Salesforce.com Winter ’13 Release Exam Notes for Administrator and Developers

If you are planning to write the Salesforce.com Winter ’13 Release Exam – here are my Notes for Administrator and Developers. Use the following notes as reference in addition to Release Notes and Release Training

Force.com

Permission Set Enhancements

• Permission Sets can be assigned to users with different licence types
• Permission set asiignment will fail if not assigned by user;s license
• User license setting can only be specified at the time of creating and can not be changed

Visual workflow

• Can control screen navigation (can remove previous or next screen)
• Can add field with multiple choices (multiselect check box or multi select picklict)
• Checkbox field (true . false)
• Search control on pallet (search elements to add to the flow)
• Explorer tab search to find resources and elements used
• Highlight result on canvas
• Hover to highlight element
• Zoom flow

Developer console

• Test tool
  • Test code coverage
  • Code not meeting test coverage
  • Quesry editor
  • SOQL queries
    • View results
    • Perspective
    • Layout of panels in developer console

Test framework

• CSV file as static resource store test data
• Test.loadData()
• Test.setMock()

Analytics

Joined reports

• Print & export joined reports
• 2000 rows
• Also work with details

Dashboard

• Joined report chart can be displayed in DB
• New addition to chart type in dashboard (scatter chart)

Data.com

• New search & Filter
• Filter on employee count and revenue
• Can specify company location, (branch, HQ, single)
• Can select records across multiple search pages (1000)
• User has limit of 300 pm
• Records already added, exported or used by Data.com clean are not counted against monthly quota
• Users can chose to ignore records already owned when exporting data

Administrator

• Respect Do Not contact setting in salesforce – hide email and phone
• Allow duplicates for Accounts, Contacts, Leads
• Error logs stored in the files tab
• Field options to automatically fill blank values
• Options – Flag, Flag & Autofill
• Custom field mapping (can map Data.com field to custom field)
• Lock records from being updated by data.com clean
  • Loacking records requires “Data.com reports” from appexchange
  • Not mapping a data.com field will not be shown in the comparison and export

Data.com Premium

• 70 fields on D&B Object
• Search by Global Ultimate D-U-N-S to see all companies in that hierarchy
• Add D&B Company Field and Search by Global Ultimate D-U-N-S Button
• Data.com Clean can update D&B company object monthly
• Green dot indicates that record is already update, exported and managed by data.com clean

Chatter

• Chatter post – Polls
  • Ask questions in feed
  • Use mentions in question
  • Direct polls to followers or to a group
  • Chatter tabs as collapsing menu in sidebar (Consolidated Chatter Tab Navigation)
    • Tabs still available but no longer required to move away from chatter tab
    • Links from some websites automatically converted to preview images – new rich link preview feature
    • Admins can enable or disable rich link preview feature from Admin >> Setup >> Customize >> Chatter >> Settings
    • Publish posts directly to Public, Private or customer chatter groups (No need to go to group or profile)
    • New visibility widget helps users in seeing who this post is visible to

Sales Cloud

Forecast Enhancements

• Forecasting custom report types
• Forecasting Primary >> Opportunity
• Forecasting quotas as primary
• Customizable forecasting list view – can add up to 15 fields on the opty related list on the forecast tab
• CRT Forecasting quota (individual or team quotas), Forecasting items (forecasting line itsm), Forecasting items & opty
• New Forecast API
• Connect with Sales Reps from within Forecast (Hover)
• Can adjust forecast in any currency without changing the currency from diplay settings menu

Customizable Opty Teams

• Sales Team is now Opportunity Team
• Now and Object
• Can add validation rules and triggers
• Workflow not available
• Can not be parent object in MD or Lookup relationship
• Can not be primary object or have child object in record types
• Validation rules and triggers will not execute when default opportunity team is added

Service Cloud

Case Feed

• Optional replacement of case Detail page for agents working with multiple channels
• Highlights Panel, Publishers, Chatter Feed, Case Followers, Feed Item Filters
• Case feed Publishers
  • Tools to perform tasks like email, notes, change status
  • Custom publishesr using VF pages
  • Post a tweet publisher
  • Case comment, task and entitlement publisher
  • Standard email publisher in feed below publisher – “Answer Customer” (Can do email draft and can also submit for approval)
  • Can answer on Chatter answers (Private or public reply to cased that are escalated from questions)
  • Other Publishers
    • Social Post Publisher
    • Case Comment Publisher
    • Task Publisher
    • Entitlement Publisher
• New case Feed Items
  • Live Agent Transcripts
  • Can customize fields
• Email Publisher Customization Options
  • Selecting fields & Tools
  • Allow Collapsible Body & Header Fields
  • Custom Button to replace send email
  • Can set approval process
• Case feed page customization
  • 1,2,3 columns
  • Knowledge Sidebar can be replaced with Case Feed Article Tool Sidebar
  • Can Enable Email PSF attachments to send to client
  • Case feed has own page view
  • Enable floating filters – Filter List moved down ad you scroll
  • Can change labels for publishers and feed filters from standard change labels

Chatter Answers

• Community enhancements
  • Can like or flag
  • Community Member Reputation Status
    • Newbie
    • Smarty
    • Pro
    • All Star
• Move to next level By acquiring points
• Can format text and add photos to questions
• Agents
  • Support agents can also questions to increase engagement
  • Admin options
    • Can display a chatter community in portals
    • Custom page layouts for questions and can Add buttons and links to questions
    • Brand emails headers and footers for custom notifications emails

Ideas community enhancements

• Idea Themes
  • New object to solicit feedback on planned projects from community members
  • Integration with service cloud consol
    • Easy filtering, searching and categorization
• New user interface library for look and feel

Knowledge Enhancements

• Data category Visibility
  • Previously – With Roles
  • Now – Permission sets
  • Can be assigned to Portal profiles
  • Map Case fields to Data Category groups – Can Pre Populate Article Search Filters Based on case Feed
    • Case To Data Mapping
    • Case field must be a text or picklist
    • Email templates support article type fields (use merge fields from an article type)
    • Case feed allows support agents to share article link
    • Article type can be added to CRT

Service Cloud Console

• Hot Keys of KB shortcuts for SCC
  • Customize from app setup
  • Standard Hot Keys
  • Custom hot keys
  • Personalization framework to maintain workspace across sessions
  • Add remove push notification listeners (Streaming api on VF)
  • Cross domain api (to communicate between SF and non SF domains and third party apps)