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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]
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Agenda• Salesforce Summer 14 Release
– Salesforce1– Salesforce Files– Chatter– Communities– Sales Cloud– Service Cloud– Analytics– Platform
• Q&A
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Summer 14 Release
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Salesforce1
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HTML5 Application• Access knowledge articles
• Publisher actions without chatter
• Search within feed
• Additional device support– Blackberry Z10, Good Access, Windows 8.1 (beta)
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Reports
Tap chart
View underlying
report
Tap header to sort
Swipe right to
view more columns
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Reports
Tap on row
View underlying
record
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Other
• Users control notifications
• Notifications on tasks
• Visualforce Dashboard Components
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Salesforce Files
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Salesforce FilesClick Sync
link
Install the Salesforce Files client
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Files SharingChatter Groups and Users!
Salesforce records
Share from the desktop
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File ReportsDownloads by user Posts, Likes,
shares, etc
Directly from file detail page
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Chatter
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Profile Based Chatter
Control access on custom profiles
Control access with permission sets
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Chatter Questions• Ask questions in the feed
• Duplicate answer suggestions
• Knowledge article suggestions
• User selects best answer
• Contact Salesforce
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Topics• Knowledgeable users
– Appears on profile tab
• Topics on records– Requires setup– Appears in subtab for Topic
• Delete topic from UI
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Communities
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Engagement ConsoleOne-click access
Community Reports/Dashboards
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Reputation LevelsChange level names/points ranges
Assign points to actions
Reputation on profile
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Communities - other• Login history tracks communities
• Partner license can use data loader– Portal or community
• Task reminders for partner license
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Sales Cloud
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ActivitiesTask date Event date/time
Validation Rule
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Price Book Entry• Junction object
– Joins PriceBook and Product
• Customizable– Custom fields– Validation rules– Triggers– Page layouts
Product
PriceBook
PriceBook Entry
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Service Cloud
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Console Components
MilestoneTracker
RelatedList(s)
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Knowledge• Auto-complete suggestions
• Title– Up to 3 articles matching title
• Keyword– 3 most popular keyword
searches– Based on channel
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Live Agent• Upload/transfer files during chat
• Agents can transfer chat– Chat button queue or skill
group
• Create/share articles– Uses Knowledge1 widget
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Analytics
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Track Forecast Changes
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Reports
Pin report folders
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Dashboard API• Generally Available
• Retrieve dashboard content
• Programmatically refresh
• Requires code
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Platform
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Platform• Match sandbox licenses to
production– No refresh required
• Get standard price book ID in tests– Without @SeeAllData=true– Test.getStandardPriceBookId()
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Deployment Monitoring
Real time updates
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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
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Administrator
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WorkflowTarget User Fields
• User receiving the email
• Rules on the User object only
• Format– {!
Target_User.field_name}
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IP Ranges
Description field!
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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
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Notifications Banner
• Appears on accounts, contacts, dashboards, setup
• Not customizable!
• Disable through configuration
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More Information• http://sforce.co/1nMkTJi
• Release Notes
• Feature Videos
• Training
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Questions