Summer15
0 likes344 views
This webinar covered the Summer 15 release from Salesforce. Key points included new features for rich text notes, Salesforce1, communities, sales and service clouds, and chatter. Browser support is dropping IE7/8. Salesforce1 will require iOS 8. Questions were taken at the end and contact details provided for more information.
Summer15
- 1. Salesforce Release Webinar Summer 15 Clive Platt,Service Manager www.linkedin.com/in/cliveplatt Keir Bowden, Chief Technical Officer www.linkedin.com/in/keirbowden @bob_buzzard Problems with the webinar software? Email cliveplatt@brightgen.com
- 2. Agenda • Salesforce Summer 15 Release – Rich Text Notes – Salesforce1 – Communities – Sales Cloud – Service Cloud – Chatter – Platform • Q&A
- 4. Browser / App Support
- 5. Browser / App Support • Support for IE7/8 discontinued • Support ended: – Chatter Mobile – Mobile Dashboards for iPad • Future: – Salesforce1 will require iOS 8 – Connect for Outlook retired (Winter 16)
- 7. Rich Text Notes • Must be enabled • Built on Files • Access/search via Files tab • Create private notes via Files tab
- 8. Salesforce1
- 9. Customize Actions • Separate actions for mobile/desktop • Configure via Page Layout: – Chatter actions – Salesforce1 actions
- 11. Lead Conversion • Now GA • Contacts, accounts and opportunities • Includes duplicate checking • Choose Lead source
- 12. Group Post Notifications • In app only • Have to email on every post • Notification of post
- 13. Communities
- 14. Community Management Videos Documenta/on, Playbooks, Groups Updated Menu
- 15. Custom Recommendations • Create in management screen • Displays in: – Salesforce1 feed – Napili template
- 16. Communities Dashboards • Improved licenses dashboard • Report on object feeds • Filter by user detail
- 17. Sales Cloud
- 18. Territory Management • Assign territories to opportunities – Improved efficiency – Apex class • Assign any territory to opportunity • Collaborate via chatter – Via territory model record
- 19. Others • Cumulative forecast rollups • Duplicate management for Force.com licenses • Salesforce for Outlook – Choose default sync setting – Prevent users changing
- 20. Service Cloud
- 21. Omni-Channel • Create work items from Salesforce records • Add to queue • Route to agent based on: – Availability – Capability • Report on availability/assignments
- 22. Omni-Channel • Requires setup • Requires console • Agents “sign in” • Records are assigned
- 23. Email to Case • HTML/Inline images in email feed • Append user signatures after replies • Email-To-Case Thread Id setting names: – Old: Email Subject/Body – New: Insert Thread Id in the Email Subject/Body
- 24. Chatter
- 26. Files • Share with any library • Share private files • @mention when sharing with groups
- 27. Groups • Restrict custom objects in groups • Group info 4,000 characters • Non-unique unlisted group names
- 28. Platform
- 29. Customisation • Login as any user without granting access • Limit of 1,500 profiles per custom license • End of support for JavaScript in HTML Area home page components
- 30. Process Builder • Additional functions supported: – INCLUDES, ISCHANGED, ISNEW, ISPICKVAL, PRIORVALUE • Reference System Variables – $API, $Organization, $Profile, $System, $User, $UserRole
- 31. Process Builder Only update the parent case If the condi/on is true The Parent Case status is not ‘On Hold’
- 32. Security • Enforce IP range on every request – Only at login otherwise • Track login location • Custom logout target
- 33. Query Plan Notes
- 34. Report / List View Query PlanCopy ID Paste into Query Editor Click Query Plan
- 35. Map Info Window
- 36. Code Coverage • Calculation changing for multi-line statements • Old: counts as one line • New: each expression counts as one line • Figures may change!
- 39. Lightning Components GA • UI Framework • Desktop and mobile • JavaScript and Apex • Replace and extend Salesforce1 App UI – Currently in pilot
- 40. More Information • http://sforce.co/1byFt03 • Release Notes • Feature Videos • Training
- 41. Questions