The document provides an overview and summary of enhancements in Salesforce Summer '14, including:
- Enhancements to Salesforce1 such as drilling to reports from dashboards and publisher actions showing when Chatter is disabled.
- New features for Chatter such as topics in Salesforce1 and record and engagement reports for files.
- Improvements to communities like the new engagement console and reputation levels.
- Security enhancements such as increased password requirements and automatic logout on session timeout.
- Additional changes to files, setup, analytics, and customization capabilities.
Become a Connected Nonprofit with NGO Connect Salesforce.org
The mobile and social era has transformed the way nonprofits connect with their supporters, they want a direct and immediate connection with those who share their values and can help advance their mission. Successful nonprofits must now deliver the anytime, anywhere, collaborative experience that today’s donors and volunteers expect and we have a solution that will help you...
- Get a complete picture of funders, campaigns and supporters
- Streamline event planning and execution
- Recruit, track and manage all of your volunteers
- Manage a lifetime of changes to deliver highly personal experiences
- Measure impact and report in real-time on fundraising and program effectiveness
The Salesforce.com Foundation is excited to launch - NGO Connect, a new app that helps nonprofits connect every aspect of their work to transform how they build and retain lifetime relationships with their constituents and the communities they serve.
NGO Connect helps nonprofits deliver greater impact by enabling them to innovate faster and connect with their constituents in a whole new way. Today’s Connected Nonprofit can execute at scale to get the job done, it makes the world’s leading social, mobile and cloud Salesforce1 platform even more powerful to the nonprofit sector.
Nonprofits of all sizes can now benefit from the sector’s emerging best practices and accelerate their ability to manage their greatest asset – a lifetime relationship with their constituents.
Learn more on our website and register now for our upcoming webinar to get a glimpse of what it truly means to Become a Connected Nonprofit.
1:1 Journeys Driving the Personalized Constituent ExperienceSalesforce.org
Whether it be driving change in civil society or the delivery of quality education, social change requires authentic engagement. 1:1 lifecycle and lead qualification marketing campaigns provide a great framework for building authentic relationships. Two leading innovators will share their real-world experiences and showcase how they’ve achieved phenomenal success.
Nonprofits are transforming the social sector and philanthropy by connecting their communities in powerful ways. Hear how nonprofits are leveraging Salesforce for Nonprofits to disrupt the status quo and revolutionize how they connect employees, supporters, partners and programs to accelerate the pace of change.
Built for the social and mobile era, learn how Salesforce for Higher Ed enables you to become a Connected Campus, place students at the center of everything you do, and achieve breakthrough performance across the student lifecycle. Then learn how an esteemed higher education institution is using Salesforce to increase productivity, streamline systems and processes, and create a more efficient engagement platform with their constituents. They will also share how this fits into a campus-wide CRM strategy for fostering and building relationships across the entire student lifecycle in a phased approach.
Please join us to see a product demonstration for NGO Connect. We will review the product offering, and include time for Q&A during this information session. Join us to learn more about NGO Connect.
Presenters:
Lori Freeman, Director of Product Marketing - Nonprofit, Salesforce.com Foundation
Dario Mallerman, Sales Engineer, Salesforce.com Foundation
Email Marketing Journeys for Social ImpactSalesforce.org
Nonprofits and universities are deepening their relationships with modern email marketing programs. This presentation will help you learn from leading practitioners in the social sector. Learn how to manage multi-channel campaigns, use data to create personalized, dynamic and predictive content, and more.
Salesforce for Nonprofits: Turn Big Data into Social ChangeSalesforce.org
Salesforce Analytics Cloud is Analytics for the Rest of Us and leading nonprofits are already showing how big data can help solve the world’s complex problems. Learn how Project 8 is using Analytics Cloud to help ensure that the 8 billion people that will live on this earth in 15 years will have the food, water, and energy they need.
In terms of tech adoption and usage, the public sector is between 5-10 years behind the private sector. Here is an overview of the major factors affecting this tech lag.
Become a Connected Nonprofit with NGO Connect Salesforce.org
The mobile and social era has transformed the way nonprofits connect with their supporters, they want a direct and immediate connection with those who share their values and can help advance their mission. Successful nonprofits must now deliver the anytime, anywhere, collaborative experience that today’s donors and volunteers expect and we have a solution that will help you...
- Get a complete picture of funders, campaigns and supporters
- Streamline event planning and execution
- Recruit, track and manage all of your volunteers
- Manage a lifetime of changes to deliver highly personal experiences
- Measure impact and report in real-time on fundraising and program effectiveness
The Salesforce.com Foundation is excited to launch - NGO Connect, a new app that helps nonprofits connect every aspect of their work to transform how they build and retain lifetime relationships with their constituents and the communities they serve.
NGO Connect helps nonprofits deliver greater impact by enabling them to innovate faster and connect with their constituents in a whole new way. Today’s Connected Nonprofit can execute at scale to get the job done, it makes the world’s leading social, mobile and cloud Salesforce1 platform even more powerful to the nonprofit sector.
Nonprofits of all sizes can now benefit from the sector’s emerging best practices and accelerate their ability to manage their greatest asset – a lifetime relationship with their constituents.
Learn more on our website and register now for our upcoming webinar to get a glimpse of what it truly means to Become a Connected Nonprofit.
1:1 Journeys Driving the Personalized Constituent ExperienceSalesforce.org
Whether it be driving change in civil society or the delivery of quality education, social change requires authentic engagement. 1:1 lifecycle and lead qualification marketing campaigns provide a great framework for building authentic relationships. Two leading innovators will share their real-world experiences and showcase how they’ve achieved phenomenal success.
Nonprofits are transforming the social sector and philanthropy by connecting their communities in powerful ways. Hear how nonprofits are leveraging Salesforce for Nonprofits to disrupt the status quo and revolutionize how they connect employees, supporters, partners and programs to accelerate the pace of change.
Built for the social and mobile era, learn how Salesforce for Higher Ed enables you to become a Connected Campus, place students at the center of everything you do, and achieve breakthrough performance across the student lifecycle. Then learn how an esteemed higher education institution is using Salesforce to increase productivity, streamline systems and processes, and create a more efficient engagement platform with their constituents. They will also share how this fits into a campus-wide CRM strategy for fostering and building relationships across the entire student lifecycle in a phased approach.
Please join us to see a product demonstration for NGO Connect. We will review the product offering, and include time for Q&A during this information session. Join us to learn more about NGO Connect.
