What's in Salesforce.com's Spring '14 Release for Me?

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What's in Salesforce.com's Spring '14 Release for Me?

As a...
Sales User
Marketing User
Customer Service User
Salesforce.com Administrator
Salesforce.com Developer
General Salesforce User

With 328 pages of Release Notes, we had quite a task picking-and-choosing, which items to mention, let-alone, which to highlight. We decided to pick and choose based on features we thought would be most exciting from the perspective of various roles. We think we have something for everyone!

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What's in Salesforce.com's Spring '14 Release for Me?

  1. 1. Global Tech & Resources What’s in Spring ‘14 for Me? www.gtr.net/play-the-game
  2. 2. Global Tech & Resources Chicago Suburban User Group March 6, 2014 Presentation www.gtr.net/play-the-game
  3. 3. Global Tech & Resources (GTR) Global Tech & Resources - Salesforce.com customer since 2000. Creating Possibilities: • • • • Staffing with High Performance Salesforce.com People Salesforce.com Support & Implementations. Force.com Application Development Developing your Salesforce.com Talent™ (Training) ● ● ● Technical End User Business Executives Join the LinkedIn Group: So You Think You Know Salesforce!™ www.gtr.net/play-the-game
  4. 4. Global Tech & Resources (GTR) Session Presenters Velu Palani Salesforce.com Solutions Architeect, Trainer and Organizational Hiring Expert Salesforce.com Certified Administrator and SalesCloud Consultant velup@gtr.net | 847-452-7852 Charlie Havens Consultant and Trainer Salesforce.com Certified Admin, Advanced Admin, and Force.com Developer Chavens@gtr.net | 773-848-0154 www.gtr.net/play-the-game
  5. 5. Global Tech & Resources “With the Core Salesforce Functionality brought to any device, Salesforce1 makes Everyone is a Mobile Developer .” … at least we all become mobile everywhere. Spring ‘14 Release Notes Out of 320 pages, what might you find useful and why? www.gtr.net/play-the-game
  6. 6. Global Tech & Resources Spring 14 Release - Our Favorite Highlights Presented March 6, 2014 to the Chicago Suburban Salesforce User Group By Velu Palani and Charlie Havens www.gtr.net/play-the-game
  7. 7. Global Tech & Resources (GTR) What’s in it for me? I’m a... ● ● ● ● ● ● Sales User Marketing User Customer Service User Salesforce.com Administrator Salesforce.com Developer Salesforce User www.gtr.net/play-the-game
  8. 8. Global Tech & Resources Spring ‘14 – What do I get as a Sales User? www.gtr.net/play-the-game
  9. 9. Global Tech & Resources Spring ‘14 – What do I get as a Sales User? ● ● ● Collaborative Forecasts and Opportunities Access Social Accounts, Contacts, and Leads in Salesforce1 Orders – “An order is an agreement between a company and a customer to provision services or deliver products with a known quantity, price, and date. Order products represent those services or products.” ● ● Salesforce Console Enhancements You can disable Territory Management - Contact Salesforce - Do the Impact Analysis !!! Warning ! ○ If you disable Territory Management, your users lose record access that’s based on territory assignments, your organization no longer has access to territory management data, and Customizable Forecasting is automatically disabled. ● ● Call, Log Calls to, and Email Leads in Salesforce1 View Profile Images for Leads in Salesforce1 www.gtr.net/play-the-game
  10. 10. Global Tech & Resources Spring ‘14 – What do I get as a Sales User? ● Collaborative Forecasts and Opportunities ● How do you migrate to Collaborative forecasts? ○ First disable the customizable forecasts ○ Document Link www.gtr.net/play-the-game
  11. 11. Global Tech & Resources Spring ‘14 – What do I get as a Sales User? ● Access Social Accounts, Contacts, and Leads in Salesforce1 ● Salesforce1 users can now leverage the power of social media to connect with their accounts, contacts, and leads. ● Starting in Spring ‘14, you can find and link to Twitter profiles, and view Twitter profile images, Tweets, and followers for your accounts, contacts, and leads with Salesforce1. And, use the new People in Common feature to discover shared connections. ○ Link www.gtr.net/play-the-game
  12. 12. Global Tech & Resources ● Salesforce Console Enhancements– continued… Multi-Monitor Components 1) Primary tab 2) Custom components 3) SoftPhone 4) Playground www.gtr.net/play-the-game
