The document summarizes the Salesforce Spring 13 release. Key highlights include security enhancements like one-time login links and login session reuse; Chatter enhancements like tasks appearing in record feeds and task generation directly from feeds; shared activities now supporting multiple contacts; the new Salesforce for Outlook side panel; Salesforce Touch now supporting all standard and custom apps; joined reports allowing multiple report types; and an update on the BrightGen customer portal. The presentation concludes with a Q&A section and information on providing feedback.

1. Salesforce Spring 13 Release
Keir Bowden, Chief Technical Officer
http://uk.linkedin.com/pub/keir-bowden/1/55/982
@bob_buzzard
Clive Platt, Service Manager
http://www.linkedin.com/in/cliveplatt
Steve Warner, Sales & Marketing Director
http://www.linkedin.com/in/stevew
@stvwrnr

2. Agenda
• Salesforce Spring 13 Release
– Security Changes
– Chatter
– Shared Activities
– Salesforce for Outlook
– Salesforce Touch
– Analytics
• BrightGen Customer Portal Update
• Q&A

3. Spring 13 Release

4. Security

5. Login Links
• One Time Use
• Six month Expiry

6. Login Session Reuse
• Demo
• Fewer Login Challenges
• Always Lock Screens
• Remember to Logout

7. Email Deliverability
• Control Email from Sandboxes
• Options
– No Access
– System Email Only
– All Email

8. Chatter Enhancements

9. Chatter Tasks
• Tasks Appear in Record Feed
• New Tasks Only
• No Recurrences or Updates
• No Reparented Tasks

10. Chatter Task Generation
• Beta Feature
• Create Tasks Faster
• Directly From Record Feed
• Requires Setup

11. Other Chatter
• Post to any Public Group
• Like via Email
• More Items in Digest Email
• Group Search

12. Shared Activities

13. Overview
• Add Multiple Contacts to Activities
• Tasks GA Summer 12
• Events GA Winter 13
• Requires Setup

14. Changes
• Cross Platform Mobile Support
• Type Single Contact Name
• Primary Contact Chatter Feed Only
• Not Supported in Salesforce Touch

15. Salesforce for Outlook

16. Outlook Side Panel

17. Outlook Side Panel
• Search for other
records
• View related records
• Single click add

18. Outlook Side Panel
• See where emails have
been added
• View Contact/Lead
Details
• Click to open in
Salesforce

19. Notes
• Requires Setup
• Removes “Add Emails” Button
• Removes “Send and Add” Button
• Outlook 2.0 +, Internet Explorer 8 +

20. Outlook - Other
• Auto Sync Every 60 Minutes
– Increased from 10
– Manual Sync On Demand
• Improved System Tray Security
– Uses Browser Login Session

21. Salesforce Touch

22. Touch - Overview
• iPad Only
• Native and HTML5 Apps
• Requires Setup
• Reduced Functionality

23. Touch - New
• Chatter Requirement Removed
• All Standard and Custom Apps
• Visualforce Tabs for HTML5 App
• Dashboards

24. Analytics

25. Joined Reports - Overview
• GA since Spring 12 release
• Multiple report types
• Solves the “Unrelated Sibling” problem
• Side by side comparisons

26. Joined Reports - New
• Add Report Types Faster
• Winter 13 – Types Pre-filtered
• Spring 13 – All Types Available
• No Common Field = Error

27. Touch Dashboards
• No Visualforce Components
• No Source Reports
• No Filters
• No Chatter

28. More Information
http://www.salesforce.com/customer-resources/releases/
• Release notes
• Feature videos
• Training

29. BrightGen Customer Portal

30. BrightGen Customer Portal
• BrightGen Service Customers Only
• Help Shape the New Customer Portal
• Vote/Comment on Existing Ideas
• Create Your Own Ideas

31. Q&A

32. Feedback/Follow Up
• http://www.facebook.com/BrightGen
• http://twitter.com/BrightGen
• Email: info@brightgen.com
• http://www.brightgen.com/contact
• http://www.youtube.com/user/BrightGenLtd