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Spring ‘16 Release Overview
Sponsored by Release Readiness & Feature Adoption
January 11th, 2016
Forward Looking Statements
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.
Spring ‘16 Release Milestones*
Staggered Release
Friday, 2/5
(NA6, NA7, NA8, NA9, NA17,
NA18, NA22, NA28, NA29,
NA31, EU5)
Pre-Release
Sign-up
Thursday,
12/17
Staggered Release,
Friday 1/15
(NA1)
Sandbox Preview Window
Friday, 1/8
(CS3, CS4, CS7, CS9, CS11, CS12,
CS13, CS14, CS15, CS17, CS19,
CS20, CS21, CS23, CS25, CS26,
CS28, CS30, CS32 ,CS41, CS42,
CS44, CS45, CS51, CS80, CS83,
CS87)
Saturday, 1/9
(CS5, CS31)
Dec Jan Feb
Preview Release
Notes
12/17
Staggered Release
Friday, 2/12
(EU0, EU1, EU2, EU3, EU4, EU6, CS81, NA0,
NA2, NA3, NA4, NA5, NA10, NA11, NA12, NA13,
NA14, NA15, NA16, NA19, NA20, NA21, NA23,
NA24, NA25, NA26, NA27, NA32, NA34, NA41)
& Saturday, 2/13
(AP0, AP1, AP2, AP3, CS1, CS2, CS6, CS8,
CS10, CS16, CS18, CS22, CS24, CS33, CS40,
CS43, CS46, CS50, CS52)
Release Website
12/23
Release Readiness Live
Tuesday 1/19
Wednesday 1/20
Sandbox Cut-off Date
1/1
Read this blog PRIOR
to 1/1!
* All dates are subject to our Forward Looking statement s- http://sforce.co/1vpAYf0
** Check the Release Community group for updates - http://sforce.co/1dUdze4
Webinar: Mastering Your
Releases, 1/6
Register here http://bit.ly/SFFeatureFocus
Join Release Readiness & Feature Adoption Today
Click here and use your Salesforce Login and Password, select Join from the top right corner
Join our Community and
always be informed.
• Review updates from your
Release Readiness Team
• Ask questions
• Share your best practices
and insights
• Collaborate with other
customers
Release Readiness Live Spring ‘16
Live webcast with our Salesforce Product Managers
Agenda
• In-depth descriptions of the latest functionality
• Comprehensive demos, so you can see the features in
action
• Best practices to help you maximize the benefits to your
organization
• A sneak peek into their roadmap for 2016
January 19th
9:30 a.m. – 10:45 a.m. PST Community Cloud
11:45 a.m. – 1:00 p.m. PST Service Cloud
January 20th
9:30 a.m. – 10:45 a.m. PST Sales Cloud
11:45 a.m. – 1:00 p.m. PST Salesforce App Cloud
Register (after the event view)
Spring ’16 Release Sales Cloud Including Lightning Experience and Salesforce1 mobile
Sales Cloud
What’s new in LEX
• Campaigns
• Person Accounts
• Opportunity teams
• Notes
• List views
• Social Insights
Other Sales Cloud features
• Collaborative Forecasting
• Exchange sync
• Data.com
• Reports and Dashboards
Salesforce1 Mobile
• Enhanced charts in S1
• MDM (Android only)
The all new Sales Cloud, powered by Lightning
See the feature impact tables in the Release Notes to find out when and how these features
become available
Lightning Experience
Campaigns in Lightning Experience Generate and track outbound marketing campaigns that drive your business
Campaign Reference Object Track Campaign Progress, Boost Productivity, and Collaborate Across Teams
Publisher to manage
tasks, calls, events, and
See campaign member
engagement.
Fields from compact layout
Campaign Details Manage Campaign Details & Progress
Planning details to
track future success
Campaign statistics to
measure progress and
ROI
Manage Campaign Membership Campaign Membership
Import a CSV file or use
Salesforce Classic to
leverage saved list views.
Click to drill into
campaign members
View Campaign Member Record Record Details
Import a CSV file or use
the Classic experience to
leverage saved list views.
Click ‘View All’ when
campaign has members
Additional actions available for:
Contacts: Create Opportunity
Leads: Convert Lead
Fields from compact layout
Add Campaign Members or Update Campaign Member Status Using the Data Import Wizard
Select file to add leads
Select Leads
Campaign History On Leads, Contacts, and Person Accounts
Marketers can see the campaign
history for lead, contact, and
person account records.
