Highlights of Spring '14 webinar


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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 presentation that will highlight the most exciting new release features for our nonprofit and higher education customers.

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Highlights of Spring '14 webinar

  1. 1. Highlights of Spring ’14 Nonprofit & Higher Education Evan Callahan Force.com Developer
  2. 2. Safe Harbor 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 product or service availability, 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 developing and delivering new functionality for our service, new products and services, 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 outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, 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, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, 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. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  3. 3. What’s New in Spring ’14?   Salesforce1 / Mobile   Salesforce Chatter   Communities   Service Cloud   Analytics   Force.com Customization   Force.com Development
  4. 4. Spring ‘14 Release Milestones Pre-Release Available Externally Thursday, 12/19 ROD Available Friday, 1/3 Staggered Release (R0) Saturday, 2/14 (NA1) Website & Community Release Update Wednesday, 1/8 December January Staggered Release (R1) Friday, 3/7 (NA6, NA7, NA8, NA9, NA13) February Release Training Available Friday, 1/31 Sandbox Available Friday, 2/7 (CS3, CS4, CS7, CS9, CS11, CS12, CS13, CS14, CS15, CS17, CS19, CS20, CS30, CS32) Preview Docs Available Wednesday, 1/8 Sandbox Available Saturday, 2/8 (CS5, SR1, SR2) March Staggered Release (R2) Friday, 3/14 (EU0, EU1, EU2, EU3, NA0, NA2, NA3, NA4, NA5, NA10, NA11, NA12, NA14, NA15, NA16) & Saturday, 3/15 (AP0, AP1, CS1, CS2, CS6, CS8, CS10, CS16, CS18, CS33)
  5. 5. Salesforce1 / Mobile Enhancements
  6. 6. What is Salesforce1? Salesforce1 is a brand new way to experience Salesforce from any device and brings all your Chatter, CRM, custom apps, and business processes together in a unified, modern experience for any Salesforce user.   Create custom Publisher actions to take action from anywhere   Receive notifications for posts and approvals that need your attention   Access your custom list views   View a brand new user interface for records, people, and groups.   Choose from a variety of mobile-optimized AppExchange apps to install.   Access all your custom objects and apps through the navigation menu.   Bring Visualforce pages and components into the navigation menu and onto records. REFERENCE: For a full list of Salesforce1 mobile requirements, please see Help & Training.
  7. 7. What are the Enhancements to Social Accounts and Contacts? Spring ‘14 introduces Twitter integration with Salesforce1, so you can connect and see your customer’s Twitter profile on the go.   Use the Twitter card to search for a corresponding Twitter user and select the desired user to be linked to the contact.   View a customer’s Twitter photo, bio, and people in common. Twitter Profile including Photo, Bio, Location, URL and Last Tweet time NOTE: To use this feature, an Administrator will need to add the new Twitter component on the desired Lead, Contact, Account, or Person Account page layouts. People in Common: Tap one to view their Twitter profile
  8. 8. What is SalesforceA? SalesforceA is a mobile app designed specifically for Salesforce administrators. Use it to perform essential user management tasks directly from your mobile device. 1 Tap to search for users in your organization. 2 Tap Frozen users or Locked Out Users to open a list of frozen or locked out users. 3 View the date, time, and type of the next scheduled maintenance. 5 Tap Release Notes to view the latest release notes in HTML format. 3 Verify your username, organization name, and type of organization you’re logged into. 6 2 Tap to open a list of the users you most recently accessed. 4 1 7 Tap to take a short survey. 4 5 6 7
  9. 9. What are the Additional Mobile Enhancements?   Salesforce Touch has been replaced by Salesforce1.   Chatter Mobile for iOS and Android have evolved into Salesforce1.   Salesforce1 for iOS and Android devices as well as Chatter Mobile for BlackBerry are now Connected Apps, providing greater control to organization administrators.
