Set your clocks everyone, it’s time to spring forward and learn about the new features in Spring ‘17 for Admins. We’ll dig into the gems from the release that will help Admins be productive and make life easier.

1. Spring ‘17
Release Overview
February 15, 2017

2. Today’s Speakers
Mike Gerholdt
Director, Admin Evangelism
@MikeGerholdt
LeeAnne Templeman
Senior Admin Evangelist
@leeanndroid

3. Forward-Looking Statements
​ 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.

4. Get Social with Us!
@salesforceadmns
#awesomeadmin
Salesforce Admins
Salesforce Admins
The video will be posted to YouTube
& the webinar recap page
(same URL as registration).
This webinar is being recorded!

5. Join the Admin Webinar Group for Q&A!
​ Don’t wait until the end to ask your
question!
• We have team members on hand to answer
questions in the webinar group.
Stick around for live Q&A at the end!
• Speakers will tackle more questions at the end,
time-allowing
bit.ly/AdminWebinarGroup

6. Today’s Agenda
• Release Best Practices
• Features Your Users Will Love
• Features You Will Love
• Demos
• Resources
• Q&A
‘17

7. Release Best
Practices

8. Plan Ahead for the Release
Plan for Salesforce releases
• Get a pre-release org
• Read the Release Notes
• Watch Release Readiness Live
• Review what Sandboxes you need
to refresh

9. Review Release Notes
• What’s included in Release Notes?
• Edition
• Availability
• Setup
• Where are Release Notes located?
releasenotes.docs.salesforce.com

10. Visit IdeaExchange
• What are Ideas?
² Who can vote?
² What happens to Ideas?
• Ways to use Ideas
• How to participate
success.salesforce.com/IdeaSearch

11. Join Release Readiness & Feature Adoption Today
Join our Community and always be
informed
• Ask questions
• Share your best practices and
insights
• Collaborate with other Admins

12. Features Your
Users Will Love

13. `
Spring ‘17 Features Your Users Will Love
Chatter streams
Default list view &
inline edit
Kanban everywhere
Favorites
Search

14. Chatter Streams
​ A customizable feed that groups opps, cases, people & more into a single feed

15. Inline Edit Now Generally Available in Lightning
For most fields you’ll never have to go into the record to edit again.
Simply edit the record data right in the List View and move on with your work!
Quickly edit
a picklist
Fields that
have been
edited
2 Sample Use Cases
1. Quickly update opportunities
• Each week a salesperson needs to update
their pipeline; with inline edit they can do it
all from their List View
2. Easily update case status
• An agent can quickly update the status of
various cases without having to go into the
record

16. Kanban on Custom Objects
​ Display records visually on (almost) any list view
• Visually display the steps in a process
• Highlight key fields
• Provide guidance such as handy links,
policy information, and tips to users at
each step
• Easily switch record types by clicking
on subtabs

17. Customize your Kanban Settings in List View Controls
​ Choose your Summarize By and Group By field for standard and custom objects
Reconfigure any Kanban view on the fly, selecting other
fields on which to create columns and summaries
• Select a numerical field to summarize, or select None to
remove the summary from the Kanban view
• Select a picklist to Group By to determine how your
records are organized into columns
• No more filtering by record types just to load up the
Kanban view. Easily switch between record types using
subtabs

18. Role Use Case Example
Kanban
View
Sales Rep
Visually see the progress
of your work
• I want to know what I need to do and when
• I want to see a high level view of all my leads, contracts, or campaigns by stage
• I want to see a count of all my records per stage
• I want to easily change the stage of a lead, contract or campaign by dragging a
card from one column to the next
• I want to see the top 4 fields display on each card
Kanban
View
Sales
Manager
Get a high level view of
what your team is working
on
• I want to see all my rep’s opportunities and see which one needs my attention
• I want to see which part of pipeline I need to focus on by the total amount
• I want to easily change the stage or add an activity during my 1:1 with my reps
Kanban
Settings
Sales Rep
Customize how you want
to view your work
• I want to view my Accounts by a custom picklist field I created
• I want to summarize all the projects I have in a certain stage by Billing Rate
Multiple
Record
Types
Sales Rep
Improved experience
when choosing Kanban
from a List View that has
records with multiple
record types
• I want to load Kanban immediately when toggling from Grid view to Kanban view
with a list that has multiple record types
Sample Use Cases

19. Create Shortcuts with Favorites
​ Users can curate and maintain their own personal list of useful content
Clicking the star adds the
current page to your favorites
A blue star means the current
view is already a Favorite
Star Button Green “Toast” Message Favorites List
When adding a favorite, a green “toast” message appears and
offers a link to rename the title of the favorite to something
more memorable
Quickly access important records,
lists, groups, dashboards, and other
frequently used pages in Salesforce

20. Up to 200 Features can be Favorited in Spring ‘17
​ Favorites are managed by individual users & can’t be shared or edited by admins
ü Things you CAN Favorite X Things you CAN’T Favorite
• Record home for standard & custom
objects (inc. Visualforce overrides of
these record views)
• Lists
• Dashboards
• Reports
• Chatter groups
• List views on below tabs
• Files
• Tasks
• Chatter Streams
• Notes

21. Demo

22. Features Admins
Will Love

23. `
Love Using Salesforce as an Admin
Utility bar
Lightning console apps
Path
Flow component

24. Utility Bar
​ App Specific actions driven by components
• Enhance your Lightning
Apps with productivity tools
• Add to any Standard
Lightning or Console Apps
• Configure without code

25. Lightning Console Apps (Beta)
​ Bring the Efficiency of Custom Console Apps to Lightning!
• Lightning Sales & Service Consoles
• Customized Lightning Console
• Work with multiple workspaces & tabs
• Optimize user experience
• Pin Tabs for quick access
• Navigate between apps quickly

26. Path for Your Custom Objects
Determine and customize the process records go through
• Highlight custom business processes
• Available for Quotes & Custom
Objects
• Path pays attention to required fields
• Highlight key fields, provide guidance
such as links, policy information & tips

27. Flows in Lightning App Builder (Beta)
Expose Flow Screens in Lightning Pages, Utility Bar with No Code
• Assign Record Pages
by App
• Record Type
• Profile Drag & drop flow
component onto
a Lightning page.
Choose the flow to
be used and
configure.
Flow fields display in
1 or 2 columns.
Set Flow input
variables, such as
the ID for a record.

28. Two-column Flow Screens
​ Fields can be grouped and organized to make more sense to the end-user
• Make better use of screen real
estate and fit more on a single
screen
• End-users will be able to work
faster
• Less scrolling means end users will
be able to more quickly digest
information & the purpose of the
screen

29. Demo

30. Resources

31. Resources
Salesforce Release Resources:
• Release Notes
• Success Release Readiness Group
• Release Dates Calendar
www.salesforce.com/customer-resources/releases/spring17

32. Tune into the broadcast - March 7, 2017 at 4:00 p.m PST.
Join the Salesforce Spring Launch Broadcast!

33. Q&A
bit.ly/AdminWebinarGroup
Survey
bit.ly/awsurvey-spring17
Slides
bit.ly/aw-spring17
Wrapping Up

34. thank you