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.

1. Highlights of Spring ’14
Nonprofit & Higher Education
Evan Callahan
Force.com Developer

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. What’s New in Spring ’14?
 Salesforce1 / Mobile
 Salesforce Chatter
 Communities
 Service Cloud
 Analytics
 Force.com Customization
 Force.com Development

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. Salesforce1 / Mobile
Enhancements

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. 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. 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. 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. Salesforce Chatter
Enhancements

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. 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. 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. Topics for Objects
Once you’ve added topics to records, create list views to organize your records by Topic.

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. 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. 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. 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. 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. Communities Enhancements

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. What are the Enhancements to Communities?
 Moderation Enhancements
 Salesforce1 Support for Communities
 Private Messages in Communities
 Knowledgeable People
 Badging with Work.com

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. 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. 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. 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. 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. 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. Salesforce Orders

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. 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. 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. Service Cloud
Enhancements

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. 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. 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. 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. 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. 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. 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. Break for 2-3 Questions

42. Analytics Enhancements

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. 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. 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. What are the Enhancements to Dashboards?
With named dashboard filters, dashboard users can now choose their preferred filter by name.

47. What are the Enhancements to Dashboards? (cont.)
When you run a dashboard, units can now be displayed in decimals and percentages.

48. Force.com Customization
Enhancements

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. What is the Data Import Wizard? (cont.)
The streamlined user interface makes uploading data files and mapping data fields easier than ever.

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. 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. 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. 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. 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. 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. 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. Force.com Development
Enhancements

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. 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. 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. Embedded Analytics
Embedded Analytics now lets you add charts within Salesforce1 or within any Visualforce page with just one line of
code.

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. 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. 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. Deployment Monitoring (cont.)
Detailed history for
every deployment,
including error
messages
Highlights long
running apex tests to
help improve
deployment time

67. Your Questions

68. Learn More!
www.salesforce.com/newfeatures

69. Learn More!
powerofus.salesforcefoundation.org