Quick Overview of Winter '15 Features
ANALYTICS
ANALYTICS CLOUD
(Available for an additional cost in: Enterprise, Performance, and Unlimited Editions)
The Salesforce Analytics Cloud is a powerful tool that gives end user a capability to bring data in Salesforce from any source, explore and visualize, and share and collaborate through dashboards and the iOS mobile app.
SAQL (Salesforce Analytics Query Language)
Salesforce has introduced a new query language in Winter ‘15 and that is Salesforce Analytics Query Language (SAQL). Analytics Cloud uses SAQL behind the scenes in lenses, dashboards, and explorer to gather data for visualizations. SAQL is currently available through a pilot program.
Additional Resources:
MOBILE
Convert Leads to Contacts (Beta) in Salesforce1
You can now convert leads in Salesforce1 app. The Lead Conversions feature in Salesforce1 is currently a beta version. To make this option available. Follow these steps:
Setup > Customize > Leads > Settings > Then, select the option Enable Conversions on the Salesforce1 App
Salesforce Events in Salesforce1
Events are now available in a weekly view, allowing users to see an event list for a specific day—including previous days—instead of having to scroll through a single list of all events. And for Salesforce1 mobile browser app users, it’s now possible to create new events directly from the Events page.
Work Offline with Salesforce1
Users of the Salesforce1 downloadable app for Android and iOS, can now view much of their Salesforce data when their mobile devices are offline. Offline access is enabled by default when you install one of the Salesforce1 downloadable apps. You can manage this setting in Setup from Salesforce1 Setup > Offline Sync. Work Offline with Salesforce1.
Switch between Accounts in Multiple Organizations in SalesforceA
Now you can easily access multiple accounts in different organizations without having to log out and log in each time you need to switch to a different account. See SalesforceA in Winter '15.
SALESFORCE COMMUNITIES
Customize Your Community with Community Designer (Beta)
Winter ‘15 release contains a beta version of Community Designer.
SALES CLOUD
Data.com Duplicate Management
Now you can control whether and when you allow users to create duplicate records inside Salesforce; customize the logic that’s used to identify duplicates; and create reports on the duplicates you do allow users to save.
Note: Duplicate management is only available for accounts, contacts, and leads. All other objects, including custom objects and Person Accounts, are not currently supported. Duplicate Management
Territory Management 2.0 (Generally Available):
- Starting with Winter ’15, Territory Management 2.0 is ready to be enabled by administrators in new Salesforce organizations.
- Organizations created before Winter ’15 need to call salesforce.com to enable the feature.
- Territory Management 2.0 cannot be enabled in existing organizations that have Customizable Forecasting enabled.
Limitations:
- Territory Management 2.0 offers triggers on the Territory2 and UserTerritory2Association objects.
- Your organization’s Salesforce edition determines the number of territory models you can create in production and sandbox orgs.
- By default, each territory model can have up to 1,000 territories.
- Territories can have up to 15 assignment rules each.
Disable Customizable Forecasting and Territory Management
- Previously, organizations with Territory Management couldn’t migrate to Collaborative Forecasts. With Winter ’15, these organizations can disable Customizable Forecasting and Territory Management before migrating to Collaborative Forecasts.
- To disable Customizable Forecasting and Territory Management for your organization, contact Salesforce. After contacting Salesforce, disable Customizable Forecasting via the user interface.
- Setup > Customize > Forecasts (Customizable) > Settings > deselect the Forecast Enabled checkbox (Deselecting this checkbox automatically disables Territory Management).
- Considerations:
- Disabling Customizable Forecasting deletes all forecasts, overrides, and quotas.
- Since disabling Customizable Forecasting automatically disables Territory Management, it also invalidates all territory-based sharing rules and manual shares.
- The Territories and Territory fields no longer appear on the account and opportunity layouts respectively. Additionally, API access to Territory objects will no longer be available.
- If you want to reenable Customizable Forecasting and Territory Management, contact Salesforce. You can’t reenable these features if you have already enabled Territory Management 2.0 or Collaborative Forecasts.
Enabling Multiple Currencies (Process Changed)
The process for enabling multiple currencies has a new confirmation step. To enable multiple currencies got to:
Setup > Company Profile > Company Information > click Edit > Enable Allow Support to Activate Multiple Currencies > save your changes. Multiple Currencies in Winter '15
Custom Lookup Fields on Activities (Beta)
A field type for lookup relationships, now available for use with activities, lets you add custom lookup fields from activities to other records. To enable this feature in your organization, contact salesforce.com Customer Support. Custom Lookup fields on Activities in Winter '15
New Look for the Rich Text Editor
The updated rich text editor has the same features and functionality it did previously.