Presenters:
Lori Freeman, Director of Product Marketing - Nonprofit, Salesforce.com Foundation
Dario Mallerman, Sales Engineer, Salesforce.com Foundation
Email Marketing Journeys for Social ImpactSalesforce.org
Nonprofits and universities are deepening their relationships with modern email marketing programs. This presentation will help you learn from leading practitioners in the social sector. Learn how to manage multi-channel campaigns, use data to create personalized, dynamic and predictive content, and more.
Salesforce for Nonprofits: Turn Big Data into Social ChangeSalesforce.org
Salesforce Analytics Cloud is Analytics for the Rest of Us and leading nonprofits are already showing how big data can help solve the world’s complex problems. Learn how Project 8 is using Analytics Cloud to help ensure that the 8 billion people that will live on this earth in 15 years will have the food, water, and energy they need.
In terms of tech adoption and usage, the public sector is between 5-10 years behind the private sector. Here is an overview of the major factors affecting this tech lag.
Crafting the Ultimate 1:1 Student Expereince WebinarSalesforce.org
You know a lot about your constituents, but are you leveraging that data to deliver relevant marketing campaigns to increase recruiting and admissions performance, redefine the student experience, fortify alumni relations, and increase fundraising efforts? Your constituents expect 1:1 experiences – communications that provide the information they need the moment they need it. Join us to learn about how ExactTarget can help you plan and optimize the student experience, deliver personalized content across all channels and measure your impact. The University of Texas at Austin McCombs School of Business will also share and demo how they are using ExactTarget to segment their constituents for more personalized interactions and manage their preferences.
Who Should Attend:
IT, Recruiting, Admissions, Student Affairs, Student Services, Advancement, Outreach, and Marketing Professionals
Speakers:
Vadim Gorelik
Assistant Director, Enterprise Systems
The University of Texas at Austin McCombs School of Business
Susan Marshall
Senior Director, Product Marketing
Salesforce
Sandra Sanvido
Senior Director, Higher Education Product Marketing
Salesforce Foundation
Are you a Salesforce expert interested in pro bono volunteering with nonprofits? Join us to learn about the needs of nonprofits, how you find them, what's different in nonprofit Salesforce orgs, and best practices for pro bono engagements. Stick around after the session to mix with nonprofit professionals at the DevZone Welcome Reception.
The document discusses new features being released in Salesforce Winter '15, including enhancements to Salesforce1 mobile app, Sales Cloud, Service Cloud, and more. Key highlights include improved global search, action bar, and productivity features in Salesforce1 mobile app, as well as the introduction of duplicate management and community templates. Admins can now control whether duplicate records are allowed to be created and customize duplicate detection logic. New community templates make it easier to build self-service sites using templates focused on knowledge, cases, and chatter questions.
Connected Campus Collage: Tales of Using Salesforce Across the LifecycleSalesforce.org
The idea of a Connected Campus is the ability to connect to all constituents in a whole new way leveraging social, mobile and cloud technologies on a single unified platform. While some are already there, many are still on a journey to becoming a Connected Campus where they use Salesforce as a system of engagement across the entire student lifecycle. Join us to learn how University of Minnesota, Tulane University, and George Mason University School of Business are using Salesforce across the student lifecycle and their journeys to become a connected campus.
Northeastern University boosts campus collaboration and student success with ...Salesforce.org
Nick Zinser, Director of Enrollment Systems at Northeastern University, shares insights on how they are using Salesforce to achieve a culture of success.
Higher Ed Will Never Be The Same Again - Introducing Salesforce1 for Higher E...Salesforce.org
Higher Ed Will Never Be the Same Again - Introducing Salesforce1 for Higher Ed and Advancement Connect
The Salesforce.com Foundation is excited to announce Salesforce1 for Higher Ed and Advancement Connect. Never before have those seeking to transform the campus experience had as complete and powerful a set of solutions to help them innovate.
Salesforce1 for Higher Ed - a new set of end-to-end solutions built on the world’s leading Salesforce1 Platform, empowering colleges and universities to create Connected Campuses, connecting with students, faculty and alumni in entirely new ways.
Advancement Connect - a new app that enables universities of all sizes to manage fundraising, event management, volunteer management and more–all in one place and from any device. With Advancement Connect, universities are empowered to optimize alumni lifetime value and nurture donor relationships.
With Salesforce1 for Higher Ed and the Advancement Connect app, universities can become Connected Campuses–connecting with their prospects, students, alumni, faculty and staff through social, mobile and cloud technologies. Built for the social and mobile era, Salesforce1 for Higher Ed enables you to become a Connected Campus, place students at the center of everything you do, and achieve breakthrough performance across the entire student lifecycle. Leverage Salesforce for recruiting, student success, advancement, marketing, and community engagement.
Get a glimpse of what it truly means to Become a Connected Campus by attending our upcoming webinar.
Educational institutions are being challenged to become more flexible, responsive, efficient, and focused on serving students' needs. Join us to learn how Wayne State University developed a Student Service Center where phone calls, emails, and walk-in visits from prospective and current students are aggregated at a central location, enhancing recruitment and retention by providing service that is responsive and accountable. Delivering superior customer service every day also requires strong business processes and continuous improvement practices to be effective. Wayne State will share how they leverage ERP data while listening to students, provide prompt responses and solve problems to improve the student experience.
Who Should Attend:
Student Services
Student Affairs
Academic Affairs
IT
Speakers:
Ann Elinski, Assistant Director of the Student Service Center, Wayne State University
Ann received a Bachelor's Degree in English and Spanish language, and a Master's Degree in Business Administration, from Eastern Michigan University. Elinski has spent the past thirteen years in Higher Education specializing in student service. Ann currently acts as the Salesforce super user for the Division of Enrollment Management.
Nicole Brandenburg, Associate Director of Campaigns for Salesforce CRM, Wayne State University. Nicole previously worked in the undergraduate admissions office at WSU and transitioned to her current role when the university first brought a CRM solution to the campus in 2010. Nicole works closely with the university's Marketing office, Enrollment Management units and various departments to assist in the development of communication plans and implementation.
Adam Lincoln, Lead Systems Integrator, Wayne State University
Adam Lincoln is a developer for central IT at Wayne State University, working primarily on native salesforce.com development and integration with campus systems. He has been writing software for 10 years, ranging from web applications to terminal utilities. Previously, Adam taught physics and astronomy courses and analyzed experimental data.
