Summer'14 Release Features

General Enhancements:
1.Attach Larger Files, Up to 25 MB, to Objects:
Summer'14 increased the size limit for attachments to objects from 5 MB to 25 MB. 
Collaborate more easily with larger attachments to cases, accounts, orders, and other objects.Attachment limits in Salesforce Knowledge remain unchanged.

2.Receive Incoming Emails of up to 25 MB:

Summer'14 increased the size limit for incoming email messages from 10 MB to 25 MB, 

making it more likely that you’ll receive even long messages with multiple attachments in their entirety.The 25 MB per message limit applies to the entire message: the headers, the body, all attachments, and the encoding. This limit increase applies to all incoming email messages, including those that come in through Email to Salesforce, Email to

Chatter, and On-Demand Email-to-Case.

3.Salesforce Notification Banner:

Summer ’14, the Salesforce Notification Banner will appear on all pages for accounts, contacts, and dashboards, and in the setup area for your organization.You can dismiss the banner from all pages for all users in the organization for the Summer ’14 release.

1. From Setup, click Customize > User Interface.

2. Deselect Enable Salesforce Notification Banner.

3. Click Save.

4.Improved Previews for Microsoft PowerPoint® (.pptx) Presentations:
Users now enjoy presentations rendered with noticeably higher quality.

5.Middle Name and Suffix Fields Available for Person Objects (Beta):

The Middle Name and Suffix fields are available for the following person objects: Contact, Lead, Person Account, and User.To show these new fields, you need to do a few things.

1. Contact salesforce.com Customer Support to enable the new fields.

2. Click Setup > Customize > User Interface.

3. In the Name Settings section, select Enable Middle Names for Person Names and Enable Name Suffixes for Person Names.

4. Click Save.

Mobile:
1.Salesforce1 Enhancements:
There are several options for accessing Salesforce1 on mobile devices.
• Install the Salesforce1 downloadable app on Android ™ and Apple® mobile devices. Users can download the app from the App Store or Google Play™.
• Access the Salesforce1 mobile browser app from a supported mobile browser on Android, Apple, and BlackBerry Z10 devices. This option doesn’t require anything to be installed.

2.SalesforceA :The SalesforceA navigation menu provides a quick overview and easy access to all SalesforceA features.
• Search for users
• Access the Overview, Users, and Success Community pages
• View the latest release notes in HTML format
• Take a short survey to give feedback on SalesforceA

Now it's easier than ever to access your own user record. From the SalesforceA home screen, tap your user name to open the user detail screen for your own user account.

3.End of Support for Chatter Mobile for BlackBerry and Salesforce Classic for BlackBerry :In case you missed the announcement last release, the Chatter Mobile for Blackberry and Salesforce Classic for Blackberry apps are no longer supported effective Summer ’14. This is because the BlackBerry OS platform on which these apps run is

nearing the end of its lifecycle and the new BlackBerry 10 platform doesn’t support these apps. Both of these apps will remain fully functional until they are officially deprecated.

Users who have downloaded Chatter Mobile for Blackberry or Salesforce Classic for Blackberry on their devices can continue to use the apps. However, salesforce.com is no longer providing support in the form of bug fixes or enhancements for any issues your users may encounter. Chatter Mobile for Blackberry and Salesforce Classic for Blackberry continue to be available for download at https://downloads.salesforce.com/bb.

We encourage all customers who currently use these apps to begin migrating to the Salesforce1 app on any of its supported devices. Summer ’14 includes new BlackBerry support for the Salesforce1 mobile browser app

Chatter:
1.Salesforce Files Sync (Generally Available) :
Salesforce Files Sync makes file management easier than ever. Your users install a desktop client called Salesforce Files. They
can then securely store, sync, and share files between Chatter, their desktops, and mobile devices.

