DF2UFL 2012: Spring '12 Release Features Speed Date

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DF2UFL 2012

Morning Session: Spring 12 Release - Features Speed Date

Presented by: Salesforce.com Senior Support Account Specialist, Ingo Fochler

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DF2UFL 2012: Spring '12 Release Features Speed Date

  1. 1. Spring ‘12 Release -Features Speed Date!Ingo FochlerSr. Support Account SpecialistSalesforce.com
  2. 2. Safe Harbor StatementSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-lookingstatements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptionsproves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, includingany projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plansof management for future operations, statements of belief, any statements concerning new, planned, or upgraded services ortechnology developments and customer contracts or use of our services.The risks and uncertainties referred to above include - but are not limited to - risks associated with our new business model; ourpast operating losses; possible fluctuations in our operating results and rate of growth; interruptions or delays in our Web hosting;breach of our security measures; the immature market in which we operate; our relatively limited operating history; our ability toexpand, retain, and motivate our employees and manage our growth; risks associated with new releases of our service; and risksassociated with selling to larger enterprise customers. Further information on potential factors that could affect the financial resultsof salesforce.com, inc. are included in our registration statement (on Form S-1) and in other filings with the Securities andExchange Commission. These documents are available on the SEC Filings section of this Web site.Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.Any unreleased services or features referenced in this or other press releases or public statements are not currently available andmay not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based uponfeatures that are currently available.
  3. 3. Agenda  The Ground Rules: Spring ‘12 Release Milestones and Release Types  Meet the Hand-Picked Participants: – Collaboration Cloud Enhancements – Sales Cloud Enhancements – Service Cloud Enhancements – Analytics Enhancements – Data.com Enhancements – Force.com Enhancements This presentation does not include all the new features of Spring‘12!! Please review the release notes to review all the features…
  4. 4. Spring ‘12 Release Milestones Release Training Available R2 – Staggered Release Friday, Jan 20 Friday, Feb 10 Saturday, Feb 11 Release Preview Available Thursday, Jan 5 Pre-Release Available R1 – Staggered Release Externally Friday, Feb 3 Friday, Dec 16 December 2011 January 2012 February 2012 Sandbox Available Saturday, Jan 21 (CS5, SR1, SR2) Sandbox Available Friday, Jan 20 (CS0, CS3, CS4, CS7, CS9, CS11, CS12)
  5. 5. Definitions of Release Types GA: Marketable feature set ready for all customer production use and all functional, quality and performance requirements are complete. Beta: Minimum customer feature set made available to a set of customers on an opt-in basis, to gain early adoption and minor feedback on product that the team will be making minor, known enhancements to in order for product to meet marketable feature set. Must go GA within two releases. Pilot: New feature or function available by invitation-only to a limited set of customers. The purpose is to gather feedback and data on product functionality, scalability, performance and usability, which will influence the direction, continued development, or roll out of the feature. Developer Preview: Provide early testing opportunities to Developer Edition orgs on upcoming developer technologies. The purpose is to solicit feedback for features that are not ready for a production release (Pilot, Beta, or GA). The Developer Preview is not backwards compatible.
  6. 6. CollaborationCloud Enhancements
  7. 7. What is Chatter Influence?Chatter Influence: Measures who is driving collaboration with their Chatter contributions. Gives users a score based on posts, comments and likes received. Displays a hovering score on the profile.
  8. 8. What are the Enhancements to Chatter Recommendations? Recommended based on popularity of the file, determined by number of views and downloads. Once you’re following someone, Chatter recommends you follow others who also follow that person in common. What to Appears above recommendations and shows one recommended action at a time. Complete or skip a do next? recommended action to see the next one. More relevant recommendations are made based on your user information.
