salesforce spring '14 release overview deck
TRANSCRIPT
Spring ’14 Release
Overview Deck V14
Success – Release Readiness
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
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 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
immature market in which we operate; our relatively limited
operating history; our ability to expand, retain, and motivate
our employees and manage our growth; risks associated with
new releases of our service; and risks associated with selling
to larger enterprise customers. Further information on potential
factors that could affect the financial results of salesforce.com,
inc. are included in our registration statement (on Form S-1)
and in other filings with the Securities and Exchange
Commission. These documents are available on the SEC
Filings section of this Web site.
Salesforce.com, inc. assumes no obligation and does not
intend to update these forward-looking statements.
Any unreleased services or features referenced in this or other
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.
Safe Harbor Statement
Spring ‘14 Release Milestones
Sandbox Preview Instructions
Release Types
General Enhancements
Mobile
Salesforce Chatter
Communities
Sales Cloud
Data.com
Service Cloud
Analytics
Marketing Cloud
Force.com Customization
Force.com Development
Agenda
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, 1/31Sandbox 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
Decide by January 3rd if you would like to participate in the Spring ‘14
Sandbox Preview
– If you have a full Sandbox, be mindful of the 29-day refresh policy
and plan accordingly.
Determine your Sandbox instance
– Setup | Deploy | Sandboxes
Sandbox Preview
DEFINITION: Force.com Sandbox customers are able to get early access to Spring ‘14 features
to test new customizations and features before your production organization is upgraded.
Sandbox Preview (cont.)
Determine which action to take
Determine any AppExchange Preview actions
Understand the Preview Refresh schedule
NOTE: The January 3, 2014 deadline is to ensure that all requested refreshes are
complete by February 7th, 2014. If you have a large Sandbox, please keep in mind
how much time it takes to complete your Sandbox refresh to ensure your copy is
completed by February 7th, 2014.
Definitions of Release Types
Pilot: New feature or function available
by invitation-only to a limited set of
customers. The purpose is to gather
feedback and data on product
functionality, scalability, performance and
usability, which will influence the direction,
continued development, or roll out of the
feature.
Beta: Minimum customer feature set
made available to a set of customers on
an opt-in basis, to gain early adoption and
minor feedback on product that the team
will be making minor, known
enhancements to in order for product to
meet marketable feature set. Must go GA
within two releases.
GA: Marketable feature set ready for all
customer production use and all
functional, quality and performance
requirements are complete.
Developer Preview: Provide early testing
opportunities to Developer Edition orgs on
upcoming developer technologies. The
purpose is to solicit feedback for features
that are not ready for a production
release (Pilot, Beta, or GA). The
Developer Preview is not backwards
compatible.
General Enhancements
What are the General Enhancements to Salesforce?
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.
Changes to how Salesforce works with browsers
include:
– Salesforce now supports Microsoft Internet
Explorer v. 11
– Salesforce no longer supports Google Chrome
Frame (starting January 14, 2014)
We updated some terminology, including tab and
field names for our Finnish, Russian, Thai, Traditional
Chinese, Czech, Hungarian, Romanian, and Turkish
language users.
Enhanced Lookups is now available for
Opportunities.
Salesforce now automatically performs an enhanced
lookup search when users edit a record and don’t
click the lookup icon, if the object supports enhanced
lookups. The record is then automatically saved.
File storage per user license has increased for most Salesforce editions.
What are the General Enhancements to Salesforce? (cont.)
Salesforce Edition Data Storage Min Per
Organization
File Storage
Min Per
Organization
Data Storage
Allocation Per
User License
File Storage
Allocation Per
User License
Performance
Edition
1GB, plus 5MB for each Gold
Partner License
11GB 120MB 2GB
Unlimited Edition 1GB, plus 5MB for each Gold
Partner License
11GB 120MB 2GB
Enterprise Edition 1GB, plus 5MB for each Gold
Partner License
11GB 20MB 2GB
Professional
Edition
1GB 11GB 20MB 2GB
Group Edition 1GB 11GB 20MB 2GB
Contact Manager
Edition
1GB 11GB 20MB 2GB
Developer Edition 5MB 20MB N/A N/A
Personal Edition 20MB (approximately 10,000
records)
20MB N/A N/A
General Enhancements Summary
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.comto enable this
feature.
Salesforce EditionSalesforce
License
Topics for Objects GA PPersonal, CM, GE, PE,
EE, PxE, UE, DE n/a
Browser Enhancements GA PPersonal, CM, GE, PE,
EE, PxE, UE, DE n/a
Updates to Translated Terminology
GA PPersonal, CM, GE, PE,
EE, PxE, UE, DE n/a
File Storage Per User License Increase
GA PPersonal, CM, GE, PE,
EE, PxE, UE, DE n/a
Enhanced Lookups on Opportunities
GA PPersonal, CM, GE, PE,
EE, PxE, UE, DE n/a
Auto-saving of Records supports Enhanced Lookup Searches
GA PPersonal, CM, GE, PE,
EE, PxE, UE, DE n/a
For a full list of General Enhancements, please
see the release notes.
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.
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.
– Enable Salesforce1 to view the community associated with your
organization.
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: The iOS and Android clients for Salesforce1 will provide
internal Communities support in the Summer ‘14 release.
Today, a default app available with Salesforce1, works with all iPhones,
iPads, and Android smart phones and allows you to integrate your calendar
into the app.
What are the Enhancements to Today?
1
2 Event cards now show the names of up to four invitees.
2
Events that occurred earlier in the day are now collapsed on the
event list. Tap to show earlier events.
1
What are the Enhancements to Today? (cont.)
3
Quickly let people know
you’re running late to a
meeting or won’t be able
to make it.
Invites and meeting
organizers are matched
with Salesforce user
records, as well as to
contacts or person
accounts.
4
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 timePeople 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
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.
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 ConnectedApps,
providing greater control to organization administrators.
What are the Additional Mobile Enhancements?
Mobile Enhancements Summary
REFERENCE: For a full list of Mobile features and
enhancements, please see the release notes.
FeatureRelease
Type
Automaticallyvisible to all users. No setup required.
Automatically visible to all Admins. No setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Salesforce1 GA PCM, GE, PE, EE,
PxE, UE, DEn/a
Communities on
Salesforce1GA P EE, PxE, UE, DE
Communities Licenses
SalesforceA GA PCM, GE, PE, EE,
PxE, UE, DEn/a
Today GA PCM, GE, PE, EE,
PxE, UE, DEn/a
Social Accounts and
Contacts – Twitter
Integration with
Salesforce1
GA P GE, PE, PxE, UE, DE n/a
Salesforce Touch Upgraded to Salesforce1
GA PCM, GE, PE, EE,
PxE, UE, DEn/a
Chatter Mobile for BB
now a Connected AppGA P
CM, GE, PE, EE, PxE, UE, DE
n/a
Salesforce Chatter Enhancements
Salesforce Files Sync
Topics Enhancements
Chatter Group Enhancements
Additional Chatter Enhancements
What are the Enhancements to Salesforce Chatter?
