Slide deck from the BrightGen Summer 15 Salesforce release.

1. Salesforce Release Webinar
Summer 15
Clive Platt,Service Manager
www.linkedin.com/in/cliveplatt
Keir Bowden, Chief Technical Officer
www.linkedin.com/in/keirbowden
@bob_buzzard
Problems with the webinar software?
Email cliveplatt@brightgen.com

2. Agenda
• Salesforce Summer 15 Release
– Rich Text Notes
– Salesforce1
– Communities
– Sales Cloud
– Service Cloud
– Chatter
– Platform
• Q&A

3. Summer 15 Release

4. Browser / App Support

5. Browser / App Support
• Support for IE7/8 discontinued
• Support ended:
– Chatter Mobile
– Mobile Dashboards for iPad
• Future:
– Salesforce1 will require iOS 8
– Connect for Outlook retired (Winter 16)

6. Rich Text Notes

7. Rich Text Notes
• Must be enabled
• Built on Files
• Access/search via Files tab
• Create private notes via Files tab

8. Salesforce1

9. Customize Actions
• Separate actions for mobile/desktop
• Configure via Page Layout:
– Chatter actions
– Salesforce1 actions

10. Hide Action Header
showQuickActionVfHeader="false"

11. Lead Conversion
• Now GA
• Contacts, accounts and opportunities
• Includes duplicate checking
• Choose Lead source

12. Group Post Notifications
• In app only
• Have to email on every post
• Notification of post

13. Communities

14. Community Management
Videos
Documenta/on,
Playbooks,
Groups
Updated
Menu

15. Custom Recommendations
• Create in management screen
• Displays in:
– Salesforce1 feed
– Napili template

16. Communities Dashboards
• Improved licenses dashboard
• Report on object feeds
• Filter by user detail

17. Sales Cloud

18. Territory Management
• Assign territories to opportunities
– Improved efficiency
– Apex class
• Assign any territory to opportunity
• Collaborate via chatter
– Via territory model record

19. Others
• Cumulative forecast rollups
• Duplicate management for Force.com
licenses
• Salesforce for Outlook
– Choose default sync setting
– Prevent users changing

20. Service Cloud

21. Omni-Channel
• Create work items from Salesforce
records
• Add to queue
• Route to agent based on:
– Availability
– Capability
• Report on availability/assignments

22. Omni-Channel
• Requires setup
• Requires console
• Agents “sign in”
• Records are assigned

23. Email to Case
• HTML/Inline images in email feed
• Append user signatures after replies
• Email-To-Case Thread Id setting names:
– Old: Email Subject/Body
– New: Insert Thread Id in the Email Subject/Body

24. Chatter

25. Edit Posts/Comments

26. Files
• Share with any library
• Share private files
• @mention when sharing with groups

27. Groups
• Restrict custom objects in groups
• Group info 4,000 characters
• Non-unique unlisted group names

28. Platform

29. Customisation
• Login as any user without granting
access
• Limit of 1,500 profiles per custom
license
• End of support for JavaScript in HTML
Area home page components

30. Process Builder
• Additional functions supported:
– INCLUDES, ISCHANGED, ISNEW, ISPICKVAL,
PRIORVALUE
• Reference System Variables
– $API, $Organization, $Profile, $System, $User,
$UserRole

31. Process Builder
Only
update
the
parent
case
If
the
condi/on
is
true
The
Parent
Case
status
is
not
‘On
Hold’

32. Security
• Enforce IP range on every request
– Only at login otherwise
• Track login location
• Custom logout target

33. Query Plan Notes

34. Report / List View Query PlanCopy
ID
Paste
into
Query
Editor
Click
Query
Plan

35. Map Info Window

36. Code Coverage
• Calculation changing for multi-line
statements
• Old: counts as one line
• New: each expression counts as one line
• Figures may change!

37. Old Coverage
Single
line

38. New Coverage
Mul/ple
Lines

39. Lightning Components GA
• UI Framework
• Desktop and mobile
• JavaScript and Apex
• Replace and extend Salesforce1 App UI
– Currently in pilot

40. More Information
• http://sforce.co/1byFt03
• Release Notes
• Feature Videos
• Training

41. Questions

42. Contact Us
www.brightgen.com
service@brightgen.com
01376 520578
@brightgen
facebook.com/BrightGen