  9. 9. What are the Enhancements to Chatter REST API?In the Chatter REST API we’ve: Extended the functionality for some existing chatter features. Added support for new chatter features. Likes on Comments Files on Comments Case Comment custom field item Dashboards custom feed item Bookmarking Favorites Rechat Additional payload in group and user detail Photo version fields in payload Organization and User settings User Influence Search on private messages
  10. 10. Additional Chatter Enhancements Coworker Invites now support up to 200 domains – up from 5 Customer Invitations are free until Dreamforce 2012 − Customers can keep licenses they’ve used after Dreamforce 2012 Send an invite link to your email distribution list right from Chatter Settings. Delete Chatter Messages via the SOAP API Criteria based feeds, e.g. ‘Open Leads’ view can be added to your favorites list. Bookmark posts in your Chatter feed! Attach a file to a comment in Chatter. Share text, links, and video posts from users’ and public group feeds through “Re-post.” YouTube videos now show and play inline, and display the title you submit when publishing. CUSTOMER IDEA: 200 Domains, Attach Files to Comments, and Re-post were submitted by a customer via the Idea Exchange.
  11. 11. Collaboration Cloud Enhancements Summary Not Automatically Automatically automatically Contact Release visible to all visible to all visible. Feature salesforce.co Salesforce Salesforce Feature Type users. No Admins. No is available m to enable Edition License setup required. setup required. but requires this feature. some setup.Smart Search GA P GE, PE, UE, EE, DE n/aCo-worker CM, PE, GE,Invitations to 200Domains GA P DE, UE, EU, DE n/aFree CustomerInvitations GA P CM, GE, PE, EE, UE, DE n/aChatter REST API GA P GE, PE, UE, EE, DE n/aChatter Influence GA P GE, PE, UE, EE, DE n/aChatterRecommendationsEnhancements GA P GE, PE, UE, EE, DE n/aChatter Bookmarks GA P CM, GE, PE, EE, UE, DE n/aRe-Post GA P CM, GE, PE, EE, UE, DE n/a REFERENCE: For a full list of Collaboration Cloud features and enhancements, please see the release notes.
  12. 12. SalesCloud Enhancements
  13. 13. What are the Enhancements to ForecastsIn Spring ‘12 you can now do the following with Forecasts:1. Select your own date range to display in forecasts.2. Hover over a subordinates forecast detail and click Details to view their forecast detail.
  14. 14. What are the Enhancements to Salesforce for Outlook Choose whether to sync items you mark as private. Create cases in Salesforce from emails in Outlook. Every unresolved email address on emails added with Salesforce for Outlook will be appear in Unresolved Items as a separate row . Specify email domains to ignore (not associate) when adding emails with Salesforce for Outlook. Due date will be the date when the email has been sent, not when it has been added + =
  15. 15. What are the Enhancements to Social Accounts and Contacts?Social Accounts and Contacts is now Generally Available! See social content about your customer directly within Salesforce. – Facebook integration for Accounts – YouTube integration for Accounts/Contacts/Leads/Person Accounts
  16. 16. Sales Cloud Enhancements Summary Not automatically Automatically Automatically Contact visible. Feature Release visible to visible to all salesforce.com Salesforce Salesforce Feature is available Type all users. No Admins. No to enable this Edition License but requires setup required. setup required. feature. some setup.ForecastsEnhancementsand Updates GA P PE, EE, UE, DE n/aSync Items markedas Private GA P CM, GE, PE, EE, UE, DE n/aCreate Cases fromSalesforce forOutlook GA P CM, GE, PE, EE, UE, DE n/aSocial Accountsand Contacts GA P *GE, PE, EE, UE, DE n/aSalesforce CRMContentEnhancements GA P CM, GE, PE, EE, UE, DE n/a REFERENCE: For a full list of Sales Cloud features and enhancements, please see the release notes.
  17. 17. Service CloudEnhancements
  18. 18. What is Chatter Answers? A pre-packaged Service Cloud portal application. Accessed publicly on your site and doesn’t require login. A blend of community answers (crowd sourced), corporate answers (KB Articles), and case management (Agents) into a unique feed for customers. Merges the search of Q&A from the community with the search of public Knowledge articles to streamline and increase questions and cases deflection. Unresolved QuestionKnowledgeBase (KB)Articles Resolved Questions
  19. 19. How will Chatter Answers be Used?Support Reps can:Customers can: Reply, sort, filter, remove and escalate customer questions from the Service Cloud Console. Q&A, KB articles, and Post questions and quickly access receive crowd sourced feedback. Remove or Respond privately or publicly to a customer depending on the escalate a informationreputation by providing responses and popular Build their in the post. post. answers. Moderate and take action on the quality of the posts added by customers. to ensure quality of comments and feedback. Flag posts Certify as best reply. Reply within the console.
