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Salesforce Spring ’13 Release Overview

                        Jo Ann Lewis
                       Points of Light
Chatter Updates
 More websites (mostly news sources) contain previews
 You can Like a post via email
 Search within groups
Chatter Updates
 Public group posting for everyone
 Ability to create view & create tasks directly from
  chatter feeds
Outlook Integration Updates
 New Salesforce Outlook Side Panel (previously in
  Beta) now generally available.
 The Salesforce for Outlook Side Panel lets you view
  opportunities and activities, and associate emails to an
  opportunity, contact account etc right from Outlook.
 Just click, and the Side Panel will take you right to the
  information you need in Salesforce, without signing
  in.
Outlook Integration Updates
Sales & Service Clouds
 Salesforce Touch now generally available (iPad)
    Multiple Apps are now available
    Dashboards, Leads & Cases added
    Custom VisualForce pages available
 Quarterly Forecasting & Partner Opportunity Forecasting
    available
   Knowledge Mobile introduced (Available in app Exchange)
   Knowledge usage tracking for web & mobile self service
    sites
   Workflow rules allowed on Account & Opportunity teams
   Ability to add a single contact to a shared activity returned
Data.com
 More D&B data added
 Full D&B database of Global Accounts added
 New City Search
Platform Updates
 User Sharing rules
 Multi-Select Picklist fields auto-size in edit mode
 Smaller Chatter Messenger when minimized
 Search & access SharePoint data via Sunlight Search
 Login links for new users work only once
 Record Type information now available as a Cross-
  object Reference
Platform Updates
 State and Country picklist on standard address fields
 *Address field type coming soon*
Help & Work.com Updates
 Help has been updated. New site –
 Help.Salesforce.com
   The 4000 page success guide had been broken into 14
    downloadable guides that are role specific
   5 Minute tutorial “Quick Starts” have been added
 Work.com has added
   Coaching
   Onboarding goals
   Performance summaries, plans & calibration
   Skills profiles
   Badges & Trophy cases

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Salesforce Spring 13 for Nonprofits

  • 1. Salesforce Spring ’13 Release Overview Jo Ann Lewis Points of Light
  • 2. Chatter Updates  More websites (mostly news sources) contain previews  You can Like a post via email  Search within groups
  • 3. Chatter Updates  Public group posting for everyone  Ability to create view & create tasks directly from chatter feeds
  • 4. Outlook Integration Updates  New Salesforce Outlook Side Panel (previously in Beta) now generally available.  The Salesforce for Outlook Side Panel lets you view opportunities and activities, and associate emails to an opportunity, contact account etc right from Outlook.  Just click, and the Side Panel will take you right to the information you need in Salesforce, without signing in.
  • 6. Sales & Service Clouds  Salesforce Touch now generally available (iPad)  Multiple Apps are now available  Dashboards, Leads & Cases added  Custom VisualForce pages available  Quarterly Forecasting & Partner Opportunity Forecasting available  Knowledge Mobile introduced (Available in app Exchange)  Knowledge usage tracking for web & mobile self service sites  Workflow rules allowed on Account & Opportunity teams  Ability to add a single contact to a shared activity returned
  • 7. Data.com  More D&B data added  Full D&B database of Global Accounts added  New City Search
  • 8. Platform Updates  User Sharing rules  Multi-Select Picklist fields auto-size in edit mode  Smaller Chatter Messenger when minimized  Search & access SharePoint data via Sunlight Search  Login links for new users work only once  Record Type information now available as a Cross- object Reference
  • 9. Platform Updates  State and Country picklist on standard address fields  *Address field type coming soon*
  • 10. Help & Work.com Updates  Help has been updated. New site – Help.Salesforce.com  The 4000 page success guide had been broken into 14 downloadable guides that are role specific  5 Minute tutorial “Quick Starts” have been added  Work.com has added  Coaching  Onboarding goals  Performance summaries, plans & calibration  Skills profiles  Badges & Trophy cases