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Spring '17 Release Preview

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The Spring '17 release empowers everyone to be their best with amazing new innovation for Einstein and
Lightning built right into the Customer Success Platform.

With over 300 new features, and 94,000 retired IdeaExchange points, the Spring '17 release is truly jam-packed with innovation.

Blaze new trails to your customers with the Spring '17 release.

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Spring '17 Release Preview

  1. 1. Spring ’17 Release Preview Blaze a Trail to Your Customers
  2. 2. Spring ’17 Release Preview Jan. 10th, 2017 Blaze a trail to your customers The Spring '17 Release empowers everyone to be their best with amazing new innovation for Einstein and Lightning built right into the Customer Success Platform. For sales professionals, Einstein saves reps time by guiding sales and automatically logging events, 220+ new Lightning features help reps sell faster, and Quip provides a new level of productivity with conversational documents — available right in the Lightning platform. For service professionals, Spring '17 helps agents close cases faster with Lightning Console, Knowledge, and Case Management. Agents can deliver conversational service through messaging platforms like Facebook Messenger, or SMS, and with the Field Service Lightning mobile app they can deliver support from anywhere — online or off. For marketers, the world’s leading Data Management platform, Krux, powers more personalized targeting at scale. And with the redesigned Marketing Cloud mobile app, marketers can move Lightning fast while they're on-the-go.
  3. 3. Spring Release Top Features Sales Cloud Service Cloud Marketing Cloud App Cloud Commerce Cloud Community Cloud Analytics Cloud Quip Financial Services Cloud Automated Activity Capture Sales Console (Beta) Forecasting in Lightning More Kanban & Path Account & Campaign Hierarchies Salesforce LiveMessage Lightning Experience for Service (Beta) Field Service Lightning iOS Mobile App Parts, Inventory, and Van Stock Omni-Channel Supervisor Krux Data Management Platform (DMP) Marketing Cloud Connect with Lightning Data Sync Marketing Cloud Mobile App with Lightning UI Social Studio Support for Facebook Reviews Reusable Code Snippets in Email Lightning Readiness Check Lightning List Inline Edit Record Type and Profile Assignment for Lightning Pages Lightning Global Actions Cross-Org Connector with Write Support Mobile-First SiteGenesis (Beta) Commerce Insights Facebook Dynamic Ads (Beta) Endless Aisle Customer Service Center Audience Targeting for Pages and Groups Google Analytics for Self-Service CPQ and Wave for Lightning Partner Community Personalized Chatter Streams Direct Messages Bulk Actions Data Designer with Connectors Smart Data Discovery Smart App Wizards Analytics Home Salesforce Sign-on for Quip Quip Salesforce Component Live Salesforce Data in Quip Team Spreadsheets Quip Folders Client Relationship Mapping Alerts and Cases on Client Profiles Health Cloud Wave for Health Cloud: Risk Stratification Lead to Patient Conversion Advanced Patient Segmentation
  4. 4. Automated Activity Capture Sales Console (Beta) Forecasting in Lightning More Kanban and Path Account and Campaign Hierarchies See every customer communication in Salesforce All of your sales tools, all in one place Collaborative Forecasting, now in Lightning The power of the Lightning platform, extended See your accounts and campaigns in the right context Eliminate manual data entry and automatically log every email and event with Automated Activity Capture from Salesforce Inbox. Powered by Einstein, Automated Activity Capture saves your sales reps hours of time and effort, and ensures data quality and consistency. See all of your customer interactions easily, and in one place, in Salesforce. Click here to learn more. Help your sales reps and inside sales teams sell more productively and efficiently by putting all of the sales tools they use every day on one screen. Make the best use of the real estate with the Sales Console, the most productive extension for Sales Cloud Lightning. Click here to learn more. It's the Collaborative Forecasting sales teams know and love, now in Lightning. Adjust expected pipeline categories and see those numbers roll up the sales hierarchy automatically, so the entire team is always on the same page. Plus, easily add in commentary to those adjustments, so everyone is aware of what to expect and why. Click here to learn more. Manage your team processes — sales or otherwise — easier than ever with Kanban now available everywhere. Get drag-and-drop actions, and move stages with just a click of a button. Plus, get Path process guidance on custom objects. Whether you're advancing a lead or changing the stage of a custom project, now any team can work faster in Lightning. Click here to learn more about Kanban. Click here to learn more about Path. Monitor the health of your related campaigns better with Spring '17. Associate campaigns with one another so you can group campaigns within a specific marketing program or initiative. Better understand how your accounts are related to each other with visual account hierarchies now available in Lightning. Click here to learn more. Sales Cloud Top Features
  5. 5. Salesforce LiveMessage Lightning Experience for Service (Beta) Field Service Lightning iOS Mobile App Parts, Inventory, and Van Stock Omni-Channel Supervisor Deliver conversational service on the leading messaging apps Service Console, Case Feed, Knowledge, Set Up, and Trial are now in Lightning Offline-first app for your mobile workforce Easily track and manage product inventory for every job Monitor real-time operational intelligence for your contact center Make service communication personal by unlocking the messaging channel in your contact center. Connect deeply with customers using two-way conversational support on the most popular messaging apps including SMS, international SMS, and Facebook Messenger. Click here to learn more. Lightning Experience for Service delivers the best of Lightning for your support team -- right out-of- the-box. This release includes the Lightning Console app, pre- configured for service, with the most popular Lightning components like Workspaces, Case Feed and Knowledge. And you can get your service team up and running faster than ever before with easy set up walk- throughs for email, Twitter and Facebook! Click here to learn more. Connect your entire mobile workforce with instant updates, knowledge on-the-go, and capabilities for updating work orders and job statuses from anywhere. Built primarily for offline use, our Field Service Lightning iOS Mobile App is a native Salesforce app that's easy to customize and brand for your organization. Click here to learn more. Manage inventory levels across company locations with Field Service Lightning. Track locations, the availability of parts and van stock, then record which parts are used to complete work orders. Easily find needed parts by monitoring and tracking inventory transfers across locations. Click here to learn more. Omni-Supervisor delivers real-time operational intelligence to allow contact centers to work smarter. Empower supervisors with automatic, live updates on agents, work, and queues — even drill down to see performance on specific agents or queues. Click here to learn more. Service Cloud Top Features
  6. 6. Krux Data Management Platform Marketing Cloud Connect ​with Lightning Data Sync Marketing Cloud Mobile App with Lightning UI Social Studio Support for Facebook Reviews Reuseable Code Snippets in Email The world's leading DMP is now a part of Salesforce Marketing Cloud Now it’s even easier to access all your customer data The Lightning user experience is now available for both Android and iOS Actively manage your brand's reputation on Facebook Create emails even faster by reusing code snippets Salesforce has acquired Krux, the leading data management platform (DMP) according to Forrester. Krux extends the Salesforce Marketing Cloud’s audience segmentation and targeting capabilities to power consumer marketing with even more precision, at scale. Click here to learn more. Synchronize all of your Salesforce CRM data to Marketing Cloud more easily with the new and improved Lightning user experience and our Synchronized Data feature. Enhancements include a simplified dashboard with an easy point-and-click experience, consolidated actions, and improved navigation. Click here to learn more. The Marketing Cloud Mobile App now has a fresh Lightning user experience — consistent with other Salesforce mobile apps, available on both iOS and Android — and includes a new home dashboard to better track performance. Android users will now be able to track performance and take actions on their scheduled, in progress, and completed emails as well as their automations. Click here to learn more. Now you can actively manage your local Facebook page reputation through Social Studio. View and reply to the Facebook reviews left on your local pages. Quickly filter by scores to more easily focus on the reviews you are interested in. Click here to learn more. Send out even more sophisticated emails quickly and easily with Reusable Code Snippets in Email, reusing your existing code across multiple emails. With the flexibility of HTML coding or the simplicity of a drag-and-drop WYSIWYG editor, Marketing Cloud lets your team create great personalized emails, from simple all the way to sophisticated. Click here to learn more. Marketing Cloud Top Features
  7. 7. Lightning Readiness Check Lightning List Inline Edit Record Type and Profile Assignment for Lightning Pages Lightning Global Actions Cross-Org Connector with Write Support Easily assess your org's readiness to Lightning Experience Save time by editing records from list views Gain control of access to record types and tailor experiences for your end users Quickly and easily create new records without leaving your existing environment Experience a consolidated view across multiple orgs Supercharge your org with the Lightning Experience — assess your organization's readiness and determine which users are ready to migrate and what you to need to consider as you proceed with Lightning migration. Click here to learn more. Get your work done faster. You can now edit record values from a List View in Lightning Experience. Click here to learn more. Now you can assign custom record pages that map to a specific app, record type, and profile combination via the Lightning App Builder. Click here to learn more. Take more actions from the Global Actions menu in Lightning Experience. Now users can quickly create records anywhere in the application and access custom Lightning, Visualforce, and Canvas actions. Click here to learn more. Get a new consolidated view across multiple business units. Salesforce Connect now supports full read and write support for data sharing across Salesforce orgs. Click here to learn more. App Cloud Top Features