Salesforce Files Sync (Pilot) makes file management, syncing, sharing, and versioning easier than ever.
Setup | Customize | Chatter | Settings | Edit | Allow File Sync.
File storage allocations have been increased to support Salesforce Files Sync. See the General Enhancements
for a full list.
What is Salesforce Files Sync?
Easily sync files
across all devices
Easily share files
into Chatter
groups or records.
Easily work with
colleagues to
iterate and
improve content.
OFF-CYCLE RELEASE: Salesforce Files Sync will be available as a pilot feature
with the Spring ‘14 release. It will change to a Generally Available feature outside
of the regular release schedule. See the release blog for specific dates.
A synced file will appear everywhere, across all devices.
What is Salesforce Files Sync? (cont.)
NOTE: Download and install the Salesforce Files client so you can sync files
between your desktop, Chatter, and mobile devices.
Synced files can be shared into business context with a few tabs or clicks.
What is Salesforce Files Sync? (cont.)
Salesforce
records!
Chatter Groups
and Users!
Share right
from the
desktop!
Work with your colleagues to collaborate on synced files.
What is Salesforce Files Sync? (cont.)
Your colleagues get to
work!
@mention colleagues
and ask them to work on
files.
You can see the
entire version
history.
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
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.
What are the Enhancements to Topics? (cont.)
OpportunityEnable 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.
What are the Enhancements to Topics? (cont.)
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.
What are the Enhancements to Topics? (cont.)
What are the Enhancements to Topics? (cont.)
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.
Chatter Group
Announcements, also
called sticky notes, let
Group Managers and
Owners highlight a
persistent
announcement in the
Chatter group.
What are the Enhancements to Chatter Groups?
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.
What are the Enhancements to Chatter Groups? (cont.)
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.
What are the Additional Enhancements to Chatter?
CUSTOMER IDEA: Email to Groups was submitted by
a customer via the Idea Exchange.
With Custom Branding on Emails, you can now display sender information, footer text, and footer logos, all
personalized to your organization.
Spring ‘14 brings a number of enhancements to Chatter Connect, including:
– A new query parameter to filter out all feed items prior to a given date/time, allowing for smaller responses.
– Support for searching and retrieval of record details for custom objects and supported standard objects.
What are the Additional Enhancements to Chatter? (cont.)
Default Sender
from name and
email address.
Default footer
and logo.
Custom sender
name and
email address
Custom footer
and logo
CUSTOMER IDEA: Custom Branding on Emails was submitted by
a customer via the Idea Exchange.
Salesforce Chatter Enhancements Summary
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.comto enable this
feature.
Salesforce EditionSalesforce
License
Salesforce Files Sync Pilot P EE, PxE, UE n/a
Topics in Global Search Auto-Complete
GA PCM, GE, PE, EE, PxE,
UE, DEn/a
Topics for Objects GA PCM, GE, PE, EE, PxE,
UE, DEn/a
Knowledgeable People GA PCM, GE, PE, EE, PxE,
UE, DEChatter Plus or
Higher
Endorsements GA PCM, GE, PE, EE, PxE,
UE, DEChatter Plus or
Higher
Chatter Group Announcements
GA PPersonal, GE, PE, PxE,
UE, DEn/a
Groups Layout GA PPersonal, GE, PE, PxE,
UE, DEn/a
Group Publisher Actions GA PPersonal, GE, PE, PxE,
UE, DEn/a
Salesforce Chatter Enhancements Summary
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.comto enable this
feature.
Salesforce EditionSalesforce
License
Email to Groups GA PCM, GE, PE, EE, PxE,
UE, DEn/a
Custom Branding on Chatter Email Notifications
GA PCM, GE, PE, EE, PxE,UE, DE, Database.com
n/a
Chatter Connect Enhancements
GA PPE, GE, EE, PxE, UE,
DEn/a
For a full list of Salesforce Chatter features and
enhancements, please see the release notes.
Communities Enhancements
What are the Enhancements to Communities?
Moderation Enhancements
Salesforce1 Support for Communities
Private Messages in Communities
Knowledgeable People
Badging with Work.com
Additional Communities Enhancements
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.
With Spring ‘14, Object permissions for contracts have been added to standard profiles.
– External users assigned to standard profiles may have access to your organization’s contracts
External users with Customer Community or HighVolume Portal User licenses can now access the Account tab
(read-only) and Contact tab (read/edit) in a community.
Login Settings for Community users are now managed on the community detail page.
Internal users can now use the new Internal Only Filter on a record feed to show only posts to their internal
Salesforce organization.
Orders are now available in Communities, giving community members the ability to track a new or completed
order.
What are the Additional Enhancements to Communities?
Communities Enhancements Summary
FeatureRelease
Type
Automaticallyvisible to all
users. No setup required.
Automaticallyvisible to all Admins. No
setup required.
Not automatically
visible. Feature is available but requires some setup.
Contactsalesforce.com to
enable this feature.
SalesforceEdition
SalesforceLicense
Community Moderation Enhancements
GA P EE, PxE, UE, DECommunities
Licenses
Communities on Salesforce1 GA P EE, PxE, UE, DECommunities
Licenses
Private Messages GA P EE, PxE, UE, DECommunities
Licenses
Knowledgeable People GA P EE, PxE, UE, DECommunities Licenses & Work.com
Badging in Communities GA P EE, PxE, UE, DE*Work.com & Communities
Licenses
Object Permissions for
Contracts and CommunitiesGA P
PE, EE, PxE, UE, DE
Communities Licenses
Additional Communities
EnhancementsGA P
PE, EE, PxE, UE, DE
Communities Licenses
Orders and Communities GA P EE, PxE, UE, DECommunities
Licenses
For a full list of Communities features and enhancements, please
see the release notes.
Sales CloudEnhancements
Forecasting Enhancements
Salesforce for Outlook Enhancements
Social Accounts and Contacts Enhancements
Salesforce Orders
Territory Management Enhancements
Activities Enhancements
Salesforce Console for Sales Enhancements
What are the Enhancements to Sales Cloud?
With Winter ‘14 we introduced Revenue Splits. New in Spring ‘14, when approaching sales from a team selling
perspective, organizations can now include revenue from overlay splits in the Forecast (Pilot).
What are the Enhancements to Forecasts?
