Cheat Sheets [Downloads]

Posted December 3rd, 2009 in Tips & Tricks by John Coppedge

Check out the developerforce wiki for some great cheat sheets.  I can see how these would be an absolute lifesaver, especially during the initial learning process.

[edit: updated URL]

http://developer.force.com/cheatsheets

[edit: Direct to PDF shortcuts removed by request]
Comments Off on Summer 09 Training

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