Singapore dg salesforce einstein + spring 17 release by manish

1. Manish Thaduri
www.sfdcFanBoy.com
Sales Cloud Einstein

2. Forward-Looking Statements
Statement under the Private Securities Litigation ReformAct 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.

3. Salesforce Einstein
• Salesforce Einstein
• Define: Use artificial intelligence (machine learning) and of course your data as a
way to learn and continually hone your processes – making “smarter” processes.
• License : Sales Cloud Einstein
• Setup
• 2 Packages: SalesforceIQ Cloud and Sales Insights
• Permission Set

4. App Permissions

5. Sales Cloud Einstein - Spring ’17 Features
Maximize sales with intelligence from lead to cash
Predictive Lead Scoring
Smart Lead Lists | Top Predictive Factors | Score-driven Workflow
Opportunity Insights
Predictions | Sentiment Analysis | Alerts | Recommended NextSteps
Account Insights
Business Media Monitoring | Key Business Developments
Automated Activity Capture
Email & Calendar Sync | O365 & Gmail

6. Predictive Lead Scoring
- Lead Score
- Lead Factors
- Why Einstein

7. Lead Scoring on List Views

8. Lead Insights
Lead Insights periodically re-analyzes your historical leads and updates the
scores for your current leads accordingly.
Lead Insights includes a dashboard with reports that show key lead score
metrics for your org.
• Average Lead Score by Lead Source
• Conversion Rate by Lead Score
• Lead Score Distribution: Converted and Lost Opportunities

9. Opportunity Insights
Predictions about:
- Deal Predictions
Deals that are likely to
be won/lost
- Follow-Up Reminders
Reminders to follow-up
- Key Moments Alerts
when “key moments” in
a deal take place

10. Opportunity Insights on Lightning Home Page

11. Account Insights
- Stay informed about key
business developments
that affect their customers
- Shows up to three
insights, and each insight
shows up to three of the
most relevant articles.

12. Account Insights on Home Page

13. Automated Activity Capture
- Connect users email
and calendar to Salesforce.
- Emails and events are
automatically added to
related Salesforce records
- Used by Einstein
to generate insights

14. Einstein Analytics
- Each Sales Cloud Einstein
org gets five Wave app
permission set licenses.
- Activity Reports from
Einstein Analytics Tab

15. Thank Y u

16. Manish Thaduri
www.sfdcFanBoy.com
Spring ’17Release Overview

17. Forward-Looking Statements
Statement under the Private Securities Litigation ReformAct 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.

18. • Classic & Lightning
• Salesforce1
• Now (and Better) in Lightning
• What’s New in Lightning
Topics

19. True to theCore
Classic & LightningExperience

20. Use Lightning Login with SalesforceAuthenticator
Move frequently
used connectionsto
thetop

21. Introducing Lightning for Gmail(Beta)
Work with Salesforce records in Gmail, with a customize experience
Associate the email to the right
Account, Opportunity, Case or
Custom Object. All People
automatically associated
Search, view, and editrelevant
Salesforce records right next to
their emails—without ever
leavingGmail!

22. Lightning for Gmail + Lightning Sync for Google Calendar
LightningSync:
Sync GoogleCalendar
items into Salesforce
and associate themto
Contacts.
Lightning for Gmail:
Relate Google
Calendar items to
Account, Opportunity,
Case, or Custom
Object records

23. Web-to-Lead: reCAPTCHA WebForm Validation
Prevent spammers from
creating “junk leads” onyour
web-to-lead forms.

24. Change picklist label without changing the API name
….Preserving theintegrity of your integrations to other systems
✔
PreventAdmins
from breaking
integrations

25. Dynamic Flow Screens(Pilot)
Example: Choose Operating System (visibleby
default)
OS-specific devicefields:
Not visible by default. Only one will be
displayed based on chosen OS.
One rule perOS:
Display the OS’s device listif
the OSis chosen.
Control fieldproperties.
Change visibility orrequiredness.
Set conditions for when rule will be run.

26. Other Notable “Classic too”Features
Person AccountsEnhancements
• PersonAccounts now available for Professional Edition
• Duplicate managementsupport
Contacts to Multiple Accountsenhancements:
• Person Accounts: relate to Contacts
• Custom Actions, Buttons, andLinks
• Workflow and ProcessBuilder
Email Files asAttachmentsor Links: You Decide
Global Actions for Contracts andOrders

27. Salesforce1 Mobile

28. Offline Preferences
Available on
With Spring‘17
Users can override default objects (recently used) and
view and edit which objects Salesforce1 takes offline
• Up to 7 objects can be selected for the offline cache
• Each object syncs layout information to support
editing and creating records of that object type (up to
15layouts)
• 30 records will also be sync’d for each enabled object
**The preference isdevice and user specificand
not maintained withinSalesforce

29. Salesforce Apps & Objects in Spotlight Search
Available on
With v12.0
Find custom apps, standard and custom objects,
contacts, and people using SpotlightSearch.
Spotlight Search is now the easiest way to access
custom Lightning and VisualForce apps in
Salesforce1.
Easy to use: just swipe, type andtap!

