Salesforce Spring '15 Release Overview Deck
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Transcript of Salesforce Spring '15 Release Overview Deck
Spring ’15 ReleaseOverview DeckChatter, Communities and Force.com
Sales & Service Cloud
Safe Harbor Statement
This document may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such risks or uncertainties
materialize or if any of the assumptions prove incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or
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previous and future acquisitions; the nature of our business model; our ability to continue to release, and gain customer acceptance of, new and
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Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
Any unreleased services or features referenced on our website, press releases, presentations or public statements are not currently available and
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Release Overview Deck – Purpose and Audience
Target Audience:
System Administrators
Developers (see Developer Appendix)
Business Sponsors
Executives
Trainers
Purpose: Provide customers with early visibility of the ________
release for proactive deployment planning.
Release Overview Deck – Content and Delivery
Suggested delivery method
Via webinar, in-person presentation, or verbally via
phone.
Not a stand-alone deliverable. A knowledgeable
salesforce.com employee must be present to deliver
this information.– Deck can be given to customer POST R0 with all notes removed.
NOTE: For a full list of features and functionality, please see the release notes.
Salesforce1 Reporting
Enhancements
Report notifications – receive threshold-based daily alerts
via Email, Chatter, or Salesforce1
Tablet-optimized version dashboards
Filtered and dynamic dashboards in Salesforce1
Reports are now natively available in Salesforce1
What are the Enhancements to Salesforce1 Reporting?
Get alerts based on
personal threshold
Notified via
Salesforce1, Email,
or Chatter
Doesn’t count
towards Scheduled
Report Limits
Limit – 5
subscriptions
per user
Available on
PE, DE, EE, UE
and PxE
Key Capabilities – Report Notifications
Purpose:
View up to three
columns of
dashboard in
landscape and
portrait mode on
tablet.
Audience:
All
Key Capabilities: Tablet Optimization
Scroll up and
down to see all
components in
each column
Purpose:
Interactively filter
report by tapping on
chart.
Audience:
All
Key Capabilities: Tablet Optimization
Interact with
chart or
legend on
side panel.
Select
multiple filters
from legend
by tapping.
Purpose:
To run dashboard as
someone else and view
results.
Audience:
All
Key Capabilities: Dynamic Dashboards
Search for user
to Run
Dashboard As
Tap on User icon in
action bar
Purpose:
Access reports from left
navigation.
Audience:
All
Key Capabilities: Direct Access to Reports
Tap on Reports
to view Most
Recently Viewed
Reports
Purpose: Two options
for refresh and rerun.
Audience: All
Key Capabilities: Refresh Dashboards More Easily
Tap re-run icon
in action bar
Make a
decision on
reloading latest
refresh or
re-running the
source reports.
Reloading by
Pull to refresh
will be faster.
Chatter Enhancements
Chatter
– Bundled Posts
– Consolidated Post Action
– Feed Post Actions
– Workflow Engine Support for
Feed Posts
– Emoticons
– Salesforce1 for Tablet
– Enhanced Follow Model
Files
– Files Connect
– Salesforce Files Sync
– Salesforce Files Administration
What are the Enhancements to Chatter?
Bundled Posts available in Salesforce1 Web and
Salesforce1 mobile:
When a series of changes to record data take place
within a short window of time, those changes are
bundled together as a summary post, thus making
users’ posts more prominent.
What are the Enhancements to Chatter? (cont.)
Bundled Post:
One post representing a
group of sequential
changes to the record
Consolidated Post Action available in
Salesforce1 Web and Salesforce1 mobile:
Allows users to attach files and links to the same
post in the Salesforce1 web application.
What are the Enhancements to Chatter? (cont.)
Attach Files and
include Links
Feed Post Actions available
in Salesforce1 Web and
Salesforce1 mobile:
Use the “Create New Task”
action from a post and follow
the conversation and files from
your task list.
What are the Enhancements to Chatter? (cont.)
Create New Task
available from Feed
Post Menu
Use the link on the post
to navigate to the task
that you created
And more…
Workflow Engine Support for Feed Posts:
– You may now use the Salesforce Workflow engine to kick off automation
based on Feeditem inserts. This feature only supports Feeditems and
not Comments.
Emoticons!
Salesforce1 for Tablet:
– Accessing Salesforce1 from your tablet’s browser gives you the Chatter
Feed in a new format designed for better user experience on larger
mobile formats.
– Enhanced Follow Model (Pilot):
• Now when you follow a person, you follow their activity instead of their
wall (i.e., posts by others on their Profile page). The new model shall
improve users’ engagement as they discover new content by
following posts in various groups and new conversations.
