highlights of spring '14 webinar
DESCRIPTION
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.TRANSCRIPT
Highlights of Spring ’14 Nonprofit & Higher Education
Evan Callahan Force.com Developer
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.
Salesforce1 / Mobile Salesforce Chatter Communities Service Cloud Analytics Force.com Customization Force.com Development
What’s New in Spring ’14?
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
Salesforce1 / Mobile Enhancements
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.
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.
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
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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.
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?
Salesforce Chatter Enhancements
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
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.
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.
Once you’ve added topics to records, create list views to organize your records by Topic.
Topics for Objects
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
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.
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.
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
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.
Communities Enhancements
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
What are the Enhancements to Communities?
Moderation Enhancements Salesforce1 Support for Communities Private Messages in Communities Knowledgeable People Badging with Work.com
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.
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.)
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.
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.
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.
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.
Salesforce Orders
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
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.
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
Service Cloud Enhancements
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?
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
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.)
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
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
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.
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.
Break for 2-3 Questions
Analytics Enhancements
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
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.
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.
With named dashboard filters, dashboard users can now choose their preferred filter by name.
What are the Enhancements to Dashboards?
When you run a dashboard, units can now be displayed in decimals and percentages.
What are the Enhancements to Dashboards? (cont.)
Force.com Customization Enhancements
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?
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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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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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
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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.
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.
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
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
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
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.
Force.com Development Enhancements
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
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.
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?
Embedded Analytics now lets you add charts within Salesforce1 or within any Visualforce page with just one line of code.
Embedded Analytics
With Spring ‘14, Force.com Canvas enables you to expose your canvas apps as publisher actions.
What are the Enhancements to Force.com Canvas?
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.
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
Deployment Monitoring (cont.)
Detailed history for every deployment,
including error messages
Highlights long running apex tests to
help improve deployment time
Your Questions
Learn More!
www.salesforce.com/newfeatures
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