Salesforce Summer '14 release overview

Summer ’14

Release Overview Deck

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Summer ‘14 Release Milestones Sandbox Preview Instructions Release Types General Enhancements Mobile Salesforce Chatter Sales Cloud Service Cloud Analytics Data.com Force.com

Agenda

NOTE: For a full list of features and functionality, please see the release notes.

Summer ‘14 Release Milestones

Staggered Release (R1) Friday, 7/11

(NA6, NA7, NA8, NA9,)

Staggered Release (R0) Friday, 6/20

(NA1)

Release Training Available

Thursday, 7/3Sandbox AvailableFriday, 6/6

(CS3, CS4, CS7, CS9, CS11, CS12, CS13, CS14, CS15, CS17, CS19,

CS20, CS30)

May

Sandbox AvailableSaturday, 6/7(CS5, SR1, SR2)

Staggered Release (R2)Friday, 7/18

(EU0, EU1, EU2, EU3, NA0, NA2, NA3, NA4, NA5, NA10, NA11, NA12,

NA13, NA14, NA15, NA16, NA19, NA20)

& Saturday, 7/19(AP0, AP1, CS1, CS2, CS6, CS8,

CS10, CS16, CS18,

Preview Release Notes, Website & Community

Release UpdateThursday, 5/22

June July

Pre-Release Live Externally

Thursday, 5/6

Decide by May 30th if you would like to participate in the Summer ‘14 Sandbox Preview

– If you have a full Sandbox, be mindful of the 29-day refresh policy and plan accordingly.

Determine your Sandbox instance

– Setup | Deploy | Sandboxes

Sandbox Preview

DEFINITION: Force.com Sandbox customers are able to get early access to Summer ‘14 features to test new customizations and features

before your production organization is upgraded.

Sandbox Preview (cont.)

Determine which action to take

Determine any AppExchange Preview actions

Understand the Preview Refresh schedule

NOTE: The May 30 2014 deadline is to ensure that all requested refreshes are complete by June 6th, 2014. If you have a large Sandbox, please keep in mind how much time it takes to complete your Sandbox refresh to ensure

your copy is completed by June 6th, 2014.

Definitions of Release Types

Pilot: New feature or function available by invitation-only to a limited set of customers. The purpose is to gather feedback and data on product functionality, scalability, performance and usability, which will influence the direction, continued development, or roll out of the feature.

Beta: Minimum customer feature set made available to a set of customers on an opt-in basis, to gain early adoption and minor feedback on product that the team will be making minor, known enhancements to in order for product to meet marketable feature set. Must go GA within two releases.

GA: Marketable feature set ready for all customer production use and all functional, quality and performance requirements are complete.

Developer Preview: Provide early testing opportunities to Developer Edition orgs on upcoming developer technologies. The purpose is to solicit feedback for features that are not ready for a production release (Pilot, Beta, or GA). The Developer Preview is not backwards compatible.

General Enhancements

The size limits for attachments to objects has increased from 5 MB to 25 MB, making it easier for you to collaborate on large attachments to cases, accounts, orders, and other objects.

Size limits for incoming email messages has increased from 10MB to 25MB, making it likely that you can even receive long messages with multiple attachments.

A new Salesforce notification banner appears on all pages for accounts, contacts, dashboards, and the setup menu for your organization.

– Dismiss the banner by clicking X on the banner.

– Easily remove the banner through Setup | Customize | User Interface. The technology that renders PowerPoint® file previews has been greatly improved so that previews of

presentations now render with noticeably higher quality inside the browser.

What are the General Enhancements to Salesforce?

When previewing a .pptx file in Salesforce, graphic elements now display correctly on a slide.

Orders (but not order products) now count against the data storage limits of your organization. Two new fields have been added to person objects, including Middle Name and Suffix, allowing you to better

represent the name of a person who’s associated with a record.

What are the General Enhancements to Salesforce? (cont.)

Mobile Enhancements

Salesforce1 users now have even more options for working on the go! Salesforce1 now officially supports the following browser pairings:

– BlackBerry Browser on BlackBerry Z10 devices running BlackBerry OS 10.2 or later.

– Good Access secure mobile browser on Android phones with Android 4.2 or later and on Apple mobile devices with iOS 7 or later.

More Salesforce data is now included in Salesforce1:

– Campaign Members, Salesforce Knowledge articles, and Work.com Coaching, Goals, and Skills are all now supported.

– All Custom objects that have a tab in the full Salesforce site now show.

– See all list views for an object, not just your four most recently accessed lists.

• Locate data in list views faster by controlling how the information is sorted and displayed.

What are the Enhancements to Salesforce1?

Users can now drill right to a report from a dashboard simply by tapping on the dashboard.

What are the Enhancements to Salesforce1? (cont.)

Tap on chart to view report

Underlying report can be

viewed

Tap on column

header to sort

Swipe right to view more columns

CUSTOMER IDEA: Drill to Report and Record was submitted by a customer via the Idea Exchange.

Tap a row in a report to drill down directly to a record.


CUSTOMER IDEA: Drill to Report and Record was submitted by a customer via the Idea Exchange.

Publisher Actions show in the Salesforce1 mobile browser app even when Chatter is disabled.

– Can be created and added to the Publisher Actions section in object page layouts.


NOTE: Publisher Actions with Chatter disabled will only show in the Salesforce1 mobile browser app.

No Feed!

No Chatter Actions!

What are the Enhancements to Salesforce1? (cont.) Salesforce1 now supports Communities, so you can

work across the communities you access most. Work.com is now integrated with Salesforce1, allowing

you to see your goals as well as coaching details.

New duplicate detection functionality in Salesforce1 (pilot) alerts you when you try to create a Contact, Lead, or Account that already exists.


Easily hide duplicates

Duplicate list window pops open

Modify data and save again or select from

duplicate list

Contact your salesforce.com representative to be considered for this pilot features.

New with Summer ‘14, unlisted groups (pilot) provide a secure and confidential way of collaborating with other Chatter users.


Unlisted Group Type

Even files shared only with Unlisted Groups are secure

Create new Unlisted Groups via the

publisher and include customers

With Today, users can now import an event on their phone directly to their Salesforce calendar.

What are the Enhancements to Today?

Can import an event on the phone

(native calendar) to Salesforce calendar

Salesforce Events now show in the left nav of Salesforce1.

What are the Enhancements to Today? (cont.)

Salesforce Events page

With Today, you can now add a new contact directly from your phone to Salesforce.

What are the Enhancements to Today? (cont.)

Add a contact that is not currently in

Salesforce

Search within the main feed to find specific information you need. View feed posts organized by topic, which is automatically available from the Recent section of the Salesforce1

navigation menu.

What are the Additional Mobile Enhancements? (cont.)

Mobile Enhancements Summary

Feature Release Type

Automatically visible to all users. No setup required.

Automatically visible to all Admins. No setup required.

Not automaticallyvisible. Feature

is available but requires some setup.

Contactsalesforce.com to

enable this feature.Salesforce Edition Salesforce

License

Additional Supported Devices GA P CM, GE, PE, EE,

PxE, UE, DE n/a

Additional Data in Salesforce1 GA P CM, GE, PE, EE,

PxE, UE, DE n/a

Drill to a Dashboard from a Report GA P GE, PE, EE, PxE,

UE, DE n/a

Drill to a Record from a Report GA P

CM, Personal, GE, PE, EE, PxE, UE,

DE n/a

Publisher Actions Enhancements GA P CM, GE, PE, EE,

PxE, UE, DE n/a

Communities in Salesforce1 GA P CM, GE, PE, EE,

PxE, UE, DE Communities

Work.com Goals and Coaching in Salesforce1

GA P PE, EE, PxE, UE, DE Work.com

Mobile Enhancements Summary (cont.)

REFERENCE: For a full list of Mobile features and enhancements, please see the release notes.



