highlights of spring '14 webinar

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Highlights of Spring ’14 Nonprofit & Higher Education Evan Callahan Force.com Developer

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Customer success has long been a key goal of Salesforce.com and the Salesforce.com Foundation. As part of our efforts to help you accelerate your success, we invite you to join us for a special presentation that will highlight the most exciting new release features for our nonprofit and higher education customers.

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Page 1: Highlights of Spring '14 webinar

Highlights of Spring ’14 Nonprofit & Higher Education

Evan Callahan Force.com Developer

Page 2: Highlights of Spring '14 webinar

Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Page 3: Highlights of Spring '14 webinar

  Salesforce1 / Mobile   Salesforce Chatter   Communities   Service Cloud   Analytics   Force.com Customization   Force.com Development

What’s New in Spring ’14?

Page 4: Highlights of Spring '14 webinar

Spring ‘14 Release Milestones

Staggered Release (R1) Friday, 3/7

(NA6, NA7, NA8, NA9, NA13)

Pre-Release Available Externally

Thursday, 12/19 Staggered Release (R0)

Saturday, 2/14 (NA1)

Release Training Available

Friday, 1/31 Sandbox Available Friday, 2/7

(CS3, CS4, CS7, CS9, CS11, CS12, CS13, CS14, CS15, CS17, CS19, CS20, CS30, CS32)

December January February

Sandbox Available Saturday, 2/8 (CS5, SR1, SR2) Preview Docs Available

Wednesday, 1/8

Staggered Release (R2) Friday, 3/14

(EU0, EU1, EU2, EU3, NA0, NA2, NA3, NA4, NA5, NA10, NA11, NA12,

NA14, NA15, NA16) & Saturday, 3/15

(AP0, AP1, CS1, CS2, CS6, CS8, CS10, CS16, CS18, CS33)

ROD Available Friday, 1/3

Website & Community Release Update Wednesday, 1/8

March

Page 5: Highlights of Spring '14 webinar

Salesforce1 / Mobile Enhancements

Page 6: Highlights of Spring '14 webinar

  Create custom Publisher actions to take action from anywhere   Receive notifications for posts and approvals that need your

attention   Access your custom list views   View a brand new user interface for records, people, and

groups.   Choose from a variety of mobile-optimized AppExchange apps

to install.   Access all your custom objects and apps through the

navigation menu.   Bring Visualforce pages and components into the navigation

menu and onto records.

What is Salesforce1? Salesforce1 is a brand new way to experience Salesforce from any device and brings all your Chatter, CRM, custom apps, and business processes together in a unified, modern experience for any Salesforce user.

REFERENCE: For a full list of Salesforce1 mobile requirements, please see Help & Training.

Page 7: Highlights of Spring '14 webinar

Spring ‘14 introduces Twitter integration with Salesforce1, so you can connect and see your customer’s Twitter profile on the go.   Use the Twitter card to search for a corresponding Twitter user

and select the desired user to be linked to the contact.   View a customer’s Twitter photo, bio, and people in common.

What are the Enhancements to Social Accounts and Contacts?

Twitter Profile including Photo,

Bio, Location, URL and Last

Tweet time People in

Common: Tap one to view their Twitter

profile

NOTE: To use this feature, an Administrator will need to add the new Twitter component on the desired Lead, Contact, Account, or Person Account page layouts.

Page 8: Highlights of Spring '14 webinar

SalesforceA is a mobile app designed specifically for Salesforce administrators. Use it to perform essential user management tasks directly from your mobile device.

What is SalesforceA? 1

2

3

4

5

6

7

1

2

3

4

5

6

7

Tap Frozen users or Locked Out Users to open a list of frozen or locked out users.

Tap to search for users in your organization.

Tap to open a list of the users you most recently accessed.

View the date, time, and type of the next scheduled maintenance.

Verify your username, organization name, and type of organization you’re logged into. Tap Release Notes to view the latest release notes in HTML format. Tap to take a short survey.

