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Salesforce Spring 13 for Nonprofits


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Jo Ann Lewis of Point of Light organization presented Salesforce Spring '13 Release highlights of concern to nonprofit users at the March 20 Atlanta Salesforce Nonprofit User Group meeting. Thank you, Jo Ann.

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Salesforce Spring 13 for Nonprofits

  1. 1. Salesforce Spring ’13 Release Overview Jo Ann Lewis Points of Light
  2. 2. Chatter Updates More websites (mostly news sources) contain previews You can Like a post via email Search within groups
  3. 3. Chatter Updates Public group posting for everyone Ability to create view & create tasks directly from chatter feeds
  4. 4. Outlook Integration Updates New Salesforce Outlook Side Panel (previously in Beta) now generally available. The Salesforce for Outlook Side Panel lets you view opportunities and activities, and associate emails to an opportunity, contact account etc right from Outlook. Just click, and the Side Panel will take you right to the information you need in Salesforce, without signing in.
  5. 5. Outlook Integration Updates
  6. 6. Sales & Service Clouds Salesforce Touch now generally available (iPad)  Multiple Apps are now available  Dashboards, Leads & Cases added  Custom VisualForce pages available Quarterly Forecasting & Partner Opportunity Forecasting available Knowledge Mobile introduced (Available in app Exchange) Knowledge usage tracking for web & mobile self service sites Workflow rules allowed on Account & Opportunity teams Ability to add a single contact to a shared activity returned
  7. 7. More D&B data added Full D&B database of Global Accounts added New City Search
  8. 8. Platform Updates User Sharing rules Multi-Select Picklist fields auto-size in edit mode Smaller Chatter Messenger when minimized Search & access SharePoint data via Sunlight Search Login links for new users work only once Record Type information now available as a Cross- object Reference
  9. 9. Platform Updates State and Country picklist on standard address fields *Address field type coming soon*
  10. 10. Help & Updates Help has been updated. New site –  The 4000 page success guide had been broken into 14 downloadable guides that are role specific  5 Minute tutorial “Quick Starts” have been added has added  Coaching  Onboarding goals  Performance summaries, plans & calibration  Skills profiles  Badges & Trophy cases