Release 29 of 68 · October 2013 · API 29.0
Salesforce Winter ’14 release notes
Salesforce1 replaces Salesforce Touch
- Documented changes
- 353
- 75 more than Summer ’13
- AI-related
- 0
- 0% of the release
- In beta or pilot
- 36
- Retirements
- 4
What it brought
Salesforce1 replaced Salesforce Touch in Winter '14 with new mobile apps and a mobile browser app, and the browser app was switched on automatically on 18 November 2013, so anyone logging in from a supported mobile browser landed in the Salesforce1 interface. At 353 notes, Winter '14 is the largest release yet, and Salesforce1 is why. Admins configure it through the navigation menu, publisher actions, search layouts and Visualforce pages. Developers got the Analytics API at version 29.0 for pulling report data into other apps, the Live Agent REST API, and generic streaming as a pilot. Salesforce added Performance Edition and announced the retirement of Forecasts 1.0.
- The headline product
- Salesforce1 mobile apps
- Automatic switchover
- Touch users redirected on 18 Nov 2013
- Report data by API
- Analytics API in version 29.0
- Retirement announced
- Forecasts 1.0 to go in Summer '14
- Release size
- 353 notes, 209 of them new features
By capability
By product
Capabilities and change types are Jev’s categories; products come from Salesforce’s own headings. How the notes were categorized
Retirements and deprecations
Every note in Winter ’14
By product, in the order of the PDF. Each title links to its page in Salesforce’s release notes.
Sales Cloud20
- Enabling the Salesforce Console for Sales for Usersp. 116
- Assigning the Sales Console User Permission Set Licensep. 116
- Creating a Salesforce Console for Sales Appp. 117
- See Opportunity Splits in Sales Forecastsp. 119
- Customizing Search Layoutsp. 121
- Opportunity Splits and Opportunity Product Objects Available in Custom Report Typesp. 120
- Forecasts 1.0 (Classic) Will Be Retired in Summer ’14p. 120
- Integrate Product Families in Forecastsp. 119
- Change to Data Sources in Forecast Settingsp. 120
- Enabling the Sales Console User Permissionp. 117
- Support for Microsoft® Exchange Onlinep. 123
- Send and Add Emailsp. 123
- Contact, Account, and Lead Profile Image Visibilityp. 127
- Add Events to Salesforce Records with Event Associationp. 124
- Hide and Disable the Salesforce Side Panelp. 126
- View and Work with More Salesforce Recordsp. 125
- Change in Behavior For The Username Field On Partner Usersp. 129
- Social Network Fields Available on List Viewsp. 127
- Email Template Accessp. 128
- Creating Lookup Relationshipsp. 121
Service Cloud54
- Case Feed Automatically Enabled in New Organizationsp. 150
- New Publisher JavaScript API Events Let Custom Salesforce Console Components Interact with Case Feedp. 150
- Combined Filter and Sort Options in Case Feedp. 152
- New Labels for Portal-Related Buttons in Case Feedp. 152
- Add Visualforce Pages to Case Detail Pages in Case Feedp. 151
- Updated Look for Feed Items in Case Feedp. 151
- View Milestones on the Case Feed Page with the Milestone Trackerp. 162
- Monitor Case Activity with Milestone Feed Itemsp. 161
- Entitlement Versioning—Generally Availablep. 161
- “Like” Commentsp. 165
- Show the Time Since a Milestone Target Was Violatedp. 162
- Create More Flexible Entitlement Processes with Recurring Milestonesp. 160
- Change the Account Associated with an Entitlementp. 163
- Knowledge One with Federated Searchp. 167
- Salesforce Knowledge Access for Internal Usersp. 166
- Set a Profile Type for Your Ideas Usersp. 165
- Chatter Feed Available on Article Toolbarp. 173
- Search Articles to Create Smart Article Linksp. 171
- Metadata API Support for Article Approval Actionsp. 173
- Topics on Salesforce Knowledge Articles—Pilotp. 173
- More Custom Fields for Article Typesp. 169
- Play Videos from Any Provider with a Custom Visualforce Pagep. 174
- Automated Chat Invitations—Generally Availablep. 175
- Customize Supervisor Settingsp. 176
- Merge Fields Available for Custom Agent Name and Auto Greetingsp. 176
- Customize Agent Namesp. 177
- Enable Live Agent’s Pre-Chat APIp. 178
- Create, Delete, and Edit Live Agent Session Recordsp. 177
- Preview Chat Requests and Transfersp. 179
- Critical Wait Alerts for Unanswered Chatsp. 177
- Chat Tab Alerts for Waiting and Ended Chatsp. 179
- Filter Agents by Button and Status in the Supervisor Panelp. 178
- Updated Look for the Chat Request Listp. 181
- Access Your Live Agent API Endpointp. 185
- Updated Look for the Agent Chat Windowp. 182
- Live Agent API Versionsp. 184
- Setup Label Changed from “Agent Configurations” to “Live Agent Configurations”p. 183
- Live Agent Deployment API: New Methodsp. 185
- Live Agent REST API: Generally Availablep. 186
- Force.com Canvas for Open CTIp. 187
- Live Agent Pre-Chat API: Generally Availablep. 185
- New Open CTI Method: notifyInitializationComplete()p. 187
- Salesforce Console for Servicep. 188
- Home Tab for the Salesforce Consolep. 190
- Viewing Recently Used Tabsp. 191
- Adding Lookup Componentsp. 189
- Service Cloud Console Name Changep. 189
- Force.com Canvas for the Salesforce Consolep. 192
- Turning on the Most Recent Tabs Componentp. 191
- Keyboard Shortcuts Panelp. 191
- Salesforce Console Integration Toolkit: New Methodsp. 193
- New Location of Agent Console in Setupp. 195
- Removed Change My Password Button For Customer Users with Single Sign-Onp. 195
- Change in Behavior For The Username Field On Customer Usersp. 196
Experience Cloud35
- Communities Moderation Overviewp. 102
- Assigning a Community Moderatorp. 103
- What is a Community Moderator?p. 102
- Flagging a Post or Comment in a Communityp. 104
- Moderating Your Communityp. 105
- Enabling Moderation in Your Communityp. 103
- Moderating Community Filesp. 105
- Sharing Records Owned By High-Volume Community Usersp. 107
- Default Profile for Communities Self-Registrationp. 106
- Granting High-Volume Community Users Access to Recordsp. 106
- Offline Communities No Longer Show Up in The Community Drop-Down Menup. 109
- Maximum Number of Communities Listed in Setupp. 109
- Configuring Group Digest Emails in Communitiesp. 108
- View Global Header Permission Is No Longer On By Defaultp. 109
- Mention Suggestions Include Members and Groups Across Communitiesp. 110
- Use Salesforce Header and Footer on Site.com Pagesp. 111
- Use Site.com Pages Instead of Standard Tabsp. 111
- Improved Communities API Supportp. 110
- Case Visibility in Communitiesp. 110
- Adding Site.com Pages as Tabs in Your Communityp. 111
- Adding Chatter News or Group Feeds to Community Site.com Pagesp. 112
- Multilingual Site Support—Generally Availablep. 213
- Sandbox Enabled for Site.comp. 215
- Custom Properties for Widgetsp. 214
- HTML Importp. 215
- Default Doctype Changed to HTML5p. 217
- New Live Mode for Editing Contentp. 216
- External Reference Checking Enabled in Site.comp. 218
- New Company Community Licensep. 220
- Inline Editorp. 216
- New Broken Link Finderp. 215
- Additional Updates to Site.com Studiop. 218
- New Company Community Permission Set Licensep. 220
- Organization ID Required for Domain Namesp. 219
- Approval Processes Enabled in Site.com—Pilotp. 217
Chatter & Collaboration44
- About Archived Groups in Chatterp. 80
- Enabling or Disabling Archiving for Chatter Groupsp. 81
- Archiving Chatter Groupsp. 82
