BrightGen's Winter 14 Salesforce Release Webinar

Winter 14

Salesforce Release Webinar

Clive  Pla),Service  Manager  www.linkedin.com/in/clivepla)  

Keir  Bowden,  Chief  Technical  Officer  www.linkedin.com/in/keirbowden  @bob_buzzard  

Agenda •  Salesforce Winter 14 Release

–  Chatter –  Console for Sales –  Price Books –  Knowledge –  Ideas –  Analytics –  Platform

•  Q&A

Winter 14 Release

Chatter

Chatter - Groups

•  Publisher Actions •  @mention groups

•  Archiving

Chatter - Topics

•  Feed Tracking + Follow

•  Permissions

•  Merging

Chatter - Other

•  Combined filter/sort

•  Increased post/

comment size

Chatter - Other

•  Tabbed profile interface –  Separates feed from information

•  Thanks

Console for Sales

Console for Sales •  Tabbed interface

•  Records and related items

•  Quickly log a call

•  Paid license

Price Books

Price Books

•  Lookup supported –  Other records can lookup to price book

•  Search Layouts

Knowledge

Knowledge

•  Salesforce users can view articles –  No license required!

•  New custom field types

Knowledge

•  Chatter feed on article from draft •  Play videos in article –  Requires configuration –  Requires Visualforce page

Knowledge One

•  Replaces articles tab

•  Requires configuration

Ideas

Ideas

•  View user activities in chatter profile

•  Requires configuration

Ideas

•  Like a comment

•  Total likes

•  Unlike later

Analytics

Historical Trend Reporting

Analytics

•  Embed report charts in record view

•  Show/hide role hierarchy

•  Restrict list view creation

Setup, Security, Platform

Setup

•  Freeze user accounts

•  Advanced setup search

•  Workflow for user object

Sharing

•  User sharing is GA

•  Description field on sharing rules

Manager Groups

Sales  Director  

Sales  Manager  

Sales  Agent  

Manager Groups

•  Must be enabled by Salesforce

•  Requires configuration

•  Manager field on User record

Security

•  Two Factor Authentication

•  High assurance dashboards/apps

•  Branded login page

Platform •  Sandboxes naming and storage

•  Change Sets

•  Edit Static Resources – JS, XML, CSS, txt –  Developer console only

More Information

•  http://bit.ly/12EBxCs

•  Release notes

•  Feature videos

•  Training

Q&A

Contact Us

•  www.brightgen.com •  sales@brightgen.com •  01376 520578 •  @brightgen •  facebook.com/BrightGen