Watching graduation rates soar; increasing on-time graduation; boosting student retention and persistence; improving the overall student experience. These all sit high on the priority list for most colleges and universities. For some, departmental silos or lack of quality data act as barriers to student success. However, others have embraced the concept of campus collaboration and committed to leveraging investments in systems across multiple departments. Join us to learn how Fresno Pacific is using the power and flexibility of the Salesforce Platform to track and help administer a variety of Student Services, despite very limited staffing dedicated to development. Applications are active for Tutoring, Campus Nurse/Medical Records, Mentoring and Retention, Fitness Center, Helpdesk, Conduct Management (discipline), with plans for continued expansion.
Getting Started with Salesforce for Non-Profits by Nik PanterSalesforce Admins
Nik Panter provides five steps for nonprofits to get started with Salesforce:
1. Complete trails on Trailhead to learn the platform for free.
2. Leverage the Power of Us Hub and Success Community for nonprofit-specific resources and user groups.
3. Join local user groups and nonprofit user groups for training and support.
4. Watch YouTube videos that are available anywhere.
5. Consider external assistance from partners if needed.
Helping Gamechangers Change the World - Introducing Salesforce1 for Nonprofits Salesforce.org
Each and every day, millions around the world work tirelessly to pickup where others have left off...
· Feeding and housing the poor
· Delivering care to those in need
· Conserving earth’s most precious resources
· Speaking up for those without a voice.
The Salesforce.com Foundation is honored that gamechangers at more than 22,000 nonprofits choose salesforce.com’s cloud, social and mobile technologies to help them deliver so many different solutions to improve communities around the world.
And that is why we are so excited to unveil Salesforce1 for Nonprofits – the most complete solution set in the nonprofit industry.
Salesforce1 for Nonprofits offers solutions for program management, community engagement, marketing communications and fundraising to empower nonprofits to run their organizations from their phones. It is built from the ground-up for the mobile and social era.
Learn more and register now for next week’s webinar to get a glimpse of the future of the nonprofit social change community.
Gamechangers, your time has come.
Explore with ASU how we look toward our community outreach of our K-12 programs through our recruitment process, service to our current students and long-term affinity of our alumni, visitors and events to build on our mission and realize the potential of connections that our experimentation with Salesforce is enabling.
Connected Nonprofits and Campuses don’t just connect their marketing programs, they also connect marketing with their broader CRM program. This session highlights leading examples from both the nonprofit and university space for how to best connect marketing and CRM.
Presentation from Salesforce.org Higher Ed Summit 2018 by: Nathalie Mainland, Jason Belland, Geshri Gunasekera, Margo Martinez, Keld Bangsberg.
Join our industry solutions directors as we discuss the amazing momentum with HEDA (Higher Ed Data Architecture) and Salesforce Advisor Link, including the latest developments and roadmap moving forward. Whether you’re considering moving to HEDA, adopting Advisor Link, this session will provide an opportunity to ask questions and learn about hot topics like compatibility and much more. We’ll also take a deeper dive into the exciting work going on in the Advancement and Recruiting and Admissions spaces.
Watch a recording of this presentation: https://youtu.be/0c6yIuEGZyk
Intro to the Higher Education Advisory CouncilSalesforce.org
The Higher Education Advisory Council is a community-led group of Salesforce users from schools across North America and Europe. The council is supported and recognized by Salesforce.org and serves the community through volunteerism and initiatives designed to help the higher education industry in its use of Salesforce on campus.
Delivering superior customer service every day requires not only a student-centric culture but strong business processes and continuous improvement practices to be effective. Learn how Wayne State leverages ERP data while we listen to customers, provide prompt responses and solve problems to improve the student experience.
Introduction to the Higher Education Advisory CouncilSalesforce.org
The Higher Education Advisory Council aims to help Salesforce better serve higher education institutions. The Council fulfills its mission by leveraging expertise, sharing best practices, identifying needs, and advocating for solutions. Council membership offers opportunities to network, participate in initiatives, share knowledge, and help inform Salesforce's product development. Council members are expected to actively participate in calls, committees, and events to provide feedback and represent the needs of higher education clients. Nominations for new members are accepted annually with selection based on attributes like leadership, expertise, and contributions to the higher education community.
Super Session- A Day in the Life of a Nonprofit FundraiserSalesforce.org
Learn how you can raise more resources and create more meaningful relationship with your donors. Nonprofit Cloud fundraising experts highlight how this solution can help with your day to day role and showcase exciting innovations available now and in the future in the Nonprofit Cloud.
The document discusses how Salesforce.com uses Salesforce Marketing Cloud to manage marketing collateral, campaigns, and reporting. It describes setting up custom objects to store documents and campaigns, using record types and picklist values to categorize information, and creating dashboards to track key metrics like leads and revenue generated from different campaigns and marketing tactics. Standardizing processes helps Salesforce marketers effectively measure the performance and ROI of various marketing activities.
Become an Expert - Campaign Management and Website Integrationdreamforce2006
The document provides guidance for marketing experts on using Salesforce for integrated campaign management and website tracking. It recommends defining data structures and reports before customizing the Salesforce system. Key areas to focus on include campaign setup, lead management processes, report design, and using AppExchange components to enhance functionality. Additional resources are available to help users maximize the Salesforce marketing solution.
Dean Darwin, VP of North American Channels at F5 Networks, discussed best practices for channel management. He explained how F5 improved channel visibility, reduced conflict, and increased partner loyalty by implementing Salesforce PRM. Partners experienced a 300% increase in deal registrations and doubled their business with F5 through increased opportunities provided by the jointly used PRM system. Elay Cohen, Sr. Director of Product Management at Salesforce, closed by emphasizing the value of an integrated channel management solution and inviting attendees to Dreamforce for more best practices.
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.
Crafting the Ultimate 1:1 Student Expereince WebinarSalesforce.org
You know a lot about your constituents, but are you leveraging that data to deliver relevant marketing campaigns to increase recruiting and admissions performance, redefine the student experience, fortify alumni relations, and increase fundraising efforts? Your constituents expect 1:1 experiences – communications that provide the information they need the moment they need it. Join us to learn about how ExactTarget can help you plan and optimize the student experience, deliver personalized content across all channels and measure your impact. The University of Texas at Austin McCombs School of Business will also share and demo how they are using ExactTarget to segment their constituents for more personalized interactions and manage their preferences.
Who Should Attend:
IT, Recruiting, Admissions, Student Affairs, Student Services, Advancement, Outreach, and Marketing Professionals
Speakers:
Vadim Gorelik
Assistant Director, Enterprise Systems
The University of Texas at Austin McCombs School of Business
Susan Marshall
Senior Director, Product Marketing
Salesforce
Sandra Sanvido
Senior Director, Higher Education Product Marketing
Salesforce Foundation
Are you a Salesforce expert interested in pro bono volunteering with nonprofits? Join us to learn about the needs of nonprofits, how you find them, what's different in nonprofit Salesforce orgs, and best practices for pro bono engagements. Stick around after the session to mix with nonprofit professionals at the DevZone Welcome Reception.
