xLerate Deep Dive - Spring 09 Release

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Presentation given to the Ottawa Salesforce.com user group on the new features within the new Spring 2009 release.

Presentation given to the Ottawa Salesforce.com user group on the new features within the new Spring 2009 release.

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  • 1. DEEP DIVE – SPRING 09 RELEASE NEW FEATURES Nik Panter, xLerate
  • 2. SPRING 09 RELEASE – THE FROGMAN COMETH! E O Salesforce.com’s 28th generation, with 50 new features 19 out of 46 original advertised new features came from user ideas (41%!!!) 50 new features – now broken into blue and red!
  • 3. SPRING 09 RELEASE – FORCE.COM FEATURES E T Key Features – Spring 09 Release
  • 4. SPRING 09 RELEASE – SALESFORCECRM FEATURES M E Key Features – Spring 09 Release
  • 5. SPRING 09 RE What Is Standing Out ‐ Spring 09 Release  What We Are Going To Look At… SFDC Function Object(s) j () Level ELEASE – AREAS O INTEREST FOR DEEP DIVE Campaign Enhancements Campaign, Lead, Contact Easy Partner Portal Enhancements Partner Portal, Activities, Cases Easy Enhanced Page Editor Administration Easy Email to Case as a Service Cases Medium OF D E
  • 6. SPRING 09 RE Campaign Enhancements ‐ Spring 09 Release  Campaign Enhancements include: • Campaign Members Related List • New functionality with the Manage Members button ELEASE – CAMPAIGN ENHANCEMENTS • Manage Members page now utilized tabbed VisualForce page for easier, more intuitive traversing. G T
  • 7. SPRING 09 RE Campaign Enhancements ‐ Spring 09 Release  Tips and Things To Remember: • You must add the Campaign Members related list to the Campaign Page Layout. • Utilize search functions to easily find new campaign members based on profiling (no need for reports!) ELEASE – CAMPAIGN ENHANCEMENTS • Manage Members – get used to the two tabs. • Don’t don’t don’t forget to customize your Campaign Member Statuses! G T
  • 8. SPRING 09 RE Partner Portal Enhancements ‐ Spring 09 Release  Partner Portal Enhancements include: • Cases for Partners. • Email for Partners. ELEASE – SALESFORCE PARTNER ENHANCEMENTS T H
  • 9. SPRING 09 RE Partner Portal Enhancements ‐ Spring 09 Release  Tips and Things To Remember: • Cases for Partners required a Gold Partner license. ELEASE – SALESFORCE PARTNER ENHANCEMENTS • Cases can be used to new cases, case completion, assignment, escalation, reassignment and closure. • Partners can not add assets to a case, or edit case comments. • Remember to set permissions on the case and solution objects! Remember to set permissions on the case and solution objects! • Enabling email simply requires the profile right to Send Email T H
  • 10. SPRING 09 RE Enhanced Page Editor ‐ Spring 09 Release  Enhanced Page Editor: • New WYSIWYG Editor for page layout creation/editing. • All on one page editing, with new features available from former layout editor. ELEASE – ENHANCED PAGE EDITOR C E
  • 11. SPRING 09 RELEASE – ENHANCED PAGE EDITOR E C E Enhanced Page Editor ‐ Spring 09 Release 
  • 12. SPRING 09 RE Enhanced Page Editor ‐ Spring 09 Release  Tips and Things To Remember: • The Enhanced Page Editor has issues with Chrome.  Works with IE, Firefox and Safari (including 4) • The enhanced page editor can be turned on/off – Customize/User Interface. ELEASE – ENHANCED PAGE EDITOR • When you choose a category/field, it highlights them on the page layout. • You can choose other page layouts (if multiple are available) through the drop down at the top left. C E
  • 13. SPRING 09 RE Email To Case As A Service‐ Spring 09 Release  Email to Case as a Service: • Availability to receive emails and automatically create a case from the information. • No need for on premise initialization files, long setup processes. ELEASE – EMAIL TO CASE AS A SERVICE • All the “hard” configuration handled by Salesforce! O A V
  • 14. SPRING 09 RE Email To Case As A Service‐ Spring 09 Release  To enable: 1. Figure out what email you will utilize (support@, help@, thisbites@ company.com ELEASE – EMAIL TO CASE A A SERV 2. Enable Email to Case under On‐Demand Service section. 3. Create the routing address for the email to case (Customize, Cases, Email to Case) 4. Test! Tips and Things To Remember: • You can enhance Email to Case with Case Queues, Automatic Response, and Escalation rules. • Before setting up, ensure you have a Default Case Owner and Automated Case Owner set. O • Email to Case taps out at 2500 per day. • The email that is sent stores the following information: • Email is used to determine contact (uses first To, then CC, then BCC) AS • Subject line is used to populate Subject field. • Email body is used to populate Description field. • Case Origin and Priority Fields are set via the Routing Address. • You can create multiple email addresses (good to handle SLA customers internal vs external) You can create multiple email addresses (good to handle SLA customers, internal vs. external). VICE • If you aren’t using Cases/Solutions, this is a great time to do so!
  • 15. SPRING 09 RELEASE – PLACES FOR INFO Further Places For Information – Spring 09 Release E F Remember Successforce?  It’s now salesforce.com community. Great source of information, and much better at laying out so you can find it!!! Great source of information and much better at laying out so you can find it!!! ORMATION Easy site to remember – http://www.salesforce.com/community Detailed release notes.   Detailed release notes. N Great resource, and explains each new feature in detail. Available at: https://na1.salesforce.com/help/doc/en/salesforce_spring09_release_notes.pdf p p _p g _ _ p
  • 16. Further questions: Irene Brodt Nik Panter Email: irene@xlerate.ca Email: nik@xlerate.ca Phone: 613.680.1489 Phone: 613.424.9535 Twitter: irenebrodt Twitter: gizmo_nik Are You Ready to Accelerate Your Salesforce?