Slide deck from the BrightGen Summer 14 Salesforce Release Highlights Webinar. A recording of this is available at : http://www.brightgen.com/BlogArticleBG?id=kA213000000P8cUCAS

1. Salesforce Release Webinar
Summer 14
Clive Platt,Service Manager
www.linkedin.com/in/cliveplatt
Keir Bowden, Chief Technical Officer
www.linkedin.com/in/keirbowden
@bob_buzzard
Problems with the webinar software?
Email cliveplatt@brightgen.com

2. Agenda
• Salesforce Summer 14 Release
– Salesforce1
– Salesforce Files
– Chatter
– Communities
– Sales Cloud
– Service Cloud
– Analytics
– Platform
• Q&A

3. Summer 14 Release

4. Salesforce1

5. HTML5 Application
• Access knowledge articles
• Publisher actions without chatter
• Search within feed
• Additional device support
– Blackberry Z10, Good Access,
Windows 8.1 (beta)

6. Reports
Tap
chart
View
underlying
report
Tap
header
to sort
Swipe
right to
view more
columns

7. Reports
Tap on
row
View
underlying
record

8. Other
• Users control notifications
• Notifications on tasks
• Visualforce Dashboard Components

9. Salesforce Files

10. Salesforce Files
Click Sync
link
Install the Salesforce
Files client

11. Files SharingChatter Groups
and Users!
Salesforce
records
Share from
the desktop

12. File Reports
Downloads by user Posts, Likes,
shares, etc
Directly from
file detail page

13. Chatter

14. Profile Based Chatter
Control access on
custom profiles
Control access with
permission sets

15. Chatter Questions
• Ask questions in the feed
• Duplicate answer suggestions
• Knowledge article suggestions
• User selects best answer
• Contact Salesforce

16. Topics
• Knowledgeable users
– Appears on profile tab
• Topics on records
– Requires setup
– Appears in subtab for Topic
• Delete topic from UI

17. Communities

18. Engagement ConsoleOne-click access
Community Reports/
Dashboards

19. Reputation Levels
Change level
names/points
ranges
Assign points
to actions
Reputation
on profile

20. Communities - other
• Login history tracks communities
• Partner license can use data loader
– Portal or community
• Task reminders for partner license

21. Sales Cloud

22. ActivitiesTask date Event date/time
Validation Rule

23. Price Book Entry
• Junction object
– Joins PriceBook and Product
• Customizable
– Custom fields
– Validation rules
– Triggers
– Page layouts
Product
Price
Book
Price
Book Entry

24. Service Cloud

25. Console Components
Milestone
Tracker
Related
List(s)

26. Knowledge
• Auto-complete suggestions
• Title
– Up to 3 articles matching title
• Keyword
– 3 most popular keyword searches
– Based on channel

27. Live Agent
• Upload/transfer files during chat
• Agents can transfer chat
– Chat button queue or skill group
• Create/share articles
– Uses Knowledge1 widget

28. Analytics

29. Track Forecast Changes

30. Reports
Pin report
folders

31. Dashboard API
• Generally Available
• Retrieve dashboard content
• Programmatically refresh
• Requires code

32. Platform

33. Platform
• Match sandbox licenses to production
– No refresh required
• Get standard price book ID in tests
– Without @SeeAllData=true
– Test.getStandardPriceBookId()

34. Deployment Monitoring
Real time updates

35. Limits
Limit Old New
Attachments 5Mb 25Mb
Incoming Email Message Size 10Mb 25Mb
Rules per Object 300 500
Rules per Org 1,000 2,000
Long/Rich Text Area Size 32Kb 128Kb
Relationship Fields per Object 25 40
External IDs per Object 3 7
Describe Calls - Removed

36. Administrator

37. WorkflowTarget User Fields
• User receiving the email
• Rules on the User object only
• Format
– {!Target_User.field_name}

38. IP Ranges
Description field!

39. Security
• Retain 24 previous passwords (was 15)
• Up to 12 character min length (was 10)
– Default is still 8
• Min password lifetime of 1 day
• Force logout on session timeout

40. Notifications Banner
• Appears on accounts, contacts, dashboards,
setup
• Not customizable!
• Disable through configuration

41. More Information
• http://sforce.co/1nMkTJi
• Release Notes
• Feature Videos
• Training

42. Questions

43. Contact Us
www.brightgen.com
sales@brightgen.com
01376 520578
@brightgen
facebook.com/BrightGen