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Salesforce.com: Winter ’13Salesforce.com Winter '13 Release NotesLast updated: January 4 2013 Copyright 2000–2012 salesforce.com, inc. All rights reserved. Salesforce.com is a registered trademark of salesforce.com, inc., as are othernames and marks. Other marks appearing herein may be trademarks of their respective owners.
Table of ContentsTable of ContentsAbout the Release Notes.4What’s Included in the Release Notes.4Your Feedback Matters.4Release Notes Changes.5Summary of Winter ’13 Features and Impact on Salesforce Users.8General Enhancements.8Chatter Enhancements.8Sales Enhancements.10Service Enhancements.11Analytics Enhancements.13Mobile Enhancements.14Data.com New Features and Enhancements.14Site.com Enhancements.16Force.com Enhancements.17General Enhancements.25Salesforce Communities (Pilot).25Browser Enhancements.25Chatter.26Polls.26Chatter Tab Navigation Enhancements.26Chatter Influence Calculation Enhancement.27Improved Posting Experience.28Chatter Desktop Enhancements.28Preview Links.29Work.com in Chatter—Pilot.30Administrator Settings for Rich Media Previews.31Additional Chatter Enhancements.32Chatter REST API Enhancements.35Sales.39Forecasts Enhancements.39Opportunity Teams Enhancements.43Salesforce for Outlook Enhancements.47Shared Activities Enhancements.55Additional Sales Enhancements.60Service.61Case Feed Enhancements.61Chatter Answers.68i
Table of ContentsIdeas.72Live Agent Enhancements.76Service Cloud Console.77Salesforce Knowledge.81Additional Service Enhancements.85Analytics.88Exportable Joined Reports.88Joined Reports on Dashboards.88Scatter Charts on Dashboards.89More Support for the Enhanced Reports Tab.90Mobile.91Salesforce Touch.91Salesforce Mobile SDK.98Chatter for iPhone and iPad – Version 2.4 Generally Available.99Data.com.101Data.com Product Suite Overview.101Data.com.103Data.com Administrator Features and Enhancements.103Data.com User Enhancements.107Data.com Clean.110Data.com Clean Administrator Features and Enhancements.110Data.com Clean User Features and Enhancements.113D&B Companies.116D&B Companies Administrator Features and Enhancements.116D&B Companies User Features and Enhancements.120Site.com.127Page Breadcrumbs.127Updated Menu Source Options.127Page Visibility in Menus and Breadcrumbs.127Site Map Links.128Cascading Editability.128Default Content in Editable Page Elements.128Improved Linking in Data Elements.129New Status Column.129“Nested Templates” Renamed “Child Templates”.129Repeaters and Repeater Elements Renamed.130Force.com.131Geolocation Custom Field—Beta.131Organization-Wide Permission Sets.132User Sharing—Pilot.135Visual Workflow Enhancements.139Schema Builder Enhancements.145ii
Table of ContentsSecurity Enhancements.146Developer Console Enhancements.148Force.com IDE Enhancements.157Connected Applications—Pilot.158Force.com Canvas—Pilot.158API Enhancements.159Apex Code Enhancements.169Visualforce Charting—Generally Available.191Additional Visualforce Enhancements.195Push Major Upgrade.203Environment Hub—Pilot.209Additional Force.com Enhancements.210Help and Training Enhancements.214iii
About the Release NotesAbout the Release NotesThe Release Notes are a comprehensive user guide for the latest release of Salesforce. Unlike a traditional release notes documentthat includes only a simple list of enhancements, the Salesforce Release Notes give you everything you need to get up andrunning with the new features and enhancements in the latest release.What’s Included in the Release NotesFor every new major enhancement, the Release Notes provide: A brief, high-level description of the functionalityImplementation tips to help you get started with setup and administrationBest practices to help you maximize the benefitComplete end-to-end instructionsBeyond the major new features, the Additional Enhancements sections include a list and brief description of every otherenhancement or functional change included in the latest release—everything from email, to new report types, to security andpackaging.Let the Release Notes be your guide to success with the latest release from salesforce.com!Your Feedback MattersWe know how important the Release Notes, online help, and documentation are to your company's success with Salesforce.To continually improve the content we deliver to you, we want to know what works and what doesn't. Let us know! Feedback forms—Every HTML documentation page, both in the online help and in our developer guides at DeveloperForce, includes a feedback form for you to submit your suggestions, corrections, and feedback about the documentation.Let us know what you think!IdeaExchange—We're listening to your ideas too. Winter '13 includes some of your top ideas. Visit IdeaExchange for acomplete list of ideas coming in Winter '13.Want to be notified whenever we publish new documentation or make significant updates to existing documentation? Followus on Twitter: @salesforcedocs.4
