Download - Spring 15 for Consulting Partners
Feature properties that help Consulting Partners win projects
• Lowers barriers to entry
• Offers greater flexibility and customization
• Provides a better user experience
• More pervasive connectivity and integration options
• Better control and governance of environment & operations
• Generally Available on Leads, Accounts, Contacts & Custom Objects
• Custom matching & duplicate rules • Apex & API duplicate management classes • Provides a clear on-ramp to data.com
implementation opportunities
• Overview Video: http://goo.gl/F7Bqqi • Release Notes: http://goo.gl/OfnRvW
Duplicate Management
Business Analysis
Configuration Testing Change Management
Training Analytics
Consulting Roles & Opportunities:
• Email Connect/Exchange Sync (Beta) • Server-side sync, controlled from Salesforce • Configuration by User or Profile
• Salesforce for Outlook • Contextual Salesforce data with email • Plugins for OWA and desktop Outlook
• Overview Video: http://goo.gl/lxXo2i • Release Notes: http://goo.gl/7H4sjz
• Quickstart Guide: http://goo.gl/YxYhuz
Exchange & Outlook Integrations
Business Analysis
Configuration Testing Change Management
Training Analytics
Consulting Roles & Opportunities:
• Files Connect - Integrate with OneDrive • Files Sync - New features and higher limits
• New MSI deployment option • Consolidated Files configuration area in Setup • Record Types & Page Layouts - replaces
Content Types
• Files Connect Demo: http://goo.gl/pV2WYo
• Files Sync Demo: http://goo.gl/0UkgdR
• Release Notes: http://goo.gl/57pQ1f
Salesforce Files
Business Analysis
Configuration Testing Change Management
Training Analytics
Consulting Roles & Opportunities:
• Custom “Thanks” badges • Configure Skills for Profiles • Provides a stronger catalyst for work.com
implementation opportunities
• Release Notes: http://goo.gl/iH508k
• Configuration Guide: http://goo.gl/h8JIQ7
Thanks & Skills in Chatter (from work.com)
Business Analysis
Configuration Testing Change Management
Training Analytics
Consulting Roles & Opportunities:
• Assets are now a full Standard Object: Tab, Sharing Rules, Record Owner, History Tracking, Record Types
• Asset tracking use cases for field service, configuration management, ERP
• Integrations to external systems
• Release Notes: http://goo.gl/YF8oHD
Asset Management
Business Analysis
Config / Customization
Testing Change Management
Training Analytics
Consulting Roles & Opportunities:
• Ideas: • Tab: http://goo.gl/jUpAAE • Record Types: http://goo.gl/9Y3dOx • History Tracking: http://goo.gl/9vOC8x
• Configurable from Salesforce setup • 1-2 Social accounts (FB and/or Twitter) • Automatic creation of Cases from social
media • Provides a clear on-ramp to Radian6 /
Marketing Cloud implementation opportunities
• Overview Video: http://goo.gl/C7B8pF • Release Notes: http://goo.gl/INv5m0
Social Customer Service Starter Pack
Business Analysis
Configuration Testing Change Management
Training Analytics
Consulting Roles & Opportunities:
• Console usability & productivity enhancements • Customizable keyboard shortcuts • Cloning Console Apps • New components & auto-suggest • Automatic sizing of components
• New Console API methods
• Overview Video: http://goo.gl/k5nkx7 • Release Notes: http://goo.gl/bx7fI4
Service Console Enhancements
Business Analysis
Configuration Testing Change Management
Training Analytics
Consulting Roles & Opportunities:
• Build macros to automate repetitive agent tasks • Combine multiple actions into one Macro • Include step details and instructions in rich
text • Share Macros with individuals Users or Groups
• Overview Video: http://goo.gl/xfycvn • Release Notes: http://goo.gl/dm0WCb
Service Agent Macros
Business Analysis
Configuration Testing Change Management
Training Analytics
Consulting Roles & Opportunities:
• Community Builder consolidated and streamlined
• Management Console moved and expanded • Improved Topic and File moderation
• Registration and Login enhancements • reCAPTCHA • Support for Person Accounts
• Overview Video: http://goo.gl/EOQMJD • Release Notes: http://goo.gl/9FjZSb
Community Builder & Management Console
Business Analysis
Config / Customization
Testing Change Management
Training Analytics
Consulting Roles & Opportunities:
• Create custom action links (buttons) to direct users to a Salesforce page or external site • Executed through either Apex or the REST API • Action Link Groups and Templates are
packageable • Enables guided user experience embedded in the
Chatter feed
• Overview Video: http://goo.gl/T7RzJN • Release Notes: http://goo.gl/XAThCo
Feed Action Links
Business Analysis
Config / Customization
Testing Change Management
Training Analytics
Consulting Roles & Opportunities:
• Moderators can escalate Questions to Cases • For either internal users, Communities, or
both • Questions can be automatically escalated to
Cases with Lightning Processes
• Overview Video: http://goo.gl/fTxeAq • Release Notes: http://goo.gl/4Sqx5v
Question-To-Case
Business Analysis
Configuration Testing Change Management
Training Analytics
Consulting Roles & Opportunities:
• Revolutionary tool for automating processes in the platform
• Replaces many common requirements for Apex code
• Integrates Workflow, Force.com Flow, Approval Processes, Apex, and more into a unified process framework
• Webinar Demo: http://goo.gl/Pv8EyG • Release Notes: http://goo.gl/CkYFcJ
Lightning Process Builder (GA)
Business Analysis
Config / Customization
Testing Change Management
Training Analytics
Consulting Roles & Opportunities:
• Declarative, Policy Driven Retention • Augments & extends Field History Tracking
• Retain history up to 10 years • Track up to 60 fields per object
• Add-on product - additional ACV opportunity
• Webinar Demo: http://goo.gl/CrCzsx • Release Notes: http://goo.gl/lXk0a3
Field Audit Trail (GA)
Business Analysis
Config / Customization
Testing Change Management
Training Analytics
Consulting Roles & Opportunities:
• Provides “big data” capture of all events in a Salesforce environment
• Enables big-picture trend & usage/adoption analysis, especially with Analytics Cloud
• Also provides deep, granular event details for incident analysis
• Add-on product - additional ACV opportunity • (Login/Logout available for free)
• Overview Demo: http://goo.gl/amEIZQ
• Webinar Demo: http://goo.gl/4tbxnF • Release Notes: http://goo.gl/Dmyjl1
Event Monitoring (Login Forensics Pilot)
Business Analysis
Config / Customization
Testing Change Management
Training Analytics
Consulting Roles & Opportunities:
• A host of Apex enhancements and new features: • @testSetup method for shared test data • Apex Flex Queue - more batch jobs • Long-running callouts from Visualforce • Higher callout data limits • Named credentials for callouts
• Lots more!!! (Visualforce/REST/SOAP/etc.) • Webinar Demo: http://goo.gl/BJFkE5 • Release Notes: http://goo.gl/4My1j8
New Apex/Visualforce/API Features
Business Analysis
Config / Customization
Testing Change Management
Training Analytics
Consulting Roles & Opportunities: