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Salesforce.com	
  Spring	
  ‘13	
  Release	
  
March	
  11,	
  2013	
  


©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  




                                 ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
Appirio	
  Helps	
  Enterprises	
  Reimagine	
  Their	
  Business	
  with	
  
        the	
  Cloud	
  
                                    The	
  World’s	
  Largest	
  Cloud	
                     Businesses	
  Reimagined	
  
                                       Expert	
  Community	
  


                            +	
                                                    =
                                    Services	
  Powered	
  by	
  Reusable	
  
                                         Technology	
  and	
  70k	
  
                                      Crowdsourced	
  Developers	
  



                       6	
  years,	
  500	
  enterprises,	
  2.5M	
  users	
  moved	
  to	
  the	
  cloud	
  




*	
  
Appirio:	
  We	
  Deliver	
  Agility	
  by	
  Rapidly	
  Aligning	
  Strategy	
  
    with	
  Technology	
  and	
  Transforming	
  the	
  Way	
  People	
  Work	
  




            Average	
  6me	
  to	
  results	
  =	
  4	
  months	
  	
  	
  	
  	
  	
  	
  Workers	
  transformed	
  =	
  2.5M	
  

*	
  
The	
  Results:	
  Rapid	
  Business	
  Outcomes	
  Across	
  FuncSons	
  
              Sales	
                Service	
                     HR	
              CollaboraSon	
                               IT	
  




            Ad	
  sales	
  on	
      Standard	
  call	
       Paper-­‐based	
            Point-­‐to-­‐point	
      Expensive,	
  inflexible	
  IT	
  
           spreadsheets	
               Center	
                 forms	
                communica6on	
                 infrastructure	
  




          Scalable,	
  global	
     Social	
  customer	
     Web-­‐based	
  HR	
        	
  Company-­‐wide	
        Cloud	
  IT	
  for	
  superior	
  
           sales	
  process	
           service	
             experience	
            social	
  collabora6on	
      member	
  experience	
  
             7	
  Months	
             4	
  Months	
           9	
  Months	
               2	
  Months	
                   7	
  Months	
  

*	
  
Agenda	
  
 Chatter / Mobile


 Sales Cloud / Service Cloud


 Force.com




          ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
ChaXer	
  Enhancements	
  


             •    Find	
  in	
  Group	
  Feed	
  
             •    Enhanced	
  People	
  
             •    Tasks	
  in	
  ChaXer	
  Feed	
  /	
  ChaXer	
  Tasks	
  (Beta)	
  
             •    Addi6onal	
  ChaXer	
  Enhancements	
  




                                                 ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Find	
  in	
  Group	
  Feed	
  




                                             ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Enhanced	
  People	
  




                                    ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
ChaXer	
  Tasks	
  




                                 ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
ChaXer	
  Tasks	
  (Beta)	
  


             ChaXer	
  Tasks	
  (Beta)	
  let	
  you	
  create	
  a	
  task	
  directly	
  from	
  
             the	
  ChaXer	
  publisher	
  on	
  a	
  record	
  detail	
  page.	
  




                                                ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
AddiSonal	
  ChaXer	
  Enhancements	
  




                                       ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Mobile	
  Enhancements	
  


             •  Salesforce	
  Touch	
  
             •  ChaXer	
  for	
  iOS	
  3.0	
  
             •  ChaXer	
  for	
  Android	
  2.6	
  




                                              ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Salesforce Touch




                              ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
View Dashboards in Salesforce Touch




                                                 ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Enabling	
  Touch	
  

                                                       System	
  Setup	
  




                                   User	
  Setup	
  




                                                       ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Configuring	
  VisualForce	
  Page	
  




                                         ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
ChaXer	
  for	
  Android	
  2.6	
  GA	
  




                                                ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
ChaXer	
  for	
  iOS	
  3.0	
  Enhancements	
  




                                            ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Chatter, Mobile


Sales Cloud / Service Cloud


Force.com




         ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
Sales	
  Cloud	
  Enhancements	
  


             •    Forecas6ng	
  Enhancements	
  
             •    Salesforce	
  for	
  Outlook	
  Side	
  Panel	
  
             •    Opportunity	
  Sales	
  Team	
  Workflow	
  
             •    Person	
  Accounts	
  Formulas	
  




                                              ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
ForecasSng	
  Enhancements	
  


             •  Quarterly	
  Forecasts	
  Available	
  
             •  Partner	
  Portal	
  opportuni6es	
  can	
  be	
  included	
  in	
  
                forecasts	
  




                                             ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Salesforce	
  for	
  Outlook	
  Side	
  Panel	
  




             •  Contacts	
  sync	
  every	
  hour	
  instead	
  of	
  10	
  minutes	
  
                                                    ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Salesforce	
  Side	
  Panel	
  




                                             ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Opportunity	
  Sales	
  Team	
  -­‐	
  Workflow	
  




                                            ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Person	
  Account	
  Formulas	
  




                                          ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Service	
  Cloud	
  Enhancements	
  


             •  Email	
  Message	
  Repor6ng	
  
             •  ChaXer	
  Answers	
  




                                         ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Service	
  Cloud	
  -­‐	
  Email	
  Message	
  ReporSng	
  

             •  Email	
  Message	
  object	
  is	
  now	
  available	
  in	
  Custom	
  Report	
  
                 Types.	
  
                  o  Email	
  to	
  Case	
  must	
  be	
  enabled	
  

                  o  Allows	
  repor6ng	
  on	
  all	
  emails	
  associated	
  with	
  Cases	
  

                  o  Can	
  include	
  any	
  parent	
  objects	
  of	
  cases	
  




                                                   ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Service	
  Cloud	
  -­‐	
  ChaXer	
  Answers	
  

              •  ChaXer	
  Answers	
  is	
  now	
  available	
  in	
  Developer	
  Edi6on	
  orgs	
  
                 allowing	
  administrators	
  and	
  developers	
  to	
  test.	
  




                                                   ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Agenda	
  
 Chatter, Mobile


 Sales Cloud / Service Cloud


 Force.com




          ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
Force.com	
  Enhancements	
  


             •    State	
  &	
  Country	
  Picklists	
  
             •    Controls	
  for	
  Sending	
  Email	
  
             •    Back	
  Page	
  Feature	
  
             •    Cri6cal	
  Updates	
  




                                               ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
State	
  and	
  Country	
  Picklist	
  




                                               ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Controls	
  for	
  Sending	
  Email	
  

             •  Administrators	
  have	
  the	
  ability	
  to	
  set	
  access	
  of	
  system	
  
                generated	
  emails	
  (Very	
  useful	
  for	
  sandboxes	
  and	
  preven6ng	
  
                emails	
  being	
  sent	
  to	
  users).	
  	
  	
  
             •  Newly	
  created	
  Sandboxes	
  default	
  to	
  the	
  System	
  Email	
  Only	
  
                deliverability	
  seeng	
  




                                                     ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
Back	
  Page	
  Feature	
  



             •  Field	
  history	
  data	
  will	
  be	
  deleted	
  afer	
  18	
  months	
  
                   o  Applies	
  to	
  organiza6ons	
  created	
  since	
  June	
  2,	
  2011	
  
                   o  Can	
  request	
  to	
  disable	
  this	
  feature	
  by	
  contac6ng	
  
                      Salesforce	
  Support	
  




                                                     ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
CriScal	
  Updates	
  




                                    ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  
AddiSonal	
  Resources	
  

                  hXp://www.salesforce.com/customer-­‐resources/releases/	
  
           	
  
           	
  
           	
  
           	
  




                                          ©	
  2013	
  Appirio,	
  Inc.	
  -­‐	
  Confiden6al	
  
	
  	
  

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Salesforce Spring '13 Highlights