  20. 20. What is Live Agent?  A way for you to communicate with customers via your website, public knowledge base or Customer Portal.  A real-time, text-based chat channel that allows your Match your customers to contact your support agents instantly. website’s Custom Place chat branding branding buttons in your chatanywhereSave chat windowtranscript Real time Buttons are customer dynamic service based on agent availability OFF-CYCLE RELEASE: Live Agent will be released outside of the regular release schedule. See the release blog for specific dates.
  21. 21. What is Case Feed? Important case information stays at the top of each page in the highlights panel Communicate with customers, log calls, write internal notes A list of case and view case detail followers to see from within the feed other agents who are involved in An Articles tool makes it resolving a easy to search for and customer issue Filter case activities attach articles to a case by type or email Feed optimized for case management shows updates to a case
  22. 22. What are Console Push Notifications? Visual indicators that show a record has changed Show the most up to date information Available on a variety of objects and fields on the service cloud console Available in pilot program Yellow when a record changes Blue if it’s the last item you viewed Bold and italic texts indicates a field specified by an Administrator has changed.
  23. 23. What are the Enhancements to Knowledge? Validation Status field on Salesforce Knowledge articles – Select values to show whether the content is validated – Show the state of an article in the publication lifecycle Capture and author articles from Cases Article versioning let’s you keep previous versions and see which version is associated to a case Knowledge Actions let you publish articles automatically using approval processes Spell Correction for Knowledge Search: – Automatically searches for potential corrected spellings. – Notifies the user if results for the corrected spelling are found. Enhanced HTML rich text editor Search will automatically search on alternate spellings and return results for both original and corrected terms. Navigation shortcuts Draft icon to indicate an Article is being edited Corrected terms that do not appear in the org’s indexes and therefore do not have matches will not be shown to the user as spelling correction.
  24. 24. Service Cloud Enhancements SummaryFeature Release Automatically visible Automatically Not automatically Contact Salesforce Salesforce Type to all users. No setup visible to all visible. Feature is salesforce.com to Edition License required Admins. No setup available but requires enable this required some setup. feature.Chatter Answers GA P UE, EU, DE Chatter AnswersLive Agent GA P EE, UE, DE Service Cloud GE, PE,Case Feed GA P EE, UE, DE n/aConsole PushNotifications GA P EE, UE, DE Service CloudValidation Status Field GA P EE, UE, DE KnowledgeArticle Versioning GA P EE, UE, DE KnowledgeKnowledge Actions Pilot P EE, UE, DE KnowledgeSpell Check for ArticleSearch Beta P EE, UE, DE KnowledgeCapture and AuthorArticles from Cases GA P EE, UE, DE KnowledgeEnhanced HTML RichText Editor GA P EE, UE, DE KnowledgeNavigation Shortcuts GA P EE, UE, DE Knowledge
  25. 25. Service Cloud Enhancements Summary (cont.) Not automatically Automatically Automatically Contact visible. Feature Release visible to all visible to all salesforce.com Salesforce Salesforce Feature is available Type users. No Admins. No to enable Edition License but requires setup required setup required. this feature. some setup.Sharing Service CloudConsole Links GA P EE, UE, DE Service CloudCustom Logosfor ServiceCloud Console GA P EE, UE, DE Service CloudNew Methods forConsole IntegrationToolkit GA P EE, UE, DE Service Cloud REFERENCE: For a full list of Service Cloud features and enhancements, please see the release notes.
  26. 26. AnalyticsEnhancements
  27. 27. What is an Analytics Edition? Bucketing gives you on-the-fly segmentation and filtering based on custom data groupings you create in your report rather than the data model. Cross filters help you perform sophisticated analysis and exception reporting. Joined reports let you create and run reports containing data from different objects. NOTE: Analytics Editions is only included in EE and UE.
  28. 28. Additional Information about BucketingWith Bucketing: Quickly categorize report records without creating formulas or custom fields. Define multiple categories (buckets) to group report values. Sort, filter, and group your report, just like any other field. Add up to five bucket fields per report, each with up to 20 buckets.
