Salesforce Summer '14 release overview

Summer ’14
Release Overview Deck

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 Summer ‘14 Release Milestones
 Sandbox Preview Instructions
 Release Types
 General Enhancements
 Mobile
 Salesforce Chatter
 Sales Cloud
 Service Cloud
 Analytics
 Data.com
 Force.com
Agenda
NOTE: For a full list of features and functionality, please see the release notes.

Summer ‘14 Release Milestones
Staggered Release (R1)
Friday, 7/11
(NA6, NA7, NA8, NA9,)
Friday, 6/20
(NA1)
Release Training
Available
Thursday, 7/3Sandbox Available
Friday, 6/6
(CS3, CS4, CS7, CS9, CS11,
CS12, CS13, CS14, CS15, CS17, CS19,
CS20, CS30)
May
Sandbox Available
Saturday, 6/7
(CS5, SR1, SR2)
Friday, 7/18
(EU0, EU1, EU2, EU3, NA0, NA2,
NA3, NA4, NA5, NA10, NA11, NA12,
NA13, NA14, NA15, NA16, NA19,
NA20)
& Saturday, 7/19
(AP0, AP1, CS1, CS2, CS6, CS8,
CS10, CS16, CS18,
Preview Release Notes,
Website & Community
Release Update
Thursday, 5/22
June July
Pre-Release Live
Externally
Thursday, 5/6

 Decide by May 30th if you would like to participate in the Summer ‘14
Sandbox Preview
– If you have a full Sandbox, be mindful of the 29-day refresh policy
and plan accordingly.
 Determine your Sandbox instance
– Setup | Deploy | Sandboxes
Sandbox Preview
DEFINITION: Force.com Sandbox customers are able to get early access to
Summer ‘14 features to test new customizations and features
before your production organization is upgraded.

Sandbox Preview (cont.)
 Determine which action to take
 Determine any AppExchange Preview actions
 Understand the Preview Refresh schedule
NOTE: The May 30 2014 deadline is to ensure that all requested refreshes are
complete by June 6th, 2014. If you have a large Sandbox, please keep in mind how
much time it takes to complete your Sandbox refresh to ensure your copy is
completed by June 6th, 2014.

Definitions of Release Types
Pilot: New feature or function available
by invitation-only to a limited set of
customers. The purpose is to gather
feedback and data on product
functionality, scalability, performance and
usability, which will influence the direction,
continued development, or roll out of the
feature.
Beta: Minimum customer feature set
made available to a set of customers on
an opt-in basis, to gain early adoption and
minor feedback on product that the team
will be making minor, known
enhancements to in order for product to
meet marketable feature set. Must go GA
within two releases.
GA: Marketable feature set ready for all
customer production use and all
functional, quality and performance
requirements are complete.
Developer Preview: Provide early testing
opportunities to Developer Edition orgs on
upcoming developer technologies. The
purpose is to solicit feedback for features
that are not ready for a production
release (Pilot, Beta, or GA). The
Developer Preview is not backwards
compatible.

 The size limits for attachments to objects has increased from 5 MB to 25 MB, making it easier for you to
collaborate on large attachments to cases, accounts, orders, and other objects.
 Size limits for incoming email messages has increased from 10MB to 25MB, making it likely that you can even
receive long messages with multiple attachments.
 A new Salesforce notification banner appears on all pages for accounts, contacts, dashboards, and the setup
menu for your organization.
– Dismiss the banner by clicking X on the banner.
– Easily remove the banner through Setup | Customize | User Interface.
 The technology that renders PowerPoint® file previews has been greatly improved so that previews of
presentations now render with noticeably higher quality inside the browser.
What are the General Enhancements to Salesforce?

 When previewing a .pptx file in Salesforce, graphic elements now display correctly on a slide.
 Orders (but not order products) now count against the data storage limits of your organization.
 Two new fields have been added to person objects, including Middle Name and Suffix, allowing you to better
represent the name of a person who’s associated with a record.
What are the General Enhancements to Salesforce? (cont.)

 Salesforce1 users now have even more options for working on the go! Salesforce1
now officially supports the following browser pairings:
– BlackBerry Browser on BlackBerry Z10 devices running BlackBerry OS 10.2 or
later.
– Good Access secure mobile browser on Android phones with Android 4.2 or later
and on Apple mobile devices with iOS 7 or later.
 More Salesforce data is now included in Salesforce1:
– Campaign Members, Salesforce Knowledge articles, and Work.com Coaching,
Goals, and Skills are all now supported.
– All Custom objects that have a tab in the full Salesforce site now show.
– See all list views for an object, not just your four most recently accessed lists.
• Locate data in list views faster by controlling how the information is sorted and
displayed.
What are the Enhancements to Salesforce1?

 Users can now 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 Record was
submitted by a customer via the Idea Exchange.

 Tap a row in a report to drill down directly to a record.
CUSTOMER IDEA: Drill to Report and Record
was submitted by a customer via the Idea
Exchange.

 Publisher Actions show in the Salesforce1
mobile browser app even when Chatter is
disabled.
– Can be created and added to the Publisher
Actions section in object page layouts.
NOTE: Publisher Actions with Chatter
disabled will only show in the
Salesforce1 mobile browser app.
No Feed!
No Chatter
Actions!

 Salesforce1 now supports Communities, so you can
work across the communities you access most.
 Work.com is now integrated with Salesforce1, allowing
you to see your goals as well as coaching details.

 New duplicate detection functionality in Salesforce1 (pilot) alerts you when you try to create a Contact, Lead,
or Account that already exists.
Easily hide
duplicates
Duplicate list
window pops open
Modify data and save
again or select from
duplicate list
Contact your salesforce.com
representative to be
considered for this pilot
features.

 New with Summer ‘14, unlisted groups (pilot) provide a secure and confidential way of collaborating with other
Chatter users.
Unlisted
Group Type
Even files shared
only with Unlisted
Groups are secure
Create new Unlisted
Groups via the
publisher and include
customers

 With Today, users can now import an event on their phone directly to their Salesforce calendar.
What are the Enhancements to Today?
Can import an event
on the phone
(native calendar) to
Salesforce calendar

 Salesforce Events now show in the left nav of Salesforce1.
What are the Enhancements to Today? (cont.)
Salesforce
Events page

 With Today, you can now add a new contact directly from your phone to Salesforce.
What are the Enhancements to Today? (cont.)
Add a contact that
is not currently in
Salesforce

 Search within the main feed to find specific information you need.
 View feed posts organized by topic, which is automatically available from the Recent section of the Salesforce1
navigation menu.
What are the Additional Mobile Enhancements? (cont.)

