Salesforce Summer’15 Release Features ~ Prepared by Dipika Bulchandani & Manasi Watve

Feature Categories Key Features Administrator Setup Required Enabled For All Users by Default Enabled For Admins by Default Salesforce support to be contacted

Key Features Requires Admin Setup Convert Leads to Contacts Increase Productivity with Rich Text Meeting Notes (Beta) Assign Territories to Opportunities More Efficiently Access External Data with Lightning Connect Set Up Enhanced Goals See Who Has Received Thanks Badges Conference Multiple Agents into Chats Share Any File with a Library

Key Features Requires Admin/Developers Data Loader for Mac Customize Actions in the Salesforce1 Action Create Custom App Pages with the Lightning App Builder Customize More Features for Thanks, Rewards, and Skills Login Access Policy Changed Number of Custom Profiles Allowed Process Builder User Interface Enhanced Choose the Logout Page for Salesforce Users

Key Features Enabled by Default Explore Dimensions with New Filter Operators Key Fields Automatically Update When Changing an Opportunity's Stage Use Global Search to Find Information in Feed Posts Edit Feed Posts and Comments Improved User Experience for Password-Protected Content Deliveries Prospecting Insights for Accounts Attach an Article to a Case from the Article Detail Page

Key Features Salesforce Needs to be contacted Wave REST API (Pilot): Build New Functionality Enhance Your SAQL Queries With Open-Ended Dates Support (Pilot) Customize Feedback to Fit Your Organization (Pilot) Unified User Digest (Beta) Keep All Your Customer Data with BigObjects (Pilot)

Administrator Setup Required Mobile Features Increase Productivity with Rich Text Meeting Notes (Beta) Create notes by tapping in the action bar. Add bulleted and numbered lists to notes using the icons (1) in the Notes toolbar. Relate notes to other records by tapping Relate Records(2). Convert Leads to Contacts (Generally Available) Sales representatives on the go can convert qualified leads to contacts, as well as create accounts and opportunities. 1. Customize > Leads > Settings 2. Select the option to enable conversions on the Salesforce1 app.

Administrator Setup Required Mobile Features (contd) Receive In-App Notifications about Posts to Groups Group notifications indicate the name of the colleague who posted and the group posted to. If multiple people post to a group in the same day, each new notification reflects the total number of posts so far. To make group notifications available to your users, Salesforce1 in-app notifications must be turned on. From Setup in the full Salesforce site, click Salesforce1 Setup > Notification Options. Create Tasks from Notes with a Swipe (Beta) Swipe any line, bulleted item, or numbered item in the note. Tap a line or highlight some text, and then tap in the toolbar. Users can click in the related records area to view related tasks and mark those tasks complete. Users can also work with these tasks from their task list.

Administrator Setup Required Chatter Enable Feed Post Editing in Custom Profiles Feed post editing is disabled on all custom profiles. Modify your custom profiles to enable the feature for your users. From Setup, click Manage Users > Profiles. Click the custom profile for which you want to enable feed post editing. Connect to Content in Google Drive With Files Connect, Salesforce users can access and share content from Google’s popular cloud-based system. Reveal External Data Sources to Specific Users From Setup, click Manage Users > Permission Sets or Manage Users > Profiles. Lookup Relationships Supported for Files Connect External Objects

Administrator Setup Required Sales Assign Territories to Opportunities More Efficiently. Give Sales Teams a Clearer View of Their Outlook with Cumulative Forecast Rollups. Implement Duplicate Management for Your Custom Applications We added a bunch of Apex classes and methods that let you implement duplicate management features for your custom applications. Salesforce Console for Sales Enable Lead Assignment Rules More Intuitively New Apex Interface for Enterprise Territory Management.

Administrator Setup Required Work.com Upgrade to Enhanced Goals The new Goals appear faster and are customizable like other objects. Your teams can also manage their goals on the go using Salesforce1. All organizations using goals will need to upgrade to Enhanced Goals during the Summer ’15 release. See Who Has Received Thanks Badges . Use more features for Thanks, Rewards, and Skills, including customizable field sets and validation rules. Add a Chatter Feed to Thanks Badges, User Skills, and Endorsements Data.com Prospecting Insights are available only for records that were imported from, or cleaned by, Data.com. From Setup, click Customize > Accounts > Page Layouts From the list of page layouts, click Edit next to the layouts your Data.com Prospector reps use.

Administrator Setup Required Service Feature Push Work to Qualified, Available Support Agents with Omni- Channel (Beta) Append User Signatures After Replies in Emails Thumbs Up or Down Ratings (Beta) You can choose to rate internal articles with the existing star rating system or the new thumbs up or down rating method. From Setup, go to Customize > Knowledge > Settings and select Enable thumbs up or down voting for article. Conference Multiple Agents into Chats. Automatically Set Agents’ Status to Away When a Chat Request Times Out.

Administrator Setup Required Apex Code Reduced Access for Apex Classes Using with sharing Keyword Apex classes defined with the with sharing keyword no longer have unfiltered access to the User object if it’s set to private by the organization’s sharing rules. The User object is no longer exempt from the additional filtering that results from the with sharing keyword. Update your code to API version 34.0 or later to access the new behaviour.

