What's in Salesforce.com's Spring '14 Release for Me and My Nonprofit

Global Tech & Resources

What’s in Spring ‘14 for Me?

www.gtr.net/play-the-game

http://www.gtr.net/play-the-game




Chicago Nonprofit User Group

April 2, 2014


https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001oLTCAY







Salesforce.com customer since 2000.

Creating Possibilities– Salesforce Talent as a Service™:

• Out-task your Salesforce.com admin and development projects to GTR.

• Staff contingent need with talented GTR Salesforce.com people

• Train your Salesforce.com talent

• Get hired as a Salesforce.com talent– GetMeTheRightJob.com

• Join the LinkedIn Group: So You Think You Know Salesforce!™

• Practice your readiness to take the Salesforce.com certification exams at gtr.net/play-the-game



http://gtr.net/out-task-salesforce/

http://gtr.net/out-task-salesforce/

http://gtr.net/

http://gtr.net/

http://gtr.net/salesforce-training-coaching/

http://gtr.net/salesforce-training-coaching/

http://getmetherightjob.com/

http://www.linkedin.com/groups?gid=6534055

http://gtr.net/play-the-game/




Charlie HavensVP Business Development, Consultant and Trainer

Salesforce.com Certified Admin, Advanced Admin, and Force.com Developer

[email protected] | 773-848-0154 | The power of US

● Nonprofit Practice.

● Training Practice for Salesforce.com certification exam training programs.

● Connecting Global Tech & Resources to its partner organizations.

● Architect for Play-the-Game.



http://www.linkedin.com/in/charliehavens/

http://www.linkedin.com/in/charliehavens/

https://powerofus.force.com/_ui/core/userprofile/UserProfilePage?u=00580000005V7QB&tab=sfdc.ProfilePlatformOverview#




Who here has viewed the following:● Spring ‘14 Release Live Webinar

● Salesforce.com Foundation’s Highlights of Spring ‘14

● Read the Spring ‘14 Release Notes - (its being rolled out between April 4th and 19th)

● Salesforce.com Foundation’s video The Connected Nonprofit



https://www.salesforce.com/form/conf/webinar-salesforce-spring-14.jsp

https://www.salesforce.com/form/conf/webinar-salesforce-spring-14.jsp

https://www.youtube.com/watch?v=w-8gyIRxnBU

http://docs.releasenotes.salesforce.com/en-us/spring14/release-notes/rn_welcome_release_notes.htm

https://www.youtube.com/watch?v=ofkSspAK48o




Let’s talk about water surface tension, instead.


How do they do that?

My Dreamforce ‘13 take-away:

“With the Core Salesforce functionality brought to any device,Salesforce1 makes everyone a mobile developer .”

… we all become mobile everywhere.







Spring 14 Release - Our Favorite Highlights

Presented March 6, 2014 to the Chicago Suburban Salesforce User Group

By Velu Palani and Charlie Havens




What’s in it for me? I’m a...● Development User

● Communications User

● Service Program User

● Salesforce.com Administrator

● Salesforce.com Developer

● Executive Director and Everyone Else


Now, comes Spring ‘14 Release Notes with 320+ pages.

What’s in it for my nonprofit? We’re connected and we use Salesforce to…

● Fundraise

● Communicate

● Collaborate

● Serve


http://docs.releasenotes.salesforce.com/en-us/spring14/release-notes/rn_welcome_release_notes.htm






Spring ‘14 – What do I get as a Development User?







● Collaborative Forecasts and Opportunities

● Access Twitter for Social Accounts, Contacts, and Leads in Salesforce1

● Orders – “An order is an agreement between a company and a customer to provision services or deliver products with

a known quantity, price, and date. Order products represent those services or products.”

● Salesforce Console Enhancements

● You can disable Territory Management - Contact Salesforce - Do the Impact Analysis !!! Warning !

○ If you disable Territory Management, your users lose record access that’s based on territory assignments,

your organization no longer has access to territory management data, and Customizable Forecasting is

automatically disabled.

● Call, Log Calls to, and Email Leads in Salesforce1– previously, only possible w/ Contacts in Salesforce1

● View Profile Images for Leads in Salesforce1– previously, only possible w/ Contacts in Salesforce1

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_opps_and_collab_forecasting.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_social_twitter_in_sfdc1.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_orders_ga.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_console.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_leads_actions_in_sfdc1.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_leads_profile_image_sfdc1.htm




● Collaborative Forecasts and Opportunities

● How do you migrate to Collaborative forecasts?

○ First disable the customizable forecasts

■ Document Link with instructions for migrating to Collaborative forecasts.




http://help.salesforce.com/HTViewHelpDoc?id=forecasts3_migration_info.htm&language=en_US

http://help.salesforce.com/HTViewHelpDoc?id=forecasts3_migration_info.htm&language=en_US






● Access Social Accounts, Contacts, and Leads in Salesforce1, (may require Radian6 integration)

● Salesforce1 users can now leverage the power of social media to connect with their accounts,

contacts, and leads.

