Thursday, April 18, 2013

Salesforce.com Summer '13 Release Notes Now Available

Official release notes for the Salesforce Summer '13 are available here. I encourage to read the as this is a very substantial release. Here are a few of the highlights.



  • Salesforce Communities now Generally Available! Communities provides private, branded spaces for your employees, customers, and partners to connect. Ultimately, Salesforce communities will supersede both Customer Portal and Partner Portal, however existing orgs with either portal technology in place will continue to function as before.
    • New license type introduced: Partner Community & Partner Community
    • Capabilities to “brand” and personalize your communities site
    • Chatter-capable: Employees, customers, and partners to collaborate on Chatter and business processes (records)
    • Options for SAML SSO
    • Self-registration capabilities
    • Facilities for page creation both within the secure environment as well as external (public) pages
    • Chatter Answers capabilities (Moderated Q/A Forums)
    • Ideas functionality
    • Knowledge Functionality – Assuming that the Knowledge application is enabled in the org
    • Site.com and Force.com Sites capabilities
    • Profile management for customers and partners
    • I think of this as Customer Portal and Partner Portal meet Chatter, Chatter Answers, Ideas, Knowledge and Site.com all-in-one
  • Chatter Updates
    • Chatter Tasks, introduced in Spring ’13, are now replaced by “Publisher Actions”
    • Chatter Topics now supersedes simple Chatter Hashtags
    • Find In Feed – Searching specific feeds in Chatter is now extended to searching across Chatter in specific profiles and records in addition to groups
    • Additional support for external content previews: Bloomberg.com, Box.com, wikipedia.org and others
    • Emails replies to Chatter: Do more from your old email client: bookmark, comment, follow, like, respond, unfollow, unlike
    • Chatter Desktop 3.2 (coming in April): configurable desktop alerts, post to public groups, keep on top, delete feeds (where you have access)
    • Chatter API updates
    • Chatter in Apex
  • Sales Cloud Updates
    • Relate up to 50 contacts to events or tasks
    • Collaborative Forecasting: Quantity forecasts in addition to Revenue forecasts, along with Quota Quantities in addition to Revenue Quantities and requisite reporting capabilities
    • Opportunity Splits: Accommodates splitting credit across opportunity team members
    • Customizable Price books: Customize fields, page layouts, record types, and more
    • Salesforce for Outlook: Side Panel improvements: Add emails to multiple contacts, Selectively sync contacts, tasks and events, view Cases for contacts in side panel 
  • Service Cloud Updates
    • Additional options for Case Feed setup
    • Updates to Case feed filters and feed items
    • Chatter Answers now available to all Sales Cloud and Service Cloud orgs – Too many updates to list, read the release notes
    • Chatter Answers no officially supersedes the legacy Answers application and integrated into Salesforce Communities
    • Entitlements: (Pilot) Create Multiple Versions of Entitlement Processes
    • Ideas now integrated into Salesforce Communities; Reputation tracking, Ideas organized into “Zones”, API Access to photos, page layout, trigger and API updates
    • Live Agent updates: Session Page, Session Reporting, Supervisor Page and Whisper Coaching
    • New OpenCTI Methods
    • Service Cloud Console Enhancements: Updated UI and keyboard shortcuts as well as API updates
  • Analytics Updates
    • Stricter Permissions on Report Folders…yeah!
    • Fine-Grained Sharing for Report and Dashboard Folders: Users and administrators get more detailed control over access to folders that contain reports or dashboards
    • Dashboards on iPhone, in addition to iPad
    • Communities access to Dashboards
  • Mobile Updates
    • Salesforce Touch mobile browser and downloadable apps are generally available for Apple iPad and iPhone
    • Viewing Records Offline with Salesforce Touch (Pilot)
    • Chatter for Android – Version 3.1 Generally Available: Now accommodates record access and in-line commenting (just like the iOS version)
  • Additional updates regarding Data.com, Force.com and Site.com (see documentation)