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Summer 09 Training

Posted July 20th, 2009 in Certified Administrator, New Releases by John Coppedge

 

With this release, Salesforce certified folk are only required to complete training.  No exam required! 

I believe this training is open to the public.  I was able to access it through this link, while logging in through one of my uncertified accounts. 

 

The Sales Cloud

 

Analytic Enhancements

  • Charts
    • Greater control over labels and colors
    • Donut and Funnel chart types added
    • Not automatically enabled.  When enabled, you cannot return to the old charting engine.
  • Dashboards
    • Brighter colors and additional colors added
    • Display actual amounts and percentages on graphs
      image
  • Analytic Snapshots
    • Can now be bundled in managed and unmanaged packages
    • Schedule and running user cannot be packaged and must be configured after package installation

 

Automated Campaigns

  • Campaign Member
    • View/edit/delete/clone each record
    • Custom fields and page layout editor now available for campaign members (e.g. RSVP status, Food preference, etc.)
    • Workflow rules for campaign members (e.g. if RVSP “Yes” send email alert with agenda)
    • Use triggers for additional customization
    • Setup –> Customize –> Campaigns –> Campaign Members

 

List Views for Account and Sales Teams

  • My Sales Teams is now a filter criteria for list views on accounts and opportunities (account teams must be enabled)
    image
    image

 

Recurring Tasks

  • Can edit individual tasks, or the series
  • Must have an end date
    • Provided button to calculate max end date (based upon number of tasks created)
  • Recurrence icon on recurring tasks
    image
  • Turned on by default (but can be turned off)
  • Outlook sync not supported for recurring tasks (planned for a future released)

 

Admin Enhancements

  • Platform (Force.com Edition) profiles can now be given 10 existing CRM administrator permissions
  • Delegated data administration now possible (View All and Modify All per object) on platform profiles
  • Profile Setup Audit Trail logs changes to a profile, change author, and time of change
  • When cloning a profile, Login Hours and Login IP Ranges are now cloned as well

 

Content Enhancements

  • Content delivery now includes option for password protecting content
  • Administrator can set default password (org wide) for content delivery
  • Reporting for featured content and ratings
  • Creation of content packs and the presentation assembly can now be disabled (org wide)

 

Mobile Enhancements

  • Blackberry
    • Related list now on the detail page of a record
    • Clone existing records
    • Create links from Salesforce records to visualforce pages or web tabs
    • Improved Storm support
  • iPhone
    • List view enhancements
    • Lead conversion support
    • Calendar style browser for events
    • Products and price book support

 

Sharing UI Enhancements

  • Sharing administrator pages load faster
  • Customized list views

 

 

The Service Cloud

 

Salesforce to Salesforce Cases and Case Comments

  • Share records from one organization to another (Salesforce to Salesforce)
    • Supports cases, leads, opportunities, accounts, contacts, activities, products, opportunity products, and custom objects
  • Near real time updates
  • Includes reporting and workflow capabilities
  • Records can be shared manually or through sharing rules

 

Advanced Customer Portal User Management

  • Ability to disable customer and partner users (new buttons on contact record)
  • Ability to disable and an entire account’s access to customer and partner portals (new buttons on account record)
  • Portal users can now be transferred between accounts (will take on role of new account or create a role will be created if none exists)
  • Portal users can now be merged

 

Advanced Case Workflow

  • Workflow rules can now be created when comments are added to cases
    (notice that case is now selectable when creating a workflow rule on case comment)
    image

 

The Custom Cloud

 

Force.com Sites

  • Publish VisualForce pages to branded domains entirely through the force.com platform.
  • Sites is now live!

 

Organization-Wide Email Addresses

  • Generic from email address and name
  • Specify which profiles can send from each org wide address
  • When sending an email, users select the email from the “from” address
    • Can only be used when sending a single email (no mass email support, no workflow rules support!)
    • Email address must be verified (activation link sent to address)

 

Workflow Process Visualizer

  • Graphical representation of approval process (BETA)
  • Read only representation

 

Visualforce Enhancements

  • Ability to add visualforce page as a dashboard component
    • Will display information based on the user logged in, not the running user
  • Ability to use visualforce pages as custom help
    (when users click this link) 
    image

 

Declarativ
e App Builder Enhancements

  • TEXT() function support for picklists in formulas and workflow field updates
  • INCLUDES(), ISNULL(), PRIORVALUE(), and ISCHANGED() support for multi-select picklists
  • Support for encoding functions in formuals: HTMLENCODE, JSENCODE, JSINHTMLCODE, URLCODE
  • Managed package versioning and deprecation support

Activity

Posted May 6th, 2009 in Certified Administrator by John Coppedge

Compare and contrast Tasks and Events

Tasks Events
Use a single date entry Use a date/time entry for both start and end
Represent to-do items (including phone calls) or emails Represent calendar items
Can have an associated reminder pop-up Can have an associated reminder pop-up
No recurring functionality built in Can have recurring series of events (if setting is enabled)
Tasks marked as completed when status of record is changed to completed Event marked as completed when the end time of the event is passed by the current time

 

Manage Public Calendars and Resources

Pro+

Customize –> Activities –> Public Calendars and Resources

  1. Create the calendar
  2. Create sharing rules for the calendar (by default no one has access)
  3. Mark the calendar as active

Sharing rules must be established for access to be granted to users.

A resource can be invited to a meeting, and the calendar will reflect this usage.

See “Managing Public and Resources Calendars”.

 

How to view public calendars and resources

Pull up the calendar view (you can access this by clicking the day, month, or yearly view from your page):

image

Click change, and select Public Calendars & Resources

image 

 

Identify and describe the Activity Settings

  • Task Fields
  • Task Validation Rules
  • Task Triggers
  • Task Buttons and Links
  • Task Page Layouts
  • Task Record Types
  • Event Fields
  • Event Validation Rules
  • Event Triggers
  • Event Buttons and Links
  • Event Page Layouts
  • Event Record Types
  • Activity Custom Fields
    • Defined custom fields apply to both tasks and events
  • Activity Search Layouts
  • Activity Buttons
  • Public Calendars and Resources
  • Activity Settings (default on)
    • Enable Group Tasks
    • Enable Sidebar Calendar Shortcut
    • Enable Creation of Recurring Events
    • Enable Activity Reminders
    • Enable Spell Checker on Tasks and Events
    • Enable Email Tracking
    • Show Event Details on Multi-User Calendar View
    • Enable Multiday Events

 

Describe the capabilities of Multiday Events

Not to be confused with “All Day Events”, a multiday event is an event that lasts longer than 24 hours – this includes an “All Day Event” that stretches over more than 1 day.  Multiday events cannot be synchronized with Outlook.  Multiday events must be enabled (Activities Settings).