Summer’15 release overview

Rakesh Gupta Salesforce MVP rakeshistom@gmail.com @rakeshistom

Mumbai User Group – May Meetup

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Agenda 6:30 – 6:45 Introduction 6:45 – 8:00 Summer’15 release overview (By Rakesh Gupta, Salesforce MVP) 8:00 – 8:15 Break 8:15 – 8:30 Trivia! 8:30 – 8:45 Drinks & networking

Introduction

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Summer’15 release Overview

1. Ability to convert leads to Contact from Salesforce1 app (Generally Available)

Now Sales reps can convert, qualified leads to contacts and create opportunities on the fly which helps sales reps to grow their revenue pipeline. When sales reps use Salesforce1 to convert leads to existing contacts, they can choose to keep lead sources from the existing contacts or replace the lead sources with the ones from the converted leads. This option is available in all versions of Salesforce1. To enable this feature follow the path Setup | Build | Customize | Leads | Settings and select Enable Conversions on the Salesforce1 App check-box as shown in the following screenshot

2. Data Loader for Mac

The Data Loader, an easy-to-use graphical tool that helps you import, export, update, and delete Salesforce data, is now available for Mac OS X. To download the Mac version of Data Loader follow the path Setup | Administer | Data Management | Data Loader

3. Edit Feed Posts and Comments

Now you can edit your own feed posts. Record owners can edit any post on records they own, no matter who created the post. Administrators can edit posts and grant editing rights to specific individuals. To enable this feature follow the path Setup | Build | Customize | Chatter | Settings and select Allow users to edit posts and comments check-box, please see the following screenshot for more details

4. Increased character limit for Chatter group information field

The character limit for the Information field in groups is now increased to 4,000 characters. The previous limit was 1,000 characters. This increase in characters allows you to share more information with group members and non members looking for details on the group page.

5. Choose the Logout Page for Salesforce Users

Now you can direct users to a specific logout destination that maintains your own branding experience after they log out of Salesforce or, send them to a specific authentication provider’s page. To enable this service follow the path Setup | Administer | Security Controls | Session Settings, navigate to Logout Page Settings section and set the Logout URL of the custom logout page.

6. Enforce login IP ranges on every request

The Enforce login IP ranges on every request Session Settings option restricts the IP addresses from which users can access Salesforce to only the IP addresses defined in Login IP Ranges. To enable this service follow the path Setup | Administer | Security Controls | Session Settings, and select Enforce login IP ranges on every request check-box, as shown in the following screenshot

7. Administrators Can Log in as Any User

Administrators with Modify All Data permission and delegated administrators with View Setup and Configuration permission can log in as any user without asking end users to grant access. Previously, this option was available only if Salesforce enabled the Administrators Can Log in as Any User setting for your organization. To enable this service follow the path Setup | Administer | Security Controls | Login Acces Policies and select Administrators Can Log in as Any User check-box, as shown in the following screenshot

8. Merge, Rename, or Delete Topics in Communities

As the number of topics in your community grows, curate them to improve usability. In Community Management, you can merge, rename, and delete topics in one convenient location. After Summer’15 release, topic merging is fully featured, now including topic-following and endorsement data.

9. Setup Assistant for Newly Activated Organizations

Its help you to complete basic configurations and get critical sales data into Salesforce, so you can get your sales teams up and running quickly. Setup Assistant helps you import data and customize your sales stages all through easy-to-use wizards. And we’ve included helpful videos to get you and your teams on the way to increasing sales in Salesforce. For the first ninety days in newly activated Salesforce organizations, you see a prompt to get you started

10. View Query Plan Notes in Developer Console

You can now view notes on your query plans in the Developer Console’s Query Editor. Salesforce displays all notes that are available for your highest-ranked query plan. To enable the Query Plan button in the Query Editor, click on Help | Preferences, set Enable Query Plan to true, and then click Save. The Notes pane displays in your Query Plan results

11. Choose Which Tests to Run in a Deployment

Test levels enable you to have more control over which tests are run in a deployment. To shorten deployment time to production, run a subset of tests when deploying Apex components. As part of this change, the runAllTests deployment option is now replaced with testLevel. You can choose which tests to run in a deployment by setting the desired test level.

11. Choose Which Tests to Run in a Deployment (Continue…)

Considerations for Running Specific Tests • You can only specify test classes. You can’t specify individual test methods.

• We recommend that you refactor test classes to include the minimum number of tests

that meet code coverage requirements. Refactoring your test classes can contribute to shorter test execution times, and as a result, shorter deployment times.

• You can deactivate a trigger in the target organization by deploying it with an inactive state. However, the trigger must have been previously deployed with an active state.