Limits:
• The maximum amount of data that individual users can sync in their Salesforce Files folder is 10 GB. If the folder reaches
this limit, new files won’t sync until other files are removed from the folder.
• The maximum file size that can be uploaded using the Salesforce Files folder is 500 MB.


. From Setup, click Customize > Chatter > Settings.
. Click Edit.
. Under File Sync, select Allow File Sync.
. Click Save.

Salesforce Files Sync is now enabled for your organization. Next, grant your users access to Salesforce Files Sync.
.Grant Access to Salesforce Files Sync Using a Permission Set (Sync Files)

Install the Salesforce Files Client
Users can install the Salesforce Files client so they can sync files between their desktop, Chatter, and mobile devices.
The Salesforce Files client is supported on Microsoft® Windows® 7 and Apple® OS X 10.7.
. Click Your Name > My Settings > Desktop Add-Ons > Salesforce Files.
. Click Download.
. Follow the installation instructions for your operating system.

. Log in with your Salesforce credentials.

Synced files can be shared from inside the Salesforce Files folder.
. On your desktop, in your Salesforce Files folder, right-click the file you want to share.
. Choose a menu option under Salesforce Files: share with people in your organization, with Chatter groups, or with people
outside your organization via link.
. When prompted, enter the names of the people or groups in your organization and an optional message to share the file

with them. If you’re sharing the file via link, copy the link.

2.Run File and Content Reports from the File Detail Page :

• File and Content Downloads

• File and Content Engagement

3.See Topics People Know about on User Profiles :
Quickly identify your peers’ professional strengths.The topics people are knowledgeable about now appear on their user profile pages (replacing the Recently Talked About

section). Click the Overview tab to see recognized areas of expertise and suggestions for additional endorsements.

4.View Records on Topic Detail Pages :

See associated records like accounts and leads in the context of a topic's description, feed, and knowledgeable users.Topics provide a fast way to group records on common themes together, either via list views or—if Chatter is enabled—right on the new Records tab for topic detail pages. When viewing a specific record, you can navigate directly to this tab by clicking any topics listed below the record name.

To enable topics for additional objects, in Setup, choose Customize > Topics > Topics for Objects.

5.Delete Topics Directly in Salesforce :

Before deleting topics, carefully consider the following:

• Topics are permanently deleted. They aren’t sent to the Recycle Bin.

• Deleted topics are removed from search results, the topics list, all posts and records, Recently Talked About, Related

Topics, and Trending Topics lists, and your users’ favorites.

• Users can reintroduce a topic after it has been deleted.

6.Profile-Based Rollout of Chatter (Generally Available) :

Contact salesforce.com support to enable Profile-Based of Chatter.

Roll out Chatter for a subset of users instead of all users in your organization.

With profile-based rollout of Chatter, you decide who has access to Chatter based on user profiles and permission sets. Once Chatter profile-based rollout is enabled for your organization, your administrator can turn on Chatter for only the users that have been assigned the required user profile or permission sets. All other users in your organization won’t have access to.With Chatter profile-based rollout, larger organizations can plan a controlled rollout and deploy Chatter in a way that enhances adoption and engagement on a team-by-team basis. Organizations with regulatory constraints have the option to give full or no access to Chatter based on employee roles and profiles.

For example, if you assign a user profile or permission set that excludes Chatter access to a subset of users, these users still have access to Salesforce objects, like accounts, leads, opportunities and so on, but they don’t see the record feed and they can’t make posts.

7.Ask Questions in the Feed with Chatter Questions (Beta) :

Ask questions and get answers in Chatter with Chatter Questions.Your users might ask similar questions. Chatter Questions helps reduce duplicate content in your community by showing similar questions before your users ask their question.When users type their question and press TAB or ENTER, similar questions appear. The list of similar questions shows the number of answers a question has as well as if the question has an answer selected as the best answer. They can continue to ask their question or click any similar question to quickly get the answers they need.

Communities:

1.Community Engagement Console :

The new Community Engagement Console gives community managers a central place to monitor the health of their community and its members. Use it to view dashboards about groups, members, feed activity, and license usage, and to manage the community’s reputation system.When a community manager first accesses the Community Engagement Console, they see dashboards set up by the Salesforce administrator.There are up to five dashboards mapped to pages in the Community Engagement Console.The Reputation and Point System tabs allow a community manager to customize reputation levels and a point system to reward members for Chatter activity in the community. For example, a member may gain points by creating a post, receiving a comment on a post, or liking someone else’s post or comment.To be a community manager and use the Community Engagement Console, a user must have either the “Manage Communities” or “Create and Customize Communities” permission. The user must also be an employee of your organization; external community members can’t be community managers.

2.Guest User Access to Public Chatter Groups Without Logging In :

Sales:

1.Complete Customization Available for Opportunity Splits :

You can customize opportunity splits in these ways:

• Add custom fields

• Set up validation rules

• Set up triggers

• Edit page layouts

In addition, if you use Unlimited or Performance edition, you can now set up custom split types in the Settings area for opportunity splits, and you can configure workflows.

To set up opportunity splits for your organization, go to Setup, then click Opportunity > Opportunity Splits.

. From Setup, click Opportunities > Opportunity Splits, then click Edit Split Types.

. Click + Add a new split type.

. If you don’t want the split to be visible to users yet, deselect Active.

. Enter a name for the split type. The name will be visible to users when the type is visible.

. Select a field to split. You can split any currency field created on opportunities, including custom currency fields and roll-up

summary fields.

. If you want the splits for this type to total 100%, select Totals 100%.

Credit for team members directly responsible for the opportunity should usually total 100%.

. Click Save.

2.Create More Kinds of Salesforce Records Directly from the Side Panel :

Keep in mind that email attachments aren’t included in the new records.

You must set up the side panel publisher for your users by adding publisher actions to a publisher layout. The process for setting up your users depends on your Salesforce edition. During setup, you can also choose which fields appear on record detail pages in your users’ side panel menus. Those fields can be different from the ones you’ve chosen for record detail pages in Salesforce.

• Contact Manager, Group, or Professional Edition users create Create a Record global actions, add them to their Global Publisher Layout, and assign the layout to the appropriate user profile or profiles.

• Enterprise, Performance, Unlimited, or Developer Editions users create Create a Record global actions, add them to one or multiple Outlook Side Panel Publisher Layouts, and assign those layouts to the appropriate user profile or profiles

3.Customize Side Panel Publisher Menus for Different Users :

Depending on your Salesforce edition, you can create multiple publisher layouts for the Salesforce Side Panel and customize each layout with different sets of Publisher Actions. This helps users with different responsibilities create different kinds of records directly from the side panel.

.Creating a new Outlook Side Panel Publisher Layout from Setup > Desktop Administration > Outlook Configurations.

. Editing the new layout to add the publisher actions that you want to be available to a user or a group of users.

. Assigning the layout to a user profile or profiles that includes the group of users you want to use this publisher layout

4. Default Event Action Lets Users Create Events from Any Publisher :

Now users can create events on the Home tab,the Chatter tab, and record detail pages, without administrator setup.

5.Use Formulas to Track and Validate Activities by Date or by Date and Time :

Now you can include the date or the date and time of an activity in a custom formula field or a validation rule. Set a validation rule based on the due date of an event or a task, or track sales reps’ appointments or approaching task due dates.Suppose that your sales managers want to remind reps to follow up on five-day-old leads, or that you want to prevent reps from marking tasks closed before they’re due. Use the ActivityDate field to create a validation rule based on all-day events or on tasks.

Related To and Status Fields Make Task Lists More Useful

In custom reports on activity relationships, now you can include details including related contacts and accounts, invitees, and task status.

These fields are now available for reports:

• Is Parent

• Is What

• Is Invitee

• Date Responded

• Invitee Status

• Invitee Comment

In addition, reports created using the new Activity Relationships object include two status fields:

• Invitee Status indicates whether invitees have accepted, declined, or not responded to events.

