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Nonprofit user group winter 14 jl - 111013


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Jim Levi presented key features of the Salesforce Winter '14 at the UK Not for Profit Usergroup.

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Nonprofit user group winter 14 jl - 111013

  1. 1. Winter ’14 Release Overview UK Non-Profit User Group Jim Levi 11th October 2013
  2. 2. Agenda  Full Content is 166 slides – these are (highly) edited highlights 1. Chatter & Communities 2. Knowledge 3. Sales Cloud (ie Foundation Enterprise Edition) 4. Analytics 5. Platform – SetUp & Sandbox Enhancements 6. Salesforce Identity 7. (Performance Edition)
  3. 3. Salesforce Chatter Enhancements
  4. 4. What are the Chatter Experience Enhancements?  Archive groups that are no longer being used Group Managers can re-activate the group Users can still join/leave a group, comment on existing posts, and mention users New view to find archived groups you are a member of  When deactivated, the publisher is hidden and users can’t create NEW posts or add files.  Archived groups don’t appear in searches for sharing a file or feed post with a group.  Archived groups are still searchable via the feed and global search, and appear in reports. NOTE: Groups without new feed posts or comments in the last 90 days will be automatically archived on the Tuesday following the Winter ‘14 release. If you want to disable archiving for Chatter groups to have more time to prepare, it must be done before Tuesday after the Winter ‘14 release. CUSTOMER IDEA: Archive Chatter Groups was submitted by a customer via the Idea Exchange.
  5. 5. What are the Chatter Experience Enhancements? (cont.)  Additional rich link providers The following new providers are supported for rich link previews: Hulu, Brightcove, vidyard, Ustream, xStranormal, Twitpics, G+, LinkedIn, Twitter, The Verge,,, Gizmodo, Gawker, Vine, Financial Times  The length of posts and comments has been increased to a maximum of 5k characters.  The filter, sort-by ,and find in feed features into one menu  @mention Chatter groups in your posts.  Chatter Messaging Enhancements include: – Email to Groups (Pilot) let’s users post a status update to a group by sending an email to an email address displayed on the group page. – When users click a supported link in a Chatter email on an iOS device, they will be redirected to the iOS app if the app is installed on their device. – Mobile friendly email templates are being updated to look better on mobile devices. – Private messages are now covered in Connect API. CUSTOMER IDEA: Increase Post and Comment Size was submitted by a customer via the Idea Exchange.
  6. 6. Chatter Answers Better organization New filter and sort options More customization possible in Visualforce
  7. 7. Chatter Thanks Thanks in the Chatter publisher Select from 12 predefined badges Post Thanks to the Feed
  8. 8. Salesforce Communities Communities Improvements  Email digests in Communities Chatter  Sharing groups to allow more flexibility in sharing records between communities users  Better branding control with Community Moderation  Manage the list of flagged posts and comments in the community  Remove flags  Delete inappropriate posts, comments, and files
  9. 9. Knowledge Improvements Standard users all have read access to articles New standard fields, “smart” links to other articles Chatter on articles New Knowledge One interface
  10. 10. Sales Cloud Enhancements
  11. 11. What is Salesforce Console for Sales? New CRM experience optimized for inside sales reps Lead queue brings in leads across all channels Configurable highlight panel pushes key details to the rep Extensible framework to include integration to key sales tools and applications
  12. 12. How Will Salesforce Console for Sales be Used? A sales rep can easily manage her inbound lead queue and tasks on one screen, providing easy access to key lead details and sales intelligence, helping her to qualify and move more deals to the next stage. A business development rep can quickly see account records and related items as tabs on one screen, allowing him to identify key contacts and quickly jot notes for each record, speeding up the sales process.
  13. 13. What are the Enhancements to Salesforce for Outlook Side Panel?  Event Associate lets users relate an event that is selected in outlook, to Salesforce records with type, task. Select an event The Side Panel will display the Contacts and Leads. Users will be able to relate events to records in Salesforce. CUSTOMER IDEA: Event Association was submitted by a customer via the Idea Exchange.
  14. 14. What are the Enhancements to Salesforce for Outlook Side Panel? (cont.)  Leverage Send and Add in the Side Panel to quickly add related emails to your Salesforce records. Click to Send and Add to Salesforce. Once added, they will show as green. After Email addresses are confirmed in To and Cc fields, Contacts and Leads will appear in the Side Panel. Works for both the compose new email or reply window Users will be able to use the Side Panel on the email as they were able to previous releases  Quickly hide or show the Side Panel directly from within Outlook. CUSTOMER IDEA: Send and Add Emails was submitted by a customer via the Idea Exchange.
  15. 15. Analytics Enhancements
  16. 16. What is Historical Trend? DEFINITION: Historical Trending lets you analyze the state of your opportunities and three custom objects over time on a dayto-day or week-to-week basis. Customers need to enable historical trending for each one of their objects before historical data capture starts by going to Setup and selecting which objects and fields they want to snapshot. Customers can then configure what data they want to capture for trending by enabling specific data filters. CUSTOMER IDEA: Historical Trend Reporting was submitted by a customer via the Idea Exchange.
