Salesforce Release Webinar

Spring 14

Clive Platt,Service Manager www.linkedin.com/in/cliveplatt

Keir Bowden, CTO www.linkedin.com/in/keirbowden @bob_buzzard

Problems with the webinar software?

Email cliveplatt@brightgen.com

Agenda •  Salesforce Spring 14 Release •  Salesforce1 •  Chatter •  Forecasting •  Orders •  Repeat Tasks •  Analytics •  Platform

•  Elevate London •  Q&A

Spring 14 Release

Salesforce1

Communities

•  Community access supported

•  HTML5 application only

•  Brandable

•  <communuity_url>/one/one.app

Notifications

In App Push

Notifications

•  Task assigned (in-app/push)

•  Profile post/comment on post (push)

•  Communities notifications

•  Full or minimal content – iOS only

Groups

•  Create groups

•  Create group members

•  Edit group details

•  View announcements

Groups

Files – Preview in Feed

Chatter

Topics

•  Endorse people for topics

•  Email notification on endorsement

•  Top 3 people displayed

•  Can opt out

Endorsing

Email Branding

•  Sender’s name

•  Sender’s email

•  Footer text

•  Footer image

Email Branding

Email to Group

•  Must be enabled

•  ‘Post by email’ on detail page

•  Click to open email client

•  Save email address in client

Group Announcements

•  New publisher action

•  Displays on group page

•  Includes expiry date

Forecasting

Forecasting

•  Customizable forecasting is no longer in development

•  Efforts will be focused on collaborative forecasting

Multiple Forecast Types

•  Opportunity revenue / quantity / both

•  Opportunity splits based on revenue

•  Product families revenue / quantity / both

Forecast Reporting

•  Managers can filter by forecast type

•  Managers can filter by direct reports

Orders

Topics

•  Must be enabled

•  Follow the account sharing model

•  New user permissions

•  Support order products

Orders

•  Supports reductions

•  Standard or custom list views

•  Supports reports •  Choose a Contract Report including orders

Repeat Tasks

Repeat Tasks

•  Alternative to recurring tasks

•  Not tied to a specific date

•  Next task created when needed

•  Demo ...

Analytics

Analytics API

•  Now available in Apex

•  Execute report and access results

•  Synchronous or asynchronous

•  Limits and restrictions

Reporting Enhancements

•  Sort group levels independently

•  Floating headers

•  Demo ...

Platform

Feed Based Page Layouts

•  Tabbed layout •  One tab for feed •  One tab for record details

•  Not all objects!

•  Demo ...

Mass Assign Permission Sets

•  Add or remove permission set

•  Only assigns to valid users

•  Max 1000 users

•  Demo ...

Autonumbers in Tests

•  Stop tests consuming autonumbers

•  Remove gaps in sequence

•  Requires setup

•  Not a silver bullet!

More information

•  http://bit.ly/1cSGUyv

•  Release notes

•  Feature videos

•  Training

Elevate

Elevate •  One day FREE developer workshop

•  21st March

•  Beginner, Advanced, Mobile Tracks

•  Mobile co-presented by BrightGen

•  Sign up at: http://bit.ly/1cqcvhP

Q&A

Thank You