#DF14 Links

#DF14 Links

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?)

https://www.salesforce.com/form/conf/platform-lightning-process-builder.jsp?leadcreated=true&landing_page=%2Fform%2Fdemo%2Fplatform-lightning-process-builder.jsp&videoId=&redirect=true&d=70130000000lzTlAAI&DriverCampaignId=70130000000sUVb&playlistId=&__element=pre&FormCampaignId=70130000000lxJn

  • Was named Aura before release

http://salesforce.stackexchange.com/questions/53232/what-is-the-difference-between-aura-and-lightning-frameworks

Process Builder

https://help.salesforce.com/servlet/servlet.FileDownload?file=015300000035wMDAAY

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

http://blogs.salesforce.com/company/2014/11/4-tips-become-analytics-ready-gp.html?d=70130000000tP4G

  • There is a new feature coming to surface Salesforce data in Excel - get started with that. 

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