Overlay Forecast
view
Split % and
Forecasted
Amount based on
Opportunity Split
NOTE: To be considered for this Pilot program, please
contact your salesforce.com representative.
You can now choose and have up to four separate forecast types enabled in your organization simultaneously.
To add an additional forecast type to your organization, simply configure the new type in Forecast Settings.
What are the Enhancements to Forecasts? (cont.)
Forecast Users can
toggle between available
Forecast Types
Each Forecast
Type can have its
own Quotas and
Adjustments
The Collaborative Forecasts Settings page has been redesigned and divided into two separate pages to
accommodate configuring multiple forecast types.
What are the Enhancements to Forecasts? (cont.)
Add/edit
Forecast
Types
Enable
Forecast
Adjustments
Configure the
Forecast Period
and default
display
Show
Quotas
For each Forecast Type,
configure the Forecast
Measurement and fields to
display in the Opportunity
List
A new filter, “My Direct Reports” is now available for managers to select when viewing custom reports on
Forecasting Item, Forecasting Quota, and Forecasting Adjustment.
The Forecast Type field of forecasting items or forecasting quotas is now available by default in reports.
What are the Additional Enhancements to Forecasts? (cont.)
With Spring ‘14, customers can now choose to create a split type on custom currency fields on opportunities
(Pilot).
What are the Enhancements to Opportunity Splits?
Spring ‘14 makes it even easier for users to manage their opportunity splits, and teams. Now, when users add a
person to an Opportunity Split, they are automatically added to the Opportunity Team.
Topics functionality is now extended to Opportunities, making it easy for users to tag Opportunities and see
knowledge people on these topics.
What are the Enhancements to Opportunity Splits? (cont.)
Salesforce for Outlook users can now create a new case from an email in the side panel.
What are the Enhancements to Salesforce for Outlook?
Users will be able
to modify fields on
the case as they
create the case
All global actions
related to
creating a case
will appear when
the user clicks
the “+” in the
side panel.
NOTE: Users need Internet Explorer 9 or 10 to use this feature.
A new yellow warning dialog now appears in the side panel when a new version of Salesforce for Outlook is
available.
Admins are now able to view and download a list of all Salesforce for Outlook users and see what version they
are currently using.
What are the Enhancements to Salesforce for Outlook? (cont.)
NOTE: The yellow warning dialog obeys the administrators
setting for notifying users of new versions.
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 timePeople 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.
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
ServiceEntitlement
Asset
Order
Product
Sales Cloud Service Cloud
Order
FulfillmentFinancials
Back-End Systems
Billing
Case
Salesforce Orders can be enabled and configured via Setup | Customize | Orders | Settings
What are Salesforce Orders? (cont.)
Enable
OrdersOption 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
What are Salesforce Orders? (cont.)
Track Order
Status
Add Order Products
using Products and
Price Books
Clone with or
without
Products
Chatter
Feed
enabled
Reduction orders are an agreement between
a company and a customer to process
product returns, de-provision services, or
reduce services that have been provisioned.
What are Salesforce Orders? (cont.)
Ability to create
Reduction Orders
Select Products
to Reduce
Territory Management can now be disabled, allowing organizations to either use Customizable Forecasting
with Role Hierarchy, or migrate to the new Collaborative Forecasting.
Territory Planning (Pilot) enables organizations to create multiple territory models to simulate what a territory
would look like in the future for planning purposes.
With Territory Preview (Pilot), organizations can see what the planned territories would look like, including what
accounts are assigned to territories based on defined rules.
Enhanced User to Territory Assignment (Pilot), provides a search-based approach to enable assignment and
removal of multiple users from a particular territory.
What are the Enhancements to Territory Management?
NOTE: To be
considered for
this Pilot
program, please
contact your
salesforce.com
representative.
STOP: Disabling Territory Management can affect your reports and dashboards.
Salesforce1
– Doesn’t account for closed tasks in displaying subsequent pages of a list.
– Can’t display more than 2,000 tasks in a list.
Task lists can’t display overdue tasks when more than 1,000 overdue tasks exist.
If you have an open task to complete an order. Once that is completed, you want Salesforce to create a task for
the next day to call your client as a follow-up. With repeating tasks you can automatically create this new task
when you complete the activity to create the order.
– The next task in the series is created only when the current task is due or marked completed.
What are the Enhancements to Activities?
Sales Cloud Enhancements Summary
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Overlay Forecasts Pilot P PxE, UE, EE, DE n/a
Multiple Forecast Types GA P PE, UE, PxE, EE, DE n/a
New Forecast Settings GA P PE, UE, PxE, EE, DE n/a
“My Direct Reports “ Reports
FilterGA P PE, UE, PxE, EE, DE n/a
Custom Split type Pilot P PxE, UE, DE Sales Cloud
Single add user GA P PE, EE, PxE, UE, DE Sales Cloud
Contextual Recommendations on Opportunity
GA PPE, EE,PxE, UE, DE,
Database.comSales Cloud
Create New Case From
EmailGA P PE, PxE, UE, DE,
Sales Cloud or
Developer
Updated Notification in the
Side PanelGA P PE, PxE, UE, DE
Sales Cloud or
Developer
Improved Notification of
current version and Log-in
History
GA P PE, PxE, UE, DESales Cloud or
Developer
Sales Cloud Enhancements Summary
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Social Accounts and
Contacts – Twitter Integration
with Salesforce1GA P GE, PE, PxE, UE, DE n/a
Salesforce Orders GA P PE, EE, PxE, UE, DE n/a
Reduction Orders GA P EE, PxE, UE, DE n/a
Disable Territory
ManagementGA P EE, PxE, UE n/a
Territory Planning Pilot P EE, PxE, UE n/a
Territory Preview Pilot P EE, PxE, UE n/a
Activities Enhancements GA P PE, EE, PxE, UE, DE n/a
Repeat Tasks on a Flexible
ScheduleGA P PE, EE, PxE, UE, DE n/a
For a full list of Sales Cloud features and
enhancements, please see the release notes.
Data.com Enhancements
Data.com Clean Enhancements
Data.com Prospector Enhancements
Additional Data.com Enhancements
What are the Enhancements to Data.com?
With Clean Auto-Overwrite, Administrators can set clean jobs to overwrite specific fields so that their Sales Reps
always have the most up to date information.
What are the Enhancements to Data.com Clean?
Field History Tracking
recommended for any
field that is set to
Overwrite.
Available for
Contacts, Leads,
and Accounts
What are the Enhancements to Data.com Clean? (cont.)
Available for Contacts, Leads,
and Accounts (D&B Company
cannot have a Skipped status).
Available for Contacts, Leads,
Accounts, and D&B Company.
Available for Contacts, Leads,
Accounts, and D&B Company.
