Salesforce Summer '14 Release Overview Deck
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Summer ’14 Release Overview David Sanders Senior Escalation Manager Nai Ann Lee Senior Success Manager
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Transcript of Salesforce Summer '14 Release Overview Deck
Summer ’14 Release
Overview
David Sanders
Senior Escalation ManagerNai Ann Lee
Senior Success Manager
Safe harbor statement under the Private Securities Litigation
Reform Act of 1995: This presentation may contain forward-
looking statements that involve risks, uncertainties, and
assumptions. If any such uncertainties materialize or if any of
the assumptions proves incorrect, the results of
salesforce.com, inc. could differ materially from the results
expressed or implied by the forward-looking statements we
make. All statements other than statements of historical fact
could be deemed forward-looking, including any projections of
subscriber growth, earnings, revenues, or other financial items
and any statements regarding strategies or plans of
management for future operations, statements of belief, any
statements concerning new, planned, or upgraded services or
technology developments and customer contracts or use of
our services.
The risks and uncertainties referred to above include - but are
not limited to - risks associated with our new business model;
our past operating losses; possible fluctuations in our
operating results and rate of growth; interruptions or delays in
our Web hosting; breach of our security measures; the
immature market in which we operate; our relatively limited
operating history; our ability to expand, retain, and motivate
our employees and manage our growth; risks associated with
new releases of our service; and risks associated with selling
to larger enterprise customers. Further information on potential
factors that could affect the financial results of salesforce.com,
inc. are included in our registration statement (on Form S-1)
and in other filings with the Securities and Exchange
Commission. These documents are available on the SEC
Filings section of this Web site.
Salesforce.com, inc. assumes no obligation and does not
intend to update these forward-looking statements.
Any unreleased services or features referenced in this or other
press releases or public statements are not currently available
and may not be delivered on time or at all. Customers who
purchase our services should make the purchase decisions
based upon features that are currently available.
Safe Harbor Statement
Summer ‘14 Release Milestones
Release Types
General Enhancements
Mobile
Salesforce Chatter
Sales Cloud
Service Cloud
Analytics
Data.com
Work.com
Force.com
Agenda
One of the most valuable benefits of salesforce.com’s multitenant platform is the ability to deliver three, automatic
upgrades, (450+ features) each year. This agility played a large role in Salesforce being selected as the World's
Most Innovative Company by Forbes Magazine in 2011, 2012, and 2013 ahead of other technology pioneers such
as Apple, Google and Amazon.
Release Advantage
Summer ‘14 Release Milestones
Staggered Release (R1)
Friday, 7/11(NA6, NA7, NA8, NA9,)
Staggered Release (R0)
Friday, 6/20(NA1)
Release Training
Available
Friday, 6/27Sandbox Available
Friday, 6/6(CS3, CS4, CS7, CS9, CS11,
CS12, CS13, CS14, CS15, CS17, CS19,
CS20, CS30)
May
Sandbox Available
Saturday, 6/7(CS5, SR1, SR2)
Staggered Release (R2)
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,
ROD Available
Friday, 5/30
Preview Release Notes,
Website & Community
Release Update
Thursday, 5/22
June July
Pre-Release Live
Externally
Thursday, 5/6
General Enhancements
The size limits for attachments to objects has increased from 5 MB to 25 MB, making it easier for you to
collaborate on large attachments to cases, accounts, orders, and other objects.
Size limits for incoming email messages has increased from 10MB to 25MB, making it likely that you can even
receive long messages with multiple attachments.
A new Salesforce notification banner appears on all pages for accounts, contacts, dashboards, and the setup
menu for your organization.
– Dismiss the banner by clicking X on the banner.
– Easily remove the banner through Setup | Customize | User Interface.
The technology that renders PowerPoint® file previews has been greatly improved so that previews of
presentations now render with noticeably higher quality inside the browser.
What are the General Enhancements to Salesforce?
When previewing a .pptx file in Salesforce, graphic elements now display correctly on a slide.
Orders (but not order products) now count against the data storage limits of your organization.
Two new fields have been added to person objects, including Middle Name and Suffix, allowing you to better
represent the name of a person who’s associated with a record.