The document discusses new features being released in Salesforce Winter '15, including enhancements to Salesforce1 mobile app, Sales Cloud, Service Cloud, and more. Key highlights include improved global search, action bar, and productivity features in Salesforce1 mobile app, as well as the introduction of duplicate management and community templates. Admins can now control whether duplicate records are allowed to be created and customize duplicate detection logic. New community templates make it easier to build self-service sites using templates focused on knowledge, cases, and chatter questions.
Connected Campus Collage: Tales of Using Salesforce Across the LifecycleSalesforce.org
The idea of a Connected Campus is the ability to connect to all constituents in a whole new way leveraging social, mobile and cloud technologies on a single unified platform. While some are already there, many are still on a journey to becoming a Connected Campus where they use Salesforce as a system of engagement across the entire student lifecycle. Join us to learn how University of Minnesota, Tulane University, and George Mason University School of Business are using Salesforce across the student lifecycle and their journeys to become a connected campus.
Northeastern University boosts campus collaboration and student success with ...Salesforce.org
Nick Zinser, Director of Enrollment Systems at Northeastern University, shares insights on how they are using Salesforce to achieve a culture of success.
Higher Ed Will Never Be The Same Again - Introducing Salesforce1 for Higher E...Salesforce.org
Higher Ed Will Never Be the Same Again - Introducing Salesforce1 for Higher Ed and Advancement Connect
The Salesforce.com Foundation is excited to announce Salesforce1 for Higher Ed and Advancement Connect. Never before have those seeking to transform the campus experience had as complete and powerful a set of solutions to help them innovate.
Salesforce1 for Higher Ed - a new set of end-to-end solutions built on the world’s leading Salesforce1 Platform, empowering colleges and universities to create Connected Campuses, connecting with students, faculty and alumni in entirely new ways.
Advancement Connect - a new app that enables universities of all sizes to manage fundraising, event management, volunteer management and more–all in one place and from any device. With Advancement Connect, universities are empowered to optimize alumni lifetime value and nurture donor relationships.
With Salesforce1 for Higher Ed and the Advancement Connect app, universities can become Connected Campuses–connecting with their prospects, students, alumni, faculty and staff through social, mobile and cloud technologies. Built for the social and mobile era, Salesforce1 for Higher Ed enables you to become a Connected Campus, place students at the center of everything you do, and achieve breakthrough performance across the entire student lifecycle. Leverage Salesforce for recruiting, student success, advancement, marketing, and community engagement.
Get a glimpse of what it truly means to Become a Connected Campus by attending our upcoming webinar.
Educational institutions are being challenged to become more flexible, responsive, efficient, and focused on serving students' needs. Join us to learn how Wayne State University developed a Student Service Center where phone calls, emails, and walk-in visits from prospective and current students are aggregated at a central location, enhancing recruitment and retention by providing service that is responsive and accountable. Delivering superior customer service every day also requires strong business processes and continuous improvement practices to be effective. Wayne State will share how they leverage ERP data while listening to students, provide prompt responses and solve problems to improve the student experience.
Who Should Attend:
Student Services
Student Affairs
Academic Affairs
IT
Speakers:
Ann Elinski, Assistant Director of the Student Service Center, Wayne State University
Ann received a Bachelor's Degree in English and Spanish language, and a Master's Degree in Business Administration, from Eastern Michigan University. Elinski has spent the past thirteen years in Higher Education specializing in student service. Ann currently acts as the Salesforce super user for the Division of Enrollment Management.
Nicole Brandenburg, Associate Director of Campaigns for Salesforce CRM, Wayne State University. Nicole previously worked in the undergraduate admissions office at WSU and transitioned to her current role when the university first brought a CRM solution to the campus in 2010. Nicole works closely with the university's Marketing office, Enrollment Management units and various departments to assist in the development of communication plans and implementation.
Adam Lincoln, Lead Systems Integrator, Wayne State University
Adam Lincoln is a developer for central IT at Wayne State University, working primarily on native salesforce.com development and integration with campus systems. He has been writing software for 10 years, ranging from web applications to terminal utilities. Previously, Adam taught physics and astronomy courses and analyzed experimental data.
Watching graduation rates soar; increasing on-time graduation; boosting student retention and persistence; improving the overall student experience. These all sit high on the priority list for most colleges and universities. For some, departmental silos or lack of quality data act as barriers to student success. However, others have embraced the concept of campus collaboration and committed to leveraging investments in systems across multiple departments. Join us to learn how Fresno Pacific is using the power and flexibility of the Salesforce Platform to track and help administer a variety of Student Services, despite very limited staffing dedicated to development. Applications are active for Tutoring, Campus Nurse/Medical Records, Mentoring and Retention, Fitness Center, Helpdesk, Conduct Management (discipline), with plans for continued expansion.
Getting Started with Salesforce for Non-Profits by Nik PanterSalesforce Admins
Nik Panter provides five steps for nonprofits to get started with Salesforce:
1. Complete trails on Trailhead to learn the platform for free.
2. Leverage the Power of Us Hub and Success Community for nonprofit-specific resources and user groups.
3. Join local user groups and nonprofit user groups for training and support.
4. Watch YouTube videos that are available anywhere.
5. Consider external assistance from partners if needed.
Helping Gamechangers Change the World - Introducing Salesforce1 for Nonprofits Salesforce.org
Each and every day, millions around the world work tirelessly to pickup where others have left off...
· Feeding and housing the poor
· Delivering care to those in need
· Conserving earth’s most precious resources
· Speaking up for those without a voice.
The Salesforce.com Foundation is honored that gamechangers at more than 22,000 nonprofits choose salesforce.com’s cloud, social and mobile technologies to help them deliver so many different solutions to improve communities around the world.
And that is why we are so excited to unveil Salesforce1 for Nonprofits – the most complete solution set in the nonprofit industry.
Salesforce1 for Nonprofits offers solutions for program management, community engagement, marketing communications and fundraising to empower nonprofits to run their organizations from their phones. It is built from the ground-up for the mobile and social era.
Learn more and register now for next week’s webinar to get a glimpse of the future of the nonprofit social change community.
Gamechangers, your time has come.
Explore with ASU how we look toward our community outreach of our K-12 programs through our recruitment process, service to our current students and long-term affinity of our alumni, visitors and events to build on our mission and realize the potential of connections that our experimentation with Salesforce is enabling.
