Salesforce release notes

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Presentation Content

• General Enhancements• Mobile• Chatter• Communities• Sales• Service• Analytics• Force.com Customization• Force.com Development

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General Enhancements

Attach Larger Files, Up to 25 MB, to Objects

The size limit for attachments to objects has been increased from 5 MB to 25 MB. Collaborate more easily with larger attachments to cases, accounts, orders, and other objects.

Receive Incoming Emails of up to 25 MB

The size limit for incoming email messages has been increased from 10 MB to 25 MB

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General Enhancements

Salesforce Notification Banner

The Salesforce Banner is an announcement banner that appears on some pages.

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General Enhancements

Improved Previews for Microsoft PowerPoint® (.pptx)

Presentations

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General Enhancements

Updates to Translated Terminology (Russian included).

Middle Name and Suffix Fields Available for Person Objects

The Middle Name and Suffix fields are available for the following person objects: Contact, Lead, Person Account, and User.

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General Enhancements

Increased App Limits with Expansion Pack (for Professional Edition) and Unlimited Apps Pack (for Enterprise Edition)

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Salesforce1

Users can stay up to date on their most important records, activities, conversations, and dashboards while out of the office.

The Salesforce1 app doesn’t have all of the functionality of the full Salesforce site, and in some cases includes features that

aren’t available in the full site

Mobile

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Salesforce1

Users can stay up to date on their most important records, activities, conversations, and dashboards while out of the office.

The Salesforce1 app doesn’t have all of the functionality of the full Salesforce site, and in some cases includes features that

aren’t available in the full site

Mobile

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SalesforceA

Salesforce administrators can manage users and view information for Salesforce organizations from mobile devices.

Mobile

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Users can install a desktop client called Salesforce Files for securely store, sync, and share files between Chatter, their desktops, and mobile devices.

You can see how many times a file has been downloaded, shared, liked, and commented on from the File Detail Page.

Chatter

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See associated records like accounts and leads in the context of a topic's description, feed, and knowledgeable users.

Chatter

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Feeds Profile-Based Rollout

of Chatter (Generally Available)

Add Action Links to Posts (Pilot)

Ask Questions in the Feed with Chatter Questions (Beta)

Chatter

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Community Engagement Console

Communities

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Reputation

You can take advantage of a new, easy-to-use reputation system that builds on our existing gamification capabilities. Simply use the default levels and point values that appear when you enable reputation, or customize them to meet your needs.

Communities

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Opportunities and Collaborative Forecasts

You can now fully customize opportunity splits and add custom split types to better match your business model. We’ve also improved your ability to accurately predict outcomes across sales teams and product lines, increased flexibility around how sales teams work with forecasts, and made it easier to view opportunity splits information within a forecast.

Sales

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Track and Predict Revenue from Custom Opportunity Fields

Now, your sales teams can forecast on custom currency fields on opportunities.

Sales

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Track and Predict Revenue from Custom Opportunity Fields

Now, your sales teams can forecast on custom currency fields on opportunities.

1. Anna owns this opportunity

2. The custom Annual Contract Value field

Sales

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Territory Management 2.0 lets you model your sales territories into a logical and flexible structure that connects sales reps to the accounts they sell to.

Sales

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Now all Salesforce for Outlook users have access to the side panel.

Sales

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Now users can create events on the Home tab, the Chatter tab, and record detail pages, without administrator setup.

Sales

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Now you can include the date or the date and time of an activity in a custom formula field or a validation rule. Set a validation rule based on the due date of an event or a task, or track sales reps’ appointments or approaching task due dates.

Sales

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Now your sales managers can get more insight into which customers sales reps are spending their time with. To create a custom report on sales reps’ meetings with leads and contacts, relate the User object to the new Activity Relationship object.

Sales

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In custom reports on activity relationships, now you can include details including related contacts and accounts, invitees, and task status. These fields are now available for reports:

• Is Parent

• Is What

• Is Invitee

• Date Responded

• Invitee Status

• Invitee Comment

Sales

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We’ve added the fields Related To and Status to the task lists on the Home tab and in the calendar day view. Users can now see the account, opportunity, or other record a task is related to, and the task’s status.

Sales

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Administrators can customize price book entries in the user interface.

• Easier integration: You can now create a custom field to store an external ID in each price book entry record according to business logic.

• Data quality: You can now improved the data quality of price book entry records by preventing users from saving incorrect data through the use of validation rules.

