Two New Pilot Programs for Winter '10
June 29th, 2009
I’ve learned that the following pilot programs should be available for Winter ’10. You should check with your account rep if you are interested in participating in them.
Criteria-based Sharing Rules
Have you ever wanted to share records based on the criteria of a record and not just on the ownership of the record? Have you ever needed to dynamically change sharing based on a change of a record rather than the change of ownership of a record?
Criteria-based sharing rules provide a new way to share records automatically. Rather than traditional owner based rules where the owner of a record defines who to share the record from, Criteria-based sharing rules provide a powerful way of sharing records based on the criteria of the record.
This becomes essential when dynamic sharing is required. For instance, if a Candidate record status changes from an ‘Open’ to a ‘Closed’ status, you may not want to share the record to internal users. Or if a PTO request is made by someone from the San Francisco office, only San Francisco Human Resources personnel should have access to the record. Should the location of the PTO request change to the London office, the record will automatically be shared to the London Human Resources personnel and dropped from the San Francisco personnel’s list of records.
Edit — I was asked by Salesforce.com to remove the information regarding the second pilot as it is private.
Categories: Salesforce
It’s going to be called Winter’10. We already had Winter’09
http://www.salesforce.com/community/winter09_home.jsp
Thanks for the clarification Tom! Perhaps you could make your versions as confusing as Microsoft’s? Possibly even develop a random version generator?
Do we have any further updates on this Pilot? This will help our client a great deal!
Based upon a conversation I know that it is coming soon. What soon is I cannot say (safe harbor) but a good guess might be next release. Hope that is vague enough?
Announced at DreamForce ’10, so should be very soon.
Rup
Actually, just to quote SFDC on
http://sites.force.com/ideaexchange/ideaView?id=08730000000BrUvAAK
“Hi all, I am very pleased to announce that this feature is coming out in Spring ’11! It has been a long wait for us all, and I appreciate everybody who has posted and offered comments and suggestions. For the General Availability release, we will be supporting Accounts, Opportunities, Cases and Contacts. Leads and campaigns will come in a future release. We are also supporting Record Types as a criterion, which was highly desired by many of you. We also added complex Boolean logic for combining criteria, and increased the number of criteria you can use. Enjoy! – Budvieria”
Hi,
I read your blog and it seems you know a lot about Salesforce. I’ve used it extensively in my sales jobs and thought I was pretty advanced. Now, I started a new job in the Marketing department at a big company and my new boss is talking about new Salesforce.com “pilots” that I am supposed to work on in the New Year. I don’t know what she is talking about. Do you have any suggestions as to what she might be referring to?
thanks,
Adrienne
@Adrienne, you may want to talk with your boss about the details. Salesforce.com has a number of “pilot programs” running at any time so you’ll want to see which specific one she is referring to.