Spring ‘14 gives Administrators the ability to
bypass records, worfkflow processes,
and triggers when clean jobs run,
eliminating extraneous processing and
validation rules.
Data.com Clean users can now choose to manually refresh company data to ensure they have the latest Dun &
Bradstreet Company information.
What are the Enhancements to Data.com Clean? (cont.)
Especially useful for
Prospector-only
customers, who don’t
have Clean jobs to
automate this process
NOTE: The Refresh button
must be added to D&B
Company layout.
With Spring ‘14, Add Flow allows users to proceed adding as many records as their credits allow for.
What are the Enhancements to Data.com Prospector?
Handles user balance, org
balance, and list pool.
As before, user is not charged
for duplicates (if their org
allows them). Therefore, actual
added records might be more
than their available credits.
NOTE: Administrators can view a summary of Data.com List user limits
in Setup | Data.com | Administration | Licenses & Limits.
With Export Flow, users can proceed
exporting as many records as their
credits allow for:
A green dot appears in search results
next to records already in Salesforce.
A blue checkmark appears in the
search results next to records that
were already purchased.
– Both green dot records and blue
checkmark records are considered
to be records your organization
already owns.
What are the Enhancements to Data.com Prospector? (cont.)
As before, user is not
charged for records that
their organization already
owns. Therefore, actual
exported records might
be more than their
available credits.
NOTE: Users with list pool
access will now ALWAYS
use their monthly credits first
when adding or exporting
records.
Users with a Data.com Premium Prospector or Data.com Premium Clean license will now see updated NAICS
codes with the most recent values from D&B.
Clean Job logs are now stored from 21 days instead of seven.
The Data.com Reports package has been expired from the AppExchange and replaced with several more
specific report packages.
Data.com API is now generally available to all customers, giving you more control over the contact, lead, and
account information that you need.
– The Search API allows developers to apply customized search criteria beyond what the Data.com tab supports
today, or customize application behavior with integrated Data.com search into everyday processes for creating
contacts, accounts, and leads.
– Using the Match API developers can customize the lead creation process with a trigger that does a match call
on insert, or develop custom logic around which records are matched and how often.
– D&B API allow developers to retrieve all premium D&B data fields on owned account records
What are the Additional Data.com Enhancements?
Data.com Enhancements Summary
FeatureRelease
Type
Automatically
visible to all
users. No
setup required.
Automatically
visible to all
Admins. No setup
required.
Not automatically
visible. Feature
Is available
But requires
Some setup.
Contact
salesforce.com to
enable this
feature.
Data.com Product
Clean Auto-Overwrite GA PPremium Prospector,
Premium Clean
Clean Bypass Workflow,
Triggers, & Skipped RecordsGA P
Corporate Clean, Premium
Clean
Clean D&B Company Manual
RefreshGA P
Corporate Clean, Premium
Clean
Prospector Add/Export Flow
EnhancementsGA P
Corporate Prospector,
Premium Prospector
Prospector Draw Monthly
Credits then List PoolGA P
Corporate Prospector,
Premium Prospector
Search API GA P
Corporate Prospector,
Premium Prospector
Match API GA P
Corporate Clean, Premium
Clean
Data.com Enhancements Summary
FeatureRelease
Type
Automatically
visible to all
users. No
setup required.
Automatically
visible to all
Admins. No setup
required.
Not automatically
visible. Feature
Is available
But requires
Some setup.
Contact
salesforce.com to
enable this
feature.
Data.com Product
D&B APIs GA PPremium Prospector,
Premium Clean
REFERENCE: For a full list of Data.com features
and enhancements, please see the release notes.
Service Cloud Enhancements
Case Feed Enhancements
Chatter Answers Enhancements
Salesforce Knowledge Enhancements
Search Enhancements
Live Agent Enhancements
Salesforce Console for Service Enhancements
Social Customer Service Enhancements
Additional Service Cloud Enhancements
What are the Enhancements to Service Cloud?
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
NOTE: You need to use the rich text editor in the email
publisher to embed images. You can’t embed images in
plain text messages.
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.)
Tips & Tricks: Components in the
right column are hidden when agents
view the Case Detail page, so use
the left column for any components
you want accessible all the time.
Email messages you write using the Case Feed Email action are now automatically associated with contacts,
making the Related Activity list on cases and the Activity History list on contacts more comprehensive and useful.
What are the Enhancements to Case Feed? (cont.)
Add the Topics list to
your Case Feed layouts
to make it easy for support
agents to find relevant
troubleshooting information
quickly.
The Topics list shows
the topics that have been
added to items in the
feed for a case, or to the
case feed itself.
Agents can click on a
topic to see other
records or feed items
tagged with it.
Agents can add or
remove topics.
What are the Enhancements to Case Feed? (cont.)
The Change Status action now includes the standard Status field on a case, meaning that things that rely
on the Status field, such as triggers or dependent picklists, will work as designed when an agent updates a
case’s status using the change Status action.
Two new feed filters, Attached Articles and Milestone Status have been added to make it easier to find specific
information in the feed quickly.
What are the Additional Enhancements to Case Feed?
Attached Articles shows feed
items related to articles
attached to the case the
agent is viewing
Milestone Status shows feed
items for changes to the
milestone on the case
Users can now add code samples to posts when the rich text editor is enabled in Chatter Answers and Ideas.
Copy a code sample from any text editor and click the button to open the Add a code sample text box.
What are the Enhancements to Chatter Answers and Ideas?
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
The Knowledge One Widget is enabled through Setup | Customize | Cases | Page Layouts.
What are the Enhancements to Salesforce Knowledge? (cont.)
Disable the Knowledge
Sidebar on the Case Page
Layout/Layout Properties
1 If you are using
Case Feed, disable
“Use Case Feed
Articles Tool in the
console”
2
On Custom Console
Components, add
Knowledge One on the
sidebar that you prefer
3
What are the Enhancements to Salesforce Knowledge? (cont.)
Access Article,
My Draft,
External Objects
Create a new
article directly
from the widget
From the list, you can share
the article via PDF or URL,
and you can also run
workflow actions like edit,
publish
Enable the Knowledge One footer component so that sales reps can easily find articles and other sources to help
close deals and support agents can have one click access to the knowledge base.
What are the Enhancements to Salesforce Knowledge? (cont.)
Enable Knowledge One footer
component from Setup | Create |
App | our custom app, select
Knowledge One
Knowledge One footer will appear in
Console footer all the time. You can
also open as a new windows by one
click
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.
When searching in Salesforce Knowledge, the user will now get suggestions as they type for popular searches
done by others using the knowledge base that match what the user has entered into the search box. This feature is
only available via API in Spring ‘14.