Mobile Enhancements Summary
Feature
Release
Type
Automatically
visible to all users.
No setup required.
Automatically visible to
all Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
enable this feature.
Salesforce Edition
Salesforce
License
Additional
Supported Devices
GA P CM, GE, PE, EE,
PxE, UE, DE
n/a
Additional Data in
Salesforce1
PxE, UE, DE
n/a
Drill to a Dashboard
from a Report
GA P GE, PE, EE, PxE,
UE, DE
n/a
Drill to a Record
from a Report
GA P
CM, Personal, GE,
PE, EE, PxE, UE,
DE
n/a
Publisher Actions
Enhancements
PxE, UE, DE
n/a
Communities in
Salesforce1
PxE, UE, DE
Communities
Work.com Goals
and Coaching in
Salesforce1
GA P PE, EE, PxE, UE,
DE
Work.com

Mobile Enhancements Summary (cont.)
REFERENCE: For a full list of Mobile features and
enhancements, please see the release notes.
Feature
Release
Type
Automatically
No setup required.
all Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Duplicate Detection
in Salesforce1
Pilot
P CM, GE, PE, EE,
PxE, UE, DE
n/a
Unlisted Groups Pilot P CM, GE, PE, EE,
PxE, UE, DE
n/a
Import an Event
from Today into
Salesforce
PxE, UE, DE
n/a
Salesforce Events
in Left Nav
PxE, UE, DE
n/a
Add a New Contact
using Today
PxE, UE, DE
n/a
Search a Feed GA P CM, GE, PE, EE,
PxE, UE, DE
n/a
View Posts
Organized by Topic
PxE, UE, DE
n/a

Salesforce Chatter
Enhancements

 Salesforce Files Enhancements
 Topics Enhancements
 Chatter Experience Enhancements
 Additional Chatter Enhancements
What are the Enhancements to Salesforce Chatter?

Salesforce Files Sync 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.

A synced file will appear everywhere, across all devices.
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.

Synced files can be shared into business context with a few tabs or clicks.
Salesforce
records!
Chatter Groups
and Users!
Share right
from the
desktop!

Work with your colleagues to collaborate on synced files.
Your colleagues get to
work!
@mention colleagues
and ask them to work on
files.
You can see the
entire version
history.

 We have increased the max attachment file size to 25mb by default. There will be a way to increase this further
for any orgs that want larger attachments.
 Two new standard reports have been added to help you report on Chatter files: Engagement report and
Download report.
What are the Additional Files Enhancements?

What are the Additional Files Enhancements? (cont.)
The File downloads report
shows you the number of
downloads a file has had and
by which users
The Engagement report 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

 New in Summer ‘14, customers can now search for and add topics, and view the topic feed in Salesforce1 in
addition to the browser.
What are the Enhancements to Topics?
Topics in S1
Menu
Topics in S1
Search
Topic Page
Topics on
Feed Items

What are the Enhancements to 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

 Delete topics directly in Salesforce, rather than using the SOAP API, Chatter Rest API, or Chatter in Apex.
 With Knowledgeable About, you can now see what topics users are knowledgeable on in their user profiles.
– Run reports on which users are knowledgeable on a specific topic.
What are the Enhancements to Topics? (cont.)
New ‘Knowledgeable
About’ section displays
what topics the user is
knowledgeable about

What are the Chatter Experience Enhancements?
 New with Summer ‘14, you can roll out Chatter for a
subset of your users, instead of all users in your
organization, using custom profiles or permission sets.
 Bundled Posts (pilot) bring organization and focus
to Record Feeds by grouping feed-tracked changes
together to accentuate user collaboration on a record.
Control access on
custom profiles
Control access with
permission sets
Bundled Post (pilot):
One post representing a
group of sequential
changes to the record
Feed Tracked
Changes:
Navigate to the
individual tracked
changes for details
CUSTOMER IDEA: Profile Based Rollouts was
submitted by a customer via the Idea Exchange.

 Use action links (pilot) to bring any Salesforce or 3rd Party
functionality with an API to a Chatter post, targeting specific users.
– Action Links are an API framework that make it very easy to
integrate within the Feed.
 Action Links can be designated to appear as buttons in the post or as
links in the post's drop-down menu.
 Action links are user-specific and can be made private or public.
What are the Chatter Experience Enhancements? (cont.)
An action link is a
URL on a post that
links to an API, a Web
page, or a file
Note: Action links (pilot) are available through pilot program
and only the Salesforce1mobile browser app.
Enabling users to work
in the feed is the most
powerful way to ensure
that they adopt and
engage in Chatter.

 With Chatter Questions (beta), users can quickly
view similar questions and articles as they enter their
question, without switching context.
 Chatter questions helps reduce duplicate content in
your community by showing similar questions
before your users ask their question.
 Choose to show relevant knowledge articles as
users type their questions in Chatter.
– Users can select the best answer to a question,
which then shows to future people asking a
similar question.

 Email to Groups attachments (pilot) allows
group members to compose or forward an email
to the Chatter Group and have the text of the
email appear in the Chatter Feed, as well as the
attachment.
– Any additional attachments are shown as
comments.
Post by Email:
Email address for
this Group
First
Attachment:
Shows on post
Additional
Attachments:
Added as
comments

 New with Summer ‘14, unlisted groups (pilot) provide a secure and confidential way of collaborating with other
Chatter users.
Unlisted
Group Type
Even files shared
only with Unlisted
Groups are secure
Create new Unlisted
Groups via the
publisher and include
customers

 Chatter has introduced new Application Logs to help gather Chatter email usage metrics.
– With Open Tracking, every time a user views an email, an Open Event is recorded in the Application Log.
– With Click Tracking, every time an end user clicks on any link within a Chatter email, a Click Event is
recorded in the Application Log.
 Special library files can now be shared in a Chatter feed, including Link files and Google docs.

Salesforce Chatter Enhancements Summary
Feature
Release
Type
Automatically visible
to all users. No setup
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com
to enable this
feature.
Salesforce Edition
Salesforce
License
Salesforce Files Sync GA P PE, EE, PxE, UE, DE n/a
Increased the max
Attachment file size to
25mb
GA PE, EE, PxE, UE, DE n/a
Download and
Engagement Reports
GA P PE, EE, PxE, UE, DE n/a
Topics in Salseforce1 GA P CM, GE, PE, EE, PxE,
UE, DE
n/a
Knowledgeable About on
User Profile
GA P CM, GE, PE, EE, PxE,
UE, DE
n/a
Records Tab GA P CM, GE, PE, EE, PxE,
UE, DE
n/a
Profile Based Rollout GA P EE, PxE, UE n/a
Bundled Posts Pilot P Personal, GE, PE, PxE,
UE, DE
n/a
Action Links Pilot P Personal, GE, PE, PxE,
UE, DE
n/a
Chatter Questions Beta P Personal, GE, PE, PxE,
UE, DE
n/a

Salesforce Chatter Enhancements Summary
Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com
to enable this
feature.
Salesforce Edition
Salesforce
License
Email to Groups
Attachments
Pilot P
Personal, GE, PE, EE,
PxE, UE, DE,
Database.com
n/a
Unlisted Groups Pilot P CM, GE, PE, EE, PxE,
UE, DE n/a
Open Tracking GA P
PxE, UE, DE,
Database.com
n/a
Click Tracking GA P
PxE, UE, DE,
Database.com
n/a
Sharing Link files into
Chatter
GA P
PxE, UE, DE,
Database.com
n/a
For a full list of Salesforce Chatter features and

What are the Enhancements to Communities?
Summer ’14 brings the new Community Engagement 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-click access to 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.

Community managers can set reputation levels, which allow community members to achieve a reputation level
based on points earned from posts.
What are the Enhancements to Communities? (cont.)
Levels can 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
displayed on profile
CUSTOMER
IDEA:
Reputation was
submitted by a
customer via the
Idea Exchange.

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

Communities Enhancements Summary
Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com
to enable this
feature.
Salesforce Edition
Salesforce
License
Engagement Console GA P EE, UE, PxE, DE Communities
Reputation Engine GA P EE, UE, PxE, DE Communities
Allow Access to Public
Groups without Login
GA P EE, UE, PxE, DE Communities
For a full list of Communities features and

 Opportunities Enhancements
 Forecasting Enhancements
 Territory Management Enhancements
 Salesforce for Outlook Enhancements
 Salesforce Console Enhancements
 Activities Enhancements
 Price Book Enhancements
 Additional Sales Cloud Enhancements
What are the Enhancements to the Sales Cloud?

