0
Winter 14
Salesforce Release Webinar
Clive	
  Pla),Service	
  Manager	
  
www.linkedin.com/in/clivepla)	
  
Keir	
  Bowden...
Agenda
•  Salesforce Winter 14 Release
–  Chatter
–  Console for Sales
–  Price Books
–  Knowledge
–  Ideas
–  Analytics
–...
Winter 14 Release
Chatter
Chatter - Groups
•  Publisher Actions
•  @mention groups
•  Archiving
Chatter - Topics
•  Feed Tracking + Follow
•  Permissions
•  Merging
Chatter - Other
•  Combined filter/sort
•  Increased post/
comment size
Chatter - Other
•  Tabbed profile interface
–  Separates feed from information
•  Thanks
Console for Sales
Console for Sales
•  Tabbed interface
•  Records and related items
•  Quickly log a call
•  Paid license
Price Books
Price Books
•  Lookup supported
–  Other records can lookup to price book
•  Search Layouts
Knowledge
Knowledge
•  Salesforce users can view articles
–  No license required!
•  New custom field types
Knowledge
•  Chatter feed on article from draft
•  Play videos in article
–  Requires configuration
–  Requires Visualforc...
Knowledge One
•  Replaces
articles tab
•  Requires
configuration
Ideas
Ideas
•  View user activities in
chatter profile
•  Requires
configuration
Ideas
•  Like a comment
•  Total likes
•  Unlike later
Analytics
Historical Trend Reporting
Analytics
•  Embed report charts in record view
•  Show/hide role hierarchy
•  Restrict list view creation
Setup, Security, Platform
Setup
•  Freeze user accounts
•  Advanced setup search
•  Workflow for user object
Sharing
•  User sharing is GA
•  Description field on sharing rules
Manager Groups
Sales	
  Director	
  
Sales	
  Manager	
  
Sales	
  Agent	
  
Manager Groups
•  Must be enabled by Salesforce
•  Requires configuration
•  Manager field on User record
Security
•  Two Factor Authentication
•  High assurance dashboards/apps
•  Branded login page
Platform
•  Sandboxes naming and storage
•  Change Sets
•  Edit Static Resources – JS, XML, CSS, txt
–  Developer console ...
More Information
•  http://bit.ly/12EBxCs
•  Release notes
•  Feature videos
•  Training
Q&A
Contact Us
•  www.brightgen.com
•  sales@brightgen.com
•  01376 520578
•  @brightgen
•  facebook.com/BrightGen
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BrightGen's Winter 14 Salesforce Release Webinar

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Slide deck from the Winter 13 Salesforce release webinar conducted by BrightGen.

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Transcript of "BrightGen's Winter 14 Salesforce Release Webinar"

  1. 1. Winter 14 Salesforce Release Webinar Clive  Pla),Service  Manager   www.linkedin.com/in/clivepla)   Keir  Bowden,  Chief  Technical  Officer   www.linkedin.com/in/keirbowden   @bob_buzzard  
  2. 2. Agenda •  Salesforce Winter 14 Release –  Chatter –  Console for Sales –  Price Books –  Knowledge –  Ideas –  Analytics –  Platform •  Q&A
  3. 3. Winter 14 Release
  4. 4. Chatter
  5. 5. Chatter - Groups •  Publisher Actions •  @mention groups •  Archiving
  6. 6. Chatter - Topics •  Feed Tracking + Follow •  Permissions •  Merging
  7. 7. Chatter - Other •  Combined filter/sort •  Increased post/ comment size
  8. 8. Chatter - Other •  Tabbed profile interface –  Separates feed from information •  Thanks
  9. 9. Console for Sales
  10. 10. Console for Sales •  Tabbed interface •  Records and related items •  Quickly log a call •  Paid license
  11. 11. Price Books
  12. 12. Price Books •  Lookup supported –  Other records can lookup to price book •  Search Layouts
  13. 13. Knowledge
  14. 14. Knowledge •  Salesforce users can view articles –  No license required! •  New custom field types
  15. 15. Knowledge •  Chatter feed on article from draft •  Play videos in article –  Requires configuration –  Requires Visualforce page
  16. 16. Knowledge One •  Replaces articles tab •  Requires configuration
  17. 17. Ideas
  18. 18. Ideas •  View user activities in chatter profile •  Requires configuration
  19. 19. Ideas •  Like a comment •  Total likes •  Unlike later
  20. 20. Analytics
  21. 21. Historical Trend Reporting
  22. 22. Analytics •  Embed report charts in record view •  Show/hide role hierarchy •  Restrict list view creation
  23. 23. Setup, Security, Platform
  24. 24. Setup •  Freeze user accounts •  Advanced setup search •  Workflow for user object
  25. 25. Sharing •  User sharing is GA •  Description field on sharing rules
  26. 26. Manager Groups Sales  Director   Sales  Manager   Sales  Agent  
  27. 27. Manager Groups •  Must be enabled by Salesforce •  Requires configuration •  Manager field on User record
  28. 28. Security •  Two Factor Authentication •  High assurance dashboards/apps •  Branded login page
  29. 29. Platform •  Sandboxes naming and storage •  Change Sets •  Edit Static Resources – JS, XML, CSS, txt –  Developer console only
  30. 30. More Information •  http://bit.ly/12EBxCs •  Release notes •  Feature videos •  Training
  31. 31. Q&A
  32. 32. Contact Us •  www.brightgen.com •  sales@brightgen.com •  01376 520578 •  @brightgen •  facebook.com/BrightGen
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