Enabled For All Users by Default General Enhancements : Improved Data Import Wizard User Interface Analytics Cloud: Add Your Data with the Wave Mobile Connector Create and Edit Dashboards Support for Apple Watch Explore Dimensions with New Filter Operators Link from Dashboard Tables and Charts

Enabled For All Users by Default Mobile Future Versions of Salesforce1 for iOS Will Require iOS 8 Scroll More Easily and with Better Context When Viewing Long Lists (Tablets Only) Call or Log Action Renamed Key Fields Automatically Update When Changing an Opportunity's Stage Manage Group Members from Related Lists Chatter Mobile for Android No Longer Supported as of Summer ’15 Mobile Dashboards for iPad App No Longer Supported as of Summer ’15

Enabled For All Users by Default Chatter Edit Feed Posts and Comments Share Private Content Files in Chatter Sync up to 10,000 Files Share File Message Field Limit Increased to 5,000 Characters Content Deliveries Default Bandwidth Increased to 10GB Every 24 Hours Group Information Field Now Allows 4000 Characters Unlisted Groups Allow Non-Unique Names Improved Profile Photo Upload Time

Enabled For All Users by Default Service Feature Insert Field Values into a Case Using Macros Macros List Shows Most Recently Used Macros Attach an Article to a Case from the Article Detail Page New Button Lets Customers Cancel a Pending Chat Request Pin Primary Tabs From the tab bar, click and select next to a tab. When a tab is pinned, it’s moved to the front of the tab bar, and its text is removed to provide more screen space. Reopen Last-Closed Tabs From the tab bar, click and select Reopen last-closed tab, or press SHIFT + C. Users can reopen up to ten closed tabs. Bookmark Primary Tabs From the tab bar, click and select next to a tab. When a tab is bookmarked, it’s moved to the History component in the footer.

Enabled For All Users by Default Sales Install Salesforce for Outlook for Current User or All Users Sharing a Computer Give your sales professionals a streamlined Salesforce for Outlook experience with features that give you more control with setup, so users can be more focused on selling. Before we share the latest enhancements, we urge you to upgrade any team members still working with Connect for Outlook to Salesforce for Outlook or Email Connect (Beta). When users are installing Salesforce for Outlook v2.8, they’re asked to choose to install it for themselves or for everyone logging in to that computer. Users upgrading from a previous version of Salesforce for Outlook could be alerted to uninstall the previous version before continuing with the upgrade.

Enabled For All Users by Default Data.com: Prospecting Insights for Accounts Enable Prospecting Insights by adding the Prospecting Insights button to the account detail page layout. Sales reps click the button to see key business details for account records, including the new D&B fields. Prospecting Insights are available only for records that were imported from, or cleaned by, Data.com. If a rep clicks Prospecting Insights for an account whose insights aren’t available, a message recommend cleaning the record.

Enabled For Admins/Developer by Default General Enhancements : Data Loader for Mac The Data Loader, an easy-to-use graphical tool that helps you import, export, update, and delete Salesforce data, is now available for Mac OS. Setup, click Data Management > Data Loader. Setup assistant for newly activated orgnizations Setup Assistant helps you import data and customize your sales stages—all through easy-to-use wizards. No implementation partner is required.

Enabled For Admins/Developer by Default Mobile Features : Create Custom App Pages with the Lightning App Builder Customize Actions in the Salesforce1 Action Bar To enable this customization, we added a new section to the global publisher layout and to object page layouts, and have renamed the existing actions section. The former Actions category in the palette is now Quick Actions, and we added a new category called Salesforce1 Actions. Obsolete Publisher Icon field removed from Salesforce1 Branding Pages It is accessible in Setup by clicking Salesforce1 Setup > Branding Offline settings Link on the Salesforce1 setup page renamed The Offline Sync link has been renamed Offline Cache to match terminology

Enabled For Admins/Developer by Default Chatter : Disable Feed Post editing You can disable feed post editing for all users in your organization, regardless of their assigned user profile 1.From Setup, click Customize > Chatter > Settings. 2. Click Edit. 3. In the Post and Comment Modification section, deselect Allow users to edit posts and comments. 4. Click Save. Sales: Assign any territory to an Opportunity Associate assignment rules to Territories more efficiently JunctionId Lists Fields on Events and Task objects

Enabled For Admins/Developer by Default Work.com: Customize more Features for Thanks , Rewards and Skills Data.com: Get prospecting insights fast with new fields from the Data.com Search API such as "firmographic" fields to the DatacloudCompany and DatacloudDandBCompany objects, which are accessible from the Data.com Search API. Service Feature : Add Report charts to Console Sidebars

Enabled For Admins/Developer by Default Apex Code : New Code Coverage Calculation for Multiline statements Receive Debug Logs Predictably Location and distance variables allowed in SOQL and SOSL Queries in Apex

Contact Salesforce to enable Chatter : Distribute a managed version of Salesforce File sync You can disable feed post editing for all users in your organization, regardless of their assigned user profile 1.From Setup, click Customize > Chatter > Settings. 2. Click Edit. 3. In the Post and Comment Modification section, deselect Allow users to edit posts and comments. 4. Click Save. Unified User Digest(Beta) Work.com: Customize Feedback to Fit Your Organization Use new tools to manage Performance Summary cycles

Salesforce support to be contacted Keep All your Customer Data with BigObjects (Pilot) BigObjects is a new capability to let you store and manage data at scale on the Salesforce platform. This feature helps you engage directly with customers by preserving all your historical customer event data. Manage Customer Data with Data Pipelines (Pilot) Data Pipelines helps you engage with customers and build data-driven applications. With Data Pipelines, you can use the power of custom Apache Pig scripts on Hadoop to process large-scale data that’s stored in Salesforce.

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