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Winter ’17 Einstein
Release Preview
Lightning is the fastest way to connect with
customers, employees, and partners
Note: ...
Sales Cloud Salesforce
Inbox
Service
Cloud
Marketing
Cloud
App
Cloud
Analytics
Cloud
Community
Cloud
Financial
Services Cl...
​ Digital
​ Digital empowers retailers to transform the
digital consumer experience. With a rich set
of capabilities – inc...
Predictive
Lead Scoring*
Salesforce Engage
in Lightning
Quotes, Contracts, and
Campaign Influence in
Lightning
Kanban on Le...
Activity Intelligence*
Support for
Custom Objects Favorite Objects Record Search
Salesforce Email
Templates
Automatically ...
Lightning Open CTI
Instagram Social
Customer Service
Instagram Hashtag
Monitoring
Advanced Work
Order Management
Field Ser...
Predictive Scoring
Journey Builder
in Lightning
Marketing Cloud
Mobile App
Email Sends
Facebook Advanced
Match for
Adverti...
Connect to your customers in a whole new way
Lightning Navigation
and Customization
Lightning
Mass Actions
Lightning Devel...
Wave for
Sales 2.0
Wave
Dashboard Designer
Trend
in Wave
Wave
on Lightning
Wave
on Android
Actionable analytics for
Sales ...
Themes in Lightning
Communities
Lightning Partner
Communities
Lightning Field Service
in Communities
Chatter
Live Feed Lig...
Lightning Client and
Household Profiles
Wave for
Financial Services Cloud
Care Plan
Templates
Telehealth
for Health Cloud
O...
Signature
Success Plan
New Accelerators for Every
Cloud
Premier
Success Plans
Ensure operational excellence so you can foc...
Visit
the Release Site
Read
the Release Notes
Join
the Release Community
See the new features come to life
by watching Sal...
Winter ’17 Einstein
Release Preview
Note:: Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of ...
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Winter '17 Einstein Release Preview

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Get Smarter and more predictive about your customers with Salesforce Einstein in Winter '17.

In the Winter '17 Release, Salesforce is bringing the power of AI to everyone with Salesforce Einstein. Einstein makes the world's #1 CRM, the world's smartest CRM by adding machine & deep learning, predictive analytics and natural language processing to the Customer Success Platform. Now everyone can discover insights, predict outcomes, recommend next best actions, and automate tasks. Be intelligent about every customer interaction with Salesforce Einstein in the Winter '17 Release.

Published in: Technology

Winter '17 Einstein Release Preview

  1. 1. Winter ’17 Einstein Release Preview Lightning is the fastest way to connect with customers, employees, and partners 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. Sep. 19th, 2016 In the Winter '17 Release, Salesforce is bringing the power of AI to everyone with Salesforce Einstein. Einstein makes the world's #1 CRM the world's smartest CRM by adding machine & deep learning, predictive analytics and natural language processing to the Customer Success Platform. You can now prioritize the highest value leads every time with Predictive Lead Scoring for Sales, determine which customers are most likely to engage with Predictive Scoring for Marketing, and automatically capture customer data to discover next steps and closest connections with Salesforce Inbox. Be intelligent about every customer interaction with Salesforce Einstein in the Winter '17 Release. Get smarter and more predictive about your customers
  2. 2. Sales Cloud Salesforce Inbox Service Cloud Marketing Cloud App Cloud Analytics Cloud Community Cloud Financial Services Cloud Predictive Lead Scoring* Salesforce Engage in Lightning Quotes, Contracts, and Campaign Influence in Lightning Kanban on Leads, Campaigns, Contracts Wave for B2B Marketing *Pilot Activity Intelligence** Support for Custom Objects Favorite Objects Record Search Salesforce Email Templates **Beta Lightning Open CTI Instagram Social Customer Service Instagram Hashtag Monitoring Advanced Work Order Management Field Service Lightning for Communities Predictive Scoring Journey Builder in Lightning Marketing Cloud Mobile App Email Sends Facebook Advanced Match for Advertising Studio Email Studio Mobile-Optimized Templates Lightning Navigation and Customization Lightning Mass Actions Lightning Developer Experience Lightning Login Apache Kafka on Heroku Wave for Sales 2.0 Wave Dashboard Designer Trend in Wave Wave on Lightning Wave on Android Themes in Lightning Communities Lightning Partner Communities Lightning Field Service in Communities Chatter Live Feed Lightning Bolt Lightning Client and Household Profiles Wave for Financial Services Cloud Health Cloud Care Plan Templates Telehealth for Health Cloud Top Features Winter ’17 Einstein Release 51st Release
