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Winter15 Release Webinar Deck
This document summarizes the Salesforce Winter 15 release webinar. The webinar covered changes to the API access, enhancements to Salesforce1 including the downloadable app and offline access, updates to Chatter including unlisted groups, improvements to Communities such as custom domains, new features for Sales Cloud like duplicate management, and knowledge enhancements for Service Cloud such as monitored article performance. The webinar also included a Q&A section.
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Winter15 Release Webinar Deck
- 1. Salesforce Release Webinar Winter 15 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 • SalesforceWinter 15 Release – API Access Change – Salesforce1 – Chatter – Communities – Sales Cloud – Service Cloud – Platform • Q&A
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- 4. API Access Change http://sforce.co/1uybCLC
- 5. API Access Change • “API Enabled” profile permission • MUST be enabled for connected apps – Salesforce1 iOS/Android – Salesforce for Outlook – Connect for Outlook – Connect for Office – Chatter Desktop/Messenger • Partner Apps - http://sforce.co/1nDyVBS
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- 8. Action Bar Clickto view all
- 9. Work in Lists Swipe entry Inline action bar
- 10. Search Enhancements Clickto search Choose sobject type
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- 12. Downloadable App •Convert leads to contacts • Add products to opportunities • Drill to matrix report from dashboard • Approvals in navigation (iOS only)
- 13. Offline Access •Read only • 5 most recent dashboards • Events • Recent objects • More info : http://sforce.co/1DDa2Lj
- 14. Switch Accounts Clickto switch Click and enter credentials
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- 16. Unlisted Groups •Private groups • Don’t appear in search results • Invitation only • Requires setup
- 17. Other • Filesconnect – Access Sharepoint files • Report on shared links to files • Include attachments when emailing post to group
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- 19. Communities • Overridestandard pages – Login – Logout – Self-registration • Custom https domains • Community management page – New name for Engagement Console
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- 21. Other • Newfeatures in community metrics package – Self Service dashboard – Topics dashboard – Moderation dashboard
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- 23. Duplicate Management •Beta • Block duplicate creation • Requires activation • Requires setup
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- 25. Forecasting • Customfield forecasting GA – Forecast on custom currency fields – Requires setup • Forecast managers add notes – Add context to adjustment – Up to 140 characters – Do not appear in reports
- 26. Activities • Customlookups on activities – Beta – Requires activation • Control task notifications – Users decide whether to receive emails – Can be disabled
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- 28. Knowledge • Monitorarticle performance – Knowledge Search Activity sobject – Use in custom report type – Actionable data • # searches per channel • Keywords searched for • Average results/articles • Average clicks/unique users
- 29. Enter Search Highlights keywords Highlighted in results
- 30. Knowledge • Promotedknowledge results – Additional keywords per article – Related list on published article • Appear in search results
- 31. Chatter Questions •Now generally available • Ask questions inside feed • Suggested results – Duplicate answers – Knowledge articles • Asker selects best answer
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- 33. Platform • Custompermissions • Hover links for feed based layout
- 34. Platform • Delegatedadmins assign permission sets – Specify role/subordinate role – Add/remove only, no edit • Per-profile security – Session timeout – Password policies
- 35. Platform • Eventlog files – System usage – User behaviour – Read only – Accessed via SOAP/REST API – Delayed generation
- 36. Platform • Loginflows – Built using Visual Flow – Assigned to profile – Post authentication processes • Capture additional information • Accept Terms • Deploy classes with scheduled jobs
- 37. Rich Text EditorOld format New format
- 38. More Information •http://sforce.co/1u92mLq • Release Notes • Feature Videos • Training
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- 40. Contact Us www.brightgen.com sales@brightgen.com 01376 520578 @brightgen facebook.com/BrightGen