Salesforce Spring '14 Release Overview Deck

Spring ’14 Release

Overview Deck V14

Success – Release Readiness

https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001oku

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Spring ‘14 Release Milestones

Sandbox Preview Instructions

Release Types

General Enhancements

Mobile

Salesforce Chatter

Communities

Sales Cloud

Data.com

Service Cloud

Analytics

Marketing Cloud

Force.com Customization

Force.com Development

Agenda

Spring ‘14 Release Milestones

Staggered Release (R1)

Friday, 3/7(NA6, NA7, NA8, NA9, NA13)

Pre-Release

Available Externally

Thursday, 12/19


Saturday, 2/14(NA1)

Release Training

Available

Friday, 1/31Sandbox Available

Friday, 2/7(CS3, CS4, CS7, CS9, CS11, CS12, CS13, CS14,

CS15, CS17, CS19, CS20, CS30, CS32)

December January February

Sandbox Available

Saturday, 2/8(CS5, SR1, SR2) Preview Docs Available

Wednesday, 1/8


Friday, 3/14(EU0, EU1, EU2, EU3, NA0, NA2,

NA3, NA4, NA5, NA10, NA11, NA12,

NA14, NA15, NA16)

& Saturday, 3/15(AP0, AP1, CS1, CS2, CS6, CS8,

CS10, CS16, CS18, CS33)

ROD Available

Friday, 1/3

Website & Community

Release Update

Wednesday, 1/8

March

Decide by January 3rd if you would like to participate in the Spring ‘14

Sandbox Preview

– If you have a full Sandbox, be mindful of the 29-day refresh policy

and plan accordingly.

Determine your Sandbox instance

– Setup | Deploy | Sandboxes

Sandbox Preview

DEFINITION: Force.com Sandbox customers are able to get early access to Spring ‘14 features

to test new customizations and features before your production organization is upgraded.

Sandbox Preview (cont.)

Determine which action to take

Determine any AppExchange Preview actions

Understand the Preview Refresh schedule

NOTE: The January 3, 2014 deadline is to ensure that all requested refreshes are

complete by February 7th, 2014. If you have a large Sandbox, please keep in mind

how much time it takes to complete your Sandbox refresh to ensure your copy is

completed by February 7th, 2014.

Definitions of Release Types

Pilot: New feature or function available

by invitation-only to a limited set of

customers. The purpose is to gather

feedback and data on product

functionality, scalability, performance and

usability, which will influence the direction,

continued development, or roll out of the

feature.

Beta: Minimum customer feature set

made available to a set of customers on

an opt-in basis, to gain early adoption and

minor feedback on product that the team

will be making minor, known

enhancements to in order for product to

meet marketable feature set. Must go GA

within two releases.

GA: Marketable feature set ready for all

customer production use and all

functional, quality and performance

requirements are complete.

Developer Preview: Provide early testing

opportunities to Developer Edition orgs on

upcoming developer technologies. The

purpose is to solicit feedback for features

that are not ready for a production

release (Pilot, Beta, or GA). The

Developer Preview is not backwards

compatible.

General Enhancements

What are the General Enhancements to Salesforce?

Topics for objects allow users to add topics to

records to organize them and does not require Chatter

to be enabled.

– Setup | Customize | Topics | Topics for Objects

Use Topics to filter your list views.

Changes to how Salesforce works with browsers

include:

– Salesforce now supports Microsoft Internet

Explorer v. 11

– Salesforce no longer supports Google Chrome

Frame (starting January 14, 2014)

We updated some terminology, including tab and

field names for our Finnish, Russian, Thai, Traditional

Chinese, Czech, Hungarian, Romanian, and Turkish

language users.

Enhanced Lookups is now available for

Opportunities.

Salesforce now automatically performs an enhanced

lookup search when users edit a record and don’t

click the lookup icon, if the object supports enhanced

lookups. The record is then automatically saved.

File storage per user license has increased for most Salesforce editions.

What are the General Enhancements to Salesforce? (cont.)

Salesforce Edition Data Storage Min Per

Organization

File Storage

Min Per

Organization

Data Storage

Allocation Per

User License

File Storage

Allocation Per

User License

Performance

Edition

1GB, plus 5MB for each Gold

Partner License

11GB 120MB 2GB

Unlimited Edition 1GB, plus 5MB for each Gold

Partner License

11GB 120MB 2GB

Enterprise Edition 1GB, plus 5MB for each Gold

Partner License

11GB 20MB 2GB

Professional

Edition

1GB 11GB 20MB 2GB

Group Edition 1GB 11GB 20MB 2GB

Contact Manager

Edition

1GB 11GB 20MB 2GB

Developer Edition 5MB 20MB N/A N/A

Personal Edition 20MB (approximately 10,000

records)

20MB N/A N/A

General Enhancements Summary

FeatureRelease

Type

Automatically visible to all users. No setup

required.

Automaticallyvisible to all Admins. No

setup required.

Not automaticallyvisible. Feature

is available but requires some setup.

Contactsalesforce.comto enable this

feature.

Salesforce EditionSalesforce

License

Topics for Objects GA PPersonal, CM, GE, PE,

EE, PxE, UE, DE n/a

Browser Enhancements GA PPersonal, CM, GE, PE,

EE, PxE, UE, DE n/a

Updates to Translated Terminology

GA PPersonal, CM, GE, PE,

EE, PxE, UE, DE n/a

File Storage Per User License Increase


EE, PxE, UE, DE n/a

Enhanced Lookups on Opportunities


EE, PxE, UE, DE n/a

Auto-saving of Records supports Enhanced Lookup Searches


EE, PxE, UE, DE n/a

For a full list of General Enhancements, please

see the release notes.

Mobile Enhancements

Create custom Publisher actions to take action from anywhere

Receive notifications for posts and approvals that need your

attention

Access your custom list views

View a brand new user interface for records, people, and

groups.

Choose from a variety of mobile-optimized AppExchange apps

to install.

Access all your custom objects and apps through the

navigation menu.

Bring Visualforce pages and components into the navigation

menu and onto records.

What is Salesforce1?

Salesforce1 is a brand new way to experience Salesforce from any device

and brings all your Chatter, CRM, custom apps, and business processes

together in a unified, modern experience for any Salesforce user.

REFERENCE: For a full list of Salesforce1 mobile

requirements, please see Help & Training.

https://help.salesforce.com/HTViewHelpDoc?id=sf1_requirements.htm

With Spring ‘14, you can now enable Communities in Salesforce1.

Users can switch between communities and internal organizations on

Salesforce1 with just a tap on the Community Switcher.

– Enable Salesforce1 to view the community associated with your

organization.

Chatter is divided into three menu options for:

– Feeds

– People

– Groups

Search is scoped by community and returns only items from the current

community.

The following areas of the app can be branded per community:

– Login page

– Splash page

– Publisher

What are the Salesforce1 Enhancements to Communities?

Community

switcher

Search the

community

Community

tabset

NOTE: The iOS and Android clients for Salesforce1 will provide

internal Communities support in the Summer ‘14 release.

Today, a default app available with Salesforce1, works with all iPhones,

iPads, and Android smart phones and allows you to integrate your calendar

into the app.

What are the Enhancements to Today?

1

2 Event cards now show the names of up to four invitees.

2

Events that occurred earlier in the day are now collapsed on the

event list. Tap to show earlier events.

1

What are the Enhancements to Today? (cont.)

3

Quickly let people know

you’re running late to a

meeting or won’t be able

to make it.

Invites and meeting

organizers are matched

with Salesforce user

records, as well as to

contacts or person

accounts.

4

Spring ‘14 introduces Twitter integration with Salesforce1, so you

can connect and see your customer’s Twitter profile on the go.

Use the Twitter card to search for a corresponding Twitter user

and select the desired user to be linked to the contact.

View a customer’s Twitter photo, bio, and people in common.

What are the Enhancements to Social Accounts and Contacts?

Twitter Profile

including Photo,

Bio, Location,

URL and Last

Tweet timePeople in

Common: Tap

one to view

their Twitter

profile

NOTE: To use this feature, an Administrator will need to

add the new Twitter component on the desired Lead,

Contact, Account, or Person Account page layouts.

SalesforceA is a mobile app designed specifically for Salesforce

administrators. Use it to perform essential user management

tasks directly from your mobile device.

What is SalesforceA?1

2

3

4

5

6

7

1

2

3

4

5

6

7

Tap Frozen users or Locked Out Users to open a list of

frozen or locked out users.

Tap to search for users in your organization.

Tap to open a list of the users you most recently accessed.

View the date, time, and type of the next scheduled

maintenance.

Verify your username, organization name, and type of

organization you’re logged into.

Tap Release Notes to view the latest release notes in

HTML format.

Tap to take a short survey.

Salesforce Touch has been replaced by Salesforce1.

Chatter Mobile for iOS and Android have evolved into Salesforce1.

Salesforce1 for iOS and Android devices as well as Chatter Mobile for BlackBerry are now ConnectedApps,

providing greater control to organization administrators.

What are the Additional Mobile Enhancements?

Mobile Enhancements Summary

REFERENCE: For a full list of Mobile features and

enhancements, please see the release notes.

FeatureRelease

Type

Automaticallyvisible to all users. No setup required.

Automatically visible to all Admins. No setup required.



Contactsalesforce.com to

enable this feature.Salesforce Edition

SalesforceLicense

Salesforce1 GA PCM, GE, PE, EE,

PxE, UE, DEn/a

Communities on

Salesforce1GA P EE, PxE, UE, DE

Communities Licenses

SalesforceA GA PCM, GE, PE, EE,

PxE, UE, DEn/a

Today GA PCM, GE, PE, EE,

PxE, UE, DEn/a

Social Accounts and

Contacts – Twitter

Integration with

Salesforce1

GA P GE, PE, PxE, UE, DE n/a

Salesforce Touch Upgraded to Salesforce1

GA PCM, GE, PE, EE,

PxE, UE, DEn/a

Chatter Mobile for BB

now a Connected AppGA P

CM, GE, PE, EE, PxE, UE, DE

n/a

Salesforce Chatter Enhancements

Salesforce Files Sync

Topics Enhancements

Chatter Group Enhancements

Additional Chatter Enhancements

What are the Enhancements to Salesforce Chatter?

Salesforce Files Sync (Pilot) makes file management, syncing, sharing, and versioning easier than ever.

Setup | Customize | Chatter | Settings | Edit | Allow File Sync.

File storage allocations have been increased to support Salesforce Files Sync. See the General Enhancements

for a full list.

What is Salesforce Files Sync?

Easily sync files

across all devices

Easily share files

into Chatter

groups or records.

Easily work with

colleagues to

iterate and

improve content.

OFF-CYCLE RELEASE: Salesforce Files Sync will be available as a pilot feature

with the Spring ‘14 release. It will change to a Generally Available feature outside

of the regular release schedule. See the release blog for specific dates.

A synced file will appear everywhere, across all devices.

What is Salesforce Files Sync? (cont.)

NOTE: Download and install the Salesforce Files client so you can sync files

between your desktop, Chatter, and mobile devices.

Synced files can be shared into business context with a few tabs or clicks.


Salesforce

records!

Chatter Groups

and Users!

Share right

from the

desktop!

Work with your colleagues to collaborate on synced files.


Your colleagues get to

work!

@mention colleagues

and ask them to work on

files.

You can see the

entire version

history.

Topics in Global Search Auto-Complete enables users to quickly jump to Topic Pages by typing topic names in

the global search header. In addition to the traditional “My Recent Items” results, users will now also see a sub-item

“Topics” which will match against all Topics in the system.

What are the Enhancements to Topics?

Matching to “Interworld” even

though user has never visited this

page before

With Topics for Objects, Administrators now have the ability to enable specific objects for Topic assignments,

eliminating the concept of “Public Tags” and replacing it with a Topic Editor Component on record detail pages.

What are the Enhancements to Topics? (cont.)

OpportunityEnable topics for Opportunities

Topic Suggestions: Opportunities

Click Topics to edit

existing topics;

remove existing topics

or add new ones.

Once you’ve added topics to records, create list views to organize your records by Topic.


Topic suggestion technology can be extended to the field level of a record. This is particularly useful when

enabling topics for objects on a custom object.



DEFINITION: Knowledgeable People and Endorsements allow

users to discover who is knowledgeable about any particular topic.

A new Knowledgeable

People widget

surfaces people on

Topic Pages who are

identified/endorsed as

knowledgeable.

Users can endorse one another as

knowledgeable on topics. Peer

endorsements are weighted the

heaviest when determining who is

knowledgeable on a topic.

Users can hide

themselves if they do

not wish to be listed as

knowledgeable.

Chatter Group

Announcements, also

called sticky notes, let

Group Managers and

Owners highlight a

persistent

announcement in the

Chatter group.

What are the Enhancements to Chatter Groups?

NOTE: Announcements are shown at the top of the group feed in Salesforce1, and on

the left side of the group in Salesforce, and expire at 11:59 pm for whatever the orgs

time zone is.

Customize information and layouts for Groups with the new Groups node within the Setup menu.

With the addition of Chatter Group Announcements, two new Publisher Actions have been created.

– The New Group action is a global action that can be added to the global publisher layout, the group publisher

layout, and the publisher layout for any object.

– The New Group Member action is an object-specific action (for groups only) available by default in the list of

actions on the page layout editor for group layouts.

What are the Enhancements to Chatter Groups? (cont.)

Archived groups don’t count toward your group membership limit. For example, if you're a member of 100

groups, of which 10 are archived, you can request to join 10 more groups.

With Email to Groups, group members can now post to a Chatter group directly from an email.

What are the Additional Enhancements to Chatter?

CUSTOMER IDEA: Email to Groups was submitted by

a customer via the Idea Exchange.

With Custom Branding on Emails, you can now display sender information, footer text, and footer logos, all

personalized to your organization.

Spring ‘14 brings a number of enhancements to Chatter Connect, including:

– A new query parameter to filter out all feed items prior to a given date/time, allowing for smaller responses.

– Support for searching and retrieval of record details for custom objects and supported standard objects.

What are the Additional Enhancements to Chatter? (cont.)

Default Sender

from name and

email address.

Default footer

and logo.

Custom sender

name and

email address

Custom footer

and logo

CUSTOMER IDEA: Custom Branding on Emails was submitted by

a customer via the Idea Exchange.

Salesforce Chatter Enhancements Summary

FeatureRelease

Type


required.


setup required.




feature.


License

Salesforce Files Sync Pilot P EE, PxE, UE n/a

Topics in Global Search Auto-Complete

GA PCM, GE, PE, EE, PxE,

UE, DEn/a

Topics for Objects GA PCM, GE, PE, EE, PxE,

UE, DEn/a

Knowledgeable People GA PCM, GE, PE, EE, PxE,

UE, DEChatter Plus or

Higher

Endorsements GA PCM, GE, PE, EE, PxE,

UE, DEChatter Plus or

Higher

Chatter Group Announcements

GA PPersonal, GE, PE, PxE,

UE, DEn/a

Groups Layout GA PPersonal, GE, PE, PxE,

UE, DEn/a

Group Publisher Actions GA PPersonal, GE, PE, PxE,

UE, DEn/a

Salesforce Chatter Enhancements Summary

FeatureRelease

Type


required.


setup required.




feature.


