Just a few links and notes from things I found interesting at #DF14 and in the Winter '15 release.
Sales Cloud
- New Name - Sales Cloud1
- New Mobile Features
- Today
- Tasks
- Notes
- Actions from the lists
- Sales Path
- Service Cloud is also renamed Service Cloud1
- Referral Program
http://blogs.salesforce.com/company/2014/10/10-dreamforce-annoucements-that-will-shape-sales-2015-new-salesforce-e-book.html or direct download https://secure2.sfdcstatic.com/assets/pdf/misc/10-Dreamforce-Announcements-That-Will-Shape-Sales-2015.pdf
http://www.cirrusinsight.com/blog/sales-cloud1-and-service-cloud1
...
Deduping
- Forget about it for a while.
- First release only uses Data.com.
- But it will be cool eventually.
- Don't leave deduping until then. Get started now. Even with the free Dupe Catcher. But see Deduping Tools
Lightning
- A suite of services for the Salesforce1 platform
- Process Builder
- Components
- App Builder
- Lightning Connect
- And they have stuck Schema Builder in there (have you ever used it?)
Was named Aura before release
Process Builder
https://help.salesforce.com/servlet/servlet.FileDownload?file=015300000035wMDAAY
Widget Connector | ||
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Lightning Connect
- Also known as External Objects
- Cool - get data from other systems into Salesforce
- Uses OData
http://en.wikipedia.org/wiki/Open_Data_Protocol
- Next release will be read only and no reports, but writing and reporting will come later.
http://appirio.com/category/tech-blog/2014/09/integration-friday-episode-6-overview-odata/
Analytics
- Aka Wave (no, not Google Wave).
- You are unlikely to afford it - apparently $250/user/month to build and $150/user/month to view.
- But get prepared for it anyway
...
https://developer.salesforce.com/page/Salesforce_Reports_for_Excel
http://cloud4good.com/announcements/salesforce-microsoft/
- Plus there are third party apps that do pretty dashboards if you want to start with that (even though Analytics is way more than dashboards).
Development
- Trailhead
https://developer.salesforce.com/trailhead
Overall
- Go back and find the new release items that you may have missed recently.
http://cloud4good.com/announcements/salesforce-hidden-gems/
- Look at your processes. Define them on paper. Get ready for Process Builder.
- Know that you don't need a developer to do cool stuff.
- Get into Chatter.
- Start using Mobile.
My Picks
- My favourites recently are:
- State and Country Picklists
- Publisher Actions
- Flows
- Upcoming interestingness
- Tasks and Notes
- Today
- Process Builder
- Create Chatter Posts
- Headless Flows / Flow Triggers
- New UI
- Deduping