● Starting in Spring ‘14, you can find and link to Twitter profiles, and view Twitter profile images,

Tweets, and followers for your accounts, contacts, and leads with Salesforce1. And, use the new

People in Common feature to discover shared connections.

○ Link




http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_salesforce1_newfeats_socialCRM.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_salesforce1_newfeats_socialCRM.htm





1) Primary tab

2) Custom components

3) SoftPhone

4) Playground

● Salesforce Console Enhancements




● Salesforce Console Enhancements– continued… Multi-Monitor Components

More Custom Console Components in the Sidebar.

Add and organize multiple custom console components on each sidebar of a console.




● Salesforce Console Enhancements– continued… Multi-Monitor Components

Check out your licensing requirements




Spring ‘14 – What do I get as a Development User?● Orders – “An order is an agreement between a company and a customer to provision services or deliver products with

a known quantity, price, and date. Order products represent those services or products.”

● Why Orders?

○ Use orders to automate your post deal process (closed- Opportunity Won).

■ Especially, if closed Opportunity Won represents multiple orders or needs to be followed in a contract.

○ Create and Link the order with an Account and/or a Contract

○ Track the order using the Orders Tab

● What is it? (YouTube video)

○ Object

■ Order and Order Products

● Steps & Entity Relationship Diagram

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_orders_ga.htm

https://www.youtube.com/watch?v=hhTyraghk4Y

https://na1.salesforce.com/help/pdfs/en/salesforce_orders_cheatsheet.pdf

http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_erd_products.htm

https://na1.salesforce.com/help/pdfs/en/salesforce_orders_cheatsheet.pdf




● Call, Log Calls to, and Email Leads in Salesforce1

● View Profile Images for Leads in Salesforce1- “if a lead is linked to a social network profile, the profile

image selected for the lead displays when a user views the lead in Salesforce1”








Spring ‘14 – What do I get as a Communications User?





Spring ‘14 – What do I get as a Communications User?

“Salesforce Marketing Cloud is a unified social marketing suite that allows companies to listen to and engage customers, publish content, optimize social advertising, measure campaigns, and integrate social insights with customer data.”

“Salesforce.com + ExactTargetRadian6—Gain insights about brand conversations and respond in real time.

Buddy Media—Empower marketers to manage, schedule, and publish content with social apps.social.com—Build, optimize, and automate highly targeted social advertising campaigns.”

...it has a different license and a different release schedule;and, a different set of release notes.

If you are using ExactTarget, Radian6, Buddy Media, social.com, or Pardot; go here for the release notes.



http://www.salesforce.com/us/developer/docs/marketing/MCReleaseNotesSpring14.pdf

http://www.salesforce.com/us/developer/docs/marketing/MCReleaseNotesSpring14.pdf



Spring ‘14 What do I get as Service Program User?




Spring ‘14 – What do I get as Service Program User?

● Case Feed

○ Support for Drag-and-Drop Attachments in the Case Feed Email Publisher

○ Inline Images Now Supported in the Case Feed Email Publisher

○ Automatically Associate Outgoing Emails with Contacts

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_case_feed.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_case_feed.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_case_feed_drag_and_drop_attachments.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_case_feed_drag_and_drop_attachments.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_case_feed_inline_images.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_case_feed_inline_images.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_case_feed_auto_associate_contact_to_email.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_case_feed_auto_associate_contact_to_email.htm


● Social Customer Service

○ Need to integrate with Radian6

○ CSRs can directly engage customers by responding cases create from from Twitter or Facebook.

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_social_customer_service.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_social_customer_service.htm



Spring ‘14 – What do I get as an Admin?






Force.com Customization – “Use point-and-click tools to expand your Salesforce organization: enhance

your objects, data, and fields, customize your organization’s look and feel, enhance your business

processes, and create websites and apps. Customization also includes administration and security

tools.”

● Data Import Wizard - comparison chart

● Feed-Based Page Layouts for account, contact, lead, opportunity, and custom objects.

● General Administration

○ Lookup Filter are now supported on many more objects. Its been added to: Campaigns,

Cases, Contracts, Ideas, Leads, Opportunities, Products, and Social Personas. And, now

validates field type compatibility in real time.



http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_general_feature_impact.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_data_import_wizard_pilot.htm

https://ssl.salesforce.com/help/pdfs/en/salesforce_data_import_wizard_tipsheet.pdf


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_feed_based_layouts.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_feed_based_layouts.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_custom_general.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_lookup_filters_enhanced.htm




● Mass Assign Permission Sets

○ Assign a Permission Set to Multiple Users

○ Remove User Assignments from a Permission Set

○ Assigned Users Page Removed from Permission Sets

● Page Layout Assignments for Permission Set Licenses



http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_perm_sets_mass_assign.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_perm_sets_mass_assign.htm



● Data Import Wizard - “Choose the type of object data you want to import (accounts and

contacts, leads, solutions, or custom), choose a source file for your data, map the fields that

need to be mapped, and start your import.”





