Highlights of summer '14


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Customer success has long been a key goal of Salesforce.com and the Salesforce.com Foundation. As part of our efforts to help you accelerate your success, we invite you to join us for a special live webinar that will highlight the most exciting new release features for our nonprofit and higher education customers.

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Highlights of summer '14

  1. 1. Highlights of Summer ’14 Marc Baizman Customer Success Manager Salesforce.comFoundation
  2. 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 such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology 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 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 our security measures; the immature market in which we operate; our relatively limited operating history; our ability to expand, retain, and motivate our employees and manage our growth; risks associated with new releases of our service; and risks associated with selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. are included in our registration statement (on Form S-1) and in other filings with the Securities and Exchange Commission. These documents are available on the SEC Filings section of this Web site. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Safe Harbor Statement
  3. 3. www.salesforce.com/customer-resources/releases/summer14/ “The Official Release Notes”
  4. 4. When are you getting Summer ’14? General Enhancements Mobile Chatter Salesforce Files Sales Cloud Service Cloud Analytics Force.com Additional Resources Agenda
  5. 5. When are you getting Summer ’14? Friday, 7/18 EU0, EU1, EU2, EU3, NA0, NA2, NA3, NA4, NA5, NA10, NA11, NA12, NA13, NA14, NA15, NA16, NA19, NA20 Saturday, 7/19 AP0, AP1, CS1, CS2, CS6, CS8, CS10, CS16, CS18
  6. 6. General Enhancements
  7. 7.  Size Limits – Attachments increasedfrom 5 MB to 25 MB – Incoming email messages increasedfrom 10MB to 25MB  New fieldsfor Middle Name and Suffixon Contacts, Leads and Users – Contact salesforce.comCustomer Support to enable the new fields  Salesforce notification banner – Appears on all pages for accounts, contacts, dashboards, and the setup menu – Dismiss the banner by clicking X on the banner – Canbe globally disabled in Setup What are the General Enhancements to Salesforce?
  8. 8. Mobile Enhancements
  9. 9.  Official supportfor browser pairings – BlackBerry Browser on BlackBerry Z10 devices with BlackBerry OS 10.2 or later – GoodAccess secure mobile browser on Android phones with Android 4.2 or later and on Apple iOS7 devices  Additional data visible in Salesforce1 – All customobjects with a tab in the full Salesforce site – All list views for an object, not just your most recently accessedlists (with sorting too) – Campaign Members, Knowledge articles, Work.comCoaching, Goals, and Skills  Drill to a report from a dashboard  Today – Import an event from phone to calendar; shows in the left nav of Salesforce1 – Add new contacts from phone  Feed Enhancements – Searchwithin the main feed to find specific information you need – View feed posts organized by topic from the Recent section  Publisher Actionsshow even if Chatter is disabled What are the Enhancements to Salesforce1?
  10. 10.  Users cannow drill right to a report from a dashboard simply by tapping on the dashboard. What are the Enhancements to Salesforce1? (cont.) Tap on chart to view report Underlying report can be viewed Tap on column header to sort Swipe right to view more columns CUSTOMER IDEA:Drill to Report and Recordwas submitted by a customer via the Idea Exchange.
  11. 11. Salesforce Chatter Enhancements
  12. 12.  Search for and add topics, and view the topic feed in the Salesforce1 mobile app What are the Enhancements to Chatter Topics? Topics in S1 Menu Topics in S1 Search Topic Page Topics on Feed Items
  13. 13. What are the Enhancements to Chatter Topics? (cont.)  A new Records tab displays all records assigned with a specific topic. - If you don’t see a Records tab for a particular topic, the topic hasn’t been added to any records.  Search feeds on Topic detail pages to quickly find the information you’re looking for. Tips & Tricks: To enable topics for additional objects, within Setup go to Customize | Topics | Topics for Objects
  14. 14. What are the Chatter Enhancements?  Enable Chatter for a subset of your users, instead of all users in your organization, using custom profiles or permission sets. Control access on custom profiles Control access with permission sets CUSTOMER IDEA:Profile Based Rollouts was submitted by a customer via the Idea Exchange.