Campaign History as a
related list.
Person Accounts in Lightning Experience Beta*
See the person accounts in Lightning Experience deck for more detailed explanations of the limitations outlined
Person accounts take the standard business-to-business account model and extend it to include business-to-consumer sales, so customers can capture information about individual people with whom they do business.
This feature is available in both Lightning Experience and Salesforce Classic.
No more restrictions on enabling Lightning Experience for your org.
Salesforce supports your sales process like never before
View, manage and interact with person
accounts in Lightning
See the person accounts in lightning experience deck for more
detailed explanations of the limitations outlined
Composer Easily create new call logs, tasks, and events no matter what page you're on
Docked Email Composer
1. Pop out
the Email
Composer
2. Continue
writing your
email in the
Docked Email
Composer
while you
navigate
elsewhere in
the main
window 3. Minimize to
save space;
restore or
maximize to
continue writing
your email
Update a Template
1) Pop out
the Email
Composer
Update templates
right from the
Email Composer
Search and
insert merge
fields quickly
Mass Opt-Out and Bounce Indicators
1) Pop out
the Email
Composer
Be aware of
leads and
contacts who’ve
opted out of mass
emails
Avoid leads and
contacts which
have bounced
Auto BCC Your Return Address
Return Address
is Auto-BCC’ed
so your email
appears in your
inbox
Update
preference in
Settings
Notes
Notes Home
New Filters
Text and Highlight Color
Inline Images
Versions with Preview
Create New Notes From Composer
Quickly create a note
from anywhere via
global create
Docked Composer
Account Insights
Get more insights without loading a new page
Multiple
articles in the
carousel
Next and Previous buttons
to scroll through articles
Link to the list view
Feedback button
Opportunity Teams
Opportunity Teams
Add single member to the
opportunity team
Opportunity Team card
on opportunity page
Queue support in Change Owner
Select Queue when
change owner
Lightning Case Emails
Key Capabilities
Send Email quick action
now has a Template
component available
Key Capabilities
Save What’s
inserted as a new
template
Key Capabilities
Get more info
about recipients
and subject in one
click
Email feed item
now shows Rich
Text content
Other enhancements in Lightning Experience
- New cards on home page for meeting schedule
and task list
- Create & edit list views
- Activity timeline filtering
- More objects searchable in LEX and better
formatting of instant search results
- Work orders and assets now available in LEX
For enhancements to Feed in LEX, see the
Community Cloud section
• Banner photo on profile
• Group banner customizable
• Broadcast groups
• Improved photo uploading and editing
For enhancements to reports & dashboards in
LEX, see the Analytics Cloud section
Additional Sales Cloud Enhancements
Salesforce1 Mobile
Interactive Lightning Experience charts now in Salesforce1
Interact with the charts
while still on the
Dashboard View page
Choose a different
chart for viewing the
same report data
Filter the report by
selecting an area of
the chart
Tap to view this chart
and its report in more
detail
Mobile Device Management Configure and Lockdown Salesforce1
Salesforce1 pushed to
user by admin SSO server is
preconfigured
user automatically
authenticated
Available now in Android v8.0
Mobile Device Management
Configure and Lockdown Salesforce1
Available now in Android v8.0
Collaborative Forecasting
Custom Fiscal Year View in Collaborative Forecasting Custom Fiscal Year Example:
(2017 is from 1/10/2016 to 1/7/2017)
Viewing Custom Fiscal Year Periods in Forecasting Tab
Orgs with custom fiscal years will get all the new enhancements to Collaborative Forecasting:
Salesforce App for Outlook
Global Actions in Salesforce App for Outlook
Click + to see the list
of global actions.
Select an action.
From Salesforce Setup, click Salesforce App for Outlook Settings: available
global actions appear in the Outlook Publisher Layouts area.