Page 9: Highlights of Spring '14 webinar

  Salesforce Touch has been replaced by Salesforce1.   Chatter Mobile for iOS and Android have evolved into Salesforce1.   Salesforce1 for iOS and Android devices as well as Chatter Mobile for BlackBerry are now Connected Apps,

providing greater control to organization administrators.

What are the Additional Mobile Enhancements?

Page 10: Highlights of Spring '14 webinar

Salesforce Chatter Enhancements

Page 11: Highlights of Spring '14 webinar

Topics in Global Search Auto-Complete enables users to quickly jump to Topic Pages by typing topic names in the global search header. In addition to the traditional “My Recent Items” results, users will now also see a sub-item “Topics” which will match against all Topics in the system.

What are the Enhancements to Topics?

Matching to “Interworld” even though user has never visited this

page before

Page 12: Highlights of Spring '14 webinar

Topics for Objects

  Topics for objects allow users to add topics to records to organize them and does not require Chatter to be enabled. –  Setup | Customize | Topics | Topics for Objects

  Use Topics to filter your list views.   Admins and developers no longer have to build

custom “tagging” solutions to organize standard and custom objects.

Page 13: Highlights of Spring '14 webinar

With Topics for Objects, Administrators now have the ability to enable specific objects for Topic assignments, eliminating the concept of “Public Tags” and replacing it with a Topic Editor Component on record detail pages.

Topics for Objects

Opportunity Enable topics for Opportunities

Topic Suggestions: Opportunities

Click Topics to edit existing topics;

remove existing topics or add new ones.

Page 14: Highlights of Spring '14 webinar

Once you’ve added topics to records, create list views to organize your records by Topic.

Topics for Objects

Page 15: Highlights of Spring '14 webinar

Topic suggestion technology can be extended to the field level of a record. This is particularly useful when enabling topics for objects on a custom object.

Topics for Objects

Page 16: Highlights of Spring '14 webinar

Knowledgeable People and Endorsements

A new Knowledgeable People widget

surfaces people on Topic Pages who are

identified/endorsed as knowledgeable.

Users can endorse one another as knowledgeable on topics. Peer endorsements are weighted the

heaviest when determining who is knowledgeable on a topic.

Users can hide themselves if they do

not wish to be listed as knowledgeable.

Page 17: Highlights of Spring '14 webinar

Chatter Group Announcements, also called sticky notes, let Group Managers and Owners highlight a persistent announcement in the Chatter group.

Chatter Group Announcements

NOTE: Announcements are shown at the top of the group feed in Salesforce1, and on the left side of the group in Salesforce, and expire at 11:59 pm for whatever the orgs time zone is.

Page 18: Highlights of Spring '14 webinar

  Customize information and layouts for Groups with the new Groups node within the Setup menu.   With the addition of Chatter Group Announcements, two new Publisher Actions have been created.

–  The New Group action is a global action that can be added to the global publisher layout, the group publisher layout, and the publisher layout for any object.

–  The New Group Member action is an object-specific action (for groups only) available by default in the list of actions on the page layout editor for group layouts.

Chatter Group Actions

Page 19: Highlights of Spring '14 webinar

  Archived groups don’t count toward your group membership limit. For example, if you're a member of 100 groups, of which 10 are archived, you can request to join 10 more groups.

  With Email to Groups, group members can now post to a Chatter group directly from an email.

Email to Groups

CUSTOMER IDEA: Email to Groups was submitted by a customer via the Idea Exchange.

Page 20: Highlights of Spring '14 webinar

Communities Enhancements

Page 21: Highlights of Spring '14 webinar

Salesforce Communities

  Online platform that enables collaboration between staff, partners, and constituents   Like a customer portal, but with rich social interaction   Customized, branded user interface, using either Site.com or Visualforce

  Examples:   Training and support community   Advocacy forum   Student or alumni community

Page 22: Highlights of Spring '14 webinar

What are the Enhancements to Communities?

  Moderation Enhancements   Salesforce1 Support for Communities   Private Messages in Communities   Knowledgeable People   Badging with Work.com

Page 23: Highlights of Spring '14 webinar

What are the Enhancements to Community Moderation?