Most standard Salesforce licenses will now allocate 2GB of file storage instead of 612MB.
– Additional storage can be purchased if needed.
What are the General Enhancements to Salesforce? (cont.)
Mobile Enhancements
Salesforce1 users now have even more options for working on the go! Salesforce1
now officially supports the following browser pairings:
– BlackBerry Browser on BlackBerry Z10 devices running BlackBerry OS 10.2 or
later.
– Good Access secure mobile browser on Android phones with Android 4.2 or later
and on Apple mobile devices with iOS 7 or later.
More Salesforce data is now included in Salesforce1:
– Campaign Members, Salesforce Knowledge articles, and Work.com Coaching,
Goals, and Skills are all now supported.
– All Custom objects that have a tab in the full Salesforce site now show.
– See all list views for an object, not just your four most recently accessed lists.
• Locate data in list views faster by controlling how the information is sorted and
displayed.
What are the Enhancements to Salesforce1?
Users can now drill right to a report from a dashboard simply by tapping on the dashboard.
Tap a row in a report to drill down directly to a record.
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 Record was
submitted by a customer via the Idea Exchange.
Tap on row to
drill down
directly to
record
Beta program: New duplicate detection functionality in Salesforce1 alerts you when you try to create a
Contact, Lead, or Account that already exists. Note that this is called the “Duplicate Alerts Beta” program,
which is now open for nominations.
What are the Enhancements to Salesforce1? (cont.)
Easily hide
duplicates
Duplicate list
window pops open
Modify data and save
again or select from
duplicate list
Contact your salesforce.com
representative to be
considered for this Beta
program.
With Today, you can now import an event on
your phone directly to your Salesforce calendar.
What are the Enhancements to Today?
Can import an event
on the phone
(native calendar) to
Salesforce calendar
Add a contact that
is not currently in
Salesforce
You can also now add a new contact directly from your
phone to Salesforce.
Salesforce Chatter Enhancements
Salesforce Files Sync 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.
A synced file will appear everywhere, across all devices.
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.
Work with your colleagues to collaborate on synced files.
What is Salesforce Files Sync? (cont.)
Your colleagues get to
work!
@mention colleagues
and ask them to work on
files.
You can see the
entire version
history.
We have increased the max attachment file size to 25mb by default. There will be a way to increase this further
for any orgs that want larger attachments.
Two new standard reports have been added to help you report on Chatter files: Engagement report and
Download report.
What are the Additional Files Enhancements?
What are the Additional Files Enhancements? (cont.)
The File downloads report
shows you the number of
downloads a file has had and
by which users
The Engagement report 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 Chatter Experience Enhancements?
New with Summer ‘14, you can roll out Chatter for a
subset of your users, instead of all users in your
organization, using custom profiles or permission sets.
Bundled Posts (pilot) bring organization and focus
to Record Feeds by grouping feed-tracked changes
together to accentuate user collaboration on a record.
Control access on
custom profiles
Control access with
permission sets
Bundled Post (pilot):
One post representing a
group of sequential
changes to the record
Feed Tracked
Changes:
Navigate to the
individual tracked
changes for details
CUSTOMER IDEA: Profile Based Rollouts was
submitted by a customer via the Idea Exchange.
Use action links (pilot) to bring any Salesforce or 3rd Party
functionality with an API to a Chatter post, targeting specific users.
– Action Links are an API framework that make it very easy to
integrate within the Feed.
Action Links can be designated to appear as buttons in the post or as
links in the post's drop-down menu.
Action links are user-specific and can be made private or public.
What are the Chatter Experience Enhancements? (cont.)
An action link is a
URL on a post that
links to an API, a Web
page, or a file
Note: Action links (pilot) are available through pilot program
and only the Salesforce1mobile browser app.
Enabling users to work
in the feed is the most
powerful way to ensure
that they adopt and
engage in Chatter.
What are the Chatter Experience Enhancements? (cont.)
With Chatter Questions (beta), users can quickly
view similar questions and articles as they enter their
question, without switching context.