  15. 15. Salesforce Files
  16. 16. Salesforce FilesSync makes file management, syncing, sharing, and versioning easier than ever.  Setup | Customize | Chatter | Settings | Edit | Allow File Sync. What is Salesforce Files Sync? Easily sync files across all devices Easily share files into Chatter groups or records. Easily work with colleagues to iterate and improve content.
  17. 17. A synced file will appear everywhere, across all devices. Need to download the client to sync with desktop. What is Salesforce Files Sync? (cont.) NOTE:Download and install the Salesforce Files client so you can sync files between your desktop, Chatter, and mobile devices.
  18. 18.  Two new standard reports: Engagement report and Download report – Allows you to report on Chatter files The File downloads report shows you the number of downloads a file has had and by which users The Engagementreport shows you the Chatter engagement on your report, such as Posts, Likes, Shares, etc. Navigate directly to the Engagement report from the file detail page What are the Additional Files Enhancements?
  19. 19. Communities Enhancements
  20. 20. What are the Enhancements to Communities? Summer ’14 brings the new CommunityEngagement Console, a central place for Community Managers to monitor the health of their community and its members. Several Community dashboards available Trending Community reports One-clickaccessto the Engagement Console for Community Managers Admins can update the dashboards used in the Engagement Console NOTE: To be a community manager and use the Community Engagement Console, a user must have either the Manage Communities or Create and Customize Communities permission, and must be an employee of your organization. CUSTOMER IDEA:Engagement Console was submitted by a customer via the Idea Exchange.
  21. 21. Community managers can set reputation levels, which allow community members to achieve a reputation level basedon points earned from posts. What are the Enhancements to Communities? (cont.) Levelscan be defined with point ranges Default level icons can be overridden with custom css Level names can be renamed Chatter actions can be assigned point values Reputation level displayedon profile CUSTOMER IDEA: Reputation was submitted by a customer via the Idea Exchange.
  22. 22. Open up access to your community content with public chatter groups that don’t require login, so you can engage users who might not join otherwise. What are the Enhancements to Communities? (cont.) New community- specific preferences to enable access
  23. 23. Sales Cloud Enhancements
  24. 24. What are the Enhancements to the Sales Cloud? The list of publisher actions is configurable Each action layout is customizable to show/hide specific fields Actions are available on ANY object type Users get accessto Help documentation coveringSide Panel functionality  Salesforce for Outlook Side Panel – Available in all editions – Can use Publisher Actions – Link to User Help
  25. 25.  Join the User object to the ActivityRelationships object to report on user activity relationships in a Custom Report Type. Join User object to new Activity Relationships object Summarize by User and see their meetings and meeting details What are the Enhancements to Activities? (cont.)
  26. 26.  ActivityDate and ActivityDateTime fields are now available in custom formula fields and validation rules. What are the Enhancements to Activities? ActivityDate available for a validationrule
  27. 27. Service Cloud Enhancements
  28. 28. What are the Enhancements to Case Feed? From the Case Feed Page Layout, Admins can enable full-width feed. The default state is collapsed. The publisher labels now toggle the collapsed/expandedstate each time they are clicked. Performingthe Quick Action will automatically collapse the publisher. Milestone Tracker and Case Topics can now be addedAn email publisher is now available on the Case page
  29. 29.  Using a Community Template, designers or contributors can set up Knowledge for Self- Service (beta) or Casesfor Self-Service (beta), empowering end users to find the answers to their questions without having to contact support agents What is “Community Templates for Self-Service?” DEFINITION: Community Templates for Self-Service (Beta) lets you build, brand, and deploy responsive self-service customer support sites that look great on any device. 1. Specify whether you are a designer or a contributor 3. Switch between Design and Live Modes 4. Preview and Publish any changes you make2. View Site on desktop, tablet, and phone modes
  30. 30. What is “Community Templates for Self-Service?” (cont.) Desktop Design Tablet Design Mobile OptimizedDesign NOTE:This view reflects the end user perspective of the Knowledge Self-Service site. Data Category Navigation Data Categories Search Content Block
  31. 31. What are the Enhancements to Service Communities?  WithChatter Questions(beta), users canquickly view similar questions and articles as they enter their question, without switching context. We use these in the HUB!  Chatter questions helps reduce duplicate content in your community by showing similar questions before your users ask their question.  Choose to show relevant knowledgearticlesas users type their questions in Chatter. – Users canselect the best answer to a question, which then shows to future people asking a similar question.