What are the Enhancements to Search?
Previous search terms are available
as the agent types in the search box.
NOTE: If you wish to have Auto-suggest API turned on please
contact your Salesforce representative.
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 Search? (cont.)
Suggested Articles relevant for
the current Case appear below
the Knowledge search box.
Promoted results for Salesforce Knowledge allow knowledge managers to set keyword triggers that will push a
particular knowledge article to the top of search results.
What are the Enhancements to Search? (cont.)
Link to Promoted
Article for the term
All promotions
visible at a glanceNew option
in setup
Route incoming chat requests that originate from a particular chat button directly to a specific agent using the
Deployment API and pre-chat forms.
You now have the option to reroute chat requests that have been declined by all agents back to agents who
are still available.
Chats that have been assigned to an agent can now be automatically accepted. Previously, agents had to
manually accept a chat that was assigned to them from the list of incoming chats.
Live Agent customers now have the ability to upload and transfer files to agents (Pilot) during a chat so they
can easily share important information without leaving the chat window.
What are the Enhancements to Live Agent?
The Supervisor tab is now available in the Salesforce Console for Service, giving your Live Agent supervisors
easy access to information about their agents’ activities without disrupting supervisors’ workflow.
What are the Enhancements to Live Agent? (cont).
What are the Additional Enhancements to Live Agent?
Agents can now attach related records to transcripts
as they chat with customers without breaking their
workflow.
Starting in Spring ‘14, the Related Entities panel in the
details tab is no longer available for new Live Agent
Customers. Existing customers will continue to have
access.
Use Visualforce to resize the chat input field and the
live chat transcript in the customer chat window to
make it easier for customers to chat with agents.
There are a few new fields you can include on live
chat transcript records to help provide more complete
information about the chats that occur within your
organization:
– Abandoned After
– Agent Maximum Response Time
– Chat Duration
– Visitor Maximum Response Time
– Wait Time
Additional live chat transcript events are available
to help you record the activity that occurs while your
agents chat with customers.
Several methods have been changed in Live Agent’s
Deployment API to let you route incoming chat
requests directly to agents.
With Spring ’14, Multi Monitor Components let you pop out the workspaces in the Console into their own window
to allow for easing viewing of a work list and work detail side by side across multiple screens.
What are the Enhancements to Salesforce Console?
Primary Console Window
Secondary Popped Out
Workspace Window
Multiple Workspaces
(Primary + Subtabs)Footer components, like
the CTI Panel, Notes, and
Knowledge can be popped
out into their own window.
NOTE: Any popped out items will close and lose their positions on
the screen when users log out of Salesforce, click Setup, or refresh
or close their browsers.
Multi Components allow several
components to live side by side in
the same sidebar region. Sidebar
styles are now available for
Administrators when they add
custom console components to
page layouts.
Components can be configured
to display in an accordion, tabs,
or stacked style.
What are the Enhancements to Salesforce Console? (cont.)
Stacked Tabs
Accordion
Several methods have been updated or added to support the enhancements to Salesforce Console.
You can now add lookup field components created for a Salesforce console to AppExchange
packages, allowing you to distribute lookup field components for console apps to other Salesforce
users and organizations outside of your company.
What are the Additional Enhancements to Salesforce Console?
Social Customer Service integrates the power of Radian6 with the Service Cloud, allowing you to respond to your
customers via social networks and capture important case information.
What is Social Customer Service?
Cases are now created from
managed Facebook pages.
Agents can see the content
they are replying to in the
social publisher
Users can reply to the social post
directly from the case feed
Your organization must have Radian6
set up with a data source to gather
Twitter tweets and direct messages and
Facebook posts.
What is Social Customer Service? (cont.)
Admins can see errors in the
setup menu, fix the errors, and
reprocess the inbound data
Social accounts a user no
longer has access to are
automatically deactivated and
separated from the active
accounts.
The Visible in Self-Service field on solutions has been renamed to Public because it applies to communities,
customer portals, and self-service portals.
Implement the Support.MilestoneTriggerTimeCalculator Apex interface with a custom Apex class to
dynamically calculate the time trigger for a milestone based on the milestone type, the properties of the case,
and case-related objects.
After the Summer ‘15 release, salesforce.com will no longer provide support for all versions of the Salesforce CTI
Toolkit.
What are the Additional Enhancements to Service Cloud?
Service Cloud Enhancements Summary
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Support for Drag-and-Drop Attachments in the Case Feed Email Publisher
GA P EE, PxE, UE, DE n/a
Inline Images Now Supported in the Case Feed Email Publisher
GA P EE, PxE, UE, DE n/a
Resizable Message Pane in the Case Feed Email Publisher
GA P EE, PxE, UE, DE n/a
Add Custom Components to Case Feed
GA P EE, PxE, UE, DE n/a
Automatically Associate Outgoing Emails with Contacts
GA P EE, PxE, UE, DE n/a
Topics List Available as a Case Feed Sidebar Tool
GA P EE, PxE, UE, DE n/a
Service Cloud Enhancements Summary (cont.)
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
New Ways to Filter Feed Items in Case Feed
GA P EE, PxE, UE, DEAt least 1
Knowledge license
Add Code Samples to Posts
GA P EE, PxE, UE, DEAt least 1
Knowledge license
Knowledge One Widget GA P EE, PxE, UE, DEAt least 1
Knowledge license
Knowledge One Footer GA P EE, PxE, UE, DEAt least 1
Knowledge license
Filter Article Reports using Data Category
GA P EE, PxE, UE, DEAt least 1
Knowledge license
Topics on Articles GA P EE, PxE, UE, DEAt least 1
Knowledge license
Auto-complete on Suggested Searches API
Pilot P EE, PxE, UE, DESalesforceKnowledge
*Available for an additional cost.
Service Cloud Enhancements Summary (cont.)
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Auto-complete matchingon Article Titles API
Pilot P EE, PxE, UE, DESalesforceKnowledge
Suggested Articles for a
Case (improved)Beta P EE, PxE, UE, DE
Salesforce Knowledge
Promoted Results Pilot P EE, PxE, UE, DESalesforce Knowledge
Direct to Agent Chat Routing
GA P *EE, PxE, *UE, DE n/a
Chat Routing Enhancements
GA P *EE, PxE, *UE, DE n/a
Transfer Files During a Chat
Pilot P *EE, PxE, *UE, DE n/a
Supervisor Tab Available in Salesforce Console
GA P *EE, PxE, *UE, DE n/a
*Available for an additional cost.
Service Cloud Enhancements Summary (cont.)
