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ISV Roadmap Webinar (May 3, 2013)
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ISV Roadmap Webinar (May 3, 2013)


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ISV Roadmap Webinar (May 3, 2013)

ISV Roadmap Webinar (May 3, 2013)

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  • is a publicly traded software company listed on the NYSE under the ticker symbol of CRM.  This is our safe harbor statement which if you cannot read, you can find on our website.
  • Follow our @partnerforce Twitter profile for webinar announcements, webinar replays, release updates, Dreamforce alerts, program changes, partner news, new resources.
  • Create actions have their own customizable layouts that are different from the New button and Quick Create on object tabs and the Create New action on the home page. These layouts honor field-level security, schema-level field requiredness and validation rules. You can also set predefined values for fields – even if the field isn’t on the layout.
  • Custom actions allow you to specify a Visualforce page for an action.
  • You can add your own users (Portal Administrator)
  • Transcript

    • 1. @partnerforceISV Roadmap WebinarChatter Publishing Actions & Summer ‘13
    • 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 suchuncertainties materialize or if any of the assumptions proves incorrect, the results of, inc. could differmaterially from the results expressed or implied by the forward-looking statements we make. All statements other thanstatements of historical fact could be deemed forward-looking, including any projections of product or service availability,subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans ofmanagement for future operations, statements of belief, any statements concerning new, planned, or upgraded services ortechnology 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 developing anddelivering new functionality for our service, new products and services, 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 oursecurity measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions,the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, andmotivate our employees and manage our growth, new releases of our service and successful customer deployment, ourlimited history reselling products, and utilization and selling to larger enterprise customers. Furtherinformation on potential factors that could affect the financial results of, inc. is included in our annual reporton Form 10-K for the most recent fiscal year ended January 31, 2011 and in our quarterly report on Form 10-Q for the mostrecent fiscal quarter ended July 31, 2011. These documents and others containing important disclosures are available on theSEC Filings section of the Investor Information section of our Web site.Any unreleased services or features referenced in this or other presentations, press releases or public statements are notcurrently available and may not be delivered on time or at all. Customers who purchase our services should make thepurchase decisions based upon features that are currently available., inc. assumes no obligation and does notintend to update these forward-looking statements.Safe Harbor and NDA **also review your Partner Non-Disclosure Agreement (NDA)
    • 3. Agenda• Program Announcements (John Richter)• Topic: Summer ‘13 (John Richter)• Topic: Chatter Publishing Actions (Shannon Hale)• Resources• Questions & Answers
    • 4. John RichterSr. ManagerISV Success (Enablement)AppExchange Partner ProgramAnnouncements
    • 5. • Access to & insight from our PM’s & Program Staff• Transparency with our product roadmap• Program announcements & Alerts!• Around once per monthISV Roadmap Webinar SeriesHear directly from our Product Managers and Program Managers session is on June 7 at 9am PacificTopic: Summer ‘13 & Beyond
    • 6. May 1 – Business App Bootcamp (London)May 2 – Customer Company Tour (London)May 3 – ISV Roadmap: Chatter Publishing ActionsMay 7 – APP Academy: Getting Started (Virtual Classroom)May 8 – Summer ‘13 Developer Preview WebinarJune 4 – APP Academy: Getting Started (Virtual Classroom)June 5 – Sponsor Success Webinar: Campaign PlanningJune 6 – APP Academy: Getting Started (San Francisco)June 7 – ISV Roadmap Webinar: Summer ’13 & BeyondJune 12– APP Academy: Sales (San Francisco)June 13– APP Academy: Marketing (San Francisco)To see more events, registration links, and replay webinars you may havemissed, go to:Partner Portal > CalendarCalendar of EventsCheck the Portal for Updates
