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Winter'16 Release Preview

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The Winter '16 Release Preview is a simple 10 page summary that highlights our favorite features for the Salesforce Winter '16 release. We have reimagined the Salesforce experience in the Winter '16 Release. Now, you can create 1-to-1 customer experiences, sell smarter, and go faster than ever before. Get ready for a new kind of customer success.

Published in: Technology

Winter'16 Release Preview

  1. 1. Winter ’16 Release Preview Get ready for a new kind of customer success We have reimagined the Salesforce experience in the Winter ’16 release. Now, you can create 1-to-1 customer experiences, sell smarter, and go faster than ever before. 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. August 28, 2015
  2. 2. Sales Cloud Analytics Cloud Service Cloud Salesforce1 Platform Marketing Cloud Community Cloud Introducing the Lightning Experience: Modern User Interface Proactive Sales Intelligence Customizable Platform Sales Wave Analytics App Custom Action Menus Wave Analytics for Visualforce External Display for Presentation Mode New Filter & Comparison Operators Omni-Channel Lightning Service Console S1 Mobile Knowledge Configurable Self- Service Templates Social Post Approvals Lightning Experience for Custom Objects Process Builder Multiple Schedules Process Builder Bulk Optimized Lightning Connect CRUD Data Loader for Mac Next Generation Journey Builder CRM Powered Advertising with Active Audiences Next Generation Email Group Messaging Marketing Automation with GroupConnect Social Studio Network Expansion Next Generation Community Builder Targeted Recommendations Rich Text in the Feed Insights for Community Managers Relevant at Mentions Winter ’16 Favorite Features 150+ New Features
  3. 3. Modern User Interface Proactive Sales Intelligence Customizable Platform With 50 new screens, the new Lightning Experience puts the most important information front-and- center. The Home screen, with its highlighted deals and easily actionable to-do items, makes it easier for reps to plan their days out at a glance. And, using the Opportunity Workspace allows them to focus in on the activities that will move their deals forward. List Views with integrated charts bring analytics and insights into each rep's daily planning and workflow. With the more intuitive user interface and productivity gains, sales reps can sell faster than ever before. New tools mean sales teams can gain new, deeper insights into their business. Alerts brings attention to open to-do items or stalled opportunities, so that reps can manage their priorities more easily. And, the Pipeline Board focuses reps and their managers around the deals that need the most care. Plus, with Account Insights, reps can always stay current on their customers' latest news updates or company announcements. Which means that every day, sales reps can focus on what's most important, selling smarter than ever before. The Lightning Experience comes with a whole new suite of tools to make customizing the sales process easier. Sales Path lets sales managers build in repeatable, structured guidance so that reps can make the most effective decisions at each step of the sales process. With Page Layouts, sales teams can ensure that the most relevant information is always being highlighted front-and-center. And with Reports & Dashboards, sales organizations can create their own analytics, and get insights into their business. So with the new Lightning Experience, sales reps can sell the way they want. Introducing the Lightning Experience A whole new Salesforce. A whole new way to sell. Sell in a whole new waySales Cloud Favorite Features Click here to learn more.
  4. 4. Sales Wave Analytics App Custom Action Menus Wave Analytics for Visualforce External Display for Presentation Mode New Filter & Comparison Operators Bring the power of Wave to the Sales Cloud Move from insight to action with custom action menus Easily explore your data and quickly answer any business question - all without leaving Salesforce Drive data-driven discussions at your next meeting, right from your phone Easily compare dimensions and measures with more precision from your mobile device Sales Wave is an end-to-end analytics app that brings the power of Wave Analytics to Sales Cloud, and delivers a new level of insight directly to any device. Sales Wave comes with fast start dashboard templates that can be personalized to the specific needs of your organization. Allowing every sales manager to quickly gain pipeline visibility, track team performance, and uncover opportunities to grow their business. Target User: Sales Managers How to Enable: Contact Salesforce Product: Analytics Cloud (Pilot) Click here to learn more. With new custom actions menus, you can take advantage of actions that have been added to Salesforce objects —directly from Wave dashboards and lenses. Simply hover over any label or value in a chart or table, and choose an action such as log a call, create a new task or update record status and easily move from discovery to action. Target User: All Users How to Enable: Admin-Enabled Product: Analytics Cloud Click here to learn more. Now you can embed a Wave Analytics dashboard into any Visualforce page. Drill in, apply filters, and explore any dashboard - all without leaving the Salesforce interface you know and love. Target User: All Users How to Enable: Admin-Enabled Product: Analytics Cloud Click here to learn more. Presentation mode gets even better, with the ability to enable an optimized external presentation layout. Now, you can drive a data- driven discussion around a particular dashboard right from your mobile device, while projecting an optimized version designed for an external screen. Target User: All Users How to Enable: Auto-Enabled Product: Analytics Cloud Click here to learn more. With the new filter operators for dimensions—Equals, Does Not Equal, and Contains—you can more easily narrow the focus of your lens. Also, with the new comparison operators for measures —Between, Greater Than, and many more—you can precisely customize your data visualizations. Target User: All Users How to Enable: Auto-Enabled Product: Analytics Cloud Click here to learn more. Understand your customers in a whole new way Analytics Cloud Favorite Features
