Thursday 14 August 2014

Salesforce Summer 14 Release Notes - Quick Hint


1.  Community dashboards help you track the success of your Communities. You can either create your own or install the Community Analytics package.
2.  Community Engagement Console New Feature.
3.  Overview we can select different dashboards.
4.  Dashboard selection will made to all communities in the organization.
5.  New Communities custom report membership, Network daily metric, activity daily metric,
Unique contributor daily metrics, tenant usage entitlement weekly metrics.
6.  Reputation level  Assigning level based contribution.
7.  Point’s level based on activity like post, comment.
8.  Enable reputation and allow access without login. i.e. no need to login chatter from community access like guest user.

Sales cloud
Pricebook entries
1.   Customize fields and create fields, validation rule, page layout in price book entries, opportunity split.
2.   Edit,view,delete options are added in products.
3.   Admin can add custom split type based on any opportunity currency field.
4.   Create lookup in opportunity split to product.
5.   You can add custom field type revenue  , overlay.
Activities
1.  New event will have publisher action and home chatter tab.
2.  Date and Date/Time avail in formula and validation rule
3.  New activity relationship object is introduced.
4.  Status and related to columns in task list

Outlook
1. Side panel avail for all users
2. Users can create more records using the side panel publisher.
3. Account, contact, lead and opportunity.
4. Outlook publisher action assign them to specific profile.
5.  Refresh token policy avail to revoke access from outlook.
6.  New fields avail in opportunities, orders, order product and quote.

Service cloud:
1.   Case feed  feed and filter use full width feed
2.   Publisher option  automatically collapse publisher.
3.   Service app: new related list component added.
4.   New interaction log button to add call data. Clear log.

Live agent:
1.   Agent can upload file during call.
2.   Transfer queue to agent.
3.  View number of engaged chats before transfer.
4.  Knowledge can used to share article to users.

Analytics:
1.  Mass delete public reports that are not used to dashboard or analytical snapshot.
2.  Deleted reports can go to recycle bin.
3.   Enable historical trending for forecasting items when using collaborative forecast.
4. Historical Track historical change using lookup fields.

Salesforce1
1. Standalone mobile app, salesforce 1 app
2. You can create publisher even if chatter not avail.
3.  Drill down to report and records from dashboards.
4.  See more list view upto 200.
5.  8 new manage user permission avail.
6.  Admin can set visibility of internal and external users.
7.  Sharing setting Manage user record sharing

4 comments:

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