  13. 13. Global Tech & Resources ● Salesforce Console Enhancements– continued… Multi-Monitor Components More Custom Console Components in the Sidebar. Add and organize multiple custom console components on each sidebar of a console. www.gtr.net/play-the-game
  14. 14. Global Tech & Resources ● Salesforce Console Enhancements– continued… Multi-Monitor Components Check out your licensing requirements www.gtr.net/play-the-game
  15. 15. Global Tech & Resources Spring ‘14 – What do I get as a Sales User? ● ● ● ● Orders – “An order is an agreement between a company and a customer to provision services or deliver products with a known quantity, price, and date. Order products represent those services or products.” Why Orders? ○ Use orders to automate your post deal process (closed- Opportunity Won). ○ Create and Link the order with Account and Contract ○ Track the order using the Orders Tab What is it? ○ Object ■ Order and Order Products Steps Demo (tpaascombo) www.gtr.net/play-the-game
  16. 16. Global Tech & Resources Spring ‘14 – What do I get as a Sales User? ● Call, Log Calls to, and Email Leads in Salesforce1 ● View Profile Images for Leads in Salesforce1 www.gtr.net/play-the-game
  17. 17. Global Tech & Resources Spring ‘14 – What do I get as a Marketing User? www.gtr.net/play-the-game
  18. 18. Global Tech & Resources Spring ‘14 – What do I get as a Marketing User? “Salesforce Marketing Cloud is a unified social marketing suite that allows companies to listen to and engage customers, publish content, optimize social advertising, measure campaigns, and integrate social insights with customer data. For information on new features, go to the Salesforce Marketing Cloud Facebook page.” And, when you go to the Facebook page? A some hype and a link to: http://www.salesforcemarketingcloud.com/ “Salesforce.com + ExactTarget Radian6—Gain insights about brand conversations and respond in real time. Buddy Media—Empower marketers to manage, schedule, and publish content with social apps. social.com—Build, optimize, and automate highly targeted social advertising campaigns.” ...but, nothing about Spring 14 Release! ...a different license and a different release schedule. www.gtr.net/play-the-game
  19. 19. Global Tech & Resources Spring ‘14 – What do I get as Customer Service User? www.gtr.net/play-the-game
  20. 20. Global Tech & Resources Spring ‘14 – What do I get as Customer Service User? ● Case Feed ○ ○ ○ Support for Drag-and-Drop Attachments in the Case Feed Email Publisher Inline Images Now Supported in the Case Feed Email Publisher Automatically Associate Outgoing Emails with Contacts www.gtr.net/play-the-game
  21. 21. Global Tech & Resources Spring ‘14 – What do I get as Customer Service User? ● Social Customer Service ○ ○ www.gtr.net/play-the-game Need to integrate with Radian6 CSRs can directly engage customers by responding cases create from from Twitter or Facebook
  22. 22. Global Tech & Resources Spring ‘14 – What do I get as an Admin? www.gtr.net/play-the-game
  23. 23. Global Tech & Resources Spring ‘14 – What do I get as an Admin? Force.com Customization – “Use point-and-click tools to expand your Salesforce organization: enhance your objects, data, and fields, customize your organization’s look and feel, enhance your business processes, and create websites and apps. Customization also includes administration and security tools.” ● Data Import Wizard ● Feed-Based Page Layouts ● General Administration www.gtr.net/play-the-game
  24. 24. Global Tech & Resources Spring ‘14 – What do I get as an Admin? ● ● Mass Assign Permission Sets ○ Assign a Permission Set to Multiple Users ○ Remove User Assignments from a Permission Set ○ Assigned Users Page Removed from Permission Sets Page Layout Assignments for Permission Set Licenses www.gtr.net/play-the-game
  25. 25. Global Tech & Resources Spring ‘14 – What do I get as an Admin? ● Data Import Wizard - “Choose the type of object data you want to import (accounts and contacts, leads, solutions, or custom), choose a source file for your data, map the fields that need to be mapped, and start your import.” www.gtr.net/play-the-game
  26. 26. Global Tech & Resources Spring ‘14 – What do I get as an Admin? ● ● ● General Administration Lookup Filter Enhancements– Lookup filters are now supported on many more objects. Hide Standard and Custom Apps from the App Launcher– Use the App Menu settings to control whether users see only connected apps in their App Launcher. www.gtr.net/play-the-game
  27. 27. Global Tech & Resources Spring ‘14 – What do I get as a Developer? www.gtr.net/play-the-game