Release Notes ChangesRelease Notes ChangesWelcome to the Release Notes Change Log. Anything that’s changed with each new iteration of the release notes is righthere, with the newest updates at the top.DateWhat’s NewDescriptionJanuary 3, 2013Browser EnhancementsAdded a note to the Browser Enhancements section to clarify thatInternet Explorer 10 is not supported for the Service Cloud console.January 3, 2013Chatter Reporting and Chatter API Updated the description of reports for hashtag (#) topics and ofObjectsthe HashtagDefinition object to include hashtags used only inpublic posts and comments and not those used on records or inprivate groups.November 21,2012Help and Training Enhancements November 21,2012Known Issue Involving API andEmail Integration CompatibilityAdded information on help portal change for sandbox and DEusers, as well as for additional languages.Added a description of the new case collaboration feature.Changed title of “Usability Enhancements” section to “Helpand Training Portal Enhancements.”The API version 25.0 or earlier doesn’t return events with multiplecontacts related to the events.If you use Connect for Outlook or Connect for Lotus Notes, you’lllose event data when you relate multiple contacts to an event thatyou update in Salesforce and sync these events from Salesforce toyour email system.November 21,2012Expanded Definition of Data.comInactive StatusThe Data.com Inactive status now includes records that havebeen classified as non-marketable by D&B.November 21,2012Expanded International Data fromD&BData.com has more international records available, giving you moreaccount and contact search results.November 21,2012Chatter REST API Enhancements The Bookmarks Resources topic contained an incorrect exampleof the Feed-Items resource. The correct example rkedByCurrentUser true.November 14,2012Chatter REST API Enhancements The File Input request body incorrectly listed the descriptionparameter. The correct name of the parameter is desc.November 14,2012Chatter REST API Enhancements The Group Member response body incorrectly stated that the valueof the id property was a user ID. The correct value of the idproperty is a group membership ID.November 7, 2012 Salesforce TouchA downloadable version of Salesforce Touch that can be installeddirectly on iPad devices is now available from the Apple App Storeand AppExchange Mobile. The Touch Settings page has beenupdated to include a new enablement option for the SalesforceTouch downloadable app.November 7, 2012 Force.com IDE EnhancementsAdded section about Force.com IDE update.5
Release Notes ChangesDateWhat’s NewDescriptionOctober 31, 2012 Clarified Support for IE Conditional Clarified details of IE conditional comments, noting that only aCommentslimited subset of Visualforce is supported within conditionalcomments.October 31, 2012 Push Major UpgradeAdded a note saying this feature is available only to eligiblesalesforce.com partners.October 24, 2012 Link to Known Issues SiteAdded link to the Salesforce Known Issues site.October 24, 2012 Chatter for iPhone and iPad –Version 2.4 Generally AvailableAdded a section announcing the release of Chatter for iOS v2.4.October 17, 2012 Chatter Desktop EnhancementsUpdated release date and removed more frequent feed updates.October 17, 2012 Aggregate Function Enhancements Added information about updates to SOQL aggregate functions.October 10, 2012 Unfollow Unused RecordSubscriptionsAdded clarifications about the script for unfollowing unused recordsubscriptions.October 10, 2012 “Create and Own New ChatterGroups” User PermissionAdded a section on the “Create and Own New Chatter Groups”user permission.October 3, 2012Workflow Evaluation CriteriaUsability EnhancementsUpdated for