File detail page

Spring ‘14 makes it even easier to moderate your communities:   Community members can now flag posts, comments, or files that they find inappropriate.   Set up triggers to automatically flag posts, comments, or files that meet certain defined criteria.

Page 24: Highlights of Spring '14 webinar

  Audit Trails, made available via the NetworkActivityAudit object, track when: -  A post, comment, or file is flagged. -  A flag on a post, comment, or file is removed -  All flags on a post or comment are removed -  A post, comment of file is deleted

  Community moderators can now use custom report types to view an audit trail within their community.   The admin can create a trigger to automatically flag a post, comment, or a file; only moderators can see items

flagged through a trigger  

What are the Enhancements to Community Moderation? (cont.)

Page 25: Highlights of Spring '14 webinar

With Spring ‘14, you can now enable Communities in Salesforce1.   Users can switch between communities and internal organizations on

Salesforce1 with just a tap on the Community Switcher.   Chatter is divided into three menu options for:

–  Feeds –  People –  Groups

  Search is scoped by community and returns only items from the current community.

  The following areas of the app can be branded per community: –  Login page –  Splash page –  Publisher

What are the Salesforce1 Enhancements to Communities?

Community switcher

Search the community

Community tabset

NOTE: You can enable Salesforce1 to view the community associated with your organization.

DEFINITION: Salesforce1 is an enterprise-class mobile app that gives you real-time access to the same information within your organization.

Page 26: Highlights of Spring '14 webinar

  Users can now send secure Private Chatter messages to other community members. –  Default off is enabled from the Miscellaneous tab in Setup. –  Private conversations can include up to 10 people.

•  No one can be added or removed from the conversation after the first message. –  Messages can be sent:

•  From the member’s profile •  From the Messages link on the Chatter tab •  By hovering over a member’s name or picture and selecting Send a Message

What are the Messaging Enhancements to Communities?

NOTE: Within the Salesforce user interface, a user must log into a community to initiate a Chatter message to another community member.

Page 27: Highlights of Spring '14 webinar

What is Knowledgeable People?

DEFINITION: Knowledgeable People and Endorsements allow users to discover who is knowledgeable about any particular topic.

A new Knowledgeable People widget

surfaces people on Topic Pages who are

identified/endorsed as knowledgeable.

Users can endorse one another as knowledgeable on topics. Peer endorsements are weighted the

heaviest when determining who is knowledgeable on a topic.

Users can hide themselves if they do

not wish to be listed as knowledgeable.

Page 28: Highlights of Spring '14 webinar

In Spring ‘14, community members can now give and receive badges and recognition in Communities across their network of employees, customers, partners, suppliers and distributors. While Badging in Communities leverages the same technology from Work.com, separate Work.com licenses are not required.

What are the Enhancements to Badging in Communities?

New Recognition

tab

Badges Given or Received

List of badges

DEFINITION: Work.com is a social performance-management tool that helps managers and teams learn faster and perform better.

Page 29: Highlights of Spring '14 webinar

Salesforce Orders

Page 30: Highlights of Spring '14 webinar

What are Salesforce Orders?

DEFINITION: Salesforce Orders are entered for closed deals using the Product details from the Opportunity or a Quote or from an external e-commerce system. Sales Reps can review the status of past and present orders, while service reps can provide details about the status of current orders when interacting with the customer.

Oppty. Quote

Contract

Order

Service Entitlement

Asset

Order Product

Sales Cloud Service Cloud

Order Fulfillment Financials

Back-End Systems

Billing

Case

Page 31: Highlights of Spring '14 webinar

Salesforce Orders can be enabled and configured via Setup | Customize | Orders | Settings

What are Salesforce Orders? (cont.)

Enable Orders

Option to add Orders Related

List when Orders enabled

Preference to enable Reduction

Orders

Preference to enable Negative Quantities on Order Products

NOTE: Orders are automatically enabled for new organizations.

