The Salesforce.com Winter ’17 release notes can be read in detail here. Integration Synchronize appointments from Google Calendar™ to Salesforce (beta) Customize Lightning for Outlook by designing email panes using the App Builder. Add components like accounts, contacts, or matters and include custom components that reflect your firm’s use case.
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How do I get help with Salesforce security questions?
Bring your questions to an Ask the Expert webinar, search sessions and register here, and check out other great events where you can connect with a Salesforce expert. 2. Update your user settings to incorporate profiles, permission sets, roles, and data security.
Should you give your users access to login credentials in Salesforce?
After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
What do I need to manage cloudally backup for Salesforce?
This guide is organized to help you find the information you need to manage CloudAlly Backup for Salesforce. It is divided into functional parts intended to support you as you manage your environment. Configuration Prerequisites To administer the CloudAlly Backup for Salesforce environment, the following are required: •Salesforce Subscription.
How do I edit a user profile in Salesforce?
profile by performing the following procedure: Login to your Salesforce account. Click Setupat the top of the page. Under Administration Setup expand Manage Users then click Profiles. Click Editfor the appropriate Profile. Under Administrative Permissions check API Enabled, View All Data, and Modify All Data.
Here are a few of the most exciting features for Admins
Call a Process from Another Process: As a longtime fan of Process Builder, I am so excited about this functionality. Now you can build a process that another process can invoke. This allows you to organize your processes better, and create processes that are triggered by specific events, and criteria being to evaluate within another process.
Cool features coming in Beta or Pilot
Every release Salesforce releases a set of features to Beta and Pilot. Here are a few of the features to check out.
Trailblazer Community Enhancements
It's easier than ever for Trailblazers to ask questions and share knowledge with the Trailblazer Community. We've broken down the silos to help Trailblazers learn across Groups, Topics, and Members with integrated recommendations.
Trailhead GO Enhancements
Expand your skill set, grow your career, and connect in new ways with inbox push notifications, advanced filtering, feed enhancements, and more.
Content Permissions
Content Permissions allow myTrailhead customers to segment content into logical collections, and assign those collections to users through permission sets.
Signature Success Plan Enhancements
We’ve expanded Signature Success Plan coverage across Salesforce Maps, Communications Cloud, Media Cloud, Energy & Utilities Cloud, and GovCloud. Signature drives business growth with proactive, personalized expertise. It includes the assistance of a dedicated Technical Account Manager (TAM), fastest response times, and proactive services.
Premier Success Plan Enhancements
We’ve expanded Premier Success Plan coverage across Salesforce Maps, Communications Cloud, Media Cloud, Energy & Utilities Cloud, and GovCloud. Premier provides specialized guidance. It includes faster response times, access to chat support, as well as Expert Coaching Sessions to give you the help you need to be successful.