- Using Publisher Actions in Chatter Groupsp. 83
- Activating Archived Chatter Groupsp. 82
- Preparing for Archived Groups in Chatterp. 81
- @mention Chatter Groupsp. 83
- Using Email to Post to Chatter Groups — Pilotp. 84
- Introducing Subtab Apps (Apps on Profile)p. 86
- New Chatter Profile Page (Profile Tabs)p. 85
- Enabling Customization of Chatter User Profile Pagesp. 86
- Salesforce Files—Pilotp. 87
- Controlling Subtab App Visibilityp. 87
- Default Publisher Actions Now Availablep. 88
- Mobile Smart Actions Now Availablep. 90
- Managing Subtab Appsp. 86
- Publisher Actions Available in Groups and on Topic Pagesp. 92
- New Publisher Action Typesp. 92
- Feed Tracking Automatically Enabled for Topicsp. 94
- Lookup and Master-Detail Fields Supported for Predefined Field Values in Publisher Actionsp. 93
- Following Topicsp. 94
- Editing Topic Namesp. 96
- Topics with the Same Name Mergedp. 96
- New Topics User Permissionsp. 95
- Enabling Chatter Thanksp. 97
- Rich Text Area Fields Supported in Publisher Actionsp. 93
- Configuring Thanks in the Chatter Publisherp. 97
- Giving Thanks to Your Coworkersp. 98
- New Preview Linksp. 99
- Increased Post and Comment Sizep. 98
- Combined Filter and Sort Optionsp. 98
- Relocated Feed Searchp. 100
- Record Updates in All Company Feedp. 100
- Redesigned Email Notificationsp. 100
- Reply to Questions with Emailp. 156
- Rich Text and Images in Chatter Answers Repliesp. 154
- Updated User Interface for Questionsp. 155
- Update Needed for Notification URLs When Enabling My Domainp. 157
- Activity Historyp. 153
- Customize the Account Creation Experience for Chatter Answers Portal Usersp. 158
- Customize Chatter Answers with Visualforce Componentsp. 157
- Build the Chatter Answers Search into Your Applicationsp. 158
- Customize Component Events with the Chatter Answers JavaScript API—Pilotp. 158
- Canvas Apps in the Publisher and the Chatter Feed—Pilotp. 257
Mobile38
- Introducing Salesforce1p. 42
- What’s Available in Each Appp. 43
- Requirements for Using Salesforce1p. 45
- Data That’s Supported in Salesforce1p. 46
- Access the Salesforce1 Appsp. 47
- New Mobile Cards Section in the Enhanced Page Layout Editorp. 50
- Enable the Salesforce1 Mobile Browser Appp. 49
- Enable Visualforce Pages for Use in Salesforce1 Appsp. 51
- Search Layouts in Salesforce1p. 54
- Publisher Actions in the Salesforce1 Appsp. 54
- Customize the Salesforce1 Navigation Menup. 54
- Compact Layout Overviewp. 51
- Learn about Using Salesforce1p. 47
- Salesforce1 Notificationsp. 55
- Configure the Salesforce1 Downloadable Appsp. 49
- Creating Flexible Page Tabsp. 56
- Differences in Using Chatterp. 61
- Differences in Working with Salesforce Datap. 58
- Differences in Finding Informationp. 61
- Differences in Creating and Editing Recordsp. 62
- Notifications in the Salesforce1 Appp. 65
- Differences in Tracking Your Activitiesp. 63
- Support for Salesforce Customizationsp. 66
- About Flexible Pagesp. 69
- Salesforce1 Platform Overviewp. 66
- Using Todayp. 65
- Differences with Approvalsp. 64
- Supported Devices for SalesforceAp. 70
- SalesforceA Navigation Basicsp. 70
- SalesforceA Limitationsp. 73
- Connect to a Different Instancep. 72
- Transition Salesforce Touch Users to the Salesforce1 Mobile Browser Appp. 74
- Changes to Chatter Mobile for BlackBerry Settingsp. 76
- Mobile Packagingp. 78
- Salesforce Mobile Rebranded to Salesforce Classicp. 77
- Edit Chatter Mobile for BlackBerry Connected App Settingsp. 76
- SalesforceA Mobile App for Administratorsp. 221
- Canvas Apps in the Salesforce1 App—Pilotp. 258
Analytics17
- Report on Historical Trendsp. 199
- Watch Your Pipeline Change Over Timep. 200