  29. 29. Additional Information about Cross FiltersWith Cross Filters: Specify inclusion or exclusion of records using a WITH or WITHOUT condition. Apply cross filters by themselves or in combination with field filters. – Filter logic only applies to field filters—not cross filters. – Create up to three cross filters per report. – Add up to five subfilters for each cross filter.
  30. 30. Additional Information about Joined ReportsWith Joined Reports Easily view different types of activities and information in a single report. Combine data from multiple standard or custom report types – Add report types to a joinedAdd report they have relationships report if with the same object or objects.to Type bring in Add report blocks to your reports to create multiple views of more data your data. Search Filter each through result block compatible separately report types Result view shows result from both report types CUSTOMER IDEA: Joined Reports was submitted by a customer via the Idea Exchange.
  31. 31. Joined Report Example
  32. 32. What are the Enhancements to Dashboard Filters?Spring ‘12 dashboard enhancements include: Three filters per dashboard – instead of one Filters for dynamic dashboards Post snapshots of filtered dashboards to Chatter Additional operators available on dashboard filters – Between operator to filter on ranges of values (between + contains, less than, etc.)
  33. 33. Additional Analytics Enhancements Customize your view of Dashboards and Reports in the Reports tab Delete Report and List Filters with Filter Logic Up to 20 field filters on a report – filters on dashboards count against this limit Drag-and-Drop Report Filters
  34. 34. Analytics Enhancements Summary Automatically Not automatically Automatically Contact visible to visible. Feature Release visible to salesforce.com Salesforce Salesforce Feature all Admins. is available Type all users. No to enable Edition License No setup but requires setup required. this feature. required. some setup.Bucketing GA P EE, EU Analytics EditionJoined Reports GA P EE, UE Analytics EditionCross Filters GA P UE, EE Analytics EditionAdditionalScheduledReporting GA P PE, UE, EU Analytics EditionDashboard FiltersEnhancements GA P PE, EE, UE, DE n/aCustomizeYour View GA P PE, EE, UE, EU, EE n/aDeleting Reportand List Filtersw/ Filter Logic GA P PE, EE, UE n/aEnhancements toDashboards GA P GE, PE, EE, UE, DE n/aEnhancements toDashboardComponent GA P GE, PE, EE, UE, DE n/aSnapshotsIncreased ReportFilter Limits GA P GE, PE, EE, UE, DE n/aDrag-and-DropReport Filters GA P GE, PE, EE, UE, DE n/a REFERENCE: For a full list of Analytics features and enhancements, please see the release notes.
  35. 35. Data.comEnhancements
  36. 36. What are the Enhancements to Data.com? Data.com now includes data from Dun & Bradstreet (D&B) – Over 2.5million company records from Data.com include key data sourced from D&B. Data.com Corporate licenses provide additional D&B account and lead data beyond the basics. Purchase additional Data.com licenses right from the Data.com Licenses and Limits page. Overview comes from D&B for thousands of account records Additional D&B data visible to users with Corporate license
  37. 37. Data.com Enhancements Summary Not Automatically Automatically automatically Contact Release visible to all visible to all visible. Feature salesforce.com Salesforce Salesforce Feature Type users. No Admins. No Is available to enable this Edition License setup required. setup required. But requires feature. Some setup.Data.com Corporate GA P CM, GE, PE, EE, UE, DE Data.comPurchase Data.comLicenses and recordadditions from theLicenses and Limits GA P CM, GE, PE, EE, UE, DE Data.compageAdditional AccountFields now Enabled forData.com Data GA P CM, GE, PE, EE, UE, DE Data.comAssociate or create anaccount when you addData.com contacts from GA P CM, GE, PE, EE, UE, DE Data.comthe Data.com tabGet company overviewinformation andadditional data on the GA P CM, GE, PE, EE, UE, DE Data.comenhanced accountAdditional prospectingenhancements GA P CM, GE, PE, EE, UE, DE Data.comData.com Clean Beta P CM, GE, PE, EE, UE, DE Data.com REFERENCE: For a full list of Data.com features and enhancements, please see the release notes.