Exchange Sync(Beta) Enables any Exchange-connected device/laptop to sync with Salesforce
Exchange Sync Configurations Set up sync directions, behaviors, and filters for different user populations
Exchange Sync Status Admin Setup allows overview of org-wide and user-specific sync status
Data.com
Enrich Leads with Company Information
Enable the option to
clean all records
On Save & Manual - Enrich Leads with Company Information
Company Information
is added to the Lead
Clean status is set
to In Sync
Link to
DandBCompany
Object
Manual Clean - Enrich leads in Lightning
Check the clean status for
Company Info for Leads
Clean Rule
Manually clean a lead
Clean Vitals
Click to download the
most recent errors
Prospecting Insights
Data.com provides a
highlight view of key
financial metrics
Company Insights page
provides summary info
and financial highlights
Company overview with
primary & related
industries are displayed
Contacts from Data.com
are available to add, can
be searched for by level
or department
Competitors are listed
and sorted by revenue,
and highlighted if
already an account
Company Hierarchy
Cloud icon denotes
Accounts already in
Salesforce and an owner,
so user can quickly
identify white-space
One-click access from
the Insights page
Import new accounts
with a single-click
User can control how
deep to go in the
hierarchy
Get More Contacts
Admin can update the
dashboards used in the
Engagement Console
Select and add
multiple contacts
Iconography indicates
whether contacts have
previously been
purchased or already
exist in CRM
Contact Selector overlay
allows users to discover
contacts without leaving
the Account page
Action button integrated within
Contacts related list; shows
automatically with a Prospector
license
Get More Contacts
Filter by Department,
Level and Title
Spring ’16 Release Community Cloud
Community Cloud
Communities
• Chatter groups in
Community templates
• Compact Feed and user
profile Lightning
components
• Page Manager in
Community Builder
• Lightning Dashboards in
Community Management
Chatter
• Relevant @mentions
• Edit feed posts
• Broadcast groups
• Chatter in Lightning
Experience
Connect to your customers in a whole different way
See the feature impact tables in the Release Notes to find out when and how these features
become available
Chatter in Community Templates
Chatter Group Components in Builder
Lightning & Community Builder > Chatter Groups In Templates
Chatter Group List
Lightning & Community Builder > Groups In Templates
A Groups tab can be added
to the Nav bar of the
Community. Clicking on the
tab takes the user to the list
of groups.
Interacting with the Group in Templates
Lightning & Community Builder > Groups In Templates
The components that make
up a group can be arranged
in any way, and of course
many other components can
be added to the group to
provide a richer experience.
For example, members of
this group could see a
recommendation component
that displays new audio
products.
Insert Chatter Feed (various types), and Publisher separately on a page
Lightning & Community Builder > Feed & Publisher
New Feed, Publisher
components in Community
Builder
Feed, added
separately from
publisher
Publisher
(standalone)
Feed Lightning component in Builder New Lightning Feed Builder Component
The feed is now a drag and drop component which can
be added to any lightning page.
Compact Feed Lightning component New Lightning Feed Builder Component
The compact feed is a drag and drop component that allows you to see
questions, likes, best answer and # of comments. The user can quickly
scan to find an answer.
Choose from a discussion,
“My Feed”, or Entity feed type.
Enter the record id to show
the discussion from a topic or
record!
Check the box to
hide or show likes
and comments
Compact Feed Compact view lightning component that allows you to scan and quickly find what you need.
Green check mark means best
answer. Likes and Comments are
customizable.
Profile Components New Profile Components in the Community Builder
Profiles are now Customizable
The profile has a clean new
look, and is completely
customizable. Add any
component you want to
meet your users’ needs.
Lightning Dashboards in Community Management & Other Community Management Enhancements
Lightning UX experience in Salesforce Classic & Lightning Experience
Empower Community Managers > Lightning Dashboards
Salesforce Classic
dashboard renders in
Lightning UX
Admin can install the
Spring ‘16 version of the
Salesforce Communities
Dashboards package to get
preconfigured Lightning-
Optimized dashboards
Standard and custom date filters, column sorting
Empower Community Managers > Community Insights
Use predefined date
filters to view data
Apply your own
custom date filter
Insights page respects
default report sorting;
sorting can be applied
manually
Community managers can search for articles in Article Management
Empower Community Managers > Topic & Article Search
The community manager can now search for articles
and narrow down the results by group and data
category.
Limit the size and types of files in your community
Empower Community Managers > Moderation - File Type Whitelist
Error message when file with
invalid extension is uploaded
Set the maximum file size and
list of file extensions allowed in
the community
List View Enhancements List Views Now with Charts, Filters, and Added to SEO
Chart view
now available
for List View
Add multiple
filters for a List
View
List views
added to SEO
Lightning & Community Builder > JavaScript Embedding in Page Header Adding JS to page header at the community level
In Community Builder, go to Settings > Advanced > Edit Head
Markup
Enter Markup and Save
Page Manager in Community Builder
8 Layout options, plus an area for infinite custom layouts
8 different Layout options.
