Mumbai Salesforce.com User Group
Meeting
Sept 28, 2013
By: Rakesh Gupta (User Group Leader)
Agenda
Time

Topic

10:00a – 10:45 a

Welcome, Introduction and about Success community

10:45a – 11:00a

Break

11:00a – 11:30a

Developer: Winter „14
User Group Mission
Network
•
•

Professional Networking
Speak up – we don‟t bite!

Sharing
•
•
•

Awareness
Education
Best Practices

Success
•

As the community grows, we all succeed…
Success Community
• Answers
• Help & Training
• Collaboration
• Ideas
• User Groups
• Known Issues

http://success.salesforce.com
Update your profile & photo | Join groups (including ours!)
Local Salesforce Jobs
Salesforce opportunities with local user group member organizations

Organization: Doyen
Role: Developer and team lead
How to Contact: Jacob Mathew (jacobm@doyen.co.in)
How to connect with us?
@SFDC_Mumbai
Mumbai@salesforceusergroups.com
http://Mumbai.salesforceusergroups.com

Leaders
Rakesh Gupta| @rakeshistom
NOVEMBER 18-21, 2013 | SAN FRANCISCO

Save $100 with promo code:

D13MVPREF
• Announced Keynote speakers:
Marc Benioff, Sheryl Sandberg,
Marissa Mayer, Deepak Chopra
• 350+ partners in the Cloud Expo
• 1000+ breakout sessions

• Green Day performing at AT&T Park
• Live: Road to Dreamforce bit.ly/RoadToDF13

www.dreamforce.com
About Me
Who are you?
Where do you work?

What do you do?
How long have you been working with Salesforce?

Have you ever been to a WI Salesforce User Group
meeting?
Winter ’14
Release Preview

Note: 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 Salesforce.com services should make their purchase decisions
based upon features that are currently available.
Dates You Need to Know

Sandbox

Production

• Preview window began Sep 6-7

• Release dates vary: Sep 20 – Oct 12
• Full schedule: bit.ly/Winter14ReleaseDates

Act now to explore, plan and test!
Success Community: Release Readiness
•Product Info
•Product Managers

•Salesforce Experts
•Resources
•Webinars

•Known Issues

bit.ly/ReleaseReadinessChatterGroup
New Release Resources
New Release Site

• bit.ly/Winter14ReleaseSite

Release Preview

• bit.ly/Winter14ReleasePreview

Release Notes

• bit.ly/Winter14ReleaseNotes

Pre-Release Org

• bit.ly/Winter14PreReleaseSignUp

Release Training
(coming Oct 4th)

• bit.ly/Winter14ReleaseTraining

Release Readiness Group

• bit.ly/ReleaseReadinessChatterGroup
Performance Edition (PXE)
• Replaces Unlimited Edition
• UE still available for new customers until Nov 2013
• Bundles UE CRM & Platform with most other Salesforce.com
products
• Data.com
• Work.com
• Identity
• Live Agent
• Salesforce Knowledge
• Additional sandbox functionality
Sales Cloud
• Salesforce Console for Sales
• Use cases for inside sales, account managers (call list, etc.)
• Extra license cost per user
Sales Cloud
• Social Accounts & Contacts
• Profile Photos
• Social Network fields
• Salesforce for Outlook Side Panel
• Event Association
• Send & Add Button
• Custom Opportunity Splits (Pilot)
• Collaborative Forecasting
• Supports Opportunity Splits
• Supports Product Family Forecasting
• Hide View Hierarchy
• Pricebooks
• Available in Lookup relationships
• Customize Search Layouts
Service Cloud
•Service Cloud Console renamed to Salesforce Console for Service
•Service Communities
•Prepackaged self-service portal with Chatter Answers and Ideas
preconfigured
•Entitlements
•Recurring milestones allow milestones to repeat within an
entitlement process whenever the milestone criteria match the case
criteria.

