Although this is a little behind, it is still worth summarizing some of the best features from the Summer 2010 Release of Salesforce.com.
Salesforce Chatter (obviously) – This is being enabled by default for all new organizations. Existing organizations must enable it. This has all of the typical aspects that I am sure most of you are already used to: Chatter Profiles, Groups, Feeds, etc.
Tips: Try fun things like using the API to force certain types of users to auto follow certain types of data, e.g. Automatically force users from territory A to auto follow all Opportunities selling Product XYZ.
Haven’t seen Chatter? Take a look
Out of curiosity, how are all of you handling the training of users on Chatter? I certainly think it requires some kind of “nudge” to truly explain the benefits and how to use it.
Cloud Scheduler – This is a great feature if you would like to schedule meetings out of Salesforce.com. You can propose meeting times and allow your customers to decide which time is best for you. Salesforce will generate a custom web page for them to visit. This can be done for Leads, Contacts, and Person Accounts. Salesforce can even propose the time for you and try to select the best time.
Quotes Template Editor – This is in beta. Instead of having to use Salesforce’s basic quote layout, they are now allowing you to create your own Quote templates, which is very necessary. This functionality is very basic, doesn’t allow you to preview what you are doing, but it is at least worth trying.
New Opportunity Page (Pilot) – I feel like this was originally announced SO long ago. I can’t believe it is now only being piloted. This puts the focus on key Opportunity fields that are used the most in a highlight panel at the top of the screen. It also focuses on Chatter and recommendations. Cool feature.
Salesforce Mobile Enhancements – Chatter in the mobile app is the biggest improvement. Hello Salesforce, where is the Salesforce for Android app?
Email Opt Out Warning – Finally. When sending a mass email, Salesforce will warn you if Email Opt Out is checked for any contacts. About time.
Multiple Email Addresses on Contacts and Leads – Now, you can specify multiple email addresses for these records, e.g. Work and Home email. When emailing them from within Salesforce, it will allow you to choose which email to send to. Nice.
CRM Content Available for all Editions – At no cost.
Salesforce Knowledge Enhancements – There are quite a bit of knowledge enhancements, making it so much easier to populate this database and easily help your customers, such as creating an article while closing a case and using suggested articles while solving a case.
Community Enhancements – Salesforce Answers can now be used in Sites. Great! Questions can be generated into Cases. Replies can be converted into articles. Just imagine the customer support database you can build with a community like this.
Dynamic Dashboards – Use the security settings of the current user to power the dashboards they visit. This is a great way of not having to create 100’s of duplicate dashboards for everyone. Make sure you have your role hierarchy in check! Also, take a look at the drag and drop dashboard builder. This saves a lot of time.
Dependant lookups and lookup filters (beta forever) – Why is this in beta? I feel like we have been waiting on this for years. ex. On an Account lookup on an Opportunity, you can set it up so that it will only show Accounts where Active = TRUE. This shrinks down the mess in the lookup windows quite a bit.
Well, these were my favorite updates. There are a lot of other changes related to Sites, VisualForce, Development as a Service, etc, but I don’t want to bore you with those
Posted in Announcements, Chatter, Salesforce.com, Summer 2010 | Comments Off on Salesforce.com Summer ’10 Release