Salesforce.com has published the Spring 13 release notes for all of us to review. We strongly recommend that you review the release document, but to ease your work of going through all the pages, the team at Fluido has picked some of their favourite features for you.
Bits and Pieces
- Chatter Tasks
- Email Replies to Like Posts and Comments
- Column Headers you can click in Search Results
- Knowledge enhancements
- Searching in Group Feeds and Posting on Public Groups
- Quarterly Forecasting
- Touch Touch Touch!
- Force.com Canvas
- Developer Console Button and Link
Many of our customers have wanted Chatter to notify them of tasks that relate to an account or other records that they are following. While it has been easy for us to make an APEX trigger to do this - and there are even free apps in the AppExchange for this, this will now be available as a standard feature. It will also be possible to create tasks right from the Chatter feed of a record, making collaboration one step easier again.
An administrator must turn on this feature
Liking in Chatter via Email
Chatter notification emails now let you reply to like a post or comment. Similar to replying to an email to post a comment, you can reply with the word like in the body of the email. As a caveat you need to use the word "Like". If you include extra white spaces or the original message that some email applications automatically include, SF ignores them and processes the reply as a like. However, if you include any other text in the body. SF processes your reply as a comment.
Clickable Column Headers
Finally searching has become easier. For example when you search for a Contact and then you want to sort by the Account name column, you can do that now. Very small fix, but oh, so exciting.
Salesforce Knowledge has now two new SOQL clauses available that allows developers to use API to update an article's view statics. This new feature with two new clauses is available through a pilot program.
Searching in Group Feeds and Posting on Public Groups
Searching for items in a specific group is helpful when you want to confirm or check if something was once discussed in the group. You can search all public groups as well as any private groups that you’re a member of. Now you can also make a post on any public group, including groups you are not a member of.
With the forecasting feature you can now forecast by quarters - up to 12 months or eight quarters in the future or past. In the forecasts page, the period selected by default in the rollup table is the current month or quarter if your forecast range includes the current month or quarter. If not, then the first month or quarter is selected by default in the rollup table instead.
Touch Touch Touch
Salesforce Touch designed specifically for touchscreen mobile devices—is now generally available!
- Using Salesforce Touch, you have real-time access to the same information that you see in the office, but organized for working while on the go. You can now view dashboards in Salesforce Touch.
- Chatter is no longer a requirement for using Salesforce Touch.
- You can access all of your standard and custom apps, not just the Sales app
- Visualforce Support in Salesforce Touch that allows to use customized business logic on mobile devices. So far only working with iPads and we are looking forward to what's next
- Have a deeper look at what Touch is about. There's so much to tell.
Data.com continues to deliver more company profiles from D&B, including expanded global account data.
Select from over 200 countries on the enhanced Location Selector to find Data.com accounts from around the world.
Granting access to a user record makes the user’s detail page visible to others, and the user will be visible in lookups, list views, search, and so on.
Previously, you needed the “View All Users” permission to share your own user record via the User Detail page. Now you can grant access to your user record without this permission to other users for whom you have Read access.
Login Links for New Users Work Only Once.
Identity Provider Log and Report
Before Spring ’13, if you logged into a Salesforce instance, like https://na1.salesforce.com, visiting the instance again would ask you to log back in. Now you are automatically sent into the application on the instance as long as your browser remains active since your first login and you don’t exceed your organization’s Session Timeout value.
Developer Console Button and Link Added
For your convenience, you can now launch the Developer Console by clicking the new Developer Console button on the Apex Classes and Apex Triggers pages in setup
There's much more. Have a look at some videos, and of course, as always, you can contact Fluido!
- 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 and quick guide pdf.