•Entitlement Versioning
•Milestone Feed Items
•Milestone Tracker on Case Feed (countdown to next milestone)
•Knowledge
•Read Only license included - still need an add-on license for
Knowledge Authors
•Smart Links
Chatter
• New User Profile with Sub Tab Apps

• Publisher Actions
• Groups & Topics
• Log A Call
• Custom Canvas Actions (Pilot)
• Rich Text fields in Publisher Actions
Chatter
• Topics
• Follow Topics – enable through Feed Tracking
• Merge Duplicate Topics
• Topic Triggers
• Topic Permissions
• @mention Chatter Groups

• Behavior Change: Files posted to Private Groups
get Collaborator Access by default
Chatter
• Archive Chatter Groups

• Length of Posts & Comments
increased 5x to 5000 characters
• Mobile App Redirect from Email

• Mobile Friendly Email Templates
• New Rich Previews:
Hulu, Brightcove, vidyard, Ustream, xStranormal, Twitpics, G+, Linked
In, Twitter, The
Verge, BBC.uk, BBC.com, Gizmodo, Gawker, Vine, Financial Times
Communities
•Expert Series Webinars - http://bit.ly/CommunitiesImplementationGroup
•Moderation – Flagging

•Default profile for self-registration
•Group Digest Emails – great for Success Community
•Sharing Groups (for HVPU)
•AJAX Toolkit Support
Site.com
• Multi-lingual Support
• Supported in sandbox environments
• Import html/css/js
• Broken Link Finder
• Live Mode
• Doc Type is now HTML 5
Analytics
• Historical Trending
• Embedded Analytics
• Analytics API

• Hide/Show Role Hierarchy
• Resize Left Pane of Reports page
• Create & Customize List Views is now a permission
Mobile
• Chatter Mobile 4.1
• New UI & Global Search

• Compact Layouts
• Launch from emails
• Manage via Connected Apps

•Publisher Actions
Force.com
• Setup Search
• Groups, Permission Sets, Profiles, Roles, Users
• Enhanced Lookups – search more than the name
• Workflow on User object
• Use cases for deactivating based on usage and alerting to
elevated permissions
•

Approval Comment merge fields in email templates

• State & Country Picklists – not just US/Canada anymore!
• Rename Standard Objects & Fields via Metadata API

• Freeze User accounts
• Data Import Wizard (Beta)
Connected Apps
• Framework for administration and logging for apps accessing an org
• Official Salesforce.com Apps get an admin install!
• Ant Migration Tool
• Chatter Desktop
• Chatter for Android
• Chatter for BlackBerry
• Chatter for iOS
• Data Loader Bulk
• Data Loader Partner
• Force.com IDE
• Salesforce Files
• Salesforce for Outlook
• Salesforce Mobile Dashboards
• Salesforce Touch
• Workbench
• Block apps for everyone
Security
• Restrict domains in user email addresses
• SAML SSO Enhancements (see release notes)
• Security Session Levels
• Native Two Factor Authentication
• iOS/Android – Salesforce Authenticator App
• Google Authenticator
• Any OpenID Connect server can be used as an auth provider
• Brandable Login Pages
• User Sharing
• Description field on Sharing Rules
• Manager Groups
Sandbox Types

Developer

Developer Pro

Full

1 Day

1 Day

29 Days

Copies Data

No

No

Yes

Templates

No

No

Yes

200MB

1GB
(~500K records)

Match production

Refresh Interval

Sandbox Size
Winter ’14
Developer Preview
http://bit.ly/Winter14DevPreview
Change Sets & Deployment
• Post templates for Approvals in Chatter are now available as change
sets
• User permissions, such as “Manage Users” are now included in profile
settings for change sets.
• Change set deployments are now queued to avoid collisions between
multiple users trying to deploy changes at the same time
Developer Console
• Code Search! CTRL+Shift+H
• Supports JavaScript, XML,
CSS, and plain text
• Define log levels for a classes
and triggers
• Query Editor now supports
SOSL search

• Visualforce Preview
HTML5 Attributes & Components
• New Component: <apex:input>

• New Attribute: type for <apex:input> and
<apex:inputField>
• New Attribute: list generates <datalist>Add arbitrary

attributes Example: data-RecordID
• Placeholder, pattern client-side validation & title
• <apex:includeScript> new attribute: loadOnReady
Apex Updates
• Governor Limit Changes: Code statement limit has ben removed &
replaced
with max CPU time
• Synchronous: 10,000 ms
• Asynchronous: 60,000 ms
• Triggers on Topic and TopicAssignment
• Lots of new classes and methods including Chatter in Apex
Analytics API
• Allows for integrating Salesforce report data into apps programmatically
• REST API
• Authenticate via OAuth
• Encode responses and requests in JSON
 Resources to:
– query report metadata
– get report results dynamically at the summary or record detail level
 Immediate results or run async and store results for later
Thank You!
Don’t forget to join us on the Success Community!

