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

Data.com 8

Site.com 12

Force.com Customization 53

Force.com Developer 51

~235Features/enhancements delivered in Spring ‘14

23Ideas 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

● 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

Available in all editions except Database.com Edition

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 Work.com and

add Recognition to the community

● 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

Sales Highlight: Repeating Tasks Enhancement

YOU CAN NOW DISABLE TERRITORY MANAGEMENT!

Sales Highlight Anti-Feature:

● 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 (1): Entitlement Horsepower

● 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

Service Highlight (2): Service Console ++

● Embed report charts in Visualforce pages with 1 line of code

Analytics Highlight (1): Report Charts in VF

● In a report with multiple groupings, sort each grouped level by a summary value appropriate for that level

Analytics Highlight (2): Flexible Sorting

● 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

Analytics Highlight (3): Dashboard Filters

● You can now use the IsFrozen field in User list views to create lists of frozen Users

Admin Highlight (1): IsFrozen in List Views

● 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 (2): View User Sessions

● 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

Admin Highlight (3): Multi Username Login Hints

Force.com 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__ccan now be written as:select location__c from building__c

● select Name, BillingStreet, BillingCity, BillingState, BillingPostalCode,BillingCountry, BillingLatitude, BillingLongitude from Accountcan now be written as:select BillingAddress from Account

Force.com 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

Force.com 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

Force.com 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