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Salesforce Spring '13 Highlights

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Salesforce Spring '13 Highlights

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Curious about what's new in Salseforce Spring ‘13? Appirio Sr. Consultant and Salesforce MVP Rhonda Ross walks through the latest and greatest features in Spring ‘13 and what they mean to your business.

Highlighted features include:
* Chatter enhancements (e.g. find in Group feed, enhanced People)
* Mobile features (e.g. Touch and Chatter for iOS and Android)
* Forecasting (e.g. quarterly forecasts and partner portal opportunity forecasts)
* State/Country picklists

Curious about what's new in Salseforce Spring ‘13? Appirio Sr. Consultant and Salesforce MVP Rhonda Ross walks through the latest and greatest features in Spring ‘13 and what they mean to your business.

Highlighted features include:
* Chatter enhancements (e.g. find in Group feed, enhanced People)
* Mobile features (e.g. Touch and Chatter for iOS and Android)
* Forecasting (e.g. quarterly forecasts and partner portal opportunity forecasts)
* State/Country picklists

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Salesforce Spring '13 Highlights

  1. 1. Salesforce.com  Spring  ‘13  Release   March  11,  2013   ©  2013  Appirio,  Inc.  -­‐  Confiden6al   ©  2013  Appirio,  Inc.  -­‐  Confiden6al  
  2. 2. Appirio  Helps  Enterprises  Reimagine  Their  Business  with   the  Cloud   The  World’s  Largest  Cloud   Businesses  Reimagined   Expert  Community   +   = Services  Powered  by  Reusable   Technology  and  70k   Crowdsourced  Developers   6  years,  500  enterprises,  2.5M  users  moved  to  the  cloud   *  
  3. 3. Appirio:  We  Deliver  Agility  by  Rapidly  Aligning  Strategy   with  Technology  and  Transforming  the  Way  People  Work   Average  6me  to  results  =  4  months              Workers  transformed  =  2.5M   *  
  4. 4. The  Results:  Rapid  Business  Outcomes  Across  FuncSons   Sales   Service   HR   CollaboraSon   IT   Ad  sales  on   Standard  call   Paper-­‐based   Point-­‐to-­‐point   Expensive,  inflexible  IT   spreadsheets   Center   forms   communica6on   infrastructure   Scalable,  global   Social  customer   Web-­‐based  HR    Company-­‐wide   Cloud  IT  for  superior   sales  process   service   experience   social  collabora6on   member  experience   7  Months   4  Months   9  Months   2  Months   7  Months   *  
  5. 5. Agenda   Chatter / Mobile Sales Cloud / Service Cloud Force.com ©  2013  Appirio,  Inc.  -­‐  Confiden6al  
  6. 6. ChaXer  Enhancements   •  Find  in  Group  Feed   •  Enhanced  People   •  Tasks  in  ChaXer  Feed  /  ChaXer  Tasks  (Beta)   •  Addi6onal  ChaXer  Enhancements   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  7. 7. Find  in  Group  Feed   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  8. 8. Enhanced  People   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  9. 9. ChaXer  Tasks   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  10. 10. ChaXer  Tasks  (Beta)   ChaXer  Tasks  (Beta)  let  you  create  a  task  directly  from   the  ChaXer  publisher  on  a  record  detail  page.   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  11. 11. AddiSonal  ChaXer  Enhancements   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  12. 12. Mobile  Enhancements   •  Salesforce  Touch   •  ChaXer  for  iOS  3.0   •  ChaXer  for  Android  2.6   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  13. 13. Salesforce Touch ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  14. 14. View Dashboards in Salesforce Touch ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  15. 15. Enabling  Touch   System  Setup   User  Setup   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  16. 16. Configuring  VisualForce  Page   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  17. 17. ChaXer  for  Android  2.6  GA   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  18. 18. ChaXer  for  iOS  3.0  Enhancements   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  19. 19. Chatter, Mobile Sales Cloud / Service Cloud Force.com ©  2013  Appirio,  Inc.  -­‐  Confiden6al  
  20. 20. Sales  Cloud  Enhancements   •  Forecas6ng  Enhancements   •  Salesforce  for  Outlook  Side  Panel   •  Opportunity  Sales  Team  Workflow   •  Person  Accounts  Formulas   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  21. 21. ForecasSng  Enhancements   •  Quarterly  Forecasts  Available   •  Partner  Portal  opportuni6es  can  be  included  in   forecasts   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  22. 22. Salesforce  for  Outlook  Side  Panel   •  Contacts  sync  every  hour  instead  of  10  minutes   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  23. 23. Salesforce  Side  Panel   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  24. 24. Opportunity  Sales  Team  -­‐  Workflow   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  25. 25. Person  Account  Formulas   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  26. 26. Service  Cloud  Enhancements   •  Email  Message  Repor6ng   •  ChaXer  Answers   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  27. 27. Service  Cloud  -­‐  Email  Message  ReporSng   •  Email  Message  object  is  now  available  in  Custom  Report   Types.   o  Email  to  Case  must  be  enabled   o  Allows  repor6ng  on  all  emails  associated  with  Cases   o  Can  include  any  parent  objects  of  cases   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  28. 28. Service  Cloud  -­‐  ChaXer  Answers   •  ChaXer  Answers  is  now  available  in  Developer  Edi6on  orgs   allowing  administrators  and  developers  to  test.   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  29. 29. Agenda   Chatter, Mobile Sales Cloud / Service Cloud Force.com ©  2013  Appirio,  Inc.  -­‐  Confiden6al  
  30. 30. Force.com  Enhancements   •  State  &  Country  Picklists   •  Controls  for  Sending  Email   •  Back  Page  Feature   •  Cri6cal  Updates   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  31. 31. State  and  Country  Picklist   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  32. 32. Controls  for  Sending  Email   •  Administrators  have  the  ability  to  set  access  of  system   generated  emails  (Very  useful  for  sandboxes  and  preven6ng   emails  being  sent  to  users).       •  Newly  created  Sandboxes  default  to  the  System  Email  Only   deliverability  seeng   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  33. 33. Back  Page  Feature   •  Field  history  data  will  be  deleted  afer  18  months   o  Applies  to  organiza6ons  created  since  June  2,  2011   o  Can  request  to  disable  this  feature  by  contac6ng   Salesforce  Support   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  34. 34. CriScal  Updates   ©  2013  Appirio,  Inc.  -­‐  Confiden6al      
  35. 35. AddiSonal  Resources   hXp://www.salesforce.com/customer-­‐resources/releases/           ©  2013  Appirio,  Inc.  -­‐  Confiden6al      

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