http://Mumbai.salesforceusergroups.com

Mumbai Salesforce User Group Inaugural Meetup

  • 1.
    Mumbai Salesforce.com UserGroup Meeting Sept 28, 2013 By: Rakesh Gupta (User Group Leader)
  • 2.
    Agenda Time Topic 10:00a – 10:45a Welcome, Introduction and about Success community 10:45a – 11:00a Break 11:00a – 11:30a Developer: Winter „14
  • 3.
    User Group Mission Network • • ProfessionalNetworking Speak up – we don‟t bite! Sharing • • • Awareness Education Best Practices Success • As the community grows, we all succeed…
  • 4.
    Success Community • Answers •Help & Training • Collaboration • Ideas • User Groups • Known Issues http://success.salesforce.com Update your profile & photo | Join groups (including ours!)
  • 5.
    Local Salesforce Jobs Salesforceopportunities with local user group member organizations Organization: Doyen Role: Developer and team lead How to Contact: Jacob Mathew (jacobm@doyen.co.in)
  • 6.
    How to connectwith us? @SFDC_Mumbai Mumbai@salesforceusergroups.com http://Mumbai.salesforceusergroups.com Leaders Rakesh Gupta| @rakeshistom
  • 7.
    NOVEMBER 18-21, 2013| SAN FRANCISCO Save $100 with promo code: D13MVPREF • Announced Keynote speakers: Marc Benioff, Sheryl Sandberg, Marissa Mayer, Deepak Chopra • 350+ partners in the Cloud Expo • 1000+ breakout sessions • Green Day performing at AT&T Park • Live: Road to Dreamforce bit.ly/RoadToDF13 www.dreamforce.com
  • 8.
    About Me Who areyou? Where do you work? What do you do? How long have you been working with Salesforce? Have you ever been to a WI Salesforce User Group meeting?
  • 9.
    Winter ’14 Release Preview Note: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 Salesforce.com services should make their purchase decisions based upon features that are currently available.
  • 10.
    Dates You Needto Know Sandbox Production • Preview window began Sep 6-7 • Release dates vary: Sep 20 – Oct 12 • Full schedule: bit.ly/Winter14ReleaseDates Act now to explore, plan and test!
  • 11.
    Success Community: ReleaseReadiness •Product Info •Product Managers •Salesforce Experts •Resources •Webinars •Known Issues bit.ly/ReleaseReadinessChatterGroup
  • 12.
    New Release Resources NewRelease Site • bit.ly/Winter14ReleaseSite Release Preview • bit.ly/Winter14ReleasePreview Release Notes • bit.ly/Winter14ReleaseNotes Pre-Release Org • bit.ly/Winter14PreReleaseSignUp Release Training (coming Oct 4th) • bit.ly/Winter14ReleaseTraining Release Readiness Group • bit.ly/ReleaseReadinessChatterGroup
  • 13.
    Performance Edition (PXE) •Replaces Unlimited Edition • UE still available for new customers until Nov 2013 • Bundles UE CRM & Platform with most other Salesforce.com products • Data.com • Work.com • Identity • Live Agent • Salesforce Knowledge • Additional sandbox functionality
  • 14.
    Sales Cloud • SalesforceConsole for Sales • Use cases for inside sales, account managers (call list, etc.) • Extra license cost per user
  • 15.
    Sales Cloud • SocialAccounts & Contacts • Profile Photos • Social Network fields • Salesforce for Outlook Side Panel • Event Association • Send & Add Button • Custom Opportunity Splits (Pilot) • Collaborative Forecasting • Supports Opportunity Splits • Supports Product Family Forecasting • Hide View Hierarchy • Pricebooks • Available in Lookup relationships • Customize Search Layouts
  • 16.
    Service Cloud •Service CloudConsole renamed to Salesforce Console for Service •Service Communities •Prepackaged self-service portal with Chatter Answers and Ideas preconfigured •Entitlements •Recurring milestones allow milestones to repeat within an entitlement process whenever the milestone criteria match the case criteria. •Entitlement Versioning •Milestone Feed Items •Milestone Tracker on Case Feed (countdown to next milestone) •Knowledge •Read Only license included - still need an add-on license for Knowledge Authors •Smart Links
  • 17.
    Chatter • New UserProfile with Sub Tab Apps • Publisher Actions • Groups & Topics • Log A Call • Custom Canvas Actions (Pilot) • Rich Text fields in Publisher Actions
  • 18.
    Chatter • Topics • FollowTopics – enable through Feed Tracking • Merge Duplicate Topics • Topic Triggers • Topic Permissions • @mention Chatter Groups • Behavior Change: Files posted to Private Groups get Collaborator Access by default
