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Salesforce Spring 15 release overview deck

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Salesforce Spring 15 release overview deck

This presentation was made by salesforce.com, inc. (Release Readiness Team), and was modified by me for the use of Salesforce User Group knowledge share and for explaining what is coming in the next release (Spring15).

This presentation was made by salesforce.com, inc. (Release Readiness Team), and was modified by me for the use of Salesforce User Group knowledge share and for explaining what is coming in the next release (Spring15).

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Salesforce Spring 15 release overview deck

  1. 1. Spring ’15 Release Overview Deck
  2. 2. Safe Harbor Statement Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves 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, including any projections of product or service availability, 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 developing and delivering new functionality for our service, new products and services, our new business model, our past 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 outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, 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 the 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.
  3. 3. This presentation was made by salesforce.com, inc. (Release Readiness Team), and was modified by me for the use of Salesforce User Group knowledge share and for explaining what is coming in the next release (Spring15). This document contains proprietary information of salesforce.com, inc., it is provided under a license agreement containing restrictions on use, duplication and disclosure and is also protected by copyright law. Permission is granted to customers of salesforce.com, inc. to use and modify this document for their internal business purposes only. Resale of this document or its contents is prohibited. The information in this document is subject to change without notice. Should you find any problems or errors, please log a case from the Support link on the Salesforce home page. Salesforce.com, inc. does not warrant that this document is error-free. "Salesforce.com" and the "no software" logo are registered trademarks of salesforce.com, inc. 3rd party marks are the property of their owners. Copyright
  4. 4. Chatter Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Bundled FTC Posts GA P GE, PE, EE, UE, PxE, DE, Personal N/A Feed Post Actions GA P GE, PE, EE, UE, PxE, DE, Personal N/A Consolidated Post GA P GE, PE, EE, UE, PxE, DE, Personal N/A Workflow for Feeditems GA P GE, PE, EE, UE, PxE, DE, Personal N/A Emoticons GA P GE, PE, EE, UE, PxE, DE, Personal N/A Salesforce1 Tablet GA P GE, PE, EE, UE, PxE, DE, Personal N/A Enhanced Follow Model Open Pilot P GE, PE, EE, UE, PxE, DE, Personal N/A
  5. 5. Chatter Enhancements Summary (cont.) Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Files Connect for OneDrive for Business GA P EE, UE,PxE, DE EmployCRM, Chatter+, Force light & higher, Employee Community Help Desk Files Connect is also available in one.app GA P P (only for on premise) EE, UE,PxE Unified Setup Tree for Files GA P GE, PE, EE, UE, PxE, DE All Record Types and Page Layouts for Salesforce Files P GE, PE, EE, UE, PxE, DE All
  6. 6. Available with the following Salseforce Licenses: Salesforce Chatter Only Salesforce Platform Salesforce Platform Light Salesforce Platform One Force.com — One App Force.com App Subscription Force.com — Free Partner App Subscription Identity Work.com only Ideas Only Siteforce Only Knowledge Only Chatter Enhancements Summary (cont.) Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Files Sync GA P EE, UE,PxE, DE See below. 10,000 Files Support GA P Windows 8 and 8.1, and Mac OS X Yosemite GA P Managed Version Open Pilot P P EE, UE,PxE, DE REFERENCE: For a full list of Files features and enhancements, please see the release notes.
  7. 7. Communities Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Community Builder GA P EE, UE,PxE, DE Communities Community Management Console GA (1 beta feature) P EE, UE,PxE, DE Communities Napili Template Enhancments GA P EE, UE,PxE, DE Communities REFERENCE: For a full list of Communities features and enhancements, please see the release notes.
  8. 8. Force.com Customization Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Lightning Process Builder GA P UE, EE, DE, Custom SAML Just-In- Time Provisioning GA P PxE, UE, EE, DE n/a Advanced Auth protocols for Mobile SDK and S1 on iOS GA P GE, PE, EE, UE, PxE, DE n/a API Client Whitelisting GA P P PE, EE, UE, PxE, DE n/a Global Authentication Providers GA P PE, EE, UE, PxE, DE All except User Provisioning GA P EE, UE, PxE, DE All except Chatter Free AppExchange Store Builder GA EE, UE, PxE, DE, Force.com At least Identity REFERENCE: For a full list of Force.com features and enhancements, please see the release notes.
