spring 10 new release features
DESCRIPTION
TRANSCRIPT
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Spring ‘10 Release
Readiness
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Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995: 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 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, 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 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 fiscal year ended January 31, 2009 and our other filings. These documents 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 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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Spring ‘10 Feature Overview
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Spring ‘10 Feature Overview
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Spring ‘10 Feature Overview
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Accounts &Contacts
Real-Time Content Library
Genius
AppExchange
Partners
Forecasting & Analytics
Email &ProductivityReal-Time Approvals
& Workflow
Leads & Opportunities
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Salesforce Automation (EE, UE, DE)
OVERVIEWWith real-time Quote Sync in Spring ‘10, you will be able to quickly and easily
create a quote from an opportunity with all your deal information, create a pdf of the quote, create multiple quote versions, email the quote from salesforce.com to your customer, and easily sync any changes to your primary quote back to
the opportunity to ensure your forecasting and reporting is up-to-date.
SAMPLE USE CASEAs a sales rep, I want to be able to easily create and send a quote from an
opportunity to close my deal quickly and easily. Using Quotes I can create and email a quote PDF directly from Salesforce.
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Salesforce Quote SyncCreate a Quote from an Opportunity
Select new quote from the
opportunity
Primary contact information and account address information are automatically copied over to the
new quote
All of the opportunity products will be copied over to the new
quote on save
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Salesforce Quote Sync Quote Detail Page
View quote totals information including
discount, tax, shipping and handling
Quickly add more products to your quote
Add a discount to your line
items
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Salesforce Quote Sync Create a Quote PDF
Save the quote PDF document to your quote
Create a PDF version of the
quote
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Salesforce Quote Sync Send the Quote
Contact from the quote is automatically added. Simply type in
your subject and message and click
send!
PDF automatically attached to
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Salesforce Quote Sync Sync a Quote With the Opportunity
Click the new sync button from the quote
detail page to sync your quote with the
opportunity
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Salesforce Quote Sync Select Initial Sync Direction
Get a confirmation message explaining
how sync works.
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Salesforce Quote Sync Changes to the Quote Update the Opportunity
Sync is now enabled. Click the button again
to stop the sync.
Add new products to the quote, change
sales price, quantity, or discount. All
these changes will also update the
parent opportunity
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Calendar & Activity Enhancements (All Editions)
OVERVIEWWith Spring ’10, you can now take control of event invitations by adding a
custom logo for your company with Branded Event Invitations. Once you have uploaded your logo, the system will use the logo in all event invitations and the invitee response page on the web. In addition, when this feature is
enabled the event invitations that are delivered to your customers will reflect an updated, appealing design .
SAMPLE USE CASEAs a Sales Rep, I want the correspondence that I deliver to my customers to be appealing and professional. Working with my System Administrator, Ican now
upload a custom logo to be used in meeting invitations that are delivered directly from Salesforce.
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Calendar & Activity EnhancementsLogo Upload in Setup
Upload a Custom Logo
for the Organization
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Calendar & Activity Enhancements Branded Event Invitations
Custom Logo on Invitee Response
Page
Custom Logo for Invitations
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Email Enhancements (GE, PE, EE, UE, DE)
OVERVIEW
With Spring ’10, you can now send yourself email with the content of email templates before you make it active using Email Preview.
Also new with Spring ’10, we are introducing Global Email Templates which will empower the Administrator to setup one template which can be used for the
recipients language.
Finally, the ability to set the email default Task type as "Email” one of the highest voted IdeaExchange requests. Email Default Settings allows all emails send out of
the Salesforce will automatically be logged as “Email” !
SAMPLE USE CASEA system administrator wants to create an email templates using Global Email
Templates which will translate the content based on translation workbench.
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Email EnhancementsEmail Preview & Global Email Templates
Send test email and verify
merge fields
New Language Tag which can
use merge fields
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Salesforce Mobile Lite Enhancements (All Editions)
OVERVIEWWith the Spring ‘10 release, every Salesforce customer can enjoy free basic access to Salesforce from a mobile device regardless of your license type. Now Mobile Lite lets
you create, edit and delete records from any standard object. Need to update the phone number of your best customer while on the go? Mobile Lite lets you do it.
