BrightGen's Winter 14 Salesforce Release Webinar

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Information about BrightGen's Winter 14 Salesforce Release Webinar
Technology

Published on March 17, 2014

Author: brightgenss

Source: slideshare.net

Description

Slide deck from the Winter 13 Salesforce release webinar conducted by BrightGen.

Winter 14 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 Winter 14 Release –  Chatter –  Console for Sales –  Price Books –  Knowledge –  Ideas –  Analytics –  Platform •  Q&A

Winter 14 Release

Chatter

Chatter - Groups •  Publisher Actions •  @mention groups •  Archiving

Chatter - Topics •  Feed Tracking + Follow •  Permissions •  Merging

Chatter - Other •  Combined filter/sort •  Increased post/ comment size

Chatter - Other •  Tabbed profile interface –  Separates feed from information •  Thanks

Console for Sales

Console for Sales •  Tabbed interface •  Records and related items •  Quickly log a call •  Paid license

Price Books

Price Books •  Lookup supported –  Other records can lookup to price book •  Search Layouts

Knowledge

Knowledge •  Salesforce users can view articles –  No license required! •  New custom field types

Knowledge •  Chatter feed on article from draft •  Play videos in article –  Requires configuration –  Requires Visualforce page

Knowledge One •  Replaces articles tab •  Requires configuration

Ideas

Ideas •  View user activities in chatter profile •  Requires configuration

Ideas •  Like a comment •  Total likes •  Unlike later

Analytics

Historical Trend Reporting

Analytics •  Embed report charts in record view •  Show/hide role hierarchy •  Restrict list view creation

Setup, Security, Platform

Setup •  Freeze user accounts •  Advanced setup search •  Workflow for user object

Sharing •  User sharing is GA •  Description field on sharing rules

Manager Groups Sales  Director   Sales  Manager   Sales  Agent  

Manager Groups •  Must be enabled by Salesforce •  Requires configuration •  Manager field on User record

Security •  Two Factor Authentication •  High assurance dashboards/apps •  Branded login page

Platform •  Sandboxes naming and storage •  Change Sets •  Edit Static Resources – JS, XML, CSS, txt –  Developer console only

More Information •  http://bit.ly/12EBxCs •  Release notes •  Feature videos •  Training

Q&A

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

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