Slide deck from BrightGen's Winter 15 webinar, which took place on October 1st.

1. Salesforce Release Webinar
Winter 15
Clive Platt,Service Manager
www.linkedin.com/in/cliveplatt
Keir Bowden, Chief Technical Officer
www.linkedin.com/in/keirbowden
@bob_buzzard
Problems with the webinar software?
Email cliveplatt@brightgen.com

2. Agenda
• Salesforce Winter 15 Release
– API Access Change
– Salesforce1
– Chatter
– Communities
– Sales Cloud
– Service Cloud
– Platform
• Q&A

3. Winter 15 Release

4. API Access Change
http://sforce.co/1uybCLC

5. API Access Change
• “API Enabled” profile permission
• MUST be enabled for connected apps
– Salesforce1 iOS/Android
– Salesforce for Outlook
– Connect for Outlook
– Connect for Office
– Chatter Desktop/Messenger
• Partner Apps -
http://sforce.co/1nDyVBS

6. Salesforce1

7. HTML5 Application

8. Action Bar
Click to
view all

9. Work in Lists
Swipe entry
Inline action
bar

10. Search Enhancements
Click to
search
Choose
sobject type

11. Downloadable Application

12. Downloadable App
• Convert leads to contacts
• Add products to opportunities
• Drill to matrix report from dashboard
• Approvals in navigation (iOS only)

13. Offline Access
• Read only
• 5 most recent dashboards
• Events
• Recent objects
• More info : http://sforce.co/1DDa2Lj

14. Switch Accounts
Click to
switch
Click and enter
credentials

15. Chatter

16. Unlisted Groups
• Private groups
• Don’t appear in search results
• Invitation only
• Requires setup

17. Other
• Files connect
– Access Sharepoint files
• Report on shared links to files
• Include attachments when emailing
post to group

18. Communities

19. Communities
• Override standard pages
– Login
– Logout
– Self-registration
• Custom https domains
• Community management page
– New name for Engagement Console

20. Label Changes

21. Other
• New features in community metrics
package
– Self Service dashboard
– Topics dashboard
– Moderation dashboard

22. Sales Cloud

23. Duplicate Management
• Beta
• Block duplicate creation
• Requires activation
• Requires setup

24. Duplicates

25. Forecasting
• Custom field forecasting GA
– Forecast on custom currency fields
– Requires setup
• Forecast managers add notes
– Add context to adjustment
– Up to 140 characters
– Do not appear in reports

26. Activities
• Custom lookups on activities
– Beta
– Requires activation
• Control task notifications
– Users decide whether to receive
emails
– Can be disabled

27. Service Cloud

28. Knowledge
• Monitor article performance
– Knowledge Search Activity sobject
– Use in custom report type
– Actionable data
• # searches per channel
• Keywords searched for
• Average results/articles
• Average clicks/unique users

29. Enter Search Highlights
keywords
Highlighted
in results

30. Knowledge
• Promoted knowledge results
– Additional keywords per article
– Related list on published article
• Appear in search results

31. Chatter Questions
• Now generally available
• Ask questions inside feed
• Suggested results
– Duplicate answers
– Knowledge articles
• Asker selects best answer

32. Platform

33. Platform
• Custom permissions
• Hover links for feed based layout

34. Platform
• Delegated admins assign permission
sets
– Specify role/subordinate role
– Add/remove only, no edit
• Per-profile security
– Session timeout
– Password policies

35. Platform
• Event log files
– System usage
– User behaviour
– Read only
– Accessed via SOAP/REST API
– Delayed generation

36. Platform
• Login flows
– Built using Visual Flow
– Assigned to profile
– Post authentication processes
• Capture additional information
• Accept Terms
• Deploy classes with scheduled jobs

37. Rich Text Editor Old
format
New format

38. More Information
• http://sforce.co/1u92mLq
• Release Notes
• Feature Videos
• Training

39. Questions

40. Contact Us
www.brightgen.com
sales@brightgen.com
01376 520578
@brightgen
facebook.com/BrightGen