Automatically visible to all Admins. No setup required.





License

Duplicate Detection in Salesforce1 Pilot P CM, GE, PE, EE,

PxE, UE, DE n/a

Unlisted Groups Pilot P CM, GE, PE, EE, PxE, UE, DE n/a

Import an Event from Today into Salesforce

GA P CM, GE, PE, EE, PxE, UE, DE n/a

Salesforce Events in Left Nav GA P CM, GE, PE, EE,

PxE, UE, DE n/a

Add a New Contact using Today GA P CM, GE, PE, EE,

PxE, UE, DE n/a

Search a Feed GA P CM, GE, PE, EE, PxE, UE, DE n/a

View Posts Organized by Topic GA P CM, GE, PE, EE,

PxE, UE, DE n/a

Salesforce Chatter Enhancements

Salesforce Files Enhancements Topics Enhancements Chatter Experience Enhancements Additional Chatter Enhancements

What are the Enhancements to Salesforce Chatter?

Salesforce Files Sync makes file management, syncing, sharing, and versioning easier than ever. Setup | Customize | Chatter | Settings | Edit | Allow File Sync.

What is Salesforce Files Sync?

Easily sync files across all devices

Easily share files into Chatter groups or records.

Easily work with colleagues to

iterate and improve content.

A synced file will appear everywhere, across all devices.

What is Salesforce Files Sync? (cont.)

NOTE: Download and install the Salesforce Files client so you can sync files between your desktop, Chatter, and mobile devices.

Synced files can be shared into business context with a few tabs or clicks.


Salesforce records!

Chatter Groups and Users!

Share right from the desktop!

Work with your colleagues to collaborate on synced files.


Your colleagues get to work!

@mention colleagues and ask them to work on

files.

You can see the entire version

history.

We have increased the max attachment file size to 25mb by default. There will be a way to increase this further for any orgs that want larger attachments.

Two new standard reports have been added to help you report on Chatter files: Engagement report and Download report.

What are the Additional Files Enhancements?

What are the Additional Files Enhancements? (cont.)

The File downloads report shows you the number of

downloads a file has had and by which users

The Engagement report shows you the Chatter engagement on

your report, such as Posts, Likes, shares, etc

Navigate directly to the Engagement

report from the file detail page

New in Summer ‘14, customers can now search for and add topics, and view the topic feed in Salesforce1 in addition to the browser.

What are the Enhancements to Topics?

Topics in S1 Menu

Topics in S1 Search

Topic Page

Topics on Feed Items

What are the Enhancements to Topics? (cont.)

A new Records tab displays all records assigned with a specific topic.

If you don’t see a Records tab for a particular topic, the topic hasn’t been added to any records.

Search feeds on Topic detail pages to quickly find the information you’re looking for.

Tips & Tricks: To enable topics for additional objects, within Setup go to Customize | Topics | Topics for Objects

Delete topics directly in Salesforce, rather than using the SOAP API, Chatter Rest API, or Chatter in Apex. With Knowledgeable About, you can now see what topics users are knowledgeable on in their user profiles.

– Run reports on which users are knowledgeable on a specific topic.

What are the Enhancements to Topics? (cont.)

New ‘Knowledgeable About’ section displays what topics the user is knowledgeable about

What are the Chatter Experience Enhancements?

New with Summer ‘14, you can roll out Chatter for a subset of your users, instead of all users in your organization, using custom profiles or permission sets.

Bundled Posts (pilot) bring organization and focus to Record Feeds by grouping feed-tracked changes together to accentuate user collaboration on a record.

Control access on custom profiles

Control access with permission sets

Bundled Post (pilot): One post representing a group of sequential changes to the record

Feed Tracked Changes:

Navigate to the individual tracked

changes for details

CUSTOMER IDEA: Profile Based Rollouts was submitted by a customer via the Idea Exchange.

Use action links (pilot) to bring any Salesforce or 3rd Party functionality with an API to a Chatter post, targeting specific users.

– Action Links are an API framework that make it very easy to integrate within the Feed.

Action Links can be designated to appear as buttons in the post or as links in the post's drop-down menu.

Action links are user-specific and can be made private or public.

What are the Chatter Experience Enhancements? (cont.)

An action link is a URL on a post that

links to an API, a Web page, or a file

Note: Action links (pilot) are available through pilot program and only the Salesforce1mobile browser app.

Enabling users to work in the feed is the most powerful way to ensure

that they adopt and engage in Chatter.


With Chatter Questions (beta), users can quickly view similar questions and articles as they enter their question, without switching context.

Chatter questions helps reduce duplicate content in your community by showing similar questions before your users ask their question.

Choose to show relevant knowledge articles as users type their questions in Chatter.

– Users can select the best answer to a question, which then shows to future people asking a similar question.


Email to Groups attachments (pilot) allows group members to compose or forward an email to the Chatter Group and have the text of the email appear in the Chatter Feed, as well as the attachment.

– Any additional attachments are shown as comments.

Post by Email: Email address for

this Group

First Attachment:

Shows on post

Additional Attachments:

Added as comments

New with Summer ‘14, unlisted groups (pilot) provide a secure and confidential way of collaborating with other Chatter users.


Unlisted Group Type

Even files shared only with Unlisted Groups are secure

Create new Unlisted Groups via the

publisher and include customers

Chatter has introduced new Application Logs to help gather Chatter email usage metrics.

– With Open Tracking, every time a user views an email, an Open Event is recorded in the Application Log.

– With Click Tracking, every time an end user clicks on any link within a Chatter email, a Click Event is recorded in the Application Log.

Special library files can now be shared in a Chatter feed, including Link files and Google docs.


Salesforce Chatter Enhancements Summary

Feature ReleaseType

Automatically visible to all users. No setup

required.

Automatically visible to all Admins. No

setup required.



Contactsalesforce.comto enable this

feature.

Salesforce Edition Salesforce License

Salesforce Files Sync GA P PE, EE, PxE, UE, DE n/a

Increased the max Attachment file size to 25mb

GA PE, EE, PxE, UE, DE n/a

Download and Engagement Reports GA P PE, EE, PxE, UE, DE n/a

Topics in Salseforce1 GA P CM, GE, PE, EE, PxE, UE, DE n/a

Knowledgeable About on User Profile GA P CM, GE, PE, EE, PxE,

UE, DE n/a

Records Tab GA P CM, GE, PE, EE, PxE, UE, DE n/a

Profile Based Rollout GA P EE, PxE, UE n/a

Bundled Posts Pilot P Personal, GE, PE, PxE, UE, DE n/a

Action Links Pilot P Personal, GE, PE, PxE, UE, DE n/a

Chatter Questions Beta P Personal, GE, PE, PxE, UE, DE n/a

Salesforce Chatter Enhancements Summary

Feature ReleaseType


required.


setup required.




feature.


Email to Groups Attachments Pilot P

Personal, GE, PE, EE, PxE, UE, DE,

Database.comn/a

Unlisted Groups Pilot P CM, GE, PE, EE, PxE, UE, DE n/a

Open Tracking GA PPersonal, GE, PE, EE,

PxE, UE, DE, Database.com

n/a

Click Tracking GA PPersonal, GE, PE, EE,

PxE, UE, DE, Database.com

n/a

Sharing Link files into Chatter GA P

Personal, GE, PE, EE, PxE, UE, DE,

Database.comn/a

For a full list of Salesforce Chatter features and enhancements, please see the release notes.

Communities Enhancements

What are the Enhancements to Communities?

Summer ’14 brings the new Community Engagement Console, a central place for Community Managers to monitor the health of their community and its members.

Several Community dashboards

available

Trending Community reports

One-click access to the Engagement Console for

Community Managers

Admins can update the dashboards used in the Engagement Console

NOTE: To be a community manager and use the Community Engagement Console, a user must have either the Manage Communities or Create and Customize Communities permission, and must be an employee of your organization.