New with Summer ‘14, custom field splits allow you to split an opportunity by multiple attributes.
What are the Enhancements to Opportunities?
You can add
custom split types
like ACV in this
example
Users can view each
split in a tab
NOTE: By default your organization is provided with two splits on the Opportunity Amount field,
one of which must total 100%, and one of which can total any percentage. You can now create
up to three more split types, each based on any Opportunity currency field.

 Customize opportunity splits to better reflect your business operations by setting up splits on any currency
field for an opportunity, including custom currency and roll-up summary fields.
 New with Summer ‘14, you can generate orders directly from Opportunities or Quotes (Pilot)
What are the Enhancements to Opportunities? (cont.)
Generate the
Order from a
custom button…
…or from a workflow
rule, like when the Stage
is set to ‘Closed Won’

 New with Summer ‘14, sales teams can now forecast on custom currency fields on opportunities (pilot).
What are the Enhancements to Forecasts?
Custom Field Forecasts are
based on Custom Opportunity
Splits
Configure a forecast
based on any
Opportunity Custom
Split Type

What are the Enhancements to Forecasts? (cont.)
Custom field forecast
shown here with a single
100% split

View the Custom
Field Forecast
View Quotas
The Forecasted Amount = the
Amount on Opportunity Split.
It is the basis for the Forecast
Summary above.
CUSTOMER IDEA: Custom Field Forecasts was submitted
by a customer via the Idea Exchange with over 2,000 votes!

Custom field forecast with an
opportunity split

Hover over the split percent and click. The
Opportunity Splits detail window appears,
showing splits that roll up to the selected
forecast cell in bold. Any other splits on the
opportunity appear in grey.

Model, manage, and analyze your sales territories with Territory Management 2.0 (Beta).
 New with Summer ‘14, cascade delete allows you to delete your territory model and associated objects with just
a single click, significantly reducing administrator efforts and ensuring data integrity.
What are the Enhancements to Territory Management?
Help text displays
prior to deletion
highlighting the
impact of the action

 You can now define and run Territory reports that show account assignments, user assignments, and a
summary of account information based on territories.
What are the Enhancements to Territory Management? (cont.)
Which account has
no territory
assigned?
What is the expected
revenue by territory?
CUSTOMER
IDEA: Territory
Reports was
submitted by a
customer via the
Idea Exchange!

 Display assigned territories as a related list on Account Detail pages.
What are the Enhancements to Territory Management? (cont.)

 With Summer ‘14, the Side Panel is available in all editions of the Sales Cloud.
 Using the side panel, you can now create more kinds of Salesforce records using publisher actions.
What are the Enhancements to Salesforce for Outlook?
The list of publisher
actions is configurable
Each action layout is
customizable to
show/hide specific fields
Actions are
available on any
object type

 New with Summer ‘14, System requirement checks are validated prior to enabling Salesforce for Outlook’s
installer download button.
What are the Enhancements to Salesforce for Outlook? (cont.)
Sys requirements are
checked again when
Salesforce for
Outlook’s installation
begins

 Login frequency, if any, is controlled by admins.
Salesforce for Outlook
login is enforced every
week (7 days) in this
example

 User help is now available in the Side Panel.
Users get access to Help
documentation covering Side Panel
functionality

 With just a few clicks, a new related list component can be added to the console, making it easier to view
certain related lists associated to a record.
 The existing lookup component has been re-skinned to match the new related list component.
What are the Enhancements to Salesforce Console?

 To help users continue working from where they left off in a console, multi-components that appear during a
users’ session appear again when users refresh their browsers, close and open browser tabs, or log out and
log back into Salesforce.
 New interaction log buttons can be added to the console, making attaching calls to Salesforce a breeze!
What are the Enhancements to Salesforce Console? (cont.)

What are the Enhancements to Activities?
 New with Summer ‘14, all new customers will see a
New Event publisher action defaulted in the global
publisher.
 ActivityDate and ActivityDate Time fields are now
available in custom formula fields and validation rules.
This is the Multi-dimension
Publisher action list for the
global MDP in a newly
provisioned org.
ActivityDate
available for a
validation rule

What are the Enhancements to Activities? (cont.)
 Customers will now be able to join the User object to the Activity Relationships object to report on user
activity relationships.
Summarize by
User and see their
meetings and
meeting details
Join User object
to new Activity
Relationships
object

What are the Enhancements to Activities? (cont.)
 Event details are no longer visible in multi-user calendar view if a user does not have sharing
access to the event.
If user doesn’t have
sharing access,
hover only shows
time block.
No details if
user doesn’t
have sharing
access

 New with Summer ‘14, Price Book Entry customizations include the ability to create and edit custom fields,
page layouts, validation rules, and set field level security.
What are the Enhancements to Price Book Entries?
New node in
Setup under Price
Books
New Price Book
Entry detail page
New Price Book
Entry edit page
CUSTOMER IDEA: Price Book Entry
Customizations was submitted by a
customer via the Idea Exchange!

 A new method is available for developers who are now able to access the Standard Price Book in their apex
tests when SeeAllData=FALSE that allows developers to create their own test data such as price book entries
and opportunity products, rather than rely on pre-existing test data.
What are the Enhancements to Price Books?(cont.)
CUSTOMER IDEA: getStandardPricebookId() was submitted
by a customer via the Idea Exchange!

New standard lookup fields are available on Contracts and Orders and allow you to connect to Sales Cloud objects.
What are the Additional Sales Cloud Enhancements?

 With duplicate blocks and alerts (pilot) ,Administrators can configure matching rules for what constitutes a
duplicate record, and duplicate rules for what Salesforce.com should do when a duplicate is found.
What are the Additional Sales Cloud Enhancements? (cont.)
Block displays
duplicates and
prevents save Alert displays
duplicates but still
allows save
NOTE: Duplicate alerts is a closed pilot feature, only
available to a small subset of pre-identified customers.

Sales Cloud Enhancements Summary
Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Custom Field Splits GA P PxE, UE n/a
Customization of Splits GA P EE, PxE, UE n/a
Generate Orders Pilot P EE, PxE, UE, DE n/a
View Split Details in
Forecast
GA P EE, PxE, UE, DE n/a
Custom Field Forecasts Pilot P PxE, UE, DE n/a
Cascade Delete Beta P EE, PxE, UE, DE Sales Cloud
Territory Reports Beta P EE, PxE, UE, DE Sales Cloud
Assigned Territories List
on Account Page
Beta P EE, PxE, UE, DE Sales Cloud
Side Panel in All Editions GA P CM, GE, PE, EE,
PxE, UE
Sales Cloud
Publisher Actions in the
Side Panel
GA P **CM, GE, PE, EE,
PxE, UE
Sales Cloud
**Publisher actions list is configurable in EE, PE, UE, and DE

Sales Cloud Enhancements Summary (cont.)
Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
System Requirements
Check
PxE, UE
Sales Cloud
Login Frequency GA P CM, GE, PE, EE,
PxE, UE
Sales Cloud
Help in the Side Panel GA P CM, GE, PE, EE,
PxE, UE
Sales Cloud
Salesforce Console for
Sales Enhancements
GA P EE**,PxE*, UE**,
DE*
Sales Cloud
Default New Event
Publisher Action for New
Orgs
PxE, UE
n/a
ActivityDate and
ActivityDate Time fields
Available in Custom
Formulas fields and
validation rules
PxE, UE
n/a
User to Activity Join
through Activity
Relationship in CRTs
PxE, UE
n/a
*Available with a Sales Cloud license
**Available with the Sales Cloud for an additional cost

Sales Cloud Enhancements Summary (cont.)
Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Customizable Price Book
Entry
GA P* P PE, EE, PxE, UE, DE n/a
Access Standard Price
Book with SeeAllData =
False
Standard Lookup Fields on
Sales Cloud Objects
Duplicate Blocks and
Alerts
Pilot P PE, EE, PxE, UE, DE n/a
* Users with Price Book CRUD enabled will be able to navigate to the Price Book
Entry edit/detail pages via the View/Edit links on the Price Book detail page,
Product detail page, and Price Book Entry List View

 Case Feed Enhancements
 Community Templates for Self Service
 Entitlement Management Enhancements
 Salesforce Knowledge Enhancements
 Live Agent Enhancements
 Salesforce Console Enhancements
 Service Communities Enhancements
 Social Customer Service Enhancements
What are the Enhancements to Service Cloud?

