Salesforce Spring 15 New Features – Salesforce1

When we wrote Part 1 of our Spring 15 write-up, the salesforce1 part of the release notes were not available yet. They just came out, so we’re doing a bonus post just to cover all of the new Spring 15 features for salesforce1. Just a reminder on the original 3 parts:

  • Part 1 – Sales, Salesforce1 and the general platform
  • Part 2 – Service Cloud
  • Part 3 – Collaboration – Chatter, Communities and Work.com

66 updates just for salesforce1, so again, salesforce is showing their commitment to mobile. Here we go with the ones that interest us and as always, in no particular order:

  • More details on the Object Homepages – On tablets only (one trend you’ll quickly see on the salesforce1 updates this release is how they are optimizing the tablet experience vs. the smartphone experience. Big fan of taking advantage of the larger tablet real estate!) when clicking onto an object you’ll now see a lot more information. Including the fact that you simply see more fields on the homepage, you also can access up to 200 List Views from a drop down but also change the sort of the object homepage. In addition the search has been improved from this page.

    New Object Homepages in Salesforce1

    New Object Homepages in Salesforce1

  • More details on List Views and Search Results – Similar story as the Object Homepages, List Views has been improved for tablets as well. The preview cards are now gone, and the views look more like normal list views where you have a series of rows with the field columns across. In addition, you now see all fields in the list view vs. just a subset. You can sort of the list view by tapping on the column header and finally, there are actions you can launch by tapping on a “…” at the end of each row, which pops out the possible actions. For Smartphones, none of the above apply, but there is an additional “See More Views” option to be able to drill down into a larger view list. For Search Results, it’s the same concept. Only available on tablets, you now see a fill list of search results fields as well as have an action pop-out at the end of the row by tapping a “…”. Similar to the Object Homepage, the Search Results have sortable columns now as well.

    New Salesforce1 List Views

    New Salesforce1 List Views

  • Charts from List Views – Pretty slick new feature that is not only available only for Tablets using salesforce1, but it’s not even available in the browser based version. From the list view, a user can quickly generate a chart to visualize the data. Even though it only supports 3 chart types, this is a pretty slick feature.

    Create Charts in List Views in Salesforce1

    Create Charts in List Views in Salesforce1

  • Sales Path – Like the Charts from List Views, Sales Path is only available in salesforce1 and not from the browser. We covered this in Part 1. (and will re-iterate that it’s a major bummer this is only in salesforce1)
  • Account News – Very exciting feature where you can see News about an Account record right from the Account. I’ve always wondered why this wasn’t available before as this is super powerful. The news comes from a news feed powered by Data.com, but seems to pull mostly from Yahoo News, Twitter and some RSS Feeds. Unfortunately, this is only available in salesforce1 and is not in the browser. Argh.

    Account News on salesforce1

    Account News on salesforce1

  • Report and Dashboard Improvements – More improvements just for tablet users. First, dashboards now have the full 3 column view vs. having to swipe to view each column. Really nice update as this was a little annoying. Next – similar to how you can instantly chart off of a List View, you can now do the same thing off of a Report. Seems like a very cool feature where you just click on a data value in the report and it automatically filters by that and then pops open a chart.

    Charts from a Report in Salesforce1

    Charts from a Report in Salesforce1

  • Bundled Updates – Save Chatter Feed space with Bundled Post Updates. Basically, all updates that are done within 10 minutes of each other are automatically bundled into a single feed update. Saves space and is a nice consolidation. I think this is only in salesforce1, but the browser version could use this too!
  • File Filters – Some nice and quick filters to make it easier to narrow down files lists. Only part of the salesforce1 app, but it is available on the tablet as well as the smartphone.
    Salesforce1 File Filters

    Salesforce1 File Filters

  • Maps and Address Updates – Similar to the browser version, you can now see Google Maps for the standard address fields from salesforce1. One cool addition that is only available on salesforce1 is that when entering a standard address now salesforce1 will suggest address matches as an auto-complete. Very nice. (Psst. We could use that on the browser version too!)
  • Chatter Updates – A bunch of small improvements to the Chatter experience of salesforce1. Groups are now sorted by the activity within the group, so the groups with the most recent activity are on top. When viewing Chatter Feeds from a tablet, the comments are fully expanded, vs. having to click a link to see the full comment like you have from a smartphone. Group Member lists, the profile photos are now visible. Finally, when within Groups, you can now search within that Group just like the browser based app. Very handy update there.
  • Today Improvements – A few improvements to the Today app – which is still one of my favorites. Now, you can refresh your Today app by using the pull-to-refresh motion. Before you had to leave the app and come back into it. From the tablet, you now see the Today app in a two column format to use more real estate. Finally, the weather information is gone. Seems that was hurting performance of the app. It’s raining anyway.

Wow. Overall a huge update for salesforce1 – especially for tablet users. Amazingly, there are some super cool features here that are only in salesforce1 and not the browser. Hopefully these hit the browser in Summer 15, as these are big enough features to be cross-platform. Don’t leave the non-mobile users – like Inside Sales teams – behind!

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