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Spring '15 Release Preview

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The Spring ’15 Release Preview is a simple 10 page summary that highlights the top features for the entire Spring ’15 release and the favorite features per cloud.
Learn how you can connect with your customers anywhere, with the Customer Success Platform. With the new features in the Spring ’15 release, you can now build meaningful connections with your customers, partners, and employees on any device.

Published in: Marketing

Spring '15 Release Preview

  1. 1. Spring ’15 Release Preview Connect with your customers anywhere with the Customer Success Platform With the Spring ’15 release you can now build meaningful connections with your customers, partners, and employees on any device. Leverage the power of the Customer Success Platform to engage with customers in a whole new way. Note: Any unreleased services or features referenced in this or other 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. Dec 19, 2014
  2. 2. Sales Cloud Service Cloud Marketing Cloud Community Cloud Analytics Cloud Salesforce1 Platform Sales Path (Beta) Salesforce Email Connect Duplicate Alerts and Blocking Smart and Simple Console for Service New Listening and Analytics for Social Studio Community Management Console Now Available! Lightning Process Builder Spring ’15 Favorite Features 250+ New Features
  3. 3. Sales Path (Beta) Notes (Beta) Flexible Forecast Adjustments Salesforce Email Connect Duplicate Alerts and Blocking Get tips at every sales stage to push deals forward, faster Seamlessly add notes to every customer interaction Top down, bottom-up adjustments for accurate forecasts Supercharge productivity Improve the quality of your data by preventing duplicate records The new Sales Path helps sales reps advance a prospect through deal stages in the sales cycle by guiding them and recommending sales engagement tools. Any change to a company's sales methodology is automatically reflected in Sales Path so both new and experienced sales reps can stay focused on selling. Target User: Sales Reps How to Enable: Admin-Enabled Sales Cloud is introducing a brand new consumer-like note taking experience, optimized for sales. Sales reps can now quickly capture notes on the go with Salesforce1 — and even create tasks directly from Notes. Users will be able to keep the content private or relate it to multiple Salesforce records and keep their team informed. Target User: Sales Reps How to Enable: Contact Salesforce Collaborative Forecasts continues to get better. Reps now have the power to make adjustments to their own forecasts without changing the underlying opportunity value. And sales managers can save time by adjusting the rolled up forecast number instead of each individual forecast number for every rep. Target User: Sales Reps, Sales Managers How to Enable: Admin-Enabled Bring the Salesforce experience into Outlook Web App on Mac and Windows-based computers via the browser and on any mobile device. And with Salesforce App for Outlook, keep Contacts and Events in sync. Target User: Sales Reps How to Enable: Admin-Enabled Immediately improve the quality of your CRM data with real-time duplicate alerting, reporting, and blocking. Check for duplicates with new or edited accounts, contacts, leads, and custom objects. Now, it is included for all customers with Sales and Service Cloud Professional Edition and above (powered by technology from Data.com). Target User: Sales Reps How to Enable: Admin-Enabled Sell in a whole new way Check out the Release Notes for the complete list of new features… Sales Cloud Favorite Features
  4. 4. Smart and Simple Console for Service Macros Social Customer Service Starter Pack Question-to-Case Continuous Data Connect Resolve cases faster and improve agent productivity with a smarter console Take action faster with pre-built responses Get Social Customer Service up and running quickly and easily Ensure no question goes unanswered in your community Sync critical data to deliver always-on customer service The Smart and Simple Console for Service is now more intuitive and streamlined. Similar cases are served up to agents, providing insight into how to close the case quickly and save agents time by allowing them to work on multiple cases with the same issue at the same time. The console also features customizable sidebar components, smarter search functionality, and keyboard shortcuts to help reduce clicks. Target User: Support Agents, Console Users How to Enable: Admin-Enabled (Keyboard shortcuts are Auto-Enabled) Macros are pre-built responses that allow users to perform multiple actions in one click, saving agents time and allowing them to respond with consistency and accuracy. Target User: Support Agents, Console Users How to Enable: Admin-Enabled Social Customer Service Starter Pack enables customers to easily and quickly deliver social customer service by connecting Facebook and Twitter accounts directly in Service Cloud without a separate Radian6 contract. Target User: Service Managers How to Enable: Admin-Enabled Easily create a case from any Question in a community to ensure every question gets the right answer. Save time with declarative processes — similar to workflow rules — that automatically create cases from unanswered questions. Without leaving the console, an agent can also easily see the entire conversation in order to answer the question or mark the best answer. Target User: Community Moderators, Service Managers How to Enable: Admin-Enabled Business Continuity delivers an additional level of availability by allowing customers to keep a critical subset of their data synchronized between two separate instances of Salesforce. Target User: Admins, Service Executives How to Enable: Contact Salesforce Service in a whole new wayService Cloud Favorite Features Check out the Release Notes for the complete list of new features…
