The document provides an overview and summary of enhancements in Salesforce Summer '14, including: - Enhancements to Salesforce1 such as drilling to reports from dashboards and publisher actions showing when Chatter is disabled. - New features for Chatter such as topics in Salesforce1 and record and engagement reports for files. - Improvements to communities like the new engagement console and reputation levels. - Security enhancements such as increased password requirements and automatic logout on session timeout. - Additional changes to files, setup, analytics, and customization capabilities.

1. Highlights of Summer ’14
Marc Baizman
Customer Success Manager
Salesforce.comFoundation

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5. www.salesforce.com/customer-resources/releases/summer14/
“The Official Release Notes”

6. When are you getting Summer ’14?
General Enhancements
Mobile
Chatter
Salesforce Files
Sales Cloud
Service Cloud
Analytics
Force.com
Additional Resources
Agenda

7. When are you getting Summer ’14?
Friday, 7/18
EU0, EU1, EU2, EU3, NA0, NA2, NA3, NA4, NA5, NA10,
NA11, NA12, NA13, NA14, NA15, NA16, NA19, NA20
Saturday, 7/19
AP0, AP1, CS1, CS2, CS6, CS8, CS10, CS16, CS18

8. General Enhancements

9.  Size Limits
– Attachments increasedfrom 5 MB to 25 MB
– Incoming email messages increasedfrom 10MB to 25MB
 New fieldsfor Middle Name and Suffixon Contacts, Leads and Users
– Contact salesforce.comCustomer Support to enable the new fields
 Salesforce notification banner
– Appears on all pages for accounts, contacts, dashboards, and the setup menu
– Dismiss the banner by clicking X on the banner
– Canbe globally disabled in Setup
What are the General Enhancements to Salesforce?

10. Mobile Enhancements

11.  Official supportfor browser pairings
– BlackBerry Browser on BlackBerry Z10 devices with BlackBerry OS 10.2 or later
– GoodAccess secure mobile browser on Android phones with Android 4.2 or later and on Apple iOS7
devices
 Additional data visible in Salesforce1
– All customobjects with a tab in the full Salesforce site
– All list views for an object, not just your most recently accessedlists (with sorting too)
– Campaign Members, Knowledge articles, Work.comCoaching, Goals, and Skills
 Drill to a report from a dashboard
 Today
– Import an event from phone to calendar; shows in the left nav of Salesforce1
– Add new contacts from phone
 Feed Enhancements
– Searchwithin the main feed to find specific information you need
– View feed posts organized by topic from the Recent section
 Publisher Actionsshow even if Chatter is disabled
What are the Enhancements to Salesforce1?

12.  Users cannow drill right to a report from a dashboard simply by tapping on the dashboard.
What are the Enhancements to Salesforce1? (cont.)
Tap on chart
to view report
Underlying
report can be
viewed Tap on
column
header to sort
Swipe right to
view more
columns
CUSTOMER IDEA:Drill to Report and Recordwas
submitted by a customer via the Idea Exchange.

13. Salesforce Chatter
Enhancements

14.  Search for and add topics, and view the topic feed in the Salesforce1 mobile app
What are the Enhancements to Chatter Topics?
Topics in S1
Menu
Topics in S1
Search
Topic Page
Topics on
Feed Items

15. What are the Enhancements to Chatter Topics? (cont.)
 A new Records tab displays all records assigned with
a specific topic.
- If you don’t see a Records tab for a particular topic,
the topic hasn’t been added to any records.
 Search feeds on Topic detail pages to quickly find
the information you’re looking for.
Tips & Tricks: To enable topics for
additional objects, within Setup go to
Customize | Topics | Topics for Objects

16. What are the Chatter Enhancements?
 Enable Chatter for a subset of your users, instead of all users in your organization, using custom profiles
or permission sets.
Control access on
custom profiles
Control access with
permission sets
CUSTOMER IDEA:Profile Based Rollouts was
submitted by a customer via the Idea Exchange.

17. Salesforce Files

18. Salesforce FilesSync makes file management, syncing, sharing, and versioning easier than ever.
 Setup | Customize | Chatter | Settings | Edit | Allow File Sync.
What is Salesforce Files Sync?
Easily sync files
across all
devices
Easily share files
into Chatter
groups or
records.
Easily work with
colleagues to
iterate and
improve content.