License

Email to Groups GA PCM, GE, PE, EE, PxE,

UE, DEn/a

Custom Branding on Chatter Email Notifications

GA PCM, GE, PE, EE, PxE,UE, DE, Database.com

n/a

Chatter Connect Enhancements

GA PPE, GE, EE, PxE, UE,

DEn/a

For a full list of Salesforce Chatter features and


Communities Enhancements

What are the Enhancements to Communities?

Moderation Enhancements

Salesforce1 Support for Communities

Private Messages in Communities

Knowledgeable People

Badging with Work.com

Additional Communities Enhancements

What are the Enhancements to Community Moderation?

File detail

page

Spring ‘14 makes it even easier to moderate your communities:

Community members can now flag posts, comments, or files that they find inappropriate.

Set up triggers to automatically flag posts, comments, or files that meet certain defined criteria.

Audit Trails, made available via the NetworkActivityAudit object, track when:

- A post, comment, or file is flagged.

- A flag on a post, comment, or file is removed

- All flags on a post or comment are removed

- A post, comment of file is deleted

Community moderators can now use custom report types to view an audit trail within their community.

The admin can create a trigger to automatically flag a post, comment, or a file; only moderators can see items

flagged through a trigger

What are the Enhancements to Community Moderation? (cont.)

With Spring ‘14, you can now enable Communities in Salesforce1.

Users can switch between communities and internal organizations on

Salesforce1 with just a tap on the Community Switcher.

Chatter is divided into three menu options for:

– Feeds

– People

– Groups

Search is scoped by community and returns only items from the current

community.

The following areas of the app can be branded per community:

– Login page

– Splash page

– Publisher

What are the Salesforce1 Enhancements to Communities?

Community

switcher

Search the

community

Community

tabset

NOTE: You can enable Salesforce1 to view the community

associated with your organization.

DEFINITION: Salesforce1 is an enterprise-class mobile app that gives you

real-time access to the same information within your organization.

Users can now send secure Private Chatter messages to other community members.

– Default off is enabled from the Miscellaneous tab in Setup.

– Private conversations can include up to 10 people.

• No one can be added or removed from the conversation after the first message.

– Messages can be sent:

• From the member’s profile

• From the Messages link on the Chatter tab

• By hovering over a member’s name or picture and selecting Send a Message

What are the Messaging Enhancements to Communities?

NOTE: Within the Salesforce user interface, a user must log into a community

to initiate a Chatter message to another community member.

What is Knowledgeable People?

DEFINITION: Knowledgeable People and Endorsements allow

users to discover who is knowledgeable about any particular topic.

A new Knowledgeable

People widget

surfaces people on

Topic Pages who are

identified/endorsed as

knowledgeable.

Users can endorse one another as

knowledgeable on topics. Peer

endorsements are weighted the

heaviest when determining who is

knowledgeable on a topic.

Users can hide

themselves if they do

not wish to be listed as

knowledgeable.

In Spring ‘14, community

members can now give and

receive badges and

recognition in Communities

across their network of

employees, customers,

partners, suppliers and

distributors.

While Badging in Communities

leverages the same technology

from Work.com, separate

Work.com licenses are not

required.

What are the Enhancements to Badging in Communities?

New

Recognition

tab

Badges Given

or Received

List of

badges

DEFINITION: Work.com is a social performance-management tool that

helps managers and teams learn faster and perform better.

With Spring ‘14, Object permissions for contracts have been added to standard profiles.

– External users assigned to standard profiles may have access to your organization’s contracts

External users with Customer Community or HighVolume Portal User licenses can now access the Account tab

(read-only) and Contact tab (read/edit) in a community.

Login Settings for Community users are now managed on the community detail page.

Internal users can now use the new Internal Only Filter on a record feed to show only posts to their internal

Salesforce organization.

Orders are now available in Communities, giving community members the ability to track a new or completed

order.

What are the Additional Enhancements to Communities?

Communities Enhancements Summary

FeatureRelease

Type

Automaticallyvisible to all

users. No setup required.


setup required.

Not automatically

visible. Feature is available but requires some setup.


enable this feature.

SalesforceEdition

SalesforceLicense

Community Moderation Enhancements

GA P EE, PxE, UE, DECommunities

Licenses

Communities on Salesforce1 GA P EE, PxE, UE, DECommunities

Licenses

Private Messages GA P EE, PxE, UE, DECommunities

Licenses

Knowledgeable People GA P EE, PxE, UE, DECommunities Licenses & Work.com

Badging in Communities GA P EE, PxE, UE, DE*Work.com & Communities

Licenses

Object Permissions for

Contracts and CommunitiesGA P

PE, EE, PxE, UE, DE


Additional Communities

EnhancementsGA P

PE, EE, PxE, UE, DE


Orders and Communities GA P EE, PxE, UE, DECommunities

Licenses

For a full list of Communities features and enhancements, please

see the release notes.

Sales CloudEnhancements

Forecasting Enhancements

Salesforce for Outlook Enhancements

Social Accounts and Contacts Enhancements

Salesforce Orders

Territory Management Enhancements

Activities Enhancements

Salesforce Console for Sales Enhancements

What are the Enhancements to Sales Cloud?

With Winter ‘14 we introduced Revenue Splits. New in Spring ‘14, when approaching sales from a team selling

perspective, organizations can now include revenue from overlay splits in the Forecast (Pilot).

What are the Enhancements to Forecasts?

Overlay Forecast

view

Split % and

Forecasted

Amount based on

Opportunity Split

NOTE: To be considered for this Pilot program, please

contact your salesforce.com representative.

You can now choose and have up to four separate forecast types enabled in your organization simultaneously.

To add an additional forecast type to your organization, simply configure the new type in Forecast Settings.

What are the Enhancements to Forecasts? (cont.)

Forecast Users can

toggle between available

Forecast Types

Each Forecast

Type can have its

own Quotas and

Adjustments

The Collaborative Forecasts Settings page has been redesigned and divided into two separate pages to

accommodate configuring multiple forecast types.

What are the Enhancements to Forecasts? (cont.)

Add/edit

Forecast

Types

Enable

Forecast

Adjustments

Configure the

Forecast Period

and default

display

Show

Quotas

For each Forecast Type,

configure the Forecast

Measurement and fields to

display in the Opportunity

List

A new filter, “My Direct Reports” is now available for managers to select when viewing custom reports on

Forecasting Item, Forecasting Quota, and Forecasting Adjustment.

The Forecast Type field of forecasting items or forecasting quotas is now available by default in reports.

What are the Additional Enhancements to Forecasts? (cont.)

With Spring ‘14, customers can now choose to create a split type on custom currency fields on opportunities

(Pilot).

What are the Enhancements to Opportunity Splits?

Spring ‘14 makes it even easier for users to manage their opportunity splits, and teams. Now, when users add a

person to an Opportunity Split, they are automatically added to the Opportunity Team.

Topics functionality is now extended to Opportunities, making it easy for users to tag Opportunities and see

knowledge people on these topics.

What are the Enhancements to Opportunity Splits? (cont.)

Salesforce for Outlook users can now create a new case from an email in the side panel.

What are the Enhancements to Salesforce for Outlook?

Users will be able

to modify fields on

the case as they

create the case

All global actions

related to

creating a case

will appear when

the user clicks

the “+” in the

side panel.

