What's in Salesforce.com's Spring '14 Release for Me?

www.gtr.net/play-the-game

Global Tech & Resources

What’s in Spring ‘14 for Me?

http://www.gtr.net/play-the-game




Chicago Suburban User Group

March 6, 2014 Presentation



https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001oHMCAY








Global Tech & Resources - Salesforce.com customer since 2000.

Creating Possibilities:

• Staffing with High Performance Salesforce.com People

• Salesforce.com Support & Implementations.

• Force.com Application Development

• Developing your Salesforce.com Talent™ (Training)

● Technical● End User● Business Executives

Join the LinkedIn Group: So You Think You Know Salesforce!™

Global Tech & Resources (GTR)


http://www.linkedin.com/groups?gid=6534055



Velu PalaniSalesforce.com Solutions Architeect, Trainer and Organizational Hiring Expert

Salesforce.com Certified Administrator and SalesCloud Consultant

[email protected] | 847-452-7852

Charlie HavensConsultant and Trainer

Salesforce.com Certified Admin, Advanced Admin, and Force.com Developer

[email protected] | 773-848-0154



Session Presenters

http://www.linkedin.com/in/velupalani

http://www.linkedin.com/in/velupalani

http://www.linkedin.com/in/charliehavens/

http://www.linkedin.com/in/charliehavens/



“With the Core Salesforce Functionality brought to any device,Salesforce1 makes Everyone is a Mobile Developer .”

… at least we all become mobile everywhere.

Spring ‘14 Release Notes

Out of 320 pages, what might you find useful and why?



http://docs.releasenotes.salesforce.com/en-us/spring14/release-notes/rn_welcome_release_notes.htm

http://docs.releasenotes.salesforce.com/en-us/spring14/release-notes/rn_welcome_release_notes.htm




Spring 14 Release - Our Favorite Highlights

Presented March 6, 2014 to the Chicago Suburban Salesforce User Group

By Velu Palani and Charlie Havens




What’s in it for me?

I’m a...● Sales User

● Marketing User

● Customer Service User

● Salesforce.com Administrator

● Salesforce.com Developer

● Salesforce User








Spring ‘14 – What do I get as a Sales User?






● Collaborative Forecasts and Opportunities

● Access Social Accounts, Contacts, and Leads in Salesforce1

● Orders – “An order is an agreement between a company and a customer to provision services or deliver products with

a known quantity, price, and date. Order products represent those services or products.”

● Salesforce Console Enhancements

● You can disable Territory Management - Contact Salesforce - Do the Impact Analysis !!! Warning !

○ If you disable Territory Management, your users lose record access that’s based on territory assignments, your organization no longer has access to territory management data, and Customizable Forecasting is automatically disabled.

● Call, Log Calls to, and Email Leads in Salesforce1

● View Profile Images for Leads in Salesforce1



http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_opps_and_collab_forecasting.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_social_twitter_in_sfdc1.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_orders_ga.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_console.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_leads_actions_in_sfdc1.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_leads_profile_image_sfdc1.htm





● Collaborative Forecasts and Opportunities

● How do you migrate to Collaborative forecasts?

○ First disable the customizable forecasts

○ Document Link





http://help.salesforce.com/HTViewHelpDoc?id=forecasts3_migration_info.htm&language=en_US

http://help.salesforce.com/HTViewHelpDoc?id=forecasts3_migration_info.htm&language=en_US




● Access Social Accounts, Contacts, and Leads in Salesforce1

● Salesforce1 users can now leverage the power of social media to connect with their accounts,

contacts, and leads.

● Starting in Spring ‘14, you can find and link to Twitter profiles, and view Twitter profile images,

Tweets, and followers for your accounts, contacts, and leads with Salesforce1. And, use the new

People in Common feature to discover shared connections.

○ Link





http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_salesforce1_newfeats_socialCRM.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_salesforce1_newfeats_socialCRM.htm



● Salesforce Console Enhancements– continued… Multi-Monitor Components

1) Primary tab

2) Custom components

3) SoftPhone

4) Playground








More Custom Console Components in the Sidebar.

