Winter ’17 Einstein Release Preview

Lightning is the fastest way to connect with customers, employees, and partners

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.

Sep. 19th, 2016

In the Winter '17 Release, Salesforce is bringing the power of AI to everyone with Salesforce Einstein. Einstein makes the world's #1 CRM the world's smartest CRM by adding machine & deep learning, predictive analytics and natural language processing to the Customer Success Platform.

You can now prioritize the highest value leads every time with Predictive Lead Scoring for Sales, determine which customers are most likely to engage with Predictive Scoring for Marketing, and automatically capture customer data to discover next steps and closest connections with Salesforce Inbox. Be intelligent about every customer interaction with Salesforce Einstein in the Winter '17 Release.

Get smarter and more predictive about your customers

Sales Cloud Salesforce Inbox

Service Cloud

Marketing Cloud

App Cloud

Analytics Cloud

Community Cloud

Financial Services Cloud

Predictive Lead Scoring*

Salesforce Engage in Lightning

Quotes, Contracts, and

Campaign Influence in

Lightning

Kanban on Leads, Campaigns, Contracts

Wave for B2B Marketing

*Pilot

Activity Intelligence**

Support for Custom Objects

Favorite Objects

Record Search

Salesforce Email Templates

**Beta

Lightning Open CTI

Instagram Social Customer Service

Instagram Hashtag Monitoring

Advanced Work Order Management

Field Service Lightning for Communities

Predictive Scoring

Journey Builder in Lightning

Marketing Cloud Mobile App Email Sends

Facebook Advanced Match

for Advertising Studio

Email Studio Mobile-Optimized

Templates

Lightning Navigation and Customization

Lightning Mass Actions

Lightning Developer Experience

Lightning Login

Apache Kafka on Heroku

Wave for Sales 2.0

Wave Dashboard Designer

Trend in Wave

Wave on Lightning

Wave on Android

Themes in Lightning Communities

Lightning Partner Communities

Lightning Field Service in

Communities

Chatter Live Feed

Lightning Bolt

Lightning Client and Household Profiles

Wave for Financial Services Cloud

Health Cloud

Care Plan Templates

Telehealth for Health Cloud

Top Features Winter ’17 Einstein Release 51st Release

 Digital  Digital empowers retailers to transform the digital consumer experience. With a rich set of capabilities – including marketing, merchandising, content, promotions, customer service, fulfillment and predictive intelligence —built to engage and convert shoppers across every digital channel.

 An open development environment enables retailers to easily customize or extend commerce anywhere, from buy buttons and branded mobile applications to in-store endless aisle and clienteling applications.

 Store  Store delivers point-of-sale and store operations capabilities enabling retailers to execute real-time transactions and manage in-store operations.

 Embedded Intelligence makes it easier for associates to personalize the in-store shopping experience using smart product recommendations.

 With Store, retailers can perform transactions, sales, returns and exchanges without fear of losing connectivity because our resiliency capability means your POS is still running even in the event of a lost connection.

 Community & Services  The Retail Practice and Customer Success teams work together to monitor client deployments and identify ways to improve day-to-day business operations with strategic and tactical guidance post-launch, helping to drive shopper engagement and conversion.

 And since every client and partner is on the same version there is a large community of peers to turn to for ideas and inspiration.

 More Agility  Salesforce Commerce Cloud customers do everything faster – implement our technology, launch new sites, expand to new geographies, adopt new features, create new consumer experiences, bring stores online, integrate partner technologies, and more.

 This means our customers take better advantage of market windows of opportunity to grow revenues.

 Introducing

 Salesforce Commerce Cloud  Making the unified consumer experience a reality

Predictive Lead Scoring*

Salesforce Engage in Lightning

Quotes, Contracts, and Campaign Influence in

Lightning Kanban on Leads,

Campaigns, Contracts Wave for B2B

Marketing Know your top prospects Connect to your prospects,

smarter and faster Even more objects, so now there’s

more to love in Lightning Drag, drop, and update. Now on

Leads, Campaigns, and Contracts. Wave analytics, pre-built for your

B2B Marketing needs

This is your company’s data, put to work for you. Taking all of the historical lead information, from industries and titles, to time-to-conversion metrics, predictive lead scoring tells each rep where their valuable time will yield the best results. It takes the guesswork out of lead nurturing, so you create the best opportunities.

Click here to learn more.

*Pilot

Sales can now send and track emails to a list of prospects, surface Pardot activity history on a lead or contact, and receive real-time alerts on prospect activity, all within Lightning. With this added flexibility and greater usability, sales will find it even easier to be first, relevant, and productive in every communication with prospects.

Click here to learn more.

