Highlights from the Salesforce Spring '14 release from Salesforce MVP Nick Hamm (@hammnick). Presented at the Louisville Salesforce User Group on 2/13/2014.
4. Idea Highlight: Sales Orders
● Manually enabled for existing orgs
● Orders follow sharing model of the associated Account
● Standard profiles are automatically assigned permissions when
Orders are activated
● If you have external users assigned to standard profiles, you may
want to assign them to new custom profiles before enabling
Orders to avoid inadvertent data exposure
● The Reduction Order feature allows you to create a special type
of Order for processing returns, de-provisions, etc.
5. General Enhancement Highlight: File Storage
● File storage per paid user license increased from 612MB to 2GB
● File storage includes file in attachments, the Documents tab, the
Files tab, the File field, Chatter (including user photos), and Site.
com assets.
● This does not affect data storage (e.g. Account, Contact,
Opportunity, etc)
6. Mobile Highlight (1): Salesforce1
Available in all editions except Database.com Edition
● Salesforce1 is available on AppStore, Google Play, or via
supported device browsers (no install required)
● Salesforce1 replaces Salesforce Touch and Chatter Mobile but Chatter Mobile for Blackberry is not upgrading to S1
● This is the new way to access Salesforce via mobile devices
● Communities are available in Salesforce1 as of Spring ‘14
● You can now customize appearance of the Salesforce1 app
to match your company’s branding
● You can now view embedded report charts on detail pages
7. Mobile Highlight (2): SalesforceA
● Great tool for managing users while on the go
● SalesforceA is available on AppStore, Google Play,
or via supported device browsers (no install required)
● Submit Ideas for what you’d like to see next!
8. Chatter Highlight: Topics
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Use Topics to organize Chatter posts and records
Effectively replaces public tags for records
Topic matches appear in global search
Topic detail pages list knowledgeable people
You can endorse people for Topics
Administrators must enable Topics for objects
9. Communities Highlight: Badges
● Show appreciation for users in your community
● Users in your communities can give, receive, and create badges
without any additional licenses
● Any member in a community can grant a badge to another
member of the community
● Administrators must enable Thanks settings in Work.com and
add Recognition to the community
10. Sales Highlight: Repeating Tasks Enhancement
● Adds ability to create Task recurrence after a preceding Tasks
Due Date OR after that Task has been completed
● Streamlines recurring Task workflows
● Use this option when Tasks do not need to be completed on a
specific day
12. Service Highlight (1): Entitlement Horsepower
● Create business logic dynamically to calculate milestone start
times
● Use any aspect of a Case as a variable for triggering milestone
timing
● Requires implementing the MilestoneTriggerTimeCalculator Apex
interface with a custom Apex class
● Model more complex SLAs with business hours on milestones
and entitlement processes
● Business hours can change with the severity of a Case
13. Service Highlight (2): Service Console ++
● Multi-monitor support for the Service Console - pop out portions
of the console and move them around
● Multi-components for the console let you customize the sidebars,
footers, and highlight panels of console using Visualforce,
Canvas, or lookup fields
14. Analytics Highlight (1): Report Charts in VF
● Embed report charts in Visualforce pages with 1 line of code
15. Analytics Highlight (2): Flexible Sorting
● In a report with multiple groupings, sort each grouped level by a
summary value appropriate for that level
16. Analytics Highlight (3): Dashboard Filters
● If you have a common set of filter values you use frequently,
save them a named value you can reuse across Dashboards
● Increase the utility of Dashboards without editing underlying
reports
17. Admin Highlight (1): IsFrozen in List Views
● You can now use the IsFrozen field in User list views to create
lists of frozen Users
18. Admin Highlight (2): View User Sessions
● You can now view a list of active user sessions and end sessions
if necessary
● Access via Security Controls -> Session Management
● If you end a user’s session they must log in again before
continuing to use Salesforce
19. Admin Highlight (3): Multi Username Login Hints
● When you have logged into multiple Salesforce organizations
and checked “Remember User Name”, you will be able to select
a past successful username to login with
● This includes communities and orgs using My Domain
● This feature is enable by default starting in March 2014
● Access via Security Controls -> Session Management to change
settings for your organization
20. Force.com Highlight (1): Compound Locations
(beta)
● Geolocation and address fields can now be retrieved through
SOAP and REST APIs in a much more simple way
● select location_latitude__s, location_longitude__s
from building__c
can now be written as:
select location__c from building__c
● select Name, BillingStreet, BillingCity,
BillingState, BillingPostalCode,BillingCountry,
BillingLatitude, BillingLongitude from Account
can now be written as:
select BillingAddress from Account
21. Force.com Highlight (2): New Deployments UI
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New UI to view real-time status of deployments in progress
Will also show pending and deployments from last 30 days
You can drill into deployment errors to investigate
You can cancel deployments!
Setup -> Deployment Status
22. Force.com Highlight (3): Canvas Apps in Feed
● Now generally available: Expose your canvas apps as publisher
actions and as feed items
● Interact with external applications within Chatter
● Developers have complete control over behavior since it is
served from the Canvas app
23. Force.com Highlight (4): Chatter in Apex
● ConnectApi classes expose Chatter data in a much simpler way
● Data is localized and structured for display
● Instead of making many calls to access and assemble a feed,
you can do it with a single call
● This feature provides methods that make working with Chatter
data in Apex much more efficient
● If you are integrating Chatter into 3rd party or mobile apps, you
should still use the Chatter REST API