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Slide deck from the Winter 13 Salesforce release webinar conducted by BrightGen.
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BrightGen's Winter 14 Salesforce Release Webinar
1.
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
2.
Agenda • Salesforce Winter
14 Release – Chatter – Console for Sales – Price Books – Knowledge – Ideas – Analytics – Platform • Q&A
3.
Winter 14 Release
4.
Chatter
5.
Chatter - Groups •
Publisher Actions • @mention groups • Archiving
6.
Chatter - Topics •
Feed Tracking + Follow • Permissions • Merging
7.
Chatter - Other •
Combined filter/sort • Increased post/ comment size
8.
Chatter - Other •
Tabbed profile interface – Separates feed from information • Thanks
9.
Console for Sales
10.
Console for Sales •
Tabbed interface • Records and related items • Quickly log a call • Paid license
11.
Price Books
12.
Price Books • Lookup
supported – Other records can lookup to price book • Search Layouts
13.
Knowledge
14.
Knowledge • Salesforce users
can view articles – No license required! • New custom field types
15.
Knowledge • Chatter feed
on article from draft • Play videos in article – Requires configuration – Requires Visualforce page
16.
Knowledge One • Replaces articles
tab • Requires configuration
17.
Ideas
18.
Ideas • View user
activities in chatter profile • Requires configuration
19.
Ideas • Like a
comment • Total likes • Unlike later
20.
Analytics
21.
Historical Trend Reporting
22.
Analytics • Embed report
charts in record view • Show/hide role hierarchy • Restrict list view creation
23.
Setup, Security, Platform
24.
Setup • Freeze user
accounts • Advanced setup search • Workflow for user object
25.
Sharing • User sharing
is GA • Description field on sharing rules
26.
Manager Groups Sales Director
Sales Manager Sales Agent
27.
Manager Groups • Must
be enabled by Salesforce • Requires configuration • Manager field on User record
28.
Security • Two Factor
Authentication • High assurance dashboards/apps • Branded login page
29.
Platform • Sandboxes naming
and storage • Change Sets • Edit Static Resources – JS, XML, CSS, txt – Developer console only
30.
More Information • http://bit.ly/12EBxCs •
Release notes • Feature videos • Training
31.
Q&A
32.
Contact Us • www.brightgen.com •
sales@brightgen.com • 01376 520578 • @brightgen • facebook.com/BrightGen
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