  10. 10. Salesforce Chatter Enhancements
  11. 11. What are the Enhancements to Topics? Topics in Global Search Auto-Complete enables users to quickly jump to Topic Pages by typing topic names in the global search header. In addition to the traditional “My Recent Items” results, users will now also see a sub-item “Topics” which will match against all Topics in the system. Matching to “Interworld” even though user has never visited this page before
  12. 12. Topics for Objects   Topics for objects allow users to add topics to records to organize them and does not require Chatter to be enabled. –  Setup | Customize | Topics | Topics for Objects   Use Topics to filter your list views.   Admins and developers no longer have to build custom “tagging” solutions to organize standard and custom objects.
  13. 13. Topics for Objects With Topics for Objects, Administrators now have the ability to enable specific objects for Topic assignments, eliminating the concept of “Public Tags” and replacing it with a Topic Editor Component on record detail pages. Click Topics to edit existing topics; remove existing topics or add new ones. Opportunity Enable topics for Opportunities Topic Suggestions: Opportunities
  14. 14. Topics for Objects Once you’ve added topics to records, create list views to organize your records by Topic.
  15. 15. Topics for Objects Topic suggestion technology can be extended to the field level of a record. This is particularly useful when enabling topics for objects on a custom object.
  16. 16. Knowledgeable People and Endorsements A new Knowledgeable People widget surfaces people on Topic Pages who are identified/endorsed as knowledgeable. Users can hide themselves if they do not wish to be listed as knowledgeable. Users can endorse one another as knowledgeable on topics. Peer endorsements are weighted the heaviest when determining who is knowledgeable on a topic.
  17. 17. Chatter Group Announcements Chatter Group Announcements, also called sticky notes, let Group Managers and Owners highlight a persistent announcement in the Chatter group. NOTE: Announcements are shown at the top of the group feed in Salesforce1, and on the left side of the group in Salesforce, and expire at 11:59 pm for whatever the orgs time zone is.
  18. 18. Chatter Group Actions   Customize information and layouts for Groups with the new Groups node within the Setup menu.   With the addition of Chatter Group Announcements, two new Publisher Actions have been created. –  The New Group action is a global action that can be added to the global publisher layout, the group publisher layout, and the publisher layout for any object. –  The New Group Member action is an object-specific action (for groups only) available by default in the list of actions on the page layout editor for group layouts.
  19. 19. Email to Groups   Archived groups don’t count toward your group membership limit. For example, if you're a member of 100 groups, of which 10 are archived, you can request to join 10 more groups.   With Email to Groups, group members can now post to a Chatter group directly from an email. CUSTOMER IDEA: Email to Groups was submitted by a customer via the Idea Exchange.
  20. 20. Communities Enhancements
  21. 21. Salesforce Communities   Online platform that enables collaboration between staff, partners, and constituents   Like a customer portal, but with rich social interaction   Customized, branded user interface, using either Site.com or Visualforce   Examples:   Training and support community   Advocacy forum   Student or alumni community
  22. 22. What are the Enhancements to Communities?   Moderation Enhancements   Salesforce1 Support for Communities   Private Messages in Communities   Knowledgeable People   Badging with Work.com
  23. 23. What are the Enhancements to Community Moderation? Spring ‘14 makes it even easier to moderate your communities:   Community members can now flag posts, comments, or files that they find inappropriate.   Set up triggers to automatically flag posts, comments, or files that meet certain defined criteria. File detail page
  24. 24. What are the Enhancements to Community Moderation? (cont.)   Audit Trails, made available via the NetworkActivityAudit object, track when: -  A post, comment, or file is flagged. -  A flag on a post, comment, or file is removed -  All flags on a post or comment are removed -  A post, comment of file is deleted   Community moderators can now use custom report types to view an audit trail within their community.   The admin can create a trigger to automatically flag a post, comment, or a file; only moderators can see items flagged through a trigger  
  25. 25. What are the Salesforce1 Enhancements to Communities? DEFINITION: Salesforce1 is an enterprise-class mobile app that gives you real-time access to the same information within your organization. With Spring ‘14, you can now enable Communities in Salesforce1.   Users can switch between communities and internal organizations on Salesforce1 with just a tap on the Community Switcher.   Chatter is divided into three menu options for: Search the community –  Feeds –  People –  Groups Community tabset   Search is scoped by community and returns only items from the current community.   The following areas of the app can be branded per community: –  Login page –  Splash page –  Publisher Community switcher NOTE: You can enable Salesforce1 to view the community associated with your organization.
