Summer ‘16 Release Preview May 11, 2016

Speakers

Mike Gerholdt Manager, Admin Evangelism @MikeGerholdt

LeeAnne Templeman Senior Admin Evangelist @leeanndroid

Forward-Looking Statements

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 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.

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@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!

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

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Agenda

•  Release Best Practices

•  Productivity Features Admins will Love!

•  Customize and Build in Summer ‘16

•  Process Builder Updates

•  Resources

•  Q&A

Release Best Practices

Plan for Salesforce releases

•  Get a pre-release org

•  Read the Release Notes

•  Watch Release Readiness Live

•  Review what Sandboxes you need to

refresh

Plan Ahead for the Release

How to Review Release Notes

•  What is included in the Release

Notes? •  Edition

•  Availability

•  Setup

•  Where are Release Notes

located?

releasenotes.docs.salesforce.com

IdeaExchange

•  What are Ideas? •  Who can vote?

•  What happens to Ideas?

•  Ways to use Ideas

•  How to participate:

success.salesforce.com/IdeaSearch

Productivity Features Admins Will L ve!

Contacts with Multiple Accounts

•  Eliminate the need

for duplicate contacts

•  Capture unique

attributes about the

relationship

•  View current and past

relationships to

connect the dots

* This feature is available in Salesforce Lightning and Classic

Setup Contacts with Multiple Accounts  Enable Contacts to Multiple Accounts

New Account Settings option to enable contacts

to multiple accounts

Create a Calendar from Anything

•  Create from any

Standard or Custom

Object

•  Displays information

based on Date field you

select

* This feature is available in Salesforce Lightning

Find all the News with One-Click!

•  One-click to find all the

latest happenings!

•  Information based on

recently viewed

Accounts and

Opportunities

* This feature is available in Salesforce Lightning and Salesforce1 Mobile App

Salesforce1 Mobile App Updates

•  Opportunity & Account

details

•  Get more from related lists

•  More ways for mobile users

to update, search & view

data

Additional Features Now Available in Lightning

•  Account & Opportunity teams

•  Preview all related lists

•  Collaborate on Dashboards &

Reports

•  Chart types in Dashboards &

Reports

* These features are available in Salesforce Lightning and Classic

New Features – Only Available in Lightning!

•  Opportunity Insights

•  Company Autofill

•  Account Logos (beta)

•  Note Sharing

* These features are available in Salesforce Lightning only

Build and Customize in Summer ‘16

Set Custom Home Pages

•  Create & edit New

Home pages with the

Lightning App Builder!

•  Assign custom pages

by Profile

*Available in Lightning Experience only

Customize Record Page Look & Content

•  Edit the look & feel of record

pages using the drag and drop

interface

•  Edit the Page look & Object

details from a record

•  Assign Filters to Component

Charts

*Available in Lightning Experience only

Demo

Process Builder Updates

Execute Actions on Multiple Criteria

•  Manage all your

processes for an object

in one place

•  Chose when your

process stops

evaluating

* This feature is also available in Salesforce Classic

Demo

Resources

Salesforce Release Resources

•  Release Notes

•  Success Release Readiness Group

•  Release Dates Calendar

Go to:

www.salesforce.com/customer-resources/releases/

summer16/

Dreamforce ‘16 Admin Track CFP

Share your work with the

community by speaking

at Dreamforce!

Submit your proposal at

admin.salesforce.com/presentDF16

Join the Admin Webinar

Group for Q&A!

bit.ly/AdminWebinarGroup

thank y u