CUSTOMER IDEA: Engagement Console was submitted by a customer via the Idea Exchange.

Community managers can set reputation levels, which allow community members to achieve a reputation level based on points earned from posts.

What are the Enhancements to Communities? (cont.)

Levels can be defined with point ranges

Default level icons can be overridden with custom css

Level names can be

renamed

Chatter actions can be assigned

point values

Reputation level displayed on profile

CUSTOMER IDEA: Reputation was submitted by a customer via the Idea Exchange.

Open up access to your community content with public chatter groups that don’t require login, so you can engage users who might not join otherwise.

What are the Enhancements to Communities? (cont.)

New community-specific preferences

to enable access

Communities Enhancements Summary

Feature ReleaseType


required.


setup required.




feature.


Engagement Console GA P EE, UE, PxE, DE Communities

Reputation Engine GA P EE, UE, PxE, DE Communities

Allow Access to Public Groups without Login GA P EE, UE, PxE, DE Communities

For a full list of Communities features and enhancements, please see the release notes.

Sales CloudEnhancements

Opportunities Enhancements Forecasting Enhancements Territory Management Enhancements Salesforce for Outlook Enhancements Salesforce Console Enhancements Activities Enhancements Price Book Enhancements Additional Sales Cloud Enhancements

What are the Enhancements to the Sales Cloud?

New with Summer ‘14, custom field splits allow you to split an opportunity by multiple attributes.

What are the Enhancements to Opportunities?

You can add custom split

types like ACV in this example

Users can view each split in a

tab

NOTE: By default your organization is provided with two splits on the Opportunity Amount field, one of which must total 100%, and one of which can total any percentage. You can now create up to three more split types, each based on any Opportunity currency field.

Customize opportunity splits to better reflect your business operations by setting up splits on any currency field for an opportunity, including custom currency and roll-up summary fields.

New with Summer ‘14, you can generate orders directly from Opportunities or Quotes (Pilot)

What are the Enhancements to Opportunities? (cont.)

Generate the Order from a

custom button…

…or from a workflow rule, like when the Stage

is set to ‘Closed Won’

New with Summer ‘14, sales teams can now forecast on custom currency fields on opportunities (pilot).

What are the Enhancements to Forecasts?

Custom Field Forecasts are based on Custom Opportunity

Splits

Configure a forecast based on any

Opportunity Custom Split Type

What are the Enhancements to Forecasts? (cont.)

Custom field forecast shown here with a single

100% split


View the Custom Field Forecast

View Quotas

The Forecasted Amount = the Amount on Opportunity Split. It is the basis for the Forecast

Summary above.

CUSTOMER IDEA: Custom Field Forecasts was submitted by a customer via the Idea Exchange with over 2,000 votes!


Custom field forecast with an opportunity split


Hover over the split percent and click. The Opportunity Splits detail window appears, showing splits that roll up to the selected

forecast cell in bold. Any other splits on the opportunity appear in grey.

Model, manage, and analyze your sales territories with Territory Management 2.0 (Beta). New with Summer ‘14, cascade delete allows you to delete your territory model and associated objects with just

a single click, significantly reducing administrator efforts and ensuring data integrity.

What are the Enhancements to Territory Management?

Help text displays prior to deletion highlighting the

impact of the action

You can now define and run Territory reports that show account assignments, user assignments, and a summary of account information based on territories.

What are the Enhancements to Territory Management? (cont.)

Which account has no territory assigned?

What is the expected revenue by territory?

CUSTOMER IDEA: Territory Reports was submitted by a customer via the Idea Exchange!

Display assigned territories as a related list on Account Detail pages.

What are the Enhancements to Territory Management? (cont.)

With Summer ‘14, the Side Panel is available in all editions of the Sales Cloud. Using the side panel, you can now create more kinds of Salesforce records using publisher actions.

What are the Enhancements to Salesforce for Outlook?

The list of publisher actions is configurable

Each action layout is customizable to

show/hide specific fieldsActions are

available on any object type

New with Summer ‘14, System requirement checks are validated prior to enabling Salesforce for Outlook’s installer download button.

What are the Enhancements to Salesforce for Outlook? (cont.)

Sys requirements are checked again when

Salesforce for Outlook’s installation

begins

Login frequency, if any, is controlled by admins.


Salesforce for Outlook login is enforced every

week (7 days) in this example

User help is now available in the Side Panel.


Users get access to Help documentation covering Side Panel

functionality

With just a few clicks, a new related list component can be added to the console, making it easier to view certain related lists associated to a record.

The existing lookup component has been re-skinned to match the new related list component.

What are the Enhancements to Salesforce Console?

To help users continue working from where they left off in a console, multi-components that appear during a users’ session appear again when users refresh their browsers, close and open browser tabs, or log out and log back into Salesforce.

New interaction log buttons can be added to the console, making attaching calls to Salesforce a breeze!

What are the Enhancements to Salesforce Console? (cont.)

What are the Enhancements to Activities?

New with Summer ‘14, all new customers will see a New Event publisher action defaulted in the global publisher.

ActivityDate and ActivityDate Time fields are now available in custom formula fields and validation rules.

This is the Multi-dimension Publisher action list for the

global MDP in a newly provisioned org.

ActivityDate available for a validation rule

What are the Enhancements to Activities? (cont.)

Customers will now be able to join the User object to the Activity Relationships object to report on user activity relationships.

Summarize by User and see their

meetings and meeting details

Join User object to new Activity Relationships

object

What are the Enhancements to Activities? (cont.)

Event details are no longer visible in multi-user calendar view if a user does not have sharing access to the event.

If user doesn’t have sharing access,

hover only shows time block.

No details if user doesn’t have sharing

access

New with Summer ‘14, Price Book Entry customizations include the ability to create and edit custom fields, page layouts, validation rules, and set field level security.

What are the Enhancements to Price Book Entries?

New node in Setup under Price

Books

New Price Book Entry detail page

New Price Book Entry edit

page

CUSTOMER IDEA: Price Book Entry Customizations was submitted by a customer via the Idea Exchange!

A new method is available for developers who are now able to access the Standard Price Book in their apex tests when SeeAllData=FALSE that allows developers to create their own test data such as price book entries and opportunity products, rather than rely on pre-existing test data.

What are the Enhancements to Price Books?(cont.)

CUSTOMER IDEA: getStandardPricebookId() was submitted by a customer via the Idea Exchange!

New standard lookup fields are available on Contracts and Orders and allow you to connect to Sales Cloud objects.

What are the Additional Sales Cloud Enhancements?

With duplicate blocks and alerts (pilot) ,Administrators can configure matching rules for what constitutes a duplicate record, and duplicate rules for what Salesforce.com should do when a duplicate is found.

What are the Additional Sales Cloud Enhancements? (cont.)

Block displays duplicates and prevents save Alert displays

duplicates but still allows save

NOTE: Duplicate alerts is a closed pilot feature, only available to a small subset of pre-identified customers.

Sales Cloud Enhancements Summary



required.


setup required.





License

Custom Field Splits GA P PxE, UE n/a

Customization of Splits GA P EE, PxE, UE n/a

Generate Orders Pilot P EE, PxE, UE, DE n/a

View Split Details in Forecast

GA P EE, PxE, UE, DE n/a

Custom Field Forecasts Pilot P PxE, UE, DE n/a

Cascade Delete Beta P EE, PxE, UE, DE Sales Cloud

Territory Reports Beta P EE, PxE, UE, DE Sales Cloud

Assigned Territories List on Account Page

Beta P EE, PxE, UE, DE Sales Cloud

Side Panel in All Editions GA P CM, GE, PE, EE, PxE, UE

Sales Cloud

Publisher Actions in the Side Panel

GA P **CM, GE, PE, EE, PxE, UE

Sales Cloud

**Publisher actions list is configurable in EE, PE, UE, and DE

Sales Cloud Enhancements Summary (cont.)



required.


setup required.





