Salesforce Summer ’14 Release

Configuration/Setup

- Match sandbox licenses to production without a refresh!!!

- IP range descriptions (it’s the little things)

- Lookup fields and dates available in formulas- Checkbox return type (old, but ICYMI)

Configuration/Setup (Cont’d)

- Validation rules on Activities

- Can pin report folders!

Configuration/Setup (p.3)

- Mass Delete Reports (not used in Dashboards or snapshots)

Track historical changes on lookup fields!

Configuration/Setup (p.4)

- More granular user-management permissions!!!

- Users can be shared/hidden to other users

Chatter Improvements

- Can now use Publisher Actions even when Chatter is off

- When opening Chatter notifications in email on your phone, opens directly in SF1 instead

- View records on topic detail pages

Sales Improvements

Customizable price book entriesadd custom fields to entries

Salesforce for Outlookchecks to ensure user meets system

requirements firstcan use Publisher actions in Outlook

New Standard fieldsMiddle Name, Suffix on Account and ContactMust contact support to enable

Salesforce 1 Enhancements

- All custom objects with tabs will be available in SF1

- Can see up to 200 list views in SF1- Can sort your list views in SF1- Events is standard list in SF1 rather than tapping

through to object- Drill down to report from dashboard in SF1- Users determine which types of push notifications

to receive- Access Account records from Mobile Calendar

events

Communities Enhancements

- Communities Templates (pilot)- Allows you to create self-service portal more easily

Communities Enhancements

- Community Engagement Console

Communities Enhancements

- Reputation- Analytics package will be on AppExchange shortly

after release- Task Reminders for partner users- Partner users can now use data loader- Allow access without login

Files Sync now beta!

- More streamlined Files interface- Meant to consolidate Content and Chatter Files- Can set permissions on each document- Even when link used, respects access (from SP,

Google Docs, Box, etc)

- Files Sync (within 24 hours of release)- Folder limit of 10 GB- Must enable on profile/permission set- Each user must download desktop client- Can sync from ChatterDEMO

Activities Improvements

- New Event button in global Publisher- Can now see Status and Related To on home page

task list- Can create new report types with Activity

Relationships- Include details related to contacts, accounts, invitees,

task status- Relate User object to Activity Relationship object

Service Cloud Enhancements

- Case feed can be full width- Can automatically collapse publisher- Related list component updated- Interaction log buttons- Users can save the settings of their multi-

components

Thank you!