  5. 5. Omni-Channel Lightning Service Console S1 Mobile Knowledge Configurable Self- Service Templates Social Post Approvals Deliver smarter service by pushing the right work to the right agents, at the right time Help your agents work faster in the Console with in-context info Solve cases faster with Knowledge in the Salesforce1 Mobile App Configure templates easily with drag and drop components Protect your brand’s reputation on social media With Omni-Channel, companies can dynamically push work to the right employee based on skill set and case history. They can control which work 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. The Lightning Service Console makes it easier than ever for agents to access, digest, and edit the right information without ever leaving the Console. The new user interface aligns with other Lightning features, ensuring that users experience consistency when they work. Agents can now search, in-line edit, and even create new records, right from Console Sidebar. Finally, with the new Enhanced Feed Filters, agents can easily sort and filter activities by type, making it easy for them to review customer communications or internal information. Target User: Agents How to Enable: Auto-Enabled Product: Service Cloud Click here to learn more. The Salesforce1 mobile app now includes the ability to view Knowledge Articles on Android and iOS. Now, any employee away from their desktop can access Knowledge articles, and articles related to cases, right from their mobile device. Target User: Support Managers, Field Service Reps, Agents How to Enable: Auto-Enabled Product: Service Cloud Click here to learn more. Companies can now easily configure self-service communities templates using the drag and drop interface. With just a few clicks, users can access the component library to add, remove, or change the location of any component in their community. For a more personalized look and feel, Admins and developers can now use Lightning to build custom components. Target User: Admins, Developers How to Enable: Auto-Enabled (new customers), Involved Migration (existing customers) Product: Service Cloud Click here to learn more. In the case feed, the social publisher has always allowed social care agents to respond to customers on Facebook and Twitter. With Winter ‘16, admins can now create approval processes so that supervisors can review posts before they are published. Admins can create approval processes in Setup; agents can submit, recall, and retry posts from the case feed; and supervisors can approve or reject pending posts in a variety of ways. Now, you can ensure your social posts are high quality and reflect your brand. Target User: Agents, Support Managers How to Enable: Admin-Enabled Product: Service Cloud Click here to learn more. Service in a whole new wayService Cloud Favorite Features
  6. 6. Lightning Experience for Custom Objects Process Builder Multiple Schedules Process Builder Bulk Optimized Lightning Connect CRUD Data Loader for Mac Get work done faster with a new user experience Quickly configure multiple schedules for time-dependent actions Now optimized for bulk, increase efficiencies across your business faster Create, update, and delete data in external systems in real-time Load data from anywhere into Salesforce with a drag-and-drop tool for Macs The Lightning Experience for Custom Objects brings you a modern user experience and surfaces the most important information so that you can get work done faster and delight your customers. It is powered by the Salesforce1 Platform, so it comes with all of the benefits of the Salesforce ecosystem and can be customized with Lightning App Builder. Target User: Admins How to Enable: Auto-Enabled Product: Salesforce1 Platform Click here to learn more. Now, you can schedule all of your timed actions in one place by setting up multiple schedules in the same process. Automate all of your reminders and follow-up tasks in one go. Target User: Admins How to Enable: Auto-Enabled Product: Salesforce1 Platform Click here to learn more. Now, Process Builder can scale to handle records in bulk so you can automate more of your business at once by triggering it from data loader. Handling records in bulk will increase efficiency across your organization and save you time. Target User: Admins How to Enable: Auto-Enabled Product: Salesforce1 Platform Click here to learn more. Lightning Connect is the fastest, easiest way to connect any data source to Salesforce, helping companies connect legacy data with Salesforce in minutes using point and click tools. Now, companies can seamlessly create, read, update, and delete data in external systems, right from within Salesforce.. Target User: Admins How to Enable: Admin-Enabled Product: Salesforce1 Platform Click here to learn more. Now available for Mac, Data Loader let's you load data from into Salesforce with point and click simplicity. Just drag-and-drop to map your fields, double check with built-in CSV viewer, and even perform bulk operations. Loading data from a Mac into Salesforce has never been so easy. Target User: Admins How to Enable: Admin-Enabled Product: Salesforce1 Platform Click here to learn more. Engage customers with appsSalesforce1 Platform Favorite Features