License

System Requirements Check

GA P CM, GE, PE, EE, PxE, UE

Sales Cloud

Login Frequency GA P CM, GE, PE, EE, PxE, UE

Sales Cloud

Help in the Side Panel GA P CM, GE, PE, EE, PxE, UE

Sales Cloud

Salesforce Console for Sales Enhancements

GA P EE**,PxE*, UE**, DE*

Sales Cloud

Default New Event Publisher Action for New Orgs


n/a

ActivityDate and ActivityDate Time fields Available in Custom Formulas fields and validation rules


n/a

User to Activity Join through Activity Relationship in CRTs


n/a

*Available with a Sales Cloud license**Available with the Sales Cloud for an additional cost

Sales Cloud Enhancements Summary (cont.)



required.


setup required.





License

Customizable Price Book Entry

GA P* P PE, EE, PxE, UE, DE n/a

Access Standard Price Book with SeeAllData = False

GA P PE, EE, PxE, UE, DE n/a

Standard Lookup Fields on Sales Cloud Objects


Duplicate Blocks and Alerts

Pilot P PE, EE, PxE, UE, DE n/a

* Users with Price Book CRUD enabled will be able to navigate to the Price Book Entry edit/detail pages via the View/Edit links on the Price Book detail page, Product detail page, and Price Book Entry List View

Service Cloud Enhancements

Case Feed Enhancements Community Templates for Self Service Entitlement Management Enhancements Salesforce Knowledge Enhancements Live Agent Enhancements Salesforce Console Enhancements Service Communities Enhancements Social Customer Service Enhancements

What are the Enhancements to Service Cloud?

The Service Cloud Case Feed presents an entirely new Case Management experience optimized for call center agents. Publishers and the Feed are now variable width (not fixed) and take up the full width of

the Case Feed page frame.

What are the Enhancements to Case Feed?

From the Case Feed Page Layout, Admins can enable full-width

feed.

Case Feed page publishers now automatically collapse when a given publisher’s action is performed.

What are the Enhancements to Case Feed? (cont.)

The default state is collapsed. The publisher

labels now toggle the collapsed/expanded state each time they are clicked.

Performing the Quick Action will automatically collapse the publisher.

The milestone tracker and Case Topics components can now be added to the Salesforce Console for Service sidebar regions via the standard declarative page layout editor.

With Quick Text Messages, agents can add standardized text when replying to customers and updating cases.

– Case Feed Portal

– Log a Call

– Change Status


The default state is collapsed. The publisher

labels now toggle the collapsed/expanded state each time they are clicked.

Performing the Quick Action will automatically collapse the publisher.

Add the Send Email action to case page layouts in Salesforce1 so users can send email messages directly from case records.

Inline images now appear correctly in email replies from case feed.

Add the attachment component to the Case Feed page so your support agents can quickly view and manage all of the files associated with a case.

Using the power of topics on cases, support agents can be endorsed as experts on specific topics.


Using a Community Template, designers or contributors can set up Knowledge for Self-Service (beta) or Cases for Self-Service (beta), empowering end users to find the answers to their questions without having to contact support agents

What is Community Templates for Self-Service?

DEFINITION: Community Templates for Self-Service (Beta) lets you build, brand, and deploy responsive self-service customer support sites that look great on any device.

1. Specify whether you are a designer or a

contributor

2. Switch between Design and Live Modes

3. Preview and Publish any changes

you make4. View Site on desktop, tablet, and

phone modes

What is Community Templates for Self-Service? (cont.)

Desktop Design

Tablet Design

Mobile Optimized Design

NOTE: This view reflects the end user perspective of the Knowledge Self-Service site.

Data Category Navigation Data Categories

Search

Content Block

What is Community Templates for Self-Service? (cont.)

Case Single Item View. Respects

Layout.

My Cases button takes user to a list of Cases

When a user clicks on a link on the bottom of the screen,

they are asked to authenticate before submitting a case

NOTE: This view reflects the end user perspective of the Case Self-Service site.

In addition to the Milestone Tracker being added to the Console, it can also be added to an Entitlement, making agents aware of how much time they have until their milestones are due.

What are the Enhancements to Entitlements?

With Summer ‘14, you can now search, view, and access Articles linked to a case in the Salesforce1 mobile app.

What are the Enhancements to Salesforce Knowledge?

Access Article via Left

Navigation

Access last view article and search Articles

Display Article including Chatter,

Publisher, Related List

Access Articles attached to a

particular case

OFF-CYCLE RELEASE: Articles on S1 will be released outside of the regular release schedule. See the release blog for specific dates.

As users search for an article keyword or title, they will now see auto-complete suggestions that match their search.

– Setup | Customize | Knowledge | Settings

What are the Enhancements to Salesforce Knowledge? (cont.)

Auto-Complete is available for internal users

and customer/partner users

Auto-complete with 3 most successful search done on the

system. Note that suggestion are based on search channel (internal,

customer, partner or public)

Displays the first 3 articles where keyword matches

the article title.

With the new sample code button, knowledge base authors can add code samples in the rich text editor without worrying about formatting.

Summer ‘14 brings the announcement of Apache Solr, which now powers the next generation of search (Pilot) infrastructure in Salesforce Knowledge, bringing you faster, smarter, and more relevant results.


New Button available to add code sample.

Code Sample automatically get a specific way to be

renderer

When your knowledge base administrators search for a synonym within synonym groups, search results now show the number of groups containing that synonym.


With Custom Routing (Pilot), Live Agent integrates with third-party routing systems, such as telephony systems. Live Agent customers now have the ability to upload and transfer files to agents during a chat so they can

easily share important information without leaving their chat window.

What are the Enhancements to Live Agent?

What customers

will see

Click on file transfer and pick record to

attach to

Case Attachment

New in Summer ‘14, an agent can include multiple agents in a single chat (pilot).

What are the Enhancements to Live Agent? (cont.)

In Agent Configuration, enable Chat Conference

Settings

Click to initiate a chat conference

Agents can now transfer chats to chat button queues, rather than to specific agents, which increases the chance of connecting a customer with an agent who can answer the customer’s question.


Transfer to a queue

Number of engaged chats

The Live Agent articles tool has been replaced with the improved Knowledge One widget to give your agents better access to articles they can share with their chat customers.


When agents click share, article will

show up on a chat dialogue

Agent can click to share or share link if

the article is long NOTE: If you have an existing organization that uses the Live Agent articles tool to share knowledge-base articles, your agents will still see the same view in the Salesforce console. To replace the articles tool, simply enable Knowledge One.

Add related lists to the sidebars of a Salesforce console to display relevant information next to specific pages.

What are the Enhancements to Salesforce Console for Service?

Let agents categorize records with the topics list and track their performance against milestones with the milestone tracker while working with cases in the Salesforce console.

The existing lookup component has been re-skinned to match the new related list component.

What are the Enhancements to Salesforce Console for Service? (cont.)

New Add Call Data button allows users to attach call data

from any active call to any interaction log.

New Clear Log allows users to clear the Interaction Log

in one click!

What are the Enhancements to Service Communities?

With Chatter Questions (beta), users can quickly view similar questions and articles as they enter their question, without switching context.

Chatter questions helps reduce duplicate content in your community by showing similar questions before your users ask their question.

Choose to show relevant knowledge articles as users type their questions in Chatter.

– Users can select the best answer to a question, which then shows to future people asking a similar question.

Social Customer Service allows you to respond to your customers via social networks and capture important case information. With Moderation, agents can manually triage Social posts instead of automatically creating or updating a case

for each new post.

Quick text lets you create ready-to-send responses that Social Customer Service agents can post to social networks.

With Social Actions and Content, agents can see content and take action on social posts directly from the case feed.

What are the Enhancements to Social Customer Service?

