Salesforce.com Winter’14 Release

Welcome to Salesforce.com Release’14

AGENDA

Force.com Customization Force.com Development Sales Cloud Service Cloud Data.com Quick Analysis – In Nutshell Comments

Force.com Customization

WORKFLOW FOR THE USER OBJECT—BETA

You can now create workflow rules and actions for the User object

Examples :• Send email alerts when users change roles or are

deactivated.• Use field updates to deactivate temporary employees after a

specified period.• Use outbound messages to sync user data with third-party

systems.

SEARCH IN SETUP—BETA

With Advanced Setup Search, you can search for Setup pages, custom profiles, permission sets, public groups, roles, and users from the sidebar in Setup.

Examples• If you want to see all workflow rule then type workf & you

will get all workflows.

FREEZING USER ACCOUNTS

You can temporarily suspend a user account that requires more work to deactivate.

To Freeze User Account1. From Setup, click Manage Users > Users.2. Click the name of the user whose account you want to freeze.3. Click Freeze.

FIELD HISTORY DATA RETENTION

Field history data that you would like to retain, and the length of time you would like to retain it. Contact your account team or Customer Support for more information about joining the pilot.

APPROVAL PROCESS

Approval Comment Merge Fields are Available in All Approvals-Related Email Alerts.

Example :• Set approval rejection action by adding the

comment field in Email alerts like {!ApprovalRequest.Comments}

New Limit of 30 Steps per Approval Process• Previous limit was 15, Now it is changed to 30

Force.com Development

IMPROVEMENTS TO DEPLOYMENT MONITORING

Salesforce improved the status messages listed on the Monitor Deployments page to provide more information about the cancellation, success or failure of a deployment when you’re using the Force.com Migration Tool.

Values will be like Pending, In Progress, Cancel Requested, Succeeded, Succeeded (Partially), Cancelled, Failed.

CANVAS APPS IN THE PUBLISHER AND THE CHATTER FEED—PILOT

(a) App in Publisher (b)App in Chatter Feed

FLEXIBLE API LIMITS

Handle the Spike of REST/SOAP API’s Apex callouts if it extends the limit.

DELETING COMPONENTS IN A MANAGED PACKAGE—PILOT

Starting with Winter '14, ISVs can delete custom fields and tabs in a previously released managed package.

SANDBOX

“Configuration Only” Sandboxes Renamed to “Developer Pro”

Hyphen Now Required in Sandbox Sub domain Name. Format “[sandboxName]-[subdomain].[instance].force.com”

EX- https://mysandbox-mycompany.cs1.force.com.

Sandbox Sizes IncreaseType of Sandbox Previous Size Update Size

Developer sandboxes 10 MB 100 MB

Developer Pro (Configuration only)

500 MB 1 GB

Full sandboxes sizeof(Production) sizeof(Production)

DEVELOPER CONSOLE

Integrated Code Search Save Order Debug View SOSL Search Support and Query History Static Resource Editors (Javascript, CSS, XML

support)

Continue…

o Improved Visualforce Development in the Developer Console

Developer Console

VISUALFORCE

New <apex:input> Component• Example : <apex:input label="Email" value="{!cEmail}"

type="email“ html-pattern="^[a-zA-Z0-9._-]+@example.com$"/>

APEX Statement Limit Elimination Scheduled Job Name and Type Available in Queries Example : 1) CronJobDetail ctd =[SELECT Id, Name, JobType

FROM CronJobDetail WHERE Id = :job.CronJobDetail.Id];

2) SELECT COUNT() FROM CronTrigger WHERE CronJobDetail.JobType = '7‘

Topic and TopicAssignment objects now support triggers

New Methods are added to Database, Result, Schema,

The new QuickAction describeQuickActions method returns an array of quick action describe result objects (QuickAction.DescribeQuickActionResult).

SOQL

OFFSET Use In Sub-queriesExample : SELECT Name, Id

(

SELECT Name FROM Opportunities LIMIT 10 OFFSET 2

)

FROM Account

Increased Number of Relationship Fields

Sales Cloud

SALESFORCE CONSOLE FOR SALE

Here Salesforce rep can give more time selling & less time for searching the right the appropriate information.

In nutshell, the productivity is increased.

NEW CHATTER MOBILE

Using the new chatter organization representation’s can edit the record from anywhere they are using their mobile devices.

Using the new chatter organization representation’s can edit the record from anywhere they are.

They can create Task, Order or any business requirement using new chatter.

COLLABORATIVE FORECASTING

See Opportunity Splits in Sales Forecasts. Change to Data Sources in Forecast Settings,

will be based on opportunities, opportunity splits, or product families.

Price Book is available for Lookup relationship with Std & Custom objects.

Service Cloud

MOBILE CASE FEED

Agents can view all of the cases wherever (outside the office or in the field) they are.

They can also see the open case, it’s history.

ENTITLEMENT MANAGEMENT

Create More Flexible Entitlement Processes with Recurring Milestones.

Monitor Case Activity with Milestone Feed Items

View Milestones on the Case Feed Page with the Milestone Tracker

Data.com

Social Key : You can now view all your Customer/Prospects social data.

List-based Clean : Now you can delete multiple records in list view just selecting and clicking the “Clean Button”.

Data.com API : The Data.com API can also be used in Custom UI & Business Processes

• Ex : Turns our Ideas into Data Driver App like Automated Campaign Cleansing.

IN NUTSHELL - SALESOFORCE.COM WINTER’14 RELEASE

Mobility Less Search More Work (More Sell) More Productivity Bad Data Cleansing API Driven HTML5 support Increased resources limits Increased Salesforce Performance Less Deprecation with previous

functionalities

References :

1) Salesforce.com/newfeatures

2) http://www.youtube.com/SalesforceReleases

If the Cloud is where you want to be then Sky is the limit !