Summer ’15 Release Preview

Instantly turn insights into action with the Customer Success Platform With the Summer ’15 release, gain powerful insights about your business and then instantly take action, so you can connect with your customers, employees, and partners like never before. Harness the power of the Customer Success Platform to get the insights you need to move your business faster.

Note: Any unreleased services or features referenced in this or other 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. April 23, 2015

Analytics Cloud

Sales Cloud

Service Cloud

Salesforce1 Platform

Marketing Cloud

Community Cloud

Analytics Cloud for Apple Watch

Wave Mobile Connector

Wave Mobile Dashboard Designer

Wave Links

Wave REST API

Sales Cloud Engage

Data.com Prospecting Insights

Partner Report Management

Cumulative Forecast Rollups

Salesforce App for Outlook & Exchange Sync

Omni-Channel

SOS

Bulk Macros

Live Agent Chat Conferencing

Community Case Feed

Platform Encryption

Lightning App Builder

Lightning Components

Lightning Connect Salesforce Connector

Heroku Enterprise

Dynamic Send Preview for Marketing Cloud

Connector

Triggered Sends for Marketing Cloud

Connector

Trust for Marketing Cloud

Social Listening/Customer Care in Social Studio

Active Audiences for Facebook & Twitter

Advertising

Files Connect for Salesforce1

Files Connect for Google Drive

Custom Recommendations

Edit Feed Post

Chatter Group Notifications in

Salesforce1

Summer ’15 Favorite Features 225+ New Features

Analytics Cloud for Apple Watch

Wave Mobile Connector

Wave Mobile Dashboard Designer Wave Links Wave REST API

Gain incredible insights with just a glance

Import data sets on the fly Build dashboards from your phone

Interact seamlessly between the Wave and the S1 Mobile App

Tap into the power of the underlying Wave Platform

Empower anyone in your business to access the most relevant, and timely business data - instantly from their wrist. Now, you can just swipe to review your key metrics, tap to explore dashboards, or use Voice Search to surface vital information when on the move.

Target User: All Users How to Enable: Auto-Enabled Product: Analytics Cloud Click here to learn more.

With a single tap, you will now be able to import raw data files, such as a CSV file, into the Wave mobile app, transforming data into interactive visualizations that can be explored instantly—directly on your phone.

Target User: All Users How to Enable: Auto-Enabled Product: Analytics Cloud Click here to learn more.

Now you will be able to create an entire analytics dashboard using any data source—directly from your phone. With just a few taps, a data set will be transformed into a variety of interconnected charts and graphs, each woven together so they dynamically change as you interact with them.

Target User: All Users How to Enable: Auto-Enabled Product: Analytics Cloud Click here to learn more.

The Salesforce1 Mobile App—or any custom or partner app built on the Salesforce1 Platform—will be able to connect directly to specific data sets, charts or dashboards in the Wave mobile app. Now, it is easier than ever for you to run your business from your phone.

Target User: All Users How to Enable: Auto-Enabled Product: Analytics Cloud Click here to learn more.

Partners, developers and customers alike can now tap into the power of the underlying Wave Platform, through the REST API. From sending queries, to accessing datasets - leverage the Wave platform capabilities just like Salesforce has for the Wave mobile app and browser user interface. Target User: Partners, Developers How to Enable: Contact Salesforce Product: Analytics Cloud (Pilot) Click here to learn more.

Understand your customers in a whole new way

Analytics Cloud Favorite Features

Sales Cloud Engage

Data.com Prospecting Insights

Partner Report Management

Cumulative Forecast Rollups

Salesforce App for Outlook & Exchange Sync

Accelerate sales by turning your reps into their own marketers

Start a smarter conversation with Data.com insights

Enable your partners to create their own reports to sell smarter

Gain greater clarity around what deals you can expect to close

Seamlessly connect Salesforce with Office 365

Sales Cloud Engage unites the power of Salesforce1 Sales Cloud and Pardot marketing automation into a new solution that empowers sales reps to connect with customers in entirely new ways. Detailed activity tracking and tailored Sales Campaigns allow sales reps to advance customers through the sales process faster - all from their mobile device or CRM.

Target User: Sales Reps How to Enable: Contact Salesforce Product: Pardot.com Click here to learn more.

Data.com Prospecting Insights makes it quick and easy for a rep to get up-to-speed on the latest trends in their prospect’s industry. Call preparation questions crafted by industry experts help guide reps' discovery. Information about industry opportunities deepen the reps' understanding of the customers, like never before.

Target User: Sales Reps How to Enable: Admin-Enabled Product: Data.com Click here to learn more.

Customers using a Channel Sales community can now give their partners the ability to create and manage their own reports. Partners can leverage the report insights to encourage community adoption and drive stronger channel sales.

Target User: Sales Ops, Sales Managers, Channel Sales How to Enable: Admin-Enabled Product: Sales Cloud Click here to learn more.