  8. 8. Mobile-First SiteGenesis (Beta) Commerce Insights Facebook Dynamic Ads (Beta) Endless Aisle Customer Service Center Delight shoppers with experiences designed for the mobile web Let Einstein help power your merchandizing decisions Leverage Facebook to drive conversion Connect with international customers with enhanced, tablet-based selling Power omni-channel with robust tools for customer service agents Increase conversion on mobile devices and deliver seamless shopping experiences for customers with the new mobile-first SiteGenesis. Leverage Commerce Cloud intelligence, built-in one-touch payment options such as Apple Pay, and improved site design. Click here to learn more. Power smarter shopper experiences using customer and product data with Commerce Insights, powered by Einstein. Capture shopping, order, and product data with Insights to visualize what customers are purchasing in order to display other products that are most commonly purchased together. Insights takes the guess work out of merchandizing, so brands can show their customers the best products and deals, every time. Click here to learn more. Extend digital commerce to the social platform by displaying relevant ads to Facebook users across devices with Facebook Dynamic Ads. Brands are able to leverage Commerce Cloud's integration with Facebook to promote products and manage ads through the same control panel they use to manage their site. Click here to learn more. Support international customers through Endless Aisle, a single tablet-based app that supports multiple languages. Make the selling process smoother and easier with Stateless Shop APIs on the back end, and a simplified UI on the front end. Click here to learn more. Look up customer information, create, search and review orders, order on behalf of the customer, and adjust prices without having to go to the storefront thanks to our Customer Service Center, a new capability built on Commerce Cloud Digital Framework. Also, get a shared view of customer data across systems using new Shop APIs. Click here to learn more. Commerce Cloud Top Features
  9. 9. Audience Targeting for Pages and Groups Google Analytics for Self-Service CPQ and Wave for Lightning Partner Community Personalized Chatter Streams Direct Messages Personalize pages based on user profile, location, and record type Track real-time user activity to analyze self-service performance Deliver advanced tools for accurate quoting and improved insights Increase productivity with custom feeds for key deals and people Enable private conversations right in your community Now you can personalize pages and groups using criteria such as profile, location, and/or record type to enable a unique experience for every user and group for specific business needs. Select one or more criteria types to create basic to advanced targeting rules. Easily see who has access to each page or group with a quick at-a-glance summary. Click here to learn more. Access real-time data through Google Analytics to understand the effectiveness of self-service on case deflection. Track search keywords, discussions, and articles most used to deflect cases or before a case is created. Get deeper insights on page-view traffic by leveraging community dimensions such as user ID, user type, and Salesforce objects. Click here to learn more. Help partners create fast and accurate quotes and send customer- ready proposals using Salesforce CPQ. Transform the way partners explore data, find answers, and take action to maximize business performance with Wave. Click here to learn more. Stay organized and up to date on the most important conversations on Chatter. Personalized streams let you create feeds for any record, groups, and/or people and follow them in one stream. Use streams to get the most important updates on key deals and accounts in a single place. Click here to learn more. Empower community managers to have 1-to-1 conversations with members on topics that may be better addressed privately. Start a message thread directly from a post or question in the community, or from a user’s profile or hover card. Direct Messages support file attachments so you can share files with users privately. Click here to learn more. Community Cloud Top Features
  10. 10. Bulk Actions Dataset Designer with Connectors Smart Data Discovery Smart App Wizards Analytics Home Take action on all your action items in one go Design datasets with clicks, not code Smart Data Discovery and Wave. Now together Sales Wave and Service Wave are getting even easier to use Turn dashboards into apps with easily configured navigation Act quickly on multiple records at once with bulk actions. Define any business logic by leveraging Apex and Visualforce, and and simply pass the right data off from Wave, making this approach not only powerful, but entirely flexible. Click here to learn more. Quickly and easily create new datasets and join existing datasets from an intuitive interface. Connect to third-party sources and pull data into Wave in a matter of moments without any code whatsoever. Click here to learn more. Leverage all of the functionality and flexibility of Wave to get an even deeper view into your data with Smart Data Discovery datasets and dashboards. Click here to learn more. Make the creation of an app seamless and enjoyable with the more intelligent wizard in our Sales Wave and Service Wave Apps. By automatically analyzing your data and understanding which fields you use most often, the wizard will choose by default the most appropriate fields for you to use. Click here to learn more. Turn any set of dashboards into an app by generating a custom navigation within your Wave app. Expose the right dashboards to the right users and make Wave even simpler to use. Click here to learn more. Analytics Cloud Top Features
  11. 11. Salesforce Sign-on for Quip Quip Salesforce Component Live Salesforce Data in Quip Team Spreadsheets Quip Folders Enjoy effortless Quip account creation and access Associate Quip living documents with Salesforce records Connect Salesforce data to Quip documents and spreadsheets Get everyone on the same page with embedded and standalone spreadsheets Folders act like tags to work the way your team does Log in to Quip with your trusted Salesforce username and password. Whether you're new to Quip or a long-time user, you can create or access your Quip team site with the Single Sign-On credentials you know and love. Click here to learn more. Find and collaborate on living documents within the context of your business. Teams can link, access, and create Quip documents, spreadsheets, and task lists directly from within Salesforce using the Quip Component (Classic and Lightning). Quickly create task lists within an opportunity record to make sure the team is aligned on the final steps necessary to close the deal. Click here