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Salesforce.com Release Notes 27.2
File this document in the “Release Notes” section of your Salesforce.com Training Guide.
Production Date..............................................................................................................1
Updates to the Services Cost Proposal Quantity........................................................2
Updates to the Customer Asset Profile......................................................................38
Updates to the Distribution Issues Tracking.............................................................43
Production Date Salesforce.com Release 27.2 went into production in July 2015.
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Updates to the Services Cost Proposal QuantityThis section explains the updates made to the Services Cost Proposal Page.
Updates to the Services Cost Proposal Page
The new Date field has been added to the SFDC in the Students Teacher Grade pageNotes: * CP = Cost Proposal
* A CP template should exist
1. Log into salesforce.com using the 5.10 MCD Super User profile.
2. From the Home page, click the Accounts tab.
The Accounts tab opens with the list of recent account.
3. From the list, click any Account.
The Account page layout opens.
4. Click the Create CP Lite CP button from top of the Accounts page.
The CPLite Home page opens.
5. Click the Next button.
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The CPLite page 2 is displayed
6. Select the Discipline/Subject and Program and click Next.
7. Select the Sub Program and click Next button.
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The CPLite page 3 opens.
8. Check the Teacher and Student grade page for new field.
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Updates made to Summary page
The new Date field has been added to the Summary page.Note: A CP template should exist.
1. Log into salesforce.com using the 5.10 MCD Super User profile.
2. From the Home page, click the Accounts tab.
The Accounts tab opens with the list of recent account.
3. From the list, click any Account.
The Account page layout opens.
4. Click the Create CPLite CP button from top of the Accounts page.
The CPLite Home page opens.
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5. Click the Next button.
The CPLite page 2 is displayed.
6. Select the Discipline/Subject and Program and click Next.
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7. Select the Sub Program and click the Next button.
The CPLite page 3 opens.
8. Fill the Grade quantity for Student and Teacher and click Next.
The Edit or Landing page opens.
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9. From the top left corner of the Edit page, click the Summary link.
The Summary page opens.
10. Check the summary page for New Date field.
The new date field, Close/PO Expected Date has been added to the Summary Page in CP Lite.
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Update made to the existing Email Confirmation field in CP Lite.
The Email Confirmation field is now editable and the values of Pick list have changed.Note: * A CP template should exist
1. Log into salesforce.com using the 5.10 MCD Super User profile.
2. From the Home page, click the Accounts tab.
The Accounts tab opens with the list of recent account.
3. From the list, click any Account.
The Account page layout opens.
4. Click the Create CPLite CP button from top of the Accounts page.
The CPLite Home page opens.
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5. Click the Next button.
The CPLite page 2 is displayed.
6. Select the Discipline/Subject and Program and click Next.
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7. Select the Sub Program & click Next button.
The CPLite page 3 opens.
8. Fill the Grade quantity for Student and Teacher and click Next.
The Edit or Landing page opens.
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9. From the top left corner of the Edit page, click the Personalization link.
The Personalization page opens.
10. Check the Email Confirmation field.
Depending on the pick list values, the existing Summary and Detail emails deprecated [need more explaination].
Updates made to Special Instruction in Confirmation Email field in CP Lite page
The new Include Special Instruction in Confirmation Email field has been added in CP Lite pageNote: A CP template should exist
1. Log into salesforce.com using the 5.10 MCD Super User profile.
2. From the Home page, click the Accounts tab.
The Accounts tab opens with the list of recent account.
3. From the list, click any Account.
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The Account page layout opens.
4. Click the Create CPLite CP button from top of the Accounts page.
The CPLite Home page opens.
5. Click the Next button.
The CPLite page 2 is displayed
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6. Select the Discipline/Subject and Program and click Next.
7. Select the Sub Program and click Next button.
The CPLite page 3 opens.
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8. Fill the Grade quantity for Student and Teacher and click Next.
The Edit or Landing page opens.
9. From the top left corner of the Edit page, click the Personalization link.
The Personalization page opens.
10. Check the Email Confirmation field.
The new Include Special Instruction in Confirmation Email check-box appears on the created Opportunity.
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Updates made to Print Preview in CP Lite page
The Print preview field is now editable in CP Lite page.Note: A CP template should exist
1. Log into salesforce.com using the 5.10 MCD Super User profile.
2. From the Home page, click the Accounts tab.
The Accounts tab opens with the list of recent account.
3. From the list, click any Account.
The Account page layout opens.
4. Click the Create CPLite CP button from top of the Accounts page.
The CPLite Home page opens.
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5. Click the Next button.