The Service Cloud Case Feed presents an entirely new Case Management experience
optimized for call center agents.
 Publishers and the Feed are now variable width (not fixed) and take up the full width of
the Case Feed page frame.
What are the Enhancements to Case Feed?
From the Case Feed
Page Layout, Admins
can enable full-width
feed.

 Case Feed page publishers now automatically collapse when a given publisher’s action is performed.
What are the Enhancements to Case Feed? (cont.)
The default state is
collapsed. The publisher
labels now toggle the
collapsed/expanded state
each time they are clicked.
Performing the Quick
Action will automatically
collapse the publisher.

 The milestone tracker and Case Topics components can now be added to the Salesforce Console for
Service sidebar regions via the standard declarative page layout editor.
 With Quick Text Messages, agents can add standardized text when replying to customers and updating cases.
– Case Feed Portal
– Log a Call
– Change Status
The default state is
collapsed. The publisher
labels now toggle the
collapsed/expanded state
each time they are clicked.
Performing the Quick
Action will automatically
collapse the publisher.

 Add the Send Email action to case page layouts
in Salesforce1 so users can send email messages
directly from case records.
 Inline images now appear correctly in email replies
from case feed.
 Add the attachment component to the Case Feed
page so your support agents can quickly view and
manage all of the files associated with a case.
 Using the power of topics on cases, support agents
can be endorsed as experts on specific topics.

 Using a Community Template,
designers or contributors can
set up Knowledge for Self-
Service (beta) or Cases for
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
2. Switch between
Design and Live Modes
3. Preview and
Publish any changes
you make4. View Site on
desktop, tablet, and
phone modes

What is Community Templates for Self-Service? (cont.)
Desktop Design
Tablet Design
Mobile Optimized Design
NOTE: This view reflects the end user perspective of the Knowledge Self-Service site.
Data Category
Navigation Data Categories
Search
Content
Block

What is Community Templates for Self-Service? (cont.)
Case Single Item
View. Respects
Layout.
My Cases button takes
user to a list of Cases
When a user clicks on a link
on the bottom of the screen,
they are asked to
authenticate before
submitting a case
NOTE: This view reflects the end user perspective of the Case Self-Service site.

 In addition to the Milestone Tracker being added to the Console, it can also be added to an Entitlement,
making agents aware of how much time they have until their milestones are due.
What are the Enhancements to Entitlements?

 With Summer ‘14, you can now search, view, and access Articles linked to a case in the Salesforce1 mobile
app.
What are the Enhancements to Salesforce Knowledge?
Access Article
via Left
Navigation
Access last
view article and
search Articles
Display Article
including Chatter,
Publisher, Related List
Access Articles
attached to a
particular case
OFF-CYCLE RELEASE: Articles on S1 will be released outside of
the regular release schedule. See the release blog for specific
dates.

 As users search for an article keyword or title, they will now see auto-complete suggestions that match their
search.
– Setup | Customize | Knowledge | Settings
What are the Enhancements to Salesforce Knowledge? (cont.)
Auto-Complete is available
for internal users and
customer/partner users
Auto-complete with 3 most
successful search done on the
system. Note that suggestion are
based on search channel (internal,
customer, partner or public)
Displays the first 3 articles
where keyword matches
the article title.

 With the new sample code button, knowledge base authors can add code samples in the rich text editor
without worrying about formatting.
 Summer ‘14 brings the announcement of Apache Solr, which now powers the next generation of search (Pilot)
infrastructure in Salesforce Knowledge, bringing you faster, smarter, and more relevant results.
New Button available
to add code sample.
Code Sample
automatically get a
specific way to be
renderer

 When your knowledge base administrators search for a synonym within synonym groups, search results now
show the number of groups containing that synonym.

 With Custom Routing (Pilot), Live Agent integrates with third-party routing systems, such as telephony
systems.
 Live Agent customers now have the ability to upload and transfer files to agents during a chat so they can
easily share important information without leaving their chat window.
What are the Enhancements to Live Agent?
What
customers
will see
Click on file transfer
and pick record to
attach to
Case
Attachment

 New in Summer ‘14, an agent can include multiple agents in a single chat (pilot).
What are the Enhancements to Live Agent? (cont.)
In Agent Configuration,
enable Chat Conference
Settings
Click to
initiate a chat
conference

 Agents can now transfer chats to chat button queues, rather than to specific agents, which increases the
chance of connecting a customer with an agent who can answer the customer’s question.
Transfer to a
queue
Number of
engaged chats

 The Live Agent articles tool has been replaced with the improved Knowledge One widget to give your agents
better access to articles they can share with their chat customers.
When agents click
share, article will
show up on a chat
dialogue
Agent can click to
share or share link if
the article is long
NOTE: If you have an existing
organization that uses the Live
Agent articles tool to share
knowledge-base articles, your
agents will still see the same view
in the Salesforce console. To
replace the articles tool, simply
enable Knowledge One.

 Add related lists to the sidebars of a Salesforce console to display relevant information next to specific pages.
What are the Enhancements to Salesforce Console for Service?

 Let agents categorize records with the topics list and track their performance against milestones with the
milestone tracker while working with cases in the Salesforce console.
 The existing lookup component has been re-skinned to match the new related list component.
What are the Enhancements to Salesforce Console for Service? (cont.)
New Add Call Data button
allows users to attach call data
from any active call to any
interaction log.
New Clear Log allows users
to clear the Interaction Log
in one click!

What are the Enhancements to Service Communities?
 With Chatter Questions (beta), users can quickly
view similar questions and articles as they enter their
question, without switching context.
 Chatter questions helps reduce duplicate content in
your community by showing similar questions
before your users ask their question.
 Choose to show relevant knowledge articles as
users type their questions in Chatter.
– Users can select the best answer to a question,
which then shows to future people asking a
similar question.

