BrightGen's Summer 13 Salesforce Release Webinar

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Information about BrightGen's Summer 13 Salesforce Release Webinar
Technology

Published on March 17, 2014

Author: brightgenss

Source: slideshare.net

Description

Slide deck from the BrightGen webinar covering the features of the summer 13 release of particular interest to our customers

Summer 13 Salesforce Release Webinar Clive  Pla),Service  Manager   www.linkedin.com/in/clivepla)   Keir  Bowden,  Chief  Technical  Officer   www.linkedin.com/in/keirbowden   @bob_buzzard  

Agenda •  Salesforce Summer 13 Release –  Chatter –  Price Books –  Ideas –  Dashboards –  Platform –  Communities •  Q&A

Summer 13 Release

Chatter

Publisher Actions •  Replaces chatter tasks •  Add actions to publisher •  Control layout •  Create or custom

Create Actions •  Create record from feed •  Choose fields •  Respects rules •  Object or global

Custom Actions •  Visualforce pages •  Custom functionality •  Object or global

Topics •  Upgrades hashtag topics (#) •  Add or edit at any time •  Add description •  Post from topic feed

Topics

Chatter Other •  Find in feed •  Email replies –  (un)follow –  Unlike –  Bookmark

Price Books

Price Books •  Standard tab •  Custom fields •  Page layouts •  Triggers •  Validation rules

Ideas

Ideas •  Communities = zones •  Order custom fields •  Comment triggers •  Add attachments

Ideas - Reputation •  Award points for: –  Creating ideas –  Receiving comments –  Receiving upvotes –  Making comments

Dashboards

Dashboards - Sharing •  Per-user folder sharing –  Viewer –  Editor –  Manager •  Requires configuration •  Can be reverted

Dashboards - Touch •  Available in iPhone –  Swipe between components –  Search –  Refresh

Dashboards - Other •  Sticky filters –  Retains your filter value •  View in communities –  Not high volume licenses

Platform

Platform •  Owner fields in formula

Platform •  Checkbox formula •  Approval process in change set •  Record types in permission set

Platform •  Sandbox templates •  Custom settings to sandbox •  User references in deployment •  Test methods in test classes

Setup UI

Setup UI •  Personal and organization •  Organization – admins •  Personal – all users •  Turn on (and off!)

Setup UI

Communities

Communities •  Replaces portals •  Includes chatter •  Mobile access via touch •  Branding through configuration

Communities •  Force.com and site.com site •  Customer community – B2C •  Partner community – B2B •  Migrating BrightGen customer portal

More Information •  http://bit.ly/ftjmjt •  Release notes •  Feature videos •  Training

Contact Us •  www.brightgen.com •  sales@brightgen.com •  01376 520578 •  @brightgen •  facebook.com/BrightGen

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