What are the Enhancements to Chatter? (cont.)
Files Connect provides:
New unified access to internal and external files in
Salesforce 1 web (one.app), providing users the ability to:
– Access the unified recent list of Files from the Files App in
stage left.
– Post an external file.
OneDrive for Business (announced December 17),
which lets Salesforce users access and share files from
Microsoft’s latest cloud-based content system.
What are the Enhancements to Files Connect?
OneDrive for Business (announced December 17) lets Salesforce users access and
share files from Microsoft’s latest cloud-based content system.
What are the Enhancements to Files Connect? (cont.)
Files Sync now supports:
Synchronizing files shared by others, directly from Chatter feed posts,
file lists, and file detail pages. Previously, users could only sync their
own files.
Users having up to 10,000 synced files.
Windows 8 and 8.1, and Mac OS X Yosemite.
What are the Enhancements to Salesforce Files Sync?
Files Sync Managed Version provides Salesforce Admins with the ability to silently
install Salesforce Files Sync to users’ desktops via MSI:
Deploy the Salesforce Files Sync client to your entire organization’s desktop machines.
Control who gets to install the desktop applications and when the client is upgraded.
.
What are the Enhancements to Salesforce Files Sync? (cont.)
What are the Enhancements to Salesforce Files?
Administrators can now configure Files
and Content in Setup under
Customize | Salesforce Files.
Files and Content Configuration
Members in Public Self-Service
Communities can attach files to their
Q&A posts.
Files and Communities
Salesforce Files now supports
Record Types and Page Layouts.
Previously, most customizable
objects supported Record Types and
Page Layouts, but Files did not.
Administrators can now set both of
these for Files and Content, using
the Record Types and Page Layouts
Setup pages in the new Salesforce
Files node.
What are the Enhancements to Files Administration?
Unified Record Types and Page Layouts replace Content Types
for Salesforce Files (Both Content and Chatter Files).
Chatter Enhancements Summary
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Bundled FTC Posts GA PGE, PE, EE, UE,
PxE, DE, PersonalN/A
Feed Post Actions GA PGE, PE, EE, UE,
PxE, DE, PersonalN/A
Consolidated Post GA PGE, PE, EE, UE,
PxE, DE, PersonalN/A
Workflow for Feeditems GA PGE, PE, EE, UE,
PxE, DE, PersonalN/A
Emoticons GA PGE, PE, EE, UE,
PxE, DE, PersonalN/A
Salesforce1 Tablet GA PGE, PE, EE, UE,
PxE, DE, PersonalN/A
Enhanced Follow ModelOpen
Pilot PGE, PE, EE, UE,
PxE, DE, PersonalN/A
Chatter Enhancements Summary (cont.)
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Files Connect for
OneDrive for BusinessGA
PEE, UE,PxE, DE
EmployCRM,
Chatter+,
Force light &
higher,
Employee
Community
Help Desk
Files Connect is also available in one.app GA P
P
(only for on premise)
EE, UE,PxE
Unified Setup Tree for Files GA P
GE, PE, EE, UE,
PxE, DEAll
Record Types and Page Layouts for Salesforce Files
P
GE, PE, EE, UE,
PxE, DE All
Available with the following Salseforce Licenses:
Salesforce Chatter Only Salesforce Platform Salesforce Platform Light
Salesforce Platform One Force.com — One App Force.com App Subscription
Force.com — Free Partner App Subscription Identity
Work.com only Ideas Only Siteforce Only
Knowledge Only
Chatter Enhancements Summary (cont.)
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Files Sync GA P EE, UE,PxE, DE
See below.
10,000 Files Support GA P
Windows 8 and 8.1, and
Mac OS X YosemiteGA P
Managed Version Open PilotP P
EE, UE,PxE, DE
REFERENCE: For a full list of Files features and
enhancements, please see the release notes.
Sales Cloud Enhancements
Collaborative Forecast
Notes
Sales Path
Exchange Sync
Duplicate Management
Salesforce for Outlook
What are the Enhancements to the Sales Cloud?
Forecast adjustments make forecasting more flexible by allowing users to make changes to
forecast rollup amounts. Sales managers can save time by adjusting the rolled-up forecast number
instead of each individual forecast number for every rep.
What are the Enhancements to Collaborative Forecasts?
Manager can now
adjust own total
forecast rather than
allocating adjustments
to subordinates. This
feature also extends
to sales reps to adjust
own forecast.