  7. 7. Next Generation Journey Builder CRM Powered Advertising with Active Audiences Next Generation Email Group Messaging Marketing Automation with GroupConnect Social Studio Network Expansion Plan, personalize and optimize every customer journey Use customer data in Salesforce for targeted advertising and building lookalike audiences Easily deliver 1-to-1 personalized emails at scale Empower marketers to extend personalized, 1-to-1 customer journeys to messaging apps Grow your community with the addition of Instagram, YouTube and Google+ networks Next Generation Journey Builder increases the ability to plan, personalize and optimize customer journeys across sales, service, marketing, custom apps, and much more. With the new added integration for Sales Cloud and Service Cloud activities you can create journeys that go beyond traditional marketing activities. Now, any journey is possible. Target User: Customer Experience Managers How to Enable: Admin-Enabled Product: Marketing Cloud Click here to learn more. Use first party data to run targeted advertising to your customers on Instagram and with display ads. Extend your 1-to-1 cross-channel customer journeys by advertising to your customers based on the information you know about them and tailoring your ads to send the right message, to the right person, at the right time. Target User: Marketers How to Enable: Auto-Enabled Product: Marketing Cloud Click here to learn more. Easily create and send emails with new drag-and-drop tools with Next Generation Email. Be fully in charge of your campaigns by easily managing your headers and footers, changing links after an email has been deployed, and clearing the queue of a paused email. Now, you can easily deliver 1-to-1 personalized emails at scale. Target User: Marketers How to Enable: Auto-Enabled Product: Marketing Cloud Click here to learn more. GroupConnect is a mobile messaging solution that enables brands to extend personalized, 1-to-1 customer journeys into messaging apps. Marketers can identify their new 'friends,' or user profiles, by linking them to existing marketing data within GroupConnect. These rich user profiles extend across all digital channels, such as web, email, and customer relationship management systems. Also, marketers can engage in personalized 2- way conversations and are empowered to create 1-to-1 journeys with the billions of users on messaging apps. Target User: Marketers How to Enable: Contact Salesforce Product: Marketing Cloud Click here to learn more. Build your brand and expand your community by publishing compelling images to Instagram, and videos to your YouTube channels. Save time by quickly cross posting your video to Facebook. Publish text, images and links on Google+ and monitor performance. Share the top performing posts with other teams. Target User: Marketers How to Enable: Auto-Enabled Product: Marketing Cloud Click here to learn more. Market in a whole new wayMarketing Cloud Favorite Features
  8. 8. Next Generation Community Builder Targeted Recommendations Rich Text In The Feed Insights for Community Managers Relevant At Mentions Easily customize a community without code using Lightning Components Personalize the community experience for every user Customize the font and style of your feed posts Easily monitor the community and take action right from the Community Management page See the most relevant suggestions when at mentioning people or groups Lightning Community Builder and Templates enable any business user – not just developers and IT staff – to quickly and easily deploy a customized, branded and mobile-optimized community. And, now companies can use Lightning Community Builder to create their own customer community and even develop their own custom pages with Lightning Components and embed them into the community. In addition, new drag and drop Templates allow customized design, usability and data integration. Target User: Community Managers, Admins How to Enable: Auto-Enabled Product: Community Cloud Click here to learn more. Targeted Recommendations allow community managers to suggest content with specific information or post an announcement into the feed and target it to a specific group, member type or individual. Powerful algorithms deliver the most relevant content to each member. The recommendation algorithms also identify and surface experts so that only the most relevant contributors are highlighted within the community. Target User: Community Managers, Admins, Community Users How to Enable: Auto-Enabled Product: Community Cloud Click here to learn more. Rich Text In The Feed allows users to customize the formatting for messages they post in the feed. Empower users to personalize their messages and allow them to edit previous posts by adding rich text. Highlight important portions of a post by making it bold, italicize headings or strikethrough portions of previous posts by editing. Target User: All Users How to Enable: Auto-Enabled Product: Community Cloud Click here to learn more. Insights make it easy for community managers and moderators to see what's going on in a community and drive community engagement and adoption. Now community managers can monitor the community and take action right from the Community Management page. Choose from over 100 pre- packaged reports to easily customize Insights to suit any community manager's needs and add or subtract reports as needed. Target User: Community Managers How to Enable: Auto-Enabled Product: Community Cloud Click here to learn more. Relevant At Mentions make it easier than ever before to quickly at mention people and groups. This new algorithm learns your behavior to suggest the people and groups with which you interact the most. And when in a private group it will suggest members of the group so that you can mention people fast. Suggested names are sorted alphabetically so people are easy to find. 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 See the new features come to life by watching Salesforce product marketers demo their favorite features in the Winter ’16 release. Click Here. Learn about all the new and improved Salesforce features in the Winter ’16 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 Warm Up to Winter ’16

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