  9. 9. Force.com Enhancements Summary Feature Release Type Automatically visible to all users. No setup required. Automatically visible to all Admins. No setup required. Not automatically visible. Feature is available but requires some setup. Contact salesforce.com to enable this feature. Salesforce Edition Salesforce License Lightning Components Beta P EE, PxE, UE, DE, Database.com n/a REFERENCE: For a full list of Force.com features and enhancements, please see the release notes.
  10. 10. Spring ‘15 Release Timeline
  11. 11. Spring ‘15 Release Timeline PROD – R1 2/6/2015 NA6, NA7, NA8, NA9, NA17, NA18, NA22, EU5 SB-1 – 1/9/2015 CS3, CS4, CS7, CS9, CS11, CS12, CS13, CS14, CS15, CS17, CS20, CS21, CS23, CS30, CS32, CS80 December ‘14 January ‘15 February ‘15 Pre-Release and Release Notes Available (12/18) SB-2 – 1/10/2015 CS5, SR1, SR2 PROD – R0 1/16/2015 NA1 PROD – R2a 2/13/2015 EU0, EU1, EU2, EU3, CS81, NA0, NA2, NA3, NA4, NA5, NA10, NA11, NA12, NA13, NA14, NA15, NA16, NA19, NA20, NA21, NA23, NA41 PROD – R2b 2/14/2015 AP0, AP1, AP2, CS1, CS2, CS6, CS8, CS10, CS16, CS18, CS22, CS24, CS33 Release Readiness LIVE! – 1/20 & 1/21
  12. 12. Salesforce1 Reporting Enhancements
  13. 13.  Report notifications – receive threshold-based daily alerts via Email, Chatter, or Salesforce1  Tablet-optimized version dashboards  Filtered and dynamic dashboards in Salesforce1  Reports are now natively available in Salesforce1 What are the Enhancements to Salesforce1 Reporting?
  14. 14.  Get alerts based on personal threshold  Notified via Salesforce1, Email, or Chatter  Doesn’t count towards Scheduled Report Limits  Limit – 5 subscriptions per user  Available on PE, DE, EE, UE and PxE Key Capabilities – Report Notifications
  15. 15. Purpose: View up to three columns of dashboard in landscape and portrait mode on tablet. Audience: All Key Capabilities: Tablet Optimization Scroll up and down to see all components in each column
  16. 16. Purpose: Interactively filter report by tapping on chart. Audience: All Key Capabilities: Tablet Optimization Interact with chart or legend on side panel. Select multiple filters from legend by tapping.
  17. 17. Purpose: To run dashboard as someone else and view results. Audience: All Key Capabilities: Dynamic Dashboards Search for user to Run Dashboard As Tap on User icon in action bar
  18. 18. Purpose: Access reports from left navigation. Audience: All Key Capabilities: Direct Access to Reports Tap on Reports to view Most Recently Viewed Reports
  19. 19. Purpose: Two options for refresh and rerun. Audience: All Key Capabilities: Refresh Dashboards More Easily Tap re-run icon in action bar Make a decision on reloading latest refresh or re-running the source reports. Reloading by Pull to refresh will be faster.
  20. 20. Service Cloud Enhancements
  21. 21.  Salesforce Console for Service Enhancements  Macros (Agent Productivity)  Social Customer Service Starter Pack  Service Communities Enhancements (Question-to-Case)  Business Continuity with Org Sync What are the Enhancements to the Service Cloud?
  22. 22. Users can:  Use new keyboard shortcuts.  Rearrange console tabs.  Access several console features automatically.  Adopt new system recommendations. Administrators can:  Clone console apps.  Assign an automatic height and width to stacked components.  Let users customize navigation tabs. What are the Enhancements to the Console for Service?
  23. 23. When working on a case, the pinned list can take up valuable real estate. The Shift+N keyboard shortcut allows users to quickly collapse and expand a pinned list. The new zoom keyboard shortcut (Z) is an awesome utility that quickly allows users to collapse the header, footer, and pinned list in a single click! Console for Service: Keyboard Shortcuts for Users Header and footer Pinned list No pinned list No header and footer
  24. 24. Ctrl+click is an incredibly useful feature that allows console links to be opened in the background. It allows users to open several tabs in succession without losing focus on what they are currently viewing. Console for Service: Keyboard Shortcuts for Users (cont.) Ctrl + 00001140 and 00001292
  25. 25. You can now drag and drop tabs to any position in their tab strip. This is useful when users have tabs that they frequently access. Console for Service: Drag and Drop Console Tabs Drag tab to left
  26. 26. We are now enabling the following features for all customers:  Save User Sessions (remember users’ workspaces)  Enable Multi-Monitor (allow pop out of components)  Enable Keyboard Shortcuts (allow users to use keyboard shortcuts) Console for Service: Auto Enable Console Features
  27. 27. The Console clone feature allows administrators to duplicate consoles very quickly. This is increasingly handy as more configuration options are added. Console for Service: Clone Console Apps
  28. 28. The minimum width and height features for standard console components ensure that there is at least enough real estate for a component to be usable. If there isn’t, the component simply collapses itself. When expanded again, it expands to the minimum required real width or height. Console for Service: Responsive Sidebars Reduce from this width… …to this width. With Spring ‘15, any sidebar region can be collapsed using the “Shift + arrow” keys.
  29. 29. Support agents can now save time by performing multiple actions in one click. For example, opening the email action, selecting a template, sending an email, and changing the Case status can be done in just one Macro. What are Macros? You can search and execute a Macro from the Macro widget only available in the Salesforce console. Macros can be created by an administrator or any user who has permission in his or her profile.  Open the Macro widget with a simple keyboard shortcut.  Watch each instruction being performed.  Each instruction is being executed in the Console in real time.  Agent is guided in the Macro creation process.  Macros can be shared manually or by using sharing rules.
  30. 30. Open the Macro widget with a keyboard shortcut (M) from within the Console. Use the Macro Widget to Search, Create, and Run a Macro The lightening bolt icon indicates that the macro performs an action—such as sending an email—that cannot be un-done. Enter some letters from the macro’s name to search for it. Create a brand-new macro using this link. Run, Edit, and View Buttons. Collapse the Instructions.
  31. 31. Agents or administrators can create Macros. Creating a Macro is Easy! Macro Name (only searchable field) The Description will display below the Macro Name in the Widget. Click Done to validate the current instruction and add a new instruction below. Create a new instruction in the same context as the previous instruction. Hover over the step number to Delete, Reorder, or Add a new instruction. The first macro instruction specifies the tab that the macro acts upon.
  32. 32. Administrators can turn on Social Customer Service in just minutes. Connect your Facebook and Twitter accounts directly from Salesforce and deliver social customer care without a separate Radian6 account. Social Customer Service Starter Pack is GA! Create account with no login required. Add social accounts. Start and stop data sources directly from Salesforce.
  33. 33. Create Cases from Questions in Chatter with Questions-to-Case. If a question in Chatter isn’t resolved, moderators can escalate the question to a case directly in the feed. Service Communities Enhancements: Escalate Questions to Cases Moderators can access Escalate to Case from the overflow menu on the feed item. The escalation form fields and default values can be configured. NOTE: Question-to-Case is available in the full Salesforce site and the Salesforce1 mobile browser app, as well as in Communities where Chatter Questions is enabled.
  34. 34. Respond to escalated questions without ever leaving the Console. Service Communities Enhancements: Manage Escalated Questions The entire question and all current answers are included in the associated case feed. With the Community publisher, agents can respond directly on the question in the community. Question information is automatically included in the case details. Agents can mark an answer as “Best” if someone in the community has already answered the question.
  35. 35. Build workflow rules or use the Lightning Process Builder to automatically create cases from questions that meet specified criteria. Service Communities Enhancements: Automate Escalation of Questions The Escalate to Case feed action is available to use within flows and processes. Custom flows and processes can be built to create cases from questions based on criteria such as number of likes, best answer, and content.
  36. 36. Organization Sync lets you set up a secondary, synced Salesforce organization where users can work when your primary organization is unavailable. How Can You Promote Business Continuity with Org Sync? PUBLISH objects and fields to be synchronized SUBSCRIBE to Objects and Fields from second org Setup metadata and users in second org Perform an Initial Sync of historical data, as required Primary Org Secondary Org Repeat steps 2 and 3 from secondary to primary for a 2-way synchronization 1 2 3 4
  37. 37. Chatter Enhancements
  38. 38.  Chatter – Bundled Posts – Consolidated Post Action – Feed Post Actions – Workflow Engine Support for Feed Posts – Emoticons – Salesforce1 for Tablet – Enhanced Follow Model  Files – Files Connect – Salesforce Files Sync – Salesforce Files Administration What are the Enhancements to Chatter?