Connected Nonprofits and Campuses don’t just connect their marketing programs, they also connect marketing with their broader CRM program. This session highlights leading examples from both the nonprofit and university space for how to best connect marketing and CRM.
Presentation from Salesforce.org Higher Ed Summit 2018 by: Nathalie Mainland, Jason Belland, Geshri Gunasekera, Margo Martinez, Keld Bangsberg.
Join our industry solutions directors as we discuss the amazing momentum with HEDA (Higher Ed Data Architecture) and Salesforce Advisor Link, including the latest developments and roadmap moving forward. Whether you’re considering moving to HEDA, adopting Advisor Link, this session will provide an opportunity to ask questions and learn about hot topics like compatibility and much more. We’ll also take a deeper dive into the exciting work going on in the Advancement and Recruiting and Admissions spaces.
Watch a recording of this presentation: https://youtu.be/0c6yIuEGZyk
Intro to the Higher Education Advisory CouncilSalesforce.org
The Higher Education Advisory Council is a community-led group of Salesforce users from schools across North America and Europe. The council is supported and recognized by Salesforce.org and serves the community through volunteerism and initiatives designed to help the higher education industry in its use of Salesforce on campus.
Delivering superior customer service every day requires not only a student-centric culture but strong business processes and continuous improvement practices to be effective. Learn how Wayne State leverages ERP data while we listen to customers, provide prompt responses and solve problems to improve the student experience.
Introduction to the Higher Education Advisory CouncilSalesforce.org
The Higher Education Advisory Council aims to help Salesforce better serve higher education institutions. The Council fulfills its mission by leveraging expertise, sharing best practices, identifying needs, and advocating for solutions. Council membership offers opportunities to network, participate in initiatives, share knowledge, and help inform Salesforce's product development. Council members are expected to actively participate in calls, committees, and events to provide feedback and represent the needs of higher education clients. Nominations for new members are accepted annually with selection based on attributes like leadership, expertise, and contributions to the higher education community.
Super Session- A Day in the Life of a Nonprofit FundraiserSalesforce.org
Learn how you can raise more resources and create more meaningful relationship with your donors. Nonprofit Cloud fundraising experts highlight how this solution can help with your day to day role and showcase exciting innovations available now and in the future in the Nonprofit Cloud.
The document discusses how Salesforce.com uses Salesforce Marketing Cloud to manage marketing collateral, campaigns, and reporting. It describes setting up custom objects to store documents and campaigns, using record types and picklist values to categorize information, and creating dashboards to track key metrics like leads and revenue generated from different campaigns and marketing tactics. Standardizing processes helps Salesforce marketers effectively measure the performance and ROI of various marketing activities.
Become an Expert - Campaign Management and Website Integrationdreamforce2006
The document provides guidance for marketing experts on using Salesforce for integrated campaign management and website tracking. It recommends defining data structures and reports before customizing the Salesforce system. Key areas to focus on include campaign setup, lead management processes, report design, and using AppExchange components to enhance functionality. Additional resources are available to help users maximize the Salesforce marketing solution.
Dean Darwin, VP of North American Channels at F5 Networks, discussed best practices for channel management. He explained how F5 improved channel visibility, reduced conflict, and increased partner loyalty by implementing Salesforce PRM. Partners experienced a 300% increase in deal registrations and doubled their business with F5 through increased opportunities provided by the jointly used PRM system. Elay Cohen, Sr. Director of Product Management at Salesforce, closed by emphasizing the value of an integrated channel management solution and inviting attendees to Dreamforce for more best practices.
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.
This presentation was made by salesforce.com, inc. (Release Readiness Team), and is used by me for the use of Salesforce User Group knowledge share and for explaining what is coming in the next release (Spring16).
The document describes enhancements to Salesforce's Winter '15 release. Key enhancements include a more streamlined rich text editor, improved search functionality in Salesforce1, and new features for files, groups, and analytics in Chatter. Admins can enable features like enabling lead conversion in Salesforce1 and adding products to opportunity records in the mobile app. The release will occur in staggered deployments between October and November 2014.
This presentation discusses the Summer 19 release features from Salesforce. It includes an agenda that covers new platform features, improvements to Sales Cloud, Service Cloud, Flow, Analytics, Community Cloud, and references the official Salesforce Summer 19 release notes. The presentation is intended for the Fremont Salesforce User Group and includes time for hands-on demos and Q&A regarding the new features.
Salesforce Spring19 Release Overview Deck.
This presentation was made by Salesforce.com, inc. (Release Readiness Team).
This a short (only ~140 slides) summary of the features developed.
For more info please check:
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001oku
The document provides an overview of the Winter '17 release from Salesforce. It highlights new features for Sales Cloud including Lightning Experience, Sales Path and Product Schedules, filtering the Activity Timeline, monthly calendar view, inline editing in list views, and field level help text. It also summarizes features for Customizable Campaign Influence, Kanban views for leads, contracts, and campaigns, quotes, contracts, news, account logos, contacts to multiple accounts, and enhancements to Lightning Email and Voice. The document provides release milestones and encourages joining the Release Readiness community.
This is the workshop presentation material for the Point-And-Click App Building Hands-On Workshop (HOW) being presented at Dreamforce 2015 in the DevZone. This content pairs with the "Suggestion Box App" project live in Trailhead
Supercharge your Salesforce Reports and DashboardsNetStronghold
Stefanie Bialas & I provide tips and tricks for your Reporting & Dashboards as well as the differences between Lightning Reports & Classic as well as a description of the "Power Of One". We presented this talk at the Salesforce World Tour London in 2017. Find out more about the day at: www.radnip.com/wt
This webinar is for all Admins who want to learn more about Lightning.
Key Takeaways:
-Learn key features now available in Lightning
-Prepare by evaluating your Lightning Assessment
-Engage your company with Lightning Rollout Best Practices
The document provides an overview of the Winter '14 release from Salesforce. It highlights enhancements to Chatter such as archiving groups, increased post and comment character limits, and new rich link providers. Improvements to Sales Cloud include the new Salesforce Console for Sales and enhancements to the Salesforce for Outlook side panel like event association and send and add emails. The release also features new capabilities for Analytics like historical trending to analyze opportunity and custom object data over time, and the Analytics API. Force.com development enhancements include increased storage limits for sandboxes and changes to sandbox naming conventions.
Salesforce Summer 19 Release Overview Deck.
This presentation was made by Salesforce.com, Inc. (Release Readiness Team).