• More control: To address the business needs of your different business units, you can create multiple page layouts to control the fields that users see on price book entry detail and edit pages

Sales

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Automatically create an order with order products from an opportunity or quote. You can also generate and relate the order to a contract.

1. Generate Orders.

2. Generate the order from a custom button or from a workflow rule, for example when the Stage is set to Closed Won.

Sales

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Users can add or remove skills on their Chatter profile page or on record detail pages, and other users can endorse those skills. Use the global search bar to search for experts with specific skills.

Work.com

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The following Work.com objects now support triggers and workflow.

Work.com

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Service

1. Resizable highlights panel.

2. Collapsible publisher.

3. Full-width feed.

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Service1. When agents enter an email address that matches one contact, the address appears as a button with the contact’s name.

2. Agents can copy and paste multiple email addresses separated by spaces or commas.

3. When agents enter an email address that matches multiple contacts, the address appears as a button.

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Service

Receive Larger Emails with On-Demand Email-to-Case

The size limit for email messages that come in through On-Demand Email-to-Case had been increased from 10MB to 25MB, so customers can now send longer emails and more attachments.

The 25MB per message limit applies to the entire message: the headers, the body, all attachments, and the encoding.

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Service

Community Templates for Self-Service lets you build, brand, and deploy self-service customer support sites that look great on any device.

1. Kokua template.

2. Koa template.

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ServiceKnowledge

With the new code sample button, knowledge base authors can add code samples in the rich text editor without worrying about tricky formatting.

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Service

Give Live Agent customers the ability to upload and transfer files to agents during a chat so they can easily share important information without leaving their chat window.

Agents can now transfer chats to chat button queues. This increases the chance of connecting a customer with an agent who can answer the customer’s question.

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Service

The Live Agent articles tool has been replaced with the improved Knowledge One widget to give your agents better access to articles they can share with their chat customers.

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ServiceRelated Lists as Console Components

Add related lists to the sidebars of a Salesforce console to display relevant information next to specific pages. For example, add related lists to a console’s sidebar on accounts to show relevant information without scrolling:

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Service

Ask questions and get answers in Chatter with Chatter Questions. Social Customer Service allows you to respond to your customers via social

networks and capture important case information

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ServiceModeration for Social Customer Service

Now agents can manually triage social posts instead of automatically creating or updating a case for each new post, thus focusing on real customer issues and avoiding unnecessary open cases.

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Analytics

The REST-based Analytics Dashboards API gives you programmatic access to your Salesforce dashboards. You can easily

integrate dashboard data into any web or mobile application, inside or outside the Salesforce platform.

The Dashboards API enables you to:

• Retrieve a list of recently used dashboards

• Get metadata, data, and status for a specified dashboard

• Trigger a dashboard refresh

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Analytics

Historical trending comes with a new custom report type designed to highlight forecast changes between five snapshot dates,

such as five business days or five business weeks. You can visually represent the data changes in charts and on dashboards.

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Analytics

Keep Favorite Report Folders In View

Navigating to the report you want on the Reports tab can be a bother when the folder pane contains many report and dashboard

folders. Now users can pin their most-used report and dashboard folders to the top of the folder list so they don’t have to scroll

down every time.

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Force.com Customization

Create custom permissions to give users access to custom processes or apps.

Custom permissions give you a way to provide access to custom processes or apps. After you’ve created a custom permission and associated it with a process or app, you can enable the permission in permission sets

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Force.com Customization

General Administration Description Field Added to Login IP Ranges Limit Raised for External IDs More Specific Permissions for Managing Users

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Force.com Customization

Customize Feed-Based Page Layouts in New Ways

Expand the feed horizontally and automatically collapse the publisher when it’s not in use so users can see more information at a glance when they work with records.

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Force.com Customization

Workflow email alerts for the User object can reference fields from the user record that triggered the workflow rule. When creating or editing email templates in Salesforce, the Select Field Type drop-down list now contains the Workflow Target User option.

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Force.com Customization

A new value is available for setting a flow’s sObject variable from a flow trigger workflow action. Enter {!old} to use the most recent previous values of the record that was edited to cause the workflow rule to fire.

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Force.com Customization

A new value is available for setting a flow’s sObject variable from a flow trigger workflow action. Enter {!old} to use the most recent previous values of the record that was edited to cause the workflow rule to fire.

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Thank you for your attention