Social Customer Service allows you to respond to your customers via social networks and capture important case
information.
 With Moderation, agents can manually triage Social posts instead of automatically creating or updating a case
for each new post.
 Quick text lets you create ready-to-send responses that Social Customer Service agents can post to social
networks.
 With Social Actions and Content, agents can see content and take action on social posts directly from the case
feed.
What are the Enhancements to Social Customer Service?
Agents can see in a default
filter which Social Posts are
not yet related to a Case
Agents can create a
case for Social Posts
through a one-click
button action
Agents can ignore
Social Posts if they
should not be cases

What are the Enhancements to Social Customer Service? (cont.)
 Allow agents to predict when they can shift
conversations to private message format.
 Agents can respond from wherever they are using
Salesforce1.
Agents can clearly see which
social handles they can DM from
View previous social post
associated with case
Select Social
Account to
respond from
Select
message type
Enter response
content

Service Cloud Enhancements Summary
Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Variable Width Case
Feed
GA P EE, PxE, UE, DE
Service
Cloud
Auto-Collapse
Publisher
Service
Cloud
Quick Text GA P EE, PxE, UE, DE
Service
Cloud
Service Cloud
Console Multi-
Component Support
Service
Cloud
Support In-line
images for Inbound
Email
Service
Cloud
Email Publisher in S1 GA P EE, PxE, UE, DE
Service
Cloud
Attachment
Component on Case
Feed
Service
Cloud
Case Experts Pilot P EE, PxE, UE, DE
Service
Cloud

Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Community
Templates for Self-
Service
Beta P EE, PxE, UE, DE
Service
Cloud
Articles in
Salesforce1
GA P PxE, UE, DE Knowledge
Auto-complete
Keyword Search
Auto-Complete Title
Search
Add Code Sample GA P PxE, UE, DE Knowledge
Next-Gen Knowledge
Search
Pilot P PxE, UE, DE Knowledge
Custom Routing Pilot P EE, UE, DE
Service
Cloud

Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
File Transfer GA P EE, UE, DE
Service
Cloud
Chat Conference Pilot P EE, UE, DE
Service
Cloud
Transfer to a Queue GA P EE, UE, DE
Service
Cloud
Transfer Number of
Chats
GA P EE, UE, DE
Service
Cloud
Knowledge One
Component
GA P EE, UE, DE
Service
Cloud
Related List
Component
GA P EE, PxE, UE, EE
Service
Cloud
Topics List and
Milestone Tracker
Service
Cloud
New Skin for Lookup
Component
Service
Cloud

Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Chatter Questions Beta P
Personal, Group,
PE, EE, PxE, UE,
DE
n/a
Social Customer
Service
Enhancements
Beta P EE, PxE, UE
Service
Cloud
For a full list of Service Cloud
features and enhancements,
please see the release notes.

Summer ’14 brings new ways to interact with reports and dashboards on mobile devices. With Drill to Report,
simply tap a dashboard component to go to the report that contains the data the component is displaying.
What are the Enhancements to Analytics?
Tap on chart
to view report
Underlying
report can be
viewed
Tap on
column
header to
sort data
Swipe right to
view more
columns
CUSTOMER
IDEA: Drill to
Report was
submitted by
a customer
via the Idea
Exchange.

Summer ’14 introduces the Dashboard API,
allowing you to retrieve and refresh dashboards
using the REST based Analytics API.
Dashboards can be:
 Embedded anywhere, like high definition
TVs, or in a Public portal.
 Refreshed as 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:
Dashboard API was submitted
by a customer via the Idea
Exchange.

 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
Select the 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.

Enable historical tracking on Forecasts to track how your forecasts change over time.
Enable Trending
on forecast
object
Find Forecast Item
Object from the list of
all the Objects
available for tracking

Matrix report showing
Snapshot dates and
forecast changes
Select Historical
Fields in the
Report Builder

With Summer ’14, you can now track lookup fields, rather than just fields that belong to the current object.
Here you see a lookup
to the Opportunity
object
Admin can select this
lookup field on
Opportunity to be
trended
The report shows the
change in lookup
value between two
data points

 With Personal Analytic Notifications (pilot), you can subscribe to reports and receive notifications when
certain conditions are met.
 Use Open Charts (pilot) to plug in your own visualization libraries that are used to display charts throughout
the Salesforce interface.
Contact your salesforce.com
representative to be
considered for these pilot
features.

Analytics Enhancements Summary
Feature
Release
Type
Automatically
No setup required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Drill to Report GA P EE, PxE, UE, DE,
Database.com
n/a
Dashboard API GA P EE, PxE, UE, DE,
Database.com
n/a
Pin Report Folders GA P
GE, PE, EE, PxE,
UE, DE,
Database.com
n/a
Mass Delete Reports GA P
GE, PE, EE, PxE,
UE, DE,
Database.com
n/a
Historical Tracking on
Forecasts
GA P EE, PxE, UE, DE, n/a
Track Lookup Fields GA P EE, PxE, UE, DE, n/a

Analytics Enhancements Summary (cont.)
Feature
Release
Type
Automatically
No setup required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Personal Analytic
Notifications
Pilot P EE, PxE, UE, DE,
Database.com
n/a
Open Charts Pilot P EE, PxE, UE, DE,
Database.com
n/a
For a full list of Analytics
features and enhancements,

 Users can now search by DUNS number on DatacloudCompany and DatacloudDandBCompany objects.
What are the Enhancements to Data.com?
DUNS search available for
BOTH
DatacloudCompany &
DatacloudDandBCompany
objects

 Find all company records under one Global Ultimate DUNS number.
What are the Enhancements to Data.com? (cont.)
Requires Data.com
premium licenses

Data.com Enhancements Summary
Feature
Release
Type
to all users. No
setup required.
all Admins. No setup
required.
Not automatically
visible. Feature
Is available
But requires
Some setup.
Contact
salesforce.com to
Data.com Product
DUNS Number Search GA P Corporate Prospector, Premium
Prospector, Premium Clean
Global Ultimate DUNS Number
Search
GA P Premium Prospector, Premium
Clean
REFERENCE: For a full list of Data.com features
and enhancements, please see the release notes.

 Work.com Skills
 Work.com Coaching
 Work.com Goals
 Work.com Recognition
What are the Enhancements to Work.com?

Generally available in Summer ‘14, skills allow users to share information about their professional expertise.
Users can discover, collaborate with, and endorse others based on their knowledge.
What is Work.com Skills?
Skills are shown as a list of bubbles. Each skill
bubble contains the name of the skill and an
endorsement count (unless endorsements are
disabled for the viewing user).
Once enabled by your Administrator,
the Skills section will appear on the
Overview tab of user profile pages.
NOTE: Skills requires
a Work.com license.
Organizations that
previously enrolled in
the pilot will have
access to their Skills
data after they obtain
a Work.com license.

View someone’s skills and endorsements on the go through the Salesforce1 Android and Web application.
What is Work.com Skills? (cont.)
When viewing a user’s profile in
Salesforce1, there is now a related
list card for “User Skills”.
Tapping into the User Skills card shows
the full list of that user’s declared skills.
You can further tap into each skill card to
see more details about the user’s
association with the skill.

 Admins can configure the way skills appear on profile pages and feed posts.
 When viewing your own profile, the Skills widget will suggest potential skills to add.
Admins can select the
fields that are exposed
by editing the layout.
Suggestions are sourced from the
Chatter Topics system. If the user
is considered “Knowledgeable” on
specific topics, those topics are
suggested as potential skills.

