BrightGen's Winter 14 Salesforce Release Webinar
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Transcript of BrightGen's Winter 14 Salesforce Release Webinar
Winter 14
Salesforce Release Webinar
Clive Pla),Service Manager www.linkedin.com/in/clivepla)
Keir Bowden, Chief Technical Officer www.linkedin.com/in/keirbowden @bob_buzzard
Agenda • Salesforce Winter 14 Release
– Chatter – Console for Sales – Price Books – Knowledge – Ideas – Analytics – Platform
• Q&A
Winter 14 Release
Chatter
Chatter - Groups
• Publisher Actions • @mention groups
• Archiving
Chatter - Topics
• Feed Tracking + Follow
• Permissions
• Merging
Chatter - Other
• Combined filter/sort
• Increased post/
comment size
Chatter - Other
• Tabbed profile interface – Separates feed from information
• Thanks
Console for Sales
Console for Sales • Tabbed interface
• Records and related items
• Quickly log a call
• Paid license
Price Books
Price Books
• Lookup supported – Other records can lookup to price book
• Search Layouts
Knowledge
Knowledge
• Salesforce users can view articles – No license required!
• New custom field types
Knowledge
• Chatter feed on article from draft • Play videos in article – Requires configuration – Requires Visualforce page
Knowledge One
• Replaces articles tab
• Requires configuration
Ideas
Ideas
• View user activities in chatter profile
• Requires configuration
Ideas
• Like a comment
• Total likes
• Unlike later
Analytics
Historical Trend Reporting
Analytics
• Embed report charts in record view
• Show/hide role hierarchy
• Restrict list view creation
Setup, Security, Platform
Setup
• Freeze user accounts
• Advanced setup search
• Workflow for user object
Sharing
• User sharing is GA
• Description field on sharing rules
Manager Groups
Sales Director
Sales Manager
Sales Agent
Manager Groups
• Must be enabled by Salesforce
• Requires configuration
• Manager field on User record
Security
• Two Factor Authentication
• High assurance dashboards/apps
• Branded login page
Platform • Sandboxes naming and storage
• Change Sets
• Edit Static Resources – JS, XML, CSS, txt – Developer console only
More Information
• http://bit.ly/12EBxCs
• Release notes
• Feature videos
• Training
Q&A
Contact Us
• www.brightgen.com • [email protected] • 01376 520578 • @brightgen • facebook.com/BrightGen