Want to create a new Opportunity record? You can do that, too. In fact, Mobile Lite users now have full access to all of the supported object types, including Accounts,
Contacts, Opportunities, Leads, Cases, Solutions, Assets, Tasks, Events, and everyone's favorite, Dashboards. Do more than ever while on the go!
SAMPLE USE CASE
A Sales Rep just got out from a meeting with a customer. The opportunity is progressing really well. He needs to changes the status of the opportunity and create a related activity, in which he writes the notes of the meeting. With Mobile Lite he can
do that right after the meeting from his mobile phone
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Salesforce Mobile Lite
Update and create records
on the road!
Mobile Lite is now available for
all Salesforce editions
including Contact Manager and
Group Edition!
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Salesforce Mobile for iPhone (All Editions)
OVERVIEWWith the Spring ’10 release, we’ve introduced Filter and Search. Finding the specific
piece of data you need is now a breeze. No more hunting and hoping to find that Opportunity or Lead you entered 3 months ago. Every tab and every list view includes
a new Filter and Search bar. Just start typing and the list of records is reduced to those that match. Select “Search” to search to look across the device for the record. One more tap extends the search to the remote server to retrieve matching records
not on the device.
In addition, with Search for Related Items you can find all of your related records with one tap. Like the new filter and search functionality, there is a new one-button
means of getting all related records.
SAMPLE USE CASE
A rep arrives on site for a field repair based on an open case. Once onsite, the customer tells the rep the problem is similar to one solved a few months previously. The rep navigates to the Cases related list for the Account, and taps “Search server
for more…” The past case appears in the list, and the rep is able to review the details and solve the new problem quickly.
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Salesforce Mobile for iPhone Filter and Search
Tapping “Search”extends the
search across all such records on
the device.
The Filter and Search bar is at the
top of most list views. Just start
typing to filter the list.
To search remotely, tap on
“Continue search on server…”.
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Salesforce Mobile for iPhoneSearch for Related Items
Tapping “Search server for more” initiates a remote
search for additional related records.
All local related records will appear
in the list.
Search results appear. Viewing a result will
“mark” the record and keep it on the device for
offline access.
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Salesforce Mobile for Blackberry(All Editions)
OVERVIEWWith the Spring ’10 release and Link to Records you can tap Salesforce
linksfrom your BlackBerry email, and the mobile application will automatically launch, search for and show the record in the native application.
Take advantage of high-speed mobile connectivity! With the new WiFi support,you are no longer tethered to a cellular data connection. With the latest release,
you can download, activate, and use the Salesforce mobile application with nothing more than a WiFi connection.
SAMPLE USE CASE
Often, Salesforce users send links to records to coworkers via email. If the recipient is on the road, he or she can click on the link from the email client and
that will launch the Salesforce Mobile client and open the right record or dashboard.
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Salesforce Mobile for BlackberryLinks to records
Receive email with a link.
Tapping on the link will open the record on
the client.
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Call Center
Email to Case Search
Social
PartnersChat
Customer Portal Ideas
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CTI 2.0(PE, EE, UE, DE)
OVERVIEW
Now in Spring’ 10, CTI 2.0 allows you to perform new actions with CTI with clicks, not code. With CTI 2.0 we have added the ability to configure Custom
Screen Pops including Visualforce pages and new object edit pages, and added the ability to perform these screen pops in a new browser tab or window
instead of in an existing window.
SAMPLE USE CASE
A self-storage space provider wants their agents to pop to a custom page showing a map of storage locations in the area of the caller instead of to the
caller’s contact record.
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CTI 2.0Custom Screen Pops
Visualforce screen pop
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Entitlements & Service Contracts(PE, EE, UE, DE)
OVERVIEWNew with Spring ‘10, you now have the ability to track the level of service your company is providing for customers with Entitlements & Service Contracts. Ensure that customers entitled to support receive the correct level of support
and identify opportunities to sell or up-sell support offerings.
SAMPLE USE CASE
An agent receives a call from a customer. The agent performs a lookup of the contact, to verify that they are entitled to phone support. From the phone
support entitlement, the agent creates a case for the customer.
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Entitlements & Service ContractsSetup
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Entitlements & Service Contracts Enforce your Service Level Agreements
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Entitlements & Service Contracts Success, Warning, & Violation Workflow Actions
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Entitlements & Service Contracts Entitlement Based Support
Entitlement Related List to create Cases from Account, Contact,
Asset or Contract Line Item detail pages
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Entitlements & Service Contracts Case Fields Defaulted from Entitlement
From the Contact on the
Asset
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Entitlements & Service Contracts Case Milestones
The timeline displays Case Milestones by
target date (SLA)
Case Milestones are created based on the Entitlement
on the Case
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Entitlements & Service Contracts Service Contracts
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Entitlements & Service Contracts Asset & Entitlement Filtered Lookups on Case
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Answers (EE, UE, DE)
OVERVIEW
Many of our customers have asked us for a ‘Forums’ or a “discussion board’product that they can use inside the Customer Portal or inside the application itself. Now in Spring ‘10, Answers is our answer to a specialized discussion board for enterprises. People don’t go to company websites to socialize. They
go there to get a question answered, and hopefully to help others. Answers hones in on that business value, and is designed to lower call center costs by
deflecting potential calls to the Answers product.
SAMPLE USE CASE
A customer has a question about a company’s products. He does a simple Google search and finds the answers on the company’s Answers forum.
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AnswersData Categories
Categorization using Data Categories
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Answers Questions List
All Questions asked in this
Best Practices Category
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AnswersQuestion Asker & Replies
Question Asker can pick the best Answer
from all replies
Community can vote on
replies
Replies sortable by
time and vote total
Rich text questions and
replies
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AnswersMy Questions & Replies
Your Replies
Your Questions
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Salesforce Knowledge (EE, UE, DE)
OVERVIEWNew with Spring ‘10, you now have the ability to expose Salesforce
Knowledge in the Partner Portal. You can also now define Field Level Security in article types and change the data category visibility settings per
Portal roles.
Some advanced Knowledge analytics can also be build through the ability to configure Knowledge Custom Report Types.
API access to Knowledge search features is included in Spring ’10. Developers can build custom search features for the Knowledge app with Data Category filtering and all Knowledge search features like Custom Synonyms and Stemming. In addition, we’ve added Describe API to retrieve information
about data category groups, Metadata API to allow re-parenting, delete or renaming data categories through a single-file XML transaction, and SOQL
with Data Categories to enable precise queries.
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Salesforce KnowledgePartner Portal Integration
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Salesforce KnowledgeField Level Security
Hide the field for some roles
Visible for internal users
Hidden for partners
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Salesforce KnowledgePortal Roles Data Category Settings
Category visibility settings can be changed at the portal role
level
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Salesforce KnowledgeCustom report types
New Knowledge related objects for creating report types
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Salesforce KnowleddgeKnowledge SOQL API
WITH DATA CATEGORY clause allows filtering on categories
SELECT Id, Title, Summary FROM KnowledgeArticleVersionWHERE PublishStatus=’Online’ WITH DATA CATEGORY Product__c AT Phones
Search all Knowledge
Articles
Retrieve specific Knowledge Article values
SELECT Id, Title, Summary, OfferDescription__c FROM Offer__kav WHERE PublishStatus=’Online’ WITH DATA CATEGORY Product__c AT Phones
SELECT Title, Summary, OfferDescription__c FROM Offer__kav id=’ka0x000000004Q3O’
Search any Article Types
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Salesforce KnowledgeKnowledge SOSL API
New WITH DATA CATEGORY clause allows filtering on
categories
FIND {search.string} RETURNING KnowledgeArticleVersionWITH DATA CATEGORY Geography__c AT AMER
Search all Knowledge
Articles
Use the Data Category API to specify categories to
searchFIND {search.string} RETURNING FAQ__kav
WITH DATA CATEGORY Product__c AT PHONES
Search any Article Types
Use the Data Category API to specify categories to
search
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Unlimited Real-Time Customization
Real-Time Mobile Deployment
Real-Time Websites
AppExchange
Real-Time Content Library
Programmable Cloud Logic
Programmable User Interface
Real-Time Workflow & Approvals
Granular Security &
SharingReal-Time Analytics
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New User Interface Theme (All Editions)
OVERVIEW
The Spring ’10 release includes a preview of a fresh new look for Salesforce applications. This new theme provides brighter, more
streamlined user interface elements, reduces page “noise”, and will complement new features in future releases. Over the course of the next
few months, we’ll be expanding this new look to even more areas!
