Highlights of Summer ’14

Marc Baizman

Customer Success Manager

Salesforce.com Foundation

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www.salesforce.com/customer-resources/releases/summer14/

“The Official Release Notes”

When are you getting Summer ’14?

General Enhancements

Mobile

Chatter

Salesforce Files

Sales Cloud

Service Cloud

Analytics

Force.com

Additional Resources

Agenda

When are you getting Summer ’14?

Friday, 7/18 EU0, EU1, EU2, EU3, NA0, NA2, NA3, NA4, NA5, NA10,

NA11, NA12, NA13, NA14, NA15, NA16, NA19, NA20

Saturday, 7/19 AP0, AP1, CS1, CS2, CS6, CS8, CS10, CS16, CS18

General Enhancements

Size Limits

– Attachments increased from 5 MB to 25 MB

– Incoming email messages increased from 10MB to 25MB

New fields for Middle Name and Suffix on Contacts, Leads and Users

– Contact salesforce.com Customer Support to enable the new fields

Salesforce notification banner

– Appears on all pages for accounts, contacts, dashboards, and the setup menu

– Dismiss the banner by clicking X on the banner

– Can be globally disabled in Setup

What are the General Enhancements to Salesforce?

Mobile Enhancements

Official support for browser pairings

– BlackBerry Browser on BlackBerry Z10 devices with BlackBerry OS 10.2 or later

– Good Access secure mobile browser on Android phones with Android 4.2 or later and on Apple iOS7

devices

Additional data visible in Salesforce1

– All custom objects with a tab in the full Salesforce site

– All list views for an object, not just your most recently accessed lists (with sorting too)

– Campaign Members, Knowledge articles, Work.com Coaching, Goals, and Skills

Drill to a report from a dashboard

Today

– Import an event from phone to calendar; shows in the left nav of Salesforce1

– Add new contacts from phone

Feed Enhancements

– Search within the main feed to find specific information you need

– View feed posts organized by topic from the Recent section

Publisher Actions show even if Chatter is disabled

What are the Enhancements to Salesforce1?

Users can now drill right to a report from a dashboard simply by tapping on the dashboard.

What are the Enhancements to Salesforce1? (cont.)

Tap on chart to view report

Underlying report can be

viewed Tap on column

header to sort

Swipe right to view more columns

CUSTOMER IDEA: Drill to Report and Record was

submitted by a customer via the Idea Exchange.

Salesforce Chatter Enhancements

Search for and add topics, and view the topic feed in the Salesforce1 mobile app

What are the Enhancements to Chatter Topics?

Topics in S1 Menu

Topics in S1 Search

Topic Page

Topics on Feed Items

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

A new Records tab displays all records assigned with

a specific topic.

­ If you don’t see a Records tab for a particular topic,

the topic hasn’t been added to any records.

Search feeds on Topic detail pages to quickly find

the information you’re looking for.

Tips & Tricks: To enable topics for

additional objects, within Setup go to

Customize | Topics | Topics for Objects

What are the Chatter Enhancements?

Enable Chatter for a subset of your users, instead of all users in your organization, using custom profiles

or permission sets.

Control access on

custom profiles

Control access with

permission sets

CUSTOMER IDEA: Profile Based Rollouts was

submitted by a customer via the Idea Exchange.

Salesforce Files

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

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

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.

A synced file will appear everywhere, across all devices. Need to download the client to sync with desktop.

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.

Two new standard reports: Engagement report and Download report

– Allows you to report on Chatter files

The File downloads report shows you the number of

downloads a file has had and by which users

The Engagement report shows you the Chatter engagement on your report, such as Posts, Likes, Shares, etc.

Navigate directly to the

Engagement report from the file detail page

What are the Additional Files Enhancements?

Communities Enhancements

What are the Enhancements to Communities?

Summer ’14 brings the new Community Engagement Console, a central place for Community Managers to

monitor the health of their community and its members.

Several Community dashboards

available

Trending Community reports

One-click access to the Engagement Console for

Community Managers

Admins can update the

dashboards used in the

Engagement Console

NOTE: To be a community manager

and use the Community

Engagement Console, a user must

have either the Manage

Communities or Create and

Customize Communities

permission, and must be an

employee of your organization.

CUSTOMER IDEA: Engagement

Console was submitted by a customer

via the Idea Exchange.

Community managers can set reputation levels, which allow community members to achieve a reputation level

based on points earned from posts.

What are the Enhancements to Communities? (cont.)

Levels can be defined with point ranges

Default level icons can be overridden with custom css

Level names can be

renamed

Chatter actions can be assigned

point values

Reputation level displayed on profile

CUSTOMER

IDEA:

Reputation was

submitted by a

customer via the

Idea Exchange.

Open up access to your community content with public chatter groups that don’t require login, so you can engage

users who might not join otherwise.

What are the Enhancements to Communities? (cont.)

New community-specific preferences

to enable access

Sales Cloud Enhancements

What are the Enhancements to the Sales Cloud? The list of publisher actions is configurable

Each action layout is customizable to

show/hide specific fields

Actions are available on ANY

object type

Users get access to Help documentation covering Side Panel

functionality

Salesforce for Outlook Side

Panel

– Available in all editions

– Can use Publisher Actions

– Link to User Help

Join the User object to the Activity Relationships object to report on user activity relationships in a Custom

Report Type.