The CPLite page 2 is displayed
6. Select the Discipline/Subject and Program and click Next.
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7. Select the Sub Program & click Next button.
The CPLite page 3 opens.
8. Fill the Grade quantity for Student and Teacher and click Next.
The Edit or Landing page opens.
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9. From the top left corner of the Edit page, click the Personalization link.
The Personalization page opens.
10. Check the Print Preview Option field.
The Print Preview Option field opens.
Updates made to the Print preview options in CPLite page
A new value has been added in Print Preview options defined by the set of records in the DDP Output custom object.Note: A CP template should exist.
1. Log into salesforce.com as 5.10 MCD Super User.
2. From the Home page, click the Accounts tab.
The Accounts tab opens with the list of recent account.
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3. From the list, click any Account.
The Account page layout opens.
4. Click the Create CPLite CP button from top of the Accounts page.
The CPLite Home page opens.
5. Click the Next button.
The CPLite page 2 is displayed
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6. Select the Discipline/Subject and Program and click Next.
7. Select the Sub Program and click Next button.
The CPLite page 3 opens.
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8. Fill the Grade quantity for Student and Teacher and click Next.
The Edit or Landing page opens.
9. From the top left corner of the Edit page, click the Personalization link.
The Personalization page opens.
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10. Check for the values of Print Preview options.
The lists of available values in Print Preview Option are displayed in DDP Output.
Updates made to Print Preview field in CP lite page
The new Print Preview field has been added to check if it is mandatory.Note: A CP template should exist
1. Log into salesforce.com using the 5.10 MCD Super User profile.
2. From the Home page, click the Accounts tab.
The Accounts tab displays the list of recent accounts.
3. From the list, click any Account.
The Account page layout opens.
Click the Create CPLite CP button from top of the Accounts page.
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The CPLite Home page opens.
4. Click the Next button.
The CPLite page 2 is displayed
5. Select the Discipline/Subject and Program and click Next.
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6. Select the Sub Program and click Next.
The CPLite page 3 opens.
7. Fill the Grade quantity for Student and Teacher and click Next.
The Edit or Landing page opens.
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8. From the top left corner of the Edit page, click the Personalization link.
The Personalization page opens.
9. Check for Print Preview field.
Initialization of the new Print Preview Option done to the value on the current user. [needs to be written a bit clearer – not sure what needs to be done.]
10. Indication whether or notf Print Preview is mandatory.
11. The field is required if any value other than Do Not Sent Email is selected in the Email Confirmation field.
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Updates made to multi template to one CP
A new field has been added in multi template to one in CP Lite page Note: A CP template should exist
1. Log into salesforce.com using the 5.10 MCD Super User profile.
2. From the Home page, click the Accounts tab.
The Accounts tab opens and displays the list of recent accounts.
3. From the list, click any Account.
The Account page layout opens.
4. Click the Create CPLite CP button from top of the Accounts page.
The CPLite Home page opens.
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5. Click the Next button.
The CPLite page 2 is displayed
6. Select the Discipline/Subject and Program and click Next.
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7. Select the Sub Program and click Next button.
The CPLite page 3 opens.
8. Check the Quantities in Service Grades.
The Service Grades default Quantity for teachers should equal 1.
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Updates made to discount field available in edit page for RPC CP.
The new Discount field has been added in edit page for RPC CP.Note: A CP template should exist.
1. Log into salesforce.com using the 5.10 MCD Super User profile.
2. From the Home page, click the Accounts tab.
The Accounts tab displays ths list of recent Accounts.
3. From the list, click any Account.
The Account page layout opens.
4. Click the Create CP Lite CP button from top of the Accounts page.
CP Lite Home page opens.
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5. Click the Next button.
The CPLite page 2 is displayed
6. Select the Discipline/Subject and Program and click Next.
7. Select the Sub Program and click Next button.
The CPLite page 3 opens.
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8. Fill in the Grade quantities for Student and Teacher and click Next
The CP Creation Process gets started.
9. Check the Edit Page for Discount Field
Update made to edit page for RPC CPA new feature has been added in Discount field in Edit page.
Note: CP template should exist.
1. Log into salesforce.com using the 5.10 MCD Super User profile.
2. From the Home page, click the Accounts tab.
The Accounts tab opens and displays the list of recent accounts.
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3. From the list, click any Account.
The Account page layout opens.
4. Click the Create CP Lite CP button from top of the Accounts page.
The CPLite Home page opens.
5. Click the Next button.
The CPLite page 2 is displayed
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6. Select the Discipline/Subject and Program and click Next.
