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Slide deck from the BrightGen Summer 14 Salesforce Release Highlights Webinar. A recording of this is available at : http://www.brightgen.com/BlogArticleBG?id=kA213000000P8cUCAS
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Salesforce Release Webinar
Summer 14
Clive Platt,Service Managerwww.linkedin.com/in/cliveplatt
Keir Bowden, Chief Technical Officerwww.linkedin.com/in/keirbowden@bob_buzzard
Problems with the webinar software?Email [email protected]
Agenda• Salesforce Summer 14 Release
– Salesforce1– Salesforce Files– Chatter– Communities– Sales Cloud– Service Cloud– Analytics– Platform
• Q&A
Summer 14 Release
Salesforce1
HTML5 Application• Access knowledge articles
• Publisher actions without chatter
• Search within feed
• Additional device support– Blackberry Z10, Good Access, Windows 8.1 (beta)
Reports
Tap chart
View underlying
report
Tap header to sort
Swipe right to
view more columns
Reports
Tap on row
View underlying
record
Other
• Users control notifications
• Notifications on tasks
• Visualforce Dashboard Components
Salesforce Files
Salesforce FilesClick Sync
link
Install the Salesforce Files client
Files SharingChatter Groups and Users!
Salesforce records
Share from the desktop
File ReportsDownloads by user Posts, Likes,
shares, etc
Directly from file detail page
Chatter
Profile Based Chatter
Control access on custom profiles
Control access with permission sets
Chatter Questions• Ask questions in the feed
• Duplicate answer suggestions
• Knowledge article suggestions
• User selects best answer
• Contact Salesforce
Topics• Knowledgeable users
– Appears on profile tab
• Topics on records– Requires setup– Appears in subtab for Topic
• Delete topic from UI
Communities
Engagement ConsoleOne-click access
Community Reports/Dashboards
Reputation LevelsChange level names/points ranges
Assign points to actions
Reputation on profile
Communities - other• Login history tracks communities
• Partner license can use data loader– Portal or community
• Task reminders for partner license
Sales Cloud
ActivitiesTask date Event date/time
Validation Rule
Price Book Entry• Junction object
– Joins PriceBook and Product
• Customizable– Custom fields– Validation rules– Triggers– Page layouts
Product
PriceBook
PriceBook Entry
Service Cloud
Console Components
MilestoneTracker
RelatedList(s)
Knowledge• Auto-complete suggestions
• Title– Up to 3 articles matching title
• Keyword– 3 most popular keyword
searches– Based on channel
Live Agent• Upload/transfer files during chat
• Agents can transfer chat– Chat button queue or skill
group
• Create/share articles– Uses Knowledge1 widget
Analytics
Track Forecast Changes
Reports
Pin report folders
Dashboard API• Generally Available
• Retrieve dashboard content
• Programmatically refresh
• Requires code
Platform
Platform• Match sandbox licenses to
production– No refresh required
• Get standard price book ID in tests– Without @SeeAllData=true– Test.getStandardPriceBookId()
Deployment Monitoring
Real time updates
LimitsLimit Old New
Attachments 5Mb 25Mb
Incoming Email Message Size 10Mb 25Mb
Rules per Object 300 500
Rules per Org 1,000 2,000
Long/Rich Text Area Size 32Kb 128Kb
Relationship Fields per Object 25 40
External IDs per Object 3 7
Describe Calls - Removed
Administrator
WorkflowTarget User Fields
• User receiving the email
• Rules on the User object only
• Format– {!
Target_User.field_name}
IP Ranges
Description field!
Security• Retain 24 previous passwords (was
15)
• Up to 12 character min length (was 10)– Default is still 8
• Min password lifetime of 1 day
• Force logout on session timeout
Notifications Banner
• Appears on accounts, contacts, dashboards, setup
• Not customizable!
• Disable through configuration
More Information• http://sforce.co/1nMkTJi
• Release Notes
• Feature Videos
• Training
Questions