Lets all forecast users adjust their own forecasts with flexible
forecast adjustments.
Reps now have the power to make adjustments to their own
forecasts without changing the underlying opportunity value.
Sales managers can save time by adjusting the rolled-up
forecast number instead of each individual forecast number for
every rep.
Flexibility to adjust forecasts based on specific situations
Administrators can allow all forecast users, including both sales
reps and managers, to adjust their own forecast amounts.
What are the Enhancements to Collaborative Forecasts? (cont.)
It’s quick and easy. No more Post-its
and third-party text apps. Capture
your thoughts in just a few steps.
It’s optimized for sales. Keep your
notes private or relate them to
multiple Salesforce records of nearly
any type. You can even create tasks
right from your notes!
It’s cross-platform. Whether you’re on
a phone, tablet, or desktop, it’s easy
to create, view, and search notes
right from within Salesforce.
What are the Enhancements to Notes?
A “Note” publisher action is available in
the global Action Bar. With one tap of the
button, a sales rep can create a note with
Salesforce1.
What are the Enhancements to Notes? (cont.)
A blank note is created. This is
very similar to other consumer
note-taking apps. You can
enter a title and a body of text.
What are the Enhancements to Notes? (cont.)
Tap the body to enter text and show a
toolbar with rich text options, including a
bulleted list and a numbered list.
This note is also only visible to you, until
you relate it to other records. You can do
so by tapping “Relate Records.”
What are the Enhancements to Notes? (cont.)
You can relate a note to multiple
Salesforce records, even those for
custom objects. The Relate Records
panel displays your recent records.
You can also search for records.
What are the Enhancements to Notes? (cont.)
Sometimes you have action items in a
note. Right-swipe a line to easily create
a task for it.
Check out a list of tasks created from
this note by tapping the check mark.
What are the Enhancements to Notes? (cont.)
Access a list of notes from the left
navigation menu in Salesforce1.
What are the Enhancements to Notes? (cont.)
Notes are now reportable like Files and Contents.
Notes will also show up under Files, along with other file types.
Requires Chatter to be on for the org.
If you relate a note to a record, a Chatter feed will be automatically
inserted to that record. Whoever has access to the record will be able
to open and read the note.
Same note-taking experience on phone and tablet with Salesforce1.
This is an open beta. Administrators can turn on/off via Setup menu.
Once enabled, admin needs to manually add note actions and menu
item in order to have the best mobile experience.
Admin can disable the swipe gesture via the Setup menu (under
Activities Settings).
What are the Enhancements to Notes? (cont.)
With the Spring ’15 release, Sales
Path streamlines the sales process by
keeping reps focused on what they
need to do to push their deals
forward. Visualize stages in the sales
process and surface key fields and
relevant content based on the stage of
the deal.
What are the Enhancements to Sales Path?
NOTE: Only available in Salesforce1
At the beginning of the sales
process, there can be a lot of
information to capture, which
can be overwhelming for reps!
Sales Path makes it easy for
reps to capture the right
information at right time by
surfacing key fields based on
the deal stage.
Sales reps have a lot of
resources out there, but it can
be hard to provide them with
the right tools at the right time.
Sales Path helps reps focus on
what they need to do at each
stage. Provide best practices,
links to chatter groups & files,
and other relevant resources to
help them succeed in moving
the deal forward.
Onboarding new sales reps can
be challenging. They need to
learn the ins & outs of the sales
process, when to advance the
stage, what fields to populate &
when, and need help finding
the right sales materials. Sales
Path accelerates the
onboarding process by helping
reps visualize where they are in
the sales process and surfacing
key fields and relevant sales
content based on the
opportunity stage.
Capture key deal info at every stage
Relevant content when you need it
Quickly onboard new reps
What are the Enhancements to Sales Path? (cont.)
Sales Path Set Up for Admins
What are the Enhancements to Sales Path? (cont.)
New node in
Set Up
Enable Sales
Path for the org
Create a new
Sales Path
Select an
Opportunity
Record Type
Activate Sales
Path on Finish
Using Sales Path Step 1: Sales Path Name & Record Type
What are the Enhancements to Sales Path? (cont.)
Admin can add Rich
Text* such as best
practices, things to
consider, links to
files or groups
Opportunity Stages
for the selected
Record Type are
automatically added
Admin can add
Opportunity Fields*
that should appear
for that stage
NOTE*: You can select up to 5 fields and 1000 characters of text (including markup) per stage.
Using Sales Path Step 2: Add Fields & Rich Text
What are the Enhancements to Sales Path? (cont.)