  5. 5. New Listening and Analytics for Social Studio Content Builder Content Canvas Journey Builder Mobile Activities Email Campaign Member Status in Sales Cloud Understand what's being said about your company, products, and industry on social media Easily create great content that drives engagement Easily store, search, edit, and personalize content — all from one place Connect mobile messaging and apps to customer journeys Understand customer engagement behavior within Sales Cloud Campaigns New Social Studio adds social listening and analytics capabilities to content marketing and engagement — all within a single application. It also extends social data across the Customer Success Platform: Marketers can run social campaigns, engage with customers, and use social insights to drive marketing decisions. Service teams can delight customers with social customer care. Also, sales teams can connect to new customers faster with social lead generation. Target User: Marketers How to Enable: Auto-Enabled With Content Builder’s simple drag-and- drop tools and ability to let users create and edit email content, marketers can easily drive engagement with their customers. Also, marketers can quickly create robust emails without any coding or design experience that render beautifully across all devices, including mobile. Target User: Marketers How to Enable: Admin-Enabled Content Canvas gives users a single place to manage email content with drag-and-drop creation, personalization, and dynamic offers — across the Marketing Cloud. With robust APIs, Content Canvas connects to a user's existing CMS and allows for the creation of customized content blocks, in addition to the built-in smart content blocks. Target User: Marketers How to Enable: Admin-Enabled Marketers can now connect with customers on any device for a truly personalized 1:1 customer journey. Journey Builder users can plan, personalize, and optimize customer interactions with SMS messages created in the MobileConnect app. Also, easily extend customer journeys to apps and connected products to deliver personalized communications based on real time, data-driven triggers. Target User: Marketers How to Enable: Contact Salesforce Now, marketers can define and map events to subscriber status and get a single view of a subscriber (Contact or Lead) at the Campaign level in Sales Cloud. With engagement detail directly within a Campaign, marketers can create Opportunities or other actions, based on their subscriber status and ultimately understand their customer’s engagement behavior. Target User: Marketers How to Enable: Auto-Enabled Market in a whole new wayMarketing Cloud Favorite Features Check out the Release Notes for the complete list of new features…
  6. 6. Community Management Console Community Builder and Templates Feed Actions Salesforce Records in Chatter Groups Files Connect for OneDrive Monitor and manage communities more efficiently Quickly create and deploy highly customized Communities Make your business processes social by taking action in the feed Improve visibility by associating Salesforce records with Chatter groups Easily connect any Microsoft business file directly into Salesforce The new Community Management Console includes Community Analytics, which enables community managers to track community growth and activity. This allows companies to tailor community structure and programs to more effectively drive usage and signups. Also, included is Community Moderation where community managers can quickly and easily review and address all flagged content in one location. Target User: Admins How to Enable: Auto-Enabled Community Builder enables companies to quickly create and deploy customized Communities with minimal time and cost. Community admins can easily change widgets, images, and colors to match their company brand or other design objective. Admins can easily connect service cases to the community, as well as articles from their knowledge library. Communities built with Community Builder are mobile optimized and look great on any screen — from laptop to tablet to smartphone. Target User: Admins How to Enable: Auto-Enabled Feed Actions enable customers to use the community to truly extend business processes. Managers can now create custom actions to support any process in the community, right in the feed, so that customers can quickly submit support cases, partners can be trained on new products, and employees can submit expenses faster than ever. Community managers can also drive members to specific groups, files, or actions with recommendations that are prominently displayed in the feed. Target User: Community Users How to Enable: Auto-Enabled Now, Salesforce records are more integrated with Chatter than ever before. Users can create records in groups and add existing records to groups so that it's easier than ever to find important information. Easily see which groups are talking about a record or see which records are associated with a particular group. Target User: Chatter Users How to Enable: Auto-Enabled The Spring ’15 release adds Microsoft OneDrive for Business integration to our already successful Microsoft SharePoint integration. Now, any Microsoft business file, whether stored on-premise or in the cloud, can immediately be connected to Salesforce. This makes these files immediately mobile and social, enabling them to be attached to records, shared with groups, or placed in the feed. Target User: Community Users How to Enable: Contact Salesforce Engage in a whole new wayCommunity Cloud Favorite Features Check out the Release Notes for the complete list of new features…