• Task Status shows the status of tasks.

6.Security is Improved in the Multi-User Calendar View :

In the multi-user calendar view, a user who doesn’t have permission to view an event in another user’s calendar now sees only the event’s start and end time. The user no longer sees the subject or other event details in the calendar overlay:

Likewise, if you’ve enabled the option to show event details in the calendar, the user no longer sees the subject or other event details in the calendar itself:

7.Customizable Price Book Entries :

Administrators can customize price book entries in the user interface.

Let’s look at some of the ways that you can take advantage of these enhancements.

• Easier integration: You can now create a custom field to store an external ID in each price book entry record, which

enables efficient import, export, and synchronization with an external source.

• More flexibility: You can now create custom fields to store the validity of your price book entries by setting effective start and end dates. Also, you can create custom fields to help drive calculated pricing or discounts on your opportunities according to business logic.

• Data quality: You can now improved the data quality of price book entry records by preventing users from saving incorrect data through the use of validation rules.

• More control: To address the business needs of your different business units, you can create multiple page layouts to control the fields that users see on price book entry detail and edit pages.

From Setup, click Customize > Price Books > Price Book Entries.

Note: The price book entry object doesn’t support the creation of roll-up summary fields. In addition, the price book entry object isn’t available as related lookups from other objects.

Service:
1.Customize Case Feed Layouts in New Ways :
With a resizable highlights panel, collapsible publisher, and full-width feed, it’s easier than ever to create Case Feed layouts that put the information your agents need front and center.

2.Related Lists as Console Components :

Add related lists to the sidebars of a Salesforce console to display relevant information next to specific pages.add related lists to a console’s sidebar to show relevant information without scrolling

. For standard objects, from Setup, click Customize > Object > Page Layouts.

For custom objects, from Setup, click Create > Objects, then choose the object.

. Click Edit next to a page layout.

. Click Custom Console Components.

. Next to the sidebar in which you want to add your related list component, choose how to display and organize your component by Style. You can choose either Stack, Tabs, or Accordion. For more information, see “Sidebar Styles for Console Components” in the Salesforce Help.

. Specify the size of the sidebar in the console by selecting height or width, and typing its percentage or number of pixels.

. Under Type, choose Related List.

. Under Component, choose a related list’s name. Optionally, you can hide a related list from pages where it appears as a component to prevent duplicate information from showing. If you want to reorder related lists, you must do so from page layouts.

. Under Label, type the name for your component as it should display to console users from the sidebar.

. Specify the size of the component in the sidebar by selecting height or width, and typing its percentage or number of pixels.

. Click Save.

Analytics:

1.Dashboards API Limits :

• Your organization can request up to 200 dashboard refreshes per hour.

• Your organization can request results for up to 5,000 dashboards per hour.

2.Keep Favorite Report Folders In View :

Navigating to the report you want on the Reports tab can be a bother when the folder pane contains many report and dashboard folders. Now users can pin their most-used report and dashboard folders to the top of the folder list so they don’t have to scroll

down every time.

Force.com Customization:

1.Improvements to Setup Search (Beta) :

With Advanced Setup Search, you can search for Setup menu items, custom fields, custom objects, custom profiles, permission sets, public groups, roles, and users from the sidebar in Setup.

2.Description Field Added to Login IP Ranges :

To view or edit the Description field for login IP ranges for each profile:

1. From Setup, click Manage Users > Profiles, then select a profile.

2. In the profile page, go to the Login IP Ranges section.

As you add or edit a Login IP Range, use the Description field to provide details, such as which part of your network corresponds to the range.To view or edit the Description field for login IP ranges for your entire organization:

1. From Setup, click Security Controls > Network Access.

2. Click New, or Edit for an existing range.

3.Customize Feed-Based Page Layouts in New Ways :

•Use the Auto-Collapse Publisher setting to collapse the publisher when it’s not in use. The publisher expands to its regular height when a user clicks inside it.

