Jim Levi presented key features of the Salesforce Winter '14 at the UK Not for Profit Usergroup.

1. Winter ’14 Release Overview
UK Non-Profit User Group
Jim Levi
11th October 2013

2. Agenda
 Full Content is 166 slides – these are (highly) edited highlights
1. Chatter & Communities
2. Knowledge
3. Sales Cloud (ie Foundation Enterprise Edition)
4. Analytics
5. Platform – SetUp & Sandbox Enhancements
6. Salesforce Identity
7. (Performance Edition)

3. Salesforce Chatter
Enhancements

4. What are the Chatter Experience Enhancements?
 Archive groups that are no longer being used
Group Managers
can re-activate the
group
Users can still join/leave a
group, comment on
existing posts, and
mention users
New view to find
archived groups you are
a member of
 When deactivated, the publisher is hidden and users can’t create NEW posts or add files.
 Archived groups don’t appear in searches for sharing a file or feed post with a group.
 Archived groups are still searchable via the feed and global search, and appear in reports.
NOTE: Groups without new feed posts or comments in
the last 90 days will be automatically archived on the
Tuesday following the Winter ‘14 release. If you want to
disable archiving for Chatter groups to have more time
to prepare, it must be done before Tuesday after the
Winter ‘14 release.
CUSTOMER IDEA: Archive Chatter Groups was
submitted by a customer via the Idea Exchange.

5. What are the Chatter Experience Enhancements? (cont.)
 Additional rich link providers
The following new providers are
supported for rich link previews: Hulu,
Brightcove, vidyard, Ustream,
xStranormal, Twitpics, G+, LinkedIn,
Twitter, The Verge, BBC.uk, BBC.com,
Gizmodo, Gawker, Vine, Financial Times
 The length of posts and comments has been increased to a maximum of 5k characters.
 The filter, sort-by ,and find in feed features into one menu
 @mention Chatter groups in your posts.
 Chatter Messaging Enhancements include:
– Email to Groups (Pilot) let’s users post a status update to a group by sending an email to an email address
displayed on the group page.
– When users click a supported link in a Chatter email on an iOS device, they will be redirected to the iOS app
if the app is installed on their device.
– Mobile friendly email templates are being updated to look better on mobile devices.
– Private messages are now covered in Connect API.
CUSTOMER IDEA: Increase Post and Comment Size was submitted
by a customer via the Idea Exchange.

6. Chatter Answers
Better organization
New filter and sort options
More customization possible in Visualforce

7. Chatter Thanks
Thanks in the Chatter
publisher
Select from 12 predefined badges
Post Thanks to the
Feed

8. Salesforce Communities
Communities Improvements
 Email digests in Communities Chatter
 Sharing groups to allow more flexibility in sharing records between communities users
 Better branding control with Site.com
Community Moderation
 Manage the list of flagged posts and comments in the community
 Remove flags
 Delete inappropriate posts, comments, and files

9. Knowledge Improvements
Standard users all have read access to articles
New standard fields, “smart” links to other articles
Chatter on articles
New Knowledge One interface

10. Sales Cloud
Enhancements

11. What is Salesforce Console for Sales?
New CRM experience optimized for inside sales reps
Lead queue brings in
leads across all
channels
Configurable highlight
panel pushes key
details to the rep
Extensible framework to
include integration to
key sales tools and
applications

12. How Will Salesforce Console for Sales be Used?
A sales rep can easily manage her inbound lead queue
and tasks on one screen, providing easy access to key
lead details and sales intelligence, helping her to qualify
and move more deals to the next stage.
A business development rep can quickly see account
records and related items as tabs on one screen,
allowing him to identify key contacts and quickly jot notes
for each record, speeding up the sales process.

13. What are the Enhancements to Salesforce for Outlook Side Panel?
 Event Associate lets users relate an event that is selected in outlook, to Salesforce records with type, task.
Select an
event
The Side Panel will display the
Contacts and Leads.
Users will be able to relate
events to records in Salesforce.
CUSTOMER IDEA: Event Association was submitted by a
customer via the Idea Exchange.

14. What are the Enhancements to Salesforce for Outlook Side Panel? (cont.)
 Leverage Send and Add in the Side Panel to quickly add related emails to your Salesforce records.
Click to Send and
Add to Salesforce.
Once added, they
will show as green.
After Email addresses are
confirmed in To and Cc
fields, Contacts and Leads
will appear in the Side Panel.
Works for both the compose
new email or reply window
Users will be able
to use the Side
Panel on the email
as they were able
to previous
releases
 Quickly hide or show the Side Panel directly from within Outlook.
CUSTOMER IDEA:
Send and Add Emails
was submitted by a
customer via the Idea
Exchange.

15. Analytics Enhancements

16. What is Historical Trend?
DEFINITION: Historical Trending lets you analyze the state of
your opportunities and three custom objects over time on a dayto-day or week-to-week basis.
Customers need to enable historical
trending for each one of their objects
before historical data capture starts by
going to Setup and selecting which objects
and fields they want to snapshot.
Customers can then configure
what data they want to capture for
trending by enabling specific data
filters.
CUSTOMER IDEA: Historical Trend Reporting was submitted by a
customer via the Idea Exchange.