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Changes to the Availabilityof the Related Entitles Panel
GA P *EE, PxE, *UE, DE n/a
Improve the Customer Chat Window with Visualforce
GA P *EE, PxE, *UE, DE n/a
New Live Chat Transcript Fields
GA P *EE, PxE, *UE, DE n/a
New Live Chat Transcript Events
GA P *EE, PxE, *UE, DE n/a
Live Agent Deployment API: Changed Methods
GA P *EE, PxE, *UE, DE n/a
*Available for an additional cost.
**Must have Social Hub license
Service Cloud Enhancements Summary (cont.)
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Multi-Monitor Components GA P EE, PxE, UE, DE Service Cloud
Multi-Components GA P EE, PxE, UE, DE Service Cloud
Social Customer Service GA P** EE, PxE, UEService Cloud,
Marketing Cloud
Make SLAs Scalable with Dynamically Calculated Milestone Trigger Time
GA P EE, PxE, UE, DE n/a
For a full list of Service Cloud features and
enhancements, please see the release notes.
Salesforce Console for Service enhancements are available for:
Performance and Developer Editions with the Sales Cloud
Enterprise and Unlimited Editions with the Sales Cloud for an additional
cost
Analytics Enhancements
Reporting Enhancements
Historical Trending Enhancements
Dashboard Enhancements
Additional Analytics Enhancements
What are the Enhancements to Analytics?
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.
What are the Enhancements to Historical Trend Reporting?
With Spring ‘14, users can create historical trend
reports to analyze how cases are moving through the
solution lifecycle.
Enable trending on
Cases
1
Select fields to trend
2
Select a custom
report type
3
Create a Case
tracking report
4
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.)
Administrators with the Edit Dashboards without View All Data permission can now edit dashboard components
even if they are not the running user of the dashboard.
What are the Enhancements to Dashboards? (cont.)
Dashboard folder
with “Edit” access
Only certain sections
of the dashboard are
editable
CUSTOMER IDEA: Modifying a Dashboard without View All Data
permission was submitted by a customer via the Idea Exchange.
Embedded Analytics now lets you add charts within Salesforce1 or within any Visualforce page with just one line of
code.
What are the Additional Analytics Enhancements?
Building charts and visualizations on the platform is easier than ever before. Developers can quickly define
complex charts using the report builder and easily embed them into any Visualforce page with just "one line of
code". In addition to embedding the chart they have a lot of control over the setting auto-refresh schedules,
applying dynamic filtering i.e. essentially Embedded Analytics into all of their apps within a matter of minutes.
What are the Additional Analytics Enhancements? (cont.)
Just one line
of code!
The new Analytics API allows developers to easily integrate reports with the rest of the platform.
What are the Additional Analytics Enhancements? (cont.)
Run a report periodically
using Apex scheduler and
make a Chatter push
notification for every user
who hasn’t met their quota.
Analytics Enhancements Summary
FeatureRelease
Type
Automaticallyvisible to all users. No setup required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Sort Groups by Aggregates GA PGE, PE, EE, PxE,
UE, DEn/a
Floating Headers for
Summary and Matrix
Reports
GA PGE, PE, EE, PxE,
UE, DEn/a
Export Reports without
FootersGA P
GE, PE, EE, PxE,
UE, DEn/a
Hiding Standard Report
TypesGA P
GE, PE, EE, PxE,
UE, DEn/a
Historical Trending for Case
ObjectGA P EE, PxE, UE, DE n/a
Dashboard Filter Labels GA P PE, EE, PxE, UE, DE n/a
Analytics Enhancements Summary (cont.)
For a full list of Analytics features and
enhancements, please see the release notes.
FeatureRelease
Type
Automaticallyvisible to all users. No setup required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Removing “View All Data”
Dependency for Editing
Dashbaord metadata
GA P PE, EE, PxE, UE, DE n/a
Decimals and Percentages
on Dashboard TablesGA P PE, EE, PxE, UE, DE n/a
Embedded Analytics in
Salesforce1GA P
GE, PE, EE, PxE,
UE, DEn/a
Embedded Analytics using
VisualforceGA P EE, PxE, UE, DE n/a
Analytics API GA PEE, PxE, UE, DE
n/a
Site.com Enhancements
What are the Enhancements to Site.com?
With Page Level Queries, customers are able to
specify queries on a page level and use the data
across the page, rather than having to depend only on
data repeaters.
Site.com contributors can now drag and drop
content blocks and widgets onto the page, move
selectable components around on the page, and edit
the styling of the page.
New custom property types let you create widgets
that are even more versatile and have you flexibility
over how your widgets are reused.
As a contributor, you can now add page elements to
any editable areas of a page.
Contributors can choose to move the
selectable components around by
dragging the move icon that shows up.
They can also delete components
using the ‘x’ icon on the right
Contributors can
see a Page
Elements menu
from where he/she
can drag drop
components onto
the page
Site.com Versioning gives a site.com publisher the ability to quickly revert to a previously published version of the
site, track change history, and view details of the change list.
What are the Enhancements to Site.com? (cont.)
Users can view the
List of Published
Changes Users can View Change List Details and
then Restore a Version
NOTE: When working in Site.com Studio, you’re always working on an unpublished
version of your site. When you restore a version, you overwrite your working copy,
not your live site. You must publish the restored version before you see the change
on your live site.
Site.com administrators can now use the Metadata API to seamlessly move site.com sites from Sandbox to
production.
Designers and site administrators can now export assets separately from all the other site components. This is
useful when using the regular site export feature results in a file over 200MB, or when using the Metadata API.
When configuring a site, you can select one of three Clickjack Protection options:
– Allow framing by any page (no protection)
– Allow framing by the same origin only (recommended)
– Don’t allow framing by any page (most protection)
The Company Community Add-on permission set license has been renamed to Company Community for
Force.com.
Enhancements to Live Mode make it even easier to see what your published site will look like.
– When the page is open, you can use the new Fluid option to reset the pages width and height to 100% after
your preview how the site looks on mobile devices and laptops.
What are the Additional Enhancements to Site.com?
Site.com Enhancements Summary
Feature Release TypeAutomatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Page Level Queries GA P
Personal, GE, PE,
PxE, UE, DE,
Database.com
n/a
Widget Enhancements GA P
Personal, GE, PE,
PxE, UE, DE,
Database.com
n/a
Custom Property Types GA P
Personal, GE, PE,
PxE, UE, DE,
Database.com
n/a
Site.com Versioning GA P
Personal, GE, PE,
PxE, UE, DE,
Database.com
n/a
Site.com Metadata API GA P
Personal, GE, PE,
PxE, UE, DE,
Database.com
n/a
New Ways to Export
AssetsGA P
Personal, GE, PE,
PxE, UE, DE,
Database.com
n/a
Improved Page Editing for
ContributorsGA P
Personal, GE, PE,
PxE, UE, DE,
Database.com
n/a
Site.com Enhancements Summary (cont.)
