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

Chicago Nonprofit
User Group
April 2, 2014

Salesforce.com customer since 2000.
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Charlie Havens
VP Business Development, Consultant and Trainer
Salesforce.com Certified Admin, Advanced Admin, and Force.com Developer
Chavens@gtr.net | 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.

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

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

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

● 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.

● 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

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

● 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

● 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 + ExactTarget
Radian6—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.

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

● Social Customer Service
○ Need to integrate with Radian6
○ CSRs can directly engage
customers by responding cases
create from from Twitter or
Facebook.

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.

● 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

● 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

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.

● “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

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.”

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

● 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.”

● Flexible Sorting in Reports
● Floating Headers in Summary and Matrix Reports
● Hide Unused Report Types
● Activities – Repeat Tasks on a Flexible Schedule

● Prepare for Release
● Educate Users
● Enjoy
http://trust.salesforce.com/trust/maintenance/

Where Can I Find Spring ‘14 Resources for Me?
○ 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

What are your take-aways?
As a...
● 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

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