Users logging on this Monday noticed a whole new logo in the corner. Gone are the summertime graphics, replaced by a polar bear.
Salesforce.com has published the Winter 14 release notes for all of us to review. We strongly recommend that you review the document, but as always we at Fluido have gone through this massive document and picked out our favorite new features.
So let's get to it. Here are the ones we chose at Fluido!
Bits and Pieces
Follow topics so you can see updates in your Chatter feed
More search options in Enhanced Lookups
Freezing user accounts instead of inactivating them
Making Chatter Groups inactive or archiving them
Merge and rename Chatter Topics
Service Cloud Console now available for the Sales Cloud
Opportunity Splitting and Forecasts
Linking Pricebooks to Accounts or Customers
Opportunity Field History Reports
Sharing Model for the User Object
Restrict List View Creation from profiles
Prewarning: After the Summer ’15 release, Internet Explorer versions 7 and 8 are no longer supported.
At Fluido we are big on using Chatter. Therefore the chatter features seem to pop up as number one in our polls. A couple of noteworthy enhancements on groups.
In addition to mentioning individual people, you can now mention groups in your posts and comments. Furthermore, you can now archive old groups by hiding them from users.
You can now follow topics so you can see updates in your Chatter feed. Furthermore, you can merge and rename topics.
Chatter feed search is moved to new location. You’ll now see the icon on the left side of your feed below the publisher.
You can search for information in feeds on a user’s profile, on a record, in groups, and on the Chatter and Home tabs. A contextual feed search is helpful when you want to find something that was once discussed in that specific feed.
Thanks is a Work.com feature that is now available directly from the Chatter publisher. Use Thanks to recognize your
coworkers. You can customize your post with one of twelve badges. Your "Thanks" post appears in your feed and the feed of the person you’re thanking.
Historical Trend Reporting: On top of the standard up-to-the-minute reporting on the current state of your business, You can now analyze day-to-day and week-to-week change in the Opportunities object and up to three custom objects at once.
Embedded Analytics: "Users can now get the data they need right on their most-visited pages, without having to go to the Reports tab." You can embed report charts right on record detail pages for any standard or custom object. There are some limitations (two reports per page) but users are can view report details and make decisions based on data they see in the context of the page.
Resize Folder List: On the Reports tab, you can now finally drag to resize the left pane, where report and dashboard folders are listed, so you can see the full name of any report folder - finally.
Lot's of stuff on the user object. First of all you can freeze user accounts. If you have a user you need to deactivate, it is not as simple as that if your user is attached to approval processes or assignment rules. You can now deny them access without having to go through the steps at once.
Workflow rules on the user object. Anyone who has been an admin for a while will appreciate this feature.
Control who sees who in the organization with standard sharing functionality. We have focused on who sees which records but restricting who sees who can help the user focus on their work.
Salesforce has increased the storage limits for Developer and Developer Pro (formerly named “Configuration Only”) sandboxes.
Developer sandboxes increased from 10 MB to a 200 MB storage limit.
Developer Pro sandboxes increased from a 500 MB to a 1 GB storage limit.
My favourite tool "Developer Console" now has a new view called "Save Order". This view shows a visual timeline of DML actions.
DML actions are displayed as color-coded boxcars. Clicking on objects will give the Id of the object and clicking on the boxcars will give more information about that operation.
Removing the code statements limit and replacing it with a processing-time limit of 10000 milliseconds (10 seconds - which is a very long time for a cpu) is interesting since it invites for looser queries and more processing of huge datasets. On the downside be careful: it might result in code that is less lean overall.
In the words of a developer: "this is a great enhancement for the geeks at least :)"
The ability to remove custom fields in a released managed package. While one is continuously improving a managed App you will come accross instances where some previously defined fields are no longer necessary and thus you want to deprecate them completely. However this was not possible until now. Now one can cleanup all those unnecessary fields before making the next release of the managed App.
So looking forward to some really good enhancements! And remember, they are all available for you immediately. To view the features that need any set up work – go to page 6 in the release notes.
And of course, as always, you can contact Fluido!
Service Cloud Features
Marketing Cloud Features
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 pdf.