Chatter questions helps reduce duplicate content in
your community by showing similar questions
before your users ask their question.
Choose to show relevant knowledge articles as
users type their questions in Chatter.
– Users can select the best answer to a question,
which then shows to future people asking a
similar question.
Sales CloudEnhancements
New with Summer ‘14, custom field splits allow you to split an opportunity by multiple attributes.
What are the Enhancements to Opportunities?
You can add
custom split types
like ACV in this
example
Users can view each
split in a tab
NOTE: By default your organization is provided with two splits on the Opportunity Amount field,
one of which must total 100%, and one of which can total any percentage. You can now create
up to three more split types, each based on any Opportunity currency field.
Customize opportunity splits to better reflect your business operations by setting up splits on any currency
field for an opportunity, including custom currency and roll-up summary fields.
New with Summer ‘14, you can generate orders directly from Opportunities or Quotes (Pilot)
What are the Enhancements to Opportunities? (cont.)
Setup custom fields,
validation rules, workflows
and triggers
Generate the
Order from a
custom button…
…or from a workflow
rule, like when the Stage
is set to ‘Closed Won’
New with Summer ‘14, sales teams can now forecast on custom currency fields on opportunities (pilot).
What are the Enhancements to Forecasts?
Custom Field Forecasts are
based on Custom Opportunity
Splits
Configure a forecast
based on any
Opportunity Custom
Split Type
What are the Enhancements to Forecasts? (cont.)
View the Custom
Field ForecastView Quotas
The Forecasted Amount = the
Amount on Opportunity Split.
It is the basis for the Forecast
Summary above.
CUSTOMER IDEA: Custom Field Forecasts was submitted
by a customer via the Idea Exchange with over 2,000 votes!
What are the Enhancements to Forecasts? (cont.)
Custom field forecast with an
opportunity split
What are the Enhancements to Forecasts? (cont.)
Hover over the split percent and click. The
Opportunity Splits detail window appears,
showing splits that roll up to the selected
forecast cell in bold. Any other splits on the
opportunity appear in grey.
Model, manage, and analyze your sales territories with Territory Management 2.0 (Beta).
New with Summer ‘14, cascade delete allows you to delete your territory model and associated objects with just
a single click, significantly reducing administrator efforts and ensuring data integrity.
What are the Enhancements to Territory Management?
Help text displays
prior to deletion
highlighting the
impact of the action
You can now define and run Territory reports that show account assignments, user assignments, and a
summary of account information based on territories.
What are the Enhancements to Territory Management? (cont.)
Which account has
no territory
assigned?
What is the expected
revenue by territory?
CUSTOMER
IDEA: Territory
Reports was
submitted by a
customer via the
Idea Exchange!
With Summer ‘14, the Side Panel is available in all editions of the Sales Cloud.
Using the side panel, you can now create more kinds of Salesforce records using publisher actions
(not just Cases)
What are the Enhancements to Salesforce for Outlook?
The list of publisher
actions is configurable
Each action layout is
customizable to
show/hide specific fields
Actions are
available on any
object type
User help is now available in the Side Panel.
What are the Enhancements to Salesforce for Outlook? (cont.)
Users get access to Help
documentation covering Side Panel
functionality
What are the Enhancements to Activities?
New with Summer ‘14, all new customers will see a
New Event publisher action defaulted in the global
publisher.
ActivityDate and ActivityDate Time fields are now
available in custom formula fields and validation rules.
“New Event” Publisher
Action is now availableActivityDate
available for a
validation rule
What are the Enhancements to Activities? (cont.)
Customers will now be able to join the User object to the Activity Relationships object to report on user
activity relationships.
Summarize by
User and see their
meetings and
meeting details
Join User object
to new Activity
Relationships
object
New with Summer ‘14, Price Book Entry customizations include the ability to create and edit custom fields,
page layouts, validation rules, and set field level security.
What are the Enhancements to Price Book Entries?
New node in
Setup under Price
Books
New Price Book
Entry detail page
New Price Book
Entry edit page
CUSTOMER IDEA: Price Book Entry
Customizations was submitted by a
customer via the Idea Exchange!
