Release 7 of 68 · June 2006
Salesforce Summer ’06 release notes
Salesforce PRM and a mobile overhaul
- Documented changes
- 76
- 94 fewer than Winter ’06
- AI-related
- 0
- 0% of the release
- In beta or pilot
- 0
- Retirements
- 0
What it brought
Summer '06 added Salesforce PRM, which extends Salesforce to indirect channels through branded partner portals, partner profiles, lead queues and a Lead Inbox that partners claim leads from. The release is small, 76 notes, and more than half of them are AppExchange Mobile: products and price books on the device, lead and case assignment rules, case comments and history, better password handling and new BlackBerry certifications. Two packaged AppExchange apps shipped alongside, Service Entitlements for SLA tracking and escalation and Advanced Call Scripting for branching scripts. Leads gained field history tracking and attachments. Everything in it is GA, with no pilots or retirements.
- Headline feature
- Salesforce PRM and branded partner portals
- Most changes in
- Mobile (40 of 76 notes)
- New packaged app
- Service Entitlements tracks SLAs
- Back-office integration
- Salesforce Connector for SAP R/3
- New on leads
- Lead history on up to 20 fields
By capability
By product
Capabilities and change types are Jev’s categories; products come from Salesforce’s own headings. How the notes were categorized
Every note in Summer ’06
By product, in the order of the PDF. Each title links to its page in Salesforce’s release notes.
Sales Cloud3
Service Cloud20
- Service Entitlements appp. 19
- Verifying service entitlements on contactsp. 19
- Service entitlements without contractsp. 19
- Verifying service entitlements on casesp. 19
- Deleting service entitlementsp. 19
- Changing a case's service entitlementp. 19
- Service entitlement reportingp. 19
- Named callers with PINsp. 19
- Responding to cases with entitlementsp. 19
- Service entitlements on contractsp. 19
- Answer scoring and passing scoresp. 32
- Branching scripts with root questionsp. 32
- Question and answer coachingp. 32
- Script wizardp. 32
- Advanced Call Scripting appp. 32
- Running scripts from record detail pagesp. 32
- Answer formats and saving responses to fieldsp. 32
- Campaign call scriptsp. 32
- Call scripting reports and dashboardsp. 32
- Save & Convert on lead scriptsp. 32
Experience Cloud12
- Partner usersp. 5
- PRM portal branding and settingsp. 5
- PRM portal translationsp. 5
- Automatic lead conversion by partnersp. 5
- PRM portalsp. 5
- Salesforce PRMp. 5
- Portal assignment by partner profilep. 5
- Lead assignment to partner usersp. 5
- Lead Inbox and lead poolp. 5
- Partner accountsp. 5
- Multiple PRM portalsp. 5
- Portal document foldersp. 5
Mobile40
- Mobile case assignment rulesp. 44
- Richer mobile case search resultsp. 44
- Support menu on the devicep. 44
- Mobile lead assignment rulesp. 44
- Grant login access to supportp. 44
- Per-application support contact informationp. 44
- Mobile cases and solutionsp. 44
- Verify Password optionp. 44
- AppExchange Mobile Summer '06p. 44
- Auto-generated mobile passwordsp. 44
- Mobile products and price booksp. 44
- Debug trace output linkp. 44
- Status link on the user list pagep. 44
- Username field in Invite Mobile Usersp. 44
- Relationship-based filtering in custom viewsp. 44
- Renamed objects default to plural namesp. 44
- Informative installation messagesp. 44
- Native-style local search on BlackBerryp. 44
- New BlackBerry device certificationsp. 44
- Relative date fields in custom viewsp. 44
- Deployment progress indicatorp. 44
- Custom views for all objectsp. 44
- Dimmed icons for temporary recordsp. 44
- Faster list screensp. 44
- Show Password checkboxp. 44
- Activity menu items hidden when not mobilizedp. 44
- Dependent picklists hidden without a controlling valuep. 44
- Default values for multi-select picklistsp. 44
- Preference screens on object list screensp. 44
- RIM tasks application optionp. 44
- Checkboxes replace True/False picklistsp. 44
- New Palm Treo device certificationsp. 44
- BlackBerry custom view and picklist fixesp. 44
- Treo section header and Manage Views displayp. 44
- Remote search on Palm Treop. 44
- New Event menu item on Treo detail screensp. 44
- Return key tabs on the Treo login screenp. 44
- Two-column detail screens on Treop. 44
- Treo picklist, view and address fixesp. 44
- Treo interface aligned with BlackBerryp. 44