Dedicated “Custom” view for
Templates specific to your org.
Lightning & Community Builder > Customizable Layouts - 2 + 3 columns
Manage pages that are standard, custom or bound to an object in a single UI
Page Groupings
Vanity URL
Associated Pages
for Object Pages
Choose between
draft variations to
activate
Titles and
Descriptions for
SEO purposes
Lightning & Community Builder > Page Manager
New location for
New Page button
Before: One Record with many attached parts
1. Drag Record Detail
component on to page
1 2 3
4
2. Single monolithic
record inserted
Lightning & Community Builder > Distinct Record Components
After: Insert each component separately as desired
1
3
2
4
Lightning & Community Builder > Distinct Record Components
Lightning & Community Builder > My Account My Account Now Accessible Directly from Profile Dropdown
Fully customizable My
Account page with ability
to create new Case,
Contact, etc.
My Account now
available in profile
dropdown menu
Rich Feed (& Experience) in Community Templates
Add text, hyperlinks, images and embedded videos to a community
Rich Experience: Rich Text Component in Builder
1. Add Rich Text
Component to Page 2.Modify Text, Source Code
3.Maximize editor for
more options
4.Save and Publish
when done
5.Rich Content now live
on community
Add text, hyperlinks, images and embedded videos in your posts
Rich Experience > Rich Text in Publisher
Text formatting options Multiple file attachments
Published post includes inline
preview, and rich formatting.
Modern rendering of file
attachments in feed.
Select up to 5 files through the Unified File Picker,
either by selecting files from the Salesforce cloud or
by uploading files from your machine.
HTML 5 based preview
player using scalable
vector graphics (SVG)
resulting in crystal clear
displays. No more Adobe
Flash. Preview all file
attachments in a
browsable fashion and
page continuously through
any single file.
Rich Experience > File Improvements Multi File Upload, Unified Picker, Attachments in Feed, HTML5 Preview
Multi-Attachment in Community Feeds Users can share multiple file attachments in a single feed post
Sequential upload
Multi-attachment
feed publisher
Community manager sets up Topic Hierarchy in Community Management
Community Managers can create subtopics for any
Navigational Topic. Three levels are supported in total.
Level 1: 25 Navigational Topics
Level 2: 10 Navigational Topics
Level 3: 10 Navigational Topics
Community
Management >
Navigational Topics
Add Topics Drill Down. Add
Subtopics. Save and Publish.
Rich Experience > Topic Hierarchy
Community managers can set up a Nav Hierarchy in the Napili template
User is then taken to the compolete Topics Catalog,
with hierarchy.
Rich Experience > Topic Hierarchy
Enable “More Topics” in Nav Menu
Editor in the Builder. Users can then
click on More Topics
Community managers can set up new user audiences to receive recommendations
New Audiences page in Community
Management > Recommendations
Community managers can create an
audience based on the days since
the users registered (New Members).
Customers can also create a Custom
List of User IDs via API.
Rich Experience > Recommendations - Audiences
Topic Recommendations in the Napili template Rich Experience > Recommendations - Topics
The topic recommendations component will appear if there
are no custom recommendations to display and if there is
enough activity (e.g., likes, posts) in those topics.
The user can either click through to the topic page or click
on the Follow button to start following the topic.
Display Help Bubble, Leader Knowledge, Last Active Time, & Logged In User Rank
Optional help
bubble has
customizable
text
Discover the
expertise of
community
leaders
Logged in user can see
own rank compared to
Community leaders
Pick 1 of 3
configurations
for Leaderboard
Rich Experience > Leaderboard Upgrades
Chatter (Non-Community) Enhancements
Chatter Enhanced Relevant At-Mention
Without interactions
at-mention model
lists recipients in
alphabetical order
When one of the
recipients is at-
mentioned in a
post, the signal of
the interaction is
been tracked, and
the recipient who
was at-mention
appears at the top
of the list now
Edit Feed Posts with Files Attachments in Salesforce Classic
Users can now edit any feed post with file attachments
Users can see
edit option in the
drop down for
posts that contain
files/links
Edit Feed Posts with Files and Links Users can now edit any feed post
Users can see
edit option in the
drop down for
posts that contain
links
Link attachment
is updated once
the link is edited
to reflect the
updated link
Broadcast Groups Broadcast groups only allow admins and managers to post
Group owners can post and comment Group members can only comment
Group Report For every group, get a report on activity (Classic only).
