Release 8 of 68 · October 2006 · API 8.0
Salesforce Winter ’07 release notes
Approvals, validation rules and the Salesforce console
- Documented changes
- 276
- 200 more than Summer ’06
- AI-related
- 0
- 0% of the release
- In beta or pilot
- 22
- Retirements
- 0
What it brought
Approval processes and validation rules both appeared in Winter '07. Administrators could build simple or multistep approval chains on standard and custom objects, with entry criteria and actions at each step, and write validation rules that block a bad save with a formula and an error message, enforced in Salesforce and through the Apex API. The Salesforce console put a list view, a detail view and a mini view on one AJAX screen. Developers got upgradeable managed packages with namespaces, custom buttons and s-control overrides, and outbound messaging to replace API polling. At 276 notes it is a big release, weighted toward the platform and customization. Call Center Edition and person accounts shipped as limited releases.
- Biggest new capability
- Multistep approval processes
- Data quality arrives
- Validation rules block bad saves
- New screen for agents
- Salesforce console on one AJAX page
- Limited release
- Call Center Edition with a CTI SoftPhone
- ISV milestone
- Managed packages gain upgrades and namespaces
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 Winter ’07
By product, in the order of the PDF. Each title links to its page in Salesforce’s release notes.
Sales Cloud82
- Activities Sharing Modelp. 19
- Calendar User Interface Enhancementsp. 19
- Person Account Behaviorsp. 20
- Custom Links for Tasks and Eventsp. 20
- Lead Conversion to Person Accountsp. 20
- Events Security for Group Event Inviteesp. 20
- Popup Reminders on Tasks and Eventsp. 19
- Person Account Fieldsp. 20
- Enhanced Territory Managementp. 29
- Territory List View Filtersp. 29
- Person Accounts Unsupported in Desktop Clientsp. 20
- Territory Fields and Filters in Reportsp. 29
- Territory Hierarchyp. 29
- Enabling Territory Managementp. 29
- Client Management Using Person Accountsp. 20
- Limit of 500 Territoriesp. 29
- Territory-Based Forecastingp. 29
- Cloning Territoriesp. 29
- Territory Management Settingsp. 29
- Managing Users in Territoriesp. 29
- Transferring Users Between Territoriesp. 29
- Manually Assigning Accounts to Territoriesp. 29
- Account Assignment Rulesp. 29
- Lotus Notes Editionp. 47
- Synchronizing Contacts, Events and Tasks with Lotus Notesp. 47
- Creating Cases from Lotus Notes Emailsp. 47
- Uploading Lotus Notes Emails to Salesforcep. 47
- Opening Salesforce Records from Lotus Notesp. 47
- Lotus Notes Edition System Requirementsp. 47
- Quick Create of Salesforce Records from Lotus Notesp. 47
- System-Wide Deployment of Lotus Notes Editionp. 47
- Person Accounts Not Supported in Lotus Notes Editionp. 47
- Customizing Lotus Notes Edition Through the Dictionary Filep. 47
- Associating Lotus Notes Items with Salesforce Recordsp. 47
- Resolving Data Conflictsp. 47
- Salesforce Address Book in Lotus Notesp. 47
- Restricting Data Movementp. 47
- Lotus Notes Edition Optionsp. 47
- Mapping Custom Fields for Synchronizationp. 47
- Deleting Multilingual Solutionsp. 94
- Account Name Field Lengthp. 94
- Default Account Teamp. 94
- Account Team Access Levelsp. 94
- Automatic Addition of the Default Account Teamp. 94
- Customizable Partners Related List on Accountsp. 94
- Account Team Member Rolesp. 94
- Case Contact Fields in Case Assignment Rulesp. 94
- Case Comment Notifications to Non-Portal Usersp. 94
- Case Comment Information in the Report Wizardp. 94
- Contact Account Change No Longer Moves Casesp. 94
- Case Account Name No Longer Defaults from Contactp. 94
- Editing and Deleting Case Commentsp. 94
- Case Contact Rolesp. 94
- Close Link on the Cases Related Listp. 94
- Email-to-Case Automatic Field Updatesp. 94
- Account Name on the Close Case Layoutp. 94
- Email Thread Optionsp. 94
- Help & Training Window Enhancementsp. 94
- Quota Administration Through the Apex APIp. 94
- Forecast Category Detailsp. 94
- Forecast Summary Reporting on Teams and Inactive Usersp. 94
- Lead Company Field Lengthp. 94
- Custom Links for Opportunity Productsp. 94
