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Salesforce.com Winter `13 Release Notes

1. salesforce p Salesforce com Winter 13 Salesforce com Winter 13 Release Notes Last updated January 4 2013 Copyright 2000 2012 salesforce com inc All rights reserved Salesforce com is a registered trademark of salesforce com inc as are other names and marks Other marks appearing herein may be trademarks of their respective owners Table of Contents Table of Contents About the Release Notes o5550ccsiceispeacantuanccoucaccsiaucndua cecdudaeas adic tatees ete dete ede ed et dee 4 What s Included in the Release Notes se cicsccssessecaacsieecsettaccnedicssviiessetcens a a a E EE E E E iaaa E 4 Your Feedback Matters cette cccsiessctecitette cs coulecretestsuet vsetnestts leaks Hesisetuchdzssiietdctesedoataeltaassueeseliwa ci suehsiesandaahsecedesstveleeaeescettcetoag EAA 4 Release Notes hanes viecscssssssisusiesevsnsinnsesansnasnsyasniesinslnneselsansitsiconsesitsiebssnanacbaasenscssedstdiebansieceleswesisnbsasnedensaens 5 Summary of Winter 13 Features and Impact on Salesforce Users ssccccssssssssscsssssssssssesssssssssssssessesees 8 General Enhancements oeira Ea E E EEA A EEE ETE AAA ER Ee S Bheeceeds AEN E ATE EEE 8 Chatter Enhancement Sesser rere enn E S EES EE EE T E E ENEE 8 Sales Enhancementseirsmeniini aiei a e AAS T E AEE EE TO he ice 10 Semice Enhancements sespe aroa cos ER E SR S E ia ss fa N oven ENTE ores tan De tund seus ves Gee EEEE EN EEEE 11 Analytics Enhancements ssssssseneieserevsivenssni
2. sendEmailMessage List lt ID gt Messaging SendEmailResult Sends up to 10 draft email messages as defined by the emai IMessagelds specified email message IDs and returns a list of B SendEmailResult objects oolean allOrNothing The sendEmailMessage method assumes that the optional opt_allOrNone parameter is always false and ignores the value you set This optional parameter specifies whether sendEmailMessage prevents delivery of all other messages when any of the messages fail due to an 188 Developer Console Enhancements Apex Code Enhancements error true or whether it allows delivery of the messages that don t have errors false Example This example shows how to send a draft email message It creates a case and a new email message associated with the case Next the example sends a draft email message and checks the results Before running this example make sure to replace the email address with a valid address Case c new Case MSE CF EmailMessage e new EmailMessage e parentid c id Set to draft status This status is required for sendEmailMessage Go Sicccus 5 9 e TextBody Sampl mail message Subject Apex sample e ToAddress customer email com insert e List lt Messaging SendEmailResult gt results Messaging sendEmailMessage new ID eici Pz System assertEquals 1 results size System assertEquals true results 0 success
3. 73 Ideas Idea Themes Enabling Idea Themes Available in Professional Enterprise Unlimited and Developer Editions To customize Idea Themes settings Customize Application 1 2 3 4 a Note Once you enable Idea Themes you can t disable it Click Your Name gt Setup gt Customize gt Ideas gt Idea Themes gt Settings Click Edit Select Enable Idea Themes Click Save _ Creating and Editing Idea Themes Available in Professional Enterprise Unlimited and Developer Editions To view the Idea Themes tab Read on Idea Themes To create Idea Themes Create on Ideas You can use the Idea Themes tab in both the application and the console to create and edit Idea Themes for the communities that you manage 1 w Click New Idea Theme from the Idea Themes list view page or click New from the Recent Idea Themes list on the Idea Themes overview page Select a community for the idea theme and click Continue Select the idea theme s Status Select a category for the theme Idea themes must be assigned to a category to appear in the community Add a title for the idea theme Optionally enter a description of the theme Use the HTML editor to format your text or add an image or video Click Save 74 Ideas Idea Themes Using Idea Themes Available in Professional Enterprise Unlimited and Developer Editions To view the Idea Themes tab Read on
4. Note iPad users who have an old version of the Chatter for iPad app Chatter for iPad v2 0 or earlier must download the app from the App Store Those users won t see a pending update on their device 100 DATA COM Data com Product Suite Overview O a Demo 3 19 minutes Data com is salesforce com s solution for delivering leading business data inside your CRM Your team can spend less time entering and updating data and more time growing your business Data com combines crowd sourced contacts with account information from D amp B managed in the cloud so you can keep your CRM clean and up to date in real time Within Salesforce you can search for Data com accounts and contacts right on the Data com tab and if you have a Data com license you can add records to Salesforce You can add your contact search results as either contacts or leads It s remarkably easy to find the accounts and contacts you need and using Data com is a great way to plan your sales territories segment campaigns find new accounts to engage and get new contacts to quickly expand your sales network The Data com product suite includes Data com Corporate and Data com Premium as well as related products Data com Clean and Data com Reports This topic describes them all and explains how they work together Home Chatter Profile fi F27 D amp B Companies Files Accounts Contacts Leads Reports Dashboards nr Watch a Video Tutorial Help for this Page d Data c
5. Organization Name The name of the organization Clicking this name shows the upgrade history for the organization Primary Contact The name of the contact who installed the package 7 Click Schedule While a push upgrade is in progress you can click Abort to stop it Viewing Push Upgrade Details For information about a specific push upgrade that your organization sent click Your Name gt Setup gt Create gt Packages click the name of the package you want to view then click Push Upgrades Clicking on the name of a Target takes you to the Push Upgrade Details page which has information both for the push job and each organization that it was pushed to The Job Details section has the following information about the overall push upgrade in alphabetical order 207 Developer Console Enhancements Push Major Upgrade End Date The date and time the push upgrade finished Ignore Apex Test Failures Whether Apex test failures that may cause the installed application not to function properly were ignored Scheduled By The name of the user who initiated the push upgrade Start Date The scheduled start date and time of the push upgrade Status The status of the push upgrade whether scheduled in progress completed aborted or completed with failures Version The package version number that was pushed In the Organizations section you can get a list of all the organizations that received a push upgrade You can filte
6. Update operations on child events are very limited These changes allow you to create and modify event attendees invitees through the API Previously this was possible through the UI only The new API also supports Shared Activities for events so users can relate non recurring events to as many as 10 contacts Even if you don t enable Shared Activities for events for your users the following event object changes will affect you Event Object The Event object has two new fields WhatCount and WhoCount 58 Shared Activities Enhancements Event and EventAttendee Object Changes EventAttendee Object The EventRelation object replaces the EventAttendee object The EventRelation object represents a person user contact or lead or resource such as a conference room invited to an event The EventRelation object allows you to add or remove invitees from an event and to manage invitee responses to invitations through theAPI When Shared Activities is enabled an EventRelation object can also represent a Who or What object The EventAttendee object is no longer visible to users with API version 26 0 and greater Existing Apex and API packages that use API version 25 0 and older can still query the EventAttendee object Invitee Information The RelationId field contains the ID of the person or resource invited to the event The value of this field can t be changed after it has been specified When Shared Activities for events is ena
7. lastName gt Appleseed age gt 42 public PageReference submitFieldData doSomethingInterestingWithInput return null public void doSomethingInterestingWithInput inputFields put age Integer valueOf inputFields get age 10 format Improved Handling of Formula Fields in lt apex outputField gt The lt apex outputField gt component provides a read only display of sObject fields The component adapts its output to match the type of the field displayed and the behavior is intended to match the standard Salesforce interface Prior to Winter 13 this wasn t always the case formula fields that used the HYPERLINK function to create custom URLs weren t handled correctly by lt apex outputField gt The field value was escaped when it shouldn t have been and instead of displaying an active link it displayed the HTML for the hyperlink This is now fixed This change is versioned and you must update your Visualforce pages to API version 26 0 to enable the new behavior The most common work around for the issue was to use lt apex outputText gt with the escape attribute set to false lt apex outputText value someSObject customURL escape false gt 201 Developer Console Enhancements Additional Visualforce Enhancements This can now be rewritten to use the more general lt apex outputField gt lt apex outputField value someSObject customURL gt Warn
8. Map Data com fields to Salesforce Account Contact and Lead fields Before you begin make sure you understand how field mapping works Respect Do Not Contact settings when you add or export Data com contacts or leads Allow duplicate account contact and lead records in Salesforce You ll also want to learn about these enhancements Enhanced record addition error logs 103 Data com Data com Administrator Features and Enhancements Field Mapping Help for this Page Field Mapping Save Undo Field Mapping Help Map Data com fields to Salesforce account contact and lead fields You can also skip mapping individual Data com fields but values for skipped fields won t be added exported or considered when we calculate a record s clean status Accounts Data com field a Q Account field Company Name gt Account Name D U N S Number gt Default D U N S Number D amp B Company gt Default D amp B Company Number of Default Employees Employees Annual Revenue gt Default Annual Revenue Ticker Symbol gt Default Ticker Symbol Website gt Default Website Industry gt Default Industry Ownership gt Default Ownership Address gt Default Billing Address Shipping Address gt Skip Mapping Phone gt Default Phone Fax gt Default Fax Account Site gt Default Account Site Tradestyle gt Default Tradestyle Year Stated gt Default Year Started SiC Code gt Default SIC Code SIC Descript
9. To view the Questions tab Read on questions To ask and reply to questions Create on questions am Note Since your administrator determines the fields on questions some fields might not be included in the following steps et You can use the Questions tab in both the application and the console to ask questions of the communities that you moderate and manage Asking community members for input or opinions is an easy way to assess interest in topics or create engagement in the community To post a question to the community from the Questions tab 1 Click New Question from the Questions list view page or click New from the Recent Questions list on the Questions overview page 2 Select a community for your question See Add a title for your question 4 Optionally enter a description of your question Use the rich text editor to format your text or upload an image To ensure that your images appear correctly in the feed Salesforce recommends that they be less than 450 pixels wide 5 Select a category for your question Questions must be assigned to a category to appear in the community Questions that don t have a category are still visible to the owner of the question but not to other members of the community 6 Click Save Enhancements to Questions and Answers in the Feed Available in Enterprise and Unlimited Editions In Winter 13 we ve made using Chatter Answers even easier by enhancing th
10. Click the Chat header to expand the chat window 2 Click 3 Click someone s name to see your chat history with them Additionally your chats and chat history are maintained if you switch between multiple browser tabs Chatter Reporting Available in Group Professional Enterprise Unlimited Contact Manager and Developer Editions You can now create two new custom report types one that shows Chatter activity statistics and influence rank and one that shows how your organization is using public hashtag topics Public hashtag topics are those used on profiles and in public groups For privacy reasons hashtag topic usage reports don t include hashtags used on records or in private groups When defining a custom report type with Chatter activity statistics and influence rank data choose the Chatter Activity primary object and select from the following fields Comment Count Number of comments made by the parent Comment Received Count Number of comments received by the parent Influence Raw Rank Number indicating the parent s influence rank which is calculated based on the parent s Chatter activity statistics relative to the other users in the organization Like Received Count Number of likes received by the parent e Parent User name 32 Additional Chatter Enhancements Improved Feed Sorting Includes Polls Post Count Number of posts made by the parent When defining a custom report type with ha
11. Indicator Indicator Stock Exchange NYSE Ticker Symbol CRM FIPSMSACode 41860 FIPS MSA Code Description Primary Tradestyle D U N S Number 072148831 Primary SIC Code 7372 Primary SIC Prepackaged Software Description Primary NAICS Code 511210 Primary NAICS Software Publishers Description Longitude 122 394746 Latitude 37 794340 120 D amp B Companies D amp B Companies User Features and Enhancements Adding Data com Contacts as Leads Data com available in Contact Manager Developer Enterprise Group and Professional Editions Data com available for an additional cost in Unlimited Edition Data com Clean available in Developer Enterprise and Professional Editions Data com Clean available for an additional cost in Unlimited Edition To add Data com contacts as leads Create on leads Need leads Get them from Data com First search for contacts then add the contacts you want to Salesforce as leads Records you ve already added from Data com won t be added again unless the record has been deleted from Salesforce or your organization allows duplicates If you use Data com Premium when you add a lead from Data com a corresponding D amp B Company record if one exists in Data com is automatically created in Salesforce and linked to the lead record via its D amp B Company field 1 Search for contacts 2 Select the contacts you want to add and click Add to Salesforce 3 Select Leads to add the records as lead
12. New Access Token Method The Auth AuthToken Apex class has a new method to retrieve access tokens getAccessTokenMap Use this method if the user ID is mapped to multiple third party users getAccessTokenMap returns a map of access tokens for each third party user For more information see About External Authentication Providers in the Salesforce online help getAccessTokenMap String Map lt String String gt Returns a map from the third party identifier to the access authProviderId token for the currently logged in Salesforce user The identifier value depends on the third party For example for Salesforce it would be the user ID while for Facebook it would be the user number String providerName 189 Developer Console Enhancements Apex Code Enhancements Support EmailTemplateSelector Interface The Support EmailTemplateSelector interface enables providing default email templates in Case Feed With default email templates specified email templates are preloaded for cases based on criteria such as case origin or subject To specify default templates you must create a class that implements Support EmailTemplateSelector The Support EmailTemplateSelector interface contains the following method getDefaultTemplatelId ID caseld Returns the ID of the email template to preload for the case currently being viewed in the case feed using the specified case ID Example Implementation This is an exampl
13. Salesforce Communities Pilot Browser Enhancements Chatter Enhancements Polls Chatter Tab Navigation Enhancements Chatter Influence Calculation Enhancement Improved Posting Experience Chatter Desktop Enhancements Summary of Winter 13 Features and Impact on Salesforce Users Preview Links Work com in Chatter Pilot Administrator Settings for Rich Media Previews Salesforce Communities Pilot Chatter Messenger Enhancements available within 24 hours after the Winter 13 release Chatter Reporting Improved Feed Sorting Includes Polls Post Visibility Updated Chatter Icons and Buttons Chatter Feed Search Label Change View the External Apps Approved to Access Chatter Data Unfollow Unused Record Subscriptions Create and Own New Chatter Groups User Permission Google Talk in Salesforce No Longer Supported By Google Chatter REST API Enhancements Chatter API Connect in Apex Pilot Summary of Winter 13 Features and Impact on Salesforce Users Sales Enhancements Use Chatter People Hovers Rep Hovers Create Forecasting Custom Report Types Forecast Managers Can Adjust Forecasts in Any Currency Configurable Forecast List View for the Opportunity Pane Customizing Opportunity Teams K Opportunity Team Known Limitations Enabling Team Selling Disabling Team Selling Editing Multi Line Layouts for Opport
14. The Developer Console retrieves and displays code coverage information from your organization Code coverage results come from any tests you ve run from an API or from a user interface for example the Developer Console the Force com IDE or the Apex Test Execution page When you edit a class the code coverage for that class clears until you run the tests again You can view code coverage in several places in the Developer Console 1 Click the Tests tab The Overall Code Coverage panel displays the code coverage percentage for every Apex class in your organization that has been included in a test run It also displays the overall percentage 2 Double click a completed test run to open a Tests view The Tests view displays the tested class the tested method the duration result skip pass or fail and an optional error message If the test failed a Stack Trace column shows the method and line number at which the test failed 3 Select a Class in a Tests view to see the code coverage for each method invoked by the class in the Class Code Coverage pane 4 To view line by line code coverage for an Apex class double click the class in a Tests view or in the Repository tab to open it in a Source Code view 5 From the Code Coverage menu select one of the following Option Description None No tests have been run All Tests The percentage of code coverage from all test runs className methodName The percentage of code coverage from a met
15. any semicolons in the selected choices stored values are removed when added to the multi select field value Similar to single selection choice fields such as radio buttons and drop down lists you can populate multi select choice fields with flow specific choices and dynamic choices only You can t populate multi select picklists in flows with the picklist values of standard or multi select picklist fields elsewhere in your organization A multi select choice field can have only one default value A dynamic choice resource can be configured to assign field values from one user selected record to variables in the flow When the dynamic choice is used in a multi select choice field flow variables store the field values of only the last selected record in the dynamically generated set of choices If the dynamic choice is used in multiple multi select choice fields on the same screen the flow variable assignments are determined by the first multi select choice field on the screen To ensure the correct runtime behavior of Decision elements that reference multi select choice fields Configure a stored value for each choice that you use in multi select choice fields Don t use the same choice in multiple multi select choice fields on the same screen Visualforce Controller Access to Subflow Variables Available in Enterprise Unlimited and Developer Editions Previously a Visualforce controller could access variable values in only
16. cause a run time exception because of duplicate field values To learn more about default field values see About Default Field Values in the Salesforce online help For an example see Sample Create New sObject with Default Values Sample Create New sObject with Default Values This sample creates an account with any default values populated for its custom fields if any using the newSObject method It also creates a second account for a specific record type For both accounts the sample sets the Name field which is a required field that doesn t have a default value before inserting the new accounts Create an account with predefined default values Account acct Account Account sObjectType newSObject null true 186 Developer Console Enhancements Apex Code Enhancements Provide a value for Name acct Name Acme Insert new account Fas Graitemecl Cite This is for record type RT1 of Account ID rtId SELECT Id FROM RecordType WHERE sObjectType Account AND Name RT1 Id Account acct2 Account Account sObjectType newSObject rtId true Provide a value for Name acct2 Name Acme2 Insert new account ineert TECE Starting a Batch Job from Another Batch Job You can now start a batch job from another batch job by calling Database executeBatch from the finish method of the batch class This allows you to link your batch jobs and create a chain of jobs Note that the go
17. directly on iPad devices is now available from the Apple App Store and AppExchange Mobile The Touch Settings page has been updated to include a new enablement option for the Salesforce Touch downloadable app November 7 2012 Force com IDE Enhancements Added section about Force com IDE update Release Notes Changes October 31 2012 Clarified Support for IE Conditional Clarified details of IE conditional comments noting that only a Comments limited subset of Visualforce is supported within conditional comments October 31 2012 Push Major Upgrade Added a note saying this feature is available only to eligible salesforce com partners October 24 2012 Link to Known Issues Site Added link to the Salesforce Known Issues site October 24 2012 Chatter for iPhone and iPad Added a section announcing the release of Chatter for iOS v2 4 Version 2 4 Generally Available October 17 2012 Chatter Desktop Enhancements Updated release date and removed more frequent feed updates October 17 2012 Aggregate Function Enhancements Added information about updates to SOQL aggregate functions October 10 2012 Unfollow Unused Record Added clarifications about the script for unfollowing unused record Subscriptions subscriptions October 10 2012 Create and Own New Chatter Added a section on the Create and Own New Chatter Groups Groups User Permission user permission October 3 2012 Workflow Evaluation Criteria Updated for further changes m
18. only functioned with Visualforce Now the toolkit is available for use with third party domains such as www yourdomain com so that developers can embed third party applications in the console To enable the toolkit for third party domains you must add the domains to the whitelist of a Service Cloud console For more information English only about the toolkit see the Service Cloud Console Integration Toolkit Developer s Guide To learn how to enable the toolkit for third party domains see Whitelisting Domains for a Service Cloud Console in the online help Service Cloud Console Integration Toolkit Console Notifications Available in Enterprise Unlimited and Developer Editions with the Service Cloud The Service Cloud Console Integration Toolkit is an API that uses browsers to display pages as tabs in the console It provides advanced administrators and developers with programmatic access to the console so that they can extend it to meet your business needs For example developers can use the toolkit to open and close tabs in the console to streamline a business process With Winter 13 the following new methods are available 85 Additional Service Enhancements addPushNotificationListener getPagelInfo getPrimaryTablIds getSubtablIds removePushNotificationListener Editing Replies to Questions Adds a listener for a push notification A user can only register a listener once until he or she
19. you can exclude any records that have already been exported or are already in Salesforce Just select that option from the export confirmation message Selected Records are Preserved Across Search Results Pages When you select Data com records from your account or contact search results your selections are now preserved across multiple pages of results That means you can select records on one page of your search results and move to another page to select more records without losing the selections on the first page You can select up to 1 000 records New Industry Mapping Data com now uses the primary SIC NAICS and Data com Industry Category codes to determine the Industry field value on account records This simplified approach allows for more accurate and relevant search results no matter which industry classification system you use in your search query 108 Data com Data com User Enhancements For example if you use the SIC system for your search criteria and select the Computer Peripheral Equipment industry which maps to Electronics your results will include all accounts with a value of Electronics in the Industry field If you use the Data com Industry Categories classification system for your search criteria and select the Computers and Electronic industry which also maps to Electronics your results will again include all accounts with a value of Electronics inthe Industry field This new mapping system also means
20. 0 maximum 100 steps 10 gt lt apex gaugeSeries dataField datal highlight true tips true donut 50 gt lt apex chartLabel display over gt lt apex gaugeSeries gt lt apex chart gt See the Visualforce Developer s Guide for full details of the new chart type 192 Developer Console Enhancements Visualforce Charting Generally Available Radar Charts with lt apex radarSeries gt Use radar charts to plot a series of connected points along a radial axis Radar charts are sometimes called spider web charts You can add multiple lt apex radarSeries gt components to a single chart To use an lt apex radarSeries gt chart add an lt apex axis type Radial gt component Here s a simple example lt apex chart height 530 width 700 legend true data data gt lt apex legend position left gt lt apex axis type Radial position radial gt lt apex chartLabel gt lt apex axis gt lt apex radarSeries xField name yField datal tips true opacity 0 4 gt lt apex radarSeries xField name yField data2 tips true opacity 0 4 gt lt apex radarSeries xField name yField data3 tips true markerType cross strokeWidth 2 strokeColor f 33 opacity 0 4 gt lt apex chart gt See the Visualforce Developer s Guide for complete details about lt apex radarSeries gt charts Scatter Charts with lt apex scatterSeries gt Use scatter charts to plot individual n
21. 727 5555 New in Winter 13 D amp B Companies for Leads In Summer 12 we introduced D amp B Companies for accounts Winter 13 gives you D amp B Companies for leads 101 Data com Data com Product Suite Overview The D amp B Companies object and related records are available to organizations that purchase Data com Premium When you add a lead from Data com or clean a lead a corresponding D amp B Company record if one exists in Data com is automatically created in Salesforce and linked to that record via its D amp B Company field Just click the link to open the D amp B Company record and view the rich set of D amp B data including a Company Description field plus sections like Primary Data and Firmographic Data For example if you add a lead record for Richard DijkstraatDomino s Pizza LLC when you open the lead record the D amp B Company field value is Domino s Pizza LLC The value is underlined to identify it as a link Just click the link to open the Domino s Pizza LLC D amp B Company record Data com Corporate With Data com Corporate all Salesforce users can search Data com for accounts and contacts Users with Data com licenses can Add accounts and contacts to Salesforce and add contacts as leads Add contacts for an account directly from the account record Access the basic set of D amp B fields provided for accounts and leads Manually clean Salesforce account contact and lead records whether they
22. E E E E E OE E E E EEE 103 Data com Administrator Features and Enhancement csssssssssesseseseesesesseseseeaesescesesesaesesaescsecaesesacsececsesecaeeeesesseeeeeeeeaeeees 103 Datacom User Fnhianicements secrccratstvssesauvasecyansseistysunsrataesnessveanetneenssgeaberaanaavaenseuuvsreaneenie a berimnm nanan enamine 107 Data corm e eia A A T EA au weneereuanets 110 Data com Clean Administrator Features and Enhancement sssscsssssssesesseseseeseseceseeeaeseeaescsecacsecaesececaeeeseeesceseeeeeeeeees 110 Data com Clean User Features and Enhancement scssscssessessesesseeeceeencesceseeeeceneenseaesaeeeeeeneescesesaeeeeneeneesceaseeeeeeneeneees 113 D amp B Companies sess sinies oiiaii anaana A En AN EEE EEO oueuea ossens as os oaseusstevtsestagsnevasevnns dudven tosses 116 D amp B Companies Administrator Features and Enhancements c scessssseesesssesceeesenseseeeeeeceesssssesessssscacseacscaeesesananeeesess 116 D amp B Companies User Features and Enhancement ccccceccccscssssesssseesssssecsesesesesesscscsesesesecssscessesesseecseseseseseseseesesssanenas 120 Site C OU sca scsnisaidicnininvenerencienereicienereiensnendennenaeneniasranncnaaiaiaiamnanrabeamamuakraiuaknaxbannaiie 127 Page Breadcrumbs einen E EEE EEA TEETE E E E OER 127 Updated Menu Source Options iessccssersiscscsusssccevansvevsssvtetonvesnna AE NEA AEE TONE 127 Page Visibility in Menus and BreadcrumDBsissisiisivsesiisicresiinsiissiseeraseianis
23. Editions In an effort to improve the performance of sandbox copy portal users are no longer copied to developer and configuration sandboxes Contacts which are required by portal users weren t copied to those sandbox types Therefore the functionality of the sandbox remains the same without portal users All portal licenses are still copied so you can create portal users in your sandbox if you need them Eastern Name Order for Vietnamese Locales Available in Group Professional Enterprise Unlimited Developer and Database com Editions To view company information View Setup and Configuration To change company information Customize Application The available personal setup options vary according to which Salesforce Edition you have The supported locales Vietnamese vi and Vietnamese Vietnam vi_VN now display in Eastern name order family name first throughout Salesforce If you have existing reports run in organizations with Vietnamese or Vietnamese Vietnam as the locale and conditions on a person s name such as Contact Name you will need to update the report to have it display the new name order Minor Branding Changes to User Interface Elements In Winter 13 we made minor changes to the Aloha skin We re now using more neutral colors for list views and related list headers If you have Visualforce pages that overrode the styling for list views or related list headers by adding CSS to the page your p
24. Enhancements Apex Code Enhancements Sample The following sample uses the get VariableValue method to obtain breadcrumb navigation information from the flow embedded in the Visualforce page If that flow contains subflow elements and each of the referenced flows also contains a vaBreadCrumb variable the Visualforce page can provide users with breadcrumbs regardless of which flow the interview is running public class SampleContoller Instance of the flow public Flow Interview Flow Template Gallery myFlow get set public String getBreadCrumb String aBreadCrumb if myFlow null return Home else aBreadCrumb String myFlow getVariableValue vaBreadCrumb return aBreadCrumb null Home aBreadCrumb New Network Class and Method The Network class which is used for the Communities pilot represents a community am Note Salesforce Communities is available through a pilot program Contact your Salesforce com representative to find out if your organization qualifies for the pilot a This class contains the getNetworkId method The getNetworkId method returns the user s current community If Communities isn t enabled for the user s organization or the user is currently in the internal organization this method returns null New Messaging Method The new sendEmailMessage method in the Messaging class allows up to 10 draft email messages to be sent This method is used with Case Feed
25. ExpectedRevenue StartDate ELSE Name END FROM Event If the object type referenced by Event What is an Account the query returns the referenced Account s Phone and NumberOfEmployees fields If the object type is an Opportunity the query returns the referenced Opportunity s Amount and CloseDate fields If the object type is a Campaign the query returns the referenced Campaign s ExpectedRevenue and StartDate fields Finally if the object type is any other type the Name field is returned There are several considerations to keep in mind when using SOQL Polymorphism See the TYPEOF and Understanding Polymorphic Keys and Relationships sections of the Force com SOQL and SOSL Reference for more details Geolocation Custom Field SOQL Queries Beta The geolocation custom field allows you to create a field that identifies a location by its latitude and longitude You can then use the geolocation field with the DISTANCE and GEOLOCATION formula functions to calculate distances between locations For example you can calculate the distance between two geolocation fields such as between the warehouse and the store or between a geolocation field and any fixed latitude longitude coordinates such as between the warehouse and 37 775 122 418 also known as San Francisco DISTANCE Calculates the distance between two locations in miles or kilometers 163 Developer Console Enhancements API Enhancements GEOLOCATION Returns a
26. Flow Designer Search controls have been added to the Palette and expanded in the Explorer to help you quickly find what you need to build and update your flows 139 Visual Workflow Enhancements Searching the Palette As you add Apex classes that use the Process Plugin interface and add more flows to your organization it becomes more challenging to find a specific Apex class or flow within the Palette You can however search the Palette to quickly find what you need to add an Apex plug in or subflow element to your flow Available in Enterprise Unlimited and Developer Editions To open edit or create a flow in the Cloud Flow Designer Manage Force com Flow Open a flow in the Cloud Flow Designer Then use the following options to find a Palette item e On the Palette tab enter search text The Palette displays only the items that contain the entered text Click A to filter the Palette tab contents to one type of element To remove the filter click A and select SEARCH ALL Searching a Flow As a flow grows and becomes more complex it becomes more challenging to find things within it The Cloud Flow Designer offers tools for quickly finding flow elements and resources Available in Enterprise Unlimited and Developer Editions To open edit or create a flow in the Cloud Flow Designer Manage Force com Flow Open the flow in the Cloud Flow Designer Then use one or more of the following options to
27. Idea Themes To create Idea Themes Create on Ideas Click the Idea Themes tab to view filter moderate and create themes from lists Click Create New View to define your own custom list views To edit or delete any view you created select it from the View drop down list and click Edit If your organization has multiple communities we recommend you add Community to your views so that you can see the name of the community associated with each idea theme ClickNew Idea Theme from the Idea Themes list view page or click New from the Recent Idea Themes list on the Idea Themes overview page to create a new idea theme Click to refresh a list that s been updated Click Edit or Del to edit or delete an idea theme Note Deleting an idea theme also deletes the ideas that are associated with it Conversely undeleting an idea theme also undeletes the ideas that are associated with it Managing Idea Themes Available in Professional Enterprise Unlimited and Developer Editions To view the Idea Themes tab Read on Idea Themes To create and edit Idea Themes Create on Ideas From the Idea Themes detail page you can manage an idea theme and its related ideas As an administrator you can perform the following tasks Edit Delete or Clone an idea theme e Edit or Delete ideas that have been submitted to the idea theme Move an idea from one idea theme to another in your communities When
28. More visible in the app menu Object Settings Permissions to access objects and fields and settings such as tab availability App Permissions Permissions to perform app specific actions such as Manage Call Centers Apex Class Access Permissions to execute Apex classes Visualforce Page Access Permissions to execute Visualforce pages External Data Source Access Permissions to authenticate against External Data Sources Data Category Visibility Define access to data categories 82 Salesforce Knowledge Share Articles with Public Links 4 Click Edit next to the data category group you want to assign access to Access to data categories is assigned to Permission Sets and Profiles the same way is it for roles 5 Select Custom Category Group Visibility Select the visibility of this category group for this permission set What is this Visibility All Categories None Custom Available Categories Selected Categories Expand All Collapse Al All gt iPhone All iPad Touch Save Cancel 6 Select the categories you want the permission set or profile to have access to from the Available Categories list and add them to the Selected Categories list 7 Click Save For more information see About Category Group Visibility in the online help Share Articles with Public Links You asked for it This enhancement is from an idea on the IdeaExchange Available in Enter
29. N S Number field value transfers to the account s D U N S Number field and the lead s D amp B Company field value transfers to the account s D B Company field e The lead s Data com Key field value transfers to the contacts Data com Key field If you use Data com Corporate no D amp B Company record is created but the lead s Data com Key field value transfers to the contact s Data com Key field Divisions The new account contact and opportunity are assigned to the same division as the lead If you update an existing account during lead conversion the account s division is not changed and the new contact and opportunity inherit the account s division Local Lead Names The Company Name Local onthe lead automatically maps to Account Name Local along with their associated standard name fields Person Accounts If your organization uses person accounts you can convert leads to either person accounts or business accounts Leads with a blank Company field are converted to person accounts The default person account record type for your profile is applied to the new person account Note that you can only create leads with a blank Company field using the Force com API Leads with a value in the Company field are converted to business accounts The default business account record type for your profile is applied to the new business account As a best practice use different lead record types and page layouts to differentiate le
30. Patch Versions in the online help To schedule a push upgrade 1 Log in to your main development organization 2 Under Your Name gt Setup gt Create gt Packages click the name of the managed package whose upgrade you want to push On the package detail page click the Versions tab and then click Push Upgrades 3 Click Schedule Push Upgrades 4 Select a package version to push from the Patch Version drop down list gm Note Beta versions aren t eligible for push ee 5 Enter a Scheduled Start Date indicating when a push upgrade should begin 6 Inthe Select Target Organizations section select the organizations to receive your push upgrade If an organization already received a push upgrade for the selected package version it won t appear in this list You can select organizations by Entering a term that filters based on an organization s name or ID Names can match by partial string but Ds must match exactly Choosing between production and sandbox organizations from the Organizations drop down list Choosing organizations that have already installed a particular version Clicking on individual organizations or the Select All and Deselect A11 checkboxes This section lists the following information about the organization in alphabetical order Current Version The current package version an organization has installed Organization ID The ID that uniquely identifies the organization to salesforce com
31. To learn more about static resources see Defining Static Resources in the Salesforce online help 173 Developer Console Enhancements Apex Code Enhancements Next create an instance of StaticResourceCalloutMock and set the static resource and any other properties StaticResourceCalloutMock mock new StaticResourceCalloutMock mock setStaticResource myStaticResourceName mock setStatusCode 200 mock setHeader Content Type application json In your test method call Test setMock to set the mock callout mode and pass it HttpCalloutMock class as the first argument and the variable name that you created for Stat icResourceCalloutMock as the second argument Test setMock HttpCalloutMock class mock After this point if your test method performs a callout the callout is not made and the Apex runtime sends the mock response you specified in your instance of StaticResourceCalloutMock Note Ifthe code that performs the callout is in a managed package you must call Test setMock from a test method in the same package with the same namespace to mock the callout a This is a full example containing the test method testCalloutWithStaticResources and the method it is testing get InfoFromExternalService that performs the callout Before running this example create a static resource named mockResponse based on a text file with the content hah fooled you Save each class separately and run the test
32. Users will also notice that we replaced the Recipient column with the reinstated From To column on the My Unresolved Items page Chatter Profile Groups Files Leads Accounts Contacts Opportunities Reports Dashboards Products Forecasts My Unresolved Items n Contacts Events Emails Tasks Email to Salesforce Settings Unresolved Items Save Cancel Batch Edit Subject Date t Fromo Assign to Salesforce com Records No records to display F 7 19 2012 mrigsby unioncontainers com Contact z Q Account z Promising 10 01 AM gjohnson centurycontainers com leads DontAssign Recycle Bin Save Cancel 54 Shared Activities Enhancements Shared Activities for Events SHARED ACTIVITIES ENHANCEMENTS Shared Activities for Events Available in All Editions except Database com To view activity settings View Setup and Configuration To customize activity settings Customize Application You asked for it This enhancement addresses ideas on the IdeaExchange Winter 713 expands Shared Activities to let your users relate as many as 10 contacts to a single non recurring event One contact is the primary contact and all others are secondary contacts This allows your users to easily track the overall activity and the individual contact activities for the event It also allows your users to generate useful and accurate activity metrics reports that include the number of contacts related to an
33. also notified If posting from a Chatter group or a standard record page for example Leads Accounts Opportunities Cases and so on the post is made to that group s or record s wall Anyone who follows the group or record sees the post in their feed The recipient of the Thanks post is always notified Viewing Work com Profile Content in Chatter If Work com has been enabled for your organization and your administrator has also enabled the display of Work com profile content in Chatter profiles you ll see a Work com button on the left side when viewing a Chatter profile including your own This allows you to see someone s Work com profile in addition to their Chatter profile Note The first time you click Work com you ll be required to sign in using your Work com username and password which are separate from your login credentials for Salesforce If you don t have a Work com account you can sign up for one from this login screen After logging in to Work com you ll be asked to approve the connection between Salesforce and Work com Click Approve to complete this process When viewing a Work com profile including your own you can browse and interact with the content shown there Administrator Settings for Rich Media Previews You can now enable or disable rich media previews in link posts Post with links to rich media content are rendered as a preview including thumbnails descriptions and video players for video URLs
34. click to move the classes to the Selected Test Classes pane To select multiple adjacent classes select a single class and press the SHIFT key while you click the classes you want to select To select nonadjacent classes select a single class and press the CTRL key while you click the other classes you want to select You can also click Select All 5 When you ve created a test run click Run to queue and run the classes 148 Developer Console Enhancements Tests Tool Note Ifyour test methods call other methods or classes defined as tests in your organization those methods and classes are also run z 6 To stop a test click Abort 7 In theTests tab expand the test run to see the results for each method invoked by each class in the run 8 The Overall Code Coverage pane displays the percentage of code coverage for each every class in your organization The pane always displays the current percentage for every class After you perform a test run the pane also displays the overall percentage in bold Note Test classes don t require code coverage Therefore test classes show 0 coverage and don t affect the q 8 g overall code coverage percentage 9 Double click the completed test run to open the results in a Tests view The Tests view displays the tested class the tested method the duration result skip pass or fail and an optional error message If a test failed a Stack Trace column shows the method an
35. control over who may use the application and various security policies which should be enforced Connected Applications begin with a developer defining OAuth metadata about the application including Basic descriptive and contact information for the connected application The OAuth scopes and callback URL for the connected application Optional IP ranges where the connected application might be running Optional information about mobile policies the connected application can enforce In return the developer is provided an OAuth client ID and client secret as well as an install URL for the connected application The developer can then provide this URL to a Salesforce administrator The administrator can install the connected application into their organization and use profiles permission sets and IP range restrictions to control which users can access the application Management is done from a detail page for the connected application The administrator can also uninstall the connected application and install a newer version When the app is updated the developer can notify administrators that there is a new version available for the app their existing installation URL installs the new version For more information see the Connected Application Tip Sheet Force com Canvas Pilot Available in Developer Editions This feature is visible to all users in new Development Edition organizations To enable this feature in existing D
36. event where lt pre gt else document getElementBylId responseErrors innerHTML event message escape true 3 lt SioseaLone gt You asked for it This enhancement is from an idea on the IdeaExchange In Winter 13 you can add an option to the remoting request configuration array to prevent automatic buffering of requests JavaScript remoting optimizes requests that are executed close to each other in time and groups the calls into a single request This buffering improve the efficiency of the overall request and response cycle but sometimes it s useful to ensure all requests execute independently To disable buffering in the previous example add buffer false to the configuration block escape true buffer false When a RemoteAction method is looked up or called Visualforce inspects the page controller s inheritance hierarchy and finds RemoteAction methods in the controller s ancestor classes 196 Developer Console Enhancements Additional Visualforce Enhancements Here s an example demonstrating this capability The following Apex classes form a three tier inheritance hierarchy global with sharing class ChildRemoteController extends ParentRemoteController global virtual with sharing class ParentRemoteController extends GrandparentRemoteController global virtual with sharing class GrandparentRemoteController RemoteAction global static String
37. glass Slowly drag the magnifying glass through the field until you see the desired text On the Chatter tab you can t Create or update profile information or upload profile pictures See the Followers Following Groups and Files Owned lists on profiles See Chatter activity statistics or Chatter influence status Receive Chatter recommendations See trending topics Invite coworkers to sign up for Chatter Update group settings and information Create new groups View members of groups or lists of group files Invite Chatter customers to join private groups Upload share or preview files View or download files that were uploaded via the Files tab from the full site or that were uploaded to a comment Note that you can view files that were attached to a post on a Chatter feed The Salesforce Touch downloadable app can display these file types only doc docx pdf ppt pptx xls xlsx and all image files including gif jpg and png formats Find or follow files Send or view Chatter messages Bookmark posts View the list of people who liked a Chatter update Share public posts Add or view Chatter favorites e Add topics to posts and comments Search for data in any Chatter feeds including Groups People and Files View the full Chatter feed as with the Feed filter in the full site Filter or follow records e Use Chatter as a moderator Salesforce Mobile SDK Th
38. href javascript void 0 onclick sforce interaction entityFeed refreshObject case id true true true function response alert Case was updated response result gt Refresh Case lt a gt lt apex page gt 67 Chatter Answers Encouraging Community Participation with Chatter Answers Reputation Response This method is asynchronous so it returns its response in an object in a callback method The response object contains the following fields true if the Case Feed page was successfully updated false if it was not CHATTER ANSWERS Encouraging Community Participation with Chatter Answers Reputation Available in Enterprise and Unlimited Editions Tap into the expertise and knowledge of your most active community members by rewarding their activity By enabling reputations you let users earn points and ratings that display on hover over a user s photo in the feed As your star posters engage more frequently they improve the overall content in your community and provide better answers for users who are searching for help with an issue This means that users who are searching for a solution can be confident that an answer from a community expert can be trusted which means fewer support calls for your organization New here Have an account Sign In Antony Passemard need 4 webcams in the same room one per person Is this possible J 11 2012 Like Follow 0 Q Open Questions Q E Sarah Patel We did t
39. http api salesforce com foo sfdc mockResponse2 multimock setStatusCode 200 multimock setHeader Content Type application json 175 Developer Console Enhancements Apex Code Enhancements Set the mock callout mode Test setMock HttpCalloutMock class multimock Call the method for the first endpoint HTTPResponse res CalloutMultiStaticClass getInfoFromExternalService http api salesforce com foo bar Verify response received System assertEquals hah fooled you res getBody Call the method for the second endpoint HTTPResponse res2 CalloutMultiStaticClass getInfoFromExternalService http api salesforce com foo sfdc Verify response received System assertEquals hah fooled you twice res2 getBody Testing Web Service Callouts Generated code is saved as an Apex class containing the methods you can invoke for calling the Web service To deploy or package this Apex class and other accompanying code 75 of the code must have test coverage including the methods in the generated class By default test methods don t support Web service callouts and tests that perform Web service callouts are skipped To prevent tests from being skipped and to increase code coverage Apex provides the built in WebServiceMock interface and the Test setMock method that you can use to receive fake responses in a test method Specifying a Mock Response for Testing Web Service
40. ieie dite enoe ai aeiae aa ia aiena Nee ENSEN TENE E dennis 13 Mobile Enhancements ieasiertesnsteore orie estes eiere ATENENT AEAEE E EE LS EAE AROE RAEE E ESSEET E TEER 14 Data com New Features and Enhancements sccsccesssssesssesesseessessecsecsceececseesaecsessceseecsessesssesaeesscaseseesaseaessesenenaecaeeeaeeaeeaaeegs 14 Sitecom Enhancements enen R eat esesssdaecevatsaiaveesaeves E E EEES 16 Force com Enhancements cscs cscs sieees eae das esetaes cds sean tune eve ce cas agente vk hates aa ea EER Ea EEEE aara AEE RAG Hace 17 General Pahancements cc0cccticcieic cunt anciidawiounnGancdba cid Guiana daniaioan 25 Sal store Communities PilOt siecccssiscecossesvadscasondsaevneveecausveuvbesunoansevesootees vaovuncavdconseegsessnedep iavdevoarvenbeavesosaecdecversoevabensevariaeraaiodes 25 Browser Enbancements ivic ceccsecciecslessdesteqesvaeitienn da Sie a Sodveledie ies dtdevetaets Mee aa Ea aE SER EE ESE E E e a eea E a as 25 RETRACT ET cicctscisoaice sawaieneicieucisaisaousdioasesieed EEN ET E E EEEE 26 POMS EEE E EA A E A O TA T O E AA TEE EE 26 Chatter Tab Navigation Enhancements oserei iranienne a A ENA ROEE EE 26 Chatter Influence Calculation Enhancement isiin E E E E E a iaeaea e Eei 27 Improved Posting Experience iiare e ir e ia errai Ee SE S EE Na AEE EREN Ea ESATA TASEESEEN 28 Chatter Desktop EnhancementSorsroornaris isinen n aeae Eene CEEE A ESNE 28 Preview VAm ks lt cszccleatesuvsvsgedsacssiteecescoecdaadessaseobvaeWesdes iqau
41. isn t officially supported There are some differences from the full site when creating or editing records Any Record You can t modify a record s owner or its record type Switch to the full site to make y these changes If territory management is enabled you can t assign or modify a record s territory y y rules 96 Mobile Salesforce Touch Accounts and The Copy Billing Address to Shipping Address and Copy Mailing Address to Contacts Other Address links aren t available If territory management is enabled the Evaluate this account against territory rules on save option isn t available when editing account records Events You can t create or edit event records in Salesforce Touch Opportunities You can t edit the Probability or Forecast Category fields However values are automatically added to these fields based on the value of the Stage field when you save the record You can manually override the values for these fields by editing the record in the full site If you make an opportunity private you don t get a warning that you re removing all sharing from the record If you set the Name field to Lead the Related To field shouldn t be available but it s editable in Salesforce Touch You ll get a validation error if there s data in Related To when you save the record The Email and Phone fields for an associated contact aren t displayed You can t use Shared Activities to relate
42. layout block html data role panel html data id main gt lt apex insert name main gt lt apex outputPanel gt lt apex page gt 197 Developer Console Enhancements Additional Visualforce Enhancements This produces the following HTML output lt DOCTYPE HTML gt lt html gt lt head gt lt head gt lt div id data id menu data role panel gt lt contents of menu gt lt div gt lt div id data id main data role panel gt lt contents of main gt lt div gt lt html gt Every attribute that begins with html is passed through to the resulting HTML with the html removed am Note Pass through attributes that conflict with built in attributes for lt apex outputPanel gt will generate a compilation error For additional considerations and examples of using HTML attributes see Setting Custom HTML Attributes on Visualforce Components in the Viswalforce Developer s Guide Support for Internet Explorer Conditional Comments Prior to Winter 713 HTML and XML comments were allowed in Visualforce pages but were automatically removed during page rendering This included Internet Explorer specific conditional comments that are often used to address browser compatibility issues In Winter 13 these comments are recognized by Visualforce and passed through to the browser This change is versioned and you must update your Visualforce pages to API versio
43. mind This validation rule generates entries and related messages in Data com Clean job logs but your jobs may generate other entries and errors as well so make sure you examine your job logs carefully 1 Download and install the Datacom Reports AppExchange package 2 For each object you run Clean jobs on edit your page layouts to add the Data com Does Not Auto Update checkbox so it s available to users t 9 Tip You can use the Data Loader or a custom trigger to select this checkbox for multiple records 3 Open each record that you do not want to be auto updated and select the Do Not Auto Update checkbox 112 Data com Clean Data com Clean User Features and Enhancements When automated jobs run for each record that is not updated you ll see a message in the job log This record has been excluded from automated field updates from Data com Clean jobs Data com Clean Product Automatically Enabled In Summer 12 when you implemented the Data com Clean product you had to enable it before you could set up automated Clean jobs and users could manually clean account contact and lead records With Winter 13 weve eliminated that extra step and enabled the Data com Clean product for you To take a look just go to Your Name gt Setup gt Data com Administration gt Clean gt Settings For complete details check out Implementing Data com Clean in the Salesforce online help Data com Corporate and Premiu
44. on Help URLs in lt apex sectionHeader gt 23 Force com Enhancements ISVforce Enhancements Push Major Upgrade Environment Hub Pilot Additional Force com Enhancements Workflow Evaluation Criteria Usability Enhancements Geolocation Custom Field Beta Custom Object Truncation Retention Policy for Unused Sandboxes Full Sandbox Configuration Portal Users Not in Developer and Configuration Sandboxes Eastern Name Order for Vietnamese Locales Minor Branding Changes to User Interface Elements Updates to Platform Portal User Licenses 24 GENERAL ENHANCEMENTS Salesforce Communities Pilot Note Salesforce Communities is available through a pilot program Contact your Salesforce com representative to find out if your organization qualifies for the pilot Communities are customizable public or private spaces for employees end customers and partners to collaborate on best practices and business processes You can create multiple communities within your organization for different purposes For example you could create a community for your company and its partners to discuss channel business or you could have a community specifically dedicated to an upcoming event You can customize communities to meet your business needs including Choosing which members from your company and which customers partners or other people outside your company can join Selecting which Sale
45. on the go and avoid time consuming catch up work at the end of the day This section highlights some of the key features that make Salesforce Touch a great choice for use when out of the office 91 Mobile Salesforce Touch wv Opportunities Recently Viewed Opportunities Actions v Edge 500 cases 10 Recycled Pr Edge Com e 1 31 2013 Opportunity Owner Account Name Type Edit Fred Williamsq Edge Communic Existing Busings S RR Univ 2 500 cases Laser Print Create Task Details Chatter Related View in Full Site Pull to Refresh _ _ Burlington Textiles 20 000 cases Last Updated 8 6 2012 at 12 36 PM Opportunity Owner Close Date Lux Hotels 5 000 cases Columnar Ered Neeer anon 4312013 Opportunity Name Stage Edge 500 cases 10 Recycled Value Proposition GenePoint 8 000 cases 30 Recy Premium Pastels Account Name Probability Lux Hotels 15 000 cases 10 Re Edge Communications Inc 50 Type Amount Existing Business 50 000 00 RR Univ 1 000 cases Premium Bo Primary Campaign Source Lux Hotels 20 000 cases Laser Pr 1 View edit and create records for any object that has a tab in the Salesforce Sales app including your organization s custom objects Keep on top of activities by creating and managing tasks Search Salesforce for information including events and records not in recently viewed lists Use Chatter to see record updates and to col
46. or ads which let you extend your branding and change the community experience for users The page you create must include the chatteranswers allfeeds component to display the community After users log in to one of your portals they can access Chatter Answers from a tab and interact with that community When you add Chatter Answers using a Visualforce page users only see the community that is related to the page they can t switch communities as they can when using the standard Chatter Answers tab on a portal am Note The Visualforce page is visible to portal users only Internal users can see the Chatter Answers tab but need to log in through the portal to view the contents of the tab using the portal Adding a Custom Visualforce Page to a Portal Available in Enterprise and Unlimited Editions To set up and update the Customer Portal Customize Application To add a custom Visualforce tab to a portal 1 Click Your Name gt Setup gt Create gt Tabs to display a list of your organization s Visualforce tabs 69 Chatter Answers Creating Questions from the Questions Tab Click New to create a new Visualforce tab Select the Visualforce page and add details for the other fields on the page Click Next Select which user profiles can see the tab Select the portals that will include the new tab Sy Se SS Creating Questions from the Questions Tab Available in Enterprise Unlimited and Developer Editions
47. removes the listener or the listener is removed by another user Returns page information for the specified tab after its content has loaded If the tab ID is null it returns page information for the enclosing primary tab or subtab Returns all of the IDs of open primary tabs Returns all of the IDs of the subtabs on the primary tab specified by a primary tab ID If the primary tab ID is null it returns the IDs of the subtabs on the current primary tab Removes a listener that gets added for a push notification For more information English only about the toolkit see the Service Cloud Console Integration Toolkit Developer s Guide Editing Replies to Questions In Winter 13 moderators can edit replies to questions that are posted to the community When you select a question from the Questions tab click on one of the question s replies and select Edit to edit the fields in an existing reply Case 00002582 on 5 8 2012 supporting IES February 24 12 Answer seeing any issues at this time Sarah Patel gt In Community Legacy Answers When will IE8 be supported We are currently using IE7 and would like to move to IES When will you begin Thanks for the reply My team has already migrated to IEE February 24 2012 amp Best Answer Delete Promote to Aricie Edit Sarah Patel f Thanks Mark OK I think we will proceed with caution but ifs very comforting to know that things
48. responseName String responseType docSample EchoStringResponse element respElement new docSample EchoStringResponse element respElement EchoStringResult Mock response response put response x respElement This is the method that makes a Web service callout public class WebSvcCallout PWOLLE stracie Serine callichogri ing Siticime wowe docSample DocSamplePort sample new docSample DocSamplePort sample endpoint_x http api salesforce com foo bar This invokes the EchoString method in the generated class String echo sample EchoString input return echo This is the test class containing the test method that sets the mock callout mode It calls the cal EchoString method in the previous class and verifies that a mock response is received isTest private class WebSvcCalloutTest isTest static void testEchoString This causes a fake response to be generated Test setMock WebServiceMock class new WebServiceMockImpl 177 Developer Console Enhancements Apex Code Enhancements Call the method that invokes a callout String output WebSvcCallout callEchoString Hello World Verify that a fake result is returned System assertEquals Mock response output Chatter API Connect in Apex Pilot Force com developers no longer need to use Apex callouts to access Chatter API data Now many Chatter API resources have been exposed and are directly accessible using Conne
49. system automatically maps standard lead fields to standard account contact and opportunity Lead Fields fields see Lead Conversion Mapping in the online help For custom lead fields your administrator can specify how they map to custom account contact and opportunity fields see Mapping Custom Lead Fields in the online help The system assigns the default picklist values for the account contact and opportunity when mapping standard lead picklist fields that are blank If your organization uses record types blank values are replaced with the default picklist values of the new record owner Territory Management Ifyour organization uses territory management the new account is evaluated by account assignment rules and may be assigned to one or more territories If the rules assign the account to exactly one territory then the opportunity will also be assigned to that territory If the rules assign the account to multiple territories then the opportunity is not assigned to any territory Triggers During lead convert Apex triggers are fired and universally required custom fields and validation rules are enforced only if validation and triggers for lead convert are enabled in your organization Salesforce ignores lookup filters when converting leads ifthe Enforce Validation and Triggers from Lead Convert checkbox on the Lead Settings page is deselected Workflow You can t convert a lead that s associated with an active a
50. the Share button above the feed changed from blue to green and the sidebar on the Chatter tab now uses gray icons h Feed What Follow To Me post amp Fic Link Poll Bookmarked Share All Company 33 Additional Chatter Enhancements Chatter Feed Search Label Change Chatter Feed Search Label Change In keeping with changes to the Chatter tab navigation we ve renamed Search Chatter Updates to Search Chatter Feeds on the global search results page View the External Apps Approved to Access Chatter Data Available in Group Professional Enterprise Unlimited Contact Manager and Developer Editions If your organization has Chatter Free users Chatter Only users or customers in Chatter groups Winter 13 offers them approved connections a new security feature Whenever they authorize an external app such as Chatter Desktop or Chatter Mobile they can now see these apps listed in Chatter for added security Approved connections is the list of external applications that can access your data in Chatter You authorize this access the first time you run the external application For example if you use Chatter Desktop you created a connection between the Chatter Desktop application and the login you use to access Chatter on the Web The first time you authorized the connection in Chatter Desktop it was saved as an approved connection To view your approved connections click Your Name gt My Settings at the top of any page then c
51. the flow that s embedded in the Visualforce page If that flow contained subflow elements the values of variables in the referenced flows could not be obtained by the Visualforce controllers The new getVariableValue method in the Flow Interview class enables a Visualforce controller to get the value of a flow variable The variable may be in the flow embedded in the Visualforce page or in a separate flow that is called by a subflow element See New getVariableValue Method on page 187 142 Visual Workflow Enhancements Flow Navigation Options Flow Navigation Options Available in Enterprise Unlimited and Developer Editions At runtime the system automatically determines which of the Next Previous and Finish buttons are relevant for each screen depending on whether there are any preceding or following screens in the flow path The new Navigation Options field on the Screen overlay enables you to restrict a screen from displaying either the Previous or Finish button Options No navigation restrictions Default The system displays all relevant navigation buttons on the screen Don tshow Previous button Select this option if revisiting the previous screen triggers an action that musn t be repeated such as a credit card transaction Don t show Finish button Select this option if you need the user to go back to a previous screen to continue or complete the flow For example suppose the flow prompts the user to ent
52. the following when converting leads 121 D amp B Companies D amp B Companies User Features and Enhancements Campaigns If the lead matches an existing contact and both records are linked to the same campaign the campaign member status is determined by whichever is further along in the lifecycle of the campaign For example if the lead member status is sent and the contact member status is responded the responded value is applied to the contact Related campaign information is always associated with the new contact record regardless of the user s sharing access to the campaign When more than one campaign is associated with a lead the most recently associated campaign is applied to the Primary Campaign Source field on the opportunity regardless of the user s sharing access to the campaign Chatter When you convert a lead into an existing account you don t automatically follow that account However when you convert the lead into a new account you automatically follow the new account unless you disabled feed tracking for accounts in your Chatter settings Data com D amp B Ifyou use Data com Premium when you add a lead from Data com a corresponding D amp B Company Company record if one exists in Data com is automatically created in Salesforce and linked to the lead record via its D amp B Company field If you later convert that lead Ifthe account is created from the conversion the lead s Company D U
53. the online help and in our developer guides at Developer Force includes a feedback form for you to submit your suggestions corrections and feedback about the documentation Let us know what you think IdeaExchange We te listening to your ideas too Winter 13 includes some of your top ideas Visit IdeaExchange for a complete list of ideas coming in Winter 13 Want to be notified whenever we publish new documentation or make significant updates to existing documentation Follow us on Twitter salesforcedocs Release Notes Changes Release Notes Changes Welcome to the Release Notes Change Log Anything that s changed with each new iteration of the release notes is right here with the newest updates at the top January 3 2013 Browser Enhancements Added a note to the Browser Enhancements section to clarify that Internet Explorer 10 is not supported for the Service Cloud console January 3 2013 Chatter Reporting and Chatter API Updated the description of reports for hashtag topics and of Objects the HashtagDefinition object to include hashtags used only in public posts and comments and not those used on records or in private groups November 21 Help and Training Enhancements Added information on help portal change for sandbox and DE 2012 users as well as for additional languages Added a description of the new case collaboration feature Changed title of Usability Enhancements section to Help and Training Po
54. the record meets the rule criteria am Note You can t add time dependent actions to the rule if you select this option created and any time it s Default Evaluate the rule criteria each time a record is created or updated edited to subsequently meet For a new record run the rule if the rule criteria is met criteria Foran updated record run the rule only if the record is changed from not meeting the rule criteria to meeting the rule criteria With this option the rule can run multiple times per record but it won t run when the record edits are unrelated to the rule criteria For example suppose that for an opportunity record to meet the rule criteria the opportunity probability must be greater than 50 If you create an opportunity with a probability of 75 the workflow rule runs If you edit that opportunity by changing the probability to 25 the edit doesn t cause the rule to run If you then edit that opportunity by changing the probability from 25 to 75 the edit causes the rule to run With this last edit the rule runs because the record is changed from not meeting the rule criteria to meeting the rule criteria Custom Object Truncation Available in Contact Manager Group Professional Enterprise Unlimited Developer and Database com Editions To truncate custom objects Customize Application Truncating custom objects is a fast way to permanently remove all of the records from a cust
55. to Winter 09 were Developer Preview releases To migrate to the latest Force com IDE from a Developer Preview release delete all Force com projects from your workspace uninstall the k older IDE plug in from Eclipse and install the latest release 157 Developer Console Enhancements Connected Applications Pilot Connected Applications Pilot Available in Developer Editions This feature is visible to all users in new Development Edition organizations To enable this feature in existing Development Edition organizations or other organizations contact salesforce com sm Note The Connected Applications feature is currently available through a pilot program For information on enabling it for your organization contact Salesforce Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all Customers who purchase our services should make their purchase decisions based upon features that are currently available A Connected Application or Connected App is an application that can connect to salesforce com over identity and data APIs Connected Applications use the standard OAuth 2 0 protocol to authenticate provide Single Sign On and acquire access tokens for use with Salesforce APIs In addition to standard OAuth capabilities Connected Applications add additional levels of control allowing administrators explicit
56. to all the resources in the documentation as well as all request bodies and response bodies Now it s easier to see when something new is added to Chatter API The rate limits for Chatter API have been more finely tuned and are measured by per user per application per hour rate limit Most customers shouldn t see the difference When you exceed the rate limit all Chatter API resources return a 503 Service Unavailable error code for both the user and the application When polling for feed updates or private messages do not exceed one poll per minute 60 per hour In addition use the feeds news me userId is modified resource to determine if a feed has been updated since the last specified time and date 35 Additional Chatter Enhancements Chatter REST API Enhancements Chatter in Communities is supported by all the resources in Chatter API Instead of using the regular URL to access the resource use the Community URL For example https nal salesforce com services data v26 0 connect communities communityId chatter feeds news me feed items In addition information about communities is returned by many of the response bodies am Note Communities are available as a pilot program Contact your salesforce com representative to find out if your organization qualifies for the community pilot Chatter API Connect in Apex Pilot Force com developers no longer need to use Apex callouts to access Chatter API data Now ma
57. use to test callouts by specifying the response body in a static resource for each endpoint This class is similar to Stat icResourceCalloutMock except that it allows you to specify multiple response bodies When using this class you don t have to provide your own implementation of the HttpCalloutMock interface Instead just create an instance of MultiStaticResourceCalloutMock and set the static resource to use per endpoint You can also set other response properties like the status code and content type First you must create a static resource from a text file to contain the response body See the procedure outlined in Testing HTTP Callouts Using Stat icResourceCalloutMock Next create an instance of MultiStaticResourceCalloutMock and set the static resource and any other properties MultiStaticResourceCalloutMock multimock new MultiStaticResourceCalloutMock multimock setStaticResource http api salesforce com foo bar mockResponse multimock setStaticResource http api salesforce com foo sfdc mockResponse2 multimock setStatusCode 200 multimock setHeader Content Type application json In your test method call Test setMock to set the mock callout mode and pass it HttpCalloutMock class as the first argument and the variable name that you created for Mult iStaticResourceCalloutMock as the second argument Test setMock HttpCalloutMock class multimock After this point if your test method performs an HT
58. you edit an idea you can change the name of the idea theme which removes the idea from the current idea theme and moves it to another idea theme that you select 75 Live Agent Enhancements Auto Away Option in Live Agent Configurations Create an idea and post it to the idea theme in which you re working Customize Idea Themes Available in Professional Enterprise Unlimited and Developer Editions To create or change custom buttons and links Customize Application To add custom page layouts Customize Application With Winter 13 administrators can display a custom view of the Idea Themes detail edit and list view pages Administrators can create custom page layouts add custom fields and add buttons and links to Idea Themes When you override the default page layout you can use Visualforce pages to create different page layouts for Idea Themes By adding custom buttons and links to the Idea Themes detail page you can add external URLs and access to applications and other modules Add custom fields to tailor your Idea Themes to your organization s unique requirements Use triggers to create workflow rules or actions for Idea Themes For example you can use triggers to change the status of an idea theme once it has reached the end date LIVE AGENT ENHANCEMENTS Auto Away Option in Live Agent Configurations Available in Enterprise and Unlimited Editions and Developer Edition organizations c
59. you see in the office but organized for working while on the go Note This release doesn t have all of the functionality of the full Salesforce site See Differences from the Full Salesforce Site on page 95 for more details Salesforce Touch provides these benefits An intuitive interface that is optimized for easy navigation and data interaction on an iPad so you can scroll tap and swipe through records to quickly find the information you need Automatic updates and enhancements so you re always using the most current version Support for many of your organization s Salesforce customizations There are two versions of Salesforce Touch A downloadable app that is available from the Apple App Store or AppExchange Mobile and installs directly on iPad devices A mobile browser app that runs in the Safari for iPad web browser The downloadable app offers the convenience and time savings of maintaining your Salesforce session so you don t need to log in every time you access Salesforce Touch Use the mobile browser version if you don t want to bother with installing an app on your device Salesforce Touch Features Overview Brush up on the status of deals or notes about contacts before customer meetings Update records with new information while the details are fresh Rally team members back at the office to start working on a customer request These are just a few of the ways Salesforce Touch helps your users be productive
60. API version 25 0 and earlier To access new fields metadata types and other components or features introduced in API version 26 0 and later use the Cloud Flow Designer to create your flows Desktop Flow Designer Links and Documentation Many flow administrators almost all of whom use the Cloud Flow Designer have been confused by the presence of legacy desktop Flow Designer links and documentation Therefore we consolidated all legacy desktop Flow Designer specific content in the user manual that is bundled with the desktop Flow Designer You can access this content from within the desktop Flow Designer by clicking Help gt User manual We also removed the following options from the Flows list page Upload flows that were created in the legacy desktop Flow Designer Download the latest version of the legacy desktop Flow Designer 144 Schema Builder Enhancements Deleting Custom Objects with Schema Builder You can contact salesforce com to re enable these options for your organizations If you had previously uploaded flows that were created in the legacy desktop Flow Designer the Upload button might already continue to appear in your organization SCHEMA BUILDER ENHANCEMENTS Deleting Custom Objects with Schema Builder To delete custom objects in Schema Builder Customize Application You can now delete custom object with Schema Builder Schema Builder displays list of side effects when you try to delete a custom obj
61. Callouts When you create an Apex class from a WSDL the methods in the auto generated class call WebServiceCallout invoke which performs the callout to the external service When testing these methods you can instruct the Apex runtime to generate a fake response whenever WebServiceCallout invoke is called To do so implement the WebServiceMock interface and specify a fake response that the Apex runtime should send Here are the steps in more detail First implement the WebServiceMock interface and specify the fake response in the doInvoke method global class YourWebServiceMockImpl implements WebServiceMock global void dolInvoke Object stub Object request Map lt String Object gt response String endpoint String soapAction String requestName String responseNs String responseName String responseType Create respons lement from the autogenerated class Populate response element Add response element to the response parameter as follows response put response x responseElement om Note The class implementing the WebServiceMock interface can be either global or public You can annotate this class with isTest since it will be used only in test context In this way you can exclude it from your organization s code size limit of 3 MB 176 Developer Console Enhancements Apex Code Enhancements Now that you have specified the values of the fake response instruct the Apex runtime to s
62. Changed Objects These objects have changed in API version 26 0 The ChatterActivity object now includes an InfluenceRawRank field which indicates the Parentld s Chatter influence rank This number is calculated based on the Parentld s ChatterActivity statistics relative to the other users in the organization The Type field for feed items now includes Pol1Post which specifies a poll posted on a feed The Pol1Post type is available for the following objects AccountFeed AssetFeed CampaignFeed CaseFeed CollaborationGroupFeed ContactFeed ContractFeed DashboardFeed EntitlementFeed EventFeed FeedItem LeadFeed NewsFeed OpportunityFeed Product2Feed ReportFeed ServiceContractFeed SolutionFeed TaskFeed UserFeed and UserProfileFeed 165 Developer Console Enhancements Metadata API Enhancements Updated Metadata API Enhancements These metadata fields have been added or changed in Metadata API version 26 0 CustomField displayLocationInDecimal New DashboardComponent compontentType Changed an existing field on Dashboard Flow a new field on allowBack New FlowScreen Piw a new field on allowFinish New FlowScreen Indicates how the value of a Geolocation custom field appears in the user interface If true the geolocation appears in decimal notation If false the geolocation appears as degrees minutes and seconds Now has the following new valid values e Scatter e ScatterGrouped Use these valu
63. Check Spelling Cancel Forgotten Password manam Frozen on Startup r Case Owner Admin User Startup Guide on Geoff Minor a g How to Receive Five Stars a z Account Global Media Start Your Project Name Status New Priority High Case Origin Web Se a Star Description Genre None Save Save amp Close Save amp New Check Spelling Cancel Using data category mapping select which case fields map to which data category groups and set a default data category for cases that have no value for the mapped fields For example you can map a products custom case field with a products data category group to filter the articles for the customer s products 1 Go to Your Name gt Setup gt Customize gt Knowledge gt Data Category Mappings Case to Data Category Mapping beta Define which case fields map to which data category groups and set a default data category for cases that have no value for the mapped fields For example you can map a products custom case field with a products data category group to filter the articles for the customer s products Action Case Field Data Category Group Default Data Category Remove Products Products All Add None bd l None None P In the Case Field column use the drop down list to add a field contact organization etc w Inthe Data Category Group column use the drop down list to map the information from the lookup fiel
64. D amp B Companies D amp B Companies Administrator Features and Enhancements Implementing D amp B Companies Data com available in Contact Manager Developer Enterprise Group and Professional Editions Data com available for an additional cost in Unlimited Edition Data com Clean available in Developer Enterprise and Professional Editions Data com Clean available for an additional cost in Unlimited Edition To implement D amp B Companies Customize Application If your organization has purchased Data com Premium you have access to the D amp B Companies object which provides D amp B data for accounts and leads you add to Salesforce Cleaning an account or lead record also creates a D amp B Company record if you don t yet have one in Salesforce The D amp B Companies tab lists all the D amp B Company records you have in Salesforce Each D amp B Company record displays a large set of D amp B fields If you ve purchased the Data com Clean product you can also use automated jobs to clean D amp B Company records Cleaning a D amp B Company record automatically fills blank fields and overwrites old data with new Setting up D amp B Companies is easy to do just follow the steps for configuring Data com Premium and keep these guidelines in mind s gt Tip To find out which Data com product your organization has just click Your Name gt Setup gt Data com a Administration gt Licenses amp Limits On the Licenses amp Limit
65. Enhancement What I Follow This feed was previously called My Chatter and displays everything you follow including posts from people you follow groups you are a member of and files and records you re following Use the drop down list at the top of your feed to further narrow the subset of posts To Me This feed was previously called Me and displays posts others make to your profile feed and posts where you have been mentioned Bookmarked We didn t rename this feed It displays your bookmarked posts in your feed All Company This feed was previously called All Chatter and displays all posts and comments from your entire company We ve also renamed Chatter to Feed or removed the word Chatter in other places throughout the application to match the new navigation For example the Show Chatter and Hide Chatter links on the Home tab now say Show Feed and Hide Feed respectively Chatter Influence Calculation Enhancement Chatter activity statistics include how many posts and comments you ve made how many comments you ve received and how many people liked your posts and comments Chatter influence shows how your activity stacks up to other people s Because influence is a relative calculation users in some organizations might become top influencers very quickly without much activity Other organizations might feel that too many of their users are top influencers Winter 13 introduces the ability to customize Chatter activity thresho
66. However you can t set a site map link as a custom root node in a breadcrumb Cascading Editability Available for purchase in Enterprise and Unlimited Editions Available with limitations in Developer Edition Previously when you made a page element in a page template editable it was editable only in pages or templates based directly on that template With Winter 13 we ve removed that restriction When you enable the Editable property of a page element any pages or child templates based on the template also inherit the enabled status In turn the enabled status in the child template cascades to any of i s children and so on If you don t want its editability to cascade to any lower levels disable the Editable property of a page element in a child template Default Content in Editable Page Elements Available for purchase in Enterprise and Unlimited Editions Available with limitations in Developer Edition With Winter 13 content added to an editable area on a page template becomes default content for the area in derived pages and templates The content of all editable page elements on a child page or template is linked to the content of the editable elements on its parent page template When you update the content of an editable page element on the parent template the changes are pushed down to any child pages or page templates However if you modify the content of an editable page element at the child p
67. Lite is enabled for an organization and so on SecuritySettings Changed Represents an organization s security settings Security settings define trusted IP ranges for network access password and login requirements and session expiration and security settings In version 26 0 this type is supported by the deploy and update calls in addition to the retrieve functionality available in version 25 0 In order to add an IP range you need to deploy all existing IP ranges as well as the one you want to add Otherwise the existing IP ranges are replaced with the ones you deploy To remove all the IP ranges in an organization leave the networkAccess field blank lt networkAccess gt lt networkAccess gt PermissionSet tabSettings Indicates the tab visibility settings for the permission set The fields are e tab tThe tab name visibility The visibility settings for the tab Available tThe tab is available on the All Tabs page Individual users can customize their display to make the tab visible in any app None The tab isn t available on the All Tabs page or visible in any apps Visible tThe tab is available on the All Tabs page and appears in the visible tabs for its associated app Individual users can customize their display to hide the tab or make it visible in other apps 168 Developer Console Enhancements Apex Code Enhancements Apex Code Enhancements Apex includes the following enhan
68. Optionally only send a mock response for a specific endpoint and method System assertEquals http api salesforce com foo bar req getEndpoint System assertEquals GET req getMethod Create a fake response HttpResponse res new HttpResponse res setHeader Content Type application json mS Ser oclhy VY VitooW a Moe V9 res setStatusCode 200 Ceturn Les puolre Class CallovcClass 1 public static HttpResponse getInfoFromExternalService 172 Developer Console Enhancements Apex Code Enhancements HttpRequest req new HttpRequest req setEndpoint http api salesforce com foo bar req setMethod GET Http h new Http HttpResponse res h send req Telwen Tes isTest private class CalloutClassTest isTest static void testCallout Set mock callout class Test setMock HttpCalloutMock class new MockHttpResponseGenerator Call method to test This causes a fake response to be sent from the class that implements HttpCalloutMock HttpResponse res CalloutClass getInfoFromExternalService Verify response received contains fake values String contentType res getHeader Content Type System assert contentType application json String actualValue res getBody String expectedValue foo bar System assertEquals actualValue expectedValue System assertEquals 200 res getStatusCode Testing HTTP Cal
69. Professional Editions Data com Clean available for an additional cost in Unlimited Edition To clean account records Edit on accounts To clean contact records Edit on contacts To clean lead records Edit on leads Use Data com Clean to make sure your CRM records are always up to date Clean works for a the account contact and lead records you have access to in Salesforce not just those you previously added from Data com If your organization uses Data com Premium and you clean an account or lead record that doesn t yet have a D amp B Company record linked to it Salesforce will create one if it s available in Data com and link the two records You ll also see a D amp B Company Record Linked field on the comparison page when you clean the account or lead Note If you clean your account records with the Data com Corporate or Premium product or Data com Clean Data com converts non USD currencies to USD every month which may cause the values in this field to change k For organizations that use non USD currencies we ignore the Annual Revenue field when determining a record s clean status so the Clean Status field s value does not change We also remove the value from the Annual Revenue field on account records and the clean comparison page 1 Check the record s Clean Status field If the status is Different or Not Compared click Clean to open the comparison page and compare the Salesforce record wit
70. TP callout to one of the endpoints http api salesforce com foo bar or http api salesforce com foo sfde the callout is not made and the Apex runtime sends the corresponding mock response you specified in your instance of MultiStaticResourceCalloutMock This is a full example containing the test method testCalloutWithMultipleStaticResources and the method it is testing get InfoFromExternalService that performs the callout Before running this example create a static resource named mockResponse based on a text file with the content hah fooled you and another named mockResponse2 based on a text file with the content hah fooled you twice Save each class separately and run the test in CalloutMultiStaticClassTest public class CalloutMultiStaticClass public static HttpResponse getInfoFromExternalService String endpoint HttpRequest req new HttpRequest req setEndpoint endpoint req setMethod GET Http h new Http HttpResponse res h send req return res isTest private class CalloutMultiStaticClassTest isTest static void testCalloutWithMultipleStaticResources Use MultiStaticResourceCalloutMock to specify fake response for a certain endpoint and include response body in a static resource MultiStaticResourceCalloutMock multimock new MultiStaticResourceCalloutMock multimock setStaticResource http api salesforce com foo bar mockResponse multimock setStaticResource
71. The rich media content is provided by Embed ly a third party service We don t share any content user organization or account data with Embed ly We only share the URLs that are on the domain whitelist which currently includes the YouTube Vimeo Mashable Techcrunch NYTimes ReadWriteWeb and SoundCloud domains All of our URL requests pass through a Salesforce proxy meaning Embed ly never receives calls directly from the client and therefore doesn t have information about who s making the URL request Rich media previews are enabled by default If you disable rich media previews users can only preview videos from the YouTube community 31 Additional Chatter Enhancements Chatter Messenger Enhancements Enabling and Disabling Rich Media Previews Rich media previews in links are enabled by default Click Your Name gt Setup Under App Setup click Customize gt Chatter gt Settings Click Edit Select Allow Rich Link Previews Click Save Do n A Ifa post doesn t render a link as a rich preview in the feed the URL domain for that link either isn t supported or Embed ly was unable to return the preview content for the URL ADDITIONAL CHATTER ENHANCEMENTS Chatter Messenger Enhancements Chatter Messenger now includes limited chat history When you start a chat with someone your conversations with them from the last 72 hours are automatically shown To see a list of all conversations from the last 72 hours 1
72. Triggers page includes a fraction between parentheses with the numbers used to compute this percentage for example 90 72 80 The code coverage percentage is calculated by dividing the number of lines covered by tests by the total number of lines that are part of the coverage calculation Some lines of code are excluded from code coverage calculation such as Comments System debug statements Test methods e A code statement that is broken up into multiple lines only the first line is counted To generate code coverage results you must run your Apex tests first If no tests have been run no code coverage data will exist and 0 No coverage data displays for classes except for test classes and triggers on the Apex Classes and Apex Triggers pages Creating sObjects with Default Values Using the newSObject Method Using the newSObject method on the sObject token of type Schema sObjectType you can now create new sObjects with custom fields prepopulated with default values that have been predefined in your organization You can also specify the record type of the sObject to create This is useful when default values vary for different record types like for picklist and multi select picklist custom fields To learn more about default field values see About Default Field Values in the Salesforce online help 185 Developer Console Enhancements Apex Code Enhancements newSObject ID recordTypeId sObject Constructs a new sObject of t
73. When you open a debug log in the Developer Console it opens in a System Log view which is a collection of panels for analyzing the log In the Winter 13 release you can create perspectives in a System Log view A perspective is a layout of panels Create perspectives to organize and simplify System Log views to match the way you work Switch between perspectives as you change tasks For example you might have one perspective for analyzing performance and another perspective for all purpose debugging Creating Perspectives in a System Log View A perspective is a layout of panels in a System Log view in the Developer Console The default perspective is All which displays every panel Most tasks you perform in a System Log view don t require you to use every panel When you perform a task in a System Log view use a perspective that makes completing the task fast and easy Every developer has a different style but the following is a list of perspectives you could create to perform common tasks Log Only Contains the Execution Log panel An all purpose perspective for viewing log execution Performance Contains the Stack Tree panel and the Execution Overview panel Use this perspective to test performance Limits Contains the Execution Overview panel Use this perspective to check governor limits a gt Tip Ifyou create a perspective that includes the Execution Log you may want to include the Source panel Us
74. You can create a maximum of 50 custom fields Note If you delete a custom field filters that use the custom field are also deleted and the result of assignment or escalation rules that rely on the custom field s data might change Define and activate validation rules that opportunity team data must meet before a user can save the record Define and activate Apex code that executes before or after specific data manipulation language DML events occur such as before opportunity team records are inserted into the database or after records have been deleted Define opportunity team roles for your organization Optionally replace existing team roles You can globally replace an existing value in a picklist with a new value that you ve first created using the picklist edit page Replacing an existing team role affects opportunity team and account team members Adda custom button or link to the opportunity team Customize the Opportunity Team Member page layout and specify which fields will appear on the Opportunity Team Member multi line page You can add custom fields buttons and links and customizable related lists to a page layout Edit the Opportunity Team related list properties on each page layout containing the Opportunity Team related list You can add custom fields and buttons to the related list To display opportunity team information in a related list on a parent page you must create a link between the opportunity t
75. You can either flag differences only or flag them and auto fill with Data com data 110 Data com Clean Data com Clean Administrator Features and Enhancements We ve updated the Data com Reports AppExchange package to include a preconfigured validation rule that lets you exclude individual account contact and lead records from being cleaned with automated clean jobs The rule works for organizations that use Data com Premium and the Data com Clean product which provides automated jobs Ifyou ve purchased the Data com Clean product you ll find that we ve automatically enabled it for you The Data com Clean product offers automated Clean jobs Ifyou use Data com Corporate or Data com Premium you ll find that we ve enabled Data com Clean for you With Corporate or Premium your users can manually clean account contact and lead records Defining Your Data com Clean Job Preferences Data com Clean Only Data com available in Contact Manager Developer Enterprise Group and Professional Editions Data com available for an additional cost in Unlimited Edition Data com Clean available in Developer Enterprise and Professional Editions Data com Clean available for an additional cost in Unlimited Edition To define Data com Clean Preferences Customize Application Clean preferences let you specify Which objects records to clean with automated jobs How you want to clean them Jobs can either Flag
76. a Chatter Answers community The Domain object represents a custom web address assigned to a site in your organization The DomainSite object is a junction object between the Domain and Site objects The EventRelation object replaces the EventAttendee object See Event and EventAttendee Object Changes It includes several fields for Shared Activities IsParent IsWhat IsInvitee AccountId The Relationtd field contains the ID of the person or resource invited to the event The IdeaTheme object represents an invitation to community members to submit ideas that are focused on a specific topic These objects are part of the Salesforce Communities pilot program O The Network object represents a community 0 The NetworkMember object represents a member of a community O The NetworkProfile object represents a profile in a community These objects are part of the User Sharing pilot program O The UserShare object represents a sharing entry on a user record The UserMembershipSharingRule object represents the rules for sharing user records from a source group to a target group The following objects are new and available to organizations that use Collaborative Forecasts Forecasts originally released in Winter 12 ForecastingAdjustment This object represents an individual user s adjustment for a subordinate s forecast via a ForecastingItem Available in API versions 26 0 and greater ForecastingFact This
77. a team of users called an opportunity team to share and work on an opportunity together Note Previously opportunity teams were called sales teams If your organization had enabled sales teams prior to Winter 13 opportunity team selling will be automatically enabled in Winter 13 As an administrator you can customize opportunity team roles for your organization such as Account Executive or Sales Representative Then your users can add members to an opportunity team on a particular opportunity and assign each member a team role for that opportunity 43 Opportunity Teams Enhancements Customizing Opportunity Teams In Winter 13 opportunity teams have been expanded to allow greater customization and control You can define opportunity team layout pages and add custom fields custom buttons and links and related lists to them You can define validation rules and triggers to verify and automate team selling and opportunity team changes And you can create custom report types for opportunity teams When team selling is enabled you can customize opportunity teams for your organization Enable team selling and select which existing page layouts will include the Opportunity Team related list To change the location of the related list on a particular page customize the page layout Create a custom field for the opportunity team Custom fields appear on the Opportunity Team Member page and can be included in opportunity team reports
78. address key archetype integration scenarios A selection matrix to help you determine which pattern best fits your scenario Integration tips and best practices This document is for designers and architects who need to integrate the Force com platform with their on premises applications This content is a distillation of many successful implementations by salesforce com architects and partners Ifimplemented properly these patterns enable you to get to production as fast as possible and have the most stable scalable and maintenance free set of applications possible Salesforce com s own consulting architects use these patterns as reference points during architectural reviews and are actively engaged in maintaining and improving them Force com REST API Developer s Guide New information on authentication has been added in the Understanding Authentication section The organization of the guide s Reference and Using Rest Resources sections has been improved 214 Help and Training Enhancements Workbooks Service Cloud Workbook PDF Gives you an introduction to creating a unified help desk for your support team Site com Workbook HTML PDF Introduces you to Site com and shows you how to create a simple website using Site com Studio Analytics Workbook HTML PDF Updated to cover new reporting and dashboard features such as joined reports buckets cross filters and dashboard filters Help and Tr
79. ade to the workflow evaluation Usability Enhancements criteria area of the user interface and documentation based on early customer feedback October 3 2012 Chatter Enhancements Updated Chatter Reporting to Not automatically visible Feature is available but requires some setup because it requires a new custom report type October 3 2012 New Behavior for Customer Portal Updated the title and information to accurately reflect email Email Notifications When No notification behavior when the Change Owner to Portal Change Owner to Portal User User Template isn t set for a portal Template is Selected and New Behavior for Partner Portal Email Notifications When No Change Owner to Portal User Template is Selected October 3 2012 Search by D U N S Number Added entry to the Data com user enhancements section indicating you can search Salesforce by D U N S Number September 26 Work com in Chatter Pilot Added a section on Work com features 2012 September 21 Help and Training Enhancements Added the new Service Cloud Workbook and updated Analytics 2012 Workbook to the Help and Training section September 21 Opportunity Team Known Added a known limitation about renaming tabs and labels for an 2012 Limitations opportunity team member September 21 Help and Training Enhancements Added the Help and Training section which lists videos and 2012 documents that are new or updated for Winter 13 September 21 Chatter Desktop Enhancem
80. ads that will be converted to person accounts from those that will be converted to business accounts In particular remove the Company field from the page layouts of leads that will be converted to person accounts and make the Company field required on the page layouts of leads that will be converted to business accounts If you create a lead convert it and then attach it to a person account owned by someone else the person account owner becomes the contact owner If you convert a lead owned by someone else and attach it to a person account that you own the lead owner becomes the contact owner 122 D amp B Companies D amp B Companies User Features and Enhancements Record Types If the lead has a record type the default record type of the user converting the lead is assigned to records created during lead conversion The default record type of the user converting the lead determines the lead source values available during conversion If the desired lead source values are not available add the values to the default record type of the user converting the lead Salesforce to When you convert a lead Salesforce to Salesforce inactivates the shared record and updates the Salesforce External Sharing related list in your connection s lead record with an Inactive converted status Due to inactivation of the shared record changes to the Lead Status during conversion aren t reflected in your connection s lead record Standard and Custom The
81. age or template level you break the link between the elements and any subsequent changes made to the page element on the parent template won t trickle down to its children Break the link between parent and child editable elements by selecting the child element on the page or in the Page Structure pane and clicking gt Override Parent Content 128 Site com Improved Linking in Data Elements You can return control of the editable page element to the parent template by selecting the child element on the page or in the Page Structure pane and clicking gt Revert to Parent Content When you do this any custom content in the child editable page element is lost Disabling the Editable property of a panel in a parent template overrides any changes made to that panel in child pages or templates Changes to the panel at the child level disappear and the panel reflects only the content from the parent template However the changes at the child level aren t lost Re enabling the Editable property of the panel in the parent template restores the custom content previously added to its children Improved Linking in Data Elements Available for purchase in Enterprise and Unlimited Editions Available with limitations in Developer Edition When using data elements previously called repeater elements you can now more easily create hyperlinks to custom URLs to items in your site and to emails The new link type options mat
82. ages Available request binding types are HTTP POST and HTTP Redirect Make your selection from the Single Sign On Settings page at Your Name gt Setup gt Security Controls gt Single Sign On Settings and with SAML Enabled checked click Edit The default setting is HTTP POST New getAccessTokenMap Method The Auth AuthToken Apex class has a new method to retrieve access tokens getAccessTokenMap Use this method if the user ID is mapped to multiple third party users getAccessTokenMap returns a map of access tokens for each third party user For Apex information refer to the Force com Apex Code Developers Guide 147 Developer Console Enhancements Tests Tool DEVELOPER CONSOLE ENHANCEMENTS Tests Tool The Winter 13 release adds a Tests tool to the Developer Console Use the Tests tool to run Apex unit tests on the server and check your code coverage Now you can edit debug and test your applications without leaving the Developer Console Creating and Running Test Runs A test run is a collection of classes that contain test methods Run a test run to execute the test methods in the classes 1 In the Developer Console click the Tests tab 2 Click New Run Classes with test methods are listed in the Select Tests window Select Tests x Test Classes Selected Test Classes Name Name HelloWorldTest TestStripe gt lt Filter test classes Select All Run 3 To filter classes type in the Filter box 4 Select classes and
83. ages won t be impacted 213 Help and Training Enhancements Help and Training Enhancements Videos Who Sees What This video series explains how you can control access and visibility to your organization s data Overview Organization Access Object Access Organization Wide Defaults Record Access via the Role Hierarchy Sharing Rules Field level security c o gt oS oS oS oo Letting Your Salesforce Administrator Access Your Account 1 42 minutes Making Your Reports Run Faster 3 13 minutes Removing Users Access to Salesforce 3 45 minutes Building a Simple Flow 3 29 minutes Getting the Most out of Chatter Feeds 2 31 minutes Entitlements Management Setup 2 46 minutes Idea Themes 3 30 minutes Tip Sheets and Implementation Guides Service Cloud Console Implementation Guide Planning questions and implementation tips to get the most from Service Cloud Console apps Developer Guides Integration Patterns and Practices When you implement Salesforce you frequently need to integrate it with other applications Although each integration scenario is unique there are common requirements and issues that developers must resolve This document describes strategies in the form of patterns for these common integration scenarios Each pattern describes the design and approach for a particular scenario rather than a specific implementation In this document you ll find A number of patterns that
84. ail Drafts in the online help To learn more about approval processes for email messages see Creating Approval Processes for Email Drafts in the online help Case Feed Enhancements Support for Chatter Answers in Case Feed Enabling Email Drafts in Case Feed Available in Enterprise Unlimited and Developer Editions To change support settings Manage Cases AND Customize Application Before enabling draft emails set up Email to Case and Case Feed Enabling draft emails gives support agents who use Case Feed the ability to write and save messages without having to send them immediately This option also makes it possible to implement approval processes so messages can be reviewed by supervisors or senior agents before they re sent to customers 1 Click Your Name gt Setup gt Customize gt Cases gt Support Settings 2 Click Edit 3 Select Enable Email Drafts 4 Click Save am Note Changes to fields other than To From CC BCC and Subject in the Email publisher aren t saved when a messages is saved as a draft We recommend removing any additional fields from the Email publisher if you plan to use draft emails Support for Chatter Answers in Case Feed Available in Enterprise Unlimited and Developer Editions In organizations with Chatter Answers enabled support agents can now use the Portal publisher in Case Feed to post replies to cases that have been escalated from question
85. aining Portal Enhancements You can now access the Salesforce Help and Training portal without having to log in http help salesforce com Sandbox and Developer Edition organizations have been upgraded to use the public Help and Training portal To contact Support view your cases or launch premier training courses log in to your production organization The login button is located in the upper right hand corner of the help portal The Help and Training portal provides a rich set of new resources and improvements including an updated look and a more intelligent knowledge base to get you to the right answers faster To view it click Help amp Training within Salesforce Access to the new Help and Training portal was previously limited to English French German Italian Japanese and Spanish users The new help portal is now also available to users in these languages Chinese Simplified Chinese Traditional Danish Dutch Finnish Korean Portuguese Russian Swedish Thai D O a G O a G O Ifyour help search results include Salesforce videos hosted on YouTube a separate tab displays them for your convenience The case collaboration feature allows you to add up to 20 individuals from your organization to a case you file with salesforce com Support to keep them up to date on the status of the case You and case collaborators can reply to the email to add comments to the case The Help and Training portal includes a new Q
86. all fields in a Salesforce record whose values are different from those in the matched Data com record or Flag fields with different values and a so auto fill blank fields You can set flag only or flag and auto fill preferences for entire records or field by field If you use Data com Premium you can also clean D amp B Company records that are linked to accounts and leads D amp B Company clean jobs automatically fill or overwrite field values on D amp B company records but do not change data on linked account or lead records Your preferences take effect when the next scheduled clean job runs and users will see the flags as appropriate when they clean records manually Note Converted leads are excluded from Leads clean jobs 1 Click Your Name gt Setup gt Data comAdministration gt Clean gt Preferences 2 Select the Enable Clean jobs checkbox for each object whose records you want to clean If you clear the Enable Clean jobs checkbox automated jobs will not run for objects of that type 3 For each object you ve enabled select your clean preference Flag all differences per record to only identify fields whose values are different from Data com values 111 Data com Clean Data com Clean Administrator Features and Enhancements Flag differences and auto fill blank fields to identify fields whose values are different and fiX blank fields with values from Data com e Customize settings field by field 4 Ifyo
87. alueOf to perform the String conversion of its object argument If the argument to convert is a built in type with a toString method or a user defined type with an overridden toString method the toString method is called Otherwise System debug and String valueOf compute 183 Developer Console Enhancements Apex Code Enhancements a String representation of the argument Previously System debug and String valueOf always wrote or returned the argument s String representation and didn t call toString even when available on the argument object This example illustrates the new behavior of System debug It calls String valueOf and System debug on a type which invokes the Type toString method Type t List lt Integer gt class Converts to String using the Type toString method String s String valueOf t Returns LIST lt Integer gt It used to return Type aot LIST lt Integer gt System assertEquals LIST lt Integer gt s System debug use the Type toString method II to Comvert the yoe to a Seimo Writes LIST lt Integer gt to the debug output System debug t This example shows how the overridden toString method of a user defined class gets invoked by String valueOf and System debug The class with the overridden toString method is listed first followed by a code snippet that calls String valueOf and System debug public class PairNumbers Integer x y public PairNumbers Integ
88. ancements eessessesseesseeseesseesseeseesseesseessesseesseesseesseeseesseesseeseeeseesseessesseeeseesse 214 About the Release Notes About the Release Notes The Release Notes are a comprehensive user guide for the latest release of Salesforce Unlike a traditional release notes document that includes only a simple list of enhancements the Salesforce Release Notes give you everything you need to get up and running with the new features and enhancements in the latest release What s Included in the Release Notes For every new major enhancement the Release Notes provide A brief high level description of the functionality Implementation tips to help you get started with setup and administration Best practices to help you maximize the benefit Complete end to end instructions Beyond the major new features the Additional Enhancements sections include a list and brief description of every other enhancement or functional change included in the latest release everything from email to new report types to security and packaging Let the Release Notes be your guide to success with the latest release from salesforce com Your Feedback Matters We know how important the Release Notes online help and documentation are to your company s success with Salesforce To continually improve the content we deliver to you we want to know what works and what doesn t Let us know Feedback forms Every HTML documentation page both in
89. ancements Visualforce Charting Generally Available Id actualTemplateId chooser getDefaultEmailTemplatelId c Id EmailTemplate expectedTemplate SELECT id FROM EmailTemplate WHERE DeveloperName LX1150 template Id expectedTemplateId expectedTemplate Id System assertEquals actualTemplatelId expectedTemplateld Change the case properties to match a different templat c Subject My LX1220 is overheating Database update c Make sure the correct template is chosen in this case actualTemplateId chooser getDefaultEmailTemplatelId c Id xpectedTemplate SELECT id FROM EmailTemplate WHERE DeveloperName LX1220 template xpectedTemplateId expectedTemplate Id System assertEquals actualTemplatelId expectedTemplateld Parameterized Interfaces No Longer Supported Parameterized interfaces are not supported in Apex saved using Salesforce com API version 26 0 and later Visualforce Charting Generally Available Available in Group Professional Enterprise Unlimited and Developer Editions Custom controllers and standard controller extensions are not supported in Group or Professional Editions To create edit and set version settings for Visualforce pages Customize Application To edit custom Visualforce controllers or Apex Author Apex Visualforce charting is now Generally Available In addition to being available to all Visualforce customers char
90. and lead details in the new Salesforce Side Panel This side panel displays up to a total of four contacts and leads from the From To and Cc fields in your users emails In addition your users can See up to a total of four open and past activities and opportunities related to the contacts and leads that appear in the side panel Manually add emails to either one contact and one account or opportunity or one lead only 48 Salesforce for Outlook Enhancements Viewing Your Salesforce World in Microsoft Outlook Beta See whether Salesforce encounters duplicate contacts or leads and choose the most appropriate ones to display in the side panel Search for additional contacts leads accounts and opportunities Use the blue text links to view details directly in Salesforce 3 9 Inbox Microsoft Outlook ofS File Home Send Receive Folder View Add Ins a Q i fad Shlgnore x AO e E Meeting Aj Move to 2 To Manager Aj Move 3yUnread Read Find a Contact 4 X5 Clean Up e a v 33 Team E mail oa Done GBrules Fe Categorize Gy Address Book New New Delete Reply Reply Forward E mail Rems Junk gt asia By Morey G Reply Delete 5 Create New Qllonenote W Followup Y Filter E mail New Delete Respond Quick Steps a Move Tags Find P p 4 christina_will expressiandt com Search Inbox Ctri E Inbox Arrange By Date Newest on top QA Drafts
91. appears 2 Hover over to display Chatter options and make a selection Forecasts Enhancements Create Forecasting Custom Report Types Create Forecasting Custom Report Types Available in Professional Enterprise Unlimited and Developer Editions To create or update custom report types Manage Custom Report Types To delete custom report types Modify All Data Note This information applies to the Forecasts product beginning with the Winter 12 release and not to Customizable Forecasts You must enable Forecasts to create a forecasting custom report type et i You asked for it These enhancements are from the IdeaExchange Forecast Quota Reporting Improved Forecasts Reports and Reporting on All Objects Administrators can now create forecasting custom report types for their users with Analytics for Collaborative Forecasts A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects Reports display only records that meet the criteria defined in the report type Use this table to understand the report types that you can create for users Forecasting Items Viewing information about forecasting line items including adjustment amount information As a best practice use all default fields in the report type including the following Owner Only Amount The sum of all of a person s opportunities without adjustment
92. are going well February 24 2012 Best Answer 0 8 John Cirrus t X We are glad that you are not seeing any issues with IE8 We will be Supporting IES once we go through our Winter Release February 24 2012 BestAnswer gO amp 86 Additional Service Enhancements New Limits for Chatter Answers Questions and Replies New Limits for Chatter Answers Questions and Replies Available in Enterprise and Unlimited Editions In Winter 13 the maximum number of characters users can type in questions and replies has increased When you select the Optimize Question Flow permission on the Chatter Answers Settings page questions can be up to 32 000 characters in length Public replies also increase to 32 000 characters and private replies increase to 4 000 characters Without Optimize Question Flow enabled questions and all replies can be up to 1 000 characters in length New Behavior for Customer Portal Email Notifications When No Change Owner to Portal User Template is Selected In Winter 13 we ve improved the behavior of change owner email notifications sent from portals that don t have Change Owner to Portal User Template ora default template set When a portal user changes the owner of a record to another portal user whose profile is associated with multiple portals the email notification sent to the user includes a link to the portal in which the change of ownership occurred In previous releases the link pointed to the oldest lo
93. as been freezing after she downloads movies Jrrower customer Log a Call Write Case Note Change Status More E E S o Email EJ Select a Template Reopen Case X From support ww com lt support ww com gt v W Following To cwhite globalmedia com gq Followers Show Al 1 adic g A Bee E amp Custom Links Subject RE Unit freezes after downloads Google Write an email to the customer Attach File Send Email ances 3 All Updates v u Sort by Post Date v V AllUpdates s Emails d an article to this case Status Changes hY IS my VX6 freezing t Like July 11 2012 at 10 46 AM Call Logs a Case Notes lips Portal Answers d Status from Escalated to New t Like March 20 2012 at 4 12 PM Tasks and Events For more information see Creating and Editing Feed Layouts in Case Feed in the online help In addition you can now rename the Case Feed publishers and feed filters so they match the terms your company uses For example if your company refers to customers as guests you might rename the Answer Customer publisher Answer Guest For more information see Renaming Publishers and Feed Filters in Case Feed in the online help Custom Publishers in Case Feed Available in Enterprise Unlimited and Developer Editions Publishers in Case Feed let support agents perform tasks like emailing customers writing case notes and changing the status of a case Using Visualforce
94. asily remember it Default Keyboard Shortcuts for a Service Cloud Console Available in Enterprise Unlimited and Developer Editions with the Service Cloud After an administrator enables keyboard shortcuts for a Service Cloud console the following shortcuts display automatically and are available for customizing Focus keyboard shortcuts on Activates keyboard shortcuts in a browser displaying a Service ESC the console Cloud console Go to the navigation tab Selects the navigation tab V Go to tab details Selects details on a tab SHIFT S Go to the primary tabs Selects the row of primary tabs P Go to the subtabs Selects the row of subtabs on a primary tab S Go to list view Selects the list view N 78 Service Cloud Console Automatically Saved User Sessions for the Service Cloud Console Go to the first list view item Selects the first item on the list view SHIFT F Go to header search box Moves the cursor to the header search box R Move left Moves the cursor left LEFT ARROW Move right Moves the cursor right RIGHT ARROW Move up Moves the cursor up UP ARROW Move down Moves the cursor down DOWN ARROW Open drop down button on Opens the drop down button on tabs to select more actions D tabs Open tab Opens a new tab Close tab Closes a selected tab Enter Activates a command Edit Switch from detail to edit page Automatically Saved User Sessions for the Service Cloud Console Available in Enterprise Unl
95. ast three email notifications over 30 days To keep a sandbox active and avoid email notifications log in periodically Full Sandbox Configuration Available in Enterprise Unlimited and Database com Editions In Winter 13 new settings encourage you to further reduce the amount of data you copy when creating or refreshing a full sandbox Using the minimum selections speeds up your sandbox copy The Opportunity History option allows you to select the number of days of opportunity history from your production organization to copy to your sandbox You can copy from 0 to 180 days in 30 day increments The default value is 0 days The default values for the Object History and Case History options are changed from 30 days to 0 days Updates to Platform Portal User Licenses The Platform Portal User Licenses table has been updated to reflect the current permissions that can be given to a Platform portal user Users with this license have read and create access on ideas and questions and answers and read only access to documents knowledge price books and products This table lists the permissions that can be given to Platform portal users Documents Ideas Knowledge Price Books 212 Additional Force com Enhancements Portal Users Not in Developer and Configuration Sandboxes Products Questions and Answers Portal Users Not in Developer and Configuration Sandboxes Available in Enterprise Unlimited and Database com
96. at implements it global interface Vehicle Long getMaxSpeed String getType public class Car implements Vehicle Implement global interface methods in public Vi methods public Long getMaxSpeed return 100 public String getType return Sedan This second example shows that global methods can be overridden as public methods in the class extension The base class is listed first followed by the class that extends it global virtual class MyBaseClass global virtual String getMessage return Hello from MyClass public class MyExtension extends MyBaseClass Override the getMessage method from MyBaseClass public override String getMessage return Overriding the returned message New Type toString Method The toString method has been added to the Type class This method returns the type name as a String Other Apex methods such as String valueOf and System debug call this method to convert their Type argument into a String This example calls toString on the Type corresponding to a list of Integers Type t List lt Integer gt class Sieiestinvey a Eo COSTELHA System assertEquals LIST lt Integer gt s String valueOf and System debug Use toString for Argument String Conversion String valueOf now performs String conversion for its object argument using the toString method on the argument if available And the same is true for System debug since it calls String v
97. ate based on a case s origin subject or other criteria Before you can enable default email templates you need to create text HTML or Visualforce templates and create an Apex class that contains template selection logic This class must implement the new Support EmailTemplateSelector interface For more information on enabling and configuring default templates see Enabling Default Email Templates in Case Feed in the online help Updated Look for Case Feed The Case Feed page has an updated look with redesigned buttons and a cleaner more streamlined feel Customer case 00001004 Created Date 11 15 2011 2 03 PM Status New Carole White i Priority Medium Unit freezes after downloads Global Media Case Owner Karen Williams 415 555 1212 Customers VX6 unit has been freezing after she downloads movies Er Answer Customer Email v E9 Select a Template Reopen Case X Log a Call Write an email to the customer af Following Write Case Note f7 7 pean Send Email Followers Show All 1 Change Status A View Case Details Articles Custom Links All Updates for this case Sort by PostOatey Googie es A Karen Williams All Updates attached an article to this case Li Why is my VX6 freezing Emails Comment Like July 11 2012 at 10 46 AM Status Changes Joe Philips Call Logs changed Status from Escalated to New Comment Like March 20 2012 at 4 12 PM Case Notes 65 Case Feed Enhancements N
98. ave A Work com login dialog appears Enter your Work com username and password which are separate from your Salesforce credentials If you haven t yet created a Work com account you can sign up for an account on the Work com login page After successfully logging into your Work com account you ll be asked to approve the connection between Salesforce and Work com 4 Click Approve wh To disable Work com features click Name gt Setup gt Customize gt Work com gt Work com Thanks and deselect Enable Users will no longer see the Thanks action in the Chatter publisher However previously created Thanks posts will not be deleted and might still be visible where they were posted Creating a Thanks Post in Chatter If Work com has been enabled for your organization you ll see a Thanks button in the Chatter publisher To create a Thanks post that recognizes a colleague for work well done 1 Click Thanks in the Chatter publisher A drop down form appears in which you can enter various items needed for the post mm Note The first time you click Thanks you ll be required to log in to Work com Your Work com username and password are separate from your login credentials for Salesforce If you don t have a Work com account you can sign up for one from this login screen After logging in to Work com you ll be asked to approve the connection between Salesforce and Work com Click Approve to complete this process This enables the Thanks
99. ble app is enabled for all users in your organization If you disable this option users can still install the app but they re unable to use it to log in to their Salesforce accounts 3 Use Enable the Salesforce Touch mobile browser app to control access to Salesforce Touch from mobile browsers By default the mobile browser app is disabled for all users in your organization If you enable this option users who log in to Salesforce from the Safari on iPad web browser are automatically redirected to Salesforce Touch Note If users prefer to access the full Salesforce site from Safari instead they can turn off the mobile browser app redirection for themselves either from the app or from the full site by deselecting the Touch User checkbox at Your Name gt Setup gt My Personal Information gt Personal Information i Alternately you can use the Web Services API to quickly turn automatic redirection to the mobile browser app off or on for users When the mobile browser version of Salesforce Touch is enabled the UserPreferencesOptOutOfTouch field is added to the User object By default this field is set to fal se which turns on automatic access to the mobile browser app for all user records Change this field to true to turn the redirection off for desired users See the User section in the Web Services API Developer s Guide for more information 4 Click Save 94 Mobile Salesforce Touch If you enable both the d
100. bled this field can also contain the ID of the event s Who or What Shared Activities for Events The EventRelation object includes the following fields AccountId is the Account ID of the relation e IsInvitee indicates whether the relation is an invitee e IsParent indicates whether the relation is a Who What e IsWhat indicates whether the relation is the Who or the What Note AccountId IsParent and IswWhat are visible when Shared Activities is enabled IsInvitee is visible when Shared Activities is enabled or is in the process of being enabled or disabled Child Events You can update only the IsReminderSet and ReminderDateT ime fields of a child event You can query and delete a child event You can t create an EventRelation object for a child event The Event Id field of an EventRelation object always points to the master record An invitee on an event can query the EventRelation object to view the master record Adding Removing Updating You can add or remove invitees and update invitee status through the API To create an Invitees invitee e IfShared Activities is not enabled create an EventRelation object for the invitee If Shared Activities is being enabled or rolled back or is enabled and the invitee is already a Who update IsInvitee to true Ifthe invitee is not already a Who create an EventRelation object for the invitee with IsInvitee set to true IsInvitee is defaulted to t rue during enablement and rollba
101. callly It then queries for all sObjects and updates their owner ID fields to the new owner ID public class MyDynamicSolution future public static void updateOwner List lt ID gt objIds ID newOwnerlId Validate input System assert objIds null System assert objIds size gt 0 System assert newOwnerlId null Get the sObject token from the first ID the List contains IDs of sObjects of the same type Schema SObjectType token objIds 0 getSObjectType Using the token do a describe and construct a query dynamically Schema DescribeSObjectResult dr token getDescribe String queryString SELECT ownerId FROM dr getName WHERE Or 10D Goje s GCloqlcls 178 Developer Console Enhancements Apex Code Enhancements GpblereySieresuoe m Vic VY a gt obie ae Y OR Ve Remove the last OR queryString queryString subString 0 queryString length 4 sObject objDBList Database query queryString System assert objDBList size gt 0 Update the owner ID on the sObjects for Integer i 0 i lt objDBList size itt objJDBList i put ownerId newOwnerld Database SaveResult srList Database update objDBList false for Database SaveResult sr srList iit Se isSuecess N 1 System debug Updated owner ID successfully for dr getName ID sr getId else System debug Updating dr getName ret
102. cements in Winter 13 For detailed information on these enhancements refer to the Force com Apex Code Developer s Guide Non Primitive Types in Map Keys and Sets You can now add map keys of a non primitive data type Map keys can be sObjects collections user defined types and built in Apex types Previously map keys could only be primitive types Similarly sets can now contain elements of any data type This provides you with more choice for what kind of data you can store in your collections For non primitive types in map keys and sets except for user defined types Apex determines the uniqueness of two map keys or set elements based on the field values For user defined types you should provide implementations for the equals and hashCode methods Apex uses these methods to compare the instances of your classes Using Custom Types in Map Keys and Sets When using a custom type your Apex class for the map key or set elements provide equals and hashCode methods in your class Apex uses these two methods to determine equality and uniqueness of keys for your objects Adding equals and hashCode Methods to Your Class To ensure that map keys of your custom type are compared correctly and their uniqueness can be determined consistently provide an implementation of the following two methods in your class The equals method with this signature public Boolean equals Object obj Your implementation Keep in mind the followin
103. ch those available when adding links in content blocks to provide a more consistent look and feel You can also specify where to open the linked item such as in a new browser window or in a popup window See Displaying Data Using Data Elements in the online help New Status Column Available for purchase in Enterprise and Unlimited Editions Available with limitations in Developer Edition We ve added a Status column to the Site com site list page that shows you what state your site is in In Development The site has never been published Published The site has been published at least once Nested Templates Renamed Child Templates Available for purchase in Enterprise and Unlimited Editions Available with limitations in Developer Edition When you create a page template from another page template the derived template inherits the characteristics of its parent Therefore in the interest of clearer and more user friendly terminology nested templates are now child templates When working with page templates the Create Nested Template menu option is now Create Child Template 129 Site com Repeaters and Repeater Elements Renamed Repeaters and Repeater Elements Renamed Available for purchase in Enterprise and Unlimited Editions Available with limitations in Developer Edition In Winter 13 Repeater Elements and Repeaters in the Page Elements pane are now called Data Eleme
104. ck and when Shared Activities is enabled if IsInvitee IsParent and IsWhat are not set This ensures compatibility for code written prior to enabling Shared Activities when EventRelation represents event attendees only 59 Additional Sales Enhancements Label Change for Upload New Document Page ADDITIONAL SALES ENHANCEMENTS Label Change for Upload New Document Page To upload new documents Create on documents On the Upload New Document page we ve changed the Internal Use Only checkbox to Indicate Document is Internal for clarity New Behavior for Partner Portal Email Notifications When NoChange Owner to Portal User Template is Selected In Winter 13 we ve improved the behavior of change owner email notifications sent from portals that don t have Change Owner to Portal User Template ora default template set When a portal user changes the owner of a record to another portal user whose profile is associated with multiple portals the email notification sent to the user includes a link to the portal in which the change of ownership occurred In previous releases the link pointed to the oldest login enabled portal that the user was a member of SERVICE CASE FEED ENHANCEMENTS New Customization Options in Case Feed Available in Enterprise Unlimited and Developer Editions Winter 13 gives you more control over the fields and information you include on feed layouts in Case Feed 1 Choose whether the publisher m
105. ck Add 2 Enter the member s name in the User column If the partner portal is enabled choose whether the member is a Partner User or User and then enter the member s name om Note When you add an opportunity team member the member is automatically granted read access to the associated account 3 Select an opportunity team role for the member 4 Select the opportunity access for the member The access level can t be less than your organization s default opportunity sharing access 5 Specify values for any custom fields that your administrator has created for opportunity teams Important If your administrator has defined custom fields but not added them to the Add Opportunity Team Members page you can t see them when you add a new team member See Working with Custom Fields for Opportunity Teams in the online help 6 Click Save a gt Tip Run the Opportunities with Opportunity Teams report to list the opportunity team members for the opportunities a owned by you or users below you in the role hierarchy The report also shows information about the opportunities you own and opportunity teams to which you belong SALESFORCE FOR OUTLOOK ENHANCEMENTS Boosting Productivity with Salesforce for Outlook For Winter 13 Salesforce for Outlook includes new features that help your users boost their productivity and improve their overall experience syncing items with and adding emails to Salesforce 47 Salesforc
106. click Add and Remove to move them between the Available Fields list and the Selected Fields list To determine field order in the layout select fields and click Up Down Top or Bottom 3 Click Save 42 Opportunity Teams Enhancements Customizing Opportunity Teams OPPORTUNITY TEAMS ENHANCEMENTS Customizing Opportunity Teams Available in Enterprise Unlimited and Developer Editions To enable team selling Customize Application To create or change custom fields Customize Application To define or change field validation rules Customize Application To define Apex triggers Author Apex To set up team roles Customize Application To add a custom button or link Customize Application To edit page layouts Customize Application i You asked for it This enhancement helps address the following ideas on the IdeaExchange Enable opportunity team automatic notifications Modify visibility of Opportunity Team related list buttons Make opportunity team member fields visible Email opportunity team members Track time spent by an opportunity team on an opportunity Alert opportunity team members when added Make opportunity team fields available in custom report types Make primary campaign source field visable for opportunity team report Generate an opportunity history with opportunity team report Include opportunity team in backup Opportunity team selling allows
107. cluding feed improvements using new components and an issue that prevented adding an mention after a topic In organizations that allow Chatter Desktop standard installations Chatter Desktop prompts current users to install the updated version You can also install the updated version from Your Name gt Setup gt Desktop Integration gt Chatter Desktop In organizations that use the Chatter Desktop managed installer only system administrators can upgrade users to the new version Preview Links Available in Group Professional Enterprise Unlimited Contact Manager and Developer Editions Starting with Winter 13 you can preview several other links in your feed in addition to videos from the YouTube community These rich media previews are powered by Embed ly a third party service Currently we support preview links for the following domains YouTube Vimeo Mashable Techcrunch NYTimes ReadWriteWeb SoundCloud We don t share any content user organization or account data with Embed ly We only share the URLs that are on the domain whitelist which are currently the seven domains mentioned above Additionally all of our URL requests pass through a Salesforce proxy meaning Embed ly never receives calls directly from the client and therefore doesn t have information about who s making the URL request Sharing a Preview Link 1 Above your feed click Link 2 Type a link URL to one of the supported doma
108. ct in Apex The Connect in Apex documentation is available in the Chatter REST API Developer s Guide a Note Connect in Apex is currently available through a pilot program For information on enabling Connect in Apex please contact your salesforce com representative New ID getSObjectType Method The new getSObject Type method on the ID type enables you to obtain the sObject token that corresponds to the sObject of the ID This is particularly helpful when you don t have access to the sObject itself for example in future methods that don t accept sObject types as their parameters and therefore you can t call get SObject Type on the sObject Also with this new method you don t have to perform a global describe call to obtain an sObject token for a specific sObject name You can simply call getSObjectType on the ID In this way you also avoid reaching the describe governor limits This sample shows how to use the get SObject Type method to obtain an sObject token from an ID The updateOwner method in this sample accepts a list of IDs of the sObjects to update the ownerld field of This list contains IDs of sObjects of the same type The second parameter is the new owner ID Note that since it is a future method it doesn t accept sObject types as parameters this is why it accepts IDs of sObjects This method gets the sObject token from the first ID in the list then does a describe to obtain the object name and constructs a query dynami
109. d s components Other limitations of this geolocation beta release include e History tracking is not available for geolocation fields Geolocation fields are not supported in custom settings Geolocation fields are not available in reports dashboards validation rules Visual Workflow or workflow and approvals Geolocation fields cannot be searched Geolocation fields are not available in Schema Builder DISTANCE and GEOLOCATION formula functions are available only when creating formula fields and in Visual Workflow Geolocation is supported in Apex only through SOQL queries and only at the component level Creating a Geolocation Custom Field 1 Click Your Name gt Setup gt Create gt Objects and select one of the custom objects in the list 2 In Custom Fields amp Relationships click New 3 Choose Geolocation and click Next 131 Organization Wide Permission Sets Organization Wide Permission Sets Overview 4 Enter the Geolocation field attributes including Latitude and Longitude Display Notation which determines how the notation appears in the Salesforce interface Degrees Minutes Seconds A notation for angular measurement that is based on the number 60 there are 360 degrees to a circle 60 minutes to a degree and 60 seconds to a minute Decimal Expresses the value as degrees and converts the minutes and seconds to a decimal fraction of the degree Decimal notation does not use cardinal points No
110. d Professional Editions Data com Clean available for an additional cost in Unlimited Edition Organizations that use a sharing model may want to allow Data com users to add duplicate account contact or lead records to Salesforce There are several things to keep in mind when setting your duplicate preferences 106 Data com Data com User Enhancements Records are considered duplicates when they have the same Data com ID number in the Data com Key field Duplicates can only be allowed by object for the entire organization not for individual users If however you want to prevent a user from being able to add duplicates you can create a trigger Records that have already been added to Salesforce by any Data com user are marked with an icon in the search results and can be re added by any Data com user When a record is added as a duplicate it will not be counted against the user s monthly record addition limit Adding a record only counts against a user s monthly addition limit the first time it s added to Salesforce To set up your duplicate preferences follow these steps 1 Click Your Name gt Setup gt Data com Administration gt Preferences 2 In the Duplicate Preferences section of the page select which objects you want to allow duplicates for accounts contacts or leads Data com User Enhancements Data com offers lots of enhancements for users in Winter 13 Expanded international data off
111. d line number at which the test failed 10 Select a Class in a Tests view to see the code coverage for each method invoked by the class in the Class Code Coverage pane Logs HeapDumps Repository Tests Query Editor a Status TestRun Duration Failures Total Overall Code Coverage x Sj 2012 08 02 12 48 36 jbleyle 180 de 3 6 Class Percent x 3 TestStripe 2 5 Overall 57 a E testStripe 0 01 DynamicActionsHandler 0 d x E testStripeCharge 0 00 Fridge o EE e S v a oes s pax a HelloWorldTest 0 x 8 HelloWorldTest 1 1 KitchenUtility 0 New Run Copy Run Run All Abort Collpase All Expand All MessageMaker 0 2012 08 02 12 48 36 jbleyle 180 de Class Method Duration Result Errors Class Code Coverage TestStripe testStripe 0 01 Skip Methods defined as TestMethod do Class Percent TestStripe testStripeCharge 0 00 Skip Methods defined as TestMethod do Stripe 6 TestStripe testStripeCustomer 0 00 Pass StripeCardResponseModel 100 TestStripe testStripelnvoice 0 00 Pass StripeCharge 11 TestStripe testStripePlan 0 00 Pass StripeErrorModel 100 HelloWorldTest validateHelloWorld 0 02 Fail System AssertException Assertion stripeGetResponseValues 0 StripeResponseModel 100 lt m 149 Developer Console Enhancements Tests Tool Checking Code Coverage To deploy Apex code to a production organization 75 of the code must be covered by tests Code coverage is the percentage of code covered by tests
112. d nela hoa faie Ie gt lt link rel stylesheet type text css href URLFOR Resource BrowserCompatibility css ie7 styles css gt lt endif gt lt head gt lt body gt lt hl gt Browser Compatibility lt h1 gt lt p gt It s not just a job It s an adventure lt p gt lt body gt lt apex page gt Visualforce doesn t support or evaluate Visualforce tags for example lt apex includeScript gt within standard HTML comments However it will evaluate the following expressions within IE conditional comments e Global variables such as SResource and User The URLFOR function See Microsoft s documentation for Internet Explorer conditional comments for further details of how to use them Migrating from Escaped Comments Versions of Visualforce prior to Winter 13 allowed in certain limited contexts for conditional comments to be passed through to the browser when the comments were encoded using escaped lt and gt characters for the comment delimiters This wasn t intended behavior and has been corrected On pages that use API version 26 0 or later escaped comments render literally on the page The solution is to change these pages to use syntactically valid IE conditional comments Existing pages that use this unintended feature will in most cases continue to work in Winter 13 as long as the page is set to API version 25 0 or below Customers who made use of this tech
113. d to a data category group 4 Inthe Default Data Category column use the drop down to list assign a data category should the information not map as defined 5 Click Add Beta limitation Pre filtering articles based on case information is only supported in text and picklist fields 84 Additional Service Enhancements Universal Knowledge Sunlight Search Pilot Universal Knowledge Sunlight Search Pilot In Winter 13 a redesign of the Salesforce Knowledge Article tab is available in pilot The new tab displays all your Salesforce Knowledge articles and any external data sources such as Microsoft SharePoint This new Knowledge tab uses federated search to search all these resources at once then you can filter article results according to language and data category To participate in the pilot program contact your salesforce com representative ADDITIONAL SERVICE ENHANCEMENTS Service Cloud Console Integration Toolkit Multiple Domains The Service Cloud console is designed for users in fast paced environments who need to find update and create records in Salesforce quickly The Service Cloud Console Integration Toolkit is a user interface API that provides advanced administrators and developers with programmatic access to the console so that they can extend it to meet your business needs For example developers can use the toolkit to open and close tabs in the console to streamline a business process Previously the toolkit
114. direction set to any of the following directions Outlook to salesforce com Salesforce com to Outlook or Sync both ways Your users can now keep Outlook and Salesforce recurring events in sync with Salesforce for Outlook which supports the following recurrence patterns Daily Weekly Monthly Yearly After syncing recurring events to Salesforce your users can assign the recurrences to related records like contacts accounts opportunities and so on Syncing recurring events also helps your users maintain an accurate view of their availability when they create events and request meetings from their Salesforce calendars Considerations for Enabling the Recurring Events Feature It s important that you understand the following details before you enable recurring events for your users When you enable recurring events you enable the feature for your entire organization You can however choose the Outlook configurations for which you want recurring events to sync After you enable this feature you can t disable it without help from the salesforce com Support team All Salesforce for Outlook users will need to upgrade to Salesforce for Outlook v2 0 or later Recurring events do not appear on the My Unresolved Items page Instead your users can go directly to the recurring events in their calendars to associate the recurring events with Salesforce records Your users Salesforce for Outlook configuration s
115. ditional Service Enhancements 2510238 ciscasciescdeviaatbsaclisiai ediass E E N Eaa aee ti iare itt 85 FNIVANV TICS cs vs sssicsatsvasnis ca satputsewescvewniniaious nhacwauenbsohsieususususubersasensusveussien pun vasebsesneusiaupabcneawawinasessnaeia busin 88 Exportable Joined Reportss c scsscrssiccocsconsveievtenerscsbeescaseuseventues evs onsvesovenavesnudes cnedesiesesdsussseuenvensbevgstoreestns cedtesonsuentendegassedevedeonsten 88 Joined Reports on Dashboardss i csicsissiscasacees ssvssnnvecansiyasoeanaassesivessatessndvedsesanosentues ed oxen one N quansaavensvabneeonevessoes 88 Scatter Charts on Dashboards ie vis scascsccitevessaescendendet sew tacdans senlevnasiavacuteees vad audbandiadvniad anidasdeas AOE 89 More Support for the Enhanced Reports Tab eccceessesesesesesesesceeessnseseeeesessssssssesesesescaesesesescesecavanasesesesanseteteesenaneeseeseaes 90 Noni i caviunaniaunceniannanunieawcaunuwunsa annus euuniwun cnasounuaueewonwe 91 Salesforce Toucher an ree ER E EEO OTE OT ENOO EE EET ET 91 Salesforce Mobile SD Raiiacaiedas diciiensnitinwensindd R N E N T N 98 Chatter for iPhone and iPad Version 2 4 Generally Available cssessssscececeseessesseseseseececeeceeesessesceanaeaeeeneeesesesesseseneaeae 99 Data cOM iscssssisscssssssssssssssscssssissosssssssossss soossss ssssssoissessssisoessssissossssissesssuisoossuisoossssissose iuis Gecckeaueee 101 Dataycom Product Suite OTe Weirin sn ai an aE E E EEO OOT OOE 101 B A E E E
116. e and the request failed Starting with Winter 13 we changed the behavior from taking only the scope of the most recent approval to combining the scope values from all matching approvals to issue the new access token If no prior approvals contained a refresh token the request still fails due to a lack of approved scopes OAuth 2 0 JWT Bearer Token Flow The OAuth 2 0 JWT bearer flow implementation now supports the HMAC SHA256 and RSA SHA256 algorithms The HMAC SHA256 uses the consumer s private key as the signing secret while RSA SHA256 uses an uploaded certificate Previously the JWT bearer token flow implementation used the certificate as the signing secret if one was uploaded or the consumer s private key otherwise 146 Schema Builder Enhancements Security Enhancements New Auth Provider Parameters You can now use two new parameters with authentication providers startURL and scope The startURL parameter directs your users to a specific location after authenticating The scope parameter requests access tokens with additional permissions For more information see Using Request Parameters with Client Configuration URLs in the online help Login Policy for My Domains Now Explicitly Configured The Login Policy for My Domains is now explicitly rather than implicitly configured Prior to Winter 13 if your organization had SAML enabled you were automatically asked to log in with SAML instead of with your user name and
117. e Salesforce Mobile SDK is an open source suite of developer technologies that simplify the development of mobile applications The Mobile SDK provides the following Native OAuth implementations for Android and iOS that work out of the box OAuth access token management including persistence and refresh capabilities App containers for building hybrid applications 98 Mobile Chatter for iPhone and iPad Version 2 4 Generally Available Using the Salesforce Mobile SDK you can create three types of mobile applications Native Native apps are coded using a mobile platform s native capabilities Typically these apps are more difficult to develop but they also offer the best performance In this workbook we show how to construct native applications for iOS and Android HTML5 HTMLS apps are built using HTMLS5 CSS and JavaScript These lightweight server side pages typically offer the most portability but don t have access to native platform features HTMLS apps aren t OS specific so the same app will run on an iOS Android Windows Mobile or other device Hybrid Hybrid apps use a JavaScript bridge in a native container to merge the portability of HIMLS with native device capabilities such as the camera or address book Because the Mobile SDK is new technology with many rapid changes expected over the coming year the most recent release notes can be found at http wiki developerforce com MobileSDK Chatter f
118. e Touch You must have access to the standard Sales app Chatter Free users Chatter Only users and Chatter customers aren t able to use Salesforce Touch Wireless Connection A Wi Fi or cellular network connection is required to communicate with Salesforce For the best performance we recommend using Wi Fi If you use Salesforce Touch on a 3G cellular network data rates may apply and you may incur roaming charges while traveling Offline use of Salesforce Touch isn t currently supported 93 Mobile Salesforce Touch Language and Locale Salesforce Touch works with almost all of the Salesforce supported locales and the fully supported and end user languages The exception is right to left locales and languages including Arabic Hebrew and so forth which aren t currently supported Advanced currency management isn t currently supported Enabling Salesforce Touch To view Salesforce Touch settings View Setup and Configuration To modify Salesforce Touch settings Gustauize Appliciion Modify All Data To use the Web Services API API Enabled Manage Users To enable Salesforce Touch for your organization 1 Click Your Name gt Setup gt Mobile Administration gt Salesforce Touch gt Settings 2 Use Enable the Salesforce Touch downloadable app to control access to the Salesforce Touch app that users download and install on their mobile devices By default the downloada
119. e add email option appears in the Salesforce Side Panel I Side Panel Beta IV Add Email li I Create Case i To use this feature you must enable Email to Case 4 Select any other options that apply to your Outlook configuration 5 Click Save 6 Ifyou don t yet have a remote site configured for your organization create one now To do so click Your Name gt Setup gt Security Controls gt Remote Site Settings 7 Click New Remote Site 8 Add a remote site name Then add a remote site URL which is your organization s Salesforce URL Remote Site Edit Enter the URL for the remote site All s controls JavaScript OnClick commands in custom buttons Apex and AJAX proxy calls can access this Remote Site Edit Save Save amp New Cancel Remote Site Name Salesforce Side Panel Remote Site URL l https na1 salesforce com Disable Protocol Security OG Description Requirement for using the Salesforce Side Panel in Microsoft Outlook Active Vv Save Save amp New Cancel 9 Click Save 50 Salesforce for Outlook Enhancements Syncing Recurring Events Syncing Recurring Events You asked for it This enhancement is from an idea on the IdeaExchange Available in Professional Enterprise Unlimited and Developer Editions To sync recurring events between Outlook and Salesforce Recurring Events In addition Read and Edit on events and event sync
120. e for Outlook Enhancements Viewing Your Salesforce World in Microsoft Outlook Beta Salesforce Side Panel View up to a total of four Salesforce contacts and leads in Viewing Your Salesforce World in a side panel that appears in Microsoft Outlook when Microsoft Outlook Beta users select an email Users can manually add emails to either one contact and one account or opportunity or one lead only Recurring Events Sync recurring events between Outlook and Salesforce Syncing Recurring Events Simplified Email Save time managing the My Unresolved Items page when Saving Time with Email Associations Associations Salesforce encounters unresolved email addresses from emails added to Salesforce Viewing Your Salesforce World in Microsoft Outlook Beta You asked for it This enhancement is from an idea on the IdeaExchange Available in Enterprise Unlimited and Developer Editions To display the Salesforce Side Panel in Outlook Side Panel To add Outlook emails to Salesforce Email to Salesforce AND Add Email To add email attachments to Salesforce Always save email attachments in your Email to Salesforce settings z Note Salesforce contact and lead details can now appear directly in Outlook with the new Salesforce Side Panel which is currently available as a beta feature in Salesforce for Outlook v2 0 and later When your users select emails in Outlook they can now view contact
121. e implementation of the Support EmailTemplateSelector interface The getDefaultEmailTemplateId method implementation retrieves the subject and description of the case corresponding to the specified case ID Next it selects an email template based on the case subject and returns the email template ID global class MyCaseTemplateChooser implements Support EmailTemplateSelector Empty constructor global MyCaseTemplateChooser The main interface method global ID getDefaultEmailTemplateId ID caseld Select the case we re interested in choosing any fields that are relevant to our decision Case c SELECT Subject Description FROM Case WHERE Id caseld EmailTemplate et ic Go sWo ect Comrasaims Yili YY 1 et SELECT id FROM EmailTemplate WHERE DeveloperName LX1150 template else if c subject contains LX 1220 et SELECT id FROM EmailTemplate WHERE DeveloperName LX1220 template Return the ID of the template selected return et id The following example tests the above code isTest private class MyCaseTemplateChooserTest static testMethod void testChooseTemplate MyCaseTemplateChooser chooser new MyCaseTemplateChooser Create a simulated case to test with Case c new Case c Subject I m having trouble with my LX 1150 Database insert c Make sure the proper template is chosen for this subject 190 Developer Console Enh
122. e the Source panel to navigate from System Log view back to Source Code view to edit or view your code 153 Developer Console Enhancements Perspectives in a System Log View 1 In the Developer Console click the Logs Tab and double click a debug log to open it in a System Log view 2 Click Perspective Perspective Name gt View Panels and select the panels you want to include in the perspective If you modify a perspective an is appended to the perspective name When you save the perspective the is removed 3 To create a new perspective click Save Perspective As and enter a name for the perspective Modifying Perspectives in a System Log View A perspective is a layout of panels in a System Log view in the Developer Console The default layout includes all panels To create layouts that let you work quickly and easily modify existing perspectives to include only the panels you need 1 In the Developer Console click the Logs Tab and double click a debug log to open it in a System Log view 2 Click Perspective Perspective Name gt View Panels and select the panels you want to include in the perspective If you modify a perspective an is appended to the perspective name When you save the perspective the is removed 3 Click Save Perspective You can also click in the System Log view and press CTRL S Windows or Command S Mac OS Switching Perspectives in a System Log View A perspective is a layout of panels in a S
123. e user s name If you enable both versions of Salesforce Touch users can access either option interchangeably Using Salesforce Touch To learn about using Salesforce Touch see the Salesforce Touch FAQ that s available from the Settings EJ icon in the app Differences from the Full Salesforce Site Salesforce Touch doesn t have all of the functionality of the full Salesforce site Currently the Salesforce Sales app is the only tabset that s available Users can work with their accounts contacts opportunities tasks and any custom tabs that are included in the Sales app and they can view any events that are accessible from Open Activities or Activity History related lists With a few exceptions all of the standard and custom fields for these objects are available Additionally users can see their Chatter data including People Groups and feeds Note Salesforce Touch uses user profiles and permission sets so users have access to the same tabs record types fields page layouts and object permissions that they do when working in the full site However any user interface customizations that your organization implemented programmatically for example using Visualforce JavaScript and so forth aren t accessible in this release Salesforce Touch has these limits when displaying data 95 Mobile Salesforce Touch Chatter Groups and People 15 records displayed initially expandable to 200 maximum Recent Items 15 r
124. e way questions and answers appear in the feed 70 Chatter Answers New Options to Customize Questions e The option to flag a post has been moved into the question or answer in the feed Previously you had to click More to select flagging options Click question titles to display a new view of the question with all of its related answers This replaces the option See Detail Use Like to show support for a question answer or knowledge article With Winter 13 Like replaces Useful in the feed Additionally in Open Questions you can now Like a post without having to Follow it You still receive email updates on a post when you Follow it You can now Unfollow questions that are selected as best answers after you ve followed them Previously there was no way to stop following those questions You ll stop receiving emails when you unfollow the post New Options to Customize Questions Available in Enterprise and Unlimited Editions To create or change custom buttons and links Customize Application To add custom page layouts Customize Application With Winter 13 administrators have more options to display a custom view of the Questions detail edit and list view pages Administrators can create custom page layouts and add buttons and links to Questions Use a Visualforce page that contains apex detail to override the default single item view for questions When you override the default page layout you ca
125. eHtml4 gt 0 unescapeCsv 0 unescapeXml 180 Developer Console Enhancements Apex Code Enhancements Determine what type of characters are in the String isAlpha isAlphanumeric isAlphanumericSpace isAlphaSpace isAsciiPrintable isNumeric isNumericSpace coco C o a O a isWhitespace Other utility methods getLevenshteinDistance isBlank isEmpty isNotBlank isNotEmpty normalizeSpace o a O a reverse For more information about these methods see the Force com Apex Code Developers Guide Loading Test Data from Static Resources Using the new Test loadData method you can populate data in your test methods without having to write many lines of code Simply add the data in a csv file create a static resource for this file and then call Test loadData within your test method by passing it the sObject type token and the static resource name For example for Account records and a static resource name of myResource make the following call List lt sObject gt ls Test loadData Account sObjectType myResource The Test loadData method returns a list of sObjects that correspond to each record inserted You must create the static resource prior to calling this method The static resource is a comma delimited file ending with a csv extension The file contains field names and values for the test records The first line of the file must contain the field names and subsequen
126. eam member and the parent For example to display opportunity team member information on the associated account detail page create a custom lookup relationship field for account on the opportunity team add it to the Opportunity Team Member multi line page and then set this field to the parent account for each opportunity team member View limits that apply to the opportunity team such as the maximum number of custom fields you can define Create custom report types for opportunity teams The opportunity team must always have a parent object and can t have any child objects For example an opportunity team member in a custom report type can be related to a parent account but a contact can t be related to a parent opportunity team member Disable team selling to remove default opportunity teams and existing teams on opportunities Opportunity Team Known Limitations Administrators can t define workflows for opportunity teams e Administrators can t create a look up from an object such as an account to an opportunity team member e Administrators can create a custom report type for an opportunity team but the opportunity team must always have a parent object and can t have any child objects For example an opportunity team member in a custom report type can be related to a parent account but a contact can t be related to a parent opportunity team member Opportunity Teams Enhancements Customizing Opportunity Teams e Admini
127. eate an organization wide permission set To create an organization wide permission set 1 Click Your Name gt Setup gt Manage Users gt Permission Sets 2 Click New 3 Enter a label API name and description 132 Organization Wide Permission Sets Organization Wide Permission Sets Overview 4 For User License select None 5 Click Save In the permission set overview page a permission set with no associated user license has a blank User License field Permission Set Warehousing App Q Find Settings Clone Delete Edit Properties Permission Set Overview Assigned Users Description Grants Create Read Edit and Delete access API Name Warehousing_App to all objects in the Warehousing app CreatedBy Jan Lange 6 26 2012 4 54 PM Last Modified By Jan Lange 6 26 2012 4 54 PM Showing Organization Wide Permission Sets in List Views Once you ve created multiple permission sets you might want to keep track of their user license assignments For a quick overview of user license assignments in permission sets create or edit a permission sets list view that includes the User License column Click Your Name gt Setup gt Manage Users gt Permission Sets 2 Click Create New View or select a view and click Edit Under Specify Filter Criteria specify the conditions that the list items must match w a22 Tip To show only organization wide permission sets that is permi
128. eate permission sets that are associated with those licenses Organization wide permission sets are a great solution in these situations As a best practice create packaged permission sets that grant access to the components in a package and not standard Salesforce components As in any organization organization wide permission sets respect the contract terms of any user license 134 User Sharing Pilot User Sharing Overview USER SHARING PILOT User Sharing Overview Available in Enterprise Unlimited and Developer Editions Winter 13 introduces Sharing capabilities to the user object enabling you to restrict or extend access to user records These new features are collectively referred to as User Sharing and they can t be used simultaneously with Chatter or the Communities pilot z Note User Sharing is available through a pilot program In Winter 13 user sharing can t be disabled after it is turned on For more information on enabling it for your organization contact salesforce com With User Sharing you can grant Read Write or Read Only access to user records A user record contains a user s details including his or her role and profile information This table explains what it means to have Read access on a user record User s name only You can t edit the record User s name and detail page You can also see the user in lookups list views ownership changes user operations and search Internal user
129. ecords displayed initially expandable to 100 maximum Related Lists 30 records displayed initially not expandable Search Results top 5 results per object displayed not expandable Tasks 15 records displayed initially expandable to 100 maximum Currently this release doesn t support Other standard apps and all custom apps Objects other than those mentioned in this section Person Accounts Standard list views and custom object lists A few record fields including division fields rich text area fields O territory management fields Some related lists and some related list fields Shared Activities for tasks or events Archived activities Dashboards Search on objects other than accounts contacts events opportunities tasks users and custom objects e Advanced currency management Programmatic customizations to the Salesforce interface including Custom buttons and links Web tabs and Visualforce tabs Visualforce components and S controls Note __ Unsupported fields and related lists include links to the full site where you can see the missing information Links to unsupported objects also take you to the full site In addition the Actions menu on a record detail pane allows you to switch to the full site so you can perform tasks not currently available in Salesforce Touch Salesforce com provides these links for your convenience but using the full site from Salesforce Touch
130. ect Be sure you re ready to accept these side effects before finalizing the deletion See Deleting Custom Objects in the online help and Managing Deleted Custom Objects in the online help Click on the custom object s icon oS Select Delete Object A dialog box displays that explains the side effects of deleting an object Read this information carefully w If you accept the conditions check Yes I want to delete the custom object Click Delete gt Deleting Custom Fields with Schema Builder Available in All Editions To delete custom fields in Schema Builder Customize Application You can now delete custom fields using Schema Builder Schema Builder displays a list of side effects when you try to delete a custom field Be sure you re ready to accept these side effects before finalizing the deletion See Managing Deleted Custom Fields in the online help 1 Right click on the custom field 2 Select Delete Field A dialog box displays that explains the side effects of deleting a custom field Read this information carefully 145 Schema Builder Enhancements More Custom Object Properties in Schema Builder 3 Ifyou accept the conditions check Yes I want to delete the custom field 4 Click Delete More Custom Object Properties in Schema Builder Two additional custom object properties can now be selected or deselected when working in Schema Builder Enable Divisions If your orga
131. ect Type reference to obtain the label for OpenActivity ActivityDate by specifying the label as follows lt apex outputLabel for taskDate value Date gt Scheduling Push Upgrades After you ve created a patch version of your package you can automatically deploy it to customers using a push upgrade a gt Tip Salesforce com strongly recommends following this sequence for pushing package upgrades 1 Push the upgrade to your own organizations so you can run tests and fix any bugs before upgrading subscribers 2 When you re ready and have coordinated with your customers on their change management process push to a small number of customer organizations Try sandbox organizations first if possible 3 Once youre comfortable with the initial results push to your wider customer base based on your agreements with each customer 206 Developer Console Enhancements Push Major Upgrade 4 Deprecate the previous version of your package in your main development organization Replace the version on AppExchange if necessary and update your Trialforce setup 5 Ifyour upgrade was a patch after you ve successfully distributed the upgrade to subscriber organizations reintegrate those changes into your main development organization For more information about combining patches into the main development organization see Working with Patch Versions in the ISVforce Guide For more information see Best Practices for Push Upgrades and
132. ed Organizations to add related organizations to the Hub Click Save amp Next On the next page optionally SE oS Edit the name of the organization Write a description for it Specify one or more tags separated by commas 7 Click Save ADDITIONAL FORCE COM ENHANCEMENTS Workflow Evaluation Criteria Usability Enhancements Available in Enterprise Unlimited Developer and Database com Editions Tasks Sites and Email Alerts are not available in Database com The process of configuring a workflow rule involves specifying evaluation criteria Many users found this area of the user interface confusing so we clarified the text in the field label and options We also reordered the options to present the simplest option first and the most complex option last am Note The default setting hasn t changed but it s now the last option in the list ae The evaluation criteria field now appears as follows created Evaluate the rule criteria each time a record is created If the rule criteria is met run the rule Ignore all updates to existing records With this option the rule never runs more than once per record 210 Additional Force com Enhancements Custom Object Truncation created and every time it s Evaluate the rule criteria each time a record is created or updated If the rule criteria edited is met run the rule With this option the rule repeatedly runs every time a record is edited as long as
133. eed add them to your list of selected feed filters 1 Click Your Name gt Setup gt Customize gt Cases gt Page Layouts 2 In Page Layouts for Case Feed Users click next to a layout and choose Edit feed view 3 In Feed and Filter Options move the items you want to include in the feed from the Available list to the Selected list Click Save Can Email Drafts and Approvals Draft emails let support agents save messages they write to customers without having to send them immediately and also make it possible for administrators to create approval processes for email messages For example agents can save messages as drafts so they can gather additional information or confirm troubleshooting steps before replying to a customer or can take breaks and log out of Salesforce without losing their work Approval processes determine how your organization handles draft email messages specifying for example which messages require approval and whether approvers are automatically assigned You can create customized approval processes based on your company s needs You might create an approval process to ensure that newer support agents can t send messages until they re reviewed by a supervisor or one that requires all messages related to sensitive issues such as financial transactions to be approved before they re sent For more information see Working with Draft Emails in the online help and Reviewing and Approving Em
134. ements Available in Unlimited Developer Enterprise and Database com Editions The Winter 13 release of the Force com IDE contains the following enhancements Support for Metadata API version 26 0 All documentation includes Winter 13 content The Force com IDE is available as a standalone application or as an Eclipse plug in To install the latest version of the Force com IDE standalone application or Eclipse plug in download an installer from wiki developerforce com page Force com_IDE Installation To upgrade to the latest version of the Force com IDE Eclipse plug in follow the directions at wiki developerforce com page Updating_ the Force com_IDE After you install the Winter 13 Force com IDE you can upgrade your projects To upgrade a Force com project 1 Right click a project and choose Force com gt Upgrade Project to open the Project Upgrade wizard REswre HUN LUCA MISTY I Force com gt Source gt PDE Tools gt Show in Salesforce Web Properties Alt Enter 2 On the first page of the wizard review the information and click Next to continue 3 On the second page of the wizard review the full details of what will be changed If you don t want to upgrade all of these components click Cancel Otherwise click Finish 4 On the final page of the wizard review your changes 5 Click Finish to retrieve the specified components Note Force com IDE releases prior
135. end this fake response by calling Test setMock in your test method For the first argument pass WebServiceMock class and for the second argument pass a new instance of your interface implementation of WebServiceMock as follows Test setMock WebServiceMock class new YourWebServiceMockImp1 After this point ifa Web service callout is invoked in test context the callout is not made and you receive the mock response specified in your doInvoke method implementation ym Note If the code that performs the callout is in a managed package you must call Test setMock from a test method in the same package with the same namespace to mock the callout att This is a full example that shows how to test a Web service callout The implementation of the WebServiceMock interface is listed first This example implements the doInvoke method which returns the response you specify In this case the response element of the auto generated class is created and assigned a value Next the response Map parameter is populated with this fake response This example is based on the WSDL listed in Understanding the Generated Code Import this WSDL and generate a class called docSamp1e before you save this class isTest global class WebServiceMockImpl implements WebServiceMock global void doInvoke Object stub Object request Map lt String Object gt response String endpoint String soapAction String requestName String responseNs String
136. ents To avoid this issue upgrade to API version 26 0 User Either of the following email You will lose event data when you integration applications e Relate multiple contacts to an event that you update in e Connect for Outlook Salesforce and Connect for Lotus Notes Sync these events from Salesforce to your email system This issue may occur because the two affected email integration applications aren t compatible with the Shared Activities feature To avoid this issue consider either upgrading to Salesforce for Outlook or not enabling the Shared Activities feature Enabling Shared Activities Available in All Editions except Database com To view activity settings View Setup and Configuration 8 P gu To customize activity settings Customize Application The process for enabling Shared Activities can take up to 48 hours depending on the volume of activities for your organization While you enable this feature your users can continue working with tasks and events 1 Goto Your Name gt Setup gt Customize gt Activities gt Activity Settings 57 Shared Activities Enhancements Activity Rollup to Accounts for Contacts 2 Select Allow Users to Relate Multiple Contacts to Tasks and Events 3 Click Submit 4 Add the Name related list to the task detail and event detail page layouts so users can see all contacts on an activity This is particularly important for Salesforce Mobile users Afte
137. ents Added a list of new features available after mid October 2012 2012 September 13 Geolocation Custom Field Beta Added the Geolocation custom field beta announcement 2012 Release Notes Changes September 12 Connected Applications Pilot Added the Connected Applications announcement 2012 September 12 Salesforce Touch Updated the process for enabling Salesforce Touch It s now 2012 automatically available to all organizations without first contacting Salesforce Customer Support but a Salesforce administrator must enable Salesforce Touch before users can access it Also the Salesforce Touch settings page has been slightly modified Removed references to Touch App When the downloadable version of Salesforce Touch is available we ll update these release notes September 12 Environment Hub Pilot Added editions table for Environment Hub 2012 September 12 Exportable Joined Reports Added edition availability for printable joined reports 2012 September 12 Starting a Batch Job from Another Added a section announcing a change for Apex batch jobs 2012 Batch Job September 12 Geolocation Custom Field Beta Updated geolocation field editions table 2012 September 12 Chatter and Salesforce Communities Added edition availability for Salesforce Communities and some 2012 Pilot Chatter features September 12 Percentage sizing for Added details for a minor new feature sizing Visualforce charts 2012 lt apex chart gt
138. enu appears in the left column or the center column on the Case Feed page 2 Customize the Email publisher by Selecting which header fields to include Selecting which email tools such as templates to make available to agents Enabling the rich text editor and optionally making it required when agents write email Specifying From addresses Making the body field collapsible Making the email header collapsible Replacing the standard Send Email button in the Email publisher with a custom button You can use any custom button you ve created for cases except those that have s controls as content sources 3 Customize the articles tool to give agents the option of attaching articles to email messages as PDFs and use the tool to replace the standard Salesforce Knowledge sidebar in the Service Cloud console 4 Choose which buttons lists and links to include on the Case Feed page and specify where on the page they appear 5 Choose where and how the feed filters list appears including making the list floating so that it moves down the page when agents scroll rather than remaining static 6 Choose the feed filters to include on the Case Feed page 61 Case Feed Enhancements Custom Publishers in Case Feed Customer case 00001004 Created Date 11 15 2011 2 03 PM Status New Carole White f Priority Medium Unit freezes after downloads Global Media Case Owner Karen Williams 415 555 1212 Customers VX6 unit h
139. eports Dashboards D amp B Company ps Salesforce com Inc Edit Layout Printable View Help for this Page lt Back to List Leads Accounts 1 D amp B Company Detail Delete Search Global Ultimate D U N S v Overview Company Description salesforce com knows the power of good customer relations The company offers hosted applications that manage customer information for sales marketing and customer support providing clients with a rapidly deployable alternative to buying and maintaining enterprise software salesforce com s applications are used by more than 100 000 clients for generating sales leads maintaining customer information and tracking customer interactions The company s applications can be accessed from PCs and mobile devices salesforce com s customers come from a variety of industries including financial services telecommunications manufacturing and entertainment Inactive v Primary Data Primary Business Salesforce com Inc URL www salesforce com Name Primary Address 1 Market Ste 300 Mailing Address San Francisco CA 94105 5188 United States Telephone Number 1 415 901 7000 Facsimile Number International Dialing 0001 Year Started Code Annual Sales Volume _1 657 139 000 Annual Sales Volume Indicator Local Currency Code U S Dollar Location Type Headquarters Parent Branches and or subsidiaries report to the business Ownership Type Public Out Of Business Not Out of Business
140. er 13 release Data com has enhanced its D amp B Companies offering to include leads In Summer 12 with Data com Corporate and Premium products you got D amp B fields on account records and with Premium when you added or cleaned a record you got a D amp B Company record if available linked to that record through its D amp B Company field With Winter 13 you get the same features and rich data for leads To set up D amp B Companies for leads make sure you follow the guidelines in the Salesforce help topics Implementing Data com and Implementing Data com Clean 116 D amp B Companies D amp B Companies Administrator Features and Enhancements D amp B Companies Overview Data com available in Contact Manager Developer Enterprise Group and Professional Editions Data com available for an additional cost in Unlimited Edition Data com Clean available in Developer Enterprise and Professional Editions Data com Clean available for an additional cost in Unlimited Edition Dun amp Bradstreet D amp B is the world s leading source of commercial information and insight on businesses enabling companies to Decide with Confidence for over 170 years D amp B s global database contains the world s largest source of business records and is backed by D amp B s proprietary DUNSRight quality assurance process ensuring you that company information is complete and accurate As part of Salesforce s Data c
141. er a Integer b x a y b public override String toString reeneiiicinn Y Y ae be ap UY de ay ae Ue PairNumbers p new PairNumbers 1 2 Converts to String using the Type toString method String s String valueOf p if Recweass il 2 It used to return PairNumbers x 1 y 2 System assertEquals 1 2 s System debug use the Type toString method to convert the type to a string Writes 1 2 to the debug output System debug p SOQL Polymorphism Available in Apex Developer Preview You can use SOQL Polymorphism in your SOQL queries in Apex This is typically done using the new TYPEOF clause For more details about SOQL Polymorphism see SOQL Polymorphism Developer Preview on page 163 184 Developer Console Enhancements Apex Code Enhancements JSON Support for Additional Built In Types JSON serialization and deserialization support has been added to additional built in Apex types These types are the return types of Database methods namely DeleteResult EmptyRecycleBinResult LeadConvertResult SaveResult UndeleteResult UpsertResult In addition to these supported types JSON continues to be supported as previously for sObjects standard objects and custom objects Apex primitive and collection types and instances of your Apex classes Code Coverage Percentage Details The code coverage percentage for a class or trigger displayed on the Apex Classes or the Apex
142. er information to identify an existing contact The flow then looks up the user entered info in the database If no matching contact is found the flow displays a screen whose sole purpose is to tell the user to go back and try again That screen shouldn t offer a Finish button to the user Resources for Getting Started with the Cloud Flow Designer Available in Enterprise Unlimited and Developer Editions When you open or create a flow in the Cloud Flow Designer you will see a collection of useful resources to help you build flows with confidence Videos Watch demos on how to get started with Visual Workflow Flow Sample Package Install an AppExchange package of sample flows including some that contain Apex plug ins The package also includes sample Apex classes you can plug into your flows Tutorials Follow simple step by step instructions in the Cloud Flow Designer Workbook to create sample flows from scratch Whenever you want to view this collection of resources from the Cloud Flow Designer click Get Started Additional Cloud Flow Designer Usability Enhancements Available in Enterprise Unlimited and Developer Editions You can now edit choices including dynamic choices from the Screen overlay Previously you could only edit choices from the Explorer 143 Visual Workflow Enhancements Merge Fields in Help Text and User Input Validation Messages When you select a choice field in the preview pane of the Screen
143. ers more accounts and contacts Use new Employee Revenue and Location filters to refine your search results Weve expanded the scope of the green dot which now identifies records you ve added exported or cleaned either manually or with automated clean jobs You can now exclude records you ve already exported or records already in Salesforce when you export Data com search results Selections you make from your Data com search results are now preserved across multiple pages Data com now uses the primary SIC NAICS and Data com Industry Category codes to determine the Industry field on account records The Industry field value on the account card is now the same Industry value that s on the account record IEfyou re prevented from adding Data com records to Salesforce you ll now get an error log that tells you which records couldn t be added and why not Ifyou use Data com Premium search D amp B records for Global Ultimate D U N S Number to see a list of accounts within an organization s corporate structure You can add those records to Salesforce Weve made several improvements to the reports in the Data com Reports AppExchange Package which make analyzing your data easier than ever You can now search Salesforce by D U N S Number Expanded International Data from D amp B In Winter 13 Data com continues to deliver more account and contact information from D amp B including expanded data for Aus
144. es to specify the scatter chart type for a dashboard component and to group the data again on the scatter chart Specify the field by which to group the data using groupingColumn For example lt groupingColum gt FieldName lt groupingColum gt Indicates whether to show true or hide false the Previous button on the screen at runtime When true the Previous button appears only if the user visited a previous screen in the flow path Set this to false when revisiting the previous screen would trigger an action that should not be repeated such as a credit card transaction Default true You can set either allowBack or allowFinish to false but not both Indicates whether to show true or hide false the Finish button on the screen at runtime When true the Finish button appears only if the screen element is the end of a flow path Set this to false if you need the user to go back to a previous screen to continue or complete the flow For example you wouldn t want to offer a Finish button on a screen that tells the user to go back and make corrections on a previous screen 166 Developer Console Enhancements API Enhancements Flow an existing fieldon helpText FlowScreen and FlowScreenField Flow an existing fieldon choiceReferences FlowScreenField Piw len existing fieldon dataType FlowScreenField Changed Changed Changed Flow an existing fieldon defaultSelectedChoiceReference Changed FlowSc
145. ettings don t indicate whether their Outlook configurations are set up to sync recurring events In Salesforce if your users delete all occurrences within a series but not the series itself Salesforce for Outlook generates an error message after it syncs to Outlook Your users can ignore this error message which clears during the next sync You can also learn about important although not critical details in Understanding Differences Between Outlook and Salesforce and Modifying Recurring Series 51 Salesforce for Outlook Enhancements Syncing Recurring Events Enabling the Recurring Events Feature 1 In Salesforce click Your Name gt Setup gt Desktop Administration gt Outlook Configurations 2 For your Outlook configuration click Edit 3 Under Advanced Settings select Recurring Events Advanced Settings Adding advanced settings allows you to change the default behavior of Salesforce for Outlook Add Advanced Setting amp After you enable the Recurring Events feature you cannot disable it Learn more about recurring events Save Cancel 4 Click Save Understanding Differences Between Outlook and Salesforce Recurring events work differently between Outlook and Salesforce Ranges of occurrences If your users recurrences include more than 100 occurrences Salesforce for Outlook creates the series with 100 occurrences in Salesforce After the dates of occurrences pass Salesforce for Outlo
146. evelopment Edition organizations or other organizations contact salesforce com 2m Note The Force com Canvas feature is currently available through a pilot program For information on enabling it for your organization contact salesforce com Any unreleased services or features referenced in this or other press 158 Developer Console Enhancements API Enhancements releases or public statements are not currently available and may not be delivered on time or at all Customers who purchase our services should make their purchase decisions based upon features that are currently available Force com Canvas enables you to easily integrate a third party application in Salesforce Force com Canvas is a set of tools and JavaScript APIs that you can use to expose an application as a canvas app This means you can take your new or existing applications and make them available to your users as part of their Salesforce experience Instead of redesigning and reintegrating your external applications you can now use these tools to integrate your technology within Force com Canvas Force com Canvas includes tools that handle Authentication If your application requires authorization you can implement it by using a signed request or OAuth 2 0 Cross Domain XHR JavaScript support for cross domain XML HTTP requests back to the Salesforce domain Context API support that enables you to retrieve context information about the environment in which
147. event Note Shared Activities now includes both tasks and events If you ve already enabled Shared Activities for tasks Shared Activities will be enabled automatically for events with Winter 13 a Users select contacts using the Select Contacts dialog box regardless of the number of contacts they relate to an event 55 Shared Activities Enhancements Shared Activities for Events Select Contacts x You can relate this event to as many as 10 contacts including a designated primary contact Tell me more Search Find Available 2 Selected 10 3 Edward Stamos Global Media Jack Rodgers Global Media 3 Carole White Global Media 3 Jon Amos Global Media 3 Liz D Cruz Global Media 3 Sean Forbes Global Media Add 3 Edna Frank Global Media Make L gt J 3 Rose Gonzalez Global Media Primary 4 3 Avi Green Global Media es Remove Jane Grey Global Media 3 Geoff Minor Global Media 3 Tom Ripley Global Media Shared Activities lets your users view Shared events on the event detail page when the user has access to at least one contact lead or related record Users can also view events if the user s role is above the activity owner s in your organization s hierarchy Keep in mind when users relate contacts to which other users have access those users can view the activity along with the names account names and titles of all the contacts related to the activity including the contacts to which th
148. ew Case Feed Methods in the Interaction API New Case Feed Methods in the Interaction API With Winter 13 the Interaction API which also includes Open CTI has been expanded to include two new methods onObjectUpdate and refreshObject These methods let developers set interactions between elements on a Case Feed page onObjectUpdate Usage Registers a function to call when case fields the case feed or case related list data has changed on a Case Feed page m Note Use this method with Visualforce pages you want to use as custom publishers in Case Feed For more information on creating Visualforce pages to use as custom publishers see Customizing Case Feed with Visualforce Syntax sforce interaction entityFeed onObjectUpdate callback function Arguments callback function JavaScript method called upon completion of the method Sample Code JavaScript lt apex page standardController Case gt lt apex includeScript value support api 26 0 interaction js gt lt script type text javascript gt var callback function response alert Case was updated Fields response fieldsUpdated Related lists response relatedListsUpdated Feed response feedUpdated Invokes API method sforce interaction entityFeed on0bjectUpdate callback lt sieeijone gt lt apex page gt Response This method is asynchronous so it returns its response in an object in a callback met
149. ew in the Developer Console To insert a row and save it the query results must contain all the required fields of the object and the required fields must be simple text or number fields If these conditions aren t true a blank row is created but you can t save it In this case click Create New to create a new record in Salesforce 1 In the Developer Console click the Query Editor tab 2 Execute a query that contains all the required fields of an object 3 In the Query Results view click Insert Row Editing and Saving Rows You can edit and save records rows in the Object displayed in a Query Results view in the Developer Console 1 To edit a row in a Query Results view double click a field in the row and edit it 2 To save modified rows to Salesforce click Save Rows 152 Developer Console Enhancements Perspectives in a System Log View f Warning If you click Refresh Grid data in a Query Results view that you ve edited but haven t saved is lost Deleting Rows You can delete a record row in the Object displayed in a Query Results view in the Developer Console 1 To delete a row select it in the Query Results view 2 Click Delete Navigating to a Record in Salesforce After executing a query you can jump to the record in Salesforce 1 Select a row in a Query Results view 2 Click Create New Open Detail Page or Edit Page to jump to the record in Salesforce Perspectives in a System Log View
150. feature for you and you won t be asked to log in again 2 Type in the name of the person you wish to thank Currently you can only choose one recipient for a Thanks post However you re free to mention other people in the body of your post This is not the same as thanking them directly but lets them know about your Thanks post Chatter Administrator Settings for Rich Media Previews 3 Optionally you can change the badge associated with the post Each post is assigned a default badge based on your company s settings in Work com Click Change Badge and select another more specific badge to associate with this post In the popup window that appears browse the available badges and click the one most appropriate After clicking a badge you ll see details about it and have the option of selecting it for your post or going back and selecting another badge At any time you can close the popup window to abort picking another badge 2 Note Ifyou want to create a new badge you must log in to Work com New badges cannot currently be created from inside Salesforce 4 Type in details about why you re thanking the recipient Youre free to mention other people in the body of the text This is not the same as thanking them directly but lets them know about the post 5 Click Share to finalize the post You ll see the post in your feed and the recipient of the thanks is notified Anyone that was mentioned in the post s description text is
151. filelds The organization property on the Chatter Directory response body is no longer available as of version 26 0 Use the organization property on the Connect Directory response body instead Anew Connect Directory response body was added which provides information about the organization The new Community and Community page response bodies were added which provide information about the communities in the organization The community property was added to the following response bodies 0 Favorite Group Subscription The Feed Item Page response body was incorrectly documented It does not return a previous PageUr1 property Anew Feed Item Attachment Poll response body was added which provides information about the feed poll associated with the feed item e Anew Feed Poll Choice response body was added which provides information about the feed poll choice The following changes were made to the Feed Item response body attachment now includes the new Feed Item Attachment Poll response body type now includes the following new feed item types ChatTranscriptPost FacebookPost PollPost RypplePost ReplyPost TwitterPost Anewvisibility property was added which gives information about who can see this feed item The File Summary and Feed Item Attachment Content response bodies have the following new properties 0 checkSum Specifies the MD5 checksum for the file 0 fileExtension Specifie