  • 19.
    Chatter • Archive ChatterGroups • Length of Posts & Comments increased 5x to 5000 characters • Mobile App Redirect from Email • Mobile Friendly Email Templates • New Rich Previews: Hulu, Brightcove, vidyard, Ustream, xStranormal, Twitpics, G+, Linked In, Twitter, The Verge, BBC.uk, BBC.com, Gizmodo, Gawker, Vine, Financial Times
  • 20.
    Communities •Expert Series Webinars- http://bit.ly/CommunitiesImplementationGroup •Moderation – Flagging •Default profile for self-registration •Group Digest Emails – great for Success Community •Sharing Groups (for HVPU) •AJAX Toolkit Support
  • 21.
    Site.com • Multi-lingual Support •Supported in sandbox environments • Import html/css/js • Broken Link Finder • Live Mode • Doc Type is now HTML 5
  • 22.
    Analytics • Historical Trending •Embedded Analytics • Analytics API • Hide/Show Role Hierarchy • Resize Left Pane of Reports page • Create & Customize List Views is now a permission
  • 23.
    Mobile • Chatter Mobile4.1 • New UI & Global Search • Compact Layouts • Launch from emails • Manage via Connected Apps •Publisher Actions
  • 24.
    Force.com • Setup Search •Groups, Permission Sets, Profiles, Roles, Users • Enhanced Lookups – search more than the name • Workflow on User object • Use cases for deactivating based on usage and alerting to elevated permissions • Approval Comment merge fields in email templates • State & Country Picklists – not just US/Canada anymore! • Rename Standard Objects & Fields via Metadata API • Freeze User accounts • Data Import Wizard (Beta)
  • 25.
    Connected Apps • Frameworkfor administration and logging for apps accessing an org • Official Salesforce.com Apps get an admin install! • Ant Migration Tool • Chatter Desktop • Chatter for Android • Chatter for BlackBerry • Chatter for iOS • Data Loader Bulk • Data Loader Partner • Force.com IDE • Salesforce Files • Salesforce for Outlook • Salesforce Mobile Dashboards • Salesforce Touch • Workbench • Block apps for everyone
  • 26.
    Security • Restrict domainsin user email addresses • SAML SSO Enhancements (see release notes) • Security Session Levels • Native Two Factor Authentication • iOS/Android – Salesforce Authenticator App • Google Authenticator • Any OpenID Connect server can be used as an auth provider • Brandable Login Pages • User Sharing • Description field on Sharing Rules • Manager Groups
  • 27.
    Sandbox Types Developer Developer Pro Full 1Day 1 Day 29 Days Copies Data No No Yes Templates No No Yes 200MB 1GB (~500K records) Match production Refresh Interval Sandbox Size
  • 28.
  • 29.
    Change Sets &Deployment • Post templates for Approvals in Chatter are now available as change sets • User permissions, such as “Manage Users” are now included in profile settings for change sets. • Change set deployments are now queued to avoid collisions between multiple users trying to deploy changes at the same time
  • 30.
    Developer Console • CodeSearch! CTRL+Shift+H • Supports JavaScript, XML, CSS, and plain text • Define log levels for a classes and triggers • Query Editor now supports SOSL search • Visualforce Preview
  • 31.
    HTML5 Attributes &Components • New Component: <apex:input> • New Attribute: type for <apex:input> and <apex:inputField> • New Attribute: list generates <datalist>Add arbitrary attributes Example: data-RecordID • Placeholder, pattern client-side validation & title • <apex:includeScript> new attribute: loadOnReady
  • 32.
    Apex Updates • GovernorLimit Changes: Code statement limit has ben removed & replaced with max CPU time • Synchronous: 10,000 ms • Asynchronous: 60,000 ms • Triggers on Topic and TopicAssignment • Lots of new classes and methods including Chatter in Apex
  • 33.
    Analytics API • Allowsfor integrating Salesforce report data into apps programmatically • REST API • Authenticate via OAuth • Encode responses and requests in JSON  Resources to: – query report metadata – get report results dynamically at the summary or record detail level  Immediate results or run async and store results for later
  • 34.
    Thank You! Don’t forgetto join us on the Success Community! http://Mumbai.salesforceusergroups.com