  17. 17. What is Historical Trending? (cont.) Tips & Tricks: “Yesterday” is a rolling date value, meaning that it points to a date that is relative to today’s date. Historical Snapshot date selector A custom report type for each historical trending object gets created by default Field to field filtering on historical data to show changes Historical Fields See changes at a glance by looking for values in red or green  You can make three months of data available for historical trend reporting.  Each historical trend report can contain up to 100 fields
  18. 18. Example Uses for Historical Trending Understand donor behavior Monitor program or volunteer participation Measure applicant patterns
  19. 19. What is Embedded Analytics? Embedded Analytics let you embed report charts in record detail pages for any standard or custom object, allowing your users to get the data they need on their most visited pages. Embed a report chart by editing the object’s page layout using the enhanced page layout editor, then add the chart! NOTE: You can have a max of two report charts per page. You can only add report charts from the enhanced page layout editor.
  20. 20. Example Uses for Embedded Analytics Annual giving summary on an account page for each foundation or corporate sponsor Chart of participation history on a volunteer’s contact page Visual breakdown of revenue sources on a campaign page
  21. 21. What is the Analytics API? DEFINITION: Analytics API gives you programmatic access to report data defined using the report builder, and lets you easily integrate report data into any web or mobile application, inside or outside the Salesforce platform. Define with Report Builder Custom visualizations NOTE: The Analytics API has some restrictions in addition to the general API limits. Please see the Release Notes for a full list. CUSTOMER IDEA: Analytics API was submitted by a customer via the Idea Exchange.
  22. 22. Customization Enhancements
  23. 23. What are the Enhancements to Search? Search in Setup (Beta) let’s you use Quick Find to search for profiles, permission sets, public groups, roles, and users. The results filters easily let you navigate to find what you’re looking for. Note: Only these 5 setup entities are supported in this release. If you try pressing Enter on your keyboard, or clicking the magnifying glass icon (minimum of 2 characters required), you’ll be taken to a results page. Like always, typing in the search bar instantly displays matching Setup screen names below in the sidebar. The Results List matches against the name field, and returns a max of 2,000 items total. CUSTOMER IDEA: Search in Setup was submitted by a customer via the Idea Exchange.
  24. 24. What are the Enhancements to Search? (cont.)  Setting up Search in Setup is easy, simply navigate to Setup | Customize | User Interface The checkbox is unchecked by default for existing orgs, and checked by default for newly signed up orgs Once enabled, the search bar at the top of the Setup sidebar changes to a new version Tips & Tricks: When viewing setup search results, bookmark the results page in your web browser to easily perform the same search in the future.
  25. 25. Development Enhancements
  26. 26. What are the Enhancements to Sandbox?  In Winter ‘14, “Configuration Only” sandboxes are being renamed to “Developer Pro” sandboxes.  The storage limit for Developer Pro sandbox is increasing to 1GB.  Developer Sandbox storage limits are increasing from 10MB to 200MB.  Salesforce is changing the way we address Sites domain names; The system now requires a single hyphen to separate sandbox names from subdomain names, instead of a period.  Winter ‘14 brings a new sandbox available for purchase, Partial Data Sandbox, that works in conjunction with the Summer ‘13 feature, Sandbox Templates. – When a template is applied to a Partial Data sandbox, the sandbox copy service will use data sampling to fill the sandbox org with data, providing Admins with rich data sets in shorter periods of time. – The refresh interval is only 5 days. OFF-CYCLE RELEASE: Partial Data Sandbox will be released outside of the regular release schedule. It will be available as an add-on product in November. Please see the release blog for specific dates.
  27. 27. What are the Enhancements to Sandbox? (cont.) Developer Developer Pro Partial Data * Full Refresh Interval 1 Day 1 Day 5 Days 29 Days Includes Setup Configuration Yes Yes Yes Yes Copies Data Records No No Yes Yes Sandbox Templates/ Sampling No & No No & No Yes & Yes (10,000 records/object) Yes & No (Full Data / Object) None 5 10 15 200MB 1GB (~500K records) 5GB (2.5M records) Match production Bundled Developer Sandboxes Sandbox Size * Available as a new SKU (Org Add-On) in November
  28. 28. Sandbox Use Cases Use Case Developer Developer Pro Partial Data Full Build ✔ ✔ ✔ ✖ QA Integration Test ✔ ✖ ✔ ✖ ✔ ✔ ✖ ✔ Batch Data Test ✖ ✖ ✔ ✔ Training ✖ ✖ ✖ ✖ ✖ ✖ ✖ ✖ ✔ ✔ ✖ ✖ ✔ ✔ ✔ ✔ UAT Perf/Load Test Staging
  29. 29. Identity
  30. 30. Introducing Salesforce Identity Cloud Identity and Access Management Simple Login once to all your cloud and mobile apps with Single Sign-On. Social Deep social and data integration, fully customizable and built on open standards. Trusted Centralized access management and provisioning, delivered through the simplicity, transparency, and trust of the Salesforce Platform.
  31. 31. centralized access management, provisioning and reporting administrate automate social trust enterprise directory integration secure single sign-on and social apps single sign-on and user management
  32. 32. Identity Salesforce Identity provides Identity and Access Management (IAM) service for Web and mobile applications. Using Identity, customers manage the user lifecycle and access policies while providing a SSO application portal for its users. Identity is included in all paid licenses. This product provisions an Identity user that is entitled to use IAM service only.
  33. 33. New Release Resources We provide a dedicated site for each release On this site you will find the follow resources •Release preview •Highlight videos •Release training •Release notes •Developer resources •Links to previous releases