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1) Salesforce Console for Sales
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3) Add/Remove follower to record with Visual Workflow
Overview of Salesforce Console
Learn how you can use a Salesforce Console to find and update records quickly in Salesforce. You can easily set up a Salesforce Console for support agents. The console lets agents see multiple customer records on one page in Salesforce. You can also take a look of my article Salesforce Console for Sales
Release Management: Deploying Changes Using Change Sets
In this video Salesforce explains how to use change sets to move configuration changes, such as apps, objects, and permission sets, between your organizations. It’s the last in a video series that explains how to manage releases using Force.com’s point-and-click tools, a developer sandbox, and change sets, making it ideal for small-scale organizations with basic deployment needs. For more complex enterprise scenarios, such as building large-scale applications across multiple sandboxes, see the Development Life-cycle Guide.
prepare for additional login pools
Salesforce is creating more login pools, so it means that login.salesforce.com may end up at a different data centre than before, so you need to whitelist all the IP addresses as mentioned. On May 17, 2014, Salesforce production instances will be updated and it is critical that you take the actions mentioned in below URL to prepare your organization. prepare for additional login pools
Tip #1 – Schedule Report For Future Runs
If you’ have turned this on enhanced folder sharing for report, You can check it by following the path
- Click on Name | Setup | App Setup | Customize | Reports & Dashboards | Folder Sharing
You can schedule a report to be sent only to those people who have access to the folder in which the report is stored. If names don’t appear when you search, check whether those people actually have access to the folder.
Tip #2 – Manual Approver Option In Approval Process
While configuring approval process on step-5 if you selected “Allow approvers to access the approval page from within the salesforce.com application, or externally from a wireless-enabled mobile device” option under the Security Settings section as shown in below screenshot
You won’t get “Let the submitter choose the approver manually” option under step-3 (select assigned approver) while setting up approval steps, as shown in below screenshot
Salesforce.com Summer’14 Sandbox Preview Instructions
The Sandbox Preview window for Summer ‘14 is scheduled to start on the June 6, 2014. If you would like your Sandbox organization to take part in the Summer ‘14 Preview, your Sandbox must be active on a preview instance by June 6, 2014 to take part in an overall instance upgrade. Gaining early access to Summer ‘14 is a great way to test out new features and settings before the GA release and upgrade of your production org. It’s also important to be aware of the sandbox preview window should you wish to retain the current release in your sandbox org (to effectively opt-out of the preview)
Preview Windows Refresh Schedule
Use the graphic below to assist in understanding and planning around the preview window refresh schedule. For example, if your Sandbox is on CS3 and you refresh it after 12 AM PST on May 31, 20140, it will be moved to a non-preview Instance.
Note:- To learn more about Salesforce.com Summer ‘14 Sandbox Preview Instructions click on the link.