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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

BrightGen's Summer 13 Salesforce Release Webinar

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Slide deck from the BrightGen webinar covering the features of the summer 13 release of particular interest to our customers

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Page 1: BrightGen's Summer 13 Salesforce Release Webinar

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  

Page 2: BrightGen's Summer 13 Salesforce Release Webinar

Agenda

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

•  Q&A

Page 3: BrightGen's Summer 13 Salesforce Release Webinar

Summer 13 Release

Page 4: BrightGen's Summer 13 Salesforce Release Webinar

Chatter

Page 5: BrightGen's Summer 13 Salesforce Release Webinar

Publisher Actions

•  Replaces chatter tasks

•  Add actions to publisher

•  Control layout

•  Create or custom

Page 6: BrightGen's Summer 13 Salesforce Release Webinar

Create Actions

•  Create record from feed

•  Choose fields

•  Respects rules

•  Object or global

Page 7: BrightGen's Summer 13 Salesforce Release Webinar

Custom Actions

•  Visualforce pages

•  Custom functionality

•  Object or global

Page 8: BrightGen's Summer 13 Salesforce Release Webinar

Topics

•  Upgrades hashtag topics (#)

•  Add or edit at any time

•  Add description

•  Post from topic feed

Page 9: BrightGen's Summer 13 Salesforce Release Webinar

Topics

Page 10: BrightGen's Summer 13 Salesforce Release Webinar

Chatter Other

•  Find in feed

•  Email replies –  (un)follow

–  Unlike

–  Bookmark

Page 11: BrightGen's Summer 13 Salesforce Release Webinar

Price Books

Page 12: BrightGen's Summer 13 Salesforce Release Webinar

Price Books

•  Standard tab

•  Custom fields

•  Page layouts

•  Triggers

•  Validation rules

Page 13: BrightGen's Summer 13 Salesforce Release Webinar

Ideas

Page 14: BrightGen's Summer 13 Salesforce Release Webinar

Ideas

•  Communities = zones

•  Order custom fields

•  Comment triggers

•  Add attachments

Page 15: BrightGen's Summer 13 Salesforce Release Webinar

Ideas - Reputation

•  Award points for:

–  Creating ideas

–  Receiving comments

–  Receiving upvotes

–  Making comments

Page 16: BrightGen's Summer 13 Salesforce Release Webinar

Dashboards

Page 17: BrightGen's Summer 13 Salesforce Release Webinar

Dashboards - Sharing

•  Per-user folder sharing –  Viewer –  Editor

–  Manager

•  Requires configuration

•  Can be reverted

Page 18: BrightGen's Summer 13 Salesforce Release Webinar

Dashboards - Touch

•  Available in iPhone

–  Swipe between components

–  Search

–  Refresh

Page 19: BrightGen's Summer 13 Salesforce Release Webinar

Dashboards - Other

•  Sticky filters

–  Retains your filter value

•  View in communities

–  Not high volume licenses

Page 20: BrightGen's Summer 13 Salesforce Release Webinar

Platform

Page 21: BrightGen's Summer 13 Salesforce Release Webinar

Platform

•  Owner fields in formula

Page 22: BrightGen's Summer 13 Salesforce Release Webinar

Platform

•  Checkbox formula

•  Approval process in change set

•  Record types in permission set

Page 23: BrightGen's Summer 13 Salesforce Release Webinar

Platform

•  Sandbox templates

•  Custom settings to sandbox

•  User references in deployment

•  Test methods in test classes

Page 24: BrightGen's Summer 13 Salesforce Release Webinar

Setup UI

Page 25: BrightGen's Summer 13 Salesforce Release Webinar

Setup UI •  Personal and organization

•  Organization – admins

•  Personal – all users

•  Turn on (and off!)

Page 26: BrightGen's Summer 13 Salesforce Release Webinar

Setup UI

Page 27: BrightGen's Summer 13 Salesforce Release Webinar

Communities

Page 28: BrightGen's Summer 13 Salesforce Release Webinar

Communities

•  Replaces portals

•  Includes chatter

•  Mobile access via touch

•  Branding through configuration

Page 29: BrightGen's Summer 13 Salesforce Release Webinar

Communities

•  Force.com and site.com site

•  Customer community – B2C

•  Partner community – B2B

•  Migrating BrightGen customer portal

Page 30: BrightGen's Summer 13 Salesforce Release Webinar

More Information

•  http://bit.ly/ftjmjt

•  Release notes

•  Feature videos

•  Training

Page 31: BrightGen's Summer 13 Salesforce Release Webinar

Contact Us

•  www.brightgen.com •  [email protected] •  01376 520578 •  @brightgen •  facebook.com/BrightGen