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Slide deck for BrightGen's webinar on the Spring 13 release of Salesforce, covering the features of particular interest to our customers.
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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: [email protected] • http://www.brightgen.com/contact
• http://www.youtube.com/user/BrightGenLtd