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IT Success with the Winter '07 Release Platform Overview

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  • 1. IT Success with the Winter '07 Release: Platform Overview Eric Bezar VP Platform Product Management Salesforce.com Track: IT Executives
  • 2. Safe Harbor Statement
    • “ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results 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, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology 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 the integration of Sendia Corporation’s technology, operations, infrastructure and personnel with ours; unexpected costs or delays incurred in integrating Sendia with salesforce.com, which could adversely affect our operating results and rate of growth; any unknown errors or limitations in the Sendia technology; any third party intellectual property claims arising from the Sendia technology; customer and partner acceptance and deployment of the AppExchange and AppExchange Mobile platforms; interruptions or delays in our service or our Web hosting; our new business model; breach of our security measures; possible fluctuations in our operating results and rate of growth; the emerging market in which we operate; our relatively limited operating history; our ability to hire, retain and motivate our employees and manage our growth; competition; our ability to continue to release and gain customer acceptance of new and improved versions of our CRM service; unanticipated changes in our effective tax rate; fluctuations in the number of shares outstanding; the price of such shares; foreign currency exchange rates and interest rates.
    • Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time, including our Form 10-K for the fiscal year ended January 31, 2006. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com/investor .
    • Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all.  Customers who purchase our services should make purchase decisions based upon features that are currently available.  Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
  • 3. Agenda
    • IT challenges
    • Why Apex: Platform overview
    • What's new in Winter '07
    • What can you do with Winter '07?
  • 4. The CIO Agenda 2006 Create Business Advantage
    • Improving business processes
    • Enterprisewide operating costs
    • Attracting, retaining and growing customer relationships
    • Supporting competitive advantage
    • Improving enterprise competitiveness (bottom-line profitability)
    Powerful external forces are shaping the CIO's agenda. Enterprises are broadening their focus from providing efficient operations to creating new sources of advantage in highly competitive markets. “ ” — Gartner Inc, Executive Summary: Growing IT's Contribution: The 2006 CIO Agenda
  • 5. Single-Tenant: Roadblock to Success Implementing & Upgrading Single-Tenant Consumes IT & Forces Trade-Offs Can we afford to upgrade this year? What dependencies, fixes, or other software upgrades will this project actually trigger? Should we upgrade to the next version? Or is it going to be too expensive to rebuild our customizations? Is it possible to meet the deadlines for business stakeholders? (The CIO of a Fortune 50 company) estimated that his next upgrade would take two years and cost around $100M. Meanwhile, his CEO was asking, ‘Haven’t we already paid for this system’? “ ” — Bruce Richardson, AMR Research Dateline 2010: Divining the Future of Enterprise Software, September 2005 Should we wait until the next software release?
  • 6. Challenges to Deploying Applications What are your challenges to reaching measurable success? Poor Adoption Project Risk
    • IT Success is measured by adoption
    • High expectations for adoption rates
    • Difficult to mandate usage
    • Complexity of user requirements
    • Customization and Integration technical risk
    • Rapidly changing business requirements
    • Difficult, lengthy upgrades
    Common IT Challenges Limited Resources
    • Application deployment
    • Customization
    • Integration
    • Tactical Administration
  • 7. Agenda
    • IT challenges
    • Why Apex: Platform overview
    • What's new in Winter '07
    • 5 things you can do with Winter '07
  • 8. Customer Use of Salesforce.com Has Evolved CRM Applications
    • Sales
    • Marketing
    • Service & Support
    Customized and Integrated
    • Meta Customizations
    • Rich Web Services Integrations
    ERP Legacy Platform Customers building new On-Demand apps Ecosystem Partners building integrated solutions Directory Directory of On-Demand Business Apps
  • 9. Platform for the Business Web Secure & Scalable Integrate Mash-Ups ISV Standards Create & Publish Deliver Everywhere Mobile Run Deliver Globally Think Global, Act Local
  • 10. Our Guiding Principle
    • Make simple things simple.
    • Make complex things possible.
  • 11. Enablement Across All Audiences Business User Power User Administrator / Business Analyst Script Developer Professional Developer Configure apps Customize apps Develop apps
    • Declarative
    • Point and click
    • Meta Data Based
    • Apex language
    • Procedural Code
    • Multiple languages
    • Developer target
    Personalize apps Browser user Excel user Excel power user Basic DB knowledge Light VBA or Javascript SQL expertise Java / .NET
  • 12. Native Apps Customize with Clicks not Code
    • Point-and-Click Model Delivers:
    • Data model customizations
      • Add tables
      • Add fields
      • Create relationships
    • User interface customizations
      • Diverse page layouts to support multiple business processes
    • Workflow & business logic
      • Validation rules
      • Approval processes
    • Custom applications
    All Customizations Are Upgraded With Zero Customer Effort
  • 13. When to go Composite?
    • Integrations, Mash-Ups
    http://www.salesforce.com/developer Custom Interface Development
  • 14. Flexibility: Build, Buy, Mash-Up Build with Clicks not Code
    • Over 300 Applications
      • Create
      • Share
      • Browse
      • Install
    Collaboration Compose Mash-ups from Components
  • 15. Agenda
    • IT challenges
    • Why AppExchange: Platform overview
    • What's new in Winter '07
    • What can you do with Winter '07
  • 16. In Winter '07, AppExchange matures from a simple data centric platform to a powerful process centric platform . Now business analysts can automate entire business processes without coding. Winter '07 makes powerful things simple.