Agents can see in a default filter which Social Posts are

not yet related to a Case

Agents can create a case for Social Posts through a one-click

button action

Agents can ignore Social Posts if they should not be cases

What are the Enhancements to Social Customer Service? (cont.)

Allow agents to predict when they can shift conversations to private message format.

Agents can respond from wherever they are using Salesforce1.

Agents can clearly see which social handles they can DM from

View previous social post associated with case

Select Social Account to

respond from

Select message type

Enter response content

Service Cloud Enhancements Summary

Feature ReleaseType


required.


setup required.





License

Variable Width Case Feed GA P EE, PxE, UE, DE Service

Cloud

Auto-Collapse Publisher GA P EE, PxE, UE, DE Service

Cloud

Quick Text GA P EE, PxE, UE, DE Service Cloud

Service Cloud Console Multi-Component Support

GA P EE, PxE, UE, DE Service Cloud

Support In-line images for Inbound Email


Email Publisher in S1 GA P EE, PxE, UE, DE

Service Cloud

Attachment Component on Case Feed


Case Experts Pilot P EE, PxE, UE, DE Service Cloud


Feature ReleaseType


required.


setup required.





License

Community Templates for Self-Service

Beta P EE, PxE, UE, DE Service Cloud

Articles in Salesforce1 GA P PxE, UE, DE Knowledge

Auto-complete Keyword Search GA P PxE, UE, DE Knowledge

Auto-Complete Title Search GA P PxE, UE, DE Knowledge

Add Code Sample GA P PxE, UE, DE Knowledge

Next-Gen Knowledge Search Pilot P PxE, UE, DE Knowledge

Custom Routing Pilot P EE, UE, DE Service Cloud


Feature ReleaseType


required.


setup required.





License

File Transfer GA P EE, UE, DE Service Cloud

Chat Conference Pilot P EE, UE, DE Service Cloud

Transfer to a Queue GA P EE, UE, DE Service Cloud

Transfer Number of Chats GA P EE, UE, DE Service

Cloud

Knowledge One Component GA P EE, UE, DE Service

Cloud

Related List Component GA P EE, PxE, UE, EE Service

Cloud

Topics List and Milestone Tracker GA P EE, PxE, UE, EE Service

Cloud

New Skin for Lookup Component GA P EE, PxE, UE, EE Service

Cloud


Feature ReleaseType


required.


setup required.





License

Chatter Questions Beta PPersonal, Group, PE, EE, PxE, UE,

DEn/a

Social Customer Service Enhancements

Beta P EE, PxE, UE Service Cloud

For a full list of Service Cloud features and enhancements, please see the release notes.

Analytics Enhancements

Summer ’14 brings new ways to interact with reports and dashboards on mobile devices. With Drill to Report, simply tap a dashboard component to go to the report that contains the data the component is displaying.

What are the Enhancements to Analytics?

Tap on chart to view report

Underlying report can be

viewed

Tap on column

header to sort data

Swipe right to view more columns

CUSTOMER IDEA: Drill to Report was submitted by a customer via the Idea Exchange.

Summer ’14 introduces the Dashboard API, allowing you to retrieve and refresh dashboards using the REST based Analytics API.

Dashboards can be: Embedded anywhere, like high definition

TVs, or in a Public portal. Refreshed as often as every minute. Combined with a chart engine of your choice

to create customized, branded dashboards.

What are the Enhancements to Analytics? (cont.)

CUSTOMER IDEA: Dashboard API was submitted by a customer via the Idea Exchange.


Pin report folders as favorites so you can quickly access the data you need.

Via Setup | Data Management use Mass delete reports to mass delete public reports that you no longer need.

Click the drop down menu to pin

your favorite folders to the top of

the folder tree

Filtering criteria to find

reports

Select the reports you want to remove and click Delete to

remove them

CUSTOMER IDEA: Pin Folders and Mass Delete Public Reports were submitted by a customer via the Idea Exchange.

Enable historical tracking on Forecasts to track how your forecasts change over time.


Enable Trending on forecast

objectFind Forecast Item

Object from the list of all the Objects

available for tracking

What are the Enhancements to Analytics? (cont.)Matrix report showing Snapshot dates and

forecast changes

Select Historical Fields in the

Report Builder

With Summer ’14, you can now track lookup fields, rather than just fields that belong to the current object.


Here you see a lookup to the Opportunity

object

Admin can select this lookup field on

Opportunity to be trended

The report shows the change in lookup

value between two data points

With Personal Analytic Notifications (pilot), you can subscribe to reports and receive notifications when certain conditions are met.

Use Open Charts (pilot) to plug in your own visualization libraries that are used to display charts throughout the Salesforce interface.


Contact your salesforce.com representative to be considered for these pilot features.

Analytics Enhancements Summary




setup required.





License

Drill to Report GA P EE, PxE, UE, DE, Database.com

n/a

Dashboard API GA P EE, PxE, UE, DE, Database.com

n/a

Pin Report Folders GA PGE, PE, EE, PxE,

UE, DE, Database.com

n/a

Mass Delete Reports GA PGE, PE, EE, PxE,

UE, DE, Database.com

n/a

Historical Tracking on Forecasts

GA P EE, PxE, UE, DE, n/a

Track Lookup Fields GA P EE, PxE, UE, DE, n/a

Analytics Enhancements Summary (cont.)




setup required.





License

Personal Analytic Notifications

Pilot P EE, PxE, UE, DE, Database.com

n/a

Open Charts Pilot P EE, PxE, UE, DE, Database.com

n/a

For a full list of Analytics features and enhancements, please see the release notes.

Data.com Enhancements

Users can now search by DUNS number on DatacloudCompany and DatacloudDandBCompany objects.

What are the Enhancements to Data.com?

DUNS search available for BOTH

DatacloudCompany & DatacloudDandBCompany

objects

Find all company records under one Global Ultimate DUNS number.

What are the Enhancements to Data.com? (cont.)

Requires Data.com premium licenses

Data.com Enhancements Summary



Automatically visible to all Admins. No setup

required.


Is available But requires Some setup.


enable this feature.Data.com Product

DUNS Number Search GA PCorporate Prospector, Premium Prospector,

Premium Clean

Global Ultimate DUNS Number Search GA P Premium Prospector,

Premium Clean

REFERENCE: For a full list of Data.com features and enhancements, please see the release notes.

Work.com Enhancements

Work.com Skills Work.com Coaching Work.com Goals Work.com Recognition

What are the Enhancements to Work.com?

Generally available in Summer ‘14, skills allow users to share information about their professional expertise. Users can discover, collaborate with, and endorse others based on their knowledge.

What is Work.com Skills?

Skills are shown as a list of bubbles. Each skill bubble contains the name of the skill and an

endorsement count (unless endorsements are disabled for the viewing user).

Once enabled by your Administrator, the Skills section will appear on the Overview tab of user profile pages.

NOTE: Skills requires a Work.com license. Organizations that previously enrolled in the pilot will have access to their Skills data after they obtain a Work.com license.

View someone’s skills and endorsements on the go through the Salesforce1 Android and Web application.

What is Work.com Skills? (cont.)

When viewing a user’s profile in Salesforce1, there is now a related

list card for “User Skills”.

Tapping into the User Skills card shows the full list of that user’s declared skills.

You can further tap into each skill card to see more details about the user’s

association with the skill.


Admins can configure the way skills appear on profile pages and feed posts.

When viewing your own profile, the Skills widget will suggest potential skills to add.

Admins can select the fields that are exposed by editing the layout.

Suggestions are sourced from the Chatter Topics system. If the user is considered “Knowledgeable” on

specific topics, those topics are suggested as potential skills.


Easily edit, add, or delete skills on your profile.

Clicking the pencil icon initiates edit mode on my skills. (Unless the user

does not have edit access).

