BrightGen's Summer 13 Salesforce Release Webinar
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Transcript of BrightGen's Summer 13 Salesforce Release Webinar
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 • [email protected] • 01376 520578 • @brightgen • facebook.com/BrightGen