• When no test level is specified in the deployment options, the default test execution behaviour depends on the contents of your deployment package. When deploying to production, all tests, except those that originate from managed packages, are executed if your deployment package contains Apex classes or triggers. If your package doesn’t contain Apex components, no tests are run by default.

12. Visual Workflow Enhancements

A) Verify Picklist Values in a Flow :- You can now create flow variables to represent picklist or Multi-Select Picklist values. Salesforce also added support for the ISPICKVAL() function in flow formulas.

12. Visual Workflow Enhancements (Continue..)

B) Reference Global Variables in a Flow :- Visual Workflow now supports a subset of Salesforce global variables. Reference a global variable to access information about your organization or the user who’s running flow without using a query. Previously, you could access some of this information through lookup elements. However, unlike lookup elements, global variables don’t count against SOQL query limits. To add a global variable to a flow formula, open the Resources drop-down list and expand the SYSTEM GLOBAL VARIABLES section, as shown in the following screenshot

12. Visual Workflow Enhancements (Continue..)

C) Immediately Delete a Flow Version :- After you deactivate a flow version, you no longer have to wait 12 hours before you delete can it. Now you can delete a flow version as long as it isn’t active and doesn’t have paused or waiting interviews. If a flow version has paused or waiting interviews, wait for those interviews to finish or delete them.

13. Process builder Enhancements

A) Compare and Return Values in Formulas :- Use newly supported functions to compare and return values in the Process Builder. These new functions are now available to use in formulas.

• INCLUDES • ISCHANGED • ISNEW • ISPICKVAL • PRIORVALUE

B) Compare and Return Values in Formulas :- After you deactivate a process, you no

longer have to wait 12 hours before you delete it. Now you can delete a process, as long as it:

• Isn’t active • Doesn’t have any pending scheduled actions

13. Process builder Enhancements (Continue…)

C) Define Additional Conditions When Updating Records :- When you update records in your process, you can now filter the records you’re updating using conditions. To add conditions in an Update Records action, please checkout the following screenshot

13. Process builder Enhancements (Continue…)

D) Update Fields Using Formulas and Date Functions:- When your process updates fields, you can now use formulas and date functions as the value, as shown in the following screenshot

E) Use Multi-Select Picklists in More Places:- Previously, multi-select picklists were supported only when creating and updating records. Now you can also use multi-select picklists in process criteria, formulas, and quick actions.

14. See Which Apps, Tabs, and Objects Count Toward Organization Limits

The number of custom apps, tabs, and objects that you can create or install in your organization depends on your edition and set of products purchased. You can now easily track how many you’ve used in your installed packages and how close you are to the limit for each.

15. Customize Actions in the Salesforce1 Action Bar

Now you can assign a different set of actions in the Salesforce1 mobile app than you have in Salesforce. For all of the Salesforce1 apps, you can customize the selection and order of quick actions, productivity actions, and standard and custom buttons, in the action bar and for list item actions, on an object-by-object basis.

16. Salesforce1 Enhancements

A) Receive In-App Notifications about Posts to Groups :- If Salesforce1 in-app notifications is enabled for your organization then mobile users can learn about new posts in groups they’re members of even if they aren’t specifically mentioned with a new in-app notification type for all versions of Salesforce1. Mentions and new comments in group feeds don’t trigger notifications.

B) Add Multiple Topics to a Post:- While adding topics to posts, Salesforce1 mobile browser app users can quickly separate multiple topic names with commas or the Tab key.

C) Increase Productivity with Rich Text Meeting Notes (Beta):- Notes is an enhanced version of the original Salesforce note-taking tool that lets your mobile users take better notes faster. Notes is available in the Salesforce1 mobile browser app (except on BlackBerry devices), the Salesforce1 downloadable app for Android and iOS devices.

16. Salesforce1 Enhancements (Continue…)

D) Manage Group Members from Related Lists :- After Summer’15 release group owners and managers can do more to manage group members directly from Members related lists using Salesforce1. Swipe left on a name to remove the member or change their role from member to manager. E) Key Fields Automatically Update When Changing an Opportunity’s Stage:- Updating the sales stage, either in the Opportunity record or the Sales Path, automatically updates the Forecast Category and Probability %. Previously, users needed to manually refresh the page for these fields to update. F) Mobile Dashboards for iPad App No Longer Supported :- With the Summer’15 release, the Mobile Dashboards for iPad app will be removed from the App Store and will no longer be supported by Salesforce. G) New Reporting REST API Resources :- You can now save, clone, and delete reports, and delete dashboards using the new Reporting REST API resources.

Break

Trivia!

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Thank You