    • 7.  News Alerts! APP Academy Topics (A-Z) FAQPartner Portal – ISV Partners
    • 8. Office Hours Marketing Best Practices Event Management AppExchange Social Media Recorded Training Marketing FAQAPP Academy Topic – Partner Marketing
    • 9. New Platform Mobile Resources
    • 10. SUPPORT• 24x7 toll-free phone and online• 1 hour response• Premier developer supportSUCCESS RESOURCES• Assigned success representative*• Success Review*• Self-service resources includingpartner portal and Help siteSUPPORT• Online case submission• 2-business day responseSUCCESS RESOURCES• Self-service resources including partnerportal and Help siteTRAINING• Unlimited access to complete onlinetraining catalogTRAINING• Unlimited access to complete onlinetraining catalog*With minimum annual Partner Premier Success fee. Contact your Account Executive for more information.Included withPartner program$24,000 USD/year/regionSUPPORT• Online case submission• 2-business day response• Limited developer support (max 20 cases)SUCCESS RESOURCES• Self-service resources including partnerportal and Help siteTRAINING• Unlimited access to complete onlinetraining catalog$6,000 USD/year/regionPartnerDeveloper Support PlanPartnerStandard PlanPartnerPremier Plan
    • 11. Alerts! Important Notification for PartnersRead Each Notice CarefullyApril 16 – Known Issue: SR PaymentApril 16 – New addError method signatureMay 4 – Summer ‘13 Sandbox Preview deadlineMay 17-18 – NA1 upgraded first during Summer ‘13June 6-15 – Trialforce template blackout during Summer ’13
    • 12. ‘13 Release for PartnersSandbox Preview Deadline is May 4!• Sandbox Preview Instructions (5/4 deadline)• Release Schedule & Maintenance Window• ISV Roadmap Webinar• Release Notes• Developer Preview Webinar (May 8)• Customer Resources• Free Online Training
    • 13. Business App BlogTo help you be succeed, we launched a blog on April 1 with:• Tips and tricks from every team supporting you• Help & how-to’s• Industry thought leadership• Announcements and program news
    • 14. • Announcements• Webinar Replays• Release Updates• Dreamforce Alerts• Program Changes• Partner News• New Resources@partnerforceFollow us on Twitter
    • 15. Shannon HaleSr. Product ManagerDeclarative AppsChatter Publisher Actions@shannonsans
    • 16. What are Publisher Actions?Publisher actions are theactions that appear atthe top of the feed.In addition to thestandard actions, youcan now create customactions on the Chattertab, home page, andrecord detail pages.Records created fromthe publisherautomatically show upin the feed.
    • 17. “Create” Actions Let Users Create RecordsCreate actions havetheir own customizablelayoutsActions are per recordtypeFields can have “predefined values”setActions honor field-levelsecurity, schema-level fieldrequiredness and validation rulesAction definitions aredeveloper-controlled.Layouts and predefinedvalues are subscriber-controlled.
    • 18. “Custom” Actions Provide Programmatic ControlCustom actions specifya Visualforce page (youcan even create aCanvas action)
    • 19. Action Context•Global–No entity context–Can be added to global publisher layout (on Chatter and Home tabs)and record detail pages–Visualforce pages for global custom actions can’t use a standardcontroller•Entity–Chatter feed tracking must be enabled on the object–New records are created in the context of the parent entity–Only objects with a lookup/MD relationship to the parent can becreated–Can be added to record detail pages
    • 20. APIs•SOAP API–describeQuickActions()–describeAvailableQuickActions()–performQuickActions()–describeLayout(): quickActionList, quickActionListItem•REST API–Basic URI: services/data/v28.0/quickactions/–Global and entity actions, layouts and values (both predefined andschema-level defaults)
    • 21. APIs•Metadata API–QuickAction metadata type–Layout: quickActionList
    • 22. Packaging and Change Sets•Quick actions are available in packages and change sets–Action definitions are developer controlled–Action layouts and predefined values are subscriber controlled.
    • 23. Roadmap•“Update” actions•Feed item details•Canvas custom actions
    • 24. Questions?1. Summer ‘13 Sandbox Preview, Release Notes, & other resources- Learn more at APP Academy: Getting Started (Virtual Classroom) on May 7APP Academy: Getting Started (San Francisco) on June 6APP Academy: Sales (San Francisco) on June 12APP Academy: Marketing (San Francisco) on June 13- Learn more at Today’s recording, slides, & FAQ (48 hours) - Next ISV Roadmap session: June 7 (Summer ‘13 & Beyond)- follow up email will contain registration details- OR, go to for the signup link@partnerforceFollow us on Twitter