Existing or unsaved new skills can be

removed by clicking on the “X”

After typing a new skill into the box, hit enter or select the

“Add new skill” text. The skill is added to the list

below.

As I type in a skill name, the system may provide autocomplete suggestions for

existing skills. This prevents duplicate skills. Autocomplete matches any part of a skill

name. If the skill being entered is unique in the org, there won’t be suggestions.

When done editing, to finalize all skill changes (additions and

deletions), click Save. To discard all changes, click Cancel.

1

2

3

4

5


When viewing someone’s profile, you can click to endorse him/her on a specific skill.

– If the view doesn’t have access to give/see endorsements, then only the skill name is shown.

When viewing someone’s user record you’ll see a related list that shows that user’s declared skills.

After you’ve personally endorsed someone on a skill, the thumb icon for that skill turns blue. You can’t endorse someone multiple times on

the same skill.

Each skill in the list shows an endorsement count. This number represents

how many times others in the organization have

endorsed the user on this particular skill.

Clicking on an Endorsements link goes to the Skill User record.

Clicking on a Skill link goes to the global Skill

record in the org.

Clicking on a Skill User Name link takes you to the Skill User record.


Easily create reports and dashboards on skills data, such as most popular skills, most skilled people, and most endorsed people.

What is Work.com Coaching?

Work.com Coaching enables real-time, ongoing coaching conversations.

Initiate a coaching conversation from

anywhere in Salesforce1 and on

the Desktop

What is Work.com Coaching? (cont.)

Administrators can customize Chatter actions to tailor the coaching conversation. Add partner or custom actions to customize the coaching feed with additional functionality.

Continue private, ongoing coaching

conversations

Participants in the coaching space will automatically follow updates in the feed so that they

never miss an update.

What is Work.com Coaching? (cont.)

Coach against the metrics that matter.

Coach against metrics

Use filters to locate the right

metrics

What is Work.com Goals?

Work.com Goals makes it easy to define, track, and measure your work against both quantitative and qualitative metrics.

Review progress in Salesforce1 and on your desktop

What is Work.com Goals? (cont.)

Administrators can customize chatter actions to add additional functionality to goals.

What is Work.com Goals? (cont.)

Assign metric weights to accurately track the completion of a goal.

Use reduction metrics and metrics that don’t start at zero.

Adjust metric weights

Reduction metric from 5 pushed opportunities down to 2

Metric starting from 50 calls

What are the Enhancements to Work.com Recognition?

Work.com Recognition includes Thanks and Rewards.

– Thanks (aka Badging) allows users to create real-type recognition on specific behaviors and achievements.

– Rewards ties badging to tangible rewards such as gift cards, and can be redeemed through e-mail or a user’s profile.

• New in Summer ‘14, rewards are now open, meaning customers can use rewards from nearly every digital gift code brand, and support international currencies.

Tab visible to users with

Create on RFT

Admins can now add Reward brands

(“RFTs”) beyond Amazon

New reward brands for

the orgSupports international

currencies

What are the Enhancements to Work.com Recognition? (cont.)

Badge limits enables badge creators to limit the number of times an individual badge can be given. This drives scarcity value of key high-desire badges, and can be used as a budgeting tool for Reward Badges.

Number of badges

available for user

Individual badge limits

per user or in total

Badge creator enters number (limit)

What are the Enhancements to Work.com Recognition? (cont.)

Community Portal users can now have rewards in their community. Work.com users can build community-specific badges.

Rewards is now fully on the Salesforce1 platform, meaning you now have the ability to add custom fields and modify layouts for customization.

NOTE: For Portal users to have rewards they must have a Work.com license.

Work.com Enhancements Summary

REFERENCE: For a full list of Work.com features and enhancements, please see the Release Notes.

Feature Release TypeAutomatically visible to all users. No setup

required.


setup required.





License

Work.com Skills GA P *PE, EE, UE, PxE, DE

Work.com

Work.com Coaching GA P PE, EE, UE, PxE, DE

Work.com

Work.com Goals GA P PE, EE, UE, PxE, DE

Work.com

Open Rewards GA P PE, EE, PxE, UE, DE

Work.com

Badge Limits GA P PE, EE, PxE, UE, DE

Work.com

Communities Enhancements

GA P PE, EE, PxE, UE, DE

Work.com

Rewards on Salesforce1 Platform

GA P PE, EE, PxE, UE, DE

Work.com

* Without API access, has degraded functionality.

Site.com Enhancements

What are the Enhancements to Site.com?

Site designers and site administrators can now rename assets. Contributors, designers, and site administrators can now edit plain text files,

directly in Site.com studio. To streamline the appearance of Site.com Studio, we’ve replaced the names of

several panes with icons. You can now make your rich-text area fields compatible with Internet

Explorer 11.

Site.com Enhancements Summary

REFERENCE: For a full list of Site.com features and enhancements, please see the Release Notes.

Feature Release TypeAutomatically visible to all users. No setup

required.


setup required.





License

Site.com Enhancements

GA P EE, PxE, UE, *DE n/a

*Available in DE with limitations.

Force.com Customization Enhancements

Permission Enhancements Publisher Actions Enhancements Setup Enhancements General Administration Enhancements Business Logic and Process Automation Enhancements Security Enhancements Sharing Enhancements Additional Force.com Customization Enhancements

What are the Customization Enhancements to Force.com?

When creating new apps on the Salesforce platform, it’s now possible to control which features users get at a granular level using custom permissions.

What is Custom Permissions?

DEFINITION: Custom permissions enables developers to easily create custom permissions on profiles and permission sets that Administrators can easily assign to users.

Declaratively Assign Custom Permissions on Profiles and

Permission Sets

Declaratively define custom permissions in

Setup

CUSTOMER IDEA: Custom Permissions was submitted by a customer via the Idea Exchange.

The Manage Users permission is the ultimate power in the universe of permissions. To ensure this permission isn’t over-used, more specific permission have been created for Managing Users: Eight new user permissions have been

crated for managing versus assigning rights for users including profiles, permission sets, roles, sharing, as well as the fundamental user management permission.

The manage users permission still exists, but now fewer users will be assigned to this permission, allowing tighter control over who has access to adjust user permissions.

What are the Enhancements to Permissions?

New Section under System Permissions

New user permissions that separate duties

Publisher Actions show in the Salesforce1 mobile browser app even when Chatter is disabled.

– Can be created and added to the Publisher Actions section in object page layouts.

What are the Enhancements to Publisher Actions?

NOTE: Publisher Actions with Chatter disabled will only show in the Salesforce1 mobile browser app.

No Feed!

No Chatter Actions!

With advanced setup search (beta), capabilities are added to the search box in the Setup sidebar, improving searching for custom field definitions and custom object definitions by name.

– Once advanced setup search is enabled, a tooltip will appear in your Setup search window.

– With custom field search, an administrator or developer can find the custom field definitions he/she is searching for dramatically faster by searching for them by name.

• For example, searching for “loc” returns all custom fields across all objects whose name includes “loc”, such as “Account Location”, “Asset Location,” and “Vehicle Location.”

– With custom object search, you can find the custom object definition you need immediately by typing in at least two letters of its name.

• For example, searching for “ex” returns “Exam,” “Expense,” “Expertise,” and so on.

What are the Enhancements to Setup?

Advanced Setup Search is enabled at

Customize | User Interface

What are the Enhancements to Setup? (cont.)

Filters

1.) Typing “exp” narrows down the Setup tree to the matching Setup pages …

NOTE: Advanced Setup Search (Beta) is an opt-in feature.

2.) Pressing Enter in the sidebar searches for “exp” across all of the org’s custom field definitions, custom object definitions, public

groups, permission sets, profiles, roles, and users.

When setting the Login IP Ranges for a profile on your organization, you can now also enter a description for each range to help identify the purpose of the range setting.

The limit has been raised from three to seven for external IDs on custom fields. Customize feed-based page layouts to meet your needs.

– Expand the feed horizontally and automatically collapse the publisher when it’s not in use so users can see more information at a glance when they work with records.

Every custom object is now classified as a Light or Enterprise object, based on whether or not it uses a private sharing model, Bulk API, or Streaming API.

– If you use a private sharing model, Bulk API, or Streaming API with the object, it’s considered an Enterprise object.

Significant changes were made to how HTML code is handled in home page components.

– To see a full list of the enhancements, please see the release notes. We’ve made some changes to the way actions work in Salesforce and Salesforce1:

– Global Publisher Layouts and Global Actions have new locations in Setup.

– Mobile smart actions no longer automatically display in Salesforce1.

– We’ve added a create action for events to the default actions on the global publisher layout. With Usage based entitlements, track how much your organization is using in a given entitlement.

What are the General Administration Enhancements?

Keep track of how many custom objects your users are assigned to by creating a custom report type with the user License and Custom Object usage by User License Metrics objects.

What are the General Administration Enhancements? (cont.)

Create a new Custom Report Type with “User Licenses” as the primary object.

Sample Matrix Report built using the Custom Report

Type showing custom object usage trending over 3 days.

Workflow email alerts for the User object can reference fields from the user record that triggered the workflow rule.

– When workflow email alerts approach or exceed certain limits, Salesforce sends a warning email to the default workflow user or – if the default workflow user isn’t set – to an active system administrator.

Flow triggers can pass pervious record values into Sobject variables (pilot) using the {!old} value. You can now run reports on completed and in-progress approval processes and their steps. Previously

reports were available only for pending approval requests.

– It’s important you understand the limitations and special behaviors when you create or view approval history reports. To see all considerations, please see the release notes.

There are new methods available for triggering a flow:

– The Apex start() method

– A custom button or link

– The flow URL

– The Run button in the Cloud Flow Designer Manipulate multiple salesforce fields for salesforce records with a single query, and manipulate that data with a

single DML statement by using sObject variables, sObject collection variables, and loops in a flow. When building a flow, you can now reference fields for records that are related to the values that are stored in an

sObject variable.

What are the Enhancements to Workflow?

You now have two options for sending email from a flow: call an existing workflow email alert or configure the email within the flow.

– With an Email Alert element, you only need to associate the email with a record.

– With the Send Email element, you need to provide the subject, body, list of recipients, and sender for the email.

As an alternative to Record or Fast elements, flows can now use object-specific and global actions to create and update salesforce records.

Previously, flows could potentially consume more resources than are allowed by our governor limits, such as the number of DML statements or SOQL queries issued in a single transaction.

What are the Enhancements to Workflow? (cont.)

Previously, administrators could limit user password reuse by selecting an option of up to 15 passwords remembered in an organization’s history. Now administrators can select up to 24 passwords remembered.

Administrators could previously require minimum password lengths of up to 10 characters but can now require a 12 character minimum length.

Admins can require uppercase and lowercase letters (before it was just alpha characters, regardless of case).

Previously administrators could require a maximum lifetime for a password, such as 90 days. Now administrators can also require that password lifetimes be a minimum of one day.

Prevent unwanted access to your organization using the Force logout on session timeout session setting, where the page gets automatically redirected to the login page once a session times out, so whatever was on the screen is no longer visible.

Developer Edition organizations now get 10 Identity Connect permission set licenses for testing and development.

What are the Enhancements to Security?

The Salesforce login page includes a link, Log in to a custom domain, so users of organizations that implemented My Domain or Communities can easily get to their organization.

The multiple username login hints feature lets the salesforce.com login page remember usernames for past login, across multiple organizations or custom domains. This feature is now supported in Internet Explorer 8 and later.

You can use Microsoft Access Control Service as an authentication provider using OAuth. Authorization is typically done by a Microsoft Office 365 service like Sharepoint® Online.

What are the Enhancements to Security? (cont.)

REFERENCE: For a list of all the Summer ‘14 Security features, please see the release notes.

User can click on Log in to a

custom domain

User can overwrite the auto completed My domain URL with their community URL

User start typing and the page displays suggestions for

completing the My Domain URL.

User Sharing controls the visibility of internal users and external users within your organization, communities, and portals. Starting in Summer ‘14, user sharing is on by default in all orgs.

Enable or disable the sharing button for all users via the Sharing Settings page.

What are the Enhancements to Sharing?

User Sharing enabled for all

Separate OWD enabled for all

Control whether users can manually share

their own user record

External Organization-Wide Defaults enable you to set a different default access level for external users. In Summer ‘14, External Organization-Wide defaults are auto-enabled for all organizations.

When you create, update, or delete sharing rules, the resulting recalculation is now processed asynchronously and in parallel. The recalculation is run in parallel and asynchronously in the background, which speeds up the process and provides better resilience to site operations such as patches and server restarts.

– Progress of the recalculation can also be monitored on the Background Jobs page.

What are the Enhancements to Sharing? (cont.)

REFERENCE: For a full list of Summer ‘14 sharing enhancements, please see the release notes.

Use the Salesforce Metadata API to define a retention policy for your field history (Pilot).

– Field History Retention policies define how long field history should be stored in production and archive data stores. With an aggressive retention policy, Salesforce will allow significantly higher field tracking per object, significantly increasing the data audit capability available on the platform

This release includes updates that improve the performance, logic, and usability of Salesforce but may affect your existing customizations. For a full list of critical improvements, see the release notes.

What are the Additional Force.com Customization Enhancements?

Force.com Customization Enhancements Summary

Feature ReleaseType


required.


setup required.





License

Custom Permissions DP P DE n/a

More Specific Permissions for Managing users

GA P PxE, UE, DE, Database.com n/a

Publisher Actions for Chatter Off Organizations


Advanced Setup Search Beta P PE, PxE, UE, DE n/a

Login IP Range Description

GA P EE, PxE, UE, DE, Database.com n/a

Increase in External ID Limits


Customize Feed-Based Page Layouts


Custom Object Classification


Custom Object Tracking GA P EE, PxE, UE, DE, Database.com n/a

New location in Setup for Publisher Actions


Force.com Customization Enhancements Summary (cont.)

Feature ReleaseType


required.


setup required.





License

Changes to Mobile Smart Actions Behavior


Usage Based Entitlements

GA P EE, PxE, UE n/a

Visual Workflow Enhancements


Flow Triggers Can Pass Previous Record Values into Sobject Variables

Pilot P PE, EE, PxE, UE, DE n/a

Run Reports on Completed and In Progress Approvals


Custom Domain for Communities

GA PCM, GE, PE, EE, PxE,

UE, DE , Database.com

n/a

Login Hints in IE8 or Later

GA PCM, GE, PE, EE, PxE,

UE, DE , Database.com

n/a

User Sharing on by Default

GA P PxE, UE, DE, Database.com n/a

Control Manual Sharing on User Records


Force.com Customization Enhancements Summary cont.

Feature ReleaseType


required.


setup required.





License

External Org Wide Defaults Auto Enabled


Asynchronous parallel recalculation of sharing rules


Retain Field History Data Pilot P CM, GE, PE, EE, PxE, UE, DE, n/a

REFERENCE: For a full list of Force.com features and enhancements, please see the release notes.

Force.com Development Enhancements

Sandbox Enhancements Change Sets Enhancements Force.com Canvas Enhancements Developer Console Enhancements Visualforce Enhancements Additional Force.com Development Enhancements

What are the Force.com Development Enhancements?

In Summer ‘14, Sandbox copy and refresh now support connected apps installed using a package installation, such as connected apps installed from the AppExchange.

You can match provisioned licenses in production to your sandbox organization without having to refresh your sandbox.

What are the Enhancements to Sandbox?

