Salesforce Winter 2012 Features

Written by ShamrockCRM on December 21, 2011 – 11:27 am

Salesforce Winter 2012 features.  I know this is a little (very) late, but it is better than never.

There are a lot of big releases during this upgrade and a lot of new things for everyone to learn, like Siteforce and Visual Workflows.  Take a look below to see my platform overview

See the release notes in PDF form here.

Social Contacts

Salesforce Social Contacts – this feature sounds great, but I am not overly enthusiastic.  You can link your contacts to Twitter, Facebook, and LinkedIn.  You can add in their picture and see their posts.  Great!  The problem is that you need to do this contact by contact and social network by social network.  The system does not automatically scour the web and update all of your contacts.  Even worse, Salesforce searches the social networks by the contact’s name.  Have you ever tried searching Facebook for a common name?  You ALWAYS get 100 results. Have fun with that.

Chatter Customer Groups

Customer Chatter Groups – This is a great feature.  Create your own “customer portal” for collaboration and discussion.  Invite your customers into a Chatter group and chat with them, share documents, and more.  I like it.  Maybe try tying this in with an actual Salesforce customer portal?

Dynamic Dashboards

Dynamic Dashboard filtering – This is one of those features that should have been there since day 1.  Now, you can filter individual dashboards by criteria, such as region, industry, product line, etc.  For all of the large organizations out there that have SO many dashboards created in a specific (hokey) way, I wonder how difficult it will be for them to migrate 1000 dashboards into this format.

Case Flow

Case flows – Wow, Cases have become beautiful in the Service Cloud.  Everything seems very social.  It is very easy to add comments, send emails, log calls and more.  This is really a great UI makeover.

Case Flow

The Service Console has somewhat of a small overhaul as well and makes it very easy to find data quickly.

Pinned Lists

Pinned Lists – For the service console, you can now pin vital lists on the left side of the screen to always have the data available.  Very nice.  Time for everyone to invest in wide screen monitors.

Chatter Private Messages

Chatter Private Messages – This is another “should have been day 1” feature.  Very simple.  Send messages to 1 or many people in Chatter.

Chatter Approvals

Chatter Approvals – Integrating approval requests directly into Chatter feeds for the manager that does not like digging through many records to find an action he needs to take.

Chatter NOW

Chatter Now – Integrating instant messaging directly into Salesforce with Chatter Now.  How many instant messaging clients does everyone have now?  Well, here is one more.

Chatter for Microsoft SharePoint

Chatter for Microsoft SharePoint – Allowing for simple integration of Chatter functionality into Microsoft SharePoint.  This seems very useful for making all of your boring internal websites socially enabled.  Great idea.

Quick App Building

Admin quick links – This should make it a lot easier for the new SFDC admin.

Fast App Building

One-click App Creation – Salesforce is trying to make it a LOT quicker to create a new custom object, app, and tab.  Simply click the “Create App” button, fill in a few fields and you are ready to start.  A little bit easier than before.

Visual Workflow

Visual workflows – This is where I get excited.  Visual Workflows allow you to use a cloud designer tool to visually create VisualForce wizards.  So, instead of building a lot of VisualForce, it can all be drag and drop, point and click.  This is something everyone needs to spend a couple of hours learning over the next few months.

Siteforce

Siteforce – is generally available in Winter 2012.  It is essentially a web designer tool and content management system all in one, allowing you to utilize Salesforce as a backend database/admin console and build a dynamic front end website with nothing but point and click.

There are also several smaller features available, such as:
-Likes on Chatter comments
-Cloud designer for Visual Workflows
-Sharing Chatter files via email/IM inside and outside of SFDC (awesome!)
-Upload and Share Files at same time
-More Chatter filters
-Chatter Desktop
-Chatter for Android
-New Forecasts generally available
-Salesforce Mobile Beta for Android phones
-Presentations can no longer be assembled
-Enhanced reports tab (here’s to confused users that just got used to managing their reports)
-iPad mobile dashboards app
-Jigsaw is now Data.com
-Permission sets are now available – no longer need to create an infinite number of profiles to solve small needs!
-Just in Time provisioning for SSO portals
-APEX REST API


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