Add and organize multiple custom console components on each sidebar of a console.








Check out your licensing requirements








● Orders – “An order is an agreement between a company and a customer to provision services or deliver products with

a known quantity, price, and date. Order products represent those services or products.”

● Why Orders?

○ Use orders to automate your post deal process (closed- Opportunity Won).

○ Create and Link the order with Account and Contract

○ Track the order using the Orders Tab

● What is it?

○ Object

■ Order and Order Products

● Steps

Demo (tpaascombo)



http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_orders_ga.htm

https://na1.salesforce.com/help/pdfs/en/salesforce_orders_cheatsheet.pdf

https://na1.salesforce.com/help/pdfs/en/salesforce_orders_cheatsheet.pdf

https://test.salesforce.com/

https://test.salesforce.com/




● Call, Log Calls to, and Email Leads in Salesforce1

● View Profile Images for Leads in Salesforce1









Spring ‘14 – What do I get as a Marketing User?





Spring ‘14 – What do I get as a Marketing User?

“Salesforce Marketing Cloud is a unified social marketing suite that allows companies to listen to and engage customers, publish content, optimize social advertising, measure campaigns, and integrate social insights with customer data. For information on new features, go to the Salesforce Marketing Cloud Facebook page.”

And, when you go to the Facebook page?

A some hype and a link to: http://www.salesforcemarketingcloud.com/“Salesforce.com + ExactTarget

Radian6—Gain insights about brand conversations and respond in real time.Buddy Media—Empower marketers to manage, schedule, and publish content with social apps.

social.com—Build, optimize, and automate highly targeted social advertising campaigns.”

...but, nothing about Spring 14 Release!...a different license and a different release schedule.



http://www.salesforcemarketingcloud.com/



Spring ‘14 – What do I get as Customer Service User?






● Case Feed

○ Support for Drag-and-Drop Attachments in the Case Feed Email Publisher

○ Inline Images Now Supported in the Case Feed Email Publisher

○ Automatically Associate Outgoing Emails with Contacts



http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_case_feed.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_case_feed.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_case_feed_drag_and_drop_attachments.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_case_feed_drag_and_drop_attachments.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_case_feed_inline_images.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_case_feed_inline_images.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_case_feed_auto_associate_contact_to_email.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_case_feed_auto_associate_contact_to_email.htm




● Social Customer Service

○ Need to integrate with Radian6

○ CSRs can directly engage customers by responding cases create from from Twitter or Facebook



http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_social_customer_service.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_social_customer_service.htm



Spring ‘14 – What do I get as an Admin?






Force.com Customization – “Use point-and-click tools to expand your Salesforce organization: enhance

your objects, data, and fields, customize your organization’s look and feel, enhance your business

processes, and create websites and apps. Customization also includes administration and security

tools.”

● Data Import Wizard

● Feed-Based Page Layouts

● General Administration



http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_general_feature_impact.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_data_import_wizard_pilot.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_feed_based_layouts.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_feed_based_layouts.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_custom_general.htm





● Mass Assign Permission Sets

○ Assign a Permission Set to Multiple Users

○ Remove User Assignments from a Permission Set

○ Assigned Users Page Removed from Permission Sets

● Page Layout Assignments for Permission Set Licenses



http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_perm_sets_mass_assign.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_perm_sets_mass_assign.htm




● Data Import Wizard - “Choose the type of object data you want to import (accounts and contacts, leads,

solutions, or custom), choose a source file for your data, map the fields that need to be mapped, and start your

import.”







● General Administration

● Lookup Filter Enhancements– Lookup filters are now supported on many more objects.

● Hide Standard and Custom Apps from the App Launcher– Use the App Menu settings to control

whether users see only connected apps in their App Launcher.







Spring ‘14 – What do I get as a Developer?






● Sandboxes

○ Partial Data Sandboxes

○ Sandbox User Email Addresses Modified on Refresh

● New User Interface for Monitoring Deployments

● Visualforce



http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_sandbox.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_sandbox_partial_data.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_sandbox_partial_data.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_sandbox_email_modified.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_meta_ui_monitoring.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_vf.htm





Sandboxes

● “Partial Data Sandboxes– Salesforce introduces a new sandbox type: Partial Data Sandboxes

○ It includes the reports, dashboards, price books, products, apps, and customizations under Setup

(including all of your metadata).