  32. 32. Analytics Enhancements
  33. 33. What are the Enhancements to Analytics?  Pin report folders as favorites so you can quickly access the data you need.  Via Setup | Data Management use Mass delete reports to mass delete public reports that you no longer need. Click the drop down menu to pin your favorite folders to the top of the folder tree Filtering criteria to find reports Selectthe reports you want to remove and click Delete to remove them CUSTOMER IDEA:Pin Folders and Mass Delete Public Reports were submitted by a customer via the Idea Exchange.
  34. 34. WithSummer ’14, you can now track lookup field history, rather than just fields that belong to the current object. What are the Enhancements to Analytics? (cont.) Here you see a lookup to the Opportunity object Admin can selectthis lookup field on Opportunity to be trended The report showsthe change in lookup value between two data points
  35. 35. Summer ’14 introduces the Dashboard API, allowing you to retrieve and refreshdashboards using the REST based Analytics API. Dashboards canbe:  Embedded anywhere, like high definition TVs, or in a Public portal.  Refreshedas often as every minute.  Combined with a chart engine of your choice to create customized, branded dashboards. What are the Enhancements to Analytics? (cont.) CUSTOMER IDEA: DashboardAPI was submitted by a customer via the Idea Exchange.
  36. 36. Force.com Customization Enhancements
  37. 37.  Whencreating new apps on the Salesforce platform, it’s now possible to control which features users get at a granular level using custompermissions. What is Custom Permissions? DEFINITION: Custom permissions enables developers to easily create custom permissions on profiles and permission sets that Administrators can easily assign to users. Declaratively Assign Custom Permissions on Profiles and PermissionSets Declaratively define custom permissions in Setup CUSTOMER IDEA: Custom Permissions was submitted by a customer via the Idea Exchange.
  38. 38.  Publisher Actions show in the Salesforce1 mobile browser app even when Chatter is disabled. – Canbe createdand added to the Publisher Actions sectionin object page layouts. What are the Enhancements to Publisher Actions? NOTE: Publisher Actions with Chatter disabled will only show in the Salesforce1 mobile browser app. No Chatter Feed! No Chatter Actions!
  39. 39. What are the Enhancements to Setup? 1.) Typing text here narrows down the Setup tree to the matchingSetup pages … Filters NOTE:It might take a few weeks before your organization’s setup data is indexed and searchable. Be patient! 2.) Pressing Enter in the sidebar searches for “exp”across all of the org’s custom field definitions, custom object definitions, public groups, permission sets,profiles, roles,and users.
  40. 40.  Previously, administrators could limit user password reuse by selecting an option of up to 15 passwords remembered in an organization’s history. Now administrators can select up to 24 passwords remembered.  Administrators could previously require minimum password lengths of up to 10 characters but can now require a 12 character minimumlength.  Admins can require uppercase and lowercase letters (beforeit was just alpha characters, regardless of case).  Previously administrators could require a maximum lifetime for a password, such as 90 days. Now administrators can also require that password lifetimes be a minimum of one day.  Prevent unwanted access to your organization using the Force logout on sessiontimeout session setting, where the page gets automatically redirectedto the login page once a sessiontimes out, so whatever was on the screenis no longer visible.  Developer Edition organizations now get 10 IdentityConnectpermission setlicenses for testing and development. What are the Enhancements to Security?
  41. 41.  Power of Us HUB Online Community – http://powerofus.salesforcefoundation.org/  Attend our Weekly Office Hours (Fridays at 12PM ET / 9AM PT) – https://powerofus.force.com/articles/Resource/Salesforce-com-Foundation- Weekly-Office-Hours  Upcoming Foundation Events/Webinars – http://www.salesforcefoundation.org/events/  Get More Help – http://www.salesforcefoundation.org/help/ Additional Resources for You