Feature Release TypeAutomatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Contributors can add Page
ElementsGA P
Personal, GE, PE,
PxE, UE, DE,
Database.com
n/a
Live Mode Updates GA P
Personal, GE, PE,
PxE, UE, DE,
Database.com
n/a
Clickjack Protection GA P
Personal, GE, PE,
PxE, UE, DE,
Database.com
n/a
For a full list of Site.com features and
enhancements, please see the release notes.
Force.com Customization Enhancements
Data Import Wizard
Feed-Based Page Layouts
Workflow Enhancements
Visual Workflow Enhancements
Permission Set Enhancements
Security Enhancements
Sharing Enhancements
Additional Force.com Customization Enhancements
What are the Customization Enhancements to Force.com?
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.)
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.)
NOTE: Review the Import Wizard comparison table to see a list of
differences between the old and new wizards.
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.
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 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
NOTE: Flow triggers have special behaviors and limitations. See “Flow
Trigger Considerations – Pilot” in Salesforce Help for more information.
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
NOTE: With the addition of the Manage Assignments button on permission
set pages, the Assigned users button and page has been removed.
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
Some permission set licenses provide object permissions, such as “Read” access to cases. To support this
change, we also allow you to assign page layouts to users who received object permissions through a
permission set license.
The Permission Set License Assignments page has been redesigned to make it easier for you to determine
which permission set licenses to assign to your users.
What are the Additional Enhancements to Permission Sets?
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.
Sharing improves your control over who sees what. With Spring ‘14, use Sharing Sets to grant portal or
community users access to records that are associated with their accounts or contacts, based on their profiles.
With sharing sets, you can:
Grant users access to records.
Grant users access to other users.
What are the Enhancements to Sharing?
NOTE: This example
grants your portal
users access to users
whose contacts are
related to the
accounts identified on
the portal users’
managers records.
Lookup filters are now supported on more objects, including:
– Campaigns, Cases, Contracts, Ideas, Leads, Opportunities, Products, and Social Personas.
– A Related Lookup Filters node has been added in Setup to support all newly supported objects.
With Spring ‘14, Field Sets are now generally available.
The TEXT() formula function now:
– Supports additional rule types as well as custom buttons and links.
– Converts picklist values to text in approval rules, approval step rules, workflow rules, auto-response rules,
escalation rules, and custom buttons and links.
Use the App Menu settings to control whether users see only connected apps in their App Launcher.
Usage-based entitlements are no longer limited to monthly resources. The Usage-based Entitlements related list
now includes columns for “Resource ID” and “Frequency”.
With Spring ‘14, Field History Data Retention (Pilot) lets you specify date ranges for retaining field history.
URL pattern matching for text area and long text area fields has been improved, allowing for more valid URLs to
be recognized.
The way session ID management works for Visualforce pages has been enhanced, providing additional
protection for user sessions across Visualforce pages.
What are the Additional Force.com Customization Enhancements?
In user list views, Is Frozen is now included in the filter criteria, allowing you to create a list of frozen user
accounts.
The enhanced page layout editor now includes the Components category in the palette for some entities.
What are the Additional Force.com Customization Enhancements? (cont.)
Force.com Customization Enhancements Summary
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Data Import Wizard GA PCM, Personal, GE, PE,
EE, PxE, UE, DEn/a
Feed-Based Page Layouts GA PCM, Personal, GE, PE,
EE, PxE, UE, DEn/a
Launch Flows from
Workflow Rules Pilot P EE, PxE, UE, DE n/a
Business Logic and
Process Automation
Enhancements
GA P EE, PxE, UE, DE n/a
Debug Logs for Flow
TriggersPilot P EE, PxE, UE, DE n/a
Permission Set
EnhancementsGA P
EE, PxE, UE, DE,
Database.comn/a
Security Login
EnhancementsGA P
CM, Personal, GE, PE,
EE, PxE, UE, DEn/a
Sharing Sets GA P EE, PxE, UE, DE n/a
Lookup Filter
EnhancementsGA P
EE, PxE, UE, DE,
Database.comn/a
Field Sets GA PEE, PxE, UE, DE,
Database.comn/a
Force.com Customization Enhancements Summary
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
TEXT() Function Picklist
Expanded SupportGA P
EE, PxE, UE, DE,
Database.comn/a
Hide Standard and
Custom Apps from the App
Launcher
GA P
EE, PxE, UE, DE,
Database.com n/a
Non-monthly Usage Based
EntitlementsGA P
EE, PxE, UE, DE,
Database.comn/a
Field History Data
RetentionPilot P
CM, GE, PE, EE, PxE,
UE, DE, Database.comn/a
Enhanced Session ID
Management for VFGA P EE, PxE, UE, DE n/a
User List View: Is Frozen
FieldGA P
CM, GE, PE, EE, PxE,
UE, DE, Database.comn/a
Components Category in
the Page Layout EditorGA P
CM, GE, PE, EE, PxE,
UE, DE, Database.comn/a
Enhanced Lookups for
Users EnhancementsGA P
Personal, GE., PE,
PxE, UE, DE,
Database.comn/a
Force.com Customization Enhancements Summary
REFERENCE: For a full list of Force.com features
and enhancements, please see the release notes.
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Enhanced Lookups for
OpportunitiesGA P
Personal, GE., PE,
PxE, UE, DEn/a
Force.com Development Enhancements
What are the Development Enhancements to Force.com?
Sandbox Enhancements
Developer Console Enhancements
Visualforce Enhancements
Force.com Canvas Enhancements
Apex Code Enhancements
API 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
ConfigurationYes Yes Yes Yes
Copies Data Records No No Yes Yes
Sandbox Templates/
SamplingNo & No No & No
Yes & Yes (10,000
records/object)
Yes & No (Full
Copy/ Object)
Bundled Developer
SandboxesNone 5 10 15
Sandbox Size 200MB1GB
(~500K records)
5GB
(2.5M records)Match production
What are the Enhancements to Sandbox? (cont.)
The page for monitoring deployments has been
redesigned and now provides real-time and in-depth
statistics of Metadata API-based deployments.
– When running a deployment, the Deployment
Status page shows you the real-time progress of
your current deployment.
– After all components have been deployed without
errors, Apex tests will start executing, if required or
enabled.
Administrators and developers now have new ways
to use change sets and external tools for
deployments.
– Sharing sets are now included in Change Sets.
– Quickly deploy Site.com and Site.com
Communities sites using change sets.
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?
DEFINITION: JavaScript remoting is a popular, powerful, and efficient method for
building web apps with Visualforce, especially for creating pages for use in
Salesforce1, or working with JavaScript libraries.