Microsoft® Internet Explorer® 6 and 7 continue to use the previous version of the editor for all rich text area fields for compatibility reasons. Rich Text Editor in Winter '15
SERVICE CLOUD
New Look and Feel for the Salesforce Console
Salesforce has introduced an exciting user interface of Service Cloud Console
Social Customer Service
Social Customer Service is the next-generation integration between Radian6 and the Salesforce Service Cloud.
Customer service agents can engage with their customers by responding to cases created from Twitter and Facebook.
Note: The Social Customer Service Starter Pack is available through a pilot program. For information on enabling the Social Customer Service Starter Pack in your organization, contact Salesforce.
With the starter pack pilot program, you can enable Social Customer Service and up to two social accounts.
Your two social accounts are from any social network. For example, if you add one Twitter account, you can only add one Facebook account.
You can enable this feature by follow these steps:
Setup > Customize > Social Apps Integration > Social Customer Management > Settings
CHATTER
Chatter for SharePoint 2010—Generally Available
Users can now access Chatter feeds (company and group feeds) from within SharePoint 2010. They can also post files directly from SharePoint to Chatter feeds as file references. To enable Chatter for SharePoint, go to Setup > Customize > Chatter > Chatter for SharePoint.
Chatter for SharePoint 2010—Generally Available
Users can now access Chatter feeds (company and group feeds) from within SharePoint 2010. They can also post files directly from SharePoint to Chatter feeds as file references. To enable Chatter for SharePoint, go to Setup > Customize > Chatter > Chatter for SharePoint.
FORCE.COM CUSTOMIZATION
Reference Custom Permission Access with the $Permission Global Variable
Use the $Permission global variable in formulas and validations to reference information about the current user’s access to any of your organization’s custom permissions. For example, you can use the $Permission global variable in a validation rule that ensures that only users with the “Change Austin Accounts” custom permission can make changes to accounts that have a billing city of Austin.
Interact with More Publisher Actions Programmatically
The publisher.selectAction, publisher.setActionInputValues, and publisher.invokeAction events in the publisher.js API now support the Post and Social Post actions, so you can create custom console components that interact with these actions.
For example, you could create a component that lets support agents search for and view Salesforce Knowledge articles and then add a link to an article to a tweet or Facebook post in the Social Post action with the click of a button.
Lightning Connect
(Available in: Developer Edition)
(Available for an additional cost in: Enterprise, Performance, and Unlimited Editions)
Lightning Connect enables users to view and search records that are stored outside Salesforce, such as data in an enterprise resource planning (ERP) system. Instead of copying the data into Salesforce, which would be redundant and inefficient, use external objects to reference the data and access the data in real time via Web service callouts.
Lightning Connect external objects map to data tables in external data sources and are available
to Salesforce tools such as lookup relationships, record feeds, the Salesforce1 app, SOSL and SOQL queries, Salesforce APIs, and deployment via the Metadata API, change sets, and packages. To connect to an external data source, Lightning Connect uses the Open Data Protocol (OData) version 2.0.
FORCE.COM DEVELOPMENT
Deploy with Active Jobs - An option has been added to the Deployment Settings page that lets you deploy components referenced by active Apex jobs. With this option, you don’t have to cancel Apex jobs to be able to have a successful deployment.
Setup > Deployment Settings > Allow deployments of components when corresponding Apex jobs are pending or in progress > click Save.
New Queueable Interface - For Apex processes that run for a long time, such as extensive database operations or external Web service callouts, you can run them asynchronously by implementing the Queueable interface and adding a job to the Apex job queue. Queueable jobs are similar to future methods in that they’re both queued for execution, but they provide you with these additional benefits.
Run More Future Methods and Callouts - Starting from Winter '15 limit for future methods has increased from 10 to 50 and number of callouts (HTTP requests or Web services calls) has increased from 10 to 100 in an Apex transaction respectively.
Run More Tests in Sandbox and Developer Organizations - Maximum number of test classes that can be queued per 24-hour period : The greater of 500 or 20 multiplied by the number of test classes in the organization.
Lightning Components (Beta) - Use the Lightning Component framework to develop dynamic Web apps for mobile and desktop devices. It’s a modern framework for building single-page applications engineered for growth. The client-server UI architecture enables you to use JavaScript on the client side and Apex on the server side.You don't have to spend your time optimizing your apps for different devices as the components take care of that for you. Open Source Aura Framework - The Lightning Component framework is built on the open source Aura framework. Aura is open sourced at https://github.com/forcedotcom/aura. You can build general-purpose Web apps hosted on your own server. Your apps can be completely independent of Salesforce and your data in Salesforce.
Make Your Own Improvements to the Force.com IDE - Clone the repository for the Force.com IDE plug-in for Eclipse on GitHub, customize the plug-in to meet your needs, and collaborate with the growing community of Salesforce developers to build new Force.com IDE features. Check out the Force.com IDE Release Notes to see improvements that we’ve made to the plug-in.
Person Accounts Are Now Packagable - In Winter '15 now, you can include Person Account components and attributes in managed and unmanaged packages.