19. A synced file will appear everywhere, across all devices. Need to download the client to sync with desktop.
What is Salesforce Files Sync? (cont.)
NOTE:Download and install the Salesforce Files client so you can sync files
between your desktop, Chatter, and mobile devices.

20.  Two new standard reports: Engagement report and Download report
– Allows you to report on Chatter files
The File downloads report
shows you the number of
downloads a file has had and
by which users
The Engagementreport shows you the
Chatter engagement on your report,
such as Posts, Likes, Shares, etc.
Navigate directly
to the
Engagement
report from the
file detail page
What are the Additional Files Enhancements?

21. Communities
Enhancements

22. What are the Enhancements to Communities?
Summer ’14 brings the new CommunityEngagement Console, a central place for Community Managers to
monitor the health of their community and its members.
Several Community
dashboards
available
Trending Community
reports
One-clickaccessto the
Engagement Console for
Community Managers
Admins can update the
dashboards used in the
Engagement Console
NOTE: To be a community manager
and use the Community
Engagement Console, a user must
have either the Manage
Communities or Create and
Customize Communities
permission, and must be an
employee of your organization.
CUSTOMER IDEA:Engagement
Console was submitted by a customer
via the Idea Exchange.

23. Community managers can set reputation levels, which allow community members to achieve a reputation level
basedon points earned from posts.
What are the Enhancements to Communities? (cont.)
Levelscan be
defined with
point ranges
Default level icons
can be overridden
with custom css
Level names
can be
renamed
Chatter actions
can be assigned
point values
Reputation level
displayedon profile
CUSTOMER
IDEA:
Reputation was
submitted by a
customer via the
Idea Exchange.

24. Open up access to your community content with public chatter groups that don’t require login, so you can engage
users who might not join otherwise.
What are the Enhancements to Communities? (cont.)
New community-
specific preferences
to enable access

25. Sales Cloud
Enhancements

26. What are the Enhancements to the Sales Cloud? The list of publisher
actions is configurable
Each action layout is
customizable to
show/hide specific fields
Actions are
available on ANY
object type
Users get accessto Help
documentation coveringSide Panel
functionality
 Salesforce for Outlook Side
Panel
– Available in all editions
– Can use Publisher Actions
– Link to User Help

27.  Join the User object to the ActivityRelationships object to report on user activity relationships in a Custom
Report Type.
Join User object
to new Activity
Relationships
object
Summarize by
User and see their
meetings and
meeting details
What are the Enhancements to Activities? (cont.)

28.  ActivityDate and ActivityDateTime fields are now available in custom formula fields and validation rules.
What are the Enhancements to Activities?
ActivityDate
available for a
validationrule

29. Service Cloud
Enhancements

30. What are the Enhancements to Case Feed?
From the Case Feed
Page Layout, Admins
can enable full-width
feed.
The default state is
collapsed. The publisher
labels now toggle the
collapsed/expandedstate
each time they are clicked.
Performingthe Quick Action
will automatically collapse
the publisher.
Milestone Tracker
and Case Topics
can now be addedAn email publisher
is now available on
the Case page

31.  Using a Community Template,
designers or contributors can
set up Knowledge for Self-
Service (beta) or Casesfor
Self-Service (beta),
empowering end users to find
the answers to their questions
without having to contact
support agents
What is “Community Templates for Self-Service?”
DEFINITION: Community Templates for Self-Service (Beta) lets you build, brand, and deploy
responsive self-service customer support sites that look great on any device.
1. Specify
whether you are
a designer or a
contributor
3. Switch between
Design and Live Modes
4. Preview and
Publish any changes
you make2. View Site on
desktop, tablet, and
phone modes

32. What is “Community Templates for Self-Service?” (cont.)
Desktop Design
Tablet Design
Mobile OptimizedDesign
NOTE:This view reflects the end user perspective of the Knowledge Self-Service site.
Data Category
Navigation Data Categories
Search
Content
Block

33. What are the Enhancements to Service Communities?
 WithChatter Questions(beta), users canquickly
view similar questions and articles as they enter their
question, without switching context. We use these in
the HUB!
 Chatter questions helps reduce duplicate content in
your community by showing similar questions
before your users ask their question.
 Choose to show relevant knowledgearticlesas
users type their questions in Chatter.
– Users canselect the best answer to a question,
which then shows to future people asking a similar
question.