  39. 39. Bundled Posts available in Salesforce1 Web and Salesforce1 mobile: When a series of changes to record data take place within a short window of time, those changes are bundled together as a summary post, thus making users’ posts more prominent. What are the Enhancements to Chatter? (cont.) Bundled Post: One post representing a group of sequential changes to the record.
  40. 40. Consolidated Post Action available in Salesforce1 Web and Salesforce1 mobile: Allows users to attach files and links to the same post in the Salesforce1 web application. What are the Enhancements to Chatter? (cont.) Attach Files and include Links.
  41. 41. Feed Post Actions available in Salesforce1 Web and Salesforce1 mobile: Use the “Create New Task” action from a post and follow the conversation and files from your task list. What are the Enhancements to Chatter? (cont.) Create New Task available from Feed Post Menu. Use the link on the post to navigate to the task that you created.
  42. 42. And more…  Workflow Engine Support for Feed Posts: – You may now use the Salesforce Workflow engine to kick off automation based on Feeditem inserts. This feature only supports Feeditems and not Comments.  Emoticons!  Salesforce1 for Tablet: – Accessing Salesforce1 from your tablet’s browser gives you the Chatter Feed in a new format designed for better user experience on larger mobile formats. – Enhanced Follow Model (Pilot): • Now when you follow a person, you follow their activity instead of their wall (i.e., posts by others on their Profile page). The new model shall improve users’ engagement as they discover new content by following posts in various groups and new conversations. What are the Enhancements to Chatter? (cont.)
  43. 43. Files Connect provides:  New unified access to internal and external files in Salesforce 1 web (one.app), providing users the ability to: – Access the unified recent list of Files from the Files App in stage left. – Post an external file.  OneDrive for Business (announced December 17), which lets Salesforce users access and share files from Microsoft’s latest cloud-based content system. What are the Enhancements to Files Connect?
  44. 44. OneDrive for Business (announced December 17) lets Salesforce users access and share files from Microsoft’s latest cloud-based content system. What are the Enhancements to Files Connect? (cont.)
  45. 45. Files Sync now supports:  Synchronizing files shared by others, directly from Chatter feed posts, file lists, and file detail pages. Previously, users could only sync their own files.  Users having up to 10,000 synced files.  Windows 8 and 8.1, and Mac OS X Yosemite. What are the Enhancements to Salesforce Files Sync?
  46. 46. Files Sync Managed Version provides Salesforce Admins with the ability to silently install Salesforce Files Sync to users’ desktops via MSI:  Deploy the Salesforce Files Sync client to your entire organization’s desktop machines.  Control who gets to install the desktop applications and when the client is upgraded. What are the Enhancements to Salesforce Files Sync? (cont.)
  47. 47. What are the Enhancements to Salesforce Files? Administrators can now configure Files and Content in Setup under Customize | Salesforce Files. Files and Content Configuration Members in Public Self-Service Communities can attach files to their Q&A posts. Files and Communities
  48. 48. Salesforce Files now supports Record Types and Page Layouts.  Previously, most customizable objects supported Record Types and Page Layouts, but Files did not.  Administrators can now set both of these for Files and Content, using the Record Types and Page Layouts Setup pages in the new Salesforce Files node. What are the Enhancements to Files Administration? Unified Record Types and Page Layouts replace Content Types for Salesforce Files (Both Content and Chatter Files).
  49. 49. Communities Enhancements
  50. 50.  Community Builder  Setup and Community Management Console  Enhancements to the Napili Template What are the Enhancements and Additions to Communities?
  51. 51. Users creating a new community will be taken through an improved setup experience.  Add a new community to trigger the Starter Wizard.  Choose a template. What are the Enhancements to Community Builder?
  52. 52. Use the Branding Editor to customize the template.  Choose a palette to quickly change colors.  Update colors using the branding editor, then review live on the canvas.  Get branding done faster by uploading your company logo and automatically generating a color palette for your community. What are the Enhancements to Community Builder? (cont.)
  53. 53. Once your community setup is complete:  Use the new Page Editor and associated Property Editor to modify the various components on a page within a community to update text labels, pick the number of results to display, and more. What are the Enhancements to Community Builder? (cont.)