Every wonder if your
group has unanswered
questions?
Lightning Experience Profile Enhancements
Profile
Camera
Button
A new camera button lets you upload a custom image into the banner for
groups and profiles
Lightning Experience Enhanced Groups List
Spring ’16 Release Service Cloud
Service Cloud
Case Management
• Work Orders
• Multi-component Assets
• Macros
• Cases in Lightning
Experience
Other key Service Cloud
features Knowledge
Service Console
Live Agent
Omni-Channel
Organization Sync
SOS
Social Customer Service
• Enhanced moderation
• Improved set up
Connect with your customers in a whole different way
See the feature impact tables in the Release Notes to find out when and how these features
become available
Work Orders Spring ‘16 Service Cloud
Work Order Management
The Work Order object
includes standard
integration with
Account, Contact,
Asset, Case, Service
Contract, and
Entitlements.
Customer Service Representatives can quickly create, maintain and manage
work orders
NOTE: Work Orders
Support Private, Public
Read Only, and Public
Read/Write Sharing.
Work Order Line Items
sharing is Controlled by
Parent (Work Orders).
First class sharing
model
Example Use Case – Break/Fix Field Service as part of Product and Technical Support
>
Asset
Asse
Case Work Order Asset
> > >
The customer (or the
asset itself) identifies a
potential problem and
creates a case.
Any work performed on
an asset should be
applied back to the asset
to ensure the asset is
accurate.
For example, if a part of
an asset is replaced as
part of the work order
then the new part must
be reflected on the asset.
The work order is
completed, the asset(s)
is repaired and the
problem is resolved.
The asset including
components are
modeled on the work
order as line items and
represent the state of the
asset at that point in
time.
Technical Support
determines a field
technician needs to be
sent on-site to resolve
the issue.
Example Use Case – Planned Maintenance Field Service as part of Product and Technical Support
>
Order
Asse
Work Order Service Contract Asset
> > >
Following a win
(opportunity closed) a
new order is created
and the customer
receives a deliver date
for the new purchased
product
Any work performed
on an asset should be
applied back to the
asset to ensure the
asset is accurate.
For example, if a part
of an asset is replaced
as part of the work
order then the new
part must be reflected
on the asset.
Work orders are
created usually with a
specific cadence such
as once a quarter.
This work may include
tests and analysis to
determine that the
asset is working
properly. This may
include a formal
certification.
A new work order is
scheduled for initial
installation and setup
of the new product.
>
Work Order
The asset is covered
by a service contract
that includes planned
maintenance tasks
that ensure it is up
and running
sometimes with an
explicit uptime.
The asset and related
context are passed to
the work order.
Feed-Based Layouts
Work Orders support and Work Order line items support feed-based layouts
Feed-Based Layouts
are controlled via page
layout extensions
Quick Actions
Work Orders and Work Order Line Items Support Quick Actions
Multi-component Assets Spring ‘16 Service Cloud
Asset Hierarchy
View all related details
of the Asset
Standard Parent Asset
lookup field and
System generated and
maintained Root Asset
field
Macros Spring ‘16 Service Cloud
Run Macros on Any Object with a Feed-Based Layout
Run Macros Programmatically Using the API
As of today, Macros are
not multi-lingual and not
multi-channel (on the
roadmap), which can lead
to a lot of duplicates (1 for
each combination of
language + channel) and
may make them difficult to
find.
Run Macros Programmatically Using the API
Developers can use the
Javascript API to create a
custom console component to
show and filter the macros that
are available to the agent
Run Macros Programmatically Using the API
NOTE: The API can only
be used to create new
custom console
components. The API
doesn’t override how the
macros widget works.
Use the API to create a Visualforce
component that uses Product Family
and the Preferred language field to
show relevant Macros based on the
context of the case.
In one click the agent can Open or
Run the Macro.
Social Customer Service Spring ‘16 Service Cloud
New "Social Media" Setup Area The new Social Media section of the Setup menu is easier to find, and its contents are clearer and better organized.
TIP: Type “med”
into the Quick
Find, and the
unique match
for “Social
Media” will take
you right there
The menu items are no longer
ambiguously named
NOTE: New organizations signing up as of Spring ‘16 release don’t have to file a
Support ticket as a prerequisite to enabling Social Customer Service.
It just takes one click to enable and up to two Facebook or Twitter social
accounts are available out of the box with the free starter pack
Enhanced Moderation Triage inbound social posts fast. Easily track the complete lifecycle of an inbound social post, whether or not it warrants a case.
Social Post list views
now load faster than
ever New set of standard values
for the Reviewed Status
picklist.
Other Service Cloud
Enhancements Spring ‘16 Service Cloud
Other Service Cloud Enhancements
Knowledge – create validation rules on article type, standard article type page layouts, read access for Force.com
and Chatter Plus users
Service Console – limit on the number of open tabs, preview tab content with tab hovers, prevent agents from closing
tabs using business rules
Live Agent – enhanced chat transfer with Transfer to Agent, Skill, and Button
Omni-Channel – time-out feature to automatically transfer waiting requests
Organization Sync - hide published and subscribed objects related lists when a connection is suspended, bulk sync
objects, In Progress connection status for admins
Case Feed – email viewing improvements, creating and using email templates in Lightning Experience, create cases
from the REST API
SOS – access a customer’s camera during an SOS session (beta), new agent availability API
Spring ’16 Release Analytics Cloud
Analytics Cloud
Wave for Communities
• Give your partners insight
to drive sales
Flex Dashboard Designer
(Beta)
• Turn anyone into an
expert dashboard
designer
Operational Reporting
• Enhanced charts in
Salesforce1
• Lightning reports &
dashboards
Get smarter about your customers
See the feature impact tables in the Release Notes to find out when and how these features
become available
Wave for Communities Collaborate on shared data, explore data together and run your business on shared insights.
Dashboards in Communities Increase your partners’ productivity with personalized dashboards now embedded in community pages.
Wave Dashboard
Wave Dashboard
Call out to launch
Explorer
Sharing options: Options to share an App Externally
Ability to add groups
containing external users
(beware - not chatter group),
external roles, and external
users users
Org-wide settings (all
Partners, All Customer…)
NOTE: External users can now
access Wave Dashboards and
explore their data dynamically in
Wave but they don’t have the
ability to create and save any
content such as datasets,
dashboards or lenses
Flex Dashboard Designer Beta
Getting Started is easy! Start from scratch or start by converting an old dashboard (converting will create a new copy)
Start Right from the
Home Page
Be sure to choose the
Flex Designer
Drag Widgets in from
left panel
Right panel is used
for Widget Properties
and Lens list
Easy snap to grid drag and drop
No more spending time lining up
widgets. The grid based system
makes any drag and drop novice
into a dashboard artist.
Widgets smartly take
up specified space
We moved the most important action, creating
a Lens, inside the Dashboard Designer, so you
don’t have to switch tabs
Operational Reporting
Enhanced Charts – monitor sales team performance on the go! Salesforce1 can now display the same beautiful charts that you see in the Lightning Experience and in Wave Analytics!
Tap on a chart to
select the chart. Tap
on chart segments
to see details.
Tap on gear icon to
switch chart types.
All charts are
displayed in a
single column
on the
dashboard view
page.
Tap on expand icon to
see chart details with
report data.
View your filtered dashboards in the Lightning Experience Now your users can view and select filters from within the Lightning Experience
View table charts
View and apply filters on the dashboard
Lightning Reports Seeing embedded charts on a record
View embedded report
charts on the record
Lightning Reports – understand your data better Viewing details on a matrix report
1. By default, the
summary is shown on a
Matrix report
3. Report will re-render
with details so users can
see the actual records in
each grouping.