34. Analytics Enhancements

35. What are the Enhancements to Analytics?
 Pin report folders as favorites so you can
quickly access the data you need.
 Via Setup | Data Management use Mass delete
reports to mass delete public reports that you no
longer need.
Click the drop
down menu to pin
your favorite
folders to the top of
the folder tree
Filtering
criteria to find
reports
Selectthe reports
you want to remove
and click Delete to
remove them
CUSTOMER IDEA:Pin Folders and Mass Delete Public Reports
were submitted by a customer via the Idea Exchange.

36. WithSummer ’14, you can now track lookup field history, rather than just fields that belong to the current object.
What are the Enhancements to Analytics? (cont.)
Here you see a lookup
to the Opportunity
object
Admin can selectthis
lookup field on
Opportunity to be
trended
The report showsthe
change in lookup
value between two
data points

37. Summer ’14 introduces the Dashboard API,
allowing you to retrieve and refreshdashboards
using the REST based Analytics API.
Dashboards canbe:
 Embedded anywhere, like high definition
TVs, or in a Public portal.
 Refreshedas often as every minute.
 Combined with a chart engine of your choice
to create customized, branded dashboards.
What are the Enhancements to Analytics? (cont.)
CUSTOMER IDEA:
DashboardAPI was submitted
by a customer via the Idea
Exchange.

38. Force.com Customization
Enhancements

39.  Whencreating new apps on the Salesforce platform, it’s now possible to control which features users get at a
granular level using custompermissions.
What is Custom Permissions?
DEFINITION: Custom permissions enables developers to easily create custom permissions on
profiles and permission sets that Administrators can easily assign to users.
Declaratively Assign Custom
Permissions on Profiles and
PermissionSets
Declaratively
define custom
permissions in
Setup
CUSTOMER IDEA: Custom Permissions was submitted
by a customer via the Idea Exchange.

40.  Publisher Actions show in the Salesforce1
mobile browser app even when Chatter is
disabled.
– Canbe createdand added to the Publisher
Actions sectionin object page layouts.
What are the Enhancements to Publisher Actions?
NOTE: Publisher Actions with Chatter
disabled will only show in the
Salesforce1 mobile browser app.
No Chatter
Feed!
No Chatter
Actions!

41. What are the Enhancements to Setup?
1.) Typing text here narrows
down the Setup tree to the
matchingSetup pages …
Filters
NOTE:It might take a few weeks before
your organization’s setup data is indexed
and searchable. Be patient!
2.) Pressing Enter in the sidebar searches for “exp”across all of the
org’s custom field definitions, custom object definitions, public
groups, permission sets,profiles, roles,and users.

42.  Previously, administrators could limit user password reuse by selecting an option of up to 15
passwords remembered in an organization’s history. Now administrators can select up to 24
passwords remembered.
 Administrators could previously require minimum password lengths of up to 10 characters but can
now require a 12 character minimumlength.
 Admins can require uppercase and lowercase letters (beforeit was just alpha characters,
regardless of case).
 Previously administrators could require a maximum lifetime for a password, such as 90 days. Now
administrators can also require that password lifetimes be a minimum of one day.
 Prevent unwanted access to your organization using the Force logout on sessiontimeout session
setting, where the page gets automatically redirectedto the login page once a sessiontimes out, so
whatever was on the screenis no longer visible.
 Developer Edition organizations now get 10 IdentityConnectpermission setlicenses for testing
and development.
What are the Enhancements to Security?

43.  Power of Us HUB Online Community
– http://powerofus.salesforcefoundation.org/
 Attend our Weekly Office Hours (Fridays at 12PM ET / 9AM PT)
– https://powerofus.force.com/articles/Resource/Salesforce-com-Foundation-
Weekly-Office-Hours
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– http://www.salesforcefoundation.org/events/
 Get More Help
– http://www.salesforcefoundation.org/help/
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