Cumulative Forecast Rollups give sales managers real-time views of the actual sales numbers that they are going to bring in for the month or quarter. By setting the forecast columns to show the cumulative amounts from the opportunities in the named category as well as the subsequent categories in your pipeline, you can forecast more accurately.

Target User: Sales Managers, Sales Ops How to Enable: Contact Salesforce Product: Sales Cloud (Pilot) Click here to learn more.

With Salesforce in Office 365, see your contacts' business details in context while reading your emails. Be more efficient by creating new records directly in Salesforce without leaving your workspace. Also, seamlessly keep all your information synchronized between Salesforce and your Exchange server. Target User: Sales Reps How to Enable: Admin-Enabled Product: Salesforce for Microsoft (Beta) Click here to learn more.

Sell in a whole new way Sales Cloud Favorite Features

Omni-Channel SOS Bulk Macros Live Agent Chat Conferencing

Community Case Feed

Deliver smarter service by pushing the right cases to

the right agents, at the right time

Embed support into every mobile app for instant, live,

in-app guidance

Ensure no question goes unanswered in

your community

Solve cases faster by leveraging multiple agents in

one chat session

Go beyond plain text to dynamically interact with your

customers

With Omni-Channel, companies can dynamically push work to the right agents based on skill set and case history. They can control which cases their agents take and in what priority, and they have the ability to identify which agents are available, capable, and have capacity to handle incoming work.

Target User: Support Managers, Agents How to Enable: Admin-Enabled Product: Service Cloud Click here to learn more.

SOS allows companies to embed a help button in any mobile app. In one click, customers are connected to an agent via one-way video chat and two-way audio. Agents can provide in-app guidance and personalized support from anywhere. Agents can access cases from all channels and gain a 360 view of the customer right from the Console.

Target User: Customers How to Enable: Contact Salesforce Product: Service Cloud Click here to learn more.

Macros are quick shortcuts that allow agents to perform multiple actions in one click, improving productivity. Users can now execute Macros on multiple records at once from a list view. In this release, we support Macros that only contain Quick Actions and Email instructions.

Target User: Support Managers, How to Enable: Auto-Enabled Product: Service Cloud Click here to learn more.

With Chat Conferencing, agents are able to swarm complex issues by pulling other agents into their chat sessions. The visitor gains access to multiple experts at once, and agents can leverage real-time collaboration to expedite case resolution time.

Target User: Agents How to Enable: Admin-Enabled Product: Service Cloud Click here to learn more.

Agents and customers can now view all interactions on a case, regardless of channel, in one chronological feed. Agents can save time by communicating with customers in a community via the same case feed used to collaborate on a case internally. And, we've woven in the collaboration tools of Chatter to help agents streamline interactions with customers.

Target User: Agents, Customers How to Enable: Admin-Enabled Product: Service Cloud Click here to learn more.

Service in a whole new way Service Cloud Favorite Features

Platform Encryption

Lightning App Builder

Lightning Components

Lightning Connect Salesforce Connector

Heroku Enterprise

Natively encrypt data in rest

Easily build custom apps for any device

Create mobile apps and pages faster than ever

Connect data across multiple Salesforce orgs in real time

Build engaging customer facing apps with enterprise-grade control

Platform Encryption lets customers encrypt sensitive data on the Salesforce1 Platform including standard objects, custom objects, and attachments. With strong standard-based encryption built natively into the Salesforce1 Platform, customers can now quickly and easily set up encryption and continue to use Salesforce functions such as global search, validation rules, and lookups.

Target User: Admins, IT How to Enable: Contact Salesforce Product: Salesforce1 Platform Click here to learn more.

Lightning App Builder allows anyone to build apps that run on desktops, mobile devices, tablets, and wearables. Using a drag-and-drop library of easily configurable components, declarative developers and admins can visually build apps on a canvas before deploying them instantly.

Target User: Admins How to Enable: Auto-Enabled Product: Salesforce1 Platform Click here to learn more.

Extend the power of the Lightning App Builder with Lightning Components. Lightning Components are customizable, responsive building blocks that can be reused across apps and pages. Easily use components from Salesforce, build your own components, or get pre-built Components from Salesforce partners on the AppExchange.

Target User: Admins, Partners, Developers How to Enable: Admin-Enabled Product: Salesforce1 Platform Click here to learn more.

Lightning Connect Salesforce Connector allows you to connect your data across Salesforce orgs so you can have a complete view of your business. Now you can access accurate data in real time without copying data. And, you can quickly setup the data connection in just minutes, with point and click tools.

Target User: Admins, IT How to Enable: Contact Salesforce Product: Salesforce1 Platform (comes with Lightning Connect) Click here to learn more.

Heroku Enterprise gives development teams collaboration functionality, control features and the enterprise-grade support they need to build engaging customer-facing apps at production scale. Create rich pixel-perfect apps with open source languages like Node, Ruby, and Java that easily connect into your Salesforce business processes.

Target User: Developers, IT How to Enable: Contact Heroku or Salesforce Product: Heroku Click here to learn more.

