Highlights of Winter '15 Release

Highlights of Winter ‘15
Marc Baizman
Customer Success Director
Salesforce.com Foundation
@mbaizman

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 implied by the forward-looking
statements we make. All statements other than
statements of historical fact could be deemed forward-looking
statements, including: any projections of product or service
availability, customer growth, earnings, revenues, or other
financial items; any statements regarding strategies or plans of
management for future operations; any statements concerning
new, planned, or upgraded services or developments;
statements about current or future economic conditions; and any
statements of belief.
The risks and uncertainties referred to above include - but are
not limited to - risks associated with possible fluctuations in our
financial and operating results; our rate of growth; interruptions
or delays in our service or our Web hosting; breaches of our
security measures; the financial impact of any previous and
future acquisitions; the nature of our business model; our ability
to continue to release, and gain customer acceptance of, new
and improved versions of our service; successful customer
deployment and utilization of our existing and future services;
competition; the emerging markets in which we operate; our
ability to hire, retain and motivate employees and manage our
growth; changes in our customer base; technological
developments; regulatory developments; litigation related to
intellectual property and other matters; and general
developments in the economy, financial markets, and credit
markets.
Further information on these and other factors that could affect
our financial results is included in the reports on Forms 10-K, 10-
Q and 8-K and in other filings we make with the Securities and
Exchange Commission from time to time. These documents and
others containing important disclosures are available on the SEC
Filings section of the Investor Information section of the
salesforce.com website.
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 may not be delivered on time or at all.
Customers who purchase salesforce.com applications should
make their purchase decisions based upon features that are
currently available.
Safe Harbor Statement

www.salesforce.com/customer-resources/releases/winter15/
“The Official Release Notes”

Agenda
§ When are you getting Winter ‘15?
§ General Enhancements
§ Mobile Enhancements
§ Sales Cloud
§ Service Cloud
§ Force.com
§ Resources

When are you Getting Winter ’15?
YOU ALREADY HAVE IT!
HIGH FIVE!

What are the General Enhancements to Salesforce?
More Streamlined Look for the Rich Text Editor
§ The Rich Text Editor, also known as the HTML Editor, that’s available in most
rich text area fields has been enhanced
– A new look, better performance
– Bug fixes, Improved styling for pasted information

About the Salesforce1 Mobile App
• Provides on-the-go access to your Salesforce org!
• Admin roll-out guide available here:
http://www.salesforce.com/salesforce1/rolloutguide/?d=70130000000lxSvAAI&internal=true

What are the General Enhancements to Salesforce1 Mobile App?
To make it easier for users to search for
information without having to switch
away from their work to the navigation
menu, the global search box is now
accessible directly from the header.
Global search icon from
feed (before clicking)
Global search
after clicking
icon

What are the General Enhancements to Salesforce1 Mobile App? (cont.)
Salesforce1 now helps users quickly find and access all
records they have permission to view without having to
finish typing the keywords for the search.
As the user types,
the list of listviews
and MRU records
are filtered down to
those whose name
matches the search
term.
After at least three (3)
characters are in the
search term, the Quick
Results are
supplemented with more
records (not recently
accessed by the user)
whose names match the
search term. User is
also presented with the
option to issue a full
search on the search
term (to find records
where the search term
matches any of the
searchable fields).
User taps on search
input, and starts
typing in a search
term.

What are the Productivity Enhancements to Salesforce1?
We’ve added more actions to the action bar than were present in
the action tray previously, and created new action icons. Depending
on where a user is in Salesforce1, they may see some or all of these
kinds of actions in the action bar.
New Task
actions
available
for making
quick
updates to
Tasks.
Tapping
“…”
exposes all
available
actions.
Swipe a task left
to reveal quick
actions. No need
to navigate to
the Task record.

Make mobile users more efficient by giving Salesforce1 users
access to contextual actions for records in a list. Call a contact,
Log a Call, or take any other action relevant to that record with
row actions.
Take action
without leaving a
list by swiping on
the record.

With a tap, easily filter a list view to find just the records you need when you’re on the go
§ DEMO
Filter any
listview
Add Filters to reduce the
scope of your list.