With Duplicate Alerts (Beta Program), Administrators can configure matching rules for what constitutes a
duplicate record, and duplicate rules for what Salesforce.com should do when a duplicate is found (e.g. Blocking
the save)
What are the Additional Sales Cloud Enhancements? (cont.)
Block displays
duplicates and
prevents save Alert displays
duplicates but still
allows save
Contact your salesforce.com representative to be
considered for this Beta program.
Service Cloud Enhancements
The Service Cloud Case Feed presents an entirely new Case Management experience
optimized for call center agents.
Publishers and the Feed are now variable width (not fixed) and take up the full width of
the Case Feed page frame.
What are the Enhancements to Case Feed?
From the Case Feed
Page Layout, Admins
can enable full-width
feed.
Case Feed page publishers now automatically collapse when a given publisher’s action is performed.
What are the Enhancements to Case Feed? (cont.)
The default state is
collapsed. The publisher
labels now toggle the
collapsed/expanded state
each time they are clicked.
Performing the Quick
Action will automatically
collapse the publisher.
The milestone tracker and Case Topics components can now be added to the Salesforce Console for
Service sidebar regions via the standard declarative page layout editor.
With Quick Text Messages, agents can add standardized text when replying to customers and updating cases.
– Case Feed Portal
– Log a Call
– Change Status
What are the Enhancements to Case Feed? (cont.)
The default state is
collapsed. The publisher
labels now toggle the
collapsed/expanded state
each time they are clicked.
Performing the Quick
Action will automatically
collapse the publisher.
Add the Send Email action to case page layouts
in Salesforce1 so users can send email messages
directly from case records.
Inline images now appear correctly in email replies
from case feed.
Add the attachment component to the Case Feed
page so your support agents can quickly view and
manage all of the files associated with a case.
Using the power of topics on cases, support agents
can be endorsed as experts on specific topics.
What are the Enhancements to Case Feed? (cont.)
With Summer ‘14, you can now search, view, and access Articles linked to a case in the Salesforce1 mobile
app.
What are the Enhancements to Salesforce Knowledge?
Access Article
via Left
Navigation
Access last
view article and
search Articles
Display Article
including Chatter,
Publisher, Related List
Access Articles
attached to a
particular case
OFF-CYCLE RELEASE: Articles on S1 will be released outside of
the regular release schedule. See the release blog for specific
dates.
As users search for an article keyword or title, they will now see auto-complete suggestions that match their
search.
– Setup | Customize | Knowledge | Settings
What are the Enhancements to Salesforce Knowledge? (cont.)
Auto-Complete is available
for internal users and
customer/partner users
Auto-complete with 3 most
successful search done on the
system. Note that suggestion are
based on search channel (internal,
customer, partner or public)
Displays the first 3 articles
where keyword matches
the article title.
With Custom Routing (Pilot), Live Agent integrates with third-party routing systems, such as telephony
systems.
Live Agent customers now have the ability to upload and transfer files to agents during a chat so they can
easily share important information without leaving their chat window.
What are the Enhancements to Live Agent?
What
customers
will see
Click on file transfer
and pick record to
attach to
Case
Attachment
New in Summer ‘14, an agent can include multiple agents in a single chat (pilot).
What are the Enhancements to Live Agent? (cont.)
In Agent Configuration,
enable Chat Conference
Settings
Click to
initiate a chat
conference
The Live Agent articles tool has been replaced with the improved Knowledge One widget to give your agents
better access to articles they can share with their chat customers.
What are the Enhancements to Live Agent? (cont.)
When agents click
share, article will
show up on a chat
dialogue
Agent can click to
share or share link if
the article is longNOTE: If you have an existing
organization that uses the Live
Agent articles tool to share
knowledge-base articles, your
agents will still see the same view
in the Salesforce console. To
replace the articles tool, simply
enable Knowledge One.
Add related lists to the sidebars of a Salesforce console to display relevant information next to specific pages.
What are the Enhancements to Salesforce Console for Service?
Let agents categorize records with the topics list and track their performance against milestones with the
milestone tracker while working with cases in the Salesforce console.
