ºÝºÝߣ

ºÝºÝߣShare a Scribd company logo
Salesforce Spring ¡¯13 Release Overview

                        Jo Ann Lewis
                       Points of Light
Chatter Updates
? More websites (mostly news sources) contain previews
? You can Like a post via email
? Search within groups
Chatter Updates
? Public group posting for everyone
? Ability to create view & create tasks directly from
  chatter feeds
Outlook Integration Updates
? New Salesforce Outlook Side Panel (previously in
  Beta) now generally available.
? The Salesforce for Outlook Side Panel lets you view
  opportunities and activities, and associate emails to an
  opportunity, contact account etc right from Outlook.
? Just click, and the Side Panel will take you right to the
  information you need in Salesforce, without signing
  in.
Outlook Integration Updates
Sales & Service Clouds
? Salesforce Touch now generally available (iPad)
   ? Multiple Apps are now available
   ? Dashboards, Leads & Cases added
   ? Custom VisualForce pages available
? Quarterly Forecasting & Partner Opportunity Forecasting
    available
?   Knowledge Mobile introduced (Available in app Exchange)
?   Knowledge usage tracking for web & mobile self service
    sites
?   Workflow rules allowed on Account & Opportunity teams
?   Ability to add a single contact to a shared activity returned
Data.com
? More D&B data added
? Full D&B database of Global Accounts added
? New City Search
Platform Updates
? User Sharing rules
? Multi-Select Picklist fields auto-size in edit mode
? Smaller Chatter Messenger when minimized
? Search & access SharePoint data via Sunlight Search
? Login links for new users work only once
? Record Type information now available as a Cross-
  object Reference
Platform Updates
? State and Country picklist on standard address fields
? *Address field type coming soon*
Help & Work.com Updates
? Help has been updated. New site ¨C
 Help.Salesforce.com
  ? The 4000 page success guide had been broken into 14
    downloadable guides that are role specific
  ? 5 Minute tutorial ¡°Quick Starts¡± have been added
? Work.com has added
  ? Coaching
  ? Onboarding goals
  ? Performance summaries, plans & calibration
  ? Skills profiles
  ? Badges & Trophy cases

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Salesforce Spring 13 for Nonprofits

  • 1. Salesforce Spring ¡¯13 Release Overview Jo Ann Lewis Points of Light
  • 2. Chatter Updates ? More websites (mostly news sources) contain previews ? You can Like a post via email ? Search within groups
  • 3. Chatter Updates ? Public group posting for everyone ? Ability to create view & create tasks directly from chatter feeds
  • 4. Outlook Integration Updates ? New Salesforce Outlook Side Panel (previously in Beta) now generally available. ? The Salesforce for Outlook Side Panel lets you view opportunities and activities, and associate emails to an opportunity, contact account etc right from Outlook. ? Just click, and the Side Panel will take you right to the information you need in Salesforce, without signing in.
  • 6. Sales & Service Clouds ? Salesforce Touch now generally available (iPad) ? Multiple Apps are now available ? Dashboards, Leads & Cases added ? Custom VisualForce pages available ? Quarterly Forecasting & Partner Opportunity Forecasting available ? Knowledge Mobile introduced (Available in app Exchange) ? Knowledge usage tracking for web & mobile self service sites ? Workflow rules allowed on Account & Opportunity teams ? Ability to add a single contact to a shared activity returned
  • 7. Data.com ? More D&B data added ? Full D&B database of Global Accounts added ? New City Search
  • 8. Platform Updates ? User Sharing rules ? Multi-Select Picklist fields auto-size in edit mode ? Smaller Chatter Messenger when minimized ? Search & access SharePoint data via Sunlight Search ? Login links for new users work only once ? Record Type information now available as a Cross- object Reference
  • 9. Platform Updates ? State and Country picklist on standard address fields ? *Address field type coming soon*
  • 10. Help & Work.com Updates ? Help has been updated. New site ¨C Help.Salesforce.com ? The 4000 page success guide had been broken into 14 downloadable guides that are role specific ? 5 Minute tutorial ¡°Quick Starts¡± have been added ? Work.com has added ? Coaching ? Onboarding goals ? Performance summaries, plans & calibration ? Skills profiles ? Badges & Trophy cases