Page 32: Highlights of Spring '14 webinar

Orders can be added as related lists on the Accounts and Contracts detail pages.

What are Salesforce Orders? (cont.)

Orders related list

on Contract

Create New Order on Contract

Orders related list on Account Create New

Order on Account

Page 33: Highlights of Spring '14 webinar

Service Cloud Enhancements

Page 34: Highlights of Spring '14 webinar

With Spring ‘14, you can now drag and drop files from your computer or Salesforce directly into an email message in Case Feed.

What are the Enhancements to Case Feed?

Page 35: Highlights of Spring '14 webinar

What are the Enhancements to Case Feed? (cont.)

  Add inline images to your email messages in Case Feed to include pictures to enhance your text.

  Resize the message pane in the Case Feed email publisher to see more or less of the message you’re writing or replying to.

Click to upload or link to the image you

want

Click and drag to change the size of the message

pane

Page 36: Highlights of Spring '14 webinar

Use Visualforce pages as custom components in Case Feed to give support agents easy access to special tools or functionality while they’re working with cases.

What are the Enhancements to Case Feed? (cont.)

Page 37: Highlights of Spring '14 webinar

Knowledge One is now available as a widget you can plug in to the Salesforce Console for Service, and allows you to:   Attach a knowledge article (draft or published) or an external source to the case in one click.   Share an article or external source as a URL.   Email an article or external source as a PDF.   Create and manage articles.

What are the Enhancements to Salesforce Knowledge?

Note: Knowledge One is a responsive component. It will adapt to the size that is available to use the space in the best way

If the space available is more than 500px,

component switch to full mode

If the space available is less than 500px,

component switch to widget mode

Page 38: Highlights of Spring '14 webinar

Create reports by data category to find the top articles, contributors, linked articles, and more.

What are the Enhancements to Salesforce Knowledge? (cont.)

A new filter type is available on Article Reports to be able to filter on Data

Category Group

You can add multiple filters on the same category and multiple

categories.

Report are then filtered. All Article CRTs support data category filtering except Article Version

History

Page 39: Highlights of Spring '14 webinar

Spring ‘14 brings the ability to attach topics to an article to improve search quality. Suggested topics are automatically provided.

What are the Enhancements to Salesforce Knowledge? (cont.)

From the Article view/details page, attach topics to the article. Salesforce will suggest

topics based on content and previous topics that were attached.

Once attached, Topics are searchable and boost at the same as article title.

Page 40: Highlights of Spring '14 webinar

Salesforce Knowledge will help reduce the time-to-resolution of agents by automatically suggesting articles that have been used to solve similar cases.

What are the Enhancements to Salesforce Knowledge? (cont.)

Suggested Articles relevant for the current Case appear below

the Knowledge search box.

Page 41: Highlights of Spring '14 webinar

Break for 2-3 Questions

Page 42: Highlights of Spring '14 webinar

Analytics Enhancements

Page 43: Highlights of Spring '14 webinar

With the Spring ‘14 release, users can now sort multiple levels of groupings in a report, each in its own way.   Previously, you had to create a tabular dashboard component to see this information.

What are the Enhancements to Reports?

Each Type grouping is in turn grouped

by Stage

Page 44: Highlights of Spring '14 webinar

  When reading a report, users can now choose to have the header rows at the top or left of the report stay visible.   Users can also now export a report without the footer information that’s normally displayed when users export

a report to an Excel or .csv file.

What are the Enhancements to Reports? (cont.)

Show or hide floating headers for Summary and Matrix reports by

clicking on the dropdown arrow

CUSTOMER IDEA: Floating Headers and exported reports without footers were submitted by a customer via the Idea Exchange.

Page 45: Highlights of Spring '14 webinar

With Hide Unused Report Types, you can set up the Create Report page to display only the report types your users actually need.

What are the Enhancements to Reports? (cont.)

View all (hidden and visible) report types.

Admins can hide standard report types by selecting specific

report types.

