Winter ’14 Release Overview

UK Non-Profit User Group

Jim Levi

11th October 2013

Agenda

Full Content is 166 slides – these are (highly) edited highlights

1. Chatter & Communities

2. Knowledge

3. Sales Cloud (ie Foundation Enterprise Edition)

4. Analytics

5. Platform – SetUp & Sandbox Enhancements

6. Salesforce Identity

7. (Performance Edition)

Salesforce Chatter Enhancements

Archive groups that are no longer being used

When deactivated, the publisher is hidden and users can’t create NEW posts or add files.

Archived groups don’t appear in searches for sharing a file or feed post with a group.

Archived groups are still searchable via the feed and global search, and appear in reports.

What are the Chatter Experience Enhancements?

Users can still join/leave a

group, comment on

existing posts, and

mention users

Group Managers

can re-activate the

group

New view to find

archived groups you are

a member of

NOTE: Groups without new feed posts or comments in

the last 90 days will be automatically archived on the

Tuesday following the Winter ‘14 release. If you want to

disable archiving for Chatter groups to have more time

to prepare, it must be done before Tuesday after the

Winter ‘14 release.

CUSTOMER IDEA: Archive Chatter Groups was

submitted by a customer via the Idea Exchange.

Additional rich link providers

The length of posts and comments has been increased to a maximum of 5k characters.

The filter, sort-by ,and find in feed features into one menu

@mention Chatter groups in your posts.

Chatter Messaging Enhancements include:

– Email to Groups (Pilot) let’s users post a status update to a group by sending an email to an email address

displayed on the group page.

– When users click a supported link in a Chatter email on an iOS device, they will be redirected to the iOS app

if the app is installed on their device.

– Mobile friendly email templates are being updated to look better on mobile devices.

– Private messages are now covered in Connect API.

What are the Chatter Experience Enhancements? (cont.)

The following new providers are

supported for rich link previews: Hulu,

Brightcove, vidyard, Ustream,

xStranormal, Twitpics, G+, LinkedIn,

Twitter, The Verge, BBC.uk, BBC.com,

Gizmodo, Gawker, Vine, Financial Times

CUSTOMER IDEA: Increase Post and Comment Size was submitted

by a customer via the Idea Exchange.

Chatter Answers

Better organization

New filter and sort options

More customization possible in Visualforce

Chatter Thanks

Thanks in the Chatter

publisher

Post Thanks to the

Feed

Select from 12 pre-

defined badges

Salesforce Communities

Communities Improvements

Email digests in Communities Chatter

Sharing groups to allow more flexibility in sharing records between communities users

Better branding control with Site.com

Community Moderation

Manage the list of flagged posts and comments in the community

Remove flags

Delete inappropriate posts, comments, and files

Knowledge Improvements

Standard users all have read access to articles

New standard fields, “smart” links to other articles

Chatter on articles

New Knowledge One interface

Sales Cloud Enhancements

What is Salesforce Console for Sales?

Lead queue brings in

leads across all

channels

Configurable highlight

panel pushes key

details to the rep

Extensible framework to

include integration to

key sales tools and

applications

New CRM experience optimized for inside sales reps

How Will Salesforce Console for Sales be Used?

A sales rep can easily manage her inbound lead queue

and tasks on one screen, providing easy access to key

lead details and sales intelligence, helping her to qualify

and move more deals to the next stage.

A business development rep can quickly see account

records and related items as tabs on one screen,

allowing him to identify key contacts and quickly jot notes

for each record, speeding up the sales process.

Event Associate lets users relate an event that is selected in outlook, to Salesforce records with type, task.

What are the Enhancements to Salesforce for Outlook Side Panel?

Select an

event

The Side Panel will display the

Contacts and Leads.

Users will be able to relate

events to records in Salesforce.

CUSTOMER IDEA: Event Association was submitted by a

customer via the Idea Exchange.

Leverage Send and Add in the Side Panel to quickly add related emails to your Salesforce records.

Quickly hide or show the Side Panel directly from within Outlook.

What are the Enhancements to Salesforce for Outlook Side Panel? (cont.)

After Email addresses are

confirmed in To and Cc

fields, Contacts and Leads

will appear in the Side Panel.

Works for both the compose

new email or reply window

Users will be able

to use the Side

Panel on the email

as they were able

to previous

releases

Click to Send and

Add to Salesforce.

Once added, they

will show as green.

CUSTOMER IDEA:

Send and Add Emails

was submitted by a

customer via the Idea

Exchange.

Analytics Enhancements

What is Historical Trend?

DEFINITION: Historical Trending lets you analyze the state of

your opportunities and three custom objects over time on a day-

to-day or week-to-week basis.

Customers can then configure

what data they want to capture for

trending by enabling specific data

filters.

Customers need to enable historical

trending for each one of their objects

before historical data capture starts by

going to Setup and selecting which objects

and fields they want to snapshot.

CUSTOMER IDEA: Historical Trend Reporting was submitted by a

customer via the Idea Exchange.

You can make three months of data available for historical trend reporting.

Each historical trend report can contain up to 100 fields

What is Historical Trending? (cont.)

Historical

Fields

Historical

Snapshot

date selector

Field to field filtering

on historical data to

show changes

A custom report type for

each historical trending

object gets created by

default

Tips & Tricks: “Yesterday” is

a rolling date value, meaning

that it points to a date that is

relative to today’s date.

