Wednesday 24 June 2015

Salesforce Summer'15 Maintenance / Release Exam Notes

       Here is the quick summary of Salesforce.com Summer'15 quick glance of release notes. This will definitely helpful for your Summer'15 Maintenance exam.

Chatter


Edit Feed Posts and Comments:

It Ensure that your feed posts are accurate and up-to-date with feed post editing.

"Allow users to edit posts and comment" chatter setting option is enabled by default. To verify go to the below path in your salesforce organization,

Setup | Customize | Chatter | Settings 



The following Profile Level Permission available to handle the edit options on post,

1. Edit My Own Posts 
2. Edit Posts on Records I Own (It's disabled by default for existing profiles) --> Users who have Modify All Profile Permission in profile can edit all post and comments, regardless of this permission.

Chatter Free, Chatter External, and Customer Portal Users do not have the ability to edit their post and comments.


Share Any File With Library:

Users can share Chatter and external files with Library. Using this feature you can share the Files you own, Shared Files, and External files.

This feature is disabled by default, to enable this navigate like below,



File user interface allows sharing files with libraries.


Sync Content Files

All your files from content libraries, including private files, can be synced in Chatter. Using this feature, users allows to sync their files from library. 


"Enable files sync" option from the above navigation.


Salesforce Files to Folder

When you sync a file in Chatter, now you can sync it to a folder.


User must need to install app in their desktop as well salesforce file sync must be enabled.


Managing Custom object records added to the Groups:

It allows which custom object records end users can add to chatter group.

"Allow in Chatter Groups" option is available in object setting. If you create/edit object you will find the below option.



Force.com

Set up Assistance:

It's now available for newly activated organization. It provides helpful videos and guides in importing sales data and basic configuration. Set up Assistance option available in the side bar.

Data Loader:

Data Loader now available on Mac OS

Login Access Policy:

From Summer 15 onward, "Administrators Can Log in as Any User setting" allows login as any users without need of end user support.



Permission needed for this feature is,

1. The The Modify All permission enabled for administrator.
2. The View and Setup configuration permission enabled for delegated administrator. 


Mobile

Customize actions in the salesforce1 Action bar:

Developer can override the predefined actions and specify separate set of actions to appear in salesforce1 web interface.

1. Action category pallet renamed to quick action.
2. New category named as Salesforce1 Actions.
3. Actions in the publisher section is renamed to Quick Actions publisher section.


Lightning App Builder:

It's a point and click tool that make it easy to create custom page for salesforce1. It provides the following features,

1. Single page application.
2. Dashboard style application.
3. Applications to solve a particular task.


Services

Macro:

Support agents who use Case Feed can use macros to complete repetitive tasks—such as selecting an email template, sending an email to a customer, and updating the case status—all in a single click. Macros save time and add consistency to support agents’ work.

The following enhancement are available from summer 15,

1. Run Bulk macro on multiple records at the same time. 
2. Search and attach articles to cases.
3. Post to social networks.
4. Replace field value in Case.
5. Insert field values in case.


Add Report Charts in Console Side bar:

1. You can add Matrix or Summary Report.

2. Report folder must be shared who accessing the specified report.

For this, You need to add the report in page layout, and you cannot move the side bar report between sandbox and production. It's not avail on Meta data API.



Thanks for reading this post...!

Exam Questions:

Dev 401 Summer 15 Maintenance 

Admin 201 Summer 15 Maintenance 

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