Summer 13

Salesforce Release Webinar

Clive  Pla),Service  Manager  www.linkedin.com/in/clivepla)  

Keir  Bowden,  Chief  Technical  Officer  www.linkedin.com/in/keirbowden  @bob_buzzard  

Agenda

•  Salesforce Summer 13 Release –  Chatter –  Price Books –  Ideas –  Dashboards –  Platform –  Communities

•  Q&A

Summer 13 Release

Chatter

Publisher Actions

•  Replaces chatter tasks

•  Add actions to publisher

•  Control layout

•  Create or custom

Create Actions

•  Create record from feed

•  Choose fields

•  Respects rules

•  Object or global

Custom Actions

•  Visualforce pages

•  Custom functionality

•  Object or global

Topics

•  Upgrades hashtag topics (#)

•  Add or edit at any time

•  Add description

•  Post from topic feed

Topics

Chatter Other

•  Find in feed

•  Email replies –  (un)follow

–  Unlike

–  Bookmark

Price Books

Price Books

•  Standard tab

•  Custom fields

•  Page layouts

•  Triggers

•  Validation rules

Ideas

Ideas

•  Communities = zones

•  Order custom fields

•  Comment triggers

•  Add attachments

Ideas - Reputation

•  Award points for:

–  Creating ideas

–  Receiving comments

–  Receiving upvotes

–  Making comments

Dashboards

Dashboards - Sharing

•  Per-user folder sharing –  Viewer –  Editor

–  Manager

•  Requires configuration

•  Can be reverted

Dashboards - Touch

•  Available in iPhone

–  Swipe between components

–  Search

–  Refresh

Dashboards - Other

•  Sticky filters

–  Retains your filter value

•  View in communities

–  Not high volume licenses

Platform

Platform

•  Owner fields in formula

Platform

•  Checkbox formula

•  Approval process in change set

•  Record types in permission set

Platform

•  Sandbox templates

•  Custom settings to sandbox

•  User references in deployment

•  Test methods in test classes

Setup UI

Setup UI •  Personal and organization

•  Organization – admins

•  Personal – all users

•  Turn on (and off!)

Setup UI

Communities

Communities

•  Replaces portals

•  Includes chatter

•  Mobile access via touch

•  Branding through configuration

Communities

•  Force.com and site.com site

•  Customer community – B2C

•  Partner community – B2B

•  Migrating BrightGen customer portal

More Information

•  http://bit.ly/ftjmjt

•  Release notes

•  Feature videos

•  Training

Contact Us

•  www.brightgen.com •  sales@brightgen.com •  01376 520578 •  @brightgen •  facebook.com/BrightGen