Join User object to new Activity Relationships

object

Summarize by User and see their

meetings and meeting details

What are the Enhancements to Activities? (cont.)

ActivityDate and ActivityDateTime fields are now available in custom formula fields and validation rules.

What are the Enhancements to Activities?

ActivityDate available for a validation rule

Service Cloud Enhancements

What are the Enhancements to Case Feed?

From the Case Feed Page Layout, Admins can enable full-width

feed.

The default state is collapsed. The publisher

labels now toggle the collapsed/expanded state

each time they are clicked. Performing the Quick Action will automatically collapse

the publisher.

Milestone Tracker and Case Topics can now be added An email publisher

is now available on the Case page

Using a Community Template,

designers or contributors can

set up Knowledge for Self-

Service (beta) or Cases for

Self-Service (beta),

empowering end users to find

the answers to their questions

without having to contact

support agents

What is “Community Templates for Self-Service?”

DEFINITION: Community Templates for Self-Service (Beta) lets you build, brand, and deploy

responsive self-service customer support sites that look great on any device.

1. Specify whether you are a designer or a

contributor

3. Switch between Design and Live Modes

4. Preview and Publish any changes

you make 2. View Site on desktop, tablet, and

phone modes

What is “Community Templates for Self-Service?” (cont.)

Desktop Design

Tablet Design

Mobile Optimized Design

NOTE: This view reflects the end user perspective of the Knowledge Self-Service site.

Data Category Navigation Data Categories

Search

Content Block

What are the Enhancements to Service Communities?

With Chatter Questions (beta), users can quickly

view similar questions and articles as they enter their

question, without switching context. We use these in

the HUB!

Chatter questions helps reduce duplicate content in

your community by showing similar questions

before your users ask their question.

Choose to show relevant knowledge articles as

users type their questions in Chatter.

– Users can select the best answer to a question,

which then shows to future people asking a similar

question.

Analytics Enhancements

What are the Enhancements to Analytics?

Pin report folders as favorites so you can

quickly access the data you need.

Via Setup | Data Management use Mass delete

reports to mass delete public reports that you no

longer need.

Click the drop down menu to pin

your favorite folders to the top of

the folder tree

Filtering criteria to find

reports

Select the reports you want to remove and click Delete to

remove them

CUSTOMER IDEA: Pin Folders and Mass Delete Public Reports

were submitted by a customer via the Idea Exchange.

With Summer ’14, you can now track lookup field history, rather than just fields that belong to the current object.

What are the Enhancements to Analytics? (cont.)

Here you see a lookup to the Opportunity

object

Admin can select this lookup field on

Opportunity to be trended

The report shows the change in lookup

value between two data points

Summer ’14 introduces the Dashboard API,

allowing you to retrieve and refresh dashboards

using the REST based Analytics API.

Dashboards can be:

Embedded anywhere, like high definition

TVs, or in a Public portal.

Refreshed as often as every minute.

Combined with a chart engine of your choice

to create customized, branded dashboards.

What are the Enhancements to Analytics? (cont.)

CUSTOMER IDEA:

Dashboard API was submitted

by a customer via the Idea

Exchange.

Force.com Customization Enhancements

When creating new apps on the Salesforce platform, it’s now possible to control which features users get at a

granular level using custom permissions.

What is Custom Permissions?

DEFINITION: Custom permissions enables developers to easily create custom permissions on

profiles and permission sets that Administrators can easily assign to users.

Declaratively Assign Custom Permissions on Profiles and

Permission Sets

Declaratively define custom permissions in

Setup

CUSTOMER IDEA: Custom Permissions was submitted

by a customer via the Idea Exchange.

Publisher Actions show in the Salesforce1

mobile browser app even when Chatter is

disabled.

– Can be created and added to the Publisher Actions section in object page layouts.

What are the Enhancements to Publisher Actions?

NOTE: Publisher Actions with Chatter

disabled will only show in the

Salesforce1 mobile browser app.

No Chatter Feed!

No Chatter Actions!

What are the Enhancements to Setup?

1.) Typing text here narrows down the Setup tree to the matching Setup pages …

Filters

NOTE: It might take a few weeks before

your organization’s setup data is indexed

and searchable. Be patient!

2.) Pressing Enter in the sidebar searches for “exp” across all of the org’s custom field definitions, custom object definitions, public

groups, permission sets, profiles, roles, and users.

Previously, administrators could limit user password reuse by selecting an option of up to 15

passwords remembered in an organization’s history. Now administrators can select up to 24

passwords remembered.

Administrators could previously require minimum password lengths of up to 10 characters but can

now require a 12 character minimum length.

Admins can require uppercase and lowercase letters (before it was just alpha characters,

regardless of case).

Previously administrators could require a maximum lifetime for a password, such as 90 days. Now

administrators can also require that password lifetimes be a minimum of one day.

Prevent unwanted access to your organization using the Force logout on session timeout session

setting, where the page gets automatically redirected to the login page once a session times out, so

whatever was on the screen is no longer visible.

Developer Edition organizations now get 10 Identity Connect permission set licenses for testing

and development.

What are the Enhancements to Security?

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