to learn more. Improve collaboration and boost productivity for sales, service, and marketing teams by displaying Salesforce data and account records as “rich mentions” in Quip documents. Rich mentions can update as they change — for example, a Quip living document that serves as the weekly meeting agenda for regional sales team can have the latest data on closed deals and open opportunities. Click here to learn more. Quip's easy-to-use spreadsheets are flexible, support over 400 functions, and include all the data formatting options users expect. Better yet, teams can choose between using standalone spreadsheets and effortlessly embedding them in Quip documents to add context to data. Users can even add checklists to assign tasks and add dropdown lists to help their teams move quickly. Click here to learn more. Spend less time hunting things down by using shared folders that give everyone easy access to their collaborative docs and spreadsheets. Flexible folder structure and color options work the way you do. And manage permissions at the folder level, ranging from private to full access. Salesforce Connect now supports full read and write support for data sharing across Salesforce orgs providing a consolidated view across multiple business units. Click here to learn more. Quip Top Features
  12. 12. Top FeaturesIndustries Financial Services Cloud Health Cloud Client Relationship Mapping Alerts and Cases on Client Profiles Wave for Health Cloud: Risk Stratification Lead to Patient Conversion Advanced Patient Segmentation Capture, manage and visualize client relationships in one easy view Stay on top of client needs with new alerts and cases Get Smarter About Managing Patient Risk Seamless support from Patient Acquisition through Enrollment Precisely Segment and Manage Patient Populations Get the view your clients already assume you have with Client Relationship Mapping. Using Relationship Builder, advisors can easily capture client relationships including connections to business entities and household groups. Then see your client's relationships in a single snapshot and uncover new client opportunities in the visual Relationship Map. Click here to learn more. Get smart about managing pressing client needs with new alerts and cases. Choose from three alert types pushed directly from your core transaction systems and easily snooze, dismiss or take action on an alert. And with Quick Action Cases, you can turn client issues into proactive solutions by instantly creating a case from a client’s account page. Click here to learn more. Easily identify patients with the highest risk -- automatically calculate scores based on the CMS HCC model combined with other demographics in customizable Wave dashboards to provide targeted preventative care to the patients who need it the most. Click here to learn more. Enroll patients faster and save valuable conversion time -- easily convert leads to patients with Sales Cloud, Service Cloud, or an EHR in Health Cloud. Click here to learn more. Easily create targeted patient lists based on advanced rules using any clinical and non-clinical data in Health Cloud. Go beyond the one- size-fits-all approach to reach specific groups of patients and send follow up reminders, surveys or educational material to multiple patients at once. Click here to learn more.
  13. 13. Top FeaturesCloud Services Success Plan Apps Premier Accelerators Premier Certification Prep Signature Success Strategic Projects: design-and-build engagements Exclusive apps to drive Salesforce productivity & business value Accelerators are now available to all Premier customers Get certified and make your training & experience count Achieve optimal performance with Signature’s personalized support Implement Cutting Edge Salesforce Technology Solutions Help customers adopt key features, streamline support cases, and maximize your productivity to get the most out of Salesforce with Success Plan apps. They're exclusive to Premier and Signature Success customers and are developed, supported and maintained by Salesforce. Click here to learn more. Accelerators are 1-to-1 engagements with Salesforce experts and are now available to all Premier customers. Premier points are no longer required, and the Accelerator portfolio has been expanded, so we are making it even easier for you to take advantage of this high-value Premier feature. Click here to learn more. Premier has expanded its training resources with online courses, certification preparation videos and practice exams for the new App Builder and Platform Developer I certifications. Also available are certification prep videos for Pardot and Commerce Cloud, and additional online courses in Japanese. Click here to learn more. Signature Success now offers additional features and coverage, including predictive intelligence to preempt performance issues, ISV support to help resolve issues with 3rd party vendors faster, and support for Salesforce Commerce Cloud customers. Learn more about ISV Support w/ Signature Support Learn more about Predictive Intelligence w/ Signature Success Learn more about Signature Success for Commerce Cloud Innovation is an iterative and continually evolving process. Strategic Projects puts you at the center of this process and bridges the gap between Salesforce innovation and your business needs. We work with you to envision and build the right solutions for today and into the future. Click here to learn more.
  14. 14. Visit the Release Site Read the Release Notes Join the Release Community See the new features come to life by watching Salesforce product marketers demo their favorite features in the Spring ’17 Release. Click Here. Learn about all the new and improved Salesforce features in the Spring ’17 Release. Click Here. Get the latest release information, answers to your questions, and interactive product discussions — all in one place. Click Here. 1 2 3 Spring ’17 is Here!
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