brightgen's summer 13 salesforce release webinar
DESCRIPTION
Slide deck from the BrightGen webinar covering the features of the summer 13 release of particular interest to our customersTRANSCRIPT
![Page 1: BrightGen's Summer 13 Salesforce Release Webinar](https://reader034.vdocuments.net/reader034/viewer/2022051314/54b6d84a4a7959ca538b4620/html5/thumbnails/1.jpg)
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
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Agenda
• Salesforce Summer 13 Release – Chatter – Price Books – Ideas – Dashboards – Platform – Communities
• Q&A
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Summer 13 Release
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Chatter
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Publisher Actions
• Replaces chatter tasks
• Add actions to publisher
• Control layout
• Create or custom
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Create Actions
• Create record from feed
• Choose fields
• Respects rules
• Object or global
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Custom Actions
• Visualforce pages
• Custom functionality
• Object or global
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Topics
• Upgrades hashtag topics (#)
• Add or edit at any time
• Add description
• Post from topic feed
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Topics
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Chatter Other
• Find in feed
• Email replies – (un)follow
– Unlike
– Bookmark
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Price Books
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Price Books
• Standard tab
• Custom fields
• Page layouts
• Triggers
• Validation rules
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Ideas
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Ideas
• Communities = zones
• Order custom fields
• Comment triggers
• Add attachments
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Ideas - Reputation
• Award points for:
– Creating ideas
– Receiving comments
– Receiving upvotes
– Making comments
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Dashboards
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Dashboards - Sharing
• Per-user folder sharing – Viewer – Editor
– Manager
• Requires configuration
• Can be reverted
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Dashboards - Touch
• Available in iPhone
– Swipe between components
– Search
– Refresh
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Dashboards - Other
• Sticky filters
– Retains your filter value
• View in communities
– Not high volume licenses
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Platform
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Platform
• Owner fields in formula
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Platform
• Checkbox formula
• Approval process in change set
• Record types in permission set
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Platform
• Sandbox templates
• Custom settings to sandbox
• User references in deployment
• Test methods in test classes
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Setup UI
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Setup UI • Personal and organization
• Organization – admins
• Personal – all users
• Turn on (and off!)
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Setup UI
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Communities
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Communities
• Replaces portals
• Includes chatter
• Mobile access via touch
• Branding through configuration
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Communities
• Force.com and site.com site
• Customer community – B2C
• Partner community – B2B
• Migrating BrightGen customer portal
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More Information
• http://bit.ly/ftjmjt
• Release notes
• Feature videos
• Training
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Contact Us
• www.brightgen.com • [email protected] • 01376 520578 • @brightgen • facebook.com/BrightGen