• Enable the Use Full-Width Feed setting to expand the feed horizontally to take up all available space on the page.

4.New Rich Text Editor for HTML Area Home Page Components

We replaced the rich text editor in HTML Area home page components with a new version that supports more markup but doesn’t allow HTML to be manually entered.New HTML Area home page components will use the new rich text editor. HTML Area home page components created prior to Summer ’14 that contain simple markup that is supported by the new rich text editor will appear in the new editor.

HTML Area home page components that were created prior to Summer ’14 that contain code that’s no longer supported for HTML components, such as JavaScript and iframes, will continue to work and will still use the old rich text editor.In Summer ’15 we will start removing unsupported code from HTML Area home page components.As a result, components that contain JavaScript, CSS, iframes, or other unsupported markup might stop working properly. To use JavaScript or other advanced HTML elements in your home page component,  recommend that you use a Visualforce Area component instead.

5.Workflow Target User Merge Fields for Email Templates (Beta) :

To use merge fields from user records in email templates, select from the following merge field types:

• User Fields—Use these merge fields to represent the sending user. Merge fields named {!User.field_name} return values from the user record of the person who created or updated the record that triggered the workflow rule.

• Workflow Target User Fields—Use these merge fields only in email templates for workflow rules on the User object.Merge fields named {!Target_User.field_name} return values from the user record that was created or updated to trigger the workflow rule.

6.Security :

Use security to protect both your data and applications.Password Changes Improve Organization Security

Now additional options help to improve your organization’s security.Force Logout On Session Timeout

Prevent unwanted access to your organization using the Force logout on session timeout session setting.

More Session Types Available for User Session Information See the session types of users logged into your organization.

New Fields Available for User Session Information See the unique session IDs of users logged into your organization.

.App Launcher Available for More Profiles Previously, profiles cloned from a specific set of existing Force.com and Platform profiles only supported the App Launcher

as a custom app. Now, administrators can add the App Launcher directly to those profiles.

.10 Identity Connect Licenses for New Developer Edition Organizations

Developer Edition organizations now get 10 Identity Connect permission set licenses for testing and development.

.Cross-Domain Exchanges Switch to POST Requests

For better security, organizations should send cross-domain session information using POST requests, instead of GET requests.

.Specify an Authorization Endpoint as a Request Parameter Send your user to a specific authorization endpoint.

.Get Custom Permissions in the Identity URL Response

OAuth requests can use the custom_permissions scope to retrieve custom permissions associated with a connected app

for an organization, and whether an individual user has each permission enabled.

.Community ID and URL Values Included in OAuth Responses

Use OAuth to get a user’s community ID and community URL values.

.Organization ID Allowed as a Salesforce Identity Provider Custom Attribute

When using Salesforce as an identity provider, you can now pass the organization_id attribute in the SAML assertion.

.Identity Provider Logout URL Supported for External Users of a Community

When logging out of a community, external users are redirected to the logout URL specified in the community’s SAML

settings, if the external user logged in using SAML for single sign-on.

.New Conditions for Access To Multiple Identity URLs With One Access Token

One access token can provide access to more than one identity URL, but only if several conditions are met.

.OpenID Connect Discovery Endpoint Added

Get information about Salesforce OpenID Connect support from a static URL.

.Improved Internet Explorer Browser Compatibility for Login Features

Login hints and Log in to a custom domain are now available for older Internet Explorer browser versions.

.Log in to a Custom Domain Field Suggestions for Communities

After users click on Log in to a custom domain on the Salesforce.com login page, and start typing, the page displays

suggestions for completing a Communities URL.

.Microsoft Authentication Provider Support

You can use Microsoft Access Control Service as an authentication provider using OAuth. Authorization is typically done

by a Microsoft Office 365 service like Sharepoint® Online.