Salesforce Spring'15 release overview

Release Notes Review
Spring’15
With Salesforce MVP
Rakesh Gupta

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Spring’15 release notes link
HTML Release Notes :- http://goo.gl/9KHSz9
PDF Release Notes :- http://goo.gl/sMIOaz

@Mumbai_SFDC
Go Social!
/pages/Navi-Mumbai-Salesforce-Developer-User-Group
groups/Official-Salesforce-Developer-User-Group-
4770754

Agenda
 Spring ‘15 for Salesforce Admins!
 Process Builder Overview!
 Spring ‘15 for Salesforce Developers!
 Q&A round

Spring ‘15 Highlights for Salesforce Admins
Keep your users
happy and your
data clean.
Prevent duplicate data entry
on accounts, leads contacts
and custom objects
.
Duplicate Management!

Duplicate Management!
 Duplicate rules don’t run when records are created in following ways.
• When records are created using Quick Create.
• When leads are converted to accounts or contacts and your organization
doesn’t have the “Use Apex Lead Convert” permission.
• When a record is restored with the Undelete button.
• When records are added using Exchange Sync.
• When records are manually merged

Add records to Chatter Groups
 Adding records to groups allows users to collaborate on and discuss the
records as a team in the group. To add records to chatter groups you
have to customize the chatter group layout and add the Add Record
action to the group publisher

Emoticons Added in the Feed
 Now your users can add expressions like a smiley face to their posts
and comments by typing a character combination. To enable/disable this
feature follow the path Setup | Build | Customize | Chatter | Settings
and select “Allow Emoticons” checkbox. Emoticons aren’t supported in
Salesforce1.

Feed with a New Task Action
 It allow users to create New Task action directly from a post in their
feed.

Subscribe to Receive Report Notifications
 After Spring’15 release users can now sign up for report notifications,
to stay up-to-date on the metrics they care about most. To subscribe a
report click on subscribe button and the conditions, action and schedule
frequency. Each user can subscribe to up to five reports.

Add Rich Text Notes to Records
 Now with Notes, users can add bulleted and numbered lists to notes.
User have option to follow the notes and share it with “People” or “Chatter
Groups”(As shown in the following screenshot). To enable/disable this
feature follow the path Setup | Build | Customize | Notes | Settings and
select “Enable Notes” checkbox.

Add Public Groups to delegated administrator
 Now delegated administrators can create public groups, and you can
specify public groups in which delegated administrators can add and
remove users in specified roles and all subordinate roles..

 Drive Salesforce1 Adoption
 Guide Sales reps through
your company’s sales process.
– Provide links to Chatter posts
– Helpful information
– best practices
– potential pitfalls
– words of encouragement
Sales Path

Assets Object Redesigned as a Standard Object
 The Assets object is used to tracks products that your customers own.
The Assets object has been enhanced in Spring’15 release to give your
users a more robust way to manage assets. Previously, the Assets object
was a child object of the Accounts object. After Spring’15 release the
Assets object has been redesigned as a standard object and has the
same features, including a tab, sharing settings and record types, as a
standard object.

Introducing Process Builder
 Simple: Design with point & click simplicity
 Powerful: New Actions with the power of code
 Flexible: Match the way your business works
 Visual: View & Collaborate on your process
 Easy to use
Automate your business. Faster.

Process Builder
Next Generation Workflow
Multiple “Rules” in 1 process
More Flexibility
Graphical Interface
Workflow Rules
New Actions

Process Builder Spring’15
 Create version of a Process
 Call an Apex method from Process
 Trigger a Process Multiple Times in a Single
Transaction
 Submit For Approval Through Process

Visual Workflow Spring 15’
 Pause and Resume
 Customize Condition Logic in Flow
 Create a Dynamic Label for Flow Interviews
 Invoke Apex from a Flow
 Launch a Flow from Salesforce1 (Pilot)
 Reference the ID of a Chatter post That a Flow created
 New Attributes for <flow:interview> allowShowPause

Field Audit Trail (GA)
Declarative, Policy Driven Retention
LIVE ARCHIVE

Field Audit Trail (GA)
APIs
SObject
● All history goes into the EntityHistory SObject initially, cannot live there > 18 months
● Policy describes retention to allow Field History for up to 18 months in SObject storage
and to be retained in FieldHistoryArchive BigObject for up to 10 years.
● No field history tracking limits permitted above default of 20 fields without Policy and Field
Audit Trail add-on in place.
● Use Salesforce Metadata API to define a retention policy for your field history. Then use
REST API , SOAP API , and Tooling API to work with your archived data.
BigObject

Field Audit Trail Record Retrieval
FieldHistory
Archive
Accounts
Cases
Contacts
Opportunities
Custom
Leads
APISOQL

#forcewebinar
ArchiveFieldName ArchiveParentName ArchiveTimestamp
1 Amount Acme - 2 Widgets 2014-12-12T05:00:35.213Z
2 NextStep Acme - 2 Widgets 2014-12-12T05:00:35.214Z
3 Custom_Checkbox Acme - 2 Widgets 2014-12-12T05:00:35.214Z
4 Custom_Currency Acme - 2 Widgets 2014-12-12T05:00:35.214Z
SELECT
ArchiveFieldName,ArchiveParentName,ArchiveTimestamp FROM
FieldHistoryArchive
SOQLResponse
Field Audit Trail Queries

Field Audit Trail (GA) with Archive
1. Standard Offering
○ 20 fields/objects
○ Retention for only 18 months
1. Field Audit Trail Add-on
○ Up to 60 fields can be tracked
○ Retention the audit trail for up to 10 years
Field History retention is defined as the number of
months after which it should be archived into the
FieldHistoryArchive object and how long the data
should be retained for.

Set Up Test Data for an Entire Test Class
 You can reduce test execution times especially when you’re working
with many records. Test setup methods enable you to create common
test data easily and efficiently. By setting up records once for the class,
you don’t need to re-create records for each test method. If a test class
contains a test setup method, the testing framework executes the test
setup method first, before any test method in the class. Records that
are created in a test setup method are available to all test methods in
the test class and are rolled back at the end of test class execution.
@testSetup
static void methodName()
{
}

#forcewebinarChallenge Yourself! http://developer.salesforce.com/trailhead
• Interactive learning paths
• Earn badges and points
• Declarative and Programmatic
BRAND NEW! Introducing Trailhead

One Click Update (http://goo.gl/cLH5WN)
By Satrang Technologies
 This app allows you to quickly update records with just one click.
Without clicking on Edit or Save button, Picklist fields can be edited &
updated in just one click. Easy and efficient app for everyone including
Sales and Customer Service reps.

Salesforce Spring'15 release overview

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