  54. 54. Once your community setup is complete:  Use the new Settings area to get important info about the current template and links to add data.  Receive notifications about the availability of new templates.  Try out new templates for published communities by upgrading the current community to the new template and reverting to the previous one if the new template does not meet your needs. What are the Enhancements to Community Builder? (cont.)
  55. 55. Community setup and management consolidated into the Community Console, where Community Managers can view, analyze, manage, and act on community information. New features:  Setup overlay moved to console  Streamlined wizard-based flow  Intelligent navigation options  Enhanced overview page  New files moderation page  Topic Management (beta)  Custom Recommendations What is the new Setup & Community Management Console?
  56. 56. Based on customer feedback, we’ve made some enhancements to the Napili template that include Cases, Knowledge, and Questions in the feed. Summary of new features:  Community Leaderboard  Trending and Related Topics  Enhanced Profile with User and Email Settings, Reputation, Follow, and Activity Feed  Configurable photo visibility settings  Add/Remove topics after posting, Follow Topic  Case Feed vs. case comments (pilot) What are the Enhancments to the Napili Template?
  57. 57. Force.com Customization Enhancements
  58. 58.  Lightning Process Builder  Security and Identity Enhancements  AppExchange Store Builder What are the Customization Enhancements to Force.com?
  59. 59. Lightning Process Builder lets you automate business processes using a visual interface.  Processes allow you to execute action groups when certain conditions are met.  Action groups can consist of immediate and scheduled actions. Capabilities include:  Creating a record.  Updating fields on records or any related record.  Launching a trigger-ready flow as an immediate or scheduled action.  Sending an email.  Posting to Chatter.  Submitting for approval.  Triggering Apex. What is Lightning Process Builder? Prior to Process Builder, you had to use Visual Workflow or Apex to create a record, update fields on any related record, post to Chatter, or submit a record for approval.
  60. 60. What Actions are Supported by Lightning Process Builder? Prior to Process Builder, you had to use Visual Workflow or Apex to create a record, update fields on any related record, post to Chatter, or submit a record for approval. Actions Description Create a record Create a new record. Update records Update fields on records or any related records. Send an email Send an email using an email alert. Post to Chatter Post to the feed of a user, a Chatter group, or the record that started the process. Use a quick action Use an object-specific or global action to create a record, update a record, or log a call. Submit for approval Submit a record for approval without requiring users to submit manually. Launch a flow Launch a trigger-ready flow to automate complex business processes. Call Apex Call an Apex method to add customized functionality.
  61. 61.  Custom SAML just-in-time provisioning  Advanced Auth protocols for Mobile SDK and S1 on iOS  API client whitelisting  Global Auth providers  Identity Management What are the Enhancements to Security and Identity?
  62. 62. Control and customize just-in-time user provisioning logic during SAML single sign-on using an Apex class.  Create a class that implements the SamlJitHandler interface. or  Have the Salesforce application generate an Apex class that contains a basic end-to-end flow for you to customize. Custom SAML Just-In-Time Provisioning
  63. 63. Restrict all API client applications, such as the Data Loader, to require administrator approval.  Builds on the Connected Apps framework, allowing an administrator to approve or block individual client applications. Note: Users with the “Use any API Enabled” permission will still allow the user API access through any client. API Client Whitelisting Contact Salesforce to enable API Client Whitelisting.
  64. 64. Two options for setting up key values when configuring a Facebook, Salesforce, LinkedIn, Twitter, or Google Auth. Provider:  Let Salesforce automatically create key values.  Provide values from your own third-party application or connected app. Global Authentication Providers Leaving these fields empty will allow Salesforce to create and manage values for an Auth. Provider. Note: This change will not be available until March 2015.
  65. 65. Administrators can:  Automate the tasks of creating, updating, and disabling user account information across all applications using Salesforce as an Identity Provider.  Centrally view information about user accounts across all applications (such as Google, Box, and other Salesforce orgs) for a given user.  Run “who has access to what apps” report for SOX reporting and other audit and compliance needs.  Automate user provisioning into various apps using Active Directory (AD) using Salesforce Identity Connect to provision users into Salesforce; then Salesforce can provision user accounts into other apps. Identity Management Enhancements
  66. 66. Build your own app store:  Deliver any app to partners, customers, and employees  Create a custom branded experience  Measure adoption with built- in analytics  Integrate with the Customer Success Platform  Extend with 3rd-party apps and services Introducing: AppExchange Store Builder Get it today for free on the AppExchange!
