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Salesforce Spring ’13 Release Overview Jo Ann Lewis Points of Light

Salesforce Spring 13 for Nonprofits

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Jo Ann Lewis of Point of Light organization presented Salesforce Spring '13 Release highlights of concern to nonprofit users at the March 20 Atlanta Salesforce Nonprofit User Group meeting. Thank you, Jo Ann.

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Page 1: Salesforce Spring 13 for Nonprofits

Salesforce Spring ’13 Release Overview

Jo Ann LewisPoints of Light

Page 2: Salesforce Spring 13 for Nonprofits

Chatter UpdatesMore websites (mostly news sources) contain

previewsYou can Like a post via emailSearch within groups

Page 3: Salesforce Spring 13 for Nonprofits

Chatter UpdatesPublic group posting for everyoneAbility to create view & create tasks directly

from chatter feeds

Page 4: Salesforce Spring 13 for Nonprofits

Outlook Integration UpdatesNew Salesforce Outlook Side Panel

(previously in Beta) now generally available.The Salesforce for Outlook Side Panel lets

you view opportunities and activities, and associate emails to an opportunity, contact account etc right from Outlook.

Just click, and the Side Panel will take you right to the information you need in Salesforce, without signing in.

Page 5: Salesforce Spring 13 for Nonprofits

Outlook Integration Updates

Page 6: Salesforce Spring 13 for Nonprofits

Sales & Service CloudsSalesforce Touch now generally available (iPad)

Multiple Apps are now availableDashboards, Leads & Cases addedCustom VisualForce pages available

Quarterly Forecasting & Partner Opportunity Forecasting available

Knowledge Mobile introduced (Available in app Exchange)

Knowledge usage tracking for web & mobile self service sites

Workflow rules allowed on Account & Opportunity teamsAbility to add a single contact to a shared activity

returned

Page 7: Salesforce Spring 13 for Nonprofits

Data.comMore D&B data addedFull D&B database of Global Accounts addedNew City Search

Page 8: Salesforce Spring 13 for Nonprofits

Platform UpdatesUser Sharing rulesMulti-Select Picklist fields auto-size in edit

modeSmaller Chatter Messenger when minimizedSearch & access SharePoint data via Sunlight

SearchLogin links for new users work only onceRecord Type information now available as a

Cross-object Reference

Page 9: Salesforce Spring 13 for Nonprofits

Platform UpdatesState and Country picklist on standard

address fields*Address field type coming soon*

Page 10: Salesforce Spring 13 for Nonprofits

Help & Work.com UpdatesHelp has been updated. New site –

Help.Salesforce.comThe 4000 page success guide had been broken

into 14 downloadable guides that are role specific

5 Minute tutorial “Quick Starts” have been addedWork.com has added

CoachingOnboarding goalsPerformance summaries, plans & calibrationSkills profilesBadges & Trophy cases