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Process Builder
Ryan Vaughn
Principal Solution Engineer, Service Cloud
rvaughn@salesforce.com
Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize
or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the
forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any
projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding
strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or
technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for
our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate
of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with
completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability
to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our
limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential
factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year
and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are
available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or 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. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Introducing Process Builder
Simple: Design with point & click simplicity
Powerful: New Actions with the power of code
Flexible: Match the way your business works
Visual: View & Collaborate on your process
Automate your business. Faster.
Process Builder
Next Generation Workflow
Multiple “Rules” in 1 process
More Flexibility
Graphical Interface
Workflow Rules
New Actions
Super Powers for Admins
Process Without Programming
•  Built for all Admins - from
beginners to advanced
•  Easy edit lets users respond
quickly to business changes
•  Creates a shared canvas for IT
and the Business to collaborate
Needs updated screenshot
Add powerful
actions with a
single click
Use Cases
Auto Submit Approvals: Route new hire offers for approval
Create New Orders: When the Opportunity stage goes to "Closed Won", create an
Order record with the data contained in the Opportunity and the associated Account
Schedule notifications & followup: Send email notifications, create follow up tasks
when an incident or inspection status is submitted
Resources
Process Builder will be GA in Spring ‘15.
Join the Success Community
Official: Salesforce Workflow Automation Group
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?
g=0F9300000001rzc
Process Builder Guide
https://help.salesforce.com/HTViewHelpDoc?
id=process_overview.htm&language=en_US
Service Cloud Console
Ryan Vaughn
Principal Solution Engineer, Service Cloud
rvaughn@salesforce.com
Spring ‘15 Agent Experience Features
•  Macros (GA)
•  Similar Cases (Pilot)
•  New SLA Widget UX
•  Email Publisher Apex Interface
•  Vertically Responsive Case Topics
Widget
•  Asset Enhancements - App Tab,
Sharing, Record Types, Audit
History
•  Responsive Sidebars
•  Collapse/Expand Sidebars
•  Collapse/Expand Pinned List
•  Collapse/Expand Header and Footer
•  Keyboard Shortcuts for footer Widgets
•  Reorder Workspace Tabs
•  Ctrl-Click to open tabs in background
•  Open CTI Method Enhancements
•  Agent Presence (Pilot)
•  Omni-Channel Push Routing (Pilot)
•  Unified Live Agent + Omni-Channel
Capacity
•  Migrated SOS Session Component
•  Enabled Chatter on SOS Session
•  Live Agent + Omni-Channel
Infrastructure Enhancements
Service Cloud Console Omni-ChannelCase Management
Console Architecture
Standard and Custom Components Compliment Objects and Records
• Extend the Record-Centric view with:
– Record Feed
– Notifications and Messages
– Utilities and quick access tools
– Integrated external apps (Canvas)
• The Console API can:
– Allow real-time orchestration between panels
– Manage interaction behavior (i.e. screen pops)
– Provide warnings and notifications
Service Cloud Console
Modern Responsive User Experience
Push Work to Best Available Resource
Omni-Channel
Agent Efficiency
Intelligent Contextual Components
Unified Agent Desktop
Optimized for Contact Center Agents
Dallas user group February 20 2015
Dallas user group February 20 2015
Dallas user group February 20 2015
Dallas user group February 20 2015
Dallas user group February 20 2015
Dallas user group February 20 2015
Dallas user group February 20 2015
Dallas user group February 20 2015

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Dallas user group February 20 2015

  • 1.
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9. Process Builder Ryan Vaughn Principal Solution Engineer, Service Cloud rvaughn@salesforce.com
  • 10. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or 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. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 11. Introducing Process Builder Simple: Design with point & click simplicity Powerful: New Actions with the power of code Flexible: Match the way your business works Visual: View & Collaborate on your process Automate your business. Faster.
  • 12. Process Builder Next Generation Workflow Multiple “Rules” in 1 process More Flexibility Graphical Interface Workflow Rules New Actions
  • 13. Super Powers for Admins Process Without Programming •  Built for all Admins - from beginners to advanced •  Easy edit lets users respond quickly to business changes •  Creates a shared canvas for IT and the Business to collaborate Needs updated screenshot Add powerful actions with a single click
  • 14. Use Cases Auto Submit Approvals: Route new hire offers for approval Create New Orders: When the Opportunity stage goes to "Closed Won", create an Order record with the data contained in the Opportunity and the associated Account Schedule notifications & followup: Send email notifications, create follow up tasks when an incident or inspection status is submitted
  • 15. Resources Process Builder will be GA in Spring ‘15. Join the Success Community Official: Salesforce Workflow Automation Group https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage? g=0F9300000001rzc Process Builder Guide https://help.salesforce.com/HTViewHelpDoc? id=process_overview.htm&language=en_US
  • 16. Service Cloud Console Ryan Vaughn Principal Solution Engineer, Service Cloud rvaughn@salesforce.com
  • 17. Spring ‘15 Agent Experience Features •  Macros (GA) •  Similar Cases (Pilot) •  New SLA Widget UX •  Email Publisher Apex Interface •  Vertically Responsive Case Topics Widget •  Asset Enhancements - App Tab, Sharing, Record Types, Audit History •  Responsive Sidebars •  Collapse/Expand Sidebars •  Collapse/Expand Pinned List •  Collapse/Expand Header and Footer •  Keyboard Shortcuts for footer Widgets •  Reorder Workspace Tabs •  Ctrl-Click to open tabs in background •  Open CTI Method Enhancements •  Agent Presence (Pilot) •  Omni-Channel Push Routing (Pilot) •  Unified Live Agent + Omni-Channel Capacity •  Migrated SOS Session Component •  Enabled Chatter on SOS Session •  Live Agent + Omni-Channel Infrastructure Enhancements Service Cloud Console Omni-ChannelCase Management
  • 18. Console Architecture Standard and Custom Components Compliment Objects and Records • Extend the Record-Centric view with: – Record Feed – Notifications and Messages – Utilities and quick access tools – Integrated external apps (Canvas) • The Console API can: – Allow real-time orchestration between panels – Manage interaction behavior (i.e. screen pops) – Provide warnings and notifications
  • 19. Service Cloud Console Modern Responsive User Experience Push Work to Best Available Resource Omni-Channel Agent Efficiency Intelligent Contextual Components Unified Agent Desktop Optimized for Contact Center Agents