  26. 26. What are the Messaging Enhancements to Communities?   Users can now send secure Private Chatter messages to other community members. –  Default off is enabled from the Miscellaneous tab in Setup. –  Private conversations can include up to 10 people. •  No one can be added or removed from the conversation after the first message. –  Messages can be sent: •  From the member’s profile •  From the Messages link on the Chatter tab •  By hovering over a member’s name or picture and selecting Send a Message NOTE: Within the Salesforce user interface, a user must log into a community to initiate a Chatter message to another community member.
  27. 27. What is Knowledgeable People? DEFINITION: Knowledgeable People and Endorsements allow users to discover who is knowledgeable about any particular topic. A new Knowledgeable People widget surfaces people on Topic Pages who are identified/endorsed as knowledgeable. Users can hide themselves if they do not wish to be listed as knowledgeable. Users can endorse one another as knowledgeable on topics. Peer endorsements are weighted the heaviest when determining who is knowledgeable on a topic.
  28. 28. What are the Enhancements to Badging in Communities? DEFINITION: Work.com is a social performance-management tool that helps managers and teams learn faster and perform better. In Spring ‘14, community members can now give and receive badges and recognition in Communities across their network of employees, customers, partners, suppliers and distributors. While Badging in Communities leverages the same technology from Work.com, separate Work.com licenses are not required. New Recognition tab Badges Given or Received List of badges
  29. 29. Salesforce Orders
  30. 30. What are Salesforce Orders? DEFINITION: Salesforce Orders are entered for closed deals using the Product details from the Opportunity or a Quote or from an external e-commerce system. Sales Reps can review the status of past and present orders, while service reps can provide details about the status of current orders when interacting with the customer. Sales Cloud Oppty. Service Cloud Contract Service Quote Entitlement Order Order Product Back-End Systems Order Fulfillment Billing Financials Case Asset
  31. 31. What are Salesforce Orders? (cont.) Salesforce Orders can be enabled and configured via Setup | Customize | Orders | Settings Enable Orders Option to add Orders Related List when Orders enabled Preference to enable Reduction Orders Preference to enable Negative Quantities on Order Products NOTE: Orders are automatically enabled for new organizations.
  32. 32. What are Salesforce Orders? (cont.) Orders can be added as related lists on the Accounts and Contracts detail pages. Orders related list on Contract Orders related list on Account Create New Order on Account Create New Order on Contract
  33. 33. Service Cloud Enhancements
  34. 34. What are the Enhancements to Case Feed? With Spring ‘14, you can now drag and drop files from your computer or Salesforce directly into an email message in Case Feed.
  35. 35. What are the Enhancements to Case Feed? (cont.)   Add inline images to your email messages in Case Feed to include pictures to enhance your text.   Resize the message pane in the Case Feed email publisher to see more or less of the message you’re writing or replying to. Click to upload or link to the image you want Click and drag to change the size of the message pane
  36. 36. What are the Enhancements to Case Feed? (cont.) Use Visualforce pages as custom components in Case Feed to give support agents easy access to special tools or functionality while they’re working with cases.
  37. 37. What are the Enhancements to Salesforce Knowledge? Knowledge One is now available as a widget you can plug in to the Salesforce Console for Service, and allows you to:   Attach a knowledge article (draft or published) or an external source to the case in one click.   Share an article or external source as a URL.   Email an article or external source as a PDF.   Create and manage articles. If the space available is less than 500px, component switch to widget mode If the space available is more than 500px, component switch to full mode Note: Knowledge One is a responsive component. It will adapt to the size that is available to use the space in the best way
  38. 38. What are the Enhancements to Salesforce Knowledge? (cont.) Create reports by data category to find the top articles, contributors, linked articles, and more. A new filter type is available on Article Reports to be able to filter on Data Category Group Report are then filtered. All Article CRTs support data category filtering except Article Version History You can add multiple filters on the same category and multiple categories.
  39. 39. What are the Enhancements to Salesforce Knowledge? (cont.) Spring ‘14 brings the ability to attach topics to an article to improve search quality. Suggested topics are automatically provided. From the Article view/details page, attach topics to the article. Salesforce will suggest topics based on content and previous topics that were attached. Once attached, Topics are searchable and boost at the same as article title.
  40. 40. What are the Enhancements to Salesforce Knowledge? (cont.) Salesforce Knowledge will help reduce the time-to-resolution of agents by automatically suggesting articles that have been used to solve similar cases. Suggested Articles relevant for the current Case appear below the Knowledge search box.
  41. 41. Break for 2-3 Questions
  42. 42. Analytics Enhancements
  43. 43. What are the Enhancements to Reports? With the Spring ‘14 release, users can now sort multiple levels of groupings in a report, each in its own way.   Previously, you had to create a tabular dashboard component to see this information. Each Type grouping is in turn grouped by Stage
  44. 44. What are the Enhancements to Reports? (cont.)   When reading a report, users can now choose to have the header rows at the top or left of the report stay visible. Show or hide floating headers for Summary and Matrix reports by clicking on the dropdown arrow   Users can also now export a report without the footer information that’s normally displayed when users export a report to an Excel or .csv file. CUSTOMER IDEA: Floating Headers and exported reports without footers were submitted by a customer via the Idea Exchange.
  45. 45. What are the Enhancements to Reports? (cont.) With Hide Unused Report Types, you can set up the Create Report page to display only the report types your users actually need. View all (hidden and visible) report types. Admins can hide standard report types by selecting specific report types. NOTE: Hidden report types don’t show up when you use the search box on the Create New Report page. If you hide all the report types in a folder, the folder is hidden too.
  46. 46. What are the Enhancements to Dashboards? With named dashboard filters, dashboard users can now choose their preferred filter by name.
  47. 47. What are the Enhancements to Dashboards? (cont.) When you run a dashboard, units can now be displayed in decimals and percentages.
  48. 48. Force.com Customization Enhancements
  49. 49. What is the Data Import Wizard? The Data Import Wizard provides a unified interface that lets you import data for a number of standard Salesforce objects as well as custom objects.
  50. 50. What is the Data Import Wizard? (cont.) The streamlined user interface makes uploading data files and mapping data fields easier than ever.
  51. 51. What is the Data Import Wizard? (cont.) A simple, elegant feedback page tells you number of imported records, count of records from mapped fields, and data that is not included in the import.
  52. 52. What are Feed-Based Page Layouts? Make it easier for your users to work with account, contact, lead, opportunity, and custom object records by creating feed-based layouts, which include two separate views: one for the record’s feed and one for its details. 4 1 Toggle between tabs to switch between the feed view and the detail view. 1 2 5 6 2 Create related records or tasks from the publisher. 3 Record feed shows activity on the record. 3 4 Custom buttons or links your Admin has added. Follow and see who else 5 is following the record. Choose which information 6 in the feed you see with filters.
  53. 53. What are the Enhancements to Visual Workflow? Spring ‘14 introduces a new workflow action, Flow Trigger (Pilot), which launches a flow when the workflow rule criteria are met. The new feature allows users the ability to trigger logic only Flows from a Workflow Rule:   No longer requires a person to click a button or URL to kick off the flow   Combines the trigger automation from a Workflow rule with the power of Flow to do work on multiple objects   Powerful enough to replace some of your apex triggers. NOTE: Flow triggers have special behaviors and limitations. See “Flow Trigger Considerations – Pilot” in Salesforce Help for more information.
