The document summarizes the new features in Salesforce's Spring 09 release, including 50 new features. Key new features include enhancements to campaigns, the partner portal, and an enhanced page editor. It also describes "Email to Case as a Service" which allows companies to automatically create support cases from incoming emails without complex setup. Tips and information on enabling each new feature are provided. Additional resources for release notes and the Salesforce community are listed for further details.

1. DEEP DIVE – SPRING 09 RELEASE NEW FEATURES
Nik Panter, xLerate

2. SPRING 09 RELEASE – THE FROGMAN COMETH!
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Salesforce.com’s 28th generation, with 50 new features
19 out of 46 original advertised new features came from user ideas (41%!!!)
50 new features – now broken into blue and red!

3. SPRING 09 RELEASE – FORCE.COM FEATURES
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Key Features – Spring 09 Release

4. SPRING 09 RELEASE – SALESFORCECRM FEATURES
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Key Features – Spring 09 Release

5. SPRING 09 RE
What Is Standing Out ‐ Spring 09 Release
What We Are Going To Look At…
SFDC Function Object(s)
j () Level
ELEASE – AREAS O INTEREST FOR DEEP DIVE
Campaign Enhancements Campaign, Lead, Contact Easy
Partner Portal Enhancements Partner Portal, Activities, Cases Easy
Enhanced Page Editor Administration Easy
Email to Case as a Service Cases Medium
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6. SPRING 09 RE
Campaign Enhancements ‐ Spring 09 Release
Campaign Enhancements include:
• Campaign Members Related List
• New functionality with the Manage Members button
ELEASE – CAMPAIGN ENHANCEMENTS
• Manage Members page now utilized tabbed VisualForce page for easier, more intuitive traversing.
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7. SPRING 09 RE
Campaign Enhancements ‐ Spring 09 Release
Tips and Things To Remember:
• You must add the Campaign Members related list to the Campaign Page Layout.
• Utilize search functions to easily find new campaign members based on profiling (no need for reports!)
ELEASE – CAMPAIGN ENHANCEMENTS
• Manage Members – get used to the two tabs.
• Don’t don’t don’t forget to customize your Campaign Member Statuses!
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8. SPRING 09 RE
Partner Portal Enhancements ‐ Spring 09 Release
Partner Portal Enhancements include:
• Cases for Partners.
• Email for Partners.
ELEASE – SALESFORCE PARTNER ENHANCEMENTS
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9. SPRING 09 RE
Partner Portal Enhancements ‐ Spring 09 Release
Tips and Things To Remember:
• Cases for Partners required a Gold Partner license.
ELEASE – SALESFORCE PARTNER ENHANCEMENTS
• Cases can be used to new cases, case completion, assignment, escalation, reassignment and closure.
• Partners can not add assets to a case, or edit case comments.
• Remember to set permissions on the case and solution objects!
Remember to set permissions on the case and solution objects!
• Enabling email simply requires the profile right to Send Email
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10. SPRING 09 RE
Enhanced Page Editor ‐ Spring 09 Release
Enhanced Page Editor:
• New WYSIWYG Editor for page layout creation/editing.
• All on one page editing, with new features available from former layout editor.
ELEASE – ENHANCED PAGE EDITOR
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11. SPRING 09 RELEASE – ENHANCED PAGE EDITOR
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Enhanced Page Editor ‐ Spring 09 Release

12. SPRING 09 RE
Enhanced Page Editor ‐ Spring 09 Release
Tips and Things To Remember:
• The Enhanced Page Editor has issues with Chrome. Works with IE, Firefox and Safari (including 4)
• The enhanced page editor can be turned on/off – Customize/User Interface.
ELEASE – ENHANCED PAGE EDITOR
• When you choose a category/field, it highlights them on the page layout.
• You can choose other page layouts (if multiple are available) through the drop down at the top left.
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13. SPRING 09 RE
Email To Case As A Service‐ Spring 09 Release
Email to Case as a Service:
• Availability to receive emails and automatically create a case from the information.
• No need for on premise initialization files, long setup processes.
ELEASE – EMAIL TO CASE AS A SERVICE
• All the “hard” configuration handled by Salesforce!
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14. SPRING 09 RE
Email To Case As A Service‐ Spring 09 Release
To enable:
1. Figure out what email you will utilize (support@, help@, thisbites@ company.com
ELEASE – EMAIL TO CASE A A SERV
2. Enable Email to Case under On‐Demand Service section.
3. Create the routing address for the email to case (Customize, Cases, Email to Case)
4. Test!
Tips and Things To Remember:
• You can enhance Email to Case with Case Queues, Automatic Response, and Escalation rules.
• Before setting up, ensure you have a Default Case Owner and Automated Case Owner set.
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• Email to Case taps out at 2500 per day.
• The email that is sent stores the following information:
• Email is used to determine contact (uses first To, then CC, then BCC)
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• Subject line is used to populate Subject field.
• Email body is used to populate Description field.
• Case Origin and Priority Fields are set via the Routing Address.
• You can create multiple email addresses (good to handle SLA customers internal vs external)
You can create multiple email addresses (good to handle SLA customers, internal vs. external).
VICE
• If you aren’t using Cases/Solutions, this is a great time to do so!

15. SPRING 09 RELEASE – PLACES FOR INFO
Further Places For Information – Spring 09 Release
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Remember Successforce? It’s now salesforce.com community.
Great source of information, and much better at laying out so you can find it!!!
Great source of information and much better at laying out so you can find it!!!
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Easy site to remember – http://www.salesforce.com/community
Detailed release notes.
Detailed release notes.
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Great resource, and explains each new feature in detail.
Available at:
https://na1.salesforce.com/help/doc/en/salesforce_spring09_release_notes.pdf
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16. Further questions:
Irene Brodt Nik Panter
Email: irene@xlerate.ca Email: nik@xlerate.ca
Phone: 613.680.1489 Phone: 613.424.9535
Twitter: irenebrodt Twitter: gizmo_nik
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