Salesforce Release Webinar

Spring 15

Clive Platt,Service Manager

www.linkedin.com/in/cliveplattKeir Bowden, Chief Technical Officer

www.linkedin.com/in/keirbowden

@bob_buzzard

Problems with the webinar software?

Email cliveplatt@brightgen.com

Agenda

• Salesforce Spring 15 Release

– Lightning Process Builder

– Duplicate Alerts and Blocking

– Service Cloud

– Chatter

– Files

– Salesforce1

– Platform

• Q&A

Spring 15 Release

Browser Support

Browser Support

• Support for IE7/8 discontinued

• Effective Summer 15

• June/July 2015

Lightning Process Builder

Single View of Process

Actions

• Create a record

• Update any related record

• Launch a flow

• Quick action

• Send an email

• Post to chatter

• Submit record for approval

• Execute Apex method

Apex Method Example

Versions

• Up to 50 versions of a process

– Only one live

• Clone process

– As new version

– As separate process

Process Builder - Other

• Trigger process multiple times

– Re-evaluate after change

– Up to 5 times

• Is Changed filter operator

– Replaces ISCHANGED() function

Duplicate Management

Duplicate Management

• Now GA

• Block/highlight duplicate creation

• Uses Data.com

• Requires setup

Matching Rule

Duplicate Rule

Duplicate Checking

Service Cloud

Knowledge Properties

Related Cases List

Social Customer Service Starter

Pack• Up to two social accounts

• Twitter and Facebook

• Cannot downgrade from Radian6

• All posts become cases

– No moderation capability

Service Other

• Draft articles only created on Save

• 50,000 articles per org (up from

10,000)

• Clone Console applications

• Asset sobject is now 1st class

– Tab, Record Types, Field History

Chatter

Add Records to Chatter Groups

Convert Unlisted Groups

Create Task Action

• Not on system posts

• Generates an update in

the users feed

• Appears in My Tasks on

Home Page

• Fields are fixed

Files

Files

1. New Files setup node

2. Content moved

3. Files Sync has moved

4. Files connect has

moved

Files - Other

• Page layouts supported

• Record types supported

• Up to 10,000 synced files

• Supports Windows 8/8.1 and Mac OS

X Yosemite

Files - Other

• Sync shared files

– Chatter feed

– File lists

– File detail pages

– Owned by other users

• Connect to OneDrive for Business

Salesforce1

Google Maps• Standard address fields only

• Must include:

– Street

– City

– State or Postal Code or Country

• Does not support zoom

– Tap to open in maps app

See More List Views

• Phones only

• Up to 200 list views

Duplicate Checking

• Default – check on save

• Optional – check as fields

completed

Account News

Actions Availability

• Related lists for standard objects

– Create new records

• Search results

– Create new records

– Sort search results

Salesforce1 - Other

• Address field auto-complete

• Add records to groups

• Post announcements to groups

• Search group feeds

Sales Path

Sales Path

• Visual guide to opportunity stages

• Key fields to complete

• Useful information:

– Tips for the stage

– Chatter links and posts

Setup

Sales Path

Hide Sales path

Tap to continue to next stage

Mark any stage as current

Platform

Quick Deploy

• Skip apex tests when deploying

• Must have run in last 96 hours

– All passed

– At least 75% coverage

• No code deployed since tests run

Quick Deploy

Apex Flex Queue

• Queue up to 100 batch jobs

– Previously 5

• New ‘Holding’ status

– All jobs start with ‘Holding’ status

– ‘Queued’ when system resources available

• Administrator can reorder

Indexed Field Checkbox

Platform - Other

• Create/edit records owned by inactive users

• Delegated admin can manage public groups

• Geolocation fields are GA

Reporting

• Report notifications- Subscribe to a report

- Notified on key metrics

• Report export/print- Optionally require high assurance session

• Reports/Dashboards Clickjack Protection- Embedding in iframe not supported

More Information

• http://sforce.co/1xqaRVO

• Release Notes

• Feature Videos

• Training

Questions

Contact Us

www.brightgen.com

sales@brightgen.com

01376 520578

@brightgen

facebook.com/BrightGen