30. Lightning and Mobile: Follow-up andRecurringTasks
Available on
With Spring‘17

31. Some importantreminders...
Salesforce1 Requires iOS 10in
Spring ’17
Salesforce Classic MobileApp
to Retire December 1, 2017
read thearticle
Legacy Charts are retiringin
Summer ’17
For questions & resources,join
Salesforce1 Mobile App Success
Official: Salesforce Infrastructure

32. Now (and Better) in Lightning

33. Enhancements to Reports &Dashboards
All Dashboard Charts in both Classic
and Lightning
Report Subscriptions
View Dashboards as OtherPeople
Follow dashboards andshare
components onChatter

34. Dynamic Report FilterParameters
Custom links in Lightning can now
override report filtervalues
Use custom link or
bookmark to view areport
with filter overridden to
specific filtervalue(s)

35. Lightning Sales Console(Beta)
All of your sales tools, all on one screen
Related lists
Record
Highlights
Utility Bar
Record
Workspace
Open multiple
records atonce
Work throughlists
e.g. Leads, Contacts,
or other standard or
custom objects

36. Workspace
Primary tab
(mainrecord)Subtab
Service Console now in LightningExperience
UtilityBar
(global applications/utilities like
CTI andHistory)
Service Console
App included
3 columnlayout
Open CTIfully
supported

37. View Account Hierarchy inLightning
New action: View Account Hierarchy on Account record
The account youentered
the hierarchy from is
visually highlighted

38. Items to Approve Component & Approval Requests Tab
Review & respond to your pending Approval requests on Lightning Home pages
Component shows 5 Pending
Approvals. Click View All linksee all
Approvals awaitingattention.
Click down arrow toreveal
Approve & Rejectactions

39. Campaign HierarchyPreview
Analyze and report on the health of your related campaigns
“View CampaignHierarchy”
action on pagelayout.
Navigate from “View
Campaign Hierarchy”action
to visualize parent-child
relationships across a
hierarchy.

40. Orders now in Lightning Experience& Salesforce1
Orderstab
Use Chatter tocollaborate
during the order
managementprocess
Manage email, events,
logged calls, and tasks
in the activitytimeline
Work with order
products,reduction
orders, andmore

41. Do more with Quotes in Lightning
Quotestab
Easily viewquotes
in a singlelist
Get the big picturewith
QuotesKanban

42. Sometimes it’s the littlethings…
A few more Lightning improvements to mention
• List Views: inline editing (GA) for all objects
• Dependent Lookupfilters
Closing the gap!

43. New in Lightning

44. SendEmail Actions replace Lightning Composer
Global Customizable Send EmailAction
Create multiple Send Email actions for any
activity-enabled object
Send emails usingOrganization-wide
addresses across all activity-enabled
objects.
Use templates, merge fields andemail
logging for any activity-enabledobject.

45. Kanban (almost)Anything!
Display recordsvisually
on virtually any list view
Configure Kanban view
on thefly
Custom objects cantoggle to
Kanban and access Kanban
Settings

46. Kanban supports multiple recordtypes
Multiple Record Types
appear as tabs onKanban
View lists with multiple record
types in Kanbanview
Only Record Types thathave
the field selected as the
Group By field on its page
layout willappear

47. Kanban shows Summarized Amounts
You can Group By and
Summarize By within the view.
Only Record Types thathave
the field selected as the
Group By field on its page
layout willappear

48. Path for Quotes and Custom Objects in Lightning
Determine and customize the process records go through
Bring key fields
front and center
Coach your reps withrelevant
information for each step of
your businessprocess
Highlight acustom
businessprocess
CustomDelivery
Object!

49. When adding a favorite, a green “toast”
messageappears and offers a link to
rename the title of the favorite to
something morememorable.
Highlighted (bluestar)
= already afavorite
FavoritesList
Create Shortcuts to your top Salesforce Pages with Favorites
Users can curate and maintain their own
personal list of usefulcontent
Starbutton
Click to add thecurrent
page to yourfavorites

50. Global Search: Scope by object from anywhere
Scopesearch
toobject
Once selected,that
scope isinserted
Instant results(MRU)
are nowscoped
User goes directlyto
scopedresults.
Search for any objectfrom
anywhere
Start typing an object
name in search to scope
search by thatobject
Instant results filteredby
scope

51. 8,310
IdeaExchange
Points
RelatedAccounts are also returned for
Contacts on MultipleRecords.
Both Account &Contact
arereturned
Search for Contacts using the relatedAccount Name
Just enter a first or last
name (or both), plus the
accountname

52. Lightning App Builder: Morecustomization
Assign Record Pages to recordtypes
and profiles
Customize Person AccountPages
New page templates and options for
App Pages and RecordPages
Dynamic picklists incustom
components

53. Flows in Lightning App Builder & Two-Column Screens
Drag & drop flow
component onto
a Lightningpage.
Choose the
flow to beused
andconfigure.
Set Flow input
variables, such
as the ID for a
record.
2 column Flowscreens
Flow screens,Lightning
Style

54. Resources
Official Salesforce Release Notes
Spring ‘17 Release Trailhead Badge
sfdcFanBoy.com

55. Q&A

56. Thank Y u