17. What is Historical Trending? (cont.)
Tips & Tricks: “Yesterday” is
a rolling date value, meaning
that it points to a date that is
relative to today’s date.
Historical
Snapshot
date selector
A custom report type for
each historical trending
object gets created by
default
Field to field filtering
on historical data to
show changes
Historical
Fields
See changes at a
glance by looking for
values in red or green
 You can make three months of data available for historical trend reporting.
 Each historical trend report can contain up to 100 fields

18. Example Uses for Historical Trending
Understand donor behavior
Monitor program or volunteer participation
Measure applicant patterns

19. What is Embedded Analytics?
Embedded Analytics let you embed report charts in record detail pages for any standard or custom object,
allowing your users to get the data they need on their most visited pages.
Embed a report chart by
editing the object’s page
layout using the enhanced
page layout editor, then add
the chart!
NOTE: You can have a max of two report charts per page. You can only
add report charts from the enhanced page layout editor.

20. Example Uses for Embedded Analytics
Annual giving summary on an account page for each foundation or corporate sponsor
Chart of participation history on a volunteer’s contact page
Visual breakdown of revenue sources on a campaign page

21. What is the Analytics API?
DEFINITION: Analytics API gives you programmatic access to report data defined
using the report builder, and lets you easily integrate report data into any web or
mobile application, inside or outside the Salesforce platform.
Define with
Report Builder
Custom
visualizations
NOTE: The Analytics API has some restrictions in
addition to the general API limits. Please see the
Release Notes for a full list.
CUSTOMER IDEA: Analytics API was
submitted by a customer via the Idea
Exchange.

22. Force.com Customization
Enhancements

23. What are the Enhancements to Search?
Search in Setup (Beta) let’s you
use Quick Find to search for profiles,
permission sets, public groups,
roles, and users.
The results filters easily let
you navigate to find what
you’re looking for. Note: Only
these 5 setup entities are
supported in this release.
If you try pressing Enter
on your keyboard, or
clicking the magnifying
glass icon (minimum of 2
characters required),
you’ll be taken to a
results page.
Like always, typing in the
search bar instantly displays
matching Setup screen
names below in the sidebar.
The Results List matches
against the name field, and
returns a max of 2,000
items total.
CUSTOMER IDEA: Search in Setup was submitted by a customer
via the Idea Exchange.

24. What are the Enhancements to Search? (cont.)
 Setting up Search in Setup is easy, simply navigate to Setup | Customize | User Interface
The checkbox is unchecked by
default for existing orgs, and
checked by default for newly
signed up orgs
Once enabled, the search bar at the
top of the Setup sidebar changes to
a new version
Tips & Tricks: When
viewing setup search
results, bookmark the
results page in your
web browser to easily
perform the same
search in the future.

25. Force.com Development
Enhancements

26. What are the Enhancements to Sandbox?
 In Winter ‘14, “Configuration Only” sandboxes are being renamed to “Developer Pro” sandboxes.
 The storage limit for Developer Pro sandbox is increasing to 1GB.
 Developer Sandbox storage limits are increasing from 10MB to 200MB.
 Salesforce is changing the way we address Force.com Sites domain names; The system now requires a single
hyphen to separate sandbox names from subdomain names, instead of a period.
 Winter ‘14 brings a new sandbox available for purchase, Partial Data Sandbox, that works in conjunction with
the Summer ‘13 feature, Sandbox Templates.
– When a template is applied to a Partial Data sandbox, the sandbox copy service will use data sampling to fill
the sandbox org with data, providing Admins with rich data sets in shorter periods of time.
– The refresh interval is only 5 days.
OFF-CYCLE RELEASE: Partial Data Sandbox will be released
outside of the regular release schedule. It will be available as an
add-on product in November. Please see the release blog for
specific dates.

27. What are the Enhancements to Sandbox? (cont.)
Developer
Developer Pro
Partial Data *
Full
Refresh Interval
1 Day
1 Day
5 Days
29 Days
Includes Setup
Configuration
Yes
Yes
Yes
Yes
Copies Data Records
No
No
Yes
Yes
Sandbox Templates/
Sampling
No & No
No & No
Yes & Yes (10,000
records/object)
Yes & No (Full
Data / Object)
None
5
10
15
200MB
1GB
(~500K records)
5GB
(2.5M records)
Match production
Bundled Developer
Sandboxes
Sandbox Size
* Available as a new SKU (Org Add-On) in November

28. Sandbox Use Cases
Use Case
Developer
Developer Pro
Partial Data
Full
Build
✔
✔
✔
✖
QA
Integration Test
✔
✖
✔
✖
✔
✔
✖
✔
Batch Data Test
✖
✖
✔
✔
Training
✖
✖
✖
✖
✖
✖
✖
✖
✔
✔
✖
✖
✔
✔
✔
✔
UAT
Perf/Load Test
Staging

29. Identity

30. Introducing Salesforce Identity
Cloud Identity and Access Management
Simple
Login once to all your cloud and mobile apps with
Single Sign-On.
Social
Deep social and data integration, fully customizable and built on open
standards.
Trusted
Centralized access management and provisioning,
delivered through the simplicity, transparency, and trust
of the Salesforce Platform.

31. centralized access
management, provisioning
and reporting
administrate
automate
social
trust
enterprise directory
integration
secure single sign-on
and social apps
single sign-on and
user management

32. Identity
Salesforce Identity provides Identity and Access Management (IAM) service for Web and mobile applications.
Using Identity, customers manage the user lifecycle and access policies while providing a SSO application portal
for its users.
Identity is included in all paid licenses.
This product provisions an Identity user that is entitled to use IAM service only.

34. New Release Resources
We provide a dedicated site for each release
http://www.salesforce.com/newfeatures/
On this site you will find the follow resources
•Release preview
•Highlight videos
•Release training
•Release notes
•Developer resources
•Links to previous releases