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Highlights of Summer ’13 Nonprofit & Higher Education

Evan Callahan Force.com Developer Salesforce.com Foundation /add_address

@add_address

in/add_address

What’s new in Summer ’13?

1.  Communities 2.  Chatter Improvements

3.  Salesforce Touch Enhancements

4.  Reorganized Setup Interface

5.  Enhanced Report & Dashboard Sharing

6.  Platform Improvements

7.  Developer Improvements

Salesforce Communities

§  Allow external constituents to join you in the cloud §  Get engaged with your constituents, and get them

connected to one another

§  Portal + social network –  Chatter

–  Q&A –  Knowledge

§  Our Own Community (coming July 15th): The Power of Us Hub

Who is Your Community?

A few examples: §  Grant makers

–  Grantee Community

§  Advocacy –  Issue / Discussion Community

§  Higher Ed Institutions –  Applicant Community

–  Student & Job Placement Community –  Alumni Community

Communities – Chatter at the Core

Communities – Q&A

Communities – Create and Configure

Set Up Your Community

§  Purchase Licenses for Community Users –  Customer Community

–  Partner Community –  Existing portal licenses are equivalent

§  Configure and customize the Community –  Which tabs will you show?

–  Who will you invite? –  Customize with your own branding, Site.com, or Visualforce

§  Invite everyone

§  Be ready to engage with them

Power of Us Hub Demo

Chatter Improvements

§  Chatter Topics –  Helps everyone to categorize chatter posts

–  Provides a page for the discussion of each topic –  Exposes which topics are “trending”

§  Chatter Actions –  Create new objects by posting in the feed

§  Find in Feed –  Search within a chatter feed

The Title of the topic page is displayed in the top left of the page.

People talking shows how many unique Chatter users have talked about this Topic in the last 2 months.

The Description area is provided that can be edited/updated by any user (like a wiki page)

Publisher: Topic Pages will now include a publisher to make it easy for users to post their questions and share content directly on the page.

Add to Favorites: Clicking “Add to Favorites” places it on your Chatter tab in the “Favorites” area so that you can quickly access the topic feed.

Recent Files display a widget that displays the last 3 files that were posted on this Topic.

Groups Talking display a widget that shows the top 3 groups that have recently been talking about this topic.

Chatter Actions

§  Create objects directly in the Feed

Find in Feed

§  Search to find a conversation, comment, or file

A Couple Questions?

Salesforce Touch Improvements

§  Dashboards on iPad and iPhone

§  Communities in Touch

§  Improved contact and task management

Reorganized Setup Interface

The tree’s reorganized top-level headings

Personal Settings Click My Settings to open the new

personal settings interface

There is also a My Settings link on Chatter Profiles

Enhanced Sharing for Reports and Dashboards

Fine-grained sharing for Report and Dashboard folders gives you detailed control over what users can do with folders

–  Viewer access lets you see the data in a report or dashboard

–  Editor access lets you view and modify reports and dashboards within a folder, and move them to and from any other folders

– Manage access gives you all this and more

Platform Improvements

§  Checkboxes in formulas §  Cross-object formulas can see Owner (User) fields

§  State and Country picklists (contact support for beta)

§  Record types assignments via permission sets

§  Management tools for full sandboxes

Checkbox Return Type in Formulas

Checkbox return type is now available when

creating formula fields Formula field can store a boolean value

Formula field appears as a standard checkbox in record detail pages, list views and

reports

CUSTOMER IDEA: Checkbox formula field return type was submitted by a customer via the Idea Exchange.

Owner Fields in Cross-Object Formulas

CUSTOMER IDEA: Owner fields in cross-object formulas was submitted by a customer via the Idea Exchange.

Owner fields are available on Users and also Queues and Calendars (on objects that support them)

This value is coming from the Case Owner’s

record!

State and Country Picklists

§  Will provide consistency and ease of data entry §  You can override our standard state and country lists as

well as create your own

§  There is a tool for updating existing state/country data

§  Has not been tested with NPSP, but we will provide instructions

§  Public Beta – contact support to enable

Record Type Assignments Via Permission Sets

Assign a record type Accessed through

the Object node in permission sets

Permission Sets provide

granular access

Improvements for Developers

§  All-new Developer Console §  Custom settings now copied into developer sandboxes

§  Look for enhancements to: –  Chatter in Apex –  Visualforce Remoting

–  Connected apps (aka Canvas apps)

–  Packaging API – install managed packages via code

§  Apex tests must now be in a separate class

Developer Console

All tabs have been moved to the bottom to create more space

Tab highlighting for easier navigation

Buttons have been moved to the menu bar

Developer Console

§  Code completion!

§  Keyboard shortcuts

Questions?

Learn More! facebook.com/salesforce salesforce.com/newfeatures

salesforcefoundation.org/blogs