Published on February 17, 2014
Spring ’14 Release The Developer’s Goodies Roy Gilad
Force.com Customization Enhancements
Force.com Customization Enhancements Summary Release Type Automatically visible to all users. No setup required. Data Import Wizard GA GA Launch Flows from Workflow Rules Pilot Business Logic and Process Automation Enhancements GA Debug Logs for Flow Triggers Pilot Permission Set Enhancements GA Security Login Enhancements GA Sharing Sets GA Lookup Filter Enhancements GA Field Sets GA Not automatically visible. Feature is available but requires some setup. P Feed-Based Page Layouts Automatically visible to all Admins. No setup required. Feature Contact salesforce.com to enable this feature. P P n/a n/a EE, PxE, UE, DE n/a EE, PxE, UE, DE, Database.com n/a n/a EE, PxE, UE, DE P P EE, PxE, UE, DE CM, Personal, GE, PE, EE, PxE, UE, DE P P n/a EE, PxE, UE, DE P n/a CM, Personal, GE, PE, EE, PxE, UE, DE P Salesforce License CM, Personal, GE, PE, EE, PxE, UE, DE P Salesforce Edition n/a EE, PxE, UE, DE, Database.com n/a EE, PxE, UE, DE, Database.com n/a
Force.com Customization Enhancements Summary Feature Release Type TEXT() Function Picklist Expanded Support GA Non-monthly Usage Based Entitlements GA Field History Data Retention GA User List View: Is Frozen Field GA Components Category in the Page Layout Editor GA Enhanced Lookups for Users Enhancements GA Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License EE, PxE, UE, DE, Database.com Pilot Enhanced Session ID Management for VF Not automatically visible. Feature is available but requires some setup. P GA Hide Standard and Custom Apps from the App Launcher Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. n/a EE, PxE, UE, DE, Database.com P P n/a EE, PxE, UE, DE, Database.com n/a CM, GE, PE, EE, PxE, UE, DE, Database.com n/a EE, PxE, UE, DE n/a P CM, GE, PE, EE, PxE, UE, DE, Database.com n/a P CM, GE, PE, EE, PxE, UE, DE, Database.com n/a Personal, GE., PE, PxE, UE, DE, Database.com n/a P P P
Force.com Customization Enhancements Summary Feature Enhanced Lookups for Opportunities Release Type GA 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. P REFERENCE: For a full list of Force.com features and enhancements, please see the release notes. Salesforce Edition Salesforce License Personal, GE., PE, PxE, UE, DE n/a
What is the Data Import Wizard? 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? (cont.) 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. NOTE: Review the Import Wizard comparison table to see a list of differences between the old and new wizards.
What are Feed-Based Page Layouts? 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. 4 1 Toggle between tabs to switch between the feed view and the detail view. 1 2 5 2 Create related records or tasks from the publisher. 3 Record feed shows activity on the record. 3 6 4 Custom buttons or links your Admin has added. Follow and see who else 5 is following the record. Choose which information 6 in the feed you see with filters.
What are the Enhancements to Workflow? 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. 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.
What are the Enhancements to Permission Sets? With Spring ‘14, you can now assign multiple users and revoke multiple user assignments from a permission set. 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.) Messages tell you which users were assigned and which ones weren’t Use existing list views or create new ones This is the same validation we do when assigning any permission set Feedback screen showing you the results of assigning users
What are the Additional Enhancements to Permission Sets? 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 Enhancements to Security? 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. REFERENCE: For a full list of the Spring ‘14 enhancements to security, please see the Release Notes.
What are the Enhancements to Sharing? 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. NOTE: This example grants your portal users access to users whose contacts are related to the accounts identified on the portal users’ managers records.
What are the Additional Force.com Customization Enhancements? 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? (cont.) 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.
Force.com Development Enhancements
Force.com Development Enhancements Summary Feature Release Type Partial Data Sandbox GA Sharing Sets Available in Change Sets GA Developer Console Enhancements GA Visualforce Remote Objects GA Canvas Apps Accessible from Salesforce1 GA Hide Publisher Header and Share Button GA Debugging in a Canvas App GA Using Events between a Canvas App and VF Page GA P P P Pilot Canvas Apps in the Publisher and Feed 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. P P P P P Add-on Product PE, EE, PxE, UE, Database.com n/a PE, EE, PxE, UE, Database.com n/a CM, GE, PE, EE, PxE, UE, DE n/a *GE, *PE, EE, PxE, UE, DE n/a *GE, *PE, EE, PxE, UE, DE n/a *GE, *PE, EE, PxE, UE, DE n/a *GE, *PE, EE, PxE, UE, DE n/a *GE, *PE, EE, PxE, UE, DE P Salesforce License EE, PxE, UE P Salesforce Edition n/a *Can only use the Oauth Access method unless profiles, page layouts, and the API have been enabled.
