Salesforce Release Webinar

Winter 15

Clive Platt,Service Managerwww.linkedin.com/in/cliveplatt

Keir Bowden, Chief Technical Officerwww.linkedin.com/in/keirbowden@bob_buzzard

Problems with the webinar software?Email cliveplatt@brightgen.com

Agenda• Salesforce Winter 15 Release

– API Access Change– Salesforce1– Chatter– Communities– Sales Cloud– Service Cloud– Platform

• Q&A

Winter 15 Release

API Access Change

http://sforce.co/1uybCLC

API Access Change• “API Enabled” profile permission

• MUST be enabled for connected apps– Salesforce1 iOS/Android– Salesforce for Outlook– Connect for Outlook– Connect for Office– Chatter Desktop/Messenger

• Partner Apps - http://sforce.co/1nDyVBS

Salesforce1

HTML5 Application

Action Bar

Click to view all

Work in Lists

Swipe entryInline

action bar

Search EnhancementsClick to search

Choose sobject type

Downloadable Application

Downloadable App• Convert leads to contacts

• Add products to opportunities

• Drill to matrix report from dashboard

• Approvals in navigation (iOS only)

Offline Access• Read only

• 5 most recent dashboards

• Events

• Recent objects

• More info : http://sforce.co/1DDa2Lj

Switch AccountsClick to switch

Click and enter credentials

Chatter

Unlisted Groups• Private groups

• Don’t appear in search results

• Invitation only

• Requires setup

Other• Files connect

– Access Sharepoint files

• Report on shared links to files

• Include attachments when emailing post to group

Communities

Communities• Override standard pages

– Login– Logout– Self-registration

• Custom https domains

• Community management page– New name for Engagement

Console

Label Changes

Other• New features in community

metrics package

– Self Service dashboard– Topics dashboard– Moderation dashboard

Sales Cloud

Duplicate Management• Beta

• Block duplicate creation

• Requires activation

• Requires setup

Duplicates

Forecasting• Custom field forecasting GA

– Forecast on custom currency fields

– Requires setup

• Forecast managers add notes– Add context to adjustment– Up to 140 characters– Do not appear in reports

Activities• Custom lookups on activities

– Beta– Requires activation

• Control task notifications– Users decide whether to

receive emails– Can be disabled

Service Cloud

Knowledge• Monitor article performance

– Knowledge Search Activity sobject

– Use in custom report type– Actionable data

• # searches per channel• Keywords searched for • Average results/articles• Average clicks/unique users

Search HighlightsEnter keywords

Highlighted in results

Knowledge• Promoted knowledge results

– Additional keywords per article– Related list on published article

• Appear in search results

Chatter Questions• Now generally available

• Ask questions inside feed

• Suggested results– Duplicate answers– Knowledge articles

• Asker selects best answer

Platform

Platform• Custom permissions

• Hover links for feed based layout

Platform• Delegated admins assign

permission sets– Specify role/subordinate role– Add/remove only, no edit

• Per-profile security– Session timeout– Password policies

Platform• Event log files

– System usage– User behaviour– Read only– Accessed via SOAP/REST API– Delayed generation

Platform• Login flows

– Built using Visual Flow– Assigned to profile– Post authentication processes

• Capture additional information

• Accept Terms

• Deploy classes with scheduled jobs

Rich Text EditorOld format

New format

More Information• http://sforce.co/1u92mLq

• Release Notes

• Feature Videos

• Training

Questions

Contact Us

www.brightgen.com

sales@brightgen.com

01376 520578

@brightgen

facebook.com/BrightGen