○ Additionally, as defined by your sandbox template, Partial Data sandboxes can include your

organization's standard and custom object records, documents, and attachments up to 5 GB of

data and a maximum of 10,000 records per selected object. A Partial Data sandbox is smaller than

a Full sandbox and has a shorter refresh interval. You can refresh every 5 days.

● Sandbox User Email Addresses Modified on Refresh– Starting in Spring ’14, whenever you refresh a

sandbox all user email addresses are modified to use an example domain. The Salesforce message

transfer agent ignores emails that end with @example.com, so no emails are sent from a sandbox.”








● Sandbox User Email Addresses Modified on Refresh








● New User Interface for Monitoring Deployments

The page for monitoring deployments has been redesigned and now provides real-time and in-depth statistics

of Metadata API-based deployments. You can use this page to track the progress of deployments and

troubleshoot failures.








● Visualforce

○ “Visualforce enhancements in Spring ’14 are focused on improving the experience of developing

apps that combine Visualforce and JavaScript, including Salesforce1 and other mobile apps,

along with some additional development improvements and other changes… ”

○ Visualforce Remote Objects—Developer Preview







Spring ‘14 – What might be useful to everyone?






● “These enhancements and changes affect how most users experience Salesforce.”

○ Chatter Files Sync– pilot

○ Using Topics for Objects to Organize Records

○ File Storage Per Paid User License Increased from 612 MB to 2 GB for Enterprise, Performance, and

Unlimited Editions

○ Search More Fields for Users and Opportunities in Enhanced Lookups

○ Auto-Saving of Records with Lookup Values Now Supports Enhanced Lookup Searches

○ Salesforce mobile apps, including Salesforce1 and SalesforceA.

○ Chatter With Email-to-Groups, Topics, Salesforce Files Sync, and powerful ways to work in the

feed, Chatter helps everyone in your organization stay connected and get more done faster.



http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_chatter_files.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_general_topics_for_objects.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_general_storage.htm




http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_general_search.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_general_search_lookup_save_without_select.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_feature_impact.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_salesforce1.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_admin1.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_chatter_feature_impact.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_chatter_email_to_group_enable.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_chatter_topics.htm





● “These enhancements and changes affect how most users experience Salesforce.” – continued…○ Analytics

■ Flexible Sorting in Reports

■ Floating Headers in Summary and Matrix Reports

■ Hide Unused Report Types

○ Activities – Repeat Tasks on a Flexible Schedule



http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_analytics_feature_impact.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_analytics_feature_impact.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_analytics_sorting.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_analytics_floating_header.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_analytics_hide_report_types.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_activities_and_tasks.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_tasks_repeat.htm




Spring ‘14 – What might be useful to everyone?Chatter Files Sync (pilot)

● “With Salesforce Files Sync enabled,

you can search, filter, upload, and

sync files right from the Files tab.

● Download the Salesforce Files client

● Sync most existing Chatter files. Once

synced, the file is accessible in three

places: the Salesforce Files folder on

your desktop, the Synced filter on the

Files tab in Chatter, and the synced

filter in Salesforce1.”







Spring ‘14 – What might be useful to everyone?Using Topics for Objects to Organize Records:

● “Allow users to add topics to records. Adding topics helps organize records, making them easier to

find.

● Users can add topics to records and retrieve them using list views. For example, if you met a number

of contacts at a conference, you might add the topic ‘User Conference 2014’ to their records.








File Storage Per Paid User License Increased from 612 MB to 2 GB for Enterprise, Performance, and

Unlimited Editions

File storage includes files in attachments, the Documents tab, the Files tab, the File field, Salesforce CRM Content, Chatter

(including user photos), and Site.com assets.