For more info please check:
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001oku
The document discusses upcoming security considerations for Lightning components. It emphasizes following contracts like encapsulation and using public interfaces to interact with other components. Components should be self-contained and not directly manipulate the DOM or lifecycles of other components. The framework lifecycle should also be respected, updating the DOM only in renderers and avoiding direct DOM access in controllers. Overall, components need to follow these guidelines to ensure they can safely and reliably integrate with other components without compromising the structure.
Learn MOAR Salesforce Winter '20 Event Frankfurt, GermanyAlan Thomas Payne
The document promotes a Salesforce trail that teaches volunteers how to use their Salesforce expertise to help nonprofits. For every person who completes the trail, Salesforce will donate $1 to Kiva, up to $10,000. The trail teaches how to volunteer expertise to help nonprofits make the most of Salesforce and do more good in the world. Participants are encouraged to take the trail and share about it on social media to help raise funds for Kiva.
ISV Tech Talk: Usage Metrics for Your LMA Managed PackagesSalesforce Partners
Usage Metrics for Your LMA-Managed Packages provides daily usage data for partners on how subscribers are using their packages. The data includes counts of interactions with custom objects and Visualforce pages, as well as page load times and unique user counts. Partners can enable Usage Metrics for their packages by having their packaging and reporting orgs join an Environment Hub. The data is delivered through standard objects to the reporting org for partners to access and analyze.
We will be showing you how to use Lightning App Builder to make page customizations without any code. This enables admins to tailor Lightning Experience for end users to help them be more productive. We will also talk about the great new features on the roadmap.
Three Simple Steps to Create a Thriving Mobile Communityjohngifford
Customers want to reach you anywhere and partners need immediate information no matter where they are. Join us to learn how you can easily create successful mobile communities with our Mobile SDK and Community Designer -- all built on the Salesforce1 Platform.
Lightning Experience for ISVs provides a sneak peek at Salesforce's new Lightning Experience user interface and how it will enable ISVs to get their applications certified as "Lightning Ready". The presentation discusses key aspects of the Lightning Experience including its focus on sales use cases, how it is built on the Lightning platform and will co-exist with the Classic experience, and new features that streamline common tasks. It also outlines the requirements and best practices for ISVs to make their applications Lightning Ready, including examples of compliant and non-compliant implementations. Finally, it details the certification process and timeline for ISVs to get their applications reviewed and approved as Lightning Ready.
The document introduces new features for Winter '19 across Salesforce products. Key highlights include:
- Enhanced reports and dashboards functionality like quick search and drill down in reports.
- Improved marketing capabilities with journey testing and social media integrations.
- Expanded service cloud features such as customizable guided actions and a new help center template.
- Additional platform and industry features for security, analytics, communities and more.
Introduction to the Higher Education Advisory Council 2020Salesforce.org
The Higher Education Advisory Council (HEAC) is a volunteer group of thought leaders in higher education who are passionate about using Salesforce to transform institutions. The HEAC works with Salesforce.org to set standards, share best practices, identify needs, and advocate for solutions to support education. Members include representatives from universities who collaborate, share expertise, and provide input to Salesforce.org to help guide product development and support the higher education community.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
Intro to the Higher Ed Advisory Council 2018-19Salesforce.org
The Salesforce.org Higher Education Advisory Council is a volunteer group of thought leaders passionate about using the Salesforce platform in higher education. The council's mission is to recognize standards, advocate for solutions, and connect prospective customers by leveraging members' expertise. Members are expected to actively participate in council activities like meetings, committees, and events to collaborate and provide feedback to help inform Salesforce.org.
Learn how to simplify fundraising with Nonprofit Cloud. buildOn and TFA highlight how Nonprofit Cloud has made the lives of their fundraising teams easier. Learn about the power of engagement plans and how the Salesforce platform makes it easier than ever to manage donations and gift processes.
Making Moves Magic- A Moves Management 101 for Nonprofit Cloud Salesforce.org
Learn how Interlochen Center for the Arts and NRDC have found success with moves management on Salesforce using Engagement Plans, Levels and more. Hear top tips around getting started and lessons learned and come away with a plan for making life easier for your fundraisers while driving results.
Living Large: Enterprise Organizations on Nonprofit CloudSalesforce.org
Greenpeace UK and URJ share why Salesforce was the best choice to meet the challenging demands of their large organizations. Highlights include various fundraising use cases as well as add-ons and features within Nonprofit Cloud that help them to be successful.
Getting Started with an Intelligent Platform for FundraisingSalesforce.org
DF 18' Session- Find out how to make use of new technology coming to market, including AI, Predictive Analytics and more. Learn how SCS Noonan Scholars and National Aquarium are using Einstein to track and manage their fundraising, and learn about new product innovations in Salesforce.
UN WOD 2024 will take us on a journey of discovery through the ocean's vastness, tapping into the wisdom and expertise of global policy-makers, scientists, managers, thought leaders, and artists to awaken new depths of understanding, compassion, collaboration and commitment for the ocean and all it sustains. The program will expand our perspectives and appreciation for our blue planet, build new foundations for our relationship to the ocean, and ignite a wave of action toward necessary change.
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
United Nations World Oceans Day 2024; June 8th " Awaken new dephts".Christina Parmionova
The program will expand our perspectives and appreciation for our blue planet, build new foundations for our relationship to the ocean, and ignite a wave of action toward necessary change.
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Combined Illegal, Unregulated and Unreported (IUU) Vessel List.Christina Parmionova
The best available, up-to-date information on all fishing and related vessels that appear on the illegal, unregulated, and unreported (IUU) fishing vessel lists published by Regional Fisheries Management Organisations (RFMOs) and related organisations. The aim of the site is to improve the effectiveness of the original IUU lists as a tool for a wide variety of stakeholders to better understand and combat illegal fishing and broader fisheries crime.
To date, the following regional organisations maintain or share lists of vessels that have been found to carry out or support IUU fishing within their own or adjacent convention areas and/or species of competence:
Commission for the Conservation of Antarctic Marine Living Resources (CCAMLR)
Commission for the Conservation of Southern Bluefin Tuna (CCSBT)
General Fisheries Commission for the Mediterranean (GFCM)
Inter-American Tropical Tuna Commission (IATTC)
International Commission for the Conservation of Atlantic Tunas (ICCAT)
Indian Ocean Tuna Commission (IOTC)
Northwest Atlantic Fisheries Organisation (NAFO)
North East Atlantic Fisheries Commission (NEAFC)
North Pacific Fisheries Commission (NPFC)
South East Atlantic Fisheries Organisation (SEAFO)
South Pacific Regional Fisheries Management Organisation (SPRFMO)
Southern Indian Ocean Fisheries Agreement (SIOFA)
Western and Central Pacific Fisheries Commission (WCPFC)
The Combined IUU Fishing Vessel List merges all these sources into one list that provides a single reference point to identify whether a vessel is currently IUU listed. Vessels that have been IUU listed in the past and subsequently delisted (for example because of a change in ownership, or because the vessel is no longer in service) are also retained on the site, so that the site contains a full historic record of IUU listed fishing vessels.