Lightning just keeps getting better, and now, there's even more of it to love. With Quotes, Contracts, and Campaign Influence in Lightning, all the stages of your company's sales cycle can be managed in the Lightning Experience, so that your reps can sell faster than ever before, with tools tailored to your business.

Click here to learn more about Quotes.

Click here to learn more about Contracts.

Click here to learn more about Campaign Influence.

We're taking the drag-and-drop approach to more objects - now you can update your Leads, Campaigns, and Contracts with just one click. Advance the stage, and see your totals roll up automatically. Simple, easy, smarter, faster.

Click here to learn more.

Introducing Wave for B2B Marketing, advanced analytics for the data-driven marketer. Wave for B2B Marketing provides powerful out-of-the-box dashboards to instantly view and report on metrics, share insights with teams, and take data-driven actions to improve marketing effectiveness.

Click here to learn more.

Connect to your customers in a whole new way Favorite Features

Activity Intelligence* Support for

Custom Objects Favorite Objects Record Search Salesforce Email

Templates Automatically capture every

customer touch point in Salesforce

Get quick access to custom objects on every email

Customize Salesforce Inbox to fit your unique workflow

Quickly find records to streamline email logging

Send rich-text Salesforce email templates from your inbox

Activity Intelligence automatically captures all emails and events in Salesforce, allowing reps to focus more on selling and building customer relationships. It is also easier to sell collaboratively because Activity Intelligence provides context for your entire team, giving them the information they need to help close deals and delight customers.

Click here to learn more.

*Beta

For customers that have customized Sales Cloud, now it's easy to access custom objects from your inbox, allowing you to log emails, get CRM context, and update data with fewer clicks.

Click here to learn more.

With Favorite Objects, now you can customize Salesforce Inbox to match your own unique workflow. Select the Sales Cloud objects that are most relevant to you – for example, Leads, Contacts, Opportunities, and Custom Objects – and Salesforce Inbox will intelligently recommend relevant CRM records when you are logging emails or getting context for an email reply.

Click here to learn more.

Using Record Search, Salesforce Inbox users can now log every email exactly where it needs to go. Whether you're corresponding with your manager about a deal or emailing a channel partner, you can log the message by searching for the exact CRM record you want. Stop wasting time searching for emails and organize your email life with record search.

Click here to learn more.

Salesforce Inbox now allows you to send emails using the email templates built into Sales Cloud. Embed high-impact sales collateral in all of your follow-up emails. Eliminate clicks from your workflow with dynamic email fields like Account Name and Contact Name. And share best practices so your whole team can sell smarter.

Click here to learn more.

Run your business from your phone Salesforce Inbox Favorite Features

Lightning Open CTI Instagram Social Customer Service

Instagram Hashtag Monitoring

Advanced Work Order Management

Field Service Lightning for Communities

The power of CTI, now available in Lightning

Deliver service on your customer's favorite social

channel

Listen and respond across conversations on Instagram

Unlock productivity with new ways to schedule, track, and

report on work orders

Easily track appointments and work orders from the

Community

Open CTI is now available in the Lightning Experience! Seamlessly integrate your third-party computer-telephony integration (CTI) system with Salesforce. Lightning Open CTI makes it easier to connect agents with customers and resolve issues faster.

Click here to learn more.

Deliver a personalized service experience on the channels your customers prefer - now including Instagram. Connect your Instagram account directly to Service Cloud to engage directly with customers. Empower agents to track conversations about your brand, and stay productive by responding directly to customers without leaving the console.

Click here to learn more.

Listen to any hashtag in comments or posts across Instagram. Automatically create cases in Service Cloud based on the hashtags you filter for and allow agents to respond directly to those customers.

Click here to learn more.

Put work orders to work for you! Advanced Work Order Management delivers a whole suite of enhancements like work order templates, new customer report types and Chatter notifications. These standard objects are available in Lightning and Salesforce1 to make it easy for your organization to deliver a connected service experience for every customer.

Click here to learn more.

A Lightning Field Service Community provides customers with the ability to instantly schedule in-person support they need. Requests are intelligently routed to field service personnel to optimize workloads and work orders can easily be managed from the community to give customers and service personnel a central point of contact.

Click here to learn more.

Connect to your customers in a whole new way Service Cloud Favorite Features

Predictive Scoring Journey Builder

in Lightning

Marketing Cloud Mobile App Email Sends

Facebook Advanced Match for

Advertising Studio

Email Studio Mobile-Optimized

Templates Score every customer’s

likelihood to engage Now it's even easier to build 1-

to-1 journeys Send email on-the-go, directly

from your smartphone Increase your match rate

with new attributes Create emails that

look great on any device

Predictive Scoring uses machine learning to automatically assess and predict each customer's likelihood to engage with your brand, from their likelihood to open or click an email, unsubscribe from your list or make a purchase. And with detailed analysis, view the true factors driving each action so you can make smarter, more informed decisions.