  3. 3. ​ Digital ​ Digital empowers retailers to transform the digital consumer experience. With a rich set of capabilities – including marketing, merchandising, content, promotions, customer service, fulfillment and predictive intelligence —built to engage and convert shoppers across every digital channel. ​ An open development environment enables retailers to easily customize or extend commerce anywhere, from buy buttons and branded mobile applications to in-store endless aisle and clienteling applications. ​ Store ​ Store delivers point-of-sale and store operations capabilities enabling retailers to execute real-time transactions and manage in- store operations. ​ Embedded Intelligence makes it easier for associates to personalize the in-store shopping experience using smart product recommendations. ​ With Store, retailers can perform transactions, sales, returns and exchanges without fear of losing connectivity because our resiliency capability means your POS is still running even in the event of a lost connection. ​ Community & Services ​ The Retail Practice and Customer Success teams work together to monitor client deployments and identify ways to improve day-to-day business operations with strategic and tactical guidance post-launch, helping to drive shopper engagement and conversion. ​ And since every client and partner is on the same version there is a large community of peers to turn to for ideas and inspiration. ​ More Agility ​ Salesforce Commerce Cloud customers do everything faster – implement our technology, launch new sites, expand to new geographies, adopt new features, create new consumer experiences, bring stores online, integrate partner technologies, and more. ​ This means our customers take better advantage of market windows of opportunity to grow revenues. ​ Introducing ​ Salesforce Commerce Cloud ​ Making the unified consumer experience a reality
  4. 4. Predictive Lead Scoring* Salesforce Engage in Lightning Quotes, Contracts, and Campaign Influence in Lightning Kanban on Leads, Campaigns, Contracts Wave for B2B Marketing Know your top prospects Connect to your prospects, smarter and faster Even more objects, so now there’s more to love in Lightning Drag, drop, and update. Now on Leads, Campaigns, and Contracts. Wave analytics, pre-built for your B2B Marketing needs This is your company’s data, put to work for you. Taking all of the historical lead information, from industries and titles, to time-to- conversion metrics, predictive lead scoring tells each rep where their valuable time will yield the best results. It takes the guesswork out of lead nurturing, so you create the best opportunities. Click here to learn more. *Pilot Sales can now send and track emails to a list of prospects, surface Pardot activity history on a lead or contact, and receive real-time alerts on prospect activity, all within Lightning. With this added flexibility and greater usability, sales will find it even easier to be first, relevant, and productive in every communication with prospects. Click here to learn more. Lightning just keeps getting better, and now, there's even more of it to love. With Quotes, Contracts, and Campaign Influence in Lightning, all the stages of your company's sales cycle can be managed in the Lightning Experience, so that your reps can sell faster than ever before, with tools tailored to your business. Click here to learn more about Quotes. Click here to learn more about Contracts. Click here to learn more about Campaign Influence. We're taking the drag-and-drop approach to more objects - now you can update your Leads, Campaigns, and Contracts with just one click. Advance the stage, and see your totals roll up automatically. Simple, easy, smarter, faster. Click here to learn more. Introducing Wave for B2B Marketing, advanced analytics for the data-driven marketer. Wave for B2B Marketing provides powerful out-of-the-box dashboards to instantly view and report on metrics, share insights with teams, and take data-driven actions to improve marketing effectiveness. Click here to learn more. Connect to your customers in a whole new way Favorite Features
  5. 5. Activity Intelligence* Support for Custom Objects Favorite Objects Record Search Salesforce Email Templates Automatically capture every customer touch point in Salesforce Get quick access to custom objects on every email Customize Salesforce Inbox to fit your unique workflow Quickly find records to streamline email logging Send rich-text Salesforce email templates from your inbox Activity Intelligence automatically captures all emails and events in Salesforce, allowing reps to focus more on selling and building customer relationships. It is also easier to sell collaboratively because Activity Intelligence provides context for your entire team, giving them the information they need to help close deals and delight customers. Click here to learn more. *Beta For customers that have customized Sales Cloud, now it's easy to access custom objects from your inbox, allowing you to log emails, get CRM context, and update data with fewer clicks. Click here to learn more. With Favorite Objects, now you can customize Salesforce Inbox to match your own unique workflow. Select the Sales Cloud objects that are most relevant to you – for example, Leads, Contacts, Opportunities, and Custom Objects – and Salesforce Inbox will intelligently recommend relevant CRM records when you are logging emails or getting context for an email reply. Click here to learn more. Using