NOTE: Users need Internet Explorer 9 or 10 to use this feature.

A new yellow warning dialog now appears in the side panel when a new version of Salesforce for Outlook is

available.

Admins are now able to view and download a list of all Salesforce for Outlook users and see what version they

are currently using.

What are the Enhancements to Salesforce for Outlook? (cont.)

NOTE: The yellow warning dialog obeys the administrators

setting for notifying users of new versions.

Spring ‘14 introduces Twitter integration with Salesforce1, so you

can connect and see your customer’s Twitter profile on the go.

Use the Twitter card to search for a corresponding Twitter user

and select the desired user to be linked to the contact.

View a customer’s Twitter photo, bio, and people in common.

What are the Enhancements to Social Accounts and Contacts?

Twitter Profile

including Photo,

Bio, Location,

URL and Last

Tweet timePeople in

Common: Tap

one to view

their Twitter

profile

NOTE: To use this feature, an Administrator will need to

add the new Twitter component on the desired Lead,

Contact, Account, or Person Account page layouts.

What are Salesforce Orders?

DEFINITION: Salesforce Orders are entered for closed deals using the Product details

from the Opportunity or a Quote or from an external e-commerce system. Sales Reps

can review the status of past and present orders, while service reps can provide details

about the status of current orders when interacting with the customer.

Oppty. Quote

Contract

Order

ServiceEntitlement

Asset

Order

Product

Sales Cloud Service Cloud

Order

FulfillmentFinancials

Back-End Systems

Billing

Case

Salesforce Orders can be enabled and configured via Setup | Customize | Orders | Settings

What are Salesforce Orders? (cont.)

Enable

OrdersOption to add

Orders Related

List when Orders

enabled

Preference to

enable Reduction

Orders

Preference to enable

Negative Quantities

on Order Products

NOTE: Orders are automatically enabled for new organizations.

Orders can be added as related lists on the Accounts and Contracts detail pages.


Orders

related list

on Contract

Create New

Order on

Contract

Orders related

list on Account Create New

Order on

Account


Track Order

Status

Add Order Products

using Products and

Price Books

Clone with or

without

Products

Chatter

Feed

enabled

Reduction orders are an agreement between

a company and a customer to process

product returns, de-provision services, or

reduce services that have been provisioned.


Ability to create

Reduction Orders

Select Products

to Reduce

Territory Management can now be disabled, allowing organizations to either use Customizable Forecasting

with Role Hierarchy, or migrate to the new Collaborative Forecasting.

Territory Planning (Pilot) enables organizations to create multiple territory models to simulate what a territory

would look like in the future for planning purposes.

With Territory Preview (Pilot), organizations can see what the planned territories would look like, including what

accounts are assigned to territories based on defined rules.

Enhanced User to Territory Assignment (Pilot), provides a search-based approach to enable assignment and

removal of multiple users from a particular territory.

What are the Enhancements to Territory Management?

NOTE: To be

considered for

this Pilot

program, please

contact your

salesforce.com

representative.

STOP: Disabling Territory Management can affect your reports and dashboards.

Salesforce1

– Doesn’t account for closed tasks in displaying subsequent pages of a list.

– Can’t display more than 2,000 tasks in a list.

Task lists can’t display overdue tasks when more than 1,000 overdue tasks exist.

If you have an open task to complete an order. Once that is completed, you want Salesforce to create a task for

the next day to call your client as a follow-up. With repeating tasks you can automatically create this new task

when you complete the activity to create the order.

– The next task in the series is created only when the current task is due or marked completed.

What are the Enhancements to Activities?

Sales Cloud Enhancements Summary

FeatureRelease

Type


required.


setup required.





SalesforceLicense

Overlay Forecasts Pilot P PxE, UE, EE, DE n/a

Multiple Forecast Types GA P PE, UE, PxE, EE, DE n/a

New Forecast Settings GA P PE, UE, PxE, EE, DE n/a

“My Direct Reports “ Reports

FilterGA P PE, UE, PxE, EE, DE n/a

Custom Split type Pilot P PxE, UE, DE Sales Cloud

Single add user GA P PE, EE, PxE, UE, DE Sales Cloud

Contextual Recommendations on Opportunity

GA PPE, EE,PxE, UE, DE,

Database.comSales Cloud

Create New Case From

EmailGA P PE, PxE, UE, DE,

Sales Cloud or

Developer

Updated Notification in the

Side PanelGA P PE, PxE, UE, DE

Sales Cloud or

Developer

Improved Notification of

current version and Log-in

History

GA P PE, PxE, UE, DESales Cloud or

Developer

Sales Cloud Enhancements Summary

FeatureRelease

Type


required.


setup required.





SalesforceLicense

Social Accounts and

Contacts – Twitter Integration

with Salesforce1GA P GE, PE, PxE, UE, DE n/a

Salesforce Orders GA P PE, EE, PxE, UE, DE n/a

Reduction Orders GA P EE, PxE, UE, DE n/a

Disable Territory

ManagementGA P EE, PxE, UE n/a

Territory Planning Pilot P EE, PxE, UE n/a

Territory Preview Pilot P EE, PxE, UE n/a

Activities Enhancements GA P PE, EE, PxE, UE, DE n/a

Repeat Tasks on a Flexible

ScheduleGA P PE, EE, PxE, UE, DE n/a

For a full list of Sales Cloud features and


Data.com Enhancements

Data.com Clean Enhancements

Data.com Prospector Enhancements

Additional Data.com Enhancements

What are the Enhancements to Data.com?

With Clean Auto-Overwrite, Administrators can set clean jobs to overwrite specific fields so that their Sales Reps

always have the most up to date information.

What are the Enhancements to Data.com Clean?

Field History Tracking

recommended for any

field that is set to

Overwrite.

Available for

Contacts, Leads,

and Accounts

What are the Enhancements to Data.com Clean? (cont.)

Available for Contacts, Leads,

and Accounts (D&B Company

cannot have a Skipped status).


Accounts, and D&B Company.


Accounts, and D&B Company.

Spring ‘14 gives Administrators the ability to

bypass records, worfkflow processes,

and triggers when clean jobs run,

eliminating extraneous processing and

validation rules.

Data.com Clean users can now choose to manually refresh company data to ensure they have the latest Dun &

Bradstreet Company information.

What are the Enhancements to Data.com Clean? (cont.)

Especially useful for

Prospector-only

customers, who don’t

have Clean jobs to

automate this process

NOTE: The Refresh button

must be added to D&B

Company layout.

With Spring ‘14, Add Flow allows users to proceed adding as many records as their credits allow for.

What are the Enhancements to Data.com Prospector?

Handles user balance, org

balance, and list pool.

As before, user is not charged

for duplicates (if their org

allows them). Therefore, actual

added records might be more

than their available credits.

NOTE: Administrators can view a summary of Data.com List user limits

in Setup | Data.com | Administration | Licenses & Limits.

With Export Flow, users can proceed

exporting as many records as their

credits allow for:

A green dot appears in search results

next to records already in Salesforce.

A blue checkmark appears in the

search results next to records that

were already purchased.

– Both green dot records and blue

checkmark records are considered

to be records your organization

already owns.

What are the Enhancements to Data.com Prospector? (cont.)

As before, user is not

charged for records that

their organization already

owns. Therefore, actual

exported records might

be more than their

available credits.

NOTE: Users with list pool

access will now ALWAYS

use their monthly credits first

when adding or exporting

records.

Users with a Data.com Premium Prospector or Data.com Premium Clean license will now see updated NAICS

codes with the most recent values from D&B.

Clean Job logs are now stored from 21 days instead of seven.

The Data.com Reports package has been expired from the AppExchange and replaced with several more

specific report packages.

Data.com API is now generally available to all customers, giving you more control over the contact, lead, and

account information that you need.

– The Search API allows developers to apply customized search criteria beyond what the Data.com tab supports

today, or customize application behavior with integrated Data.com search into everyday processes for creating

contacts, accounts, and leads.

– Using the Match API developers can customize the lead creation process with a trigger that does a match call

on insert, or develop custom logic around which records are matched and how often.

– D&B API allow developers to retrieve all premium D&B data fields on owned account records

What are the Additional Data.com Enhancements?

Data.com Enhancements Summary

FeatureRelease

Type

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.

Data.com Product

Clean Auto-Overwrite GA PPremium Prospector,

Premium Clean

Clean Bypass Workflow,

Triggers, & Skipped RecordsGA P

Corporate Clean, Premium

Clean

Clean D&B Company Manual

RefreshGA P


Clean

Prospector Add/Export Flow

EnhancementsGA P

Corporate Prospector,

Premium Prospector

Prospector Draw Monthly

Credits then List PoolGA P


Premium Prospector

Search API GA P


Premium Prospector

Match API GA P


Clean

Data.com Enhancements Summary

FeatureRelease

Type

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.

Data.com Product

D&B APIs GA PPremium Prospector,

Premium Clean

REFERENCE: For a full list of Data.com features

and enhancements, please see the release notes.

Service Cloud Enhancements

Case Feed Enhancements

Chatter Answers Enhancements

Salesforce Knowledge Enhancements

Search Enhancements

Live Agent Enhancements

Salesforce Console for Service Enhancements

Social Customer Service Enhancements

Additional Service Cloud Enhancements

What are the Enhancements to Service Cloud?

With Spring ‘14, you can now drag and drop files from your computer or Salesforce directly into an email

message in Case Feed.

What are the Enhancements to Case Feed?

What are the Enhancements to Case Feed? (cont.)

Add inline images to your email messages in Case

Feed to include pictures to enhance your text.

Resize the message pane in the Case Feed email

publisher to see more or less of the message you’re

writing or replying to. Click to upload

or link to the

image you

want

Click and drag to

change the size

of the message

pane

NOTE: You need to use the rich text editor in the email

publisher to embed images. You can’t embed images in

plain text messages.

Use Visualforce pages as custom components in Case Feed to give support agents easy access to special tools

or functionality while they’re working with cases.


Tips & Tricks: Components in the

right column are hidden when agents

view the Case Detail page, so use

the left column for any components

you want accessible all the time.

Email messages you write using the Case Feed Email action are now automatically associated with contacts,

making the Related Activity list on cases and the Activity History list on contacts more comprehensive and useful.


Add the Topics list to

your Case Feed layouts

to make it easy for support

agents to find relevant

troubleshooting information

quickly.

The Topics list shows

the topics that have been

added to items in the

feed for a case, or to the

case feed itself.

Agents can click on a

topic to see other

records or feed items

tagged with it.

Agents can add or

remove topics.


The Change Status action now includes the standard Status field on a case, meaning that things that rely

on the Status field, such as triggers or dependent picklists, will work as designed when an agent updates a

case’s status using the change Status action.

Two new feed filters, Attached Articles and Milestone Status have been added to make it easier to find specific

information in the feed quickly.

What are the Additional Enhancements to Case Feed?

Attached Articles shows feed

items related to articles

attached to the case the

agent is viewing

Milestone Status shows feed

items for changes to the

milestone on the case

Users can now add code samples to posts when the rich text editor is enabled in Chatter Answers and Ideas.

Copy a code sample from any text editor and click the button to open the Add a code sample text box.

What are the Enhancements to Chatter Answers and Ideas?

Knowledge One is now available as a widget you can plug in to the Salesforce Console for Service, and

allows you to:

Attach a knowledge article (draft or published) or an external source to the case in one click.

Share an article or external source as a URL.

Email an article or external source as a PDF.

Create and manage articles.

What are the Enhancements to Salesforce Knowledge?

Note: Knowledge One is a responsive component. It will adapt to

the size that is available to use the space in the best way

If the space available is

more than 500px,

component switch to full

mode

If the space available is

less than 500px,

component switch to

widget mode

The Knowledge One Widget is enabled through Setup | Customize | Cases | Page Layouts.

What are the Enhancements to Salesforce Knowledge? (cont.)

Disable the Knowledge

Sidebar on the Case Page

Layout/Layout Properties

1 If you are using

Case Feed, disable

“Use Case Feed

Articles Tool in the

console”

2

On Custom Console

Components, add

Knowledge One on the

sidebar that you prefer

3


Access Article,

My Draft,

External Objects

Create a new

article directly

from the widget

From the list, you can share

the article via PDF or URL,

and you can also run

workflow actions like edit,

publish

Enable the Knowledge One footer component so that sales reps can easily find articles and other sources to help

close deals and support agents can have one click access to the knowledge base.


Enable Knowledge One footer

component from Setup | Create |

App | our custom app, select

Knowledge One

Knowledge One footer will appear in

Console footer all the time. You can

also open as a new windows by one

click

Create reports by data category to find the top articles, contributors, linked articles, and more.


A new filter type is

available on Article Reports

to be able to filter on Data

Category Group

You can add multiple filters on

the same category and multiple

categories.

Report are then filtered.

All Article CRTs support

data category filtering

except Article Version

History

Spring ‘14 brings the ability to attach topics to an article to improve search quality. Suggested topics are

automatically provided.


From the Article view/details page, attach

topics to the article. Salesforce will suggest

topics based on content and previous

topics that were attached.

Once attached, Topics are searchable and

boost at the same as article title.

When searching in Salesforce Knowledge, the user will now get suggestions as they type for popular searches

done by others using the knowledge base that match what the user has entered into the search box. This feature is

only available via API in Spring ‘14.

What are the Enhancements to Search?

Previous search terms are available

as the agent types in the search box.

NOTE: If you wish to have Auto-suggest API turned on please

contact your Salesforce representative.

Salesforce Knowledge will help reduce the time-to-resolution of agents by automatically suggesting articles that

have been used to solve similar cases.

What are the Enhancements to Search? (cont.)

Suggested Articles relevant for

the current Case appear below

the Knowledge search box.

Promoted results for Salesforce Knowledge allow knowledge managers to set keyword triggers that will push a

particular knowledge article to the top of search results.

What are the Enhancements to Search? (cont.)

Link to Promoted

Article for the term

All promotions

visible at a glanceNew option

in setup

Route incoming chat requests that originate from a particular chat button directly to a specific agent using the

Deployment API and pre-chat forms.

You now have the option to reroute chat requests that have been declined by all agents back to agents who

are still available.

Chats that have been assigned to an agent can now be automatically accepted. Previously, agents had to

manually accept a chat that was assigned to them from the list of incoming chats.

Live Agent customers now have the ability to upload and transfer files to agents (Pilot) during a chat so they

can easily share important information without leaving the chat window.

What are the Enhancements to Live Agent?

The Supervisor tab is now available in the Salesforce Console for Service, giving your Live Agent supervisors

easy access to information about their agents’ activities without disrupting supervisors’ workflow.

What are the Enhancements to Live Agent? (cont).

What are the Additional Enhancements to Live Agent?

Agents can now attach related records to transcripts

as they chat with customers without breaking their

workflow.

Starting in Spring ‘14, the Related Entities panel in the

details tab is no longer available for new Live Agent

Customers. Existing customers will continue to have

access.

Use Visualforce to resize the chat input field and the

live chat transcript in the customer chat window to

make it easier for customers to chat with agents.

There are a few new fields you can include on live

chat transcript records to help provide more complete

information about the chats that occur within your

organization:

– Abandoned After

– Agent Maximum Response Time

– Chat Duration

– Visitor Maximum Response Time

– Wait Time

Additional live chat transcript events are available

to help you record the activity that occurs while your

agents chat with customers.

Several methods have been changed in Live Agent’s

Deployment API to let you route incoming chat

requests directly to agents.

With Spring ’14, Multi Monitor Components let you pop out the workspaces in the Console into their own window

to allow for easing viewing of a work list and work detail side by side across multiple screens.

What are the Enhancements to Salesforce Console?

Primary Console Window

Secondary Popped Out

Workspace Window

Multiple Workspaces

(Primary + Subtabs)Footer components, like

the CTI Panel, Notes, and

Knowledge can be popped

out into their own window.

NOTE: Any popped out items will close and lose their positions on

the screen when users log out of Salesforce, click Setup, or refresh

or close their browsers.

Multi Components allow several

components to live side by side in

the same sidebar region. Sidebar

styles are now available for

Administrators when they add

custom console components to

page layouts.

Components can be configured

to display in an accordion, tabs,

or stacked style.

What are the Enhancements to Salesforce Console? (cont.)

Stacked Tabs

Accordion

Several methods have been updated or added to support the enhancements to Salesforce Console.

You can now add lookup field components created for a Salesforce console to AppExchange

packages, allowing you to distribute lookup field components for console apps to other Salesforce

users and organizations outside of your company.

What are the Additional Enhancements to Salesforce Console?

Social Customer Service integrates the power of Radian6 with the Service Cloud, allowing you to respond to your

customers via social networks and capture important case information.

What is Social Customer Service?

Cases are now created from

managed Facebook pages.

Agents can see the content

they are replying to in the

social publisher

Users can reply to the social post

directly from the case feed

Your organization must have Radian6

set up with a data source to gather

Twitter tweets and direct messages and

Facebook posts.

What is Social Customer Service? (cont.)

Admins can see errors in the

setup menu, fix the errors, and

reprocess the inbound data

Social accounts a user no

longer has access to are

automatically deactivated and

separated from the active

accounts.

The Visible in Self-Service field on solutions has been renamed to Public because it applies to communities,

customer portals, and self-service portals.

Implement the Support.MilestoneTriggerTimeCalculator Apex interface with a custom Apex class to

dynamically calculate the time trigger for a milestone based on the milestone type, the properties of the case,

and case-related objects.

After the Summer ‘15 release, salesforce.com will no longer provide support for all versions of the Salesforce CTI

Toolkit.

What are the Additional Enhancements to Service Cloud?

Service Cloud Enhancements Summary

FeatureRelease

Type


required.


setup required.





SalesforceLicense

Support for Drag-and-Drop Attachments in the Case Feed Email Publisher

GA P EE, PxE, UE, DE n/a

Inline Images Now Supported in the Case Feed Email Publisher


Resizable Message Pane in the Case Feed Email Publisher


Add Custom Components to Case Feed


Automatically Associate Outgoing Emails with Contacts


Topics List Available as a Case Feed Sidebar Tool


Service Cloud Enhancements Summary (cont.)

FeatureRelease

Type


required.


setup required.





SalesforceLicense

New Ways to Filter Feed Items in Case Feed

GA P EE, PxE, UE, DEAt least 1

Knowledge license

Add Code Samples to Posts


Knowledge license

Knowledge One Widget GA P EE, PxE, UE, DEAt least 1

Knowledge license

Knowledge One Footer GA P EE, PxE, UE, DEAt least 1

Knowledge license

Filter Article Reports using Data Category


Knowledge license

Topics on Articles GA P EE, PxE, UE, DEAt least 1

Knowledge license

Auto-complete on Suggested Searches API

Pilot P EE, PxE, UE, DESalesforceKnowledge

*Available for an additional cost.


FeatureRelease

Type


required.


setup required.





SalesforceLicense

Auto-complete matchingon Article Titles API

Pilot P EE, PxE, UE, DESalesforceKnowledge

Suggested Articles for a

Case (improved)Beta P EE, PxE, UE, DE

Salesforce Knowledge

Promoted Results Pilot P EE, PxE, UE, DESalesforce Knowledge

Direct to Agent Chat Routing

GA P *EE, PxE, *UE, DE n/a

Chat Routing Enhancements


Transfer Files During a Chat

Pilot P *EE, PxE, *UE, DE n/a

Supervisor Tab Available in Salesforce Console




FeatureRelease

Type


required.


setup required.





SalesforceLicense

Changes to the Availabilityof the Related Entitles Panel


Improve the Customer Chat Window with Visualforce


New Live Chat Transcript Fields


New Live Chat Transcript Events


Live Agent Deployment API: Changed Methods



**Must have Social Hub license


FeatureRelease

Type


required.


setup required.





SalesforceLicense

Multi-Monitor Components GA P EE, PxE, UE, DE Service Cloud

Multi-Components GA P EE, PxE, UE, DE Service Cloud

Social Customer Service GA P** EE, PxE, UEService Cloud,

Marketing Cloud

Make SLAs Scalable with Dynamically Calculated Milestone Trigger Time


For a full list of Service Cloud features and


Salesforce Console for Service enhancements are available for:

Performance and Developer Editions with the Sales Cloud

Enterprise and Unlimited Editions with the Sales Cloud for an additional

cost

Analytics Enhancements

Reporting Enhancements

Historical Trending Enhancements

Dashboard Enhancements

Additional Analytics Enhancements

What are the Enhancements to Analytics?

With the Spring ‘14 release, users can now sort multiple levels of groupings in a report, each in its own way.

Previously, you had to create a tabular dashboard component to see this information.

What are the Enhancements to Reports?

Each Type

grouping is in

turn grouped

by Stage

When reading a report, users can now choose to have the header rows at the top or left of the report stay visible.

Users can also now export a report without the footer information that’s normally displayed when users export

a report to an Excel or .csv file.

What are the Enhancements to Reports? (cont.)

Show or hide floating

headers for Summary

and Matrix reports by

clicking on the

dropdown arrow

CUSTOMER IDEA: Floating

Headers and exported reports

without footers were submitted by a

customer via the Idea Exchange.

With Hide Unused Report Types, you can set up the Create Report page to display only the report types your

users actually need.

What are the Enhancements to Reports? (cont.)

View all (hidden and

visible) report types.

Admins can hide

standard report types

by selecting specific

report types.

NOTE: Hidden report types don’t show up when you use the search

box on the Create New Report page. If you hide all the report types in

a folder, the folder is hidden too.

What are the Enhancements to Historical Trend Reporting?

With Spring ‘14, users can create historical trend

reports to analyze how cases are moving through the

solution lifecycle.

Enable trending on

Cases

1

Select fields to trend

2

Select a custom

report type

3

Create a Case

tracking report

4

With named dashboard filters, dashboard users can now choose their preferred filter by name.

What are the Enhancements to Dashboards?

When you run a dashboard, units can now be displayed in decimals and percentages.

What are the Enhancements to Dashboards? (cont.)

Administrators with the Edit Dashboards without View All Data permission can now edit dashboard components

even if they are not the running user of the dashboard.

What are the Enhancements to Dashboards? (cont.)

Dashboard folder

with “Edit” access

Only certain sections

of the dashboard are

editable

CUSTOMER IDEA: Modifying a Dashboard without View All Data

permission was submitted by a customer via the Idea Exchange.

Embedded Analytics now lets you add charts within Salesforce1 or within any Visualforce page with just one line of

code.

What are the Additional Analytics Enhancements?

Building charts and visualizations on the platform is easier than ever before. Developers can quickly define

complex charts using the report builder and easily embed them into any Visualforce page with just "one line of

code". In addition to embedding the chart they have a lot of control over the setting auto-refresh schedules,

applying dynamic filtering i.e. essentially Embedded Analytics into all of their apps within a matter of minutes.

What are the Additional Analytics Enhancements? (cont.)

Just one line

of code!

The new Analytics API allows developers to easily integrate reports with the rest of the platform.

What are the Additional Analytics Enhancements? (cont.)

Run a report periodically

using Apex scheduler and

make a Chatter push

notification for every user

who hasn’t met their quota.

Analytics Enhancements Summary

FeatureRelease

Type



setup required.





SalesforceLicense

Sort Groups by Aggregates GA PGE, PE, EE, PxE,

UE, DEn/a

Floating Headers for

Summary and Matrix

Reports

GA PGE, PE, EE, PxE,

UE, DEn/a

Export Reports without

FootersGA P

GE, PE, EE, PxE,

UE, DEn/a

Hiding Standard Report

TypesGA P

GE, PE, EE, PxE,

UE, DEn/a

Historical Trending for Case

ObjectGA P EE, PxE, UE, DE n/a

Dashboard Filter Labels GA P PE, EE, PxE, UE, DE n/a

Analytics Enhancements Summary (cont.)

For a full list of Analytics features and


FeatureRelease

Type



setup required.





SalesforceLicense

Removing “View All Data”

Dependency for Editing

Dashbaord metadata

GA P PE, EE, PxE, UE, DE n/a

Decimals and Percentages

on Dashboard TablesGA P PE, EE, PxE, UE, DE n/a

Embedded Analytics in

Salesforce1GA P

GE, PE, EE, PxE,

UE, DEn/a

Embedded Analytics using

VisualforceGA P EE, PxE, UE, DE n/a

Analytics API GA PEE, PxE, UE, DE

n/a

Site.com Enhancements

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.

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.

New custom property types let you create widgets

that are even more versatile and have you flexibility

over how your widgets are reused.

As a contributor, you can now add page elements to

any editable areas of a 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

Contributors can

see a Page

Elements menu

from where he/she

can drag drop

components onto

the page

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.

What are the Enhancements to Site.com? (cont.)

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.

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.

What are the Additional Enhancements to Site.com?

Site.com Enhancements Summary

Feature Release TypeAutomatically visible to all users. No setup

required.


setup required.





SalesforceLicense

Page Level Queries GA P

Personal, GE, PE,

PxE, UE, DE,

Database.com

n/a

Widget Enhancements GA P

Personal, GE, PE,

PxE, UE, DE,

Database.com

n/a

Custom Property Types GA P

Personal, GE, PE,

PxE, UE, DE,

Database.com

n/a

Site.com Versioning GA P

Personal, GE, PE,

PxE, UE, DE,

Database.com

n/a

Site.com Metadata API GA P

Personal, GE, PE,

PxE, UE, DE,

Database.com

n/a

New Ways to Export

AssetsGA P

Personal, GE, PE,

PxE, UE, DE,

Database.com

n/a

Improved Page Editing for

ContributorsGA P

Personal, GE, PE,

PxE, UE, DE,

Database.com

n/a

Site.com Enhancements Summary (cont.)

Feature Release TypeAutomatically visible to all users. No setup

required.


setup required.





SalesforceLicense

Contributors can add Page

ElementsGA P

Personal, GE, PE,

PxE, UE, DE,

Database.com

n/a

Live Mode Updates GA P

Personal, GE, PE,

PxE, UE, DE,

Database.com

n/a

Clickjack Protection GA P

Personal, GE, PE,

PxE, UE, DE,

Database.com

n/a

For a full list of Site.com features and


Force.com Customization Enhancements

Data Import Wizard

Feed-Based Page Layouts

Workflow Enhancements

Visual Workflow Enhancements

Permission Set Enhancements

Security Enhancements

Sharing Enhancements

Additional Force.com Customization Enhancements

What are the Customization Enhancements to Force.com?

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?

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.

What is the Data Import Wizard? (cont.)

NOTE: Review the Import Wizard comparison table to see a list of

differences between the old and new wizards.

https://org62.my.salesforce.com/help/pdfs/en/salesforce_data_import_wizard_tipsheet.pdf

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.

What are Feed-Based Page Layouts?

1

1

2

3

4

5

6

2

3

4

5

6

Toggle between tabs to

switch between the feed

view and the detail view.

Create related records or

tasks from the publisher.

Record feed shows

activity on the record.

Custom buttons or links

your Admin has added.

Follow and see who else

is following the record.

Choose which information

in the feed you see with

filters.

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.

What are the Enhancements to Workflow?

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.

With Spring ‘14, you can now assign multiple users and revoke multiple user assignments from a permission set.

What are the Enhancements to Permission Sets?

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.)

Use existing list

views or create

new ones

Messages tell you

which users were

assigned and

which ones weren’t

This is the same

validation we do when

assigning any

permission set

Feedback screen

showing you the

results of assigning

users

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 Additional Enhancements to Permission Sets?

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.

What are the Enhancements to Security?

REFERENCE: For a full list of the Spring ‘14 enhancements to

security, please see the Release Notes.

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.

What are the Enhancements to Sharing?

NOTE: This example

grants your portal

users access to users

whose contacts are

related to the

accounts identified on

the portal users’

managers records.

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?

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.

What are the Additional Force.com Customization Enhancements? (cont.)

Force.com Customization Enhancements Summary

FeatureRelease

Type


required.


setup required.





SalesforceLicense

Data Import Wizard GA PCM, Personal, GE, PE,

EE, PxE, UE, DEn/a

Feed-Based Page Layouts GA PCM, Personal, GE, PE,

EE, PxE, UE, DEn/a

Launch Flows from

Workflow Rules Pilot P EE, PxE, UE, DE n/a

Business Logic and

Process Automation

Enhancements


Debug Logs for Flow

TriggersPilot P EE, PxE, UE, DE n/a

Permission Set

EnhancementsGA P

EE, PxE, UE, DE,

Database.comn/a

Security Login

EnhancementsGA P

CM, Personal, GE, PE,

EE, PxE, UE, DEn/a

Sharing Sets GA P EE, PxE, UE, DE n/a

Lookup Filter

EnhancementsGA P

EE, PxE, UE, DE,

Database.comn/a

Field Sets GA PEE, PxE, UE, DE,

Database.comn/a


FeatureRelease

Type


required.


setup required.





SalesforceLicense

TEXT() Function Picklist

Expanded SupportGA P

EE, PxE, UE, DE,

Database.comn/a

Hide Standard and

Custom Apps from the App

Launcher

GA P

EE, PxE, UE, DE,

Database.com n/a

Non-monthly Usage Based

EntitlementsGA P

EE, PxE, UE, DE,

Database.comn/a

Field History Data

RetentionPilot P

CM, GE, PE, EE, PxE,

UE, DE, Database.comn/a

Enhanced Session ID

Management for VFGA P EE, PxE, UE, DE n/a

User List View: Is Frozen

FieldGA P



Components Category in

the Page Layout EditorGA P



Enhanced Lookups for

Users EnhancementsGA P

Personal, GE., PE,

PxE, UE, DE,

Database.comn/a


REFERENCE: For a full list of Force.com features


FeatureRelease

Type


required.


setup required.





SalesforceLicense

Enhanced Lookups for

OpportunitiesGA P

Personal, GE., PE,

PxE, UE, DEn/a

Force.com Development Enhancements

What are the Development Enhancements to Force.com?

Sandbox Enhancements

Developer Console Enhancements

Visualforce Enhancements

Force.com Canvas Enhancements

Apex Code Enhancements

API Enhancements

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.

What are the Enhancements to Sandbox?

Developer Developer Pro Partial Data Full

Refresh Interval 1 Day 1 Day 5 Days 29 Days

Includes Setup

ConfigurationYes Yes Yes Yes

Copies Data Records No No Yes Yes

Sandbox Templates/

SamplingNo & No No & No

Yes & Yes (10,000

records/object)

Yes & No (Full

Copy/ Object)

Bundled Developer

SandboxesNone 5 10 15

Sandbox Size 200MB1GB

(~500K records)

5GB

(2.5M records)Match production

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.

– When running a deployment, the Deployment

Status page shows you the real-time progress of

your current deployment.

– After all components have been deployed without

errors, Apex tests will start executing, if required or

enabled.

Administrators and developers now have new ways

to use change sets and external tools for

deployments.

– Sharing sets are now included in Change Sets.

– 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.

Change the API version of an entity directly from the

Developer Console’s Source Code Editor.

Function Shortcut

Search CTRL+F

Find Next CTRL+G

Find Previous CTRL+SHIFT+G

Replace CTRL+SHIFT+F

Replace All CTRL+SHIFT+R

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.

Spring ’14 brings Visualforce Remote Objects (Pilot) which are proxy objects that allow basic DML operations

on sObjects directly from JavaScript

– Access definitions, written in Visualforce using the new Remote Objects components, generate a set of

JavaScript proxy objects.

– Data access functions, written in JavaScript, use the proxy objects to perform create, select, update, and

delete operations on your data.

The namespace attribute has been added, allowing you to specify a JavaScript namespace to add to functions

generated by the <apex:actionFunction> component.

Use the <analytics:reportChart> component to add Salesforce report charts to a Visualforce page.

What are the Enhancements to Visualforce?

DEFINITION: JavaScript remoting is a popular, powerful, and efficient method for

building web apps with Visualforce, especially for creating pages for use in

Salesforce1, or working with JavaScript libraries.

REFERENCE: For a full list of Spring ‘14 Visualforce

Enhancements, please see the Release Notes.

With Spring ‘14, Force.com Canvas enables you to expose your canvas apps as publisher actions.

What are the Enhancements to Force.com Canvas?

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.

What are the Enhancements to Force.com Canvas? (cont.)

The Canvas App will

expand directly inside

the Chatter FeedClick the link to

expand or collapse

the Canvas App in the

feed.

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 publisher

will bring up the Canvas

App in the publisher

(including the Chatter

lifecycle events)

Canvas Quick

Actions on the

Publisher Global

Layout will appear in

the Salesforce One

Publisher

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.

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 Enhancements to Apex Code?

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!

What are the API Enhancements?

Streamlined

Steps

Set It and Forget It

Launch multiple

deployments at the

same time

Cancel a failing

deploy to fix the

issue

Real-time

deployment

tracking with error

messages

What are the API Enhancements? (cont.)

Detailed history for

every deployment,

including error

messages

Highlights long

running apex tests to

help improve

deployment time

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 non-

critical 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.

What are the API Enhancements? (cont.)

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.

Force.com Development Enhancements Summary

FeatureRelease

Type


required.


setup required.





SalesforceLicense

Partial Data Sandbox GA P EE, PxE, UEAdd-on

Product

Sharing Sets Available in

Change SetsGA P P

PE, EE, PxE, UE,

Database.comn/a

Developer Console

EnhancementsGA P

PE, EE, PxE, UE,

Database.comn/a

Visualforce Remote

ObjectsPilot P


UE, DEn/a

Canvas Apps in the

Publisher and FeedGA P

*GE, *PE, EE, PxE,

UE, DEn/a

Canvas Apps Accessible

from Salesforce1GA P

*GE, *PE, EE, PxE,

UE, DEn/a

Hide Publisher Header

and Share ButtonGA P

*GE, *PE, EE, PxE,

UE, DEn/a

Debugging in a Canvas

AppGA P

*GE, *PE, EE, PxE,

UE, DEn/a

Using Events between a

Canvas App and VF PageGA P

*GE, *PE, EE, PxE,

UE, DEn/a

*Can only use the Oauth Access method unless profiles, page layouts, and the API

have been enabled.

Force.com Development Enhancements Summary

FeatureRelease

Type


required.


setup required.





SalesforceLicense

Unified Deployment

Monitoring ConsoleGA P

PxE, UE, DE,

Database.comn/a

Read Call in the Metadata

APIGA P

PxE, UE, DE,

Database.comn/a

Place Order API GA P *PE, EE, PxE, UE, DE n/a

Allocate API Limit App

QuotasPilot P

UE, EE, DE,

Database.comn/a

Address and Geolocation

Compound Fields in the

SOAP and REST APIs

Beta PUE, EE, DE,

Database.comn/a

REFERENCE: For a full list of Force.com features


* Requires add-on for API access.

ISV Enhancements

With Spring ‘14, we’re supporting the removal of a subset of package-able components from published managed

packages, providing greater flexibility in the managed packages framework.

What are the ISV Enhancements?

You can now delete

custom fields from

published packages

in the ISV DE org.

Before a field can be

deleted, a warning

must be read and

accepted.

In this limited pilot, ISVs will be able to get metrics for Visualforce Page views and custom object record count for

all Visualforce pages and custom objects contained in their managed package.

What are the ISV Enhancements? ( cont.)

ISV Enhancements Summary

FeatureRelease

Type


required.


setup required.





SalesforceLicense

Managed Packages

Component RemovalGA P DE n/a

Usage MetricsLimited

Pilot P DE n/a

REFERENCE: For a full list of ISV features and


Marketing Cloud Enhancements

Salesforce Marketing Cloud is a unified social marketing suite that allows companies to listen to and engage

customers, publish content, optimize social advertising, measure campaigns, and integrate social insights with

customer data.

What are the Enhancements to Marketing Cloud?

REFERENCE: For information on new Marketing cloud features,

check out the Salesforce Marketing Cloud facebook page.

https://www.facebook.com/MarketingCloud

Work.com Enhancements

In Spring ‘14, Work.com

customers can now give and

receive badges and

recognition in Communities

across their network of

employees, customers,

partners, suppliers and

distributors.

What are the Enhancements to Work.com?

New

Recognition

tab

Badges Given

or Received

List of

badges

DEFINITION: Work.com is a social performance-management tool that

helps managers and teams learn faster and perform better.

With Work.com Calibration, managers, executives, and HR business partners can quickly and easily identify high

and low performers, review overall performance in the teams or organizations, and make adjustments to individual

performance ratings.

What are the Enhancements to Work.com? (cont.)

Visualize ratings

for the selected

question


Make edits inline without leaving Calibration. Filter and sort content to slice and dice data for

visualization.

Change

ratings inline

Filter and sort

to surface the

right data

Customize Calibration reports to capture the performance summary information you need.


Add filters and

columns from

Reports

Changes to

reports are

reflected in

Calibration

Work.com Enhancements Summary

FeatureRelease

Type


required.


setup required.





SalesforceLicense

Badging in Communities GA P EE, PxE, UE, DE n/a

Work.com Calibration GA P EE, PxE, UE, DE Work.com

REFERENCE: For a full list of ISV features and


Salesforce Spring '14 Release Overview Deck

Technology

Transcript of Salesforce Spring '14 Release Overview Deck