Winter15 Release Webinar Deck
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Salesforce Release Webinar Winter 15 Clive Platt,Service Manager www.linkedin.com/in/ cliveplatt Keir Bowden, Chief Technical Officer www.linkedin.com/in/ keirbowden @bob_buzzard Problems with the webinar software? Email [email protected]
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Slide deck from BrightGen's Winter 15 webinar, which took place on October 1st.
Transcript of Winter15 Release Webinar Deck
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 [email protected]
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
