salesforce spring '13 highlights
DESCRIPTION
Curious about what's new in Salseforce Spring ‘13? Appirio Sr. Consultant and Salesforce MVP Rhonda Ross walks through the latest and greatest features in Spring ‘13 and what they mean to your business. Highlighted features include: * Chatter enhancements (e.g. find in Group feed, enhanced People) * Mobile features (e.g. Touch and Chatter for iOS and Android) * Forecasting (e.g. quarterly forecasts and partner portal opportunity forecasts) * State/Country picklistsTRANSCRIPT
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Salesforce.com Spring ‘13 Release March 11, 2013
© 2013 Appirio, Inc. -‐ Confiden6al
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Appirio Helps Enterprises Reimagine Their Business with the Cloud
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Businesses Reimagined
6 years, 500 enterprises, 2.5M users moved to the cloud
The World’s Largest Cloud Expert Community
Services Powered by Reusable Technology and 70k
Crowdsourced Developers
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Appirio: We Deliver Agility by Rapidly Aligning Strategy with Technology and Transforming the Way People Work
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Average 6me to results = 4 months Workers transformed = 2.5M
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The Results: Rapid Business Outcomes Across FuncSons
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Ad sales on spreadsheets
Scalable, global sales process
Sales
7 Months
Service
Standard call Center
Social customer service
4 Months
IT
Expensive, inflexible IT infrastructure
Cloud IT for superior member experience
7 Months
CollaboraSon
Point-‐to-‐point communica6on
Company-‐wide social collabora6on
2 Months
HR
Paper-‐based forms
Web-‐based HR experience
9 Months
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Agenda
Chatter / Mobile
Sales Cloud / Service Cloud
Force.com
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ChaXer Enhancements
• Find in Group Feed • Enhanced People • Tasks in ChaXer Feed / ChaXer Tasks (Beta) • Addi6onal ChaXer Enhancements
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Find in Group Feed
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Enhanced People
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ChaXer Tasks
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ChaXer Tasks (Beta)
ChaXer Tasks (Beta) let you create a task directly from the ChaXer publisher on a record detail page.
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AddiSonal ChaXer Enhancements
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Mobile Enhancements
• Salesforce Touch • ChaXer for iOS 3.0 • ChaXer for Android 2.6
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Salesforce Touch
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View Dashboards in Salesforce Touch
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Enabling Touch
User Setup
System Setup
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Configuring VisualForce Page
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ChaXer for Android 2.6 GA
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ChaXer for iOS 3.0 Enhancements
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Chatter, Mobile
Sales Cloud / Service Cloud
Force.com
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Sales Cloud Enhancements
• Forecas6ng Enhancements • Salesforce for Outlook Side Panel • Opportunity Sales Team Workflow • Person Accounts Formulas
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ForecasSng Enhancements
• Quarterly Forecasts Available • Partner Portal opportuni6es can be included in forecasts
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Salesforce for Outlook Side Panel
• Contacts sync every hour instead of 10 minutes
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Salesforce Side Panel
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Opportunity Sales Team -‐ Workflow
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Person Account Formulas
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Service Cloud Enhancements
• Email Message Repor6ng • ChaXer Answers
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Service Cloud -‐ Email Message ReporSng
• Email Message object is now available in Custom Report Types. o Email to Case must be enabled o Allows repor6ng on all emails associated with Cases o Can include any parent objects of cases
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Service Cloud -‐ ChaXer Answers
• ChaXer Answers is now available in Developer Edi6on orgs allowing administrators and developers to test.
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Agenda
Chatter, Mobile
Sales Cloud / Service Cloud
Force.com
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Force.com Enhancements
• State & Country Picklists • Controls for Sending Email • Back Page Feature • Cri6cal Updates
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State and Country Picklist
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Controls for Sending Email
• Administrators have the ability to set access of system generated emails (Very useful for sandboxes and preven6ng emails being sent to users).
• Newly created Sandboxes default to the System Email Only deliverability seeng
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Back Page Feature
• Field history data will be deleted afer 18 months o Applies to organiza6ons created since June 2, 2011 o Can request to disable this feature by contac6ng Salesforce Support
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CriScal Updates
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hXp://www.salesforce.com/customer-‐resources/releases/
AddiSonal Resources