That’s it! Sales Path will
now automatically appear
on the Opportunity Page
Layout in Salesforce1.
Using Sales Path Step 3: Finish
What are the Enhancements to Sales Path? (cont.)
Visualize the
sales process
Surface key
fields per
stage
Rich text for
guidance
Select “Mark
Stage as
Complete” to
advance the stage
Sales Path in Salesforce1
What are the Enhancements to Sales Path? (cont.)
Add up to 5 fields
that should appear
when the rep is in
that stage
Quickly edit key
fields without editing
full Opportunity
Sales Path in Salesforce1–Edit Fields
What are the Enhancements to Sales Path? (cont.)
Add up to 5 fields
that should appear
when the rep is in
that stage
Peek ahead to see
relevant fields &
guidance for future
stages
Select “Mark as
Current Stage” to
update the stage
Sales Path in Salesforce1–Peek Ahead
What are the Enhancements to Sales Path? (cont.)
Select the Closed
Stage
Sales Path in Salesforce1–Close Opportunity
What are the Enhancements to Sales Path? (cont.)
Keep the contacts and events
in your users’ Exchange-
based email systems in sync
with contacts and events in
Salesforce, without requiring
your users to install and
maintain software on their
workstations.
What are the Enhancements to Exchange Sync?
How it works: Server-to-Server
What are the Enhancements to Exchange Sync? (cont.)
Feature overview: Server-based sync engine benefits
What are the Enhancements to Exchange Sync? (cont.)
Server-to-Server sync — runs in the background, always working
Any device — Windows, Mac, iOS, Android
Easy on IT — nothing to install, central management
Exchange Sync
Configurations:
Set up sync directions,
behaviors, and filters for
different user populations
What are the Enhancements to Exchange Sync? (cont.)
Exchange Sync Status Admin
Setup allows overview of org-
wide and user-specific
sync status
What are the Enhancements to Exchange Sync? (cont.)
Sales Manager wants a record in Salesforce of Sales Reps’
customer meetings (events)
Meeting Scheduler wants to set up events in Salesforce and
have them appear in Sales Reps’ Outlook
Sales Rep needs customer contact info available outside of
Salesforce
IT Professional needs to enable a sync technology for a diverse
set of devices and OSs
Sample Use Cases
Duplicate Warning & Blocking has been a top request on
the Idea Exchange for many years now. Gartner says the #1
reason for failed CRM implementations is bad data. CRM
customers expect a warning or blocking of duplicate creation,
based on matching logic that they can configure. This can
increase efficiency for your teams, improve overall data quality
and improve accuracy in forecasting.
Duplicate & Matching Rules: Administrators can configure
matching rules for what constitutes a duplicate and duplicate
rules for what Salesforce.com should do when a duplicate is
found; these options include blocking, alerting, and reporting.
Duplicate Alerts: End users in sales, marketing, and
operations will be alerted if they are creating a duplicate,
whether working in the traditional Salesforce desktop UI or in
Salesforce1. Matching records are presented to the user so
they can work with an existing record instead of creating a
duplicate.
What are the Enhancements to Duplicate Management?
Does your sales operations
team sometimes feel they’ve
got a second full-time job
managing data quality?
With the duplicate insertion
problem under control, sales
operations can spend less time
on data stewardship and more
time on their real jobs.
Does it frustrate your sales
team to have to hunt through
CRM to make sure a record
doesn’t already exist before
creating a new one? Do they
even bother?
Duplicate alerts save time by
notifying your users of
existing records when &
where they’re creating new
ones.
You’re doing business with
one company but you
wouldn’t know it because
your team is logging
opportunities to duplicate
accounts all over your CRM.
Sales management can have
greater confidence in
forecasts knowing there
aren’t two or three of every
account or contact appearing
in their reports.
Better Data Quality Greater Forecast Accuracy Increased Efficiency
What are the Enhancements to Duplicate Management? (cont.)
What are the Enhancements to Duplicate Management? (cont.)
Cross-object duplicate rules
What are the Enhancements to Duplicate Management? (cont.)
Support for custom objects
What are the Enhancements to Duplicate Management? (cont.)
Match rules support picklists
What are the Enhancements to Duplicate Management? (cont.)
