progress Approvals GA P PE, EE, PxE, UE, DE n/a Custom Domain for Communities GA P CM, GE, PE, EE, PxE, UE, DE , Database.com n/a Login Hints in IE8 or Later GA P CM, GE, PE, EE, PxE, UE, DE , Database.com n/a User Sharing on by Default GA P PxE, UE, DE, Database.com n/a Control Manual Sharing on User Records GA P PE, EE, PxE, UE, DE n/a
  157. 157. Force.com Customization Enhancements Summary cont. Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License External Org Wide Defaults Auto Enabled GA P PE, EE, PxE, UE, DE n/a Asynchronous parallel recalculation of sharing rules GA P PE, EE, PxE, UE, DE n/a Retain Field History Data Pilot P CM, GE, PE, EE, PxE, UE, DE, n/a REFERENCE: For a full list of Force.com features and enhancements, please see the release notes.
  158. 158. Force.com Development Enhancements
  159. 159.  Sandbox Enhancements  Change Sets Enhancements  Force.com Canvas Enhancements  Developer Console Enhancements  Visualforce Enhancements  Additional Force.com Development Enhancements What are the Force.com Development Enhancements?
  160. 160.  In Summer ‘14, Sandbox copy and refresh now support connected apps installed using a package installation, such as connected apps installed from the AppExchange.  You can match provisioned licenses in production to your sandbox organization without having to refresh your sandbox. What are the Enhancements to Sandbox?
  161. 161.  Administrators and Developers now have new ways to use change sets and external tools for deployments. The following Entitlement type sets are now included in change sets: – Entitlement Process – Entitlement Template – Milestone  Account access permissions are now included in territories and deployed as part of territories in change sets.  With Summer ‘14, you can now monitor the status of all deployments in one place. Change sets, the Metadata API, and tools-based deployments all show on the Deployment Status page.  The Force.com Migration Tool now accepts the rollbackOnError parameter in build.xml for deployment targets and no longer ignores this value. What are the Enhancements to Change Sets?
  162. 162.  Now you can directly embed Canvas Apps on your Page Layouts and in S1 Mobile Cards without having to use a Visualforce wrapper. What are the Enhancements to Force.com Canvas? Embed your Canvas App directly in a Page Layout without using a Visualforce Container Canvas Apps can be displayed in Record Detail and in Mobile Cards in S1
  163. 163.  The orientation event enables you to handle changes in orientation when your canvas app appears on a mobile device.  Set your own Canvas App icon for your apps in S1 Mobile Navigation menu. What are the Enhancements to Force.com Canvas? (cont.) Canvas apps can use their own logo, or the default Puzzle Piece logo Rotating your device sends an event letting the canvas app know which orientation you are at (0, -90, or 90 degrees)
  164. 164.  Now you can dynamically generate Canvas App parameters and modify the signed request through the use of an Apex class associated to the Canvas App What are the Enhancements to Force.com Canvas? (cont.) Using an Apex Lifecycle Handler, you can override the default behavior of the signed request and context You can use custom logic to override the default Canvas URL
  165. 165.  Now you can include record details in the signed request that are automatically generated based on the record the Canvas App is embedded on. The <apex:canvasApp> component has a new attribute called entityFields. This attribute lets you specify object fields to be returned in the signed request Record object. What are the Enhancements to Force.com Canvas? (cont.) You can set the record fields in the Apex Lifecycle handler and/or the Visualforce component The fields requested will be returned in the “record” object in the signed request and context
  166. 166.  The Canvas SDK provides methods to resend and refresh the signed request, allowing you to use your existing single sign on solution (including SAML) to provide your users with a seamless authentication flow. What are the Enhancements to Force.com Canvas? (cont.) This also allows you to display VF pages between different orgs With SAML Support, you can now log into your 3rd party app and then refresh the Signed request through the Canvas SDK
  167. 167.  The new Edit menu in the Developer Console allows you to quickly access search and edit functionality.  Search for files by name using the new Open Resource dialog in the Developer Console.  Use the Query Plan tool to optimize and speed up queries done over large volumes.  The Change Log Levels dialog in the Developer Console now includes a color-coded Expiration field that displays the current logging status. What are the Enhancements to Developer Console?
  168. 168.  Visualforce Remote Objects has been improved with new features, including remote method overrides, an upsert() operation, the orderby query condition for specifying sort order, and new query operators for where conditions. Also, Remote Objects now supports geolocation fields, which removes a limitation of the prior release.  The topics widget lets users see, add, and remove topics on a record so it’s easy to tag and categorize records. Use the renderStyle attribute to specify whether the widget appears with a basic or an advanced user interface.  The markerFill and fillColor attributes of the <apex:lineSeries> charting component weren’t defaulting to match the component’s strokeColor as documented. This behavior has been corrected for pages that are set to API versions 31.0 and later.  The way that Visualforce adds Salesforce CSS and JavaScript resources to generated pages has been optimized. The result is pages that are faster to download and more efficient to render in the browser than in prior releases.  Visualforce session management has been improved to more correctly handle transitions between different salesforce.com servers. The critical update is transparent in normal use but fixes problems with certain edge cases. What are the Enhancements to Visualforce?