2. To see details, go to
Options menu, and select
Details
Give Administrators access to all reports and dashboards to effectively manage your org
New folder scopes for
better navigation
Row level actions:
Edit or delete right
from the home page
Report lists are separated
from folder lists
Description field
displayed
Admin Access to
Private Reports:
Delete obsolete
reports and reduce
the clutter
Spring ’16 Salesforce App Cloud
Salesforce App Cloud
Customization & General
Administration • Customizable Navigation Menus
in LEX
• Lightning App Builder
• Process Builder
• Login Forensics and Admin
Analytics app
• Salesforce Authenticator v2
Other Salesforce App Cloud
enhancements
Security & Identity • Transaction Security
• Salesforce Authenticator
• Platform Encryption
Development & Deployment
• Lightning Out
• Enterprise API • Sandboxes
Go faster than ever before with the Customer Success Platform
See the feature impact tables in the Release Notes to find out when and how these features
become available
Customizable Navigation Menus in
Lightning Experience
The Lightning Experience, tailored to you
Tailor the left hand menu to each
business role and ensure focus on
the most important records for each
function
Admins can now create custom
(left) navigation menus and
deploy them to various user
profile(s).
A simple, 3-step wizard
makes it easy for admins to
create and edit Navigation
Menus for user profiles in the
org.
A variety of items can be placed in a navigation
menu. Refer to the release notes for details of
what is and isn’t supported in Spring ‘16. For
anything that can’t currently be put into a
navigation menu, the user can still access it via
the App Launcher.
A navigation menu must be
assigned to at least one user
profile. Only one navigation
menu can be assigned to a given
user profile. Admins should plan
out their navigation menus and
assignments.
Lightning App Builder Developer Preview
Customized Record Home Admins desire the ability to fully customize Lightning Experience to meet their organization’s needs
Add standard or
custom
components to
enhance the
page.
Activate the page to
override the default
Drag and drop to
rearrange
components or move
between tabs
Customized Record Home
Admins desire the ability to fully customize Lightning Experience to meet their organization’s needs
Some standard components
are configured externally
using the Page Layout Editor
and Compact Layouts. They
are indicated with these gray
stripes when selected
Properties panel displays links
to relevant Page Layouts and
Compact Layouts and enables
quick access
“How It Works” overlays
explain the underlying
metadata
Tabs Component
Add a tab set to a page and customize it with unique labels and nested components
Drag and Drop
components into a
tab
New Standard
Component:
Tabs
Add, Delete, Rename and
Reorder Tabs in
component properties
Process Builder Automate business processes faster
Drag & Drop Criteria Reordering Save time & clicks by changing the order of criteria & action groups
Just drag and drop—it’s that easy.
Criteria are evaluated in the order
shown on the canvas.
If you need to reorder your criteria, just
click on the criteria node and action
group (1) and move it to the new
location at the end of your process.
Simply drag and drop your criteria in the
location of your choice to easily create
the perfect enterprise workflows for your
business.
Now, with Process
Builder you can
rearrange your
process criteria
without having to
recreate an entire
process all over again
Reuse Names & Descriptions for New Process Versions
Tired of retyping names and
descriptions for new versions of your
process? Fear not! New versions
automatically use the name and
description from the original version.
You can edit the name and description
or leave it as is.
Cloned processes are
automatically assigned
version numbers so you
don’t have to keep track
of versions.
You can’t change the API
name when you create a
new version of a process.
API names are forever.
Full Field Names now visible on Hover
View Field Names in Your Process at a Glance
Due to limited space, you can rarely see an entire field name. Now you can see at a
glance what’s being evaluated or updated. Just hover over the field name in the criteria or
action side panel to see the entire name.
Data Import Wizard
Data Import Details on Launch Page
Details about the 5 recent imports will
be displayed on the Launch Page. The
button “Bulk API Monitoring” leads to
the monitoring page in Setup
Data Import Wizard launched from Object Home
New Import button added to the
Object Home for Accounts, Contacts,
Leads, Custom Objects. This will
launch DIW.
Launch Data Import Wizard from Campaign Detail Page
If a Campaign has no members a
link is displayed on the Campaign
Detail Page to Import Leads and
Contacts.
Once a Campaign has members the
Campaign Member Status can be
imported using the link on the
Campaign Detail Page.
Admin Analytics Visualize Salesforce usage data like never before.
Create the Wave app with a click of a button Start analyzing critical Event Monitoring log files and the Setup Audit Trail
Easy to set up with 17 default dashboards A collection of the most commonly used lenses for security, adoption, and
performance
Audit:
Track report
downloads to find
out who’s taking
your customer data
to a competitor
Optimize/Troublesho
ot:
Prioritize which
pages, classes,
integrations, and
reports need to be
optimized or fixed.