Field mapping
Summary: Improvements in GA (since the beta)
Theme Enhancements
Cross-object
duplicate rules
Can now create duplicate rules that compare records of different object types
(lead to contact, lead to account, …)
Duplicates are highlighted in desktop and S1 mobile user interface
Custom objects Improved standard match rules are now available in all beta orgs
Custom rules now include fuzzy matching options
Match rules now support lookup fields (i.e., “company name” on contacts)
Improved performance for batch processing
Field mapping Duplicate report action flags records as dupes when they’re inserted
Duplicate record sets store groups of duplicates in Salesforce
Available to UI, API, and custom report types via user profiles
Lead Convert All rule setup is now consolidated in one place, under Data.com Administration
Help and training content available throughout the application
Error logging for failed match requests is now available in setup
Recurring Salesforce tasks now sync to Outlook.
Recurring tasks updated in Outlook don’t sync back to Salesforce.
The side panel now matches addresses from Outlook email recipients on all email fields from Salesforce contacts and leads—even custom email fields.
Sales users are more likely to find Salesforcerecords related to people included on Outlook emails.
Admins can now indicate whether emails added to person accounts are done so as contacts or accounts.
Helps admins preserve business logic by ensuring emails added to Salesforce records occur the way admins expect.
Sync Recurring Tasks
Contacts and Leads in the Side Panel
Add emails to person accounts
What are the Enhancements to Salesforce for Outlook?
When enabled, sales users can add an email to multiple accounts, opportunities, cases, or custom objects.
In Salesforce, the email is saved in as many tasks as there are associations.
Add emails to multiple records that
accept tasks
Sync recurring Salesforce tasks to Outlook
What are the Enhancements to Salesforce for Outlook? (cont.)
Here’s a daily recurring
task series in the
Salesforce list view
showing tasks due
this month.
Sync recurring Salesforce tasks to Outlook
What are the Enhancements to Salesforce for Outlook? (cont.)
Here’s the same recurring
task in Outlook, in the view
showing tasks due today
and tomorrow.
We don’t support adding
Outlook recurring tasks
to Salesforce records.
Find more contacts and leads in the side panel
What are the Enhancements to Salesforce for Outlook? (cont.)
Here are the email addresses for
Steve. The side panel displays
contact details regardless of
whether the contact sends an
email from their corporate or
personal email address.
Add emails to person accounts
What are the enhancements to Salesforce for Outlook? (cont.)
According to settings in the Outlook configuration, adding an
Outlook email to a Person Account is done as either:
An account, appearing in the Salesforce task’s Related To field
A contact, appearing in the Salesforce task’s Name field
The task fields for
Related To and Name
Add emails to multiple Salesforce records that accept tasks (besides contacts)
What are the Enhancements to Salesforce for Outlook? (cont.)
We create one task for
each association in
Salesforce.
Add an Outlook email to multiple
accounts using the side panel.
Additional Resources
Google Search: Salesforce for Outlook Release Notes
Google Search: Salesforce for Outlook System Requirements
Success Community Group: Official: Salesforce for Outlook
Quick Start guide: bit.ly/SFOqs (case-sensitive)
What are the Enhancements to Salesforce for Outlook? (cont.)
Communities Enhancements
Community Builder
Setup and Community Management Console
Enhancements to the Napili Template
What are the Enhancements and Additions to Communities?
Users creating a new community will be taken through an improved setup experience.
Add a new community to trigger the Starter Wizard.
Choose a template.
What are the Enhancements to Community Builder?
Use the Branding Editor to
customize the template.
Choose a palette to quickly
change colors.
Update colors using the
branding editor, then review
live on the canvas.
Get branding done faster by
uploading your company
logo and automatically
generating a color palette
for your community.
What are the Enhancements to Community Builder? (cont.)
Once your community setup is complete:
Use new Page Editor and associated Property Editor to modify the various components on a page
within a community to update text labels, pick the number of results to display, and more.
What are the Enhancements to Community Builder? (cont.)
Once your community setup
is complete:
Use the new Settings area to
get important info about the
current template and links to
add data.
Receive notifications about the
availability of new templates.
Try out new templates for
published communities by
upgrading the current
community to the new template
and reverting to the previous
one if the new template does
not meet your needs.
What are the Enhancements to Community Builder? (cont.)
Community setup and
management consolidated into
the Community Console, where
Community Managers can view,
analyze, manage, and act on
community information.
New features:
Setup overlay moved to console
Streamlined wizard-based flow
Intelligent navigation options
Enhanced overview page
New files moderation page
Topic Management (beta)
Custom Recommendations
What is the new Setup & Community Management Console?
Based on customer feedback, we’ve
made some enhancements to the Napili
template that includes Cases,
Knowledge, and Questions in the feed.
