Announcing a fabulous ready to wear collection of fantastic new features to bring new life to your Salesforce installation.
We may still have snow and ice, but the new Salesforce Spring '14 release is yet again a phenomenal set of fresh features that we can expect from award winning cloud technology. As always, we encourage you to digest the over 300 pages of release notes.
However, we at Fluido can’t wait to pick our favourites every release and now we want to share them with you.
- The new version is ready to be used and you do not necessarily need to do anything
- It's good to be aware of the changes in case there are questions
- Familiarize yourself with the release notes
- Inform your users about the changes
- Choose the features you want to deploy
- Remember that some of the features are turned on automatically
- Release notes http://fluido.my.salesforce.com/help/pdfs/en/salesforce_spring14_release_notes.pdf
Bits and Pieces
The Salesforce1 app is Salesforce on the go! This enterprise-class mobile app gives you real-time access to the same information that you see in the office, but organized for getting work done faster when you’re between customer meetings, waiting for a flight... even when you’re in line for coffee. The intuitive interface is optimized for easy navigation and data interaction on a touchscreen, so you can review details, update data, and create new records with just a few taps. And Salesforce1 includes many of your organization’s Salesforce customizations, which means your mobile experience is as tailored to your specific business needs as you need it to be.
Skills: allow users to share information about their professional expertise. With skills users can discover, collaborate with, and endorse others based on their knowledge.
Orders as a new standard object: Depending on your company’s needs, you might require your users to add orders to a contract or allow them to be added directly to an account. You can now do this with a new object called orders.
File storage increase – 612MB – 2GB: An increase in file storage for all. As you build up archives and use chatter this increase is welcome!
Multi-monitor support for Salesforce Console: Something that some customers have been desiring for a long time. Users can pop out elements on the Console to other locations on their screens to make best use of the available space. In some environments, this can have a big impact on the work of an individual customer care agent.
Badges: Users can award “super champion” badges to other members in communities (Chatter) This is a fun and simple feature but it brings in the gamification effect to all users increasing productivity.
The Import Wizard: The trusted old import wizard gets a makeover. Importing leads and custom objects is made easier. It remains to be seen what this actually looks like.
Reoccurring tasks made flexible. Finally! We can now manage tasks properly and specify a task to reoccur a certain number of days after a certain trigger. For example the next task in a series is only created after the first task is completed.
Chatter Announcements: Post group announcements to highlight important messages on the group page. The group announcement displays in a yellow highlighted area below the group photo and as a post in the group feed. The best part is that they are published just like a Chatter post but come with an expiration date
Customize Branding for Email Notifications: Now you can have custom values for the email sender’s name and address, footer text, and the logo that displays in the footer.
Using Topics to Organize Records: You can now enable and configure topics for objects. This now means that you can now create topics (#) and use them in a list view using the Topics contain “#” as your filter criteria.
Private Messages in Communities: In communities everything has been public until now. The ability to send private messages to someone is a welcome feature. You couldn’t previously send a quick private note to anyone because you didn’t have their email address.
Flexible Sorting in Reports: In a report with multiple grouping levels, sort groupings by the summary value that defines each grouping. What this means, is that when you create a summary or matrix report you can decide which field you want to sort by.
Floating Headers in Summary and Matrix Reports: It's tough to remember the headers when you're viewing a report with lots of data. Instead of having to scroll, create floating headers by freezing columns and rows. When you scroll down or across to read a report, you can choose to have the header rows at the top or the left of the report stay visible.
Social Customer Service: Integrating with Radian6, customer care agents can now engage with customers in Twitter and Facebook by replying to their cases directly in Case Feed. This makes it even easier than before to run support in social media.
Launching Visual Flows from Workflow Rules: A new workflow action called a flow trigger, which launches a flow when the workflow rule criteria are met. Cool! This means of course that the Flow cannot contain user steps. Unfortunately Flows triggered from workflows cannot contain Apex Plug-in elements.
Salesforce A: Manage users and view information for Salesforce organizations from your mobile device.
The Salesforce A mobile app offers greater flexibility for Salesforce administrators. With Salesforce A, you can perform essential user management tasks—including editing user details, resetting passwords, assigning permission sets, and unlocking, freezing, and deactivating user accounts—all from your mobile device.
Lookup filters are now supported on many more objects: Support for lookup filters is added on relationship fields that point to the following objects: Campaigns, Cases, Contracts, Ideas, Leads, Opportunities, Products, and Social Personas.
Mass assigning permission sets and mass revoking permission sets from users: Need we say more? User list views allow admins to assign and revoke Permission Sets to more than 1 user at a time.
More overviews on the new features here. You can also take some training on the new features such as Sales Cloud, Analytics or Mobile here.
Read more Fluido's Salesforce tips and tricks here.