  67. 67. Force.com Development Enhancements
  68. 68.  Lightning Component Framework What is the Development Enhancement to Force.com?
  69. 69. The Lightning Component Framework is a component- based UI framework. Developers will be able to create components that integrate directly into Salesforce1, providing better access to features and optimizations versus earlier offerings.  The Lightning Component Framework: – Is NATIVE to the platform. – Is INTEGRATED with Salesforce1. – Provides a CLOUD-BASED IDE. – Has a RICH feature set. – Supports OTHER JavaScript frameworks!  Components: – Are stored as METADATA. – Are available in commercial AppExchange libraries.  Salesforce1 is built using Lightning Components. What is the Lightning Component Framework? Build applications by assembling components created by you and other developers. Application Component 2 Component 3 Component 4Component 5
  70. 70. Sales Cloud Enhancements
  71. 71.  Collaborative Forecast  Sales Path  Exchange Sync  Duplicate Management  Salesforce for Outlook What are the Enhancements to the Sales Cloud?
  72. 72. Forecast adjustments make forecasting more flexible by allowing users to make changes to forecast rollup amounts. Sales managers can save time by adjusting the rolled-up forecast number instead of each individual forecast number for every rep. What are the Enhancements to Collaborative Forecasts? Manager can now adjust own total forecast rather than allocating adjustments to subordinates. This feature also extends to sales reps to adjust own forecast.
  73. 73.  Lets all forecast users adjust their own forecasts with flexible forecast adjustments.  Reps now have the power to make adjustments to their own forecasts without changing the underlying opportunity value.  Sales managers can save time by adjusting the rolled-up forecast number instead of each individual forecast number for every rep.  Flexibility to adjust forecasts based on specific situations.  Administrators can allow all forecast users, including both sales reps and managers, to adjust their own forecast amounts. What are the Enhancements to Collaborative Forecasts? (cont.)
  74. 74. With the Spring ’15 release, Sales Path streamlines the sales process by keeping reps focused on what they need to do to push their deals forward. Visualize stages in the sales process and surface key fields and relevant content based on the stage of the deal. What are the Enhancements to Sales Path? NOTE: Only available in Salesforce1.
  75. 75. At the beginning of the sales process, there can be a lot of information to capture, which can be overwhelming for reps! Sales Path makes it easy for reps to capture the right information at the right time by surfacing key fields based on the deal stage. Sales reps have a lot of resources out there, but it can be hard to provide them with the right tools at the right time. Sales Path helps reps focus on what they need to do at each stage. Provide best practices, links to chatter groups & files, and other relevant resources to help them succeed in moving the deal forward. Onboarding new sales reps can be challenging. They need to learn the ins & outs of the sales process, when to advance the stage, what fields to populate & when, and need help finding the right sales materials. Sales Path accelerates the onboarding process by helping reps visualize where they are in the sales process and surfacing key fields and relevant sales content based on the opportunity stage. Capture key deal info at every stage Relevant content when you need it Quickly onboard new reps What are the Enhancements to Sales Path? (cont.)
  76. 76. Sales Path Set Up for Admins What are the Enhancements to Sales Path? (cont.) New node in Set Up Enable Sales Path for the org Create a new Sales Path
  77. 77. Select an Opportunity Record Type Activate Sales Path on Finish Using Sales Path Step 1: Sales Path Name & Record Type What are the Enhancements to Sales Path? (cont.)
  78. 78. Admin can add Rich Text,* such as best practices, things to consider, links to files or groups Opportunity Stages for the selected Record Type are automatically added Admin can add Opportunity Fields* that should appear for that stage NOTE*: You can select up to 5 fields and 1000 characters of text (including markup) per stage. Using Sales Path, Step 2: Add Fields & Rich Text What are the Enhancements to Sales Path? (cont.)
  79. 79. That’s it! Sales Path will now automatically appear on the Opportunity Page Layout in Salesforce1. Using Sales Path, Step 3: Finish What are the Enhancements to Sales Path? (cont.)
