Here are the highlights of the Salesforce Summer '13 release for Salesforce Foundation customers. You can find full details about the new release at http://www.salesforce.com/customer-resources/releases.

1. Highlights of Summer ’13
Nonprofit & Higher Education
Evan Callahan
Force.com Developer
Salesforce.com Foundation

2. What’s new in Summer ’13?
1. Communities
2. Chatter Improvements
3. Salesforce Touch Enhancements
4. Reorganized Setup Interface
5. Enhanced Report & Dashboard Sharing
6. Platform Improvements
7. Developer Improvements

3. Salesforce Communities
§ Allow external constituents to join you in the cloud
§ Get engaged with your constituents, and get them
connected to one another
§ Portal + social network
– Chatter
– Q&A
– Knowledge
§ Our Own Community (coming July 15th):
The Power of Us Hub

4. Who is Your Community?
A few examples:
§ Grant makers
– Grantee Community
§ Advocacy
– Issue / Discussion Community
§ Higher Ed Institutions
– Applicant Community
– Student & Job Placement Community
– Alumni Community

5. Communities – Chatter at the Core

6. Communities – Q&A

7. Communities – Create and Configure

8. Set Up Your Community
§ Purchase Licenses for Community Users
– Customer Community
– Partner Community
– Existing portal licenses are equivalent
§ Configure and customize the Community
– Which tabs will you show?
– Who will you invite?
– Customize with your own branding, Site.com, or Visualforce
§ Invite everyone
§ Be ready to engage with them

9. Power of Us Hub Demo

10. Chatter Improvements
§ Chatter Topics
– Helps everyone to categorize chatter posts
– Provides a page for the discussion of each topic
– Exposes which topics are “trending”
§ Chatter Actions
– Create new objects by posting in the feed
§ Find in Feed
– Search within a chatter feed

11. The Title of the topic
page is displayed in the
top left of the page.
People talking
shows how many
unique Chatter
users have talked
about this Topic in
the last 2 months.
The Description
area is provided that
can be edited/updated
by any user
(like a wiki page)

12. Publisher: Topic Pages will now
include a publisher to make it easy for
users to post their questions and
share content directly on the page.
Add to Favorites: Clicking “Add
to Favorites” places it on your
Chatter tab in the “Favorites”
area so that you can quickly
access the topic feed.
Recent Files display a
widget that displays the
last 3 files that were
posted on this Topic.
Groups Talking display a widget
that shows the top 3 groups that
have recently been talking about
this topic.

13. Chatter Actions
§ Create objects directly in the Feed

14. Find in Feed
§ Search to find a conversation, comment, or file

15. A Couple Questions?

16. Salesforce Touch Improvements
§ Dashboards on iPad and iPhone
§ Communities in Touch
§ Improved contact and task management

17. Reorganized Setup Interface
The tree’s reorganized
top-level headings

18. Personal Settings
Click My Settings
to open the new
personal settings
interface
There is also a My
Settings link on
Chatter Profiles

19. Enhanced Sharing for Reports and Dashboards
Fine-grained sharing for Report and Dashboard folders gives you
detailed control over what users can do with folders
– Viewer access lets you see the data in a report or dashboard
– Editor access lets you view and modify reports and dashboards
within a folder, and move them to and from any other folders
– Manage access gives you all this and more

20. Platform Improvements
§ Checkboxes in formulas
§ Cross-object formulas can see Owner (User) fields
§ State and Country picklists (contact support for beta)
§ Record types assignments via permission sets
§ Management tools for full sandboxes

21. Checkbox Return Type in Formulas
Checkbox return type is
now available when
creating formula fieldsFormula field can store a
boolean value
Formula field appears as a
standard checkbox in record
detail pages, list views and
reports
CUSTOMER IDEA: Checkbox formula field return type was
submitted by a customer via the Idea Exchange.

22. Owner Fields in Cross-Object Formulas
CUSTOMER IDEA: Owner fields in cross-object formulas was
submitted by a customer via the Idea Exchange.
Owner fields are available on Users
and also Queues and Calendars (on
objects that support them)
This value is coming
from the Case Owner’s
record!

23. State and Country Picklists
§ Will provide consistency and ease of data entry
§ You can override our standard state and country lists as
well as create your own
§ There is a tool for updating existing state/country data
§ Has not been tested with NPSP, but we will provide
instructions
§ Public Beta – contact support to enable

24. Record Type Assignments Via Permission Sets
Assign a
record typeAccessed through
the Object node in
permission sets
Permission
Sets provide
granular
access

25. Improvements for Developers
§ All-new Developer Console
§ Custom settings now copied into developer sandboxes
§ Look for enhancements to:
– Chatter in Apex
– Visualforce Remoting
– Connected apps (aka Canvas apps)
– Packaging API – install managed packages via code
§ Apex tests must now be in a separate class

26. Developer Console
All tabs have been
moved to the bottom
to create more space
Tab highlighting for
easier navigation
Buttons have
been moved to
the menu bar

27. Developer Console
§ Code completion!
§ Keyboard shortcuts

28. Questions?

29. Learn More!
facebook.com/salesforce salesforce.com/newfeatures
salesforcefoundation.org/blogs