NOTE: Hidden report types don’t show up when you use the search box on the Create New Report page. If you hide all the report types in a folder, the folder is hidden too.

Page 46: Highlights of Spring '14 webinar

With named dashboard filters, dashboard users can now choose their preferred filter by name.

What are the Enhancements to Dashboards?

Page 47: Highlights of Spring '14 webinar

When you run a dashboard, units can now be displayed in decimals and percentages.

What are the Enhancements to Dashboards? (cont.)

Page 48: Highlights of Spring '14 webinar

Force.com Customization Enhancements

Page 49: Highlights of Spring '14 webinar

The Data Import Wizard provides a unified interface that lets you import data for a number of standard Salesforce objects as well as custom objects.

What is the Data Import Wizard?

Page 50: Highlights of Spring '14 webinar

The streamlined user interface makes uploading data files and mapping data fields easier than ever.

What is the Data Import Wizard? (cont.)

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Page 51: Highlights of Spring '14 webinar

A simple, elegant feedback page tells you number of imported records, count of records from mapped fields, and data that is not included in the import.

What is the Data Import Wizard? (cont.)

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Page 52: Highlights of Spring '14 webinar

Make it easier for your users to work with account, contact, lead, opportunity, and custom object records by creating feed-based layouts, which include two separate views: one for the record’s feed and one for its details.

What are Feed-Based Page Layouts?

1

1

2

3

4

5

6

2

3

4

5

6

Toggle between tabs to switch between the feed view and the detail view.

Create related records or tasks from the publisher.

Record feed shows activity on the record.

Custom buttons or links your Admin has added.

Follow and see who else is following the record.

Choose which information in the feed you see with filters.

Page 53: Highlights of Spring '14 webinar

Spring ‘14 introduces a new workflow action, Flow Trigger (Pilot), which launches a flow when the workflow rule criteria are met. The new feature allows users the ability to trigger logic only Flows from a Workflow Rule:   No longer requires a person to click a button or URL to kick off the flow   Combines the trigger automation from a Workflow rule with the power of Flow to do work on multiple objects   Powerful enough to replace some of your apex triggers.

What are the Enhancements to Visual Workflow?

NOTE: Flow triggers have special behaviors and limitations. See “Flow Trigger Considerations – Pilot” in Salesforce Help for more information.

Page 54: Highlights of Spring '14 webinar

What are the Enhancements to Visual Workflow?

  Flows now support DateTime as a data type.   Automatic Picklist Support shows available choices

in the Cloud Flow Designer.

Trigger a logic-only Flow from a Workflow Rule (Pilot):   sObject variables (Pilot) are available through the

Launch Flows from Workflow Rules (Pilot) program. Flow now supports passing a reference to a salesforce object within the Flow so that you don’t have to map all the individual fields to variables. You can access all the available fields in an object and operate on them in a Flow.

  Collections & Looping (Pilot) - The ability to operate on more than one record at a time via Collections is now available in the Pilot. Query multiple records, iterate and/or operate on each one and save the batch.

  Debug logs now available for (Pilot) Flows triggered from Workflow Rules

Page 55: Highlights of Spring '14 webinar

With Spring ‘14, you can now assign multiple users and revoke multiple user assignments from a permission set.

What are the Enhancements to Permission Sets?

Assignments button is in the

toolbar now

Add Assignments takes you to the User

List Views page

Easily remove users

assignments

Page 56: Highlights of Spring '14 webinar

What are the Enhancements to Permission Sets? (cont.)

Use existing list views or create

new ones

Messages tell you which users were

assigned and which ones weren’t

This is the same validation we do when

assigning any permission set

Feedback screen showing you the

results of assigning users

Page 57: Highlights of Spring '14 webinar

A number of security enhancements have been made in Spring ‘14 to protect both your data and applications. Below are the enhancements specific to logging in to Salesforce. When logging in to Salesforce:   You can now hide your answer to a password reset question.   Salesforce’s login page remembers usernames from past logins, across multiple organizations or custom

domains, making it easier for users to keep track of their multiple accounts.   Admins can:

–  Specify a login_hint for the username to the authorization endpoint. –  Add a Custom Domain link to the Salesforce Login page if they created a custom domain for their

organization using My Domains.