  38. 38. Force.comEnhancements
  39. 39. What is the Force.com System Overview Page? A place to see important usage data and limits in your organization. See messages that alert you when you reach 95% of your limit. Drill into each item for details Link to Checkout to purchase more
  40. 40. What are the Enhancements to Visual Workflow? Use the Metadata API to create, access, and edit cloud-based flows. Include Flows in change sets and managed and unmanaged packages. Up to 50 versions per flow. Use Record Delete in the Cloud Flow Designer to delete one or many records. Customize labels in the Cloud Flow Designer with the rich text editor. Choices and dynamic choices are standalone resources. Value and resource drop-down lists now include Global Constants. Route users through multiple outcomes from any decision element. NOTE: Visual Workflow will be "included" in all EE and UE editions for free starting in Spring ‘12.
  41. 41. What are the Enhancements to Field Update Actions? Re-evaluate Workflow Rules as a result of field update action settings Cross-object field updates in workflow rules now support standard objects. Custom-to-standard and limited standard-to- standard relationships are supported.
  42. 42. What are the Enhancements to Global Search? Search Chatter feed Set the “Exact Refine search Phrase” and other posts. terms and search options. again. Take a guidedObjects display tour.in the order thatyou search/usethe most. Pinthe objects youwant at the top Corrected terms that do notof your results. appear in the org’s indexes “Search All” to and therefore do not have see objects that matches will not be shown weren’t selected to the user as spelling for you. correction.
  43. 43. Additional Force.com Appforce Enhancements Tab Bar Organizer automatically arranges tabs in the main tab bar to prevent scrolling.
  44. 44. Appforce Enhancements Summary Not Automatically Automatically automatically Contact Release visible to all visible to all visible. Feature salesforce.com Salesforce Salesforce Feature Type users. No Admins. No is available to enable Edition License setup required. setup required. But requires this feature. Some setup.Force.com SystemOverview GA P CM, GE, EE, UE, DE n/aConfiguringForce.com SystemOverview Messages GA P CM, GE, EE, UE, DE n/aVisual WorkflowEnhancements GA P EE, UE, DE n/aField UpdateActions GA P EE, UE, DE n/aStandard Cross-Object FieldUpdates GA P EE, UE, DE n/aGlobal SearchEnhancements GA P CM, GE, EE, UE, DE n/aVisualforceComponents forChatter Answers,Live Agent, Chatter, GA P GE, PE, EE, UE, DE n/aSocial Accountsand Contacts
  45. 45. Appforce Enhancements Summary (cont.) Not Automatically automatically Contact Automatically visible to all visible. Feature salesforce.c Release visible to all Salesforce Salesforce Feature Admins. No is om to Type users. No Edition License setup required available but enable this setup required requires some feature. setup.Dynamic VisualforceComponents GA P EE, UE, DE n/aTab Bar Organizer GA P Personal, CM, GE, PE, EE, UE n/aForce.com QuickAccess MenuEnhancements GA P Personal, CM, GE, PE, EE, UE n/aApp Quick StartEnhancements GA P Personal, CM, GE, PE, EE, UE n/a REFERENCE: For a full list of Appforce features and enhancements, please see the release notes.
  46. 46. What are the Enhancements to Schema Builder Create and Edit custom objects, fields, and relationships. Drag-and-drop elements into the schema. Drag and Drop new fields onto the canvas Double Click on custom fields to edit them
  47. 47. How will Schema Builder be Used? Administrators and developers can:  View how the Salesforce objects in their organization are related.  Filter, expand, and focus their view of the schema.  Quickly add custom objects or fields with the drag and drop interface.
  48. 48. What are the Enhancements to Security? Enable Alpha, numeric, and special characters passwords. Session timeout values increased to 12 hours. Set Service Providers from the Identity Provider page for any profile. A full copy sandbox can include the encryption keys for encrypted fields.
  49. 49. What are the Enhancements to Sharing? Criteria Based Sharing for Leads and Campaigns Metadata API Support for Roles, Groups, Queues Territories and Sharing Rules (includes Change Sets) API Function to Query User’s Record Access
  50. 50. Questions??
  51. 51. Thank You!

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