Summary of new features:
Community Leaderboard
Trending and Related Topics
Enhanced Profile with User and Email
Settings, Reputation, Follow and
Activity feed
Configurable photo visibility settings
Add/Remove topics after posting,
Follow Topic
Case Feed vs. case comments (pilot)
What are the Enhancments to the Napili Template?
Communities Enhancements Summary
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Community Builder GA P EE, UE,PxE, DE Communities
Community Management
Console
GA (1 beta
feature) P EE, UE,PxE, DE Communities
Napili Template Enhancments GA P EE, UE,PxE, DE Communities
REFERENCE: For a full list of Communities features
and enhancements, please see the release notes.
Service Cloud Enhancements
Salesforce Console for Service Enhancements
Macros (Agent Productivity)
Social Customer Service Starter Pack
Service Communities Enhancements (Question-to-Case)
Business Continuity with Org Sync
SOS (Pilot)
What are the Enhancements to the Service Cloud?
Users can:
Use new keyboard shortcuts.
Rearrange console tabs.
Access several console features automatically.
Adopt new system recommendations.
Administrators can:
Clone console apps.
Assign an automatic height and width to stacked components.
Let users customize navigation tabs.
What are the Enhancements to the Console for Service?
When working on a case, the pinned list can take up valuable real estate. The Shift+N keyboard shortcut
allows users to quickly collapse and expand a pinned list.
The new zoom keyboard shortcut (Z) is an awesome utility that quickly allows users to collapse the header,
footer, and pinned list in a single click!
Console for Service: Keyboard Shortcuts for Users
Header and footer
Pinned
list
No pinned
list
No header and footer
Ctrl+click is an incredibly useful feature that allows console links to be opened in the background. It allows
users to open several tabs in succession without losing focus on what they are currently viewing.
Console for Service: Keyboard Shortcuts for Users (cont.)
Ctrl + 00001140
and 00001292
You can now drag and drop tabs to any position in their tab strip. This is useful when users have tabs that
they frequently access.
Console for Service: Drag and Drop Console Tabs
Drag tab to left
We are now enabling the following features for all customers.
Save User Sessions (remember users’ workspaces)
Enable Multi Monitor (allow pop out of components)
Enable Keyboard Shortcuts (allow users to use keyboard shortcuts)
Console for Service: Auto Enable Console Features
The Console clone feature allows administrators to duplicate consoles very quickly. This is increasingly
handy as more configuration options are added.
Console for Service: Clone Console Apps
The minimum width and height features for standard console components ensure that there is at least
enough real estate for a component to be usable. If there isn’t, the component simply collapses itself.
When expanded again, it expands to the minimum required real width or height.
Console for Service: Responsive Sidebars
Reduce from this width… …to this width.
With Spring ‘15, any
sidebar region can be
collapsed using the
‘Shift + arrow’ keys.
Support agents can now save time by performing multiple actions in one click. For example, opening
the email action, selecting a template, sending an email, and changing the Case status can be done in
just one Macro.
You can search and execute a Macro from the Macro widget only available in the Salesforce console.
Macros can be created by an administrator or any user who has permission in his profile.
Open the Macro widget with a simple keyboard shortcut.
Watch each Instruction being performed.
Each Instruction is being executed in the Console in real time.
Agent is guided in the Macro creation process.
Macros can be shared manually or via sharing rules.
What are Macros?
Open the Macro widget with a keyboard shortcut (M) from within the Console.
Use the Macro Widget to Search, Create, and Run a Macro
The lightening bolt icon
indicates that the
macros performs an
action—such as
sending an email—that
cannot be un-done.
Enter some letters
from the macro’s
name to search for it.
Create a brand new
Macro using this link.
Run, Edit and
View Buttons
Collapse the
Instructions.
Agents or administrators can create Macros.
Creating a Macro is Easy!
Macro Name (only
searchable field)
The Description will
display below the Macro
Name in the Widget.
Click done to validate the
current Instruction and add a
new Instruction below
Create a new instruction
in the same context than
the previous instruction.
Hover over the step
number to Delete, Reorder
or Add a new instruction.
The first macro instruction
specifies the tab that the
macro acts upon.
Administrators can turn on Social Customer Service in just minutes. Connect
your Facebook and Twitter accounts directly from Salesforce and deliver
social customer care without a separate Radian6 account.
Social Customer Service Starter Pack is GA!
Create account
with no login
required.
Add social
accounts.
Start and stop data
sources directly
from Salesforce.
Create Cases from Questions in Chatter with Questions-to-Case.
If a question in Chatter isn’t resolved, moderators can escalate the
question to a case directly in the feed.
