Salesforce Spring 13 for Nonprofits
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Transcript of Salesforce Spring 13 for Nonprofits
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Salesforce Spring ’13 Release Overview
Jo Ann LewisPoints of Light
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Chatter UpdatesMore websites (mostly news sources) contain
previewsYou can Like a post via emailSearch within groups
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Chatter UpdatesPublic group posting for everyoneAbility to create view & create tasks directly
from chatter feeds
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Outlook Integration UpdatesNew Salesforce Outlook Side Panel
(previously in Beta) now generally available.The Salesforce for Outlook Side Panel lets
you view opportunities and activities, and associate emails to an opportunity, contact account etc right from Outlook.
Just click, and the Side Panel will take you right to the information you need in Salesforce, without signing in.
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Outlook Integration Updates
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Sales & Service CloudsSalesforce Touch now generally available (iPad)
Multiple Apps are now availableDashboards, Leads & Cases addedCustom VisualForce pages available
Quarterly Forecasting & Partner Opportunity Forecasting available
Knowledge Mobile introduced (Available in app Exchange)
Knowledge usage tracking for web & mobile self service sites
Workflow rules allowed on Account & Opportunity teamsAbility to add a single contact to a shared activity
returned
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Data.comMore D&B data addedFull D&B database of Global Accounts addedNew City Search
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Platform UpdatesUser Sharing rulesMulti-Select Picklist fields auto-size in edit
modeSmaller Chatter Messenger when minimizedSearch & access SharePoint data via Sunlight
SearchLogin links for new users work only onceRecord Type information now available as a
Cross-object Reference
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Platform UpdatesState and Country picklist on standard
address fields*Address field type coming soon*
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Help & Work.com UpdatesHelp has been updated. New site –
Help.Salesforce.comThe 4000 page success guide had been broken
into 14 downloadable guides that are role specific
5 Minute tutorial “Quick Starts” have been addedWork.com has added
CoachingOnboarding goalsPerformance summaries, plans & calibrationSkills profilesBadges & Trophy cases