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BrightGen's Spring 15 Salesforce Release Overview Webinar
The Salesforce Spring '15 release webinar covered new features such as the Lightning Process Builder, improved duplicate management, and updates to the Service Cloud. Enhancements include the ability to create records, manage process versions, and block duplicate creation, alongside new file management capabilities and integration with social media platforms. Additional tools like Sales Path and updated reporting functionalities were also discussed, along with changes in browser support and deployment processes.
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BrightGen's Spring 15 Salesforce Release Overview Webinar
- 1. Salesforce Release Webinar Spring15 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 Spring15 Release – Lightning Process Builder – Duplicate Alerts and Blocking – Service Cloud – Chatter – Files – Salesforce1 – Platform • Q&A
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- 5. Browser Support • Supportfor IE7/8 discontinued • Effective Summer 15 • June/July 2015
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- 7. Single View ofProcess
- 8. Actions • Create arecord • Update any related record • Launch a flow • Quick action • Send an email • Post to chatter • Submit record for approval • Execute Apex method
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- 10. Versions • Up to50 versions of a process – Only one live • Clone process – As new version – As separate process
- 11. Process Builder -Other • Trigger process multiple times – Re-evaluate after change – Up to 5 times • Is Changed filter operator – Replaces ISCHANGED() function
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- 13. Duplicate Management • NowGA • Block/highlight duplicate creation • Uses Data.com • Requires setup
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- 20. Social Customer ServiceStarter Pack • Up to two social accounts • Twitter and Facebook • Cannot downgrade from Radian6 • All posts become cases – No moderation capability
- 21. Service Other • Draftarticles only created on Save • 50,000 articles per org (up from 10,000) • Clone Console applications • Asset sobject is now 1st class – Tab, Record Types, Field History
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- 23. Add Records toChatter Groups
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- 25. Create Task Action •Not on system posts • Generates an update in the users feed • Appears in My Tasks on Home Page • Fields are fixed
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- 27. Files 1. New Filessetup node 2. Content moved 3. Files Sync has moved 4. Files connect has moved
- 28. Files - Other •Page layouts supported • Record types supported • Up to 10,000 synced files • Supports Windows 8/8.1 and Mac OS X Yosemite
- 29. Files - Other •Sync shared files – Chatter feed – File lists – File detail pages – Owned by other users • Connect to OneDrive for Business
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- 31. Google Maps • Standardaddress fields only • Must include: – Street – City – State or Postal Code or Country • Does not support zoom – Tap to open in maps app
- 32. See More ListViews • Phones only • Up to 200 list views
- 33. Duplicate Checking • Default– check on save • Optional – check as fields completed
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- 35. Actions Availability • Relatedlists for standard objects – Create new records • Search results – Create new records – Sort search results
- 36. Salesforce1 - Other •Address field auto-complete • Add records to groups • Post announcements to groups • Search group feeds
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- 38. Sales Path • Visualguide to opportunity stages • Key fields to complete • Useful information: – Tips for the stage – Chatter links and posts
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- 40. Sales Path Hide Salespath Tap to continue to next stage Mark any stage as current
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- 42. Quick Deploy • Skipapex tests when deploying • Must have run in last 96 hours – All passed – At least 75% coverage • No code deployed since tests run
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- 44. Apex Flex Queue •Queue up to 100 batch jobs – Previously 5 • New ‘Holding’ status – All jobs start with ‘Holding’ status – ‘Queued’ when system resources available • Administrator can reorder
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- 46. Platform - Other •Create/edit records owned by inactive users • Delegated admin can manage public groups • Geolocation fields are GA
- 47. Reporting • Report notifications -Subscribe to a report - Notified on key metrics • Report export/print - Optionally require high assurance session • Reports/Dashboards Clickjack Protection - Embedding in iframe not supported
- 48. More Information • http://sforce.co/1xqaRVO •Release Notes • Feature Videos • Training
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