  169. 169.  Limits for all Apex describe calls have been removed for all API versions. Describe calls include describes for sObjects, fields, field sets, child relationships, picklists, and record types.  The Limits methods for script statements have been removed but are available and deprecated in API version 30.0 and earlier. Because the script statement limit is no longer enforced in any API version since Winter ’14, the associated Limits methods are no longer needed.  You can access the Standard Price Book in your apex tests when SeeAllData=FALSE and create your own test data rather than relying on pre-existing test data.  You can submit more batch jobs simultaneously and actively manage the order of the queued jobs (Pilot)  There are a number of changed methods, classes, and interfaces in the Summer ’14 release. For a full list of these changes, please see the release notes.  There are a number of new and changed objects, as well as new and changed calls, methods and attributes related to API 31.0. For a full list of API changes, please see the release notes. What are the Additional Force.com Development Enhancements?
  170. 170. Force.com Development Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Packaged Connected Apps Copied to Sandboxes GA P EE, PxE, UE, DE n/a Match Production Licenses to Sandbox w/o Refresh GA P EE, PxE, UE, DE n/a Change Sets Enhancements GA P EE, PxE, UE, DE n/a Layouts and Mobile Cards Location GA P EE, UE, PxE, DE n/a S1 Orientation Event GA P GE, PE, EE, UE, PxE, DE n/a Mobile Navigation Canvas Icons GA P GE, PE, EE, UE, PxE, DE n/a Apex Lifecycle Handler GA P* EE, UE, PxE, DE n/a Canvas URL Override GA P* EE, UE, PxE, DE n/a Record Attachment GA P* EE, UE, PxE, DE n/a SAML Support GA P EE, UE, PxE, DE n/a *Available through GE and PE through packaging
  171. 171. Force.com Development Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License SAML Support GA P EE, UE, PxE, DE n/a Developer Console Enhancements GA P EE, UE, PxE, DE n/a renderStyle Attribute GA P EE, UE, PxE, DE n/a markerFill and fillColor Attributes GA P EE, UE, PxE, DE n/a CSS and Javascript Resources GA P EE, UE, PxE, DE n/a Enhanced Session Management GA P EE, UE, PxE, DE n/a Limits for all Apex describe calls have been removed for all API versions. GA P EE, UE, PxE, DE n/a Access Standard Price Book with SeeAllData=False GA P EE, UE, PxE, DE n/a Submit more batch jobs simultaneously GA EE, UE, PxE, DE n/a
  172. 172. ISV Enhancements
  173. 173. Historically, after selecting to install an app from AppExchange, customers have had to go through a long installation experience. New with Summer ‘14, a simplified installer makes app installation possible in just one step. What are the Enhancements to ISVForce? Release Notes One-step Install
  174. 174.  ISVs can specify the set of post-installation configuration steps that their customers should perform upon install or upgrade. What are the Enhancements to ISVForce? (cont.) Post install instructions NOTE: While uploading the package, the ISV has to specify the post install instructions. This can be a URL to their website or a VF page that is part of the package that is being uploaded.
  175. 175.  The new Partner Community at https://partners.salesforce.com is now the primary resource for all ISVs.  You can collect detailed Usage Metrics from each organization in which your managed package is installed, giving you valuable insights into the utilization and performance of your app across your entire customer base.  The Usage Metrics Visualization package, available from Salesforce Labs on the AppExchange, enables you to visualize trends in usage metrics data for your app. What are the Enhancements to ISVForce? (cont.) Ability to visualize metrics for one org or across all orgs Visualize Data for the Last 30, 7 or 2 days
  176. 176.  The License Management App now generates licenses and leads for package installation in sandbox organizations, in addition to production organizations.  Administrators can now use the API to assign or revoke licenses for any managed package installed in their organization.  You can now create partner organizations directly from the Environment Hub, instead of having to visit the Partner Portal.  Mobile packaging is now available to all customers for free, solving the app distribution problem for customers building mobile apps on the Salesforce platform by providing an easy mechanism for distributing those apps to employees or partners. What are the Enhancements to ISVForce? (cont.)
  177. 177. ISVForce Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Simplified Installer GA P GE, PE, EE, PxE, UE, DE, Database.com n/a New Partner Community GA P GE, PE, EE, PxE, UE, DE, Database.com n/a Usage Metrics GA P PE, EE, PxE, UE, DE n/a Usage Metrics Visualization GA P PE, EE, PxE, UE, DE n/a License Management App Supports Sandbox Installation GA P PE, EE, PxE, UE, DE n/a Assign Package Licenses Using the API GA P PE, EE, PxE, UE, DE n/a Create Partner Organizations in Environment Hub GA P EE, PE, UE n/a Package Mobile Connected Apps GA P GE, PE, EE, PxE, UE, DE n/a REFERENCE: For a full list of ISV features and enhancements, please see the release notes.
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×