- Adding a Report Chart to a Page Layoutp. 202
- Set Up Historical Trend Reportingp. 199
- Limitations on Historical Trend Reportingp. 201
- Example of Report Charts on an Account Pagep. 203
- Usage Example for the Analytics APIp. 205
- Analytics API Limitsp. 207
- Resources for the Analytics APIp. 206
- Report Types Support for User Sharingp. 208
- Show or Hide Role Hierarchy in Reportsp. 207
- Analytics Folder Sharing is On By Defaultp. 210
- Resize the Reports and Dashboards Folder Listp. 210
- Restrict List View Creationp. 209
- Report Charts from Page Layouts in the Metadata APIp. 210
- Format of Report Object in the SOAP APIp. 211
- Limits on Report Charts in Pagesp. 204
Data Cloud / Data 3607
- Data.com Prospector Additional Enhancementsp. 132
- Clean Info Custom Report Typesp. 135
- Clean Info Objectsp. 133
- Record Cleaning from List Viewsp. 137
- Flagging an Account, Contact, or Lead Field Value as Wrong or Right to Data.comp. 140
- Data.com Clean Additional Enhancementsp. 141
- Reporting an Account, Contact, or Lead as Inactive or Active to Data.comp. 139
Platform97
- Workflow for the User Object—Betap. 222
- Freezing User Accountsp. 223
- Geolocation Performance Improvementsp. 225
- Search in Setup—Betap. 222
- Permission Set Licensesp. 224
- Approvals in the Salesforce1 Appsp. 227
- New Limit of 30 Steps per Approval Processp. 228
- Approval Comment Merge Fields are Available in All Approvals-Related Email Alertsp. 228
- Field History Data Retentionp. 226
- End of Support for the Legacy Desktop Flow Designerp. 227
- Custom State and Country Picklists—Generally Availablep. 250
- Rename Standard Objects and Fieldsp. 251
- Email Log Size Limitsp. 252
- Outbound Single Email Limitp. 253
- Improvements to Deployment Monitoringp. 256
- App Launcher for Identity License Usersp. 253
- Deleting Components in a Managed Package—Pilotp. 261
- Flexible API Limits—Pilotp. 260
- Flexible Pages Available in Change Setsp. 263
- Changed Relationship Name for Notes and Attachments Related Listp. 256
- Hyphen Now Required in Sandbox Subdomain Namep. 262
- Clickjack Protection for Non-Setup Salesforce Pagesp. 251
- User Permissions in Profile Settings in Change Setsp. 264
- Change Sets Queue and Processing Improvementsp. 264
- SOSL Search Support and Query Historyp. 265
- Improved Visualforce Development in the Developer Consolep. 266
- Override Log Levels for a Class or Triggerp. 265
- Save Order Debug Viewp. 264
- Static Resource Editorsp. 265
- New <apex:input> Componentp. 268
- type Attribute for <apex:input> and <apex:inputField>p. 269
- HTML5 <datalist> Element for Input Componentsp. 270
- Additional Components with Support for Pass-Through HTML Attributesp. 270
- Deferred Loading of JavaScript Resources via <apex:includeScript>p. 273
- Accessibility Improvements to Visualforce Componentsp. 271
- Code Sample for HTML5 Featuresp. 273
- Preview Page Button for Visualforce Pagesp. 275
- Available for Touch Checkbox Renamedp. 276
- New <apex:milestoneTracker> Componentp. 276
- registrationClassName Attribute Added to the <chatteranswers:registration> Componentp. 277
- chatteranswers:allfeeds forceSecureCustomWebAddress Attribute Deprecatedp. 277
- Force.com Canvas Support for Streaming APIp. 280
- SOQL WHERE Clause No Longer Reset In a StandardSetController Initialized with a queryLocatorp. 277
- Server-Side View State—Pilotp. 277
- Triggers for Topic and TopicAssignmentp. 283
- Scheduled Job Name and Type Available in Queriesp. 282
- Database Methods and Result Classesp. 284
- New QuickAction Describe method and classp. 288
- New Available QuickAction Describe method and classp. 288
- Schema Methods and Describe Result Classesp. 286