Unlike the IUU lists published on individual RFMO websites, which may update vessel details infrequently or not at all, the Combined IUU Fishing Vessel List is kept up to date with the best available information regarding changes to vessel identity, flag state, ownership, location, and operations.
karnataka housing board schemes . all schemesnarinav14
The Karnataka government, along with the central government’s Pradhan Mantri Awas Yojana (PMAY), offers various housing schemes to cater to the diverse needs of citizens across the state. This article provides a comprehensive overview of the major housing schemes available in the Karnataka housing board for both urban and rural areas in 2024.
The Antyodaya Saral Haryana Portal is a pioneering initiative by the Government of Haryana aimed at providing citizens with seamless access to a wide range of government services
Indira awas yojana housing scheme renamed as PMAYnarinav14
Indira Awas Yojana (IAY) played a significant role in addressing rural housing needs in India. It emerged as a comprehensive program for affordable housing solutions in rural areas, predating the government’s broader focus on mass housing initiatives.
Food safety, prepare for the unexpected - So what can be done in order to be ready to address food safety, food Consumers, food producers and manufacturers, food transporters, food businesses, food retailers can ...
World Food Safety Day 2024- Communication-toolkit.
Highlights of summer '14
1. Highlights of Summer ’14
Marc Baizman
Customer Success Manager
Salesforce.comFoundation
2. 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
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 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
immature market in which we operate; our relatively limited
operating history; our ability to expand, retain, and motivate
our employees and manage our growth; risks associated with
new releases of our service; and risks associated with selling
to larger enterprise customers. Further information on potential
factors that could affect the financial results of salesforce.com,
inc. are included in our registration statement (on Form S-1)
and in other filings with the Securities and Exchange
Commission. These documents are available on the SEC
Filings section of this Web site.
Salesforce.com, inc. assumes no obligation and does not
intend to update these forward-looking statements.
Any unreleased services or features referenced in this or other
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.
Safe Harbor Statement
9. Size Limits
– Attachments increasedfrom 5 MB to 25 MB
– Incoming email messages increasedfrom 10MB to 25MB
New fieldsfor Middle Name and Suffixon Contacts, Leads and Users
– Contact salesforce.comCustomer Support to enable the new fields
Salesforce notification banner
– Appears on all pages for accounts, contacts, dashboards, and the setup menu
– Dismiss the banner by clicking X on the banner
– Canbe globally disabled in Setup
What are the General Enhancements to Salesforce?
11. Official supportfor browser pairings
– BlackBerry Browser on BlackBerry Z10 devices with BlackBerry OS 10.2 or later
– GoodAccess secure mobile browser on Android phones with Android 4.2 or later and on Apple iOS7
devices
Additional data visible in Salesforce1
– All customobjects with a tab in the full Salesforce site
– All list views for an object, not just your most recently accessedlists (with sorting too)
– Campaign Members, Knowledge articles, Work.comCoaching, Goals, and Skills
Drill to a report from a dashboard
Today
– Import an event from phone to calendar; shows in the left nav of Salesforce1
– Add new contacts from phone
Feed Enhancements
– Searchwithin the main feed to find specific information you need
– View feed posts organized by topic from the Recent section
Publisher Actionsshow even if Chatter is disabled
What are the Enhancements to Salesforce1?
12. Users cannow drill right to a report from a dashboard simply by tapping on the dashboard.
What are the Enhancements to Salesforce1? (cont.)
Tap on chart
to view report
Underlying
report can be
viewed Tap on
column
header to sort
Swipe right to
view more
columns
CUSTOMER IDEA:Drill to Report and Recordwas
submitted by a customer via the Idea Exchange.
14. Search for and add topics, and view the topic feed in the Salesforce1 mobile app
What are the Enhancements to Chatter Topics?
Topics in S1
Menu
Topics in S1
Search
Topic Page
Topics on
Feed Items
15. What are the Enhancements to Chatter Topics? (cont.)
A new Records tab displays all records assigned with
a specific topic.
- If you don’t see a Records tab for a particular topic,
the topic hasn’t been added to any records.
Search feeds on Topic detail pages to quickly find
the information you’re looking for.
Tips & Tricks: To enable topics for
additional objects, within Setup go to
Customize | Topics | Topics for Objects
16. What are the Chatter Enhancements?
Enable Chatter for a subset of your users, instead of all users in your organization, using custom profiles
or permission sets.
Control access on
custom profiles
Control access with
permission sets
CUSTOMER IDEA:Profile Based Rollouts was
submitted by a customer via the Idea Exchange.
18. Salesforce FilesSync makes file management, syncing, sharing, and versioning easier than ever.
Setup | Customize | Chatter | Settings | Edit | Allow File Sync.
What is Salesforce Files Sync?
Easily sync files
across all
devices
Easily share files
into Chatter
groups or
records.
Easily work with
colleagues to
iterate and
improve content.
19. A synced file will appear everywhere, across all devices. Need to download the client to sync with desktop.
What is Salesforce Files Sync? (cont.)
NOTE:Download and install the Salesforce Files client so you can sync files
between your desktop, Chatter, and mobile devices.
20. Two new standard reports: Engagement report and Download report
– Allows you to report on Chatter files
The File downloads report
shows you the number of
downloads a file has had and
by which users
The Engagementreport shows you the
Chatter engagement on your report,
such as Posts, Likes, Shares, etc.
Navigate directly
to the
Engagement
report from the
file detail page
What are the Additional Files Enhancements?
22. What are the Enhancements to Communities?
Summer ’14 brings the new CommunityEngagement Console, a central place for Community Managers to
monitor the health of their community and its members.
Several Community
dashboards
available
Trending Community
reports
One-clickaccessto the
Engagement Console for
Community Managers
Admins can update the
dashboards used in the
Engagement Console
NOTE: To be a community manager
and use the Community
Engagement Console, a user must
have either the Manage
Communities or Create and
Customize Communities
permission, and must be an
employee of your organization.
CUSTOMER IDEA:Engagement
Console was submitted by a customer
via the Idea Exchange.
23. Community managers can set reputation levels, which allow community members to achieve a reputation level
basedon points earned from posts.
What are the Enhancements to Communities? (cont.)