● General Administration

● Lookup Filter Enhancements– Lookup filters are now supported on many more objects.

● Hide Standard and Custom Apps from the App Launcher– Use the App Menu settings to control

whether users see only connected apps in their App Launcher.







Spring ‘14 – What do I get as a Developer?






● Sandboxes

○ Partial Data Sandboxes

○ Sandbox User Email Addresses Modified on Refresh

● New User Interface for Monitoring Deployments

● Visualforce



http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_sandbox.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_sandbox_partial_data.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_sandbox_partial_data.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_sandbox_email_modified.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_forcecom_meta_ui_monitoring.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_vf.htm




Sandboxes

● “Partial Data Sandboxes– Salesforce introduces a new sandbox type: Partial Data Sandboxes

○ It includes the reports, dashboards, price books, products, apps, and customizations under Setup

(including all of your metadata).

○ Additionally, as defined by your sandbox template, Partial Data sandboxes can include your

organization's standard and custom object records, documents, and attachments up to 5 GB of

data and a maximum of 10,000 records per selected object. A Partial Data sandbox is smaller than

a Full sandbox and has a shorter refresh interval. You can refresh every 5 days.

● Sandbox User Email Addresses Modified on Refresh– Starting in Spring ’14, whenever you refresh a

sandbox all user email addresses are modified to use an example domain. The Salesforce message

transfer agent ignores emails that end with @example.com, so no emails are sent from a sandbox.”






● Sandbox User Email Addresses Modified on Refresh








● New User Interface for Monitoring Deployments

The page for monitoring deployments has been redesigned and now provides real-time and in-depth statistics

of Metadata API-based deployments. You can use this page to track the progress of deployments and

troubleshoot failures.








● Visualforce

○ “Visualforce enhancements in Spring ’14 are focused on improving the experience of developing

apps that combine Visualforce and JavaScript, including Salesforce1 and other mobile apps,

along with some additional development improvements and other changes… ”

○ Visualforce Remote Objects—Developer Preview







Spring ‘14 What might be useful to the executive director; and to everyone else?




Spring ‘14 – What might be useful to everyone?

● “These enhancements and changes affect how most users experience Salesforce.”

○ Chatter Files Sync– pilot

○ Using Topics for Objects to Organize Records

○ File Storage Per Paid User License Increased from 612 MB to 2 GB for Enterprise, Performance, and

Unlimited Editions

○ Search More Fields for Users and Opportunities in Enhanced Lookups

○ Auto-Saving of Records with Lookup Values Now Supports Enhanced Lookup Searches

○ Salesforce mobile apps, including Salesforce1 and SalesforceA.

○ Chatter With Email-to-Groups, Topics, Salesforce Files Sync, and powerful ways to work in the

feed, Chatter helps everyone in your organization stay connected and get more done faster.

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_chatter_files.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_general_topics_for_objects.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_general_storage.htm




http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_general_search.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_general_search_lookup_save_without_select.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_feature_impact.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_salesforce1.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_admin1.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_chatter_feature_impact.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_chatter_email_to_group_enable.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_chatter_topics.htm





● “These enhancements and changes affect how most users experience Salesforce.” – continued…○ Analytics

■ Flexible Sorting in Reports

■ Floating Headers in Summary and Matrix Reports

■ Hide Unused Report Types

○ Activities – Repeat Tasks on a Flexible Schedule



http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_analytics_feature_impact.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_analytics_feature_impact.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_analytics_sorting.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_analytics_floating_header.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_analytics_hide_report_types.htm


http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_activities_and_tasks.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_tasks_repeat.htm



Spring ‘14 – What might be useful to everyone?Chatter Files Sync (pilot)

● “With Salesforce Files Sync enabled,

you can search, filter, upload, and

sync files right from the Files tab.

● Download the Salesforce Files client

● Sync most existing Chatter files. Once

synced, the file is accessible in three

places: the Salesforce Files folder on

your desktop, the Synced filter on the

Files tab in Chatter, and the synced

filter in Salesforce1.”




Spring ‘14 – What might be useful to everyone?Using Topics for Objects to Organize Records:

● “Allow users to add topics to records. Adding topics helps organize records, making them easier to

find.

● Users can add topics to records and retrieve them using list views. For example, if you met a number

of contacts at a conference, you might add the topic ‘User Conference 2014’ to their records.