Track Adoption:
Find out whether
that investment in a
new app or
Visualforce page
was worthwhile
.. and default dataflow
Pre-configured
dataflow for
augmenting data
Automatic 7 day
integration with Event
Log Files
Trust becomes my trust
Compare event types
by transaction count
and server speed
Reduce Performance Issues
Find out which visualforce pages,
apex classes, or API integrations
need to be fixed and prioritize based
on actual usage.
User segmentation reporting
User segmentation
faceting by profile,
role, and user
KPIs at a glance
Track each
interaction to a user
and their IP to
determine if a
session may have
been compromised.
Reduce Risk
Track each interaction to a user
and find out if data is been take
via file or report downloads
Other App Cloud Enhancements Spring ‘16 Salesforce AppCloud
Login Forensics: the big picture Perform forensic reports and understand where there are potential data breaches
Transaction Security
Customizable Apex Policies Framework auto-generated policies
Define Real Time Actions Notify, Block, Force 2FA, Session Chooser
Enforce Session Constraints Control the number of active user sessions
Transaction Security Key Capabilities
Use Cases:
• Reduce security risk by forcing users to close active sessions before enabling
new ones
• Providing contextual policies to block access from unwanted, malicious devices,
browsers, countries, or IPs
• Alerting or blocking on large data downloads to prevent data loss
• Salesforce access is automatically blocked if a known to be compromised end
user device is used
Use Cases: • Reduce security risk by forcing
users to close active sessions
before enabling new ones
• Providing contextual policies to
block access from unwanted,
malicious devices, browsers,
countries, or IPs
• Alerting or blocking on large
data downloads to prevent data
loss
• Salesforce access is
automatically blocked if a
known to be compromised end
user device is used
Security Health Check
Helping Customers Stay Secure
Immediate analysis of your Salesforce
application’s security configuration
against the Salesforce Security Baseline
Password policies
Session settings
Network access configuration
Using the Security Health Check
Simple and Intuitive
Salesforce Authenticator v2 Invisible Out-of-Band Two-Factor Authentication
1. User installs the new
Salesforce Authenticator
client on his mobile
device and pairs it with
his salesforce account
4. The user can
approve/block access by
simply clicking allow/deny
on the mobile app
3. During the login the user
is asked to verify his
identity using Salesforce
Authenticator mobile app
2. User that is enforced
with a 2FA policy logs in
to salesforce
• Support encryption for Standard and
Custom fields where Communities are
set up
• Community User Profile can be assigned
with the “View Encrypted Data” user
permission to view encrypted field values
in plaintext
• Added support for Lightning Connect
• Decouple of the “Manage Encryption
Keys” user permission from the “System
Administrator” profile
Platform Encryption
Files and Attachments can be encrypted
while at rest in just one-click.
Embedded encryption into additional
Attachment types:
• Inbound/Outbound Email Attachments
• Email to Case Attachments
Turn encryption on standard fields,
declaratively or via the MDAPI.
Embedded encryption into additional standard
fields:
• Account/Person Account Description,
Website, Phone and Fax fields
• Contact Description
REFERENCE: You can find additional
information in the Platform Encryption
Implementation Guide.
Run your Lightning Components apps anywhere with Lightning Out
Lightning Component
running inside
SharePoint
Other Salesforce App Cloud Enhancements
Heroku Enterprise - powerful new features for enterprise app development.
Private Spaces provide network isolated app and data services for enhanced security. Selectable Regions allows
your apps to run closer to your users in the geographic region you specify. Use Salesforce Identity to manage your
development teams with Integrated Identity. Now, you can easily and quickly create engaging apps that scale.
Increased Developer Sandboxes – we’ve substantially increased the number of Developer Sandbox licenses for
Enterprise, Unlimited, and Performance Edition organizations. For Enterprise Edition for example, this means an
increase from 1 developer sandbox to 25 developer sandboxes available.
Global Picklists (pilot) – reuse a single list of values for multiple custom picklist fields. Easily share picklists across
objects by creating picklist fields based on the master list of values.
Restricted Picklists (beta )– A restricted picklist field includes only the values that you’ve defined. Your picklist data
stays clean, because users can’t add erroneous or redundant values.
Enterprise API – REST API Friendly URLs : Traversing relationships by the relationship name allows easy retrieval of
related records (return all contacts for an account without running a query)
thank y u
