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Customer success has long been a key goal of Salesforce.com and the Salesforce.com Foundation. As part of our efforts to help you accelerate your success, we invite you to join us for a special live webinar that will highlight the most exciting new release features for our nonprofit and higher education customers.
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Highlights of Summer ’14
Marc Baizman
Customer Success Manager
Salesforce.com Foundation
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
www.salesforce.com/customer-resources/releases/summer14/
“The Official Release Notes”
When are you getting Summer ’14?
General Enhancements
Mobile
Chatter
Salesforce Files
Sales Cloud
Service Cloud
Analytics
Force.com
Additional Resources
Agenda
When are you getting Summer ’14?
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
General Enhancements
Size Limits
– Attachments increased from 5 MB to 25 MB
– Incoming email messages increased from 10MB to 25MB
New fields for Middle Name and Suffix on Contacts, Leads and Users
– Contact salesforce.com Customer Support to enable the new fields
Salesforce notification banner
– Appears on all pages for accounts, contacts, dashboards, and the setup menu
– Dismiss the banner by clicking X on the banner
– Can be globally disabled in Setup
What are the General Enhancements to Salesforce?
Mobile Enhancements
Official support for browser pairings
– BlackBerry Browser on BlackBerry Z10 devices with BlackBerry OS 10.2 or later
– Good Access secure mobile browser on Android phones with Android 4.2 or later and on Apple iOS7
devices
Additional data visible in Salesforce1
– All custom objects with a tab in the full Salesforce site
– All list views for an object, not just your most recently accessed lists (with sorting too)
– Campaign Members, Knowledge articles, Work.com Coaching, Goals, and Skills
Drill to a report from a dashboard
Today
– Import an event from phone to calendar; shows in the left nav of Salesforce1
– Add new contacts from phone
Feed Enhancements
– Search within the main feed to find specific information you need
– View feed posts organized by topic from the Recent section
Publisher Actions show even if Chatter is disabled
What are the Enhancements to Salesforce1?
Users can now drill right to a report from a dashboard simply by tapping on the dashboard.
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.
Salesforce Chatter Enhancements
Search for and add topics, and view the topic feed in the Salesforce1 mobile app
What are the Enhancements to Chatter Topics?
Topics in S1 Menu
Topics in S1 Search
Topic Page
Topics on Feed Items
What are the Enhancements to Chatter Topics? (cont.)
A new Records tab displays all records assigned with
a specific topic.
If you don’t see a Records tab for a particular topic,
the topic hasn’t been added to any records.
Search feeds on Topic detail pages to quickly find
the information you’re looking for.
Tips & Tricks: To enable topics for
additional objects, within Setup go to
Customize | Topics | Topics for Objects
What are the Chatter Enhancements?
Enable Chatter for a subset of your users, instead of all users in your organization, using custom profiles
or permission sets.
Control access on
custom profiles
Control access with
permission sets
CUSTOMER IDEA: Profile Based Rollouts was
submitted by a customer via the Idea Exchange.
Salesforce Files
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. Need to download the client to sync with desktop.
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.
Two new standard reports: Engagement report and Download report
– Allows you to report on Chatter files
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 Additional Files Enhancements?
Communities Enhancements
What are the Enhancements to Communities?
Summer ’14 brings the new Community Engagement Console, a central place for Community Managers to
monitor the health of their community and its members.
Several Community dashboards
available
Trending Community reports
One-click access to the Engagement Console for
Community Managers
Admins can update the
dashboards used in the
Engagement Console
NOTE: To be a community manager
and use the Community
Engagement Console, a user must
have either the Manage
Communities or Create and
Customize Communities
permission, and must be an
employee of your organization.
CUSTOMER IDEA: Engagement
Console was submitted by a customer
via the Idea Exchange.
Community managers can set reputation levels, which allow community members to achieve a reputation level
based on points earned from posts.
What are the Enhancements to Communities? (cont.)
