BrightGen's Spring 13 Salesforce Release Webinar

Salesforce Spring 13 Release

Keir Bowden, Chief Technical Officer http://uk.linkedin.com/pub/keir-bowden/1/55/982 @bob_buzzard

Clive Platt, Service Manager http://www.linkedin.com/in/cliveplatt

Steve Warner, Sales & Marketing Director http://www.linkedin.com/in/stevew @stvwrnr

Agenda

•  Salesforce Spring 13 Release –  Security Changes –  Chatter –  Shared Activities –  Salesforce for Outlook –  Salesforce Touch –  Analytics

•  BrightGen Customer Portal Update

•  Q&A

Spring 13 Release

Security

Login Links

•  One Time Use

•  Six month Expiry

Login Session Reuse

•  Demo

•  Fewer Login Challenges

•  Always Lock Screens

•  Remember to Logout

Email Deliverability

•  Control Email from Sandboxes

•  Options

–  No Access

–  System Email Only

–  All Email

Chatter Enhancements

Chatter Tasks

•  Tasks Appear in Record Feed

•  New Tasks Only

•  No Recurrences or Updates

•  No Reparented Tasks

Chatter Task Generation

•  Beta Feature

•  Create Tasks Faster

•  Directly From Record Feed

•  Requires Setup

Other Chatter

•  Post to any Public Group

•  Like via Email

•  More Items in Digest Email

•  Group Search

Shared Activities

Overview

•  Add Multiple Contacts to Activities

•  Tasks GA Summer 12

•  Events GA Winter 13

•  Requires Setup

Changes

•  Cross Platform Mobile Support

•  Type Single Contact Name

•  Primary Contact Chatter Feed Only

•  Not Supported in Salesforce Touch

Salesforce for Outlook

Outlook Side Panel

Outlook Side Panel

•  Search for other records

•  View related records

•  Single click add

Outlook Side Panel

•  See where emails have been added

•  View Contact/Lead Details

•  Click to open in Salesforce

Notes

•  Requires Setup

•  Removes “Add Emails” Button

•  Removes “Send and Add” Button

•  Outlook 2.0 +, Internet Explorer 8 +

Outlook - Other

•  Auto Sync Every 60 Minutes

–  Increased from 10

–  Manual Sync On Demand

•  Improved System Tray Security

–  Uses Browser Login Session

Salesforce Touch

Touch - Overview

•  iPad Only

•  Native and HTML5 Apps

•  Requires Setup

•  Reduced Functionality

Touch - New

•  Chatter Requirement Removed

•  All Standard and Custom Apps •  Visualforce Tabs for HTML5 App

•  Dashboards

Analytics

Joined Reports - Overview

•  GA since Spring 12 release

•  Multiple report types

•  Solves the “Unrelated Sibling” problem

•  Side by side comparisons

Joined Reports - New

•  Add Report Types Faster

•  Winter 13 – Types Pre-filtered

•  Spring 13 – All Types Available

•  No Common Field = Error

Touch Dashboards

•  No Visualforce Components

•  No Source Reports

•  No Filters

•  No Chatter

More Information

http://www.salesforce.com/customer-resources/releases/

•  Release notes

•  Feature videos

•  Training

BrightGen Customer Portal

BrightGen Customer Portal

•  BrightGen Service Customers Only

•  Help Shape the New Customer Portal

•  Vote/Comment on Existing Ideas

•  Create Your Own Ideas

Q&A

Feedback/Follow Up

•  http://www.facebook.com/BrightGen

•  http://twitter.com/BrightGen •  Email: info@brightgen.com •  http://www.brightgen.com/contact

•  http://www.youtube.com/user/BrightGenLtd