Levelscan be
defined with
point ranges
Default level icons
can be overridden
with custom css
Level names
can be
renamed
Chatter actions
can be assigned
point values
Reputation level
displayedon profile
CUSTOMER
IDEA:
Reputation was
submitted by a
customer via the
Idea Exchange.
24. Open up access to your community content with public chatter groups that don’t require login, so you can engage
users who might not join otherwise.
What are the Enhancements to Communities? (cont.)
New community-
specific preferences
to enable access
26. What are the Enhancements to the Sales Cloud? The list of publisher
actions is configurable
Each action layout is
customizable to
show/hide specific fields
Actions are
available on ANY
object type
Users get accessto Help
documentation coveringSide Panel
functionality
Salesforce for Outlook Side
Panel
– Available in all editions
– Can use Publisher Actions
– Link to User Help
27. Join the User object to the ActivityRelationships object to report on user activity relationships in a Custom
Report Type.
Join User object
to new Activity
Relationships
object
Summarize by
User and see their
meetings and
meeting details
What are the Enhancements to Activities? (cont.)
28. ActivityDate and ActivityDateTime fields are now available in custom formula fields and validation rules.
What are the Enhancements to Activities?
ActivityDate
available for a
validationrule
30. What are the Enhancements to Case Feed?
From the Case Feed
Page Layout, Admins
can enable full-width
feed.
The default state is
collapsed. The publisher
labels now toggle the
collapsed/expandedstate
each time they are clicked.
Performingthe Quick Action
will automatically collapse
the publisher.
Milestone Tracker
and Case Topics
can now be addedAn email publisher
is now available on
the Case page
31. Using a Community Template,
designers or contributors can
set up Knowledge for Self-
Service (beta) or Casesfor
Self-Service (beta),
empowering end users to find
the answers to their questions
without having to contact
support agents
What is “Community Templates for Self-Service?”
DEFINITION: Community Templates for Self-Service (Beta) lets you build, brand, and deploy
responsive self-service customer support sites that look great on any device.
1. Specify
whether you are
a designer or a
contributor
3. Switch between
Design and Live Modes
4. Preview and
Publish any changes
you make2. View Site on
desktop, tablet, and
phone modes
32. What is “Community Templates for Self-Service?” (cont.)
Desktop Design
Tablet Design
Mobile OptimizedDesign
NOTE:This view reflects the end user perspective of the Knowledge Self-Service site.
Data Category
Navigation Data Categories
Search
Content
Block
33. What are the Enhancements to Service Communities?
WithChatter Questions(beta), users canquickly
view similar questions and articles as they enter their
question, without switching context. We use these in
the HUB!
Chatter questions helps reduce duplicate content in
your community by showing similar questions
before your users ask their question.
Choose to show relevant knowledgearticlesas
users type their questions in Chatter.
– Users canselect the best answer to a question,
which then shows to future people asking a similar
question.
35. What are the Enhancements to Analytics?
Pin report folders as favorites so you can
quickly access the data you need.
Via Setup | Data Management use Mass delete
reports to mass delete public reports that you no
longer need.
Click the drop
down menu to pin
your favorite
folders to the top of
the folder tree
Filtering
criteria to find
reports
Selectthe reports
you want to remove
and click Delete to
remove them
CUSTOMER IDEA:Pin Folders and Mass Delete Public Reports
were submitted by a customer via the Idea Exchange.
36. WithSummer ’14, you can now track lookup field history, rather than just fields that belong to the current object.
What are the Enhancements to Analytics? (cont.)
Here you see a lookup
to the Opportunity
object
Admin can selectthis
lookup field on
Opportunity to be
trended
The report showsthe
change in lookup
value between two
data points
37. Summer ’14 introduces the Dashboard API,
allowing you to retrieve and refreshdashboards
using the REST based Analytics API.
Dashboards canbe:
Embedded anywhere, like high definition
TVs, or in a Public portal.
Refreshedas often as every minute.
Combined with a chart engine of your choice
to create customized, branded dashboards.
What are the Enhancements to Analytics? (cont.)
CUSTOMER IDEA:
DashboardAPI was submitted
by a customer via the Idea
Exchange.
39. Whencreating new apps on the Salesforce platform, it’s now possible to control which features users get at a
granular level using custompermissions.
What is Custom Permissions?
DEFINITION: Custom permissions enables developers to easily create custom permissions on
profiles and permission sets that Administrators can easily assign to users.
Declaratively Assign Custom
Permissions on Profiles and
PermissionSets
Declaratively
define custom
permissions in
Setup
CUSTOMER IDEA: Custom Permissions was submitted
by a customer via the Idea Exchange.
40. Publisher Actions show in the Salesforce1
mobile browser app even when Chatter is
disabled.
– Canbe createdand added to the Publisher
Actions sectionin object page layouts.
What are the Enhancements to Publisher Actions?
NOTE: Publisher Actions with Chatter
disabled will only show in the
Salesforce1 mobile browser app.
No Chatter
Feed!
No Chatter
Actions!
41. What are the Enhancements to Setup?
1.) Typing text here narrows
down the Setup tree to the
matchingSetup pages …
Filters
NOTE:It might take a few weeks before
your organization’s setup data is indexed
and searchable. Be patient!
2.) Pressing Enter in the sidebar searches for “exp”across all of the
org’s custom field definitions, custom object definitions, public
groups, permission sets,profiles, roles,and users.
42. Previously, administrators could limit user password reuse by selecting an option of up to 15
passwords remembered in an organization’s history. Now administrators can select up to 24
passwords remembered.
Administrators could previously require minimum password lengths of up to 10 characters but can
now require a 12 character minimumlength.
Admins can require uppercase and lowercase letters (beforeit was just alpha characters,
regardless of case).
Previously administrators could require a maximum lifetime for a password, such as 90 days. Now
administrators can also require that password lifetimes be a minimum of one day.
Prevent unwanted access to your organization using the Force logout on sessiontimeout session
setting, where the page gets automatically redirectedto the login page once a sessiontimes out, so
whatever was on the screenis no longer visible.
Developer Edition organizations now get 10 IdentityConnectpermission setlicenses for testing
and development.
What are the Enhancements to Security?
43. Power of Us HUB Online Community
– http://powerofus.salesforcefoundation.org/
Attend our Weekly Office Hours (Fridays at 12PM ET / 9AM PT)
– https://powerofus.force.com/articles/Resource/Salesforce-com-Foundation-
Weekly-Office-Hours
Upcoming Foundation Events/Webinars
– http://www.salesforcefoundation.org/events/
Get More Help
– http://www.salesforcefoundation.org/help/
Additional Resources for You