Service Communities Enhancements: Escalate Questions to Cases
Moderators can access Escalate
to Case from the overflow menu
on the feed item. The escalation form
fields and default values
can be configured.
NOTE: Question-to-Case is available in the full Salesforce site and the Salesforce1
mobile browser app, as well as in Communities where Chatter Questions is enabled.
Respond to escalated questions without ever leaving the Console.
Service Communities Enhancements: Manage Escalated Questions
The entire question and all
current answers are included in
the associated case feed.
With the Community publisher,
agents can respond directly on
the question in the community.
Question
information is
automatically
included in the
case details.
Agents can mark an answer as
‘Best’ if someone in the community
has already answered the question.
Build workflow rules or use the Lightning Process Builder
to automatically create cases from questions that meet
specified criteria.
Service Communities Enhancements: Automate Escalation of Questions
The Escalate to Case feed
action is available to use
within flows and processes.
Custom flows and processes can be
built to create cases from questions
based on criteria such as number of
likes, best answer, and content.
Organization Sync lets you set up a secondary, synced Salesforce organization
where users can work when your primary organization is unavailable.
How Can You Promote Business Continuity with Org Sync?
2) PUBLISH
objects and fields
to be
synchronized
3) SUBSCRIBE to
Objects and Fields
from second org
1) Setup metadata
and users in
second org
4) Perform an Initial
Sync of historical
data, as required
Primary Org Secondary Org
Repeat steps 2 and 3 from
secondary to primary for a
2-way synchronization
With SOS, companies can now deliver immediate, personalized and contextual mobile support on the
devices and platforms their customers use everyday! In one click, mobile customers can connect to an
agent via video chat and in-app screenshare.
What is SOS? (Pilot)
Presence Widget
is added to
Console.
Presence status set
to ‘Online’ allows
agents to accept
SOS sessions.
Customer
Context
Agent can ‘Accept’
to launch SOS
session.
Use Omni-
Channel
routing to
‘PUSH’ SOS
sessions to
agents.
SOS Native Integration in the Console (Pilot)
SOS
Widget
SOS Session
Object Tab
Benefit from a collaborative and shared service experience.
SOS Session User Interface (Pilot)
Agent
Annotations
Agent
Annotations
Agent UI
Customer UI
Agent
AnnotationsScreenshare
Draggable
Video
Container
Movable
Video
Container
Record and track all metadata related to the SOS session.
SOS Session Object (Pilot)
Activity
Tracker
Session
Details
Force.com Customization
Enhancements
Lightning Process Builder
Security and Identity Enhancements
AppExchange Store Builder
What are the Customization Enhancements to Force.com?
Lightning Process Builder lets you automate
business processes using a visual interface.
Processes allow you to execute action groups
when certain conditions are met.
Action groups can consist of immediate and
scheduled actions.
Capabilities include:
Creating a record.
Updating fields on records or any related record.
Launching a trigger-ready flow as an immediate
or scheduled action.
Sending an email.
Posting to Chatter.
Submitting for approval.
Triggering Apex.
What is Lightning Process Builder?
Prior to Process Builder, you had to use Visual Workflow or
Apex to create a record, update fields on any related record,
post to Chatter, or submit a record for approval.
What Actions are Supported by Lightning Process Builder?
Prior to Process Builder, you had to use Visual Workflow or Apex to create
a record, update fields on any related record, post to Chatter, or submit a
record for approval.
Actions Description
Create a record Create a new record.
Update records Update fields on records or any related records.
Send an email Send an email using an email alert.
Post to Chatter Post to the feed of a user, a Chatter group, or the record that started
the process.
Use a quick action Use an object-specific or global action to create a record, update a
record, or log a call.
Submit for approval Submit a record for approval without requiring users to submit manually.
Launch a flow Launch a trigger-ready flow to automate complex business processes.
Call Apex Call an Apex method to add customized functionality.
Login Forensics
Custom SAML just-in-time provisioning
Advanced Auth protocols for Mobile SDK and S1 on iOS
API client whitelisting
Global Auth providers
Identity Management
What are the Enhancements to Security and Identity?
Login Forensics provides enterprise security with the ability to perform
forensic reports on their users to validate their legitimacy.
Pilot features include:
API First: API first enables you to build your own integrations to DLP (Data
Loss Prevention) and other Business Intelligence systems like Splunk.
Extensible Login Events: Whether it’s through the web, desktop, mobile,
or API-backed application using Connected Apps, Adminstrators can easily
track who the user is using any number of simple-to-understand attributes
like their browser, computing platform, and IP address, as well as your own,
using HTTP Headers and JSON-based fields.
Automated Roll-Up Metrics: Every hour, login events are rolled up into
metrics which can be kept on the platform for long periods of time in order
to more easily discover that needle in the haystack without combing
through large amounts of log data.
Login Forensics
The LoginEvent object
provides attributes for identifying
the user.
The AdditionalInfo field of
the object contains information
gathered from HTTP Headers –
including any custom attributes
you provide.
Login Forensics: LoginEvent object
PlatformEventMetrics
object provides aggregation of
data for analysis.
The MetricValue field shows
roll-ups based on the hour for
various MetricType values.
Login Forensics: PlatformEventMetrics object
Control and customize just-in-time user
provisioning logic during SAML single sign-on
using an Apex class.
Create a class that implements the SamlJitHandler interface.
or
Have the Salesforce application generate an
Apex class that contains a basic end-to-end
flow for you to customize.
Custom SAML Just-In-Time Provisioning
Restrict all API client applications,
such as the Data Loader, to require
administrator approval.
Builds on the Connected Apps framework
allowing an administrator to approve or
block individual client applications.
Note: Users with the “Use any API
Enabled” permission will still allow the
user API access through any client.
API Client Whitelisting
Contact Salesforce to enable
API Client Whitelisting.
Two options for setting up key
values when configuring a
Facebook, Salesforce, LinkedIn,
Twitter, or Google Auth. Provider:
Let Salesforce automatically
create key values.
Provide values from your own
third-party application or
connected app.
Global Authentication Providers
Leaving these fields empty will allow
Salesforce to create and manage
values for an Auth. Provider.
Note: This change will not be available until March 2015.
Administrators can:
Automate the tasks of creating, updating,
and disabling user account information
across all applications using Salesforce
as an Identity Provider.
Centrally view information about user
accounts across all applications (such as
Google, Box, and other Salesforce orgs)
for a given user.
Run “who has access to what apps” report
for SOX reporting and other audit and
compliance needs.
Automate user provisioning into various
apps using Active Directory (AD) using
Salesforce Identity Connect to provision
users into Salesforce; then Salesforce can
provision user accounts into other apps.
Identity Management Enhancements
Build your own app store:
Deliver any app to partners,
customers, and employees
Create a custom branded
experience
Measure adoption with built-
in analytics
Integrate with the Customer
Success Platform
Extend with 3rd-party apps
and services
Introducing: AppExchange Store Builder
Get it today for free on the AppExchange!
Force.com Customization Enhancements Summary
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Lightning Process
BuilderGA P UE, EE, DE,
Login Forensics Pilot PPxE, UE, DE, Database.com
Full CRM
Custom SAML Just-In-Time Provisioning GA P PxE, UE, EE, DE n/a
Advanced Auth protocols for Mobile SDK and S1 on iOS
GA PGE, PE, EE, UE,
PxE, DEn/a
API Client Whitelisting GA P P PE, EE, UE, PxE, DE n/a
Global Authentication Providers
GA P PE, EE, UE, PxE, DE All except
User Provisioning GA P EE, UE, PxE, DEAll except
Chatter Free
AppExchange Store Builder
GAEE, UE, PxE, DE,
Force.comAt least Identity
REFERENCE: For a full list of Force.com features
and enhancements, please see the release notes.
Force.com Development
Enhancements
Lightning Component Framework
What are the Development Enhancements to Force.com?
The Lightning Component Framework is a component-based UI framework. Developers will be able
to create components that integrate directly into Salesforce1, providing better access to features and
optimizations versus earlier offerings.
The Lightning Component Framework:
– Is NATIVE to the platform.
– Is INTEGRATED with Salesforce1.
– Provides a CLOUD-BASED IDE.
– Has a RICH feature set.
– Supports OTHER JavaScript frameworks!
Components:
– Are stored as METADATA.
– Are available in commercial AppExchange libraries.
Salesforce1 is built using Lightning Components.
What is the Lightning Component Framework?
Build applications by assembling components created
by you and other developers.
Application
Component 2
Component 3
Component
4Component 5
Force.com Enhancements Summary
FeatureRelease
Type
Automatically visible to all users. No setup
required.
Automaticallyvisible to all Admins. No
setup required.
Not automaticallyvisible. Feature
is available but requires some setup.
Contactsalesforce.com to
enable this feature.Salesforce Edition
SalesforceLicense
Lightning Components Beta PEE, PxE, UE, DE,
Database.com n/a
REFERENCE: For a full list of Force.com features
and enhancements, please see the release notes.
Thank you