salesforce summer '14 release highlights
Post on 23-Jan-2015
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Salesforce Summer ’14 Release
Configuration/Setup
- Match sandbox licenses to production without a refresh!!!
- IP range descriptions (it’s the little things)
- Lookup fields and dates available in formulas- Checkbox return type (old, but ICYMI)
Configuration/Setup (Cont’d)
- Validation rules on Activities
- Can pin report folders!
Configuration/Setup (p.3)
- Mass Delete Reports (not used in Dashboards or snapshots)
Track historical changes on lookup fields!
Configuration/Setup (p.4)
- More granular user-management permissions!!!
- Users can be shared/hidden to other users
Chatter Improvements
- Can now use Publisher Actions even when Chatter is off
- When opening Chatter notifications in email on your phone, opens directly in SF1 instead
- View records on topic detail pages
Sales Improvements
Customizable price book entriesadd custom fields to entries
Salesforce for Outlookchecks to ensure user meets system
requirements firstcan use Publisher actions in Outlook
New Standard fieldsMiddle Name, Suffix on Account and ContactMust contact support to enable
Salesforce 1 Enhancements
- All custom objects with tabs will be available in SF1
- Can see up to 200 list views in SF1- Can sort your list views in SF1- Events is standard list in SF1 rather than tapping
through to object- Drill down to report from dashboard in SF1- Users determine which types of push notifications
to receive- Access Account records from Mobile Calendar
events
Communities Enhancements
- Communities Templates (pilot)- Allows you to create self-service portal more easily
Communities Enhancements
- Community Engagement Console
Communities Enhancements
- Reputation- Analytics package will be on AppExchange shortly
after release- Task Reminders for partner users- Partner users can now use data loader- Allow access without login
Files Sync now beta!
- More streamlined Files interface- Meant to consolidate Content and Chatter Files- Can set permissions on each document- Even when link used, respects access (from SP,
Google Docs, Box, etc)
- Files Sync (within 24 hours of release)- Folder limit of 10 GB- Must enable on profile/permission set- Each user must download desktop client- Can sync from ChatterDEMO
Activities Improvements
- New Event button in global Publisher- Can now see Status and Related To on home page
task list- Can create new report types with Activity
Relationships- Include details related to contacts, accounts, invitees,
task status- Relate User object to Activity Relationship object
Service Cloud Enhancements
- Case feed can be full width- Can automatically collapse publisher- Related list component updated- Interaction log buttons- Users can save the settings of their multi-
components
Thank you!
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