  80. 80. Visualize the sales process Surface key fields per stage Rich text for guidance Select “Mark Stage as Complete” to advance the stage Sales Path in Salesforce1 What are the Enhancements to Sales Path? (cont.)
  81. 81. Add up to 5 fields that should appear when the rep is in that stage Quickly edit key fields without editing full Opportunity Sales Path in Salesforce1–Edit Fields What are the Enhancements to Sales Path? (cont.)
  82. 82. Add up to 5 fields that should appear when the rep is in that stage Peek ahead to see relevant fields and guidance for future stages Select “Mark as Current Stage” to update the stage Sales Path in Salesforce1–Peek Ahead What are the Enhancements to Sales Path? (cont.)
  83. 83. Select the Closed Stage Sales Path in Salesforce1–Close Opportunity What are the Enhancements to Sales Path? (cont.)
  84. 84. Keep the contacts and events in your users’ Exchange- based email systems in sync with contacts and events in Salesforce, without requiring your users to install and maintain software on their workstations. What are the Enhancements to Exchange Sync?
  85. 85. How it works: Server-to-Server What are the Enhancements to Exchange Sync? (cont.)
  86. 86. Feature overview: Server- based sync engine benefits  Server-to-Server sync — runs in the background, always working  Any device — Windows, Mac, iOS, Android  Easy on IT — nothing to install, central management What are the Enhancements to Exchange Sync? (cont.)
  87. 87. Exchange Sync Configurations: Set up sync directions, behaviors, and filters for different user populations. What are the Enhancements to Exchange Sync? (cont.)
  88. 88. Exchange Sync Status Admin Setup allows overview of org-wide and user-specific sync status. What are the Enhancements to Exchange Sync? (cont.)
  89. 89.  Sales Manager wants a record in Salesforce of Sales Reps’ customer meetings (events)  Meeting Scheduler wants to set up events in Salesforce and have them appear in Sales Reps’ Outlook  Sales Rep needs customer contact info available outside of Salesforce  IT Professional needs to enable a sync technology for a diverse set of devices and OSs Sample Use Cases
  90. 90.  Duplicate Warning & Blocking has been a top request on the Idea Exchange for many years now. Gartner says the #1 reason for failed CRM implementations is bad data. CRM customers expect a warning or blocking of duplicate creation, based on matching logic that they can configure. This can increase efficiency for your teams, improve overall data quality, and improve accuracy in forecasting.  Duplicate & Matching Rules: Administrators can configure matching rules for what constitutes a duplicate and duplicate rules for what Salesforce.com should do when a duplicate is found; these options include blocking, alerting, and reporting.  Duplicate Alerts: End users in sales, marketing, and operations will be alerted if they are creating a duplicate, whether working in the traditional Salesforce desktop UI or in Salesforce1. Matching records are presented to the user so they can work with an existing record instead of creating a duplicate. What are the Enhancements to Duplicate Management?
  91. 91. Does your sales operations team sometimes feel they’ve got a second full-time job managing data quality? With the duplicate insertion problem under control, sales operations can spend less time on data stewardship and more time on their real jobs. Does it frustrate your sales team to have to hunt through CRM to make sure a record doesn’t already exist before creating a new one? Do they even bother? Duplicate alerts save time by notifying your users of existing records when and where they’re creating new ones. You’re doing business with one company but you wouldn’t know it because your team is logging opportunities to duplicate accounts all over your CRM. Sales management can have greater confidence in forecasts knowing there aren’t two or three of every account or contact appearing in their reports. Better Data Quality Greater Forecast Accuracy Increased Efficiency What are the Enhancements to Duplicate Management? (cont.)