Administrators and Developers now have new ways to use change sets and external tools for deployments. The following Entitlement type sets are now included in change sets:

– Entitlement Process

– Entitlement Template

– Milestone Account access permissions are now included in territories and deployed as part of territories in change sets. With Summer ‘14, you can now monitor the status of all deployments in one place. Change sets, the Metadata

API, and tools-based deployments all show on the Deployment Status page.

The Force.com Migration Tool now accepts the rollbackOnError parameter in build.xml for deployment targets and no longer ignores this value.

What are the Enhancements to Change Sets?

Now you can directly embed Canvas Apps on your Page Layouts and in S1 Mobile Cards without having to use a Visualforce wrapper.

What are the Enhancements to Force.com Canvas?

Embed your Canvas App directly in a Page Layout without using a Visualforce Container

Canvas Apps can be displayed in Record Detail and in Mobile

Cards in S1

The orientation event enables you to handle changes in orientation when your canvas app appears on a mobile device.

Set your own Canvas App icon for your apps in S1 Mobile Navigation menu.

What are the Enhancements to Force.com Canvas? (cont.)

Canvas apps can use their own logo,

or the default Puzzle Piece logo

Rotating your device sends an event letting the canvas app know

which orientation you are at (0, -90, or 90 degrees)

Now you can dynamically generate Canvas App parameters and modify the signed request through the use of an Apex class associated to the Canvas App


Using an Apex Lifecycle Handler, you can

override the default behavior of the signed

request and context

You can use custom logic to override the default Canvas URL

Now you can include record details in the signed request that are automatically generated based on the record the Canvas App is embedded on. The <apex:canvasApp> component has a new attribute called entityFields. This attribute lets you specify object fields to be returned in the signed request Record object.


You can set the record fields in the Apex Lifecycle

handler and/or the Visualforce component

The fields requested will be returned in the “record” object in the

signed request and context

The Canvas SDK provides methods to resend and refresh the signed request, allowing you to use your existing single sign on solution (including SAML) to provide your users with a seamless authentication flow.


This also allows you to display VF

pages between different orgs

With SAML Support, you can now log

into your 3rd party app and then refresh the Signed request through the Canvas

SDK

The new Edit menu in the Developer Console allows you to quickly access search and edit functionality. Search for files by name using the new Open Resource dialog in the Developer Console. Use the Query Plan tool to optimize and speed up queries done over large volumes.

The Change Log Levels dialog in the Developer Console now includes a color-coded Expiration field that displays the current logging status.

What are the Enhancements to Developer Console?

Visualforce Remote Objects has been improved with new features, including remote method overrides, an upsert() operation, the orderby query condition for specifying sort order, and new query operators for where conditions. Also, Remote Objects now supports geolocation fields, which removes a limitation of the prior release.

The topics widget lets users see, add, and remove topics on a record so it’s easy to tag and categorize records. Use the renderStyle attribute to specify whether the widget appears with a basic or an advanced user interface.

The markerFill and fillColor attributes of the <apex:lineSeries> charting component weren’t defaulting to match the component’s strokeColor as documented. This behavior has been corrected for pages that are set to API versions 31.0 and later.

The way that Visualforce adds Salesforce CSS and JavaScript resources to generated pages has been optimized. The result is pages that are faster to download and more efficient to render in the browser than in prior releases.

Visualforce session management has been improved to more correctly handle transitions between different salesforce.com servers. The critical update is transparent in normal use but fixes problems with certain edge cases.

What are the Enhancements to Visualforce?

Limits for all Apex describe calls have been removed for all API versions. Describe calls include describes for sObjects, fields, field sets, child relationships, picklists, and record types.

The Limits methods for script statements have been removed but are available and deprecated in API version 30.0 and earlier. Because the script statement limit is no longer enforced in any API version since Winter ’14, the associated Limits methods are no longer needed.

You can access the Standard Price Book in your apex tests when SeeAllData=FALSE and create your own test data rather than relying on pre-existing test data.

You can submit more batch jobs simultaneously and actively manage the order of the queued jobs (Pilot) There are a number of changed methods, classes, and interfaces in the Summer ’14 release. For a full list of

these changes, please see the release notes. There are a number of new and changed objects, as well as new and changed calls, methods and attributes

related to API 31.0. For a full list of API changes, please see the release notes.

What are the Additional Force.com Development Enhancements?

Force.com Development Enhancements Summary

Feature ReleaseType


required.


setup required.





License

Packaged Connected Apps Copied to Sandboxes


Match Production Licenses to Sandbox w/o Refresh


Change Sets Enhancements


Layouts and Mobile Cards Location

GA P EE, UE, PxE, DE n/a

S1 Orientation Event GA P GE, PE, EE, UE, PxE, DE n/a

Mobile Navigation Canvas Icons GA P GE, PE, EE, UE,

PxE, DE n/a

Apex Lifecycle Handler GA P* EE, UE, PxE, DE n/a

Canvas URL Override GA P* EE, UE, PxE, DE n/a

Record Attachment GA P* EE, UE, PxE, DE n/a

SAML Support GA P EE, UE, PxE, DE n/a

*Available through GE and PE through packaging

Force.com Development Enhancements Summary

Feature ReleaseType


required.


setup required.





License

SAML Support GA P EE, UE, PxE, DE n/a

Developer Console Enhancements


renderStyle Attribute GA P EE, UE, PxE, DE n/a

markerFill and fillColor Attributes


CSS and Javascript Resources


Enhanced Session Management


Limits for all Apex describe calls have been removed for all API versions.


Access Standard Price Book with SeeAllData=False


Submit more batch jobs simultaneously

GA EE, UE, PxE, DE n/a

ISV Enhancements

Historically, after selecting to install an app from AppExchange, customers have had to go through a long installation experience. New with Summer ‘14, a simplified installer makes app installation possible in just one step.

What are the Enhancements to ISVForce?

Release Notes

One-step Install

ISVs can specify the set of post-installation configuration steps that their customers should perform upon install or upgrade.

What are the Enhancements to ISVForce? (cont.)

Post install instructions

NOTE: While uploading the package, the ISV has to specify the post install instructions. This can be a URL to their website or a VF page that is part of the package that is being uploaded.

The new Partner Community at https://partners.salesforce.com is now the primary resource for all ISVs. You can collect detailed Usage Metrics from each organization in which your managed package is installed,

giving you valuable insights into the utilization and performance of your app across your entire customer base. The Usage Metrics Visualization package, available from Salesforce Labs on the AppExchange, enables you

to visualize trends in usage metrics data for your app.


Ability to visualize metrics for one org or across all orgs

Visualize Data for the Last 30, 7 or 2 days

https://partners.salesforce.com/

The License Management App now generates licenses and leads for package installation in sandbox organizations, in addition to production organizations.

Administrators can now use the API to assign or revoke licenses for any managed package installed in their organization.

You can now create partner organizations directly from the Environment Hub, instead of having to visit the Partner Portal.

Mobile packaging is now available to all customers for free, solving the app distribution problem for customers building mobile apps on the Salesforce platform by providing an easy mechanism for distributing those apps to employees or partners.


ISVForce Enhancements Summary

Feature ReleaseType


required.


setup required.





License

Simplified Installer GA P GE, PE, EE, PxE, UE, DE, Database.com n/a

New Partner Community GA P GE, PE, EE, PxE, UE, DE, Database.com n/a

Usage Metrics GA P PE, EE, PxE, UE, DE n/a

Usage Metrics Visualization


License Management App Supports Sandbox Installation


Assign Package Licenses Using the API


Create Partner Organizations in Environment Hub

GA P EE, PE, UE n/a

Package Mobile Connected Apps

GA P GE, PE, EE, PxE, UE, DE n/a

REFERENCE: For a full list of ISV features and enhancements, please see the release notes.

Salesforce Summer '14 release overview

Technology

sandbox available

preview release notes

sandbox customers

developer preview

large sandbox

production release pilot

forwardlooking statements

na1 release training