Force.com Development Enhancements Summary Feature Release Type Unified Deployment Monitoring Console GA Read Call in the Metadata API GA Place Order API Pilot Address and Geolocation Compound Fields in the SOAP and REST APIs Beta Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. P n/a n/a *PE, EE, PxE, UE, DE P Salesforce License PxE, UE, DE, Database.com P Salesforce Edition PxE, UE, DE, Database.com P P GA Allocate API Limit App Quotas Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. n/a UE, EE, DE, Database.com n/a UE, EE, DE, Database.com n/a * Requires add-on for API access. REFERENCE: For a full list of Force.com features and enhancements, please see the release notes.
What are the Enhancements to Sandbox? 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. Developer Developer Pro Partial Data Full Refresh Interval 1 Day 1 Day 5 Days 29 Days Includes Setup Configuration Yes Yes Yes Yes Copies Data Records No No Yes Yes Sandbox Templates/ Sampling No & No No & No Yes & Yes (10,000 records/object) Yes & No (Full Copy/ Object) None 5 10 15 200MB 1GB (~500K records) 5GB (2.5M records) Match production Bundled Developer Sandboxes Sandbox Size
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. Administrators and developers now have new ways to use change sets and external tools for deployments. – When running a deployment, the Deployment Status page shows you the real-time progress of your current deployment. – Sharing sets are now included in Change Sets. – After all components have been deployed without errors, Apex tests will start executing, if required or enabled. – 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. Function Shortcut Search CTRL+F Find Next CTRL+G Find Previous CTRL+SHIFT+G Replace CTRL+SHIFT+F Replace All CTRL+SHIFT+R Change the API version of an entity directly from the Developer Console’s Source Code Editor. 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.
What are the Enhancements to Force.com Canvas? With Spring ‘14, Force.com Canvas enables you to expose your canvas apps as publisher actions.
What are the Enhancements to Force.com Canvas? (cont.) 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. Click the link to expand or collapse the Canvas App in the feed. The Canvas App will expand directly inside the Chatter Feed
What are the Enhancements to Force.com Canvas? (cont.) 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. Clicking the publis will bring up the Can App in the publish (including the Chat lifecycle events) Canvas Quick Actions on the Publisher Global Layout will appear in the Salesforce One Publisher
What are the Enhancements to Force.com Canvas? (cont.) 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. REFERENCE: For a full list of changed objects and fields associated with the enhancements to Force.com Canvas, please see the Release Notes.
What are the Enhancements to Apex Code? 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 API Enhancements? 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! Real-time deployment tracking with error messages Cancel a failing deploy to fix the issue Set It and Forget It Launch multiple deployments at the same time Streamlined Steps
What are the API Enhancements? (cont.) Detailed history for every deployment, including error messages Highlights long running apex tests to help improve deployment time
What are the API Enhancements? (cont.) 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 noncritical 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. 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.
Site.com Enhancements Summary Feature Automatically visible Release Type to all users. No setup required. Page Level Queries GA Widget Enhancements GA Custom Property Types Site.com Versioning Site.com Metadata API New Ways to Export Assets Improved Page Editing for Contributors GA GA GA Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License P Personal, GE, PE, PxE, UE, DE, Database.com n/a P Personal, GE, PE, PxE, UE, DE, Database.com n/a P Personal, GE, PE, PxE, UE, DE, Database.com n/a P Personal, GE, PE, PxE, UE, DE, Database.com n/a P Personal, GE, PE, PxE, UE, DE, Database.com n/a Personal, GE, PE, PxE, UE, DE, Database.com n/a Personal, GE, PE, PxE, UE, DE, Database.com n/a P GA GA Automatically visible to all Admins. No setup required. P
Site.com Enhancements Summary (cont.) Feature Automatically visible Release Type to all users. No setup required. Contributors can add Page Elements GA Live Mode Updates GA Clickjack Protection GA 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. Salesforce Edition Salesforce License P Personal, GE, PE, PxE, UE, DE, Database.com n/a P Personal, GE, PE, PxE, UE, DE, Database.com n/a Personal, GE, PE, PxE, UE, DE, Database.com n/a P For a full list of Site.com features and enhancements, please see the release notes.
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. New custom property types let you create widgets that are even more versatile and have you flexibility over how your widgets are reused. 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. As a contributor, you can now add page elements to any editable areas of a page. Contributors can see a Page Elements menu from where he/she can drag drop components onto the 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
What are the Enhancements to Site.com? (cont.) 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. 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.
What are the Additional Enhancements to Site.com? 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.
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