  • 1. Salesforce.com  Spring  ‘13  Release   March  11,  2013   ©  2013  Appirio,  Inc.  -­‐  Confiden6al   ©  2013  Appirio,  Inc.  -­‐  Confiden6al  
  • 2. Appirio  Helps  Enterprises  Reimagine  Their  Business  with   the  Cloud   The  World’s  Largest  Cloud   Businesses  Reimagined   Expert  Community   +   = Services  Powered  by  Reusable   Technology  and  70k   Crowdsourced  Developers   6  years,  500  enterprises,  2.5M  users  moved  to  the  cloud   *  
  • 3. Appirio:  We  Deliver  Agility  by  Rapidly  Aligning  Strategy   with  Technology  and  Transforming  the  Way  People  Work   Average  6me  to  results  =  4  months              Workers  transformed  =  2.5M   *  
  • 4. The  Results:  Rapid  Business  Outcomes  Across  FuncSons   Sales   Service   HR   CollaboraSon   IT   Ad  sales  on   Standard  call   Paper-­‐based   Point-­‐to-­‐point   Expensive,  inflexible  IT   spreadsheets   Center   forms   communica6on   infrastructure   Scalable,  global   Social  customer   Web-­‐based  HR    Company-­‐wide   Cloud  IT  for  superior   sales  process   service   experience   social  collabora6on   member  experience   7  Months   4  Months   9  Months   2  Months   7  Months   *  
  • 5. Agenda   Chatter / Mobile Sales Cloud / Service Cloud Force.com ©  2013  Appirio,  Inc.  -­‐  Confiden6al  
  • 6. ChaXer  Enhancements   •  Find  in  Group  Feed   •  Enhanced  People   •  Tasks  in  ChaXer  Feed  /  ChaXer  Tasks  (Beta)   •  Addi6onal  ChaXer  Enhancements   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 7. Find  in  Group  Feed   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 8. Enhanced  People   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 9. ChaXer  Tasks   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 10. ChaXer  Tasks  (Beta)   ChaXer  Tasks  (Beta)  let  you  create  a  task  directly  from   the  ChaXer  publisher  on  a  record  detail  page.   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 11. AddiSonal  ChaXer  Enhancements   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 12. Mobile  Enhancements   •  Salesforce  Touch   •  ChaXer  for  iOS  3.0   •  ChaXer  for  Android  2.6   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 13. Salesforce Touch ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 14. View Dashboards in Salesforce Touch ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 15. Enabling  Touch   System  Setup   User  Setup   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 16. Configuring  VisualForce  Page   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 17. ChaXer  for  Android  2.6  GA   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 18. ChaXer  for  iOS  3.0  Enhancements   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 19. Chatter, Mobile Sales Cloud / Service Cloud Force.com ©  2013  Appirio,  Inc.  -­‐  Confiden6al  
  • 20. Sales  Cloud  Enhancements   •  Forecas6ng  Enhancements   •  Salesforce  for  Outlook  Side  Panel   •  Opportunity  Sales  Team  Workflow   •  Person  Accounts  Formulas   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 21. ForecasSng  Enhancements   •  Quarterly  Forecasts  Available   •  Partner  Portal  opportuni6es  can  be  included  in   forecasts   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 22. Salesforce  for  Outlook  Side  Panel   •  Contacts  sync  every  hour  instead  of  10  minutes   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 23. Salesforce  Side  Panel   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 24. Opportunity  Sales  Team  -­‐  Workflow   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 25. Person  Account  Formulas   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 26. Service  Cloud  Enhancements   •  Email  Message  Repor6ng   •  ChaXer  Answers   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 27. Service  Cloud  -­‐  Email  Message  ReporSng   •  Email  Message  object  is  now  available  in  Custom  Report   Types.   o  Email  to  Case  must  be  enabled   o  Allows  repor6ng  on  all  emails  associated  with  Cases   o  Can  include  any  parent  objects  of  cases   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 28. Service  Cloud  -­‐  ChaXer  Answers   •  ChaXer  Answers  is  now  available  in  Developer  Edi6on  orgs   allowing  administrators  and  developers  to  test.   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 29. Agenda   Chatter, Mobile Sales Cloud / Service Cloud Force.com ©  2013  Appirio,  Inc.  -­‐  Confiden6al  
  • 30. Force.com  Enhancements   •  State  &  Country  Picklists   •  Controls  for  Sending  Email   •  Back  Page  Feature   •  Cri6cal  Updates   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 31. State  and  Country  Picklist   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 32. Controls  for  Sending  Email   •  Administrators  have  the  ability  to  set  access  of  system   generated  emails  (Very  useful  for  sandboxes  and  preven6ng   emails  being  sent  to  users).       •  Newly  created  Sandboxes  default  to  the  System  Email  Only   deliverability  seeng   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 33. Back  Page  Feature   •  Field  history  data  will  be  deleted  afer  18  months   o  Applies  to  organiza6ons  created  since  June  2,  2011   o  Can  request  to  disable  this  feature  by  contac6ng   Salesforce  Support   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 34. CriScal  Updates   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  • 35. AddiSonal  Resources   hXp://www.salesforce.com/customer-­‐resources/releases/           ©  2013  Appirio,  Inc.  -­‐  Confiden6al