Easily edit, add, or delete skills on your profile.
Clicking the pencil icon
initiates edit mode on my
skills. (Unless the user does
not have edit access).
Existing or unsaved
new skills can be
removed by clicking
on the “X”
After typing a new skill into
the box, hit enter or select the
“Add new skill” text. The skill
is added to the list below.
As I type in a skill name, the system may
provide autocomplete suggestions for
existing skills. This prevents duplicate skills.
Autocomplete matches any part of a skill
name. If the skill being entered is unique in
the org, there won’t be suggestions.
When done editing, to finalize all
skill changes (additions and
deletions), click Save. To discard
all changes, click Cancel.
1
2
3
4
5

 When viewing someone’s profile, you can click to endorse him/her on a specific skill.
– If the view doesn’t have access to give/see endorsements, then only the skill name is shown.
 When viewing someone’s user record you’ll see a related list that shows that user’s declared skills.
After you’ve personally endorsed someone on
a skill, the thumb icon for that skill turns blue.
You can’t endorse someone multiple times on
the same skill.
Each skill in the list shows
an endorsement count.
This number represents
how many times others in
the organization have
endorsed the user on this
particular skill.
Clicking on an
Endorsements link goes
to the Skill User record.
Clicking on a Skill link
goes to the global Skill
record in the org.
Clicking on a Skill User
Name link takes you to
the Skill User record.

Easily create reports and dashboards on skills data, such as most popular skills, most skilled people, and
most endorsed people.

What is Work.com Coaching?
Work.com Coaching enables real-time, ongoing coaching conversations.
Initiate a coaching
conversation from
anywhere in
Salesforce1 and on
the Desktop

What is Work.com Coaching? (cont.)
Administrators can customize Chatter actions to tailor the coaching conversation. Add partner or custom
actions to customize the coaching feed with additional functionality.
Continue private,
ongoing
coaching
conversations
Participants in the coaching
space will automatically follow
updates in the feed so that they
never miss an update.

What is Work.com Coaching? (cont.)
Coach against the metrics that matter.
Coach against
metrics
Use filters to
locate the right
metrics

What is Work.com Goals?
Work.com Goals makes it easy to define, track, and measure your work against both quantitative and
qualitative metrics.
Review progress
in Salesforce1 and
on your desktop

What is Work.com Goals? (cont.)
Administrators can customize chatter actions to add additional functionality to goals.

What is Work.com Goals? (cont.)
Assign metric weights to accurately track the completion
of a goal.
Use reduction metrics and metrics that don’t start at
zero.
Adjust metric
weights
Reduction metric from 5 pushed
opportunities down to 2
Metric starting
from 50 calls

What are the Enhancements to Work.com Recognition?
 Work.com Recognition includes Thanks and Rewards.
– Thanks (aka Badging) allows users to create real-type recognition on specific behaviors and
achievements.
– Rewards ties badging to tangible rewards such as gift cards, and can be redeemed through e-mail or a
user’s profile.
• New in Summer ‘14, rewards are now open, meaning customers can use rewards from nearly every
digital gift code brand, and support international currencies.
Tab visible to
users with
Create on RFT
Admins can now
add Reward brands
(“RFTs”) beyond
Amazon
New reward
brands for
the org
Supports international
currencies

What are the Enhancements to Work.com Recognition? (cont.)
 Badge limits enables badge creators to limit the number of times an individual badge can be given. This
drives scarcity value of key high-desire badges, and can be used as a budgeting tool for Reward Badges.
Number of
badges
available for
user
Individual
badge limits
per user or in
total
Badge creator enters
number (limit)

What are the Enhancements to Work.com Recognition? (cont.)
 Community Portal users can now have rewards in their community. Work.com users can build
community-specific badges.
 Rewards is now fully on the Salesforce1 platform, meaning you now have the ability to add custom fields
and modify layouts for customization.
NOTE: For Portal
users to have
rewards they must
have a Work.com
license.

Work.com Enhancements Summary
REFERENCE: For a full list of Work.com features
and enhancements, please see the Release Notes.
Feature Release Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Work.com Skills GA P *PE, EE, UE,
PxE, DE
Work.com
Work.com Coaching GA P PE, EE, UE,
PxE, DE
Work.com
Work.com Goals GA P PE, EE, UE,
PxE, DE
Work.com
Open Rewards GA P PE, EE, PxE, UE,
DE
Work.com
Badge Limits GA P PE, EE, PxE, UE,
DE
Work.com
Communities
Enhancements
DE
Work.com
Rewards on
Salesforce1 Platform
DE
Work.com
* Without API access, has degraded functionality.

What are the Enhancements to Site.com?
 Site designers and site administrators can now rename assets.
 Contributors, designers, and site administrators can now edit plain text files,
directly in Site.com studio.
 To streamline the appearance of Site.com Studio, we’ve replaced the names
of several panes with icons.
 You can now make your rich-text area fields compatible with Internet
Explorer 11.

Site.com Enhancements Summary
REFERENCE: For a full list of Site.com features and
enhancements, please see the Release Notes.
Feature Release Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Site.com
Enhancements
GA P EE, PxE, UE, *DE n/a
*Available in DE with limitations.

Force.com Customization
Enhancements

 Permission Enhancements
 Publisher Actions Enhancements
 Setup Enhancements
 General Administration Enhancements
 Business Logic and Process Automation Enhancements
 Security Enhancements
 Sharing Enhancements
 Additional Force.com Customization Enhancements
What are the Customization Enhancements to Force.com?

 When creating new apps on the Salesforce platform, it’s now possible to control which features users get at a
granular level using custom permissions.
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
Permission Sets
Declaratively
define custom
permissions in
Setup
CUSTOMER IDEA: Custom Permissions was submitted
by a customer via the Idea Exchange.

The Manage Users permission is the
ultimate power in the universe of
permissions. To ensure this permission isn’t
over-used, more specific permission have
been created for Managing Users:
 Eight new user permissions have been
crated for managing versus assigning
rights for users including profiles,
permission sets, roles, sharing, as well as
the fundamental user management
permission.
 The manage users permission still exists,
but now fewer users will be assigned to
this permission, allowing tighter control
over who has access to adjust user
permissions.
What are the Enhancements to Permissions?
New Section
under System
Permissions
New user
permissions that
separate duties

 Publisher Actions show in the Salesforce1
mobile browser app even when Chatter is
disabled.
– Can be created and added to the Publisher
Actions section in 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 Feed!
No Chatter
Actions!

 With advanced setup search (beta), capabilities are added to the search box in the Setup sidebar, improving
searching for custom field definitions and custom object definitions by name.
– Once advanced setup search is enabled, a tooltip will appear in your Setup search window.
– With custom field search, an administrator or developer can find the custom field definitions he/she is
searching for dramatically faster by searching for them by name.
• For example, searching for “loc” returns all custom fields across all objects whose name includes “loc”, such
as “Account Location”, “Asset Location,” and “Vehicle Location.”
– With custom object search, you can find the custom object definition you need immediately by typing in at least
two letters of its name.
• For example, searching for “ex” returns “Exam,” “Expense,” “Expertise,” and so on.
What are the Enhancements to Setup?
Advanced Setup Search is
enabled at
Customize | User Interface

What are the Enhancements to Setup? (cont.)
Filters
1.) Typing “exp” narrows
down the Setup tree to the
matching Setup pages …
NOTE: Advanced Setup Search
(Beta) is an opt-in feature.
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.

 When setting the Login IP Ranges for a profile on your organization, you can now also enter a description for
each range to help identify the purpose of the range setting.
 The limit has been raised from three to seven for external IDs on custom fields.
 Customize feed-based page layouts to meet your needs.
– Expand the feed horizontally and automatically collapse the publisher when it’s not in use so users can see
more information at a glance when they work with records.
 Every custom object is now classified as a Light or Enterprise object, based on whether or not it uses a private
sharing model, Bulk API, or Streaming API.
– If you use a private sharing model, Bulk API, or Streaming API with the object, it’s considered an Enterprise
object.
 Significant changes were made to how HTML code is handled in home page components.
– To see a full list of the enhancements, please see the release notes.
 We’ve made some changes to the way actions work in Salesforce and Salesforce1:
– Global Publisher Layouts and Global Actions have new locations in Setup.
– Mobile smart actions no longer automatically display in Salesforce1.
– We’ve added a create action for events to the default actions on the global publisher layout.
 With Usage based entitlements, track how much your organization is using in a given entitlement.
What are the General Administration Enhancements?