Record Search, Salesforce Inbox users can now log every email exactly where it needs to go. Whether you're corresponding with your manager about a deal or emailing a channel partner, you can log the message by searching for the exact CRM record you want. Stop wasting time searching for emails and organize your email life with record search. Click here to learn more. Salesforce Inbox now allows you to send emails using the email templates built into Sales Cloud. Embed high-impact sales collateral in all of your follow-up emails. Eliminate clicks from your workflow with dynamic email fields like Account Name and Contact Name. And share best practices so your whole team can sell smarter. Click here to learn more. Run your business from your phoneSalesforce Inbox Favorite Features
  6. 6. Lightning Open CTI Instagram Social Customer Service Instagram Hashtag Monitoring Advanced Work Order Management Field Service Lightning for Communities The power of CTI, now available in Lightning Deliver service on your customer's favorite social channel Listen and respond across conversations on Instagram Unlock productivity with new ways to schedule, track, and report on work orders Easily track appointments and work orders from the Community Open CTI is now available in the Lightning Experience! Seamlessly integrate your third- party computer-telephony integration (CTI) system with Salesforce. Lightning Open CTI makes it easier to connect agents with customers and resolve issues faster. Click here to learn more. Deliver a personalized service experience on the channels your customers prefer - now including Instagram. Connect your Instagram account directly to Service Cloud to engage directly with customers. Empower agents to track conversations about your brand, and stay productive by responding directly to customers without leaving the console. Click here to learn more. Listen to any hashtag in comments or posts across Instagram. Automatically create cases in Service Cloud based on the hashtags you filter for and allow agents to respond directly to those customers. Click here to learn more. Put work orders to work for you! Advanced Work Order Management delivers a whole suite of enhancements like work order templates, new customer report types and Chatter notifications. These standard objects are available in Lightning and Salesforce1 to make it easy for your organization to deliver a connected service experience for every customer. Click here to learn more. A Lightning Field Service Community provides customers with the ability to instantly schedule in-person support they need. Requests are intelligently routed to field service personnel to optimize workloads and work orders can easily be managed from the community to give customers and service personnel a central point of contact. Click here to learn more. Connect to your customers in a whole new wayService Cloud Favorite Features
  7. 7. Predictive Scoring Journey Builder in Lightning Marketing Cloud Mobile App Email Sends Facebook Advanced Match for Advertising Studio Email Studio Mobile-Optimized Templates Score every customer’s likelihood to engage Now it's even easier to build 1- to-1 journeys Send email on-the-go, directly from your smartphone Increase your match rate with new attributes Create emails that look great on any device Predictive Scoring uses machine learning to automatically assess and predict each customer's likelihood to engage with your brand, from their likelihood to open or click an email, unsubscribe from your list or make a purchase. And with detailed analysis, view the true factors driving each action so you can make smarter, more informed decisions. Click here to learn more. Journey Builder has an entirely new and improved user experience making it even easier to build 1- to-1 journeys. Marketing Cloud Lightning enhancements include a simplified dashboard and canvas with point and click configuration, consolidated actions, and improved colorful navigation. Now you can also conveniently select an Audience or list to launch journeys faster than ever. Click here to learn more. Marketing Cloud Mobile App customers can now send Content Builder emails and status-approved emails from their iPhone or iPad. This new feature uses a mobile- optimized send flow that enables customers to select an existing email, edit the parameters, and send directly from the app. How's that for productivity on-the-go? Click here to learn more. Facebook Advanced Match for Advertising Studio allows brands to target using both primary identifiers like email and mobile phone numbers as well as secondary categories like name, geography, age, and gender. It is especially powerful for B2B and financial services advertisers who can now use all of their CRM data in Sales Cloud to target ads. Click here to learn more. The new mobile-optimized email templates in Content Builder allow users to create beautiful looking emails from several of the most common layouts.  The emails will look great on any device and provide a starting point for any marketer looking to improve their email design.   Click here to learn more. Build 1-to-1 customer journeys Favorite Features
