Summer14 Salesforce Release Highlights Webinar

Salesforce Release Webinar

Summer 14

Clive Platt,Service Managerwww.linkedin.com/in/cliveplatt

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

Problems with the webinar software?Email cliveplatt@brightgen.com

Agenda• Salesforce Summer 14 Release

– Salesforce1– Salesforce Files– Chatter– Communities– Sales Cloud– Service Cloud– Analytics– Platform

• Q&A

Summer 14 Release

Salesforce1

HTML5 Application• Access knowledge articles

• Publisher actions without chatter

• Search within feed

• Additional device support– Blackberry Z10, Good Access, Windows 8.1 (beta)

Reports

Tap chart

View underlying

report

Tap header to sort

Swipe right to

view more columns

Reports

Tap on row

View underlying

record

Other

• Users control notifications

• Notifications on tasks

• Visualforce Dashboard Components

Salesforce Files

Salesforce FilesClick Sync

link

Install the Salesforce Files client

Files SharingChatter Groups and Users!

Salesforce records

Share from the desktop

File ReportsDownloads by user Posts, Likes,

shares, etc

Directly from file detail page

Chatter

Profile Based Chatter

Control access on custom profiles

Control access with permission sets

Chatter Questions• Ask questions in the feed

• Duplicate answer suggestions

• Knowledge article suggestions

• User selects best answer

• Contact Salesforce

Topics• Knowledgeable users

– Appears on profile tab

• Topics on records– Requires setup– Appears in subtab for Topic

• Delete topic from UI

Communities

Engagement ConsoleOne-click access

Community Reports/Dashboards

Reputation LevelsChange level names/points ranges

Assign points to actions

Reputation on profile

Communities - other• Login history tracks communities

• Partner license can use data loader– Portal or community

• Task reminders for partner license

Sales Cloud

ActivitiesTask date Event date/time

Validation Rule

Price Book Entry• Junction object

– Joins PriceBook and Product

• Customizable– Custom fields– Validation rules– Triggers– Page layouts

Product

PriceBook

PriceBook Entry

Service Cloud

Console Components

MilestoneTracker

RelatedList(s)

Knowledge• Auto-complete suggestions

• Title– Up to 3 articles matching title

• Keyword– 3 most popular keyword

searches– Based on channel

Live Agent• Upload/transfer files during chat

• Agents can transfer chat– Chat button queue or skill

group

• Create/share articles– Uses Knowledge1 widget

Analytics

Track Forecast Changes

Reports

Pin report folders

Dashboard API• Generally Available

• Retrieve dashboard content

• Programmatically refresh

• Requires code

Platform

Platform• Match sandbox licenses to

production– No refresh required

• Get standard price book ID in tests– Without @SeeAllData=true– Test.getStandardPriceBookId()

Deployment Monitoring

Real time updates

LimitsLimit 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

Administrator

WorkflowTarget User Fields

• User receiving the email

• Rules on the User object only

• Format– {!

Target_User.field_name}

IP Ranges

Description field!

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

Notifications Banner

• Appears on accounts, contacts, dashboards, setup

• Not customizable!

• Disable through configuration

More Information• http://sforce.co/1nMkTJi

• Release Notes

• Feature Videos

• Training

Questions

Contact Us

www.brightgen.com

sales@brightgen.com

01376 520578

@brightgen

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