What are the Enhancements to Security?

REFERENCE: For a full list of the Spring ‘14 enhancements to security, please see the Release Notes.

Page 58: Highlights of Spring '14 webinar

Force.com Development Enhancements

Page 59: Highlights of Spring '14 webinar

Generally Available in Spring ‘14, Partial Data sandboxes include all of your organizations Metadata and add a selected amount of your production organization’s data that you define using a sandbox template.

What are the Enhancements to Sandbox?

Developer Developer Pro Partial Data Full

Refresh Interval 1 Day 1 Day 5 Days 29 Days

Includes Setup Con!guration Yes Yes Yes Yes

Copies Data Records No No Yes Yes

Sandbox Templates/ Sampling No & No No & No Yes & Yes (10,000

records/object) Yes & No (Full Copy/

Object)

Bundled Developer Sandboxes None 5 10 15

Sandbox Size 200MB 1GB (~500K records)

5GB (2.5M records) Match production

Page 60: Highlights of Spring '14 webinar

What are the Enhancements to the Developer Console?

  Access basic search and replace functionality in the Developer Console using standard keyboard shortcuts.

  Change the API version of an entity directly from the Developer Console’s Source Code Editor.

Function Shortcut Search CTRL+F

Find Next CTRL+G

Find Previous CTRL+SHIFT+G

Replace CTRL+SHIFT+F

Replace All CTRL+SHIFT+R

  Toggle full screen editing from the Developer Console Source Code Editor by clicking F11.

  Set the font size and display theme in your preferences.

  Refresh test and code coverage results by clicking Test | Clear Test Data.

  App publishers who use the License Management App (LMA) to log in to subscriber organizations to support and troubleshoot their packages can use the View State tab to debug their Visualforce pages.

  The Visualforce Development Mode footer isn’t available in Visualforce page preview windows launched from the Developer Console.

Page 61: Highlights of Spring '14 webinar

  Spring ’14 brings Visualforce Remote Objects (Pilot) which are proxy objects that allow basic DML operations on sObjects directly from JavaScript –  Access definitions, written in Visualforce using the new Remote Objects components, generate a set of

JavaScript proxy objects. –  Data access functions, written in JavaScript, use the proxy objects to perform create, select, update, and

delete operations on your data.   The namespace attribute has been added, allowing you to specify a JavaScript namespace to add to functions

generated by the <apex:actionFunction> component.   Use the <analytics:reportChart> component to add Salesforce report charts to a Visualforce page.

What are the Enhancements to Visualforce?

Page 62: Highlights of Spring '14 webinar

Embedded Analytics now lets you add charts within Salesforce1 or within any Visualforce page with just one line of code.

Embedded Analytics

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With Spring ‘14, Force.com Canvas enables you to expose your canvas apps as publisher actions.

What are the Enhancements to Force.com Canvas?

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Expose your canvas apps as feed items, giving users information about what’s happening inside of Salesforce and information about record and groups they’re following.

What are the Enhancements to Force.com Canvas? (cont.)

The Canvas App will expand directly inside

the Chatter Feed Click the link to expand or collapse the Canvas

App in the feed.

Page 65: Highlights of Spring '14 webinar

Using the Unified Deployment Monitoring Console, you have one place to monitor all your deployments with detailed insight into the progress, error messages, and upcoming jobs, all in real time!

Deployment Monitoring

Streamlined Steps

Set It and Forget It Launch multiple

deployments at the same time

Cancel a failing deploy to fix the

issue

Real-time deployment

tracking with error messages

Page 66: Highlights of Spring '14 webinar

Deployment Monitoring (cont.)

Detailed history for every deployment,

including error messages

Highlights long running apex tests to

help improve deployment time

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Your Questions

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Learn More!

www.salesforce.com/newfeatures

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Learn More!

powerofus.salesforcefoundation.org

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