Levels can be defined with point ranges
Default level icons can be overridden with custom css
Level names can be
renamed
Chatter actions can be assigned
point values
Reputation level displayed on profile
CUSTOMER
IDEA:
Reputation was
submitted by a
customer via the
Idea Exchange.
Open up access to your community content with public chatter groups that don’t require login, so you can engage
users who might not join otherwise.
What are the Enhancements to Communities? (cont.)
New community-specific preferences
to enable access
Sales Cloud Enhancements
What are the Enhancements to the Sales Cloud? The list of publisher actions is configurable
Each action layout is customizable to
show/hide specific fields
Actions are available on ANY
object type
Users get access to Help documentation covering Side Panel
functionality
Salesforce for Outlook Side
Panel
– Available in all editions
– Can use Publisher Actions
– Link to User Help
Join the User object to the Activity Relationships object to report on user activity relationships in a Custom
Report Type.
Join User object to new Activity Relationships
object
Summarize by User and see their
meetings and meeting details
What are the Enhancements to Activities? (cont.)
ActivityDate and ActivityDateTime fields are now available in custom formula fields and validation rules.
What are the Enhancements to Activities?
ActivityDate available for a validation rule
Service Cloud Enhancements
What are the Enhancements to Case Feed?
From the Case Feed Page Layout, Admins can enable full-width
feed.
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.
Milestone Tracker and Case Topics can now be added An email publisher
is now available on the Case page
Using a Community Template,
designers or contributors can
set up Knowledge for Self-
Service (beta) or Cases for
Self-Service (beta),
empowering end users to find
the answers to their questions
without having to contact
support agents
What is “Community Templates for Self-Service?”
DEFINITION: Community Templates for Self-Service (Beta) lets you build, brand, and deploy
responsive self-service customer support sites that look great on any device.
1. Specify whether you are a designer or a
contributor
3. Switch between Design and Live Modes
4. Preview and Publish any changes
you make 2. View Site on desktop, tablet, and
phone modes
What is “Community Templates for Self-Service?” (cont.)
Desktop Design
Tablet Design
Mobile Optimized Design
NOTE: This view reflects the end user perspective of the Knowledge Self-Service site.
Data Category Navigation Data Categories
Search
Content Block
What are the Enhancements to Service Communities?
With Chatter Questions (beta), users can quickly
view similar questions and articles as they enter their
question, without switching context. We use these in
the HUB!
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.
Analytics Enhancements
What are the Enhancements to Analytics?
Pin report folders as favorites 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 favorite 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.
With Summer ’14, you can now track lookup field history, rather than just fields that belong to the current object.
What are the Enhancements to Analytics? (cont.)
Here you see a lookup to the Opportunity
object
Admin can select this lookup field on
Opportunity to be trended
The report shows the change in lookup
value between two data points
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? (cont.)
CUSTOMER IDEA:
Dashboard API was submitted
by a customer via the Idea
Exchange.
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.
Publisher Actions show in the Salesforce1
mobile browser app even when Chatter is
disabled.
– Can be created and added to the Publisher Actions section in object page layouts.
What are the Enhancements to Publisher Actions?
NOTE: Publisher Actions with Chatter
disabled will only show in the
Salesforce1 mobile browser app.
No Chatter Feed!
No Chatter Actions!
What are the Enhancements to Setup?
1.) Typing text here narrows down the Setup tree to the matching Setup pages …
Filters
NOTE: It might take a few weeks before
your organization’s setup data is indexed
and searchable. Be patient!
2.) Pressing Enter in the sidebar searches for “exp” across all of the org’s custom field definitions, custom object definitions, public
groups, permission sets, profiles, roles, and users.
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?
Power of Us HUB Online Community
– http://powerofus.salesforcefoundation.org/
Attend our Weekly Office Hours (Fridays at 12PM ET / 9AM PT)
– https://powerofus.force.com/articles/Resource/Salesforce-com-Foundation-
Weekly-Office-Hours
Upcoming Foundation Events/Webinars
– http://www.salesforcefoundation.org/events/
Get More Help
– http://www.salesforcefoundation.org/help/
Additional Resources for You