  92. 92. What are the Enhancements to Duplicate Management? (cont.) Cross-object duplicate rules
  93. 93. What are the Enhancements to Duplicate Management? (cont.) Support for custom objects
  94. 94. What are the Enhancements to Duplicate Management? (cont.) Match rules support picklists
  95. 95. What are the Enhancements to Duplicate Management? (cont.) Field mapping
  96. 96. Summary: Improvements in GA (since the beta) Theme Enhancements Cross-object duplicate rules  Can now create duplicate rules that compare records of different object types (lead to contact, lead to account, …)  Duplicates are highlighted in desktop and S1 mobile user interface Custom objects  Improved standard match rules are now available in all beta orgs  Custom rules now include fuzzy matching options  Match rules now support lookup fields (i.e., “company name” on contacts)  Improved performance for batch processing Field mapping  Duplicate report action flags records as dupes when they’re inserted  Duplicate record sets store groups of duplicates in Salesforce  Available to UI, API, and custom report types via user profiles Lead convert  All rule setup is now consolidated in one place, under Data.com Administration  Help and training content available throughout the application  Error logging for failed match requests is now available in setup
  97. 97. Recurring Salesforce tasks now sync to Outlook. Recurring tasks updated in Outlook don’t sync back to Salesforce. The side panel now matches addresses from Outlook email recipients on all email fields from Salesforce contacts and leads—even custom email fields. Sales users are more likely to find Salesforce records related to people included on Outlook emails. Admins can now indicate whether emails added to person accounts are done so as contacts or accounts. Helps admins preserve business logic by ensuring emails added to Salesforce records occur the way admins expect. Sync Recurring Tasks Contacts and Leads in the Side Panel Add emails to person accounts What are the Enhancements to Salesforce for Outlook? When enabled, sales users can add an email to multiple accounts, opportunities, cases, or custom objects. In Salesforce, the email is saved in as many tasks as there are associations. Add emails to multiple records that accept tasks
  98. 98. Sync recurring Salesforce tasks to Outlook. What are the Enhancements to Salesforce for Outlook? (cont.) Here’s a daily recurring task series in the Salesforce list view showing tasks due this month.
  99. 99. Sync recurring Salesforce tasks to Outlook. What are the Enhancements to Salesforce for Outlook? (cont.) Here’s the same recurring task in Outlook, in the view showing tasks due today and tomorrow. We don’t support adding Outlook recurring tasks to Salesforce records.
  100. 100. Find more contacts and leads in the side panel. What are the Enhancements to Salesforce for Outlook? (cont.) Here are the email addresses for Steve. The side panel displays contact details regardless of whether the contact sends an email from their corporate or personal email address.
  101. 101. Add emails to person accounts. What are the enhancements to Salesforce for Outlook? (cont.) According to settings in the Outlook configuration, adding an Outlook email to a Person Account is done as either:  An account, appearing in the Salesforce task’s Related To field.  A contact, appearing in the Salesforce task’s Name field. The task fields for Related To and Name.
  102. 102. Add emails to multiple Salesforce records that accept tasks (besides contacts). What are the Enhancements to Salesforce for Outlook? (cont.) We create one task for each association in Salesforce. Add an Outlook email to multiple accounts using the side panel.
  103. 103. Productivity Use the Salesforce App for Outlook to view Salesforce records related to an email. Easily create new Contacts in Salesforce without leaving Outlook. Reach Available wherever modern Outlook apps work: - OWA in browsers (Chrome, IE11, Firefox, Safari) - OWA on Windows (*) / iOS / Android mobile devices - Outlook 2013 (Windows) - Outlook for Mac (*) (*) Summer ’15, subject to Safe Harbor. No Software Exchange 2013 server admins get the app from the MS Office store, with no software to install or upgrade. Configured in Exchange 2013 (on-prem or hosted) and administered in Salesforce to become available to all sales users. Salesforce App for Outlook - Open Beta in Spring ‘15 What are the Enhancements to Salesforce for Outlook? (cont.)
  104. 104. Key Capabilities Automatically displays Salesforce records related to an email including: - People i.e. Salesforce Users, Contacts, and Leads - Accounts - Opportunities - Cases See records about contacts included in the email, such as Accounts, Opportunities, Cases One-click launch from an email Create new contact when not already found in Salesforce What are the Enhancements to Salesforce for Outlook? (cont.)
  105. 105. Release Type Edition(s) License Requires Add-on (e.g. Sales Console) IdeaExchange Spring ‘15 Open Beta EE, UE, PxE Sales Cloud, Salesforce Platform No Summer ‘15 GA PE, EE, UE, PxE Sales Cloud, Salesforce Platform No Editions and Availability What are the Enhancements to Salesforce for Outlook? (cont.)
  106. 106. Additional Resources  Google Search: Salesforce for Outlook Release Notes  Google Search: Salesforce for Outlook System Requirements  Success Community Group: Official: Salesforce for Outlook  Quick Start guide: bit.ly/SFOqs (case-sensitive) What are the Enhancements to Salesforce for Outlook? (cont.)
  107. 107. Thank you

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