152. find an element or resource in the flow On the Explorer tab enter search text The Explorer tab displays only the elements and resources whose properties contain the entered text Click A to filter the Explorer tab contents to one type of element or resource To remove the filter click A and select SEARCH ALL Select Highlight Results on Canvas to dim all visible elements on the canvas other than the Explorer search or filter results Zoom in and out as desired using the controls near the top right corner of the canvas area To see the location of an Explorer item on the canvas complete one of the following procedures Search Controls in the Cloud Flow Designer 140 Visual Workflow Enhancements Zoom Controls in the Cloud Flow Designer If the Explorer item is a canvas visible element or a screen field 1 Hover over the item on the Explorer tab 2 Click its A If the Explorer item is a resource that doesn t appear on the canvas 1 Click the item on the Explorer tab 2 Click the Usage tab in the Description pane 3 Hover over an element listed on the Usage tab 4 Click its A The canvas shifts to display the element and momentarily highlights it Zoom Controls in the Cloud Flow Designer Available in Enterprise Unlimited and Developer Editions You can now zoom in and out using the controls located near the top right corner of the canvas area Combine zoom with the new search options to greatly ease
153. fluenceRawRank field which indicates the Parentld s Chatter influence rank This number is calculated based on the Parentld s ChatterActivity statistics relative to the other users in the organization The Type field for feed items now includes Pol1Post which specifies a poll posted on a feed The Poll Post type is available for the following objects AccountFeed AssetFeed CampaignFeed CaseFeed CollaborationGroupFeed ContactFeed ContractFeed DashboardFeed EntitlementFeed EventFeed FeedItem LeadFeed NewsFeed OpportunityFeed Product2Feed ReportFeed ServiceContractFeed SolutionFeed TaskFeed UserFeed and UserProfileFeed SOQL Enhancements Use the Salesforce Object Query Language SOQL to construct query strings used in Salesforce APIs For a full description of the SOQL query syntax see the Force com SOQL and SOSL Reference SOQL Polymorphism Developer Preview SOQL Polymorphism lets you select different sets of fields in your SOQL queries depending on the object type of a polymorphic relationship field For example the What field in an Event record could reference an Account Opportunity or Campaign You can now specify different fields to select based on the referenced object type using the TYPEOF clause The following example specifies different fields for each of the possible object types SELECT TYPEOF What WHEN Account THEN Phone NumberOfEmployees WHEN Opportunity THEN Amount CloseDate WHEN Campaign THEN
154. forecast currency For example say the forecast currency for your organization is set to the organization s corporate currency of U S Dollars Without changing the display currency to U S Dollars a forecast manager using Canadian Dollars to forecast can now adjust a subordinate s forecast who might use Indian Rupees The forecast manager will see the adjusted amount in Canadian Dollars To update the forecast display currency from your own forecast page click Display Settings gt Change Configurable Forecast List View for the Opportunity Pane Available in Professional Enterprise Unlimited and Developer Editions To customize the opportunity pane Customize Application To view setup and configuration View Setup and Configuration z Note This information applies to the Forecasts product beginning with the Winter 12 release and not to Customizable Forecasts Configurable Forecast List View is available Opportunities appear below the rollup table in a forecast in a list that responds to user selections Administrators select up to 15 standard and custom fields that appear in the opportunity pane Users see the fields selected based on their field level security settings Opportunity Name isa required field Additionally salesforce com recommends adding Forecast Category to the pane 1 Click Your Name gt Setup gt Customize gt Forecasts gt Settings 2 Under Opportunity List Column select fields and
155. form user license because the license doesn t allow access to opportunities To assign permission sets Click Your Name gt Setup gt Manage Users gt Users Select a user In the Permission Set Assignments related list click Edit Assignments kh wWNnN e To assign a permission set select it from the Available Permission Sets box and click Add To remove a permission set assignment select it from the Enabled Permission Sets box and click Remove 5 Click Save Best Practices for Organization Wide Permission Sets Specifying a user license option You can only specify the user license when creating a new permission set you can t change its user license when editing or cloning it Editing organization wide permission sets When editing organization wide permission sets that are already assigned to users any additional permissions and settings that you enable must be allowed by all assigned users licenses or the edit will fail For example if an existing permission set is assigned to a Salesforce Platform user you can t enable Modify All Data in the permission set because the user license doesn t allow it Using organization wide permission sets in packages When creating permission sets for AppExchange packages you can t always anticipate the user licenses within organizations that will install a package Furthermore if you don t have the required user licenses in your own organization you can t cr
156. g when implementing the equals method Assuming x y and z are non null instances of your class the equals method must be Reflexive x equals x Symmetric x equals y should return true if and only if y equals x returns true Transitive if x equals y returns true and y equals z returns true then x equals z should return true Consistent multiple invocations of x equals y consistently return true or consistently return false c oS oS co o gt For any non null reference value x x equals nu11 should return false The equals method in Apex is based on the equals method in Java The hashCode method with this signature public Integer hashCode Your implementation Keep in mind the following when implementing the hashCode method 169 Developer Console Enhancements Apex Code Enhancements 0 Ifthe hashCode method is invoked on the same object more than once during execution of an Apex request it must return the same value If two objects are equal based on the equals method hashCode must return the same value 0 Iftwo objects are unequal based on the result of the equals method it is not required that hashCode return distinct values The hashCode method in Apex is based on the hashCode method in Java Another benefit of providing the equals method in your class is that it simplifies comparing your objects You will be able to use the operator to compare objects or the equals method For exam
157. gather data by providing a list of choices For example you are in charge of planning an annual sales meeting and need to find out when most people are available to attend the meeting Instead of emailing everybody in the sales organization you could create a poll in the Sales Chatter group that lists possible dates and ask people to vote for the date that works best for them Posting a Poll 1 Above the feed click Poll 2 Type a question in the text box You can add a hashtag or mention someone 3 Type at least two choices Click Add more choices to add another choice You can enter up to ten choices 4 Select to post the poll to your followers or to a group If you re posting the poll to a group select the name of the group from the drop down list 5 Click Share to post the poll Anybody with access to the poll or the post can select one of the choices and click Vote to submit their vote People can only cast one vote but they have the option to change their vote Chatter Tab Navigation Enhancements We ve collapsed the Chatter Tab sidebar to streamline the navigation on the Chatter tab On the left sidebar of the Chatter Tab you now see Feed which contains all of your feeds The feeds are still the same We just renamed them and consolidated them into one navigation filter Click Feed to see available feeds then click a feed to display the associated subset of posts 26 Chatter Chatter Influence Calculation
158. ge the linked record will be identified by its D U N S Number in the D amp B Company Record Linked field Expanded Definition of tnactive Status for Account Records A Data com status of Inactive now includes records that D amp B has classified as non marketable The expanded definition now includes any of the following The record contains out of date or inaccurate information such as an invalid email address The company associated with the account or contact record is no longer in business The company associated with the account record has been classified by D amp B as non marketable A non marketable company as defined by D amp B is one that is believed to be in business and Aas not requested exclusion from the D amp B database but whose D amp B record has not been updated in the past 24 months and does not include a complete business name a valid physical or mailing address or an SIC code D amp B COMPANIES D amp B Companies Administrator Features and Enhancements Winter 13 offers lots of great enhancements for D amp B Companies With Data com Corporate and Premium get D amp B Company fields on lead records With Premium get a linked D amp B Company record if available when you add or clean a lead record Ifyou use Data com Premium and the Data com Clean product you can now set up clean jobs to automatically update D amp B Company records linked to accounts and leads D amp B Companies for Leads GA For the Wint
159. geolocation based on the provided latitude and longitude Must be used with the DISTANCE function As a beta release feature geolocation is supported in the SOAP API with limitations in Winter 713 You can calculate distances in SOQL using the DISTANCE and GEOLOCATION functions DISTANCE and GEOLOCATION are supported in WHERE and ORDER BY clauses in SOQL but not in GROUP BY or SELECT DISTANCE only supports the logical operators gt and lt returning values within lt or beyond gt a specified radius Syntax is restricted when running SOQL queries When using the GEOLOCATION function the geolocation field must precede the latitude and longitude coordinates For example DISTANCE warehouse _location_c GEOLOCATION 37 775 122 418 km works but DISTANCE GEOLOCATION 37 775 122 418 warehouse location__c km doesn t work Geolocation is supported in Apex only through SOQL queries and only at the component level In other words you have to query the latitude or longitude you can t query the compound location field For more information including sample queries see the Force com SOQL and SOSL Reference Aggregate Function Enhancements The COUNT fieldName SOQL aggregate function changed to ensure consistent behavior In rare cases a SOQL query using the COUNT fieldName aggregate function used to return a single row containing nu11 if no rows matched the query filtering conditi
160. gin enabled portal that the user was a member of ANALYTICS Exportable Joined Reports You can now select a printable view of joined reports You can use that view to export all the data that s displayed in your joined report to a spreadsheet application The data is grouped filtered aggregated and displayed the same way as in your browser Available in Enterprise Unlimited and Developer Editions Youasked for it This enhancement addresses an idea on the IdeaExchange Use the printable view when you want to work with the data in a joined report while not logged into Salesforce For example you might want to share data with a colleague or pull a table into a presentation slide For a complete view click Show Details then Printable View When you open the resulting x1s file all of the data in your report is present Your printable view can display up to 2000 rows of data For a summary view click Hide Details then Printable View This x1s file shows a condensed view of your report using the summary fields you have chosen Joined Reports on Dashboards You can now show a joined report on a dashboard by selecting the chart used in the report Available in Enterprise Unlimited and Developer Editions To create edit and delete dashboards Run Reports AND Manage Dashboards To create edit and delete dynamic dashboards Run Reports AND Manage Dynamic Dashboards Youasked for it T
161. gt UserList SELECT id FROM User where ProfileId IN ProfileList Assign the permission set in the new package to those users List lt PermissionSet gt PermissionSetToAssignList SELECT id Name FROM PermissionSet where Name TestPermSet AND NamespacePrefix TestPackage PermissionSet PermissionSetToAssign PermissionSetToAssignList 0 Set lt ID gt UsersSet new Set lt ID gt for User us UserList PermissionSetAssignment psa new PermissionSetAssignment psa PermissionSetId PermissionSetToAssign id psa AssigneelId us id UsersSet add us id isTest D lolie sracte woul test 1 PostInstallClass myClass new PostInstallClass Test testInstall myClass null Known Limitations for Push Upgrade The following are known limitations when pushing an upgrade Settings for tab visibility are not carried over by permission sets Hence if your upgrade requires changes to tab settings you can t implement the changes automatically using a post install script Instead you ll need to notify administrators to make the change manually Push upgrade fails if the package contains Visualforce markup that attempts to access the OpenActivity entity For example the following code in the package will cause the push upgrade to fail lt apex outputLabel for taskDate value SObjectType OpenActivity fields ActivityDate label gt As a workaround avoid using the global Obj
162. h D amp B Company records by Global Ultimate D U N S Number to see a list of accounts within an organizations s corporate structure and then add those accounts to Salesforce The Global Ultimate is the highest entity within an organization and is identified by a nine digit Global Ultimate D U N S Number All companies that are part of the same corporate structure as the Global Ultimate are identified by the same Global Ultimate D U N S Number Note Before you can search by Global Ultimate D U N S Number the Search Global Ultimate D U N S button must be added to the D amp B Company page layout 1 Go to the detail page of the D amp B Company record you want to find accounts with the same Global Ultimate D U N S Number for 2 Click Search Global Ultimate D U N S The Data com tab opens and displays a list of accounts that match the Global Ultimate D U N S Number of the D amp B Company record 3 If the results list is long you can sort the results by any table heading The Location Type heading for example sorts results by headquarters single location and branch Ifyou don t see what you re looking for use filters to narrow your results For more information about a particular account such as its account site click the account name to see its account card Add all accounts or a selection to Salesforce Nw Bp From the confirmation message click Go to Accounts to view the list of new records on the Accounts home page Here a
163. h Data com s a gt Tip From the Clean Status field you can also get additional status information such as which fields have different data in Data com and then clean the record Just click the status icon and the popup will guide you 3 Compare the two records side by side You ll see a check mark next to any Data com field value that matches the corresponding value in your Salesforce record 4 Select the check box next to any Data com value you want to accept 5 Click Save when you re satisfied that the record is accurate even if you don t accept any data from Data com The Clean Status field reflects the record s current status and its time stamp is updated to reflect your activity am Note If you click Cancel your Salesforce record s data won t be updated but if Data com finds a better match for the record the values in its Clean Status and Data com Key fields may change These two fields always reflect the best match from Data com as of the most recent clean process whether the record was cleaned manually by you or automatically via Clean jobs 115 D amp B Companies D amp B Companies Administrator Features and Enhancements If your organization uses Data com Premium and you ve cleaned an account or lead record that doesn t yet have a D amp B Company record linked to it Salesforce will create a D amp B Company record if available and link it when you click Save The next time you open the comparison pa
164. hange to the Chatter tab in Salesforce Touch To be consistent with Chatter enhancements in the full site the My Chatter feed filter is now called What I Follow The Me filter however hasn t been renamed to match the full site And in case you missed it these important enhancements were released in July 12 You can create and edit account contact opportunity and task records as well as records for custom objects that are included in your Salesforce Sales app You can t create or edit events at this time The Salesforce Touch user interface has a new lighter look As a result of the redesign the Chatter subtabs now use Feed Groups and People labels instead of icons The Salesforce Touch FAQ was reorganized to incorporate new topics for the create and edit features The previous Working in Touch section is now called Working with Records and the tasks and events topics are now available in the new Tracking Activities section Salesforce Touch Requirements These are the requirements for using both the downloadable and mobile browser versions of Salesforce Touch Devices Apple iPad 2nd and 3rd generation with iOS version 5 0 or higher Browsers The default iPad browser Safari Private Browsing must be turned off Tap the iPad Settings icon then select Safari and set Private Browsing to Off Salesforce Chatter must be enabled for your organization You must have an active Salesforce account to access Salesforc
165. hanges in your package into two categories 1 Enhancements to existing features that users already have access to Use a post install Apex script to automatically assign the relevant components to existing users This ensures all current users of the package can continue using it without explicit action by administrators 2 New features you re introducing for the first time Don t use a post install Apex script to auto assign components This ensures your subscribers have the opportunity to decide if and when to use the new features Here are some additional guidelines to keep in mind when planning a push upgrade Avoid changes to validation rules formula fields and errors thrown from Apex triggers as they may negatively impact subscribers integrations Don t make visible changes to a package in a patch This is because other than a change in the package version number subscribers aren t notified of push upgrades Test your upgraded package in multiple environments replicating all relevant features of your customers organizations including editions customizations other installed packages and permission sets Schedule push upgrades at your customers off peak hours and outside of salesforce com s major release windows to minimize potential subscriber impact Notify your subscribers in advance about the timing of the upgrade its potential consequences and any steps they need to take Assigning Access to New Com
166. haring rules including up to 50 criteria based sharing rules User sharing rules based on membership enable user records belonging to members of one group to be shared with members of another group Before you can create a membership based user sharing rule confirm that the appropriate groups have been created For example if you wish to share users who are based in San Francisco with members of the Sales Agent role you may have two groups with the selected members in each group To create a user sharing rule 137 User Sharing Pilot User Sharing Overview Click Your Name gt Setup gt Security Controls gt Sharing Settings In the User Sharing Rules related list click New Enter the Label Name and click the Rule Name field to auto populate it Select a rule type Depending on the rule type you selected do the following ie Y E Based on group membership Users that are members of a group can be shared with members of another group Inthe Users who are members of line select a category from the first drop down list and a set of users from the second drop down list or lookup field if your organization has over 200 groups roles or territories Based on criteria Specify the Field Operator and Value criteria that records must match to be included in the sharing rule The fields available depend on the object selected and the value is always a literal number or string Click Add Filter Logic to change the default AND re
167. he Critical Updates page You must make this change by the date indicated on the Critical Updates page See Critical Updates Overview in the online help for details about managing critical updates If your organization contains pages or components with the problem installed from managed packages you might need to contact the package s supplier to obtain a newer corrected version Changes to Expression Evaluation with Nu11 Values Expression evaluation has been changed to throw a specific exception when the value on either side of a relative comparison is null For example this expression causes a runtime error when currentReservations or maxReservations is null currentReservations lt maxReservations The affected comparison operators are e lt less than lt less than or equals gt greater than gt greater than or equals 202 Developer Console Enhancements Push Major Upgrade Previously this programming error produced the value nu11 rather than a Boolean true or false This often caused difficult to diagnose misbehavior on affected pages Additionally the result of equality comparisons involving nu11 values has changed to always return a Boolean true or false The affected equality comparison operators are equals not equals Previously equality comparisons with nu11 on either side resulted in nu11 rather than a Boolean value This change is versioned You must update your V
168. hich fields display in the layout select one or more fields in Available Fields and click Add or Remove To sort fields in the layout select one or more fields in Selected Fields and click Up or Down To select multiple fields individually use CTRL click To select multiple fields as a group use SHIFT click 5 Click Save to apply your changes Using Opportunity Teams As a user you can now do more with opportunity teams When adding or editing members to your opportunity teams specify values for any custom fields that your administrator has defined Create custom reports for opportunity teams to get a clear picture of how your teams are performing Include custom fields for opportunity teams in your reports View the Opportunity Team related list on additional pages if your administrator has customized page layouts to include this list Note Previously opportunity teams were called sales teams i 46 Salesforce for Outlook Enhancements Boosting Productivity with Salesforce for Outlook Adding Members to an Opportunity Team Available in Enterprise Unlimited and Developer Editions To add team members to an opportunity Read on opportunities Owner of opportunity record or above owner in your organization s role hierarchy To view an opportunity for which you re a team member Read on the opportunity 1 View the opportunity and navigate to the Opportunity Team related list then cli
169. his enhancement addresses an idea on the IdeaExchange A joined report can contain data from multiple standard or custom report types To show a joined report on a dashboard 88 Scatter Charts on Dashboards Analytics 1 Edit the dashboard 2 From the Data Sources tab drag and drop a joined report that includes a report chart 3 Edit the joined report dashboard component and select Use chart as defined in the source report r Account Name B Harmon Consulting M Larry Baxter M Advanced Interconnecbons E Fire Suppression Systems inc Homeland Product Co E Opportunity Resources Inc B Optos inc Bet inc B United Partners Valley Supply inc BGusto Distributing E Universal Services B Southem Research Co 5 Anaco Limited B UlyssesNet Component Editor Help for this Page x 7 Use chart as defined in source report am wW O as a w Component Data Formatting J 15 ren ears z 200 m Maximum Values 700 m Displayed 900 jaa 100 M Pols Range z 1200 M G1400 E 1 700 JE Legend Position v 1 900 W 2 000 p Data Labels i 2100 E 101 2 400 Mit 0 00 100 00 200 00 Average Annual Revenue Millions oK Cancel x You can schedule and email a dashboard that has joined reports for refresh You can t filter data on a joined report in dashboard view or add a filter to a dashboard that only has joined reports Scatter Charts on Dashboards You can now select
170. his in one of our conference rooms You do need to have the multiple HDMI in the extension card for your X5 Once you have the card Topics installed you can have up to six web cams and have a split screen with Video Conferencing everyone on the monitor General Questions July 11 2012 gh 0 K0 vx5 Show 3 answers Cirrus View Users earn points when their posts receive votes or are selected as a best answer in any of the communities to which they belong When they earn enough points the hover shows their reputation as well as the number of posts and best answers they have in that community 68 Chatter Answers Customizing Chatter Answers in Portals using Visualforce Pages Chatter Answers comes with the following pre defined reputation levels that apply to all communities 0 499 500 1999 2000 4999 5000 To add or edit reputation level names or points per level in any of your communities use the ChatterAnswersReputationLevel object in the API You can create up to 25 different reputation levels in the application Colors for the different reputation levels can be changed at the stylesheet CSS level Customizing Chatter Answers in Portals using Visualforce Pages Available in Enterprise and Unlimited Editions You can create a Visualforce page that displays a Chatter Answers community in a Customer Portal or Partner Portal By using a Visualforce page you can add custom widgets to Chatter Answers such as announcements
171. his type and optionally of the aie specified record type ID and with default custom field values loadDefaults The recordTypeId argument specifies the record type ID of the sObject to create If no record type exists for this sObject use nu11 If the sObject has record types and you specify nu11 the default record type is used The loadDefaults argument specifies whether to populate custom fields with their predefined default values true or not false Remarks e For required fields that have no default values make sure to provide a value before inserting the new sObject Otherwise the insertion results in an error An example is the Account Name field or a master detail relationship field Since picklists and multi select picklists can have default values specified per record type this method populates the default value corresponding to the record type specified If fields have no predefined default values and the loadDefaults argument is true this method creates the sObject with field values of null If the loadDefaults argument is false this method creates the sObject with field values of null This method populates read only custom fields of the new sObject with default values You can then insert the new sObject with the read only fields even though these fields cannot be edited after they re inserted Ifa custom field is marked as unique and also provides a default value inserting more than one new sObject will
172. hod The response object contains the following fields 66 Case Feed Enhancements New Case Feed Methods in the Interaction API fieldsUpdated boolean true if one or more case fields were updated relatedListsUpdated boolean true if one or more case related lists were updated feedUpdated boolean true if the case feed was updated refreshObject Usage Notifies the Case Feed page that case fields the case feed or case related list data has changed and forces an update of these on the page Note Use this method with Visualforce pages you want to use as custom publishers in Case Feed For more information on creating Visualforce pages to use as custom publishers see Customizing Case Feed with Visualforce j J Syntax sforce interaction entityFeed refreshObject objectId string refreshFields boolean refreshRelatedLists boolean refreshFeed boolean callback function Arguments objectId string The record ID of the case object refreshFields boolean Indicates that one or more fields on the case have changed refreshRelatedLists boolean Indicates that one or more case related lists have changed refreshFeed boolean Indicates that the case feed has changed callback function JavaScript method called upon completion of the method Sample Code JavaScript lt apex page standardController Case gt lt apex includeScript value support api 26 0 interaction js gt lt a
173. hod executed during a test run Lines of code that are covered are blue Lines of code that aren t covered are red Lines of code that don t require coverage for example curly brackets comments and System debug calls are left white 150 Developer Console Enhancements Tests Tool Browsers 2012 08 02 12 48 36 jbleyle 180 de StripeErrorModel StripeCustomer Code Coverage All Tests 85 3 gt 3 ow N e EncodingUtil base64Encode headerValue e 40 system debug hs getBody ul oe gt WW Ww 41 42 43 44 system debug statuscCode hs getStatuscCode 45 else s 6 When you edit class with code coverage the blue and red dims to indicate that the coverage is no longer valid When you edit and save a class the coverage is removed for that class In the Overall Code Coverage panel the class name is marked with a small red triangle to indicate that it was edited since tests were run To check coverage for that class run the tests again Browsers y 2012 08 02 12 48 36 jbleyle 180 de StripeErrorModel StripeCustomer Code Coverage All Tests GoTo Saving p p power eT A 29 http setMethod POST 30 Blob headerValue Blob valueOf API_KEY 31 String authorizationHeader BASIC 32 EncodingUtil base64Encode headerValue p 33 http setHeader Authorization authoriza
174. hoose the specific groups users roles or territories who will have access by adding their names to the Share With list 5 Select the access level for the record you are sharing Possible values are Read Write or Read Only depending on your organization wide defaults for users You can only grant a higher access than your organization wide default 6 Click Save To edit or delete the record access click Sharing on the record and click Edit or Del next to the manual share You can t edit the access in some cases such as when your organization wide defaults is set to Public Read Only and the only valid access level on the manual share is Read Write Note these restrictions when sharing external users with internal users High volume portal users Share with internal users only You can t share internal users with high volume portal users Guest users Share with internal users and vice versa View All Users User Permission View All Users grants users Read access to all users in the organization including both active and inactive users portal users and guest users Only users in the User Sharing pilot program can use this permission which lets a user view all user records regardless of the sharing settings System administrators and users with the Manage Users permission get the View All Users permission automatically with User Sharing VISUAL WORKFLOW ENHANCEMENTS Search Controls in the Cloud
175. ick OK To create a shortcut click Add Keyboard Shortcut type the action the shortcut will perform a Console Event Name which is a unique identifier the combination of key commands to use and click OK For the new shortcut to work you must send the Console Event Name to the developer who defined your shortcut s action so that he or she can add it to the method that will trigger your shortcut To deactivate a shortcut deselect Active next to the shortcut s name You can t delete the default shortcuts provided by Salesforce but you can edit or deactivate them 7 Click Save After you ve customized keyboard shortcuts for a console notify users assigned to that console about the actions they can perform wa Note _ You can have up to 144 shortcuts for each console which includes the default shortcuts provided by Salesforce and any you create Keyboard shortcuts aren t case sensitive even if you press SHIFT before a letter key For example SHIFT b is the same as SHIFT B IfCTRL ALT or SHIFT is in a keyboard shortcut the sequence of those keys doesn t matter For example CTRL ALT A is the same as ALT CTRL A Ifyou create or customize keyboard shortcuts to include standard browser shortcuts such as CTRL F your shortcuts might not work as intended a gt Tip You can include as many keys in a shortcut as you want but we recommend that you limit a shortcut to three keys so that users can e
176. icles In Winter 13 you can have a mail merge template for articles A mail merge template allows you to send a personalized email with the article ym Note The Send Test and Verify Merge Fields popup for text HTML and custom email templates is not supported for article types For more information see Managing Mail Merge Templates in the online help Sharing Rules for Knowledge You asked for it Salesforce Knowledge addresses the following ideas on the IdeaExchange improve data category selection and visibility and article visibility based on permission sets Available in Enterprise Unlimited and Developer Editions Data category visibility determines the individual data categories categorized articles and categorized questions that a user can see In Winter 13 data category visibility can be assigned with permission sets and profiles as well as roles This allows administrators to assign visibility to High Volume Customer Portal users who don t have roles Now both the Permission Set and Profile setup pages have options to assign data category visibility 1 Click Your Name gt Setup gt Manage Users gt Permission Sets or Your Name gt Setup gt Manage Users gt Profiles 2 Click on a permission set or profile name 3 Click Data Category Visibility Apps Settings that apply to Salesforce apps such as Sales Assigned Apps and custom apps built on Force com Settings that specify which apps are Learn
177. imit of 3 MB Now that you have specified the values of the fake response instruct the Apex runtime to send this fake response by calling Test setMock in your test method For the first argument pass HttpCalloutMock class and for the second argument pass a new instance of your interface implementation of HttpCalloutMock as follows Test setMock HttpCalloutMock class new YourHttpCalloutMockImp1 After this point ifan HTTP callout is invoked in test context the callout is not made and you receive the mock response you specified in the respond method implementation am Note Ifthe code that performs the callout is in a managed package you must call Test setMock from a test method in the same package with the same namespace to mock the callout hot This is a full example that shows how to test an HTTP callout The interface implementation MockHttpResponseGenerator is listed first It is followed by a class containing the test method and another containing the method that the test calls The testCallout test method sets the mock callout mode by calling Test setMock before calling get InfoFromExternalService It then verifies that the response returned is what the implemented respond method sent Save each class separately and run the test in CalloutClassTest isTest global class MockHttpResponseGenerator implements HttpCalloutMock Implement this interface method global HTTPResponse respond HTTPRequest req
178. imited and Developer Editions with the Service Cloud The Service Cloud console is designed for users in fast paced environments who need to find update and create records quickly Now if a Service Cloud console is set up you can choose to save user sessions so that when console users close their browsers or log out of Salesforce any previously open navigator tabs primary tabs or subtabs automatically display when they log in again Additionally if console users resize an interaction log or any sidebar components such as pinned lists or they close the global search header those customizations automatically display when users log in again This helps users to continue working from where they last left off in a console without having to start from scratch For example here s a Service Cloud console with several open tabs a hidden global header a resized interaction log and a resized pinned list Even if this user sessions ends all of these items display to a user when he or she logs in again 79 Service Cloud Console Automatically Saved User Sessions for the Service Cloud Console cm A JH Sowan ame AER 7 Account Name Phone All Accounts w Edit Delete Create New View sslenforce ccms view llintancied 415 901 7000 EEJ eo S oe Description Shipping Address Founded in March 1999 salesforce com The Landmark One Market Suite 300 New Account t http www salesforce com bui
179. in CalloutStaticClassTest Paolic Glass CallovcScacicelass 1 public static HttpResponse getInfoFromExternalService String endpoint HttpRequest req new HttpRequest req setEndpoint endpoint req setMethod GET Http h new Http HttpResponse res h send req return res isTest private class CalloutStaticClassTest isTest static void testCalloutWithStaticResources Use StaticResourceCalloutMock built in class to specify fake response and include response body in a static resource StaticResourceCalloutMock mock new StaticResourceCalloutMock mock setStaticResource mockResponse mock setStatusCode 200 mock setHeader Content Type application json Set the mock callout mode Test setMock HttpCalloutMock class mock Call the method that performs the callout HTTPResponse res CalloutStaticClass getInfoFromExternalService http api salesforce com foo bar Verify response received contains values returned by the mock response This is the content of the static resource System assertEquals hah fooled you res getBody System assertEquals 200 res getStatusCode System assertEquals application json res getHeader Content Type 174 Developer Console Enhancements Apex Code Enhancements Testing HTTP Callouts Using Mult iStaticResourceCalloutMock Apex provides the built in Mult iStaticResourceCalloutMock class that you can
180. ing Be aware that either approach might be a security risk because it allows arbitrary content including JavaScript that can be used in a malicious manner This is true for all formula fields that use HY PERLINK whether displayed in Visualforce or in the standard Salesforce interface Formula fields are only unescaped in the above two situations Formula fields displayed using expressions continue to be escaped For example Here is the URL someSObject customURL When used this way the URL field is escaped and appears as HTML in the user s browser not as an active link Changes to Escaping Behavior Prior to the Winter 13 release text in some Visualforce pages and components might have been generated incorrectly This markup could contain fragments that should have been escaped for example the lt character generated as amp lt but were not These fragments might be interpreted by the browser as markup rather than as text in the page This problem has been corrected for all pages with API version 26 0 or later Your organization might contain pages or components that depend on this incorrect processing These pages need to be fixed To fix them use lt apex outputText gt with the attribute escape false to generate unescaped text For existing organizations the Critical Updates page shows a pending change When you have corrected any pages or components that depend on the incorrect behavior activate the change on t
181. ing gt m new Map lt PairNumbers String gt PairNumbers pl new PairNumbers 1 2 PairNumbers p2 new PairNumbers 3 4 Duplicate key PairNumbers p3 new PairNumbers 1 2 pue jl sbaLieswe 2 170 Developer Console Enhancements Apex Code Enhancements m put p2 second Mowe JOS tarre iy Map size is 2 because the entry with the duplicate key overwrote the first entry System assertEquals 2 m size i Use the operator i pl jos System debug pl and p3 are equal Perform some other operations System assertEquals true m containsKey pl System assertEquals true m containsKey p2 System assertEquals false m containsKey new PairNumbers 5 6 for PairNumbers pn m keySet System debug Key pn List lt String gt mValues m values System debug m values mValues Create a set Set lt PairNumbers gt sl new Set lt PairNumbers gt simacdch oul y al ECE A al ECES A Verify that we have only two elements simece the p3 ws equall to pl System assertEquals 2 sl size Support for Testing Callouts Apex now provides the ability to test callouts The native support for handling callouts made in test context and generating artificial responses increases your code coverage by tests and simplifies the testing process You no longer need to modify auto generated code of an external SOAP Web service or add extra logic f
182. ins 3 Type a name for the link or leave the Link Name field blank If you provide a link name we ll use yours If you leave the Link Name field blank the preview populates the link name with the title or name from the site URL 4 Click Share After the post is rendered in the feed we transform the post to a rich media preview including thumbnails descriptions and video players for video URLs Ifa post doesn t render a link as a rich preview in the feed the URL domain for that link either isn t supported or Embed ly was unable to return the preview content for the URL 29 Chatter Work com in Chatter Pilot Rich media previews are supported for link posts but not for URLs that are added to the text body of the post itself Work com in Chatter Pilot Available in Professional Enterprise Unlimited and Developer Editions 2m Note This feature is currently available through a pilot program For information on enabling it for your organization please contact salesforce com Work com is a suite of human capital management products that enable you to find align and motivate your workforce Starting with Winter 13 some Work com features are integrated into Chatter You can now create a Thanks post to recognize a colleague and view Work com profile content in Chatter Enabling Work com in Your Organization 1 Click Name gt Setup gt Customize gt Work com gt Work com Thanks Select Enable and click S
183. ion gt Default SIC Description NAICS Code gt Default NAICS Code NAICS Description gt Default NAICS Description Company Description gt Skip Mapping Resetto Defaults Customizing Data com to Salesforce Field Mappings Data com available in Contact Manager Developer Enterprise Group and Professional Editions Data com available for an additional cost in Unlimited Edition Dooa Clean available in Developer Enterprise and Professional Editions Data com Clean available for an additional cost in Unlimited Edition To implement Data com Customize Application To enable Data com users Manage Users To install AppExchange packages Download AppExchange Packages Before you begin make sure you understand how mapping works what preparations to make and what kind of results you should expect 1 Click Your Name gt Setup gt Data com Administration gt Field Mapping 104 Data com Data com Administrator Features and Enhancements 2 For each Data com field you want to map select a Salesforce field If you don t want to map a field select Skip Mapping Note Not all Data com fields are available for all Salesforce fields To be mappable the new Salesforce field must be the same data type as the default field For example the Description field can be mapped to a long text area field with 1 000 characters or more Custom field mappings apply when e Data com records are added to Sa
184. iptions In Winter 13 were running a script to clean up follows for inactive records We remove subscriptions to records that meet all of the following criteria The record never had any posts or comments The record was never changed in any way that s tracked in Chatter during the past 45 days The record has no tracked change of any age that s been liked or commented on We run the script only once after your organization gets the Winter 13 release The script automatically unsubscribes anyone who was following the record We don t remove the record itself just the subscription to the record Removing unused record subscriptions frees up subscription capacity for customers getting close to their subscription limit Create and Own New Chatter Groups User Permission Use the Create and Own New Chatter Groups user permission to control which users can create new Chatter groups or be assigned as owners of Chatter groups This permission is turned on by default for all standard profiles Chatter REST API Enhancements Winter 13 Chatter API version 26 0 improvements General Updates New and Changed Resources New and Changed Response Bodies New and Changed Request Bodies Attention Resources parameters and response bodies change from release to release We strongly recommend testing your application in a test environment before deploying it to production General Updates Version information was added
185. ireisivriu eaire isie nie au n i evaaa 127 Ste Mapi Links vrer esrin ea a EAE EE E EEEE EE E ER ENE EEEE EE EEEE 128 Cascading Editability s saisorariseirira nanas nne TT NENO TOE OEEO OEE EE 128 Default Content in Editable Page Elementsesisceininonicaninie dii n ee E a E a i 128 Improved Linking in Data Elements i cc ses secussastesonsseseosssensunstsednonsveseucusicoschsusunstebuvongunsesvenbhins NEE ANES EKAN N E NENES NEEE ets 129 New Status ColumMiisnosicnuiessmranni irienna a a N N A E NRA a 129 Nested Templates Renamed Child Templates s ssessessersrrssesrteseesresrestesrtsrsersssrssrsstesteseeeneenrertsnteneennssnesrrsresresrresrentes 129 Repeaters and Repeater Elements Renamed ccssicssesvsssesssasserosessssvssnacensssvennatonssosevsotenaneseicenseiesonsvensassnavensepeevsesosenessvedeonen 130 FO HOG ON ode sciatic cco wists redacted oct oe vaio cc ead oe ea cio cits me ead oe ee a een a eae mwa ue manOnoneeaReaate 131 Geolocation Custom Field Betas icsccisciacsacsacssvocsocvactaensusacacusecacnsenasnanssvacuasnaensuasuasea duacvavnavactasdavnaentuadualencvtententavsaevaceneats 131 Organization Wide Permission Sets iscssscscsscksesssessseestustuentueteesensvesecsseavenes vebvoresetensedevschesensedscensva ses stevseesensedaaesvudeeveseueonsens 132 User Sharing Pilots cesccttsiseiectsdtcusng cast n E E A EATEN AENEA OE EE E E TOETA 135 Visual Workflow Embhanicenne ints scsi ciscisecectscvacstevsisstecencvsedeesev
186. is a read only object linking a ForecastingItem with its opportunities such as opportunities that share the same owner or forecast category and have a closing date within the period of the forecasting item Available in API versions 26 0 and greater ForecastingItem This is a read only object used for individual forecast amounts Users see amounts based on their perspectives and forecast roles The amounts users see include one of the following AmountWithoutAdjustments AmountWithoutManagerAdjustment ForecastAmount OwnerOnlyAmount Changed Objects These objects have changed in API version 26 0 The SiteDomain object has been deprecated Use the Domain and DomainSite objects instead 160 Developer Console Enhancements API Enhancements Inthe Event object the WhatCount and WhoCount fields have been added In addition you can update only the IsReminderSet and ReminderDateTime fields of a child event See Event and EventAttendee Object Changes In the ForecastingQuota object the StartDate field now includes nillable In the KnowledgeArticleVersion object the ArticleType field has been added Inthe OpportunityTeamMember object the CurrencyIsoCode field has been added In addition this object now supports describeLayout and describeSObjects calls Inthe PermissionSet object the UserLicenseld field is now nillable In the Idea object the IdeaThemelID field has been added Inthe Case object the CreatorFullPho
187. isualforce pages to API version 26 0 to enable the new behavior It s a best practice to verify that a variable isn t nul1 before using it For example change the previous expression to currentReservations null amp amp maxReservations null amp amp currentReservations lt maxReservations Alternatively ensure that variables properties and attributes can t be nu11 For example initialize member variables set the default attribute on lt apex attribute gt and so on am Note This change affects Visualforce expression evaluation only Formula evaluation in custom fields is unchanged A Restrictions and Validation on Help URLs in lt apex sectionHeader gt New restrictions and validations for the help attribute of lt apex sect ionHeader gt address a security vulnerability with this component A help URL must now be a fully qualified absolute or relative URL JavaScript URLs are no longer permitted This change is not versioned and affects all Visualforce pages Existing pages with invalid help URLs will now display a warning icon instead of the usual Help for this Page link Push Major Upgrade Available in Developer Edition To push an upgrade Upload AppExchange Packages a Note This feature is available only to eligible salesforce com partners For more information on the Partner Program including eligibility requirements please visit us at www salesforce com partne
188. k a E Sent Items Deleted Items 1 one Johannes Kienzle amp Calendar good news 83 Contacts N g Madison Rigsby Fri 7 27 Teresa Monroe GW Journal RE Business trip to San Francisco n Junk E mail SVP Operations la Notes Acme itl A Outbox tmon expresslandt com BS RSS Feeds P 503 421 7800 ire Search Folders M 503 421 5451 xg Suggested Contacts View Contact in Salesforce p Sync Issues Bj Tasks Open Activities Activity History Opportunities 25k Regulators Q7 Close Date 8 16 12 Value Proposition 500 Monitors Close Date 8 10 12 Prospecting Jon Amos ME Edna Frank it ABM daa o Feedback Items 2 Reminders 12 All folders are up to date Connected to Microsoft Exchang 4 1 Users can see the contacts leads activities and opportunities to which they ve added emails Your users can also click the search icon E to find other contacts leads accounts and opportunities and then add emails to them There s even a collapse icon to hide the side panel 2 The side panel displays contacts and leads based on the order they appear in the From To and Cc fields in your users emails Users can view Contacts and their related activities and opportunities e Leads and their related activities If you have the Social Accounts and Contacts feature enabled in Salesforce the side panel displays either Facebook or Twitter profile pictures for contacts a
189. kage Get the permission sets that have access to those pages Get the list of profiles associated with those permission sets Get the list of users who have those profiles assigned Assign the permission set in the new package to those users global class PostInstallClass implements InstallHandler global void onInstall InstallContext context Get the Id of the Visualforce pages List lt ApexPage gt pagesList SELECT Id FROM ApexPage WHERE NamespacePrefix TestPackage AND Name vfpagel Get the permission sets that have access to those pages List lt SetupEntityAccess gt setupEntityAccessList SELECT Id ParentId SetupEntitylId SetupEntityType FROM SetupEntityAccess where SetupEntityld IN pagesList Set lt ID gt PermissionSetList new Set lt ID gt for SetupEntityAccess sea setupEntityAccessList PermissionSetList add sea ParentId List lt PermissionSet gt PermissionSetWithProfilelIdList SELECT id Name IsOwnedByProfile Profile Name ProfileId FROM PermissionSet where IsOwnedByProfile true AND Id IN PermissionSetList 205 Developer Console Enhancements Push Major Upgrade Get the list of profiles associated with those permission sets Set lt ID gt ProfileList new Set lt ID gt for PermissionSet per PermissionSetWithProfilelIdList ProfileList add per Profileld Get the list of users who have those profiles assigned List lt User
190. l account To achieve the above requirements you can set the default internal and external access to Private and extend access using sharing rules manual sharing or user permissions Employees can be granted the View All Users permission This graphic illustrates how the organization wide defaults work with sharing rules manual sharing and the View All Users permission Employees Agents Sharing rules group to group let agents see employees i a oe Ba a J a 2 Internal users View All Users Sharing rules group to permission lets group enable agents to see employees see all other relevant agents internal and extemal users Private organization wide default Manual sharing lets agents see relevant customers External users Customers High volume portal users under the same portal account can see each other 136 User Sharing Pilot User Sharing Overview You can set the sharing defaults to Private or Public Read Only for internal and external user records It must be set to Private if at least one user shouldn t see a record After setting the defaults you can open up access by granting Read Write or Read Only access to selected user records To set the organization wide sharing defaults for the user object 1 Click Your Name gt Setup gt Security Controls gt Sharing Settings 2 Click Edit in the Organization Wide Defaults area 3 Select the default internal and external access you wan
191. laborate with coworkers wu Rk WN Work with real time data by refreshing desired areas of Salesforce Touch Salesforce Touch Enhancements in this Release Salesforce Touch is generally available in Winter 13 This release includes these enhancements There are now two versions of Salesforce Touch to choose from In addition to the mobile browser app that runs in the Safari on iPad web browser there s also a downloadable app that s available from the Apple App Store or AppExchange Mobile and installs directly on your iPad TheEnable Salesforce Touch for all users option on the Salesforce Touch Settings page in the full site Your Name gt Setup gt Mobile Administration gt Salesforce Touch gt Settings has been renamed Enable the Salesforce 92 Mobile Salesforce Touch Touch mobile browser app This option now controls whether or not users are automatically redirected to Salesforce Touch when logging in to Salesforce from the Safari on iPad web browser The setting applies to all users in your organization and is off by default The Salesforce Touch Settings page also includes a new option called Enable the Salesforce Touch downloadable app This option allows users to log in to the Salesforce Touch app that users download and install on their mobile devices It applies to all users in your organization and is enabled by default You can now mention people in Chatter posts and comments There s a small label c
192. lationship between each filter 6 Inthe Share with line specify the group who should have access to the user records Select a category from the first drop down list and a set of users from the second drop down list or lookup field 7 Select the sharing access setting for users Read Only Users can view but not update records Read Write Users can view and update records High volume portal users and guest users cannot be included in sharing rules Use manual sharing when sharing high volume portal users and guest users with internal users Granting Access to User Records Manually To grant access to your own user record View All Users To grant access to any other user record Manage Users Users can manually grant or increase access to user records if others cannot access it through other methods such as the organization wide defaults sharing rules or role hierarchy Users inherit the same access as users below them in the role hierarchy High volume portal users can be included in manual shares to be shared with other users To grant access to a user record 1 Click Sharing on the user record you want to share The Sharing Detail page lists the users groups roles and territories that have access to the user record 2 Click Add 3 From the drop down list select the group user role or territory to share with 138 Visual Workflow Enhancements Search Controls in the Cloud Flow Designer 4 C
193. lds and delivers customer San Francisco CA 94105 aje c olelF elHlila K L M N olPlalRis T ulv w x yY Zz Other AM W Details Mr Marc Benioff z Action Account Name t Billing State Province Phone Type Edit Dei Acme NY 212 555 5555 Prospect Mr Marc Benioff Oey ee E Edit Del Global Media Ontario 905 555 1212 Prospect Edit Del salesforce com CA 415 901 7000 Customer Boase u f show Feed Folow Interaction Log 5 Save Log Save amp New Log Name Mr Marc Benioff v as Account salesforce com Enter your notes here o Subject Navigator tab Primary tabs Subtabs Pinned list nk WN Interaction log Saving User Sessions for a Service Cloud Console Available in Enterprise Unlimited and Developer Editions with the Service Cloud To save user sessions for a Service Cloud console Customize Application Ifa Service Cloud console is set up you can choose to save user sessions so that when console users close their browsers or log out of Salesforce any previously open navigator tabs primary tabs or subtabs automatically display when they log in again Additionally if console users resize an interaction log or any sidebar components such as pinned lists or they close the global search header those customizations automatically display when users log in again This helps users to continue working from where they last left off in a console without having to start fro
194. lds to better fit your organization s activity patterns You can now tailor how Chatter influence is calculated for your organization by specifying the minimum activity before users are included in the calculation Customizing Chatter Influence Customize Chatter activity thresholds to improve the Chatter influence calculation Available in Group Professional Enterprise Unlimited Contact Manager and Developer Editions To customize Chatter influence Customize Application 1 Click Your Name gt Setup gt Customize gt Chatter gt Influence 2 Click Edit to change the minimum activity thresholds All minimum activity thresholds default to zero If you set non zero thresholds users who don t meet all three minimums are considered observers and aren t counted when calculating people s relative rank in the organization Users who do meet all three minimums but have low activity numbers relative to active influencers and top influencers are also considered observers however they are counted when calculating influence 27 Chatter Improved Posting Experience 3 Click Save Chatter influence is recalculated when you save these values a Warning Use caution when setting new thresholds because users influence levels can change immediately Improved Posting Experience Weve made posting even easier You can now post to your followers or to any group you re a member of directly from the Home tab Chatter tab or yo
195. lesforce Salesforce records are matched with Data com records and cleaned either manually or with automated jobs Understanding Data com to Salesforce Custom Field Mapping Data com available in Contact Manager Developer Enterprise Group and Professional Editions Data com available for an additional cost in Unlimited Edition Data com Clean available in Developer Enterprise and Professional Editions Data com Clean available for an additional cost in Unlimited Edition Create custom mappings from Data com fields to Salesforce account contact and lead fields to get Data com values in the Salesforce fields where you want them Not all Data com fields are available for all Salesforce fields To be mappable the new Salesforce field must be the same data type as the default field For example the Description field can be mapped to a long text area field with 1 000 characters or more Custom field mappings apply when Data com records are added to Salesforce Salesforce records are matched with Data com records and cleaned either manually or with automated jobs Before you map fields make sure you understand these potential outcomes and the related actions you should take Mapping fields or updating mappings forces a full sync with Data com all records of enabled CRM objects accounts contacts and leads are updated even if no records have changed Data com field mappings may conflict with any Salesforce field customiza
196. lforce charting offers enhanced rendering control including delayed loading of data reloading data showing and hiding charts and support for re rendering charts via partial page refreshes Rendering controls are generally used in conjunction with JavaScript Remoting The lt apex chart gt component now supports setting the height and width attributes as percentages in addition to pixels Use pixels for consistent sizing and behavior across browsers and screen sizes Use percentages when the size of your chart should vary with the screen size or when the data set can produce very large and small charts 194 Developer Console Enhancements Additional Visualforce Enhancements Compatibility with Charting Pilot Charts created using the Pilot version of Visualforce charting are compatible with the GA version of charting with these exceptions The border attribute is no longer available on the lt apex chart gt component Remove the border attribute from any charts that used it The change in the default color scheme means that the visual appearance of existing charts will change Additional Visualforce Enhancements Available in Group Professional Enterprise Unlimited and Developer Editions Custom controllers and standard controller extensions are not supported in Group or Professional Editions To create edit and set version settings for Visualforce pages Customize Application To edit custom Visualforce contr
197. lick Approved Connections You can view and remove your approved connections on this page but you can t add them directly Removing an approved connection means that you re revoking the external application s access to your data in Chatter The next time you access the external application you won t be able to connect using the previously authorized login Warning Only click Remove if you re sure you want to revoke the connection There is no confirmation step and the approved connection is removed immediately To restore a connection that you ve removed simply create the connection again the next time you access the external application After you authorize the connection it s saved as a new approved connection Google Talk in Salesforce No Longer Supported By Google Deactivating Google Talk Customize Application Google is constantly changing and evolving their technology infrastructure As a result of these changes the Google Talk sidebar is no longer available within Salesforce To deactivate Google Talk in Salesforce 1 Click Your Name gt Setup gt Google Apps gt Settings 2 In the Activate Google Apps Services list next to the Google Talk Sidebar Component option click Edit 34 Additional Chatter Enhancements Unfollow Unused Record Subscriptions 3 Deselect the Active checkbox 4 Click Save For alternative ways to use Google Talk see the Google Talk online help Unfollow Unused Record Subscr
198. limited and Developer Editions Encourage Collaboration with Idea Themes 3 30 minutes You asked for it This enhancement is from an idea on the IdeaExchange Idea Themes lets you invite community members to post ideas about specific topics so that members can solve problems or propose innovations for your company For example to engage with your community and create excitement around the launch of a new product you can ask community members to work together to create the product s name Community members collaborate and add ideas to the idea theme while you monitor their activities as they vote and comment on each other s ideas until they find a winner When you create an idea theme you can add pictures videos and other multimedia content to showcase or explain the idea that you re presenting to the community You can also view and manage the list of ideas that have been posted to the idea theme Idea Theme Edit Layout Printable View Help for this Page Q Pick the color for our new Spider Laptop Idea Theme Detail Edit Delete Clone Status New Community Spider Laptops Categories Laptop Design Title Pick the color for our new Spider Laptop Description What colors would you like to see for our new line of laptops passia Edit Delete Clone g Ideas Post an Idea Posted By Vote Score Comments Edit Del mall for primary colors noupta 20 1 Edit Del White an re an industry standard kadams 20 o
199. lly refresh a form with inline edit enabled dependent picklists lt apex form gt lt other form elements gt lt apex outputPanel id locationPicker gt lt apex outputField value Location country gt lt apex inlineEditSupport event ondb1lClick gt lt apex outputField gt lt apex outputField value Location state gt lt apex inlineEditSupport event ondb1lClick gt lt apex outputField gt lt apex outputField value Location city gt lt apex inlineEditSupport event ondb1Click gt lt apex outputField gt lt apex outputPanel gt Ves poe SS lt apex commandButton value Refresh Picklists reRender locationPicker gt lt apex form gt All of the inline edit enabled picklists are wrapped in the lt apex output Pane1 gt component The lt apex output Panel gt is rerendered when the lt apex commandButton gt action method is fired Map Attributes for Custom Components It s now possible to assign maps to attributes of custom components Declare the map attribute like this lt apex component gt lt Attribute definitions gt lt apex attribute name items description A map of items to be listed type map required true gt lt Component implementation gt lt ul gt lt apex repeat value items var itemKey gt lt li gt lt strong gt itemKey lt strong gt items itemKey lt li gt lt apex repeat gt lt ul gt lt apex co
200. louts Using Static Resources You can test HTTP callouts by specifying the body of the response you d like to receive in a static resource and using one of two built in classes Stat icResourceCalloutMock or MultiStaticResourceCalloutMock Testing HTTP Callouts Using Stat icResourceCalloutMock Apex provides the built in Stat icResourceCalloutMock class that you can use to test callouts by specifying the response body in a static resource When using this class you don t have to provide your own implementation of the HttpCalloutMock interface Instead just create an instance of Stat icResourceCalloutMock and set the static resource to use for the response body along with other response properties like the status code and content type First you must create a static resource from a text file to contain the response body 1 Create a text file that contains the response body to return The response body can be an arbitrary string but it must match the content type if specified For example if your response has no content type specified the file can include the arbitrary string abc If you specify a content type of application json for the response the file content should be a JSON string such as hah fooled you 2 Create a static resource for the text file a Click Your Name gt Setup gt Develop gt Static Resources and then New Static Resource b Name your static resource c Choose the file to upload d Click Save
201. m Data com The Clean Status field reflects the record s current status and its time stamp is updated to reflect your activity am Note If you click Cancel your Salesforce record s data won t be updated but if Data com finds a better match for the record the values in its Clean Status and Data com Key fields may change These two fields always reflect the best match from Data com as of the most recent clean process whether the record was cleaned manually by you or automatically via Clean jobs 124 D amp B Companies D amp B Companies User Features and Enhancements If your organization uses Data com Premium and you ve cleaned an account or lead record that doesn t yet have a D amp B Company record linked to it Salesforce will create a D amp B Company record if available and link it when you click Save The next time you open the comparison page the linked record will be identified by its D U N S Number in the D amp B Company Record Linked field Finding and Adding Data com Accounts by Global Ultimate D U N S Number Data com available in Contact Manager Developer Enterprise Group and Professional Editions Data com available for an additional cost in Unlimited Edition Data com Clean available in Developer Enterprise and Professional Editions Data com Clean available for an additional cost in Unlimited Edition To add accounts from Data com Create on accounts If you use Data com Premium you can searc
202. m Now Come with Clean Enabled In Summer 12 when you implemented Data com Corporate or Data com Premium you had to enable Clean functionality before your users could manually clean account contact and lead records With Winter 13 we ve eliminated that extra step and enabled Clean for you To take a look just go to Your Name gt Setup gt Data com Administration gt Clean gt Settings For complete details check out Configuring Data com Corporate Configuring Data com Premium in the Salesforce help am Note To get automated clean jobs you need to purchase the Data com Clean product Data com Clean User Features and Enhancements Check out these new Data com Clean user features for Winter 713 When you add a Data com contact as a lead or clean a lead record if Data com has a D amp B record for the lead s company we ll create a D amp B Company record and link it to the lead through its D amp B Company field Read the D amp B Companies section of these release notes for more information about D amp B Company records added to leads Our definition of Inactive now includes the D amp B designation of non marketable This may cause you to see more records with Inactive status 113 Data com Clean Data com Clean User Features and Enhancements Adding Data com Contacts as Leads Data com available in Contact Manager Developer Enterprise Group and Professional Editions Data com available for an additio
203. m reports and two corresponding dashboards Use these tools to find out how many records are sourced from Data com who has added them and when and how they contribute to your sales forecast and revenue Important Considerations for Organizations Using Jigsaw for Salesforce Jigsaw for Salesforce is an older version of the product that is no longer for sale It provides similar search add and clean functionality but it works differently from the Data com product suite built in to Salesforce The Salesforce online help and release notes describe the built in Data com Corporate and Premium products only not Jigsaw for Salesforce If your organization is still using Jigsaw for Salesforce you should consider migrating to the built in Data com product suite for your prospecting and cleaning needs For information please contact your Salesforce account manager 102 Data com Data com Administrator Features and Enhancements Important You should not attempt to migrate to the built in Data com Clean product without having first purchased it through your Salesforce account manager If you attempt to enable the built in Data com Clean product without purchasing it you ll see an error message Your organization does not currently have the permission to run Clean jobs DATA COM Data com Administrator Features and Enhancements Setting up and maintaining Data com has never been easier In Winter 13 we bring you the following new features
204. m scratch 1 Click Your Name gt Setup gt Create gt Apps 2 Select a Service Cloud console app 3 Click Edit 4 Click Save User Sessions 5 Click Save 80 Salesforce Knowledge Minor Salesforce Knowledge Enhancements Repeat these steps for each console SALESFORCE KNOWLEDGE Minor Salesforce Knowledge Enhancements The following Salesforce Knowledge enhancements are available in Winter 13 For easier editing the HTML field in the article editor is now the full width of your display Salesforce Knowledge article URLs within communities have changed Reset any community article links or bookmarks you saved before Winter 13 API Access Article Type Using the API developers now have programmatic access to article type in both the master and translated versions This access allows developers to run reports on specific article versions In Winter 13 the following field has been added to the KnowledgeArticleVersion object ArticleType Indicates the API Name of the article type The ArticleType is assigned to the article when it s created You can t change the value of this field This field is available in API version 26 0 and later am Note These fields appear on the article object For example if you have an article type called FAQ the article object with the field is FAQ_ kav _ 81 Salesforce Knowledge Mail Merge Template Available for Articles Mail Merge Template Available for Art
205. mponent gt You don t need to declare the specific data types for the map collection contents it will be determined at runtime Dynamic References to Lists and Maps with lt apex inputText gt Use dynamic references to lists and maps in an lt apex inputText gt tag to create forms using data that isn t in your organization s custom objects Working with a single map can be much simpler than creating a series of instance variables in an Apex controller or creating a custom object just for the form data 200 Developer Console Enhancements Additional Visualforce Enhancements Here s a Visualforce page that uses a map to hold form data for processing by a custom controller lt apex page controller ListsMapsController gt lt apex outputPanel id box layout block gt lt apex pageMessages gt lt apex form gt lt apex repeat value inputFields var fieldKey gt lt apex outputText value fieldKey gt lt apex inputText value inputFields fieldKey gt lt br gt lt apex repeat gt lt apex commandButton action submitFieldData value Submit id button rerender box gt lt apex form gt lt apex outputPanel gt lt apex page gt And here s a simple controller that works with the form public class ListsMapsController public Map lt String String gt inputFields get set public ListsMapsController inputFields new Map lt String String gt firstName gt Jonny
206. multiple contacts to a task You can t create recurring tasks or change the details for recurring tasks Spell checking the Comments fields isn t available You can t add attachments You can t send notification emails You can t set task reminders SSR PS ER RIE IES AAS AIS IATA S Lookup Fields Enhanced lookups aren t supported so you can t use wildcards in lookup searches and you can t sort filter and page through search results s lt Dependent lookups aren t supported Lookup filters aren t respected so lookup search results aren t restricted in any way You may wind up selecting an item that isn t valid for your organization resulting in an error message when you save your record Phone Number Salesforce Touch doesn t apply any formatting to numbers entered in phone Fields number fields so if you enter 4155551212 that s how the phone number is displayed when you view the record Picklist Fields Controlling and dependent picklists are supported but Salesforce Touch doesn t display indicators on create and edit pages for these fields To determine if a picklist field is dependent and which picklist field controls it switch to the full site Text Area Fields Text area fields aren t scrollable in this release To access text that isn t visible in y y the field tap the field to display the keyboard then touch and hold to bring up 97 Mobile Salesforce Mobile SDK the magnifying
207. n 26 0 to enable this feature HTML Comments and IE Conditional Comments Visualforce removes most HTML and XML comments from the page before rendering without processing their contents Internet Explorer conditional comments however wi be rendered allowing you to include IE specific resources and meta tags Internet Explorer conditional comments are most commonly used to address browser compatibility issues generally with older versions of IE Although conditional comments work wherever they are used on the page they are frequently placed inside the page s lt head gt tags where they can be used to include version specific stylesheets or JavaScript compatibility shims To place conditional comments inside a page s lt head gt tag disable the standard Salesforce header sidebar and stylesheets and add your own lt head gt and lt body gt tags lt apex page docType html1 5 0 showHeader false standardStylesheets false gt lt head gt lt Base styles gt lt apex stylesheet value URLFOR SResource BrowserCompatibility css style css gt lt le Iie ia 7S lt script type text javascript src URLFOR SResource BrowserCompatibility js obsolete ie shim js gt Sj Seieijone gt 198 Developer Console Enhancements Additional Visualforce Enhancements lt link rel stylesheet type text css href URLFOR Resource BrowserCompatibility css ie old styles css gt Men
208. n create different page layouts to display Questions By adding custom buttons and links to the Questions detail page you can add external URLs and access to applications and other modules See Customizing Page Layouts and Understanding Buttons and Links in the online help Format Text and Add Photos to Questions Available in Enterprise and Unlimited Editions In Winter 13 administrators can give community members access to a rich text editor enabling them to format text and add images when posting questions Images can be up to 32 KB in size 71 Ideas API Access to Names and Photos from the Feed API Access to Names and Photos from the Feed Available in Enterprise and Unlimited Editions Using the API developers have programmatic access to a portal user s first and last name profile photo and thumbnail photo from the feed enabling them to create a customized view of feed items In Winter 13 the following fields have been added to the Case CaseComments Question and Reply objects CreatorFullPhotoUrl URL of the user s profile photo from the feed Chatter Answers must be enabled to view this field CreatorName Name of the user who posted the question or reply Only the first name of internal users agents appears to portal users in the feed Chatter Answers must be enabled to view this field CreatorSmallPhotoUrl URL of the user s thumbnail photo from the feed Chatter Answers must be enabled to
209. n properties As of version 26 0 all responses are identical in both the JSON and XML versions The FeedItem response body event property The Comment response body isDeletable property New and Changed Request Bodies The File Input request body incorrectly listed the description parameter The correct name of the parameter is desc Feed Poll is a new input body for voting on polls In the Feed Item Input request body the attachment property now takes a new input body Attachment Input Feed Poll for creating a new poll associated with the feed item Note that the Feed Item body property is used for the poll question in these feed items 38 SALES FORECASTS ENHANCEMENTS Use Chatter People Hovers Rep Hovers Available in Professional Enterprise Unlimited and Developer Editions To use Forecasts Allow Forecasting To enable Chatter Customize Application 2m Note This information applies to the Forecasts product beginning with the Winter 12 release and not to Customizable Forecasts Now you can use Chatter to connect with your colleagues right from within your forecast with Rep Hovers on Forecasts Users must have Chatter enabled and be forecast managers to use this functionality 9 Jump to Gordon Johnson Forecast Quota Tot Renee Moreau Sales Manager ec W Following S Send a message F Renee Moreau Details gt a 1 Hover over a subordinate s name A
210. nal cost in Unlimited Edition Danem Clean available in Developer Enterprise and Professional Editions Data com Clean available for an additional cost in Unlimited Edition To add Data com contacts as leads Create on leads Need leads Get them from Data com First search for contacts then add the contacts you want to Salesforce as leads Records you ve already added from Data com won t be added again unless the record has been deleted from Salesforce or your organization allows duplicates If you use Data com Premium when you add a lead from Data com a corresponding D amp B Company record if one exists in Data com is automatically created in Salesforce and linked to the lead record via its D amp B Company field 1 Search for contacts 2 Select the contacts you want to add and click Add to Salesforce 3 Select Leads to add the records as leads and click Continue a Note If one or more records can t be added to Salesforce because of errors we ll notify you and provide a csv file with the error details i 4 Click Go to Leads to view the list of new records on the Leads home page 114 Data com Clean Data com Clean User Features and Enhancements Cleaning Records Manually With Data com Clean Data com available in Contact Manager Developer Enterprise Group and Professional Editions Data com available for an additional cost in Unlimited Edition Data com Clean available in Developer Enterprise and
211. nd leads Data com Premium Data com Clean Product Prevent Data com Clean auto updates for account contact and lead records Data com Clean product The Data com Clean product is now automatically enabled Data com Clean product Our definition of Inactive now includes the D amp B designation of non marketable Data com Corporate and Premium Clean is automatically enabled for Data com Corporate and Premium 15 Summary of Winter 13 Features and Impact on Salesforce Users Data com Premium D amp B Companies for Leads GA Data com Premium Set up D amp B Companies for leads Data com Premium Data com Clean Product Set Up D amp B Company Clean jobs Data com Premium Get D amp B Company records if available when you add Data com contacts as leads Data com Premium Get D amp B Company records if available when you clean leads Data com Premium Find and add Data com Accounts by Global Ultimate D U N S Number Site com Enhancements Page Breadcrumbs Updated Menu Source Options Page Visibility in Menus and Breadcrumbs Site Map Links i Cascading Editability i Default Content in Editable Page Elements K 16 Force com Enhancements Improved Linking in Data Elements New Status Column Nested Templates Renamed Child Templates Repeaters and Repeater Elements Renamed Force com Enhancements Permission Set
212. nd leads that maintain profile pictures on those sites 3 Additional contacts and leads from your users emails appear which your users can select to display contact and lead details along with related activities and opportunities Considerations for Using the Salesforce Side Panel It s important that you understand the following details before you enable the side panel for your users When you enable the Salesforce Side Panel the Add Emails button no longer appears directly in Outlook Instead your users can click to add emails to either one contact and one account or opportunity or one lead only 49 Salesforce for Outlook Enhancements Viewing Your Salesforce World in Microsoft Outlook Beta In addition the Send and Add button no longer appears in individual Outlook emails that your users send For this beta release we don t offer a Send and Add feature Supported browsers include Microsoft Internet Explorer 8 or later The DELETE function in the search box is inactive To modify search entries users can either press BACKSPACE or click Done and then search again Enabling the Salesforce Side Panel 1 Click Your Name gt Setup gt Desktop Administration gt Outlook Configurations 2 Either create a new Outlook configuration or edit an existing one 3 Select Side Panel Data Settings TE Overwrite configuration changes made by users Email When you select Side Panel and Add Email th
213. ng navigation menus for site pages Use Other Map has been renamed to Landing Pages to better identify which pages it refers to We also added two new options that let you choose from a wider array of site pages for your menu Child Pages Create a menu using the child pages of the current page Sibling Pages Create a menu using all the pages that share the same parent as the current page Page Visibility in Menus and Breadcrumbs Available for purchase in Enterprise and Unlimited Editions Available with limitations in Developer Edition In Winter 13 we added a new checkbox to help you customize your navigation elements You can hide a page in menus breadcrumbs and the site map by selecting the Hide Page checkbox found on the Properties pane for each page This setting also prevents website visitors from accessing the page s direct URL By default all pages are visible 127 Site com Site Map Links Site Map Links Available for purchase in Enterprise and Unlimited Editions Available with limitations in Developer Edition Now pages aren t the only things you can assign to your site map Add internal or external URLs to your site map to customize your navigation menus and breadcrumbs To create a site map link click New in the Site Pages view on the Overview tab and select Site Map Link Give it a name type in a URL and you re off Site map links are automatically included in navigation menus and breadcrumbs
214. nique are encouraged to change their pages to use true IE conditional comments now that they are supported Inline Editing for Dependent Picklists You asked for it This enhancement is from an idea on the IdeaExchange Dependent picklists support inline editing To enable inline editing on the controlling or dependent lt apex outputField gt add an lt apex inlineEditSupport gt child component to the field lt apex form gt lt apex outputField value Location country gt lt apex inlineEditSupport event ondb1Click gt lt apex outputField gt lt apex outputField value Location state gt lt apex inlineEditSupport event ondb1lClick gt lt apex outputField gt lt apex outputField value Location city gt lt apex inlineEditSupport event ondb1Click gt lt apex outputField gt lt apex form gt 199 Developer Console Enhancements Additional Visualforce Enhancements Pages must include the controlling field for a dependent picklist that is inline edit enabled Failing to include the controlling field on the page causes a runtime error when the page is displayed If you combine inline edit enabled dependent picklists with Ajax style partial page refreshes refresh all fields with dependent or controlling relationships to each other as one group Refreshing fields individually isn t recommended and might result in inconsistent undo redo behavior Here s an example of the recommended way to partia
215. nization has divisions enabled select this option to enable the custom object for divisions Divisions group records for simplified search results list views reports and other areas within Salesforce Salesforce adds a Division field to the custom object and if the custom object is the master in a master detail relationship any custom objects on the detail side also get the Division field and inherit their division from the master record Available for Customer Portal This option makes the custom object available through the Salesforce Customer Portal Security Enhancements Available in All Editions Winter 13 introduces several new features that enhance security Auth Providers Detect and Link to Existing Users The createUser method for the Auth RegistrationHandler class is now able to return existing users as well as new users It s no longer mandatory to create a new user when createUser is called The single sign on flow creates the link between the third party identity and the returned user then logs the user in Updated OAuth 2 0 Bearer Assertion Request Prior to Winter 13 when you requested a new access token with JWT or SAML in an OAuth bearer assertion request all your previous approvals containing a refresh token were examined If a matching approval was found a new access token was issued with the most recent matching approval s scopes If no prior approvals included a refresh token no approved scopes were availabl
216. nts and Data Repeaters respectively 130 FORCE COM Geolocation Custom Field Beta Available in All Editions To create or change custom fields Customize Application The geolocation custom field allows you to create a field that identifies a location by its latitude and longitude You can then use the geolocation field with the DISTANCE and GEOLOCATION formula functions to calculate distances between locations For example you can calculate the distance between two geolocation fields such as between the warehouse and the store or between a geolocation field and any fixed latitude longitude coordinates such as between the warehouse and 37 775 122 418 also known as San Francisco gm Note This is a beta release of geolocation and its functionality has known limitations outlined here To provide feedback on geolocation go to _IdeaExchange Geolocation Field Limitations Geolocation is a compound field that counts toward your organization s limits as three custom fields one for latitude one for longitude and one for internal use In this beta release support for the compound field geolocation vs the field s components latitude and longitude varies depending on the functionality youre using in Salesforce For example you can create list views that show the field and its components but you can t select the compound geolocation field in Apex you can only run SOQL queries on a geolocation fiel
217. ny Chatter API resources have been exposed and are directly accessible using Connect in Apex The Connect in Apex documentation is available in the Chatter REST API Developer s Guide 3 Note Connect in Apex is currently available through a pilot program For information on enabling Connect in Apex please contact your salesforce com representative New and Changed Resources The Bookmarks Resources topic contained an incorrect example of the Feed Items resource The correct example is chatter feed items 0D5D0000000IT r6zKAC isBookmarkedByCurrentUser true The new Connect resource returns the list of available resources for the organization The new Communities resources return information about all communities or the specified community The new Feed Items Feed Poll resource returns information about a feed poll associated with a specific feed item It can also be used to vote in a poll The new Files Information Batch resource returns file information for a list of file IDs The Files resource now accepts the following HTTP methods DELETE PATCH In addition PATCH has a new parameter title used to rename an existing file The Flat feed resource is no longer available for all feeds The Is Modified resource is now available Use this resource to poll a news feed to see if it s been updated or changed since the specified time and date chatter feeds news me is modified 3 Note Though the Is Modified res
218. o populate the test accounts isTest private class DataUtil static testmethod void testLoadData Load the test accounts from the static resource List lt sObject gt ls Test loadData Account sObjectType testAccounts Verify that all 3 test accounts were created System assert ls size 3 Get first test account Account al Account 1s 0 String acctName al Name System debug acctName Perform some testing using the test records Global Interface Method Implementations No Longer Need to Be Global When you implement methods of a global interface you can declare those methods as public or global in your class You re no longer required to declare them as global This gives you a choice of how much visibility you would like your method implementations to have If you re a package developer you can include an interface implementation in a package and make it inaccessible to the subscriber s org by declaring the class and methods as public For example the package can include a public batch implementation class with public methods that isn t visible to the subscriber This also applies to overriding global class methods The methods overriding global methods can be declared as public or global 182 Developer Console Enhancements Apex Code Enhancements This first example shows that global interface methods can be implemented as public methods The interface is listed first followed by the class th
219. ok then automatically adds another group of occurrences bringing the total future occurrences up to 100 again The schedule on which Salesforce adds these groups depends on the number of occurrences that passed and when users last synced as well as whether users changed any existing occurrences In addition when users set up recurring events in Outlook they must select the option End by Salesforce doesn t support recurring series set with the following options e Noend date End after Monthly occurrences Salesforce for Outlook doesn t support the following Outlook recurrence pattern options weekend day weekday Yearly occurrences Salesforce for Outlook lets your users set up events that recur every year If users enter a number other than 1 for the Recur every option in Outlook recurrence patterns Salesforce for Outlook won t sync the recurring series This mean that your users can set up yearly recurrences but not recurrences for every other year or every three years In addition Salesforce for Outlook doesn t support the following Outlook recurrence pattern options weekend day weekday Events lasting longer Salesforce doesn t support recurring events lasting longer than 24 hours than 24 hours 52 Salesforce for Outlook Enhancements Syncing Recurring Events Updates to events Salesforce doesn t notify attendees of meeting updates through email Instead Salesforce for Outlook updates attendees Salesfo
220. ollers or Apex Author Apex Visualforce includes the following enhancements in Winter 13 For detailed information on these enhancements refer to the Visualforce Developer s Guide support caseFeed Component The new support caseFeed component includes all of the standard Case Feed page elements the Email Portal Log a Call and Write Case Note publishers case activity feed feed filters and highlights panel You can use this component to create a version of the standard Case Feed page for certain users if your organization also wants to use Visualforce to create a customized Case Feed page for other users For example a company might want to create a highly customized Case Feed page that s tailored for field support agents using mobile devices while still allowing support agents in the contact center to use the standard Case Feed page The company would create two Visualforce pages one that uses support caseFeed assigned to agents working with desktop computers in the contact center and one that uses a custom combination of other Case Feed components assigned to field agents support caseFeed can only be used in organizations that have enabled Case Feed Chatter and feed tracking on cases For more information on using support caseFeed and the other Case Feed components see Customizing Case Feed with Visualforce 195 Developer Console Enhancements Additional Visualforce Enhancements NoSignIn Option for Chatter Ans
221. om Find Contacts Q Find Accounts CERET Company or Website i Location i No saved searches 2 United States California Industry 2 Software amp Internet Computers Search Reset Search Add to Salesforce w Export Results v Save Search 26 50of117625 lt lt Page 2 of4705 gt gt Name City State Country Location Type Active Contacts Updated FILTERS Expand All Collapse All Paypal Inc San Jose CA United States Headquarters 857 Last 6 Months Options paypal com 1 877 672 9725 Show Inactive Records Seagate Technology LLC Cupertino United States Headquarters Last 6 Months www sagate com Employees i 1 408 658 1000 Min to Max Xilinx Inc San Jose United States Headquarters Last 6 Months www xilinx com 1 408 559 7778 Revenue USD i y Twentieth Century Fox Film C Los Angeles United States Headquarters Last 6 Months Min to Max wwwfoxmovies com 1 310 369 1000 Location Type Polycom Inc Pleasanton United States Headquarters Last 6 Months F Branch www polycom com 1 925 924 6000 Headquarters PC Mall Inc Torrance United States Headquarters 6 Last 6 Months www pemall com 1 310 354 5600 E Single Location Ownershij p Sanmina SCI Corporation San Jose United States Headquarters 6 Last 6 Months E Public www sanmina com Private 1 408 964 3500 E Government Applied Materials Inc Santa Clara United States Headquarters Last 6 Months Other www appliedmaterials com 1 408
222. om object while keeping the object and its metadata intact for future use Truncating is useful for example if you have created a custom object and filled it with test records When you re done with the test data you can truncate the object to purge the test records but keep the object and put it into production This is much faster than batch deleting records and possibly recreating the object Truncating custom objects requires that you enable an organizational permission a Note You must turn on the truncate organization permission even if you had access to truncation in the pilot release z 211 Additional Force com Enhancements Retention Policy for Unused Sandboxes 1 Click Your Name gt Setup gt Customize gt User Interface 2 Select Enable Custom Object Truncate Truncating custom objects causes some irreversible changes to the truncated object and its records After enabling the truncate permission make sure you fully understand the implications of truncation before you use the feature See Truncating Custom Objects Overview in the online help for more information Retention Policy for Unused Sandboxes Available in Enterprise Unlimited and Database com Editions With Winter 13 sandboxes that no one has logged into for 180 days are now deleted Users who have created or most recently refreshed any sandbox for your organization will be notified prior to scheduling the sandbox for deletion They will get at le
223. om solution D amp B gives users integrated access to its trusted global database of millions of companies and corporate structures and over 70 fields of company information such as D U N S Number and NAICS industry codes directly in Salesforce D amp B Companies is available to organizations that purchase Data com Premium Here s how it works When you add an account or lead from Data com a corresponding D amp B Company record is automatically created and linked to that record via its D amp B Company field Just click the link to open the D amp B Company record and view the rich set of D amp B data including a Company Description field plus sections like Primary Data and Firmographic Data If the D amp B Company record is linked to an account the Accounts related list on the page links back to the account record For example if you add an account record for Starbucks when you open its record the D amp B Company field value is Starbucks Corporation The value is underlined to identify it as a link Just click the link to open the Starbucks Corporation D amp B Company record For accounts and leads not added from Data com those created manually for example if a corresponding D amp B Company record exists it is added to Salesforce and linked to the account or lead record the first time that record is cleaned If your company also uses the Data com Clean product you can use automated jobs to update your D amp B Company records 117
224. on This query now returns a single row containing 0 Note that this doesn t apply to COUNT when used without a field name Also queries using aggregate functions other than COUNT fieldName such as MAX returned an empty result set in some rare cases when no rows matched the filtering condition This query now returns a single row containing null SOSL Enhancements Use the Salesforce Object Search Language SOSL to perform text searches using Salesforce APIs SOSL Query Limits The SOSL statement character limit is now tied to the SOQL statement character limit defined for your organization By default SOQL and SOSL queries cannot exceed 10 000 characters However if your organization is participating in the pilot program that allows a higher SOQL query length limit of up to 20 000 characters the raised SOQL limit applies to SOSL queries as well For a full description of the SOSL query syntax see the Force com SOQL and SOSL Reference SOAP API Enhancements New Calls These calls are new in API version 26 0 describeSearchScopeOrder Use this call to retrieve an ordered list of objects in the global search scope of a logged in user The returned list reflects the object order in the user s default search scope and does not account for any pinned objects on the user s search results page This call is useful if you want to implement a custom search results page using the optimized global search scope You must enable Chatte
225. onfigurations For all other errors contact your system administrator who may need to contact Support 2 After the errors have been resolved try again to add the Data com records to Salesforce Improved Data com Reports AppExchange Package There have been several improvements to the Data com Reports AppExchange Package including modifications to a number of reports in order to provide more useful data Also numerous report names have been changed slightly to better align with the data in the report For a comprehensive list of the entire Data com Reports AppExchange Package see Using Data com Reports and Dashboards in the Salesforce online help Search by D U N S Number You can now search Salesforce by D U N S Number Just enter the 9 digit D U N S Number in the global search box and your search results will return any accounts or leads with that D U N S Number DATA COM CLEAN Data com Clean Administrator Features and Enhancements Winter 13 offers powerful new Clean features and ehnahcements If you use Data com Premium and the Data com Clean product you can now set up clean jobs to automatically update D amp B Company records linked to accounts and leads You can also map Data com fields to Salesforce account contact and lead fields When you export or clean records put Data com values in the Salesforce fields where you want them We now offer field level Clean settings for your accounts contacts and leads
226. or callouts made via the HTTP classes The new Test setMock method instructs the Apex runtime to handle callouts in test methods and to generate a mock response that you specify Testing HTTP Callouts To deploy or package Apex 75 of your code must have test coverage By default test methods don t support HTTP callouts and tests that perform callouts are skipped However you can enable HTTP callout testing by instructing Apex to generate mock responses in tests by calling Test setMock and by specifying the mock response in one of the following ways By implementing the HttpCalloutMock interface By using Static Resources with StaticResourceCalloutMock or MultiStaticResourceCalloutMock 171 Developer Console Enhancements Apex Code Enhancements Testing HTTP Callouts by Implementing the Ht tpCalloutMock Interface Provide an implementation for the HttpCalloutMock interface to specify the response sent in the respond method which the Apex runtime calls to send a response for a callout global class YourHttpCalloutMockImpl implements HttpCalloutMock global HTTPResponse respond HTTPRequest req Create a fake respons Set response values and return response wa Note The class that implements the HttpCalloutMock interface can be either global or public You can annotate this class with isTest since it will be used only in test context In this way you can exclude it from your organization s code size l
227. or iPhone and iPad Version 2 4 Generally Available Chatter for iPhone and iPad v2 4 is now generally available This release includes several enhancements to the Chatter mobile app Sharing Posts With the latest version of Chatter for iOS you can share public Chatter posts to your profile To share a post 1 In your feed tap the post you want to share rm ol 2 Tap at 3 Tap Share to my profile Comments Like and File Sharing This release makes it easier to collaborate from the mobile app by providing two new features for comments You can now e Like comments Attach files and photos to comments The process for adding files and photos to comments is exactly the same as adding them to posts Dashboard Snapshots In this version of Chatter for iOS you can view dashboard snapshots in your feed For more information about using Chatter on your device open the Chatter mobile app on your iPhone or iPad then tap Settings gt Help Installing the App Salesforce Chatter is available for download in the Apple App Store To use the Chatter for iOS v2 4 mobile app your iPhone or iPad must be running iOS 5 0 or higher and it must be connected to a WiFi or cellular network 99 Chatter for iPhone and iPad Version 2 4 Generally Available Mobile Upgrading the App You can upgrade to the latest version of Chatter for iOS by installing the pending update that appears in the App Store on your iPhone or iPad
228. ore you can search a log you must execute Apex statements to generate a log 1 To open the Developer Console Command Line Window choose Your Name gt Developer Console and press CTRL L 2 To execute Apex code and generate a log do one of the following To enter Apex statements at the command line type exec lt Apex statements gt For example type exec List lt Account gt accts new List lt Account gt for Integer i 0 i lt 20 itt Account a new Account name Account Name i accts add a To execute code that already exists in the Execute Apex Code window type exec r 3 To search for text in the debug log type find lt string gt For example type find Account Name View the search results in the command line window 4 To close the command line press CTRL L Navigating through Views To move left and right through views in a workspace click the view s tab or use these shortcuts Left CTRL Page Up Right CTRL Page Down Viewing Keyboard Shortcuts To see a list of Developer Console keyboard shortcuts press CTRL SHIFT Resuming Updates to the Developer Console After twenty minutes of inactivity the Developer Console stops polling for new logs test runs and heap dumps To resume updating the Developer Console click Resume Updates in the global toolbar of the Developer Console 156 Developer Console Enhancements Force com IDE Enhancements Force com IDE Enhanc
229. ortunity teams You must also delete any custom reports that include opportunity team information and uninstall any Apex packages that use opportunity teams 2 Click Your Name gt Setup gt Customize gt Opportunities gt Opportunity Teams Click Settings 4 Select Disable Team Selling and click Save ag 45 Opportunity Teams Enhancements Using Opportunity Teams 5 Select Yes at the prompt and click OK All opportunity teams assigned to opportunities and all default opportunity teams are permanently deleted a Note You can t disable team selling for your organization if team members are referenced in Apex For example if Apex code references the Team Member field represented as OpportunityTeamMember in the code team 1 selling cannot be disabled See Apex Code Overview Editing Multi Line Layouts for Opportunity Teams Available in Professional Enterprise Unlimited and Developer Editions To edit multi line layouts for opportunity teams Customize Application You can specify which fields appear on the Opportunity Team Member multi line page To view this page add a new member to an opportunity team Click Your Name gt Setup gt Customize gt Opportunities gt Opportunity Teams gt Page Layouts Next to the name of an opportunity team page layout click Edit Click Edit Multi Line Layout in the top right corner Move fields between Available Fields and Selected Fields a E To customize w
230. ose users may not otherwise have access All contacts related to an event on the event detail page if the administrator has added the Name related list to the event page layout The number of contacts related to an event when the Relation Count column is included in activity reports One row per contact for each activity in the Activities with Contacts report when the user selects at least one field from the related contact list An activity s primary contact in two reports Tasks and Events and Activities with Cases The primary contact also appears in the Name field on the event detail page Note __ The Activities with Contacts report displays all contacts related to an activity but doesn t indicate which is the primary contact 56 Shared Activities Enhancements Known Issue Involving API and Email Integration Compatibility Known Issue Involving API and Email Integration Compatibility Available in All Editions except Database com To view activity settings View Setup and Configuration a P gu To customize activity settings Customize Application Before you enable Shared Activities it s important you understand an issue that may impact administrators or developers using our API version 25 0 or earlier as well as users of two Salesforce email integration applications Administrator or API version 25 0 or earlier The API doesn t return events with multiple contacts related to Developer the ev
231. ot connected measurements on a linear grid 193 Developer Console Enhancements Visualforce Charting Generally Available T 2 T T 50 58 Torque Area charts are plotted on the same rectangular grid as the other linear data series charts You can combine multiple lt apex areaSeries gt lt apex barSeries gt lt apex lineSeries gt and lt apex scatterSeries gt charts in the same chart See the Visualforce Developer s Guide for complete details about scatter charts Additional Charting Improvements The default color scheme for Visualforce charts has been revised to better match the colors of the Salesforce reporting and analytics charts The new color scheme makes it easier to create visually consistent dashboards In addition to the new default color scheme most charting components support a colorSet attribute Use this attribute to control the colors in charts and data series Add HTML style hexadecimal colors to the attribute and the component cycles through them for each element For example lt apex barSeries orientation vertical axis left xField name yField datal colorSet 000000 FF0000 00FF00 0000FF FFFFOO 00FFFF FFOOFE colorsProgressWithinSeries true gt Most chart types have additional style customization options available through a data series component See the Visualforce Developer s Guide for details of each chart s options Visua
232. ource is generally available your organization may not have permission to use it automatically If you can t access this resource contact your salesforce com representative and ask about the Enabled Chatter Feed Polling permission The Users resource now returns recommendations for a specific action and key prefix The News Record To and User Profile Feed Items resources all have the following new POST request parameters 36 Additional Chatter Enhancements Chatter REST API Enhancements 0 isBookMarkedByCurrentUser parameter with POST to specify whether the new feed item should be bookmarked 0 pollChoicel through pollChoice10 The choices used to create a new feed item with a poll visibility parameter with POST to specify who can see the feed item am Note With Record Feed Item resources you can set visibility to InternalUser for records that are not groups or users At this time for all other feed item resources you can only set visibility toAllUsers The documentation incorrectly specified the return for the User Groups resource The correct return is the User Groups page response body New and Changed Response Bodies The Group Member response body incorrectly stated that the value of the id property was a user ID The correct value of the id property is a group membership ID The result property on the Batch Result Item response body now returns File response bodies for the resource chatter files batch
233. overlay the Field Settings tab provides an edit option for each choice You can now expand and collapse Palette sections and drop down menu sections by clicking anywhere in the section header Previously you had to click the arrowhead to expand or collapse a section You can use the keyboard to navigate drop down menus Use the RIGHT ARROW and LEFT ARROW to expand and collapse sections Use the UP ARROW and DOWN ARROW to move up and down in a menu 0 Press RETURN to select the highlighted item in a menu Selected elements on the canvas now have a green border and no special shading Previously selected elements were shaded blue Selected connectors are now green Previously selected connectors were colored red Merge Fields in Help Text and User Input Validation Messages Available in Enterprise Unlimited and Developer Editions You can now use merge fields in help text for screens and user input fields In the Cloud Flow Designer the help text editor includes a drop down menu for selecting merge fields Merge fields now also work correctly in error messages for user input validation If you added merge fields to error messages for user input validation in Summer 712 API version 25 0 or earlier releases open and save the flows in the Winter 13 Cloud Flow Designer to enable the merge fields to work correctly at runtime Desktop Flow Designer No Longer Supports New API Versions The desktop Flow Designer supports
234. ownloadable and mobile browser apps users can access either version of Salesforce Touch interchangeably Accessing Salesforce Touch The way users access Salesforce Touch depends on the versions that you ve enabled for your organization Salesforce Touch Downloadable App If you opt to keep the downloadable version of Salesforce Touch enabled users can download and install the app from the Apple App Store or AppExchange Mobile Once installed they can launch the app from the iPad Home screen and log in to their Salesforce accounts as they would normally By default the downloadable app connects to your production environment Note Ifyou disable the downloadable version of Salesforce Touch your users aren t blocked from downloading or installing the app Any attempts to log in to Salesforce from the app however will fail with an error message Salesforce Touch Mobile Browser App If you enable the mobile browser version of Salesforce Touch users simply access the mobile browser app by logging in to their Salesforce accounts from the Safari web browser Login sessions from iPad devices are automatically redirected to the mobile browser app Note Ifa user sees the full site instead of the mobile browser app verify that the Touch User checkbox in the user s Personal Information settings is selected You can access this information by selecting Your Name gt Setup gt Manage Users gt Users then clicking Edit next to th
235. ox automated jobs will not run for objects of that type 3 For each object you ve enabled select your clean preference Flag all differences per record to only identify fields whose values are different from Data com values Flag differences and auto fill blank fields to identify fields whose values are different and fiX blank fields with values from Data com e Customize settings field by field 4 Ifyou select the Customize option for any object you can select either Flag or Flag amp Auto Fill for individual fields 5 Ifyou want to clean D amp B Company records select the Enable Clean jobs for D amp B Companies checkbox 6 When you finish setting clean preferences for all the objects you want to clean click Save 119 D amp B Companies D amp B Companies User Features and Enhancements D amp B Companies User Features and Enhancements Here are the new user features for D amp B Companies With Data com Corporate and Premium products get D amp B Company fields on lead records With Premium get a linked D amp B Company record if available when you add or clean a lead record When you convert a lead D amp B Company data is transferred to the account and lead records that are created Ifyou use Data com Premium search Data com by Global Ultimate D U N S Number to see a list of accounts within an organization s corporate structure and then add those records to Salesforce Asem Files Accounts Contacts Leads R
236. pages you can create custom publishers that offer agents more functionality Here are some examples of custom publishers A Case Comment publisher that lets agents write comments on cases longer than the standard 1000 characters for case notes A Task publisher that lets agents create tasks related to a case An Entitlements publisher that shows the service level agreement SLA status such as past due on time or time to milestone on a case and lets agents mark milestones as complete You can use any Visualforce page that uses the standard case controller as a custom publisher For more information on creating Visualforce pages to use as custom publishers see Customizing Case Feed with Visualforce 62 Case Feed Enhancements New Feed Items Available in Case Feed New Feed Items Available in Case Feed Available in Enterprise Unlimited and Developer Editions Winter 13 introduces two new kinds of feed items in Case Feed Live Agent transcripts The transcript for each Live Agent chat session associated with a case appears in the feed for the case The feed item shows basic information about the chat and the first few lines of it Click More to see more of the chat directly in the feed or click View Transcript to see the full transcript record Social posts Facebook and Twitter posts associated with a case such as those created with Salesforce Social Hub appear in the feed To include these items in your f
237. password Now if you have SAML enabled you ll still see the SAML login but also the option to use your user name and password choice In addition if a third party Authentication Provider is enabled you ll get that choice too After you deploy your domain you set your login policy in My Domain Settings Clickjacking Protection Available You can enable protection against clickjack attacks also known as user interface redress attacks for non setup pages and your custom Visualforce pages Setup pages already include protection against clickjack attacks Click Your Name gt Setup gt Security Controls gt Session Settings to select Enable clickjack protection for non setup Salesforce pagesandEnable clickjack protection for non setup customer Visualforce pages It s possible that pages will either display as a blank page or without the frame if either of these settings is enabled and either of the following conditions exists e Your organization displays Salesforce com user interface pages within a frame or iframe You use custom Visualforce pages within a frame or iframe The behavior varies depending on your browser and its version To ensure that these pages will continue to work correctly in your organization discontinue displaying these pages within a frame or iframe Service Provider Initiated Request Binding If you re using My Domains you can chose the binding mechanism your identity provider requests for your SAML mess
238. pgraded The script must perform these tasks a For each new permission set choose an existing component whose user assignment needs to be copied b Find all profiles that can access that component c Assign the new permission sets to every user with those profiles sm Note The default permission sets for all standard profiles aren t editable Hence the post install script will trigger an exception if it tries to update one of these permission sets It s important that you create a new permission set to assign access to the new components in your package Sample Post Install Script for a Push Upgrade This section shows a sample post install script that automates the assignment of new components to existing users of a package For more information on writing a post install Apex script see Running Apex on Package Install Upgrade in the ISVforce Guide The sample script covers a scenario in which an ISV is upgrading subscribers to a new package version that contains new Visualforce pages and a new permission set that grants access to those pages After upgrading existing users of the package will not have access to the new pages by default The post install script resolves this problem by identifying which users have access to the Visualforce pages in the old version of the package and granting them access to the new pages The script performs the following actions Get the Id of the Visualforce pages in the old version of the pac
239. ple objl and obj2 are instances of MyClass if objl obj2 Do something if objl equals obj2 Do something Sample This sample shows how to implement the equals and hashCode methods The class that provides those methods is listed first It also contains a constructor that takes two Integers The second example is a code snippet that creates three objects of the class two of which have the same values Next map entries are added using the pair objects as keys The sample verifies that the map has only two entries since the entry that was added last has the same key as the first entry and hence overwrote it The sample then uses the operator which works as expected because the class implements equals Also some additional map operations are performed like checking whether the map contains certain keys and writing all keys and values to the debug log Finally the sample creates a set and adds the same objects to it It verifies that the set size is two since only two objects out of the three are unique public class PairNumbers Integer x y public PairNumbers Integer a Integer b x a y b public Boolean equals Object obj if obj instanceof PairNumbers PairNumbers p PairNumbers obj return x p x amp amp y p y return false public Integer hashCode msjeuien Sil s2 we This code snippet makes use of the PairNumbers class Map lt PairNumbers Str
240. ponents and Fields If the new version of your package includes new components or new fields in existing components existing users of the package won t automatically have access to the new components and fields after the upgrade This can limit them from using the new features you ve added or prevent older features from working properly By default any new components in your package are assigned only to administrators You have two options for ensuring that all users of the package have access to the new components and fields Notify administrators to assign the appropriate permissions to all users of the package We recommend this for any new features you re introducing This ensures administrators have the option of deciding if and when to make the new features available 204 Developer Console Enhancements Push Major Upgrade Assign the new components to existing users automatically using a post install Apex script We recommend this for enhancements to existing features This ensures all current users of the package can continue using it without explicit action by administrators To assign access to new components automatically you can use the following strategy 1 Create new permission sets that define the default access settings for all new components and fields 2 Include the new permission sets in the new package version 3 Write a post install Apex script to run automatically in the subscriber organization after the package is u
241. pproval process or has pending workflow actions For more information see Managing Approval Processes in the online help and Managing Workflow Rules in the online help Converting a lead to a person account won t trigger workflow rules When a lead is converted by someone who isn t the lead owner all workflow tasks associated with the lead that are assigned to that user except email alerts are reassigned to the lead owner Workflow tasks assigned to users other than the lead owner and lead converter aren t changed 123 D amp B Companies D amp B Companies User Features and Enhancements Cleaning Records Manually With Data com Clean Data com available in Contact Manager Developer Enterprise Group and Professional Editions Data com available for an additional cost in Unlimited Edition Data com Clean available in Developer Enterprise and Professional Editions Data com Clean available for an additional cost in Unlimited Edition To clean account records Edit on accounts To clean contact records Edit on contacts To clean lead records Edit on leads Use Data com Clean to make sure your CRM records are always up to date Clean works for a the account contact and lead records you have access to in Salesforce not just those you previously added from Data com If your organization uses Data com Premium and you clean an account or lead record that doesn t yet have a D amp B Compan
242. prise Unlimited and Developer Editions In Winter 13 customer service agents who are working in case feed can share an article from your public knowledge base or g 8 your p 8 public chatter answers site with a URL instead of emailing a large PDF X v How to Share Articles via URLs Email article as a PDF Share article link from Public KB Site Al Detach from case To allow your agents to share articles with public links Click Your Name gt Setup gt Customize gt Knowledge gt Settings Click Edit Under Case Settings select Allow users to share articles via public URLs Pwd In the Available Sites list select the sites you want to allow your agents to send URLs from and add them to the Selected sites list 5 Click Save From the case feed agents have the ability to share the article s link from any of the selected sites 83 Salesforce Knowledge Automatic Knowledge Filtering Beta Automatic Knowledge Filtering Beta Available in Enterprise Unlimited and Developer Editions In Winter 13 you can define which articles appear in the Article tab advanced search and the article sidebar component with data category mapping For example in the figure below as an agent enters case information the suggested articles sidebar is populated with relative articles Case Edit o _ Suggested Articles YQ 4 New Case Case Edit Save Save amp Close Save amp New New Article Title Most Viewed
243. quivalent to selecting all of them 2 Select one or more statuses from the Status list Not selecting any status is equivalent to selecting all of them 3 Click Apply to filter the list Click Clear to remove all the filters The history displays the following information in alphabetical order 208 Developer Console Enhancements Environment Hub Pilot While a push upgrade is in progress you can click Abort to stop it Start Date The scheduled start date and time of the push upgrade Status The status of the push upgrade whether scheduled in progress completed aborted or completed with failures Target The name of the organization the push upgrade went to For multiple organizations this field only lists the first organization in the queue followed by the number of the total selected organizations Clicking on this link provides you with more information about the target push upgrade and each individual organization The package version number that was pushed Environment Hub Pilot Available in Professional Enterprise Unlimited and Developer Editions om Note This feature is currently available through a pilot program For information on enabling it for your organization please contact salesforce com e Starting in Winter 13 you can use the Environment Hub to view details of all your Salesforce organizations from one central location This can make administration much easier especially for companie
244. r enhancements to the Developer Console Command Line Window Winter 13 adds a Command Line Window to the Developer Console Use the Command Line Window to execute anonymous Apex code and search the resulting debug log Usually you work with debug logs in a System Log view However at some points during development you might want to search the log for a specific term In this case use the Command Line Window Developer Console Command Line Reference To open the Developer Console Command Line Window choose Your Name gt Developer Console and press CTRL L To close the Developer Console Command Line Window press CTRL L Command Parameters Description commands None A list of all commands exec lt Apex statements gt lt Apex statements gt One or more Executes the lt Apex statements gt and Apex statements generates a log exec o r o Opens the Execute Anonymous window r Executes the code in the Execute Anonymous window and generates a log find lt string gt lt string gt A string of characters Searches the log for a string help None Explains how to get information about commands man lt command gt lt command gt A Command Line Displays the description of the command Window command 155 Developer Console Enhancements Additional Enhancements to the Developer Console Searching a Debug Log To search for text in a debug log use the Command Line Window in the Developer Console Bef
245. r organizations by using the search box and entering a term that filters based on an organization s name or ID Names can match by partial string but IDs must match exactly From the drop down list you can also filter based on the status of the push upgrade The list contains the following information specific to each organization in alphabetical order Duration The amount of time the push upgrade took Failure Type Lists the type of failure that occurred if any If the push upgrade did fail a possible explanation is provided in the collapsible section If the push upgrade was unsuccessful click Retry to try it again Organization ID The ID that uniquely identifies the organization to salesforce com Organization Name The name of the organization Clicking this name shows the upgrade history for the organization Start The scheduled start date and time of the push upgrade Status The status of the push upgrade whether scheduled in progress completed aborted or completed with failures Viewing Push Upgrade History To view the details of all push upgrades sent by your organization click Your Name gt Setup gt Create gt Packages click the name of the package you want to view then click Push Upgrades The Push Upgrade History page lists the status of all your pending and previous push upgrades To filter your push upgrade history 1 Select a version number from the drop down list Not selecting any version is e
246. r the process for enabling Shared Activities finishes you ll receive a confirmation email a gt Tip To check the status of the process for enabling Shared Activities view the Activity Settings page Salesforce provides helpful messages about both the status and what you need to do if the enabling process doesn t finish successfully Activity Rollup to Accounts for Contacts Ifyou create an activity and relate it to an account and a contact and that contact is related to a different account the activity rolls up to the contact s parent account For example The Sales Rep Call task is related directly to the Global Media account and also to the contact Ron Dean Ron Dean s parent account is HiTech Solutions The Sales Rep Call task appears in the Global Media account details and also in the HiTech Solution account details a Note This behavior occurs only when Shared Activities is enabled eee Event and EventAttendee Object Changes Important changes have been made to the Event and EventAttendee API objects Now any customer or partner can modify event attendees with the API These changes might impact existing Apex and API packages The EventAttendee object is no longer supported There is a new EventRelation object with fields to manipulate Whos Whats and invitees on events You can modify invitees on an event cm Note A Who isa related contact or lead and a What is a related record A
247. r to enable global search 164 Developer Console Enhancements API Enhancements sendEmailMessage Use this call to immediately send up to 10 draft email messages The ID specified must target EmailMessage objects whose Status is Draft Polymorphic Relationship Field Changes Developer Preview If your organization has the SOQL Polymorphism feature enabled polymorphic relationship fields which were previously defined as Names are now defined as sObjects in the Enterprise WSDL As an example you could now access the Owner field on a Merchandise__c custom object directly as an SObject as shown in the following Java snippet Merchandise c myMerch Merchandise _c queryRecord SObject merchOwner myMerch getOwner Cast and access merchOwner as a User or Group depending on owner type Without the SOQL Polymorphism feature you would need to access the Owner field as a Name Merchandise c myMerch Merchandise _c queryRecord Name merchOwner myMerch getOwner Use Name information in merchOwner to determine owner type and Id See SOQL Polymorphism Developer Preview for more details about SOQL Polymorphism Chatter API Objects New Objects These objects are new in API version 26 0 The HashtagDefinition object represents hashtag topics in public Chatter posts and comments Public posts and comments include those on profiles and in public groups but not those on records or in private groups
248. rce calendars immediately Modifying Recurring Series Users can modify recurring series but it s good to know what to avoid so that your users won t lose any details for occurrences they ve individually modified Recurring series in Those modifications won t propagate to individually modified occurrences in Salesforce Outlook For example your user modifies the appointment time of an occurrence and then later modifies the appointment time for the entire series The appointment time modification for the series won t propagate to the one modified occurrence Critical changes include modifications to e Appointment times Recurrence patterns Ranges of occurrences If your users make critical changes to their recurring series individually modified occurrences lose their modifications Start dates for recurring Salesforce doesn t support modifications to start dates that already occurred series in Outlook End dates for recurring Those modifications won t propagate to Outlook Users can however modify end dates in series in Salesforce Outlook but that type of critical change will clear all modifications your users made to individual occurrences in both Outlook and Salesforce Individual occurrences Users may lose those changes if they make critical changes to the recurring series Recurring series to Salesforce doesn t support these types of modifications single events and Single events to recur
249. re some things to keep in mind when searching by Global Ultimate D U N S Number Global Ultimate D U N S Number search results o7 y include accounts that are in Data com so you may not get complete Global Ultimate D U N S results if some members of the corporate structure are not in Data com You can use filters to narrow down your Global Ultimate D U N S Number search results 125 D amp B Companies D amp B Companies User Features and Enhancements You can export records from your Global Ultimate D U N S Number search results You can t save the search 126 SITE COM Page Breadcrumbs Available for purchase in Enterprise and Unlimited Editions Available with limitations in Developer Edition In Winter 13 we added a new Breadcrumb page element that you can add to your Site com pages and page templates to help users navigate through your site Just like the Menu page element a breadcrumb is based on the site map You can customize the breadcrumb by changing the root node the separator between the nodes and the visual style of the breadcrumb itself For more information see Adding Breadcrumb Navigation to Pages in the online help Updated Menu Source Options Available for purchase in Enterprise and Unlimited Editions Available with limitations in Developer Edition In Winter 13 we updated the Menu Source field on the Properties pane to give publishers and designers greater flexibility when creati
250. reate on accounts To add contacts from Data com Create on contacts To add Data com contacts from an account Read on accounts AND Create on contacts To add Data com contacts as leads Create on leads If errors are preventing you from adding one or more Data com records to Salesforce we ll provide a csv error log file How we provide the error log depends on what you were trying to do 109 Data com Clean Data com Clean Administrator Features and Enhancements Ifyou were trying to add fewer than 200 records you ll see a message with a link to the error log on the Files tab If you were trying to add 200 records or more you ll receive an email with a link to the error log on the Files tab If you were trying to add any number of records and you do not have Chatter enabled you ll receive an email with the error log attached 1 Open the record addition error log and review the errors then take one of these actions Ifyou see errors regarding duplicate records you don t need to do anything Duplicate errors mean that the records are already in Salesforce so you don t need to add them again If your Data com preferences are set to allow duplicates the error log will not include any duplicate errors Ifyou see errors regarding your organization s custom configurations such as triggers validation rules or workflow let your system administrator know because they may need to correct these c
251. reated after June 14 2012 To create and edit configurations Customize Application Agent configurations control how Live Agent appears and functions for agents using it in the Live Agent console or the Service Cloud console With the Auto Away on Decline option you can decide whether agents status should automatically be changed to Away when they decline incoming chat requests 1 Click Your Name gt Setup gt Customize gt Live Agent gt Agent Configuration 2 Click New or click Edit next to the name of an existing configuration 76 Service Cloud Console Custom Hotkeys for the Service Cloud Console 3 Select Auto Away on Decline to automatically change agents status to Away when they decline chat requests Note this option applies only when agents are assigned to chat buttons that use push routing 4 Click Save For more information about agent configurations see Agent Configuration Overview in the online help SERVICE CLOUD CONSOLE Custom Hotkeys for the Service Cloud Console Available in Enterprise Unlimited and Developer Editions with the Service Cloud The Service Cloud console is designed for users in fast paced environments who need to find update and create records quickly With Winter 13 administrators can create and customize keyboard shortcuts for each of their organization s Service Cloud console apps Keyboard shortcuts let users perform actions by pressing a combination of keys ins
252. reenField Flow an existing fieldon f ee FlowScreenField MobileSettings All Changed New Dene true You can set either allowBack or allowFinish to false but not both Now supports merge fields Supports the new multi select checkboxes and multi select picklist screen fields Must be set to String to support the new multi select checkboxes and multi select picklist screen fields Also supports the new checkbox input screen field which is specified by this combination of settings dataType Boolean fieldType InputField Supports the selection of one FlowChoice element to use as the default value for a multi select checkboxes field or a multi select picklist field Now has the following new valid values MultiSelectCheckboxes MultiSelectPicklist At runtime each multi select field stores its field value as a concatenation of the user selected choice values separated by semicolons Any semicolons in the selected choice values are removed when added to the multi select field value Also supports the new checkbox input screen field which is specified by this combination of settings e dataType Boolean fieldType InputField New settings file located in the orgSettings directory of the corresponding package directory Represents an organization s mobile 167 Developer Console Enhancements API Enhancements settings such as mobile Chatter settings whether Mobile
253. ring series The order of occurrences Outlook doesn t support this type of occurrence For example your user set up a daily recurring series Later your user wants to change the October 10th occurrence to occur on October 8th therefore creating two occurrences on October 8th Outlook doesn t support this Individual occurrences in Outlook modifications propagate to occurrences in Salesforce regardless of whether the ones in Outlook Salesforce include critical modifications Deleted occurrences in Salesforce however remain deleted and aren t replaced with individually modified occurrences from Outlook 53 Salesforce for Outlook Enhancements Saving Time with Email Associations Saving Time with Email Associations You asked for it This enhancement is from an idea on the IdeaExchange We listened to what your users wanted so we reinstated the way Salesforce handled unresolved email associations on the My Unresolved Items page Starting in Spring 12 we displayed separate rows for each unresolved email address in the To and Cc fields of emails your users added to Salesforce With these separate rows Spring 12 and Summer 12 increased the time required for maintaining the My Unresolved Items page With Winter 13 the My Unresolved Items page now displays only one row for each email when Salesforce can t match any email addresses for recipients that appear in the To and Cc fields of emails your users add to Salesforce
254. rs 203 Developer Console Enhancements Push Major Upgrade Starting with Winter 13 ISVs can push a new major version of your package directly to any subscriber Previously push upgrades were supported only for patches that is upgrades that did not add any new components Winter 13 removes that restriction enabling you to also push major upgrades involving significant new functionality f Warning When you push an upgrade you re making changes to a subscriber s organization without their explicit consent Hence it s important to plan ahead and exercise due caution About Push Upgrades You can push either a patch or a major upgrade A patch only contains bug fixes and minor enhancements In contrast a major upgrade can include major enhancements and new features that add new components At a high level pushing an upgrade involves the following steps Pushing a major upgrade entails a higher degree of risk as it can break existing functionality in a subscriber s organization This is because new components in the upgraded package might not be available to existing users of the package or could overwrite users customizations As the app developer it s your responsibility to protect users from any adverse impact due to upgrading We strongly recommend you consider all potential consequences of the upgrade and take appropriate steps to prevent any problems When pushing a major upgrade we recommend that you divide c
255. rtal Enhancements November 21 Known Issue Involving API and The API version 25 0 or earlier doesn t return events with multiple 2012 Email Integration Compatibility contacts related to the events If you use Connect for Outlook or Connect for Lotus Notes you ll lose event data when you relate multiple contacts to an event that you update in Salesforce and sync these events from Salesforce to your email system November 21 Expanded Definition of Datacom The Data ccom Inactive status now includes records that have 2012 Inactive Status been classified as non marketable by D amp B November 21 Expanded International Data from Data com has more international records available giving you more 2012 D amp B account and contact search results November 21 Chatter REST API Enhancements The Bookmarks Resources topic contained an incorrect example 2012 of the Feed Items resource The correct example is chatter feed items 0DSD0000000Lr6zKAC i sBookmarkedByCurrentUser trnue November 14 Chatter REST API Enhancements The File Input request body incorrectly listed the description 2012 parameter The correct name of the parameter is desc November 14 Chatter REST API Enhancements The Group Member response body incorrectly stated that the value 2012 of the id property was a user ID The correct value of the id property is a group membership ID November 7 2012 Salesforce Touch A downloadable version of Salesforce Touch that can be installed
256. rth and East are positive values South and West are negative values 5 Follow the steps to complete the wizard ORGANIZATION WIDE PERMISSION SETS Organization Wide Permission Sets Overview Available in Enterprise Unlimited and Developer Editions To create and assign permission sets Manage Users In Winter 13 you can create organization wide permission sets which aren t associated with a specific user license In the past if you wanted to assign one set of permissions and settings to users with different user licenses you would create several permission sets one for each type of user license Now with organization wide permission sets you can create a single permission set and assign it to users with different user licenses For example let s say you d like to grant the API Enabled permission to several users in your organization some have the Salesforce user license and others have the Salesforce Platform user license You can now create a single organization wide permission set with no associated user license and assign it to both types of users Creating an Organization Wide Permission Set Before creating a permission set consider who you ll assign it to If you plan to assign the permission set to users with only one type of user license it s still a best practice to associate that user license with the permission set But if you plan to assign the permission set to users with different licenses cr
257. s The Portal publisher shows two options when agents are working on cases that are associated with questions 1 Customer Only Selecting this option posts a private reply to the customer who asked the question Optionally agents can select Send Email to send a message to the customer letting them know that a reply to their question has been posted 2 Everyone Selecting this option posts a public reply that s visible to anyone in the Chatter Answers community where the question was posted Portal v Write an answer Send Email 64 Case Feed Enhancements Smart Email Templates in Case Feed Portal v Write an answer For more information on using the Portal publisher to reply to customers see Communicating with Customers via the Customer Portal and Chatter Answers in the online help Smart Email Templates in Case Feed Available in Enterprise Unlimited and Developer Editions Default email templates make it easy for support agents to respond to customers more quickly more accurately and with greater consistency The email templates are preloaded so agents don t need to browse for the templates they need before writing email You can create as many templates as needed and assign them based on your company s needs For example if your support center handles issues related to multiple products you can create a specific template for each product and preload the appropriate templ
258. s For example if you own two opportunities each worth 10 000 the Owner Only Amount is 20 000 Amount Without Adjustments The sum of all of a person s owned opportunities and also his or her s subordinates opportunities without adjustments Subordinates include everyone reporting up to a person in the forecast hierarchy For example if the sum of the amount of all opportunities owned by you is 20 000 and the sum of the amount of your subordinates opportunities is 55 000 the Amount Without Adjustments is 75 000 Amount Without Manager Adjustments The forecast number as seen by the forecast owner This is the sum of the owner s opportunities and his or her subordinates opportunities including adjustments made on the subordinates forecasts It doesn t include adjustments made by forecast managers above the owner in the forecast hierarchy For example say Anne has an Amount Without Adjustments of 75 000 made up of 20 000 of her own opportunities and 55 000 of opportunities owned by her subordinate Ben Additionally she adjusted Ben s amount to 65 000 for a total of 85 000 If you adjust Anne s number from 85 000 to 100 000 then you see 85 000 in Amount Without Manager Adjustments because this is what Anne sees and Anne can t see your adjustments as you re her manager To see the amount that includes your adjustment to 100 000 look at Forecast Amount Forecast Amount The forecast from the foreca
259. s and Sharing Enhancements Organization Wide Permission Sets User Sharing Pilot available within 24 hours after the Winter 13 release Visual Workflow Enhancements Search Controls in the Cloud Flow x Designer 17 Force com Enhancements Zoom Controls in the Cloud Flow Designer lsi K New Types of Flow Screen Fields Visualforce Controller Access to Subflow Variables K K Flow Navigation Options Resources for Getting Started with the Cloud Flow Designer Additional Cloud Flow Designer Usability Enhancements Merge Fields in Help Text and User Input Validation Messages K K K Desktop Flow Designer No Longer K Supports New API Versions K Desktop Flow Designer Links and Documentation Schema Builder Enhancements Deleting Custom Objects with Schema Builder Deleting Custom Fields with Schema Builder More Custom Object Properties in Schema Builder 18 Force com Enhancements Security Enhancements Auth Providers Detect and Link to Existing Users K Updated OAuth 2 0 Bearer Assertion Request OAuth 2 0 JWT Bearer Token Flow K i i New Auth Provider Parameters K K Login Policy for My Domains Now Explicitly Configured Clickjacking Protection Available K K Service Provider Initiated Request Binding New getAccessTokenMap Method K K Connected Applications Pilot Thi
260. s and click Continue 3 Note If one or more records can t be added to Salesforce because of errors we ll notify you and provide a csv file with the error details 4 Click Go to Leads to view the list of new records on the Leads home page Understanding Lead Conversion Available in Group Professional Enterprise Unlimited and Developer Editions When you convert a lead Salesforce creates a new account contact and optionally an opportunity using the information from the lead Any campaign members are moved to the new contact and the lead becomes read only If an existing account and contact have the same names as those specified on the lead you can choose to update the existing account and contact Information from the lead is inserted only into blank fields Salesforce does not overwrite existing account and contact data All open and closed activities from the lead are attached to the account contact and opportunity You can assign the owner of the records and schedule a follow up task When you assign a new owner only the open activities are assigned to the new owner If you have custom lead fields that information can be inserted into custom account contact or opportunity fields Converted leads can t be viewed although they appear in lead reports Salesforce updates the Last Modified Date and Last Modified By system fields on converted leads when picklist values included on converted leads are changed Consider
261. s feature is visible to all users in new Development Edition organizations To enable this feature in existing Development Edition organizations or other organizations contact salesforce com Developer Console Enhancements Tests Tool 19 Force com Enhancements Query Editor Perspectives in a System Log View Command Line Window Navigating through Views Viewing Keyboard Shortcuts Resuming Updates to the Developer Console Force com IDE Enhancements Force com IDE Enhancements API Enhancements API Enhancements x SOQL Polymorphism Developer x Preview Geolocation Custom Field SOQL x Queries Beta 20 Force com Enhancements ISOSL Enhancements Connected Applications Pilot This feature is visible to all users in new Development Edition organizations To enable this feature in existing Development Edition organizations or other organizations contact salesforce com Force com Canvas Pilot available within 24 hours after the Winter 713 release This feature is visible to all users in new Development Edition organizations To enable this feature in existing Development Edition organizations or other organizations contact salesforce com Apex Code Enhancements Non Primitive Types in Map Keys and Sets Support for Testing Callouts Chatter API Connect in Apex Pilot New ID getSObjectType Method New String Methods 21 Force com Enhancemen
262. s page check the Data com Licenses section You ll see either Corporate or Premium Implementation Guidelines Make sure you add the D amp B Companies tab to user profiles Ifyou use the Data com Clean product and want to automatically update D amp B Company records define that preference The D amp B fields that also exist on the account object such as D U N S Number SIC Code and NAICS Code are managed fields and they are updated by both manual and automated clean processes Automated clean jobs are available if you use the Data com Clean product Because the D amp B Company object is read only except for Data com Clean updates you can t create task and field update workflow rules for it Rules that are triggered by D amp B field changes that act on other objects are permitted however For example you can create a workflow rule that updates a custom field on an account record when a D amp B Company record is created You can enable users to view and delete D amp B Company records by assigning the appropriate profile permissions Standard profiles automatically have the Read D amp B Company records permission but need to be assigned the Delete D amp B Company records permission Custom profiles need to be assigned both permissions 118 D amp B Companies D amp B Companies Administrator Features and Enhancements Defining Your Data com Clean Job Preferences Data com Clean Only Data com available in Contac
263. s that use a large number of organizations for development and testing From the Environment Hub you can Register all organizations currently used by your company Automatically detect relationships between organizations View details about each organization such as its type for example Development Patch or Release and tags Assign one or more tags to any organization e Filter organizations by tag Setting Up the Environment Hub You only need to set up the Environment Hub once 1 Click Name gt Setup gt Company Profile gt Environment Hub 2 Click Create Hub Your current organization is now the Environment Hub From the Hub you can perform these actions Click Add Organization to add another organization Click the name of any organization to view details about it including any child organizations it has Click Edit next to an organization to update its details 209 Additional Force com Enhancements Workflow Evaluation Criteria Usability Enhancements Click Remove next to an organization to remove it from the Hub Click Filter and then click the name of a tag to view a list of all organizations with that tag Click Remove Hub to remove the Hub Adding Organizations to the Environment Hub To add an organization Click Name gt Setup gt Company Profile gt Environment Hub Click Add Organization Enter your username and password for the organization Optionally select Auto Detect Relat
264. s the extension of the file 37 Additional Chatter Enhancements Chatter REST API Enhancements isInMyFileSync Reserved for future use 0 mimeType Specifies the MIME type of the file In addition the Feed Item Attachment Content response body now includes renditionUr1 a URL to the rendition resource for the file The Flat Feed and Flat Feed Item response bodies are no longer available The Group Page does not include a total property as previously listed in the documentation A name property has been added to both the Organization and Organization Summary response bodies e An id property has been added to the Record Summary response body The User Group Page response body was missing from the documentation It is returned by the User Groups resource The isChatterGuest property on the User Detail and User Summary response bodies is no longer available as of version 26 0 Use the new userType property in the response body instead An isActive property has been added to the User Summary response body The User Settings response body has the following new properties 0 hasAccessToInternalOrg User is a member of an internal organization hasFileSync Reserved for future use The Features response body includes chat terTopics which is reserved for the Chatter topics pilot Prior to version 26 0 the following responses were rendered differently in JSON than in XML The XML response did not include some Boolea
265. s with Read Write access can edit the record excluding fields such as role profile or permissions Portal users can t edit user records User Sharing includes these new features Organization wide defaults for user records User sharing rules based on membership to a public group role or territory Manual sharing on individual user records View All Users permission These features are introduced in the following sections 135 User Sharing Pilot User Sharing Overview Setting the Organization Wide Defaults for User Records To set default sharing access Manage Users a Note When User Sharing is first turned on the default access setting is Public Read Only for internal users and Private for external users If the default access is Private for external users such as high volume portal users and guest k users they don t have Read access to internal users Internal users maintain Read Write access to their own records You can open up access using sharing rules manual sharing or user permissions Let s say that your organization has internal users employees and sales agents and external users customers portal users under different agents or portal accounts with these requirements Employees can see everyone Sales agents can see employees other selected agents and their own customer user records only Customers can see other customers only if they are under the same agent or porta
266. sayHello String helloTo return Hello helloTo from the Grandparent This Visualforce page simply calls the sayHe1l1lo remote action lt apex page controller ChildRemoteController gt lt script type text javascript gt function sayHello helloTo ChildRemoteController sayHello helloTo function result event if event status document getElementById result innerHTML result J LASCI lt button onclick sayHello Jude gt Say Hello lt button gt lt br gt lt div id result gt Results lt div gt lt apex page gt The remote method doesn t exist in the ChildRemoteController class Instead it s inherited from GrandparentRemoteController Pass Through HTML Attributes You can add arbitrary attributes to the lt apex output Panel gt component that will be passed through to the rendered HTML This is useful for example when using Visualforce with JavaScript frameworks such as jQuery Mobile and Knockout js that use data attributes as hooks to activate framework functions To add a pass through attribute to lt apex output Panel gt prefix the attribute with html and set the attribute value as normal lt apex page showHeader false standardStylesheets false doctype htm1 5 0 gt lt apex outputPanel layout block html data role panel html data id menu gt lt apex insert name menu gt lt apex outputPanel gt lt apex outputPanel
267. secwessevaesavoaencvecusoavvaysaincdeavs vaesdenedesbacbadvaeveda sdnghasesbeteeteedasaes 139 Schema Builder Enhancement cccscsssesssssesseecscesceseesssccsecscescaeeecseesecseaesasecceecseeaeeassaseceaecaeeaeeaeseceesaecaeeaesaeeeseeeaseaeeaseateees 145 Table of Contents Decu GE MAM CCUG INS eves cea eaccey aan ste sh veusaae E A se vtacest tes stneseuesiossusis Siesataes cts E 146 Developer Console Enhanicenents cscssszsdesteestesvescosesactonosessvestesdeonvssbevtonetentveneetoegto seis stvtetonsesuaieasendvebestetetedesentesbsysdseseogoeets 148 Force com IDE Mihaniceni ents ccctsick oieee iesieta iiie iE O NEEE N E N Eie 157 Connected Applications Pilot mssrarisceiianiin niniin a EA R AERAN E OE 158 Borce Com Canvas Pilotaren aree a na a E E E ENEE e ai ieas 158 API Enhancements sssr e a u etn iare EE Ea oR ae ees ci ere oe Ree 159 Apex Code Enhancements snsnsuisirariiriisiriiii in aE EEE RETARO NA 169 Visualforce Charting Generally Availables nierstenen asar a e e iE e E E KEKEE NE E 191 Additional Visualforce Enhancements ccccicdtesiiedetartnieeescies te eens eoe ENE e EE EEE EEEE ENESE E S 195 Push Major Uporadesssccccisc ccictves caress assess iN E AE N EEA A E AN Eai 203 Environment Hub Pilotun renine EEEE EEE AEE S OE EEEE E 209 Additional Force com Enhancements ssssssssssssssecsesssssssssesescseseneeeecsescscscuceceesscaesesesavacscacuceeesecasecsesaeacaeaeueneeeseeesseeeseeeeas 210 Help and Training Enh
268. sforce features to include Applying your company s branding so that the community is recognizable Enabling your employees customers and partners to collaborate on Chatter and business processes records Creating public facing and authenticated pages for your communities Enabling login options based on SAML for single sign on for people outside your company w Note Salesforce Knowledge article URLs within communities have changed Reset any community article links or bookmarks you saved before Winter 13 Browser Enhancements Salesforce now supports Microsoft Internet Explorer 10 except for the Service Cloud console Additional browser support updates include Google Chrome Frame plug in for Microsoft Internet Explorer 7 is now supported Apple Safari version 5 1 x is supported on Mac OS X As of Summer 12 we discontinued support for Internet Explorer 6 Existing features that have previously worked in this browser may continue to work through 2014 If you use Internet Explorer we recommend using the latest version See Supported Browsers in the online help for details on browser support 25 CHATTER Polls Available in Group Professional Enterprise Unlimited Contact Manager and Developer Editions 4 ow You asked for it This enhancement is from an idea on the IdeaExchange Starting in Winter 13 you can create a poll in your feed Polls are a great way to get people s opinions or
269. shtag topic usage data choose the Hashtag Definitions primary object and select from the following fields Created Date Date the hashtag topic was created Hashtag Text Text following the hashtag Normalized Hashtag Text Text following the hashtag without capitalization and punctuation Hashtag Count Number of times the hashtag is used Improved Feed Sorting Includes Polls You can now sort your feed by most recent activity or post date Sorting by most recent activity shows the posts with the most recent comments at the top of your feed including polls with new comments Sorting by post date shows the latest posts at the top regardless of whether they have new comments For new users the feed is sorted by most recent activity by default You can toggle the feed sorting at any time by clicking Post Date or Most Recent Activity above your feed Post Visibility Available in Group Professional Enterprise Unlimited Contact Manager and Developer Editions We ve added a visibility widget to help you determine who can see the posts and where your posts can be found in Chatter The widget is available for each post type Post File Link or Poll Select your post type and click Q below the text box to open the visibility widget Updated Chatter Icons and Buttons We ve changed the appearance of the Chatter icons and buttons to improve the overall navigation and cohesion throughout the app For example the color of
270. ssion sets with no user license enter User s License for the Setting set the Operator to equals and enter in the Value field 4 Under Select Columns to Display add User License to the settings that you want to appear as columns in the list view 5 Click Save or if you re cloning an existing view rename it and click Save As This permission sets list view includes a User License column The Recruiter App permission set has no associated user license so its User License entry is blank Permission Sets ipine Org Permission Sets v Edit Delete Create New View New t A B c D E F G H I JI K L M N o P a R s T u v w x Y Z Other AN E Action Permission Set Label t User License Del Clone Accounts Custom Fields Salesforce E Del Clone Additional Customer Portal Access Customer Portal User E Del Clone Call Center Additional Access Service Cloud E Del Clone Recruiter App E Del Clone Sales Manager Permissions Salesforce 133 Organization Wide Permission Sets Organization Wide Permission Sets Overview Assigning Permission Sets When you assign a permission set with no associated user license all of its enabled settings and permissions must be allowed by the user s license or the assignment will fail For example if you create an organization wide permission set and enable Read on opportunities you can t assign that permission set to users with the Salesforce Plat
271. st in Unlimited Edition Data com Clean available in Developer Enterprise and Professional Editions Data com Clean available for an additional cost in Unlimited Edition To implement Data com Customize Application In Data com search results and export files you can mask out or remove email and phone values for contact and lead records already in Salesforce that have Do Not CallorEmail Opt Out selected For example You have a lead record in Salesforce for Sally Larkin and on that record the Do Not Call checkbox is selected You search for Sally Larkin as a contact on the Data com tab and her record appears in the search results list marked as already in Salesforce The Phone field is masked in the search results list and also on Sally s contact card If you export the record its Phone field is blank in the csv file 1 Click Your Name gt Setup gt Data com Administration gt Preferences 2 Select the Respect Do Not Contact Settings checkbox For records that have Do Not CallorEmail Opt Out selected Phone or Email field values are masked in the search results and on the Contact Card and blank in csv files created when you export records Allowing Duplicate Data com Records in Salesforce Data com available in Contact Manager Developer Enterprise Group and Professional Editions Data com available for an additional cost in Unlimited Edition Data com Clean available in Developer Enterprise an
272. st manager s perspective and the sum of the owner s and subordinates opportunities including all forecast adjustments For example say you re a forecast manager and have another forecast manager reporting to you who has 40 Forecasts Enhancements Forecast Managers Can Adjust Forecasts in Any Currency an Amount Without Manager Adjustment totaling 85 000 If you adjust the forecast to 100 000 the Forecast Amount is 100 000 Has Adjustment A checkbox that indicates if an adjustment s been made on a forecast owner s Amount Without Adjustments For example if you make an adjustment to one of your subordinate s forecast amounts this box is checked If your subordinate makes an adjustment to one of his or her subordinate s amounts this box is also checked However unless you have the View All Data permission if your forecast manager makes an adjustment to your forecast amount this box remains unchecked you don t have access to your forecast manager s adjustment information Forecasting Itemswith Viewing opportunity information for specific forecasting line items For example you might Opportunities asa want to create a summary report for each of your subordinates that includes the opportunity related object names and last activity dates for their forecasting items alongside adjustment information and final forecast amounts Forecasting Quotas Viewing data about individual or team quotas As a best practice incl
273. strators can t rename tabs and labels for an opportunity team member When you select Your Name gt Setup gt Customize gt Tab Names and Labels gt Rename Tabs and Labels opportunity team member isn t included in the list of tabs and labels Triggers and validation rules aren t supported when a user adds the default opportunity team on an opportunity Enabling Team Selling Enabling team selling gives your users access to create and use opportunity teams on opportunities Available in Enterprise Unlimited and Developer Editions To enable team selling Customize Application Click Your Name gt Setup gt Customize gt Opportunities gt Opportunity Teams Click Settings Select Enable Team Selling and click Save Select the opportunity page layouts that will display the new Opportunity Team related list Optionally select Append to users personal related list customization Click Save So Roe When team selling is enabled you can add custom fields custom buttons and links validation rules and Apex triggers to opportunity teams You can also edit opportunity team page layouts and create custom report types for opportunity teams Disabling Team Selling Available in Enterprise Unlimited and Developer Editions To disable team selling Customize Application 1 Delete any custom fields custom buttons and links page layouts validation rules or Apex triggers that you have added to opp
274. t Manager Developer Enterprise Group and Professional Editions Data com available for an additional cost in Unlimited Edition Data com Clean available in Developer Enterprise and Professional Editions Data com Clean available for an additional cost in Unlimited Edition To define Data com Clean Preferences Customize Application Clean preferences let you specify Which objects records to clean with automated jobs How you want to clean them Jobs can either Flag all fields in a Salesforce record whose values are different from those in the matched Data com record or Flag fields with different values and a so auto fill blank fields You can set flag only or flag and auto fill preferences for entire records or field by field If you use Data com Premium you can also clean D amp B Company records that are linked to accounts and leads D amp B Company clean jobs automatically fill or overwrite field values on D amp B company records but do not change data on linked account or lead records Your preferences take effect when the next scheduled clean job runs and users will see the flags as appropriate when they clean records manually Note Converted leads are excluded from Leads clean jobs 1 Click Your Name gt Setup gt Data comAdministration gt Clean gt Preferences 2 Select the Enable Clean jobs checkbox for each object whose records you want to clean If you clear the Enable Clean jobs checkb
275. t lines are the field values To learn more about static resources see Defining Static Resources in the Salesforce online help Once you create a static resource for your csv file the static resource will be assigned a MIME type Supported MIME types are text csv e application vnd ms excel application octet stream e text plain 181 Developer Console Enhancements Apex Code Enhancements Test loadData Example The following are steps for creating a sample csv file and a static resource and calling Test loadData to insert the test records 1 Create a csv file that has the data for the test records This is a sample csv file with three account records You can use this sample content to create your csv file Name Website Phone BillingStreet BillingCity BillingState BillingPostalCode BillingCountry sForceTest1 http www sforcetestl com 415 901 7000 The Landmark One Market San Francisco CA 94105 US sForceTest2 http www sforcetest2 com 415 901 7000 The Landmark One Market Suit 300 San Francisco CAT 94105 US sForceTest3 http www sforcetest3 com 415 901 7000 1 Market St San Francisco CA 94105 US 2 Create a static resource for the csv file a Click Your Name gt Setup gt Develop gt Static Resources and then New Static Resource b Name your static resource testAccounts c Choose the file you just created d Click Save 3 Call Test loadData ina test method t
276. t to use The default external access must be more restrictive or equal to the default internal access 4 Click Save You can t deselect Grant Access Using Hierarchies for the user object Users that are higher in the role or territory hierarchy maintain Read access to their subordinates cm Note Users inherit the same level of access to records that users below them in the role hierarchy have access to _ These are common combinations for default internal and external access Scenario 1 Private Private Users have Read access to those below them in the role hierarchy External users don t have Read access to internal users and vice versa Scenario 2 Public Read Only Private Internal users have Read access to all internal and external users External users don t have Read access to internal users Internal users have Read Write access to their own records and Read access to their subordinates regardless the defaults External users include portal users and guest users Portal users have Read access to other portal users if they are in the same portal account even if the default external access is Private Creating User Sharing Rules To create sharing rules Manage Users Create user sharing rules if you are extending access to user records User sharing rules can be based on membership public groups roles or territories or on other criteria such as Department and Title You can define up to 300 user s
277. tFeed DashboardComponentFeed DashboardFeed EntitlementFeed EventFeed FeedItem LeadFeed NewsFeed OpportunityFeed Product2Feed ReportFeed ServiceContractFeed SolutionFeed TaskFeed UserFeed UserProfileFeed T G O O O O O nG nO aG O O O nG nl OG G G The ContentDocumentLink object now has the Visibility field which is used for the Salesforce Communities pilot program The User object has the following new fields UserPreferencesShowCityToExternalUsers UserPreferencesShowCountryToExternalUsers UserPreferencesShowEmailToExternalUsers UserPreferencesShowFaxToExternalUsers UserPreferencesShowManagerToExternalUsers UserPreferencesShowMobilePhoneToExternalUsers UserPreferencesShowPostalCodeToExternalUsers UserPreferencesShowStateToExternalUsers UserPreferencesShowStreetAddressToExternalUsers UserPreferencesShowTitleToExternalUsers c o gt gt gt 2 2S osooso o UserPreferencesShowWorkPhoneToExternalUsers Chatter API Objects New Objects These objects are new in API version 26 0 The HashtagDefinition object represents hashtag topics in public Chatter posts and comments Public posts and comments include those on profiles and in public groups but not those on records or in private groups 162 Developer Console Enhancements API Enhancements Changed Objects These objects have changed in API version 26 0 The ChatterActivity object now includes an In
278. tcciedicdact asset EE bes TATAEE NEEN E SEE TERSA L AEE 29 Work com in Chatter Pilot ense e E EE E EO E E EEE E REEE veces NEEE 30 Administrator Settings for Rich Media PreviewS cssssssssssssssscsseseseseneeseeeecsesescscscesessnesesesecaeseseecscecensaeseseesatseseeseceeensaseees 31 Additional Chatter Enhance menis ernia a ead deh a 32 Chatter REST API Enhancements nonion niana ERER REET RAEE 35 BSNS E E aeeusnieacnes 39 Forecasts Enhancements sinees e e a aa teva hb aa Ea NEE ae i eta ENEE a eae ar Eara oeeo EEES 39 Opportunity Teams Enhancements siiicar iiini aiis aeia E NEEESE EEE E ESE ai 43 Salesforce for Outlook Ehanc ments ssiccscevesisavicesscssessetiosicassaventiveioodsossonsaeesjudseds ovgenadeissidevacevouvesivavesousavvesvscheavadesdevsedsstounsons 47 Shared Activities Enhancements 25 sce EREN RNA NENNE NAONA NEAN RNN N NON 55 Additional Sales Enhancemitii ssa A E ENA SE S 60 o E A T e AAPEEE A EE EA E EEA EEA PE ees 61 Case Feed Enhancemientsis ireira TEE N E EL AEE R NTR 61 Chatter AoW n a E RRR E a a RRN E E N N A 68 Table of Contents DGS ves cece Secs tutus es POE EE A betas cuncscuiecuedhe cesanssteevauvaansundheuneedssissessbesb E E E E S 72 Live Agent Enhancements ssi zccvsccsoideesdsalecesstestetacnstiedecbecbeesetheds darere ienesa era ae aea ESEN eet stneeseene redvtavlideleaalenhidian 76 Service Cloud Console E A ace A E A E E N E E E T E 77 Salesforce Knowledges eiae e T OOTTE EA OE AOUE EOE E 81 Ad
279. tead of having to use a mouse Keyboard shortcuts can make working with a Service Cloud console more efficient For example instead of typing case details and then using a mouse to click Save you can create a keyboard shortcut so that users can type case details and press CTRL S Customizing Keyboard Shortcuts for a Service Cloud Console Available in Enterprise Unlimited and Developer Editions with the Service Cloud To customize keyboard shortcuts for a Service Cloud console Customize Application Once you enable keyboard shortcuts for a console several default shortcuts are available for customization such as opening and closing tabs moving between tabs and saving records Before you can create custom shortcuts a developer must define the shortcut s action with the addEventListener method in the Service Cloud Console Integration Toolkit You can t create keyboard shortcuts for actions performed outside of the console To enable and customize keyboard shortcuts Click Your Name gt Setup gt Create gt Apps Click Edit next to a Service Cloud console app Click Customize keyboard shortcuts Click Edit on the top of the page Select Enable keyboard shortcuts Sd a de E Edit an existing keyboard shortcut or create a new one 77 Service Cloud Console Custom Hotkeys for the Service Cloud Console To edit a shortcut click Edit next to the shortcut type the combination of key commands to use and cl
280. that a number of accounts will be assigned a new more accurate value in the Industry field If your organization uses Data com Clean records you have in Salesforce that have been given a new industry value will have a Data com Clean status of Different You can use Data com Clean to update these records with the new industry values Note The subindustries under Goverment in the Data com Industry Categories classification system are currently unavailable due to mapping limitations between the Data com Industry Categories and the SIC system Industry Field on Account Card The Industry field value on the account card is now the same Indust ry field value that s on the account record This makes the account card more useful when you re deciding whether you want to add an account to Salesforce Data com Record Addition Error Logs Data com now provides an easy way to see which records couldn t be added to Salesforce and why The error log includes all the information necessary to help you resolve the errors so you can get access to the records you need Resolving Data com Record Addition Errors Data com available in Contact Manager Developer Enterprise Group and Professional Editions Data com available for an additional cost in Unlimited Edition Data com Clean available in Developer Enterprise and Professional Editions Data com Clean available for an additional cost in Unlimited Edition To add accounts from Data com C
281. the Questions Tab Enhancements to Questions and Answers in the Feed New Options to Customize Questions Format Text and Add Photos to Questions API Access to Names and Photos from the Feed K K Option to Remove Sign In Links from Chatter Answers K New Limits for Chatter Answers Questions and Replies K Customer Portal Enhancements New Behavior for Customer Portal Email Notifications When No Change Owner to Portal User Template is Selected Salesforce Communities Pilot Ideas Enhancements Moderate Ideas Communities with the Service Cloud Console Idea Themes Customize Idea Themes Live Agent Enhancements Auto Away Option in Live Agent Configurations Salesforce Knowledge Enhancements 12 Summary of Winter 13 Features and Impact on Salesforce Users Minor Salesforce Knowledge Enhancements API Access Article Type Mail Merge Template Available for Articles Sharing Rules for Knowledge Share Articles with Public Links Automatic Knowledge Filtering Beta Universal Knowledge Sunlight Search Pilot Service Cloud Console Enhancements Custom Hotkeys for the Service Cloud Console Automatically Saved User Sessions for the Service Cloud Console Service Cloud Console Integration Toolkit Multiple Domains Service Cloud Console Integration Toolkit Console Notifications Analytics Enhancements Prin
282. the canvas app is running The third party app that you want to expose as a canvas app can be written in any language The only requirement is that the app has a secure URL HTTPS For more information see the Force com Canvas Developer s Guide Force com Canvas Scenarios From a high level view there are two common scenarios where Force com Canvas is implemented Application integration You re a partner systems integrator or customer that builds cloud apps and youd like to integrate these applications with Salesforce Application rationalization enterprise desktop You re a large organization that has many existing apps that your users access in addition to Salesforce You d like to integrate these apps into Salesforce so that users can accomplish all of their tasks in one place API Enhancements Available in Enterprise Unlimited Developer and Database com Editions Winter 13 API version 26 0 improvements Changes across the API layer New and Changed Objects Chatter API Objects SOQL Enhancements SOSL Enhancements Changes to individual APIs SOAP API Enhancements 159 Developer Console Enhancements API Enhancements e Metadata API Enhancements New and Changed Objects For information about new and changed Chatter objects see Chatter API Objects New Objects These objects are new in API version 26 0 The ChatterAnswersReputationLevel object represents a reputation level within
283. the management of large flows New Types of Flow Screen Fields You asked for it This enhancement is from an idea on the IdeaExchange Available in Enterprise Unlimited and Developer Editions You can now add the following types of fields to flow screens In the Cloud Flow Designer these options appear on the Screen overlay s Add a Field tab Checkbox input Multi select choice Multi select checkboxes Multi select picklist Checkbox Input Fields Overview Available in Enterprise Unlimited and Developer Editions A checkbox screen field is of type boolean Use a checkbox screen field to offer flow users a yes or no choice For example 141 Visual Workflow Enhancements Visualforce Controller Access to Subflow Variables Whether to opt into a marketing campaign Whether to receive a follow up call after a purchase or case resolution Whether an important policy is understood In this case you can validate that the user selects the checkbox before proceeding to the next screen Multi Select Choice Fields Overview Multi select checkboxes and multi select picklist fields enable flow users to select multiple choices in a screen field At runtime each multi select field stores its field value as a concatenation of the user selected choice values separated by semicolons Available in Enterprise Unlimited and Developer Editions When using multi select choice fields consider the following At runtime
284. the scatter chart type on your dashboard to display report information Scatter charts show meaningful information using one or two groups of report data plus summaries Available in Professional Enterprise Unlimited and Developer Editions You asked for it This enhancement addresses an idea on the IdeaExchange The scatter chart component type in dashboards has these limitations It doesn t show tabular reports You can t sort by labels or values You can only change how Y axis units are displayed You can manually define the range for Y axis alone For more information see Scatter Chart Example in the online help 89 Analytics More Support for the Enhanced Reports Tab More Support for the Enhanced Reports Tab Starting this release the enhanced reports tab is available without enabling the user interface theme and is supported in accessibility mode The user interface theme setting Enable New User Interface Theme is located under Your Name gt Setup gt Customize gt User Interface To learn more about the reports tab see the tipsheet Using the Reports Tab MOBILE Salesforce Touch Available in Group Professional Enterprise Unlimited Contact Manager and Developer Editions Salesforce Touch a version of Salesforce that s designed specifically for touchscreen mobile devices is now generally available Using Salesforce Touch you have real time access to the same information that
285. ting and Exporting Joined Reports Joined Reports on Dashboards Scatter Charts on Dashboards 13 Summary of Winter 13 Features and Impact on Salesforce Users More Support for the Enhanced Reports Tab Mobile Enhancements Salesforce Touch Chatter for iPhone and iPad Version 2 4 Generally Available Data com New Features and Enhancements Expanded international data gives you x more accounts and contacts Map Data com fields to Salesforce x account contact and fields Respect Do Not Contact settings in x Data com search results and exports Allow duplicate Data com account x contact and lead records in Salesforce Enjoy new Data com search filters x Employee Revenue and Location Type 14 Summary of Winter 13 Features and Impact on Salesforce Users Get better identification of Data com records you ve added exported or cleaned Exclude green dot records from exports Preserve selected records across pages of search results Get more accurate mapping for the Industry field Find the more accurate Industry field on the Account Card Enjoy improved Data com record addition error logs Get improved reports from the Data com Reports AppExchange package Search Salesforce by D U N S Number Data com Premium Data com Clean Product Get clean jobs for D amp B Company records linked to accounts and leads Get field level Clean settings for accounts contacts a
286. ting features a number of enhancements New Chart Types The existing Visualforce chart types bar line and pie are joined by four new chart types area gauge radar and scatter Area Charts with lt apex areaSeries gt Area charts are an alternative to vertical bar charts 191 Developer Console Enhancements Visualforce Charting Generally Available z S Es 3 Oo gt y Month of the Year Area charts are plotted on the same rectangular grid as the other linear data series charts You can combine multiple lt apex areaSeries gt lt apex barSeries gt lt apex lineSeries gt and lt apex scatterSeries gt charts in the same chart See the Visualforce Developer s Guide for complete details of the area chart type Gauge Charts with lt apex gaugeSeries gt Use gauge charts to show progress along a specific metric They plot a single value from their data series and place it along the gauge axis showing the total range of possible values Like lt apex pieSeries gt pie charts gauge charts use one data series Unlike lt apex pieSeries gt charts gauge charts use only the first data value To use lt apex gaugeSeries gt charts add an lt apex axis type Gauge gt component which sets the beginning and ending values for the gauge dial Here s a simple example lt apex chart height 250 width 450 animate true legend true data data gt lt apex axis type Gauge position gauge minimum
287. tionHeader 34 http setBody card number cnumber amp card exp year t texp_ yeart car 36 if Test isRunningTest 37 Http con new Http 138 HttpResponse hs con send http 40 system debug hs getBody 41 42 response hs getBody 43 statusCode hs getStatusCode 44 system debug SS statusCode ths getStatusCode 45 else D ae ea Problems 151 Developer Console Enhancements Query Editor Query Editor The Winter 13 release adds a Query Editor tool to the Developer Console Use the Query Editor tool to query data from your organization For example while developing Apex code write a SOQL query and verify that the results are what you expect Edit and execute the query until you have the data you want Then use the query in your code Executing a SOQL Query Use the Query Editor in the Developer Console to query data from your organization 1 In the Developer Console click the Query Editor tab 2 Enter a SOQL query in the top pane of the Query Editor 3 Click Execute If the query generates errors the errors display in the bottom pane of the Query Editor The data displays in a Query Results view 4 To rerun the query click Refresh Grid f Warning If you click Refresh Grid data in a Query Results view that you ve edited but haven t saved is lost Inserting Rows You can create a record insert a row in the Object displayed in a Query Results vi
288. tions such as approvals workflow rules or Apex triggers you use for accounts contacts or leads Review and edit your customizations as needed so they will work with the values supplied by your mappings You can skip mapping individual Data com fields but values for skipped fields won t be added exported or considered when we calculate a record s clean status Skipping or changing mappings for fields used to match Salesforce and Data com records may change some records clean status to Not Found If you export Data com search results the column headers in your Excel file will show the mapped field names For example if you map the Data com Phone field to the Contact object s Mobile field you ll see a header called Mobile for contacts not Phone Ifyou map Data com fields that do not have values some Salesforce records might revert to Not Found clean status If you map a Data com field to a custom Salesforce field the custom field s label will appear on the Clean comparison page 105 Data com Data com Administrator Features and Enhancements Ifyou want to track changes to field mappings you ll find them in the Setup Audit Trail Click Your Name gt Security Controls gt View Setup Audit Trail Respecting Do Not Contact Settings in Data com Search Results and Exports Data com available in Contact Manager Developer Enterprise Group and Professional Editions Data com available for an additional co
289. toUrl CreatorName and CreatorSmallPhotoUrl fields have been added Inthe CaseComment object the CreatorFullPhotoUrl CreatorName and CreatorSmallPhotoUrl fields have been added In the Question object the CreatorFullPhotoUrl CreatorName and CreatorSmallPhotoUrl fields have been added Inthe Reply object the CreatorFullPhotoUrl CreatorName and CreatorSmallPhotoUrl fields have been added The EmailMessage object is now updateable as are the following fields Bec Address Cc Address From Address From Name Headers Html Body Message Date Subject TextBody ooo D a a a a a aG ToAddress In addition Draft is now available as a value for the Status field and the Repl yToEmailMessagelId field has been added Inthe User object the UserPreferencesHideCSNDesktopTask and UserPreferencesHideCSNGetChatterMobileTask fields have been added Inthe LiveChatUserConfig object the IsAutoAwayOnDecline field has been added The NetworkId field used for the Salesforce Communities pilot has been added to the following objects ChatterActivity CollaborationGroup 0 EntitySubscription HashtagDefinition The NetworkScope and Visibility fields used for the Salesforce Communities pilot have been added to the following objects 0 AccountFeed 0 AssetFeed CampaignFeed 161 Developer Console Enhancements API Enhancements CaseFeed CollaborationGroupFeed ContactFeed ContentDocumentFeed Contrac
290. tralia India Ireland New Zealand Singapore South Africa and the United Kingdom 107 Data com Data com User Enhancements New Filters Employee Revenue and Location Type Data com offers several new filters you can use to narrow your account and contact search results Use the Employee and Revenue filters to manually enter a range for the number of employees within an organization and the organization s annual revenue respectively Entering ranges is easy when you use abbreviations for multiples of thousands K for thousand M for million and B for billion For example entering 10K automatically converts to 10 000 Use the Location Type filter to refine your results based on a whether an account or an account associated with a contact is a headquarters single location or branch Better Identification of Data com Records Added Exported or Cleaned You asked for it This enhancement is from an idea on the IdeaExchange In previous Salesforce releases the green dot next to records in your Data com search results represented only records you added from Data com to Salesforce With the Winter 13 release the green dot now represents Data com records you added Data com records you exported Records you manually added to Salesforce that have been matched with Data com Clean either manually or via automated jobs Exclude Green Dot Records from Export When exporting account or contact records from Data com
291. ts Loading Test Data from Static Resources Global Interface Method Implementations No Longer Need to Be Global New Type toString Method K K String valueOf and System debug Use toString for Argument String Conversion SOQL Polymorphism Available in Apex Developer Preview JSON Support for Additional Built In Types K ik Code Coverage Percentage Details k Creating sObjects with Default Values Using the newSObject Method E Starting a Batch Job from Another Batch Job K New getVariableValue Method K New Network Class and Method K New Messaging Method K New Access Token Method K K Support EmailTemplateSelector Interface i lt Parameterized Interfaces No Longer Supported 22 Force com Enhancements Visualforce Enhancements Visualforce Charting Generally Available support caseFeed Component NoSignIn Option for Chatter Answers Communities Enhancements to JavaScript Remoting Pass Through HTML Attributes Support for Internet Explorer Conditional Comments Inline Editing for Dependent Picklists Map Attributes for Custom Components Dynamic References to Lists and Maps with lt apex inputText gt Improved Handling of Formula Fields in lt apex outputField gt Changes to Escaping Behavior Changes to Expression Evaluation with Null Values Restrictions and Validation
292. u select the Customize option for any object you can select either Flag or Flag amp Auto Fill for individual fields 5 Ifyou want to clean D amp B Company records select the Enable Clean jobs for D amp B Companies checkbox 6 When you finish setting clean preferences for all the objects you want to clean click Save Preventing Data com Clean Auto Updates for Account Contact and Lead Records Data com available in Contact Manager Developer Enterprise Group and Professional Editions Data com available for an additional cost in Unlimited Edition Data com Clean available in Developer Enterprise and Professional Editions Data com Clean available for an additional cost in Unlimited Edition To implement Data com Customize Application To enable Data com users Manage Users To install AppExchange packages Download AppExchange Packages You can prevent individual account contact and lead records from having blank fields filled with Data com data when automated Clean jobs are run To do so download and install the Data com Reports AppExchange package It provides a custom field you add to your page layouts to identify the records you don t want auto updated and a validation rule that identifies attempted auto updates on fields within those records The validation rule tells the clean job to skip those records 1 Important If you use the Block Auto Update validation rule keep this best practice in
293. ude all the default fields in the report type For example you can include lookup fields such the full name of the owner When running the report you can filter by your own name to see quotas you created and their related accounts and owners To make a forecasting report available to users administrators must create a custom report type 1 Start creating a custom report type by clicking Your Name gt Setup gt Create gt Report Types and New Custom Report Type 2 For Primary Object select a Forecasting object such as Forecasting Items or Forecasting Quotas 3 For Store in Category select Forecasts After deploying the report types let your users know their locations and names Forecast Managers Can Adjust Forecasts in Any Currency To use Forecasts Allow Forecasting To adjust Forecasts Override Forecasts Note This information applies to the Forecasts product beginning with the Winter 12 release and not to Customizable Forecasts You must enable Forecasts to create a forecasting custom report type A h You asked for it This enhancement is from the IdeaExchange Amounts in the Forecast to use the same currency 41 Forecasts Enhancements Configurable Forecast List View for the Opportunity Pane Now forecast managers can adjust direct subordinates forecasts no matter what forecast display currency the manager uses Previously forecast managers had to set their display currencies to the
294. uick Starts gadget that provides links to topics about a single area from different sources on one page Use them to get started with reports and dashboards Salesforce for Outlook Data com and other important areas 215
295. unity Teams Using Opportunity Teams Adding Members to an Opportunity Team Viewing Your Salesforce World in Microsoft Outlook Beta K lt K Syncing Recurring Events Saving Time with Email Associations Shared Activities for Events K K Known Issue Involving API and Email Integration Compatibility Enabling Shared Activities K Activity Rollup to Accounts for Contacts K Event and EventAttendee Object Changes lt 10 Summary of Winter 13 Features and Impact on Salesforce Users Label Change for Upload New Document Page New Behavior for Partner Portal Email Notifications When No Change Owner to Portal User Template is Selected Salesforce Communities Pilot Service Enhancements Case Feed Enhancements New Customization Options in Case Feed Custom Publishers in Case Feed New Feed Items Available in Case Feed Email Drafts and Approvals Support for Chatter Answers in Case Feed Smart Email Templates in Case Feed Updated Look for Case Feed New Case Feed Methods in the Interaction API Chatter Answers Enhancements Encouraging Community Participation with Chatter Answers Reputation 11 Summary of Winter 13 Features and Impact on Salesforce Users Customizing Chatter Answers in Portals using Visualforce Pages Adding a Custom Visualforce Page to a Portal Creating Questions from
296. ur profile 1 Above your feed select Post File Link or Poll 2 Type something about your post in the text box 3 Select My Followers or A Group from the drop down list below the text box If you re posting to a group type part of the group s name in the Search Groups field and select the group from the drop down list 4 Click Share Chatter Desktop Enhancements Available in Group Professional Enterprise Unlimited Contact Manager and Developer Editions The latest version of Chatter Desktop a desktop app that increases your productivity by letting you collaborate in Chatter outside of your Web browser introduces Chatter Messenger for Desktop With Chatter Messenger for Desktop you can chat with one or more people in your organization right from the Chatter Desktop app You asked for it This enhancement is from an idea on the IdeaExchange Also in this version you can Like comments View a list of people who like a post or comment View files attached to comments View dashboard snapshots View shared messages Starting after October 2012 e Attach files to comments View your chat list sorted by first name View the last activity date for your Chatter groups View multiple chats more easily Sort your chat favorites by people s availability 28 Chatter Preview Links See improved icons for your Chatter feed and dragging and dropping files to your posts Several bugs have been fixed in
297. urned the following errors for Database Error e sr getErrors System debug e getMessage New String Methods Apex now has a richer library of String methods Additional methods have been added for String manipulation and utility operations The new methods enable you to Manipulate Strings and make them longer or shorter abbreviate center join leftPad remove removeEnd removestart removeStartIgnoreCase repeat rightPad 0 0 0 0 removeEndIgnoreCase 0 0 0 0 splitByCharacterType splitByCharacterTypeCamelCase Change and check the case of String characters 0 capitalize 179 Developer Console Enhancements Apex Code Enhancements isAllLowerCase isAllUpperCase swapCase uncapitalize Search and extract substrings containsAny containsIgnoreCase containsNone containsOnly containsWhitespace countMatches deleteWhitespace difference endsWithIgnoreCase getCommonPrefix indexOfAny indexOfAnyBut indexOfIgnoreCase lastIndexOf lastIndexOfIgnoreCase left mid right startsWithIgnoreCase substringAfter substringAfterLast substringBefore substringBeforeLast 0 0 0 indexOfDifference 0 0 O substringBetween Escape and unescape Strings escapeCsv escapeEcmaScript escapeHtm13 escapeHtm14 escapeXml unescapeEcmaScript unescapeHtml13 unescap
298. vernor limits of batch jobs still apply This change applies to batch Apex saved using Salesforce com API version 26 0 and later Previously with Apex saved using Salesforce com API version 25 0 and earlier you couldn t call Database executeBatch from within any batch Apex method The version used is the version of the running batch class that starts another batch job If the finish method in the running batch class calls a method in a helper class to start the batch job the Salesforce com API version of the helper class doesn t matter New getVariableValue Method The new getVariableValue method in the Flow Interview class enables a Visualforce controller to get the value of a flow variable The variable may be in the flow embedded in the Visualforce page or in a separate flow that is called by a subflow element This method is used with Visual Workflow getVariableValue String Object Returns the value of the specified flow variable The flow variable variableName can be in the flow embedded in the Visualforce page or in a separate flow that is called by a subflow element The returned variable value comes from whichever flow the interview is currently running If the specified variable can t be found in that flow the method returns null The variableName argument specifies the unique name of the flow variable This method checks for the existence of the variable at run time only not at compile time 187 Developer Console
299. view this field Option to Remove Sign In Links from Chatter Answers Available in Enterprise and Unlimited Editions In Winter 13 you can use the NoSignIn Boolean attribute in the chatteranswers allfeeds to remove all sign in links from your community Use this option when you have an external sign in path and want to ensure that your users follow it instead of the standard Chatter Answers sign in When the NoSignIn Boolean attribute is true users can still search and view publicly accessible content for the community If they already have a valid session they can still post questions replies vote and flag content IDEAS Moderate Ideas Communities with the Service Cloud Console Available in Professional Enterprise Unlimited and Developer Editions With Idea Moderation moderators can facilitate healthy and respectful community discussions right from the agent console 72 Ideas Idea Themes Moderators and administrators can review update create and manage Ideas and the related Idea Themes from a tab within the console Moderators can now edit and delete ideas from the Ideas list view making it even easier to manage an Ideas community Click the Edit or Del link next to the idea you re working with Switch views quickly and easily from the Ideas tab within the application Click E Tab to display the Ideas tab Click List to toggle back to the list view Idea Themes Available in Professional Enterprise Un
300. were added from Data com or not Starting December 16 2011 all organizations purchasing Data com received the Data com Corporate product Organizations using previous versions have a limited set of fields Data com Premium licenses can not be purchased for Salesforce organizations that already have Data com Corporate licenses Data com Premium Data com Premium is an upgrade to Data com Corporate With Premium you get all the features and D amp B fields available to Corporate plus over 70 additional D amp B fields for accounts you add to Salesforce from Data com These fields are grouped in a D amp B Company record that s linked to the account and accessible on the D amp B Companies tab Data com Corporate licenses can not be purchased for Salesforce organizations that already have Data com Premium licenses Data com Clean Data com Clean is an important part of Salesforce s Data com product suite offering both manual and automated cleaning for your account contact and lead records To get automated cleaning you must purchase Data com Clean for every Salesforce user With Data com Clean users can manually clean Salesforce accounts contacts and leads and you can configure jobs to flag field value differences on Salesforce records or automatically fill blank fields Data com Reports Want to analyze the impact of Data com data on your business Use the Data com Reports AppExchange package It offers several preconfigured Data co
301. wers Communities In Winter 13 you can use the NoSignIn Boolean attribute of the lt chatteranswers allfeeds gt component to remove sign in links from your community Use this option when you have an external sign in path and want to ensure that your users follow it instead of the standard Chatter Answers sign in When NoSignIn is true users can still search and view publicly accessible content for the community If they already have a valid session they can still post questions replies vote and flag content Enhancements to JavaScript Remoting When a RemoteAction method throws an exception due to a programming error or other failure the Apex stack trace is returned to the browser Inspect the stack trace in a JavaScript debugger console or use it in the error handling of your response callback function Here s a callback function that simply displays the stack trace when there s an exception lt script type text javascript gt function getRemoteAccount var accountName document getElementBylId acctSearch value Visualforce remoting Manager invokeAction SRemoteAction MyController getAccount accountName function result event if event status document getElementById acctId innerHTML result Id document getElementById acctName innerHTML result Name else if event type exception document getElementById responseErrors innerHTML event message lt br gt n lt pre gt
302. with percentages in addition to pixels September 12 CRUC Notification for Changes to Added details about notification of a pending critical update for Escaping Behavior in Visualforce this change in Visualforce Browser Enhancements Added a note on discontinued support for Internet Explorer 6 New Access Token Method Added an entry for the new getAccessTokenMap method of the Auth AuthToken Apex class Force com Canvas Pilot The name of the Canvas Framework feature has changed to Force com Canvas 3 Chatter API Connect in Apex Changed the content from a note in the Chatter REST API section Pilot to its own topic Also added the topic to the Apex Code Enhancements section Summary of Winter 13 Features and Impact on Salesforce Users Summary of Winter 13 Features and Impact on Salesforce Users Winter 13 has features that immediately impact all users after the release You may want to communicate these changes to your users beforehand so they are prepared Other features require direct action by an administrator before users can benefit from the new functionality These release notes describe the new and modified features available in this release For visibility into known salesforce com issues please refer to the Known Issues Site The following table summarizes the Winter 13 features and their impact on users Review the feature details for the applicable Salesforce editions General Enhancements
303. y record linked to it Salesforce will create one if it s available in Data com and link the two records You ll also see a D amp B Company Record Linked field on the comparison page when you clean the account or lead Note If you clean your account records with the Data com Corporate or Premium product or Data com Clean Data com converts non USD currencies to USD every month which may cause the values in this field to change k For organizations that use non USD currencies we ignore the Annual Revenue field when determining a record s clean status so the Clean Status field s value does not change We also remove the value from the Annual Revenue field on account records and the clean comparison page 1 Check the record s Clean Status field If the status is Different or Not Compared click Clean to open the comparison page and compare the Salesforce record with Data com s a2 Tip From the Clean Status field you can also get additional status information such as which fields have different data in Data com and then clean the record Just click the status icon and the popup will guide you 3 Compare the two records side by side You ll see a check mark next to any Data com field value that matches the corresponding value in your Salesforce record 4 Select the check box next to any Data com value you want to accept 5 Click Save when you re satisfied that the record is accurate even if you don t accept any data fro
304. ystem Log view in the Developer Console You can switch perspectives to best suit the task at hand 1 In the Developer Console click the Logs Tab and double click a debug log to open it in a System Log view 2 Click Perspective Perspective Name gt Perspective Manager 3 Select a perspective name and click Open or double click the perspective Deleting a Perspective in a System Log View A perspective is a layout of panels in a System Log view in the Developer Console You can delete perspectives you no longer need 1 In the Developer Console click the Logs Tab and double click a debug log to open it in a System Log view 2 Click Perspective Perspective Name gt Perspective Manager 3 Select a perspective to delete and click Delete 154 Developer Console Enhancements Additional Enhancements to the Developer Console Setting the Default Perspective in a System Log View A perspective is a layout of panels in a System Log view in the Developer Console When you open a log it opens in the default perspective Set your most commonly used perspective as the default 1 In the Developer Console click the Logs Tab and double click a debug log to open it in a System Log view 2 Click Perspective Perspective Name gt Perspective Manager 3 Select a perspective name and click Set Default Additional Enhancements to the Developer Console In addition to the major features the Winter 13 release includes the following mino

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