See changes at a

glance by looking for

values in red or green

Example Uses for Historical Trending

Understand donor behavior

Monitor program or volunteer participation

Measure applicant patterns

Embedded Analytics let you embed report charts in record detail pages for any standard or custom object,

allowing your users to get the data they need on their most visited pages.

What is Embedded Analytics?

Embed a report chart by

editing the object’s page

layout using the enhanced

page layout editor, then add

the chart!

NOTE: You can have a max of two report charts per page. You can only

add report charts from the enhanced page layout editor.

Example Uses for Embedded Analytics

Annual giving summary on an account page for each foundation or corporate sponsor

Chart of participation history on a volunteer’s contact page

Visual breakdown of revenue sources on a campaign page

What is the Analytics API?

Define with

Report Builder

Custom

visualizations

DEFINITION: Analytics API gives you programmatic access to report data defined

using the report builder, and lets you easily integrate report data into any web or

mobile application, inside or outside the Salesforce platform.

NOTE: The Analytics API has some restrictions in

addition to the general API limits. Please see the

Release Notes for a full list.

CUSTOMER IDEA: Analytics API was

submitted by a customer via the Idea

Exchange.

Force.com Customization Enhancements

Search in Setup (Beta) let’s you

use Quick Find to search for profiles,

permission sets, public groups,

roles, and users.

What are the Enhancements to Search? The results filters easily let

you navigate to find what

you’re looking for. Note: Only

these 5 setup entities are

supported in this release.

The Results List matches

against the name field, and

returns a max of 2,000

items total.

If you try pressing Enter

on your keyboard, or

clicking the magnifying

glass icon (minimum of 2

characters required),

you’ll be taken to a

results page.

Like always, typing in the

search bar instantly displays

matching Setup screen

names below in the sidebar.

CUSTOMER IDEA: Search in Setup was submitted by a customer

via the Idea Exchange.

Setting up Search in Setup is easy, simply navigate to Setup | Customize | User Interface

What are the Enhancements to Search? (cont.)

The checkbox is unchecked by

default for existing orgs, and

checked by default for newly

signed up orgs

Once enabled, the search bar at the

top of the Setup sidebar changes to

a new version

Tips & Tricks: When

viewing setup search

results, bookmark the

results page in your

web browser to easily

perform the same

search in the future.

Force.com Development Enhancements

In Winter ‘14, “Configuration Only” sandboxes are being renamed to “Developer Pro” sandboxes.

The storage limit for Developer Pro sandbox is increasing to 1GB.

Developer Sandbox storage limits are increasing from 10MB to 200MB.

Salesforce is changing the way we address Force.com Sites domain names; The system now requires a single

hyphen to separate sandbox names from subdomain names, instead of a period.

Winter ‘14 brings a new sandbox available for purchase, Partial Data Sandbox, that works in conjunction with

the Summer ‘13 feature, Sandbox Templates.

– When a template is applied to a Partial Data sandbox, the sandbox copy service will use data sampling to fill

the sandbox org with data, providing Admins with rich data sets in shorter periods of time.

– The refresh interval is only 5 days.

What are the Enhancements to Sandbox?

OFF-CYCLE RELEASE: Partial Data Sandbox will be released

outside of the regular release schedule. It will be available as an

add-on product in November. Please see the release blog for

specific dates.

What are the Enhancements to Sandbox? (cont.)

Developer Developer Pro Partial Data * Full

Refresh Interval 1 Day 1 Day 5 Days 29 Days

Includes Setup

Configuration Yes Yes Yes Yes

Copies Data Records No No Yes Yes

Sandbox Templates/

Sampling No & No No & No

Yes & Yes (10,000

records/object)

Yes & No (Full

Data / Object)

Bundled Developer

Sandboxes None 5 10 15

Sandbox Size 200MB 1GB

(~500K records)

5GB

(2.5M records) Match production

* Available as a new SKU (Org Add-On) in November

Sandbox Use Cases

Use Case Developer Developer Pro Partial Data Full

Build ✔ ✔ ✔ ✖

QA ✔ ✔ ✔ ✖

Integration Test ✖ ✖ ✔ ✔

Batch Data Test ✖ ✖ ✔ ✔

Training ✖ ✖ ✔ ✔ UAT ✖ ✖ ✔ ✔

Perf/Load Test ✖ ✖ ✖ ✔

Staging ✖ ✖ ✖ ✔

Identity

Introducing Salesforce Identity Cloud Identity and Access Management

Simple Login once to all your cloud and mobile apps with

Single Sign-On.

Social Deep social and data integration, fully customizable and built on open

standards.

Trusted Centralized access management and provisioning,

delivered through the simplicity, transparency, and trust

of the Salesforce Platform.

social

automate administrate

trust

enterprise directory

integration

single sign-on and

user management

secure single sign-on

and social apps

centralized access

management, provisioning

and reporting

Identity

Salesforce Identity provides Identity and Access Management (IAM) service for Web and mobile applications.

Using Identity, customers manage the user lifecycle and access policies while providing a SSO application portal

for its users.

Identity is included in all paid licenses.

This product provisions an Identity user that is entitled to use IAM service only.

We provide a dedicated site for each release

http://www.salesforce.com/newfeatures/

On this site you will find the follow resources

•Release preview

•Highlight videos

•Release training

•Release notes

•Developer resources

•Links to previous releases

New Release Resources