  8. 8. Connect to your customers in a whole new way Lightning Navigation and Customization Lightning Mass Actions Lightning Developer Experience Lightning Login Apache Kafka on Heroku Get to your apps quickly with fewer clicks Save time by selecting multiple records from list views Build faster with a new set of standard Lightning Components Improve usability while enhancing security Building the foundation for a new generation of intelligent apps, optimized for developers Now you can be more productive than ever with new Lightning Navigation and Customization. With the Navigation bar, App Launcher, in-app AppExchange experience, and Lightning apps, you can now customize each user experience and quickly find all your apps. Click here to learn more. Get your work done faster - select multiple items at once from a List View in Lightning Experience. Click here to learn more. Developers can build faster with a new set of standard Lightning components and powerful productivity features provided by the Lightning Data Service. Create new, modern user experiences more easily and faster than ever before. Click here to learn more. Passwords are a pain. Lightning Login allows you to login with your mobile device. Just tap your username and provide your thumbprint for security and you're in! No more typing long cryptic passwords. Click here to learn more. Apache Kafka on Heroku, a streaming data service optimized for developers, provides the foundation for a new generation of intelligent apps. With Apache Kafka on Heroku, App Cloud developers can capitalize on millions of transactions, or billions of events, or trillions of interactions to deliver an engaging customer experience. Apache Kafka on Heroku is built for social, mobile, and IoT speed and scale of streaming data that is highly performant for real time use cases. Click here to learn more. Favorite Features
  9. 9. Wave for Sales 2.0 Wave Dashboard Designer Trend in Wave Wave on Lightning Wave on Android Actionable analytics for Sales Cloud customers Build beautiful Wave dashboards with clicks not code Trend any Salesforce report to Wave Easily embed Wave into every Lightning application View Wave Analytics dashboards from your Android mobile device Wave for Sales is natively integrated with Sales Cloud and comes with predefined accelerator templates, customized for every sales user. Reps, managers, and executives can now view key opportunity insights, track activities, and manage sales performance to increase productivity and boost relationships with customers and prospects. And, sales users can instantly take action on opportunities right from within Wave for Sales; making them more productive than ever. Click here to learn more. Customers can now create beautiful, customizable Wave dashboards with clicks, not code. Any user can surface complex, analytical insights and embed smart alerts across every dashboard widget to stay up to date on their most important business metrics via instant email and push notifications. Now, building Wave charts, tables, and filters is easier than ever. Click here to learn more. Trend in Wave, the newest addition to Wave Analytics, is the easy-to-use feature that allows users to snapshot any Salesforce report to Wave at the click of a button. See how your report changes over time, slice and dice and drill down to uncover new insights within your Salesforce data. Save time and improve data quality by no longer exporting reports from Salesforce to do analysis outside of Salesforce in other tools. Click here to learn more. Embed Wave into the Lightning experience to create analytical applications for any device. Wave components are natively integrated into the Lightning App Builder with drag-and-drop functionality, making it easier than ever to integrate Wave into Lightning home pages, record pages, and app pages. Users now have access to enriched analytical insights across every device. Click here to learn more. The Wave Android App allows you to view Wave Analytics dashboards from your Android device so you can run your business from your phone. You can now stay more connected to your business than ever before with the ability to access insights while on the go. Click here to learn more. Get smarter about your customersAnalytics Cloud Favorite Features
  10. 10. Themes in Lightning Communities Lightning Partner Communities Lightning Field Service in Communities Chatter Live Feed Lightning Bolt Customize the look and feel of your community with ease Deliver the tools partners need to sell faster than ever before Empower customers to schedule in person support from a community Accelerate productivity with real-time communication Leverage Lightning Bolt Solutions to launch a new community Now you can create and apply a custom community theme to match the look and feel of your brand. Easily toggle between themes in the Lightning Community Builder to instantly deploy visually stunning user interfaces to capture customers’ attention. Click here to learn more. Easily launch a Lightning Partner Community to give partners the tools they need to sell faster with Community Templates. Drag and drop dashboards and reports into the community to give partners a 360-degree view of their business. Help partners accelerate sales by guiding them through your sales process with a customizable sales path. Click here to learn more. Lightning Fields Service in Communities provides customers with the ability to instantly schedule in-person support they need. Requests are intelligently routed to field service personnel to optimize workloads and work orders can easily be managed from the community to give customers and service personnel a central point of contact. Click here to learn more. Chatter's gone live! See posts in real time in group feeds. View inline notifications to stay on top of the latest posts. Accelerate innovation and increase productivity through real-time communication in Lightning Experience. Click here to learn more. Lightning Bolt accelerates new deployments of communities by giving partners the ability to reuse customized Lightning Solutions. This highly demanded feature helps partners reduce the development resources needed to build new communities and lower costs for their clients. Click here to learn more. Community Cloud Favorite Features Connect to your customers in a whole new way
  11. 11. Lightning Client and Household Profiles Wave for Financial Services Cloud Care Plan Templates Telehealth for Health Cloud Out of the box customization with Lightning App Builder Turn your client data into actionable insights Save valuable time with customizable care plan templates Connect patients and care teams with two-way video Every financial services firm runs their business differently. With Lightning App Builder, you can now customize your client and household views with drag and drop configuration. Highlight the exact information your advisors need to drive stronger client relationships and ensure seamless data integration with an enhanced API. Click here to learn more. Now you can take action at the point of insight. With Wave for Financial Services Cloud, you can empower your advisory teams to analyze their book of business from the insight out. Increase productivity with embedded Wave dashboards and instantly measure client goals to help keep them on track. Click here to learn more. Simplify care team workflows by starting with care plan templates. Create or purchase templates from leading content providers that can be customized and applied to patients. Goals, problems, and tasks can be automatically generated, so you can easily guide patients along their care journey. Click here to learn more. The Telehealth solution for Health Cloud is an add-on that allows patients to connect with their care team in real-time through two-way video, screenshare and annotation. Embed in any mobile app to give patients access to care anywhere. And with Health Cloud, care teams have patient information at their fingertips to give contextual care. Click here to learn more. Financial Services Cloud Health Cloud Connect to your customers in a whole new wayIndustries Favorite Features
  12. 12. Signature Success Plan New Accelerators for Every Cloud Premier Success Plans Ensure operational excellence so you can focus on innovation Get maximum value from Salesforce, faster with expert guidance by your side Drive greater adoption and implementation success The Signature Success Plan combines a high-touch team of Salesforce experts and the right proactive and prescriptive services to achieve business value faster. Designated Regional & Technical Success Teams and a dedicated Global Success Lead will work across your entire global organization to maximize Salesforce performance and value. Click here to learn more. With 15 new Accelerators, Specialists will help you with everything from getting started with Sales Cloud, managing data quality to driving sales through Sales Leaderboard. Whether you need best practices guidance or help configuring and setting up a new feature, an expert can save you hours of research and recommend the best possible approach customized for your business. Click here to learn more. Premier has extended its portfolio to Salesforce CPQ & Advertising Studio and increased its features, so you get even more business value out of your Salesforce platform. Premier Success Plans provide the right combination of training, support and access to certified experts. Click here to learn more about Premier Success Plan - Salesforce CPQ. Click here to learn more about Premier Success Plan - Advertising Studio. Click here to learn more about Premier Success Plan – New Features. Help your customers achieve targeted business value fasterCloud Services Favorite Services
  13. 13. 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 Winter ’17 Release. Click Here. Learn about all the new and improved Salesforce features in the Winter ‘17 Release. Click Here. Get the latest release information, answers to your questions, and interactive product discussions — all in one place. Click Here. Winter ’17 Einstein is Here! 1 2 3
  14. 14. Winter ’17 Einstein Release Preview Note:: Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight.

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