Spring 09 Release Maria Pergolino

YOUR RESPONSIBILITY – NEW RELEASES Salesforce Community Spring Release Features for You Overview of all What’s visible and not visible automatically Detailed Release Notes Summary by area Instructions Training

Salesforce Community

Spring Release

Features for You

Overview of all

What’s visible and not visible automatically

Detailed Release Notes

Summary by area

Instructions

Training

RELEASE AREAS OF ENHANCEMENT User Productivity Collaboration Tools Business Process Platform Client Apps

User Productivity

Collaboration Tools

Business Process

Platform

Client Apps

USER PRODUCTIVITY Opportunity Genius Allows sales to find and bookmark similar deals using a variety of search criteria Setup | Customize | Opportunities | Similar Opportunities, Then add to Page Layout Gives limited visibility into private opps Enhanced Search Search content s of a document (PDF, PPT, RTF, Word, Text, XML, etc) Time Picker for Events Select Start and End Times from a Picker

Opportunity Genius

Allows sales to find and bookmark similar deals using a variety of search criteria

Setup | Customize | Opportunities | Similar Opportunities, Then add to Page Layout

Gives limited visibility into private opps

Enhanced Search

Search content s of a document (PDF, PPT, RTF, Word, Text, XML, etc)

Time Picker for Events

Select Start and End Times from a Picker

COLLABORATION TOOLS Salesforce Content Salesforce Ideas Salesforce to Salesforce PRM Enhancements Customer Portal

Salesforce Content

Salesforce Ideas

Salesforce to Salesforce

PRM Enhancements

Customer Portal

BUSINESS PROCESS CHANGES Page layout editor Email to case as a service Campaign member enhancements Global business hours for holidays Delegated data administration Workflow enhancements Analytics enhancements

Page layout editor

Email to case as a service

Campaign member enhancements

Global business hours for holidays

Delegated data administration

Workflow enhancements

Analytics enhancements

Page Layout Editor WYSIWIG editor Can be disabled if desired Key Benefits Faster Easier to Use Blank spaces Undo/redo

WYSIWIG editor

Can be disabled if desired

Key Benefits

Faster

Easier to Use

Blank spaces

Undo/redo

PAGE LAYOUT EDITOR - NOTES Admins using Firefox 2 will get prompted to opt out of the enhanged page layout editor on the User Interface setting page Opt in is org-wide Edit Properties button is now the Edit Properties icon (wrench) Save As is the Close function

Admins using Firefox 2 will get prompted to opt out of the enhanged page layout editor on the User Interface setting page

Opt in is org-wide

Edit Properties button is now the Edit Properties icon (wrench)

Save As is the Close function

CAMPAIGN ENHANCEMENTS Campaign Members related list Manage Members Page Manage Members button now drop down button

Campaign Members related list

Manage Members Page

Manage Members button now

drop down button

CAMPAIGN ENHANCEMENTS - NOTES Admins must ad the Campaign Members related list to the page layout in Campaigns Setup | Campaigns | Page Layouts | Edit

Admins must ad the Campaign Members related list to the page layout in Campaigns

Setup | Campaigns | Page Layouts | Edit

PLATFORM Email deliverability Setup | Administration Setup | Monitoring | Email Log Files Items renamed (bounced is now deliverability) Email logs Opportunity save behavior Workflow rules, validation rules can fire when child makes a change that affects parent Additional Developer Enhancements See force.com release notes

Email deliverability

Setup | Administration Setup | Monitoring | Email Log Files

Items renamed (bounced is now deliverability)

Email logs

Opportunity save behavior

Workflow rules, validation rules can fire when child makes a change that affects parent

Additional Developer Enhancements

See force.com release notes

CLIENT APPS Mobile services More control through device assignment Email Services Redesigned Task/Event Association UI Always mark for sync option in Outlook Offline Services Support for Person Accounts and Relationship Groups in Connect Offline iPhone enhancements Windows Mobile

Mobile services

More control through device assignment

Email Services

Redesigned Task/Event Association UI

Always mark for sync option in Outlook

Offline Services

Support for Person Accounts and Relationship Groups in Connect Offline

iPhone enhancements

Windows Mobile