Slide deck from the Winter 13 Salesforce release webinar conducted by BrightGen.

1. Winter 14
Salesforce Release Webinar
Clive
Pla),Service
Manager
www.linkedin.com/in/clivepla)
Keir
Bowden,
Chief
Technical
Officer
www.linkedin.com/in/keirbowden
@bob_buzzard

2. Agenda
• Salesforce Winter 14 Release
– Chatter
– Console for Sales
– Price Books
– Knowledge
– Ideas
– Analytics
– Platform
• Q&A

3. Winter 14 Release

4. Chatter

5. Chatter - Groups
• Publisher Actions
• @mention groups
• Archiving

6. Chatter - Topics
• Feed Tracking + Follow
• Permissions
• Merging

7. Chatter - Other
• Combined filter/sort
• Increased post/
comment size

8. Chatter - Other
• Tabbed profile interface
– Separates feed from information
• Thanks

9. Console for Sales

10. Console for Sales
• Tabbed interface
• Records and related items
• Quickly log a call
• Paid license

11. Price Books

12. Price Books
• Lookup supported
– Other records can lookup to price book
• Search Layouts

13. Knowledge

14. Knowledge
• Salesforce users can view articles
– No license required!
• New custom field types

15. Knowledge
• Chatter feed on article from draft
• Play videos in article
– Requires configuration
– Requires Visualforce page

16. Knowledge One
• Replaces
articles tab
• Requires
configuration

17. Ideas

18. Ideas
• View user activities in
chatter profile
• Requires
configuration

19. Ideas
• Like a comment
• Total likes
• Unlike later

20. Analytics

21. Historical Trend Reporting

22. Analytics
• Embed report charts in record view
• Show/hide role hierarchy
• Restrict list view creation

23. Setup, Security, Platform

24. Setup
• Freeze user accounts
• Advanced setup search
• Workflow for user object

25. Sharing
• User sharing is GA
• Description field on sharing rules

26. Manager Groups
Sales
Director
Sales
Manager
Sales
Agent

27. Manager Groups
• Must be enabled by Salesforce
• Requires configuration
• Manager field on User record

28. Security
• Two Factor Authentication
• High assurance dashboards/apps
• Branded login page

29. Platform
• Sandboxes naming and storage
• Change Sets
• Edit Static Resources – JS, XML, CSS, txt
– Developer console only

30. More Information
• http://bit.ly/12EBxCs
• Release notes
• Feature videos
• Training

31. Q&A

32. Contact Us
• www.brightgen.com
• sales@brightgen.com
• 01376 520578
• @brightgen
• facebook.com/BrightGen