First frosty mornings have been experienced in the Nordics. Salesforce also rolled out their Winter ‘15 release last weekend. Once again we have collected our favourite features from the new release and listed them for you! Please remember to read the release notes (link opens in new window) though – these are only our favourites.
- Duplicate Management. It will be great to be able to warn people of duplicates without necessarily blocking the creation. It will show matches you can choose to use instead of creating the new record. Currently it is only Beta, but we are sure it will become a hit.
- Lookups on Activities. When you feel the need to link a task or an event to more than one object, for example an opportunity and a custom object, now you can create one lookup custom field on the activity object – again, this is only Beta, but we are waiting for more.
- Set up search. If you are an old horse you can find what you are looking for in the setup area, like finding gum in your pocket, but now there’s more – you can now search for:
§ Workflow Rules
§ Workflow Field Updates
§ Workflow Email Alerts
§ Workflow Task
§ Workflow Outbound Message
§ Approval Processes
Something for developers
- Rich text editor. Quoting the release notes, plain and simple: “the Rich Text Editor, also known as the HTML Editor, that’s available in most rich text area fields has a new look, better performance, bug fixes, improved styling for pasted data, improved handling for pasted images, and increased compatibility with newer browsers. The updated editor is also available in rich text area custom fields on records and more.” The rich text editor lets users quickly and easily format text in rich text fields and in tools such as the Knowledge article editor, questions in Chatter Answers, and the Case Feed Email action.
- Post to Chatter from a Flow. There’s a new “post to Chatter” element. This means you don’t have to use an Apex Plug-in or create a FeedItem record anymore to post to the feed of a record, user, or Chatter group. These posts can include mentions and topics.
New for Chatter
- Ask questions in the Chatter feed. This will be great both internally and for companies using communities. Instead of having both Chatter groups and another section for Q&A you can have it all in one place, which will make it much easier for customers to find what they are looking for. The same goes for the internal user, where it will eliminate the same question being asked multiple times and help the user get an answer much faster.
- Unlisted Chatter Groups. There’s a more private option for working on Chatter - Unlisted Groups give us more privacy compared to traditional private groups, because now only members and users with the “manage unlisted groups” permission can access unlisted groups. This needs to be enabled before it’s available. One of our consultants is a big fan of this and can't wait to test it.
For the people on the go
- Adding products to opportunities in Salesforce1 is a big improvement. It will let the salespeople work more efficiently by letting them update products on opportunities on the road.
- Converting leads on Salesforce1. This feature needs to be enabled, but will help users work with leads on their mobile.
- View All Pending Approval Requests. You can now view all pending approval requests in one central place on Salesforce1. Similar to having the “Items to Approve” feature on the Salesforce home page. This feature is available in the Salesforce1 mobile browser app only.
- Attach files to comments or feed posts. Anyone can now attach files directly to their comments in Chatter using the Salesforce1 mobile browser app, as well as the Salesforce1 downloadable apps. You can attach files from Salesforce or files stored on a mobile device.
- Events in a weekly view. This is something we have been waiting for. You can now see an event list for a specific day.
And as the cherry on top of this wintry release, something our international team is happy to see: Norwegian is now a fully supported language and Portuguese and Slovak are now end user languages. What is your favorite pick from the new release?
Written by the Fluido Crew
Photo by Salesforce