BrightGen's Spring 13 Salesforce Release Webinar

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Slide deck for BrightGen's webinar on the Spring 13 release of Salesforce, covering the features of particular interest to our customers.

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  • Thank you for the great review. Hope all these new features will help sales reps As for me, I save tons of time using 3rd party app that integrates SF and Outlook. ContactMonkey (goo.gl/wMaAph) is a great solution at a great price. It works as advertised, provides email analytics and allows me to easily update contacts and leads right from the sidebar, custom fields included!
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BrightGen's Spring 13 Salesforce Release Webinar

  1. 1. Salesforce Spring 13 Release Keir Bowden, Chief Technical Officer http://uk.linkedin.com/pub/keir-bowden/1/55/982 @bob_buzzard Clive Platt, Service Manager http://www.linkedin.com/in/cliveplatt Steve Warner, Sales & Marketing Director http://www.linkedin.com/in/stevew @stvwrnr
  2. 2. Agenda •  Salesforce Spring 13 Release –  Security Changes –  Chatter –  Shared Activities –  Salesforce for Outlook –  Salesforce Touch –  Analytics •  BrightGen Customer Portal Update •  Q&A
  3. 3. Spring 13 Release
  4. 4. Security
  5. 5. Login Links •  One Time Use •  Six month Expiry
  6. 6. Login Session Reuse •  Demo •  Fewer Login Challenges •  Always Lock Screens •  Remember to Logout
  7. 7. Email Deliverability •  Control Email from Sandboxes •  Options –  No Access –  System Email Only –  All Email
  8. 8. Chatter Enhancements
  9. 9. Chatter Tasks •  Tasks Appear in Record Feed •  New Tasks Only •  No Recurrences or Updates •  No Reparented Tasks
  10. 10. Chatter Task Generation •  Beta Feature •  Create Tasks Faster •  Directly From Record Feed •  Requires Setup
  11. 11. Other Chatter •  Post to any Public Group •  Like via Email •  More Items in Digest Email •  Group Search
  12. 12. Shared Activities
  13. 13. Overview •  Add Multiple Contacts to Activities •  Tasks GA Summer 12 •  Events GA Winter 13 •  Requires Setup
  14. 14. Changes •  Cross Platform Mobile Support •  Type Single Contact Name •  Primary Contact Chatter Feed Only •  Not Supported in Salesforce Touch
  15. 15. Salesforce for Outlook
  16. 16. Outlook Side Panel
  17. 17. Outlook Side Panel •  Search for other records •  View related records •  Single click add
  18. 18. Outlook Side Panel •  See where emails have been added •  View Contact/Lead Details •  Click to open in Salesforce
  19. 19. Notes •  Requires Setup •  Removes “Add Emails” Button •  Removes “Send and Add” Button •  Outlook 2.0 +, Internet Explorer 8 +
  20. 20. Outlook - Other •  Auto Sync Every 60 Minutes –  Increased from 10 –  Manual Sync On Demand •  Improved System Tray Security –  Uses Browser Login Session
  21. 21. Salesforce Touch
  22. 22. Touch - Overview •  iPad Only •  Native and HTML5 Apps •  Requires Setup •  Reduced Functionality
  23. 23. Touch - New •  Chatter Requirement Removed •  All Standard and Custom Apps •  Visualforce Tabs for HTML5 App •  Dashboards
  24. 24. Analytics
  25. 25. Joined Reports - Overview •  GA since Spring 12 release •  Multiple report types •  Solves the “Unrelated Sibling” problem •  Side by side comparisons
  26. 26. Joined Reports - New •  Add Report Types Faster •  Winter 13 – Types Pre-filtered •  Spring 13 – All Types Available •  No Common Field = Error
  27. 27. Touch Dashboards •  No Visualforce Components •  No Source Reports •  No Filters •  No Chatter
  28. 28. More Information http://www.salesforce.com/customer-resources/releases/ •  Release notes •  Feature videos •  Training
  29. 29. BrightGen Customer Portal
  30. 30. BrightGen Customer Portal •  BrightGen Service Customers Only •  Help Shape the New Customer Portal •  Vote/Comment on Existing Ideas •  Create Your Own Ideas
  31. 31. Q&A
  32. 32. Feedback/Follow Up •  http://www.facebook.com/BrightGen •  http://twitter.com/BrightGen •  Email: info@brightgen.com •  http://www.brightgen.com/contact •  http://www.youtube.com/user/BrightGenLtd

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