What s New In the Salesforce Winter 15 Release

Transcription

1 What s New In the Salesforce Winter 15 Release

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7 Salesforce1 Quick Start Wizard allows you to setup the app in five easy steps

8 Step 1: Setup Navigation Step 2: Setup Action Bar Step 3: Setup Compact Layout

9 Step 4: Review Setup

10 Step 5: Send Invites

11 For ease of use, the setup window also allows you to access your security and app customizations in one place. Sections are logically grouped with explanatory tool tips.

12 The new action bar consolidates many actions to one easy to use bar at the bottom of the application. Only actions relevant to where the user is in the app will be visible. The actions and the order they appear are completely customizable in the Salesforce1 Setup page.

13 Swiping left on any record in a list will reveal custom quick actions the user can take action on without having to navigate into the record itself. Clicking the ellipsis will show a full list of actions available for that record.

14 Quickly create custom filters Filter by date fields Filter by text fields Filter by number fields

15 Global search icon has been added to the header for easier accessibility. Upon the global search icon being tapped, it expands out the header to allow the user to search for information without having to go to the navigation menu.

16 As the user keys in a search term the quick results populates similar records that have been recently accessed. After three characters the quick results expands to include records not recently accessed by the user.

17 Today Can now see your schedule, tasks, breaking news, weather, and even how you are doing on quota all in one place

18 Similar to the functionality in the tabular and summary reports, users can now tap a dashboard component to see a matrix report.

19 All reports types (tabular, summary, and matrix) now contain a floating header and can now see up to 2000 report rows.

20 Tapping on a section of the chart filters by that value. Simply click the filter button to see which filters are applied

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28 Data.com Duplicate Management allows you to control whether you allow both desktop and Salesforce1 users to create duplicate records. Customize the logic that is used to identify duplicates and determine what to do with those identified: Allow Report Action Alert Block Allow works as it does not. It simply allows the user to create duplicates.

29 When set to report action, users are allowed to save potential duplicates. The records are flagged in Duplicate Record Set. So custom reports and list views can be used to view the records.

30 If set to alert on duplicate, when a possible duplicate is found, it notifies the user and gives them possible matches already in the Salesforce system. Users are allowed to create the new record.

31 If set to block duplicates, the system will again alert the user to possible matches, but the user will not be able to create the record.

32 Add custom lookup fields on Activities instead of having to use the Related to Who/What fields in all instances. This will allow you to relate this activity to other objects.

33 Add custom currency fields to your opportunity and utilize them directly in forecasting.

34 Salesforce now supports overlay splits within forecasting. This allows you to split an opportunity between multiple sales representatives within your forecasting reports.

35 The improved Outlook side panel gives more control of Salesforce directly in Microsoft Outlook. Specify which attachments go to Salesforce. Select an Outlook task and push that to a specific record in Salesforce.

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37 Add custom pages to any community: Login Logout Self-Registration

38 Create self-service communities by using one of three templates available out of the box.

39 Quick access to the new Community Designer. 1. Switch between desktop, phone, and tablet views. 2. Quickly switch between website, login pages, and error pages. 3. Branding editor allows easy adjusting of color palette 4. Live preview of the site as you build

40 Community templates are built to be responsive so they look great on all devices.

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42 Next-gen knowledge search gives users more relevant article search results. Knowledge managers can now promote search results to push relevant or important articles to the top.

43 s can now be sent in the body of the rather than as an attachment or a link.

44 The console received a user interface (UI) improvement. More compact so allows better use of the real estate. Lookup components now support inline editing.

45 Connect accounts to Facebook and Twitter, enabling social customer care without a separate Radian6 contract.

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47 Lightning components are reusable sections of the UI. Can be extremely small, to a full application. Components are able to interact by event firing.

48 Create applications with a drag-anddrop components. Allows you to more quickly design and build apps for any device

49 Platform Connect enables ability to view and search records outside of Salesforce

50 Automate complex business processes with point-and-click tools. Allows you to visualize the entire process and deploy it once to all devices.

51 Can now customize the session timeout and password requirements per profile. These settings override the settings at the organizational level.

52 Create a login business process using the visual workflow designer. Associate the Login Flow with a profile Invoke the Login Flow during the login process

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54 Questions?

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