File Storage Per Paid User License Increased from 612 MB to 2 GB for Enterprise, Performance, and

Unlimited Editions

File storage includes files in attachments, the Documents tab, the Files tab, the File field, Salesforce CRM

Content, Chatter (including user photos), and Site.com assets.










● “Search More Fields for Users and Opportunities in Enhanced Lookups

“By default, enhanced lookups query a limited set of fields, known as Name fields, for each object. If your

search for a record returns a large number of matches, such as a user with a common name, you can instead

query all searchable fields for that record to narrow your results. In the enhanced lookup search dialog, select

All Fields and enter other search terms unique to the record, such as the user’s email address.”

“You can now enable enhanced lookups for opportunities. Also, enhanced lookups for both users and

opportunities now support the All Fields search option.”






● Auto-Saving of Records with Lookup Values Now Supports Enhanced Lookup Searches

“When users are editing a record, if they enter a value in a lookup field then save the record without clicking

the lookup icon Search lookup icon, Salesforce now automatically performs an enhanced lookup search if the

object is configured to use enhanced lookups.”

“By default, saving a record with a typed-in value in a lookup field performs a standard lookup, which queries a

limited set of fields. Enhanced lookups allow you to query and search more fields per object and narrow your

search results. Here’s what can result from the lookup search:

● One exact match—Assigns that value to the lookup field and automatically saves the record

● More than one possible match—Displays a drop-down list of matches for users to select from

● No matches—Displays an error”






Salesforce mobile apps, including Salesforce1 and SalesforceA.

Note: Salesforce1 from the browser: https://<server>.salesforce.com/one/one.app

Areas of Differences between Salesforce1 and Full Site:

● Supported Salesforce data; Chatter feeds, groups, and profiles; Communities; Searching for information;

Creating and editing records; Tasks and events; Approval requests; Notifications; The new Today feature;

Supported Salesforce customizations

● Mash-ups between Salesforce1 and that particular mobile devices UI: such as Camera; and Today, which

displays data from phone’s calendar



http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_feature_impact.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_salesforce1.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_admin1.htm

http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_mobile_salesforce1_limits.htm




● Chatter With Email-to-Groups

“Users can post to groups by sending emails from the email address associated with their Salesforce account.

By default, this preference is turned off for your organization.”




http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_chatter_email_to_group_enable.htm




● Flexible Sorting in Reports

● Floating Headers in Summary and Matrix Reports

● Hide Unused Report Types

● Activities – Repeat Tasks on a Flexible Schedule








http://releasenotes.docs.salesforce.com/en-us/spring14/release-notes/rn_sales_tasks_repeat.htm



● Prepare for Release

● Educate Users

● Enjoy

http://trust.salesforce.com/trust/maintenance/

Where Can I Find Spring ‘14 Resources for Me?● Development User

○ Orders: http://www.youtube.com/watch?

v=hhTyraghk4Y&list=PLjJeA2SstEtKlEe9Me51U2jOFHRhm7G_L&index=4

● Communiations User○ http://www.facebook.com/MarketingCloud


○ Service Cloud -- Spring '14 New Features: http://www.youtube.com/watch?v=KXn1SoWkx6A


○ SalesforceA: http://www.youtube.com/watch?

v=LgpWEf7Vgy8&list=PLjJeA2SstEtKlEe9Me51U2jOFHRhm7G_L&index=3

○ http://www.youtube.com/watch?v=sXg2w7bH0rQ


○ Salesforce1: https://developer.salesforce.com/docs/atlas.en-us.salesforce1.

meta/salesforce1/setup_s1_intro.htm

○ https://www.udacity.com/course/ud162

● Executive Director and Everyone Else

○ Salesforce Files: http://www.youtube.com/watch?v=7bQ3fQFCMZM&list=PLjJeA2SstEtKlEe9Me51U2jOFHRhm7G_L&index=2


http://www.facebook.com/MarketingCloud

http://www.facebook.com/MarketingCloud

http://www.youtube.com/watch?v=LgpWEf7Vgy8&list=PLjJeA2SstEtKlEe9Me51U2jOFHRhm7G_L&index=3



https://developer.salesforce.com/docs/atlas.en-us.salesforce1.meta/salesforce1/setup_s1_intro.htm



http://www.youtube.com/watch?v=7bQ3fQFCMZM&list=PLjJeA2SstEtKlEe9Me51U2jOFHRhm7G_L&index=2


What are your take-aways?As a...

● Development User

● Communications User




● Salesforce User


As a connected nonprofit using Salesforce to…

● Fundraise

● Communicate

● Collaborate

● Serve





What's in Salesforce.com's Spring '14 Release for Me and My Nonprofit

Technology

global tech

view profile

activities

listpljjea2sstetklee9me51u2jofhrhm7glamp

disable territory

service program

partial data

data import