- View Filter on Lead History Reportsp. 94
- List Price Field in Opportunity Product Formulasp. 94
- Customizable Partners Related List on Opportunitiesp. 94
- Forecast User Renamed Forecast Managerp. 94
- Saving the Hierarchy Level in Reportsp. 94
- Deactivated Users Retain Opportunities and Forecastsp. 94
- All User Fields Available in User Reportsp. 94
- Owner Field in the Account Owner Report Lookupp. 94
- Custom Summary Formula Lengthp. 94
- Redirect Back to Report After Savingp. 94
- Dashboard Calculation Row Limitp. 94
- Solution Attachment Size Limitp. 94
- Prohibited Solution Attachment File Typesp. 94
- Readable Axis Values on Line and Bar Chartsp. 94
- Published Checkbox Renamed Visible in Self-Service Portalp. 94
- Solution Search Proximity Searchingp. 94
- Back Links in Solution Search Resultsp. 94
- Solution Subject and Description Merge Fieldp. 94
- Field History Respects Field-Level Securityp. 94
Service Cloud36
- Salesforce Consolep. 12
- Partner Accountsp. 12
- Console List Viewp. 12
- Related Objects for the Mini Viewp. 12
- Mini Page Layoutsp. 12
- Console Layouts and Profile Assignmentp. 12
- Per-Profile Desktop Client Access Settingsp. 45
- Desktop Client Update Alertsp. 45
- Call Center Editionp. 64
- Call Center Directoryp. 64
- Cloning a Call Centerp. 64
- CTI Adaptersp. 64
- Additional Directory Numbersp. 64
- Call Center Records and Definition Filesp. 64
- SoftPhone Layoutsp. 64
- Assigning SoftPhone Layouts to User Profilesp. 64
- SoftPhone Login and Automatic Loginp. 64
- Using the SoftPhonep. 64
- Making Calls and Click-to-Dialp. 64
- Answering Calls with Matching Recordsp. 64
- Putting a Caller on Holdp. 64
- Call Center Statep. 64
- Conference Callsp. 64
- Wrap-Up Codesp. 64
- Automatic Call Logsp. 64
- Transferring Callsp. 64
- Call Center Edition Reportsp. 88
- Multilingual Solutionsp. 88
- Multilingual Solution Search in the Self-Service Portalp. 88
- Personal SoftPhone Settingsp. 64
- Multilingual Solution Search for the Public Knowledge Basep. 88
- Managing Call Center Usersp. 64
- Translated Solution Categoriesp. 88
- Translated Solutions Report and Report Typep. 88
- Setting Multilingual Solution Statusesp. 88
- Importing Master and Translated Solutionsp. 88
Experience Cloud10
- Custom Objects in the Partner Portalp. 6
- Salesforce PRMp. 6
- Password Reset Self-Service for Partnersp. 6
- Activity-Based Collaboration with Partnersp. 6
- Partner Statisticsp. 6
- Multiple PRM Portalsp. 6
- Configurable Email Templatesp. 6
- Lead Conversion for Partner Usersp. 6
- Configurable List Views for Partnersp. 6
- Channel Manager Login as Partner Userp. 6
Mobile7
Analytics4
Data Cloud / Data 3609
- Importing Attachments with the Data Loaderp. 194
- AppExchange Data Loader 8.0p. 194
- Upsert Operation in the Data Loaderp. 194
- Batch Mode from the Command Linep. 194
- Batch Mode Interface Not Backwards Compatiblep. 194
- Command Line Operationsp. 194
- Column Mapping Files for Batch Modep. 194
- Database Connectivity for Batch Processesp. 194
- Data Access Objectsp. 194
Platform109
- Custom S-Controls in Dashboardsp. 99
- Custom S-Controls on Record Detail Pagesp. 99
- Custom Buttons and Linksp. 99
- Overrides of Standard Buttonsp. 99
- S-Control Limit Raisedp. 99
- Where is this used? Page for S-Controlsp. 99
- S-Control Developer Enhancementsp. 99
- Custom Links for Opportunity Products, Tasks and Eventsp. 99
- Global Variables in S-Controlsp. 99
- OnClick JavaScript Content Source for Buttons and Linksp. 99
- Window Open Properties for Buttons and Linksp. 99
- S-Control Snippetsp. 99
- Viewing References to Salesforce Componentsp. 115
- Overriding Standard Buttonsp. 99
- Replacing Salesforce Online Helpp. 115
- Renaming Standard Fields and Labelsp. 115
- Default Sharing Model for Custom Objectsp. 118
- Consolidated Queue Setupp. 118
- Taking Ownership of Custom Objects in a Queuep. 120
- Queues for Custom Objectsp. 118
- Smart Defaulting of Field Valuesp. 120
- Default Values Not Executed by Lead Conversion and Web Formsp. 120
- Workflow Field Updatesp. 124
- Field Types Supporting Default Valuesp. 120
- OR Filters in Workflow Rulesp. 124
- Workflow Rule Limits Raisedp. 124
- NEXT and LAST n DAYS Filter Valuesp. 124
