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  • Tag: Summer 14 releae notes

    • Delete Topics Directly in Salesforce

      Posted at 11:26 PM by Rakesh Gupta, on May 29, 2014

      hashtag

      Topics are a great way to organize or increase post and comments visibility. For example, if you post that you’re working on a presentation for your customer Universal Container, you might want to add the hashtag topic #UniversalContainer or #UC in your update. Anyone can click on these topics to find out more information about Universal Container and to see which peoples and groups are talking about Universal Container.

      Before  Summer’14 release if you want to Delete Topics the only way is by using the SOAP API, Chatter REST API, Developer console, My App or Chatter in Apex. But after Summer’14 you can easily delete them right on topic detail pages.

      Business Use case :- Business users in Universal Container want a way to delete Topics from Salesforce. In this demo I will delete Topic Summer’14.

      Solution of above business requirement

      To Delete Topic directly in Salesforce it’s required Delete Topics user permissions. To Delete Topic from Salesforce UI follow the below instructions

      1) Navigate to Topics detail page, In our case Topic Summer’14
      2) In the upper-right corner of a topic detail page, click on drop Down and Select Delete options, as shown in the below screenshot

      Delete Topics

      Delete Topics

      3) From the same menu, you can now edit details such as the topic name and description, or add a topic as a favorite etc.

      You can’t view and delete topics from Salesforce1 app. From the Salesforce1 mobile browser app (https://yourinstancename.salesforce.com/one/one.app) you can able to view topics and all feed related threads to that Topic but not delete.

      Salesforce1 Browser App

      Salesforce1 Browser App

      Few points to remember: – Before deleting topics remember below points

      • Topics are permanently deleted. They aren’t sent in the Recycle Bin.
      • Deleted topics are removed from search results, the topics list, all posts and records, Recently Talked About, Related Topics, and Trending Topics lists, and your users’ favorites.
      • Users can reintroduce a topic after it has been deleted.
      Posted in Chatter, Summer'14 Release | 0 Comments | Tagged ADM 201, Admin maintenance exam, Chatter, Chatter API, Chatter REST API, Chatter topics, Con 201, Custom link, Delete chatter topics, delete topcis in salesforce, Delete topic from Salesforce1 app, delete topics, Delete Topics user permissions, DEV401, developer console, developer maintenance exam, Force.com, Hashtag in Salesforce, Permission to delete topic in salesforce, salesforce, salesforce release, Salesforce summer 14 release, Salesforce summer14 release, Salesforce1, Salesforce1 mobile browser app, SOAP API, summer 14, Summer 14 enhancement, Summer 14 quick summary, Summer 14 releae notes, summer 14 release notes, summer 14 release preview, Summer 14 release summary, Summer'14, Summer'14 quick summary, Summer'14 releae notes, summer'14 release, Summer'14 release dates, Summer'14 release pdf, Summer'14 release summary, summer14 release date, summer14 release preview, summer14 releasepdf, summer14release, Topic detail page, Topic in Salesforce, Topic limitation, Topics, Topics in Salesforce, Trending Topics, Universal container, Using Topics to Organize Records, Workbench
    • Keep Favorite Report Folders In View

      Posted at 12:08 AM by Rakesh Gupta, on May 28, 2014

      Pin to report

      A folder is a place where you can store report, dashboard. Folders can be public, hidden, or shared, and can be set to read-only or read/write. It means a user may have access to several report and dashboard Folders. It’s difficult to find the report folder that you are looking for when it’s required, every time you have use search option to find report folder.

      Business Use case :- Users in Universal Container using report folders on a daily basis. In their organization they have more than 200 report folders. Users want a way so they can move Opportunity report folders to the top of the page.

      First of all thanks to Brendan Le Thuaut who post this idea (Pin reports folders) and everyone who voted. After Summer’14 release you can able to pin report folder like you can pin objects after searches (Existing feature).

      Pin to report folder feature available in all Editions. To pin an Opportunity report folder follow the below instructions

      1) Navigate to the Reports tab
      2) Move your mouse cursor to Opportunity report folder so a pin icon will be visible as shown in the below screenshot

      Move Cursor to Report Folder

      Move Cursor to Report Folder

      3) Click on pin icon and select Pin to top option as shown in the below screenshot

      Pin to Opportunity Report

      Pin to Opportunity Report

      4) Now you can see Opportunity report folder moved to top of the page as shown in the below screenshot

      Pin to Opportunity Report Folder

      Pin to Opportunity Report Folder

      Now you can pin your most-used report and dashboard folders to the top of the folder list so you don’t have to scroll down every time. You can pin as many as report folder you want. You can pin  maximum of 10 report folders.

      Unpin report folder

      To unpin report folder follow the below instructions

      1) Navigate to report folder that you already Pinned in our case Opportunity report folder
      2) Click on pin icon and select unpin as shown in the below screenshot

      Unpin report folder

      Unpin report folder

      Note: -To learn more about summer 14 release download release notes from here.

       

      Posted in Report & Dashboard, Summer'14 Release | 7 Comments | Tagged ADM 201, Admin maintenance exam, Con 201, DEV401, developer maintenance exam, Force.com, Keep Favorite Report Folders In View, limitation on pin report folder, Number of report folder user canpin, Number of report folder we can pin, Opportunity Report, Opportunity Report Folder, pin report folders, Pin reports folders, Pin to report folders, report enhancement summer 14, report folders, Sales cloud ehancement summer14, salesforce, salesforce release, Salesforce summer 14 release, Salesforce summer14 release, summer 14, Summer 14 enhancement, Summer 14 quick summary, Summer 14 releae notes, summer 14 release notes, summer 14 release preview, Summer 14 release summary, Summer'14, Summer'14 quick summary, Summer'14 releae notes, summer'14 release, Summer'14 release dates, Summer'14 release pdf, Summer'14 release summary, summer14 release date, summer14 release preview, summer14 releasepdf, summer14release, Unpin report folders
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