Release Notes Review

Spring’15

With Salesforce MVP

Rakesh Gupta

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Spring’15 release notes link

HTML Release Notes :- http://goo.gl/9KHSz9

PDF Release Notes :- http://goo.gl/sMIOaz

@Mumbai_SFDC

Go Social!

/pages/Navi-Mumbai-Salesforce-Developer-User-Group

groups/Official-Salesforce-Developer-User-Group-

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Agenda

Spring ‘15 for Salesforce Admins!

Process Builder Overview!

Spring ‘15 for Salesforce Developers!

Q&A round

Spring ‘15 Highlights for Salesforce Admins

Keep your users

happy and your

data clean.

Prevent duplicate data entry

on accounts, leads contacts

and custom objects

.

Duplicate Management!

Duplicate Management!

Duplicate rules don’t run when records are created in following ways.

• When records are created using Quick Create.

• When leads are converted to accounts or contacts and your organization

doesn’t have the “Use Apex Lead Convert” permission.

• When a record is restored with the Undelete button.

• When records are added using Exchange Sync.

• When records are manually merged

Duplicate Management!

Add records to Chatter Groups

Adding records to groups allows users to collaborate on and discuss the

records as a team in the group. To add records to chatter groups you

have to customize the chatter group layout and add the Add Record

action to the group publisher

Emoticons Added in the Feed

Now your users can add expressions like a smiley face to their posts

and comments by typing a character combination. To enable/disable this

feature follow the path Setup | Build | Customize | Chatter | Settings

and select “Allow Emoticons” checkbox. Emoticons aren’t supported in

Salesforce1.

Feed with a New Task Action

It allow users to create New Task action directly from a post in their

feed.

Subscribe to Receive Report Notifications

After Spring’15 release users can now sign up for report notifications,

to stay up-to-date on the metrics they care about most. To subscribe a

report click on subscribe button and the conditions, action and schedule

frequency. Each user can subscribe to up to five reports.

Add Rich Text Notes to Records

Now with Notes, users can add bulleted and numbered lists to notes.

User have option to follow the notes and share it with “People” or “Chatter

Groups”(As shown in the following screenshot). To enable/disable this

feature follow the path Setup | Build | Customize | Notes | Settings and

select “Enable Notes” checkbox.

Add Public Groups to delegated administrator

Now delegated administrators can create public groups, and you can

specify public groups in which delegated administrators can add and

remove users in specified roles and all subordinate roles..

Drive Salesforce1 Adoption

Guide Sales reps through

your company’s sales process.

– Provide links to Chatter posts

– Helpful information

– best practices

– potential pitfalls

– words of encouragement

Sales Path

Assets Object Redesigned as a Standard Object

The Assets object is used to tracks products that your customers own.

The Assets object has been enhanced in Spring’15 release to give your

users a more robust way to manage assets. Previously, the Assets object

was a child object of the Accounts object. After Spring’15 release the

Assets object has been redesigned as a standard object and has the

same features, including a tab, sharing settings and record types, as a

standard object.

Process Automation

Introducing Process Builder

Simple: Design with point & click simplicity

Powerful: New Actions with the power of code

Flexible: Match the way your business works

Visual: View & Collaborate on your process

Easy to use

Automate your business. Faster.

Process Builder

Next Generation Workflow

Multiple “Rules” in 1 process

More Flexibility

Graphical Interface

Workflow Rules

New Actions

Process Builder Spring’15

Create version of a Process

Call an Apex method from Process

Trigger a Process Multiple Times in a Single

Transaction

Submit For Approval Through Process

Visual Workflow Spring 15’

Pause and Resume

Customize Condition Logic in Flow

Create a Dynamic Label for Flow Interviews

Invoke Apex from a Flow

Launch a Flow from Salesforce1 (Pilot)

Reference the ID of a Chatter post That a Flow created

New Attributes for <flow:interview> allowShowPause

Developer

Field Audit Trail (GA)

Declarative, Policy Driven Retention

LIVE ARCHIVE

Field Audit Trail (GA)

APIs

SObject

● All history goes into the EntityHistory SObject initially, cannot live there > 18 months

● Policy describes retention to allow Field History for up to 18 months in SObject storage

and to be retained in FieldHistoryArchive BigObject for up to 10 years.

● No field history tracking limits permitted above default of 20 fields without Policy and Field

Audit Trail add-on in place.

● Use Salesforce Metadata API to define a retention policy for your field history. Then use

REST API , SOAP API , and Tooling API to work with your archived data.

BigObject

Field Audit Trail Record Retrieval

FieldHistory

Archive

Accounts

Cases

Contacts

Opportunities

Custom

Leads

API SOQL

#forcewebinar

ArchiveFieldName ArchiveParentName ArchiveTimestamp

1 Amount Acme - 2 Widgets 2014-12-12T05:00:35.213Z

2 NextStep Acme - 2 Widgets 2014-12-12T05:00:35.214Z

3 Custom_Checkbox Acme - 2 Widgets 2014-12-12T05:00:35.214Z

4 Custom_Currency Acme - 2 Widgets 2014-12-12T05:00:35.214Z

SELECT

ArchiveFieldName,ArchiveParentName,ArchiveTimestamp FROM

FieldHistoryArchive

SO

QL

Resp

onse

Field Audit Trail Queries

Field Audit Trail (GA) with Archive

1. Standard Offering

○ 20 fields/objects

○ Retention for only 18 months

1. Field Audit Trail Add-on

○ Up to 60 fields can be tracked

○ Retention the audit trail for up to 10 years

Field History retention is defined as the number of

months after which it should be archived into the

FieldHistoryArchive object and how long the data

should be retained for.

Set Up Test Data for an Entire Test Class

You can reduce test execution times especially when you’re working

with many records. Test setup methods enable you to create common

test data easily and efficiently. By setting up records once for the class,

you don’t need to re-create records for each test method. If a test class

contains a test setup method, the testing framework executes the test

setup method first, before any test method in the class. Records that

are created in a test setup method are available to all test methods in

the test class and are rolled back at the end of test class execution.

@testSetup

static void methodName()

{

}

#forcewebinar Challenge Yourself! http://developer.salesforce.com/trailhead

• Interactive learning paths

• Earn badges and points

• Declarative and Programmatic

BRAND NEW! Introducing Trailhead

One Click Update (http://goo.gl/cLH5WN)

By Satrang Technologies

This app allows you to quickly update records with just one click.

Without clicking on Edit or Save button, Picklist fields can be edited &

updated in just one click. Easy and efficient app for everyone including

Sales and Customer Service reps.

Q&A

Thank You