7. Select the Sub Program and click Next button.
The CPLite page 3 opens.
8. Fill in the Grade quantities for Student and Teacher and click Next.
The CP Creation Process gets started.
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9. Check the Edit Page for Discount field.
10. Enter the Discount code.
Recalculation of the price is shown on the page
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Update made to the default quantity of teacher students grade in CPLite
A new feature has been added in Teacher Students grade field i.e. enter blank instead of "0" in multiple and side by side comparison option in CPLite. Note: A CP template should exist
1. Log into salesforce.com using the 5.10 MCD Super User profile.
2. From the Home page, click the Accounts tab.
The Accounts tab displays the list of recent accounts.
3. From the list, click any Account.
The Account page layout opens.
4. Click the Create CP Lite CP button from top of the Accounts page.
The CPLite Home page opens.
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5. Click the Next button.
The CPLite page 2 is displayed
6. Select the Discipline/Subject and Program and click Next.
7. Select the appropriate Multiple CP or Side by Side Comparison option.
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Grades of Teacher and Student page opens.
8. Check for the default values in Grades page.
.
The default value should be "BLANK" and not zero (0).
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Updates to the Customer Asset ProfileThis section explains the updates made to Customer Asset Profile page.
Updates to Customer Asset Profile page
The new Product Special field has been added to Customer Asser Profile page.9. Login to salesforce.com.
10. Click the Products tab.
The Product details display.
11. Select any value from the Asset Category picklist.
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12. Check if the product is considered as Special Product.
A product should be considered a special product if the Asset Category is non-null.
13. Logout from the system.
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Updates made to Asset association with Customer profile in FOO
A new field has been added in Asset association with Customer profile in FOONote: Refer to the Special Products tab in the Customer Asset Profile Backlog list XL for a list of Special Products.
1. Login to salesforce.com.
2. Create a CPO with special products.
3. Submit the CPO to SAP.
4. Check for SAP order number.
5. Check if the line item status is Partial or Shipped.
6. Check if the Asset is associated with the Customer’s Account.
7. Logout from the system.
Similarly, you can repeat the same above procedure for Asset association with Customer profile in BOO [need explanation].
Update made to visibility of Special Assets in the Accounts page
A new feature has been added related to visibility of Special Assets in the Accounts page14. Login to salesforce.com.
15. Click the Accounts tab.
The list of recently used Accounts appears.
16. From the list, select any Account.
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The Account details page opens
.
17. Check for the Special Assets in the Accounts page.
The Special Assets associated with the Account are displayed.
18. Logout from the system.
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Update made to Voice to Emails exclusion from Auto Response
A new feature has been added to check Voice to Emails are excluded from Auto Response 1. Login to salesforce.com
2. Click the Cases tab
A system displays a list of recently used Cases.
3. From the list, select any Case.
The Case details page are displayed.
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4. Check for Case Detail page list to show all the Special Assets associated with the Case.
5. Logout from the system.
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Updates to the Distribution Issues TrackingThis section explains the updates made to Distribution Issues Tracking page
Updates to Distribution Issues Tracking page
A new field warehouse error checkbox has been added in Case Hierarchy Values object page.19. Login to salesforce.com as the 7.50 Customer Experience K12 profile.
20. Click the Cases tab.
A system displays a list of recently used Cases.
21. From the Recent Cases list, select any Case.
The Case Details page opens
22. Check if the Warehouse Error checkbox is available in the Case Hierarchy Values object.
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23. Logout from the system.
Update made to Case Data Review
The Order Entry Agent field has been added for SAP order number on the Case Data Review page.24. Login to salesforce.com using the 7.50 Customer Experience K12 profile.
25. Click the Cases tab.
The list of recently used Cases displays.
26. From the Recent Cases list, select any Case.
The Case Details page opens
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27. Click the Close Case button.
The Case Data Review page opens
28. Select value in the Case Category, Business Process, Root Cause, and Root Cause Detail fields.
29. Check for SAP Order Number in the Case Information section.
30. Click the Save button without entering any value in the SAP Order Number textbox.
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31. Click the Save button after entering any value in the SAP Order Number textbox.
32. Logout from the system.
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Update made to Report Delivery Details
A new feature has been added on Report Delivery details page.33. Login to salesforce.com using the 7.50 Customer Experience K12 profile.
34. Click Reports tab.
The Reports & Dashboards page opens.
35. Check for a report that shows the Delivery details.
36. Check if the report shows the following details:
• Order number,
• Shipment warehouse
• Case number,
• Business process,
• Root cause,
• Root causes detail
• Case description
37. Logout from the system.
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