Salesforce Spring '13 Highlights

© 2013 Appirio, Inc. -‐ Confiden6al

Salesforce.com Spring ‘13 Release March 11, 2013


Appirio Helps Enterprises Reimagine Their Business with the Cloud

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Businesses Reimagined

6 years, 500 enterprises, 2.5M users moved to the cloud

The World’s Largest Cloud Expert Community

Services Powered by Reusable Technology and 70k

Crowdsourced Developers

Appirio: We Deliver Agility by Rapidly Aligning Strategy with Technology and Transforming the Way People Work

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Average 6me to results = 4 months Workers transformed = 2.5M

The Results: Rapid Business Outcomes Across FuncSons

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Ad sales on spreadsheets

Scalable, global sales process

Sales

7 Months

Service

Standard call Center

Social customer service

4 Months

IT

Expensive, inflexible IT infrastructure

Cloud IT for superior member experience

7 Months

CollaboraSon

Point-‐to-‐point communica6on

Company-‐wide social collabora6on

2 Months

HR

Paper-‐based forms

Web-‐based HR experience

9 Months


Agenda

Chatter / Mobile

Sales Cloud / Service Cloud

Force.com


ChaXer Enhancements

•  Find in Group Feed •  Enhanced People •  Tasks in ChaXer Feed / ChaXer Tasks (Beta) •  Addi6onal ChaXer Enhancements


Find in Group Feed


Enhanced People


ChaXer Tasks


ChaXer Tasks (Beta)

ChaXer Tasks (Beta) let you create a task directly from the ChaXer publisher on a record detail page.


AddiSonal ChaXer Enhancements


Mobile Enhancements

•  Salesforce Touch •  ChaXer for iOS 3.0 •  ChaXer for Android 2.6


Salesforce Touch


View Dashboards in Salesforce Touch


Enabling Touch

User Setup

System Setup


Configuring VisualForce Page


ChaXer for Android 2.6 GA


ChaXer for iOS 3.0 Enhancements


Chatter, Mobile


Force.com


Sales Cloud Enhancements

•  Forecas6ng Enhancements •  Salesforce for Outlook Side Panel •  Opportunity Sales Team Workflow •  Person Accounts Formulas


ForecasSng Enhancements

•  Quarterly Forecasts Available •  Partner Portal opportuni6es can be included in forecasts


Salesforce for Outlook Side Panel

•  Contacts sync every hour instead of 10 minutes


Salesforce Side Panel


Opportunity Sales Team -‐ Workflow


Person Account Formulas


Service Cloud Enhancements

•  Email Message Repor6ng •  ChaXer Answers


Service Cloud -‐ Email Message ReporSng

•  Email Message object is now available in Custom Report Types. o  Email to Case must be enabled o  Allows repor6ng on all emails associated with Cases o  Can include any parent objects of cases


Service Cloud -‐ ChaXer Answers

•  ChaXer Answers is now available in Developer Edi6on orgs allowing administrators and developers to test.


Agenda

Chatter, Mobile


Force.com


Force.com Enhancements

•  State & Country Picklists •  Controls for Sending Email •  Back Page Feature •  Cri6cal Updates


State and Country Picklist


Controls for Sending Email

•  Administrators have the ability to set access of system generated emails (Very useful for sandboxes and preven6ng emails being sent to users).

•  Newly created Sandboxes default to the System Email Only deliverability seeng


Back Page Feature

•  Field history data will be deleted afer 18 months o  Applies to organiza6ons created since June 2, 2011 o  Can request to disable this feature by contac6ng Salesforce Support


CriScal Updates


hXp://www.salesforce.com/customer-‐resources/releases/

AddiSonal Resources