Click here to learn more.

Journey Builder has an entirely new and improved user experience making it even easier to build 1-to-1 journeys. Marketing Cloud Lightning enhancements include a simplified dashboard and canvas with point and click configuration, consolidated actions, and improved colorful navigation. Now you can also conveniently select an Audience or list to launch journeys faster than ever.

Click here to learn more.

Marketing Cloud Mobile App customers can now send Content Builder emails and status-approved emails from their iPhone or iPad. This new feature uses a mobile-optimized send flow that enables customers to select an existing email, edit the parameters, and send directly from the app. How's that for productivity on-the-go?

Click here to learn more.

Facebook Advanced Match for Advertising Studio allows brands to target using both primary identifiers like email and mobile phone numbers as well as secondary categories like name, geography, age, and gender. It is especially powerful for B2B and financial services advertisers who can now use all of their CRM data in Sales Cloud to target ads.

Click here to learn more.

The new mobile-optimized email templates in Content Builder allow users to create beautiful looking emails from several of the most common layouts.  The emails will look great on any device and provide a starting point for any marketer looking to improve their email design.  

Click here to learn more.

Build 1-to-1 customer journeys Favorite Features

Connect to your customers in a whole new way

Lightning Navigation and Customization

Lightning Mass Actions

Lightning Developer Experience

Lightning Login

Apache Kafka on Heroku

Get to your apps quickly with fewer clicks

Save time by selecting multiple records from list views

Build faster with a new set of standard Lightning

Components

Improve usability while enhancing security

Building the foundation for a new generation of intelligent

apps, optimized for developers

Now you can be more productive than ever with new Lightning Navigation and Customization. With the Navigation bar, App Launcher, in-app AppExchange experience, and Lightning apps, you can now customize each user experience and quickly find all your apps.

Click here to learn more.

Get your work done faster - select multiple items at once from a List View in Lightning Experience.

Click here to learn more.

Developers can build faster with a new set of standard Lightning components and powerful productivity features provided by the Lightning Data Service. Create new, modern user experiences more easily and faster than ever before.

Click here to learn more.

Passwords are a pain. Lightning Login allows you to login with your mobile device. Just tap your username and provide your thumbprint for security and you're in! No more typing long cryptic passwords.

Click here to learn more.

Apache Kafka on Heroku, a streaming data service optimized for developers, provides the foundation for a new generation of intelligent apps. With Apache Kafka on Heroku, App Cloud developers can capitalize on millions of transactions, or billions of events, or trillions of interactions to deliver an engaging customer experience. Apache Kafka on Heroku is built for social, mobile, and IoT speed and scale of streaming data that is highly performant for real time use cases.

Click here to learn more.

Favorite Features

Wave for Sales 2.0

Wave Dashboard Designer

Trend in Wave

Wave on Lightning

Wave on Android

Actionable analytics for Sales Cloud customers

Build beautiful Wave dashboards with clicks not

code

Trend any Salesforce report to Wave

Easily embed Wave into every Lightning application

View Wave Analytics dashboards from your Android

mobile device

Wave for Sales is natively integrated with Sales Cloud and comes with predefined accelerator templates, customized for every sales user. Reps, managers, and executives can now view key opportunity insights, track activities, and manage sales performance to increase productivity and boost relationships with customers and prospects. And, sales users can instantly take action on opportunities right from within Wave for Sales; making them more productive than ever.

Click here to learn more.

Customers can now create beautiful, customizable Wave dashboards with clicks, not code. Any user can surface complex, analytical insights and embed smart alerts across every dashboard widget to stay up to date on their most important business metrics via instant email and push notifications. Now, building Wave charts, tables, and filters is easier than ever.

Click here to learn more.

Trend in Wave, the newest addition to Wave Analytics, is the easy-to-use feature that allows users to snapshot any Salesforce report to Wave at the click of a button. See how your report changes over time, slice and dice and drill down to uncover new insights within your Salesforce data. Save time and improve data quality by no longer exporting reports from Salesforce to do analysis outside of Salesforce in other tools.

Click here to learn more.

Embed Wave into the Lightning experience to create analytical applications for any device. Wave components are natively integrated into the Lightning App Builder with drag-and-drop functionality, making it easier than ever to integrate Wave into Lightning home pages, record pages, and app pages. Users now have access to enriched analytical insights across every device.

Click here to learn more.

The Wave Android App allows you to view Wave Analytics dashboards from your Android device so you can run your business from your phone. You can now stay more connected to your business than ever before with the ability to access insights while on the go.