  7. 7. Everyone Mobile Platform can easily find insights insight to action open for any data and customer app The Salesforce Analytics Cloud is designed for everyone. Whether you are a business user, analyst, or developer, Analytics Cloud enables you to access any data, get answers to any questions, and act immediately. Now, anyone can access powerful insights and let the data tell a story. Insights are not and should not be restricted to the desktop. With the mobile-first Analytics Cloud, you can explore all types of data from your mobile device. No matter where you are, you can collaborate and share insights with colleagues and know your customers like never before. Native to the cloud and built on the Wave platform, Analytics Cloud makes integration with your Salesforce data, as well as any other data source, simple and seamless. The Wave platform enables you to design custom analytic apps and deploy them to users five times faster than the competition, all while ensuring the highest levels of security and easy administration. Meet the New Analytics Cloud Analytics for the rest of us Understand your customers in a whole new way Analytics Cloud Powered by Wave Check out the Release Notes for the complete list of new features…
  8. 8. Lightning Process Builder Event Monitoring Identity for Customers Lightning Connect AppExchange Store Builder Automate complex processes, improve productivity, and drive business forward Gain complete visibility into the security, performance, and usage of Salesforce Connect with your customers from any device, app, or website Deliver a seamless customer experience across all apps and devices Build your own app ecosystem Lightning Process Builder allows anyone to build enterprise workflows and visually automate complex processes in just a few clicks. From daily activities, such as sending follow-up email reminders, submitting pricing approval requests and assigning tasks, to more complex processes, like employee onboarding, vendor procurement and order fulfillment, Lightning Process Builder helps companies go faster. Target User: Admins How to Enable: Admin-Enabled Event Monitoring gives customers detailed performance, security, and usage data on all their Salesforce apps. Every interaction is accessible via API so customers can connect it to the data visualization app of their choice. Information Security can see who is accessing critical business data when and from where, IT can troubleshoot and optimize performance, and Salesforce admins can assess usage patterns, increasing adoption. Target User: Admins, IT, CISO How to Enable: Contact Salesforce Identity for Customers helps companies turn every customer interaction into an opportunity to grow their business. Create a single customer identity across brands and businesses, capture richer customer profiles, and connect customers in CRM with their online digital personas, all while providing customers with personalized apps and content. Target User: Sales, Marketing, IT How to Enable: Contact Salesforce Lightning Connect helps companies connect legacy data with Salesforce in minutes using point-and-click tools. It accesses data by reference in real time, so data is not copied to Salesforce. Lightning Connect brings the power of the Salesforce1 Platform to external data, helping customers build custom apps, map data to Salesforce objects, and access external data via Salesforce APIs. Target User: Admins, IT, Enterprise Architects How to Enable: Contact Salesforce With AppExchange Store Builder, you can build a completely customized app store to distribute any app, on any device, to partners, customers, or employees using the same technology that powers the #1 business app marketplace — AppExchange. Customize your store with your branding and modify functionality to meet any requirement. Target User: Admins How to Enable: Contact Salesforce Engage customers with appsSalesforce1 Platform Favorite Features Check out the Release Notes for the complete list of new features…
  9. 9. Join the Release Community Read the Spring ’15 Release Notes Watch the Release Videos Get the latest release information, answers to your questions, and interactive product discussions — all in one place. Click Here. Learn about all the new Salesforce features and enhancements of existing features in the Spring ’15 release. Click Here. See the new features come to life by watching Salesforce product marketers demo their favorite features in the Spring ’15 release. Click Here. 1 2 3 Download Salesforce1 Mobile App Start experiencing Salesforce and the new Spring ’15 features on your mobile device. Admins, learn how you can rollout the app to your company at salesforce.com/salesforce1/rolloutguide. Spring into Spring ’15
  10. 10. Salesforce Spring ’15 Release

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