● “Search More Fields for Users and Opportunities in Enhanced Lookups

“By default, enhanced lookups query a limited set of fields, known as Name fields, for each object. If your

search for a record returns a large number of matches, such as a user with a common name, you can instead

query all searchable fields for that record to narrow your results. In the enhanced lookup search dialog, select

All Fields and enter other search terms unique to the record, such as the user’s email address.”

“You can now enable enhanced lookups for opportunities. Also, enhanced lookups for both users and

opportunities now support the All Fields search option.”







● Auto-Saving of Records with Lookup Values Now Supports Enhanced Lookup Searches

“When users are editing a record, if they enter a value in a lookup field then save the record without clicking

the lookup icon Search lookup icon, Salesforce now automatically performs an enhanced lookup search if the

object is configured to use enhanced lookups.”

“By default, saving a record with a typed-in value in a lookup field performs a standard lookup, which queries a

limited set of fields. Enhanced lookups allow you to query and search more fields per object and narrow your

search results. Here’s what can result from the lookup search:

● One exact match—Assigns that value to the lookup field and automatically saves the record

● More than one possible match—Displays a drop-down list of matches for users to select from

● No matches—Displays an error”








Salesforce mobile apps, including Salesforce1 and SalesforceA.

Note: Salesforce1 from the browser: <server>salesforce.com/one/one.app

Areas of Differences between Salesforce1 and Full Site:● Supported Salesforce data; Chatter feeds, groups, and profiles; Communities; Searching for information; Creating and

editing records; Tasks and events; Approval requests; Notifications; The new Today feature;Supported Salesforce

customizations

● Mash-ups between Salesforce1 and that particular mobile devices UI: such as Camera; and Today, which displays data

from phone’s calendar



http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_feature_impact.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_salesforce1.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_admin1.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_salesforce1_limits.htm




● Chatter With Email-to-Groups

“Users can post to groups by sending emails from the email address associated with their Salesforce account.

By default, this preference is turned off for your organization.”




http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_chatter_email_to_group_enable.htm





● Flexible Sorting in Reports

● Floating Headers in Summary and Matrix Reports

● Hide Unused Report Types

● Activities – Repeat Tasks on a Flexible Schedule










http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_tasks_repeat.htm




● Prepare

● Educate Users

● Make Money !

● Enjoy

http://trust.salesforce.com/trust/maintenance/




Where Can I Find Spring ‘14 Resources for Me?● Sales User

○ Orders: http://www.youtube.com/watch?

v=hhTyraghk4Y&list=PLjJeA2SstEtKlEe9Me51U2jOFHRhm7G_L&index=4

● Marketing User○ http://www.facebook.com/MarketingCloud


○ Service Cloud -- Spring '14 New Features: http://www.youtube.com/watch?v=KXn1SoWkx6A


○ SalesforceA: http://www.youtube.com/watch?

v=LgpWEf7Vgy8&list=PLjJeA2SstEtKlEe9Me51U2jOFHRhm7G_L&index=3

○ http://www.youtube.com/watch?v=sXg2w7bH0rQ


○ Salesforce1: https://developer.salesforce.com/docs/atlas.en-us.salesforce1.

meta/salesforce1/setup_s1_intro.htm

○ https://www.udacity.com/course/ud162

● Salesforce User

○ Salesforce Files: http://www.youtube.com/watch?v=7bQ3fQFCMZM&list=PLjJeA2SstEtKlEe9Me51U2jOFHRhm7G_L&index=2





http://www.facebook.com/MarketingCloud

http://www.facebook.com/MarketingCloud

http://www.youtube.com/watch?v=LgpWEf7Vgy8&list=PLjJeA2SstEtKlEe9Me51U2jOFHRhm7G_L&index=3



https://developer.salesforce.com/docs/atlas.en-us.salesforce1.meta/salesforce1/setup_s1_intro.htm



http://www.youtube.com/watch?v=7bQ3fQFCMZM&list=PLjJeA2SstEtKlEe9Me51U2jOFHRhm7G_L&index=2


What are your take-aways?

As a...

● Sales User

● Marketing User




● Salesforce User





Technology

What's in Salesforce.com's Spring '14 Release for Me?