Click here to learn more.

Get smarter about your customers Analytics Cloud Favorite Features

Themes in Lightning Communities

Lightning Partner Communities

Lightning Field Service in Communities

Chatter Live Feed Lightning Bolt

Customize the look and feel of your community with ease

Deliver the tools partners need to sell faster than ever before

Empower customers to schedule in person support from a

community

Accelerate productivity with real-time communication

Leverage Lightning Bolt Solutions to launch a new

community

Now you can create and apply a custom community theme to match the look and feel of your brand. Easily toggle between themes in the Lightning Community Builder to instantly deploy visually stunning user interfaces to capture customers’ attention.

Click here to learn more.

Easily launch a Lightning Partner Community to give partners the tools they need to sell faster with Community Templates. Drag and drop dashboards and reports into the community to give partners a 360-degree view of their business. Help partners accelerate sales by guiding them through your sales process with a customizable sales path.

Click here to learn more.

Lightning Fields Service in Communities provides customers with the ability to instantly schedule in-person support they need. Requests are intelligently routed to field service personnel to optimize workloads and work orders can easily be managed from the community to give customers and service personnel a central point of contact.

Click here to learn more.

Chatter's gone live! See posts in real time in group feeds. View inline notifications to stay on top of the latest posts. Accelerate innovation and increase productivity through real-time communication in Lightning Experience.

Click here to learn more.

Lightning Bolt accelerates new deployments of communities by giving partners the ability to reuse customized Lightning Solutions. This highly demanded feature helps partners reduce the development resources needed to build new communities and lower costs for their clients.

Click here to learn more.

Community Cloud Favorite Features Connect to your customers in a whole new way

Lightning Client and Household Profiles

Wave for Financial Services Cloud

Care Plan Templates

Telehealth for Health Cloud

Out of the box customization with Lightning App Builder

Turn your client data into actionable insights

Save valuable time with customizable care plan templates

Connect patients and care teams with two-way video

Every financial services firm runs their business differently. With Lightning App Builder, you can now customize your client and household views with drag and drop configuration. Highlight the exact information your advisors need to drive stronger client relationships and ensure seamless data integration with an enhanced API.

Click here to learn more.

Now you can take action at the point of insight. With Wave for Financial Services Cloud, you can empower your advisory teams to analyze their book of business from the insight out. Increase productivity with embedded Wave dashboards and instantly measure client goals to help keep them on track.

Click here to learn more.

Simplify care team workflows by starting with care plan templates. Create or purchase templates from leading content providers that can be customized and applied to patients. Goals, problems, and tasks can be automatically generated, so you can easily guide patients along their care journey.

Click here to learn more.

The Telehealth solution for Health Cloud is an add-on that allows patients to connect with their care team in real-time through two-way video, screenshare and annotation. Embed in any mobile app to give patients access to care anywhere. And with Health Cloud, care teams have patient information at their fingertips to give contextual care.

Click here to learn more.

Financial Services Cloud Health Cloud

Connect to your customers in a whole new way Industries Favorite Features

Signature Success Plan

New Accelerators for Every Cloud

Premier Success Plans

Ensure operational excellence so you can focus on innovation

Get maximum value from Salesforce, faster with expert guidance by your side

Drive greater adoption and implementation success

The Signature Success Plan combines a high-touch team of Salesforce experts and the right proactive and prescriptive services to achieve business value faster. Designated Regional & Technical Success Teams and a dedicated Global Success Lead will work across your entire global organization to maximize Salesforce performance and value.

Click here to learn more.

With 15 new Accelerators, Specialists will help you with everything from getting started with Sales Cloud, managing data quality to driving sales through Sales Leaderboard. Whether you need best practices guidance or help configuring and setting up a new feature, an expert can save you hours of research and recommend the best possible approach customized for your business.

Click here to learn more.

Premier has extended its portfolio to Salesforce CPQ & Advertising Studio and increased its features, so you get even more business value out of your Salesforce platform. Premier Success Plans provide the right combination of training, support and access to certified experts.

Click here to learn more about Premier Success Plan - Salesforce CPQ.

Click here to learn more about Premier Success Plan - Advertising Studio.

Click here to learn more about Premier Success Plan – New Features.

Help your customers achieve targeted business value faster Cloud Services Favorite Services

Visitthe Release Site

Readthe Release Notes

Jointhe Release Community

See the new features come to life by watching Salesforce product marketers demo their favorite features in the Winter ’17 Release. Click Here.

Learn about all the new and improved Salesforce features in the Winter ‘17 Release. Click Here.

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

Winter ’17 Einstein is Here!

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Winter ’17 Einstein Release Preview

Note:: Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight.