Slide deck from the BrightGen Salesforce Spring 14 Release Webinar. Covers the following topics: - Salesforce1 - Chatter - Forecasting - Orders - Repeat tasks - Analytics - Platform

1. Salesforce Release Webinar
Spring 14
Clive Platt,Service Manager
www.linkedin.com/in/cliveplatt
Keir Bowden, CTO
www.linkedin.com/in/keirbowden
@bob_buzzard
Problems with the webinar software?
Email cliveplatt@brightgen.com

2. Agenda• Salesforce Spring 14 Release
• Salesforce1
• Chatter
• Forecasting
• Orders
• Repeat Tasks
• Analytics
• Platform
• Elevate London
• Q&A

3. Spring 14 Release

4. Salesforce1

5. Communities
• Community access supported
• HTML5 application only
• Brandable
• <communuity_url>/one/one.app

6. Notifications
In AppPush

7. Notifications
• Task assigned (in-app/push)
• Profile post/comment on post (push)
• Communities notifications
• Full or minimal content – iOS only

8. Groups
• Create groups
• Create group members
• Edit group details
• View announcements

9. Groups

10. Files – Preview in Feed

11. Chatter

12. Topics
• Endorse people for topics
• Email notification on endorsement
• Top 3 people displayed
• Can opt out

13. Endorsing

14. Email Branding
• Sender’s name
• Sender’s email
• Footer text
• Footer image

15. Email Branding

16. Email to Group
• Must be enabled
• ‘Post by email’ on detail page
• Click to open email client
• Save email address in client

17. Group
Announcements
• New publisher action
• Displays on group page
• Includes expiry date

18. Forecasting

19. Forecasting
• Customizable forecasting is no longer in
development
• Efforts will be focused on collaborative
forecasting

20. Multiple Forecast
Types
• Opportunity revenue / quantity / both
• Opportunity splits based on revenue
• Product families revenue / quantity / both

21. Forecast Reporting
• Managers can filter by forecast type
• Managers can filter by direct reports

22. Orders

23. Topics
• Must be enabled
• Follow the account sharing model
• New user permissions
• Support order products

24. Orders
• Supports reductions
• Standard or custom list views
• Supports reports
• Choose a Contract Report including orders

25. Repeat Tasks

26. Repeat Tasks
• Alternative to recurring tasks
• Not tied to a specific date
• Next task created when needed
• Demo ...

27. Analytics

28. Analytics API
• Now available in Apex
• Execute report and access results
• Synchronous or asynchronous
• Limits and restrictions

29. Reporting
Enhancements
• Sort group levels independently
• Floating headers
• Demo ...

30. Platform

31. Feed Based
Page Layouts
• Tabbed layout
• One tab for feed
• One tab for record details
• Not all objects!
• Demo ...

32. Mass Assign
Permission Sets
• Add or remove permission set
• Only assigns to valid users
• Max 1000 users
• Demo ...

33. Autonumbers
in Tests
• Stop tests consuming autonumbers
• Remove gaps in sequence
• Requires setup
• Not a silver bullet!

34. More information
• http://bit.ly/1cSGUyv
• Release notes
• Feature videos
• Training

35. Elevate

36. Elevate
• One day FREE developer workshop
• 21st March
• Beginner, Advanced, Mobile Tracks
• Mobile co-presented by BrightGen
• Sign up at: http://bit.ly/1cqcvhP

37. Q&A

38. Thank You