BrightGen's Spring 13 Salesforce Release Webinar
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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.

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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BrightGen's Spring 13 Salesforce Release Webinar BrightGen's Spring 13 Salesforce Release Webinar Presentation Transcript

  • 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
  • Agenda •  Salesforce Spring 13 Release –  Security Changes –  Chatter –  Shared Activities –  Salesforce for Outlook –  Salesforce Touch –  Analytics •  BrightGen Customer Portal Update •  Q&A
  • Spring 13 Release
  • Security
  • Login Links •  One Time Use •  Six month Expiry
  • Login Session Reuse •  Demo •  Fewer Login Challenges •  Always Lock Screens •  Remember to Logout
  • Email Deliverability •  Control Email from Sandboxes •  Options –  No Access –  System Email Only –  All Email
  • Chatter Enhancements
  • Chatter Tasks •  Tasks Appear in Record Feed •  New Tasks Only •  No Recurrences or Updates •  No Reparented Tasks
  • Chatter Task Generation •  Beta Feature •  Create Tasks Faster •  Directly From Record Feed •  Requires Setup
  • Other Chatter •  Post to any Public Group •  Like via Email •  More Items in Digest Email •  Group Search
  • Shared Activities
  • Overview •  Add Multiple Contacts to Activities •  Tasks GA Summer 12 •  Events GA Winter 13 •  Requires Setup
  • Changes •  Cross Platform Mobile Support •  Type Single Contact Name •  Primary Contact Chatter Feed Only •  Not Supported in Salesforce Touch
  • Salesforce for Outlook
  • Outlook Side Panel
  • Outlook Side Panel •  Search for other records •  View related records •  Single click add
  • Outlook Side Panel •  See where emails have been added •  View Contact/Lead Details •  Click to open in Salesforce
  • Notes •  Requires Setup •  Removes “Add Emails” Button •  Removes “Send and Add” Button •  Outlook 2.0 +, Internet Explorer 8 +
  • Outlook - Other •  Auto Sync Every 60 Minutes –  Increased from 10 –  Manual Sync On Demand •  Improved System Tray Security –  Uses Browser Login Session
  • Salesforce Touch
  • Touch - Overview •  iPad Only •  Native and HTML5 Apps •  Requires Setup •  Reduced Functionality
  • Touch - New •  Chatter Requirement Removed •  All Standard and Custom Apps •  Visualforce Tabs for HTML5 App •  Dashboards
  • Analytics
  • Joined Reports - Overview •  GA since Spring 12 release •  Multiple report types •  Solves the “Unrelated Sibling” problem •  Side by side comparisons
  • Joined Reports - New •  Add Report Types Faster •  Winter 13 – Types Pre-filtered •  Spring 13 – All Types Available •  No Common Field = Error
  • Touch Dashboards •  No Visualforce Components •  No Source Reports •  No Filters •  No Chatter
  • More Information http://www.salesforce.com/customer-resources/releases/ •  Release notes •  Feature videos •  Training
  • BrightGen Customer Portal
  • BrightGen Customer Portal •  BrightGen Service Customers Only •  Help Shape the New Customer Portal •  Vote/Comment on Existing Ideas •  Create Your Own Ideas
  • Q&A
  • 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