Salesforce Spring '14 Release Highlights via @hammnick

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Information about Salesforce Spring '14 Release Highlights via @hammnick

Published on February 14, 2014

Author: NickHamm



Highlights from the Salesforce Spring '14 release from Salesforce MVP Nick Hamm (@hammnick). Presented at the Louisville Salesforce User Group on 2/13/2014.

Salesforce Spring ‘14 Release Highlights Nick Hamm, Appirio @hammnick

AREA ~# ENHANCEMENTS General Enhancements 6 Mobile 12 Chatter 18 Communities 7 Sales 20 Service 36 Analytics 12 8 12 Customization 53 Developer 51 ~235 Features/enhancements delivered in Spring ‘14

23 Ideas implemented from the IdeaExchange!

Idea Highlight: Sales Orders ● Manually enabled for existing orgs ● Orders follow sharing model of the associated Account ● Standard profiles are automatically assigned permissions when Orders are activated ● If you have external users assigned to standard profiles, you may want to assign them to new custom profiles before enabling Orders to avoid inadvertent data exposure ● The Reduction Order feature allows you to create a special type of Order for processing returns, de-provisions, etc.

General Enhancement Highlight: File Storage ● File storage per paid user license increased from 612MB to 2GB ● File storage includes file in attachments, the Documents tab, the Files tab, the File field, Chatter (including user photos), and Site. com assets. ● This does not affect data storage (e.g. Account, Contact, Opportunity, etc)

Mobile Highlight (1): Salesforce1 Available in all editions except Edition ● Salesforce1 is available on AppStore, Google Play, or via supported device browsers (no install required) ● Salesforce1 replaces Salesforce Touch and Chatter Mobile but Chatter Mobile for Blackberry is not upgrading to S1 ● This is the new way to access Salesforce via mobile devices ● Communities are available in Salesforce1 as of Spring ‘14 ● You can now customize appearance of the Salesforce1 app to match your company’s branding ● You can now view embedded report charts on detail pages

Mobile Highlight (2): SalesforceA ● Great tool for managing users while on the go ● SalesforceA is available on AppStore, Google Play, or via supported device browsers (no install required) ● Submit Ideas for what you’d like to see next!

Chatter Highlight: Topics ● ● ● ● ● ● Use Topics to organize Chatter posts and records Effectively replaces public tags for records Topic matches appear in global search Topic detail pages list knowledgeable people You can endorse people for Topics Administrators must enable Topics for objects

Communities Highlight: Badges ● Show appreciation for users in your community ● Users in your communities can give, receive, and create badges without any additional licenses ● Any member in a community can grant a badge to another member of the community ● Administrators must enable Thanks settings in and add Recognition to the community

Sales Highlight: Repeating Tasks Enhancement ● Adds ability to create Task recurrence after a preceding Tasks Due Date OR after that Task has been completed ● Streamlines recurring Task workflows ● Use this option when Tasks do not need to be completed on a specific day


Service Highlight (1): Entitlement Horsepower ● Create business logic dynamically to calculate milestone start times ● Use any aspect of a Case as a variable for triggering milestone timing ● Requires implementing the MilestoneTriggerTimeCalculator Apex interface with a custom Apex class ● Model more complex SLAs with business hours on milestones and entitlement processes ● Business hours can change with the severity of a Case

Service Highlight (2): Service Console ++ ● Multi-monitor support for the Service Console - pop out portions of the console and move them around ● Multi-components for the console let you customize the sidebars, footers, and highlight panels of console using Visualforce, Canvas, or lookup fields

Analytics Highlight (1): Report Charts in VF ● Embed report charts in Visualforce pages with 1 line of code

Analytics Highlight (2): Flexible Sorting ● In a report with multiple groupings, sort each grouped level by a summary value appropriate for that level

Analytics Highlight (3): Dashboard Filters ● If you have a common set of filter values you use frequently, save them a named value you can reuse across Dashboards ● Increase the utility of Dashboards without editing underlying reports

Admin Highlight (1): IsFrozen in List Views ● You can now use the IsFrozen field in User list views to create lists of frozen Users

Admin Highlight (2): View User Sessions ● You can now view a list of active user sessions and end sessions if necessary ● Access via Security Controls -> Session Management ● If you end a user’s session they must log in again before continuing to use Salesforce

Admin Highlight (3): Multi Username Login Hints ● When you have logged into multiple Salesforce organizations and checked “Remember User Name”, you will be able to select a past successful username to login with ● This includes communities and orgs using My Domain ● This feature is enable by default starting in March 2014 ● Access via Security Controls -> Session Management to change settings for your organization Highlight (1): Compound Locations (beta) ● Geolocation and address fields can now be retrieved through SOAP and REST APIs in a much more simple way ● select location_latitude__s, location_longitude__s from building__c can now be written as: select location__c from building__c ● select Name, BillingStreet, BillingCity, BillingState, BillingPostalCode,BillingCountry, BillingLatitude, BillingLongitude from Account can now be written as: select BillingAddress from Account Highlight (2): New Deployments UI ● ● ● ● ● New UI to view real-time status of deployments in progress Will also show pending and deployments from last 30 days You can drill into deployment errors to investigate You can cancel deployments! Setup -> Deployment Status Highlight (3): Canvas Apps in Feed ● Now generally available: Expose your canvas apps as publisher actions and as feed items ● Interact with external applications within Chatter ● Developers have complete control over behavior since it is served from the Canvas app Highlight (4): Chatter in Apex ● ConnectApi classes expose Chatter data in a much simpler way ● Data is localized and structured for display ● Instead of making many calls to access and assemble a feed, you can do it with a single call ● This feature provides methods that make working with Chatter data in Apex much more efficient ● If you are integrating Chatter into 3rd party or mobile apps, you should still use the Chatter REST API

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