further changes made to the workflow evaluationcriteria area of the user interface and documentation, based on earlycustomer feedback.October 3, 2012Chatter EnhancementsUpdated Chatter Reporting to “Not automatically visible. Featureis available but requires some setup.” because it requires a newcustom report type.October 3, 2012New Behavior for Customer Portal Updated the title and information to accurately reflect emailEmail Notifications When Nonotification behavior when the Change Owner to PortalChange Owner to Portal User User Template isn’t set for a portal.Template is Selected and NewBehavior for Partner Portal EmailNotifications When No ChangeOwner to Portal UserTemplate is SelectedOctober 3, 2012Search by D-U-N-S NumberAdded entry to the Data.com user enhancements section indicatingyou can search Salesforce by D-U-N-S Number.September 26,2012Work.com in Chatter—PilotAdded a section on Work.com features.September 21,2012Help and Training EnhancementsAdded the new Service Cloud Workbook and updated AnalyticsWorkbook to the Help and Training section.September 21,2012Opportunity Team KnownLimitationsAdded a known limitation about renaming tabs and labels for anopportunity team member.September 21,2012Help and Training EnhancementsAdded the Help and Training section, which lists videos anddocuments that are new or updated for Winter ‘13.September 21,2012Chatter Desktop EnhancementsAdded a list of new features available after mid-October, 2012.September 13,2012Geolocation Custom Field—BetaAdded the Geolocation custom field beta announcement.6
Release Notes ChangesDateWhat’s NewDescriptionSeptember 12,2012Connected Applications—PilotAdded the Connected Applications announcement.September 12,2012Salesforce TouchUpdated the process for enabling Salesforce Touch. It’s nowautomatically available to all organizations without first contactingSalesforce Customer Support, but a Salesforce administrator mustenable Salesforce Touch before users can access it. Also, theSalesforce Touch settings page has been slightly modified.Removed references to Touch App. When the downloadable versionof Salesforce Touch is available, we’ll update these release notes.September 12,2012Environment Hub—PilotAdded editions table for Environment Hub.September 12,2012Exportable Joined ReportsAdded edition availability for printable joined reports.September 12,2012Starting a Batch Job from AnotherBatch JobAdded a section announcing a change for Apex batch jobs.September 12,2012Geolocation Custom Field—BetaUpdated geolocation field editions table.September 12,2012Chatter and Salesforce Communities Added edition availability for Salesforce Communities and some(Pilot)Chatter features.September 12,2012Percentage sizing forSeptember 12,2012CRUC Notification for Changes to Added details about notification of a pending critical update forEscaping Behavior in Visualforcethis change in Visualforce.September 5,2012Browser EnhancementsAdded a note on discontinued support for Internet Explorer 6.September 5,2012New Access Token MethodAdded an entry for the new getAccessTokenMap method of theAuth.AuthToken Apex class.September 5,2012Force.com Canvas—PilotThe name of the Canvas Framework feature has changed toForce.com Canvas.September 5,2012Chatter API—Connect in Apex(Pilot)Changed the content from a note in the Chatter REST API sectionto its own topic. Also added the topic to the Apex CodeEnhancements section. apex:chart Added details for a minor new feature, sizing Visualforce chartswith percentages, in addition to pixels.7
Summary of Winter ’13 Features and Impact on Salesforce UsersSummary of Winter ’13 Features and Impact on SalesforceUsersWinter ’13 has features that immediately impact all users after the release. You may want to communicate these changes toyour users beforehand so they are prepared. Other features require direct action by an administrator before users can benefitfrom the new functionality.These release notes describe the new and modified features available in this release. For visibility into known salesforce.comissues, please refer to the Known Issues Site.The following table summarizes the Winter ’13 features and their impact on users. Review the feature details for the applicableSalesforce editions.General EnhancementsFeatureAutomaticallyAutomaticallyNot automaticallyContactvisible to all users.visible to allvisible. Feature is salesforce.com toNo setup required. administrators. Noavailable butenable this feature.setup required.requires somesetup.Salesforce Communities (Pilot)Browser EnhancementsChatter EnhancementsFeatureAutomaticallyAutomaticallyNot automaticallyContactvisible to all users.visible to allvisible. Feature is salesforce.com toNo setup required. administrators. Noavailable butenable this feature.setup required.requires somesetup.PollsChatter Tab Navigation EnhancementsChatter Influence CalculationEnhancementImproved Posting ExperienceChatter Desktop Enhancements8