What are the Enhancements to Contacts?
Create contacts from device address book with 1 tap
New Contact
created on
Submit
Default
address book
fields are
Supports mapped
Search
Native
address book
screen
Native
permissions
first time only
New import
button

Easily identify Twitter followers you and your contacts have in common
New list of
People in
Common
New
Show
More
button
Tap icon
to view
feed

What are the Productivity Enhancements to Salesforce1?(cont.)
Now the New Task page displays key task fields first, wherever you create a task in Salesforce1: in a task, on a
record, or on a feed.
Customers may
customize the fields in
‘MORE’ by customizing
the layout of the Task
publisher action.
New Task form
emphasizes
most important
fields to make
capturing Tasks
easier.

What are the Sales Feature Enhancements to Salesforce1? (cont.)
Your sales reps no longer need to fiddle with
all the fields in a task record when they’re
simply trying to log a call. The Log a Call
action available on leads, contacts, and
accounts now displays only key fields.
Log Call form
emphasizes
most important
fields to make
logging calls
easier.
Customers may
customize the fields in
‘MORE’ by customizing
the layout of the Log a
Call publisher action.

What are the Sales Feature Enhancements to Salesforce1? (cont.)
Call History matches recent calls to
Contacts for easy call logging and/or
contact creation
Show the
list of
recent calls
Can log the
call quickly
NOTE: This feature is only available with Android at this time

Salesforce Chatter
Enhancements

What are the Enhancements to Groups?
Unlisted Groups provide a secure and confidential
way of collaborating with other Chatter users.
Unlisted
Group Type Even files
shared only with
Unlisted Groups
are secure
Unlisted
Groups in
Salesforce1
Create new Unlisted
Groups via publisher,
you can even create
with customers.
NOTE: Only users who are invited to the Unlisted
Group can see and access the group

To enable unlisted groups, go to Setup | Customize | Chatter | Settings:
NOTE: Apex and Visualforce code CAN access these groups so you may need to
update your code to respect the new “unlisted” option.

What are the Enhancements to Groups? (cont.)
New to Winter ‘15, forward emails with attachments
to Chatter Groups and post directly to the feed.
First
Attachment:
Shows on post
Post by Email:
Email address for
this Group
Additional
Attachments:
Added as
comments

To enable email attachment posting to groups, go to Setup | Customize | Chatter | Settings:

What are the Enhancements to Communities? (cont.)
Community Designer (Beta): Branding Editor
Site.com studio is transforming into the Community Designer. The Branding Editor is the first step in modernizing
and improving the entire Site.com.
Switch between the new
Community Designer and
the previous Site.com
interface
Color Palette for
customers to use as
a starting point
Colors are adjusted
here
Images
Switch between
Phone, Tablet, and
Desktop views
Switch between the
main website, login
pages, and error
pages
Customers will always
see a live preview of the
site as they are
customizing it.
Over 20 available fonts

Community Designer (Beta): Template Wizard
Customers are able to choose one of several templates to build their site from.
When no page created, users are
given the choice to choose a
Community Template
There are 3
templates for
Self-Service
sites and 1
Template for an
Identity Site
Users still have
the ability to use
the Site.com
Studio without
Templates
Hovering over a
template will
give you details
of the template
and what use-cases
it enables

Community Templates: Self-Service Templates
Customers can use these templates to build self-service support websites. These are available in the
new Community Designer (Beta)
Kokua Koa Napili
Kokua & Koa enables Knowledge Articles, Cases, and Web2Case
Customers give us a Data Category Group to use and we will
automatically build this responsive website for them.
Napili enables Chatter Questions, Knowledge Articles,
Cases, and Web2Case
Built for users to engage with other community members,
this is the next generation Chatter Answers for public self-service
communities

Community Templates: Mobile Optimized
All Community Templates are built to be responsive so that they look great on any device

Community Templates: Kokua & Koa
Kokua and Koa are specific for customers that want to build
a site for:
§ Knowledge Base (public or authenticated)
§ Cases (Web2Case or Authenticated Cases)
§ Case Deflection
Both of these templates require you to have Service Cloud
Knowledge enabled for your org.
The structure of the site is built out of a Data Category
Group. Specify for us what your Data Category Group is
and these templates will automatically build out the site for
you.
Users are also able to log into the template and view cases
(along with case comments) the user has access to.
Kokua
Koa

Community Templates: Kokua & Koa (Profile Page)
A user who has logged
in can see a list of
cases that he/she has
access to.
The admin has to
specify which List View
to use (and likely
configure sharing
rules), and we will
display that List View in
this profile page.

Community Templates: Napili
The Napili template allows community users to engage with
other users to ask and answer questions.
§ Chatter Questions
§ Knowledge Base (public or authenticated)
§ Cases (Web2Case or Authenticated Cases)
§ Case Deflection
Napili only requires Chatter to work. Knowledge is optional.
The structure of the site is built using Navigational Topics,
which are set up in Community Management.
Napili

Community Templates: Napili (Home Page)
Users can search for
Questions & Articles. They
can also ask Questions and
create cases from this
component
Featured Topics on the Home
page allow for admins to
highlight important topics for
users to navigate to
Users can post a question or
create a case from these
buttons on the bottom
Users required
to log in to ask
or respond to
questions
Trending Articles Component
allows users to see which
articles are being viewed the
most recently
Navigational Topics allow a user
to navigate through the site on
topics selected by the admin
Can be configured for
Web2Case or require
Authentication

Community Templates: Napili (Search / Publish Experience)
As a user types in text into the
search box, we show the user
articles that may answer his/
her question in real time
Clicking on the
“Search” button will
direct a user to a
search results page
Users can choose between
Articles or Discussions to
view in the dropdown
deflection
To ask a question (or
create a case), user
will be asked to
authenticate

Community Templates: Napili (Topic Page)
Users can view questions that
other people have asked and
can answer these questions
Filtering and Sorting
the Questions
Users are able to switch between seeing
Discussions (conversations between
community users) and Knowledge Articles
(optional)

Community Templates: Napili (User Profile Page)
Users are able to see a list of
cases with the My Cases
Component
As an Admin, you have to
specify what List View you
want us to use and you will
want to set up the proper
security / visibility controls
Users are also
able to view and
edit their profile
details and view
their community
reputation

Community Templates: Knowledge Articles (All Templates)
Users can browse to
Knowledge Base articles to see
if this answers their questions

Community Templates: Authenticated Cases or Web2Case (All 3 Templates)
Allow your users to
submit cases for your
agents to answer.
Works with either
Web2Case or
Authenticated Cases
Admins who set up this
component must tell us
the Global Action they
wish to use for the Guest
User and what Global
Action to use for the
Authenticated User (can
be the same or different)
(File Attachments only
work for the
authenticated user right
now)
After the user types in a
Subject and/or a
Description, we refine
the articles on the right
side for case deflection.
Hopefully they will find a
solution to their issue
without submitting the
case!

Community Templates: Case Detail Page (All Templates)
Highlights about
the submitted
case
Users can
interact with
agents by writing
text here and
attaching files
User can see
complete history
of case
comments
between him/her
and the agent
Users can close
the case if their
issue is resolved
already
Case Details
Case Attachments

What is Duplicate Management?
We’re excited to introduce Data.com Duplicate Management
(Limited Pilot). Now you can control whether and when you
allow users to create duplicate records inside Salesforce;
customize the logic that’s used to identify duplicates; and create
reports on the duplicates you do allow users to save.
‘Duplicate Rules’ appears in setup
for Beta customers
Provided by Data.com, but no
Data.com license is required
Available to customers with
professional edition and above
Administrator defines behavior when
duplicates are added to
Salesforce.com: block, alert or report
New!

What is Duplicate Management? (cont.)
End user experience on desktop - block

End user experience on desktop - alert

Report Action
For report action: no change to
the user experience;
save is allowed
Duplicates are flagged in a new
Salesforce.com object called
‘Duplicate Record Set’
§ available to API, custom
reports and list views
§ user profiles control access

Edit View
Admin configures
duplicate rules under
‘Duplicate
Management’ in setup
Selects desired
actions for create
and edit
Report
action new
in beta

List Views
Can arrange rules to
define the order
they’re evaluated in

View Page

Use matching rules to determine
how two records are compared
and identified as duplicates.
Currently, matching rules are only
available with accounts, contacts,
and leads.
New! Now supports
lookup fields and
fuzzy matching
Admins can configure
custom match rules with
exact match logic

Standard matching rules with fuzzy matching
§ Prebuilt match rules available for
accounts, contacts and leads
§ Will use fuzzy match logic on
name fields
New in Beta: all orgs can
access standard rules with
fuzzy matching

Conditional Criteria
§ Criteria option available on duplicate rules
§ If an evaluated record doesn’t meet criteria, it ignores the rule
§ Conditions can be set on any fields on the selected object type
§ Conditions can also be set on selected fields on the user object (current user)
§ Conditions also support advanced filter logic
Define conditional criteria to
limit which records duplicate
rules apply to

Sharing Rule Preference
Admin specifies whether
duplicates are blocked
even if the user can’t view
the duplicate

What are the Enhancements to Salesforce for Outlook?
Side Panel users can do more with Outlook Tasks.
With the Side Panel on the Outlook Tasks view,
Salesforce records can be related to tasks directly
there, instead of from the Unresolved Items queue.
Search records. Click
on the desired results
icon to relate a
Salesforce record to
the task
The association will
then show in the Side
Panel

What are the Enhancements to Salesforce for Outlook? (cont.)
Let Users Select Specific Email Attachments to Add to Salesforce. Sales reps select the attachments they
want to save by clicking on the icon next to each one of them.
Select or dismiss
attachments

Allow users to select attachments in Outlook Configurations. With the Side Panel and Add Email preferences
on, all email attachments get automatically saved. By checking "Allow users to select attachments", admins give
users the ability to pick specific attachments only.
Note the new admin
preferences for managing
emails and attachments.

Assign Your Users’ Outlook Sync Folders. In Outlook
Configurations, an admin can specify the Outlook folders where
contacts, calendar events, and tasks sync between Outlook and
Salesforce, so sales reps don’t have to.
Admins indicate
the Outlook folder
where contact data
syncs
And so on for
calendar
events and
tasks…

What are the Enhancements to Service Communities? (cont.)
Add a Question to Chatter Publisher
Question publisher is native in Chatter: Once
added, customers can ask question directly from
the Chatter Publisher. Chatter Questions will
appear directly in the feed
Add Question publisher to
Chatter and Chatter Groups
Publisher Layouts*
NOTE: Group publisher actions can appear in a different order than in the
main Chatter feed. Put the Question publisher in the first position in
groups to help users get answers fast, and avoid posting duplicates!

What are the Enhancements to Service Communities? (cont.)
Select a Best Answer
Moderators and
question authors can
select the best answer
to a question
Best answers are
displayed at the top
of the feed, and are
quickly and easily
visible, even when
there are many
answers and the feed
is folded

Force.com Customization
Enhancements

What are the Enhancements to Setup? (cont.)
Salesforce1 Setup Page: A new page at the top of the Setup
tree that’s a one-stop shop for Salesforce1 settings
Prominent, easy
to find location
Logically grouped
settings with
explanatory tool tips

What are the Enhancements to Setup? (cont.)
Salesforce1 Quick Start Wizard: A simple drag-and-drop wizard that
walks you through some essential customization steps for Salesforce1.
5 straightforward,
illustrated steps

Resources for You
• Salesforce Foundation Power of Us HUB http://powerofus.force.com
• Salesforce Foundation Website: www.salesforcefoundation.org/help
• Winter ‘15 Release Notes:
www.salesforce.com/customer-resources/releases/winter15/
• Release Notes Spotlight (new for Winter 15)
http://releasenotes.docs.salesforce.com/en-us/winter15/release-notes/
rn_spotlight.htm
• *new* Trailhead Salesforce Developer training:
https://developer.salesforce.com/trailhead

Highlights of Winter '15 Release

Highlights of Winter '15 Release

Recommandé

Recommandé

Contenu connexe

Tendances

Tendances (20)

Similaire à Highlights of Winter '15 Release

Similaire à Highlights of Winter '15 Release (20)

Plus de Salesforce.org

Plus de Salesforce.org (20)

Dernier

Dernier (20)

Highlights of Winter '15 Release