Engage customers with apps Salesforce1 Platform Favorite Features

Dynamic Send Preview for Marketing Cloud

Connector

Triggered Sends for Marketing Cloud

Connector Trust for Marketing

Cloud

Social Listening/Customer Care in

Social Studio

Active Audiences for Facebook & Twitter

Advertising Easily preview dynamic and

personalized emails directly from Sales Cloud and Service Cloud

Easily send automated emails directly from Sales Cloud and

Service Cloud

Deliver even better customer experiences

Build deeper connections with your social customers

Advertise based on a single view of your customer

Marketing Cloud Connector allows customers to send Marketing Cloud emails to a Salesforce Contact, Lead, or Person account records. The new Dynamic Send Preview feature enables Marketing Cloud Connector users to preview emails with dynamic personalized content before the email is sent, directly from within the Sales Cloud and/or Service Cloud.

Target User: Admins, Sales, Marketing How to Enable: Admin-Enabled Product: Marketing Cloud Click here to learn more.

Leverage the power of Triggered Sends for Marketing Cloud Connector to send your customers engaging emails. You can now send welcome emails to new customers, confirmation of purchase emails, and email list opt-in confirmation messages - all automatically.

Target User: Admins, Sales, Marketing How to Enable: Admin-Enabled Product: Marketing Cloud Click here to learn more.

Marketing Cloud strives to be your most trusted marketing platform by prioritizing quality and increased security. With the Marketing Cloud's focus on Trust, you can expect to see increased security measures, better overall experience, and a continued focus on customer success.

Target User: All Marketing Cloud Users Product: Marketing Cloud

It all starts with listening. Now you can keep your marketing content relevant with real-time market intelligence and analyze brand conversations on your social properties. You can engage with customers and prospects on their journey with your brand, taking it all on the go with the Social Studio mobile app. Also, you can now execute social care strategies to help increase customer satisfaction with Service Cloud.

Target User: Marketers, Community Managers, Customer Service How to Enable: Contact Salesforce Product: Marketing Cloud

Click here to learn more.

With Active Audiences, marketers can now target customers with engaging ads, by creating detailed segments directly from the Marketing Cloud. Also, with seamless integration with Facebook and Twitter, marketers can support their customer journeys in a whole new way.

Target User: CBU/EBU Customers How to Enable: Contact Salesforce Product: Marketing Cloud Click here to learn more.

Market in a whole new way Marketing Cloud Favorite Features

Files Connect in Salesforce1

Files Connect for Google Drive

Custom Recommendations Edit Feed Post

Chatter Group Notifications in

Salesforce1 Access SharePoint and OneDrive files when you are on the go

Seamless access to Google Drive files, anywhere

Easily highlight and recommend content to community members

Easily edit feed posts after they have been posted

Never miss a post from your most important groups

Now Salesforce Files Connect for SharePoint and OneDrive is available in the Salesforce1 Mobile App. Discover, view and share files stored in Microsoft SharePoint or OneDrive from the Salesforce1 Mobile App.

Target User: Salesforce1 Mobile App Users How to Enable: Contact Salesforce Product: Community Cloud Click here to learn more.

The Summer '15 release adds Google Drive integration to our already successful Microsoft SharePoint and OneDrive integrations. Now any Google Drive file can immediately be connected to Salesforce and accessed via desktop or the Salesforce1 App. Files can now be mobile and social by attaching them to records, sharing them with groups, or by placing them in the feed.

Target User: All Users How to Enable: Contact Salesforce Product: Community Cloud Click here to learn more.

Drive members to specific groups, files, or actions with custom recommendations. Community managers and admins can create and manage recommendations right within the Community Manager Console. Recommendations can be featured either in the feed or in the new recommendation widget in the community templates.

Target User: Community Managers, Community Admins How to Enable: Auto-Enabled Product: Community Cloud Click here to learn more.

Ensure your feed posts are accurate and up-to-date with feed post editing. Now any user can edit their own feed posts after they have been posted. Record owners can edit any post on records they own – no matter who created the post. Also, admins can edit posts and manage editing permissions to grant editing rights to specific individuals.

Target User: All Users How to Enable: Auto-Enabled Product: Community Cloud Click here to learn more.

Now, you won't miss a single post from your most important groups as Chatter Group Notifications are now available in Salesforce1. Simply select "every post" from your group email settings to start receiving those notifications in Salesforce1 today.

Target User: All Users How to Enable: Auto-Enabled Product: Community Cloud Click here to learn more.

Engage in a whole new way Community Cloud Favorite Features

Visit the Release Site

Read the Release Notes

Join the Release Community

Discover the Admin Quick Wins

See the new features come to life by watching Salesforce product marketers demo their favorite features in the Summer ’15 release. Click Here.

Learn about all the new and improved Salesforce features in the Summer ’15 release. Click Here.

Get the latest release information, answers to your questions, and interactive product discussions — all in one place. Click Here.

The Admin Quick Wins Guide highlights 7 features that are quick and easy to turn on. Start enjoying the benefits of the Summer ’15 release, faster. Click Here.

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