Salesforce Winter 13 Release

Agenda

•  Salesforce Winter 13 Release –  Chatter Enhancements –  Case Feed –  Joined Reports –  Visualforce Charting –  Global Permission Sets

•  Webinar Idea Community

•  Q&A

Chatter - Polls

•  From an idea from the community

•  2 – 10 options

•  Anonymous

•  Doesn’t appear in desktop

Chatter - Influence

•  Determined by activity

•  Default threshold is zero

•  Now configurable

•  Changes apply immediately

Chatter - Desktop

•  Like comments

•  See post/comment likers

•  View files attached to comments

•  View dashboard snapshots

Chatter – Preview Links

•  Converts URL into embedded content

•  7 domains

•  Content from 3rd party provider •  Automatically applied to Links

Chatter – Other

•  Post Visibility

•  Reporting enhancements

•  Messenger history retained for 72 hours

•  Unfollow Unused Records

Case Feed

•  Different UI for cases •  Maximizes use of real-estate

•  Tabbed navigation

•  Requires configuration

Joined Reports - Overview

•  GA since Spring 12 release

•  Multiple report types

•  Solves the “Unrelated Sibling” problem

•  Side by side comparisons

Joined Reports – Winter 13

•  Now exportable

•  Excel format only

•  Include in dashboards

•  Post snapshot to chatter feed

Visualforce Charting

•  Create custom charts

•  Embed in any Visualforce page

•  Only requires server side code

•  More flexibility than existing charts

Visualforce Charting

•  Rendered using Javascript

•  Browsers must support SVG

•  Internet Explorer < 9 requires plugin

•  Can’t be used in PDF

Permission Sets

•  Permission sets GA winter 12

•  Reduces profiles

•  Multiple permission sets per user

•  Specific user license

Organization-Wide Permission Sets

•  Applies to all license types

•  Use specific license where appropriate

•  User license must support permissions •  License considerations when editing

More Information

http://www.salesforce.com/customer-resources/releases/

•  Release notes

•  Feature videos

•  Training

Webinar Idea Community

•  Help us shape future webinars

•  BrightGen service customers only

•  Vote/comment on existing ideas

•  Create your own ideas

Q&A

Feedback/Follow Up

•  Fill in the survey •  http://www.facebook.com/BrightGen

•  http://twitter.com/BrightGen •  Email: info@brightgen.com