  • 17. From Data Centric to Process Centric Current Winter '07 Content File Share Project Portal MS Sharepoint Intranet Nytimes.com Transaction Process Data Press Release approval Spreadsheet MS Access Lotus Notes Group Recruiting Bug tracking ProServ Automation Product Management Project Management Department Payroll (ADP) Financials (Oracle) Supply Chain Benefits Enrollment Expense Mgmt Help desk Procurement HR CRM Analytics Enterprise Paypal CSS/PRM Internet/ Extranet
  • 18. What's New in Winter '07
    • Workflow & business logic with clicks, not code
    Seamlessly integrated composite apps API enhancements for power & performance Enhanced tools for app distribution & upgrading Security & compliance features
  • 19. Workflow: Not Just Notifications Any More
    • Field Update Action Trigger State Changes & Calculations
    • Outbound Message Action Integrate across multiple systems with real-time messaging
    • Up to 300 Workflow Rules per Object
    • Advanced filters and More Objects
  • 20. Approval Processes
    • Simple or multi-step approval processes
    • Specify actions at each step of process
    • Flexible options for approval request routing
    • Delegated approvals
  • 21. App Logic: Data Validation
    • Prevent invalid data from being saved
    • Make fields conditionally required
    • Prevent duplicate values
    • Enforce your business rules via UI and API
  • 22. App Logic: Formula Enhancements
    • Set default field values New Functions FIND, SUBSTITUTE, DATEVALUE, MIN & MAX
    • Bigger Formulas
    • Reference Record Type, User, Role, and Profile Fields
    • Store formula results in other fields
  • 23. Security & Compliance features
    • Sharing on Custom Objects
    • Field History Tracking on Custom Objects
    • User Hierarchy fields for approval routing
    • Restricted edit option on User custom fields
  • 24. UI Customization
    • Rename Standard Fields
    • Related List Hover Links
    • Collapsible Sidebar
    • Customize Sidebar Components on Every Page
    • Flexible Custom Tab Colors & Icons
  • 25. Demo: PTO (Paid Time Off) Tracker
    • Department: Enterprise Wide
    • Key Requirements
      • Enforce business policies
      • Implement process controls
      • Meet compliance requirements
      • Integrate with Payroll system
    • Key Benefits
      • Eliminate error-prone manual processes
      • Reduce financial impact of inaccurate PTO reporting
  • 26. Seamlessly Integrated Composite Apps
    • Embedded Mashups
      • Detail Pages
      • Dashboards
    • Custom Buttons & Links
      • Add custom buttons
      • Remove standard buttons
      • Override standard buttons
    • Integrated AJAX Toolkit
  • 27. Demo: Composite Sales App
    • Department: Sales Operations
    • Key Requirements
      • Improve data quality of account information
      • Clean up duplicate data
      • Ease of use
    • Key Benefits
      • Improved visibility to support executive decision making
      • Seamless integration avoids need for re-training
  • 28. AppExchance API 8.0
    • Merge API
    • SOQL Relationships
    • SOSL Enhancements
    • Upsert with External IDs
    • New Objects
    • New Metadata
    • SOQL Enhancements
  • 29. Data Loader
    • Simplify and speed up large data import and export tasks
    • Load and synchronize complex relational data structures with ease
  • 30. App Packaging & Upgrading
    • Package customizations on standard objects
    • Create "Managed" packages for ease of upgrade & IP protection
    • Unique namespaces
    • License management integration
    • Package extensions
  • 31. Programming Language Customize any CRM feature or build your own Build Any Application! Run custom business logic on our server Beta release planned for Q1 2007 Data apps Process apps Transactional apps
  • 32. Agenda
    • IT challenges
    • Why AppExchange: Platform overview
    • What's new in Winter '07
    • What can you do with Winter '07
  • 33. What Can You Do With Winter '07
    • Automate manual business processes
    • Meet compliance requirements
    • Migrate and rationalize aging applications
    • Improve collaboration in a distributed organization
  • 34. Automate Manual Business Processes Human Resources Recruiting Vacation Requests Training Finance Expense Reports Procurement Budgets Operations Project Management Event Managment Professional Services Management IT IT Asset Tracking Bug Tracking Change Requests Which users have been left out? Which business processes are still manual?
  • 35. Meet Compliance Requirements
    • Implement process controls
      • Approvals
      • Record locking
      • Sharing rules
    • Audit changes
      • History tracking
      • Configuration audit trail
    • Report and archive
      • Create custom reports
      • Export data for archival
  • 36. Conclusion
    • AppExchange can help achieve many of your IT objectives
      • Works in your world
      • All the advantages of the on-demand model
      • Powerful new features in Winter '07
    • Whether your mission is process improvement, cost reduction, compliance, or increasing your agility at responding to LOB requests, the AppExchange platform should be an essential part of your IT strategy
  • 37. Additional Resources
    • Winter '07 Admin Preview
    • AppExchange Developer Network (ADN)
      • http://www.salesforce.com/developer/
    • Training & Education Programs
      • New AppExchange Laboratory 5-day Course
        • Build full-featured applications on the AppExchange platform that are relevant to your business needs
        • Accelerate time to market by leveraging pre-built applications and application components available on the AppExchange Directory
      • http://www.salesforce.com/trainingsupport/workshops.jsp
  • 38. Q & A
  • 39. Session Feedback Let us know how we’re doing!
    • Please score the session from 5 to 1 (5=excellent,1=needs improvement) on the following categories:
      • Overall rating of the session
      • Quality of content
      • Strength of presentation delivery
      • Relevance of the session to your organization
    Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 224, #### For example, “ Session 123, 5555 ” Session ID: 224 Session ID # Scores for 4 categories SMS Voting powered by: