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Summer' 15 Release Preview

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The Summer ’15 Release Preview is a simple 10 page summary that highlights our favorite features for the Summer ’15 release. Now, you can now gain powerful insights about your business and then instantly take action, so you can connect with your customers, employees, and partners like never before. Harness the power of the Customer Success Platform to get the insights you need to move your business faster.

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Summer' 15 Release Preview

  1. 1. Summer ’15 Release Preview Instantly turn insights into action with the Customer Success Platform With the Summer ’15 release, gain powerful insights about your business and then instantly take action, so you can connect with your customers, employees, and partners like never before. Harness the power of the Customer Success Platform to get the insights you need to move your business faster. 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. April 23, 2015
  2. 2. Analytics Cloud Sales Cloud Service Cloud Salesforce1 Platform Marketing Cloud Community Cloud Analytics Cloud for Apple Watch Wave Mobile Connector Wave Mobile Dashboard Designer Wave Links Wave REST API Sales Cloud Engage Data.com Prospecting Insights Partner Report Management Cumulative Forecast Rollups Salesforce App for Outlook & Exchange Sync Omni-Channel SOS Bulk Macros Live Agent Chat Conferencing Community Case Feed Platform Encryption Lightning App Builder Lightning Components Lightning Connect Salesforce Connector Heroku Enterprise Dynamic Send Preview for Marketing Cloud Connector Triggered Sends for Marketing Cloud Connector Trust for Marketing Cloud Social Listening/Customer Care in Social Studio Active Audiences for Facebook & Twitter Advertising Files Connect for Salesforce1 Files Connect for Google Drive Custom Recommendations Edit Feed Post Chatter Group Notifications in Salesforce1 Summer ’15 Favorite Features 225+ New Features
  3. 3. Analytics Cloud for Apple Watch Wave Mobile Connector Wave Mobile Dashboard Designer Wave Links Wave REST API Gain incredible insights with just a glance Import data sets on the fly Build dashboards from your phone Interact seamlessly between the Wave and the S1 Mobile App Tap into the power of the underlying Wave Platform Empower anyone in your business to access the most relevant, and timely business data - instantly from their wrist. Now, you can just swipe to review your key metrics, tap to explore dashboards, or use Voice Search to surface vital information when on the move. Target User: All Users How to Enable: Auto-Enabled Product: Analytics Cloud Click here to learn more. With a single tap, you will now be able to import raw data files, such as a CSV file, into the Wave mobile app, transforming data into interactive visualizations that can be explored instantly—directly on your phone. Target User: All Users How to Enable: Auto-Enabled Product: Analytics Cloud Click here to learn more. Now you will be able to create an entire analytics dashboard using any data source—directly from your phone. With just a few taps, a data set will be transformed into a variety of interconnected charts and graphs, each woven together so they dynamically change as you interact with them. Target User: All Users How to Enable: Auto-Enabled Product: Analytics Cloud Click here to learn more. The Salesforce1 Mobile App—or any custom or partner app built on the Salesforce1 Platform—will be able to connect directly to specific data sets, charts or dashboards in the Wave mobile app. Now, it is easier than ever for you to run your business from your phone. Target User: All Users How to Enable: Auto-Enabled Product: Analytics Cloud Click here to learn more. Partners, developers and customers alike can now tap into the power of the underlying Wave Platform, through the REST API. From sending queries, to accessing datasets - leverage the Wave platform capabilities just like Salesforce has for the Wave mobile app and browser user interface. Target User: Partners, Developers How to Enable: Contact Salesforce Product: Analytics Cloud (Pilot) Click here to learn more. Understand your customers in a whole new way Analytics Cloud Favorite Features
  4. 4. Sales Cloud Engage Data.com Prospecting Insights Partner Report Management Cumulative Forecast Rollups Salesforce App for Outlook & Exchange Sync Accelerate sales by turning your reps into their own marketers Start a smarter conversation with Data.com insights Enable your partners to create their own reports to sell smarter Gain greater clarity around what deals you can expect to close Seamlessly connect Salesforce with Office 365 Sales Cloud Engage unites the power of Salesforce1 Sales Cloud and Pardot marketing automation into a new solution that empowers sales reps to connect with customers in entirely new ways. Detailed activity tracking and tailored Sales Campaigns allow sales reps to advance customers through the sales process faster - all from their mobile device or CRM. Target User: Sales Reps How to Enable: Contact Salesforce Product: Pardot.com Click here to learn more. Data.com Prospecting Insights makes it quick and easy for a rep to get up-to-speed on the latest trends in their prospect’s industry. Call preparation questions crafted by industry experts help guide reps' discovery. Information about industry opportunities deepen the reps' understanding of the customers, like never before. Target User: Sales Reps How to Enable: Admin-Enabled Product: Data.com Click here to learn more. Customers using a Channel Sales community can now give their partners the ability to create and manage their own reports. Partners can leverage the report insights to encourage community adoption and drive stronger channel sales. Target User: Sales Ops, Sales Managers, Channel Sales How to Enable: Admin-Enabled Product: Sales Cloud Click here to learn more. Cumulative Forecast Rollups give sales managers real-time views of the actual sales numbers that they are going to bring in for the month or quarter. By setting the forecast columns to show the cumulative amounts from the opportunities in the named category as well as the subsequent categories in your pipeline, you can forecast more accurately. Target User: Sales Managers, Sales Ops How to Enable: Contact Salesforce Product: Sales Cloud (Pilot) Click here to learn more. With Salesforce in Office 365, see your contacts' business details in context while reading your emails. Be more efficient by creating new records directly in Salesforce without leaving your workspace. Also, seamlessly keep all your information synchronized between Salesforce and your Exchange server. Target User: Sales Reps How to Enable: Admin-Enabled Product: Salesforce for Microsoft (Beta) Click here to learn more. Sell in a whole new waySales Cloud Favorite Features
  5. 5. Omni-Channel SOS Bulk Macros Live Agent Chat Conferencing Community Case Feed Deliver smarter service by pushing the right cases to the right agents, at the right time Embed support into every mobile app for instant, live, in-app guidance Ensure no question goes unanswered in your community Solve cases faster by leveraging multiple agents in one chat session Go beyond plain text to dynamically interact with your customers With Omni-Channel, companies can dynamically push work to the right agents based on skill set and case history. They can control which cases their agents take and in what priority, and they have the ability to identify which agents are available, capable, and have capacity to handle incoming work. Target User: Support Managers, Agents How to Enable: Admin-Enabled Product: Service Cloud Click here to learn more. SOS allows companies to embed a help button in any mobile app. In one click, customers are connected to an agent via one-way video chat and two-way audio. Agents can provide in- app guidance and personalized support from anywhere. Agents can access cases from all channels and gain a 360 view of the customer right from the Console. Target User: Customers How to Enable: Contact Salesforce Product: Service Cloud Click here to learn more. Macros are quick shortcuts that allow agents to perform multiple actions in one click, improving productivity. Users can now execute Macros on multiple records at once from a list view. In this release, we support Macros that only contain Quick Actions and Email instructions. Target User: Support Managers, How to Enable: Auto-Enabled Product: Service Cloud Click here to learn more. With Chat Conferencing, agents are able to swarm complex issues by pulling other agents into their chat sessions. The visitor gains access to multiple experts at once, and agents can leverage real-time collaboration to expedite case resolution time. Target User: Agents How to Enable: Admin-Enabled Product: Service Cloud Click here to learn more. Agents and customers can now view all interactions on a case, regardless of channel, in one chronological feed. Agents can save time by communicating with customers in a community via the same case feed used to collaborate on a case internally. And, we've woven in the collaboration tools of Chatter to help agents streamline interactions with customers. Target User: Agents, Customers How to Enable: Admin-Enabled Product: Service Cloud Click here to learn more. Service in a whole new wayService Cloud Favorite Features
  6. 6. Platform Encryption Lightning App Builder Lightning Components Lightning Connect Salesforce Connector Heroku Enterprise Natively encrypt data in rest Easily build custom apps for any device Create mobile apps and pages faster than ever Connect data across multiple Salesforce orgs in real time Build engaging customer facing apps with enterprise-grade control Platform Encryption lets customers encrypt sensitive data on the Salesforce1 Platform including standard objects, custom objects, and attachments. With strong standard-based encryption built natively into the Salesforce1 Platform, customers can now quickly and easily set up encryption and continue to use Salesforce functions such as global search, validation rules, and lookups. Target User: Admins, IT How to Enable: Contact Salesforce Product: Salesforce1 Platform Click here to learn more. Lightning App Builder allows anyone to build apps that run on desktops, mobile devices, tablets, and wearables. Using a drag-and- drop library of easily configurable components, declarative developers and admins can visually build apps on a canvas before deploying them instantly. Target User: Admins How to Enable: Auto-Enabled Product: Salesforce1 Platform Click here to learn more. Extend the power of the Lightning App Builder with Lightning Components. Lightning Components are customizable, responsive building blocks that can be reused across apps and pages. Easily use components from Salesforce, build your own components, or get pre-built Components from Salesforce partners on the AppExchange. Target User: Admins, Partners, Developers How to Enable: Admin-Enabled Product: Salesforce1 Platform Click here to learn more. Lightning Connect Salesforce Connector allows you to connect your data across Salesforce orgs so you can have a complete view of your business. Now you can access accurate data in real time without copying data. And, you can quickly setup the data connection in just minutes, with point and click tools. Target User: Admins, IT How to Enable: Contact Salesforce Product: Salesforce1 Platform (comes with Lightning Connect) Click here to learn more. Heroku Enterprise gives development teams collaboration functionality, control features and the enterprise- grade support they need to build engaging customer-facing apps at production scale. Create rich pixel- perfect apps with open source languages like Node, Ruby, and Java that easily connect into your Salesforce business processes. Target User: Developers, IT How to Enable: Contact Heroku or Salesforce Product: Heroku Click here to learn more. Engage customers with appsSalesforce1 Platform Favorite Features
  7. 7. Dynamic Send Preview for Marketing Cloud Connector Triggered Sends for Marketing Cloud Connector Trust for Marketing Cloud Social Listening/ Customer Care in Social Studio Active Audiences for Facebook & Twitter Advertising Easily preview dynamic and personalized emails directly from Sales Cloud and Service Cloud Easily send automated emails directly from Sales Cloud and Service Cloud Deliver even better customer experiences Build deeper connections with your social customers Advertise based on a single view of your customer Marketing Cloud Connector allows customers to send Marketing Cloud emails to a Salesforce Contact, Lead, or Person account records. The new Dynamic Send Preview feature enables Marketing Cloud Connector users to preview emails with dynamic personalized content before the email is sent, directly from within the Sales Cloud and/or Service Cloud. Target User: Admins, Sales, Marketing How to Enable: Admin-Enabled Product: Marketing Cloud Click here to learn more. Leverage the power of Triggered Sends for Marketing Cloud Connector to send your customers engaging emails. You can now send welcome emails to new customers, confirmation of purchase emails, and email list opt-in confirmation messages - all automatically. Target User: Admins, Sales, Marketing How to Enable: Admin-Enabled Product: Marketing Cloud Click here to learn more. Marketing Cloud strives to be your most trusted marketing platform by prioritizing quality and increased security. With the Marketing Cloud's focus on Trust, you can expect to see increased security measures, better overall experience, and a continued focus on customer success. Target User: All Marketing Cloud Users Product: Marketing Cloud It all starts with listening. Now you can keep your marketing content relevant with real-time market intelligence and analyze brand conversations on your social properties. You can engage with customers and prospects on their journey with your brand, taking it all on the go with the Social Studio mobile app. Also, you can now execute social care strategies to help increase customer satisfaction with Service Cloud. Target User: Marketers, Community Managers, Customer Service How to Enable: Contact Salesforce Product: Marketing Cloud Click here to learn more. With Active Audiences, marketers can now target customers with engaging ads, by creating detailed segments directly from the Marketing Cloud. Also, with seamless integration with Facebook and Twitter, marketers can support their customer journeys in a whole new way. Target User: CBU/EBU Customers How to Enable: Contact Salesforce Product: Marketing Cloud Click here to learn more. Market in a whole new wayMarketing Cloud Favorite Features
  8. 8. Files Connect in Salesforce1 Files Connect for Google Drive Custom Recommendations Edit Feed Post Chatter Group Notifications in Salesforce1 Access SharePoint and OneDrive files when you are on the go Seamless access to Google Drive files, anywhere Easily highlight and recommend content to community members Easily edit feed posts after they have been posted Never miss a post from your most important groups Now Salesforce Files Connect for SharePoint and OneDrive is available in the Salesforce1 Mobile App. Discover, view and share files stored in Microsoft SharePoint or OneDrive from the Salesforce1 Mobile App. Target User: Salesforce1 Mobile App Users How to Enable: Contact Salesforce Product: Community Cloud Click here to learn more. The Summer '15 release adds Google Drive integration to our already successful Microsoft SharePoint and OneDrive integrations. Now any Google Drive file can immediately be connected to Salesforce and accessed via desktop or the Salesforce1 App. Files can now be mobile and social by attaching them to records, sharing them with groups, or by placing them in the feed. Target User: All Users How to Enable: Contact Salesforce Product: Community Cloud Click here to learn more. Drive members to specific groups, files, or actions with custom recommendations. Community managers and admins can create and manage recommendations right within the Community Manager Console. Recommendations can be featured either in the feed or in the new recommendation widget in the community templates. Target User: Community Managers, Community Admins How to Enable: Auto-Enabled Product: Community Cloud Click here to learn more. Ensure your feed posts are accurate and up-to-date with feed post editing. Now any user can edit their own feed posts after they have been posted. Record owners can edit any post on records they own – no matter who created the post. Also, admins can edit posts and manage editing permissions to grant editing rights to specific individuals. Target User: All Users How to Enable: Auto-Enabled Product: Community Cloud Click here to learn more. Now, you won't miss a single post from your most important groups as Chatter Group Notifications are now available in Salesforce1. Simply select "every post" from your group email settings to start receiving those notifications in Salesforce1 today. Target User: All Users How to Enable: Auto-Enabled Product: Community Cloud Click here to learn more. Engage in a whole new wayCommunity Cloud Favorite Features
  9. 9. Visit the Release Site Read the Release Notes Join the Release Community Discover the Admin Quick Wins See the new features come to life by watching Salesforce product marketers demo their favorite features in the Summer ’15 release. Click Here. Learn about all the new and improved Salesforce features in the Summer ’15 release. Click Here. Get the latest release information, answers to your questions, and interactive product discussions — all in one place. Click Here. The Admin Quick Wins Guide highlights 7 features that are quick and easy to turn on. Start enjoying the benefits of the Summer ’15 release, faster. Click Here. 1 2 3 Dive into Summer ’15 4

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