- Owner Change Fires Workflow Rulesp. 124
- User Object Fields in Workflow Rulesp. 124
- Ten Workflow Actions per Action Typep. 124
- Updating Owner and Record Type Fieldsp. 124
- Workflow Rules for Contracts, Products and Opportunity Productsp. 124
- Approval Process Automationp. 127
- Outbound Message WSDLp. 127
- Default Values Not Shown in Offline and Outlook Editionsp. 120
- Delegated Approver Fieldp. 127
- Hierarchical Relationship Fields for Approval Routingp. 127
- Outbound Messagesp. 124
- Outbound Message Queue Monitoringp. 127
- Record Locking During Approvalp. 127
- Queues as Assigned Approversp. 127
- Session ID in Outbound Messagesp. 127
- Approval Process Action Limitsp. 127
- My Delegated Approval Requests Reportp. 127
- Wireless Approval of Requestsp. 127
- Automatic Approval and Rejection Criteriap. 127
- Approver Field and Record Editabilityp. 127
- Jump Start and Standard Approval Process Wizardsp. 127
- Approval Request Page Layoutp. 127
- Initial Submittersp. 127
- Approval Stepsp. 127
- Final Rejection Actionsp. 127
- Initial Submission Actionsp. 127
- Approval Actions Reusable in Workflow Rulesp. 127
- Approval Process Jump Start Wizardp. 127
- Mass Transfer of Approval Requestsp. 127
- Approval History Related Listp. 127
- Items To Approve Related Listp. 127
- Validation Rules Not Run by Offline and Outlook Editionsp. 154
- Validation Rules Enforced on Web Forms, Import, Data Loader and the APIp. 154
- Final Approval Actionsp. 127
- Data Validation Rulesp. 154
- Validation Rule Execution Orderp. 154
- Validation Rule Error Locationp. 154
- Managed Packagesp. 179
- Objects Supporting Validation Rulesp. 154
- AppExchange Packaging and Upgradingp. 179
- Properties of Managed Componentsp. 179
- Developer Settingsp. 179
- Beta Versions of Managed Packagesp. 179
- License Management Appp. 179
- Namespace Prefixesp. 179
- License Management Organizationp. 179
- Newly Packageable Componentsp. 203
- Data Loader Password Encryption Utilityp. 203
- Configure Link for AppExchange Appsp. 203
- Recursive Self Relationships on Custom Objectsp. 203
- Custom Tab Icon Fallbackp. 203
- Automatic Text-Only Email Template Versionp. 203
- Tracking Field History for Custom Objectsp. 203
- Simplified Custom Object Creationp. 203
- Controlling Picklist Value Limitp. 203
- Hierarchical Relationship Fields on Usersp. 203
- Uniqueness and Case-Sensitivity Constraints on Fieldsp. 203
- Universally Required Fieldsp. 203
- Merge Fields No Longer Need Braces in Formulasp. 203
- New Formula Functionsp. 203
- New Standard Merge Fieldsp. 203
- New Advanced Functions for Buttons, Links and S-Controlsp. 203
- Substitute Text in Email Template Merge Fieldsp. 203
- Licenses Related List on Company Informationp. 203
- New Languages: Finnish and Thaip. 203
- Import Queue Monitoring Pagep. 203
- Consolidated Edit Properties on Page Layoutsp. 203
- Quick Save on Page Layoutsp. 203
- Double-Click to Edit Page Layout Itemsp. 203
- Printable View Button Changed to a Link on Page Layoutsp. 203
- Optimized Search Result Rankingsp. 203
- Email-to-Case Tracked in the Setup Audit Trailp. 203
- Disallow HTML Documents and Attachments Settingp. 203
- Collapsible Sidebarp. 203
- Prohibited Solution Attachment Extensionsp. 203
- Custom Sidebar Components on All Pagesp. 203
- Supported Browsersp. 203
- Printable View Link on Record Detail Pagesp. 203
- Related List Hover Linksp. 203
- Delegated Approver Field on Usersp. 203
- Restricted Custom Fields on Usersp. 203
- Additional User Fields in List Views and Reportsp. 203
Integration & APIs17
- Combo Picklist Default Values on Palm Treop. 192
- New Palm Treo Device Certificationsp. 192
- BlackBerry Battery Life Enhancementsp. 192
- Apex Mobile Administration Consolep. 192
- Mobile Trialsp. 192
- Integrated Mobile Administration Consolep. 192
- Apex AJAX Toolkit 8.0p. 192
- Device Info Auto Discoveryp. 192
- Apex API 8.0p. 193
- SOQL Relationshipsp. 193
- AJAX Toolkit Session Managementp. 193
- SOQL and SOSL Enhancementsp. 193
- Merge APIp. 193
- Upsert with Relationshipsp. 193
- describeLayout Metadata Enhancementp. 193
- New Platform Features and Objects Exposed in the APIp. 193
- Outbound Messages in the APIp. 193