The existing lookup component has been re-skinned to match the new related list component.
What are the Enhancements to Salesforce Console for Service? (cont.)
New Add Call Data button
allows users to attach call data
from any active call to any
interaction log.
New Clear Log allows users
to clear the Interaction Log
in one click!
Social Customer Service allows you to respond to your customers via social networks and capture important case
information.
With Moderation, agents can manually triage Social posts instead of automatically creating or updating a case
for each new post.
Quick text lets you create ready-to-send responses that Social Customer Service agents can post to social
networks.
With Social Actions and Content, agents can see content and take action on social posts directly from the case
feed.
What are the Enhancements to Social Customer Service?
Agents can see in a default
filter which Social Posts are
not yet related to a Case
Agents can create a
case for Social Posts
through a one-click
button action
Agents can ignore
Social Posts if they
should not be cases
What are the Enhancements to Social Customer Service? (cont.)
Allow agents to predict when they can shift
conversations to private message format.
Agents can respond from wherever they are using
Salesforce1.
Agents can clearly see which
social handles they can DM from
View previous social post
associated with case
Select Social
Account to
respond from
Select
message type
Enter response
content
Analytics Enhancements
Summer ’14 introduces the Dashboard API,
allowing you to retrieve and refresh dashboards
using the REST based Analytics API.
Dashboards can be:
Embedded anywhere, like high definition
TVs, or in a Public portal.
Refreshed as often as every minute.
Combined with a chart engine of your choice
to create customized, branded dashboards.
What are the Enhancements to Analytics?
CUSTOMER IDEA:
Dashboard API was submitted
by a customer via the Idea
Exchange.
What are the Enhancements to Analytics? (cont.)
Pin report & dashboard folders as favourites
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 favourite
folders to the top of
the folder tree
Filtering
criteria to find
reports
Select the 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.
Enable historical tracking on Forecasts to track how your forecasts change over time.
What are the Enhancements to Analytics? (cont.)
Enable Trending
on forecast
object
Find Forecast Item
Object from the list of
all the Objects
available for tracking
What are the Enhancements to Analytics? (cont.)Matrix report showing
Snapshot dates and
forecast changes
Select Historical
Fields in the
Report Builder
Data.com Enhancements
Users can now search by DUNS number on DatacloudCompany and DatacloudDandBCompany objects.
What are the Enhancements to Data.com?
DUNS search available for
BOTH
DatacloudCompany &
DatacloudDandBCompany
objects
Work.com Enhancements
Key Work.com Features
Goals: Goals tied to Salesforce reporting data
Coach: Create coaching notes from anywhere in
Salesforce
Recognize: Badging and Rewards to drive
performance
Feedback: Provide feedback on individuals, teams and
topics
Performance and Calibration: Measure individual &
team performance
Generally available in Summer ‘14, skills allow users to share information about their professional expertise.
Users can discover, collaborate with, and endorse others based on their knowledge.
What is Work.com Skills?
Skills are shown as a list of bubbles. Each skill
bubble contains the name of the skill and an
endorsement count (unless endorsements are
disabled for the viewing user).
Once enabled by your Administrator,
the Skills section will appear on the
Overview tab of user profile pages.
NOTE: Skills requires
a Work.com license.
Organizations that
previously enrolled in
the pilot will have
access to their Skills
data after they obtain
a Work.com license.
View someone’s skills and endorsements on the go through the Salesforce1 Android and Web application.
What is Work.com Skills? (cont.)
When viewing a user’s profile in
Salesforce1, there is now a related
list card for “User Skills”.
Tapping into the User Skills card shows
the full list of that user’s declared skills.
You can further tap into each skill card to
see more details about the user’s
association with the skill.
What is Work.com Skills? (cont.)
Admins can configure the way skills appear on profile pages and feed posts.
When viewing your own profile, the Skills widget will suggest potential skills to add.
Admins can select the
fields that are exposed
by editing the layout.
Suggestions are sourced from the
Chatter Topics system. If the user
is considered “Knowledgeable” on
specific topics, those topics are
suggested as potential skills.
What is Work.com Skills? (cont.)
Easily edit, add, or delete skills on your profile.
Clicking the pencil icon
initiates edit mode on my
skills. (Unless the user does
not have edit access).
Existing or unsaved
new skills can be
removed by clicking
on the “X”
After typing a new skill into
the box, hit enter or select the
“Add new skill” text. The skill
is added to the list below.
As I type in a skill name, the system may
provide autocomplete suggestions for
existing skills. This prevents duplicate skills.
Autocomplete matches any part of a skill
name. If the skill being entered is unique in
the org, there won’t be suggestions.
When done editing, to finalize all
skill changes (additions and
deletions), click Save. To discard
all changes, click Cancel.
1
2
3
4
5
What is Work.com Skills? (cont.)
When viewing someone’s profile, you can click to endorse him/her on a specific skill.
– If the view doesn’t have access to give/see endorsements, then only the skill name is shown.
When viewing someone’s user record you’ll see a related list that shows that user’s declared skills.
After you’ve personally endorsed someone on
a skill, the thumb icon for that skill turns blue.
You can’t endorse someone multiple times on
the same skill.
Each skill in the list shows
an endorsement count.
This number represents
how many times others in
the organization have
endorsed the user on this
particular skill.
Clicking on an
Endorsements link goes
to the Skill User record.
Clicking on a Skill link
goes to the global Skill
record in the org.
Clicking on a Skill User
Name link takes you to
the Skill User record.
What is Work.com Goals?
Work.com Goals makes it easy to define, track, and measure your work against both quantitative and
qualitative metrics.
Review progress
in Salesforce1 and
on your desktop
What is Work.com Goals? (cont.)
Assign metric weights to accurately track the completion
of a goal.
Use reduction metrics and metrics that don’t start at
zero.
Adjust metric
weights
Reduction metric from 5 pushed
opportunities down to 2
Metric starting
from 50 calls
What is Work.com Coaching?
Work.com Coaching enables real-time, ongoing coaching conversations.
Initiate a coaching
conversation from
anywhere in
Salesforce1 and on
the Desktop
What is Work.com Coaching? (cont.)
Administrators can customize Chatter actions to tailor the coaching conversation. Add partner or custom
actions to customize the coaching feed with additional functionality.
Continue private,
ongoing
coaching
conversations
Participants in the coaching
space will automatically follow
updates in the feed so that they
never miss an update.
What is Work.com Coaching? (cont.)
Coach against the metrics that matter.
Coach against
metrics
Use filters to
locate the right
metrics
What are the Enhancements to Work.com Recognition?
Work.com Recognition includes Thanks and Rewards.
– Thanks (aka Badging) allows users to create real-type recognition on specific behaviors and
achievements.
– Rewards ties badging to tangible rewards such as gift cards, and can be redeemed through e-mail or a
user’s profile.
• New in Summer ‘14, rewards are now open, meaning customers can use rewards from nearly every
digital gift code brand, and support international currencies.
Tab visible to users with
Create on Reward Fund
Type (RFTs)
Admins can now
add Reward brands
(“RFTs”) beyond
Amazon
New reward
brands for
the org
Supports international
currencies
What are the Enhancements to Work.com Recognition? (cont.)
Badge limits enables badge creators to limit the number of times an individual badge can be given. This
drives scarcity value of key high-desire badges, and can be used as a budgeting tool for Reward Badges.
Number of
badges
available for
user
Individual
badge limits
per user or in
total
Badge creator enters
number (limit)
Force.com Customization Enhancements
When creating new apps on the Salesforce platform, it’s now possible to control which features users get at a
granular level using custom permissions.
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
Permission Sets
Declaratively
define custom
permissions in
Setup
CUSTOMER IDEA: Custom Permissions was submitted
by a customer via the Idea Exchange.
The Manage Users permission is the
ultimate power in the universe of
permissions. To ensure this permission isn’t
over-used, more specific permission have
been created for Managing Users:
Eight new user permissions have been
crated for managing versus assigning
rights for users including profiles,
permission sets, roles, sharing, as well as
the fundamental user management
permission.
The manage users permission still exists,
but now fewer users will be assigned to
this permission, allowing tighter control
over who has access to adjust user
permissions.
What are the Enhancements to Permissions?
New Section
under System
Permissions
New user
permissions that
separate duties
With advanced setup search (beta), capabilities are added to the search box in the Setup sidebar, improving
searching for custom field definitions and custom object definitions by name.
– Once advanced setup search is enabled, a tooltip will appear in your Setup search window.
– With custom field search, an administrator or developer can find the custom field definitions he/she is
searching for dramatically faster by searching for them by name.
• For example, searching for “loc” returns all custom fields across all objects whose name includes “loc”, such
as “Account Location”, “Asset Location,” and “Vehicle Location.”
– With custom object search, you can find the custom object definition you need immediately by typing in at least
two letters of its name.
• For example, searching for “ex” returns “Exam,” “Expense,” “Expertise,” and so on.
What are the Enhancements to Setup?
Advanced Setup Search is
enabled at
Customize | User Interface
When setting the Login IP Ranges for a profile on your organization, you can now also enter a description for
each range to help identify the purpose of the range setting.
The limit has been raised from three to seven for external IDs on custom fields.
Customize feed-based page layouts to meet your needs.
– Expand the feed horizontally and automatically collapse the publisher when it’s not in use so users can see
more information at a glance when they work with records.
Every custom object is now classified as a Light or Enterprise object, based on whether or not it uses a private
sharing model, Bulk API, or Streaming API.
– If you use a private sharing model, Bulk API, or Streaming API with the object, it’s considered an Enterprise
object.
Significant changes were made to how HTML code is handled in home page components.
– To see a full list of the enhancements, please see the release notes.
We’ve made some changes to the way actions work in Salesforce and Salesforce1:
– Global Publisher Layouts and Global Actions have new locations in Setup.
– Mobile smart actions no longer automatically display in Salesforce1.
– We’ve added a create action for events to the default actions on the global publisher layout.
With Usage based entitlements, track how much your organization is using in a given entitlement.
What are the General Administration Enhancements?
Keep track of how many custom objects your users are assigned to by creating a custom report type with the
user License and Custom Object usage by User License Metrics objects.
What are the General Administration Enhancements? (cont.)
Create a new Custom Report Type with
“User Licenses” as the primary object.
Sample Matrix Report built
using the Custom Report
Type showing custom object
usage trending over 3 days.
Workflow email alerts for the User object can reference fields from the user record that triggered the workflow
rule.
– When workflow email alerts approach or exceed certain limits, Salesforce sends a warning email to the default
workflow user or – if the default workflow user isn’t set – to an active system administrator.
Flow triggers can pass pervious record values into Sobject variables (pilot) using the {!old} value.
You can now run reports on completed and in-progress approval processes and their steps. Previously
reports were available only for pending approval requests.
– It’s important you understand the limitations and special behaviors when you create or view approval history
reports. To see all considerations, please see the release notes.
There are new methods available for triggering a flow:
– The Apex start() method
– A custom button or link
– The flow URL
– The Run button in the Cloud Flow Designer
Manipulate multiple salesforce fields for salesforce records with a single query, and manipulate that data with a
single DML statement by using sObject variables, sObject collection variables, and loops in a flow.
When building a flow, you can now reference fields for records that are related to the values that are stored in an
sObject variable.
What are the Enhancements to Workflow?
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 minimum length.
Admins can require uppercase and lowercase letters (before it 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 session timeout session
setting, where the page gets automatically redirected to the login page once a session times out, so
whatever was on the screen is no longer visible.
Developer Edition organizations now get 10 Identity Connect permission set licenses for testing
and development.
What are the Enhancements to Security?
The Salesforce login page includes a link, Log in to a custom domain, so users of organizations that
implemented My Domain or Communities can easily get to their organization.
The multiple username login hints feature lets the salesforce.com login page remember usernames for past
login, across multiple organizations or custom domains. This feature is now supported in Internet Explorer 8 and
later.
You can use Microsoft Access Control Service as an authentication provider using OAuth. Authorization is
typically done by a Microsoft Office 365 service like Sharepoint® Online.
What are the Enhancements to Security? (cont.)
REFERENCE: For a list of all the Summer ‘14 Security features,
please see the release notes.
User can click
on Log in to a
custom domain
User can overwrite the auto
completed My domain URL
with their community URL
User start typing and the page
displays suggestions for
completing the My Domain URL.
User Sharing controls the visibility of internal users and external users within your organization, communities,
and portals. Starting in Summer ‘14, user sharing is on by default in all orgs.
Enable or disable the sharing button for all users via the Sharing Settings page.
What are the Enhancements to Sharing?
User Sharing
enabled for all
Separate OWD
enabled for all
Control whether users
can manually share
their own user record
Force.com Development Enhancements
Administrators and Developers now have new ways to use change sets and external tools for deployments. The
following Entitlement type sets are now included in change sets:
– Entitlement Process
– Entitlement Template
– Milestone
Account access permissions are now included in territories and deployed as part of territories in change sets.
With Summer ‘14, you can now monitor the status of all deployments in one place. Change sets, the Metadata
API, and tools-based deployments all show on the Deployment Status page.
The Force.com Migration Tool now accepts the rollbackOnError parameter in build.xml for deployment targets
and no longer ignores this value.
What are the Enhancements to Change Sets?
Now you can directly embed Canvas Apps on your Page Layouts and in S1 Mobile Cards without having to
use a Visualforce wrapper.
What are the Enhancements to Force.com Canvas?
Embed your Canvas
App directly in a Page
Layout without using a
Visualforce Container
Canvas Apps can be
displayed in Record
Detail and in Mobile
Cards in S1
The new Edit menu in the Developer Console allows you to quickly access search and edit functionality.
Search for files by name using the new Open Resource dialog in the Developer Console.
Use the Query Plan tool to optimize and speed up queries done over large volumes.
The Change Log Levels dialog in the Developer Console now includes a color-coded Expiration field that displays
the current logging status.
What are the Enhancements to Developer Console?
Visualforce Remote Objects has been improved with new features, including remote method overrides, an upsert() operation, the orderby query condition for specifying sort order, and new query operators for
where conditions. Also, Remote Objects now supports geolocation fields, which removes a limitation of the prior
release.
The topics widget lets users see, add, and remove topics on a record so it’s easy to tag and categorize records. Use the renderStyle attribute to specify whether the widget appears with a basic or an advanced user
interface.
The markerFill and fillColor attributes of the <apex:lineSeries> charting component weren’t
defaulting to match the component’s strokeColor as documented. This behavior has been corrected for pages
that are set to API versions 31.0 and later.
The way that Visualforce adds Salesforce CSS and JavaScript resources to generated pages has been
optimized. The result is pages that are faster to download and more efficient to render in the browser than in
prior releases.
Visualforce session management has been improved to more correctly handle transitions between different
salesforce.com servers. The critical update is transparent in normal use but fixes problems with certain edge
cases.
What are the Enhancements to Visualforce?
• Salesforce1 – Drill to Reports and Records from Dashboards
• Salesforce1 – Add Events and Contacts from Mobile Device to Salesforce
• Sales Cloud – Custom Field Forecasts
• Sales Cloud – Salesforce for Outlook Side Panel (Creating extra records using Publisher Actions)
• Mass Delete Public Reports
• Change Set Deployment Monitoring
Top Features of this Release
success.salesforce.com or click “Help and Training”
Visit “Collaboration” tab, then click “Groups”
Search for below, and click Join / Ask to Join:
1. Success – Release Readiness
2. APAC Success Central
3. Your local User Group
Join Success Communities ANZ Usergroups:
• Sydney
• Sydney NFP
• Melbourne
• Melbourne NFP
• Brisbane
• Adelaide
• Perth
• Newcastle
• New Zealand
1. Success – Salesforce1
2. Salesforce Reports and Dashboards
3. Forecasting
4. Sales Cloud – Territory Management
5. Work.com Community
6. Official: Salesforce Productivity
7. Official: Chatter Product Group
8. Success – Chatter ENGAGE
9. etc.
Other Success Communities relating to Products/ Features