Summary of Winter ’13 Features and Impact on Salesforce UsersFeatureAutomaticallyAutomaticallyNot automaticallyContactvisible to all users.visible to allvisible. Feature is salesforce.com toNo setup required. administrators. Noavailable butenable this feature.setup required.requires somesetup.Preview LinksWork.com in Chatter—PilotAdministrator Settings for Rich MediaPreviewsSalesforce Communities (Pilot)Chatter Messenger Enhancements(available within 24 hours after theWinter '13 release)Chatter ReportingImproved Feed Sorting Includes PollsPost VisibilityUpdated Chatter Icons and ButtonsChatter Feed Search Label ChangeView the External Apps Approved toAccess Chatter DataUnfollow Unused Record Subscriptions“Create and Own New Chatter Groups”User PermissionGoogle Talk in Salesforce No LongerSupported By GoogleChatter REST API EnhancementsChatter API—Connect in Apex (Pilot)9
Summary of Winter ’13 Features and Impact on Salesforce UsersSales EnhancementsFeatureAutomaticallyAutomaticallyNot automaticallyContactvisible to all users.visible to allvisible. Feature is salesforce.com toNo setup required. administrators. Noavailable butenable this feature.setup required.requires somesetup.Use Chatter People Hovers (RepHovers)Create Forecasting Custom ReportTypesForecast Managers Can Adjust Forecastsin Any CurrencyConfigurable Forecast List View for theOpportunity PaneCustomizing Opportunity TeamsOpportunity Team Known LimitationsEnabling Team SellingDisabling Team SellingEditing Multi-Line Layouts forOpportunity TeamsUsing Opportunity TeamsAdding Members to an OpportunityTeamViewing Your Salesforce World inMicrosoft Outlook —BetaSyncing Recurring EventsSaving Time with Email AssociationsShared Activities for EventsKnown Issue Involving API and EmailIntegration CompatibilityEnabling Shared ActivitiesActivity Rollup to Accounts for ContactsEvent and EventAttendee ObjectChanges10
Summary of Winter ’13 Features and Impact on Salesforce UsersFeatureAutomaticallyAutomaticallyNot automaticallyContactvisible to all users.visible to allvisible. Feature is salesforce.com toNo setup required. administrators. Noavailable butenable this feature.setup required.requires somesetup.Label Change for Upload NewDocument PageNew Behavior for Partner Portal EmailNotifications When No Change Ownerto Portal User Template isSelectedSalesforce Communities (Pilot)Service EnhancementsFeatureAutomaticallyAutomaticallyNot automaticallyContactvisible to all users.visible to allvisible. Feature is salesforce.com toNo setup required. administrators. Noavailable butenable this feature.setup required.requires somesetup.Case Feed EnhancementsNew Customization Options in CaseFeedCustom Publishers in Case FeedNew Feed Items Available in Case FeedEmail Drafts and ApprovalsSupport for Chatter Answers in CaseFeedSmart Email Templates in Case FeedUpdated Look for Case FeedNew Case Feed Methods in theInteraction APIChatter Answers EnhancementsEncouraging Community Participationwith Chatter Answers Reputation11
Summary of Winter ’13 Features and Impact on Salesforce UsersFeatureAutomaticallyAutomaticallyNot automaticallyContactvisible to all users.visible to allvisible. Feature is salesforce.com toNo setup required. administrators. Noavailable butenable this feature.setup required.requires somesetup.Customizing Chatter Answers in Portalsusing Visualforce PagesAdding a Custom Visualforce Page to aPortalCreating Questions from
you can search Salesforce by D-U-N-S Number. October 3, 2012 Search by D-U-N-S Number September 26, Work.com in Chatter—Pilot Added a section on Work.com features. 2012 Added the new Service Cloud Workbook and updated Analytics Workbook to the Help and Training section. September 21, Help and Training Enhancements 2012