  28. 28. Global Tech & Resources Spring ‘14 – What do I get as a Developer? ● ● ● Sandboxes ○ Partial Data Sandboxes ○ Sandbox User Email Addresses Modified on Refresh New User Interface for Monitoring Deployments Visualforce www.gtr.net/play-the-game
  29. 29. Global Tech & Resources Spring ‘14 – What do I get as a Developer? Sandboxes ● “Partial Data Sandboxes– Salesforce introduces a new sandbox type: Partial Data Sandboxes ○ It includes the reports, dashboards, price books, products, apps, and customizations under Setup (including all of your metadata). ○ Additionally, as defined by your sandbox template, Partial Data sandboxes can include your organization's standard and custom object records, documents, and attachments up to 5 GB of data and a maximum of 10,000 records per selected object. A Partial Data sandbox is smaller than a Full sandbox and has a shorter refresh interval. You can refresh every 5 days. ● Sandbox User Email Addresses Modified on Refresh– Starting in Spring ’14, whenever you refresh a sandbox all user email addresses are modified to use an example domain. The Salesforce message transfer agent ignores emails that end with @example.com, so no emails are sent from a sandbox.” www.gtr.net/play-the-game
  30. 30. Global Tech & Resources Spring ‘14 – What do I get as a Developer? ● Sandbox User Email Addresses Modified on Refresh www.gtr.net/play-the-game
  31. 31. Global Tech & Resources Spring ‘14 – What do I get as a Developer? ● New User Interface for Monitoring Deployments The page for monitoring deployments has been redesigned and now provides real-time and in-depth statistics of Metadata API-based deployments. You can use this page to track the progress of deployments and troubleshoot failures. www.gtr.net/play-the-game
  32. 32. Global Tech & Resources Spring ‘14 – What do I get as a Developer? ● Visualforce ○ “Visualforce enhancements in Spring ’14 are focused on improving the experience of developing apps that combine Visualforce and JavaScript, including Salesforce1 and other mobile apps, along with some additional development improvements and other changes… ” ○ Visualforce Remote Objects—Developer Preview www.gtr.net/play-the-game
  33. 33. Global Tech & Resources Spring ‘14 – What might be useful to everyone? www.gtr.net/play-the-game
  34. 34. Global Tech & Resources Spring ‘14 – What might be useful to everyone? ● “These enhancements and changes affect how most users experience Salesforce.” ○ Chatter Files Sync– pilot ○ Using Topics for Objects to Organize Records ○ File Storage Per Paid User License Increased from 612 MB to 2 GB for Enterprise, Performance, and Unlimited Editions ○ Search More Fields for Users and Opportunities in Enhanced Lookups ○ Auto-Saving of Records with Lookup Values Now Supports Enhanced Lookup Searches ○ Salesforce mobile apps, including Salesforce1 and SalesforceA. ○ Chatter With Email-to-Groups, Topics, Salesforce Files Sync, and powerful ways to work in the feed, Chatter helps everyone in your organization stay connected and get more done faster. www.gtr.net/play-the-game
  35. 35. Global Tech & Resources Spring ‘14 – What might be useful to everyone? ● “These enhancements and changes affect how most users experience Salesforce.” – continued… ○ Analytics ■ Flexible Sorting in Reports ■ Floating Headers in Summary and Matrix Reports ■ Hide Unused Report Types ○ Activities – Repeat Tasks on a Flexible Schedule www.gtr.net/play-the-game
  36. 36. Global Tech & Resources Spring ‘14 – What might be useful to everyone? Chatter Files Sync (pilot) ● “With Salesforce Files Sync enabled, you can search, filter, upload, and sync files right from the Files tab. ● Download the Salesforce Files client ● Sync most existing Chatter files. Once synced, the file is accessible in three places: the Salesforce Files folder on your desktop, the Synced filter on the Files tab in Chatter, and the synced filter in Salesforce1.” www.gtr.net/play-the-game
  37. 37. Global Tech & Resources Spring ‘14 – What might be useful to everyone? Using Topics for Objects to Organize Records: ● ● “Allow users to add topics to records. Adding topics helps organize records, making them easier to find. Users can add topics to records and retrieve them using list views. For example, if you met a number of contacts at a conference, you might add the topic ‘User Conference 2014’ to their records. www.gtr.net/play-the-game
  38. 38. Global Tech & Resources Spring ‘14 – What might be useful to everyone? File Storage Per Paid User License Increased from 612 MB to 2 GB for Enterprise, Performance, and Unlimited Editions File storage includes files in attachments, the Documents tab, the Files tab, the File field, Salesforce CRM Content, Chatter (including user photos), and Site.com assets. www.gtr.net/play-the-game
  39. 39. Global Tech & Resources Spring ‘14 – What might be useful to everyone? ● “Search More Fields for Users and Opportunities in Enhanced Lookups “By default, enhanced lookups query a limited set of fields, known as Name fields, for each object. If your search for a record returns a large number of matches, such as a user with a common name, you can instead query all searchable fields for that record to narrow your results. In the enhanced lookup search dialog, select All Fields and enter other search terms unique to the record, such as the user’s email address.” “You can now enable enhanced lookups for opportunities. Also, enhanced lookups for both users and opportunities now support the All Fields search option.” www.gtr.net/play-the-game
  40. 40. Global Tech & Resources Spring ‘14 – What might be useful to everyone? ● Auto-Saving of Records with Lookup Values Now Supports Enhanced Lookup Searches “When users are editing a record, if they enter a value in a lookup field then save the record without clicking the lookup icon Search lookup icon, Salesforce now automatically performs an enhanced lookup search if the object is configured to use enhanced lookups.” “By default, saving a record with a typed-in value in a lookup field performs a standard lookup, which queries a limited set of fields. Enhanced lookups allow you to query and search more fields per object and narrow your search results. Here’s what can result from the lookup search: ● One exact match—Assigns that value to the lookup field and automatically saves the record ● More than one possible match—Displays a drop-down list of matches for users to select from ● No matches—Displays an error” www.gtr.net/play-the-game
  41. 41. Global Tech & Resources Spring ‘14 – What might be useful to everyone? Salesforce mobile apps, including Salesforce1 and SalesforceA. Note: Salesforce1 from the browser: <server>salesforce.com/one/one.app Areas of Differences between Salesforce1 and Full Site: ● ● Supported Salesforce data; Chatter feeds, groups, and profiles; Communities; Searching for information; Creating and editing records; Tasks and events; Approval requests; Notifications; The new Today feature;Supported Salesforce customizations Mash-ups between Salesforce1 and that particular mobile devices UI: such as Camera; and Today, which displays data from phone’s calendar www.gtr.net/play-the-game
  42. 42. Global Tech & Resources Spring ‘14 – What might be useful to everyone? ● Chatter With Email-to-Groups “Users can post to groups by sending emails from the email address associated with their Salesforce account. By default, this preference is turned off for your organization.” www.gtr.net/play-the-game
  43. 43. Global Tech & Resources Spring ‘14 – What might be useful to everyone? ● ● ● Flexible Sorting in Reports Floating Headers in Summary and Matrix Reports Hide Unused Report Types ● Activities – Repeat Tasks on a Flexible Schedule www.gtr.net/play-the-game
  44. 44. Global Tech & Resources ● Prepare ● Educate Users ● Make Money ! ● Enjoy http://trust.salesforce.com/trust/maintenance/ www.gtr.net/play-the-game
  45. 45. Global Tech & Resources Where Can I Find Spring ‘14 Resources for Me? ● Sales User ○ Orders: http://www.youtube.com/watch? v=hhTyraghk4Y&list=PLjJeA2SstEtKlEe9Me51U2jOFHRhm7G_L&index=4 ● Marketing User ○ ● ● Customer Service User ○ Service Cloud -- Spring '14 New Features: http://www.youtube.com/watch?v=KXn1SoWkx6A Salesforce.com Administrator ○ SalesforceA: http://www.youtube.com/watch? ○ ● v=LgpWEf7Vgy8&list=PLjJeA2SstEtKlEe9Me51U2jOFHRhm7G_L&index=3 http://www.youtube.com/watch?v=sXg2w7bH0rQ Salesforce.com Developer ○ Salesforce1: https://developer.salesforce.com/docs/atlas.en-us.salesforce1. ○ ● http://www.facebook.com/MarketingCloud meta/salesforce1/setup_s1_intro.htm https://www.udacity.com/course/ud162 Salesforce User ○ Salesforce Files: http://www.youtube.com/watch?v=7bQ3fQFCMZM&list=PLjJeA2SstEtKlEe9Me51U2jOFHRhm7G_L&index=2 www.gtr.net/play-the-game
  46. 46. Global Tech & Resources (GTR) What are your take-aways? As a... ● Sales User ● Marketing User ● Customer Service User ● Salesforce.com Administrator ● Salesforce.com Developer ● Salesforce User www.gtr.net/play-the-game

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