- QuickAction.DescribeLayoutComponent Classp. 289
- QuickAction.DescribeLayoutItem Classp. 290
- API Enabled User Permission No Longer Requiredp. 278
- QuickAction.DescribeLayoutSection Classp. 291
- PreviousFireTime Reset for Upgraded Scheduled Apex Jobsp. 283
- ChatterAnswers.AccountCreator Interfacep. 292
- QuickAction.DescribeQuickActionDefaultValue Classp. 291
- New QuickAction Methodsp. 293
- QuickAction.DescribeLayoutRow Classp. 290
- New BusinessHours Methodsp. 292
- QuickAction.QuickActionRequest Class Updatep. 294
- New and Changed Chatter in Apex Classesp. 295
- General Updates to Chatter in Apexp. 295
- Different Status Codes Returned by DML Exceptions for the User Objectp. 310
- New and Changed Chatter in Apex Input Classesp. 298
- SOQLp. 316
- New and Changed Chatter in Apex Enumsp. 306
- New and Changed Chatter Objectsp. 314
- SOSLp. 316
- Code Coverage Information in the Developer Console Onlyp. 310
- Increased Limits for Performance, Unlimited, and Enterprise Edition Organizationsp. 322
- Filtered Subscriptionsp. 322
- SOAP APIp. 319
- REST APIp. 316
- Generic Streaming — Pilotp. 323
- Support for Delete and Undelete Eventsp. 322
- New Supported Objects for PushTopic Queries — Pilotp. 323
- General Updatesp. 324
- New and Changed Resourcesp. 325
- Tooling APIp. 346
- Analytics APIp. 346
- New and Changed Request Bodiesp. 328
- Setting up Environment Hubp. 348
- Setting up My Domain for the Environment Hubp. 350
- Bulk APIp. 346
- Environment Hub Best Practicesp. 351
- Creating a New Organization from the Environment Hubp. 354
- Editing an Environment Hub Member’s Detailsp. 354
- Connecting an Organization to the Environment Hubp. 351
- Signup API Enhancementsp. 357
- Disabling Single Sign-On in the Environment Hubp. 356
- Compact Layouts Available in Packagesp. 358
- Viewing an Environment Hub Member’s Detailsp. 352
- Mapping Users for Single Sign-On in the Environment Hubp. 356
- Flexible Pages Available in Packagesp. 358
- Enabling Single Sign-On in the Environment Hubp. 355
- Metadata APIp. 336
Security & Identity34
- Improved Security For Salesforce to Salesforcep. 129
- RelayState Parameter Default Changedp. 229
- Entire SAML Assertion Now Signedp. 230
- Automatic Installation of Salesforce Appsp. 230
- Restricting User Email Domainsp. 231
- Custom Attributes for Connected Appsp. 230
- Updated Connected Apps OAuth Usage Pagep. 230
- Creating Service Providers as SAML-Enabled Connected Appsp. 230
- Visibility and Control for Sessions and Identity Confirmationp. 232
- New Location of My Domain in Setupp. 235
- Session-Level Securityp. 232
- Two-Factor Authenticationp. 233
- Mutual Authenticationp. 236
- Identity Provider Auto-Enabled for New My Domainsp. 235
- Using Frontdoor.jsp to Log Into Salesforcep. 237
- Using OpenID Connect Authentication Providersp. 236
- Add Alternate Identity Providers on Login Pagep. 238
- Identity Licensep. 239
- Customizable Branding on Login Pagep. 238
- Understanding User Sharingp. 241
- Identity Connect Licensep. 239
- Setting the Organization-Wide Sharing Defaults for User Recordsp. 242
- Creating User Sharing Rulesp. 242
- Controlling Standard Report Visibilityp. 244
- Granting Access to User Recordsp. 243
- User Sharing Visibility for Teamsp. 244
- New Description Field for Sharing Rulesp. 245
- Sharing Records with Managers Groupsp. 245
- Parallel Organization-Wide Default Updates—Pilotp. 249
- Contact Visibility under Shared Accountsp. 250
- Disabling External Organization-Wide Defaultsp. 248
- Setting the External Organization-Wide Defaultsp. 247
- Asynchronous Recalculation of Sharing Rules—Pilotp. 249
- Monitoring Parallel Recalculationsp. 249