  54. 54. What are the Enhancements to Visual Workflow?   Flows now support DateTime as a data type.   Automatic Picklist Support shows available choices in the Cloud Flow Designer. Trigger a logic-only Flow from a Workflow Rule (Pilot):   sObject variables (Pilot) are available through the Launch Flows from Workflow Rules (Pilot) program. Flow now supports passing a reference to a salesforce object within the Flow so that you don’t have to map all the individual fields to variables. You can access all the available fields in an object and operate on them in a Flow.   Collections & Looping (Pilot) - The ability to operate on more than one record at a time via Collections is now available in the Pilot. Query multiple records, iterate and/or operate on each one and save the batch.   Debug logs now available for (Pilot) Flows triggered from Workflow Rules
  55. 55. What are the Enhancements to Permission Sets? With Spring ‘14, you can now assign multiple users and revoke multiple user assignments from a permission set. Assignments button is in the toolbar now Add Assignments takes you to the User List Views page Easily remove users assignments
  56. 56. What are the Enhancements to Permission Sets? (cont.) Messages tell you which users were assigned and which ones weren’t Use existing list views or create new ones This is the same validation we do when assigning any permission set Feedback screen showing you the results of assigning users
  57. 57. What are the Enhancements to Security? A number of security enhancements have been made in Spring ‘14 to protect both your data and applications. Below are the enhancements specific to logging in to Salesforce. When logging in to Salesforce:   You can now hide your answer to a password reset question.   Salesforce’s login page remembers usernames from past logins, across multiple organizations or custom domains, making it easier for users to keep track of their multiple accounts.   Admins can: –  Specify a login_hint for the username to the authorization endpoint. –  Add a Custom Domain link to the Salesforce Login page if they created a custom domain for their organization using My Domains. REFERENCE: For a full list of the Spring ‘14 enhancements to security, please see the Release Notes.
  58. 58. Force.com Development Enhancements
  59. 59. What are the Enhancements to Sandbox? Generally Available in Spring ‘14, Partial Data sandboxes include all of your organizations Metadata and add a selected amount of your production organization’s data that you define using a sandbox template. 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 Copy/ Object) None 5 10 15 200MB 1GB (~500K records) 5GB (2.5M records) Match production Bundled Developer Sandboxes Sandbox Size
  60. 60. What are the Enhancements to the Developer Console?   Access basic search and replace functionality in the Developer Console using standard keyboard shortcuts. Function Shortcut Search CTRL+F Find Next CTRL+G Find Previous CTRL+SHIFT+G Replace CTRL+SHIFT+F Replace All CTRL+SHIFT+R   Change the API version of an entity directly from the Developer Console’s Source Code Editor.   Toggle full screen editing from the Developer Console Source Code Editor by clicking F11.   Set the font size and display theme in your preferences.   Refresh test and code coverage results by clicking Test | Clear Test Data.   App publishers who use the License Management App (LMA) to log in to subscriber organizations to support and troubleshoot their packages can use the View State tab to debug their Visualforce pages.   The Visualforce Development Mode footer isn’t available in Visualforce page preview windows launched from the Developer Console.
  61. 61. What are the Enhancements to Visualforce?   Spring ’14 brings Visualforce Remote Objects (Pilot) which are proxy objects that allow basic DML operations on sObjects directly from JavaScript –  Access definitions, written in Visualforce using the new Remote Objects components, generate a set of JavaScript proxy objects. –  Data access functions, written in JavaScript, use the proxy objects to perform create, select, update, and delete operations on your data.   The namespace attribute has been added, allowing you to specify a JavaScript namespace to add to functions generated by the <apex:actionFunction> component.   Use the <analytics:reportChart> component to add Salesforce report charts to a Visualforce page.
  62. 62. Embedded Analytics Embedded Analytics now lets you add charts within Salesforce1 or within any Visualforce page with just one line of code.
  63. 63. What are the Enhancements to Force.com Canvas? With Spring ‘14, Force.com Canvas enables you to expose your canvas apps as publisher actions.
  64. 64. What are the Enhancements to Force.com Canvas? (cont.) Expose your canvas apps as feed items, giving users information about what’s happening inside of Salesforce and information about record and groups they’re following. Click the link to expand or collapse the Canvas App in the feed. The Canvas App will expand directly inside the Chatter Feed
  65. 65. Deployment Monitoring Using the Unified Deployment Monitoring Console, you have one place to monitor all your deployments with detailed insight into the progress, error messages, and upcoming jobs, all in real time! Real-time deployment tracking with error messages Cancel a failing deploy to fix the issue Set It and Forget It Launch multiple deployments at the same time Streamlined Steps
  66. 66. Deployment Monitoring (cont.) Detailed history for every deployment, including error messages Highlights long running apex tests to help improve deployment time
  67. 67. Your Questions
  68. 68. Learn More! www.salesforce.com/newfeatures
  69. 69. Learn More! powerofus.salesforcefoundation.org