The document summarizes the Spring '15 release features from Salesforce that provide opportunities for consulting partners. It highlights enhancements to Sales Cloud, Service Cloud, Communities, and the Salesforce1 platform including new features for duplicate management, Exchange integration, asset management, social customer service, the service console, communities, process builder, field audit trail, and event monitoring. It also lists related documentation, videos, and consulting roles.

1. Spring ’15 Release
For Consulting Partners

2. Feature properties that help Consulting Partners win projects
• Lowers barriers to entry
• Offers greater flexibility and customization
• Provides a better user experience
• More pervasive connectivity and integration options
• Better control and governance of environment & operations

3. Sales Cloud Enhancements

4. • Generally Available on Leads, Accounts,
Contacts & Custom Objects
• Custom matching & duplicate rules
• Apex & API duplicate management classes
• Provides a clear on-ramp to data.com
implementation opportunities
• Overview Video: http://goo.gl/F7Bqqi
• Release Notes: http://goo.gl/OfnRvW
Duplicate Management
Business
Analysis
Configuration Testing Change
Management
Training Analytics
Consulting Roles & Opportunities:

5. • Email Connect/Exchange Sync (Beta)
• Server-side sync, controlled from Salesforce
• Configuration by User or Profile
• Salesforce for Outlook
• Contextual Salesforce data with email
• Plugins for OWA and desktop Outlook
• Overview Video: http://goo.gl/lxXo2i
• Release Notes: http://goo.gl/7H4sjz
• Quickstart Guide: http://goo.gl/YxYhuz
Exchange & Outlook Integrations
Business
Analysis
Configuration Testing Change
Management
Training Analytics
Consulting Roles & Opportunities:

6. • Files Connect - Integrate with OneDrive
• Files Sync - New features and higher limits
• New MSI deployment option
• Consolidated Files configuration area in Setup
• Record Types & Page Layouts - replaces
Content Types
• Files Connect Demo: http://goo.gl/pV2WYo
• Files Sync Demo: http://goo.gl/0UkgdR
• Release Notes: http://goo.gl/57pQ1f
Salesforce Files
Business
Analysis
Configuration Testing Change
Management
Training Analytics
Consulting Roles & Opportunities:

7. • Custom “Thanks” badges
• Configure Skills for Profiles
• Provides a stronger catalyst for work.com
implementation opportunities
• Release Notes: http://goo.gl/iH508k
• Configuration Guide: http://goo.gl/h8JIQ7
Thanks & Skills in Chatter (from work.com)
Business
Analysis
Configuration Testing Change
Management
Training Analytics
Consulting Roles & Opportunities:

8. Service Cloud Enhancements

9. • Assets are now a full Standard Object: Tab,
Sharing Rules, Record Owner, History
Tracking, Record Types
• Asset tracking use cases for field service,
configuration management, ERP
• Integrations to external systems
• Release Notes: http://goo.gl/YF8oHD
Asset Management
Business
Analysis
Config /
Customization
Testing Change
Management
Training Analytics
Consulting Roles & Opportunities:
• Ideas:
• Tab: http://goo.gl/jUpAAE
• Record Types: http://goo.gl/9Y3dOx
• History Tracking: http://goo.gl/9vOC8x

10. • Configurable from Salesforce setup
• 1-2 Social accounts (FB and/or Twitter)
• Automatic creation of Cases from social
media
• Provides a clear on-ramp to Radian6 /
Marketing Cloud implementation opportunities
• Overview Video: http://goo.gl/C7B8pF
• Release Notes: http://goo.gl/INv5m0
Social Customer Service Starter Pack
Business
Analysis
Configuration Testing Change
Management
Training Analytics
Consulting Roles & Opportunities:

11. • Console usability & productivity enhancements
• Customizable keyboard shortcuts
• Cloning Console Apps
• New components & auto-suggest
• Automatic sizing of components
• New Console API methods
• Overview Video: http://goo.gl/k5nkx7
• Release Notes: http://goo.gl/bx7fI4
Service Console Enhancements
Business
Analysis
Configuration Testing Change
Management
Training Analytics
Consulting Roles & Opportunities:

12. • Build macros to automate repetitive agent
tasks
• Combine multiple actions into one Macro
• Include step details and instructions in rich
text
• Share Macros with individuals Users or Groups
• Overview Video: http://goo.gl/xfycvn
• Release Notes: http://goo.gl/dm0WCb
Service Agent Macros
Business
Analysis
Configuration Testing Change
Management
Training Analytics
Consulting Roles & Opportunities:

13. Communities Enhancements

14. • Community Builder consolidated and
streamlined
• Management Console moved and expanded
• Improved Topic and File moderation
• Registration and Login enhancements
• reCAPTCHA
• Support for Person Accounts
• Overview Video: http://goo.gl/EOQMJD
• Release Notes: http://goo.gl/9FjZSb
Community Builder & Management Console
Business
Analysis
Config /
Customization
Testing Change
Management
Training Analytics
Consulting Roles & Opportunities:

15. • Create custom action links (buttons) to direct
users to a Salesforce page or external site
• Executed through either Apex or the REST API
• Action Link Groups and Templates are
packageable
• Enables guided user experience embedded in the
Chatter feed
• Overview Video: http://goo.gl/T7RzJN
• Release Notes: http://goo.gl/XAThCo
Feed Action Links
Business
Analysis
Config /
Customization
Testing Change
Management
Training Analytics
Consulting Roles & Opportunities:

16. • Moderators can escalate Questions to Cases
• For either internal users, Communities, or
both
• Questions can be automatically escalated to
Cases with Lightning Processes
• Overview Video: http://goo.gl/fTxeAq
• Release Notes: http://goo.gl/4Sqx5v
Question-To-Case
Business
Analysis
Configuration Testing Change
Management
Training Analytics
Consulting Roles & Opportunities:

17. Salesforce1 Platform Enhancements

18. • Revolutionary tool for automating processes
in the platform
• Replaces many common requirements for
Apex code
• Integrates Workflow, Force.com Flow,
Approval Processes, Apex, and more into a
unified process framework
• Webinar Demo: http://goo.gl/Pv8EyG
• Release Notes: http://goo.gl/CkYFcJ
Lightning Process Builder (GA)
Business
Analysis
Config /
Customization
Testing Change
Management
Training Analytics
Consulting Roles & Opportunities:

19. • Declarative, Policy Driven Retention
• Augments & extends Field History Tracking
• Retain history up to 10 years
• Track up to 60 fields per object
• Add-on product - additional ACV opportunity
• Webinar Demo: http://goo.gl/CrCzsx
• Release Notes: http://goo.gl/lXk0a3
Field Audit Trail (GA)
Business
Analysis
Config /
Customization
Testing Change
Management
Training Analytics
Consulting Roles & Opportunities:

20. • Provides “big data” capture of all events in a
Salesforce environment
• Enables big-picture trend & usage/adoption
analysis, especially with Analytics Cloud
• Also provides deep, granular event details for
incident analysis
• Add-on product - additional ACV opportunity
• (Login/Logout available for free)
• Overview Demo: http://goo.gl/amEIZQ
• Webinar Demo: http://goo.gl/4tbxnF
• Release Notes: http://goo.gl/Dmyjl1
Event Monitoring (Login Forensics Pilot)
Business
Analysis
Config /
Customization
Testing Change
Management
Training Analytics
Consulting Roles & Opportunities:

21. • A host of Apex enhancements and new
features:
• @testSetup method for shared test data
• Apex Flex Queue - more batch jobs
• Long-running callouts from Visualforce
• Higher callout data limits
• Named credentials for callouts
• Lots more!!! (Visualforce/REST/SOAP/etc.)
• Webinar Demo: http://goo.gl/BJFkE5
• Release Notes: http://goo.gl/4My1j8
New Apex/Visualforce/API Features
Business
Analysis
Config /
Customization
Testing Change
Management
Training Analytics
Consulting Roles & Opportunities:

22. Thank you