 Keep track of how many custom objects your users are assigned to by creating a custom report type with the
user License and Custom Object usage by User License Metrics objects.
What are the General Administration Enhancements? (cont.)
Create a new Custom Report Type with
“User Licenses” as the primary object.
Sample Matrix Report built
using the Custom Report
Type showing custom object
usage trending over 3 days.

 Workflow email alerts for the User object can reference fields from the user record that triggered the workflow
rule.
– When workflow email alerts approach or exceed certain limits, Salesforce sends a warning email to the default
workflow user or – if the default workflow user isn’t set – to an active system administrator.
 Flow triggers can pass pervious record values into Sobject variables (pilot) using the {!old} value.
 You can now run reports on completed and in-progress approval processes and their steps. Previously
reports were available only for pending approval requests.
– It’s important you understand the limitations and special behaviors when you create or view approval history
reports. To see all considerations, please see the release notes.
 There are new methods available for triggering a flow:
– The Apex start() method
– A custom button or link
– The flow URL
– The Run button in the Cloud Flow Designer
 Manipulate multiple salesforce fields for salesforce records with a single query, and manipulate that data with a
single DML statement by using sObject variables, sObject collection variables, and loops in a flow.
 When building a flow, you can now reference fields for records that are related to the values that are stored in an
sObject variable.
What are the Enhancements to Workflow?

 You now have two options for sending email from a flow: call an existing workflow email alert or configure the
email within the flow.
– With an Email Alert element, you only need to associate the email with a record.
– With the Send Email element, you need to provide the subject, body, list of recipients, and sender for the
email.
 As an alternative to Record or Fast elements, flows can now use object-specific and global actions to create and
update salesforce records.
 Previously, flows could potentially consume more resources than are allowed by our governor limits, such as the
number of DML statements or SOQL queries issued in a single transaction.
What are the Enhancements to Workflow? (cont.)

 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 minimum length.
 Admins can require uppercase and lowercase letters (before it 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 session timeout session
setting, where the page gets automatically redirected to the login page once a session times out, so
whatever was on the screen is no longer visible.
 Developer Edition organizations now get 10 Identity Connect permission set licenses for testing
and development.
What are the Enhancements to Security?

 The Salesforce login page includes a link, Log in to a custom domain, so users of organizations that
implemented My Domain or Communities can easily get to their organization.
 The multiple username login hints feature lets the salesforce.com login page remember usernames for past
login, across multiple organizations or custom domains. This feature is now supported in Internet Explorer 8 and
later.
 You can use Microsoft Access Control Service as an authentication provider using OAuth. Authorization is
typically done by a Microsoft Office 365 service like Sharepoint® Online.
What are the Enhancements to Security? (cont.)
REFERENCE: For a list of all the Summer ‘14 Security features,
User can click
on Log in to a
custom domain
User can overwrite the auto
completed My domain URL
with their community URL
User start typing and the page
displays suggestions for
completing the My Domain URL.

 User Sharing controls the visibility of internal users and external users within your organization, communities,
and portals. Starting in Summer ‘14, user sharing is on by default in all orgs.
 Enable or disable the sharing button for all users via the Sharing Settings page.
What are the Enhancements to Sharing?
User Sharing
enabled for all
Separate OWD
enabled for all
Control whether users
can manually share
their own user record

 External Organization-Wide Defaults enable you to set a different default access level for external users. In
Summer ‘14, External Organization-Wide defaults are auto-enabled for all organizations.
 When you create, update, or delete sharing rules, the resulting recalculation is now processed asynchronously
and in parallel. The recalculation is run in parallel and asynchronously in the background, which speeds up the
process and provides better resilience to site operations such as patches and server restarts.
– Progress of the recalculation can also be monitored on the Background Jobs page.
What are the Enhancements to Sharing? (cont.)
REFERENCE: For a full list of Summer ‘14 sharing

 Use the Salesforce Metadata API to define a retention policy for your field history (Pilot).
– Field History Retention policies define how long field history should be stored in production and archive data
stores. With an aggressive retention policy, Salesforce will allow significantly higher field tracking per object,
significantly increasing the data audit capability available on the platform
 This release includes updates that improve the performance, logic, and usability of Salesforce but may affect
your existing customizations. For a full list of critical improvements, see the release notes.
What are the Additional Force.com Customization Enhancements?

Force.com Customization Enhancements Summary
Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Custom Permissions DP P DE n/a
More Specific
Permissions for
Managing users
GA P PxE, UE, DE,
Database.com
n/a
Publisher Actions for
Chatter Off
Organizations
UE, DE
n/a
Advanced Setup Search Beta P PE, PxE, UE, DE n/a
Login IP Range
Description
GA P EE, PxE, UE, DE,
Database.com
n/a
Increase in External ID
Limits
Database.com
n/a
Customize Feed-Based
Page Layouts
Database.com
n/a
Custom Object
Classification
Database.com
n/a
Custom Object Tracking GA P EE, PxE, UE, DE,
Database.com
n/a
New location in Setup
for Publisher Actions
UE, DE
n/a

Force.com Customization Enhancements Summary (cont.)
Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Changes to Mobile
Smart Actions Behavior
UE, DE
n/a
Usage Based
Entitlements
GA P EE, PxE, UE n/a
Visual Workflow
Enhancements
Flow Triggers Can Pass
Previous Record Values
into Sobject Variables
Pilot P PE, EE, PxE, UE, DE n/a
Run Reports on
Completed and In
Progress Approvals
Custom Domain for
Communities
GA P
CM, GE, PE, EE, PxE,
UE, DE ,
Database.com
n/a
Login Hints in IE8 or
Later
GA P
CM, GE, PE, EE, PxE,
UE, DE ,
Database.com
n/a
User Sharing on by
Default
GA P PxE, UE, DE,
Database.com
n/a
Control Manual Sharing
on User Records

Force.com Customization Enhancements Summary cont.
Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
External Org Wide
Defaults Auto Enabled
Asynchronous parallel
recalculation of sharing
rules
Retain Field History Data Pilot P CM, GE, PE, EE, PxE,
UE, DE,
n/a
REFERENCE: For a full list of Force.com features
and enhancements, please see the release notes.

Force.com Development
Enhancements

 Sandbox Enhancements
 Change Sets Enhancements
 Force.com Canvas Enhancements
 Developer Console Enhancements
 Visualforce Enhancements
 Additional Force.com Development Enhancements
What are the Force.com Development Enhancements?

 In Summer ‘14, Sandbox copy and refresh now support connected apps installed using a package
installation, such as connected apps installed from the AppExchange.
 You can match provisioned licenses in production to your sandbox organization without having to refresh your
sandbox.
What are the Enhancements to Sandbox?

 Administrators and Developers now have new ways to use change sets and external tools for deployments. The
following Entitlement type sets are now included in change sets:
– Entitlement Process
– Entitlement Template
– Milestone
 Account access permissions are now included in territories and deployed as part of territories in change sets.
 With Summer ‘14, you can now monitor the status of all deployments in one place. Change sets, the Metadata
API, and tools-based deployments all show on the Deployment Status page.
 The Force.com Migration Tool now accepts the rollbackOnError parameter in build.xml for deployment targets
and no longer ignores this value.
What are the Enhancements to Change Sets?