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New User Interface Theme
Simpler & more fun colour palette and
shapes.
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New User Interface Theme
Reduced page noise from eliminating
extraneous lines and simplifying
background colors.
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New User Interface Theme
Clearer visual separation of
primary data vs. related data.
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New User Interface Theme
Cleaner UI Widgets & Elements
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Analytics Enhancements (See Feature Detail for Availability)
OVERVIEW
New in Spring’10, you now have the ability to make the table components in dashboards even more useful with Four Column Dashboard Tables. With the
ability to display a total of fourcolumns, extra information can be now be included in your dasbhoards, such as Close Date for an opportunities list, or Open Date and
Number of days outstanding.
SAMPLE USE CASE
The Marketing manager wants to see the list of currently running campaigns with the campaign name, end date, number of days to run, and number of responders
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Analytics EnhancementsFour Column Dashboard Tables (GE, PE, EE, UE, DE)
Choose which columns and
sorting
Choose report as today
Choose to control layout
4 Columns displayed
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Workflow Enhancements (EE, UE, DE)
OVERVIEW
Now available with Spring ‘10 release, Personalized Email Alerts allow you to override the from address of any email alert with the address of the Default workflow
user.
SAMPLE USE CASEAll automated emails related to sales should be sent as the sales operations system administrator. Using Personalized Email Alerts the system administrator can send
opportunity close date reminder to the VP as the sales operations admnistrator.
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Workflow EnhancementsPersonalized Email Alerts
Override from address
Default Workflow User
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API Enhancements (PE*, EE, UE, DE)
OVERVIEW
Now with Spring ‘10, you no longer have to extract all your data from Salesforce.com to run analytical queries using an external tool. With Aggregate Functions, SOQL is being enhanced with a full set of aggregate “GROUP BY”query expressions, including SUM, MIN, MAX, AVG, HAVING clauses and full
support for grouping by day, month, year, etc. Aggregate Functions allows you to run queries similar to reports so you can use the API to retrieve aggregate
results.
SAMPLE USE CASE
A Sales Manager, using an API client application, wants to view the aggregate opportunity amount groupbed by country and region with subtotals for each
country.
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Application Distribution EnhancementsPackaged Custom UI
Action override installed by package
Subscribers can override package’s setting. Package’s setting will continue to be upgraded under
the covers. (Managed packages only)
Edit an override to
revert to default UI
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Application Distribution EnhancementsPackaged Custom UI
Filter by package
Same, easy to use inline editing
interface
Override Master Values or packaged
translations
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Cloud Deploy (Beta) (EE, UE, DE)
OVERVIEWSandboxes are critical for large and mid-size customers to develop and test
configuration changes without impacting end users on production. Cloud Deploy (Beta) empowers a non-technical admin or business analyst to copy supported types of changes between sandbox and production organizations, or between
sandboxes.
New in Spring ‘10, you have the ability to Clone an Outbound Change set, Delete a non-upload Outbound Change set , and Deploy Change Sets across
platform versions during releases!
SAMPLE USE CASE
After a Change Set is uploaded to production, an admin logs in, inspects the Change Set, and clicks “Deploy” to apply the changes.
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Cloud Deploy Outbound Change Sets
Include only those
components you want to
send
Find missing dependencies
you overlooked
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Additional Release Resources
Spring '10 Release– "Ideas Coming In Spring '10" on the IdeaExchange
• Vote for and/or promote features on IdeaExchange: http://ideas.salesforce.com/
– Release notes and Release Preview coming soon!
Previous Releases– Winter ’10:
http://sites.force.com/features/ideaHome?c=09a30000000DCUV
– Summer ’09: http://www.salesforce.com/community/summer09/
– Winter ‘09: http://www.salesforce.com/community/spring09/spring09.jsp
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Spring ’10 Feature Enablement
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Spring ’10 Feature Enablement
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Spring ’10 Feature Enablement
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Spring ’10 Feature Enablement
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Spring ’10 Feature Enablement
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Spring ’10 Feature Enablement