REFERENCE: For a full list of Spring ‘14 Visualforce
Enhancements, please see the Release Notes.
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 FeedClick the link to
expand or collapse
the Canvas App in the
feed.
For organizations that use Salesforce1, you can now expose a canvas app in the navigation menu to save time for
your users accessing apps on mobile devices.
What are the Enhancements to Force.com Canvas? (cont.)
Clicking the publisher
will bring up the Canvas
App in the publisher
(including the Chatter
lifecycle events)
Canvas Quick
Actions on the
Publisher Global
Layout will appear in
the Salesforce One
Publisher
Make your Force.com Canvas app appear in the publisher just the way you want by removing the publisher
header and the Share button.
Force.com Canvas now provides methods that you can use to publish and subscribe to events between our
Canvas App and the parent Visualforce page.
When using the Force.com Canvas SDK, you can enable debug mode to make troubleshooting easier.
What are the Enhancements to Force.com Canvas? (cont.)
REFERENCE: For a full list of changed objects and fields
associated with the enhancements to Force.com Canvas, please
see the Release Notes.
New Classes, Methods, and Interfaces have been added to support the new features and products in the Spring
‘14 release. For a full list of new Classes, Methods and Interfaces, see the release notes.
New Chatter in Apex classes and methods have been added in Spring ’14, making it simpler and easier to create
custom Chatter experiences in Salesforce.
The query timeout in the batch Apex start method has been increased to 10 minutes.
A new option has been added to ensure that auto-number fields in your organization’s records don’t have
gaps due to test records created in Apex tests.
Analytics API is now available in Apex, so you can easily query and consume report results.
What are the Enhancements to Apex Code?
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!
What are the API Enhancements?
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
What are the API Enhancements? (cont.)
Detailed history for
every deployment,
including error
messages
Highlights long
running apex tests to
help improve
deployment time
With Spring ‘14, we're unlocking the power of the metadata API by allowing you not only to create, update, and
delete your org's configuration, but now read metadata from the same API. In addition, you can now perform all
these actions synchronously to simplify your code.
The new Place Order API allows customers to generate all the Standard and Custom objects needed to support
Order Capture natively within Salesforce.
Allocate quotas for various API limits to individual connected apps. These app quotas for API limits (Pilot)
enable you to reserve API capacity for mission-critical connected apps or set a ceiling for API usage of non-
critical connected apps.
Address and geolocation compound fields are available in the SOAP and REST APIs (Beta) in API version
30.0 and later.
– Geolocation fields are accessible as a structured “compound” data type, as well as individual latitude and
longitude elements.
– Standard addresses – addresses built into standard objects in Salesforce – are accessible in the SOAP and
REST APIs as a structured “compound” data type, as well as individual address elements.
What are the API Enhancements? (cont.)
REFERENCE: The features listed above only represent a subset
of features in the Spring ‘14 release. For a full list of API
enhancements, please see the Release Notes.
Force.com Development Enhancements Summary
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Partial Data Sandbox GA P EE, PxE, UEAdd-on
Product
Sharing Sets Available in
Change SetsGA P P
PE, EE, PxE, UE,
Database.comn/a
Developer Console
EnhancementsGA P
PE, EE, PxE, UE,
Database.comn/a
Visualforce Remote
ObjectsPilot P
CM, GE, PE, EE, PxE,
UE, DEn/a
Canvas Apps in the
Publisher and FeedGA P
*GE, *PE, EE, PxE,
UE, DEn/a
Canvas Apps Accessible
from Salesforce1GA P
*GE, *PE, EE, PxE,
UE, DEn/a
Hide Publisher Header
and Share ButtonGA P
*GE, *PE, EE, PxE,
UE, DEn/a
Debugging in a Canvas
AppGA P
*GE, *PE, EE, PxE,
UE, DEn/a
Using Events between a
Canvas App and VF PageGA P
*GE, *PE, EE, PxE,
UE, DEn/a
*Can only use the Oauth Access method unless profiles, page layouts, and the API
have been enabled.
Force.com Development Enhancements Summary
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Unified Deployment
Monitoring ConsoleGA P
PxE, UE, DE,
Database.comn/a
Read Call in the Metadata
APIGA P
PxE, UE, DE,
Database.comn/a
Place Order API GA P *PE, EE, PxE, UE, DE n/a
Allocate API Limit App
QuotasPilot P
UE, EE, DE,
Database.comn/a
Address and Geolocation
Compound Fields in the
SOAP and REST APIs
Beta PUE, EE, DE,
Database.comn/a
REFERENCE: For a full list of Force.com features
and enhancements, please see the release notes.
* Requires add-on for API access.
ISV Enhancements
With Spring ‘14, we’re supporting the removal of a subset of package-able components from published managed
packages, providing greater flexibility in the managed packages framework.
What are the ISV Enhancements?
You can now delete
custom fields from
published packages
in the ISV DE org.
Before a field can be
deleted, a warning
must be read and
accepted.
In this limited pilot, ISVs will be able to get metrics for Visualforce Page views and custom object record count for
all Visualforce pages and custom objects contained in their managed package.
What are the ISV Enhancements? ( cont.)
ISV Enhancements Summary
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Managed Packages
Component RemovalGA P DE n/a
Usage MetricsLimited
Pilot P DE n/a
REFERENCE: For a full list of ISV features and
enhancements, please see the release notes.
Marketing Cloud Enhancements
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.
What are the Enhancements to Marketing Cloud?
REFERENCE: For information on new Marketing cloud features,
check out the Salesforce Marketing Cloud facebook page.
Work.com Enhancements
In Spring ‘14, Work.com
customers can now give and
receive badges and
recognition in Communities
across their network of
employees, customers,
partners, suppliers and
distributors.
What are the Enhancements to Work.com?
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.
With Work.com Calibration, managers, executives, and HR business partners can quickly and easily identify high
and low performers, review overall performance in the teams or organizations, and make adjustments to individual
performance ratings.
What are the Enhancements to Work.com? (cont.)
Visualize ratings
for the selected
question
What are the Enhancements to Work.com? (cont.)
Make edits inline without leaving Calibration. Filter and sort content to slice and dice data for
visualization.
Change
ratings inline
Filter and sort
to surface the
right data
Customize Calibration reports to capture the performance summary information you need.
What are the Enhancements to Work.com? (cont.)
Add filters and
columns from
Reports
Changes to
reports are
reflected in
Calibration
Work.com Enhancements Summary
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Badging in Communities GA P EE, PxE, UE, DE n/a
Work.com Calibration GA P EE, PxE, UE, DE Work.com
REFERENCE: For a full list of ISV features and
enhancements, please see the release notes.