 Now you can directly embed Canvas Apps on your Page Layouts and in S1 Mobile Cards without having to
use a Visualforce wrapper.
What are the Enhancements to Force.com Canvas?
Embed your Canvas
App directly in a Page
Layout without using a
Visualforce Container
Canvas Apps can be
displayed in Record
Detail and in Mobile
Cards in S1

 The orientation event enables you to handle
changes in orientation when your canvas app
appears on a mobile device.
 Set your own Canvas App icon for your apps
in S1 Mobile Navigation menu.
What are the Enhancements to Force.com Canvas? (cont.)
Canvas apps can
use their own logo,
or the default
Puzzle Piece logo
Rotating your device
sends an event letting
the canvas app know
which orientation you are
at (0, -90, or 90 degrees)

 Now you can dynamically generate Canvas App parameters and modify the signed request through the
use of an Apex class associated to the Canvas App
Using an Apex Lifecycle
Handler, you can
override the default
behavior of the signed
request and context
You can use custom
logic to override the
default Canvas URL

 Now you can include record details in the signed request that are automatically generated based on the
record the Canvas App is embedded on. The <apex:canvasApp> component has a new attribute called
entityFields. This attribute lets you specify object fields to be returned in the signed request Record object.
You can set the record
fields in the Apex Lifecycle
handler and/or the
Visualforce component
The fields requested
will be returned in the
“record” object in the
signed request and
context

 The Canvas SDK provides methods to resend and refresh the signed request, allowing you to use your
existing single sign on solution (including SAML) to provide your users with a seamless authentication
flow.
This also allows
you to display VF
pages between
different orgs
With SAML Support,
you can now log into
your 3rd party app
and then refresh the
Signed request
through the Canvas
SDK

 The new Edit menu in the Developer Console allows you to quickly access search and edit functionality.
 Search for files by name using the new Open Resource dialog in the Developer Console.
 Use the Query Plan tool to optimize and speed up queries done over large volumes.
 The Change Log Levels dialog in the Developer Console now includes a color-coded Expiration field that displays
the current logging status.
What are the Enhancements to Developer Console?

 Visualforce Remote Objects has been improved with new features, including remote method overrides, an
upsert() operation, the orderby query condition for specifying sort order, and new query operators for
where conditions. Also, Remote Objects now supports geolocation fields, which removes a limitation of the prior
release.
 The topics widget lets users see, add, and remove topics on a record so it’s easy to tag and categorize records.
Use the renderStyle attribute to specify whether the widget appears with a basic or an advanced user
interface.
 The markerFill and fillColor attributes of the <apex:lineSeries> charting component weren’t
defaulting to match the component’s strokeColor as documented. This behavior has been corrected for pages
that are set to API versions 31.0 and later.
 The way that Visualforce adds Salesforce CSS and JavaScript resources to generated pages has been
optimized. The result is pages that are faster to download and more efficient to render in the browser than in
prior releases.
 Visualforce session management has been improved to more correctly handle transitions between different
salesforce.com servers. The critical update is transparent in normal use but fixes problems with certain edge
cases.
What are the Enhancements to Visualforce?

 Limits for all Apex describe calls have been removed for all API versions. Describe calls include describes
for sObjects, fields, field sets, child relationships, picklists, and record types.
 The Limits methods for script statements have been removed but are available and deprecated in API
version 30.0 and earlier. Because the script statement limit is no longer enforced in any API version since
Winter ’14, the associated Limits methods are no longer needed.
 You can access the Standard Price Book in your apex tests when SeeAllData=FALSE and create your own test
data rather than relying on pre-existing test data.
 You can submit more batch jobs simultaneously and actively manage the order of the queued jobs (Pilot)
 There are a number of changed methods, classes, and interfaces in the Summer ’14 release. For a full list of
these changes, please see the release notes.
 There are a number of new and changed objects, as well as new and changed calls, methods and attributes
related to API 31.0. For a full list of API changes, please see the release notes.
What are the Additional Force.com Development Enhancements?

Force.com Development Enhancements Summary
Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Packaged Connected Apps
Copied to Sandboxes
Match Production
Licenses to Sandbox w/o
Refresh
Change Sets
Enhancements
Layouts and Mobile Cards
Location
GA P EE, UE, PxE, DE n/a
S1 Orientation Event GA P GE, PE, EE, UE,
PxE, DE n/a
Mobile Navigation Canvas
Icons
GA P GE, PE, EE, UE,
PxE, DE n/a
Apex Lifecycle Handler GA P* EE, UE, PxE, DE n/a
Canvas URL Override GA P* EE, UE, PxE, DE n/a
Record Attachment GA P* EE, UE, PxE, DE n/a
SAML Support GA P EE, UE, PxE, DE n/a
*Available through GE and PE through packaging

Force.com Development Enhancements Summary
Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
SAML Support GA P EE, UE, PxE, DE n/a
Developer Console
Enhancements
renderStyle Attribute GA P EE, UE, PxE, DE n/a
markerFill and fillColor
Attributes
CSS and Javascript
Resources
Enhanced Session
Management
Limits for all Apex
describe calls have been
removed for all API
versions.
Access Standard Price
Book with
SeeAllData=False
Submit more batch jobs
simultaneously
GA EE, UE, PxE, DE n/a

Historically, after selecting to install an app from AppExchange, customers have had to go through a long installation
experience. New with Summer ‘14, a simplified installer makes app installation possible in just one step.
What are the Enhancements to ISVForce?
Release
Notes
One-step
Install

 ISVs can specify the set of post-installation configuration steps that their customers should perform upon
install or upgrade.
What are the Enhancements to ISVForce? (cont.)
Post install
instructions
NOTE: While uploading the package, the ISV has to specify the post install
instructions. This can be a URL to their website or a VF page that is part of the
package that is being uploaded.

 The new Partner Community at https://partners.salesforce.com is now the primary resource for all ISVs.
 You can collect detailed Usage Metrics from each organization in which your managed package is installed,
giving you valuable insights into the utilization and performance of your app across your entire customer base.
 The Usage Metrics Visualization package, available from Salesforce Labs on the AppExchange, enables you
to visualize trends in usage metrics data for your app.
Ability to visualize
metrics for one org
or across all orgs
Visualize Data for the
Last 30, 7 or 2 days

 The License Management App now generates licenses and leads for package installation in sandbox
organizations, in addition to production organizations.
 Administrators can now use the API to assign or revoke licenses for any managed package installed in their
organization.
 You can now create partner organizations directly from the Environment Hub, instead of having to visit the
Partner Portal.
 Mobile packaging is now available to all customers for free, solving the app distribution problem for customers
building mobile apps on the Salesforce platform by providing an easy mechanism for distributing those apps to
employees or partners.

ISVForce Enhancements Summary
Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Simplified Installer GA P GE, PE, EE, PxE, UE,
DE, Database.com
n/a
New Partner Community GA P GE, PE, EE, PxE, UE,
DE, Database.com
n/a
Usage Metrics GA P PE, EE, PxE, UE, DE n/a
Usage Metrics
Visualization
License Management
App Supports Sandbox
Installation
Assign Package
Licenses Using the API
Create Partner
Organizations in
Environment Hub
GA P EE, PE, UE n/a
Package Mobile
Connected Apps
GA P GE, PE, EE, PxE, UE,
DE
n/a
REFERENCE: For a full list of ISV features and

Salesforce Summer '14 release overview

Salesforce Summer '14 release overview

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